Vanguard Personalized Indexing Management’s Assurant AIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.33M	Buy	15,273 +48	+0.3%	+$10.9K	0.03%	436
2025 Q4	$3.67M	Buy	15,225 +2,816	+23%	+$629K	0.04%	397
2025 Q3	$2.69M	Buy	12,409 +168	+1%	+$34.1K	0.03%	485
2025 Q2	$2.42M	Buy	12,241 +496	+4%	+$97.5K	0.03%	499
2025 Q1	$2.46M	Sell	11,745 -1,375	-10%	-$287K	0.04%	421
2024 Q4	$2.8M	Buy	13,120 +162	+1%	+$33.7K	0.04%	367
2024 Q3	$2.58M	Buy	12,958 +2,259	+21%	+$412K	0.04%	386
2024 Q2	$1.78M	Buy	10,699 +314	+3%	+$54.5K	0.03%	441
2024 Q1	$1.95M	Sell	10,385 -59	-0.6%	-$10.3K	0.04%	396
2023 Q4	$1.76M	Buy	10,444 +359	+4%	+$57.1K	0.05%	385
2023 Q3	$1.45M	Buy	10,085 +348	+4%	+$47.7K	0.04%	406
2023 Q2	$1.22M	Buy	9,737 +385	+4%	+$47.9K	0.04%	477
2023 Q1	$1.12M	Buy	9,352 +759	+9%	+$95K	0.04%	472
2022 Q4	$1.07M	Buy	8,593 +265	+3%	+$35.3K	0.04%	479
2022 Q3	$1.21M	Sell	8,328 -2,356	-22%	-$385K	0.05%	399
2022 Q2	$1.85M	Buy	10,684 +428	+4%	+$77.5K	0.09%	229
2022 Q1	$1.86M	Buy	10,256 +3,915	+62%	+$641K	0.09%	209
2021 Q4	$988K	Buy	6,341 +2,002	+46%	+$318K	0.06%	397
2021 Q3	$684K	Buy	+4,339	New	+$700K	0.06%	363