CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Regal Investment Advisors LLC's Holding History (CIK: 0001559789)

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

Q4 2025
Shares 15,211 Value ($000) $537 Avg Close — Range —
Q3 2025
Shares 9,360 Value ($000) $325 Avg Close — Range —
Q2 2025
Shares 9,166 Value ($000) $307 Avg Close — Range —