Vanguard Personalized Indexing Management’s Pool Corp POOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$620K	Sell	3,062 -112	-4%	-$26.4K	0.01%	1186
2025 Q4	$726K	Buy	3,174 +458	+17%	+$119K	0.01%	1065
2025 Q3	$842K	Sell	2,716 -68	-2%	-$21.3K	0.01%	991
2025 Q2	$812K	Sell	2,784 -978	-26%	-$296K	0.01%	966
2025 Q1	$1.2M	Buy	3,762 +579	+18%	+$196K	0.02%	696
2024 Q4	$1.09M	Sell	3,183 -198	-6%	-$72.2K	0.02%	738
2024 Q3	$1.27M	Buy	3,381 +437	+15%	+$151K	0.02%	653
2024 Q2	$883K	Buy	2,944 +265	+10%	+$96K	0.02%	734
2024 Q1	$1.08M	Buy	2,679 +198	+8%	+$77.4K	0.02%	623
2023 Q4	$989K	Buy	2,481 +225	+10%	+$78.9K	0.03%	652
2023 Q3	$803K	Buy	2,256 +199	+10%	+$72.4K	0.02%	672
2023 Q2	$771K	Sell	2,057 -52	-2%	-$17.8K	0.02%	695
2023 Q1	$722K	Buy	2,109 +599	+40%	+$213K	0.03%	697
2022 Q4	$457K	Buy	1,510 +253	+20%	+$80.1K	0.02%	834
2022 Q3	$400K	Sell	1,257 -94	-7%	-$33.5K	0.02%	855
2022 Q2	$475K	Sell	1,351 -545	-29%	-$216K	0.02%	842
2022 Q1	$802K	Sell	1,896 -557	-23%	-$260K	0.04%	588
2021 Q4	$1.39M	Buy	2,453 +1,032	+73%	+$541K	0.08%	263
2021 Q3	$617K	Buy	1,421 +47	+3%	+$22.3K	0.06%	415
2021 Q2	$630K	Buy	+1,374	New	+$579K	0.07%	382