SPDR SER TR

Ticker: SLYV CUSIP: 78464A300 Class: S&P 600 SMCP VAL

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

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

Q4 2025
Shares 1,237 Value ($000) $113 Avg Close — Range —
Q3 2025
Shares 1,237 Value ($000) $110 Avg Close — Range —
Q2 2025
Shares 1,237 Value ($000) $99 Avg Close — Range —
Q1 2025
Shares 1,237 Value ($000) $97 Avg Close — Range —
Q4 2024
Shares 1,237 Value ($000) $108 Avg Close — Range —
Q3 2024
Shares 20 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 20 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 20 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 20 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 20 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 20 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 190 Value ($000) $14 Avg Close — Range —