VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,049,797 Value ($000) $65,581 Avg Close — Range —
Q3 2025
Shares 1,072,409 Value ($000) $64,259 Avg Close — Range —
Q2 2025
Shares 1,104,693 Value ($000) $62,979 Avg Close — Range —
Q1 2025
Shares 1,184,828 Value ($000) $60,225 Avg Close — Range —
Q4 2024
Shares 1,203,522 Value ($000) $57,552 Avg Close — Range —
Q3 2024
Shares 1,131,884 Value ($000) $59,775 Avg Close — Range —
Q2 2024
Shares 1,119,638 Value ($000) $57,001 Avg Close — Range —
Q1 2024
Shares 1,034,891 Value ($000) $50,151 Avg Close — Range —
Q4 2023
Shares 903,776 Value ($000) $43,291 Avg Close — Range —
Q3 2023
Shares 841,267 Value ($000) $36,780 Avg Close — Range —
Q2 2023
Shares 721,751 Value ($000) $33,330 Avg Close — Range —
Q1 2023
Shares 678,112 Value ($000) $30,630 Avg Close — Range —
Q4 2022
Shares 628,235 Value ($000) $26,367 Avg Close — Range —
Q3 2022
Shares 478,882 Value ($000) $17,412 Avg Close — Range —
Q2 2022
Shares 364,997 Value ($000) $14,892 Avg Close — Range —
Q1 2022
Shares 339,284 Value ($000) $16,297 Avg Close — Range —
Q4 2021
Shares 371,428 Value ($000) $18,966 Avg Close — Range —