CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

LongView Wealth Management's Holding History (CIK: 0001990190)

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

Q4 2025
Shares 245,039 Value ($000) $8,885 Avg Close — Range —
Q3 2025
Shares 192,256 Value ($000) $6,675 Avg Close — Range —
Q2 2025
Shares 158,837 Value ($000) $5,312 Avg Close — Range —
Q1 2025
Shares 134,364 Value ($000) $4,163 Avg Close — Range —
Q4 2024
Shares 108,765 Value ($000) $3,401 Avg Close — Range —
Q3 2024
Shares 72,120 Value ($000) $2,239 Avg Close — Range —
Q2 2024
Shares 28,484 Value ($000) $847 Avg Close — Range —
Q1 2024
Shares 17,593 Value ($000) $512 Avg Close — Range —