Evercore Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$895K	Hold	45,438	–	–	0.01%	228
2025 Q4	$842K	Hold	45,438	–	–	0.01%	231
2025 Q3	$847K	Hold	45,438	–	–	0.01%	232
2025 Q2	$842K	Hold	45,438	–	–	0.01%	225
2025 Q1	$955K	Hold	45,438	–	–	0.02%	222
2024 Q4	$782K	Hold	45,438	–	–	0.01%	231
2024 Q3	$815K	Hold	45,438	–	–	0.01%	233
2024 Q2	$863K	Hold	45,438	–	–	0.01%	226
2024 Q1	$928K	Hold	45,438	–	–	0.01%	221
2023 Q4	$807K	Hold	45,438	–	–	0.01%	234
2023 Q3	$729K	Hold	45,438	–	–	0.01%	234
2023 Q2	$672K	Hold	45,438	–	–	0.01%	245
2023 Q1	$696K	Buy	+45,438	New	+$703K	0.01%	239
2018 Q1	–	Sell	-7,200	Closed	-$174K	–	727
2017 Q4	$174K	Hold	7,200	–	–	0.01%	383
2017 Q3	$188K	Hold	7,200	–	–	0.01%	371
2017 Q2	$171K	Hold	7,200	–	–	0.01%	383
2017 Q1	$194K	Hold	7,200	–	–	0.01%	367
2016 Q4	$216K	Hold	7,200	–	–	0.01%	352
2016 Q3	$240K	Hold	7,200	–	–	0.01%	340
2016 Q2	$240K	Hold	7,200	–	–	0.01%	329
2016 Q1	$215K	Hold	7,200	–	–	0.01%	344
2015 Q4	$175K	Hold	7,200	–	–	0.01%	391
2015 Q3	$236K	Sell	7,200 -165	-2%	-$6.08K	0.01%	360
2015 Q2	$294K	Hold	7,365	–	–	0.01%	359
2015 Q1	$317K	Buy	7,365 +165	+2%	+$7.3K	0.01%	340
2014 Q4	$311K	Hold	7,200	–	–	0.02%	307
2014 Q3	$320K	Sell	7,200 -10,000	-58%	-$446K	0.02%	329
2014 Q2	$791K	Buy	17,200 +16,000	+1,333%	+$719K	0.04%	213
2014 Q1	$50K	Hold	1,200	–	–	﹤0.01%	598
2013 Q4	$56K	Hold	1,200	–	–	﹤0.01%	548
2013 Q3	$56K	Hold	1,200	–	–	﹤0.01%	561
2013 Q2	$56K	Buy	+1,200	New	+$56.7K	﹤0.01%	550