GoalVest Advisory’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$502K	Hold	5,000	–	–	0.12%	84
2025 Q1	$502K	Hold	5,000	–	–	0.14%	82
2024 Q4	$501K	Sell	5,000 -750	-13%	-$75.1K	0.14%	87
2024 Q3	$578K	Buy	+5,750	New	+$578K	0.17%	79