SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 9,392 Value ($000) $1,454 Avg Close — Range —
Q3 2025
Shares 6,422 Value ($000) $894 Avg Close — Range —
Q2 2025
Shares 10,473 Value ($000) $1,412 Avg Close — Range —
Q1 2025
Shares 12,742 Value ($000) $1,860 Avg Close — Range —
Q4 2024
Shares 5,594 Value ($000) $770 Avg Close — Range —
Q3 2024
Shares 5,229 Value ($000) $805 Avg Close — Range —
Q2 2024
Shares 4,855 Value ($000) $726 Avg Close — Range —
Q1 2024
Shares 6,259 Value ($000) $878 Avg Close — Range —
Q4 2023
Shares 6,440 Value ($000) $878 Avg Close — Range —
Q3 2023
Shares 1,465 Value ($000) $189 Avg Close — Range —
Q2 2023
Shares 1,475 Value ($000) $196 Avg Close — Range —
Q1 2023
Shares 2,224 Value ($000) $288 Avg Close — Range —
Q4 2022
Shares 1,957 Value ($000) $266 Avg Close — Range —
Q3 2022
Shares 15 Value ($000) $2 Avg Close — Range —
Q2 2022
Shares 15 Value ($000) $2 Avg Close — Range —
Q1 2022
Shares 110 Value ($000) $15 Avg Close — Range —
Q4 2021
Shares 137 Value ($000) $19 Avg Close — Range —