DFAC 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 loaded; 2024Q4: 547,067 shares; 2025Q1: 537,068 shares; 2025Q2: 496,230 shares; 2025Q3: 496,598 shares; 2025Q4: 496,744 shares; 2026Q1: 485,029 shares 485,029 $18.8M 12.71% -11,715 Timeline DFIV 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 loaded; 2024Q4: 308,458 shares; 2025Q1: 308,464 shares; 2025Q2: 307,839 shares; 2025Q3: 301,409 shares; 2025Q4: 298,802 shares; 2026Q1: 292,069 shares 292,069 $15.4M 10.39% -6,733 Timeline DFAT 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 loaded; 2024Q4: 244,124 shares; 2025Q1: 241,312 shares; 2025Q2: 232,777 shares; 2025Q3: 225,901 shares; 2025Q4: 226,128 shares; 2026Q1: 222,944 shares 222,944 $13.9M 9.39% -3,184 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: not loaded; 2024Q4: 211,265 shares; 2025Q1: 215,014 shares; 2025Q2: 227,770 shares; 2025Q3: 225,483 shares; 2025Q4: 224,116 shares; 2026Q1: 218,920 shares 218,920 $10.6M 7.15% -5,196 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 304,082 shares; 2025Q1: 298,660 shares; 2025Q2: 354,933 shares; 2025Q3: 377,011 shares; 2025Q4: 381,784 shares; 2026Q1: 375,275 shares 375,275 $9.52M 6.42% -6,509 Timeline DFUS 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 loaded; 2024Q4: 111,699 shares; 2025Q1: 111,675 shares; 2025Q2: 116,327 shares; 2025Q3: 113,437 shares; 2025Q4: 113,541 shares; 2026Q1: 112,768 shares 112,768 $8M 5.39% -773 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,349 shares; 2025Q1: 94,551 shares; 2025Q2: 99,811 shares; 2025Q3: 99,767 shares; 2025Q4: 99,321 shares; 2026Q1: 99,256 shares 99,256 $7.06M 4.76% -65 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156,304 shares; 2025Q1: 176,343 shares; 2025Q2: 188,850 shares; 2025Q3: 193,954 shares; 2025Q4: 192,625 shares; 2026Q1: 186,000 shares 186,000 $6.61M 4.46% -6,625 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 97,155 shares; 2025Q1: 117,978 shares; 2025Q2: 145,703 shares; 2025Q3: 144,058 shares; 2025Q4: 143,799 shares; 2026Q1: 145,516 shares 145,516 $6.57M 4.43% +1,717 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 loaded; 2024Q4: 41,874 shares; 2025Q1: 52,894 shares; 2025Q2: 63,763 shares; 2025Q3: 76,604 shares; 2025Q4: 85,017 shares; 2026Q1: 96,963 shares 96,963 $5.77M 3.89% +11,946 Timeline DFGR 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 loaded; 2024Q4: 123,233 shares; 2025Q1: 138,336 shares; 2025Q2: 144,375 shares; 2025Q3: 155,833 shares; 2025Q4: 168,132 shares; 2026Q1: 176,715 shares 176,715 $4.7M 3.17% +8,583 Timeline DISV 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 loaded; 2024Q4: 119,638 shares; 2025Q1: 122,113 shares; 2025Q2: 130,029 shares; 2025Q3: 128,471 shares; 2025Q4: 125,273 shares; 2026Q1: 117,458 shares 117,458 $4.63M 3.12% -7,815 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 loaded; 2024Q4: 23,042 shares; 2025Q1: 30,989 shares; 2025Q2: 33,614 shares; 2025Q3: 32,277 shares; 2025Q4: 32,047 shares; 2026Q1: 31,724 shares 31,724 $3.5M 2.36% -323 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 loaded; 2024Q4: 106,390 shares; 2025Q1: 120,354 shares; 2025Q2: 90,304 shares; 2025Q3: 99,525 shares; 2025Q4: 98,378 shares; 2026Q1: 94,899 shares 94,899 $3.28M 2.21% -3,479 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,884 shares; 2025Q1: 15,884 shares; 2025Q2: 17,838 shares; 2025Q3: 17,122 shares; 2025Q4: 16,683 shares; 2026Q1: 16,683 shares 16,683 $2.37M 1.6% 0 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: not loaded; 2024Q4: 12,926 shares; 2025Q1: 13,895 shares; 2025Q2: 11,833 shares; 2025Q3: 11,833 shares; 2025Q4: 11,833 shares; 2026Q1: 12,073 shares 12,073 $2.11M 1.42% +240 