VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,132 shares; 2024Q4: 211,972 shares; 2025Q1: 225,103 shares; 2025Q2: 218,984 shares; 2025Q3: 229,263 shares; 2025Q4: 238,010 shares 238,010 $73.6M 37.51% +8,747 Timeline VEU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,431 shares; 2024Q4: 692,296 shares; 2025Q1: 730,944 shares; 2025Q2: 750,406 shares; 2025Q3: 769,900 shares; 2025Q4: 795,236 shares 795,236 $58.5M 29.83% +25,336 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: 21,936 shares; 2024Q4: 21,802 shares; 2025Q1: 21,544 shares; 2025Q2: 24,555 shares; 2025Q3: 23,712 shares; 2025Q4: 23,712 shares 23,712 $14.9M 7.58% 0 Timeline IVV 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: 13,082 shares; 2024Q4: 12,846 shares; 2025Q1: 12,763 shares; 2025Q2: 12,817 shares; 2025Q3: 12,492 shares; 2025Q4: 12,399 shares 12,399 $8.49M 4.33% -93 Timeline VSS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,998 shares; 2024Q4: 37,946 shares; 2025Q1: 39,992 shares; 2025Q2: 40,381 shares; 2025Q3: 39,376 shares; 2025Q4: 40,378 shares 40,378 $5.79M 2.95% +1,002 Timeline EFA 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: 62,858 shares; 2024Q4: 60,402 shares; 2025Q1: 59,629 shares; 2025Q2: 58,817 shares; 2025Q3: 58,316 shares; 2025Q4: 58,263 shares 58,263 $5.59M 2.85% -53 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: 13,638 shares; 2024Q4: 13,832 shares; 2025Q1: 17,103 shares; 2025Q2: 16,739 shares; 2025Q3: 15,710 shares; 2025Q4: 15,073 shares 15,073 $4.1M 2.09% -637 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,012 shares; 2024Q4: 122,012 shares; 2025Q1: 119,913 shares; 2025Q2: 118,752 shares; 2025Q3: 116,483 shares; 2025Q4: 126,843 shares 126,843 $3.41M 1.74% +10,360 Timeline VIOO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,737 shares; 2024Q4: 30,292 shares; 2025Q1: 32,683 shares; 2025Q2: 25,494 shares; 2025Q3: 26,517 shares; 2025Q4: 27,813 shares 27,813 $3.09M 1.57% +1,296 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: 2,897 shares; 2024Q4: 2,859 shares; 2025Q1: 2,991 shares; 2025Q2: 2,926 shares; 2025Q3: 3,210 shares; 2025Q4: 3,212 shares 3,212 $1.55M 0.79% +2 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,548 shares; 2024Q4: 24,417 shares; 2025Q1: 24,417 shares; 2025Q2: 24,417 shares; 2025Q3: 24,417 shares; 2025Q4: 24,710 shares 24,710 $1.54M 0.79% +293 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: 4,494 shares; 2024Q4: 4,494 shares; 2025Q1: 8,400 shares; 2025Q2: 7,360 shares; 2025Q3: 7,360 shares; 2025Q4: 7,346 shares 7,346 $1.37M 0.7% -14 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: 3,688 shares; 2024Q4: 3,442 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 3,722 shares 3,722 $1.25M 0.64% +280 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: 2,892 shares; 2024Q4: 3,152 shares; 2025Q1: 4,627 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,411 shares 4,411 $1.02M 0.52% -139 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS 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: 9,575 shares; 2025Q3: 9,506 shares; 2025Q4: 9,506 shares 9,506 $946K 0.48% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,020 shares; 2024Q4: 28,558 shares; 2025Q1: 28,558 shares; 2025Q2: 28,558 shares; 2025Q3: 28,556 shares; 2025Q4: 35,335 shares 35,335 $849K 0.43% +6,779 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: 2,309 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares 2,240 $701K 0.36% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,176 shares; 2024Q4: 236,627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,310 shares 9,310 $690K 0.35% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,899 shares; 2024Q4: 8,899 shares; 2025Q1: 8,899 shares; 2025Q2: 8,894 shares; 2025Q3: 15,444 shares; 2025Q4: 8,768 shares 8,768 $661K 0.34% -6,676 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: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,489 shares; 2025Q2: 1,347 shares; 2025Q3: 1,264 shares; 2025Q4: 1,262 shares 1,262 $616K 0.31% -2 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION 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: 4,044 shares; 2025Q4: 3,818 shares 3,818 $582K 0.3% -226 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,577 shares; 2025Q1: 3,706 shares; 2025Q2: 3,791 shares; 2025Q3: 3,953 shares; 2025Q4: 3,968 shares 3,968 $560K 0.29% +15 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,980 shares; 2024Q4: 19,444 shares; 2025Q1: 19,444 shares; 2025Q2: 19,444 shares; 2025Q3: 5,822 shares; 2025Q4: 6,096 shares 6,096 $489K 0.25% +274 Timeline TPG TPG INC More: the full row for TPG 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: 7,160 shares 7,160 $457K 0.23% new 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: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,341 shares 1,341 $421K 0.21% -69 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares 1,319 $407K 0.21% 0 Timeline IWM 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: 1,645 shares; 2024Q4: 1,634 shares; 2025Q1: 1,644 shares; 2025Q2: 1,645 shares; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares 1,644 $405K 0.21% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $379K 0.19% 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: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,147 shares 1,147 $370K 0.19% -64 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 1,174 shares 1,174 $348K 0.18% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,341 shares; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares 1,318 $340K 0.17% 0 Timeline IYW 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares 1,620 $323K 0.16% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,496 shares; 2024Q4: 8,734 shares; 2025Q1: 8,734 shares; 2025Q2: 8,734 shares; 2025Q3: 8,732 shares; 2025Q4: 9,764 shares 9,764 $278K 0.14% +1,032 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING CORP 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: 32,029 shares; 2025Q3: 29,229 shares; 2025Q4: 42,229 shares 42,229 $278K 0.14% +13,000 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,090 shares; 2024Q4: not reported; 2025Q1: 7,271 shares; 2025Q2: 7,271 shares; 2025Q3: 7,271 shares; 2025Q4: 8,388 shares 8,388 $275K 0.14% +1,117 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: 632 shares; 2024Q4: 632 shares; 2025Q1: 697 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 485 shares 485 $244K 0.12% -152 Timeline VO 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: 927 shares; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares 818 $237K 0.12% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 774 shares; 2025Q3: 613 shares; 2025Q4: 613 shares 613 $216K 0.11% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 329 shares; 2025Q4: 329 shares 329 $215K 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,914 shares 1,914 $213K 0.11% new Timeline GRVY GRAVITY CO LTD More: the full row for GRAVITY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,004 shares; 2025Q1: 5,500 shares; 2025Q2: 4,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $203K 0.1% 0 Timeline KURA KURA ONCOLOGY INC More: the full row for KURA ONCOLOGY 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: 12,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 12,000 shares 12,000 $125K 0.06% +2,000 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN 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: 20,000 shares; 2025Q4: 21,000 shares 21,000 $87.8K 0.04% +1,000 Timeline OTLK OUTLOOK THERAPEUTICS INC More: the full row for OUTLOOK THERAPEUTICS 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: 20,000 shares; 2025Q4: 20,000 shares 20,000 $31.6K 0.02% 0 Timeline