American Funds Balanced Portfolio

Ticker: BLPAX CUSIP: 02630Y265 Class: LOAD EQUITY FUND

TUCKER ASSET MANAGEMENT LLC's Holding History (CIK: 0001870012)

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

Q4 2024
Shares 6 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 6 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 3,636 Value ($000) $65 Avg Close — Range —
Q1 2024
Shares 3,618 Value ($000) $64 Avg Close — Range —