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GoalVest Advisory LLC
> DWM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | WisdomTree Trust | DWM | 0 | -162 | 0 | -8,140,000 | |
| 06/30/2023 | WisdomTree Trust | DWM | 162 | 162 | 8,140,000 | 8,140,000 | $50,246.91 |
| 03/31/2023 | WisdomTree Trust | DWM | 162 | 162 | 8,056,000 | 8,056,000 | $49,728.40 |
| 12/31/2022 | WisdomTree Trust | DWM | 0 | -90 | 0 | -4,000 | |
| 09/30/2022 | WisdomTree Trust | DWM | 90 | -100 | 4,000 | -4,000 | $44.44 |
| 06/30/2022 | WisdomTree Trust | DWM | 190 | 190 | 8,000 | 8,000 | $42.11 |
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