ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 10,913 Value ($000) $1,311 Avg Close — Range —
Q3 2025
Shares 5,919 Value ($000) $703 Avg Close — Range —
Q2 2025
Shares 7,011 Value ($000) $766 Avg Close — Range —
Q1 2025
Shares 5,990 Value ($000) $586 Avg Close — Range —
Q4 2024
Shares 7,397 Value ($000) $883 Avg Close — Range —
Q3 2024
Shares 4,471 Value ($000) $523 Avg Close — Range —
Q2 2024
Shares 3,013 Value ($000) $321 Avg Close — Range —
Q1 2024
Shares 3,003 Value ($000) $332 Avg Close — Range —
Q4 2023
Shares 3,071 Value ($000) $332 Avg Close — Range —
Q3 2023
Shares 3,394 Value ($000) $320 Avg Close — Range —
Q2 2023
Shares 3,082 Value ($000) $307 Avg Close — Range —
Q1 2023
Shares 3,440 Value ($000) $333 Avg Close — Range —
Q4 2022
Shares 3,727 Value ($000) $353 Avg Close — Range —
Q3 2022
Shares 3,931 Value ($000) $342 Avg Close — Range —
Q2 2022
Shares 3,832 Value ($000) $397 Avg Close — Range —
Q1 2022
Shares 1,992 Value ($000) $214 Avg Close — Range —
Q4 2021
Shares 3,576 Value ($000) $409 Avg Close — Range —