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: 1,068,550 shares; 2024Q4: 1,075,228 shares; 2025Q1: 1,098,310 shares; 2025Q2: 1,064,941 shares; 2025Q3: 1,079,319 shares; 2025Q4: 1,090,271 shares; 2026Q1: 1,079,480 shares 1,079,480 $212M 12.69% -10,791 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: 484,472 shares; 2024Q4: 477,676 shares; 2025Q1: 474,292 shares; 2025Q2: 461,551 shares; 2025Q3: 454,355 shares; 2025Q4: 450,769 shares; 2026Q1: 441,618 shares 441,618 $193M 11.55% -9,151 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: 431,656 shares; 2024Q4: 431,571 shares; 2025Q1: 431,374 shares; 2025Q2: 432,039 shares; 2025Q3: 431,211 shares; 2025Q4: 431,032 shares; 2026Q1: 430,897 shares 430,897 $129M 7.71% -135 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: 1,090,968 shares; 2024Q4: 1,049,446 shares; 2025Q1: 1,001,447 shares; 2025Q2: 934,060 shares; 2025Q3: 962,408 shares; 2025Q4: 994,129 shares; 2026Q1: 1,006,986 shares 1,006,986 $83M 4.97% +12,857 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: 251,757 shares; 2024Q4: 251,936 shares; 2025Q1: 252,617 shares; 2025Q2: 252,636 shares; 2025Q3: 251,803 shares; 2025Q4: 255,877 shares; 2026Q1: 258,323 shares 258,323 $82.9M 4.96% +2,446 Timeline VPL 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: 682,350 shares; 2024Q4: 650,353 shares; 2025Q1: 629,700 shares; 2025Q2: 597,252 shares; 2025Q3: 614,784 shares; 2025Q4: 631,319 shares; 2026Q1: 626,979 shares 626,979 $61.3M 3.67% -4,340 Timeline IEF 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 reported; 2024Q4: not reported; 2025Q1: 525,133 shares; 2025Q2: 515,209 shares; 2025Q3: 543,491 shares; 2025Q4: not reported; 2026Q1: 609,268 shares 609,268 $58.1M 3.48% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 634,768 shares; 2025Q2: 745,423 shares; 2025Q3: 828,138 shares; 2025Q4: 923,594 shares; 2026Q1: 1,100,702 shares 1,100,702 $55M 3.29% +177,108 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: 115,348 shares; 2024Q4: 112,874 shares; 2025Q1: 101,796 shares; 2025Q2: 103,740 shares; 2025Q3: 111,173 shares; 2025Q4: 150,175 shares; 2026Q1: 141,220 shares 141,220 $52.3M 3.13% -8,955 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: 175,537 shares; 2024Q4: 171,820 shares; 2025Q1: 174,481 shares; 2025Q2: 166,380 shares; 2025Q3: 168,678 shares; 2025Q4: 169,950 shares; 2026Q1: 168,306 shares 168,306 $44.1M 2.64% -1,644 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: 77,910 shares; 2024Q4: 77,899 shares; 2025Q1: 77,001 shares; 2025Q2: 61,608 shares; 2025Q3: 57,752 shares; 2025Q4: 57,251 shares; 2026Q1: 56,535 shares 56,535 $33.8M 2.02% -716 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: 352,325 shares; 2024Q4: 351,251 shares; 2025Q1: 355,733 shares; 2025Q2: 345,582 shares; 2025Q3: 357,980 shares; 2025Q4: 373,549 shares; 2026Q1: 375,869 shares 375,869 $33.3M 2% +2,320 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: 526,592 shares; 2024Q4: 497,324 shares; 2025Q1: 476,392 shares; 2025Q2: 499,246 shares; 2025Q3: 495,980 shares; 2025Q4: 498,902 shares; 2026Q1: 493,403 shares 493,403 $31.6M 1.89% -5,499 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: 584,856 shares; 2024Q4: 539,756 shares; 2025Q1: 507,328 shares; 2025Q2: 482,922 shares; 2025Q3: 492,118 shares; 2025Q4: 518,068 shares; 2026Q1: 524,563 shares 524,563 $28.4M 1.7% +6,495 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: 110,910 shares; 2024Q4: 111,818 shares; 2025Q1: 111,910 shares; 2025Q2: 111,794 shares; 2025Q3: 108,451 shares; 2025Q4: 133,648 shares; 2026Q1: 105,333 shares 105,333 $26.7M 1.6% -28,315 Timeline ESGV 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: 212,570 shares; 2024Q4: 215,950 shares; 2025Q1: 232,116 shares; 2025Q2: 248,534 shares; 2025Q3: 241,322 shares; 2025Q4: 231,708 shares; 2026Q1: 237,746 shares 237,746 $26.7M 1.6% +6,038 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: 240,613 shares; 2024Q4: 954,090 shares; 2025Q1: 934,313 shares; 2025Q2: 930,214 shares; 2025Q3: 924,651 shares; 2025Q4: 917,857 shares; 2026Q1: 901,340 shares 901,340 $26.3M 1.57% -16,517 Timeline IUSV 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: 224,411 shares; 2024Q4: 227,269 shares; 2025Q1: 235,557 shares; 2025Q2: 244,102 shares; 2025Q3: 241,987 shares; 2025Q4: 241,369 shares; 2026Q1: 237,433 shares 237,433 $24.3M 1.45% -3,936 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,815 shares; 2025Q2: 301,031 shares; 2025Q3: 389,746 shares; 2025Q4: not reported; 2026Q1: 302,794 shares 302,794 $22.9M 1.37% new 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: 111,690 shares; 2024Q4: 111,826 shares; 2025Q1: 112,932 shares; 2025Q2: 108,168 shares; 2025Q3: 110,968 shares; 2025Q4: 139,181 shares; 2026Q1: 109,309 shares 109,309 $22.8M 1.36% -29,872 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: 40,016 shares; 2024Q4: 39,127 shares; 2025Q1: 35,086 shares; 2025Q2: 34,738 shares; 2025Q3: 35,168 shares; 2025Q4: 42,662 shares; 2026Q1: 34,131 shares 34,131 $19.7M 1.18% -8,531 Timeline IEUR 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: 