CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Tempus Wealth Planning, LLC's Holding History (CIK: 0001806428)

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

Q4 2025
Shares 167,919 Value ($000) $5,933 Avg Close — Range —
Q3 2025
Shares 155,911 Value ($000) $5,413 Avg Close — Range —
Q2 2025
Shares 134,649 Value ($000) $4,503 Avg Close — Range —
Q1 2025
Shares 131,354 Value ($000) $4,069 Avg Close — Range —
Q4 2024
Shares 112,154 Value ($000) $3,507 Avg Close — Range —
Q3 2024
Shares 91,191 Value ($000) $2,831 Avg Close — Range —
Q2 2024
Shares 69,071 Value ($000) $2,053 Avg Close — Range —
Q1 2024
Shares 36,528 Value ($000) $1,063 Avg Close — Range —