SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,750 Value ($000) $1,056 Avg Close — Range —
Q3 2025
Shares 1,750 Value ($000) $1,043 Avg Close — Range —
Q2 2025
Shares 1,866 Value ($000) $1,057 Avg Close — Range —
Q1 2025
Shares 1,968 Value ($000) $1,050 Avg Close — Range —
Q4 2024
Shares 2,248 Value ($000) $1,281 Avg Close — Range —
Q3 2024
Shares 2,356 Value ($000) $1,342 Avg Close — Range —
Q2 2024
Shares 2,356 Value ($000) $1,334 Avg Close — Range —
Q1 2024
Shares 2,935 Value ($000) $1,534 Avg Close — Range —
Q4 2023
Shares 3,240 Value ($000) $1,644 Avg Close — Range —
Q3 2023
Shares 3,456 Value ($000) $1,578 Avg Close — Range —
Q2 2023
Shares 3,051 Value ($000) $1,461 Avg Close — Range —
Q1 2023
Shares 3,147 Value ($000) $1,443 Avg Close — Range —
Q4 2022
Shares 2,678 Value ($000) $1,186 Avg Close — Range —
Q3 2022
Shares 184 Value ($000) $74 Avg Close — Range —
Q4 2021
Shares 108 Value ($000) $56 Avg Close — Range —