ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 6,837 Value ($000) $683 Avg Close — Range —
Q3 2025
Shares 2,941 Value ($000) $295 Avg Close — Range —
Q2 2025
Shares 23,962 Value ($000) $2,377 Avg Close — Range —
Q1 2025
Shares 11,636 Value ($000) $1,151 Avg Close — Range —
Q4 2024
Shares 9,690 Value ($000) $939 Avg Close — Range —
Q3 2024
Shares 4,506 Value ($000) $456 Avg Close — Range —
Q2 2024
Shares 4,600 Value ($000) $456 Avg Close — Range —
Q1 2024
Shares 4,542 Value ($000) $432 Avg Close — Range —
Q4 2023
Shares 5,830 Value ($000) $579 Avg Close — Range —
Q3 2023
Shares 10,713 Value ($000) $1,007 Avg Close — Range —
Q2 2023
Shares 17,355 Value ($000) $1,700 Avg Close — Range —
Q1 2023
Shares 11,544 Value ($000) $1,150 Avg Close — Range —
Q4 2022
Shares 6,682 Value ($000) $648 Avg Close — Range —
Q3 2022
Shares 6,158 Value ($000) $593 Avg Close — Range —
Q2 2022
Shares 4,869 Value ($000) $495 Avg Close — Range —
Q1 2022
Shares 6,270 Value ($000) $672 Avg Close — Range —
Q4 2021
Shares 2,510 Value ($000) $286 Avg Close — Range —