Vanguard Personalized Indexing Management’s Artisan Partners APAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25M	Buy	34,350 +2,641	+8%	+$108K	0.01%	822
2025 Q4	$1.29M	Buy	31,709 +2,724	+9%	+$116K	0.01%	796
2025 Q3	$1.26M	Buy	28,985 +1,590	+6%	+$73.3K	0.01%	791
2025 Q2	$1.21M	Buy	27,395 +1,450	+6%	+$57.9K	0.01%	778
2025 Q1	$1.01M	Buy	25,945 +3,359	+15%	+$142K	0.02%	774
2024 Q4	$972K	Buy	22,586 +1,802	+9%	+$82.3K	0.01%	779
2024 Q3	$900K	Buy	20,784 +2,145	+12%	+$88.5K	0.01%	815
2024 Q2	$760K	Buy	18,639 +2,170	+13%	+$93.6K	0.01%	809
2024 Q1	$754K	Buy	16,469 +2,320	+16%	+$99.6K	0.02%	814
2023 Q4	$625K	Buy	14,149 +983	+7%	+$37.1K	0.02%	882
2023 Q3	$493K	Buy	13,166 +2,785	+27%	+$108K	0.01%	884
2023 Q2	$408K	Buy	10,381 +268	+3%	+$9.25K	0.01%	983
2023 Q1	$323K	Buy	+10,113	New	+$339K	0.01%	1088