CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Prospera Financial Services Inc's Holding History (CIK: 0001541625)

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

Q4 2025
Shares 148,080 Value ($000) $5,232 Avg Close — Range —
Q3 2025
Shares 106,938 Value ($000) $3,713 Avg Close — Range —
Q2 2025
Shares 87,584 Value ($000) $2,929 Avg Close — Range —
Q1 2025
Shares 61,490 Value ($000) $1,905 Avg Close — Range —
Q4 2024
Shares 34,596 Value ($000) $1,082 Avg Close — Range —
Q3 2024
Shares 25,031 Value ($000) $777 Avg Close — Range —
Q2 2024
Shares 19,234 Value ($000) $572 Avg Close — Range —
Q1 2024
Shares 13,681 Value ($000) $398 Avg Close — Range —