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GoalVest Advisory LLC
> VB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | VANGUARD INDEX FUNDS | VB | 51,178 | 19,223 | 9,676,224,000 | 3,621,710,000 | $189,069.99 |
| 06/30/2023 | VANGUARD INDEX FUNDS | VB | 31,955 | 11,579 | 6,054,514,000 | 2,314,703,000 | $189,470.00 |
| 03/31/2023 | VANGUARD INDEX FUNDS | VB | 31,955 | 11,579 | 6,055,588,000 | 2,315,777,000 | $189,503.61 |
| 12/31/2022 | VANGUARD INDEX FUNDS | VB | 20,376 | 855 | 3,739,811,000 | 3,736,475,000 | $183,540.00 |
| 09/30/2022 | VANGUARD INDEX FUNDS | VB | 19,521 | 1,842 | 3,336,000 | 167,000 | $170.89 |
| 06/30/2022 | VANGUARD INDEX FUNDS | VB | 17,679 | 1,051 | 3,169,000 | -365,000 | $179.25 |
| 03/31/2022 | VANGUARD INDEX FUNDS | VB | 16,628 | -2,341 | 3,534,000 | -739,000 | $212.53 |
| 06/30/2021 | VANGUARD INDEX FUNDS | VB | 18,969 | 2,556 | 4,273,000 | 759,000 | $225.26 |
| 03/31/2021 | VANGUARD INDEX FUNDS | VB | 16,413 | 3,702 | 3,514,000 | 1,039,000 | $214.10 |
| 12/31/2020 | VANGUARD INDEX FUNDS | VB | 12,711 | 12,711 | 2,475,000 | 2,475,000 | $194.71 |
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