A&I Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$274K	Hold	8,179	–	–	0.15%	62
2025 Q1	$253K	Buy	8,179 +355	+5%	+$11K	0.17%	64
2024 Q4	$245K	Buy	+7,824	New	+$245K	0.24%	59