CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

IHT Wealth Management, LLC's Holding History (CIK: 0001697490)

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

Q4 2025
Shares 22,833 Value ($000) $807 Avg Close — Range —
Q3 2025
Shares 15,745 Value ($000) $547 Avg Close — Range —
Q2 2025
Shares 15,668 Value ($000) $524 Avg Close — Range —
Q1 2025
Shares 8,806 Value ($000) $273 Avg Close — Range —
Q4 2024
Shares 8,806 Value ($000) $275 Avg Close — Range —