Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - FIXED INCOME | 05-06-2024 | 03-31-2024 | 13 | 75,578,508 |
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 | $8,029,006 | 160,036 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 52 | $7,646,482 | 97,234 | 0.01 | 0.01 | -2,615 | -2.62 | 03-31-2024 |
