Vanguard Personalized Indexing Management’s Ziff Davis ZD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$285K	Buy	+6,783	New	+$249K	﹤0.01%	1636
2025 Q1	–	Sell	-4,120	Closed	-$224K	–	1913
2024 Q4	$224K	Sell	4,120 -1,630	-28%	-$85.5K	﹤0.01%	1475
2024 Q3	$280K	Buy	5,750 +2,093	+57%	+$99.7K	﹤0.01%	1376
2024 Q2	$201K	Sell	3,657 -949	-21%	-$52.2K	﹤0.01%	1455
2024 Q1	$290K	Sell	4,606 -2,427	-35%	-$161K	0.01%	1279
2023 Q4	$473K	Buy	+7,033	New	+$446K	0.01%	1029
2023 Q2	–	Sell	-5,870	Closed	-$458K	–	1538
2023 Q1	$458K	Buy	5,870 +2,349	+67%	+$193K	0.02%	918
2022 Q4	$279K	Sell	3,521 -808	-19%	-$65K	0.01%	1005
2022 Q3	$296K	Buy	4,329 +1,033	+31%	+$81.3K	0.01%	978
2022 Q2	$246K	Buy	+3,296	New	+$273K	0.01%	1052