ISHARES TR

Ticker: HEFA CUSIP: 46434V803 Class: HDG MSCI EAFE

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

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

Q4 2025
Shares 79,142 Value ($000) $3,273 Avg Close — Range —
Q3 2025
Shares 19,592 Value ($000) $776 Avg Close — Range —
Q2 2025
Shares 954 Value ($000) $36 Avg Close — Range —
Q1 2025
Shares 4,231 Value ($000) $154 Avg Close — Range —
Q4 2024
Shares 1,254 Value ($000) $44 Avg Close — Range —
Q3 2024
Shares 1,877 Value ($000) $66 Avg Close — Range —
Q2 2024
Shares 8,331 Value ($000) $293 Avg Close — Range —
Q1 2024
Shares 4,523 Value ($000) $156 Avg Close — Range —