NUSHARES ETF TR

Ticker: NULV CUSIP: 67092P300 Class: NUVEEN ESG LRGVL

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

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

Q4 2025
Shares 10,264 Value ($000) $462 Avg Close — Range —
Q3 2025
Shares 10,854 Value ($000) $476 Avg Close — Range —
Q2 2025
Shares 10,747 Value ($000) $450 Avg Close — Range —
Q1 2025
Shares 10,711 Value ($000) $412 Avg Close — Range —
Q4 2024
Shares 10,667 Value ($000) $437 Avg Close — Range —
Q3 2024
Shares 10,566 Value ($000) $441 Avg Close — Range —
Q2 2024
Shares 9,991 Value ($000) $378 Avg Close — Range —
Q1 2024
Shares 9,297 Value ($000) $361 Avg Close — Range —
Q4 2023
Shares 6,051 Value ($000) $217 Avg Close — Range —
Q4 2021
Shares 1,674 Value ($000) $65 Avg Close — Range —