ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

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

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

Q4 2025
Shares 5,848 Value ($000) $753 Avg Close — Range —
Q3 2025
Shares 5,701 Value ($000) $718 Avg Close — Range —
Q2 2025
Shares 5,986 Value ($000) $695 Avg Close — Range —
Q1 2025
Shares 6,226 Value ($000) $638 Avg Close — Range —
Q4 2024
Shares 6,864 Value ($000) $757 Avg Close — Range —
Q3 2024
Shares 7,407 Value ($000) $806 Avg Close — Range —
Q2 2024
Shares 8,216 Value ($000) $860 Avg Close — Range —
Q1 2024
Shares 1,002 Value ($000) $96 Avg Close — Range —
Q4 2023
Shares 1,002 Value ($000) $91 Avg Close — Range —
Q3 2023
Shares 855 Value ($000) $70 Avg Close — Range —
Q2 2023
Shares 866 Value ($000) $73 Avg Close — Range —
Q1 2023
Shares 866 Value ($000) $68 Avg Close — Range —
Q4 2022
Shares 1,135 Value ($000) $81 Avg Close — Range —
Q3 2022
Shares 4,221 Value ($000) $283 Avg Close — Range —
Q2 2022
Shares 4,376 Value ($000) $315 Avg Close — Range —
Q1 2022
Shares 3,504 Value ($000) $303 Avg Close — Range —
Q4 2021
Shares 1,961 Value ($000) $182 Avg Close — Range —