Rothschild Investment LLC’s EverCommerce EVCM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$420	Sell	40 -15	-27%	-$158	﹤0.01%	2797
2025 Q1	$554	Sell	55 -35	-39%	-$353	﹤0.01%	2589
2024 Q4	$991	Buy	90 +65	+260%	+$716	﹤0.01%	2224
2024 Q3	$259	Hold	25	–	–	﹤0.01%	2652
2024 Q2	$275	Buy	+25	New	+$275	﹤0.01%	2340