276,531 shares; 2024Q4: 280,573 shares; 2025Q1: 268,264 shares; 2025Q2: 267,146 shares; 2025Q3: 265,742 shares; 2025Q4: 266,564 shares; 2026Q1: 263,562 shares 263,562 $18.5M 1.11% -3,002 Timeline SCHV 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: 206,305 shares; 2024Q4: 628,571 shares; 2025Q1: 629,057 shares; 2025Q2: 613,396 shares; 2025Q3: 610,462 shares; 2025Q4: 603,074 shares; 2026Q1: 590,652 shares 590,652 $18M 1.08% -12,422 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: 396,852 shares; 2024Q4: 774,962 shares; 2025Q1: 748,768 shares; 2025Q2: 741,254 shares; 2025Q3: 753,488 shares; 2025Q4: 725,541 shares; 2026Q1: 693,302 shares 693,302 $17.2M 1.03% -32,239 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: 53,440 shares; 2024Q4: 52,501 shares; 2025Q1: 51,883 shares; 2025Q2: 51,431 shares; 2025Q3: 52,452 shares; 2025Q4: 54,313 shares; 2026Q1: 52,191 shares 52,191 $15M 0.9% -2,122 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: 47,792 shares; 2024Q4: 48,752 shares; 2025Q1: 48,753 shares; 2025Q2: 48,685 shares; 2025Q3: 50,197 shares; 2025Q4: 53,944 shares; 2026Q1: 50,400 shares 50,400 $14.5M 0.87% -3,544 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: 74,625 shares; 2024Q4: 67,134 shares; 2025Q1: 60,571 shares; 2025Q2: 60,571 shares; 2025Q3: 60,571 shares; 2025Q4: 60,904 shares; 2026Q1: 60,904 shares 60,904 $13.1M 0.78% 0 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: 62,495 shares; 2024Q4: 61,072 shares; 2025Q1: 59,062 shares; 2025Q2: 58,860 shares; 2025Q3: 57,789 shares; 2025Q4: 57,493 shares; 2026Q1: 57,225 shares 57,225 $12.4M 0.74% -268 Timeline VBK 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: 45,010 shares; 2024Q4: 42,701 shares; 2025Q1: 41,235 shares; 2025Q2: 41,074 shares; 2025Q3: 40,764 shares; 2025Q4: 40,640 shares; 2026Q1: 40,543 shares 40,543 $12.3M 0.73% -97 Timeline VGIT 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: 170,646 shares; 2025Q2: 188,077 shares; 2025Q3: 190,206 shares; 2025Q4: not reported; 2026Q1: 198,392 shares 198,392 $11.8M 0.71% new Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,251 shares; 2024Q4: 287,251 shares; 2025Q1: 283,555 shares; 2025Q2: 279,573 shares; 2025Q3: 279,547 shares; 2025Q4: 269,867 shares; 2026Q1: 261,824 shares 261,824 $10.8M 0.65% -8,043 Timeline IPAC 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: 148,679 shares; 2024Q4: 148,480 shares; 2025Q1: 142,028 shares; 2025Q2: 142,939 shares; 2025Q3: 143,133 shares; 2025Q4: 144,347 shares; 2026Q1: 140,283 shares 140,283 $10.7M 0.64% -4,064 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: 340,834 shares; 2024Q4: 317,270 shares; 2025Q1: 296,536 shares; 2025Q2: 289,932 shares; 2025Q3: 290,442 shares; 2025Q4: 284,077 shares; 2026Q1: 276,480 shares 276,480 $9.11M 0.55% -7,597 Timeline VSGX 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: 133,335 shares; 2024Q4: 120,664 shares; 2025Q1: 108,224 shares; 2025Q2: 112,972 shares; 2025Q3: 117,308 shares; 2025Q4: 120,225 shares; 2026Q1: 125,484 shares 125,484 $9M 0.54% +5,259 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: 50,494 shares; 2024Q4: 47,627 shares; 2025Q1: 45,526 shares; 2025Q2: 43,294 shares; 2025Q3: 46,542 shares; 2025Q4: 53,926 shares; 2026Q1: 48,645 shares 48,645 $8.48M 0.51% -5,281 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: 9,900 shares; 2024Q4: 9,898 shares; 2025Q1: 9,844 shares; 2025Q2: 9,835 shares; 2025Q3: 11,413 shares; 2025Q4: 11,528 shares; 2026Q1: 11,373 shares 11,373 $7.4M 0.44% -155 Timeline IWF 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: 18,928 shares; 2024Q4: 18,894 shares; 2025Q1: 18,004 shares; 2025Q2: 17,924 shares; 2025Q3: 16,354 shares; 2025Q4: 16,140 shares; 2026Q1: 16,019 shares 16,019 $6.83M 0.41% -121 Timeline CMF 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 reported; 2024Q4: not reported; 2025Q1: 122,339 shares; 2025Q2: 119,008 shares; 2025Q3: 119,008 shares; 2025Q4: not reported; 2026Q1: 118,101 shares 118,101 $6.72M 0.4% new 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: 5,571 shares; 2024Q4: 6,320 shares; 2025Q1: 9,276 shares; 2025Q2: 9,204 shares; 2025Q3: 10,248 shares; 2025Q4: 16,488 shares; 2026Q1: 10,929 shares 10,929 $6.25M 0.37% -5,559 Timeline IJR 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: 48,266 shares; 2024Q4: 48,034 shares; 2025Q1: 50,932 shares; 2025Q2: 51,872 shares; 2025Q3: 52,152 shares; 2025Q4: 63,474 shares; 2026Q1: 50,147 shares 50,147 $6.23M 0.37% -13,327 Timeline IWB 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: 26,322 shares; 2024Q4: 25,187 shares; 2025Q1: 25,132 shares; 2025Q2: 25,078 shares; 2025Q3: 17,542 shares; 2025Q4: 17,487 shares; 2026Q1: 17,408 shares 17,408 $6.21M 0.37% -79 Timeline VOOV 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: 28,013 shares; 2024Q4: 28,013 shares; 2025Q1: 28,013 shares; 2025Q2: 28,013 shares; 2025Q3: 28,013 shares; 2025Q4: 54,713 shares; 2026Q1: 28,013 shares 28,013 $5.71M 0.34% -26,700 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: 118,296 shares; 2024Q4: 228,981 shares; 2025Q1: 