ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

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

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

Q4 2025
Shares 1,773 Value ($000) $215 Avg Close — Range —
Q3 2025
Shares 1,755 Value ($000) $205 Avg Close — Range —
Q4 2021
Shares 651 Value ($000) $54 Avg Close — Range —