CAPITAL GROUP CORE BALANCED

Ticker: CGBL CUSIP: 14021D107 Class: SHS

Hartmann Taylor Wealth Management, LLC's Holding History (CIK: 0002058267)

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

Q4 2025
Shares 323,243 Value ($000) $11,420 Avg Close — Range —
Q3 2025
Shares 307,904 Value ($000) $10,690 Avg Close — Range —
Q2 2025
Shares 287,133 Value ($000) $9,602 Avg Close — Range —
Q1 2025
Shares 291,584 Value ($000) $9,033 Avg Close — Range —