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JAMES INVESTMENT RESEARCH INC
> EVR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Evercore Inc. | EVR | 6,774 | -820 | 837,199,000 | 836,371,000 | $123,590.05 |
| 12/31/2022 | Evercore Inc. | EVR | 7,594 | 0 | 828,000 | 203,000 | $109.03 |
| 09/30/2022 | Evercore Inc. | EVR | 7,594 | 0 | 625,000 | -86,000 | $82.30 |
| 06/30/2022 | Evercore Inc. | EVR | 7,594 | 25 | 711,000 | -132,000 | $93.63 |
| 03/31/2022 | Evercore Inc. | EVR | 7,569 | -1,281 | 843,000 | -359,000 | $111.38 |
| 12/31/2021 | Evercore Inc. | EVR | 8,850 | -1,500 | 1,202,000 | -181,000 | $135.82 |
| 09/30/2021 | Evercore Inc. | EVR | 10,350 | 0 | 1,383,000 | -74,000 | $133.62 |
| 06/30/2021 | Evercore Inc. | EVR | 10,350 | -3,170 | 1,457,000 | 1,455,219 | $140.77 |
| 03/31/2021 | Evercore Inc. | EVR | 13,520 | 0 | 1,781 | -1,480,219 | $0.13 |
| 12/31/2020 | Evercore Inc. | EVR | 13,520 | 0 | 1,482,000 | 597,000 | $109.62 |
| 09/30/2020 | Evercore Inc. | EVR | 13,520 | 7,960 | 885,000 | 884,672 | $65.46 |
| 06/30/2020 | Evercore Inc. | EVR | 5,560 | 3,510 | 328 | 234 | $0.06 |
| 03/31/2020 | Evercore Inc. | EVR | 2,050 | -1,320 | 94 | -251,906 | $0.05 |
| 12/31/2019 | Evercore Inc. | EVR | 3,370 | -1,100 | 252,000 | 251,642 | $74.78 |
| 09/30/2019 | Evercore Inc. | EVR | 4,470 | -2,455 | 358 | -612,642 | $0.08 |
| 06/30/2019 | Evercore Inc. | EVR | 6,925 | -6,252 | 613,000 | -586,000 | $88.52 |
| 03/31/2019 | Evercore Inc. | EVR | 13,177 | 5,355 | 1,199,000 | 639,000 | $90.99 |
| 12/31/2018 | Evercore Inc. | EVR | 7,822 | -23,025 | 560,000 | -2,542,000 | $71.59 |
| 09/30/2018 | Evercore Inc. | EVR | 30,847 | 3,892 | 3,102,000 | 260,000 | $100.56 |
| 06/30/2018 | Evercore Inc. | EVR | 26,955 | -965 | 2,842,000 | 407,000 | $105.43 |
| 03/31/2018 | Evercore Inc. | EVR | 27,920 | 3,285 | 2,435,000 | 218,000 | $87.21 |
| 12/31/2017 | Evercore Inc. | EVR | 24,635 | 1,100 | 2,217,000 | 328,000 | $89.99 |
| 09/30/2017 | Evercore Inc. | EVR | 23,535 | 5,500 | 1,889,000 | 618,000 | $80.26 |
| 06/30/2017 | Evercore Inc. | EVR | 18,035 | 16,285 | 1,271,000 | 1,135,000 | $70.47 |
| 03/31/2017 | Evercore Inc. | EVR | 1,750 | 1,750 | 136,000 | 136,000 | $77.71 |
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