CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Sigma Planning Corp's Holding History (CIK: 0001449126)

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

Q4 2025
Shares 124,057 Value ($000) $4,383 Avg Close — Range —
Q3 2025
Shares 115,533 Value ($000) $4,011 Avg Close — Range —
Q2 2025
Shares 100,967 Value ($000) $3,376 Avg Close — Range —
Q1 2025
Shares 74,773 Value ($000) $2,316 Avg Close — Range —
Q4 2024
Shares 66,245 Value ($000) $2,071 Avg Close — Range —