SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

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

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

Q4 2025
Shares 5,969 Value ($000) $258 Avg Close — Range —
Q3 2025
Shares 5,969 Value ($000) $263 Avg Close — Range —
Q2 2025
Shares 5,969 Value ($000) $253 Avg Close — Range —
Q1 2025
Shares 5,969 Value ($000) $264 Avg Close — Range —
Q4 2024
Shares 5,969 Value ($000) $258 Avg Close — Range —
Q3 2024
Shares 5,969 Value ($000) $272 Avg Close — Range —
Q2 2024
Shares 5,969 Value ($000) $240 Avg Close — Range —
Q1 2024
Shares 5,969 Value ($000) $243 Avg Close — Range —
Q4 2023
Shares 8,818 Value ($000) $346 Avg Close — Range —
Q3 2023
Shares 8,818 Value ($000) $309 Avg Close — Range —
Q2 2023
Shares 8,818 Value ($000) $327 Avg Close — Range —
Q1 2023
Shares 8,818 Value ($000) $335 Avg Close — Range —
Q4 2022
Shares 11,320 Value ($000) $448 Avg Close — Range —
Q3 2022
Shares 11,320 Value ($000) $402 Avg Close — Range —
Q2 2022
Shares 11,320 Value ($000) $452 Avg Close — Range —
Q1 2022
Shares 11,320 Value ($000) $498 Avg Close — Range —
Q4 2021
Shares 11,320 Value ($000) $476 Avg Close — Range —
Q3 2021
Shares 11,320 Value ($000) $443 Avg Close — Range —
Q2 2021
Shares 11,320 Value ($000) $454 Avg Close — Range —
Q1 2021
Shares 11,320 Value ($000) $436 Avg Close — Range —
Q4 2020
Shares 11,320 Value ($000) $373 Avg Close — Range —