Vanguard Personalized Indexing Management’s TFS Financial TFSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$327K	Sell	23,264 -540	-2%	-$7.64K	﹤0.01%	1561
2025 Q4	$318K	Sell	23,804 -874	-4%	-$12K	﹤0.01%	1489
2025 Q3	$325K	Buy	24,678 +4,735	+24%	+$62.6K	﹤0.01%	1470
2025 Q2	$258K	Sell	19,943 -2,180	-10%	-$28.1K	﹤0.01%	1513
2025 Q1	$274K	Buy	22,123 +83	+0.4%	+$1.06K	﹤0.01%	1378
2024 Q4	$277K	Buy	22,040 +1,535	+7%	+$20.4K	﹤0.01%	1372
2024 Q3	$264K	Sell	20,505 -1,093	-5%	-$14.4K	﹤0.01%	1407
2024 Q2	$273K	Buy	21,598 +5,057	+31%	+$63.6K	0.01%	1312
2024 Q1	$208K	Buy	16,541 +851	+5%	+$11.3K	﹤0.01%	1428
2023 Q4	$230K	Buy	15,690 +621	+4%	+$8.03K	0.01%	1346
2023 Q3	$178K	Buy	15,069 +2,055	+16%	+$27.5K	0.01%	1323
2023 Q2	$164K	Buy	+13,014	New	+$158K	0.01%	1363
2021 Q4	–	Sell	-13,446	Closed	-$256K	–	1109
2021 Q3	$256K	Buy	+13,446	New	+$262K	0.02%	843
2020 Q2	–	Sell	-48,594	Closed	-$742K	–	381
2020 Q1	$742K	Buy	+48,594	New	+$952K	0.43%	60