ISHARES TR

Ticker: ILCV CUSIP: 464288109 Class: MORNINGSTAR VALU

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

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

Q4 2025
Shares 96 Value ($000) $9 Avg Close — Range —
Q3 2025
Shares 83 Value ($000) $7 Avg Close — Range —
Q2 2025
Shares 83 Value ($000) $7 Avg Close — Range —
Q1 2025
Shares 352 Value ($000) $29 Avg Close — Range —