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: 65,731 shares; 2024Q4: 68,550 shares; 2025Q1: 74,984 shares; 2025Q2: 79,259 shares; 2025Q3: 80,868 shares; 2025Q4: 79,571 shares; 2026Q1: 75,521 shares 75,521 $16.2M 14.94% -4,050 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: 128,950 shares; 2024Q4: 142,337 shares; 2025Q1: 160,783 shares; 2025Q2: 193,555 shares; 2025Q3: 197,816 shares; 2025Q4: 218,144 shares; 2026Q1: 197,326 shares 197,326 $12.6M 11.63% -20,818 Timeline VUSB 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; 2024Q2: restricted; 2024Q3: 190,891 shares; 2024Q4: 192,536 shares; 2025Q1: 193,677 shares; 2025Q2: 206,287 shares; 2025Q3: 210,610 shares; 2025Q4: 220,459 shares; 2026Q1: 237,944 shares 237,944 $11.8M 10.9% +17,485 Timeline SHYG 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: 213,738 shares; 2024Q4: 215,246 shares; 2025Q1: 214,639 shares; 2025Q2: 225,023 shares; 2025Q3: 230,600 shares; 2025Q4: 241,648 shares; 2026Q1: 225,435 shares 225,435 $9.54M 8.78% -16,213 Timeline SDY 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: 60,555 shares; 2024Q4: 64,336 shares; 2025Q1: 71,834 shares; 2025Q2: 74,269 shares; 2025Q3: 76,127 shares; 2025Q4: 61,085 shares; 2026Q1: 65,205 shares 65,205 $9.52M 8.76% +4,120 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: 89,331 shares; 2024Q4: 94,061 shares; 2025Q1: 101,963 shares; 2025Q2: 105,409 shares; 2025Q3: 106,698 shares; 2025Q4: 98,923 shares; 2026Q1: 94,979 shares 94,979 $8.37M 7.7% -3,944 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: 7,108 shares; 2024Q4: 9,615 shares; 2025Q1: 14,339 shares; 2025Q2: 16,225 shares; 2025Q3: 16,778 shares; 2025Q4: 11,948 shares; 2026Q1: 11,959 shares 11,959 $7.15M 6.57% +11 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: 61,406 shares; 2024Q4: 67,805 shares; 2025Q1: 79,202 shares; 2025Q2: 85,777 shares; 2025Q3: 87,707 shares; 2025Q4: 99,455 shares; 2026Q1: 111,281 shares 111,281 $6.01M 5.53% +11,826 Timeline VWOB 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: 65,230 shares; 2024Q4: 66,468 shares; 2025Q1: 67,065 shares; 2025Q2: 67,957 shares; 2025Q3: 68,891 shares; 2025Q4: 81,268 shares; 2026Q1: 81,776 shares 81,776 $5.37M 4.94% +508 Timeline VGLT 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: 72,392 shares; 2024Q4: 75,054 shares; 2025Q1: 75,661 shares; 2025Q2: 78,012 shares; 2025Q3: 78,649 shares; 2025Q4: 79,780 shares; 2026Q1: 80,575 shares 80,575 $4.46M 4.1% +795 Timeline 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: 4,892 shares; 2024Q4: 4,868 shares; 2025Q1: 5,439 shares; 2025Q2: 8,192 shares; 2025Q3: 8,333 shares; 2025Q4: 16,780 shares; 2026Q1: 14,331 shares 14,331 $2.81M 2.59% -2,449 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: 1,617 shares; 2024Q4: 1,628 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,640 shares; 2025Q4: 6,430 shares; 2026Q1: 8,433 shares 8,433 $2.21M 2.03% +2,003 Timeline LEMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,203 shares; 2026Q1: 35,605 shares 35,605 $1.45M 1.34% +7,402 Timeline VGSH 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: 5,015 shares; 2024Q4: 3,727 shares; 2025Q1: 3,752 shares; 2025Q2: 10,232 shares; 2025Q3: 12,247 shares; 2025Q4: 15,309 shares; 2026Q1: 20,043 shares 20,043 $1.17M 1.08% +4,734 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: 4,400 shares; 2024Q4: 5,441 shares; 2025Q1: 6,067 shares; 2025Q2: 6,067 shares; 2025Q3: 6,067 shares; 2025Q4: 5,740 shares; 2026Q1: 6,292 shares 6,292 $1.1M 1.01% +552 Timeline AGG 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,568 shares; 2026Q1: 7,617 shares 7,617 $756K 0.7% +49 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: 3,633 shares; 2024Q4: 4,264 shares; 2025Q1: 4,179 shares; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 3,271 shares; 2026Q1: 2,971 shares 2,971 $619K 0.57% -300 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: 880 shares; 2024Q4: 1,511 shares; 2025Q1: 3,029 shares; 