SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q3 2015

Shares 251 Value ($000) $23 Avg Close — Range —

Q2 2015

Shares 251 Value ($000) $25 Avg Close — Range —

Q1 2015

Shares 251 Value ($000) $25 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2015	251	$23	—	—
Q2 2015	251	$25	—	—
Q1 2015	251	$25	—	—