CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Clear Creek Financial Management, LLC's Holding History (CIK: 0001784235)

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

Q4 2025
Shares 104,846 Value ($000) $3,704 Avg Close — Range —
Q3 2025
Shares 95,880 Value ($000) $3,329 Avg Close — Range —
Q2 2025
Shares 89,959 Value ($000) $3,008 Avg Close — Range —
Q1 2025
Shares 84,483 Value ($000) $2,617 Avg Close — Range —
Q4 2024
Shares 71,709 Value ($000) $2,242 Avg Close — Range —
Q3 2024
Shares 58,004 Value ($000) $1,801 Avg Close — Range —
Q2 2024
Shares 37,880 Value ($000) $1,126 Avg Close — Range —