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; 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; 2026Q1: 240,752 shares 240,752 $71.1M 35.64% +2,742 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; 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; 2026Q1: 818,248 shares 818,248 $61.5M 30.83% +23,012 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: 21,936 shares; 2024Q4: 21,802 shares; 2025Q1: 21,544 shares; 2025Q2: 24,555 shares; 2025Q3: 23,712 shares; 2025Q4: 23,712 shares; 2026Q1: 24,134 shares 24,134 $14.4M 7.23% +422 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: 13,082 shares; 2024Q4: 12,846 shares; 2025Q1: 12,763 shares; 2025Q2: 12,817 shares; 2025Q3: 12,492 shares; 2025Q4: 12,399 shares; 2026Q1: 12,253 shares 12,253 $8M 4.01% -146 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; 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; 2026Q1: 41,620 shares 41,620 $6.07M 3.04% +1,242 Timeline EFA 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: 62,858 shares; 2024Q4: 60,402 shares; 2025Q1: 59,629 shares; 2025Q2: 58,817 shares; 2025Q3: 58,316 shares; 2025Q4: 58,263 shares; 2026Q1: 57,567 shares 57,567 $5.59M 2.8% -696 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: 13,638 shares; 2024Q4: 13,832 shares; 2025Q1: 17,103 shares; 2025Q2: 16,739 shares; 2025Q3: 15,710 shares; 2025Q4: 15,073 shares; 2026Q1: 15,045 shares 15,045 $3.82M 1.92% -28 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; 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; 2026Q1: 28,842 shares 28,842 $3.31M 1.66% +1,029 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; 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; 2026Q1: 125,913 shares 125,913 $3.23M 1.62% -930 Timeline VV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,371 shares 9,371 $2.8M 1.4% 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; 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; 2026Q1: 21,037 shares 21,037 $1.62M 0.81% +12,269 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; 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; 2026Q1: 24,576 shares 24,576 $1.57M 0.79% -134 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: 4,494 shares; 2024Q4: 4,494 shares; 2025Q1: 8,400 shares; 2025Q2: 7,360 shares; 2025Q3: 7,360 shares; 2025Q4: 7,346 shares; 2026Q1: 7,394 shares 7,394 $1.29M 0.65% +48 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: 2,897 shares; 2024Q4: 2,859 shares; 2025Q1: 2,991 shares; 2025Q2: 2,926 shares; 2025Q3: 3,210 shares; 2025Q4: 3,212 shares; 2026Q1: 3,228 shares 3,228 $1.2M 0.6% +16 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: 3,688 shares; 2024Q4: 3,442 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 3,722 shares; 2026Q1: 3,724 shares 3,724 $1.19M 0.6% +2 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,575 shares; 2025Q3: 9,506 shares; 2025Q4: 9,506 shares; 2026Q1: 9,476 shares 9,476 $949K 0.48% -30 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: 2,892 shares; 2024Q4: 3,152 shares; 2025Q1: 4,627 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,411 shares; 2026Q1: 4,522 shares 4,522 $942K 0.47% +111 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; 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; 2026Q1: 35,335 shares 35,335 $875K 0.44% 0 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: 4,044 shares; 2025Q4: 3,818 shares; 2026Q1: 3,818 shares 3,818 $790K 0.4% 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; 2024Q2: restricted; 2024Q3: 258,176 shares; 2024Q4: 236,627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,310 shares; 2026Q1: 9,310 shares 9,310 $686K 0.34% 0 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: 2,309 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,255 shares 2,255 $649K 0.33% +15 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: 3,456 shares; 2024Q4: 3,577 shares; 2025Q1: 3,706 shares; 2025Q2: 3,791 shares; 2025Q3: 3,953 shares; 2025Q4: 3,968 shares; 2026Q1: 4,147 shares 4,147 $574K 0.29% +179 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: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,489 shares; 2025Q2: 1,347 shares; 2025Q3: 1,264 shares; 2025Q4: 1,262 shares; 2026Q1: 1,234 shares 1,234 $539K 0.27% -28 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: not reported; 2026Q1: 1,098 shares 1,098 $521K 0.26% new 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; 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; 2026Q1: 5,974 shares 5,974 $457K 0.23% -122 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: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,341 shares; 2026Q1: 1,447 shares 1,447 $415K 0.21% +106 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: 1,645 shares; 2024Q4: 1,634 shares; 2025Q1: 1,644 shares; 2025Q2: 1,645 shares; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares; 2026Q1: 1,550 shares 1,550 $384K 0.19% -94 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,339 shares 1,339 $381K 0.19% +20 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; 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; 2026Q1: 1,100 shares 1,100 $362K 0.18% 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; 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; 2026Q1: 1,169 shares 1,169 $344K 0.17% +22 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: 1,391 shares; 2024Q4: 1,341 shares; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,308 shares 1,308 $343K 0.17% -10 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: 632 shares; 2024Q4: 632 shares; 2025Q1: 697 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 485 shares; 2026Q1: 695 shares 695 $333K 0.17% +210 Timeline IYW 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares 1,620 $294K 0.15% 0 Timeline TPG TPG INC More: the full row for TPG 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: 7,160 shares; 2026Q1: 7,160 shares 7,160 $290K 0.15% 0 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING 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: 32,029 shares; 2025Q3: 29,229 shares; 2025Q4: 42,229 shares; 2026Q1: 55,029 shares 55,029 $290K 0.15% +12,800 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares 329 $287K 0.14% 0 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 reported; 2024Q4: not reported; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 1,174 shares; 2026Q1: 1,174 shares 1,174 $285K 0.14% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 2,127 shares; 2025Q4: not reported; 2026Q1: 2,127 shares 2,127 $279K 0.14% new 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; 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; 2026Q1: 8,388 shares 8,388 $276K 0.14% 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; 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; 2026Q1: 9,113 shares 9,113 $265K 0.13% -651 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: 1,914 shares; 2026Q1: 1,926 shares 1,926 $240K 0.12% +12 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; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares 818 $235K 0.12% 0 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; 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; 2026Q1: 3,500 shares 3,500 $217K 0.11% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 12,000 shares; 2026Q1: 18,000 shares 18,000 $146K 0.07% +6,000 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 21,000 shares; 2026Q1: 20,000 shares 20,000 $77.4K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $4.12K <0.01% 0 Timeline