ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

GoalFusion Wealth Management, LLC's Holding History (CIK: 0001895678)

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

Q4 2025
Shares 80,024 Value ($000) $54,812 Avg Close — Range —
Q3 2025
Shares 79,490 Value ($000) $53,203 Avg Close — Range —
Q2 2025
Shares 79,336 Value ($000) $49,260 Avg Close — Range —
Q1 2025
Shares 80,007 Value ($000) $44,956 Avg Close — Range —
Q4 2024
Shares 78,889 Value ($000) $46,440 Avg Close — Range —
Q3 2024
Shares 78,027 Value ($000) $45,008 Avg Close — Range —
Q2 2024
Shares 73,818 Value ($000) $40,395 Avg Close — Range —
Q1 2024
Shares 74,281 Value ($000) $39,052 Avg Close — Range —
Q4 2023
Shares 76,548 Value ($000) $36,562 Avg Close — Range —
Q3 2023
Shares 76,793 Value ($000) $32,977 Avg Close — Range —
Q2 2023
Shares 76,598 Value ($000) $34,140 Avg Close — Range —
Q1 2023
Shares 76,492 Value ($000) $31,444 Avg Close — Range —
Q4 2022
Shares 75,744 Value ($000) $30,927 Avg Close — Range —
Q3 2022
Shares 71,234 Value ($000) $25,548 Avg Close — Range —
Q2 2022
Shares 68,352 Value ($000) $25,916 Avg Close — Range —
Q1 2022
Shares 64,150 Value ($000) $29,093 Avg Close — Range —
Q4 2021
Shares 63,986 Value ($000) $25,465 Avg Close — Range —