ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

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

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

Q4 2025
Shares 2,905 Value ($000) $624 Avg Close — Range —
Q3 2025
Shares 2,800 Value ($000) $586 Avg Close — Range —
Q2 2025
Shares 2,316 Value ($000) $437 Avg Close — Range —
Q1 2025
Shares 2,309 Value ($000) $353 Avg Close — Range —
Q4 2024
Shares 2,328 Value ($000) $338 Avg Close — Range —
Q3 2024
Shares 2,300 Value ($000) $344 Avg Close — Range —
Q2 2024
Shares 2,659 Value ($000) $381 Avg Close — Range —
Q1 2024
Shares 2,476 Value ($000) $322 Avg Close — Range —
Q4 2023
Shares 751 Value ($000) $95 Avg Close — Range —
Q3 2023
Shares 800 Value ($000) $85 Avg Close — Range —
Q2 2023
Shares 800 Value ($000) $93 Avg Close — Range —
Q1 2023
Shares 913 Value ($000) $105 Avg Close — Range —
Q4 2022
Shares 50 Value ($000) $6 Avg Close — Range —