CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Pines Wealth Management, LLC's Holding History (CIK: 0002037426)

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

Q4 2025
Shares 20,408 Value ($000) $721 Avg Close Range
Q3 2025
Shares 19,236 Value ($000) $668 Avg Close Range
Q2 2025
Shares 19,984 Value ($000) $673 Avg Close Range
Q1 2025
Shares 17,974 Value ($000) $515 Avg Close Range
Q4 2024
Shares 19,898 Value ($000) $617 Avg Close Range