Vanguard Personalized Indexing Management’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.39M	Buy	32,394 +7,135	+28%	+$567K	0.02%	544
2025 Q4	$2.11M	Buy	25,259 +717	+3%	+$57.3K	0.02%	575
2025 Q3	$1.86M	Buy	24,542 +443	+2%	+$33.2K	0.02%	613
2025 Q2	$1.67M	Buy	24,099 +1,263	+6%	+$77.6K	0.02%	634
2025 Q1	$1.43M	Buy	22,836 +1,618	+8%	+$114K	0.02%	621
2024 Q4	$1.5M	Buy	21,218 +3,062	+17%	+$219K	0.02%	582
2024 Q3	$1.14M	Buy	18,156 +553	+3%	+$31.5K	0.02%	706
2024 Q2	$987K	Buy	17,603 +2,619	+17%	+$139K	0.02%	687
2024 Q1	$781K	Sell	14,984 -6,328	-30%	-$312K	0.02%	784
2023 Q4	$982K	Sell	21,312 -5,376	-20%	-$221K	0.03%	657
2023 Q3	$1.09M	Buy	26,688 +1,312	+5%	+$55.3K	0.03%	517
2023 Q2	$1.01M	Buy	25,376 +242	+1%	+$9.44K	0.03%	565
2023 Q1	$990K	Buy	25,134 +5,667	+29%	+$238K	0.03%	533
2022 Q4	$758K	Buy	19,467 +11,668	+150%	+$462K	0.03%	627
2022 Q3	$270K	Sell	7,799 -1,923	-20%	-$75.7K	0.01%	1002
2022 Q2	$363K	Sell	9,722 -1,146	-11%	-$47.6K	0.02%	922
2022 Q1	$492K	Buy	10,868 +5,312	+96%	+$255K	0.02%	833
2021 Q4	$261K	Sell	5,556 -2,547	-31%	-$124K	0.02%	910
2021 Q3	$367K	Buy	+8,103	New	+$361K	0.03%	676