Commonwealth Equity Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Commonwealth Equity Services, LLC

2,061,754

Previous 1,818,806 13.36%

$71.6 Million

Previous $60.8 Million 17.7%

0.09%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	N/A	242,948 Added 13.36%	2,061,754 $71.6 Million
Q2 2025 Aug 06, 2025	SELL	N/A	-2,945 Reduced 0.16%	1,818,806 $60.8 Million
Q1 2025 May 09, 2025	BUY	N/A	588,909 Added 47.77%	1,821,751 $56.4 Million
Q4 2024 Feb 10, 2025	BUY	N/A	343,818 Added 38.67%	1,232,842 $38.6 Million
Q3 2024 Oct 18, 2024	BUY	N/A	181,509 Added 25.65%	889,024 $27.6 Million

Q2 2024 Jul 31, 2024	SELL	N/A	-13,114 Reduced 1.82%	707,515 $21 Million
Q1 2024 Apr 29, 2024	BUY	N/A	569,828 Added 377.87%	720,629 $21 Million
Q4 2023 Feb 06, 2024	BUY	N/A	150,801 New	150,801 $4.12 Million

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