Vanguard Personalized Indexing Management’s Fate Therapeutics FATE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$60K	Sell	50,024 -923	-2%	-$1.12K	﹤0.01%	2027
2025 Q4	$50.1K	Sell	50,947 -13,296	-21%	-$16K	﹤0.01%	1881
2025 Q3	$80.9K	Sell	64,243 -7,121	-10%	-$7.68K	﹤0.01%	1848
2025 Q2	$79.9K	Buy	71,364 +28,268	+66%	+$32.9K	﹤0.01%	1770
2025 Q1	$34K	Buy	43,096 +28,324	+192%	+$34.7K	﹤0.01%	1715
2024 Q4	$24.4K	Buy	14,772 +821	+6%	+$2.07K	﹤0.01%	1754
2024 Q3	$48.8K	Sell	13,951 -826	-6%	-$3.21K	﹤0.01%	1679
2024 Q2	$48.5K	Buy	14,777 +1,195	+9%	+$5.23K	﹤0.01%	1587
2024 Q1	$99.7K	Buy	13,582 +1,225	+10%	+$7.58K	﹤0.01%	1520
2023 Q4	$46.2K	Sell	12,357 -1,997	-14%	-$4.71K	﹤0.01%	1520
2023 Q3	$30.4K	Buy	+14,354	New	+$47.6K	﹤0.01%	1431
2022 Q3	–	Sell	-10,100	Closed	-$250K	–	1251
2022 Q2	$250K	Sell	10,100 -334	-3%	-$9.21K	0.01%	1042
2022 Q1	$405K	Buy	10,434 +6,402	+159%	+$248K	0.02%	908
2021 Q4	$236K	Buy	4,032 +225	+6%	+$12.8K	0.01%	943
2021 Q3	$226K	Buy	3,807 +1,326	+53%	+$104K	0.02%	886
2021 Q2	$215K	Buy	+2,481	New	+$200K	0.02%	869