SPDR SERIES TRUST

Ticker: BWX CUSIP: 78464A516 Class: BLOOMBERG INTL T

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

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

Q4 2025
Shares 262 Value ($000) $6 Avg Close — Range —
Q3 2025
Shares 548 Value ($000) $13 Avg Close — Range —
Q1 2025
Shares 259 Value ($000) $6 Avg Close — Range —
Q4 2024
Shares 258 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 258 Value ($000) $6 Avg Close — Range —
Q2 2024
Shares 1,036 Value ($000) $23 Avg Close — Range —
Q1 2024
Shares 202 Value ($000) $4 Avg Close — Range —