Vanguard Personalized Indexing Management’s Piper Sandler PIPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Buy	15,180 +1,088	+8%	+$89.3K	0.01%	851
2025 Q4	$1.2M	Buy	14,092 +672	+5%	+$56.8K	0.01%	825
2025 Q3	$1.16M	Buy	13,420 +1,360	+11%	+$111K	0.01%	823
2025 Q2	$838K	Buy	12,060 +1,772	+17%	+$110K	0.01%	947
2025 Q1	$637K	Buy	10,288 +2,516	+32%	+$180K	0.01%	1006
2024 Q4	$583K	Buy	7,772 +852	+12%	+$66.3K	0.01%	1037
2024 Q3	$491K	Buy	6,920 +968	+16%	+$63.3K	0.01%	1102
2024 Q2	$342K	Sell	5,952 -852	-13%	-$43.7K	0.01%	1218
2024 Q1	$338K	Buy	6,804 +1,196	+21%	+$54.7K	0.01%	1220
2023 Q4	$245K	Buy	5,608 +72	+1%	+$2.74K	0.01%	1319
2023 Q3	$201K	Buy	+5,536	New	+$200K	0.01%	1304