ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2013
Shares 1,000 Value ($000) $71 Avg Close Range
Q3 2013
Shares 1,000 Value ($000) $64 Avg Close Range
Q2 2013
Shares 1,000 Value ($000) $60 Avg Close Range