Vanguard Personalized Indexing Management’s Federated Hermes FHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.79M	Buy	31,580 +1,270	+4%	+$69.6K	0.02%	646
2025 Q4	$1.58M	Buy	30,310 +1,539	+5%	+$78.2K	0.02%	692
2025 Q3	$1.49M	Buy	28,771 +2,350	+9%	+$119K	0.02%	716
2025 Q2	$1.17M	Buy	26,421 +4,774	+22%	+$196K	0.01%	803
2025 Q1	$883K	Buy	21,647 +1,023	+5%	+$39.9K	0.01%	852
2024 Q4	$848K	Buy	20,624 +2,090	+11%	+$84.4K	0.01%	852
2024 Q3	$681K	Sell	18,534 -438	-2%	-$15K	0.01%	947
2024 Q2	$624K	Buy	18,972 +4,117	+28%	+$138K	0.01%	933
2024 Q1	$537K	Sell	14,855 -1,994	-12%	-$70.1K	0.01%	985
2023 Q4	$571K	Buy	16,849 +4,570	+37%	+$149K	0.01%	923
2023 Q3	$416K	Buy	12,279 +3,270	+36%	+$113K	0.01%	966
2023 Q2	$323K	Sell	9,009 -361	-4%	-$14K	0.01%	1092
2023 Q1	$376K	Buy	9,370 +2,054	+28%	+$80.6K	0.01%	1008
2022 Q4	$266K	Buy	7,316 +1,099	+18%	+$38.5K	0.01%	1019
2022 Q3	$206K	Sell	6,217 -924	-13%	-$31.5K	0.01%	1104
2022 Q2	$227K	Buy	+7,141	New	+$226K	0.01%	1092