Vanguard Personalized Indexing Management’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Buy	25,498 +1,045	+4%	+$65.4K	0.01%	766
2025 Q4	$1.55M	Sell	24,453 -332	-1%	-$21.9K	0.02%	699
2025 Q3	$1.44M	Buy	24,785 +1,047	+4%	+$56.5K	0.01%	731
2025 Q2	$965K	Buy	23,738 +10,183	+75%	+$384K	0.01%	885
2025 Q1	$555K	Buy	13,555 +4,149	+44%	+$198K	0.01%	1058
2024 Q4	$542K	Buy	9,406 +3,572	+61%	+$249K	0.01%	1074
2024 Q3	$486K	Buy	5,834 +1,177	+25%	+$95.6K	0.01%	1108
2024 Q2	$365K	Buy	4,657 +1,881	+68%	+$159K	0.01%	1179
2024 Q1	$278K	Buy	+2,776	New	+$255K	0.01%	1297
2023 Q4	–	Sell	-4,418	Closed	-$460K	–	1617
2023 Q3	$460K	Sell	4,418 -97	-2%	-$11.5K	0.01%	913
2023 Q2	$546K	Buy	4,515 +35	+0.8%	+$3.87K	0.02%	857
2023 Q1	$496K	Buy	+4,480	New	+$496K	0.02%	877
2022 Q4	–	Sell	-5,189	Closed	-$496K	–	1320
2022 Q3	$496K	Sell	5,189 -155	-3%	-$17.4K	0.02%	790
2022 Q2	$531K	Buy	5,344 +776	+17%	+$80.4K	0.02%	794
2022 Q1	$481K	Buy	+4,568	New	+$521K	0.02%	849
2021 Q3	–	Sell	-2,510	Closed	-$344K	–	1034
2021 Q2	$344K	Buy	+2,510	New	+$340K	0.04%	672