ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 34,139 Value ($000) $2,253 Avg Close — Range —
Q3 2025
Shares 21,618 Value ($000) $1,411 Avg Close — Range —
Q2 2025
Shares 21,748 Value ($000) $1,349 Avg Close — Range —
Q1 2025
Shares 21,168 Value ($000) $1,178 Avg Close — Range —
Q4 2024
Shares 22,885 Value ($000) $1,499 Avg Close — Range —
Q3 2024
Shares 23,420 Value ($000) $1,460 Avg Close — Range —
Q2 2024
Shares 22,630 Value ($000) $1,324 Avg Close — Range —
Q1 2024
Shares 22,850 Value ($000) $1,388 Avg Close — Range —
Q4 2023
Shares 4,650 Value ($000) $1,289 Avg Close — Range —
Q3 2023
Shares 3,918 Value ($000) $977 Avg Close — Range —
Q2 2023
Shares 4,194 Value ($000) $1,097 Avg Close — Range —
Q1 2023
Shares 4,196 Value ($000) $1,050 Avg Close — Range —
Q4 2022
Shares 4,062 Value ($000) $983 Avg Close — Range —
Q3 2022
Shares 4,081 Value ($000) $894 Avg Close — Range —
Q2 2022
Shares 4,105 Value ($000) $1,055 Avg Close — Range —
Q1 2022
Shares 3,858 Value ($000) $1,035 Avg Close — Range —
Q4 2021
Shares 4,871 Value ($000) $1,378 Avg Close — Range —