Evergreen Capital Management’s Assured Guaranty AGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$797K	Buy	9,781 +3,398	+53%	+$290K	0.02%	567
2025 Q4	$574K	Sell	6,383 -567	-8%	-$48.9K	0.01%	667
2025 Q3	$588K	Buy	6,950 +1,722	+33%	+$143K	0.01%	584
2025 Q2	$455K	Sell	5,228 -987	-16%	-$84.1K	0.01%	595
2025 Q1	$548K	Buy	6,215 +1,010	+19%	+$90.6K	0.02%	470
2024 Q4	$469K	Buy	5,205 +121	+2%	+$10.6K	0.02%	537
2024 Q3	$404K	Sell	5,084 -66	-1%	-$5.2K	0.01%	586
2024 Q2	$397K	Buy	5,150 +668	+15%	+$52.2K	0.01%	542
2024 Q1	$391K	Buy	4,482 +189	+4%	+$15.9K	0.01%	524
2023 Q4	$321K	Buy	4,293 +329	+8%	+$21.7K	0.01%	566
2023 Q3	$240K	Buy	3,964 +198	+5%	+$11.8K	0.01%	641
2023 Q2	$210K	Buy	+3,766	New	+$200K	0.01%	708
2022 Q2	–	Sell	-3,651	Closed	-$232K	–	569
2022 Q1	$232K	Buy	+3,651	New	+$209K	0.01%	564
2020 Q1	–	Sell	-9,566	Closed	-$469K	–	381
2019 Q4	$469K	Buy	9,566 +293	+3%	+$14K	0.04%	259
2019 Q3	$412K	Buy	9,273 +89	+1%	+$3.92K	0.04%	253
2019 Q2	$386K	Hold	9,184	–	–	0.04%	259
2019 Q1	$408K	Sell	9,184 -4,075	-31%	-$170K	0.04%	232
2018 Q4	$508K	Hold	13,259	–	–	0.05%	205
2018 Q3	$560K	Hold	13,259	–	–	0.05%	211
2018 Q2	$474K	Hold	13,259	–	–	0.04%	222
2018 Q1	$480K	Buy	+13,259	New	+$467K	0.05%	205
2017 Q4	–	Sell	-13,259	Closed	-$501K	–	235
2017 Q3	$501K	Buy	+13,259	New	+$568K	0.06%	152