SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 46,725 Value ($000) $7,233 Avg Close — Range —
Q3 2025
Shares 46,795 Value ($000) $6,512 Avg Close — Range —
Q2 2025
Shares 59,447 Value ($000) $8,013 Avg Close — Range —
Q1 2025
Shares 60,947 Value ($000) $8,899 Avg Close — Range —
Q4 2024
Shares 144,671 Value ($000) $19,902 Avg Close — Range —
Q3 2024
Shares 61,530 Value ($000) $9,477 Avg Close — Range —
Q2 2024
Shares 62,561 Value ($000) $9,118 Avg Close — Range —
Q1 2024
Shares 64,672 Value ($000) $9,554 Avg Close — Range —
Q4 2023
Shares 63,612 Value ($000) $8,675 Avg Close — Range —
Q3 2023
Shares 65,705 Value ($000) $8,459 Avg Close — Range —
Q2 2023
Shares 65,938 Value ($000) $8,752 Avg Close — Range —
Q1 2023
Shares 63,340 Value ($000) $8,200 Avg Close — Range —
Q4 2022
Shares 71,416 Value ($000) $9,702 Avg Close — Range —
Q3 2022
Shares 62,611 Value ($000) $7,583 Avg Close — Range —
Q2 2022
Shares 64,278 Value ($000) $8,243 Avg Close — Range —
Q1 2022
Shares 66,685 Value ($000) $9,135 Avg Close — Range —
Q1 2016
Shares 60,491 Value ($000) $4,100 Avg Close — Range —
Q4 2015
Shares 59,991 Value ($000) $4,321 Avg Close — Range —
Q3 2015
Shares 57,994 Value ($000) $3,839 Avg Close — Range —
Q2 2015
Shares 58,764 Value ($000) $4,373 Avg Close — Range —
Q1 2015
Shares 57,850 Value ($000) $4,196 Avg Close — Range —
Q3 2014
Shares 60,400 Value ($000) $3,864 Avg Close — Range —
Q2 2014
Shares 58,100 Value ($000) $3,534 Avg Close — Range —
Q1 2014
Shares 57,300 Value ($000) $3,350 Avg Close — Range —
Q4 2013
Shares 53,800 Value ($000) $2,983 Avg Close — Range —
Q3 2013
Shares 47,800 Value ($000) $2,417 Avg Close — Range —
Q2 2013
Shares 45,896 Value ($000) $2,186 Avg Close — Range —