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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,900 shares; 2024Q4: 77,417 shares; 2025Q1: 78,354 shares; 2025Q2: 78,407 shares; 2025Q3: 80,152 shares 80,152 $49.1M 26.43% +1,745 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,296 shares; 2024Q4: 504,478 shares; 2025Q1: 509,811 shares; 2025Q2: 514,744 shares; 2025Q3: 535,492 shares 535,492 $42.8M 23.05% +20,748 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,881 shares; 2024Q4: 91,971 shares; 2025Q1: 92,785 shares; 2025Q2: 92,806 shares; 2025Q3: 96,776 shares 96,776 $28.4M 15.31% +3,970 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,197 shares; 2024Q4: 75,325 shares; 2025Q1: 76,430 shares; 2025Q2: 79,352 shares; 2025Q3: 84,290 shares 84,290 $21.4M 11.54% +4,938 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,956 shares; 2024Q4: 354,333 shares; 2025Q1: 359,536 shares; 2025Q2: 362,951 shares; 2025Q3: 375,389 shares 375,389 $20.3M 10.93% +12,438 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,290 shares; 2024Q4: 319,117 shares; 2025Q1: 329,826 shares; 2025Q2: 314,852 shares; 2025Q3: 323,558 shares 323,558 $7.53M 4.06% +8,706 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,426 shares; 2024Q4: 99,091 shares; 2025Q1: 101,729 shares; 2025Q2: 99,457 shares; 2025Q3: 101,744 shares 101,744 $3.4M 1.83% +2,287 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,169 shares; 2024Q4: 59,409 shares; 2025Q1: 26,845 shares; 2025Q2: 27,492 shares; 2025Q3: 31,405 shares 31,405 $2.58M 1.39% +3,913 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 4,496 shares; 2025Q1: 4,469 shares; 2025Q2: 4,316 shares; 2025Q3: 4,265 shares 4,265 $1.4M 0.75% -51 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,223 shares; 2024Q4: 49,245 shares; 2025Q1: 48,990 shares; 2025Q2: 48,640 shares; 2025Q3: 48,170 shares 48,170 $1.34M 0.72% -470 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,237 shares; 2025Q1: 4,237 shares; 2025Q2: 4,239 shares; 2025Q3: 3,986 shares 3,986 $1.01M 0.55% -253 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 1,975 shares; 2025Q3: 1,974 shares 1,974 $992K 0.53% -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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,811 shares 2,811 $617K 0.33% +201 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,670 shares; 2024Q4: 15,157 shares; 2025Q1: 15,246 shares; 2025Q2: 14,913 shares; 2025Q3: 14,356 shares 14,356 $614K 0.33% -557 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,032 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,807 shares 2,807 $520K 0.28% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,575 shares 1,575 $473K 0.25% -15 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,397 shares; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 14,220 shares; 2025Q3: 14,220 shares 14,220 $431K 0.23% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,247 shares 1,247 $431K 0.23% -38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 5,132 shares; 2025Q1: 5,430 shares; 2025Q2: 5,039 shares; 2025Q3: 4,978 shares 4,978 $401K 0.22% -61 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,261 shares; 2025Q1: 787 shares; 2025Q2: 777 shares; 2025Q3: 775 shares 775 $401K 0.22% -2 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 3,155 shares; 2025Q1: 3,155 shares; 2025Q2: 3,058 shares; 2025Q3: 3,048 shares 3,048 $344K 0.19% -10 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,599 shares 1,599 $298K 0.16% -1 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 995 shares 995 $242K 0.13% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,215 shares; 2025Q3: 1,170 shares 1,170 $240K 0.13% -45 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,005 shares; 2025Q3: 6,005 shares 6,005 $204K 0.11% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,920 shares; 2025Q3: 4,920 shares 4,920 $203K 0.11% 0 Timeline