Evergreen Capital Management’s ORIX IX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$246K	Buy	+10,933	New	+$246K	0.01%	901
2019 Q4	–	Sell	-13,280	Closed	-$200K	–	476
2019 Q3	$200K	Buy	+13,280	New	+$200K	0.02%	394