CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 30,847 Value ($000) $1,090 Avg Close — Range —
Q3 2025
Shares 30,582 Value ($000) $1,062 Avg Close — Range —