CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Visionary Wealth Advisors's Holding History (CIK: 0001802984)

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

Q4 2025
Shares 24,993 Value ($000) $883 Avg Close — Range —
Q3 2025
Shares 21,692 Value ($000) $753 Avg Close — Range —
Q2 2025
Shares 18,078 Value ($000) $605 Avg Close — Range —
Q1 2025
Shares 16,949 Value ($000) $525 Avg Close — Range —
Q4 2024
Shares 9,309 Value ($000) $291 Avg Close — Range —