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Evercore Wealth Management, LLC
> BX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Blackstone Inc. | BX | 1,642,119 | 12,090 | 152,667,804,000 | 9,486,056,000 | $92,970.00 |
| 03/31/2023 | Blackstone Inc. | BX | 1,630,029 | 27,188 | 143,181,748,000 | 143,047,590,000 | $87,840.00 |
| 09/30/2022 | Blackstone Inc. | BX | 1,602,841 | 32,853 | 134,158,000 | -9,073,000 | $83.70 |
| 06/30/2022 | Blackstone Inc. | BX | 1,569,988 | -9,010 | 143,231,000 | -57,207,000 | $91.23 |
| 03/31/2022 | Blackstone Inc. | BX | 1,578,998 | 2,205 | 200,438,000 | -3,583,000 | $126.94 |
| 12/31/2021 | Blackstone Inc. | BX | 1,576,793 | -36,099 | 204,021,000 | 16,378,000 | $129.39 |
| 09/30/2021 | Blackstone Inc. | BX | 1,612,892 | -54,909 | 187,643,000 | 25,633,000 | $116.34 |
| 06/30/2021 | Blackstone Inc. | BX | 1,667,801 | -99,134 | 162,010,000 | 47,496,000 | $97.14 |
| 12/31/2020 | Blackstone Inc. | BX | 1,766,935 | 20,651 | 114,514,000 | 23,359,000 | $64.81 |
| 09/30/2020 | Blackstone Inc. | BX | 1,746,284 | 32,752 | 91,155,000 | -5,934,000 | $52.20 |
| 06/30/2020 | Blackstone Inc. | BX | 1,713,532 | 4,749 | 97,089,000 | 19,220,000 | $56.66 |
| 03/31/2020 | Blackstone Inc. | BX | 1,708,783 | -60,367 | 77,869,000 | -21,097,000 | $45.57 |
| 12/31/2019 | Blackstone Inc. | BX | 1,769,150 | 64,726 | 98,966,000 | 15,722,000 | $55.94 |
| 09/30/2019 | Blackstone Inc. | BX | 1,704,424 | 1,704,424 | 83,244,000 | 83,244,000 | $48.84 |
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