CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 8,283 Value ($000) $293 Avg Close — Range —
Q3 2025
Shares 7,208 Value ($000) $250 Avg Close — Range —
Q2 2025
Shares 5,821 Value ($000) $195 Avg Close — Range —
Q1 2025
Shares 1,786 Value ($000) $55 Avg Close — Range —