ISHARES TR

Ticker: IWX CUSIP: 464289420 Class: RUS TP200 VL ETF

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

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

Q4 2025
Shares 5,924 Value ($000) $544 Avg Close — Range —
Q3 2025
Shares 5,924 Value ($000) $521 Avg Close — Range —
Q2 2025
Shares 6,029 Value ($000) $508 Avg Close — Range —
Q4 2021
Shares 465 Value ($000) $32 Avg Close — Range —