CAPITAL GROUP EQUITY ETF TR

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

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

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

Q4 2025
Shares 1,256 Value ($000) $36 Avg Close — Range —
Q3 2025
Shares 1,252 Value ($000) $36 Avg Close — Range —