CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 14,439 Value ($000) $510 Avg Close — Range —
Q3 2025
Shares 12,433 Value ($000) $432 Avg Close — Range —
Q2 2025
Shares 12,927 Value ($000) $432 Avg Close — Range —
Q1 2025
Shares 12,886 Value ($000) $399 Avg Close — Range —
Q4 2024
Shares 9,858 Value ($000) $308 Avg Close — Range —
Q3 2024
Shares 9,309 Value ($000) $289 Avg Close — Range —
Q2 2024
Shares 7,358 Value ($000) $219 Avg Close — Range —
Q1 2024
Shares 7,130 Value ($000) $208 Avg Close — Range —