Evercore Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$15K	–	960
2017 Q2	$15K	Buy	+500	New	+$15.4K	﹤0.01%	763
2016 Q3	–	Sell	-2,000	Closed	-$64K	–	1066
2016 Q2	$64K	Sell	2,000 -3,895	-66%	-$116K	﹤0.01%	533
2016 Q1	$160K	Sell	5,895 -510	-8%	-$12.9K	0.01%	394
2015 Q4	$186K	Buy	6,405 +4,405	+220%	+$135K	0.01%	379
2015 Q3	$61K	Sell	2,000 -7,701	-79%	-$277K	﹤0.01%	556
2015 Q2	$384K	Buy	9,701 +4,147	+75%	+$180K	0.02%	309
2015 Q1	$237K	Buy	+5,554	New	+$245K	0.01%	386
2014 Q4	–	Sell	-33,535	Closed	-$1.78M	–	1012
2014 Q3	$1.78M	Buy	33,535 +9,989	+42%	+$523K	0.09%	145
2014 Q2	$1.23M	Sell	23,546 -1,874	-7%	-$92.3K	0.06%	169
2014 Q1	$1.18M	Buy	25,420 +3,270	+15%	+$151K	0.07%	168
2013 Q4	$1.03M	Buy	22,150 +19,254	+665%	+$869K	0.06%	189
2013 Q3	$129K	Sell	2,896 -50	-2%	-$2.3K	0.01%	450
2013 Q2	$137K	Buy	+2,946	New	+$136K	0.01%	445