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Evercore Wealth Management, LLC
> VOO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 51,943 | 8,749 | 21,155,346,000 | 4,911,379,000 | $407,280.02 |
| 03/31/2023 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 43,194 | 978 | 16,243,967,000 | 16,230,108,000 | $376,069.99 |
| 09/30/2022 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 42,216 | 19 | 13,859,000 | -778,000 | $328.29 |
| 06/30/2022 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 42,197 | 336 | 14,637,000 | -2,743,000 | $346.87 |
| 03/31/2022 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 41,861 | -426 | 17,380,000 | -1,081,000 | $415.18 |
| 12/31/2021 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 42,287 | 0 | 18,461,000 | 1,783,000 | $436.56 |
| 09/30/2021 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 42,287 | -633 | 16,678,000 | -212,000 | $394.40 |
| 06/30/2021 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 42,920 | -401 | 16,890,000 | 2,001,000 | $393.52 |
| 12/31/2020 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 43,321 | -2,113 | 14,889,000 | 911,000 | $343.69 |
| 09/30/2020 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 45,434 | -2,093 | 13,978,000 | 507,000 | $307.66 |
| 06/30/2020 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 47,527 | 9,282 | 13,471,000 | 4,414,000 | $283.44 |
| 03/31/2020 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 38,245 | 12,972 | 9,057,000 | 1,582,000 | $236.82 |
| 12/31/2019 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 25,273 | -181 | 7,475,000 | 537,000 | $295.77 |
| 09/30/2019 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 25,454 | 425 | 6,938,000 | 201,000 | $272.57 |
| 06/30/2019 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 25,029 | 157 | 6,737,000 | 282,000 | $269.17 |
| 03/31/2019 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 24,872 | 13,530 | 6,455,000 | 3,849,000 | $259.53 |
| 12/31/2018 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 11,342 | -100 | 2,606,000 | -450,000 | $229.77 |
| 09/30/2018 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 11,442 | 181 | 3,056,000 | 245,000 | $267.09 |
| 06/30/2018 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 11,261 | 0 | 2,811,000 | 85,000 | $249.62 |
| 03/31/2018 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 11,261 | -2,807 | 2,726,000 | -725,000 | $242.07 |
| 12/31/2017 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 14,068 | -57 | 3,451,000 | 192,000 | $245.31 |
| 09/30/2017 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 14,125 | -475 | 3,259,000 | 16,000 | $230.73 |
| 06/30/2017 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 14,600 | 6,180 | 3,243,000 | 1,422,000 | $222.12 |
| 03/31/2017 | VANGUARD INDEX FDS SANDP 500 ETF | VOO | 8,420 | 8,420 | 1,821,000 | 1,821,000 | $216.27 |
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