Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Capital Group KKR Multi-Sector (plus) | 112,962.56 | reported | 10 Jul 2025 | tx 2+112,962.57 |
| Capital Group KKR Core Plus (plus) | 24,801.59 | reported | 17 Jun 2025 | tx 1+24,801.59 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Jul 2025 | GRANT_AWARD | Capital Group KKR Multi-Sector (plus) | 14,634.15 | 10.25 USD | |
| 17 Jun 2025 | GRANT_AWARD | Capital Group KKR Multi-Sector (plus) | 98,328.42 | 10.17 USD | |
| 17 Jun 2025 | GRANT_AWARD | Capital Group KKR Core Plus (plus) | 24,801.59 | 10.08 USD |