Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERGREEN CAPITAL MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 1270 | 2,447,379,541 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 501 | $524,094 | 3,614 | 0.00 | 0.00 | -19 | -0.52 | 12-31-2023 |
| ELEVANCE HEALTH INC | COM | 502 | $523,433 | 1,110 | 0.00 | 0.00 | 100 | 9.90 | 12-31-2023 |
| KIMBERLY-CLARK CORP | COM | 503 | $520,671 | 4,239 | 0.00 | 0.00 | 1,196 | 39.30 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 504 | $517,905 | 15,228 | 0.00 | 0.00 | 2,859 | 23.11 | 12-31-2023 |
