Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - FIXED INCOME | 02-07-2024 | 12-31-2023 | 12 | 66,898,790 |
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 | $7,665,724 | 160,036 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 52 | $7,243,046 | 99,849 | 0.01 | 0.01 | -3,115 | -3.03 | 12-31-2023 |
