Vanguard Personalized Indexing Management’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.96M	Sell	162,472 -1,295	-0.8%	-$60.2K	0.08%	221
2025 Q4	$7.14M	Buy	163,767 +37	+0%	+$1.69K	0.07%	233
2025 Q3	$7.37M	Buy	163,730 +9,391	+6%	+$412K	0.08%	218
2025 Q2	$6.7M	Buy	154,339 +29,988	+24%	+$1.34M	0.08%	221
2025 Q1	$5.73M	Buy	124,351 +11,457	+10%	+$479K	0.08%	209
2024 Q4	$4.25M	Buy	112,894 +20,420	+22%	+$792K	0.06%	269
2024 Q3	$3.75M	Buy	92,474 +20,710	+29%	+$779K	0.06%	281
2024 Q2	$2.48M	Sell	71,764 -1,139	-2%	-$42K	0.05%	353
2024 Q1	$2.74M	Buy	72,903 +13,131	+22%	+$469K	0.06%	298
2023 Q4	$2.15M	Sell	59,772 -12,861	-18%	-$495K	0.06%	324
2023 Q3	$2.74M	Buy	72,633 +3,963	+6%	+$161K	0.08%	237
2023 Q2	$2.8M	Buy	68,670 +9,756	+17%	+$403K	0.09%	224
2023 Q1	$2.47M	Sell	58,914 -11,161	-16%	-$465K	0.09%	234
2022 Q4	$3.03M	Buy	70,075 +22,035	+46%	+$871K	0.13%	166
2022 Q3	$1.8M	Buy	48,040 +4,085	+9%	+$181K	0.08%	252
2022 Q2	$1.99M	Buy	43,955 +20,015	+84%	+$941K	0.09%	215
2022 Q1	$1.14M	Sell	23,940 -10,639	-31%	-$451K	0.06%	384
2021 Q4	$1.43M	Buy	34,579 +16,486	+91%	+$621K	0.08%	251
2021 Q3	$624K	Buy	18,093 +6,869	+61%	+$235K	0.06%	407
2021 Q2	$355K	Buy	11,224 +3,081	+38%	+$99.2K	0.04%	660
2021 Q1	$254K	Buy	8,143 +353	+5%	+$10.6K	0.04%	574
2020 Q4	$235K	Buy	+7,790	New	+$230K	0.05%	456
2020 Q2	–	Sell	-12,659	Closed	-$332K	–	365
2020 Q1	$332K	Buy	+12,659	New	+$398K	0.19%	147