Vanguard Personalized Indexing Management’s SES AI SES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.6K	Sell	36,983 -955	-3%	-$1.62K	﹤0.01%	2084
2025 Q4	$68.3K	Hold	37,938	–	–	﹤0.01%	1850
2025 Q3	$63.4K	Sell	37,938 -68	-0.2%	-$81	﹤0.01%	1881
2025 Q2	$33.8K	Buy	38,006 +21,934	+136%	+$18.4K	﹤0.01%	1864
2025 Q1	$8.37K	Buy	16,072 +621	+4%	+$571	﹤0.01%	1826
2024 Q4	$33.8K	Sell	15,451 -3,899	-20%	-$2.22K	﹤0.01%	1731
2024 Q3	$12.4K	Buy	19,350 +6,253	+48%	+$6.52K	﹤0.01%	1753
2024 Q2	$16.4K	Buy	+13,097	New	+$17.8K	﹤0.01%	1667
2023 Q4	–	Sell	-10,959	Closed	-$24.9K	–	1623
2023 Q3	$24.9K	Buy	+10,959	New	+$26.6K	﹤0.01%	1444
2022 Q3	–	Sell	-11,976	Closed	-$47K	–	1295
2022 Q2	$47K	Sell	11,976 -1,363	-10%	-$8.73K	﹤0.01%	1225
2022 Q1	$121K	Buy	+13,339	New	+$101K	0.01%	1158