CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 25,833 Value ($000) $913 Avg Close — Range —
Q3 2025
Shares 12,815 Value ($000) $445 Avg Close — Range —
Q2 2025
Shares 9,683 Value ($000) $324 Avg Close — Range —
Q4 2024
Shares 2,484 Value ($000) $78 Avg Close — Range —
Q3 2024
Shares 477 Value ($000) $15 Avg Close — Range —