STRATEGY SHS

Ticker: ESUM CUSIP: 86280R787 Class: ETF

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

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

Q4 2025
Shares 48,301 Value ($000) $1,301 Avg Close — Range —
Q3 2025
Shares 48,237 Value ($000) $1,311 Avg Close — Range —
Q2 2025
Shares 43,255 Value ($000) $1,124 Avg Close — Range —
Q1 2025
Shares 41,812 Value ($000) $987 Avg Close — Range —