INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 343 Value ($000) $102 Avg Close $298.78 Range $262.11 - $324.90
Q3 2025
Shares 343 Value ($000) $97 Avg Close $259.55 Range $232.08 - $292.01
Q2 2025
Shares 343 Value ($000) $101 Avg Close $253.82 Range $210.49 - $292.56
Q1 2025
Shares 253 Value ($000) $63 Avg Close $239.40 Range $209.20 - $261.47
Q4 2024
Shares 248 Value ($000) $55 Avg Close $216.31 Range $196.83 - $233.32
Q3 2024
Shares 248 Value ($000) $55 Avg Close $188.97 Range $166.24 - $216.80
Q2 2024
Shares 268 Value ($000) $46 Avg Close $165.85 Range $154.39 - $183.50
Q1 2024
Shares 358 Value ($000) $68 Avg Close $172.56 Range $148.54 - $189.10
Q4 2023
Shares 100 Value ($000) $16 Avg Close $141.50 Range $126.39 - $156.49
Q3 2023
Shares 240 Value ($000) $34 Avg Close $131.75 Range $120.98 - $141.33
Q2 2023
Shares 600 Value ($000) $80 Avg Close $118.05 Range $110.47 - $128.27
Q2 2022
Shares 40 Value ($000) $6 Avg Close $117.50 Range $107.95 - $126.60
Q1 2022
Shares 4 Value ($000) $1 Avg Close $112.10 Range $102.68 - $121.43