EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025

Shares 926 Value ($000) $315 Avg Close $320.89 Range $287.24 - $353.30

Q3 2025

Shares 927 Value ($000) $313 Avg Close $312.02 Range $265.06 - $363.46

Q2 2025

Shares 926 Value ($000) $250 Avg Close $218.31 Range $147.33 - $275.24

Q4 2024

Shares 922 Value ($000) $256 Avg Close $279.37 Range $241.56 - $319.31

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	926	$315	$320.89	$287.24 - $353.30
Q3 2025	927	$313	$312.02	$265.06 - $363.46
Q2 2025	926	$250	$218.31	$147.33 - $275.24
Q4 2024	922	$256	$279.37	$241.56 - $319.31