Vanguard Personalized Indexing Management’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4M	Sell	43,469 -5,039	-10%	-$1.27M	0.1%	166
2025 Q4	$14.4M	Buy	48,508 +954	+2%	+$289K	0.14%	109
2025 Q3	$15.1M	Sell	47,554 -200	-0.4%	-$60.9K	0.15%	104
2025 Q2	$14.8M	Buy	47,754 +11,611	+32%	+$3.29M	0.17%	104
2025 Q1	$9.46M	Buy	36,143 +4,279	+13%	+$1.22M	0.14%	121
2024 Q4	$9.42M	Buy	31,864 +2,793	+10%	+$825K	0.14%	107
2024 Q3	$8.01M	Buy	29,071 +5,954	+26%	+$1.5M	0.13%	131
2024 Q2	$5.67M	Buy	23,117 +3,567	+18%	+$801K	0.11%	148
2024 Q1	$5.09M	Buy	19,550 +3,130	+19%	+$792K	0.11%	166
2023 Q4	$4M	Buy	16,420 +2,421	+17%	+$523K	0.1%	179
2023 Q3	$2.9M	Buy	13,999 +743	+6%	+$156K	0.09%	226
2023 Q2	$2.71M	Buy	13,256 +1,840	+16%	+$368K	0.08%	233
2023 Q1	$2.38M	Sell	11,416 -1,042	-8%	-$215K	0.08%	239
2022 Q4	$2.33M	Sell	12,458 -1,543	-11%	-$310K	0.1%	225
2022 Q3	$2.62M	Buy	14,001 +2,199	+19%	+$444K	0.12%	166
2022 Q2	$2.03M	Buy	11,802 +1,352	+13%	+$260K	0.09%	207
2022 Q1	$2.24M	Buy	10,450 +3,594	+52%	+$828K	0.11%	171
2021 Q4	$1.93M	Buy	6,856 +856	+14%	+$250K	0.11%	179
2021 Q3	$1.71M	Buy	6,000 +645	+12%	+$197K	0.15%	127
2021 Q2	$1.56M	Buy	5,355 +1,655	+45%	+$472K	0.16%	124
2021 Q1	$1.02M	Buy	3,700 +480	+15%	+$138K	0.16%	141
2020 Q4	$983K	Buy	3,220 +783	+32%	+$206K	0.21%	101
2020 Q3	$563K	Buy	2,437 +948	+64%	+$225K	0.16%	158
2020 Q2	$356K	Buy	+1,489	New	+$293K	0.16%	156