CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Independent Wealth Network Inc.'s Holding History (CIK: 0001891240)

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

Q4 2025
Shares 28,065 Value ($000) $992 Avg Close — Range —
Q3 2025
Shares 28,598 Value ($000) $993 Avg Close — Range —
Q2 2025
Shares 25,006 Value ($000) $836 Avg Close — Range —
Q1 2025
Shares 21,159 Value ($000) $656 Avg Close — Range —
Q4 2024
Shares 15,271 Value ($000) $478 Avg Close — Range —