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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 77,655 shares; 2025Q1: 77,655 shares; 2025Q2: 77,655 shares; 2025Q3: 77,655 shares; 2025Q4: 76,730 shares 76,730 $52.3M 24.65% -925 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: not loaded; 2024Q4: 77,691 shares; 2025Q1: 78,717 shares; 2025Q2: 75,615 shares; 2025Q3: 74,812 shares; 2025Q4: 72,900 shares 72,900 $45M 21.2% -1,912 Timeline VGK 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: not loaded; 2024Q4: 417,817 shares; 2025Q1: 354,615 shares; 2025Q2: 349,528 shares; 2025Q3: 347,831 shares; 2025Q4: 348,881 shares 348,881 $28.7M 13.55% +1,050 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134,140 shares; 2025Q1: 134,140 shares; 2025Q2: 134,140 shares; 2025Q3: 134,140 shares; 2025Q4: 134,140 shares 134,140 $14M 6.58% 0 Timeline IGSB 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 loaded; 2024Q4: 180,762 shares; 2025Q1: 180,762 shares; 2025Q2: 199,086 shares; 2025Q3: 199,086 shares; 2025Q4: 214,946 shares 214,946 $11.4M 5.36% +15,860 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: not loaded; 2024Q4: 86,788 shares; 2025Q1: 57,236 shares; 2025Q2: 54,900 shares; 2025Q3: 54,900 shares; 2025Q4: 50,525 shares 50,525 $7.13M 3.36% -4,375 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99,500 shares; 2025Q1: 99,500 shares; 2025Q2: 99,500 shares; 2025Q3: 99,500 shares; 2025Q4: 99,500 shares 99,500 $6.69M 3.15% 0 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: not loaded; 2024Q4: 12,920 shares; 2025Q1: 12,920 shares; 2025Q2: 12,920 shares; 2025Q3: 12,920 shares; 2025Q4: 12,920 shares 12,920 $6.49M 3.06% 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 loaded; 2024Q4: 9,770 shares; 2025Q1: 9,770 shares; 2025Q2: 9,770 shares; 2025Q3: 9,770 shares; 2025Q4: 9,770 shares 9,770 $6.45M 3.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,900 shares; 2025Q1: 14,900 shares; 2025Q2: 14,900 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares 14,900 $4.66M 2.2% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,133 shares; 2025Q1: 58,133 shares; 2025Q2: 58,133 shares; 2025Q3: 58,133 shares; 2025Q4: 58,133 shares 58,133 $4.23M 1.99% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,974 shares; 2025Q1: 9,974 shares; 2025Q2: 9,974 shares; 2025Q3: 9,974 shares; 2025Q4: 9,974 shares 9,974 $3.69M 1.74% 0 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: not loaded; 2024Q4: 6,985 shares; 2025Q1: 6,985 shares; 2025Q2: 6,985 shares; 2025Q3: 6,985 shares; 2025Q4: 6,985 shares 6,985 $3.38M 1.59% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,471 shares; 2025Q1: 53,419 shares; 2025Q2: 54,368 shares; 2025Q3: 55,148 shares; 2025Q4: 55,148 shares 55,148 $3.13M 1.47% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,920 shares; 2025Q1: not reported; 2025Q2: 63,920 shares; 2025Q3: 63,920 shares; 2025Q4: 63,920 shares 63,920 $2.36M 1.11% 0 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: not loaded; 2024Q4: 8,449 shares; 2025Q1: 8,449 shares; 2025Q2: 8,449 shares; 2025Q3: 8,449 shares; 2025Q4: 8,449 shares 8,449 $2.3M 1.08% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,088 shares; 2025Q1: 7,088 shares; 2025Q2: 7,088 shares; 2025Q3: 7,088 shares; 2025Q4: 7,088 shares 7,088 $2.05M 0.96% 0 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 loaded; 2024Q4: 4,351 shares; 2025Q1: 4,351 shares; 2025Q2: 4,351 shares; 2025Q3: 4,351 shares; 2025Q4: 4,351 shares 4,351 $1.53M 0.72% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $1.45M 0.68% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,577 shares; 2025Q1: 19,577 shares; 2025Q2: 19,577 shares; 2025Q3: 19,577 shares; 2025Q4: 19,577 shares 19,577 $1.37M 0.64% 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: not loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $1.23M 0.58% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,189 shares; 2025Q1: 17,189 shares; 2025Q2: 17,189 shares; 2025Q3: 17,189 shares; 2025Q4: 17,189 shares 17,189 $1.1M 0.52% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,500 shares; 2025Q3: 57,500 shares; 2025Q4: 57,500 shares 57,500 $862K 0.41% 0 Timeline VWO 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,825 shares 6,825 $367K 0.17% new Timeline ICSH 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 loaded; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $202K 0.1% 0 Timeline MCHI 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 loaded; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 3,060 shares 3,060 $184K 0.09% +1,360 Timeline