Vanguard Personalized Indexing Management’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.51M	Sell	8,354 -829	-9%	-$278K	0.02%	525
2025 Q4	$3.28M	Buy	9,183 +277	+3%	+$98K	0.03%	431
2025 Q3	$2.96M	Sell	8,906 -257	-3%	-$93.2K	0.03%	449
2025 Q2	$3.44M	Buy	9,163 +1,560	+21%	+$547K	0.04%	391
2025 Q1	$2.49M	Buy	7,603 +829	+12%	+$289K	0.04%	418
2024 Q4	$2.21M	Buy	6,774 +547	+9%	+$162K	0.03%	451
2024 Q3	$1.45M	Sell	6,227 -1,648	-21%	-$371K	0.02%	600
2024 Q2	$2.18M	Buy	7,875 +74	+0.9%	+$20.1K	0.04%	382
2024 Q1	$2.06M	Sell	7,801 -58	-0.7%	-$14.6K	0.04%	388
2023 Q4	$1.79M	Sell	7,859 -2,228	-22%	-$501K	0.05%	376
2023 Q3	$2.4M	Buy	10,087 +494	+5%	+$115K	0.07%	266
2023 Q2	$2.09M	Buy	9,593 +423	+5%	+$84.7K	0.06%	302
2023 Q1	$1.86M	Buy	9,170 +740	+9%	+$169K	0.06%	315
2022 Q4	$1.82M	Buy	8,430 +328	+4%	+$76.7K	0.08%	285
2022 Q3	$1.77M	Buy	8,102 +316	+4%	+$67.2K	0.08%	257
2022 Q2	$1.44M	Buy	7,786 +1,578	+25%	+$300K	0.07%	299
2022 Q1	$1.13M	Buy	6,208 +2,174	+54%	+$379K	0.05%	388
2021 Q4	$646K	Buy	4,034 +470	+13%	+$77.6K	0.04%	598
2021 Q3	$559K	Buy	+3,564	New	+$512K	0.05%	456