EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025

Shares 806 Value ($000) $274 Avg Close $320.89 Range $287.24 - $353.30

Q3 2025

Shares 3,993 Value ($000) $1,347 Avg Close $312.02 Range $265.06 - $363.46

Q2 2025

Shares 951 Value ($000) $257 Avg Close $218.31 Range $147.33 - $275.24

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	806	$274	$320.89	$287.24 - $353.30
Q3 2025	3,993	$1,347	$312.02	$265.06 - $363.46
Q2 2025	951	$257	$218.31	$147.33 - $275.24