Vanguard Personalized Indexing Management’s Exponent EXPO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13M	Sell	17,346 -3,504	-17%	-$249K	0.01%	863
2025 Q4	$1.45M	Buy	20,850 +6,513	+45%	+$457K	0.01%	731
2025 Q3	$996K	Sell	14,337 -870	-6%	-$62.2K	0.01%	903
2025 Q2	$1.14M	Buy	15,207 +2,795	+23%	+$217K	0.01%	821
2025 Q1	$1.01M	Sell	12,412 -3,674	-23%	-$320K	0.01%	781
2024 Q4	$1.43M	Buy	16,086 +1,386	+9%	+$140K	0.02%	606
2024 Q3	$1.69M	Buy	14,700 +461	+3%	+$48.2K	0.03%	528
2024 Q2	$1.35M	Buy	14,239 +1,323	+10%	+$119K	0.03%	550
2024 Q1	$1.07M	Buy	12,916 +1,533	+13%	+$127K	0.02%	628
2023 Q4	$1M	Buy	11,383 +3,770	+50%	+$309K	0.03%	648
2023 Q3	$652K	Buy	7,613 +2,407	+46%	+$218K	0.02%	766
2023 Q2	$486K	Sell	5,206 -166	-3%	-$15.6K	0.01%	906
2023 Q1	$535K	Buy	5,372 +2,179	+68%	+$222K	0.02%	836
2022 Q4	$316K	Buy	3,193 +470	+17%	+$45.7K	0.01%	961
2022 Q3	$239K	Sell	2,723 -181	-6%	-$17.2K	0.01%	1039
2022 Q2	$266K	Buy	2,904 +700	+32%	+$65.9K	0.01%	1021
2022 Q1	$238K	Buy	+2,204	New	+$213K	0.01%	1061