Vanguard Personalized Indexing Management’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.55M	Buy	32,511 +1,995	+7%	+$164K	0.03%	517
2025 Q4	$2.5M	Sell	30,516 -586	-2%	-$48.2K	0.02%	523
2025 Q3	$2.64M	Sell	31,102 -1,602	-5%	-$142K	0.03%	492
2025 Q2	$2.94M	Buy	32,704 +6,041	+23%	+$487K	0.03%	446
2025 Q1	$2.07M	Buy	26,663 +584	+2%	+$47K	0.03%	485
2024 Q4	$2.15M	Buy	26,079 +2,886	+12%	+$226K	0.03%	461
2024 Q3	$1.6M	Buy	23,193 +1,750	+8%	+$117K	0.03%	553
2024 Q2	$1.39M	Buy	21,443 +1,924	+10%	+$129K	0.03%	543
2024 Q1	$1.4M	Buy	19,519 +3,369	+21%	+$224K	0.03%	504
2023 Q4	$1.03M	Buy	16,150 +532	+3%	+$31K	0.03%	635
2023 Q3	$941K	Buy	15,618 +3,389	+28%	+$208K	0.03%	588
2023 Q2	$729K	Buy	12,229 +538	+5%	+$31.3K	0.02%	731
2023 Q1	$673K	Buy	11,691 +1,468	+14%	+$88K	0.02%	725
2022 Q4	$596K	Sell	10,223 -8,998	-47%	-$506K	0.02%	735
2022 Q3	$943K	Buy	19,221 +407	+2%	+$22.2K	0.04%	506
2022 Q2	$1.02M	Buy	18,814 +12,407	+194%	+$698K	0.05%	453
2022 Q1	$386K	Buy	6,407 +2,995	+88%	+$178K	0.02%	925
2021 Q4	$208K	Buy	+3,412	New	+$211K	0.01%	984
2021 Q3	–	Sell	-4,219	Closed	-$261K	–	1040
2021 Q2	$261K	Buy	+4,219	New	+$263K	0.03%	790