224,982 shares; 2025Q2: 213,264 shares; 2025Q3: 213,635 shares; 2025Q4: 203,489 shares; 2026Q1: 193,329 shares 193,329 $5.62M 0.34% -10,160 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,029 shares; 2024Q4: 36,540 shares; 2025Q1: 41,196 shares; 2025Q2: 46,001 shares; 2025Q3: 53,084 shares; 2025Q4: 58,935 shares; 2026Q1: 63,686 shares 63,686 $5.61M 0.34% +4,751 Timeline ICF 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: 92,692 shares; 2024Q4: 90,047 shares; 2025Q1: 86,605 shares; 2025Q2: 86,063 shares; 2025Q3: 87,292 shares; 2025Q4: 86,821 shares; 2026Q1: 87,898 shares 87,898 $5.44M 0.33% +1,077 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: 8,495 shares; 2024Q4: 10,926 shares; 2025Q1: 10,271 shares; 2025Q2: 12,104 shares; 2025Q3: 13,595 shares; 2025Q4: 18,398 shares; 2026Q1: 14,146 shares 14,146 $5.26M 0.31% -4,252 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: 9,291 shares; 2024Q4: 9,124 shares; 2025Q1: 9,204 shares; 2025Q2: 10,075 shares; 2025Q3: 10,165 shares; 2025Q4: 10,190 shares; 2026Q1: 10,700 shares 10,700 $5.13M 0.31% +510 Timeline ESGD 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: 56,870 shares; 2024Q4: 49,976 shares; 2025Q1: 44,426 shares; 2025Q2: 44,565 shares; 2025Q3: 42,016 shares; 2025Q4: 48,549 shares; 2026Q1: 49,452 shares 49,452 $4.73M 0.28% +903 Timeline IUSG 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: 24,405 shares; 2024Q4: 24,405 shares; 2025Q1: 33,216 shares; 2025Q2: 33,372 shares; 2025Q3: 33,909 shares; 2025Q4: 29,750 shares; 2026Q1: 30,001 shares 30,001 $4.65M 0.28% +251 Timeline SUSA 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: 53,421 shares; 2024Q4: 37,497 shares; 2025Q1: 37,617 shares; 2025Q2: 35,150 shares; 2025Q3: 31,658 shares; 2025Q4: 32,252 shares; 2026Q1: 34,665 shares 34,665 $4.58M 0.27% +2,413 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: 3,954 shares; 2024Q4: 4,082 shares; 2025Q1: 4,084 shares; 2025Q2: 4,121 shares; 2025Q3: 4,139 shares; 2025Q4: 4,139 shares; 2026Q1: 4,201 shares 4,201 $4.19M 0.25% +62 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,318 shares; 2024Q4: 107,234 shares; 2025Q1: 107,399 shares; 2025Q2: 107,416 shares; 2025Q3: 107,816 shares; 2025Q4: 108,067 shares; 2026Q1: 98,207 shares 98,207 $4.06M 0.24% -9,860 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,283 shares; 2024Q4: 80,019 shares; 2025Q1: 71,790 shares; 2025Q2: 80,399 shares; 2025Q3: 83,862 shares; 2025Q4: 85,988 shares; 2026Q1: 93,254 shares 93,254 $3.95M 0.24% +7,266 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 5,356 shares; 2025Q1: 5,357 shares; 2025Q2: 5,359 shares; 2025Q3: 5,122 shares; 2025Q4: 5,134 shares; 2026Q1: 5,462 shares 5,462 $3.87M 0.23% +328 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,126 shares; 2024Q4: 19,389 shares; 2025Q1: 19,389 shares; 2025Q2: 19,360 shares; 2025Q3: 19,060 shares; 2025Q4: 19,918 shares; 2026Q1: 17,150 shares 17,150 $3.6M 0.22% -2,768 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 9,411 shares; 2025Q1: 10,226 shares; 2025Q2: 10,149 shares; 2025Q3: 10,349 shares; 2025Q4: 12,249 shares; 2026Q1: 10,252 shares 10,252 $3.46M 0.21% -1,997 Timeline VGT 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: 3,559 shares; 2024Q4: 3,973 shares; 2025Q1: 3,938 shares; 2025Q2: 4,335 shares; 2025Q3: 4,356 shares; 2025Q4: 4,485 shares; 2026Q1: 4,612 shares 4,612 $3.22M 0.19% +127 Timeline IVE 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: 18,097 shares; 2024Q4: 18,097 shares; 2025Q1: 18,097 shares; 2025Q2: 16,433 shares; 2025Q3: 16,512 shares; 2025Q4: 15,042 shares; 2026Q1: 15,042 shares 15,042 $3.18M 0.19% 0 Timeline SPIP 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 reported; 2024Q4: not reported; 2025Q1: 113,259 shares; 2025Q2: 115,206 shares; 2025Q3: 120,923 shares; 2025Q4: 122,837 shares; 2026Q1: 120,897 shares 120,897 $3.14M 0.19% -1,940 Timeline ESGU 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: 15,936 shares; 2024Q4: 15,736 shares; 2025Q1: 15,231 shares; 2025Q2: 22,615 shares; 2025Q3: 21,764 shares; 2025Q4: 22,023 shares; 2026Q1: 22,090 shares 22,090 $3.12M 0.19% +67 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,780 shares; 2024Q4: 26,451 shares; 2025Q1: 45,215 shares; 2025Q2: 89,069 shares; 2025Q3: 92,669 shares; 2025Q4: 157,146 shares; 2026Q1: 81,193 shares 81,193 $3.12M 0.19% -75,953 Timeline AEXA AMERICAN EXCEPTIONALISM ACQU More: the full row for AMERICAN EXCEPTIONALISM ACQU 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: 116,292 shares; 2026Q1: 234,233 shares 234,233 $2.54M 0.15% +117,941 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,934 shares 19,934 $1.87M 0.11% new Timeline IYR 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: 15,087 shares; 2024Q4: 14,933 shares; 2025Q1: 14,933 shares; 2025Q2: 17,108 shares; 2025Q3: 17,108 shares; 2025Q4: 17,186 shares; 2026Q1: 18,803 shares 18,803 $1.78M 0.11% +1,617 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: 16,663 shares; 2024Q4: 16,663 shares; 2025Q1: 16,663 shares; 2025Q2: 16,176 shares; 2025Q3: 16,176 shares; 2025Q4: 16,176 