Vanguard Personalized Indexing Management’s COPT Defense Properties CDP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$631K	Buy	20,637 +6,532	+46%	+$203K	0.01%	1176
2025 Q4	$392K	Sell	14,105 -291	-2%	-$8.39K	﹤0.01%	1381
2025 Q3	$418K	Buy	14,396 +1,621	+13%	+$46.6K	﹤0.01%	1326
2025 Q2	$352K	Buy	12,775 +2,607	+26%	+$70.6K	﹤0.01%	1367
2025 Q1	$277K	Sell	10,168 -498	-5%	-$14K	﹤0.01%	1375
2024 Q4	$330K	Buy	10,666 +917	+9%	+$29.1K	0.01%	1296
2024 Q3	$296K	Buy	9,749 +407	+4%	+$11.6K	﹤0.01%	1353
2024 Q2	$233K	Buy	9,342 +1,037	+12%	+$24.9K	﹤0.01%	1387
2024 Q1	$201K	Buy	+8,305	New	+$202K	﹤0.01%	1448
2023 Q4	–	Sell	-10,660	Closed	-$254K	–	1578
2023 Q3	$254K	Sell	10,660 -135	-1%	-$3.41K	0.01%	1186
2023 Q2	$256K	Sell	10,795 -1,743	-14%	-$40.6K	0.01%	1215
2023 Q1	$297K	Buy	+12,538	New	+$322K	0.01%	1124