EVERGREEN CAPITAL MANAGEMENT LLC Information

10500 NE 8TH STREET, SUITE 950, BELLEVUE, Washington, 98004, (425) 467-4600

Report Date: 03/31/2015

Position Statistics

Total Positions 115
New Positions 16
Increased Positions 49
Decreased Positions 60
Positions with Activity 109
Sold Out Positions 9
Total Mkt Value (in $ millions) 437

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.69%
Capital Goods 0.8%
Conglomerates
Consumer Cyclical 1.64%
Consumer/Non-Cyclical 1.43%
Energy 7.42%
Financial 49.45%
Healthcare 6.11%
Services 7.83%
Technology 10.83%
Transportation 4.7%
Utilities 3.96%

115 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD SCOTTSDALE FDS SHTRM GVT BD ETF 6,595 -211 (3.09) 108,050
PROSHARES TR SHRT SMALLCAP60 6,407 6,407 New 128,379
QUALCOMM INC COM 6,375 27 .42 101,349
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN 6,053 4,055 202.97 303,277
OMNICARE INC COM 5,635 -382 (6.36) 59,815
DISNEY WALT CO COM DISNEY 5,581 -1,036 (15.66) 48,474
PROSHARES TR PSHS SH MDCAP400 5,545 3,208 137.31 357,510
MEDTRONIC PLC SHS 5,363 -394 (6.84) 72,397
JPMORGAN CHASE & CO ALERIAN ML ETN 5,276 5,041 2,152.04 135,235
MORGAN STANLEY SHRT EUR ETN20 5,208 -2,648 (33.71) 88,515
BERKSHIRE HATHAWAY INC DEL CL B NEW 5,204 -83 (1.56) 37,840
JOHNSON & JOHNSON COM 5,008 53 1.07 50,862
CHEVRON CORP NEW COM 5,003 84 1.71 52,063
JPMORGAN CHASE & CO COM 4,274 2 .04 62,791
VERIZON COMMUNICATIONS INC COM 4,059 71 1.78 86,364
AMERICAN INTL GROUP INC COM NEW 3,941 -59 (1.47) 63,208
EXXON MOBIL CORP COM 3,932 158 4.19 47,734
TC PIPELINES LP UT COM LTD PRT 3,750 -4,443 (54.23) 65,950
WELLS FARGO & CO NEW COM 3,709 -52 (1.39) 65,180
PROSHARES TR II ULTRASHORT YEN N 3,686 -35 (0.94) 39,498