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: restricted; 2024Q4: 45,873 shares; 2025Q1: 45,921 shares; 2025Q2: 48,998 shares; 2025Q3: 47,981 shares; 2025Q4: 48,870 shares; 2026Q1: 49,922 shares 49,922 $32.6M 26.29% +1,052 Timeline IEFA 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: restricted; 2024Q4: 251,858 shares; 2025Q1: 250,781 shares; 2025Q2: 253,811 shares; 2025Q3: 253,182 shares; 2025Q4: 261,729 shares; 2026Q1: 258,449 shares 258,449 $23.4M 18.86% -3,280 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,578 shares; 2025Q1: 93,121 shares; 2025Q2: 117,512 shares; 2025Q3: 126,977 shares; 2025Q4: 137,417 shares; 2026Q1: 275,164 shares 275,164 $21.3M 17.17% +137,747 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: restricted; 2024Q4: 46,958 shares; 2025Q1: 46,965 shares; 2025Q2: 52,580 shares; 2025Q3: 52,583 shares; 2025Q4: 53,647 shares; 2026Q1: 58,279 shares 58,279 $11.4M 9.22% +4,632 Timeline IEMG 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: restricted; 2024Q4: 67,518 shares; 2025Q1: 68,289 shares; 2025Q2: 70,372 shares; 2025Q3: 69,422 shares; 2025Q4: 70,050 shares; 2026Q1: 66,247 shares 66,247 $4.62M 3.73% -3,803 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: restricted; 2024Q4: 57,745 shares; 2025Q1: 57,273 shares; 2025Q2: 56,990 shares; 2025Q3: 56,999 shares; 2025Q4: 57,345 shares; 2026Q1: 56,012 shares 56,012 $3.59M 2.89% -1,333 Timeline VBR 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: restricted; 2024Q4: 12,045 shares; 2025Q1: 12,259 shares; 2025Q2: 13,661 shares; 2025Q3: 13,631 shares; 2025Q4: 14,039 shares; 2026Q1: 14,029 shares 14,029 $3.05M 2.46% -10 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: restricted; 2024Q4: 39,653 shares; 2025Q1: 39,186 shares; 2025Q2: 42,260 shares; 2025Q3: 40,393 shares; 2025Q4: 41,017 shares; 2026Q1: 41,006 shares 41,006 $2.77M 2.23% -11 Timeline IVE 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: restricted; 2024Q4: 9,818 shares; 2025Q1: 9,650 shares; 2025Q2: 9,669 shares; 2025Q3: 9,682 shares; 2025Q4: 9,386 shares; 2026Q1: 9,073 shares 9,073 $1.92M 1.54% -313 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: restricted; 2024Q4: 4,243 shares; 2025Q1: 4,188 shares; 2025Q2: 4,127 shares; 2025Q3: 4,115 shares; 2025Q4: 4,052 shares; 2026Q1: 3,962 shares 3,962 $1.73M 1.4% -90 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,805 shares; 2025Q2: 18,942 shares; 2025Q3: 19,178 shares; 2025Q4: 18,778 shares; 2026Q1: 18,797 shares 18,797 $1.45M 1.17% +19 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: restricted; 2024Q4: 84,962 shares; 2025Q1: 85,488 shares; 2025Q2: 86,451 shares; 2025Q3: 93,724 shares; 2025Q4: 101,231 shares; 2026Q1: 14,587 shares 14,587 $1.45M 1.17% -86,644 Timeline BRK-A 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 1.16% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,086 shares; 2025Q1: 6,927 shares; 2025Q2: 6,870 shares; 2025Q3: 6,795 shares; 2025Q4: 6,643 shares; 2026Q1: 6,491 shares 6,491 $1.35M 1.09% -152 Timeline EEMS 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: restricted; 2024Q4: 12,645 shares; 2025Q1: 12,494 shares; 2025Q2: 13,338 shares; 2025Q3: 13,793 shares; 2025Q4: 14,468 shares; 2026Q1: 14,478 shares 14,478 $1M 0.81% +10 Timeline IVW 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: restricted; 2024Q4: 9,151 shares; 2025Q1: 9,060 shares; 2025Q2: 9,068 shares; 2025Q3: 8,915 shares; 2025Q4: 8,747 shares; 2026Q1: 8,752 shares 8,752 $990K 0.8% +5 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,378 shares; 2025Q3: 1,366 shares; 2025Q4: 1,353 shares; 2026Q1: 1,341 shares 1,341 $935K 0.75% -12 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: restricted; 2024Q4: 13,501 shares; 2025Q1: 