ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 1,276 Value ($000) $384 Avg Close — Range —
Q3 2025
Shares 741 Value ($000) $201 Avg Close — Range —
Q2 2025
Shares 490 Value ($000) $117 Avg Close — Range —
Q1 2025
Shares 469 Value ($000) $88 Avg Close — Range —
Q4 2024
Shares 452 Value ($000) $97 Avg Close — Range —
Q3 2024
Shares 282 Value ($000) $65 Avg Close — Range —
Q2 2024
Shares 138 Value ($000) $32 Avg Close — Range —
Q1 2024
Shares 75 Value ($000) $16 Avg Close — Range —
Q4 2023
Shares 32 Value ($000) $18 Avg Close — Range —
Q3 2023
Shares 32 Value ($000) $15 Avg Close — Range —
Q2 2023
Shares 32 Value ($000) $16 Avg Close — Range —
Q1 2023
Shares 25 Value ($000) $11 Avg Close — Range —
Q4 2022
Shares 25 Value ($000) $9 Avg Close — Range —