CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 119,520 Value ($000) $4,223 Avg Close — Range —
Q3 2025
Shares 104,253 Value ($000) $3,620 Avg Close — Range —
Q2 2025
Shares 85,501 Value ($000) $2,859 Avg Close — Range —
Q1 2025
Shares 188,761 Value ($000) $5,848 Avg Close — Range —
Q4 2024
Shares 115,946 Value ($000) $3,626 Avg Close — Range —
Q3 2024
Shares 93,301 Value ($000) $2,897 Avg Close — Range —
Q2 2024
Shares 37,779 Value ($000) $1,123 Avg Close — Range —