SPDR SER TR

Ticker: SHM CUSIP: 78468R739 Class: NUVEEN ICE SHORT

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

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

Q4 2025
Shares 1,495 Value ($000) $72 Avg Close — Range —
Q3 2025
Shares 1,442 Value ($000) $70 Avg Close — Range —
Q2 2025
Shares 1,823 Value ($000) $87 Avg Close — Range —
Q1 2025
Shares 3,954 Value ($000) $188 Avg Close — Range —
Q4 2024
Shares 3,947 Value ($000) $187 Avg Close — Range —
Q3 2024
Shares 3,935 Value ($000) $189 Avg Close — Range —
Q2 2024
Shares 3,935 Value ($000) $187 Avg Close — Range —
Q1 2024
Shares 3,115 Value ($000) $147 Avg Close — Range —
Q4 2023
Shares 6,729 Value ($000) $322 Avg Close — Range —
Q3 2023
Shares 7,039 Value ($000) $325 Avg Close — Range —
Q2 2023
Shares 7,434 Value ($000) $350 Avg Close — Range —
Q1 2023
Shares 6,706 Value ($000) $319 Avg Close — Range —
Q4 2022
Shares 6,851 Value ($000) $322 Avg Close — Range —
Q3 2022
Shares 14,813 Value ($000) $683 Avg Close — Range —
Q2 2022
Shares 14,442 Value ($000) $683 Avg Close — Range —
Q1 2022
Shares 16,502 Value ($000) $781 Avg Close — Range —
Q4 2021
Shares 14,470 Value ($000) $712 Avg Close — Range —