VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,026 shares; 2024Q4: 370,082 shares; 2025Q1: 377,067 shares; 2025Q2: 377,137 shares; 2025Q3: 384,480 shares; 2025Q4: 385,345 shares; 2026Q1: 390,811 shares 390,811 $125M 31.83% +5,466 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490,557 shares; 2024Q4: 506,742 shares; 2025Q1: 530,375 shares; 2025Q2: 522,550 shares; 2025Q3: 545,959 shares; 2025Q4: 547,701 shares; 2026Q1: 541,603 shares 541,603 $46.9M 11.91% -6,098 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,520 shares; 2024Q4: 423,801 shares; 2025Q1: 450,843 shares; 2025Q2: 481,781 shares; 2025Q3: 509,286 shares; 2025Q4: 516,682 shares; 2026Q1: 516,444 shares 516,444 $38M 9.66% -238 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658,205 shares; 2024Q4: 576,796 shares; 2025Q1: 579,006 shares; 2025Q2: 575,009 shares; 2025Q3: 638,605 shares; 2025Q4: 624,010 shares; 2026Q1: 645,040 shares 645,040 $32.2M 8.17% +21,030 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,995 shares; 2024Q4: 181,304 shares; 2025Q1: 184,482 shares; 2025Q2: 199,151 shares; 2025Q3: 186,795 shares; 2025Q4: 163,370 shares; 2026Q1: 160,983 shares 160,983 $22.9M 5.82% -2,387 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,631 shares; 2024Q4: 379,449 shares; 2025Q1: 384,022 shares; 2025Q2: 391,604 shares; 2025Q3: 386,778 shares; 2025Q4: 373,158 shares; 2026Q1: 380,829 shares 380,829 $20M 5.08% +7,671 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,358 shares; 2024Q4: 65,574 shares; 2025Q1: 67,890 shares; 2025Q2: 68,754 shares; 2025Q3: 73,162 shares; 2025Q4: 74,315 shares; 2026Q1: 75,559 shares 75,559 $16M 4.05% +1,244 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,298 shares; 2024Q4: 209,071 shares; 2025Q1: 206,555 shares; 2025Q2: 221,161 shares; 2025Q3: 215,900 shares; 2025Q4: 206,890 shares; 2026Q1: 201,616 shares 201,616 $15.1M 3.84% -5,274 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,671 shares; 2024Q4: 178,636 shares; 2025Q1: 186,581 shares; 2025Q2: 170,821 shares; 2025Q3: 185,147 shares; 2025Q4: 189,304 shares; 2026Q1: 187,191 shares 187,191 $13.1M 3.31% -2,113 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,675 shares; 2024Q4: 413,112 shares; 2025Q1: 411,946 shares; 2025Q2: 411,645 shares; 2025Q3: 416,789 shares; 2025Q4: 404,258 shares; 2026Q1: 383,735 shares 383,735 $9.83M 2.5% -20,523 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,439 shares; 2024Q4: 36,700 shares; 2025Q1: 36,819 shares; 2025Q2: 39,162 shares; 2025Q3: 37,905 shares; 2025Q4: 36,425 shares; 2026Q1: 35,731 shares 35,731 $7.63M 1.94% -694 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 11,039 shares; 2025Q1: 11,770 shares; 2025Q2: 10,947 shares; 2025Q3: 11,121 shares; 2025Q4: 11,246 shares; 2026Q1: 11,603 shares 11,603 $7.58M 1.92% +357 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,219 shares; 2024Q4: 73,427 shares; 2025Q1: 72,157 shares; 2025Q2: 71,693 shares; 2025Q3: 71,550 shares; 2025Q4: 71,234 shares; 2026Q1: 71,100 shares 71,100 $7.06M 1.79% -134 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,062 shares; 2024Q4: 38,435 shares; 2025Q1: 40,804 shares; 2025Q2: 29,985 shares; 2025Q3: 38,286 shares; 2025Q4: 42,682 shares; 2026Q1: 43,889 shares 43,889 $5.46M 1.39% +1,207 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,946 shares; 2024Q4: 51,689 shares; 2025Q1: 51,734 shares; 2025Q2: 68,442 shares; 2025Q3: 68,370 shares; 2025Q4: 67,021 shares; 2026Q1: 65,430 shares 65,430 $3.54M 0.9% -1,591 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 6,653 shares; 2025Q1: 6,827 shares; 2025Q2: 13,219 shares; 2025Q3: 12,056 shares; 2025Q4: 12,000 shares; 