VV 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: restricted; 2024Q2: restricted; 2024Q3: 108,982 shares; 2024Q4: 108,982 shares; 2025Q1: 108,982 shares; 2025Q2: 108,982 shares; 2025Q3: 108,982 shares 108,982 $33.6M 16.91% 0 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: restricted; 2024Q2: restricted; 2024Q3: 80,845 shares; 2024Q4: 80,845 shares; 2025Q1: 80,845 shares; 2025Q2: 80,845 shares; 2025Q3: 80,845 shares 80,845 $26.5M 13.37% 0 Timeline EFA 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: restricted; 2024Q2: restricted; 2024Q3: 278,590 shares; 2024Q4: 278,590 shares; 2025Q1: 278,590 shares; 2025Q2: 278,590 shares; 2025Q3: 278,590 shares 278,590 $26M 13.11% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,975 shares; 2024Q4: 306,975 shares; 2025Q1: 306,975 shares; 2025Q2: 306,975 shares; 2025Q3: 306,975 shares 306,975 $18.4M 9.27% 0 Timeline IWB 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: restricted; 2024Q2: restricted; 2024Q3: 42,556 shares; 2024Q4: 42,556 shares; 2025Q1: 42,556 shares; 2025Q2: 42,556 shares; 2025Q3: 42,556 shares 42,556 $15.6M 7.84% 0 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: restricted; 2024Q2: restricted; 2024Q3: 74,917 shares; 2024Q4: 74,917 shares; 2025Q1: 74,917 shares; 2025Q2: 74,917 shares; 2025Q3: 74,917 shares 74,917 $14M 7.04% 0 Timeline IWM 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: restricted; 2024Q2: restricted; 2024Q3: 50,522 shares; 2024Q4: 50,522 shares; 2025Q1: 50,522 shares; 2025Q2: 50,522 shares; 2025Q3: 50,522 shares 50,522 $12.2M 6.16% 0 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: restricted; 2024Q2: restricted; 2024Q3: 20,176 shares; 2024Q4: 20,176 shares; 2025Q1: 20,176 shares; 2025Q2: 20,176 shares; 2025Q3: 20,175 shares 20,175 $9.68M 4.88% -1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,241 shares; 2024Q4: 110,240 shares; 2025Q1: 110,240 shares; 2025Q2: 110,240 shares; 2025Q3: 110,240 shares 110,240 $8.1M 4.08% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,671 shares; 2024Q4: 30,671 shares; 2025Q1: 30,671 shares; 2025Q2: 30,671 shares; 2025Q3: 30,671 shares 30,671 $7.8M 3.93% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,787 shares; 2024Q4: 110,787 shares; 2025Q1: 86,019 shares; 2025Q2: 86,019 shares; 2025Q3: 86,019 shares 86,019 $7.24M 3.65% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,962 shares; 2024Q4: 10,962 shares; 2025Q1: 10,962 shares; 2025Q2: 10,962 shares; 2025Q3: 10,962 shares 10,962 $6.53M 3.29% 0 Timeline VNQ 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: restricted; 2024Q2: restricted; 2024Q3: 70,972 shares; 2024Q4: 70,972 shares; 2025Q1: 70,972 shares; 2025Q2: 70,972 shares; 2025Q3: 70,972 shares 70,972 $6.49M 3.27% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,134 shares; 2024Q4: 214,134 shares; 2025Q1: 214,134 shares; 2025Q2: 214,134 shares; 2025Q3: 214,134 shares 214,134 $6.34M 3.2% 0 Timeline