Vanguard Personalized Indexing Management’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.5M	Sell	313,983 -43,331	-12%	-$971K	0.06%	263
2025 Q4	$9.15M	Sell	357,314 -16,559	-4%	-$465K	0.09%	180
2025 Q3	$10.8M	Buy	373,873 +7,937	+2%	+$213K	0.11%	146
2025 Q2	$9.53M	Buy	365,936 +35,901	+11%	+$898K	0.11%	158
2025 Q1	$8.38M	Buy	330,035 +40,991	+14%	+$947K	0.12%	148
2024 Q4	$6.12M	Buy	289,044 +33,904	+13%	+$660K	0.09%	183
2024 Q3	$4.93M	Buy	255,140 +57,725	+29%	+$1.05M	0.08%	216
2024 Q2	$3.33M	Sell	197,415 -3,685	-2%	-$60.9K	0.06%	275
2024 Q1	$3.45M	Buy	201,100 +33,480	+20%	+$615K	0.07%	244
2023 Q4	$3.17M	Buy	167,620 +21,750	+15%	+$377K	0.08%	227
2023 Q3	$2.4M	Buy	145,870 +2,770	+2%	+$48.3K	0.07%	265
2023 Q2	$2.58M	Buy	143,100 +14,515	+11%	+$272K	0.08%	243
2023 Q1	$2.33M	Buy	128,585 +30,285	+31%	+$525K	0.08%	243
2022 Q4	$1.5M	Buy	98,300 +22,510	+30%	+$336K	0.06%	356
2022 Q3	$971K	Sell	75,790 -13,505	-15%	-$216K	0.04%	493
2022 Q2	$1.46M	Buy	89,295 +4,550	+5%	+$80.6K	0.07%	292
2022 Q1	$1.74M	Buy	84,745 +16,370	+24%	+$356K	0.08%	229
2021 Q4	$1.73M	Buy	68,375 +12,545	+22%	+$299K	0.1%	199
2021 Q3	$1.24M	Buy	55,830 +7,325	+15%	+$153K	0.11%	180
2021 Q2	$943K	Sell	48,505 -7,440	-13%	-$151K	0.1%	218
2021 Q1	$1.19M	Sell	55,945 -765	-1%	-$16.2K	0.18%	118
2020 Q4	$1.15M	Buy	56,710 +5,365	+10%	+$93.3K	0.25%	86
2020 Q3	$788K	Buy	51,345 +18,860	+58%	+$293K	0.22%	100
2020 Q2	$449K	Buy	32,485 +8,300	+34%	+$108K	0.2%	121
2020 Q1	$286K	Buy	+24,185	New	+$317K	0.17%	167