CAPITAL GRP FIXED INCM ETF T

Ticker: CGCB CUSIP: 14020Y508 Class: CORE BOND ETF

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025
Shares 71,682 Value ($000) $1,901 Avg Close — Range —
Q3 2025
Shares 11,936 Value ($000) $317 Avg Close — Range —