Vanguard Personalized Indexing Management’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$326K	Buy	5,462 +1,094	+25%	+$76.3K	﹤0.01%	1566
2025 Q4	$377K	Buy	4,368 +416	+11%	+$36.8K	﹤0.01%	1401
2025 Q3	$340K	Buy	+3,952	New	+$297K	﹤0.01%	1444
2025 Q2	–	Sell	-3,804	Closed	-$289K	–	2037
2025 Q1	$289K	Buy	3,804 +48	+1%	+$4.53K	﹤0.01%	1354
2024 Q4	$411K	Sell	3,756 -35	-0.9%	-$3.23K	0.01%	1203
2024 Q3	$300K	Sell	3,791 -587	-13%	-$44.1K	﹤0.01%	1346
2024 Q2	$320K	Buy	4,378 +830	+23%	+$65.3K	0.01%	1244
2024 Q1	$301K	Buy	3,548 +152	+4%	+$13.7K	0.01%	1260
2023 Q4	$345K	Sell	3,396 -417	-11%	-$40.2K	0.01%	1170
2023 Q3	$386K	Buy	3,813 +296	+8%	+$30.8K	0.01%	1010
2023 Q2	$358K	Buy	3,517 +263	+8%	+$25.3K	0.01%	1039
2023 Q1	$333K	Buy	3,254 +269	+9%	+$24.4K	0.01%	1070
2022 Q4	$251K	Buy	+2,985	New	+$231K	0.01%	1041