SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 22,771 Value ($000) $1,769 Avg Close — Range —
Q3 2025
Shares 22,771 Value ($000) $1,785 Avg Close — Range —
Q2 2025
Shares 22,771 Value ($000) $1,844 Avg Close — Range —
Q1 2025
Shares 22,771 Value ($000) $1,860 Avg Close — Range —
Q4 2024
Shares 23,866 Value ($000) $1,876 Avg Close — Range —
Q3 2024
Shares 23,866 Value ($000) $1,981 Avg Close — Range —
Q2 2024
Shares 25,716 Value ($000) $1,969 Avg Close — Range —
Q1 2024
Shares 25,716 Value ($000) $1,964 Avg Close — Range —
Q4 2023
Shares 25,716 Value ($000) $1,852 Avg Close — Range —
Q3 2023
Shares 24,916 Value ($000) $1,714 Avg Close — Range —
Q2 2023
Shares 23,541 Value ($000) $1,746 Avg Close — Range —
Q1 2023
Shares 21,141 Value ($000) $1,579 Avg Close — Range —
Q4 2022
Shares 19,941 Value ($000) $1,487 Avg Close — Range —
Q3 2022
Shares 19,985 Value ($000) $1,334 Avg Close — Range —
Q2 2022
Shares 19,985 Value ($000) $1,442 Avg Close — Range —
Q1 2022
Shares 18,560 Value ($000) $1,409 Avg Close — Range —
Q4 2021
Shares 12,210 Value ($000) $941 Avg Close — Range —
Q3 2021
Shares 12,210 Value ($000) $841 Avg Close — Range —
Q2 2021
Shares 12,210 Value ($000) $854 Avg Close — Range —
Q1 2021
Shares 8,985 Value ($000) $613 Avg Close — Range —
Q4 2020
Shares 4,360 Value ($000) $294 Avg Close — Range —
Q3 2020
Shares 4,689 Value ($000) $301 Avg Close — Range —
Q2 2020
Shares 3,900 Value ($000) $229 Avg Close — Range —
Q1 2020
Shares 3,900 Value ($000) $212 Avg Close — Range —
Q4 2017
Shares 350 Value ($000) $20 Avg Close — Range —
Q3 2017
Shares 350 Value ($000) $19 Avg Close — Range —
Q2 2017
Shares 350 Value ($000) $19 Avg Close — Range —
Q1 2017
Shares 350 Value ($000) $19 Avg Close — Range —
Q4 2016
Shares 5,000 Value ($000) $259 Avg Close — Range —
Q3 2016
Shares 5,000 Value ($000) $266 Avg Close — Range —
Q2 2016
Shares 5,650 Value ($000) $312 Avg Close — Range —
Q1 2016
Shares 5,650 Value ($000) $299 Avg Close — Range —
Q4 2015
Shares 5,650 Value ($000) $285 Avg Close — Range —
Q3 2015
Shares 5,650 Value ($000) $267 Avg Close — Range —
Q2 2015
Shares 6,272 Value ($000) $299 Avg Close — Range —
Q1 2015
Shares 5,650 Value ($000) $276 Avg Close — Range —
Q3 2014
Shares 5,650 Value ($000) $255 Avg Close — Range —
Q2 2014
Shares 6,795 Value ($000) $303 Avg Close — Range —
Q1 2014
Shares 650 Value ($000) $28 Avg Close — Range —
Q4 2013
Shares 650 Value ($000) $28 Avg Close — Range —
Q2 2013
Shares 3,404 Value ($000) $134 Avg Close — Range —