I have tried variations of =VLOOKUP(EDATE(E5, 0),B5:C19, 2), but it results in:
I have a feeling the EDATE function is not correctly identifying the final transaction of each month to feed that date into VLOOKUP. TYIA!
=VLOOKUP(MAXIFS($B$4:$B$18,$B$4:$B$18,"<"&E4),$B$4:$C$18,2,0)