Vanguard Personalized Indexing Management’s ATI ATI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.4M	Buy	16,515 +349	+2%	+$48.6K	0.02%	543
2025 Q4	$1.86M	Buy	16,166 +2,700	+20%	+$263K	0.02%	637
2025 Q3	$1.1M	Buy	13,466 +1,688	+14%	+$137K	0.01%	851
2025 Q2	$1.02M	Buy	11,778 +6,581	+127%	+$450K	0.01%	866
2025 Q1	$270K	Buy	5,197 +30	+0.6%	+$1.7K	﹤0.01%	1387
2024 Q4	$284K	Sell	5,167 -644	-11%	-$38K	﹤0.01%	1357
2024 Q3	$389K	Buy	5,811 +974	+20%	+$60.5K	0.01%	1229
2024 Q2	$268K	Sell	4,837 -1,531	-24%	-$85.8K	0.01%	1321
2024 Q1	$326K	Buy	6,368 +467	+8%	+$21.1K	0.01%	1235
2023 Q4	$268K	Buy	5,901 +634	+12%	+$26.3K	0.01%	1282
2023 Q3	$217K	Buy	5,267 +9	+0.2%	+$400	0.01%	1271
2023 Q2	$233K	Sell	5,258 -132	-2%	-$5.05K	0.01%	1262
2023 Q1	$213K	Buy	+5,390	New	+$204K	0.01%	1298