CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 10,926 Value ($000) $386 Avg Close — Range —
Q3 2025
Shares 10,869 Value ($000) $377 Avg Close — Range —
Q2 2025
Shares 4,845 Value ($000) $162 Avg Close — Range —
Q1 2025
Shares 8,632 Value ($000) $267 Avg Close — Range —
Q4 2024
Shares 8,632 Value ($000) $270 Avg Close — Range —