AGG 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: not reported; 2024Q4: 262,503 shares; 2025Q1: 445,884 shares; 2025Q2: 516,514 shares; 2025Q3: 557,327 shares; 2025Q4: 575,381 shares; 2026Q1: 575,869 shares 575,869 $57.2M 20.15% +488 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; 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; 2026Q1: 261,330 shares 261,330 $51.3M 18.08% -2,351 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; 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; 2026Q1: 117,062 shares 117,062 $51.1M 18.03% +3,730 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; 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; 2026Q1: 430,119 shares 430,119 $20.2M 7.11% +3,385 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; 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; 2026Q1: 31,405 shares 31,405 $18.1M 6.39% +1,171 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; 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; 2026Q1: 393,759 shares 393,759 $13.9M 4.91% +30,615 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: 42,040 shares; 2024Q4: 42,042 shares; 2025Q1: 42,602 shares; 2025Q2: 41,643 shares; 2025Q3: 41,813 shares; 2025Q4: 41,068 shares; 2026Q1: 39,933 shares 39,933 $11.5M 4.05% -1,135 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: 22,876 shares; 2024Q4: 23,061 shares; 2025Q1: 24,894 shares; 2025Q2: 26,374 shares; 2025Q3: 26,714 shares; 2025Q4: 26,643 shares; 2026Q1: 27,918 shares 27,918 $10.3M 3.64% +1,275 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: 36,022 shares; 2024Q4: 35,538 shares; 2025Q1: 35,515 shares; 2025Q2: 33,967 shares; 2025Q3: 34,553 shares; 2025Q4: 33,751 shares; 2026Q1: 38,171 shares 38,171 $9.69M 3.42% +4,420 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: 29,444 shares; 2024Q4: 29,613 shares; 2025Q1: 29,403 shares; 2025Q2: 29,463 shares; 2025Q3: 29,785 shares; 2025Q4: 29,948 shares; 2026Q1: 33,946 shares 33,946 $7.07M 2.49% +3,998 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; 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; 2026Q1: 41,721 shares 41,721 $6.18M 2.18% -2,913 Timeline IMCG 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: 36,463 shares; 2024Q4: 43,248 shares; 2025Q1: 46,526 shares; 2025Q2: 50,816 shares; 2025Q3: 53,226 shares; 2025Q4: 54,252 shares; 2026Q1: 59,306 shares 59,306 $4.67M 1.65% +5,054 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: 8,909 shares; 2024Q4: 8,781 shares; 2025Q1: 8,986 shares; 2025Q2: 9,075 shares; 2025Q3: 8,750 shares; 2025Q4: 8,805 shares; 2026Q1: 8,748 shares 8,748 $4.19M 1.48% -57 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; 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; 2026Q1: 31,707 shares 31,707 $2.98M 1.05% +227 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: 7,424 shares; 2024Q4: 7,275 shares; 2025Q1: 7,351 shares; 2025Q2: 7,683 shares; 2025Q3: 7,796 shares; 2025Q4: 7,959 shares; 2026Q1: 10,773 shares 10,773 $1.88M 0.66% +2,814 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; 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; 2026Q1: 1,645 shares 1,645 $1.64M 0.58% +237 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; 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; 2026Q1: 119,805 shares 119,805 $1.33M 0.47% +965 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares; 2026Q1: 2,242 shares 2,242 $1.28M 0.45% +84 Timeline GOOG 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: 5,926 shares; 2024Q4: 5,926 shares; 2025Q1: 4,786 shares; 2025Q2: 2,766 shares; 2025Q3: 2,700 shares; 2025Q4: 2,703 shares; 2026Q1: 2,942 shares 2,942 $844K 0.3% +239 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,235 shares 2,235 $831K 0.29% -475 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; 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; 2026Q1: 10,864 shares 10,864 $708K 0.25% 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; 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; 2026Q1: 6,947 shares 6,947 $539K 0.19% 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; 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; 2026Q1: 5,572 shares 5,572 $499K 0.18% -2,372 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,452 shares 2,452 $488K 0.17% -58 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; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 674 shares; 2025Q4: 674 shares; 2026Q1: 674 shares 674 $471K 0.17% 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: 1,988 shares; 2024Q4: 1,990 shares; 2025Q1: 1,992 shares; 2025Q2: 1,894 shares; 2025Q3: 1,783 shares; 2025Q4: 1,784 shares; 2026Q1: 1,839 shares 1,839 $450K 0.16% +55 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; 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; 2026Q1: 2,055 shares 2,055 $442K 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; 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; 2026Q1: 4,939 shares 4,939 $428K 0.15% +139 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,198 shares; 2025Q4: 1,284 shares; 2026Q1: 1,284 shares 1,284 $388K 0.14% 0 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; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 610 shares 610 $365K 0.13% -31 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: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090 $350K 0.12% 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; 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; 2026Q1: 1,579 shares 1,579 $342K 0.12% -214 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 771 shares; 2025Q4: 846 shares; 2026Q1: 846 shares 846 $298K 0.1% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 983 shares; 2026Q1: 1,290 shares 1,290 $262K 0.09% +307 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,155 shares 1,155 $239K 0.08% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,970 shares 3,970 $239K 0.08% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,787 shares 1,787 $222K 0.08% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 733 shares 733 $216K 0.08% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,201 shares 1,201 $204K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,543 shares; 2026Q1: 2,543 shares 2,543 $201K 0.07% 0 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; 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; 2026Q1: 13,156 shares 13,156 $114K 0.04% 0 Timeline