PWM

Pines Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.43M	Buy	64,850 +4,604	+8%	+$172K	0.86%	26
2025 Q1	$1.8M	Buy	60,246 +8,802	+17%	+$263K	0.83%	27
2024 Q4	$1.78M	Buy	+51,444	New	+$1.78M	0.78%	32