CAPITAL GROUP DIVIDEND GROWE

Ticker: CGDG CUSIP: 14021L109 Class: SHS ETF

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 4,236 Value ($000) $151 Avg Close — Range —
Q3 2025
Shares 5,636 Value ($000) $195 Avg Close — Range —