Vanguard Personalized Indexing Management’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.54M	Buy	31,335 +1,619	+5%	+$257K	0.04%	340
2025 Q4	$4.77M	Sell	29,716 -99	-0.3%	-$16K	0.05%	326
2025 Q3	$5.16M	Sell	29,815 -1,712	-5%	-$284K	0.05%	306
2025 Q2	$4.85M	Buy	31,527 +2,298	+8%	+$329K	0.05%	302
2025 Q1	$4.06M	Sell	29,229 -54	-0.2%	-$8.38K	0.06%	284
2024 Q4	$4.55M	Buy	29,283 +2,203	+8%	+$333K	0.07%	241
2024 Q3	$3.32M	Sell	27,080 -2,370	-8%	-$277K	0.05%	315
2024 Q2	$3.56M	Buy	29,450 +1,856	+7%	+$229K	0.07%	253
2024 Q1	$3.54M	Buy	27,594 +861	+3%	+$100K	0.08%	237
2023 Q4	$2.98M	Buy	26,733 +8,194	+44%	+$844K	0.08%	243
2023 Q3	$1.86M	Buy	18,539 +222	+1%	+$23.5K	0.06%	335
2023 Q2	$1.9M	Sell	18,317 -4,183	-19%	-$388K	0.06%	326
2023 Q1	$2.1M	Buy	22,500 +388	+2%	+$41.1K	0.07%	269
2022 Q4	$2.36M	Buy	22,112 +217	+1%	+$24.4K	0.1%	219
2022 Q3	$2.16M	Buy	21,895 +2,437	+13%	+$247K	0.1%	206
2022 Q2	$1.74M	Buy	19,458 +5,669	+41%	+$556K	0.08%	247
2022 Q1	$1.52M	Buy	13,789 +3,055	+28%	+$324K	0.07%	271
2021 Q4	$1.08M	Buy	10,734 +7,352	+217%	+$727K	0.06%	352
2021 Q3	$312K	Sell	3,382 -1,843	-35%	-$165K	0.03%	749
2021 Q2	$452K	Buy	+5,225	New	+$455K	0.05%	530