CAPITAL GROUP EQUITY ETF TR

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

StoneCrest Wealth Management, Inc.'s Holding History (CIK: 0002008409)

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

Q4 2025
Shares 137,152 Value ($000) $3,955 Avg Close — Range —
Q3 2025
Shares 123,373 Value ($000) $3,503 Avg Close — Range —
Q2 2025
Shares 118,935 Value ($000) $3,197 Avg Close — Range —