ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

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

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

Q4 2025
Shares 945 Value ($000) $115 Avg Close — Range —
Q3 2025
Shares 326 Value ($000) $40 Avg Close — Range —
Q2 2025
Shares 326 Value ($000) $38 Avg Close — Range —
Q1 2025
Shares 326 Value ($000) $39 Avg Close — Range —
Q4 2024
Shares 827 Value ($000) $93 Avg Close — Range —
Q3 2024
Shares 737 Value ($000) $87 Avg Close — Range —
Q2 2024
Shares 738 Value ($000) $85 Avg Close — Range —
Q1 2024
Shares 732 Value ($000) $79 Avg Close — Range —
Q4 2023
Shares 752 Value ($000) $77 Avg Close — Range —
Q3 2023
Shares 1,809 Value ($000) $179 Avg Close — Range —
Q2 2023
Shares 1,809 Value ($000) $182 Avg Close — Range —
Q1 2023
Shares 1,817 Value ($000) $185 Avg Close — Range —
Q4 2022
Shares 1,681 Value ($000) $175 Avg Close — Range —
Q3 2022
Shares 1,228 Value ($000) $112 Avg Close — Range —
Q2 2022
Shares 2,625 Value ($000) $264 Avg Close — Range —