ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 91,906 Value ($000) $9,844 Avg Close — Range —
Q3 2025
Shares 82,922 Value ($000) $8,830 Avg Close — Range —
Q2 2025
Shares 77,500 Value ($000) $8,097 Avg Close — Range —
Q1 2025
Shares 75,785 Value ($000) $7,843 Avg Close — Range —
Q4 2024
Shares 44,382 Value ($000) $4,705 Avg Close — Range —
Q3 2024
Shares 36,610 Value ($000) $3,977 Avg Close — Range —
Q2 2024
Shares 29,938 Value ($000) $3,190 Avg Close — Range —
Q1 2024
Shares 24,235 Value ($000) $2,608 Avg Close — Range —
Q4 2023
Shares 9,581 Value ($000) $1,039 Avg Close — Range —
Q3 2022
Shares 2,237 Value ($000) $229 Avg Close — Range —
Q2 2022
Shares 2,303 Value ($000) $248 Avg Close — Range —
Q4 2021
Shares 733 Value ($000) $85 Avg Close — Range —