Evergreen Capital Management’s ORIX IX Stock Holding History

Evergreen Capital Management’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$393K	Buy
2025 Q2	$246K	Buy
2019 Q4	–	Sell
2019 Q3	$200K	Buy