EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025

Shares 1,152 Value ($000) $392 Avg Close $320.89 Range $287.24 - $353.30

Q3 2025

Shares 1,041 Value ($000) $351 Avg Close $312.02 Range $265.06 - $363.46

Q2 2025

Shares 898 Value ($000) $242 Avg Close $218.31 Range $147.33 - $275.24

Q4 2024

Shares 898 Value ($000) $249 Avg Close $279.37 Range $241.56 - $319.31

Q3 2024

Shares 879 Value ($000) $223 Avg Close $234.02 Range $203.82 - $255.89

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,152	$392	$320.89	$287.24 - $353.30
Q3 2025	1,041	$351	$312.02	$265.06 - $363.46
Q2 2025	898	$242	$218.31	$147.33 - $275.24
Q4 2024	898	$249	$279.37	$241.56 - $319.31
Q3 2024	879	$223	$234.02	$203.82 - $255.89