Vanguard Personalized Indexing Management’s Avista AVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$798K	Buy	19,881 +2,091	+12%	+$84.4K	0.01%	1041
2025 Q4	$686K	Buy	17,790 +3,205	+22%	+$125K	0.01%	1086
2025 Q3	$551K	Buy	14,585 +757	+5%	+$28.1K	0.01%	1203
2025 Q2	$525K	Buy	13,828 +982	+8%	+$38.7K	0.01%	1177
2025 Q1	$538K	Sell	12,846 -817	-6%	-$31K	0.01%	1081
2024 Q4	$500K	Buy	13,663 +2,542	+23%	+$95.5K	0.01%	1117
2024 Q3	$431K	Buy	11,121 +887	+9%	+$33.5K	0.01%	1171
2024 Q2	$354K	Sell	10,234 -611	-6%	-$21.8K	0.01%	1198
2024 Q1	$380K	Buy	10,845 +1,531	+16%	+$52.2K	0.01%	1152
2023 Q4	$333K	Buy	+9,314	New	+$316K	0.01%	1181
2023 Q3	–	Sell	-5,359	Closed	-$210K	–	1490
2023 Q2	$210K	Sell	5,359 -685	-11%	-$29.1K	0.01%	1313
2023 Q1	$257K	Buy	+6,044	New	+$250K	0.01%	1197
2020 Q2	–	Sell	-8,220	Closed	-$349K	–	354
2020 Q1	$349K	Buy	+8,220	New	+$396K	0.2%	137