shares; 2026Q1: 16,176 shares 16,176 $1.77M 0.11% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,854 shares; 2024Q4: 23,667 shares; 2025Q1: 26,888 shares; 2025Q2: 24,389 shares; 2025Q3: 24,594 shares; 2025Q4: 31,129 shares; 2026Q1: 24,458 shares 24,458 $1.76M 0.11% -6,671 Timeline ESML 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: 37,130 shares; 2024Q4: 27,769 shares; 2025Q1: 29,930 shares; 2025Q2: 29,981 shares; 2025Q3: 28,976 shares; 2025Q4: 36,017 shares; 2026Q1: 36,552 shares 36,552 $1.72M 0.1% +535 Timeline IWV 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 reported; 2024Q4: not reported; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: not reported; 2025Q4: 5,502 shares; 2026Q1: 4,628 shares 4,628 $1.72M 0.1% -874 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 1,107 shares; 2025Q1: 1,330 shares; 2025Q2: 1,604 shares; 2025Q3: 1,632 shares; 2025Q4: 1,604 shares; 2026Q1: 1,830 shares 1,830 $1.68M 0.1% +226 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: 5,538 shares; 2024Q4: 5,538 shares; 2025Q1: 4,615 shares; 2025Q2: 4,615 shares; 2025Q3: 4,524 shares; 2025Q4: 6,677 shares; 2026Q1: 4,077 shares 4,077 $1.66M 0.1% -2,600 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: 25,174 shares; 2024Q4: 25,125 shares; 2025Q1: 24,875 shares; 2025Q2: 27,064 shares; 2025Q3: 25,100 shares; 2025Q4: 23,269 shares; 2026Q1: 23,682 shares 23,682 $1.65M 0.1% +413 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,064 shares; 2024Q4: 40,809 shares; 2025Q1: 39,998 shares; 2025Q2: 38,917 shares; 2025Q3: 21,330 shares; 2025Q4: 28,256 shares; 2026Q1: 11,095 shares 11,095 $1.62M 0.1% -17,161 Timeline SPHY 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 reported; 2024Q4: not reported; 2025Q1: 67,140 shares; 2025Q2: 67,140 shares; 2025Q3: 67,140 shares; 2025Q4: 67,043 shares; 2026Q1: 67,043 shares 67,043 $1.56M 0.09% 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: 4,838 shares; 2024Q4: 4,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 5,157 shares; 2025Q4: 5,177 shares; 2026Q1: 5,157 shares 5,157 $1.56M 0.09% -20 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: 11,120 shares; 2024Q4: 12,377 shares; 2025Q1: 11,165 shares; 2025Q2: 13,482 shares; 2025Q3: 4,832 shares; 2025Q4: 7,772 shares; 2026Q1: 4,863 shares 4,863 $1.51M 0.09% -2,909 Timeline EZU 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: 23,841 shares; 2024Q4: 24,453 shares; 2025Q1: 24,453 shares; 2025Q2: 24,453 shares; 2025Q3: 23,972 shares; 2025Q4: 23,972 shares; 2026Q1: 23,972 shares 23,972 $1.5M 0.09% 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: 3,626 shares; 2024Q4: 5,028 shares; 2025Q1: 5,027 shares; 2025Q2: 4,992 shares; 2025Q3: 5,035 shares; 2025Q4: 6,016 shares; 2026Q1: 5,082 shares 5,082 $1.49M 0.09% -934 Timeline IWD 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: 7,095 shares; 2024Q4: 7,095 shares; 2025Q1: 7,095 shares; 2025Q2: 6,921 shares; 2025Q3: 6,771 shares; 2025Q4: 6,771 shares; 2026Q1: 6,771 shares 6,771 $1.45M 0.09% 0 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: 5,306 shares; 2024Q4: 5,410 shares; 2025Q1: 5,475 shares; 2025Q2: 5,450 shares; 2025Q3: 5,481 shares; 2025Q4: 12,273 shares; 2026Q1: 10,747 shares 10,747 $1.43M 0.09% -1,526 Timeline IEFA 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: 11,285 shares; 2024Q4: 11,285 shares; 2025Q1: 11,285 shares; 2025Q2: 10,249 shares; 2025Q3: 10,345 shares; 2025Q4: 9,559 shares; 2026Q1: 15,494 shares 15,494 $1.4M 0.08% +5,935 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,550 shares; 2024Q4: 43,550 shares; 2025Q1: 43,550 shares; 2025Q2: 42,549 shares; 2025Q3: 42,786 shares; 2025Q4: 42,499 shares; 2026Q1: 42,499 shares 42,499 $1.36M 0.08% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,575 shares; 2024Q4: 16,609 shares; 2025Q1: 16,683 shares; 2025Q2: 16,779 shares; 2025Q3: 73,550 shares; 2025Q4: 121,264 shares; 2026Q1: 82,721 shares 82,721 $1.31M 0.08% -38,543 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,598 shares; 2024Q4: 26,598 shares; 2025Q1: 26,598 shares; 2025Q2: 26,598 shares; 2025Q3: 26,598 shares; 2025Q4: 26,598 shares; 2026Q1: 26,598 shares 26,598 $1.29M 0.08% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: 6,112 shares; 2025Q1: 6,112 shares; 2025Q2: 5,612 shares; 2025Q3: 5,612 shares; 2025Q4: 5,612 shares; 2026Q1: 5,538 shares 5,538 $1.28M 0.08% -74 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,694 shares; 2024Q4: 16,975 shares; 2025Q1: 18,130 shares; 2025Q2: 16,535 shares; 2025Q3: 16,216 shares; 2025Q4: 17,691 shares; 2026Q1: 6,820 shares 6,820 $1.27M 0.08% -10,871 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 8,844 shares; 2025Q1: 8,844 shares; 2025Q2: 9,489 shares; 2025Q3: 9,489 shares; 2025Q4: 9,489 shares; 2026Q1: 16,482 shares 16,482 $1.26M 0.08% +6,993 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 6,288 shares; 2025Q1: 10,470 shares; 2025Q2: 9,987 shares; 2025Q3: 7,756 shares; 2025Q4: 12,431 shares; 2026Q1: 8,194 shares 8,194 $1.24M 0.07% -4,237 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: 15,751 