SELECT SECTOR SPDR TR

Ticker: XLB CUSIP: 81369Y100 Class: SBI MATERIALS

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

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

Q4 2025
Shares 1,007 Value ($000) $46 Avg Close — Range —
Q3 2025
Shares 532 Value ($000) $48 Avg Close — Range —
Q2 2025
Shares 491 Value ($000) $43 Avg Close — Range —
Q1 2025
Shares 561 Value ($000) $48 Avg Close — Range —
Q4 2024
Shares 66 Value ($000) $6 Avg Close — Range —
Q1 2024
Shares 600 Value ($000) $53 Avg Close — Range —
Q4 2023
Shares 700 Value ($000) $60 Avg Close — Range —
Q3 2023
Shares 700 Value ($000) $55 Avg Close — Range —
Q2 2023
Shares 700 Value ($000) $58 Avg Close — Range —
Q1 2023
Shares 700 Value ($000) $56 Avg Close — Range —
Q4 2022
Shares 713 Value ($000) $55 Avg Close — Range —
Q1 2022
Shares 196 Value ($000) $17 Avg Close — Range —
Q4 2021
Shares 332 Value ($000) $30 Avg Close — Range —