ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

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

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

Q4 2025
Shares 1,760 Value ($000) $167 Avg Close — Range —
Q3 2025
Shares 1,956 Value ($000) $182 Avg Close — Range —
Q2 2025
Shares 1,312 Value ($000) $117 Avg Close — Range —
Q1 2025
Shares 1,534 Value ($000) $125 Avg Close — Range —
Q4 2024
Shares 1,534 Value ($000) $117 Avg Close — Range —
Q3 2024
Shares 1,530 Value ($000) $129 Avg Close — Range —
Q2 2024
Shares 1,530 Value ($000) $123 Avg Close — Range —
Q1 2024
Shares 1,532 Value ($000) $119 Avg Close — Range —
Q3 2023
Shares 372 Value ($000) $26 Avg Close — Range —
Q2 2023
Shares 660 Value ($000) $48 Avg Close — Range —
Q1 2023
Shares 660 Value ($000) $47 Avg Close — Range —
Q4 2022
Shares 547 Value ($000) $36 Avg Close — Range —
Q3 2022
Shares 2,018 Value ($000) $113 Avg Close — Range —
Q2 2022
Shares 1,946 Value ($000) $122 Avg Close — Range —
Q1 2022
Shares 1,804 Value ($000) $133 Avg Close — Range —
Q4 2021
Shares 3,599 Value ($000) $286 Avg Close — Range —