Vanguard Personalized Indexing Management’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.4M	Buy	21,270 +533	+3%	+$115K	0.04%	350
2025 Q4	$4.18M	Buy	20,737 +1,261	+6%	+$241K	0.04%	360
2025 Q3	$3.86M	Buy	19,476 +767	+4%	+$151K	0.04%	376
2025 Q2	$3.64M	Buy	18,709 +3,272	+21%	+$577K	0.04%	374
2025 Q1	$2.76M	Buy	15,437 +1,313	+9%	+$249K	0.04%	392
2024 Q4	$2.66M	Buy	14,124 +925	+7%	+$184K	0.04%	388
2024 Q3	$2.35M	Buy	13,199 +1,669	+14%	+$277K	0.04%	416
2024 Q2	$1.71M	Buy	11,530 +2,766	+32%	+$404K	0.03%	458
2024 Q1	$1.27M	Buy	8,764 +55	+0.6%	+$7.62K	0.03%	546
2023 Q4	$1.19M	Buy	8,709 +523	+6%	+$65.7K	0.03%	545
2023 Q3	$1.04M	Sell	8,186 -597	-7%	-$77.9K	0.03%	542
2023 Q2	$1.09M	Sell	8,783 -3,571	-29%	-$432K	0.03%	529
2023 Q1	$1.48M	Sell	12,354 -5,081	-29%	-$738K	0.05%	381
2022 Q4	$2.53M	Sell	17,435 -2,086	-11%	-$343K	0.1%	194
2022 Q3	$3.44M	Buy	19,521 +1,089	+6%	+$193K	0.16%	123
2022 Q2	$2.94M	Buy	18,432 +9,238	+100%	+$1.55M	0.14%	140
2022 Q1	$1.56M	Buy	9,194 +845	+10%	+$149K	0.08%	263
2021 Q4	$1.28M	Buy	8,349 +2,369	+40%	+$364K	0.08%	286
2021 Q3	$893K	Buy	5,980 +4,221	+240%	+$585K	0.08%	261
2021 Q2	$256K	Buy	1,759 +147	+9%	+$23K	0.03%	800
2021 Q1	$244K	Buy	+1,612	New	+$238K	0.04%	596