shares; 2024Q4: 15,458 shares; 2025Q1: 14,886 shares; 2025Q2: 17,495 shares; 2025Q3: 15,793 shares; 2025Q4: 15,865 shares; 2026Q1: 16,233 shares 16,233 $1.22M 0.07% +368 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 866 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 987 shares; 2025Q4: 13,014 shares; 2026Q1: 12,454 shares 12,454 $1.2M 0.07% -560 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: 7,374 shares; 2024Q4: 7,331 shares; 2025Q1: 7,328 shares; 2025Q2: 6,894 shares; 2025Q3: 3,717 shares; 2025Q4: 3,707 shares; 2026Q1: 4,589 shares 4,589 $1.14M 0.07% +882 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,315 shares; 2024Q4: 7,345 shares; 2025Q1: 8,106 shares; 2025Q2: 7,455 shares; 2025Q3: 7,607 shares; 2025Q4: 6,961 shares; 2026Q1: 7,732 shares 7,732 $1.14M 0.07% +771 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,826 shares; 2024Q4: 8,826 shares; 2025Q1: 8,998 shares; 2025Q2: 8,998 shares; 2025Q3: 8,934 shares; 2025Q4: 8,862 shares; 2026Q1: 8,755 shares 8,755 $1.13M 0.07% -107 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 reported; 2024Q4: not reported; 2025Q1: 35,457 shares; 2025Q2: 23,885 shares; 2025Q3: 22,372 shares; 2025Q4: not reported; 2026Q1: 20,743 shares 20,743 $1.09M 0.07% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,395 shares; 2025Q1: 5,648 shares; 2025Q2: 5,645 shares; 2025Q3: 5,540 shares; 2025Q4: 6,567 shares; 2026Q1: 5,463 shares 5,463 $1.09M 0.07% -1,104 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: 26,123 shares; 2024Q4: 78,599 shares; 2025Q1: 76,270 shares; 2025Q2: 75,099 shares; 2025Q3: 75,070 shares; 2025Q4: 73,714 shares; 2026Q1: 40,994 shares 40,994 $1.05M 0.06% -32,720 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,185 shares; 2024Q4: 14,659 shares; 2025Q1: 15,706 shares; 2025Q2: 14,842 shares; 2025Q3: 14,437 shares; 2025Q4: 11,798 shares; 2026Q1: 11,627 shares 11,627 $1.04M 0.06% -171 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: 11,133 shares; 2024Q4: 11,109 shares; 2025Q1: 9,993 shares; 2025Q2: 9,888 shares; 2025Q3: 11,868 shares; 2025Q4: 8,845 shares; 2026Q1: 10,296 shares 10,296 $1M 0.06% +1,451 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,427 shares; 2024Q4: 459,427 shares; 2025Q1: 306,498 shares; 2025Q2: 230,999 shares; 2025Q3: 230,999 shares; 2025Q4: 229,498 shares; 2026Q1: 229,498 shares 229,498 $985K 0.06% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,566 shares; 2024Q4: 23,362 shares; 2025Q1: 22,613 shares; 2025Q2: 23,745 shares; 2025Q3: 23,745 shares; 2025Q4: 22,406 shares; 2026Q1: 22,406 shares 22,406 $951K 0.06% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 3,104 shares; 2025Q1: 3,104 shares; 2025Q2: 3,212 shares; 2025Q3: 3,066 shares; 2025Q4: 2,974 shares; 2026Q1: 3,038 shares 3,038 $944K 0.06% +64 Timeline IWO 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: 3,044 shares; 2024Q4: 3,006 shares; 2025Q1: 2,891 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,858 shares; 2026Q1: 3,008 shares 3,008 $944K 0.06% +150 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: 3,281 shares; 2024Q4: 3,228 shares; 2025Q1: 3,207 shares; 2025Q2: 3,198 shares; 2025Q3: 3,202 shares; 2025Q4: 3,097 shares; 2026Q1: 3,261 shares 3,261 $936K 0.06% +164 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 4,946 shares; 2025Q1: 4,928 shares; 2025Q2: 5,036 shares; 2025Q3: 4,678 shares; 2025Q4: 4,678 shares; 2026Q1: 4,678 shares 4,678 $908K 0.05% 0 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: 4,006 shares; 2024Q4: 5,083 shares; 2025Q1: 4,748 shares; 2025Q2: 4,855 shares; 2025Q3: 5,571 shares; 2025Q4: 5,592 shares; 2026Q1: 5,276 shares 5,276 $895K 0.05% -316 Timeline FLOT 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 reported; 2024Q4: not reported; 2025Q1: 15,788 shares; 2025Q2: 15,788 shares; 2025Q3: 16,474 shares; 2025Q4: not reported; 2026Q1: 17,033 shares 17,033 $868K 0.05% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,287 shares; 2024Q4: 7,045 shares; 2025Q1: 6,807 shares; 2025Q2: 6,874 shares; 2025Q3: 6,804 shares; 2025Q4: 6,804 shares; 2026Q1: 6,804 shares 6,804 $859K 0.05% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,500 shares; 2025Q2: 100,500 shares; 2025Q3: 100,535 shares; 2025Q4: 101,535 shares; 2026Q1: 93,664 shares 93,664 $832K 0.05% -7,871 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: 4,813 shares; 2024Q4: 4,630 shares; 2025Q1: 4,639 shares; 2025Q2: 4,425 shares; 2025Q3: 4,425 shares; 2025Q4: 4,423 shares; 2026Q1: 4,318 shares 4,318 $819K 0.05% -105 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: 5,305 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 6,377 shares; 2025Q3: 5,305 shares; 2025Q4: 5,305 shares; 2026Q1: 5,420 shares 5,420 $803K 0.05% +115 Timeline VCIT 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: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 9,793 shares; 2025Q4: not reported; 2026Q1: 9,299 shares 9,299 $769K 0.05% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,237 shares; 2025Q1: 2,235 shares; 2025Q2: 2,321 shares; 2025Q3: 2,160 shares; 2025Q4: 2,130 shares; 