ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 68,450 Value ($000) $6,123 Avg Close — Range —
Q3 2025
Shares 57,898 Value ($000) $5,055 Avg Close — Range —
Q2 2025
Shares 58,204 Value ($000) $4,859 Avg Close — Range —
Q1 2025
Shares 53,568 Value ($000) $4,114 Avg Close — Range —
Q4 2024
Shares 56,587 Value ($000) $4,139 Avg Close — Range —
Q3 2024
Shares 56,481 Value ($000) $4,408 Avg Close — Range —
Q2 2024
Shares 56,266 Value ($000) $4,087 Avg Close — Range —
Q1 2024
Shares 55,068 Value ($000) $4,087 Avg Close — Range —
Q4 2023
Shares 57,432 Value ($000) $4,040 Avg Close — Range —
Q1 2022
Shares 4,761 Value ($000) $330 Avg Close — Range —
Q4 2021
Shares 10,121 Value ($000) $755 Avg Close — Range —