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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202,444 shares; 2025Q1: 252,744 shares; 2025Q2: 262,940 shares; 2025Q3: 282,400 shares; 2025Q4: 296,123 shares; 2026Q1: 307,799 shares 307,799 $24.4M 24.03% +11,676 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: restricted; 2024Q4: 43,228 shares; 2025Q1: 44,315 shares; 2025Q2: 353,089 shares; 2025Q3: 370,523 shares; 2025Q4: 375,131 shares; 2026Q1: 383,342 shares 383,342 $20.1M 19.84% +8,211 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: restricted; 2024Q4: 680,734 shares; 2025Q1: 642,393 shares; 2025Q2: 631,175 shares; 2025Q3: 588,401 shares; 2025Q4: not reported; 2026Q1: 563,413 shares 563,413 $17.2M 16.92% new Timeline DXJ 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: restricted; 2024Q4: 95,220 shares; 2025Q1: 88,184 shares; 2025Q2: 83,901 shares; 2025Q3: 80,578 shares; 2025Q4: 77,939 shares; 2026Q1: 77,126 shares 77,126 $12.2M 12.04% -813 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: restricted; 2024Q4: 80,173 shares; 2025Q1: 73,223 shares; 2025Q2: 52,374 shares; 2025Q3: 46,661 shares; 2025Q4: not reported; 2026Q1: 42,873 shares 42,873 $9.31M 9.17% new 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: restricted; 2024Q4: 181,619 shares; 2025Q1: 210,721 shares; 2025Q2: 70,129 shares; 2025Q3: 60,691 shares; 2025Q4: not reported; 2026Q1: 57,690 shares 57,690 $4.77M 4.7% new 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: restricted; 2024Q4: 9,195 shares; 2025Q1: 9,152 shares; 2025Q2: 9,115 shares; 2025Q3: 9,116 shares; 2025Q4: 8,595 shares; 2026Q1: 8,595 shares 8,595 $2.18M 2.15% 0 Timeline XLP 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: restricted; 2024Q4: 21,850 shares; 2025Q1: 21,850 shares; 2025Q2: 21,850 shares; 2025Q3: 21,850 shares; 2025Q4: not reported; 2026Q1: 21,850 shares 21,850 $1.79M 1.76% new 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: restricted; 2024Q4: 5,244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,037 shares 5,037 $1.45M 1.43% new 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: restricted; 2024Q4: 52,603 shares; 2025Q1: 33,029 shares; 2025Q2: 26,158 shares; 2025Q3: 18,886 shares; 2025Q4: not reported; 2026Q1: 15,500 shares 15,500 $1.22M 1.2% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,221 shares; 2025Q1: 3,223 shares; 2025Q2: 3,225 shares; 2025Q3: 3,226 shares; 2025Q4: 3,228 shares; 2026Q1: 3,229 shares 3,229 $763K 0.75% +1 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,628 shares; 2025Q1: 11,042 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,178 shares 8,178 $750K 0.74% new Timeline XLF 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: restricted; 2024Q4: 12,921 shares; 2025Q1: 12,921 shares; 2025Q2: 12,921 shares; 2025Q3: 12,921 shares; 2025Q4: not reported; 2026Q1: 12,921 shares 12,921 $638K 0.63% 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: restricted; 2024Q4: 2,613 shares; 2025Q1: 2,669 shares; 2025Q2: 2,669 shares; 2025Q3: 2,669 shares; 2025Q4: 2,769 shares; 2026Q1: 2,769 shares 2,769 $577K 0.57% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,474 shares; 2025Q1: 6,427 shares; 2025Q2: 6,432 shares; 2025Q3: 6,253 shares; 2025Q4: 6,016 shares; 2026Q1: 6,024 shares 6,024 $555K 0.55% +8 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,033 shares; 2025Q3: 2,034 shares; 2025Q4: not reported; 2026Q1: 2,037 shares 2,037 $372K 0.37% new 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: restricted; 2024Q4: 995 shares; 2025Q1: 832 shares; 2025Q2: 808 shares; 2025Q3: 781 shares; 2025Q4: 774 shares; 2026Q1: 774 shares 774 $371K 0.37% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,861 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,829 shares; 2025Q4: 1,784 shares; 2026Q1: 1,785 shares 1,785 $363K 0.36% +1 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: restricted; 2024Q4: 13,148 shares; 2025Q1: 13,148 shares; 2025Q2: 13,148 shares; 2025Q3: 13,148 shares; 2025Q4: 13,148 shares; 2026Q1: 13,148 shares 13,148 $330K 0.32% 0 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: restricted; 2024Q4: 3,603 shares; 2025Q1: 3,605 shares; 2025Q2: 3,608 shares; 2025Q3: 3,611 shares; 2025Q4: 3,614 shares; 2026Q1: 3,617 shares 3,617 $324K 0.32% +3 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,713 shares; 2025Q1: 3,729 shares; 2025Q2: 5,979 shares; 2025Q3: 5,834 shares; 2025Q4: 4,808 shares; 2026Q1: 4,638 shares 4,638 $279K 0.27% -170 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: restricted; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 732 shares 732 $271K 0.27% 0 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: restricted; 2024Q4: not reported; 2025Q1: 5,123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares 920 $264K 0.26% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,571 shares; 2026Q1: 4,717 shares 4,717 $263K 0.26% +146 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,631 shares; 2025Q1: 12,837 shares; 2025Q2: 6,260 shares; 2025Q3: 6,152 shares; 2025Q4: not reported; 2026Q1: 5,137 shares 5,137 $257K 0.25% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,145 shares; 2025Q1: 4,197 shares; 2025Q2: 3,657 shares; 2025Q3: 3,657 shares; 2025Q4: 2,991 shares; 2026Q1: 2,105 shares 2,105 $239K 0.24% -886 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: not reported; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $237K 0.23% 0 Timeline