SPDR DOW JONES INDL AVERAGE

Ticker: DIA CUSIP: 78467X109 Class: UT SER 1

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

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

Q4 2025
Shares 733 Value ($000) $352 Avg Close — Range —
Q3 2025
Shares 735 Value ($000) $341 Avg Close — Range —
Q2 2025
Shares 1,071 Value ($000) $472 Avg Close — Range —
Q1 2025
Shares 1,042 Value ($000) $438 Avg Close — Range —
Q4 2024
Shares 1,751 Value ($000) $745 Avg Close — Range —
Q3 2024
Shares 1,277 Value ($000) $540 Avg Close — Range —
Q2 2024
Shares 1,277 Value ($000) $522 Avg Close — Range —
Q1 2024
Shares 1,276 Value ($000) $482 Avg Close — Range —
Q4 2023
Shares 1,274 Value ($000) $480 Avg Close — Range —
Q3 2023
Shares 1,272 Value ($000) $426 Avg Close — Range —
Q2 2023
Shares 1,271 Value ($000) $437 Avg Close — Range —
Q1 2023
Shares 1,273 Value ($000) $423 Avg Close — Range —
Q4 2022
Shares 1,472 Value ($000) $488 Avg Close — Range —
Q3 2022
Shares 1,470 Value ($000) $422 Avg Close — Range —
Q2 2022
Shares 1,549 Value ($000) $477 Avg Close — Range —
Q1 2022
Shares 1,595 Value ($000) $553 Avg Close — Range —
Q4 2021
Shares 1,350 Value ($000) $491 Avg Close — Range —