SPDR INDEX SHS FDS

Ticker: CWI CUSIP: 78463X848 Class: ETF

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

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

Q4 2025
Shares 6,979 Value ($000) $251 Avg Close — Range —
Q3 2025
Shares 6,979 Value ($000) $244 Avg Close — Range —
Q2 2025
Shares 6,979 Value ($000) $228 Avg Close — Range —
Q1 2025
Shares 6,979 Value ($000) $206 Avg Close — Range —
Q4 2024
Shares 7,049 Value ($000) $197 Avg Close — Range —
Q3 2024
Shares 7,049 Value ($000) $215 Avg Close — Range —
Q2 2024
Shares 7,049 Value ($000) $200 Avg Close — Range —
Q1 2024
Shares 7,049 Value ($000) $200 Avg Close — Range —