GoalVest Advisory’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3	Closed	-$543	–	440
2025 Q1	$543	Buy	+3	New	+$543	﹤0.01%	360
2022 Q2	–	Sell	-3	Closed	-$1K	–	418
2022 Q1	$1K	Buy	+3	New	+$1K	﹤0.01%	337