ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 2,763 Value ($000) $411 Avg Close — Range —
Q3 2025
Shares 2,079 Value ($000) $303 Avg Close — Range —
Q2 2025
Shares 1,961 Value ($000) $265 Avg Close — Range —
Q1 2025
Shares 1,985 Value ($000) $242 Avg Close — Range —
Q4 2024
Shares 965 Value ($000) $124 Avg Close — Range —
Q3 2024
Shares 1,511 Value ($000) $190 Avg Close — Range —
Q2 2024
Shares 1,509 Value ($000) $183 Avg Close — Range —
Q1 2024
Shares 2,497 Value ($000) $275 Avg Close — Range —
Q4 2023
Shares 15,268 Value ($000) $1,607 Avg Close — Range —
Q3 2023
Shares 621 Value ($000) $58 Avg Close — Range —
Q2 2023
Shares 621 Value ($000) $61 Avg Close — Range —
Q1 2023
Shares 621 Value ($000) $56 Avg Close — Range —
Q4 2022
Shares 621 Value ($000) $53 Avg Close — Range —
Q3 2022
Shares 621 Value ($000) $49 Avg Close — Range —
Q2 2022
Shares 816 Value ($000) $68 Avg Close — Range —
Q1 2022
Shares 816 Value ($000) $82 Avg Close — Range —
Q4 2021
Shares 1,325 Value ($000) $142 Avg Close — Range —