2026Q1: 2,143 shares 2,143 $754K 0.05% +13 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: 2,080 shares; 2024Q4: 5,382 shares; 2025Q1: 5,383 shares; 2025Q2: 5,384 shares; 2025Q3: 5,899 shares; 2025Q4: 5,819 shares; 2026Q1: 5,836 shares 5,836 $725K 0.04% +17 Timeline BRK-A 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 reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.04% 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: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares; 2026Q1: 1,583 shares 1,583 $681K 0.04% +55 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: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,684 shares; 2025Q4: 942 shares; 2026Q1: 1,000 shares 1,000 $653K 0.04% +58 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 11,479 shares; 2025Q1: 11,479 shares; 2025Q2: 12,338 shares; 2025Q3: 13,536 shares; 2025Q4: 13,366 shares; 2026Q1: 13,366 shares 13,366 $652K 0.04% 0 Timeline IVW 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: 9,304 shares; 2024Q4: 9,304 shares; 2025Q1: 9,304 shares; 2025Q2: 7,970 shares; 2025Q3: 8,114 shares; 2025Q4: 5,296 shares; 2026Q1: 5,632 shares 5,632 $637K 0.04% +336 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: not reported; 2025Q4: 9,771 shares; 2026Q1: 10,726 shares 10,726 $633K 0.04% +955 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR 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: 6,823 shares 6,823 $632K 0.04% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 2,409 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 1,925 shares; 2025Q4: 2,552 shares; 2026Q1: 2,574 shares 2,574 $629K 0.04% +22 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,980 shares; 2025Q1: 2,380 shares; 2025Q2: 2,430 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares; 2026Q1: 2,560 shares 2,560 $621K 0.04% +26 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: 1,641 shares; 2024Q4: 1,741 shares; 2025Q1: 1,766 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,687 shares 1,687 $601K 0.04% +7 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: 2,435 shares; 2024Q4: 2,596 shares; 2025Q1: 2,543 shares; 2025Q2: 2,640 shares; 2025Q3: 2,538 shares; 2025Q4: 2,056 shares; 2026Q1: 1,951 shares 1,951 $590K 0.04% -105 Timeline USMV 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: 8,350 shares; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 8,350 shares; 2025Q3: 7,282 shares; 2025Q4: 6,929 shares; 2026Q1: 6,219 shares 6,219 $577K 0.03% -710 Timeline VIGI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,444 shares 6,444 $570K 0.03% new Timeline USRT 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: 8,472 shares; 2024Q4: 8,472 shares; 2025Q1: 8,472 shares; 2025Q2: 8,472 shares; 2025Q3: 8,763 shares; 2025Q4: 9,588 shares; 2026Q1: 9,588 shares 9,588 $568K 0.03% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST 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: 16,265 shares 16,265 $562K 0.03% new 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: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares; 2026Q1: 3,172 shares 3,172 $549K 0.03% +288 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $542K 0.03% 0 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: 3,201 shares; 2024Q4: 5,741 shares; 2025Q1: 5,741 shares; 2025Q2: 6,241 shares; 2025Q3: 6,247 shares; 2025Q4: 3,241 shares; 2026Q1: 3,241 shares 3,241 $536K 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,154 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares; 2026Q1: 1,154 shares 1,154 $535K 0.03% 0 Timeline ESGE 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: 19,756 shares; 2024Q4: 10,022 shares; 2025Q1: 7,716 shares; 2025Q2: 7,311 shares; 2025Q3: 6,805 shares; 2025Q4: 9,860 shares; 2026Q1: 10,290 shares 10,290 $468K 0.03% +430 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,906 shares; 2024Q4: 27,906 shares; 2025Q1: 27,906 shares; 2025Q2: 27,906 shares; 2025Q3: 30,821 shares; 2025Q4: 29,679 shares; 2026Q1: 29,679 shares 29,679 $465K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 433 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 567 shares; 2025Q4: 548 shares; 2026Q1: 548 shares 548 $463K 0.03% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 2,139 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares; 2026Q1: 2,139 shares 2,139 $463K 0.03% 0 Timeline SCHB 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: 6,515 shares; 2024Q4: 19,974 shares; 2025Q1: 17,868 shares; 2025Q2: 18,126 shares; 2025Q3: 17,527 shares; 2025Q4: 17,627 shares; 2026Q1: 17,774 shares 17,774 $446K 0.03% +147 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: 681 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,355 shares; 2025Q3: 2,138 shares; 2025Q4: 2,138 shares; 2026Q1: 2,092 shares 2,092 $433K 0.03% -46 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,277 shares 1,277 $431K 0.03% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares 8,700 $430K 0.03% 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; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,237 