ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

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

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

Q4 2025
Shares 9,883 Value ($000) $885 Avg Close — Range —
Q3 2025
Shares 9,762 Value ($000) $860 Avg Close — Range —
Q2 2025
Shares 9,689 Value ($000) $808 Avg Close — Range —
Q1 2025
Shares 9,659 Value ($000) $739 Avg Close — Range —