ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

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

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

Q4 2025
Shares 430 Value ($000) $64 Avg Close Range
Q3 2025
Shares 1,894 Value ($000) $276 Avg Close Range
Q2 2025
Shares 1,894 Value ($000) $256 Avg Close Range
Q1 2025
Shares 530 Value ($000) $65 Avg Close Range
Q4 2024
Shares 530 Value ($000) $68 Avg Close Range
Q3 2024
Shares 610 Value ($000) $77 Avg Close Range
Q2 2024
Shares 610 Value ($000) $72 Avg Close Range
Q1 2024
Shares 770 Value ($000) $89 Avg Close Range
Q4 2023
Shares 770 Value ($000) $81 Avg Close Range
Q3 2023
Shares 920 Value ($000) $87 Avg Close Range
Q2 2023
Shares 920 Value ($000) $90 Avg Close Range
Q1 2023
Shares 947 Value ($000) $86 Avg Close Range
Q4 2022
Shares 1,231 Value ($000) $104 Avg Close Range
Q3 2022
Shares 1,207 Value ($000) $96 Avg Close Range
Q2 2022
Shares 1,265 Value ($000) $107 Avg Close Range
Q1 2022
Shares 1,005 Value ($000) $101 Avg Close Range
Q2 2021
Shares 1,005 Value ($000) $99 Avg Close Range
Q4 2020
Shares 557 Value ($000) $48 Avg Close Range