ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 1,031 Value ($000) $258 Avg Close — Range —
Q4 2024
Shares 16 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 15 Value ($000) $2 Avg Close — Range —
Q4 2020
Shares 9 Value ($000) $1 Avg Close — Range —