FIDELITY BALANCED FUND

Ticker: FBALX CUSIP: 316345206 Class: MUTUAL FUNDS

Holders for Q4 2025 Position Changes for Q4 2025

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

Increased Positions (1)

NEVILLE RODIE & SHAW INC
Value ($000) $1 (+1.3%) Shares 30,187 (+3.2%)

Decreased Positions (1)

Coston, McIsaac & Partners
Value ($000) $0 (-73.0%) Shares 5,020 (-72.4%)