ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 1,842 Value ($000) $368 Avg Close — Range —
Q3 2025
Shares 2,828 Value ($000) $554 Avg Close — Range —
Q2 2025
Shares 2,841 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 2,832 Value ($000) $382 Avg Close — Range —
Q4 2024
Shares 2,202 Value ($000) $366 Avg Close — Range —