CAPITAL GROUP CORE EQUITY ET

Ticker: CGUS CUSIP: 14020V108 Class: SHS CREATION UNI

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 13,078 Value ($000) $526 Avg Close — Range —
Q3 2025
Shares 11,974 Value ($000) $473 Avg Close — Range —
Q2 2025
Shares 8,795 Value ($000) $325 Avg Close — Range —
Q1 2024
Shares 6,718 Value ($000) $209 Avg Close — Range —