EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

Corient Private Wealth LLC's Holding History (CIK: 0001948780)

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

Q4 2025

Shares 43,424 Value ($000) $3,463 Avg Close $320.89 Range $287.24 - $353.30

Q3 2025

Shares 9,652 Value ($000) $3,256 Avg Close $312.02 Range $265.06 - $363.46

Q2 2025

Shares 8,846 Value ($000) $2,389 Avg Close $218.31 Range $147.33 - $275.24

Q1 2025

Shares 9,336 Value ($000) $1,865 Avg Close $246.39 Range $183.44 - $294.03

Q4 2024

Shares 8,981 Value ($000) $2,490 Avg Close $279.37 Range $241.56 - $319.31

Q3 2024

Shares 8,923 Value ($000) $2,261 Avg Close $234.02 Range $203.82 - $255.89

Q2 2024

Shares 9,061 Value ($000) $1,889 Avg Close $190.59 Range $171.42 - $205.02

Q1 2024

Shares 8,224 Value ($000) $1,584 Avg Close $176.58 Range $158.51 - $194.65

Q4 2023

Shares 10,078 Value ($000) $1,724 Avg Close $140.62 Range $120.67 - $169.53

Q3 2023

Shares 5,529 Value ($000) $762 Avg Close $131.10 Range $112.87 - $142.43

Q2 2023

Shares 4,393 Value ($000) $543 Avg Close $110.37 Range $99.84 - $122.95

Q1 2023

Shares 5,127 Value ($000) $592 Avg Close $118.51 Range $102.50 - $130.71

Q4 2022

Shares 4,198 Value ($000) $458 Avg Close $98.92 Range $76.90 - $112.66

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	43,424	$3,463	$320.89	$287.24 - $353.30
Q3 2025	9,652	$3,256	$312.02	$265.06 - $363.46
Q2 2025	8,846	$2,389	$218.31	$147.33 - $275.24
Q1 2025	9,336	$1,865	$246.39	$183.44 - $294.03
Q4 2024	8,981	$2,490	$279.37	$241.56 - $319.31
Q3 2024	8,923	$2,261	$234.02	$203.82 - $255.89
Q2 2024	9,061	$1,889	$190.59	$171.42 - $205.02
Q1 2024	8,224	$1,584	$176.58	$158.51 - $194.65
Q4 2023	10,078	$1,724	$140.62	$120.67 - $169.53
Q3 2023	5,529	$762	$131.10	$112.87 - $142.43
Q2 2023	4,393	$543	$110.37	$99.84 - $122.95
Q1 2023	5,127	$592	$118.51	$102.50 - $130.71
Q4 2022	4,198	$458	$98.92	$76.90 - $112.66