Mascagni Wealth Management’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	$2.24M	Sell	67,080 -9,892	-13%	-$331K	1.91%	11
2025 Q1	$2.38M	Hold	76,972	–	–	2.37%	8
2024 Q4	$2.38M	Buy	+76,972	New	+$2.38M	2.37%	8