CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Clarity Wealth Advisors, LLC's Holding History (CIK: 0001767384)

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

Q4 2025
Shares 206,693 Value ($000) $7,302 Avg Close — Range —
Q3 2025
Shares 148,689 Value ($000) $5,162 Avg Close — Range —
Q2 2025
Shares 106,568 Value ($000) $3,564 Avg Close — Range —
Q1 2025
Shares 89,052 Value ($000) $2,759 Avg Close — Range —
Q4 2024
Shares 67,031 Value ($000) $2,096 Avg Close — Range —
Q3 2024
Shares 39,545 Value ($000) $1,228 Avg Close — Range —
Q2 2024
Shares 12,011 Value ($000) $357 Avg Close — Range —