CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

RICHARDS, MERRILL & PETERSON, INC.'s Holding History (CIK: 0000090108)

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

Q4 2025
Shares 13,925 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 2,625 Value ($000) $81 Avg Close — Range —
Q4 2024
Shares 2,625 Value ($000) $82 Avg Close — Range —