ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

Confluence Wealth Services, Inc.'s Holding History (CIK: 0001910411)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,280 Value ($000) $219 Avg Close — Range —
Q3 2025
Shares 2,280 Value ($000) $220 Avg Close — Range —
Q2 2025
Shares 2,280 Value ($000) $210 Avg Close — Range —
Q4 2021
Shares 614 Value ($000) $50 Avg Close — Range —