Vanguard Personalized Indexing Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.7M	Buy	106,866 +4,036	+4%	+$85.1K	0.02%	674
2025 Q4	$2.69M	Sell	102,830 -1,913	-2%	-$53.3K	0.03%	498
2025 Q3	$2.77M	Buy	104,743 +18,437	+21%	+$438K	0.03%	473
2025 Q2	$1.57M	Buy	86,306 +20,057	+30%	+$265K	0.02%	661
2025 Q1	$770K	Buy	66,249 +2,517	+4%	+$36.3K	0.01%	916
2024 Q4	$981K	Buy	63,732 +1,050	+2%	+$13.6K	0.01%	777
2024 Q3	$493K	Buy	62,682 +8,006	+15%	+$58.2K	0.01%	1099
2024 Q2	$361K	Buy	54,676 +1,440	+3%	+$10.2K	0.01%	1186
2024 Q1	$389K	Buy	53,236 +415	+0.8%	+$3.3K	0.01%	1146
2023 Q4	$526K	Buy	52,821 +5,164	+11%	+$41K	0.01%	976
2023 Q3	$381K	Buy	47,657 +1,209	+3%	+$10.6K	0.01%	1019
2023 Q2	$387K	Sell	46,448 -963	-2%	-$6.28K	0.01%	1009
2023 Q1	$288K	Sell	47,411 -37,220	-44%	-$226K	0.01%	1132
2022 Q4	$390K	Buy	84,631 +18,051	+27%	+$89.5K	0.02%	878
2022 Q3	$325K	Sell	66,580 -2,513	-4%	-$15.9K	0.01%	939
2022 Q2	$364K	Buy	69,093 +16,215	+31%	+$110K	0.02%	920
2022 Q1	$500K	Sell	52,878 -4,257	-7%	-$48.9K	0.02%	824
2021 Q4	$903K	Buy	57,135 +24,832	+77%	+$456K	0.05%	447
2021 Q3	$513K	Buy	+32,303	New	+$506K	0.05%	497