SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 3,435 Value ($000) $410 Avg Close — Range —
Q3 2025
Shares 1,060 Value ($000) $254 Avg Close — Range —
Q2 2025
Shares 1,001 Value ($000) $218 Avg Close — Range —
Q1 2025
Shares 1,612 Value ($000) $318 Avg Close — Range —
Q4 2024
Shares 1,253 Value ($000) $281 Avg Close — Range —
Q3 2024
Shares 593 Value ($000) $119 Avg Close — Range —
Q2 2024
Shares 593 Value ($000) $111 Avg Close — Range —
Q1 2024
Shares 101 Value ($000) $18 Avg Close — Range —
Q1 2023
Shares 85 Value ($000) $13 Avg Close — Range —
Q4 2022
Shares 91 Value ($000) $12 Avg Close — Range —
Q4 2021
Shares 12 Value ($000) $2 Avg Close — Range —