VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 16,254 Value ($000) $3,442 Avg Close Range
Q3 2025
Shares 15,366 Value ($000) $3,207 Avg Close Range
Q2 2025
Shares 14,063 Value ($000) $2,742 Avg Close Range
Q1 2025
Shares 13,502 Value ($000) $2,515 Avg Close Range
Q4 2024
Shares 16,958 Value ($000) $3,361 Avg Close Range
Q3 2024
Shares 13,902 Value ($000) $2,791 Avg Close Range
Q2 2024
Shares 14,246 Value ($000) $2,825 Avg Close Range
Q1 2024
Shares 14,161 Value ($000) $2,554 Avg Close Range
Q4 2023
Shares 14,305 Value ($000) $2,574 Avg Close Range
Q3 2023
Shares 15,235 Value ($000) $2,430 Avg Close Range
Q2 2023
Shares 15,773 Value ($000) $2,609 Avg Close Range
Q1 2023
Shares 16,444 Value ($000) $2,611 Avg Close Range
Q4 2022
Shares 16,938 Value ($000) $2,690 Avg Close Range
Q3 2022
Shares 16,976 Value ($000) $2,435 Avg Close Range
Q2 2022
Shares 18,334 Value ($000) $2,747 Avg Close Range
Q1 2022
Shares 18,443 Value ($000) $3,244 Avg Close Range
Q4 2021
Shares 18,534 Value ($000) $3,315 Avg Close Range