SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

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

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

Q4 2025
Shares 3,837 Value ($000) $170 Avg Close — Range —
Q3 2025
Shares 4,427 Value ($000) $189 Avg Close — Range —
Q2 2025
Shares 8,688 Value ($000) $352 Avg Close — Range —
Q1 2025
Shares 7,165 Value ($000) $261 Avg Close — Range —
Q4 2024
Shares 492 Value ($000) $17 Avg Close — Range —
Q3 2024
Shares 492 Value ($000) $18 Avg Close — Range —
Q2 2024
Shares 621 Value ($000) $22 Avg Close — Range —
Q1 2024
Shares 539 Value ($000) $19 Avg Close — Range —
Q4 2023
Shares 55 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 55 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 55 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 55 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 155 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 55 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 55 Value ($000) $2 Avg Close — Range —
Q1 2022
Shares 55 Value ($000) $2 Avg Close — Range —
Q4 2021
Shares 55 Value ($000) $2 Avg Close — Range —