SPDR SERIES TRUST

Ticker: RWR CUSIP: 78464A607 Class: DJ REIT ETF

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

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

Q4 2025
Shares 110 Value ($000) $11 Avg Close — Range —
Q3 2025
Shares 110 Value ($000) $11 Avg Close — Range —
Q2 2025
Shares 110 Value ($000) $11 Avg Close — Range —
Q1 2025
Shares 110 Value ($000) $11 Avg Close — Range —
Q4 2024
Shares 110 Value ($000) $11 Avg Close — Range —
Q3 2024
Shares 110 Value ($000) $12 Avg Close — Range —
Q2 2024
Shares 398 Value ($000) $39 Avg Close — Range —
Q1 2024
Shares 110 Value ($000) $10 Avg Close — Range —
Q4 2023
Shares 110 Value ($000) $10 Avg Close — Range —
Q3 2023
Shares 160 Value ($000) $13 Avg Close — Range —
Q2 2023
Shares 160 Value ($000) $14 Avg Close — Range —
Q1 2023
Shares 360 Value ($000) $32 Avg Close — Range —
Q4 2022
Shares 300 Value ($000) $26 Avg Close — Range —