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; 2023Q4: restricted; 2024Q1: 234,852 shares; 2024Q2: 235,488 shares; 2024Q3: 257,779 shares; 2024Q4: not reported; 2025Q1: 231,218 shares; 2025Q2: 185,033 shares; 2025Q3: 138,935 shares 138,935 $69.8M 22.24% -46,098 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,371 shares; 2025Q2: 146,933 shares; 2025Q3: 1,072,994 shares 1,072,994 $57.1M 18.19% +926,061 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 54,687 shares; 2024Q3: 21,994 shares; 2024Q4: 39,066 shares; 2025Q1: 546 shares; 2025Q2: 40,237 shares; 2025Q3: 56,507 shares 56,507 $37.6M 11.99% +16,270 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,431 shares; 2025Q3: 198,967 shares 198,967 $27.9M 8.87% +91,536 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; 2023Q4: restricted; 2024Q1: 49,235 shares; 2024Q2: 97,903 shares; 2024Q3: 53,301 shares; 2024Q4: 54,507 shares; 2025Q1: 53,771 shares; 2025Q2: 57,377 shares; 2025Q3: 80,598 shares 80,598 $26.4M 8.42% +23,221 Timeline VEU 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 348,618 shares; 2025Q3: 352,429 shares 352,429 $25.2M 8.01% +3,811 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; 2023Q4: restricted; 2024Q1: 29,008 shares; 2024Q2: 31,204 shares; 2024Q3: 31,246 shares; 2024Q4: 31,700 shares; 2025Q1: 31,398 shares; 2025Q2: 32,726 shares; 2025Q3: 33,469 shares 33,469 $20.5M 6.53% +743 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,617 shares; 2025Q3: 142,622 shares 142,622 $19.7M 6.26% +3,005 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; 2023Q4: restricted; 2024Q1: 147,747 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,421 shares; 2025Q3: 56,285 shares 56,285 $10.5M 3.34% -136 Timeline XLK 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,890 shares 15,890 $4.48M 1.43% new Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,278 shares; 2024Q2: 12,278 shares; 2024Q3: 12,278 shares; 2024Q4: 12,278 shares; 2025Q1: 12,278 shares; 2025Q2: 12,278 shares; 2025Q3: 12,278 shares 12,278 $1.52M 0.48% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,032 shares; 2025Q1: 3,295 shares; 2025Q2: 2,786 shares; 2025Q3: 3,969 shares 3,969 $1.41M 0.45% +1,183 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,446 shares; 2024Q2: 4,446 shares; 2024Q3: 4,821 shares; 2024Q4: 4,617 shares; 2025Q1: 4,417 shares; 2025Q2: 4,417 shares; 2025Q3: 4,700 shares 4,700 $1.2M 0.38% +283 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 730 shares; 2024Q2: 7,030 shares; 2024Q3: 6,305 shares; 2024Q4: 6,278 shares; 2025Q1: 6,158 shares; 2025Q2: 6,102 shares; 2025Q3: 5,839 shares 5,839 $1.09M 0.35% -263 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,910 shares; 2024Q2: 4,948 shares; 2024Q3: 4,982 shares; 2024Q4: 5,021 shares; 2025Q1: 5,055 shares; 2025Q2: 7,595 shares; 2025Q3: 7,630 shares 7,630 $858K 0.27% +35 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,489 shares; 2024Q2: 3,506 shares; 2024Q3: 3,526 shares; 2024Q4: 3,543 shares; 2025Q1: 3,664 shares; 2025Q2: 3,685 shares; 2025Q3: 3,796 shares 3,796 $589K 0.19% +111 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; 2023Q4: restricted; 2024Q1: 2,404 shares; 2024Q2: 2,128 shares; 2024Q3: 2,154 shares; 2024Q4: 2,427 shares; 2025Q1: 2,323 shares; 2025Q2: 2,403 shares; 2025Q3: 2,598 shares 2,598 $570K 0.18% +195 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; 2023Q4: restricted; 2024Q1: 2,108 shares; 2024Q2: 1,769 shares; 2024Q3: 1,770 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 1,772 shares; 2025Q3: 1,777 shares 1,777 $560K 0.18% +5 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,028 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 936 shares 936 $485K 0.15% +136 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; 2023Q4: restricted; 2024Q1: 612 shares; 2024Q2: 468 shares; 2024Q3: 488 shares; 2024Q4: 538 shares; 2025Q1: 572 shares; 2025Q2: 548 shares; 2025Q3: 561 shares 561 $412K 0.13% +13 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; 2023Q4: restricted; 2024Q1: 1,385 shares; 2024Q2: 1,388 shares; 2024Q3: 1,379 shares; 2024Q4: 1,381 shares; 2025Q1: 1,202 shares; 2025Q2: 1,153 shares; 2025Q3: 1,154 shares 1,154 $326K 0.1% +1 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 869 shares; 2024Q2: 869 shares; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 940 shares; 2025Q3: 869 shares 869 $300K 0.1% -71 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,442 shares 2,442 $299K 0.1% 0 Timeline BND 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; 2023Q4: restricted; 2024Q1: 57,891 shares; 2024Q2: 52,992 shares; 2024Q3: 3,839 shares; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,844 shares; 2025Q3: 3,846 shares 3,846 $286K 0.09% +2 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; 2023Q4: restricted; 2024Q1: 433 shares; 2024Q2: 355 shares; 2024Q3: 355 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 362 shares 362 $276K 0.09% +5 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,000 shares; 2024Q2: 20,000 shares; 2024Q3: 17,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares 14,000 $276K 0.09% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares 1,454 $270K 0.09% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,465 shares 1,465 $267K 0.09% -35 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 316 shares 316 $252K 0.08% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $251K 0.08% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,108 shares; 2025Q1: 2,118 shares; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares 2,079 $234K 0.07% 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960 shares 960 $234K 0.07% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,459 shares; 2025Q1: 3,379 shares; 2025Q2: 3,382 shares; 2025Q3: 3,392 shares 3,392 $232K 0.07% +10 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,745 shares; 2024Q2: 2,756 shares; 2024Q3: 2,762 shares; 2024Q4: 2,767 shares; 2025Q1: 2,773 shares; 2025Q2: 2,780 shares; 2025Q3: 2,787 shares 2,787 $232K 0.07% +7 Timeline OCGN OCUGEN INC More: the full row for OCUGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,050 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,000 shares; 2025Q2: 130,000 shares; 2025Q3: 140,000 shares 140,000 $228K 0.07% +10,000 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,548 shares; 2025Q1: 2,675 shares; 2025Q2: 2,677 shares; 2025Q3: 2,689 shares 2,689 $226K 0.07% +12 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares 466 $223K 0.07% new Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,234 shares; 2024Q2: 8,234 shares; 2024Q3: 8,234 shares; 2024Q4: 8,234 shares; 2025Q1: 8,234 shares; 2025Q2: 8,234 shares; 2025Q3: 8,234 shares 8,234 $223K 0.07% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares 673 $222K 0.07% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,519 shares; 2025Q3: 7,571 shares 7,571 $214K 0.07% +52 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,485 shares 3,485 $213K 0.07% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 641 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 741 shares; 2025Q2: 742 shares; 2025Q3: 744 shares 744 $210K 0.07% +2 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares 1,358 $209K 0.07% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,638 shares; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 4,695 shares; 2025Q3: 4,724 shares 4,724 $208K 0.07% +29 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362 shares; 2025Q3: 362 shares 362 $206K 0.07% 0 Timeline