2025Q2: 2,917 shares; 2025Q3: 2,919 shares; 2025Q4: 1,625 shares; 2026Q1: 1,371 shares 1,371 $599K 0.55% -254 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,193 shares; 2024Q4: 40,193 shares; 2025Q1: 40,193 shares; 2025Q2: 50,193 shares; 2025Q3: 38,197 shares; 2025Q4: 35,431 shares; 2026Q1: 35,431 shares 35,431 $568K 0.52% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC 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: 5,000 shares 5,000 $466K 0.43% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 10,802 shares; 2025Q1: 10,850 shares; 2025Q2: 10,894 shares; 2025Q3: 10,937 shares; 2025Q4: 10,975 shares; 2026Q1: 11,014 shares 11,014 $452K 0.42% +39 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: 1,859 shares; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,402 shares; 2025Q4: 960 shares; 2026Q1: 1,399 shares 1,399 $402K 0.37% +439 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,624 shares; 2024Q4: 19,754 shares; 2025Q1: 19,902 shares; 2025Q2: 20,077 shares; 2025Q3: 20,228 shares; 2025Q4: 20,362 shares; 2026Q1: 20,503 shares 20,503 $401K 0.37% +141 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: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,391 shares; 2025Q3: 1,393 shares; 2025Q4: 1,191 shares; 2026Q1: 1,311 shares 1,311 $396K 0.36% +120 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: 1,118 shares; 2024Q4: 1,496 shares; 2025Q1: 1,391 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,653 shares; 2026Q1: 1,052 shares 1,052 $390K 0.36% -601 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,583 shares; 2025Q2: 12,583 shares; 2025Q3: 12,583 shares; 2025Q4: 12,583 shares; 2026Q1: 12,583 shares 12,583 $374K 0.34% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 521 shares; 2025Q4: 520 shares; 2026Q1: 598 shares 598 $342K 0.31% +78 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: 1,393 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,565 shares; 2025Q3: 1,202 shares; 2025Q4: 1,640 shares; 2026Q1: 1,278 shares 1,278 $324K 0.3% -362 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,802 shares; 2024Q4: 10,802 shares; 2025Q1: 10,802 shares; 2025Q2: 11,259 shares; 2025Q3: 11,259 shares; 2025Q4: 11,259 shares; 2026Q1: 11,259 shares 11,259 $308K 0.28% 0 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: 769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 523 shares; 2025Q4: 520 shares; 2026Q1: 760 shares 760 $283K 0.26% +240 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares; 2026Q1: 3,540 shares 3,540 $270K 0.25% 0 Timeline SIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares; 2026Q1: 2,995 shares 2,995 $270K 0.25% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: not reported; 2026Q1: 13,627 shares 13,627 $256K 0.24% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares 3,555 $242K 0.22% 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: not reported; 2024Q4: 2,103 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares; 2025Q3: 1,883 shares; 2025Q4: 2,039 shares; 2026Q1: 1,318 shares 1,318 $218K 0.2% -721 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $217K 0.2% new 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 reported; 2024Q4: not reported; 2025Q1: 1,292 shares; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 760 shares; 2026Q1: 677 shares 677 $210K 0.19% -83 Timeline NNAVW NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,649 shares; 2024Q4: 46,649 shares; 2025Q1: 46,649 shares; 2025Q2: 56,649 shares; 2025Q3: not reported; 2025Q4: 30,726 shares; 2026Q1: 30,726 shares 30,726 $194K 0.18% 0 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 12,018 shares; 2025Q1: 12,018 shares; 2025Q2: 12,018 shares; 2025Q3: 12,018 shares; 2025Q4: 12,018 shares; 2026Q1: 12,018 shares 12,018 $194K 0.18% 0 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. 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: 21,828 shares; 2026Q1: 40,816 shares 40,816 $37.7K 0.03% +18,988 Timeline