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Evercore Wealth Management, LLC
> MS
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | MORGAN STANLEY | MS | 1,294,535 | 7,574 | 110,553,289,000 | -2,441,887,000 | $85,400.00 |
| 03/31/2023 | MORGAN STANLEY | MS | 1,286,961 | 9,649 | 112,995,176,000 | 112,894,256,000 | $87,800.00 |
| 09/30/2022 | MORGAN STANLEY | MS | 1,277,312 | 12,552 | 100,920,000 | 4,723,000 | $79.01 |
| 06/30/2022 | MORGAN STANLEY | MS | 1,264,760 | -22,645 | 96,197,000 | -16,322,000 | $76.06 |
| 03/31/2022 | MORGAN STANLEY | MS | 1,287,405 | 3,283 | 112,519,000 | -13,530,000 | $87.40 |
| 12/31/2021 | MORGAN STANLEY | MS | 1,284,122 | 12,535 | 126,049,000 | 2,311,000 | $98.16 |
| 09/30/2021 | MORGAN STANLEY | MS | 1,271,587 | -16,128 | 123,738,000 | 5,667,000 | $97.31 |
| 06/30/2021 | MORGAN STANLEY | MS | 1,287,715 | 3,100 | 118,071,000 | 30,036,000 | $91.69 |
| 12/31/2020 | MORGAN STANLEY | MS | 1,284,615 | 11,246 | 88,035,000 | 26,468,000 | $68.53 |
| 09/30/2020 | MORGAN STANLEY | MS | 1,273,369 | 25,372 | 61,567,000 | 1,289,000 | $48.35 |
| 06/30/2020 | MORGAN STANLEY | MS | 1,247,997 | 36,485 | 60,278,000 | 19,087,000 | $48.30 |
| 03/31/2020 | MORGAN STANLEY | MS | 1,211,512 | 52,547 | 41,191,000 | -18,056,000 | $34.00 |
| 12/31/2019 | MORGAN STANLEY | MS | 1,158,965 | 10,737 | 59,247,000 | 10,252,000 | $51.12 |
| 09/30/2019 | MORGAN STANLEY | MS | 1,148,228 | 55,433 | 48,995,000 | 1,119,000 | $42.67 |
| 06/30/2019 | MORGAN STANLEY | MS | 1,092,795 | 188,161 | 47,876,000 | 9,700,000 | $43.81 |
| 03/31/2019 | MORGAN STANLEY | MS | 904,634 | 904,634 | 38,176,000 | 38,176,000 | $42.20 |
| 03/31/2018 | MORGAN STANLEY | MS | 0 | -8,357 | 0 | -438,000 | |
| 12/31/2017 | MORGAN STANLEY | MS | 8,357 | 0 | 438,000 | 35,000 | $52.41 |
| 09/30/2017 | MORGAN STANLEY | MS | 8,357 | 0 | 403,000 | 31,000 | $48.22 |
| 06/30/2017 | MORGAN STANLEY | MS | 8,357 | -1,668 | 372,000 | -58,000 | $44.51 |
| 03/31/2017 | MORGAN STANLEY | MS | 10,025 | 5,927 | 430,000 | 257,000 | $42.89 |
| 12/31/2016 | MORGAN STANLEY | MS | 4,098 | -357 | 173,000 | 31,000 | $42.22 |
| 09/30/2016 | MORGAN STANLEY | MS | 4,455 | -2,464 | 142,000 | -38,000 | $31.87 |
| 06/30/2016 | MORGAN STANLEY | MS | 6,919 | -2,066 | 180,000 | -44,000 | $26.02 |
| 03/31/2016 | MORGAN STANLEY | MS | 8,985 | 8,985 | 224,000 | 224,000 | $24.93 |
| 12/31/2015 | MORGAN STANLEY | MS | 10,228 | 8,451 | 326,000 | 283,000 | $31.87 |
| 09/30/2015 | MORGAN STANLEY | MS | 10,060 | 8,283 | 317,000 | 274,000 | $31.51 |
| 06/30/2015 | MORGAN STANLEY | MS | 9,892 | 8,115 | 384,000 | 341,000 | $38.82 |
| 03/31/2015 | MORGAN STANLEY | MS | 10,588 | 8,811 | 377,000 | 334,000 | $35.61 |
| 12/31/2014 | MORGAN STANLEY | MS | 9,208 | 7,431 | 357,000 | 314,000 | $38.77 |
| 09/30/2014 | MORGAN STANLEY | MS | 9,268 | 7,491 | 320,000 | 277,000 | $34.53 |
| 06/30/2014 | MORGAN STANLEY | MS | 5,228 | 3,451 | 169,000 | 126,000 | $32.33 |
| 03/31/2014 | MORGAN STANLEY | MS | 4,784 | 3,007 | 149,000 | 106,000 | $31.15 |
| 12/31/2013 | MORGAN STANLEY | MS | 3,789 | 2,012 | 119,000 | 76,000 | $31.41 |
| 09/30/2013 | MORGAN STANLEY | MS | 3,265 | 1,488 | 87,000 | 44,000 | $26.65 |
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