VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

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

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

Q4 2025
Shares 3,175 Value ($000) $2,393 Avg Close — Range —
Q3 2025
Shares 3,175 Value ($000) $2,371 Avg Close — Range —
Q2 2025
Shares 3,175 Value ($000) $2,106 Avg Close — Range —
Q1 2025
Shares 3,175 Value ($000) $1,722 Avg Close — Range —
Q4 2024
Shares 3,175 Value ($000) $1,974 Avg Close — Range —
Q3 2024
Shares 3,200 Value ($000) $1,877 Avg Close — Range —
Q2 2024
Shares 3,253 Value ($000) $1,876 Avg Close — Range —
Q1 2024
Shares 3,253 Value ($000) $1,706 Avg Close — Range —
Q4 2023
Shares 3,253 Value ($000) $1,574 Avg Close — Range —
Q3 2023
Shares 3,253 Value ($000) $1,350 Avg Close — Range —
Q2 2023
Shares 3,254 Value ($000) $1,439 Avg Close — Range —
Q1 2023
Shares 3,254 Value ($000) $1,254 Avg Close — Range —
Q4 2022
Shares 3,254 Value ($000) $1,039 Avg Close — Range —
Q3 2022
Shares 4,003 Value ($000) $1,230 Avg Close — Range —
Q2 2022
Shares 4,449 Value ($000) $1,453 Avg Close — Range —
Q1 2022
Shares 4,557 Value ($000) $1,898 Avg Close — Range —
Q1 2016
Shares 152 Value ($000) $17 Avg Close — Range —
Q4 2015
Shares 152 Value ($000) $16 Avg Close — Range —
Q3 2015
Shares 152 Value ($000) $15 Avg Close — Range —
Q2 2015
Shares 152 Value ($000) $16 Avg Close — Range —
Q1 2015
Shares 152 Value ($000) $16 Avg Close — Range —
Q3 2014
Shares 152 Value ($000) $15 Avg Close — Range —
Q2 2014
Shares 152 Value ($000) $15 Avg Close — Range —
Q1 2014
Shares 152 Value ($000) $14 Avg Close — Range —
Q3 2013
Shares 50 Value ($000) $4 Avg Close — Range —