Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BLAIR WILLIAM & CO/IL 02-12-2024 12-31-2023 1785 29,346,833,609
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 51 $141,966,433 2,963,809 0.00 0.00 5,165 0.17 12-31-2023
SCHWAB CHARLES CORP COM 52 $136,150,649 1,978,934 0.00 0.00 643,109 48.14 12-31-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW 53 $135,703,436 380,484 0.00 0.00 24,857 6.99 12-31-2023
PROCTER AND GAMBLE CO COM 54 $134,560,219 918,249 0.00 0.00 -17,068 -1.82 12-31-2023
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