CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Mutual Advisors, LLC's Holding History (CIK: 0001694080)

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

Q4 2025
Shares 58,732 Value ($000) $2,075 Avg Close — Range —
Q3 2025
Shares 46,741 Value ($000) $1,632 Avg Close — Range —
Q2 2025
Shares 32,788 Value ($000) $1,113 Avg Close — Range —
Q1 2025
Shares 36,859 Value ($000) $1,134 Avg Close — Range —
Q4 2024
Shares 51,408 Value ($000) $1,620 Avg Close — Range —
Q3 2024
Shares 45,625 Value ($000) $1,429 Avg Close — Range —
Q2 2024
Shares 33,549 Value ($000) $1,002 Avg Close — Range —