CAPITAL GROUP DIVIDEND GROWE

Ticker: CGDG CUSIP: 14021L109 Class: SHS ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2024
Shares 7,970 Value ($000) $236 Avg Close — Range —
Q3 2024
Shares 7,359 Value ($000) $226 Avg Close — Range —