ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q1 2014
Shares 1,873 Value ($000) $223 Avg Close — Range —
Q4 2013
Shares 1,935 Value ($000) $229 Avg Close — Range —
Q3 2013
Shares 1,935 Value ($000) $210 Avg Close — Range —
Q2 2013
Shares 1,935 Value ($000) $188 Avg Close — Range —