AGG 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: not reported; 2024Q4: 262,503 shares; 2025Q1: 445,884 shares; 2025Q2: 516,514 shares; 2025Q3: 557,327 shares; 2025Q4: 575,381 shares 575,381 $57.5M 19.83% +18,054 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,275 shares; 2024Q4: 111,911 shares; 2025Q1: 113,283 shares; 2025Q2: 115,828 shares; 2025Q3: 115,148 shares; 2025Q4: 113,332 shares 113,332 $55.3M 19.08% -1,816 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,050 shares; 2024Q4: 247,685 shares; 2025Q1: 249,961 shares; 2025Q2: 254,993 shares; 2025Q3: 260,601 shares; 2025Q4: 263,681 shares 263,681 $50.4M 17.38% +3,080 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,099 shares; 2024Q4: 374,142 shares; 2025Q1: 407,236 shares; 2025Q2: 416,111 shares; 2025Q3: 425,737 shares; 2025Q4: 426,734 shares 426,734 $20M 6.89% +997 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,162 shares; 2024Q4: 27,908 shares; 2025Q1: 28,080 shares; 2025Q2: 29,860 shares; 2025Q3: 30,177 shares; 2025Q4: 30,234 shares 30,234 $18.6M 6.41% +57 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: 22,876 shares; 2024Q4: 23,061 shares; 2025Q1: 24,894 shares; 2025Q2: 26,374 shares; 2025Q3: 26,714 shares; 2025Q4: 26,643 shares 26,643 $12.9M 4.45% -71 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: 42,040 shares; 2024Q4: 42,042 shares; 2025Q1: 42,602 shares; 2025Q2: 41,643 shares; 2025Q3: 41,813 shares; 2025Q4: 41,068 shares 41,068 $12.9M 4.44% -745 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,353 shares; 2024Q4: 242,672 shares; 2025Q1: 294,560 shares; 2025Q2: 324,821 shares; 2025Q3: 349,238 shares; 2025Q4: 363,144 shares 363,144 $12.8M 4.4% +13,906 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: 36,022 shares; 2024Q4: 35,538 shares; 2025Q1: 35,515 shares; 2025Q2: 33,967 shares; 2025Q3: 34,553 shares; 2025Q4: 33,751 shares 33,751 $9.18M 3.17% -802 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: 29,444 shares; 2024Q4: 29,613 shares; 2025Q1: 29,403 shares; 2025Q2: 29,463 shares; 2025Q3: 29,785 shares; 2025Q4: 29,948 shares 29,948 $6.91M 2.39% +163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,518 shares; 2024Q4: 48,961 shares; 2025Q1: 47,690 shares; 2025Q2: 45,683 shares; 2025Q3: 45,113 shares; 2025Q4: 44,634 shares 44,634 $6.41M 2.21% -479 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: 8,909 shares; 2024Q4: 8,781 shares; 2025Q1: 8,986 shares; 2025Q2: 9,075 shares; 2025Q3: 8,750 shares; 2025Q4: 8,805 shares 8,805 $4.43M 1.53% +55 Timeline IMCG 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: 36,463 shares; 2024Q4: 43,248 shares; 2025Q1: 46,526 shares; 2025Q2: 50,816 shares; 2025Q3: 53,226 shares; 2025Q4: 54,252 shares 54,252 $4.33M 1.49% +1,026 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,723 shares; 2024Q4: 30,730 shares; 2025Q1: 30,830 shares; 2025Q2: 30,859 shares; 2025Q3: 31,186 shares; 2025Q4: 31,480 shares 31,480 $3.15M 1.09% +294 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: 7,424 shares; 2024Q4: 7,275 shares; 2025Q1: 7,351 shares; 2025Q2: 7,683 shares; 2025Q3: 7,796 shares; 2025Q4: 7,959 shares 7,959 $1.48M 0.51% +163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,840 shares; 2024Q4: 93,840 shares; 2025Q1: 100,840 shares; 2025Q2: 100,840 shares; 2025Q3: 118,840 shares; 2025Q4: 118,840 shares 118,840 $1.48M 0.51% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares 2,158 $1.42M 0.49% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 2,557 shares; 2025Q1: 2,397 shares; 2025Q2: 2,481 shares; 2025Q3: 2,640 shares; 2025Q4: 2,710 shares 2,710 $1.22M 0.42% +70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,059 shares; 2025Q3: 1,407 shares; 2025Q4: 1,408 shares 1,408 $1.21M 0.42% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 10,864 shares; 2025Q1: 10,864 shares; 2025Q2: 10,864 shares; 2025Q3: 10,864 shares; 2025Q4: 10,864 shares 10,864 $866K 0.3% 0 Timeline GOOG 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: 5,926 shares; 2024Q4: 5,926 shares; 2025Q1: 4,786 shares; 2025Q2: 2,766 shares; 2025Q3: 2,700 shares; 2025Q4: 2,703 shares 2,703 $848K 0.29% +3 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,423 shares; 2024Q4: 9,699 shares; 2025Q1: 8,922 shares; 2025Q2: 8,210 shares; 2025Q3: 8,160 shares; 2025Q4: 7,944 shares 7,944 $669K 0.23% -216 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,872 shares; 2025Q3: 2,926 shares; 2025Q4: 2,510 shares 2,510 $545K 0.19% -416 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 5,796 shares; 2025Q2: 6,169 shares; 2025Q3: 6,577 shares; 2025Q4: 6,947 shares 6,947 $535K 0.18% +370 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 674 shares; 2025Q4: 674 shares 674 $508K 0.18% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $461K 0.16% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,265 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,155 shares; 2025Q4: 2,055 shares 2,055 $452K 0.16% -100 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,198 shares; 2025Q4: 1,284 shares 1,284 $450K 0.16% +86 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares 641 $402K 0.14% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 1,990 shares; 2025Q1: 1,992 shares; 2025Q2: 1,894 shares; 2025Q3: 1,783 shares; 2025Q4: 1,784 shares 1,784 $369K 0.13% +1 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: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares 1,090 $365K 0.13% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,793 shares; 2025Q4: 1,793 shares 1,793 $323K 0.11% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,389 shares; 2025Q1: 1,243 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,055 shares 1,055 $279K 0.1% -75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 771 shares; 2025Q4: 846 shares 846 $277K 0.1% +75 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 3,970 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares 3,970 $258K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 739 shares 739 $238K 0.08% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 983 shares 983 $211K 0.07% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,543 shares 2,543 $206K 0.07% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,056 shares; 2024Q4: 13,056 shares; 2025Q1: 13,056 shares; 2025Q2: 13,156 shares; 2025Q3: 13,156 shares; 2025Q4: 13,156 shares 13,156 $123K 0.04% 0 Timeline