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: 42,340 shares; 2024Q4: 44,257 shares; 2025Q1: 45,789 shares; 2025Q2: 46,704 shares; 2025Q3: 47,176 shares; 2025Q4: 48,970 shares 48,970 $30.7M 15.57% +1,794 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,285 shares; 2024Q4: 122,826 shares; 2025Q1: 126,165 shares; 2025Q2: 128,232 shares; 2025Q3: 130,190 shares; 2025Q4: 135,572 shares 135,572 $29.8M 15.1% +5,382 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,708 shares; 2024Q4: 1,139,786 shares; 2025Q1: 1,165,547 shares; 2025Q2: 1,190,816 shares; 2025Q3: 1,223,612 shares; 2025Q4: 1,256,444 shares 1,256,444 $29.4M 14.88% +32,832 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,048 shares; 2024Q4: 40,340 shares; 2025Q1: 41,391 shares; 2025Q2: 41,937 shares; 2025Q3: 42,268 shares; 2025Q4: 42,893 shares 42,893 $26.3M 13.36% +625 Timeline USMV 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: 124,357 shares; 2024Q4: 126,417 shares; 2025Q1: 128,587 shares; 2025Q2: 130,675 shares; 2025Q3: 133,216 shares; 2025Q4: 137,205 shares 137,205 $12.9M 6.55% +3,989 Timeline SHYG 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: 333,544 shares; 2024Q4: 589,614 shares; 2025Q1: 308,453 shares; 2025Q2: 318,795 shares; 2025Q3: 328,334 shares; 2025Q4: 261,395 shares 261,395 $11.2M 5.68% -66,939 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: not reported; 2024Q4: not reported; 2025Q1: 135,016 shares; 2025Q2: 136,244 shares; 2025Q3: 135,218 shares; 2025Q4: 135,532 shares 135,532 $8.47M 4.29% +314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,087 shares 105,087 $6.88M 3.49% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,588 shares 70,588 $5.32M 2.7% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,425 shares; 2024Q4: 19,028 shares; 2025Q1: 19,119 shares; 2025Q2: 19,113 shares; 2025Q3: 18,225 shares; 2025Q4: 13,906 shares 13,906 $3.78M 1.92% -4,319 Timeline AOM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,237 shares 62,237 $2.97M 1.51% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 4,612 shares; 2025Q1: 4,664 shares; 2025Q2: 4,664 shares; 2025Q3: 4,664 shares; 2025Q4: 4,667 shares 4,667 $2.35M 1.19% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 5,174 shares; 2025Q1: 5,230 shares; 2025Q2: 5,215 shares; 2025Q3: 5,268 shares; 2025Q4: 5,413 shares 5,413 $1.74M 0.88% +145 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: 6,535 shares; 2024Q4: 6,800 shares; 2025Q1: 6,872 shares; 2025Q2: 6,870 shares; 2025Q3: 7,130 shares; 2025Q4: 7,388 shares 7,388 $1.71M 0.86% +258 Timeline GOOG 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: 1,417 shares; 2024Q4: 5,387 shares; 2025Q1: 5,493 shares; 2025Q2: 5,190 shares; 2025Q3: 5,172 shares; 2025Q4: 5,351 shares 5,351 $1.68M 0.85% +179 Timeline IWV 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: 5,174 shares; 2024Q4: 5,190 shares; 2025Q1: 5,203 shares; 2025Q2: 5,217 shares; 2025Q3: 5,230 shares; 2025Q4: 4,306 shares 4,306 $1.67M 0.84% -924 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: 2,605 shares; 2024Q4: 3,018 shares; 2025Q1: 3,020 shares; 2025Q2: 3,022 shares; 2025Q3: 3,130 shares; 2025Q4: 3,255 shares 3,255 $1.57M 0.8% +125 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 4,087 shares; 2025Q1: 4,211 shares; 2025Q2: 4,201 shares; 2025Q3: 4,160 shares; 2025Q4: 4,083 shares 4,083 $1.41M 0.72% -77 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: 3,593 shares; 2024Q4: 3,597 shares; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 3,607 shares; 2025Q4: 2,875 shares 2,875 $1.4M 0.71% -732 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,322 shares; 2024Q4: 7,911 shares; 2025Q1: 8,204 shares; 2025Q2: 8,218 shares; 2025Q3: 8,194 shares; 2025Q4: 7,313 shares 7,313 $1.36M 0.69% -881 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,775 shares; 2025Q1: 2,824 shares; 2025Q2: 2,825 shares; 2025Q3: 2,954 shares; 2025Q4: 3,115 shares 3,115 $1.09M 0.55% +161 Timeline ESGU 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: 9,696 shares; 2024Q4: 7,610 shares; 2025Q1: 7,359 shares; 2025Q2: 7,415 shares; 2025Q3: 7,539 shares; 2025Q4: 7,261 shares 7,261 $1.08M 0.55% -278 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: 2,081 shares; 2024Q4: 2,083 shares; 2025Q1: 2,085 shares; 2025Q2: 2,087 shares; 2025Q3: 2,089 shares; 2025Q4: 2,091 shares 2,091 $990K 0.5% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,367 shares; 2024Q4: 8,498 shares; 2025Q1: 6,911 shares; 2025Q2: 6,933 shares; 2025Q3: 7,263 shares; 2025Q4: 7,787 shares 7,787 $937K 0.48% +524 Timeline EAGG 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: 