CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

SAGESPRING WEALTH PARTNERS, LLC's Holding History (CIK: 0002056425)

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

Q4 2025
Shares 138,824 Value ($000) $4,905 Avg Close Range
Q3 2025
Shares 122,131 Value ($000) $4,240 Avg Close Range
Q2 2025
Shares 119,313 Value ($000) $3,990 Avg Close Range
Q1 2025
Shares 93,749 Value ($000) $2,904 Avg Close Range
Q4 2024
Shares 34,117 Value ($000) $1,067 Avg Close Range