ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 15,629 Value ($000) $2,178 Avg Close — Range —
Q3 2025
Shares 14,123 Value ($000) $1,916 Avg Close — Range —
Q2 2025
Shares 11,539 Value ($000) $1,463 Avg Close — Range —
Q1 2025
Shares 8,717 Value ($000) $1,001 Avg Close — Range —
Q4 2024
Shares 8,717 Value ($000) $1,060 Avg Close — Range —
Q3 2024
Shares 9,659 Value ($000) $1,163 Avg Close — Range —
Q2 2024
Shares 9,659 Value ($000) $1,085 Avg Close — Range —
Q1 2024
Shares 10,804 Value ($000) $1,179 Avg Close — Range —
Q4 2023
Shares 11,120 Value ($000) $1,118 Avg Close — Range —
Q3 2023
Shares 11,084 Value ($000) $997 Avg Close — Range —
Q2 2023
Shares 5,353 Value ($000) $501 Avg Close — Range —