Whittier Trust’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Hold	797	–	–	﹤0.01%	645
2025 Q1	$159K	Hold	797	–	–	﹤0.01%	694
2024 Q4	$221K	Buy	+797	New	+$221K	﹤0.01%	644
2023 Q4	–	Sell	-7	Closed	-$965	–	1555
2023 Q3	$965	Buy	+7	New	+$965	﹤0.01%	1521