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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,900 shares; 2024Q4: 77,417 shares; 2025Q1: 78,354 shares; 2025Q2: 78,407 shares; 2025Q3: 80,152 shares; 2025Q4: 76,456 shares 76,456 $47.9M 25.91% -3,696 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,296 shares; 2024Q4: 504,478 shares; 2025Q1: 509,811 shares; 2025Q2: 514,744 shares; 2025Q3: 535,492 shares; 2025Q4: 554,016 shares 554,016 $44.2M 23.87% +18,524 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,881 shares; 2024Q4: 91,971 shares; 2025Q1: 92,785 shares; 2025Q2: 92,806 shares; 2025Q3: 96,776 shares; 2025Q4: 95,057 shares 95,057 $27.6M 14.91% -1,719 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,197 shares; 2024Q4: 75,325 shares; 2025Q1: 76,430 shares; 2025Q2: 79,352 shares; 2025Q3: 84,290 shares; 2025Q4: 82,019 shares 82,019 $21.2M 11.43% -2,271 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,956 shares; 2024Q4: 354,333 shares; 2025Q1: 359,536 shares; 2025Q2: 362,951 shares; 2025Q3: 375,389 shares; 2025Q4: 384,863 shares 384,863 $20.7M 11.21% +9,474 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,290 shares; 2024Q4: 319,117 shares; 2025Q1: 329,826 shares; 2025Q2: 314,852 shares; 2025Q3: 323,558 shares; 2025Q4: 311,778 shares 311,778 $7.5M 4.05% -11,780 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,426 shares; 2024Q4: 99,091 shares; 2025Q1: 101,729 shares; 2025Q2: 99,457 shares; 2025Q3: 101,744 shares; 2025Q4: 97,118 shares 97,118 $3.18M 1.72% -4,626 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,169 shares; 2024Q4: 59,409 shares; 2025Q1: 26,845 shares; 2025Q2: 27,492 shares; 2025Q3: 31,405 shares; 2025Q4: 21,949 shares 21,949 $1.92M 1.04% -9,456 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 4,496 shares; 2025Q1: 4,469 shares; 2025Q2: 4,316 shares; 2025Q3: 4,265 shares; 2025Q4: 5,126 shares 5,126 $1.72M 0.93% +861 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,223 shares; 2024Q4: 49,245 shares; 2025Q1: 48,990 shares; 2025Q2: 48,640 shares; 2025Q3: 48,170 shares; 2025Q4: 47,745 shares 47,745 $1.36M 0.73% -425 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,237 shares; 2025Q1: 4,237 shares; 2025Q2: 4,239 shares; 2025Q3: 3,986 shares; 2025Q4: 3,926 shares 3,926 $1.07M 0.58% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 1,975 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares 1,974 $992K 0.54% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,670 shares; 2024Q4: 15,157 shares; 2025Q1: 15,246 shares; 2025Q2: 14,913 shares; 2025Q3: 14,356 shares; 2025Q4: 14,164 shares 14,164 $629K 0.34% -192 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,811 shares; 2025Q4: 2,685 shares 2,685 $620K 0.33% -126 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,032 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,807 shares; 2025Q4: 2,807 shares 2,807 $581K 0.31% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,575 shares; 2025Q4: 1,525 shares 1,525 $440K 0.24% -50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,397 shares; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 14,220 shares; 2025Q3: 14,220 shares; 2025Q4: 14,220 shares 14,220 $429K 0.23% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,261 shares; 2025Q1: 787 shares; 2025Q2: 777 shares; 2025Q3: 775 shares; 2025Q4: 825 shares 825 $399K 0.22% +50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,247 shares; 2025Q4: 1,142 shares 1,142 $377K 0.2% -105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 5,132 shares; 2025Q1: 5,430 shares; 2025Q2: 5,039 shares; 2025Q3: 4,978 shares; 2025Q4: 4,242 shares 4,242 $350K 0.19% -736 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 3,155 shares; 2025Q1: 3,155 shares; 2025Q2: 3,058 shares; 2025Q3: 3,048 shares; 2025Q4: 2,743 shares 2,743 $330K 0.18% -305 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,599 shares; 2025Q4: 1,616 shares 1,616 $301K 0.16% +17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,215 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares 1,170 $301K 0.16% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 995 shares; 2025Q4: 943 shares 943 $295K 0.16% -52 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: not reported; 2025Q1: 244 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214 shares 214 $230K 0.12% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,054 shares; 2025Q1: 715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 660 shares 660 $216K 0.12% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,005 shares; 2025Q3: 6,005 shares; 2025Q4: 6,005 shares 6,005 $203K 0.11% 0 Timeline