CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

IFP Advisors, Inc's Holding History (CIK: 0001641866)

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

Q4 2025
Shares 317,223 Value ($000) $11,207 Avg Close — Range —
Q3 2025
Shares 298,500 Value ($000) $10,364 Avg Close — Range —
Q2 2025
Shares 210,471 Value ($000) $7,038 Avg Close — Range —
Q1 2025
Shares 180,709 Value ($000) $5,599 Avg Close — Range —
Q4 2024
Shares 361 Value ($000) $11 Avg Close — Range —
Q3 2024
Shares 1,093 Value ($000) $34 Avg Close — Range —
Q2 2024
Shares 1,093 Value ($000) $32 Avg Close — Range —