ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q2 2025
Shares 2,506 Value ($000) $235 Avg Close — Range —
Q4 2024
Shares 3,915 Value ($000) $356 Avg Close — Range —
Q3 2024
Shares 40,512 Value ($000) $3,699 Avg Close — Range —
Q2 2024
Shares 38,790 Value ($000) $3,257 Avg Close — Range —
Q1 2024
Shares 37,547 Value ($000) $3,138 Avg Close — Range —
Q4 2023
Shares 53,517 Value ($000) $4,176 Avg Close — Range —
Q1 2022
Shares 2,624 Value ($000) $203 Avg Close — Range —
Q4 2021
Shares 4,601 Value ($000) $372 Avg Close — Range —