EVERGREEN CAPITAL MANAGEMENT LLC

Position in HRB — H&R Block Inc

CIK 1260824 Bellevue, WA

Position in HRB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$341,196

+$137,394 QoQ

Shares Held

8,960

+39.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#317

of 536 holders

Holding Since

Sep 2024

3 quarters on record

Voting authority Sole 3% Shared 97% None 0%

Consumer Cyclical · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $1,000,464 across 3 Personal Services names. HRB ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTDR	Frontdoor, Inc.	5,367	$416,425
2	HRB	H&R Block Inc This page	8,960	$341,196
3	SCI	Service Corp International	3,197	$242,843

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,196	8,960	+39.5%	Shares	Other	2026-07-23
2026-03-31	$203,802	6,421	+102.2%	Shares	Sole	2026-05-14
2024-09-30	$201,771	3,175	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.