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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,428 shares; 2025Q1: 169,003 shares; 2025Q2: 170,286 shares; 2025Q3: 172,421 shares; 2025Q4: 174,632 shares 174,632 $33.4M 14.92% +2,211 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 539,867 shares; 2025Q1: 576,035 shares; 2025Q2: 580,061 shares; 2025Q3: 618,194 shares; 2025Q4: 687,752 shares 687,752 $29.3M 13.1% +69,558 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,070 shares; 2025Q1: 60,261 shares; 2025Q2: 60,902 shares; 2025Q3: 58,704 shares; 2025Q4: 54,796 shares 54,796 $26.7M 11.96% -3,908 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180,759 shares; 2025Q1: 194,682 shares; 2025Q2: 197,257 shares; 2025Q3: 214,135 shares; 2025Q4: 243,222 shares 243,222 $19.4M 8.68% +29,087 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241,885 shares; 2025Q1: 242,980 shares; 2025Q2: 245,343 shares; 2025Q3: 250,117 shares; 2025Q4: 248,765 shares 248,765 $15.5M 6.95% -1,352 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 386,101 shares; 2025Q1: 415,468 shares; 2025Q2: 424,859 shares; 2025Q3: 443,046 shares; 2025Q4: 448,847 shares 448,847 $15.5M 6.92% +5,801 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,486 shares; 2025Q1: 166,101 shares; 2025Q2: 168,610 shares; 2025Q3: 180,006 shares; 2025Q4: 221,349 shares 221,349 $11.2M 5.02% +41,343 Timeline IJH 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: restricted; 2024Q4: 143,830 shares; 2025Q1: 144,963 shares; 2025Q2: 149,438 shares; 2025Q3: 154,814 shares; 2025Q4: 151,986 shares 151,986 $10M 4.49% -2,828 Timeline IJR 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: restricted; 2024Q4: 64,540 shares; 2025Q1: 64,309 shares; 2025Q2: 66,618 shares; 2025Q3: 68,938 shares; 2025Q4: 66,249 shares 66,249 $7.96M 3.56% -2,689 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: restricted; 2024Q4: 152,071 shares; 2025Q1: 152,171 shares; 2025Q2: 155,208 shares; 2025Q3: 157,338 shares; 2025Q4: 146,393 shares 146,393 $7.87M 3.52% -10,945 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212,641 shares; 2025Q1: 229,362 shares; 2025Q2: 235,591 shares; 2025Q3: 237,915 shares; 2025Q4: 230,425 shares 230,425 $7.62M 3.41% -7,490 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,356 shares; 2025Q1: 50,344 shares; 2025Q2: 49,160 shares; 2025Q3: 50,693 shares; 2025Q4: 73,380 shares 73,380 $5.44M 2.43% +22,687 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,888 shares; 2025Q1: 62,268 shares; 2025Q2: 66,210 shares; 2025Q3: 70,476 shares; 2025Q4: 71,897 shares 71,897 $5.01M 2.24% +1,421 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: restricted; 2024Q4: 6,366 shares; 2025Q1: 6,319 shares; 2025Q2: 6,338 shares; 2025Q3: 6,598 shares; 2025Q4: 6,939 shares 6,939 $3.49M 1.56% +341 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,505 shares; 2025Q1: 37,908 shares; 2025Q2: 38,041 shares; 2025Q3: 45,916 shares; 2025Q4: 49,072 shares 49,072 $2.36M 1.06% +3,156 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,107 shares; 2025Q1: 24,860 shares; 2025Q2: 24,733 shares; 2025Q3: 22,760 shares; 2025Q4: 22,044 shares 22,044 $2.12M 0.95% -716 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,774 shares; 2025Q1: 35,643 shares; 2025Q2: 36,910 shares; 2025Q3: 37,115 shares; 2025Q4: 39,507 shares 39,507 $1.85M 0.83% +2,392 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: restricted; 2024Q4: 6,041 shares; 2025Q1: 5,922 shares; 2025Q2: 5,928 shares; 2025Q3: 5,123 shares; 2025Q4: 5,127 shares 5,127 $1.39M 0.62% +4 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: restricted; 2024Q4: 3,322 shares; 2025Q1: 3,159 shares; 2025Q2: 3,103 shares; 2025Q3: 2,690 shares; 2025Q4: 2,663 shares 2,663 $1.29M 0.58% -27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,668 shares; 2025Q1: 5,583 shares; 2025Q2: 5,566 shares; 2025Q3: 5,499 shares; 2025Q4: 5,447 shares 5,447 $1.26M 0.56% -52 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,100 shares; 2025Q1: 4,739 shares; 2025Q2: 4,747 shares; 2025Q3: 4,747 shares; 2025Q4: 4,720 shares 4,720 $1.22M 0.54% -27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,455 shares; 2025Q1: 3,014 shares; 2025Q2: 2,776 