VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 1,906 Value ($000) $404 Avg Close — Range —
Q3 2025
Shares 2,033 Value ($000) $424 Avg Close — Range —
Q2 2025
Shares 1,920 Value ($000) $374 Avg Close — Range —
Q1 2025
Shares 1,334 Value ($000) $235 Avg Close — Range —
Q4 2021
Shares 411 Value ($000) $73 Avg Close — Range —