SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 31,905 Value ($000) $1,747 Avg Close — Range —
Q3 2025
Shares 32,054 Value ($000) $1,727 Avg Close — Range —
Q2 2025
Shares 31,891 Value ($000) $1,670 Avg Close — Range —
Q1 2025
Shares 33,258 Value ($000) $1,657 Avg Close — Range —
Q4 2024
Shares 32,342 Value ($000) $1,563 Avg Close — Range —
Q3 2024
Shares 23,402 Value ($000) $1,061 Avg Close — Range —
Q2 2024
Shares 21,656 Value ($000) $947 Avg Close — Range —
Q1 2024
Shares 22,203 Value ($000) $896 Avg Close — Range —
Q4 2023
Shares 17,979 Value ($000) $676 Avg Close — Range —
Q3 2023
Shares 21,566 Value ($000) $715 Avg Close — Range —
Q2 2023
Shares 26,570 Value ($000) $896 Avg Close — Range —
Q1 2023
Shares 70,296 Value ($000) $2,260 Avg Close — Range —
Q4 2022
Shares 122,794 Value ($000) $4,200 Avg Close — Range —
Q3 2022
Shares 90 Value ($000) $3 Avg Close — Range —
Q2 2022
Shares 90 Value ($000) $3 Avg Close — Range —
Q1 2022
Shares 90 Value ($000) $3 Avg Close — Range —
Q4 2021
Shares 90 Value ($000) $4 Avg Close — Range —