ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 658 Value ($000) $93 Avg Close — Range —
Q3 2025
Shares 658 Value ($000) $92 Avg Close — Range —
Q2 2025
Shares 658 Value ($000) $87 Avg Close — Range —
Q4 2024
Shares 84 Value ($000) $11 Avg Close — Range —
Q3 2024
Shares 84 Value ($000) $11 Avg Close — Range —
Q2 2024
Shares 84 Value ($000) $10 Avg Close — Range —
Q1 2024
Shares 84 Value ($000) $11 Avg Close — Range —
Q3 2022
Shares 55 Value ($000) $5 Avg Close — Range —
Q1 2022
Shares 3 Value ($000) $0 Avg Close — Range —
Q2 2021
Shares 3 Value ($000) $0 Avg Close — Range —