SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q4 2025
Shares 300 Value ($000) $8 Avg Close — Range —
Q3 2025
Shares 300 Value ($000) $8 Avg Close — Range —
Q2 2025
Shares 300 Value ($000) $7 Avg Close — Range —
Q1 2025
Shares 345 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 300 Value ($000) $7 Avg Close — Range —
Q3 2024
Shares 100 Value ($000) $7 Avg Close — Range —
Q2 2024
Shares 100 Value ($000) $7 Avg Close — Range —
Q4 2023
Shares 24 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 4 Value ($000) $0 Avg Close — Range —