VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,338 Value ($000) $2,093 Avg Close — Range —
Q3 2025
Shares 3,380 Value ($000) $2,069 Avg Close — Range —
Q2 2025
Shares 3,288 Value ($000) $1,868 Avg Close — Range —
Q1 2025
Shares 3,305 Value ($000) $1,626 Avg Close — Range —
Q4 2024
Shares 3,175 Value ($000) $1,780 Avg Close — Range —
Q3 2024
Shares 2,928 Value ($000) $1,545 Avg Close — Range —
Q2 2024
Shares 2,771 Value ($000) $1,386 Avg Close — Range —
Q1 2024
Shares 2,739 Value ($000) $1,317 Avg Close — Range —
Q4 2023
Shares 3,123 Value ($000) $1,364 Avg Close — Range —
Q3 2023
Shares 2,273 Value ($000) $893 Avg Close — Range —
Q2 2023
Shares 2,138 Value ($000) $871 Avg Close — Range —
Q1 2023
Shares 2,133 Value ($000) $802 Avg Close — Range —
Q4 2022
Shares 2,417 Value ($000) $849 Avg Close — Range —
Q3 2022
Shares 2,817 Value ($000) $924 Avg Close — Range —
Q2 2022
Shares 3,021 Value ($000) $1,166 Avg Close — Range —
Q1 2022
Shares 2,284 Value ($000) $948 Avg Close — Range —
Q4 2021
Shares 4,891 Value ($000) $2,135 Avg Close — Range —