CAPITAL GROUP EQUITY ETF TR

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

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 244,462 Value ($000) $7,050 Avg Close — Range —
Q3 2025
Shares 18,857 Value ($000) $535 Avg Close — Range —