17,052 shares; 2024Q4: 18,017 shares; 2025Q1: 17,049 shares; 2025Q2: 17,106 shares; 2025Q3: 17,530 shares; 2025Q4: 17,371 shares 17,371 $831K 0.42% -159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 707 shares; 2025Q4: 686 shares 686 $737K 0.37% -21 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,361 shares; 2025Q4: 1,366 shares 1,366 $697K 0.35% +5 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 3,238 shares; 2025Q1: 3,518 shares; 2025Q2: 3,518 shares; 2025Q3: 3,525 shares; 2025Q4: 3,424 shares 3,424 $667K 0.34% -101 Timeline IWB 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: 1,687 shares; 2024Q4: 1,693 shares; 2025Q1: 1,697 shares; 2025Q2: 1,702 shares; 2025Q3: 1,706 shares; 2025Q4: 1,711 shares 1,711 $639K 0.32% +5 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: not reported; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: 685 shares; 2025Q3: 650 shares; 2025Q4: 573 shares 573 $494K 0.25% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 3,099 shares; 2025Q1: 3,102 shares; 2025Q2: 3,106 shares; 2025Q3: 3,127 shares; 2025Q4: 3,188 shares 3,188 $457K 0.23% +61 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: not reported; 2024Q4: 1,204 shares; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 1,345 shares; 2025Q4: 1,356 shares 1,356 $424K 0.22% +11 Timeline IWP 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: 2,862 shares; 2024Q4: 2,864 shares; 2025Q1: 2,865 shares; 2025Q2: 2,868 shares; 2025Q3: 2,870 shares; 2025Q4: 2,874 shares 2,874 $394K 0.2% +4 Timeline IWM 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: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,576 shares; 2025Q3: 1,580 shares; 2025Q4: 1,585 shares 1,585 $390K 0.2% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 5,700 shares; 2025Q1: 5,367 shares; 2025Q2: 5,406 shares; 2025Q3: 5,513 shares; 2025Q4: 5,443 shares 5,443 $390K 0.2% -70 Timeline SDG 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: 4,343 shares; 2024Q4: 4,647 shares; 2025Q1: 4,355 shares; 2025Q2: 4,401 shares; 2025Q3: 4,463 shares; 2025Q4: 4,511 shares 4,511 $380K 0.19% +48 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares 867 $329K 0.17% 0 Timeline IWS 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: 2,262 shares; 2024Q4: 2,272 shares; 2025Q1: 2,281 shares; 2025Q2: 2,289 shares; 2025Q3: 2,298 shares; 2025Q4: 2,309 shares 2,309 $326K 0.17% +11 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 997 shares; 2025Q4: 1,005 shares 1,005 $298K 0.15% +8 Timeline CRBN 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: 1,581 shares; 2024Q4: 1,422 shares; 2025Q1: 1,278 shares; 2025Q2: 1,289 shares; 2025Q3: 1,311 shares; 2025Q4: 1,258 shares 1,258 $290K 0.15% -53 Timeline AOA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,193 shares 3,193 $286K 0.14% new Timeline SHE 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: 2,685 shares; 2024Q4: 2,343 shares; 2025Q1: 2,119 shares; 2025Q2: 2,126 shares; 2025Q3: 2,172 shares; 2025Q4: 2,106 shares 2,106 $278K 0.14% -66 Timeline BGRN 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: 5,697 shares; 2024Q4: 5,808 shares; 2025Q1: 5,509 shares; 2025Q2: 5,529 shares; 2025Q3: 5,690 shares; 2025Q4: 5,672 shares 5,672 $272K 0.14% -18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 807 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 772 shares; 2025Q4: 777 shares 777 $260K 0.13% +5 Timeline BIL 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: 143,096 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,839 shares 2,839 $259K 0.13% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,193 shares; 2024Q4: 9,613 shares; 2025Q1: 9,642 shares; 2025Q2: 9,671 shares; 2025Q3: 9,699 shares; 2025Q4: 9,730 shares 9,730 $255K 0.13% +31 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 4,545 shares; 2025Q1: 4,545 shares; 2025Q2: 4,545 shares; 2025Q3: 4,563 shares; 2025Q4: 4,583 shares 4,583 $243K 0.12% +20 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 411 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 404 shares 404 $234K 0.12% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 303 shares; 2025Q4: 1,515 shares 1,515 $232K 0.12% +1,212 Timeline IWD 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: 1,065 shares; 2024Q4: 1,071 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,085 shares; 2025Q4: 1,090 shares 1,090 $229K 0.12% +5 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,968 shares; 2025Q1: 1,984 shares; 2025Q2: 2,001 shares; 2025Q3: 2,018 shares; 2025Q4: 2,037 shares 2,037 $215K 0.11% +19 Timeline