EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 1,698 Value ($000) $578 Avg Close $320.89 Range $287.24 - $353.30

Q2 2025

Shares 1,442 Value ($000) $389 Avg Close $218.31 Range $147.33 - $275.24

Q1 2025

Shares 1,453 Value ($000) $290 Avg Close $246.39 Range $183.44 - $294.03

Q4 2024

Shares 1,546 Value ($000) $429 Avg Close $279.37 Range $241.56 - $319.31

Q3 2024

Shares 1,596 Value ($000) $404 Avg Close $234.02 Range $203.82 - $255.89

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,698	$578	$320.89	$287.24 - $353.30
Q2 2025	1,442	$389	$218.31	$147.33 - $275.24
Q1 2025	1,453	$290	$246.39	$183.44 - $294.03
Q4 2024	1,546	$429	$279.37	$241.56 - $319.31
Q3 2024	1,596	$404	$234.02	$203.82 - $255.89