ISHARES TR

Ticker: IVLU CUSIP: 46435G409 Class: MSCI INTL VLU FT

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

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

Q4 2025
Shares 10,407 Value ($000) $396 Avg Close — Range —
Q3 2025
Shares 9,824 Value ($000) $349 Avg Close — Range —
Q2 2025
Shares 10,321 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 9,644 Value ($000) $292 Avg Close — Range —
Q4 2024
Shares 10,945 Value ($000) $297 Avg Close — Range —
Q3 2024
Shares 9,648 Value ($000) $285 Avg Close — Range —
Q2 2024
Shares 9,841 Value ($000) $281 Avg Close — Range —
Q1 2024
Shares 13,700 Value ($000) $381 Avg Close — Range —
Q4 2023
Shares 13,737 Value ($000) $364 Avg Close — Range —
Q3 2023
Shares 18,263 Value ($000) $463 Avg Close — Range —
Q2 2023
Shares 15,792 Value ($000) $402 Avg Close — Range —
Q1 2023
Shares 17,269 Value ($000) $428 Avg Close — Range —
Q4 2022
Shares 18,950 Value ($000) $439 Avg Close — Range —
Q3 2022
Shares 18,479 Value ($000) $365 Avg Close — Range —
Q2 2022
Shares 5,317 Value ($000) $118 Avg Close — Range —
Q1 2022
Shares 14,809 Value ($000) $377 Avg Close — Range —
Q4 2021
Shares 1,204 Value ($000) $30 Avg Close — Range —