ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q2 2025
Shares 856 Value ($000) $206 Avg Close — Range —
Q4 2023
Shares 3,574 Value ($000) $561 Avg Close — Range —
Q4 2021
Shares 49 Value ($000) $8 Avg Close — Range —