Evercore Wealth Management’s NexPoint Residential Trust NXRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,000	Closed	-$227K	–	424
2023 Q2	$227K	Hold	5,000	–	–	﹤0.01%	380
2023 Q1	$218K	Hold	5,000	–	–	﹤0.01%	374
2022 Q4	$218K	Hold	5,000	–	–	﹤0.01%	378
2022 Q3	$231K	Hold	5,000	–	–	0.01%	351
2022 Q2	$313K	Hold	5,000	–	–	0.01%	314
2022 Q1	$452K	Hold	5,000	–	–	0.01%	296
2021 Q4	$419K	Hold	5,000	–	–	0.01%	309
2021 Q3	$309K	Hold	5,000	–	–	0.01%	359
2021 Q2	$275K	Hold	5,000	–	–	0.01%	379
2021 Q1	$230K	Hold	5,000	–	–	﹤0.01%	407
2020 Q4	$212K	Hold	5,000	–	–	﹤0.01%	405
2020 Q3	$222K	Buy	+5,000	New	+$198K	0.01%	351
2020 Q1	–	Sell	-5,000	Closed	-$225K	–	396
2019 Q4	$225K	Hold	5,000	–	–	0.01%	371
2019 Q3	$234K	Hold	5,000	–	–	0.01%	366
2019 Q2	$207K	Buy	+5,000	New	+$195K	0.01%	397
2018 Q1	–	Sell	-5,000	Closed	-$140K	–	660
2017 Q4	$140K	Hold	5,000	–	–	0.01%	411
2017 Q3	$119K	Hold	5,000	–	–	﹤0.01%	429
2017 Q2	$124K	Hold	5,000	–	–	﹤0.01%	430
2017 Q1	$121K	Hold	5,000	–	–	﹤0.01%	445
2016 Q4	$112K	Sell	5,000 -8,333	-62%	-$164K	﹤0.01%	470
2016 Q3	$262K	Buy	+13,333	New	+$266K	0.01%	327