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: 77,655 shares; 2025Q1: 77,655 shares; 2025Q2: 77,655 shares; 2025Q3: 77,655 shares; 2025Q4: 76,730 shares; 2026Q1: 76,730 shares 76,730 $49.9M 25.86% 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: 77,691 shares; 2025Q1: 78,717 shares; 2025Q2: 75,615 shares; 2025Q3: 74,812 shares; 2025Q4: 72,900 shares; 2026Q1: 71,049 shares 71,049 $42.5M 22% -1,851 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; 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; 2026Q1: 326,614 shares 326,614 $26.9M 13.95% -22,267 Timeline IGSB 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: 180,762 shares; 2025Q1: 180,762 shares; 2025Q2: 199,086 shares; 2025Q3: 199,086 shares; 2025Q4: 214,946 shares; 2026Q1: 214,946 shares 214,946 $11.3M 5.85% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 87,951 shares 87,951 $9.32M 4.83% -46,189 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 99,500 shares 99,500 $6.94M 3.6% 0 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: 86,788 shares; 2025Q1: 57,236 shares; 2025Q2: 54,900 shares; 2025Q3: 54,900 shares; 2025Q4: 50,525 shares; 2026Q1: 36,936 shares 36,936 $5.11M 2.65% -13,589 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: not loaded; 2024Q4: 12,920 shares; 2025Q1: 12,920 shares; 2025Q2: 12,920 shares; 2025Q3: 12,920 shares; 2025Q4: 12,920 shares; 2026Q1: 9,690 shares 9,690 $4.64M 2.41% -3,230 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 58,133 shares 58,133 $4.57M 2.37% 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: not loaded; 2024Q4: 14,900 shares; 2025Q1: 14,900 shares; 2025Q2: 14,900 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares; 2026Q1: 14,900 shares 14,900 $4.28M 2.22% 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; 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; 2026Q1: 7,328 shares 7,328 $4.19M 2.17% -2,442 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; 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; 2026Q1: 55,861 shares 55,861 $3.22M 1.67% +713 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,920 shares; 2025Q1: not reported; 2025Q2: 63,920 shares; 2025Q3: 63,920 shares; 2025Q4: 63,920 shares; 2026Q1: 63,920 shares 63,920 $3.02M 1.57% 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; 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; 2026Q1: 9,974 shares 9,974 $3.02M 1.56% 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; 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; 2026Q1: 6,985 shares 6,985 $2.59M 1.34% 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; 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; 2026Q1: 7,088 shares 7,088 $2.52M 1.31% 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; 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; 2026Q1: 8,449 shares 8,449 $2.14M 1.11% 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; 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; 2026Q1: 19,577 shares 19,577 $1.49M 0.77% 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; 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; 2026Q1: 4,351 shares 4,351 $1.32M 0.68% 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; 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; 2026Q1: 5,000 shares 5,000 $1.24M 0.64% 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; 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; 2026Q1: 17,189 shares 17,189 $908K 0.47% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,500 shares; 2025Q3: 57,500 shares; 2025Q4: 57,500 shares; 2026Q1: 57,500 shares 57,500 $741K 0.38% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,825 shares; 2026Q1: 11,825 shares 11,825 $639K 0.33% +5,000 Timeline BKLN 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: 286,437 shares; 2025Q1: 186,364 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,700 shares 14,700 $300K 0.16% 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; 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; 2026Q1: 4,000 shares 4,000 $203K 0.1% 0 Timeline