SPDR DOW JONES INDL AVERAGE

Ticker: DIA CUSIP: 78467X109 Class: UT SER 1

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

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

Q4 2025
Shares 1,712 Value ($000) $823 Avg Close Range
Q3 2025
Shares 1,712 Value ($000) $794 Avg Close Range
Q2 2025
Shares 1,712 Value ($000) $754 Avg Close Range
Q1 2025
Shares 1,712 Value ($000) $719 Avg Close Range
Q4 2024
Shares 1,712 Value ($000) $728 Avg Close Range
Q3 2024
Shares 1,712 Value ($000) $724 Avg Close Range
Q2 2024
Shares 1,912 Value ($000) $748 Avg Close Range
Q1 2024
Shares 1,912 Value ($000) $761 Avg Close Range
Q4 2023
Shares 1,912 Value ($000) $721 Avg Close Range
Q3 2023
Shares 1,912 Value ($000) $640 Avg Close Range
Q2 2023
Shares 2,027 Value ($000) $697 Avg Close Range
Q1 2023
Shares 2,027 Value ($000) $674 Avg Close Range
Q4 2022
Shares 2,027 Value ($000) $672 Avg Close Range
Q3 2022
Shares 2,027 Value ($000) $582 Avg Close Range
Q2 2022
Shares 2,027 Value ($000) $624 Avg Close Range
Q1 2022
Shares 2,027 Value ($000) $703 Avg Close Range
Q1 2016
Shares 3,980 Value ($000) $703 Avg Close Range
Q4 2015
Shares 3,980 Value ($000) $692 Avg Close Range
Q3 2015
Shares 3,980 Value ($000) $648 Avg Close Range
Q2 2015
Shares 3,980 Value ($000) $700 Avg Close Range
Q1 2015
Shares 2,540 Value ($000) $451 Avg Close Range
Q3 2014
Shares 2,540 Value ($000) $433 Avg Close Range
Q2 2014
Shares 2,540 Value ($000) $426 Avg Close Range
Q1 2014
Shares 2,490 Value ($000) $409 Avg Close Range
Q4 2013
Shares 2,490 Value ($000) $413 Avg Close Range
Q3 2013
Shares 2,800 Value ($000) $423 Avg Close Range
Q2 2013
Shares 2,800 Value ($000) $416 Avg Close Range