NEW PERSPECTIVE FD INC SHS CL

Ticker: ANWFX CUSIP: 648018828 Class: MUTUAL FUND

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 2,198

Increased Positions (4)

KELLEHER FINANCIAL ADVISORS
Value ($000) $84 (+2.5%) Shares 1,201 (+6.9%)
Estabrook Capital Management
Value ($000) $28 (+2.6%) Shares 398 (+7.0%)
Oakworth Capital, Inc.
Value ($000) $27 (+2.5%) Shares 378 (+6.8%)
Coston, McIsaac & Partners
Value ($000) $0 (+10.0%) Shares 158 (+6.8%)

Decreased Positions (1)

Transce3nd, LLC
Value ($000) $12 (+137.6%) Shares 163 (-63.0%)