CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

StrongBox Wealth, LLC's Holding History (CIK: 0001812155)

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

Q4 2025
Shares 83,515 Value ($000) $2,951 Avg Close — Range —
Q3 2025
Shares 70,943 Value ($000) $2,463 Avg Close — Range —
Q2 2025
Shares 66,782 Value ($000) $2,233 Avg Close — Range —
Q1 2025
Shares 63,972 Value ($000) $1,982 Avg Close — Range —