AMERICAN FUNDS AMERICAN BALANCED A

Ticker: ABALX CUSIP: 024071102 Class: MUTUAL FUNDS

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (1)

Motiv8 Investments LLC
Value ($000) $0 Shares 395

Increased Positions (4)

TOWER BRIDGE ADVISORS
Value ($000) $337 (+3.8%) Shares 8,997 (+6.9%)
Financial Gravity Asset Management, Inc.
Value ($000) $187 (+2.7%) Shares 5,000 (+5.7%)
NEVILLE RODIE & SHAW INC
Value ($000) $0 (+3.7%) Shares 5,987 (+6.9%)
Coston, McIsaac & Partners
Value ($000) $0 (0.0%) Shares 1,162 (+4.3%)

Decreased Positions (1)

Ethos Financial Group, LLC
Value ($000) $989 (-11.7%) Shares 26,380 (-9.0%)

Exited Positions (2)

Luminist Capital LLC
Value ($000) $51 Shares 2,054
Fulton Bank, N.A.
Value ($000) $209 Shares 5,407