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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,085 shares; 2024Q4: 637,776 shares; 2025Q1: 637,582 shares; 2025Q2: 640,266 shares; 2025Q3: 642,107 shares 642,107 $120M 20.87% +1,841 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: 346,180 shares; 2024Q4: 360,273 shares; 2025Q1: 360,727 shares; 2025Q2: 374,320 shares; 2025Q3: 375,506 shares 375,506 $95.6M 16.66% +1,186 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,001 shares; 2024Q4: 115,575 shares; 2025Q1: 121,189 shares; 2025Q2: 120,887 shares; 2025Q3: 143,765 shares 143,765 $69M 12.02% +22,878 Timeline IEFA 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: 596,758 shares; 2024Q4: 607,869 shares; 2025Q1: 608,762 shares; 2025Q2: 607,723 shares; 2025Q3: 609,390 shares 609,390 $53.2M 9.27% +1,667 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,670 shares; 2024Q4: 450,432 shares; 2025Q1: 452,957 shares; 2025Q2: 451,681 shares; 2025Q3: 456,705 shares 456,705 $40.7M 7.09% +5,024 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,032 shares; 2024Q4: 100,100 shares; 2025Q1: 99,955 shares; 2025Q2: 100,272 shares; 2025Q3: 100,633 shares 100,633 $30M 5.22% +361 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,550 shares; 2024Q4: 123,491 shares; 2025Q1: 123,659 shares; 2025Q2: 124,223 shares; 2025Q3: 124,278 shares 124,278 $25.9M 4.52% +55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,181 shares; 2024Q4: 39,181 shares; 2025Q1: 37,264 shares; 2025Q2: 34,673 shares; 2025Q3: 34,863 shares 34,863 $23.2M 4.05% +190 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,741 shares; 2024Q4: 380,010 shares; 2025Q1: 384,857 shares; 2025Q2: 383,581 shares; 2025Q3: 399,483 shares 399,483 $20.2M 3.53% +15,902 Timeline EFA 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: 141,999 shares; 2024Q4: 141,999 shares; 2025Q1: 141,533 shares; 2025Q2: 141,392 shares; 2025Q3: 141,392 shares 141,392 $13.2M 2.3% 0 Timeline IWF 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: 33,614 shares; 2024Q4: 29,165 shares; 2025Q1: 28,733 shares; 2025Q2: 28,333 shares; 2025Q3: 28,045 shares 28,045 $13.1M 2.29% -288 Timeline USMV 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: 106,533 shares; 2024Q4: 106,533 shares; 2025Q1: 106,534 shares; 2025Q2: 106,225 shares; 2025Q3: 106,470 shares 106,470 $10.1M 1.77% +245 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,876 shares; 2024Q4: 134,654 shares; 2025Q1: 137,959 shares; 2025Q2: 140,942 shares; 2025Q3: 147,322 shares 147,322 $8.84M 1.54% +6,380 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,917 shares; 2024Q4: 46,797 shares; 2025Q1: 46,797 shares; 2025Q2: 46,771 shares; 2025Q3: 46,668 shares 46,668 $8.15M 1.42% -103 Timeline MTUM 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: 31,458 shares; 2024Q4: 31,458 shares; 2025Q1: 31,458 shares; 2025Q2: 31,458 shares; 2025Q3: 31,458 shares 31,458 $8.07M 1.41% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,959 shares; 2024Q4: 127,959 shares; 2025Q1: 127,960 shares; 2025Q2: 127,938 shares; 2025Q3: 127,031 shares 127,031 $5.47M 0.95% -907 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,237 shares; 2024Q4: 58,237 shares; 2025Q1: 58,249 shares; 2025Q2: 58,334 shares; 2025Q3: 58,371 shares 58,371 $3.16M 0.55% +37 Timeline EFAV 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: 30,868 shares; 2024Q4: 31,148 shares; 2025Q1: 31,185 shares; 2025Q2: 31,069 shares; 2025Q3: 29,833 shares 29,833 $2.53M 0.44% -1,236 Timeline IMTM 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: 40,612 shares; 2024Q4: 40,612 shares; 2025Q1: 40,612 shares; 2025Q2: 40,612 shares; 2025Q3: 40,612 shares 40,612 $1.94M 0.34% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,990 shares; 2024Q4: 71,077 shares; 2025Q1: 72,649 shares; 2025Q2: 73,480 shares; 2025Q3: 73,348 shares 73,348 $1.71M 0.3% -132 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: 4,676 shares; 2024Q4: 4,522 shares; 2025Q1: 4,992 shares; 2025Q2: 5,502 shares; 2025Q3: 7,343 shares 7,343 $1.37M 0.24% +1,841 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 12,301 shares; 2025Q1: 11,861 shares; 2025Q2: 11,514 shares; 2025Q3: 11,506 shares 11,506 $1.36M 0.24% -8 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: 3,298 shares; 2024Q4: 3,502 shares; 2025Q1: 3,652 shares; 2025Q2: 3,780 shares; 2025Q3: 3,986 shares 3,986 $1.31M 0.23% +206 Timeline IWP 