CAPITAL GROUP EQUITY ETF TR

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

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 15,117 Value ($000) $436 Avg Close — Range —
Q3 2025
Shares 13,079 Value ($000) $371 Avg Close — Range —
Q2 2025
Shares 10,102 Value ($000) $272 Avg Close — Range —