Souders Financial Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$761K	Buy	29,166 +3,866	+15%	+$101K	0.1%	104
2025 Q1	$658K	Buy	25,300 +15,333	+154%	+$399K	0.09%	117
2024 Q4	$259K	Buy	+9,967	New	+$259K	0.04%	159