Vanguard Personalized Indexing Management’s Consolidated Edison ED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.02M	Buy	79,734 +3,559	+5%	+$385K	0.09%	192
2025 Q4	$7.57M	Buy	76,175 +3,223	+4%	+$320K	0.07%	217
2025 Q3	$7.33M	Buy	72,952 +2,098	+3%	+$211K	0.08%	220
2025 Q2	$7.11M	Buy	70,854 +7,761	+12%	+$822K	0.08%	209
2025 Q1	$6.98M	Buy	63,093 +10,931	+21%	+$1.07M	0.1%	176
2024 Q4	$4.65M	Buy	52,162 +8,654	+20%	+$852K	0.07%	232
2024 Q3	$4.53M	Buy	43,508 +12,051	+38%	+$1.19M	0.07%	243
2024 Q2	$2.81M	Buy	31,457 +3,486	+12%	+$323K	0.05%	320
2024 Q1	$2.54M	Sell	27,971 -3,566	-11%	-$320K	0.05%	326
2023 Q4	$2.87M	Buy	31,537 +1,906	+6%	+$170K	0.07%	248
2023 Q3	$2.53M	Buy	29,631 +1,174	+4%	+$107K	0.08%	255
2023 Q2	$2.57M	Buy	28,457 +4,983	+21%	+$476K	0.08%	244
2023 Q1	$2.25M	Buy	23,474 +403	+2%	+$37.7K	0.08%	254
2022 Q4	$2.2M	Buy	23,071 +3,046	+15%	+$277K	0.09%	244
2022 Q3	$1.72M	Sell	20,025 -295	-1%	-$28.5K	0.08%	261
2022 Q2	$1.93M	Buy	20,320 +5,682	+39%	+$541K	0.09%	220
2022 Q1	$1.39M	Buy	14,638 +5,447	+59%	+$471K	0.07%	305
2021 Q4	$784K	Buy	9,191 +3,239	+54%	+$254K	0.05%	511
2021 Q3	$432K	Buy	5,952 +529	+10%	+$39.5K	0.04%	597
2021 Q2	$389K	Sell	5,423 -278	-5%	-$21.3K	0.04%	610
2021 Q1	$426K	Buy	5,701 +2,482	+77%	+$175K	0.06%	371
2020 Q4	$233K	Buy	3,219 +143	+5%	+$11.1K	0.05%	458
2020 Q3	$239K	Buy	3,076 +40	+1%	+$2.95K	0.07%	351
2020 Q2	$218K	Sell	3,036 -14,992	-83%	-$1.15M	0.1%	272
2020 Q1	$1.41M	Buy	+18,028	New	+$1.58M	0.82%	27