Evercore Wealth Management’s Snowflake SNOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,326	Closed	-$297K	–	424
2025 Q2	$297K	Buy	+1,326	New	+$240K	﹤0.01%	339
2025 Q1	–	Sell	-1,326	Closed	-$205K	–	432
2024 Q4	$205K	Buy	+1,326	New	+$187K	﹤0.01%	397
2024 Q2	–	Sell	-1,326	Closed	-$214K	–	431
2024 Q1	$214K	Hold	1,326	–	–	﹤0.01%	396
2023 Q4	$264K	Hold	1,326	–	–	﹤0.01%	368
2023 Q3	$203K	Sell	1,326 -7	-0.5%	-$1.14K	﹤0.01%	385
2023 Q2	$235K	Sell	1,333 -138	-9%	-$22.4K	﹤0.01%	375
2023 Q1	$227K	Buy	+1,471	New	+$216K	﹤0.01%	368
2022 Q4	–	Sell	-1,337	Closed	-$227K	–	407
2022 Q3	$227K	Buy	+1,337	New	+$221K	0.01%	357
2022 Q2	–	Sell	-1,228	Closed	-$281K	–	427
2022 Q1	$281K	Sell	1,228 -2	-0.2%	-$517	0.01%	363
2021 Q4	$417K	Hold	1,230	–	–	0.01%	310
2021 Q3	$372K	Buy	+1,230	New	+$350K	0.01%	325