Evercore Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,854	Closed	-$302K	–	427
2025 Q3	$302K	Hold	4,854	–	–	﹤0.01%	348
2025 Q2	$290K	Sell	4,854 -376	-7%	-$21.5K	﹤0.01%	341
2025 Q1	$285K	Hold	5,230	–	–	﹤0.01%	346
2024 Q4	$252K	Hold	5,230	–	–	﹤0.01%	365
2024 Q3	$278K	Hold	5,230	–	–	﹤0.01%	354
2024 Q2	$262K	Hold	5,230	–	–	﹤0.01%	355
2024 Q1	$275K	Hold	5,230	–	–	﹤0.01%	359
2023 Q4	$250K	Hold	5,230	–	–	﹤0.01%	378
2023 Q3	$220K	Hold	5,230	–	–	﹤0.01%	370
2023 Q2	$240K	Hold	5,230	–	–	﹤0.01%	371
2023 Q1	$235K	Buy	+5,230	New	+$225K	﹤0.01%	359
2022 Q3	–	Sell	-6,213	Closed	-$216K	–	383
2022 Q2	$216K	Hold	6,213	–	–	﹤0.01%	368
2022 Q1	$256K	Sell	6,213 -1,898	-23%	-$82.4K	﹤0.01%	380
2021 Q4	$378K	Hold	8,111	–	–	0.01%	320
2021 Q3	$367K	Hold	8,111	–	–	0.01%	327
2021 Q2	$380K	Hold	8,111	–	–	0.01%	328
2021 Q1	$361K	Hold	8,111	–	–	0.01%	339
2020 Q4	$338K	Buy	8,111 +257	+3%	+$10K	0.01%	342
2020 Q3	$285K	Buy	7,854 +700	+10%	+$26.3K	0.01%	321
2020 Q2	$254K	Sell	7,154 -1,000	-12%	-$32.3K	0.01%	324
2020 Q1	$241K	Buy	+8,154	New	+$298K	0.01%	319
2016 Q3	–	Sell	-686	Closed	-$21K	–	1033
2016 Q2	$21K	Hold	686	–	–	﹤0.01%	744
2016 Q1	$23K	Sell	686 -500	-42%	-$16K	﹤0.01%	697
2015 Q4	$41K	Hold	1,186	–	–	﹤0.01%	626
2015 Q3	$40K	Hold	1,186	–	–	﹤0.01%	622
2015 Q2	$45K	Hold	1,186	–	–	﹤0.01%	657
2015 Q1	$46K	Buy	+1,186	New	+$44.8K	﹤0.01%	640
2014 Q4	–	Sell	-1,186	Closed	-$47K	–	902
2014 Q3	$47K	Hold	1,186	–	–	﹤0.01%	619
2014 Q2	$52K	Hold	1,186	–	–	﹤0.01%	608
2014 Q1	$50K	Buy	1,186 +500	+73%	+$20.7K	﹤0.01%	596
2013 Q4	$29K	Buy	+686	New	+$27.7K	﹤0.01%	630