Vanguard Personalized Indexing Management’s EXL Service EXLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$934K	Buy	30,666 +7,070	+30%	+$244K	0.01%	966
2025 Q4	$1M	Buy	23,596 +737	+3%	+$30.1K	0.01%	911
2025 Q3	$1.01M	Sell	22,859 -95	-0.4%	-$4.11K	0.01%	895
2025 Q2	$1.01M	Buy	22,954 +9,183	+67%	+$420K	0.01%	872
2025 Q1	$650K	Buy	13,771 +311	+2%	+$15K	0.01%	993
2024 Q4	$597K	Sell	13,460 -272	-2%	-$11.8K	0.01%	1028
2024 Q3	$524K	Buy	13,732 +88	+0.6%	+$3.07K	0.01%	1072
2024 Q2	$428K	Buy	13,644 +783	+6%	+$23.5K	0.01%	1109
2024 Q1	$409K	Sell	12,861 -4,318	-25%	-$134K	0.01%	1112
2023 Q4	$530K	Buy	17,179 +8,173	+91%	+$231K	0.01%	972
2023 Q3	$253K	Sell	9,006 -184	-2%	-$5.38K	0.01%	1190
2023 Q2	$278K	Sell	9,190 -760	-8%	-$24K	0.01%	1180
2023 Q1	$322K	Buy	9,950 +3,730	+60%	+$124K	0.01%	1092
2022 Q4	$211K	Buy	+6,220	New	+$216K	0.01%	1134