shares; 2025Q3: 2,737 shares; 2025Q4: 2,663 shares 2,663 $1.18M 0.53% -74 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,990 shares; 2025Q1: 3,922 shares; 2025Q2: 3,936 shares; 2025Q3: 3,936 shares; 2025Q4: 3,962 shares 3,962 $1.15M 0.51% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,070 shares; 2025Q1: 1,308 shares; 2025Q2: 2,742 shares; 2025Q3: 1,260 shares; 2025Q4: 1,195 shares 1,195 $815K 0.36% -65 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,840 shares 17,840 $630K 0.28% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,922 shares; 2025Q1: 6,860 shares; 2025Q2: 6,861 shares; 2025Q3: 5,623 shares; 2025Q4: 5,625 shares 5,625 $600K 0.27% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 674 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 671 shares; 2025Q4: 672 shares 672 $580K 0.26% +1 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,955 shares 8,955 $577K 0.26% new Timeline IWF 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: restricted; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares 1,205 $570K 0.26% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,076 shares; 2025Q1: 5,076 shares; 2025Q2: 5,076 shares; 2025Q3: 5,077 shares; 2025Q4: 5,077 shares 5,077 $566K 0.25% 0 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,824 shares; 2025Q2: 12,824 shares; 2025Q3: 12,824 shares; 2025Q4: 12,824 shares 12,824 $555K 0.25% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,451 shares; 2025Q1: 6,463 shares; 2025Q2: 6,476 shares; 2025Q3: 6,064 shares; 2025Q4: 4,229 shares 4,229 $521K 0.23% -1,835 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,797 shares; 2025Q1: 6,064 shares; 2025Q2: 6,162 shares; 2025Q3: 6,236 shares; 2025Q4: 6,259 shares 6,259 $493K 0.22% +23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 645 shares; 2025Q4: 1,192 shares 1,192 $472K 0.21% +547 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,209 shares; 2025Q1: 9,009 shares; 2025Q2: 9,009 shares; 2025Q3: 9,009 shares; 2025Q4: 8,562 shares 8,562 $457K 0.2% -447 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,723 shares; 2025Q4: 11,131 shares 11,131 $444K 0.2% -6,592 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: restricted; 2024Q4: 1,347 shares; 2025Q1: 1,348 shares; 2025Q2: 1,349 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $423K 0.19% 0 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 32,130 shares; 2025Q2: 28,633 shares; 2025Q3: 27,833 shares; 2025Q4: 15,833 shares 15,833 $415K 0.19% -12,000 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 585 shares; 2025Q1: 587 shares; 2025Q2: 588 shares; 2025Q3: 590 shares; 2025Q4: 592 shares 592 $405K 0.18% +2 Timeline MUB 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: restricted; 2024Q4: 6,111 shares; 2025Q1: 6,172 shares; 2025Q2: 6,165 shares; 2025Q3: 3,677 shares; 2025Q4: 3,695 shares 3,695 $396K 0.18% +18 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,635 shares; 2025Q1: 1,640 shares; 2025Q2: 1,646 shares; 2025Q3: 1,652 shares; 2025Q4: 1,857 shares 1,857 $384K 0.17% +205 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 779 shares; 2025Q1: 781 shares; 2025Q2: 783 shares; 2025Q3: 784 shares; 2025Q4: 786 shares 786 $316K 0.14% +2 Timeline ESML 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: restricted; 2024Q4: not reported; 2025Q1: 6,133 shares; 2025Q2: 6,145 shares; 2025Q3: 6,158 shares; 2025Q4: 6,316 shares 6,316 $290K 0.13% +158 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 980 shares; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares 1,070 $247K 0.11% 0 Timeline DDTN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,730 shares 12,730 $244K 0.11% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $225K 0.1% 0 Timeline EEM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,987 shares; 2025Q4: 4,043 shares 4,043 $221K 0.1% +56 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: restricted; 2024Q4: not reported; 2025Q1: 3,100 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,157 shares 3,157 $221K 0.1% +39 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,604 shares; 2025Q2: 8,604 shares; 2025Q3: 6,066 shares; 2025Q4: 5,066 shares 5,066 $202K 0.09% -1,000 Timeline