SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

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

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

Q4 2025
Shares 19,510 Value ($000) $2,297 Avg Close — Range —
Q3 2025
Shares 22,596 Value ($000) $2,675 Avg Close — Range —
Q2 2025
Shares 22,741 Value ($000) $2,468 Avg Close — Range —
Q1 2025
Shares 22,848 Value ($000) $2,204 Avg Close — Range —
Q4 2024
Shares 25,098 Value ($000) $2,430 Avg Close — Range —
Q3 2024
Shares 27,305 Value ($000) $2,468 Avg Close — Range —
Q2 2024
Shares 27,610 Value ($000) $2,365 Avg Close — Range —
Q1 2024
Shares 30,267 Value ($000) $2,472 Avg Close — Range —
Q4 2023
Shares 25,567 Value ($000) $1,858 Avg Close — Range —
Q3 2023
Shares 25,567 Value ($000) $1,676 Avg Close — Range —
Q2 2023
Shares 20,567 Value ($000) $1,339 Avg Close — Range —
Q1 2023
Shares 18,567 Value ($000) $1,076 Avg Close — Range —
Q4 2022
Shares 6,724 Value ($000) $323 Avg Close — Range —
Q3 2022
Shares 21,997 Value ($000) $1,054 Avg Close — Range —
Q2 2022
Shares 21,725 Value ($000) $1,179 Avg Close — Range —
Q1 2022
Shares 20,425 Value ($000) $1,405 Avg Close — Range —
Q4 2021
Shares 14,307 Value ($000) $1,111 Avg Close — Range —
Q3 2021
Shares 14,222 Value ($000) $1,140 Avg Close — Range —
Q2 2021
Shares 14,388 Value ($000) $1,165 Avg Close — Range —
Q1 2021
Shares 11,388 Value ($000) $835 Avg Close — Range —
Q4 2020
Shares 7,856 Value ($000) $530 Avg Close — Range —
Q3 2020
Shares 7,857 Value ($000) $467 Avg Close — Range —
Q2 2020
Shares 6,300 Value ($000) $341 Avg Close — Range —
Q1 2020
Shares 6,300 Value ($000) $279 Avg Close — Range —