Vanguard Personalized Indexing Management’s W&T Offshore WTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$358K	Buy	104,994 +15,133	+17%	+$37.4K	﹤0.01%	1507
2025 Q4	$146K	Sell	89,861 -1,645	-2%	-$3.16K	﹤0.01%	1767
2025 Q3	$167K	Sell	91,506 -5,937	-6%	-$10.5K	﹤0.01%	1743
2025 Q2	$161K	Buy	97,443 +14,988	+18%	+$22.1K	﹤0.01%	1667
2025 Q1	$128K	Buy	82,455 +26,001	+46%	+$42.9K	﹤0.01%	1583
2024 Q4	$93.7K	Sell	56,454 -41,025	-42%	-$82K	﹤0.01%	1624
2024 Q3	$210K	Buy	97,479 +67,268	+223%	+$150K	﹤0.01%	1512
2024 Q2	$64.7K	Buy	30,211 +16,614	+122%	+$38.6K	﹤0.01%	1571
2024 Q1	$36K	Buy	+13,597	New	+$38.9K	﹤0.01%	1583
2023 Q4	–	Sell	-14,506	Closed	-$63.5K	–	1637
2023 Q3	$63.5K	Buy	14,506 +214	+1%	+$884	﹤0.01%	1394
2023 Q2	$55.3K	Sell	14,292 -7,750	-35%	-$33.3K	﹤0.01%	1423
2023 Q1	$112K	Buy	22,042 +354	+2%	+$1.98K	﹤0.01%	1391
2022 Q4	$121K	Buy	21,688 +509	+2%	+$3.51K	0.01%	1209
2022 Q3	$124K	Sell	21,179 -7,723	-27%	-$42.2K	0.01%	1160
2022 Q2	$125K	Buy	+28,902	New	+$163K	0.01%	1189