Vanguard Personalized Indexing Management’s BOK Financial BOKF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$444K	Sell	3,468 -242	-7%	-$31.1K	﹤0.01%	1376
2025 Q4	$439K	Buy	3,710 +61	+2%	+$6.84K	﹤0.01%	1303
2025 Q3	$409K	Sell	3,649 -334	-8%	-$35.7K	﹤0.01%	1335
2025 Q2	$391K	Buy	3,983 +1,220	+44%	+$115K	﹤0.01%	1318
2025 Q1	$288K	Sell	2,763 -209	-7%	-$22.5K	﹤0.01%	1355
2024 Q4	$316K	Sell	2,972 -34	-1%	-$3.8K	﹤0.01%	1309
2024 Q3	$314K	Buy	3,006 +190	+7%	+$19.1K	0.01%	1322
2024 Q2	$258K	Buy	2,816 +431	+18%	+$38.9K	﹤0.01%	1338
2024 Q1	$219K	Buy	+2,385	New	+$202K	﹤0.01%	1411
2023 Q4	–	Sell	-2,811	Closed	-$225K	–	1574
2023 Q3	$225K	Sell	2,811 -307	-10%	-$26K	0.01%	1251
2023 Q2	$252K	Buy	3,118 +54	+2%	+$4.45K	0.01%	1223
2023 Q1	$259K	Sell	3,064 -908	-23%	-$88.8K	0.01%	1191
2022 Q4	$412K	Buy	3,972 +1,155	+41%	+$117K	0.02%	859
2022 Q3	$250K	Sell	2,817 -214	-7%	-$18.5K	0.01%	1021
2022 Q2	$229K	Buy	3,031 +435	+17%	+$36.7K	0.01%	1085
2022 Q1	$244K	Buy	2,596 +180	+7%	+$18.6K	0.01%	1052
2021 Q4	$255K	Buy	+2,416	New	+$248K	0.02%	921
2021 Q3	–	Sell	-3,924	Closed	-$340K	–	987
2021 Q2	$340K	Buy	+3,924	New	+$351K	0.04%	676