CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

McNamara Financial Services, Inc.'s Holding History (CIK: 0001622431)

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

Q4 2025
Shares 14,829 Value ($000) $524 Avg Close — Range —
Q3 2025
Shares 14,829 Value ($000) $515 Avg Close — Range —
Q2 2025
Shares 10,271 Value ($000) $343 Avg Close — Range —
Q1 2025
Shares 22,794 Value ($000) $706 Avg Close — Range —
Q3 2024
Shares 17,086 Value ($000) $531 Avg Close — Range —
Q2 2024
Shares 11,882 Value ($000) $353 Avg Close — Range —