WealthPLAN Partners’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	-23,374	Closed	-$731K	–	248
2024 Q4	$731K	Buy	+23,374	New	+$731K	0.1%	138