CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Quantum Financial Planning Services, Inc.'s Holding History (CIK: 0002050169)

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

Q4 2025
Shares 319,107 Value ($000) $11,274 Avg Close — Range —
Q3 2025
Shares 277,016 Value ($000) $9,618 Avg Close — Range —
Q2 2025
Shares 237,715 Value ($000) $7,949 Avg Close — Range —
Q1 2025
Shares 10,738 Value ($000) $333 Avg Close — Range —
Q4 2024
Shares 20,042 Value ($000) $627 Avg Close — Range —