SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q4 2025
Shares 12,717 Value ($000) $722 Avg Close — Range —
Q3 2025
Shares 342 Value ($000) $19 Avg Close — Range —
Q2 2025
Shares 53 Value ($000) $3 Avg Close — Range —
Q1 2025
Shares 53 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 38 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 2,638 Value ($000) $139 Avg Close — Range —
Q2 2024
Shares 11,147 Value ($000) $569 Avg Close — Range —
Q4 2023
Shares 35 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 440 Value ($000) $18 Avg Close — Range —
Q4 2022
Shares 440 Value ($000) $17 Avg Close — Range —