Vanguard Personalized Indexing Management’s Lufax Holding LU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,189	Closed	-$33.8K	–	2212
2025 Q4	$33.8K	Buy	13,189 +2,703	+26%	+$7.99K	﹤0.01%	1914
2025 Q3	$42.6K	Buy	10,486 +470	+5%	+$1.4K	﹤0.01%	1919
2025 Q2	$27.9K	Buy	+10,016	New	+$28.3K	﹤0.01%	1885
2023 Q4	–	Sell	-17,683	Closed	-$75K	–	1609
2023 Q3	$75K	Buy	17,683 +10,362	+142%	+$57.4K	﹤0.01%	1387
2023 Q2	$41.9K	Sell	7,321 -10,287	-58%	-$68K	﹤0.01%	1433
2023 Q1	$144K	Buy	17,608 +3,674	+26%	+$35.2K	0.01%	1368
2022 Q4	$108K	Buy	13,934 +3,096	+29%	+$23.6K	﹤0.01%	1218
2022 Q3	$110K	Buy	10,838 +1,404	+15%	+$24K	0.01%	1166
2022 Q2	$226K	Buy	9,434 +3,784	+67%	+$87.9K	0.01%	1095
2022 Q1	$126K	Buy	5,650 +1,895	+50%	+$41.7K	0.01%	1153
2021 Q4	$85K	Buy	+3,755	New	+$98.4K	0.01%	1033