Vanguard Personalized Indexing Management’s Shift4 FOUR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$361K	Buy	8,265 +2,639	+47%	+$146K	﹤0.01%	1503
2025 Q4	$354K	Buy	5,626 +1,219	+28%	+$86.1K	﹤0.01%	1431
2025 Q3	$341K	Sell	4,407 -1,425	-24%	-$132K	﹤0.01%	1440
2025 Q2	$578K	Buy	5,832 +1,246	+27%	+$109K	0.01%	1135
2025 Q1	$375K	Sell	4,586 -461	-9%	-$47.5K	0.01%	1244
2024 Q4	$524K	Buy	5,047 +1,780	+54%	+$177K	0.01%	1090
2024 Q3	$289K	Buy	3,267 +11	+0.3%	+$834	﹤0.01%	1363
2024 Q2	$239K	Buy	3,256 +10	+0.3%	+$663	﹤0.01%	1381
2024 Q1	$214K	Buy	3,246 +161	+5%	+$12.1K	﹤0.01%	1418
2023 Q4	$229K	Buy	+3,085	New	+$184K	0.01%	1347
2021 Q3	–	Sell	-2,555	Closed	-$239K	–	1008
2021 Q2	$239K	Buy	+2,555	New	+$241K	0.03%	832