CAPITAL GRP FIXED INCM ETF T

Ticker: CGMU CUSIP: 14020Y201 Class: ETF

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 227,931 Value ($000) $6,241 Avg Close — Range —
Q3 2025
Shares 215,557 Value ($000) $5,883 Avg Close — Range —
Q2 2025
Shares 118,946 Value ($000) $3,175 Avg Close — Range —
Q1 2025
Shares 40,084 Value ($000) $1,075 Avg Close — Range —
Q4 2024
Shares 38,356 Value ($000) $1,033 Avg Close — Range —