EVERGREEN CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 102
New Positions 0
Increased Positions 0
Decreased Positions 70
Positions with Activity 70
Sold Out Positions 3
Total Mkt Value (in $ millions) 511

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

Sector Weighting

Basic Materials 1.24%
Capital Goods 0.86%
Conglomerates
Consumer Cyclical 1.1%
Consumer/Non-Cyclical 2.21%
Energy 4.25%
Financial 53.03%
Healthcare 6.78%
Services 10.82%
Technology 10.98%
Transportation 3.09%
Utilities 3.87%

102 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
COSTCO WHSL CORP NEW COM -254 Sold Out 0
KINDER MORGAN INC DEL COM -3,828 Sold Out 0
MARKET VECTORS ETF TR GOLD MINER ETF -191 Sold Out 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 199 -151 (43.19) 2,631
AT&T INC COM 227 -37 (14.06) 6,906
ABBVIE INC COM 279 -23 (7.6) 4,865
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 218 -8 (3.7) 3,900
ISHARES TR S&P 100 ETF 2,269 -82 (3.49) 25,221
INTEL CORP COM 2,894 -104 (3.48) 96,211
EXXON MOBIL CORP COM 3,863 -102 (2.57) 45,816
SCHLUMBERGER LTD COM 2,676 -69 (2.51) 32,182
PEPSICO INC COM 4,622 -103 (2.19) 48,327
JOHNSON & JOHNSON COM 5,039 -100 (1.95) 50,322
VERIZON COMMUNICATIONS INC COM 4,108 -75 (1.79) 84,851
BRISTOL MYERS SQUIBB CO COM 373 -7 (1.71) 5,733
UNITED PARCEL SERVICE INC CL B 3,207 -54 (1.66) 33,181
DISNEY WALT CO COM DISNEY 6,049 -82 (1.34) 57,475
MEDTRONIC PLC SHS 5,954 -80 (1.33) 77,715
ROYAL DUTCH SHELL PLC SPON ADR B 2,477 -33 (1.33) 38,268
CHEVRON CORP NEW COM 5,388 -61 (1.11) 51,188