SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 824,871 shares; 2025Q1: 731,407 shares; 2025Q2: 730,748 shares; 2025Q3: 708,445 shares; 2025Q4: 708,945 shares; 2026Q1: 746,881 shares 746,881 $22.9M 10.27% +37,936 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: not loaded; 2024Q4: 119,308 shares; 2025Q1: 99,985 shares; 2025Q2: 103,564 shares; 2025Q3: 105,928 shares; 2025Q4: 106,615 shares; 2026Q1: 112,987 shares 112,987 $22.2M 9.94% +6,372 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 180,902 shares; 2025Q1: 197,970 shares; 2025Q2: 198,911 shares; 2025Q3: 198,895 shares; 2025Q4: 197,068 shares; 2026Q1: 194,373 shares 194,373 $21.3M 9.56% -2,695 Timeline IWN 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 loaded; 2024Q4: not reported; 2025Q1: 99,908 shares; 2025Q2: 95,946 shares; 2025Q3: 96,562 shares; 2025Q4: 96,324 shares; 2026Q1: 96,411 shares 96,411 $18.3M 8.19% +87 Timeline IUSB 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 loaded; 2024Q4: 258,017 shares; 2025Q1: 281,553 shares; 2025Q2: 287,827 shares; 2025Q3: 312,653 shares; 2025Q4: 315,935 shares; 2026Q1: 325,786 shares 325,786 $15M 6.75% +9,851 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,240 shares; 2025Q1: 47,026 shares; 2025Q2: 48,858 shares; 2025Q3: 53,550 shares; 2025Q4: 106,774 shares; 2026Q1: 107,282 shares 107,282 $14.3M 6.39% +508 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 347,392 shares; 2025Q1: 445,489 shares; 2025Q2: 446,208 shares; 2025Q3: 445,448 shares; 2025Q4: 443,756 shares; 2026Q1: 439,270 shares 439,270 $12.8M 5.74% -4,486 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,707 shares; 2025Q1: 90,203 shares; 2025Q2: 92,583 shares; 2025Q3: 102,246 shares; 2025Q4: 104,259 shares; 2026Q1: 113,270 shares 113,270 $11.4M 5.11% +9,011 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182,240 shares; 2025Q1: 188,945 shares; 2025Q2: 171,084 shares; 2025Q3: 161,959 shares; 2025Q4: 170,502 shares; 2026Q1: 186,607 shares 186,607 $10.9M 4.9% +16,105 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115,955 shares; 2025Q1: 115,882 shares; 2025Q2: 112,762 shares; 2025Q3: 108,498 shares; 2025Q4: 106,846 shares; 2026Q1: 103,734 shares 103,734 $10.2M 4.55% -3,112 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,081 shares; 2025Q1: 191,884 shares; 2025Q2: 195,143 shares; 2025Q3: 199,853 shares; 2025Q4: 193,914 shares; 2026Q1: 192,761 shares 192,761 $8.77M 3.93% -1,153 Timeline VB 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: not loaded; 2024Q4: 33,266 shares; 2025Q1: 33,405 shares; 2025Q2: 32,742 shares; 2025Q3: 32,691 shares; 2025Q4: 32,646 shares; 2026Q1: 32,331 shares 32,331 $8.47M 3.8% -315 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,157 shares; 2025Q1: 28,098 shares; 2025Q2: 27,324 shares; 2025Q3: 27,712 shares; 2025Q4: 27,395 shares; 2026Q1: 27,639 shares 27,639 $6M 2.69% +244 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: not loaded; 2024Q4: 11,156 shares; 2025Q1: 10,976 shares; 2025Q2: 14,469 shares; 2025Q3: 17,154 shares; 2025Q4: 17,075 shares; 2026Q1: 17,609 shares 17,609 $5.65M 2.53% +534 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: not loaded; 2024Q4: 17,164 shares; 2025Q1: 17,611 shares; 2025Q2: 17,598 shares; 2025Q3: 17,254 shares; 2025Q4: 17,262 shares; 2026Q1: 17,368 shares 17,368 $2.57M 1.15% +106 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 38,025 shares; 2025Q2: 109,528 shares; 2025Q3: 112,113 shares; 2025Q4: 108,993 shares; 2026Q1: 105,828 shares 105,828 $2.57M 1.15% -3,165 Timeline VDE 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: not loaded; 2024Q4: 14,832 shares; 2025Q1: 14,917 shares; 2025Q2: 13,724 shares; 2025Q3: 13,585 