CAPITAL GROUP EQUITY ETF TR

Ticker: CGMM CUSIP: 14022A102 Class: US SMALL AND MID

MARK SHEPTOFF FINANCIAL PLANNING, LLC's Holding History (CIK: 0001607355)

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

Q4 2025
Shares 390 Value ($000) $11 Avg Close — Range —
Q3 2025
Shares 390 Value ($000) $11 Avg Close — Range —
Q2 2025
Shares 390 Value ($000) $10 Avg Close — Range —
Q1 2025
Shares 390 Value ($000) $9 Avg Close — Range —