CAPITAL GRP FIXED INCM ETF T

Ticker: CGMS CUSIP: 14020Y300 Class: US MULTI-SECTOR

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 313,039 Value ($000) $8,646 Avg Close — Range —
Q3 2025
Shares 276,946 Value ($000) $7,685 Avg Close — Range —