Vanguard Personalized Indexing Management’s PG&E PCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.71M	Buy	210,976 +14,815	+8%	+$252K	0.04%	399
2025 Q4	$3.15M	Buy	196,161 +11,105	+6%	+$177K	0.03%	443
2025 Q3	$2.79M	Buy	185,056 +22,184	+14%	+$324K	0.03%	472
2025 Q2	$2.27M	Buy	162,872 +7,599	+5%	+$124K	0.03%	524
2025 Q1	$2.67M	Buy	155,273 +8,499	+6%	+$141K	0.04%	402
2024 Q4	$2.96M	Buy	146,774 +11,608	+9%	+$236K	0.04%	354
2024 Q3	$2.67M	Buy	135,166 +16,198	+14%	+$303K	0.04%	377
2024 Q2	$2.04M	Buy	118,968 +14,680	+14%	+$258K	0.04%	403
2024 Q1	$1.75M	Buy	104,288 +511	+0.5%	+$8.56K	0.04%	432
2023 Q4	$1.87M	Buy	103,777 +31,744	+44%	+$536K	0.05%	362
2023 Q3	$1.16M	Buy	72,033 +6,994	+11%	+$120K	0.03%	491
2023 Q2	$1.12M	Buy	65,039 +4,728	+8%	+$80.1K	0.03%	514
2023 Q1	$975K	Buy	60,311 +704	+1%	+$11.1K	0.03%	547
2022 Q4	$969K	Buy	59,607 +15,642	+36%	+$237K	0.04%	517
2022 Q3	$550K	Buy	43,965 +14,369	+49%	+$168K	0.02%	755
2022 Q2	$295K	Buy	29,596 +5,096	+21%	+$59.9K	0.01%	995
2022 Q1	$293K	Sell	24,500 -23,262	-49%	-$275K	0.01%	999
2021 Q4	$580K	Buy	47,762 +37,531	+367%	+$440K	0.03%	640
2021 Q3	$98K	Buy	+10,231	New	+$96.6K	0.01%	958