ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

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

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

Q4 2025
Shares 37,999 Value ($000) $1,942 Avg Close — Range —
Q3 2025
Shares 36,755 Value ($000) $1,885 Avg Close — Range —
Q2 2025
Shares 4,627 Value ($000) $236 Avg Close — Range —
Q1 2025
Shares 1,510 Value ($000) $77 Avg Close — Range —
Q4 2024
Shares 5 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 111,163 Value ($000) $5,476 Avg Close — Range —