VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 218,960 Value ($000) $13,678 Avg Close — Range —
Q3 2025
Shares 210,085 Value ($000) $12,588 Avg Close — Range —
Q2 2025
Shares 206,527 Value ($000) $11,774 Avg Close — Range —
Q1 2025
Shares 203,977 Value ($000) $10,368 Avg Close — Range —
Q4 2024
Shares 210,486 Value ($000) $10,065 Avg Close — Range —
Q3 2024
Shares 206,455 Value ($000) $10,903 Avg Close — Range —
Q2 2024
Shares 209,805 Value ($000) $10,369 Avg Close — Range —
Q1 2024
Shares 200,061 Value ($000) $10,037 Avg Close — Range —
Q4 2023
Shares 202,060 Value ($000) $9,679 Avg Close — Range —
Q3 2023
Shares 170,882 Value ($000) $7,471 Avg Close — Range —
Q2 2023
Shares 169,533 Value ($000) $7,829 Avg Close — Range —
Q1 2023
Shares 166,062 Value ($000) $7,501 Avg Close — Range —
Q4 2022
Shares 159,009 Value ($000) $6,674 Avg Close — Range —
Q3 2022
Shares 185,374 Value ($000) $6,741 Avg Close — Range —
Q2 2022
Shares 158,229 Value ($000) $6,456 Avg Close — Range —
Q1 2022
Shares 153,553 Value ($000) $7,375 Avg Close — Range —
Q4 2021
Shares 172,153 Value ($000) $8,790 Avg Close — Range —
Q3 2021
Shares 161,653 Value ($000) $8,162 Avg Close — Range —
Q2 2021
Shares 162,653 Value ($000) $8,380 Avg Close — Range —
Q1 2021
Shares 162,650 Value ($000) $7,988 Avg Close — Range —
Q4 2020
Shares 140,590 Value ($000) $6,638 Avg Close — Range —
Q3 2020
Shares 150,558 Value ($000) $6,158 Avg Close — Range —
Q2 2020
Shares 291,292 Value ($000) $11,299 Avg Close — Range —
Q1 2020
Shares 82,516 Value ($000) $2,751 Avg Close — Range —
Q4 2019
Shares 42,598 Value ($000) $1,877 Avg Close — Range —
Q3 2019
Shares 44,054 Value ($000) $1,810 Avg Close — Range —
Q2 2019
Shares 33,029 Value ($000) $1,378 Avg Close — Range —
Q1 2019
Shares 22,187 Value ($000) $907 Avg Close — Range —
Q4 2018
Shares 11,036 Value ($000) $409 Avg Close — Range —
Q3 2018
Shares 11,082 Value ($000) $480 Avg Close — Range —
Q2 2018
Shares 10,715 Value ($000) $460 Avg Close — Range —
Q1 2018
Shares 13,099 Value ($000) $579 Avg Close — Range —
Q4 2017
Shares 13,124 Value ($000) $589 Avg Close — Range —
Q3 2017
Shares 13,099 Value ($000) $569 Avg Close — Range —
Q2 2017
Shares 9,399 Value ($000) $388 Avg Close — Range —
Q1 2017
Shares 9,399 Value ($000) $370 Avg Close — Range —
Q4 2016
Shares 9,399 Value ($000) $343 Avg Close — Range —
Q3 2016
Shares 9,399 Value ($000) $351 Avg Close — Range —
Q2 2016
Shares 7,719 Value ($000) $273 Avg Close — Range —
Q1 2016
Shares 8,969 Value ($000) $322 Avg Close — Range —
Q4 2015
Shares 6,719 Value ($000) $247 Avg Close — Range —
Q3 2015
Shares 7,397 Value ($000) $263 Avg Close — Range —
Q2 2015
Shares 7,397 Value ($000) $294 Avg Close — Range —
Q1 2015
Shares 7,397 Value ($000) $295 Avg Close — Range —
Q3 2014
Shares 15,235 Value ($000) $605 Avg Close — Range —
Q2 2014
Shares 15,235 Value ($000) $649 Avg Close — Range —
Q1 2014
Shares 15,235 Value ($000) $629 Avg Close — Range —
Q4 2013
Shares 15,235 Value ($000) $636 Avg Close — Range —
Q3 2013
Shares 13,960 Value ($000) $551 Avg Close — Range —
Q2 2013
Shares 10,982 Value ($000) $390 Avg Close — Range —