shares; 2025Q4: 13,452 shares; 2026Q1: 14,424 shares 14,424 $2.5M 1.12% +972 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,677 shares; 2025Q1: 6,694 shares; 2025Q2: 7,426 shares; 2025Q3: 8,761 shares; 2025Q4: 12,116 shares; 2026Q1: 12,816 shares 12,816 $2.36M 1.06% +700 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,618 shares; 2025Q1: 41,618 shares; 2025Q2: 38,901 shares; 2025Q3: 39,851 shares; 2025Q4: 40,851 shares; 2026Q1: 41,001 shares 41,001 $1.83M 0.82% +150 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: not loaded; 2024Q4: 3,014 shares; 2025Q1: 3,004 shares; 2025Q2: 2,932 shares; 2025Q3: 2,992 shares; 2025Q4: 2,992 shares; 2026Q1: 2,992 shares 2,992 $1.73M 0.77% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,190 shares; 2025Q1: 18,490 shares; 2025Q2: 18,190 shares; 2025Q3: 17,190 shares; 2025Q4: 17,860 shares; 2026Q1: 19,360 shares 19,360 $1.53M 0.69% +1,500 Timeline IDV 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 loaded; 2024Q4: 37,411 shares; 2025Q1: 36,045 shares; 2025Q2: 37,345 shares; 2025Q3: 36,245 shares; 2025Q4: 36,245 shares; 2026Q1: 35,195 shares 35,195 $1.5M 0.67% -1,050 Timeline DGRO 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 loaded; 2024Q4: 22,355 shares; 2025Q1: 22,855 shares; 2025Q2: 22,855 shares; 2025Q3: 20,856 shares; 2025Q4: 20,856 shares; 2026Q1: 18,106 shares 18,106 $1.27M 0.57% -2,750 Timeline IVV 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 loaded; 2024Q4: 29,171 shares; 2025Q1: 1,261 shares; 2025Q2: 1,961 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,928 shares 1,928 $1.26M 0.56% -50 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,046 shares; 2025Q1: 17,846 shares; 2025Q2: 16,634 shares; 2025Q3: 17,334 shares; 2025Q4: 17,334 shares; 2026Q1: 17,759 shares 17,759 $1.05M 0.47% +425 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,126 shares; 2025Q1: 3,332 shares; 2025Q2: 5,706 shares; 2025Q3: 7,117 shares; 2025Q4: 7,119 shares; 2026Q1: 7,119 shares 7,119 $984K 0.44% 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: not loaded; 2024Q4: 2,594 shares; 2025Q1: 2,420 shares; 2025Q2: 2,345 shares; 2025Q3: 1,613 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $941K 0.42% 0 Timeline VHT 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: not loaded; 2024Q4: 3,845 shares; 2025Q1: 3,695 shares; 2025Q2: 3,695 shares; 2025Q3: 3,870 shares; 2025Q4: 3,760 shares; 2026Q1: 3,435 shares 3,435 $935K 0.42% -325 Timeline IWM 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 loaded; 2024Q4: 3,201 shares; 2025Q1: 3,210 shares; 2025Q2: 3,110 shares; 2025Q3: 3,213 shares; 2025Q4: 3,707 shares; 2026Q1: 3,707 shares 3,707 $919K 0.41% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 2,185 shares; 2025Q4: 2,185 shares; 2026Q1: 2,185 shares 2,185 $890K 0.4% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,101 shares; 2026Q1: 15,649 shares 15,649 $864K 0.39% +9,548 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: not loaded; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 1,705 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,912 shares 1,912 $835K 0.37% +107 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: not loaded; 2024Q4: 3,182 shares; 2025Q1: 3,122 shares; 2025Q2: 3,347 shares; 2025Q3: 3,347 shares; 2025Q4: 3,347 shares; 2026Q1: 3,247 shares 3,247 $676K 0.3% -100 Timeline VFH 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: not loaded; 2024Q4: 3,226 shares; 2025Q1: 3,253 shares; 2025Q2: 3,609 shares; 2025Q3: 4,910 shares; 2025Q4: 4,912 shares; 2026Q1: 4,912 shares 4,912 $593K 0.27% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $516K 0.23% 0 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: