ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 5,802 Value ($000) $661 Avg Close — Range —
Q3 2025
Shares 5,802 Value ($000) $661 Avg Close — Range —
Q2 2025
Shares 5,877 Value ($000) $658 Avg Close — Range —
Q1 2025
Shares 5,877 Value ($000) $588 Avg Close — Range —
Q4 2024
Shares 5,877 Value ($000) $569 Avg Close — Range —
Q3 2024
Shares 10,600 Value ($000) $1,141 Avg Close — Range —
Q2 2024
Shares 11,010 Value ($000) $1,126 Avg Close — Range —
Q1 2024
Shares 12,010 Value ($000) $1,247 Avg Close — Range —
Q4 2023
Shares 12,010 Value ($000) $1,163 Avg Close — Range —
Q3 2023
Shares 12,195 Value ($000) $1,052 Avg Close — Range —
Q2 2023
Shares 12,195 Value ($000) $1,164 Avg Close — Range —
Q1 2023
Shares 13,920 Value ($000) $1,304 Avg Close — Range —
Q4 2022
Shares 166,602 Value ($000) $13,955 Avg Close — Range —