ZIONS BANCORPORATION N A

Ticker: ZION CUSIP: 989701107 Class: COM

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

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

Q4 2025

Shares 344 Value ($000) $20 Avg Close $54.46 Range $46.19 - $60.77

Q1 2025

Shares 4 Value ($000) $0 Avg Close $53.85 Range $46.19 - $59.45

Q1 2022

Shares 26 Value ($000) $2 Avg Close $68.41 Range $59.49 - $75.44

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	344	$20	$54.46	$46.19 - $60.77
Q1 2025	4	$0	$53.85	$46.19 - $59.45
Q1 2022	26	$2	$68.41	$59.49 - $75.44