SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 4,433 Value ($000) $189 Avg Close — Range —
Q3 2025
Shares 2,247 Value ($000) $196 Avg Close — Range —
Q2 2025
Shares 2,228 Value ($000) $182 Avg Close — Range —
Q1 2025
Shares 2,611 Value ($000) $206 Avg Close — Range —
Q4 2024
Shares 1,031 Value ($000) $78 Avg Close — Range —
Q3 2024
Shares 504 Value ($000) $41 Avg Close — Range —
Q2 2024
Shares 504 Value ($000) $37 Avg Close — Range —
Q1 2024
Shares 530 Value ($000) $35 Avg Close — Range —
Q4 2023
Shares 200 Value ($000) $13 Avg Close — Range —
Q3 2023
Shares 1,949 Value ($000) $115 Avg Close — Range —
Q2 2023
Shares 1,950 Value ($000) $128 Avg Close — Range —
Q1 2023
Shares 2,387 Value ($000) $162 Avg Close — Range —
Q4 2022
Shares 207 Value ($000) $15 Avg Close — Range —
Q1 2022
Shares 130 Value ($000) $10 Avg Close — Range —
Q4 2021
Shares 168 Value ($000) $12 Avg Close — Range —