Evercore Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-55	Closed	-$4K	–	909
2017 Q2	$4K	Hold	55	–	–	﹤0.01%	905
2017 Q1	$4K	Buy	+55	New	+$4.38K	﹤0.01%	895
2016 Q2	–	Sell	-2,039	Closed	-$164K	–	1018
2016 Q1	$164K	Sell	2,039 -645	-24%	-$51.7K	0.01%	389
2015 Q4	$214K	Buy	2,684 +1,726	+180%	+$138K	0.01%	356
2015 Q3	$77K	Sell	958 -1,003	-51%	-$80.4K	﹤0.01%	524
2015 Q2	$158K	Hold	1,961	–	–	0.01%	461
2015 Q1	$158K	Buy	+1,961	New	+$157K	0.01%	459
2014 Q4	–	Sell	-5,461	Closed	-$437K	–	875
2014 Q3	$437K	Buy	5,461 +5,055	+1,245%	+$405K	0.02%	283
2014 Q2	$33K	Hold	406	–	–	﹤0.01%	664
2014 Q1	$33K	Hold	406	–	–	﹤0.01%	657
2013 Q4	$32K	Hold	406	–	–	﹤0.01%	617
2013 Q3	$33K	Hold	406	–	–	﹤0.01%	616
2013 Q2	$33K	Buy	+406	New	+$32.8K	﹤0.01%	611