CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

SRS Capital Advisors, Inc.'s Holding History (CIK: 0001586767)

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

Q4 2025
Shares 11,429 Value ($000) $404 Avg Close — Range —
Q3 2025
Shares 6,557 Value ($000) $228 Avg Close — Range —
Q2 2025
Shares 4,453 Value ($000) $149 Avg Close — Range —
Q1 2025
Shares 2,406 Value ($000) $75 Avg Close — Range —