SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q3 2024
Shares 7,852 Value ($000) $415 Avg Close — Range —
Q2 2024
Shares 20,641 Value ($000) $1,006 Avg Close — Range —
Q1 2024
Shares 9,439 Value ($000) $473 Avg Close — Range —