Evercore Wealth Management’s Centerspace CSR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.82M	Hold	46,771	–	–	0.04%	133
2025 Q1	$3.03M	Hold	46,771	–	–	0.05%	130
2024 Q4	$3.09M	Hold	46,771	–	–	0.05%	129
2024 Q3	$3.3M	Sell	46,771 -665	-1%	-$46.9K	0.05%	125
2024 Q2	$3.21M	Sell	47,436 -405	-0.8%	-$27.4K	0.05%	124
2024 Q1	$2.73M	Hold	47,841	–	–	0.04%	141
2023 Q4	$2.78M	Hold	47,841	–	–	0.05%	137
2023 Q3	$2.88M	Hold	47,841	–	–	0.05%	125
2023 Q2	$2.94M	Hold	47,841	–	–	0.05%	128
2023 Q1	$2.61M	Hold	47,841	–	–	0.05%	132
2022 Q4	$2.81M	Hold	47,841	–	–	0.06%	124
2022 Q3	$3.22M	Hold	47,841	–	–	0.07%	108
2022 Q2	$3.9M	Hold	47,841	–	–	0.08%	103
2022 Q1	$4.69M	Hold	47,841	–	–	0.08%	103
2021 Q4	$5.31M	Sell	47,841 -128	-0.3%	-$14.2K	0.09%	104
2021 Q3	$4.53M	Sell	47,969 -1,242	-3%	-$117K	0.08%	110
2021 Q2	$3.88M	Sell	49,211 -200	-0.4%	-$15.8K	0.07%	120
2021 Q1	$3.36M	Hold	49,411	–	–	0.07%	127
2020 Q4	$3.49M	Sell	49,411 -1,851	-4%	-$131K	0.08%	119
2020 Q3	$3.34M	Sell	51,262 -388	-0.8%	-$25.3K	0.08%	108
2020 Q2	$3.64M	Hold	51,650	–	–	0.1%	96
2020 Q1	$2.84M	Hold	51,650	–	–	0.09%	105
2019 Q4	$3.75M	Sell	51,650 -500	-1%	-$36.3K	0.1%	111
2019 Q3	$3.89M	Sell	52,150 -500	-0.9%	-$37.3K	0.11%	106
2019 Q2	$3.09M	Sell	52,650 -442	-0.8%	-$25.9K	0.09%	120
2019 Q1	$3.18M	Sell	53,092 -1	-0%	-$60	0.1%	108
2018 Q4	$2.61M	Sell	53,093 -477,836	-90%	-$23.4M	0.1%	112
2018 Q3	$3.18M	Buy	530,929 +52,844	+11%	+$316K	0.1%	112
2018 Q2	$2.64M	Sell	478,085 -52,844	-10%	-$292K	0.09%	117
2018 Q1	$2.76M	Hold	530,929	–	–	0.11%	108
2017 Q4	$3.02M	Hold	530,929	–	–	0.11%	104
2017 Q3	$3.24M	Hold	530,929	–	–	0.13%	103
2017 Q2	$3.3M	Buy	+530,929	New	+$3.3M	0.13%	100