SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

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

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

Q4 2025
Shares 30,862 Value ($000) $597 Avg Close — Range —
Q3 2025
Shares 32,081 Value ($000) $537 Avg Close — Range —
Q2 2025
Shares 32,122 Value ($000) $485 Avg Close — Range —
Q1 2025
Shares 7,738 Value ($000) $120 Avg Close — Range —
Q4 2024
Shares 16,318 Value ($000) $236 Avg Close — Range —
Q3 2024
Shares 2,302 Value ($000) $29 Avg Close — Range —
Q2 2024
Shares 2,262 Value ($000) $33 Avg Close — Range —
Q1 2024
Shares 2,546 Value ($000) $29 Avg Close — Range —
Q4 2023
Shares 1,849 Value ($000) $18 Avg Close — Range —
Q3 2023
Shares 1,697 Value ($000) $17 Avg Close — Range —
Q2 2023
Shares 1,775 Value ($000) $15 Avg Close — Range —
Q1 2023
Shares 1,880 Value ($000) $15 Avg Close — Range —
Q4 2022
Shares 1,880 Value ($000) $15 Avg Close — Range —
Q3 2022
Shares 4,698 Value ($000) $26 Avg Close — Range —
Q2 2022
Shares 371 Value ($000) $2 Avg Close — Range —
Q1 2022
Shares 1,675 Value ($000) $11 Avg Close — Range —
Q4 2021
Shares 1,490 Value ($000) $10 Avg Close — Range —