CAPITAL GROUP EQUITY ETF TR

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 16,027 Value ($000) $462 Avg Close — Range —
Q2 2025
Shares 7,994 Value ($000) $215 Avg Close — Range —