Evercore Wealth Management’s Plantronics, Inc. POLY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,475	Closed	-$217K	–	400
2022 Q2	$217K	Hold	5,475	–	–	﹤0.01%	367
2022 Q1	$216K	Sell	5,475 -10,700	-66%	-$422K	﹤0.01%	408
2021 Q4	$475K	Hold	16,175	–	–	0.01%	291
2021 Q3	$416K	Hold	16,175	–	–	0.01%	312
2021 Q2	$675K	Hold	16,175	–	–	0.01%	263
2021 Q1	$629K	Sell	16,175 -1,500	-8%	-$58.3K	0.01%	268
2020 Q4	$478K	Hold	17,675	–	–	0.01%	294
2020 Q3	$209K	Sell	17,675 -1,000	-5%	-$11.8K	0.01%	361
2020 Q2	$274K	Hold	18,675	–	–	0.01%	318
2020 Q1	$188K	Hold	18,675	–	–	0.01%	344
2019 Q4	$511K	Buy	18,675 +2,950	+19%	+$80.7K	0.01%	275
2019 Q3	$587K	Sell	15,725 -500	-3%	-$18.7K	0.02%	260
2019 Q2	$601K	Buy	16,225 +5,475	+51%	+$203K	0.02%	259
2019 Q1	$496K	Sell	10,750 -16,500	-61%	-$761K	0.02%	270
2018 Q4	$902K	Hold	27,250	–	–	0.03%	186
2018 Q3	$1.64M	Hold	27,250	–	–	0.05%	165
2018 Q2	$2.08M	Buy	27,250 +22,950	+534%	+$1.75M	0.07%	138
2018 Q1	$260K	Hold	4,300	–	–	0.01%	312
2017 Q4	$217K	Hold	4,300	–	–	0.01%	352
2017 Q3	$190K	Hold	4,300	–	–	0.01%	370
2017 Q2	$225K	Hold	4,300	–	–	0.01%	343
2017 Q1	$233K	Hold	4,300	–	–	0.01%	341
2016 Q4	$235K	Hold	4,300	–	–	0.01%	337
2016 Q3	$223K	Hold	4,300	–	–	0.01%	354
2016 Q2	$189K	Buy	4,300 +300	+8%	+$13.2K	0.01%	374
2016 Q1	$157K	Hold	4,000	–	–	0.01%	397
2015 Q4	$190K	Hold	4,000	–	–	0.01%	375
2015 Q3	$204K	Sell	4,000 -100	-2%	-$5.1K	0.01%	376
2015 Q2	$232K	Buy	4,100 +100	+3%	+$5.66K	0.01%	395
2015 Q1	$212K	Hold	4,000	–	–	0.01%	407
2014 Q4	$212K	Hold	4,000	–	–	0.01%	353
2014 Q3	$192K	Hold	4,000	–	–	0.01%	402
2014 Q2	$192K	Sell	4,000 -1,000	-20%	-$48K	0.01%	395
2014 Q1	$222K	Buy	+5,000	New	+$222K	0.01%	361