Vanguard Personalized Indexing Management’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Buy	14,240 +2,658	+23%	+$218K	0.01%	842
2025 Q4	$1.06M	Buy	11,582 +840	+8%	+$80.4K	0.01%	889
2025 Q3	$1.02M	Buy	10,742 +103	+1%	+$9.69K	0.01%	892
2025 Q2	$1.11M	Buy	10,639 +2,263	+27%	+$215K	0.01%	825
2025 Q1	$740K	Buy	8,376 +397	+5%	+$40.7K	0.01%	931
2024 Q4	$766K	Buy	7,979 +482	+6%	+$44.9K	0.01%	910
2024 Q3	$614K	Sell	7,497 -233	-3%	-$18K	0.01%	1006
2024 Q2	$666K	Buy	7,730 +626	+9%	+$50.6K	0.01%	883
2024 Q1	$580K	Sell	7,104 -1,794	-20%	-$140K	0.01%	938
2023 Q4	$590K	Buy	8,898 +631	+8%	+$43.7K	0.02%	908
2023 Q3	$604K	Buy	8,267 +477	+6%	+$32.2K	0.02%	800
2023 Q2	$492K	Sell	7,790 -734	-9%	-$42.6K	0.02%	903
2023 Q1	$500K	Buy	8,524 +5,060	+146%	+$307K	0.02%	869
2022 Q4	$214K	Buy	+3,464	New	+$233K	0.01%	1124
2021 Q3	–	Sell	-2,977	Closed	-$240K	–	1014
2021 Q2	$240K	Buy	+2,977	New	+$227K	0.03%	830