CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 23,103 Value ($000) $816 Avg Close — Range —
Q3 2025
Shares 23,071 Value ($000) $801 Avg Close — Range —
Q1 2025
Shares 14,048 Value ($000) $435 Avg Close — Range —