SELECT SECTOR SPDR TR

Ticker: XLB CUSIP: 81369Y100 Class: SBI MATERIALS

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

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

Q3 2025
Shares 219 Value ($000) $20 Avg Close — Range —
Q2 2025
Shares 219 Value ($000) $19 Avg Close — Range —
Q1 2025
Shares 231 Value ($000) $20 Avg Close — Range —
Q4 2024
Shares 312 Value ($000) $26 Avg Close — Range —
Q3 2024
Shares 300 Value ($000) $29 Avg Close — Range —
Q2 2024
Shares 300 Value ($000) $26 Avg Close — Range —
Q1 2024
Shares 300 Value ($000) $28 Avg Close — Range —