ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

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

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

Q4 2025
Shares 4,864 Value ($000) $590 Avg Close — Range —
Q3 2025
Shares 4,445 Value ($000) $520 Avg Close — Range —
Q2 2025
Shares 4,445 Value ($000) $482 Avg Close — Range —
Q1 2025
Shares 4,551 Value ($000) $436 Avg Close — Range —
Q4 2024
Shares 4,970 Value ($000) $512 Avg Close — Range —
Q3 2024
Shares 5,110 Value ($000) $519 Avg Close — Range —
Q2 2024
Shares 5,110 Value ($000) $499 Avg Close — Range —
Q1 2024
Shares 5,110 Value ($000) $459 Avg Close — Range —
Q4 2023
Shares 5,193 Value ($000) $438 Avg Close — Range —
Q3 2023
Shares 5,193 Value ($000) $392 Avg Close — Range —
Q2 2023
Shares 5,790 Value ($000) $448 Avg Close — Range —
Q1 2023
Shares 5,790 Value ($000) $413 Avg Close — Range —
Q4 2022
Shares 6,115 Value ($000) $405 Avg Close — Range —
Q3 2022
Shares 5,611 Value ($000) $346 Avg Close — Range —
Q2 2022
Shares 4,021 Value ($000) $267 Avg Close — Range —
Q1 2022
Shares 5,049 Value ($000) $399 Avg Close — Range —