CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

CWS Financial Advisors, LLC's Holding History (CIK: 0001802459)

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

Q4 2025
Shares 107,249 Value ($000) $3,789 Avg Close — Range —
Q3 2025
Shares 98,838 Value ($000) $3,432 Avg Close — Range —
Q2 2025
Shares 93,389 Value ($000) $3,123 Avg Close — Range —
Q1 2025
Shares 70,621 Value ($000) $2,188 Avg Close — Range —
Q4 2024
Shares 43,903 Value ($000) $1,373 Avg Close — Range —
Q3 2024
Shares 29,017 Value ($000) $901 Avg Close — Range —
Q2 2024
Shares 15,845 Value ($000) $471 Avg Close — Range —
Q1 2024
Shares 8,943 Value ($000) $260 Avg Close — Range —