Vanguard Personalized Indexing Management’s Zillow Z Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$790K	Sell	19,094 -2,303	-11%	-$122K	0.01%	1046
2025 Q4	$1.46M	Buy	21,397 +500	+2%	+$36.2K	0.01%	727
2025 Q3	$1.61M	Buy	20,897 +699	+3%	+$57.1K	0.02%	678
2025 Q2	$1.41M	Buy	20,198 +1,533	+8%	+$103K	0.02%	702
2025 Q1	$1.28M	Buy	18,665 +1,989	+12%	+$152K	0.02%	669
2024 Q4	$1.23M	Buy	16,676 +352	+2%	+$25.2K	0.02%	679
2024 Q3	$1.04M	Buy	16,324 +1,920	+13%	+$103K	0.02%	746
2024 Q2	$668K	Sell	14,404 -4,233	-23%	-$186K	0.01%	880
2024 Q1	$909K	Buy	18,637 +110	+0.6%	+$5.99K	0.02%	712
2023 Q4	$1.07M	Buy	18,527 +604	+3%	+$26.6K	0.03%	611
2023 Q3	$827K	Buy	17,923 +1,558	+10%	+$80.1K	0.02%	659
2023 Q2	$823K	Buy	16,365 +1,127	+7%	+$51.8K	0.03%	659
2023 Q1	$678K	Sell	15,238 -12,637	-45%	-$537K	0.02%	718
2022 Q4	$898K	Buy	27,875 +17,712	+174%	+$587K	0.04%	553
2022 Q3	$291K	Buy	10,163 +1,796	+21%	+$62.4K	0.01%	986
2022 Q2	$266K	Sell	8,367 -8,014	-49%	-$322K	0.01%	1023
2022 Q1	$807K	Buy	16,381 +11,846	+261%	+$637K	0.04%	586
2021 Q4	$290K	Buy	+4,535	New	+$327K	0.02%	877
2021 Q3	–	Sell	-2,163	Closed	-$264K	–	1065
2021 Q2	$264K	Sell	2,163 -1,539	-42%	-$187K	0.03%	785
2021 Q1	$480K	Buy	3,702 +1,354	+58%	+$201K	0.07%	334
2020 Q4	$305K	Buy	2,348 +174	+8%	+$19.2K	0.07%	367
2020 Q3	$221K	Buy	+2,174	New	+$170K	0.06%	375