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: 9,031 shares; 2024Q4: 9,002 shares; 2025Q1: 8,728 shares; 2025Q2: 8,592 shares; 2025Q3: 8,392 shares 8,392 $1.2M 0.21% -200 Timeline IUSV 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: 11,806 shares; 2024Q4: 11,806 shares; 2025Q1: 11,806 shares; 2025Q2: 11,806 shares; 2025Q3: 11,806 shares 11,806 $1.18M 0.21% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,895 shares; 2025Q1: 2,044 shares; 2025Q2: 2,069 shares; 2025Q3: 2,248 shares 2,248 $1.16M 0.2% +179 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,233 shares; 2025Q1: 1,261 shares; 2025Q2: 1,319 shares; 2025Q3: 1,501 shares 1,501 $1.1M 0.19% +182 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 7,147 shares; 2025Q1: 7,218 shares; 2025Q2: 7,210 shares; 2025Q3: 7,478 shares 7,478 $1.03M 0.18% +268 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,861 shares; 2024Q4: 7,861 shares; 2025Q1: 7,846 shares; 2025Q2: 7,884 shares; 2025Q3: 7,884 shares 7,884 $749K 0.13% 0 Timeline IEF 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: 6,698 shares; 2024Q4: 6,698 shares; 2025Q1: 6,698 shares; 2025Q2: 6,703 shares; 2025Q3: 6,728 shares 6,728 $649K 0.11% +25 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: 1,577 shares; 2024Q4: 1,569 shares; 2025Q1: 1,798 shares; 2025Q2: 2,050 shares; 2025Q3: 2,898 shares 2,898 $636K 0.11% +848 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: 958 shares; 2024Q4: 941 shares; 2025Q1: 965 shares; 2025Q2: 1,038 shares; 2025Q3: 1,190 shares 1,190 $598K 0.1% +152 Timeline IVV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares 833 $558K 0.1% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,577 shares; 2024Q4: 7,577 shares; 2025Q1: 7,585 shares; 2025Q2: 7,584 shares; 2025Q3: 7,584 shares 7,584 $526K 0.09% 0 Timeline SCZ 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: 6,575 shares; 2024Q4: 6,575 shares; 2025Q1: 6,575 shares; 2025Q2: 6,421 shares; 2025Q3: 6,295 shares 6,295 $483K 0.08% -126 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 11,591 shares; 2025Q1: 13,401 shares; 2025Q2: 14,477 shares; 2025Q3: 14,207 shares 14,207 $453K 0.08% -270 Timeline AVGO BROADCOM INC More: the full row for BROADCOM 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: 986 shares; 2025Q3: 1,314 shares 1,314 $434K 0.08% +328 Timeline SHY 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: 5,115 shares; 2024Q4: 5,208 shares; 2025Q1: 5,208 shares; 2025Q2: 5,208 shares; 2025Q3: 5,208 shares 5,208 $432K 0.08% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 4,371 shares; 2025Q1: 4,381 shares; 2025Q2: 4,600 shares; 2025Q3: 4,302 shares 4,302 $428K 0.07% -298 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 11,079 shares; 2025Q1: 12,759 shares; 2025Q2: 14,112 shares; 2025Q3: 14,090 shares 14,090 $410K 0.07% -22 Timeline GOOG 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: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,602 shares; 2025Q2: 1,645 shares; 2025Q3: 1,646 shares 1,646 $401K 0.07% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,807 shares; 2025Q3: 2,925 shares 2,925 $392K 0.07% +118 Timeline AGG 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: 2,520 shares; 2024Q4: 3,059 shares; 2025Q1: 3,233 shares; 2025Q2: 3,511 shares; 2025Q3: 3,629 shares 3,629 $364K 0.06% +118 Timeline TSLA TESLA INC More: the full row for TESLA 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: not reported; 2025Q3: 762 shares 762 $339K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 1,010 shares 1,010 $319K 0.06% +199 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 280 shares 280 $302K 0.05% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares 1,152 $280K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares 1,391 $258K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,876 shares; 2025Q1: 3,876 shares; 2025Q2: 3,876 shares; 2025Q3: 3,392 shares 3,392 $245K 0.04% -484 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares 2,630 $240K 0.04% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP 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: not reported; 2025Q3: 846 shares 846 $238K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,008 shares; 2025Q1: 4,008 shares; 2025Q2: 4,008 shares; 2025Q3: 4,008 shares 4,008 $236K 0.04% 0 Timeline SCHC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,624 shares 4,624 $210K 0.04% new Timeline