VANGUARD CHARLOTTE FDS

Ticker: BNDX CUSIP: 92203J407 Class: TOTAL INT BD ETF

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

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

Q4 2025
Shares 392,419 Value ($000) $18,962 Avg Close — Range —
Q3 2025
Shares 376,164 Value ($000) $18,605 Avg Close — Range —
Q2 2025
Shares 373,805 Value ($000) $18,507 Avg Close — Range —
Q1 2025
Shares 369,124 Value ($000) $18,021 Avg Close — Range —
Q4 2024
Shares 362,740 Value ($000) $17,792 Avg Close — Range —
Q3 2024
Shares 342,881 Value ($000) $17,240 Avg Close — Range —
Q2 2024
Shares 336,025 Value ($000) $16,670 Avg Close — Range —
Q1 2024
Shares 305,136 Value ($000) $14,772 Avg Close — Range —
Q4 2023
Shares 242,803 Value ($000) $11,986 Avg Close — Range —
Q3 2023
Shares 215,854 Value ($000) $10,324 Avg Close — Range —
Q2 2023
Shares 176,896 Value ($000) $8,647 Avg Close — Range —
Q1 2023
Shares 159,456 Value ($000) $7,801 Avg Close — Range —
Q4 2022
Shares 127,471 Value ($000) $6,046 Avg Close — Range —
Q3 2022
Shares 82,207 Value ($000) $3,924 Avg Close — Range —
Q2 2022
Shares 34,096 Value ($000) $1,689 Avg Close — Range —
Q1 2022
Shares 33,207 Value ($000) $1,742 Avg Close — Range —
Q4 2021
Shares 31,339 Value ($000) $1,729 Avg Close — Range —