CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001723223)

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

Q4 2025
Shares 23,335 Value ($000) $824 Avg Close Range
Q3 2025
Shares 18,071 Value ($000) $627 Avg Close Range
Q2 2025
Shares 15,061 Value ($000) $504 Avg Close Range
Q1 2025
Shares 11,347 Value ($000) $352 Avg Close Range