Base Wealth Management LLC’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	$12.3M	Buy	368,189 +5,818	+2%	+$195K	7.89%	2
2025 Q1	$11.2M	Buy	+362,371	New	+$11.2M	8.55%	2