Vanguard Personalized Indexing Management’s CubeSmart CUBE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$871K	Buy	23,767 +3,792	+19%	+$145K	0.01%	1002
2025 Q4	$720K	Sell	19,975 -7,204	-27%	-$274K	0.01%	1068
2025 Q3	$1.11M	Buy	27,179 +2,009	+8%	+$81.9K	0.01%	846
2025 Q2	$1.07M	Buy	25,170 +7,000	+39%	+$290K	0.01%	843
2025 Q1	$776K	Buy	18,170 +6,881	+61%	+$288K	0.01%	914
2024 Q4	$484K	Sell	11,289 -3,652	-24%	-$175K	0.01%	1130
2024 Q3	$804K	Buy	14,941 +1,514	+11%	+$75.2K	0.01%	877
2024 Q2	$606K	Sell	13,427 -2,368	-15%	-$102K	0.01%	947
2024 Q1	$714K	Buy	15,795 +5,841	+59%	+$259K	0.02%	831
2023 Q4	$461K	Sell	9,954 -6,763	-40%	-$266K	0.01%	1042
2023 Q3	$637K	Sell	16,717 -851	-5%	-$35.9K	0.02%	777
2023 Q2	$785K	Sell	17,568 -1,034	-6%	-$46.9K	0.02%	685
2023 Q1	$860K	Buy	18,602 +8,596	+86%	+$386K	0.03%	607
2022 Q4	$403K	Sell	10,006 -7,899	-44%	-$318K	0.02%	865
2022 Q3	$717K	Sell	17,905 -1,341	-7%	-$60.4K	0.03%	632
2022 Q2	$822K	Buy	19,246 +1,978	+11%	+$91K	0.04%	560
2022 Q1	$898K	Buy	17,268 +5,723	+50%	+$290K	0.04%	510
2021 Q4	$657K	Buy	11,545 +3,219	+39%	+$173K	0.04%	591
2021 Q3	$403K	Sell	8,326 -862	-9%	-$43.5K	0.04%	626
2021 Q2	$426K	Buy	+9,188	New	+$396K	0.04%	561