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: 100,900 shares; 2024Q4: 77,417 shares; 2025Q1: 78,354 shares; 2025Q2: 78,407 shares; 2025Q3: 80,152 shares; 2025Q4: 76,456 shares; 2026Q1: 77,117 shares 77,117 $46.1M 24.88% +661 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; 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; 2026Q1: 570,255 shares 570,255 $45.2M 24.41% +16,239 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: 119,881 shares; 2024Q4: 91,971 shares; 2025Q1: 92,785 shares; 2025Q2: 92,806 shares; 2025Q3: 96,776 shares; 2025Q4: 95,057 shares; 2026Q1: 96,187 shares 96,187 $27.6M 14.91% +1,130 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: 101,197 shares; 2024Q4: 75,325 shares; 2025Q1: 76,430 shares; 2025Q2: 79,352 shares; 2025Q3: 84,290 shares; 2025Q4: 82,019 shares; 2026Q1: 81,950 shares 81,950 $21.5M 11.59% -69 Timeline IGIB 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: 453,956 shares; 2024Q4: 354,333 shares; 2025Q1: 359,536 shares; 2025Q2: 362,951 shares; 2025Q3: 375,389 shares; 2025Q4: 384,863 shares; 2026Q1: 395,914 shares 395,914 $21.1M 11.38% +11,051 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; 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; 2026Q1: 305,667 shares 305,667 $7.57M 4.08% -6,111 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; 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; 2026Q1: 96,524 shares 96,524 $3.18M 1.72% -594 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,626 shares 19,626 $2.67M 1.44% -2,323 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; 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; 2026Q1: 5,051 shares 5,051 $1.62M 0.87% -75 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; 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; 2026Q1: 47,464 shares 47,464 $1.38M 0.75% -281 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: 4,337 shares; 2024Q4: 4,237 shares; 2025Q1: 4,237 shares; 2025Q2: 4,239 shares; 2025Q3: 3,986 shares; 2025Q4: 3,926 shares; 2026Q1: 3,924 shares 3,924 $996K 0.54% -2 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: 2,800 shares; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 1,975 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares 1,974 $946K 0.51% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,807 shares 2,807 $686K 0.37% 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; 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; 2026Q1: 14,174 shares 14,174 $647K 0.35% +10 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: 2,610 shares; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,811 shares; 2025Q4: 2,685 shares; 2026Q1: 2,685 shares 2,685 $559K 0.3% 0 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; 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; 2026Q1: 2,640 shares 2,640 $448K 0.24% -103 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; 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; 2026Q1: 1,525 shares 1,525 $438K 0.24% 0 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; 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; 2026Q1: 14,220 shares 14,220 $428K 0.23% 0 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: 7,910 shares; 2024Q4: 5,132 shares; 2025Q1: 5,430 shares; 2025Q2: 5,039 shares; 2025Q3: 4,978 shares; 2025Q4: 4,242 shares; 2026Q1: 4,466 shares 4,466 $353K 0.19% +224 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; 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; 2026Q1: 1,142 shares 1,142 $309K 0.17% 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; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,261 shares; 2025Q1: 787 shares; 2025Q2: 777 shares; 2025Q3: 775 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $305K 0.16% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,599 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares 1,616 $282K 0.15% 0 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; 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; 2026Q1: 802 shares 802 $274K 0.15% -368 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 995 shares; 2025Q4: 943 shares; 2026Q1: 943 shares 943 $271K 0.15% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,054 shares; 2025Q1: 715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 660 shares; 2026Q1: 610 shares 610 $215K 0.12% -50 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; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,005 shares; 2025Q3: 6,005 shares; 2025Q4: 6,005 shares; 2026Q1: 6,005 shares 6,005 $201K 0.11% 0 Timeline