2026Q1: 12,108 shares 12,108 $3.17M 0.81% +108 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,201 shares; 2025Q1: 61,661 shares; 2025Q2: 73,334 shares; 2025Q3: 25,782 shares; 2025Q4: 24,174 shares; 2026Q1: 23,743 shares 23,743 $2.52M 0.64% -431 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,545 shares; 2024Q4: 36,547 shares; 2025Q1: 37,080 shares; 2025Q2: 36,769 shares; 2025Q3: 36,569 shares; 2025Q4: 36,867 shares; 2026Q1: 37,008 shares 37,008 $2.5M 0.63% +141 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,909 shares; 2024Q4: 36,909 shares; 2025Q1: 36,909 shares; 2025Q2: 34,291 shares; 2025Q3: 34,142 shares; 2025Q4: 34,142 shares; 2026Q1: 34,121 shares 34,121 $2.34M 0.59% -21 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,104 shares; 2024Q4: 16,626 shares; 2025Q1: 16,739 shares; 2025Q2: 16,861 shares; 2025Q3: 16,353 shares; 2025Q4: 16,060 shares; 2026Q1: 16,314 shares 16,314 $2.26M 0.57% +254 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,620 shares; 2024Q4: 13,620 shares; 2025Q1: 13,620 shares; 2025Q2: 13,620 shares; 2025Q3: 13,433 shares; 2025Q4: 13,312 shares; 2026Q1: 12,425 shares 12,425 $1.72M 0.44% -887 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,356 shares; 2024Q4: 22,089 shares; 2025Q1: 24,633 shares; 2025Q2: 26,675 shares; 2025Q3: 28,953 shares; 2025Q4: 30,660 shares; 2026Q1: 32,220 shares 32,220 $1.71M 0.43% +1,560 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,608 shares; 2024Q4: 16,777 shares; 2025Q1: 17,124 shares; 2025Q2: 17,621 shares; 2025Q3: 17,580 shares; 2025Q4: 17,496 shares; 2026Q1: 18,331 shares 18,331 $1.45M 0.37% +835 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,967 shares 2,967 $887K 0.23% +2 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,431 shares; 2025Q3: 1,428 shares; 2025Q4: 1,426 shares; 2026Q1: 1,423 shares 1,423 $850K 0.22% -3 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,688 shares; 2024Q4: 12,425 shares; 2025Q1: 13,002 shares; 2025Q2: 13,121 shares; 2025Q3: 13,076 shares; 2025Q4: 13,178 shares; 2026Q1: 13,443 shares 13,443 $614K 0.16% +265 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,114 shares; 2024Q4: 9,114 shares; 2025Q1: 9,114 shares; 2025Q2: 9,114 shares; 2025Q3: 9,114 shares; 2025Q4: 9,114 shares; 2026Q1: 9,114 shares 9,114 $543K 0.14% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 866 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $414K 0.11% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 578 shares 578 $376K 0.1% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares 1,046 $373K 0.09% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,260 shares; 2025Q1: 6,270 shares; 2025Q2: 6,270 shares; 2025Q3: 6,270 shares; 2025Q4: 6,208 shares; 2026Q1: 6,177 shares 6,177 $290K 0.07% -31 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 907 shares; 2025Q1: 938 shares; 2025Q2: 934 shares; 2025Q3: 921 shares; 2025Q4: 937 shares; 2026Q1: 938 shares 938 $269K 0.07% +1 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,191 shares; 2025Q3: 1,191 shares; 2025Q4: 1,191 shares; 2026Q1: 1,191 shares 1,191 $248K 0.06% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 886 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820 $208K 0.05% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208 shares 208 $207K 0.05% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,153 shares 3,153 $202K 0.05% new Timeline HSCS HEARTSCIENCES INC More: the full row for HEARTSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,927 shares; 2025Q2: 18,927 shares; 2025Q3: 18,927 shares; 2025Q4: 18,927 shares; 2026Q1: 18,927 shares 18,927 $47.6K 0.01% 0 Timeline