Vanguard Personalized Indexing Management’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$649K	Buy	16,949 +7,296	+76%	+$326K	0.01%	1159
2025 Q4	$526K	Buy	9,653 +1,159	+14%	+$59.5K	0.01%	1226
2025 Q3	$450K	Buy	8,494 +1,973	+30%	+$91.6K	﹤0.01%	1283
2025 Q2	$302K	Buy	6,521 +854	+15%	+$37.8K	﹤0.01%	1442
2025 Q1	$260K	Sell	5,667 -1,519	-21%	-$102K	﹤0.01%	1406
2024 Q4	$609K	Buy	7,186 +1,826	+34%	+$136K	0.01%	1014
2024 Q3	$283K	Buy	+5,360	New	+$276K	﹤0.01%	1372
2024 Q2	–	Sell	-3,955	Closed	-$272K	–	1706
2024 Q1	$272K	Sell	3,955 -812	-17%	-$56.8K	0.01%	1313
2023 Q4	$389K	Sell	4,767 -3,071	-39%	-$252K	0.01%	1125
2023 Q3	$851K	Sell	7,838 -4	-0.1%	-$455	0.03%	645
2023 Q2	$916K	Buy	7,842 +991	+14%	+$94.1K	0.03%	608
2023 Q1	$556K	Buy	6,851 +1,539	+29%	+$143K	0.02%	823
2022 Q4	$579K	Sell	5,312 -627	-11%	-$75.3K	0.02%	747
2022 Q3	$786K	Buy	5,939 +1,465	+33%	+$210K	0.04%	581
2022 Q2	$492K	Buy	4,474 +745	+20%	+$108K	0.02%	828
2022 Q1	$846K	Sell	3,729 -3,325	-47%	-$693K	0.04%	547
2021 Q4	$1.76M	Buy	7,054 +3,252	+86%	+$920K	0.1%	194
2021 Q3	$1.01M	Buy	3,802 +1,530	+67%	+$353K	0.09%	224
2021 Q2	$416K	Buy	+2,272	New	+$356K	0.04%	575

Other funds holding BILL