SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 993 Value ($000) $40 Avg Close — Range —
Q3 2025
Shares 1,020 Value ($000) $43 Avg Close — Range —
Q2 2025
Shares 1,042 Value ($000) $43 Avg Close — Range —
Q1 2025
Shares 1,856 Value ($000) $78 Avg Close — Range —
Q4 2024
Shares 17 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 511 Value ($000) $18 Avg Close — Range —
Q4 2023
Shares 488 Value ($000) $20 Avg Close — Range —
Q1 2023
Shares 190 Value ($000) $7 Avg Close — Range —
Q4 2022
Shares 355 Value ($000) $13 Avg Close — Range —
Q1 2022
Shares 412 Value ($000) $20 Avg Close — Range —
Q4 2021
Shares 531 Value ($000) $28 Avg Close — Range —