CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Westside Investment Management, Inc.'s Holding History (CIK: 0001538383)

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

Q4 2025
Shares 146,270 Value ($000) $5,168 Avg Close — Range —
Q3 2025
Shares 119,195 Value ($000) $4,138 Avg Close — Range —
Q2 2025
Shares 108,068 Value ($000) $3,614 Avg Close — Range —
Q1 2025
Shares 99,536 Value ($000) $3,084 Avg Close — Range —
Q4 2024
Shares 87,196 Value ($000) $2,727 Avg Close — Range —
Q3 2024
Shares 61,117 Value ($000) $1,898 Avg Close — Range —
Q2 2024
Shares 43,930 Value ($000) $1,306 Avg Close — Range —
Q1 2024
Shares 27,330 Value ($000) $796 Avg Close — Range —