CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

SWEENEY & MICHEL, LLC's Holding History (CIK: 0001979556)

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

Q4 2025
Shares 6,751 Value ($000) $246 Avg Close — Range —
Q3 2025
Shares 6,471 Value ($000) $222 Avg Close — Range —
Q2 2025
Shares 6,437 Value ($000) $216 Avg Close — Range —