Evercore Wealth Management’s SPS Commerce SPSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,154	Closed	-$52K	–	729
2017 Q4	$52K	Hold	2,154	–	–	﹤0.01%	576
2017 Q3	$61K	Sell	2,154 -118	-5%	-$3.48K	﹤0.01%	548
2017 Q2	$72K	Buy	2,272 +376	+20%	+$11.2K	﹤0.01%	529
2017 Q1	$55K	Hold	1,896	–	–	﹤0.01%	585
2016 Q4	$66K	Hold	1,896	–	–	﹤0.01%	557
2016 Q3	$70K	Hold	1,896	–	–	﹤0.01%	540
2016 Q2	$57K	Hold	1,896	–	–	﹤0.01%	555
2016 Q1	$41K	Buy	1,896 +1,346	+245%	+$33.8K	﹤0.01%	606
2015 Q4	$19K	Hold	550	–	–	﹤0.01%	778
2015 Q3	$19K	Hold	550	–	–	﹤0.01%	754
2015 Q2	$18K	Hold	550	–	–	﹤0.01%	814
2015 Q1	$18K	Hold	550	–	–	﹤0.01%	801
2014 Q4	$16K	Hold	550	–	–	﹤0.01%	697
2014 Q3	$15K	Hold	550	–	–	﹤0.01%	776
2014 Q2	$17K	Hold	550	–	–	﹤0.01%	764
2014 Q1	$17K	Hold	550	–	–	﹤0.01%	765
2013 Q4	$18K	Hold	550	–	–	﹤0.01%	697
2013 Q3	$18K	Hold	550	–	–	﹤0.01%	701
2013 Q2	$15K	Buy	+550	New	+$13.3K	﹤0.01%	687