Vanguard Personalized Indexing Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,002	Closed	-$341K	–	2231
2025 Q4	$341K	Sell	13,002 -1,885	-13%	-$49.1K	﹤0.01%	1447
2025 Q3	$383K	Buy	14,887 +1,221	+9%	+$30.2K	﹤0.01%	1365
2025 Q2	$326K	Sell	13,666 -4	-0%	-$88	﹤0.01%	1397
2025 Q1	$294K	Sell	13,670 -5,646	-29%	-$128K	﹤0.01%	1343
2024 Q4	$438K	Sell	19,316 -889	-4%	-$20.3K	0.01%	1180
2024 Q3	$448K	Buy	20,205 +477	+2%	+$10.2K	0.01%	1143
2024 Q2	$400K	Sell	19,728 -9	-0%	-$182	0.01%	1136
2024 Q1	$402K	Sell	19,737 -115,872	-85%	-$2.24M	0.01%	1122
2023 Q4	$2.52M	Buy	+135,609	New	+$2.34M	0.06%	289
2023 Q1	–	Sell	-33,942	Closed	-$507K	–	1493
2022 Q4	$507K	Buy	33,942 +4,242	+14%	+$63.8K	0.02%	794
2022 Q3	$416K	Sell	29,700 -37,722	-56%	-$587K	0.02%	849
2022 Q2	$993K	Sell	67,422 -576	-0.8%	-$9.24K	0.05%	470
2022 Q1	$1.21M	Buy	67,998 +22,314	+49%	+$392K	0.06%	348
2021 Q4	$860K	Hold	45,684	–	–	0.05%	473
2021 Q3	$791K	Hold	45,684	–	–	0.07%	303
2021 Q2	$794K	Buy	45,684 +60	+0.1%	+$1.01K	0.08%	287
2021 Q1	$735K	Hold	45,624	–	–	0.11%	209
2020 Q4	$692K	Buy	45,624 +19,350	+74%	+$276K	0.15%	158
2020 Q3	$349K	Buy	+26,274	New	+$345K	0.1%	257

Other funds holding SCHB