CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Keystone Wealth Services, LLC's Holding History (CIK: 0001866189)

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

Q4 2025
Shares 48,197 Value ($000) $1,703 Avg Close — Range —
Q3 2025
Shares 40,350 Value ($000) $1,401 Avg Close — Range —
Q2 2025
Shares 30,000 Value ($000) $1,003 Avg Close — Range —
Q1 2025
Shares 36,084 Value ($000) $1,118 Avg Close — Range —
Q4 2024
Shares 31,001 Value ($000) $969 Avg Close — Range —
Q3 2024
Shares 22,344 Value ($000) $694 Avg Close — Range —