CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Gerber Kawasaki Wealth & Investment Management's Holding History (CIK: 0001666736)

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

Q4 2025
Shares 123,671 Value ($000) $4,369 Avg Close — Range —
Q3 2025
Shares 106,489 Value ($000) $3,697 Avg Close — Range —
Q2 2025
Shares 91,327 Value ($000) $3,054 Avg Close — Range —
Q1 2025
Shares 74,190 Value ($000) $2,298 Avg Close — Range —
Q4 2024
Shares 59,087 Value ($000) $1,848 Avg Close — Range —
Q3 2024
Shares 32,250 Value ($000) $1,001 Avg Close — Range —
Q2 2024
Shares 9,162 Value ($000) $272 Avg Close — Range —