CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 16,122 Value ($000) $570 Avg Close — Range —
Q3 2025
Shares 15,065 Value ($000) $523 Avg Close — Range —
Q2 2025
Shares 14,723 Value ($000) $492 Avg Close — Range —