Northwest Financial Advisors’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	$441K	Buy	+13,195	New	+$441K	0.62%	46
2024 Q4	–	Sell	-138	Closed	-$4.29K	–	177
2024 Q3	$4.29K	Buy	+138	New	+$4.29K	﹤0.01%	454