ISHARES BITCOIN TRUST ETF

Ticker: IBIT CUSIP: 46438F101 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 122,252 Value ($000) $6,070 Avg Close Range
Q3 2025
Shares 29,841 Value ($000) $1,940 Avg Close Range
Q2 2025
Shares 15,358 Value ($000) $940 Avg Close Range
Q1 2025
Shares 18,046 Value ($000) $845 Avg Close Range
Q4 2024
Shares 17,046 Value ($000) $904 Avg Close Range
Q3 2024
Shares 13,500 Value ($000) $488 Avg Close Range
Q2 2024
Shares 7,685 Value ($000) $262 Avg Close Range
Q1 2024
Shares 7,208 Value ($000) $292 Avg Close Range