VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,085 shares; 2024Q4: 637,776 shares; 2025Q1: 637,582 shares; 2025Q2: 640,266 shares 640,266 $113M 22.15% +2,684 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,180 shares; 2024Q4: 360,273 shares; 2025Q1: 360,727 shares; 2025Q2: 374,320 shares 374,320 $76.8M 15.03% +13,593 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,001 shares; 2024Q4: 115,575 shares; 2025Q1: 121,189 shares; 2025Q2: 120,887 shares 120,887 $53M 10.37% -302 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,758 shares; 2024Q4: 607,869 shares; 2025Q1: 608,762 shares; 2025Q2: 607,723 shares 607,723 $50.7M 9.93% -1,039 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,670 shares; 2024Q4: 450,432 shares; 2025Q1: 452,957 shares; 2025Q2: 451,681 shares 451,681 $35.8M 7.01% -1,276 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,032 shares; 2024Q4: 100,100 shares; 2025Q1: 99,955 shares; 2025Q2: 100,272 shares 100,272 $27.8M 5.43% +317 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,550 shares; 2024Q4: 123,491 shares; 2025Q1: 123,659 shares; 2025Q2: 124,223 shares 124,223 $24.2M 4.74% +564 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,181 shares; 2024Q4: 39,181 shares; 2025Q1: 37,264 shares; 2025Q2: 34,673 shares 34,673 $21.4M 4.19% -2,591 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,741 shares; 2024Q4: 380,010 shares; 2025Q1: 384,857 shares; 2025Q2: 383,581 shares 383,581 $19.3M 3.77% -1,276 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,999 shares; 2024Q4: 141,999 shares; 2025Q1: 141,533 shares; 2025Q2: 141,392 shares 141,392 $12.6M 2.47% -141 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,614 shares; 2024Q4: 29,165 shares; 2025Q1: 28,733 shares; 2025Q2: 28,333 shares 28,333 $12M 2.35% -400 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,533 shares; 2024Q4: 106,533 shares; 2025Q1: 106,534 shares; 2025Q2: 106,225 shares 106,225 $9.97M 1.95% -309 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,876 shares; 2024Q4: 134,654 shares; 2025Q1: 137,959 shares; 2025Q2: 140,942 shares 140,942 $8.43M 1.65% +2,983 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,917 shares; 2024Q4: 46,797 shares; 2025Q1: 46,797 shares; 2025Q2: 46,771 shares 46,771 $7.69M 1.51% -26 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,458 shares; 2024Q4: 31,458 shares; 2025Q1: 31,458 shares; 2025Q2: 31,458 shares 31,458 $7.56M 1.48% 0 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,959 shares; 2024Q4: 127,959 shares; 2025Q1: 127,960 shares; 2025Q2: 127,938 shares 127,938 $5.37M 1.05% -22 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,237 shares; 2024Q4: 58,237 shares; 2025Q1: 58,249 shares; 2025Q2: 58,334 shares 58,334 $2.89M 0.56% +85 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,868 shares; 2024Q4: 31,148 shares; 2025Q1: 31,185 shares; 2025Q2: 31,069 shares 31,069 $2.61M 0.51% -116 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,612 shares; 2024Q4: 40,612 shares; 2025Q1: 40,612 shares; 2025Q2: 40,612 shares 40,612 $1.86M 0.36% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,990 shares; 2024Q4: 71,077 shares; 2025Q1: 72,649 shares; 2025Q2: 73,480 shares 73,480 $1.62M 0.32% +831 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 12,301 shares; 2025Q1: 11,861 shares; 2025Q2: 11,514 shares 11,514 $1.26M 0.25% -347 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,031 shares; 2024Q4: 9,002 shares; 2025Q1: 8,728 shares; 2025Q2: 8,592 shares 8,592 $1.19M 0.23% -136 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,502 shares; 2025Q1: 3,652 shares; 2025Q2: 3,780 shares 3,780 $1.15M 0.22% +128 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 11,806 shares; 2025Q1: 11,806 shares; 2025Q2: 11,806 shares 11,806 $1.12M 0.22% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,895 shares; 2025Q1: 2,044 shares; 2025Q2: 2,069 shares 2,069 $1.03M 0.2% +25 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,233 shares; 2025Q1: 1,261 shares; 2025Q2: 1,319 shares 1,319 $974K 0.19% +58 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 7,147 shares; 2025Q1: 7,218 shares; 2025Q2: 7,210 shares 7,210 $927K 0.18% -8 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 4,522 shares; 2025Q1: 4,992 shares; 2025Q2: 5,502 shares 5,502 $869K 0.17% +510 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,861 shares; 2024Q4: 7,861 shares; 2025Q1: 7,846 shares; 2025Q2: 7,884 shares 7,884 $752K 0.15% +38 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,698 shares; 2024Q4: 6,698 shares; 2025Q1: 6,698 shares; 2025Q2: 6,703 shares 6,703 $642K 0.13% +5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 941 shares; 2025Q1: 965 shares; 2025Q2: 1,038 shares 1,038 $504K 0.1% +73 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,577 shares; 2024Q4: 7,577 shares; 2025Q1: 7,585 shares; 2025Q2: 7,584 shares 7,584 $497K 0.1% -1 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,575 shares; 2024Q4: 6,575 shares; 2025Q1: 6,575 shares; 2025Q2: 6,421 shares 6,421 $467K 0.09% -154 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,569 shares; 2025Q1: 1,798 shares; 2025Q2: 2,050 shares 2,050 $450K 0.09% +252 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 5,208 shares; 2025Q1: 5,208 shares; 2025Q2: 5,208 shares 5,208 $432K 0.08% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 11,591 shares; 2025Q1: 13,401 shares; 2025Q2: 14,477 shares 14,477 $423K 0.08% +1,076 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 4,371 shares; 2025Q1: 4,381 shares; 2025Q2: 4,600 shares 4,600 $419K 0.08% +219 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 11,079 shares; 2025Q1: 12,759 shares; 2025Q2: 14,112 shares 14,112 $390K 0.08% +1,353 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 3,059 shares; 2025Q1: 3,233 shares; 2025Q2: 3,511 shares 3,511 $348K 0.07% +278 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,602 shares; 2025Q2: 1,645 shares 1,645 $292K 0.06% +43 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,807 shares 2,807 $273K 0.05% +7 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 986 shares 986 $272K 0.05% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,876 shares; 2025Q1: 3,876 shares; 2025Q2: 3,876 shares 3,876 $264K 0.05% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares 274 $245K 0.05% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,008 shares; 2025Q1: 4,008 shares; 2025Q2: 4,008 shares 4,008 $236K 0.05% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares 811 $235K 0.05% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares 2,630 $234K 0.05% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares 1,152 $203K 0.04% new Timeline