VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 18,703 Value ($000) $6,271 Avg Close — Range —
Q3 2025
Shares 18,244 Value ($000) $5,987 Avg Close — Range —
Q2 2025
Shares 18,244 Value ($000) $5,545 Avg Close — Range —
Q1 2025
Shares 18,244 Value ($000) $5,014 Avg Close — Range —
Q4 2024
Shares 18,244 Value ($000) $5,287 Avg Close — Range —
Q3 2024
Shares 18,208 Value ($000) $5,156 Avg Close — Range —
Q2 2024
Shares 18,207 Value ($000) $4,871 Avg Close — Range —
Q1 2024
Shares 18,542 Value ($000) $4,819 Avg Close — Range —
Q4 2023
Shares 18,682 Value ($000) $4,432 Avg Close — Range —
Q3 2023
Shares 19,843 Value ($000) $4,215 Avg Close — Range —
Q2 2023
Shares 18,386 Value ($000) $4,050 Avg Close — Range —
Q1 2023
Shares 18,573 Value ($000) $3,791 Avg Close — Range —
Q4 2022
Shares 18,010 Value ($000) $3,443 Avg Close — Range —
Q3 2022
Shares 17,743 Value ($000) $3,184 Avg Close — Range —
Q2 2022
Shares 17,737 Value ($000) $3,346 Avg Close — Range —
Q1 2022
Shares 17,737 Value ($000) $4,038 Avg Close — Range —
Q4 2021
Shares 18,100 Value ($000) $4,370 Avg Close — Range —
Q3 2021
Shares 18,100 Value ($000) $4,019 Avg Close — Range —
Q2 2021
Shares 18,851 Value ($000) $4,200 Avg Close — Range —
Q1 2021
Shares 18,714 Value ($000) $3,868 Avg Close — Range —
Q4 2020
Shares 19,279 Value ($000) $3,753 Avg Close — Range —
Q3 2020
Shares 17,701 Value ($000) $3,015 Avg Close — Range —
Q2 2020
Shares 16,995 Value ($000) $2,660 Avg Close — Range —
Q1 2020
Shares 16,995 Value ($000) $2,191 Avg Close — Range —
Q4 2019
Shares 17,110 Value ($000) $2,800 Avg Close — Range —
Q3 2019
Shares 17,070 Value ($000) $2,578 Avg Close — Range —
Q2 2019
Shares 14,580 Value ($000) $2,188 Avg Close — Range —
Q1 2019
Shares 15,935 Value ($000) $2,306 Avg Close — Range —
Q4 2018
Shares 14,854 Value ($000) $1,896 Avg Close — Range —
Q3 2018
Shares 14,646 Value ($000) $2,192 Avg Close — Range —
Q2 2018
Shares 13,544 Value ($000) $1,902 Avg Close — Range —
Q1 2018
Shares 13,517 Value ($000) $1,835 Avg Close — Range —
Q4 2017
Shares 13,517 Value ($000) $1,855 Avg Close — Range —
Q3 2017
Shares 13,244 Value ($000) $1,715 Avg Close — Range —
Q2 2017
Shares 13,244 Value ($000) $1,648 Avg Close — Range —
Q1 2017
Shares 13,244 Value ($000) $1,607 Avg Close — Range —
Q4 2016
Shares 11,776 Value ($000) $1,358 Avg Close — Range —
Q3 2016
Shares 10,797 Value ($000) $1,202 Avg Close — Range —
Q2 2016
Shares 9,934 Value ($000) $1,065 Avg Close — Range —
Q1 2016
Shares 8,170 Value ($000) $856 Avg Close — Range —
Q4 2015
Shares 8,170 Value ($000) $852 Avg Close — Range —
Q3 2015
Shares 8,170 Value ($000) $806 Avg Close — Range —
Q2 2015
Shares 8,170 Value ($000) $874 Avg Close — Range —
Q1 2015
Shares 6,772 Value ($000) $727 Avg Close — Range —
Q4 2014
Shares 4,840 Value ($000) $513 Avg Close — Range —
Q3 2014
Shares 5,653 Value ($000) $572 Avg Close — Range —
Q2 2014
Shares 7,051 Value ($000) $718 Avg Close — Range —
Q1 2014
Shares 7,051 Value ($000) $687 Avg Close — Range —
Q4 2013
Shares 7,051 Value ($000) $677 Avg Close — Range —
Q3 2013
Shares 4,790 Value ($000) $420 Avg Close — Range —
Q2 2013
Shares 4,790 Value ($000) $396 Avg Close — Range —