VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 34,986 Value ($000) $11,730 Avg Close — Range —
Q3 2025
Shares 35,541 Value ($000) $11,663 Avg Close — Range —
Q2 2025
Shares 35,399 Value ($000) $10,759 Avg Close — Range —
Q1 2025
Shares 37,706 Value ($000) $9,933 Avg Close — Range —
Q4 2024
Shares 5,143 Value ($000) $1,554 Avg Close — Range —
Q3 2024
Shares 4,921 Value ($000) $1,393 Avg Close — Range —
Q2 2024
Shares 4,938 Value ($000) $1,321 Avg Close — Range —
Q1 2024
Shares 4,845 Value ($000) $1,259 Avg Close — Range —
Q4 2023
Shares 4,142 Value ($000) $983 Avg Close — Range —
Q3 2023
Shares 4,199 Value ($000) $892 Avg Close — Range —
Q2 2023
Shares 4,139 Value ($000) $912 Avg Close — Range —
Q1 2023
Shares 4,125 Value ($000) $842 Avg Close — Range —
Q4 2022
Shares 4,105 Value ($000) $785 Avg Close — Range —
Q3 2022
Shares 4,134 Value ($000) $741 Avg Close — Range —
Q2 2022
Shares 4,121 Value ($000) $870 Avg Close — Range —
Q1 2022
Shares 4,046 Value ($000) $921 Avg Close — Range —
Q4 2021
Shares 3,994 Value ($000) $964 Avg Close — Range —