Vanguard Personalized Indexing Management’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2M	Sell	88,457 -12,494	-12%	-$1.63M	0.1%	172
2025 Q4	$15.6M	Buy	100,951 +8,321	+9%	+$1.26M	0.15%	101
2025 Q3	$15.8M	Buy	92,630 +5,738	+7%	+$983K	0.16%	100
2025 Q2	$13M	Buy	86,892 +7,304	+9%	+$1M	0.15%	117
2025 Q1	$11.1M	Buy	79,588 +8,172	+11%	+$1.33M	0.16%	109
2024 Q4	$12.3M	Buy	71,416 +5,546	+8%	+$966K	0.19%	83
2024 Q3	$10.1M	Buy	65,870 +9,562	+17%	+$1.33M	0.16%	105
2024 Q2	$6.97M	Buy	56,308 +4,974	+10%	+$612K	0.13%	125
2024 Q1	$6.74M	Buy	51,334 +5,921	+13%	+$739K	0.14%	124
2023 Q4	$5.95M	Buy	45,413 +7,269	+19%	+$786K	0.15%	109
2023 Q3	$4.09M	Buy	38,144 +4,792	+14%	+$499K	0.12%	147
2023 Q2	$3.1M	Buy	33,352 +1,913	+6%	+$165K	0.1%	205
2023 Q1	$2.76M	Sell	31,439 -4	-0%	-$353	0.1%	212
2022 Q4	$2.33M	Sell	31,443 -627	-2%	-$54.1K	0.1%	224
2022 Q3	$2.68M	Buy	32,070 +2,748	+9%	+$266K	0.12%	162
2022 Q2	$2.67M	Buy	29,322 +5,050	+21%	+$545K	0.12%	153
2022 Q1	$3.08M	Buy	24,272 +5,576	+30%	+$680K	0.15%	115
2021 Q4	$2.42M	Buy	18,696 +5,863	+46%	+$782K	0.14%	124
2021 Q3	$1.49M	Buy	12,833 +2,598	+25%	+$301K	0.13%	144
2021 Q2	$994K	Buy	+10,235	New	+$909K	0.1%	205