Vanguard Personalized Indexing Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$876K	Buy	4,621 +379	+9%	+$74.8K	0.01%	999
2025 Q4	$755K	Buy	4,242 +302	+8%	+$51.6K	0.01%	1048
2025 Q3	$641K	Sell	3,940 -2,972	-43%	-$502K	0.01%	1131
2025 Q2	$1.21M	Buy	6,912 +1,379	+25%	+$244K	0.01%	779
2025 Q1	$1M	Sell	5,533 -717	-11%	-$143K	0.01%	783
2024 Q4	$1.31M	Sell	6,250 -13	-0.2%	-$2.85K	0.02%	651
2024 Q3	$1.34M	Buy	6,263 +66	+1%	+$13.3K	0.02%	630
2024 Q2	$1.24M	Buy	6,197 +260	+4%	+$56.8K	0.02%	585
2024 Q1	$1.45M	Buy	5,937 +1,098	+23%	+$248K	0.03%	491
2023 Q4	$1.05M	Sell	4,839 -391	-7%	-$78.9K	0.03%	625
2023 Q3	$1.09M	Buy	5,230 +295	+6%	+$64K	0.03%	519
2023 Q2	$1.06M	Sell	4,935 -412	-8%	-$86.6K	0.03%	544
2023 Q1	$1.24M	Sell	5,347 -1,159	-18%	-$263K	0.04%	435
2022 Q4	$1.49M	Sell	6,506 -128	-2%	-$28.6K	0.06%	362
2022 Q3	$1.33M	Buy	6,634 +1,044	+19%	+$211K	0.06%	347
2022 Q2	$1.01M	Sell	5,590 -1,049	-16%	-$198K	0.05%	454
2022 Q1	$1.27M	Buy	6,639 +3,903	+143%	+$792K	0.06%	330
2021 Q4	$647K	Buy	2,736 +891	+48%	+$202K	0.04%	594
2021 Q3	$382K	Sell	1,845 -2,658	-59%	-$590K	0.03%	655
2021 Q2	$991K	Buy	4,503 +2,933	+187%	+$648K	0.1%	207
2021 Q1	$329K	Buy	+1,570	New	+$311K	0.05%	466