J P MORGAN EXCHANGE TRADED F

Ticker: JCPB CUSIP: 46641Q670 Class: CORE PLUS BD ETF

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

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

Q4 2025
Shares 1,439,759 Value ($000) $68,173 Avg Close — Range —
Q4 2021
Shares 1,202 Value ($000) $65 Avg Close — Range —