Callan Family Office’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$389K	Buy	+1,441	New	+$389K	0.01%	691
2025 Q1	–	Sell	-1,435	Closed	-$398K	–	583
2024 Q4	$398K	Buy	+1,435	New	+$398K	0.03%	418