CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 12,392 Value ($000) $438 Avg Close — Range —
Q3 2025
Shares 12,219 Value ($000) $424 Avg Close — Range —
Q2 2025
Shares 6,530 Value ($000) $218 Avg Close — Range —