VANGUARD WELLINGTON FD

Ticker: VTES CUSIP: 921935870 Class: SHORT TRM TAX EX

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

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

Q4 2025
Shares 15,728 Value ($000) $1,598 Avg Close — Range —
Q3 2025
Shares 13,035 Value ($000) $1,329 Avg Close — Range —
Q2 2025
Shares 8,957 Value ($000) $904 Avg Close — Range —
Q1 2025
Shares 14,624 Value ($000) $1,470 Avg Close — Range —
Q4 2024
Shares 13,009 Value ($000) $1,304 Avg Close — Range —