shares; 2025Q4: 1,237 shares; 2026Q1: 1,255 shares 1,255 $413K 0.02% +18 Timeline VXF 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $412K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 5,025 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $409K 0.02% 0 Timeline EMB 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 reported; 2024Q4: not reported; 2025Q1: 10,242 shares; 2025Q2: 6,189 shares; 2025Q3: 2,717 shares; 2025Q4: not reported; 2026Q1: 4,191 shares 4,191 $394K 0.02% new Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,208 shares; 2025Q1: 15,196 shares; 2025Q2: 16,519 shares; 2025Q3: 16,519 shares; 2025Q4: 16,519 shares; 2026Q1: 11,382 shares 11,382 $392K 0.02% -5,137 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: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 2,134 shares; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,137 shares; 2026Q1: 2,138 shares 2,138 $388K 0.02% +1 Timeline SCHC 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 reported; 2024Q4: not reported; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: not reported; 2025Q4: 7,996 shares; 2026Q1: 8,065 shares 8,065 $377K 0.02% +69 Timeline ACWI 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: 3,344 shares; 2024Q4: 3,344 shares; 2025Q1: 3,344 shares; 2025Q2: 3,344 shares; 2025Q3: 3,344 shares; 2025Q4: 2,717 shares; 2026Q1: 2,717 shares 2,717 $376K 0.02% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR 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: 3,391 shares 3,391 $375K 0.02% new Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 3,588 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $365K 0.02% 0 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: 3,732 shares; 2024Q4: 3,611 shares; 2025Q1: 3,869 shares; 2025Q2: 4,236 shares; 2025Q3: 3,787 shares; 2025Q4: 4,055 shares; 2026Q1: 4,591 shares 4,591 $354K 0.02% +536 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 2,905 shares; 2025Q2: 3,388 shares; 2025Q3: 2,518 shares; 2025Q4: 2,005 shares; 2026Q1: 2,252 shares 2,252 $350K 0.02% +247 Timeline ISTB 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 reported; 2024Q4: not reported; 2025Q1: 7,190 shares; 2025Q2: 7,190 shares; 2025Q3: 7,190 shares; 2025Q4: 7,190 shares; 2026Q1: 7,190 shares 7,190 $348K 0.02% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 7,245 shares; 2025Q2: 7,245 shares; 2025Q3: 7,245 shares; 2025Q4: 7,245 shares; 2026Q1: 7,245 shares 7,245 $346K 0.02% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,221 shares 11,221 $338K 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,482 shares 2,482 $337K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $337K 0.02% 0 Timeline ITOT 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: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares 2,365 $337K 0.02% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 5,203 shares; 2025Q1: 5,840 shares; 2025Q2: 5,470 shares; 2025Q3: 5,543 shares; 2025Q4: 5,178 shares; 2026Q1: 5,368 shares 5,368 $336K 0.02% +190 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 676 shares; 2026Q1: 686 shares 686 $333K 0.02% +10 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,857 shares; 2025Q1: 3,899 shares; 2025Q2: 3,749 shares; 2025Q3: 3,901 shares; 2025Q4: 3,749 shares; 2026Q1: 3,539 shares 3,539 $329K 0.02% -210 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 6,013 shares; 2025Q1: 5,937 shares; 2025Q2: 5,937 shares; 2025Q3: 5,937 shares; 2025Q4: 9,137 shares; 2026Q1: 5,912 shares 5,912 $312K 0.02% -3,225 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,060 shares; 2025Q1: 1,010 shares; 2025Q2: 1,210 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares; 2026Q1: 1,616 shares 1,616 $312K 0.02% +127 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 4,189 shares; 2025Q1: 4,189 shares; 2025Q2: 4,189 shares; 2025Q3: 4,189 shares; 2025Q4: 4,189 shares; 2026Q1: 4,189 shares 4,189 $309K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: not reported; 2025Q4: 898 shares; 2026Q1: 898 shares 898 $307K 0.02% 0 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: 1,135 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,570 shares; 2025Q3: 1,454 shares; 2025Q4: 1,368 shares; 2026Q1: 1,402 shares 1,402 $305K 0.02% +34 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,696 shares; 2025Q1: 2,002 shares; 2025Q2: 2,228 shares; 2025Q3: 1,935 shares; 2025Q4: 2,207 shares; 2026Q1: 2,364 shares 2,364 $297K 0.02% +157 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 5,476 shares; 2026Q1: 5,476 shares 5,476 $289K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 30,598 shares; 2025Q3: 25,014 shares; 2025Q4: 25,025 shares; 2026Q1: 25,036 shares 25,036 $289K 0.02% +11 Timeline OEF 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: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares 896 $285K 0.02% 0 Timeline USHY 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 reported; 2024Q4: not reported; 2025Q1: 8,613 shares; 2025Q2: 8,613 shares; 2025Q3: 7,607 shares; 2025Q4: 7,607 shares; 