Vanguard Personalized Indexing Management’s Affirm AFRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61M	Sell	35,223 -664	-2%	-$38.4K	0.02%	696
2025 Q4	$2.67M	Buy	35,887 +687	+2%	+$49.4K	0.03%	501
2025 Q3	$2.57M	Buy	35,200 +4,098	+13%	+$312K	0.03%	501
2025 Q2	$2.15M	Buy	31,102 +1,133	+4%	+$58.7K	0.02%	546
2025 Q1	$1.35M	Buy	29,969 +2,308	+8%	+$137K	0.02%	642
2024 Q4	$1.68M	Buy	27,661 +1,244	+5%	+$69.1K	0.03%	538
2024 Q3	$1.08M	Buy	26,417 +2,262	+9%	+$75.1K	0.02%	731
2024 Q2	$730K	Sell	24,155 -3,115	-11%	-$99.9K	0.01%	833
2024 Q1	$1.02M	Buy	27,270 +1,652	+6%	+$65.9K	0.02%	649
2023 Q4	$1.26M	Sell	25,618 -1,037	-4%	-$30K	0.03%	520
2023 Q3	$567K	Buy	26,655 +829	+3%	+$15.2K	0.02%	829
2023 Q2	$396K	Buy	25,826 +5,167	+25%	+$68.5K	0.01%	1001
2023 Q1	$233K	Buy	20,659 +7,381	+56%	+$93K	0.01%	1249
2022 Q4	$128K	Sell	13,278 -26,675	-67%	-$402K	0.01%	1205
2022 Q3	$750K	Buy	39,953 +2,165	+6%	+$56.6K	0.03%	607
2022 Q2	$682K	Buy	37,788 +25,901	+218%	+$705K	0.03%	658
2022 Q1	$550K	Buy	11,887 +1,947	+20%	+$102K	0.03%	791
2021 Q4	$1M	Buy	9,940 +7,859	+378%	+$1.04M	0.06%	391
2021 Q3	$248K	Buy	+2,081	New	+$166K	0.02%	852