Dodge & Cox Balanced Fund

Ticker: DODBX CUSIP: 256201104 Class: EQUITY FUNDS

Holders for Q4 2025 Position Changes for Q4 2025

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

InstitutionSharesValue ($000)
Coston, McIsaac & Partners3,131$0
Motiv8 Investments LLC1,000$0
Total (2 institutions)4,131$0