GoalVest Advisory’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$344	–	449
2025 Q1	$344	Buy	+4	New	+$344	﹤0.01%	395
2022 Q2	–	Sell	-6	Closed	–	–	427
2022 Q1	$0	Buy	+6	New	–	﹤0.01%	444