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: 613,515 shares; 2024Q4: 613,035 shares; 2025Q1: 572,635 shares; 2025Q2: 504,111 shares; 2025Q3: 492,575 shares; 2025Q4: 468,604 shares; 2026Q1: 439,867 shares 439,867 $28.2M 19.39% -28,737 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: 97,000 shares; 2024Q4: 108,000 shares; 2025Q1: 109,080 shares; 2025Q2: 110,380 shares; 2025Q3: 115,580 shares; 2025Q4: 173,360 shares; 2026Q1: 275,258 shares 275,258 $27.3M 18.8% +101,898 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,580 shares; 2025Q2: 75,435 shares; 2025Q3: 79,505 shares; 2025Q4: 107,516 shares; 2026Q1: 105,688 shares 105,688 $20.3M 13.96% -1,828 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,889 shares 29,889 $19.4M 13.37% new 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: 397,835 shares; 2024Q4: 397,415 shares; 2025Q1: 387,515 shares; 2025Q2: 358,490 shares; 2025Q3: 346,080 shares; 2025Q4: 327,927 shares; 2026Q1: 226,058 shares 226,058 $12.2M 8.41% -101,869 Timeline IJH 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: 565 shares; 2024Q4: 54,463 shares; 2025Q1: 56,113 shares; 2025Q2: 173,093 shares; 2025Q3: 184,293 shares; 2025Q4: 278,499 shares; 2026Q1: 138,396 shares 138,396 $9.35M 6.43% -140,103 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,948 shares; 2024Q4: 269,518 shares; 2025Q1: 181,211 shares; 2025Q2: 172,657 shares; 2025Q3: 172,657 shares; 2025Q4: 161,655 shares; 2026Q1: 163,355 shares 163,355 $5.26M 3.62% +1,700 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,891 shares; 2025Q2: 28,658 shares; 2025Q3: 28,627 shares; 2025Q4: 27,288 shares; 2026Q1: 26,957 shares 26,957 $4.14M 2.85% -331 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370,360 shares; 2025Q2: 369,355 shares; 2025Q3: 365,055 shares; 2025Q4: 328,680 shares; 2026Q1: 328,680 shares 328,680 $3.58M 2.46% 0 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,708 shares; 2024Q4: 111,588 shares; 2025Q1: 111,328 shares; 2025Q2: 100,859 shares; 2025Q3: 57,566 shares; 2025Q4: 55,866 shares; 2026Q1: 55,866 shares 55,866 $3.33M 2.29% 0 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,228 shares; 2025Q2: 137,863 shares; 2025Q3: 135,207 shares; 2025Q4: 118,991 shares; 2026Q1: 72,440 shares 72,440 $2.96M 2.04% -46,551 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,485 shares; 2025Q2: 135,543 shares; 2025Q3: 135,543 shares; 2025Q4: 127,329 shares; 2026Q1: 85,009 shares 85,009 $2.22M 1.53% -42,320 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,969 shares; 2025Q2: 16,941 shares; 2025Q3: 16,941 shares; 2025Q4: 16,330 shares; 2026Q1: 16,330 shares 16,330 $2.17M 1.5% 0 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 reported; 2024Q4: not reported; 2025Q1: 6,652 shares; 2025Q2: 6,724 shares; 2025Q3: 6,724 shares; 2025Q4: 8,470 shares; 2026Q1: 4,981 shares 4,981 $1.84M 1.27% -3,489 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,664 shares; 2024Q4: 97,604 shares; 2025Q1: 97,604 shares; 2025Q2: 93,071 shares; 2025Q3: 91,946 shares; 2025Q4: 87,941 shares; 2026Q1: 43,448 shares 43,448 $1.65M 1.14% -44,493 Timeline VRDN VIRIDIAN THERAPEUTICS INC More: the full row for VIRIDIAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,737 shares; 2024Q4: 205,407 shares; 2025Q1: 205,407 shares; 2025Q2: 203,230 shares; 2025Q3: 193,830 shares; 2025Q4: 173,173 shares; 2026Q1: 55,295 shares 55,295 $1.08M 0.74% -117,878 Timeline ISTB 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: 2,015 shares; 2024Q4: 2,173 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares 2,173 $105K 0.07% 0 Timeline IVV 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: 197 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $96K 0.07% 0 Timeline IAGG 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: 806 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 839 shares 839 $42K 0.03% 0 Timeline IMTB 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: 834 shares; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares 911 $39.9K 0.03% 0 Timeline IJR 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: 164 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $17.5K 0.01% 0 Timeline