CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Carson Advisory Inc.'s Holding History (CIK: 0001909304)

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

Q4 2025
Shares 14,575 Value ($000) $515 Avg Close — Range —
Q3 2025
Shares 13,575 Value ($000) $471 Avg Close — Range —
Q2 2025
Shares 13,075 Value ($000) $437 Avg Close — Range —
Q1 2025
Shares 13,075 Value ($000) $405 Avg Close — Range —
Q4 2024
Shares 13,353 Value ($000) $418 Avg Close — Range —
Q3 2024
Shares 11,553 Value ($000) $359 Avg Close — Range —