CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Keystone Financial Group's Holding History (CIK: 0001729299)

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

Q4 2025
Shares 31,199 Value ($000) $1,102 Avg Close Range
Q2 2025
Shares 9,071 Value ($000) $303 Avg Close Range
Q1 2025
Shares 7,493 Value ($000) $232 Avg Close Range