Timeline DFAX 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 loaded; 2024Q4: 72,901 shares; 2025Q1: 70,458 shares; 2025Q2: 66,146 shares; 2025Q3: 57,468 shares; 2025Q4: 57,269 shares; 2026Q1: 55,498 shares 55,498 $1.89M 1.27% -1,771 Timeline DFAE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,097 shares; 2025Q3: 50,163 shares; 2025Q4: 50,163 shares; 2026Q1: 50,163 shares 50,163 $1.7M 1.15% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,478 shares; 2025Q1: 10,885 shares; 2025Q2: 9,116 shares; 2025Q3: 6,057 shares; 2025Q4: 6,117 shares; 2026Q1: 6,221 shares 6,221 $1.58M 1.06% +104 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: not loaded; 2024Q4: 2,591 shares; 2025Q1: 2,404 shares; 2025Q2: 11,656 shares; 2025Q3: 10,599 shares; 2025Q4: 10,599 shares; 2026Q1: 10,598 shares 10,598 $1.51M 1.02% -1 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,346 shares; 2025Q1: 47,346 shares; 2025Q2: 48,834 shares; 2025Q3: 46,846 shares; 2025Q4: 43,642 shares; 2026Q1: 35,440 shares 35,440 $1.41M 0.95% -8,202 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,659 shares; 2025Q1: 19,659 shares; 2025Q2: 19,621 shares; 2025Q3: 19,310 shares; 2025Q4: 18,888 shares; 2026Q1: 18,641 shares 18,641 $1.39M 0.93% -247 Timeline DFSD 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 loaded; 2024Q4: 10,692 shares; 2025Q1: 14,571 shares; 2025Q2: 21,393 shares; 2025Q3: 25,057 shares; 2025Q4: 23,995 shares; 2026Q1: 28,793 shares 28,793 $1.38M 0.93% +4,798 Timeline DFIS 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 loaded; 2024Q4: 37,158 shares; 2025Q1: 37,355 shares; 2025Q2: 38,062 shares; 2025Q3: 38,328 shares; 2025Q4: 38,130 shares; 2026Q1: 39,028 shares 39,028 $1.31M 0.89% +898 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,041 shares; 2025Q1: 8,041 shares; 2025Q2: 7,951 shares; 2025Q3: 7,951 shares; 2025Q4: 7,951 shares; 2026Q1: 7,936 shares 7,936 $1.16M 0.78% -15 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 loaded; 2024Q4: 8,601 shares; 2025Q1: 13,497 shares; 2025Q2: 15,816 shares; 2025Q3: 19,291 shares; 2025Q4: 19,167 shares; 2026Q1: 22,548 shares 22,548 $1.13M 0.76% +3,381 Timeline DFAI 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 loaded; 2024Q4: 14,537 shares; 2025Q1: 14,537 shares; 2025Q2: 25,368 shares; 2025Q3: 25,368 shares; 2025Q4: 23,781 shares; 2026Q1: 22,933 shares 22,933 $893K 0.6% -848 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,449 shares; 2025Q1: 1,627 shares; 2025Q2: 1,373 shares; 2025Q3: 1,433 shares; 2025Q4: 1,426 shares; 2026Q1: 1,928 shares 1,928 $714K 0.48% +502 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,334 shares; 2025Q1: 14,523 shares; 2025Q2: 7,511 shares; 2025Q3: 9,016 shares; 2025Q4: 12,419 shares; 2026Q1: 14,115 shares 14,115 $677K 0.46% +1,696 Timeline DFSV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,182 shares; 2025Q3: 19,182 shares; 2025Q4: 19,182 shares; 2026Q1: 19,182 shares 19,182 $672K 0.45% 0 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: not loaded; 2024Q4: 2,805 shares; 2025Q1: 2,806 shares; 2025Q2: 2,484 shares; 2025Q3: 2,517 shares; 2025Q4: 2,872 shares; 2026Q1: 2,924 shares 2,924 $609K 0.41% +52 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: not loaded; 2024Q4: 7,880 shares; 2025Q1: 7,880 shares; 2025Q2: 7,880 shares; 2025Q3: 7,880 shares; 2025Q4: 7,880 shares; 2026Q1: 7,755 shares 7,755 $598K 0.4% -125 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: not loaded; 2024Q4: 1,449 shares; 2025Q1: 1,462 shares; 2025Q2: 1,589 shares; 2025Q3: 1,559 shares; 2025Q4: 1,559 shares; 2026Q1: 1,570 shares 1,570 $584K 0.39% +11 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,578 shares; 