SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,637 Value ($000) $127 Avg Close — Range —
Q3 2025
Shares 1,677 Value ($000) $131 Avg Close — Range —
Q2 2025
Shares 1,727 Value ($000) $140 Avg Close — Range —
Q1 2025
Shares 2,644 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 520 Value ($000) $41 Avg Close — Range —
Q3 2024
Shares 340 Value ($000) $28 Avg Close — Range —
Q2 2024
Shares 340 Value ($000) $26 Avg Close — Range —
Q1 2024
Shares 414 Value ($000) $31 Avg Close — Range —
Q4 2023
Shares 244 Value ($000) $18 Avg Close — Range —
Q3 2023
Shares 803 Value ($000) $55 Avg Close — Range —
Q2 2023
Shares 803 Value ($000) $60 Avg Close — Range —
Q1 2023
Shares 4,623 Value ($000) $345 Avg Close — Range —
Q4 2022
Shares 453 Value ($000) $34 Avg Close — Range —