Plante Moran 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 Q1	–	Sell	-2,400	Closed	-$75K	–	819
2024 Q4	$75K	Hold	2,400	–	–	0.01%	297
2024 Q3	$74.5K	Buy	+2,400	New	+$74.5K	0.01%	328