EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025

Shares 250 Value ($000) $85 Avg Close $320.89 Range $287.24 - $353.30

Q3 2025

Shares 253 Value ($000) $85 Avg Close $312.02 Range $265.06 - $363.46

Q2 2025

Shares 92 Value ($000) $25 Avg Close $218.31 Range $147.33 - $275.24

Q1 2025

Shares 20 Value ($000) $4 Avg Close $246.39 Range $183.44 - $294.03

Q4 2024

Shares 153 Value ($000) $42 Avg Close $279.37 Range $241.56 - $319.31

Q3 2024

Shares 131 Value ($000) $33 Avg Close $234.02 Range $203.82 - $255.89

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	250	$85	$320.89	$287.24 - $353.30
Q3 2025	253	$85	$312.02	$265.06 - $363.46
Q2 2025	92	$25	$218.31	$147.33 - $275.24
Q1 2025	20	$4	$246.39	$183.44 - $294.03
Q4 2024	153	$42	$279.37	$241.56 - $319.31
Q3 2024	131	$33	$234.02	$203.82 - $255.89