Evermay Wealth Management’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21K	Sell	421 -165	-28%	-$8.58K	﹤0.01%	390
2025 Q4	$29.6K	Hold	586	–	–	﹤0.01%	356
2025 Q3	$28.9K	Hold	586	–	–	﹤0.01%	362
2025 Q2	$27.8K	Hold	586	–	–	﹤0.01%	364
2025 Q1	$25.2K	Hold	586	–	–	﹤0.01%	369
2024 Q4	$23.3K	Buy	586 +446	+319%	+$18.5K	﹤0.01%	373
2024 Q3	$6.12K	Hold	140	–	–	﹤0.01%	493
2024 Q2	$5.71K	Hold	140	–	–	﹤0.01%	492
2024 Q1	$5.82K	Hold	140	–	–	﹤0.01%	495
2023 Q4	$5.46K	Hold	140	–	–	﹤0.01%	482
2023 Q3	$4.97K	Hold	140	–	–	﹤0.01%	467
2023 Q2	$5.27K	Buy	140 +20	+17%	+$751	﹤0.01%	460
2023 Q1	$4.45K	Hold	120	–	–	﹤0.01%	459
2022 Q4	$4.08K	Hold	120	–	–	﹤0.01%	470
2022 Q3	$4K	Hold	120	–	–	﹤0.01%	452
2022 Q2	$4K	Hold	120	–	–	﹤0.01%	443
2022 Q1	$5K	Hold	120	–	–	﹤0.01%	453
2021 Q4	$5K	Hold	120	–	–	﹤0.01%	446
2021 Q3	$5K	Hold	120	–	–	﹤0.01%	414
2021 Q2	$5K	Buy	+120	New	+$5.04K	﹤0.01%	444