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: not reported; 2024Q4: 262,503 shares; 2025Q1: 445,884 shares; 2025Q2: 516,514 shares; 2025Q3: 557,327 shares 557,327 $55.9M 19.82% +40,813 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: 112,275 shares; 2024Q4: 111,911 shares; 2025Q1: 113,283 shares; 2025Q2: 115,828 shares; 2025Q3: 115,148 shares 115,148 $55.2M 19.59% -680 Timeline 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: 248,050 shares; 2024Q4: 247,685 shares; 2025Q1: 249,961 shares; 2025Q2: 254,993 shares; 2025Q3: 260,601 shares 260,601 $48.6M 17.24% +5,608 Timeline SPEM 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: 324,099 shares; 2024Q4: 374,142 shares; 2025Q1: 407,236 shares; 2025Q2: 416,111 shares; 2025Q3: 425,737 shares 425,737 $19.9M 7.07% +9,626 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,162 shares; 2024Q4: 27,908 shares; 2025Q1: 28,080 shares; 2025Q2: 29,860 shares; 2025Q3: 30,177 shares 30,177 $18.1M 6.43% +317 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: 22,876 shares; 2024Q4: 23,061 shares; 2025Q1: 24,894 shares; 2025Q2: 26,374 shares; 2025Q3: 26,714 shares 26,714 $13.8M 4.91% +340 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,353 shares; 2024Q4: 242,672 shares; 2025Q1: 294,560 shares; 2025Q2: 324,821 shares; 2025Q3: 349,238 shares 349,238 $11.8M 4.17% +24,417 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: 42,040 shares; 2024Q4: 42,042 shares; 2025Q1: 42,602 shares; 2025Q2: 41,643 shares; 2025Q3: 41,813 shares 41,813 $10.2M 3.6% +170 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: 36,022 shares; 2024Q4: 35,538 shares; 2025Q1: 35,515 shares; 2025Q2: 33,967 shares; 2025Q3: 34,553 shares 34,553 $8.8M 3.12% +586 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: 29,444 shares; 2024Q4: 29,613 shares; 2025Q1: 29,403 shares; 2025Q2: 29,463 shares; 2025Q3: 29,785 shares 29,785 $6.54M 2.32% +322 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,518 shares; 2024Q4: 48,961 shares; 2025Q1: 47,690 shares; 2025Q2: 45,683 shares; 2025Q3: 45,113 shares 45,113 $6.36M 2.26% -570 Timeline IMCG 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: 36,463 shares; 2024Q4: 43,248 shares; 2025Q1: 46,526 shares; 2025Q2: 50,816 shares; 2025Q3: 53,226 shares 53,226 $4.4M 1.56% +2,410 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: 8,909 shares; 2024Q4: 8,781 shares; 2025Q1: 8,986 shares; 2025Q2: 9,075 shares; 2025Q3: 8,750 shares 8,750 $4.4M 1.56% -325 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,723 shares; 2024Q4: 30,730 shares; 2025Q1: 30,830 shares; 2025Q2: 30,859 shares; 2025Q3: 31,186 shares 31,186 $2.98M 1.06% +327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares 2,158 $1.58M 0.56% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,840 shares; 2024Q4: 93,840 shares; 2025Q1: 100,840 shares; 2025Q2: 100,840 shares; 2025Q3: 118,840 shares 118,840 $1.52M 0.54% +18,000 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: 7,424 shares; 2024Q4: 7,275 shares; 2025Q1: 7,351 shares; 2025Q2: 7,683 shares; 2025Q3: 7,796 shares 7,796 $1.45M 0.52% +113 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,059 shares; 2025Q3: 1,407 shares 1,407 $1.3M 0.46% +348 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: 2,762 shares; 2024Q4: 2,557 shares; 2025Q1: 2,397 shares; 2025Q2: 2,481 shares; 2025Q3: 2,640 shares 2,640 $1.17M 0.42% +159 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 10,864 shares; 2025Q1: 10,864 shares; 2025Q2: 10,864 shares; 2025Q3: 10,864 shares 10,864 $1.02M 0.36% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,423 shares; 2024Q4: 9,699 shares; 2025Q1: 8,922 shares; 2025Q2: 8,210 shares; 2025Q3: 8,160 shares 8,160 $690K 0.24% -50 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: 5,926 shares; 2024Q4: 5,926 shares; 2025Q1: 4,786 shares; 2025Q2: 2,766 shares; 2025Q3: 2,700 shares 2,700 $658K 0.23% -66 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,872 shares; 2025Q3: 2,926 shares 2,926 $632K 0.22% +54 Timeline VGT 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: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 674 shares 674 $503K 0.18% +142 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,265 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,155 shares 2,155 $465K 0.16% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $457K 0.16% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 5,796 shares; 2025Q2: 6,169 shares; 2025Q3: 6,577 shares 6,577 $450K 0.16% +408 Timeline V VISA INC More: the full row for VISA 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: 1,198 shares 1,198 $409K 0.15% new Timeline 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: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares 641 $393K 0.14% 0 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: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares 1,090 $358K 0.13% 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: 1,988 shares; 2024Q4: 1,990 shares; 2025Q1: 1,992 shares; 2025Q2: 1,894 shares; 2025Q3: 1,783 shares 1,783 $331K 0.12% -111 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 3,970 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares 3,970 $287K 0.1% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,793 shares 1,793 $273K 0.1% -200 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,389 shares; 2025Q1: 1,243 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares 1,130 $268K 0.09% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 739 shares 739 $233K 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 771 shares 771 $218K 0.08% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX 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: 182 shares; 2025Q3: 177 shares 177 $212K 0.08% -5 Timeline FNWB FIRST NORTHWEST BANCORP More: the full row for FIRST NORTHWEST BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,056 shares; 2024Q4: 13,056 shares; 2025Q1: 13,056 shares; 2025Q2: 13,156 shares; 2025Q3: 13,156 shares 13,156 $104K 0.04% 0 Timeline