EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025

Shares 26,063 Value ($000) $8,868 Avg Close $320.89 Range $287.24 - $353.30

Q3 2025

Shares 25,663 Value ($000) $8,511 Avg Close $312.02 Range $265.06 - $363.46

Q2 2025

Shares 23,120 Value ($000) $6,243 Avg Close $218.31 Range $147.33 - $275.24

Q1 2025

Shares 21,787 Value ($000) $4,351 Avg Close $246.39 Range $183.44 - $294.03

Q4 2024

Shares 21,357 Value ($000) $5,922 Avg Close $279.37 Range $241.56 - $319.31

Q3 2024

Shares 20,818 Value ($000) $5,274 Avg Close $234.02 Range $203.82 - $255.89

Q2 2024

Shares 1,490 Value ($000) $0 Avg Close $190.59 Range $171.42 - $205.02

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	26,063	$8,868	$320.89	$287.24 - $353.30
Q3 2025	25,663	$8,511	$312.02	$265.06 - $363.46
Q2 2025	23,120	$6,243	$218.31	$147.33 - $275.24
Q1 2025	21,787	$4,351	$246.39	$183.44 - $294.03
Q4 2024	21,357	$5,922	$279.37	$241.56 - $319.31
Q3 2024	20,818	$5,274	$234.02	$203.82 - $255.89
Q2 2024	1,490	$0	$190.59	$171.42 - $205.02