NEW PERSPECTIVE FD INC COM

Ticker: ANWPX CUSIP: 648018109 Class: MUTUAL FUNDS

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (1)

Motiv8 Investments LLC
Value ($000) $0 Shares 64

Increased Positions (6)

IRONWOOD INVESTMENT MANAGEMENT LLC
Value ($000) $427 (+2.4%) Shares 6,044 (+6.7%)
Private Capital Advisors, Inc.
Value ($000) $355 (+2.4%) Shares 5,029 (+6.7%)
Westside Investment Management, Inc.
Value ($000) $225 (+1.2%) Shares 3,166 (+5.6%)
Game Plan Financial Advisors, LLC
Value ($000) $7 (+2.4%) Shares 102 (+7.4%)
Coston, McIsaac & Partners
Value ($000) $0 (+2.4%) Shares 2,469 (+6.7%)
NEVILLE RODIE & SHAW INC
Value ($000) $0 (+2.4%) Shares 3,553 (+6.6%)

Decreased Positions (2)

Ethos Financial Group, LLC
Value ($000) $502 (-40.8%) Shares 7,106 (-38.3%)
Fulton Bank, N.A.
Value ($000) $230 (-45.0%) Shares 3,262 (-42.8%)

Exited Positions (1)

Luminist Capital LLC
Value ($000) $10 Shares 138