CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Cambridge Investment Research Advisors, Inc.'s Holding History (CIK: 0001419186)

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

Q4 2025
Shares 2,252,009 Value ($000) $80 Avg Close Range
Q3 2025
Shares 1,921,538 Value ($000) $67 Avg Close Range
Q2 2025
Shares 1,636,062 Value ($000) $55 Avg Close Range
Q1 2025
Shares 1,548,960 Value ($000) $48 Avg Close Range
Q4 2024
Shares 1,271,468 Value ($000) $40 Avg Close Range
Q3 2024
Shares 954,152 Value ($000) $30 Avg Close Range
Q2 2024
Shares 679,132 Value ($000) $20 Avg Close Range
Q1 2024
Shares 493,881 Value ($000) $14 Avg Close Range
Q4 2023
Shares 224,329 Value ($000) $6 Avg Close Range