Vanguard Personalized Indexing Management’s BGC Group BGC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$344K	Buy	35,164 +14,949	+74%	+$138K	﹤0.01%	1533
2025 Q4	$181K	Sell	20,215 -112	-0.6%	-$1.01K	﹤0.01%	1741
2025 Q3	$192K	Sell	20,327 -263	-1%	-$2.63K	﹤0.01%	1720
2025 Q2	$211K	Buy	20,590 +1,136	+6%	+$10.4K	﹤0.01%	1606
2025 Q1	$178K	Buy	19,454 +1,585	+9%	+$14.9K	﹤0.01%	1539
2024 Q4	$162K	Buy	17,869 +1,034	+6%	+$9.96K	﹤0.01%	1555
2024 Q3	$155K	Buy	16,835 +2,398	+17%	+$22.4K	﹤0.01%	1566
2024 Q2	$120K	Buy	14,437 +3,507	+32%	+$28.9K	﹤0.01%	1511
2024 Q1	$84.9K	Sell	10,930 -1,298	-11%	-$9.62K	﹤0.01%	1529
2023 Q4	$88.3K	Buy	12,228 +353	+3%	+$2.19K	﹤0.01%	1479
2023 Q3	$62.7K	Buy	11,875 +309	+3%	+$1.54K	﹤0.01%	1397
2023 Q2	$51.2K	Sell	11,566 -209	-2%	-$927	﹤0.01%	1425
2023 Q1	$61.6K	Buy	11,775 +513	+5%	+$2.35K	﹤0.01%	1415
2022 Q4	$42.5K	Buy	+11,262	New	+$44.5K	﹤0.01%	1248