VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 1,827 Value ($000) $387 Avg Close — Range —
Q3 2025
Shares 1,712 Value ($000) $357 Avg Close — Range —
Q2 2025
Shares 1,712 Value ($000) $334 Avg Close — Range —
Q1 2025
Shares 1,712 Value ($000) $319 Avg Close — Range —
Q4 2024
Shares 1,712 Value ($000) $339 Avg Close — Range —
Q3 2024
Shares 1,885 Value ($000) $378 Avg Close — Range —
Q2 2024
Shares 1,935 Value ($000) $353 Avg Close — Range —
Q1 2024
Shares 1,946 Value ($000) $373 Avg Close — Range —
Q4 2023
Shares 1,946 Value ($000) $350 Avg Close — Range —
Q3 2023
Shares 1,946 Value ($000) $310 Avg Close — Range —
Q2 2023
Shares 1,946 Value ($000) $322 Avg Close — Range —
Q1 2023
Shares 1,946 Value ($000) $309 Avg Close — Range —
Q4 2022
Shares 1,991 Value ($000) $316 Avg Close — Range —
Q3 2022
Shares 1,944 Value ($000) $279 Avg Close — Range —
Q2 2022
Shares 2,626 Value ($000) $393 Avg Close — Range —
Q1 2022
Shares 2,626 Value ($000) $462 Avg Close — Range —
Q4 2021
Shares 1,935 Value ($000) $346 Avg Close — Range —
Q3 2021
Shares 1,935 Value ($000) $328 Avg Close — Range —
Q2 2021
Shares 1,935 Value ($000) $336 Avg Close — Range —
Q1 2021
Shares 1,935 Value ($000) $320 Avg Close — Range —
Q4 2020
Shares 1,935 Value ($000) $275 Avg Close — Range —
Q3 2020
Shares 1,935 Value ($000) $214 Avg Close — Range —
Q4 2017
Shares 464 Value ($000) $62 Avg Close — Range —
Q3 2017
Shares 464 Value ($000) $59 Avg Close — Range —
Q2 2017
Shares 464 Value ($000) $57 Avg Close — Range —
Q1 2017
Shares 464 Value ($000) $57 Avg Close — Range —
Q4 2016
Shares 464 Value ($000) $56 Avg Close — Range —
Q3 2016
Shares 464 Value ($000) $51 Avg Close — Range —
Q2 2016
Shares 464 Value ($000) $49 Avg Close — Range —
Q1 2016
Shares 464 Value ($000) $47 Avg Close — Range —
Q4 2015
Shares 464 Value ($000) $46 Avg Close — Range —
Q3 2015
Shares 245 Value ($000) $24 Avg Close — Range —
Q2 2015
Shares 245 Value ($000) $27 Avg Close — Range —
Q1 2015
Shares 370 Value ($000) $41 Avg Close — Range —
Q3 2014
Shares 370 Value ($000) $37 Avg Close — Range —
Q2 2014
Shares 70 Value ($000) $7 Avg Close — Range —
Q1 2014
Shares 70 Value ($000) $7 Avg Close — Range —
Q4 2013
Shares 70 Value ($000) $7 Avg Close — Range —
Q3 2013
Shares 70 Value ($000) $6 Avg Close — Range —
Q2 2013
Shares 70 Value ($000) $6 Avg Close — Range —