2025Q1: 1,533 shares; 2025Q2: 1,439 shares; 2025Q3: 1,464 shares; 2025Q4: 1,464 shares; 2026Q1: 1,844 shares 1,844 $530K 0.36% +380 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: not loaded; 2024Q4: 6,583 shares; 2025Q1: 6,583 shares; 2025Q2: 6,583 shares; 2025Q3: 6,583 shares; 2025Q4: 6,583 shares; 2026Q1: 6,583 shares 6,583 $422K 0.28% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,397 shares; 2025Q1: 6,397 shares; 2025Q2: 5,703 shares; 2025Q3: 5,703 shares; 2025Q4: 5,228 shares; 2026Q1: 4,804 shares 4,804 $416K 0.28% -424 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: not loaded; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,387 shares 1,387 $408K 0.28% +246 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: not loaded; 2024Q4: 1,093 shares; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,148 shares 1,148 $388K 0.26% +55 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: not loaded; 2024Q4: 1,214 shares; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,256 shares; 2025Q4: 1,257 shares; 2026Q1: 1,290 shares 1,290 $370K 0.25% +33 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 519 shares; 2025Q1: 617 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 551 shares; 2026Q1: 635 shares 635 $363K 0.24% +84 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 1,075 shares 1,075 $333K 0.22% +265 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: not loaded; 2024Q4: not reported; 2025Q1: 1,495 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares; 2026Q1: 1,267 shares 1,267 $310K 0.21% +232 Timeline AVDV 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 loaded; 2024Q4: 4,900 shares; 2025Q1: 4,915 shares; 2025Q2: 4,219 shares; 2025Q3: 3,734 shares; 2025Q4: 3,151 shares; 2026Q1: 3,090 shares 3,090 $309K 0.21% -61 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 298 shares 298 $274K 0.18% new 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: not loaded; 2024Q4: not reported; 2025Q1: 6,297 shares; 2025Q2: 6,297 shares; 2025Q3: 6,444 shares; 2025Q4: 6,444 shares; 2026Q1: 6,297 shares 6,297 $242K 0.16% -147 Timeline DFAR 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 loaded; 2024Q4: 12,360 shares; 2025Q1: 12,361 shares; 2025Q2: 12,025 shares; 2025Q3: 12,028 shares; 2025Q4: 12,014 shares; 2026Q1: 10,174 shares 10,174 $241K 0.16% -1,840 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,326 shares; 2025Q1: 1,118 shares; 2025Q2: 1,082 shares; 2025Q3: 1,189 shares; 2025Q4: 1,209 shares; 2026Q1: 1,264 shares 1,264 $240K 0.16% +55 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,572 shares; 2025Q4: 2,570 shares; 2026Q1: 2,579 shares 2,579 $222K 0.15% +9 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,035 shares; 2025Q1: 2,233 shares; 2025Q2: 1,614 shares; 2025Q3: 1,617 shares; 2025Q4: 1,620 shares; 2026Q1: 1,578 shares 1,578 $218K 0.15% -42 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 466 shares 466 $216K 0.15% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152 shares 152 $210K 0.14% 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: not loaded; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 513 shares; 2025Q3: 504 shares; 2025Q4: not reported; 2026Q1: 430 shares 430 $206K 0.14% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,127 shares; 2025Q1: 22,211 shares; 2025Q2: 22,211 shares; 2025Q3: 16,432 shares; 2025Q4: 16,432 shares; 2026Q1: 16,432 shares 16,432 $170K 0.11% 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: not loaded; 2024Q4: 10,529 shares; 2025Q1: 10,213 shares; 2025Q2: not reported; 2025Q3: 10,129 shares; 2025Q4: 10,239 shares; 2026Q1: 10,223 shares 10,223 $118K 0.08% -16 Timeline