ISHARES TR

Ticker: IGRO CUSIP: 46435G524 Class: INTL DIV GRWTH

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

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

Q4 2025
Shares 136,047 Value ($000) $11,261 Avg Close — Range —
Q3 2025
Shares 134,804 Value ($000) $10,740 Avg Close — Range —
Q2 2025
Shares 132,341 Value ($000) $10,440 Avg Close — Range —
Q1 2025
Shares 127,496 Value ($000) $9,384 Avg Close — Range —
Q4 2024
Shares 124,778 Value ($000) $8,662 Avg Close — Range —
Q3 2024
Shares 118,756 Value ($000) $8,858 Avg Close — Range —
Q2 2024
Shares 110,440 Value ($000) $7,444 Avg Close — Range —
Q1 2024
Shares 105,181 Value ($000) $7,085 Avg Close — Range —
Q4 2023
Shares 108,985 Value ($000) $7,037 Avg Close — Range —
Q3 2023
Shares 110,257 Value ($000) $6,539 Avg Close — Range —
Q2 2023
Shares 88,596 Value ($000) $5,495 Avg Close — Range —
Q1 2023
Shares 84,712 Value ($000) $5,135 Avg Close — Range —
Q4 2022
Shares 79,037 Value ($000) $4,555 Avg Close — Range —
Q3 2022
Shares 25,067 Value ($000) $1,269 Avg Close — Range —
Q2 2022
Shares 8,944 Value ($000) $525 Avg Close — Range —