ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025

Shares 123 Value ($000) $21 Avg Close — Range —

Q3 2025

Shares 123 Value ($000) $20 Avg Close — Range —

Q2 2025

Shares 123 Value ($000) $18 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	123	$21	—	—
Q3 2025	123	$20	—	—
Q2 2025	123	$18	—	—