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Evercore Wealth Management, LLC
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| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | DOMINION ENERGY, INC | D | 13,956 | -2,732 | 722,781,000 | -210,245,000 | $51,789.98 |
| 03/31/2023 | DOMINION ENERGY, INC | D | 16,688 | -1,845 | 933,026,000 | 931,745,000 | $55,910.00 |
| 09/30/2022 | DOMINION ENERGY, INC | D | 18,533 | -200 | 1,281,000 | -214,000 | $69.12 |
| 06/30/2022 | DOMINION ENERGY, INC | D | 18,733 | -3,699 | 1,495,000 | -411,000 | $79.81 |
| 03/31/2022 | DOMINION ENERGY, INC | D | 22,432 | -15 | 1,906,000 | 142,000 | $84.97 |
| 12/31/2021 | DOMINION ENERGY, INC | D | 22,447 | -1,245 | 1,764,000 | 34,000 | $78.59 |
| 09/30/2021 | DOMINION ENERGY, INC | D | 23,692 | -50 | 1,730,000 | -17,000 | $73.02 |
| 06/30/2021 | DOMINION ENERGY, INC | D | 23,742 | -9,335 | 1,747,000 | -740,000 | $73.58 |
| 12/31/2020 | DOMINION ENERGY, INC | D | 33,077 | -227 | 2,487,000 | -141,000 | $75.19 |
| 09/30/2020 | DOMINION ENERGY, INC | D | 33,304 | -791 | 2,628,000 | -140,000 | $78.91 |
| 06/30/2020 | DOMINION ENERGY, INC | D | 34,095 | 151 | 2,768,000 | 317,000 | $81.18 |
| 03/31/2020 | DOMINION ENERGY, INC | D | 33,944 | -2,206 | 2,451,000 | -543,000 | $72.21 |
| 12/31/2019 | DOMINION ENERGY, INC | D | 36,150 | -3,565 | 2,994,000 | -224,000 | $82.82 |
| 09/30/2019 | DOMINION ENERGY, INC | D | 39,715 | 3,710 | 3,218,000 | 435,000 | $81.03 |
| 06/30/2019 | DOMINION ENERGY, INC | D | 36,005 | 8,345 | 2,783,000 | 662,000 | $77.29 |
| 03/31/2019 | DOMINION ENERGY, INC | D | 27,660 | 1,680 | 2,121,000 | 264,000 | $76.68 |
| 12/31/2018 | DOMINION ENERGY, INC | D | 25,980 | 1,819 | 1,857,000 | 159,000 | $71.48 |
| 09/30/2018 | DOMINION ENERGY, INC | D | 24,161 | 1,091 | 1,698,000 | 125,000 | $70.28 |
| 06/30/2018 | DOMINION ENERGY, INC | D | 23,070 | 7,090 | 1,573,000 | 495,000 | $68.18 |
| 03/31/2018 | DOMINION ENERGY, INC | D | 15,980 | 721 | 1,078,000 | -159,000 | $67.46 |
| 12/31/2017 | DOMINION ENERGY, INC | D | 15,259 | 0 | 1,237,000 | 63,000 | $81.07 |
| 09/30/2017 | DOMINION ENERGY, INC | D | 15,259 | 55 | 1,174,000 | 9,000 | $76.94 |
| 06/30/2017 | DOMINION ENERGY, INC | D | 15,204 | -3,764 | 1,165,000 | -307,000 | $76.62 |
| 03/31/2017 | DOMINION ENERGY, INC | D | 18,968 | -1,094 | 1,472,000 | -65,000 | $77.60 |
| 12/31/2016 | DOMINION ENERGY, INC | D | 20,062 | 447 | 1,537,000 | 80,000 | $76.61 |
| 09/30/2016 | DOMINION ENERGY, INC | D | 19,615 | 263 | 1,457,000 | -51,000 | $74.28 |
| 06/30/2016 | DOMINION ENERGY, INC | D | 19,352 | 372 | 1,508,000 | 82,000 | $77.92 |
| 03/31/2016 | DOMINION ENERGY, INC | D | 18,980 | 18,980 | 1,426,000 | 1,426,000 | $75.13 |
| 12/31/2015 | DOMINION ENERGY, INC | D | 17,364 | 4,357 | 1,174,000 | 435,000 | $67.61 |
| 09/30/2015 | DOMINION ENERGY, INC | D | 16,425 | 3,418 | 1,156,000 | 417,000 | $70.38 |
| 06/30/2015 | DOMINION ENERGY, INC | D | 16,628 | 3,621 | 1,110,000 | 371,000 | $66.75 |
| 03/31/2015 | DOMINION ENERGY, INC | D | 15,834 | 2,827 | 1,121,000 | 382,000 | $70.80 |
| 12/31/2014 | DOMINION ENERGY, INC | D | 13,743 | 736 | 1,058,000 | 319,000 | $76.98 |
| 09/30/2014 | DOMINION ENERGY, INC | D | 14,799 | 1,792 | 1,023,000 | 284,000 | $69.13 |
| 06/30/2014 | DOMINION ENERGY, INC | D | 14,799 | 1,792 | 1,058,000 | 319,000 | $71.49 |
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