CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Summit Global Investments's Holding History (CIK: 0001697953)

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

Q4 2025
Shares 15,723 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 15,141 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 13,015 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 11,818 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 9,932 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 6,744 Value ($000) $0 Avg Close — Range —