VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 276,212 Value ($000) $173,221 Avg Close — Range —
Q3 2025
Shares 261,688 Value ($000) $160,252 Avg Close — Range —
Q2 2025
Shares 239,109 Value ($000) $135,821 Avg Close — Range —
Q1 2025
Shares 238,906 Value ($000) $122,776 Avg Close — Range —
Q4 2024
Shares 235,839 Value ($000) $127,072 Avg Close — Range —
Q3 2024
Shares 230,185 Value ($000) $121,462 Avg Close — Range —
Q2 2024
Shares 230,192 Value ($000) $115,126 Avg Close — Range —
Q1 2024
Shares 208,663 Value ($000) $100,304 Avg Close — Range —
Q4 2023
Shares 194,025 Value ($000) $84,750 Avg Close — Range —
Q3 2023
Shares 182,585 Value ($000) $71,701 Avg Close — Range —
Q2 2023
Shares 173,303 Value ($000) $70,583 Avg Close — Range —
Q1 2023
Shares 132,177 Value ($000) $49,698 Avg Close — Range —
Q4 2022
Shares 107,807 Value ($000) $37,877 Avg Close — Range —
Q3 2022
Shares 102,058 Value ($000) $33,506 Avg Close — Range —
Q2 2022
Shares 34,468 Value ($000) $12,100 Avg Close — Range —
Q1 2022
Shares 13,858 Value ($000) $5,753 Avg Close — Range —
Q2 2021
Shares 11,146 Value ($000) $4,386 Avg Close — Range —
Q1 2021
Shares 5,717 Value ($000) $2,083 Avg Close — Range —
Q4 2020
Shares 3,949 Value ($000) $1,357 Avg Close — Range —