CAPITAL GROUP EQUITY ETF TR

Ticker: CGVV CUSIP: 14022A300 Class: ETF

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

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

Q4 2025
Shares 1,942 Value ($000) $52 Avg Close — Range —
Q3 2025
Shares 1,942 Value ($000) $51 Avg Close — Range —