CAPITAL WORLD GROWTH & INCOME

Ticker: WGIFX CUSIP: 140543828 Class: Mutual Fund

RICHARDSON FINANCIAL SERVICES INC.'s Holding History (CIK: 0002012303)

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

Q4 2025
Shares 485 Value ($000) $28 Avg Close — Range —
Q3 2025
Shares 442 Value ($000) $33 Avg Close — Range —
Q2 2025
Shares 441 Value ($000) $31 Avg Close — Range —
Q1 2025
Shares 395 Value ($000) $25 Avg Close — Range —
Q4 2024
Shares 394 Value ($000) $25 Avg Close — Range —
Q3 2024
Shares 738 Value ($000) $50 Avg Close — Range —
Q2 2024
Shares 369 Value ($000) $24 Avg Close — Range —
Q1 2024
Shares 491 Value ($000) $30 Avg Close — Range —