CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

FOUNDERS FINANCIAL SECURITIES LLC's Holding History (CIK: 0001342396)

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

Q4 2025
Shares 232,135 Value ($000) $8,201 Avg Close — Range —
Q3 2025
Shares 187,066 Value ($000) $6,495 Avg Close — Range —
Q2 2025
Shares 182,165 Value ($000) $6,092 Avg Close — Range —
Q1 2025
Shares 162,673 Value ($000) $5,022 Avg Close — Range —
Q4 2024
Shares 114,589 Value ($000) $3,583 Avg Close — Range —
Q3 2024
Shares 102,251 Value ($000) $3,175 Avg Close — Range —
Q2 2024
Shares 76,693 Value ($000) $2,280 Avg Close — Range —
Q1 2024
Shares 65,962 Value ($000) $1,920 Avg Close — Range —
Q4 2023
Shares 35,710 Value ($000) $976 Avg Close — Range —