CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Northwest Financial Advisors's Holding History (CIK: 0002010635)

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

Q4 2025
Shares 19,087 Value ($000) $674 Avg Close — Range —
Q3 2025
Shares 13,202 Value ($000) $458 Avg Close — Range —
Q2 2025
Shares 13,195 Value ($000) $441 Avg Close — Range —
Q3 2024
Shares 138 Value ($000) $4 Avg Close — Range —