SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 14,192 Value ($000) $2,201 Avg Close — Range —
Q3 2025
Shares 16,527 Value ($000) $2,549 Avg Close — Range —
Q2 2025
Shares 16,502 Value ($000) $2,434 Avg Close — Range —
Q1 2025
Shares 16,582 Value ($000) $2,173 Avg Close — Range —
Q4 2024
Shares 17,132 Value ($000) $2,257 Avg Close — Range —
Q3 2024
Shares 18,032 Value ($000) $2,442 Avg Close — Range —
Q2 2024
Shares 19,314 Value ($000) $2,354 Avg Close — Range —
Q1 2024
Shares 20,172 Value ($000) $2,541 Avg Close — Range —
Q4 2023
Shares 18,430 Value ($000) $2,101 Avg Close — Range —
Q3 2023
Shares 18,430 Value ($000) $1,868 Avg Close — Range —
Q2 2023
Shares 18,228 Value ($000) $1,956 Avg Close — Range —
Q1 2023
Shares 16,828 Value ($000) $1,703 Avg Close — Range —
Q4 2022
Shares 16,997 Value ($000) $1,669 Avg Close — Range —
Q3 2022
Shares 17,017 Value ($000) $1,410 Avg Close — Range —
Q2 2022
Shares 17,368 Value ($000) $1,517 Avg Close — Range —
Q1 2022
Shares 32,548 Value ($000) $3,352 Avg Close — Range —
Q1 2016
Shares 2,980 Value ($000) $165 Avg Close — Range —
Q4 2015
Shares 3,000 Value ($000) $159 Avg Close — Range —
Q3 2015
Shares 460 Value ($000) $23 Avg Close — Range —
Q2 2015
Shares 894 Value ($000) $48 Avg Close — Range —
Q1 2015
Shares 460 Value ($000) $26 Avg Close — Range —
Q2 2013
Shares 3,300 Value ($000) $142 Avg Close — Range —