SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

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

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

Q1 2025
Shares 15,565 Value ($000) $426 Avg Close — Range —
Q4 2024
Shares 15,565 Value ($000) $462 Avg Close — Range —