ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 16,390 Value ($000) $1,645 Avg Close — Range —
Q3 2025
Shares 13,563 Value ($000) $1,366 Avg Close — Range —
Q2 2025
Shares 15,774 Value ($000) $1,588 Avg Close — Range —
Q1 2025
Shares 15,642 Value ($000) $1,575 Avg Close — Range —
Q4 2024
Shares 8,091 Value ($000) $812 Avg Close — Range —
Q3 2024
Shares 8,036 Value ($000) $809 Avg Close — Range —
Q2 2024
Shares 7,041 Value ($000) $709 Avg Close — Range —
Q1 2024
Shares 8,001 Value ($000) $806 Avg Close — Range —
Q4 2023
Shares 7,360 Value ($000) $738 Avg Close — Range —
Q2 2023
Shares 282 Value ($000) $28 Avg Close — Range —