Vanguard Personalized Indexing Management’s Essential Properties Realty Trust EPRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$990K	Buy	32,625 +2,894	+10%	+$91.7K	0.01%	934
2025 Q4	$882K	Buy	29,731 +3,580	+14%	+$109K	0.01%	979
2025 Q3	$778K	Sell	26,151 -1,433	-5%	-$43.9K	0.01%	1033
2025 Q2	$880K	Sell	27,584 -2,829	-9%	-$90.4K	0.01%	922
2025 Q1	$993K	Buy	30,413 +2,738	+10%	+$86.9K	0.01%	787
2024 Q4	$866K	Buy	27,675 +996	+4%	+$32.7K	0.01%	838
2024 Q3	$911K	Buy	26,679 +2,006	+8%	+$62K	0.01%	810
2024 Q2	$684K	Buy	24,673 +965	+4%	+$25.7K	0.01%	864
2024 Q1	$632K	Buy	23,708 +1,623	+7%	+$40.7K	0.01%	888
2023 Q4	$564K	Buy	22,085 +565	+3%	+$13.1K	0.01%	933
2023 Q3	$465K	Buy	21,520 +946	+5%	+$22.6K	0.01%	910
2023 Q2	$484K	Sell	20,574 -11	-0.1%	-$268	0.01%	909
2023 Q1	$512K	Buy	20,585 +2,734	+15%	+$67.4K	0.02%	859
2022 Q4	$419K	Buy	17,851 +3,199	+22%	+$69.7K	0.02%	854
2022 Q3	$285K	Buy	14,652 +3,090	+27%	+$70.4K	0.01%	988
2022 Q2	$248K	Buy	+11,562	New	+$269K	0.01%	1048