not loaded; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 510 shares; 2025Q4: 490 shares; 2026Q1: 501 shares 501 $499K 0.22% +11 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 833 shares; 2025Q3: 783 shares; 2025Q4: 750 shares; 2026Q1: 751 shares 751 $489K 0.22% +1 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,593 shares; 2025Q1: 9,596 shares; 2025Q2: 11,601 shares; 2025Q3: 11,052 shares; 2025Q4: 11,054 shares; 2026Q1: 10,104 shares 10,104 $488K 0.22% -950 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,712 shares; 2025Q1: 5,529 shares; 2025Q2: 5,453 shares; 2025Q3: 3,346 shares; 2025Q4: 3,196 shares; 2026Q1: 2,800 shares 2,800 $467K 0.21% -396 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 loaded; 2024Q4: 3,612 shares; 2025Q1: 3,612 shares; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,612 shares; 2026Q1: 3,612 shares 3,612 $449K 0.2% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,174 shares; 2025Q1: 13,374 shares; 2025Q2: 13,374 shares; 2025Q3: 8,161 shares; 2025Q4: 7,561 shares; 2026Q1: 7,561 shares 7,561 $409K 0.18% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,820 shares; 2025Q1: 1,824 shares; 2025Q2: 1,828 shares; 2025Q3: 1,832 shares; 2025Q4: 1,835 shares; 2026Q1: 1,839 shares 1,839 $395K 0.18% +4 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,064 shares; 2025Q1: 2,571 shares; 2025Q2: 2,577 shares; 2025Q3: 1,574 shares; 2025Q4: 1,478 shares; 2026Q1: 1,479 shares 1,479 $358K 0.16% +1 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,557 shares; 2025Q1: 2,906 shares; 2025Q2: 2,681 shares; 2025Q3: 1,553 shares; 2025Q4: 1,553 shares; 2026Q1: 1,453 shares 1,453 $316K 0.14% -100 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,122 shares; 2025Q1: 6,122 shares; 2025Q2: 6,133 shares; 2025Q3: 6,133 shares; 2025Q4: 6,199 shares; 2026Q1: 6,199 shares 6,199 $303K 0.14% 0 Timeline RDIV 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: not loaded; 2024Q4: 5,087 shares; 2025Q1: 5,129 shares; 2025Q2: 5,169 shares; 2025Q3: 5,213 shares; 2025Q4: 5,256 shares; 2026Q1: 5,298 shares 5,298 $294K 0.13% +42 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: not loaded; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 721 shares; 2026Q1: 781 shares 781 $290K 0.13% +60 Timeline 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 loaded; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: not reported; 2025Q3: 2,967 shares; 2025Q4: 2,967 shares; 2026Q1: 2,868 shares 2,868 $284K 0.13% -99 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,446 shares; 2025Q1: 2,853 shares; 2025Q2: 2,827 shares; 2025Q3: 2,883 shares; 2025Q4: 2,888 shares; 2026Q1: 3,195 shares 3,195 $283K 0.13% +307 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 loaded; 2024Q4: 2,537 shares; 2025Q1: 2,275 shares; 2025Q2: 2,432 shares; 2025Q3: 1,782 shares; 2025Q4: 1,664 shares; 2026Q1: 1,666 shares 1,666 $282K 0.13% +2 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,538 shares; 2025Q1: 3,919 shares; 2025Q2: 3,775 shares; 2025Q3: 2,931 shares; 2025Q4: 2,937 shares; 2026Q1: 2,818 shares 2,818 $272K 0.12% -119 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 999 shares; 2025Q1: 1,002 shares; 2025Q2: 803 shares; 2025Q3: 804 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $249K 0.11% 0 Timeline VDC 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: not loaded; 2024Q4: 1,206 shares; 2025Q1: 1,175 shares; 2025Q2: 1,144 shares; 2025Q3: 1,067 shares; 2025Q4: 1,069 shares; 2026Q1: 1,072 shares 1,072 $240K 0.11% +3 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: not loaded; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 641 shares 641 $237K 0.11% 0 Timeline