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Evercore Wealth Management, LLC
> EVR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Evercore Inc. | EVR | 1,767 | 1,767 | 218,384,000 | 218,384,000 | $123,590.27 |
| 03/31/2022 | Evercore Inc. | EVR | 0 | -1,600 | 0 | -217,000 | |
| 12/31/2021 | Evercore Inc. | EVR | 1,600 | 0 | 217,000 | 3,000 | $135.63 |
| 09/30/2021 | Evercore Inc. | EVR | 1,600 | -10 | 214,000 | -13,000 | $133.75 |
| 06/30/2021 | Evercore Inc. | EVR | 1,610 | -3,871 | 227,000 | -374,000 | $140.99 |
| 12/31/2020 | Evercore Inc. | EVR | 5,481 | 5,481 | 601,000 | 601,000 | $109.65 |
| 12/31/2018 | Evercore Inc. | EVR | 0 | -2,536 | 0 | -255,000 | |
| 09/30/2018 | Evercore Inc. | EVR | 2,536 | -150 | 255,000 | -28,000 | $100.55 |
| 06/30/2018 | Evercore Inc. | EVR | 2,686 | 2,686 | 283,000 | 283,000 | $105.36 |
| 03/31/2018 | Evercore Inc. | EVR | 0 | -1,536 | 0 | -138,000 | |
| 12/31/2017 | Evercore Inc. | EVR | 1,536 | 0 | 138,000 | 15,000 | $89.84 |
| 09/30/2017 | Evercore Inc. | EVR | 1,536 | 0 | 123,000 | 15,000 | $80.08 |
| 06/30/2017 | Evercore Inc. | EVR | 1,536 | 536 | 108,000 | 30,000 | $70.31 |
| 03/31/2017 | Evercore Inc. | EVR | 1,000 | 1,000 | 78,000 | 78,000 | $78.00 |
| 06/30/2016 | Evercore Inc. | EVR | 0 | -1,933 | 0 | -100,000 | |
| 03/31/2016 | Evercore Inc. | EVR | 1,933 | 1,933 | 100,000 | 100,000 | $51.73 |
| 12/31/2015 | Evercore Inc. | EVR | 0 | -15,530 | 0 | -781,000 | |
| 09/30/2015 | Evercore Inc. | EVR | 15,530 | -50,870 | 781,000 | -1,829,000 | $50.29 |
| 06/30/2015 | Evercore Inc. | EVR | 16,654 | -49,746 | 898,000 | -1,712,000 | $53.92 |
| 03/31/2015 | Evercore Inc. | EVR | 15,530 | -50,870 | 803,000 | -1,807,000 | $51.71 |
| 12/31/2014 | Evercore Inc. | EVR | 15,530 | -50,870 | 813,000 | -1,797,000 | $52.35 |
| 09/30/2014 | Evercore Inc. | EVR | 12,100 | -54,300 | 570,000 | -2,040,000 | $47.11 |
| 06/30/2014 | Evercore Inc. | EVR | 11,900 | -54,500 | 686,000 | -1,924,000 | $57.65 |
| 03/31/2014 | Evercore Inc. | EVR | 11,900 | -54,500 | 659,000 | -1,951,000 | $55.38 |
| 12/31/2013 | Evercore Inc. | EVR | 11,900 | -54,500 | 712,000 | -1,898,000 | $59.83 |
| 09/30/2013 | Evercore Inc. | EVR | 63,400 | -3,000 | 3,121,000 | 511,000 | $49.23 |
| 06/30/2013 | Evercore Inc. | EVR | 66,400 | -120,697 | 2,610,000 | -3,039,000 | $39.31 |
| 03/31/2013 | Evercore Inc. | EVR | 72,400 | -114,697 | 3,013,000 | -2,636,000 | $41.62 |
| 12/31/2012 | Evercore Inc. | EVR | 187,097 | 0 | 5,649,000 | 597,000 | $30.19 |
| 09/30/2012 | Evercore Inc. | EVR | 187,097 | 32,906 | 5,052,000 | 1,444,000 | $27.00 |
| 06/30/2012 | Evercore Inc. | EVR | 154,191 | 500 | 3,608,000 | -861,000 | $23.40 |
| 03/31/2012 | Evercore Inc. | EVR | 153,691 | 42,959 | 4,469,000 | 1,945,000 | $29.08 |
| 12/31/2011 | Evercore Inc. | EVR | 60,732 | -50,000 | 1,616,000 | -908,000 | $26.61 |
| 09/30/2011 | Evercore Inc. | EVR | 110,732 | 0 | 2,524,000 | -1,166,000 | $22.79 |
| 06/30/2011 | Evercore Inc. | EVR | 110,732 | 17,397 | 3,690,000 | 490,000 | $33.32 |
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