ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 699 Value ($000) $84 Avg Close — Range —
Q3 2025
Shares 699 Value ($000) $83 Avg Close — Range —
Q2 2025
Shares 699 Value ($000) $76 Avg Close — Range —
Q1 2025
Shares 1,666 Value ($000) $174 Avg Close — Range —
Q4 2024
Shares 1,666 Value ($000) $192 Avg Close — Range —
Q3 2024
Shares 1,666 Value ($000) $195 Avg Close — Range —
Q2 2024
Shares 1,666 Value ($000) $178 Avg Close — Range —
Q1 2024
Shares 1,666 Value ($000) $184 Avg Close — Range —
Q4 2023
Shares 1,703 Value ($000) $184 Avg Close — Range —
Q3 2023
Shares 1,725 Value ($000) $163 Avg Close — Range —
Q2 2023
Shares 1,737 Value ($000) $173 Avg Close — Range —
Q1 2023
Shares 2,033 Value ($000) $197 Avg Close — Range —
Q4 2022
Shares 2,122 Value ($000) $201 Avg Close — Range —
Q3 2022
Shares 1,742 Value ($000) $152 Avg Close — Range —
Q2 2022
Shares 2,918 Value ($000) $272 Avg Close — Range —
Q1 2022
Shares 5,937 Value ($000) $640 Avg Close — Range —
Q2 2021
Shares 4,688 Value ($000) $530 Avg Close — Range —
Q1 2021
Shares 4,550 Value ($000) $494 Avg Close — Range —
Q4 2020
Shares 4,601 Value ($000) $423 Avg Close — Range —