CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

PCG Wealth Advisors, LLC's Holding History (CIK: 0001905393)

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

Q4 2025
Shares 225,908 Value ($000) $7,981 Avg Close — Range —
Q3 2025
Shares 205,155 Value ($000) $7,123 Avg Close — Range —
Q1 2025
Shares 131,456 Value ($000) $4,073 Avg Close — Range —
Q4 2024
Shares 26,609 Value ($000) $832 Avg Close — Range —