CAPITAL GROUP DIVIDEND GROWE

Ticker: CGDG CUSIP: 14021L109 Class: SHS ETF

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

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

Q4 2025
Shares 31,652 Value ($000) $1,128 Avg Close — Range —
Q3 2025
Shares 25,033 Value ($000) $867 Avg Close — Range —