Wealthstream Advisors’s Evercore EVR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Buy	+796	New	+$215K	0.04%	159
2025 Q1	–	Sell	-945	Closed	-$262K	–	172
2024 Q4	$262K	Buy	945 +1	+0.1%	+$277	0.05%	124
2024 Q3	$239K	Buy	+944	New	+$239K	0.04%	132