CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

World Investment Advisors's Holding History (CIK: 0001652594)

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

Q4 2025
Shares 273,910 Value ($000) $9,677 Avg Close — Range —
Q3 2025
Shares 173,505 Value ($000) $6,024 Avg Close — Range —
Q2 2025
Shares 132,554 Value ($000) $4,433 Avg Close — Range —
Q1 2025
Shares 105,417 Value ($000) $3,266 Avg Close — Range —
Q4 2024
Shares 63,249 Value ($000) $1,978 Avg Close — Range —
Q3 2024
Shares 44,462 Value ($000) $1,381 Avg Close — Range —
Q2 2024
Shares 27,024 Value ($000) $803 Avg Close — Range —
Q1 2024
Shares 11,824 Value ($000) $344 Avg Close — Range —