ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,592 Value ($000) $237 Avg Close — Range —
Q3 2025
Shares 3,592 Value ($000) $234 Avg Close — Range —
Q2 2025
Shares 2,814 Value ($000) $175 Avg Close — Range —
Q1 2025
Shares 3,150 Value ($000) $184 Avg Close — Range —
Q4 2024
Shares 3,150 Value ($000) $196 Avg Close — Range —
Q3 2024
Shares 3,150 Value ($000) $196 Avg Close — Range —
Q2 2024
Shares 3,150 Value ($000) $184 Avg Close — Range —
Q1 2024
Shares 3,150 Value ($000) $191 Avg Close — Range —
Q4 2023
Shares 630 Value ($000) $175 Avg Close — Range —
Q3 2023
Shares 630 Value ($000) $157 Avg Close — Range —
Q2 2023
Shares 630 Value ($000) $165 Avg Close — Range —
Q1 2023
Shares 180 Value ($000) $45 Avg Close — Range —
Q4 2022
Shares 5 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 5 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 5 Value ($000) $1 Avg Close — Range —
Q2 2021
Shares 90 Value ($000) $24 Avg Close — Range —
Q4 2020
Shares 101 Value ($000) $23 Avg Close — Range —