2026Q1: 7,607 shares 7,607 $280K 0.02% 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: 2,313 shares; 2024Q4: 2,256 shares; 2025Q1: 2,017 shares; 2025Q2: 1,996 shares; 2025Q3: 2,006 shares; 2025Q4: 2,048 shares; 2026Q1: 2,024 shares 2,024 $280K 0.02% -24 Timeline XLU 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: 2,000 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 5,900 shares; 2026Q1: 6,074 shares 6,074 $279K 0.02% +174 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $278K 0.02% 0 Timeline IWP 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: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares; 2025Q4: 2,074 shares; 2026Q1: 2,074 shares 2,074 $266K 0.02% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 4,360 shares; 2025Q1: 4,160 shares; 2025Q2: 4,559 shares; 2025Q3: 3,631 shares; 2025Q4: 2,801 shares; 2026Q1: 1,808 shares 1,808 $261K 0.02% -993 Timeline QUAL 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: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,349 shares 1,349 $259K 0.02% +119 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 1,614 shares; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,613 shares 1,613 $259K 0.02% -93 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T 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: 1,339 shares 1,339 $257K 0.02% new Timeline DSWL DESWELL INDS INC More: the full row for DESWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,048 shares; 2025Q1: 83,048 shares; 2025Q2: 83,048 shares; 2025Q3: 83,048 shares; 2025Q4: 83,048 shares; 2026Q1: 83,048 shares 83,048 $248K 0.01% 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: 7,936 shares; 2024Q4: 8,403 shares; 2025Q1: 7,708 shares; 2025Q2: 6,718 shares; 2025Q3: 6,726 shares; 2025Q4: 6,237 shares; 2026Q1: 4,644 shares 4,644 $245K 0.01% -1,593 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $241K 0.01% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD 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: 2,168 shares 2,168 $240K 0.01% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,540 shares; 2025Q1: 1,523 shares; 2025Q2: 1,573 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares; 2026Q1: 2,315 shares 2,315 $238K 0.01% +677 Timeline FNDX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,334 shares 8,334 $232K 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,386 shares; 2024Q4: 8,136 shares; 2025Q1: 8,136 shares; 2025Q2: 7,770 shares; 2025Q3: 5,189 shares; 2025Q4: 4,839 shares; 2026Q1: 4,839 shares 4,839 $229K 0.01% 0 Timeline IJJ 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: 1,857 shares; 2024Q4: 1,857 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,753 shares; 2025Q4: 1,719 shares; 2026Q1: 1,719 shares 1,719 $228K 0.01% 0 Timeline SCHH 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: 22,817 shares; 2024Q4: 21,094 shares; 2025Q1: 15,511 shares; 2025Q2: 12,396 shares; 2025Q3: 11,977 shares; 2025Q4: 10,270 shares; 2026Q1: 10,527 shares 10,527 $226K 0.01% +257 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 919 shares; 2025Q1: 1,516 shares; 2025Q2: 905 shares; 2025Q3: 1,310 shares; 2025Q4: 1,070 shares; 2026Q1: 1,108 shares 1,108 $225K 0.01% +38 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,763 shares; 2024Q4: 4,163 shares; 2025Q1: 4,063 shares; 2025Q2: 4,263 shares; 2025Q3: 3,963 shares; 2025Q4: 3,863 shares; 2026Q1: 3,863 shares 3,863 $223K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,163 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,382 shares 1,382 $221K 0.01% new Timeline IGV 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: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares; 2026Q1: 2,732 shares 2,732 $219K 0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: 10,091 shares; 2025Q1: 10,091 shares; 2025Q2: 10,091 shares; 2025Q3: 10,147 shares; 2025Q4: not reported; 2026Q1: 9,553 shares 9,553 $218K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,369 shares; 2025Q1: 3,299 shares; 2025Q2: 3,299 shares; 2025Q3: 3,315 shares; 2025Q4: not reported; 2026Q1: 3,299 shares 3,299 $218K 0.01% new 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 reported; 2024Q4: 4,174 shares; 2025Q1: 4,174 shares; 2025Q2: 4,174 shares; 2025Q3: 2,236 shares; 2025Q4: not reported; 2026Q1: 2,236 shares 2,236 $216K 0.01% new Timeline IJT 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: 1,552 shares; 2024Q4: 1,477 shares; 2025Q1: 1,477 shares; 2025Q2: 1,477 shares; 2025Q3: 1,499 shares; 2025Q4: 1,477 shares; 2026Q1: 1,477 shares 1,477 $214K 0.01% 0 Timeline IJS 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: 1,812 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,715 shares 1,715 $203K 0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,545 shares; 2025Q2: 2,027 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,747 shares 12,747 $65.9K <0.01% new Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY 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: 18,000 shares; 2026Q1: 11,000 shares 11,000 $42.7K <0.01% -7,000 Timeline