EverSource Wealth Advisors’s FiscalNote NOTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$179	Sell	28 -6	-18%	-$38	﹤0.01%	4063
2025 Q1	$325	Buy	+34	New	+$325	﹤0.01%	3584