13,404 shares; 2025Q2: 13,384 shares; 2025Q3: 13,327 shares; 2025Q4: 13,332 shares; 2026Q1: 13,173 shares 13,173 $712K 0.57% -159 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,554 shares; 2025Q1: 24,700 shares; 2025Q2: 26,251 shares; 2025Q3: 27,507 shares; 2025Q4: 29,129 shares; 2026Q1: 6,995 shares 6,995 $620K 0.5% -22,134 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 1,190 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares 1,183 $567K 0.46% 0 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: restricted; 2024Q4: 2,122 shares; 2025Q1: 2,124 shares; 2025Q2: 2,126 shares; 2025Q3: 2,078 shares; 2025Q4: 2,080 shares; 2026Q1: 2,081 shares 2,081 $528K 0.43% +1 Timeline VO 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: restricted; 2024Q4: 1,807 shares; 2025Q1: 1,781 shares; 2025Q2: 1,777 shares; 2025Q3: 1,765 shares; 2025Q4: 1,752 shares; 2026Q1: 1,740 shares 1,740 $500K 0.4% -12 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,520 shares; 2025Q1: 6,520 shares; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,520 shares; 2026Q1: 6,520 shares 6,520 $490K 0.39% 0 Timeline IJS 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: restricted; 2024Q4: 4,484 shares; 2025Q1: 4,356 shares; 2025Q2: 4,370 shares; 2025Q3: 3,981 shares; 2025Q4: 3,957 shares; 2026Q1: 3,962 shares 3,962 $469K 0.38% +5 Timeline TIP 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: restricted; 2024Q4: 4,207 shares; 2025Q1: 4,026 shares; 2025Q2: 4,049 shares; 2025Q3: 4,088 shares; 2025Q4: 4,101 shares; 2026Q1: 4,101 shares 4,101 $453K 0.36% 0 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,505 shares; 2025Q1: 8,526 shares; 2025Q2: 8,889 shares; 2025Q3: 8,831 shares; 2025Q4: 8,674 shares; 2026Q1: 8,732 shares 8,732 $445K 0.36% +58 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,920 shares; 2025Q1: 5,846 shares; 2025Q2: 5,896 shares; 2025Q3: 5,945 shares; 2025Q4: 5,914 shares; 2026Q1: 5,947 shares 5,947 $438K 0.35% +33 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,082 shares; 2025Q2: 2,098 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,126 shares 2,126 $368K 0.3% +12 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: restricted; 2024Q4: 1,192 shares; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,192 shares; 2026Q1: 1,192 shares 1,192 $343K 0.28% 0 Timeline IDEV 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: restricted; 2024Q4: 4,071 shares; 2025Q1: 4,071 shares; 2025Q2: 4,070 shares; 2025Q3: 4,070 shares; 2025Q4: 4,070 shares; 2026Q1: 4,088 shares 4,088 $342K 0.28% +18 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: restricted; 2024Q4: not reported; 2025Q1: 5,676 shares; 2025Q2: 5,736 shares; 2025Q3: 5,786 shares; 2025Q4: 5,761 shares; 2026Q1: 5,761 shares 5,761 $337K 0.27% 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: restricted; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares 761 $282K 0.23% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 909 shares; 2025Q2: 911 shares; 2025Q3: 913 shares; 2025Q4: 881 shares; 2026Q1: 883 shares 883 $276K 0.22% +2 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,264 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,666 shares; 2025Q4: 2,816 shares; 2026Q1: 2,819 shares 2,819 $260K 0.21% +3 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,662 shares; 2025Q1: 9,764 shares; 2025Q2: 9,726 shares; 2025Q3: 9,678 shares; 2025Q4: 9,755 shares; 2026Q1: 9,178 shares 9,178 $247K 0.2% -577 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,063 shares; 2025Q1: 5,115 shares; 2025Q2: 5,167 shares; 2025Q3: 5,226 shares; 2025Q4: 5,097 shares; 2026Q1: 5,152 shares 5,152 $241K 0.19% +55 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: restricted; 2024Q4: 4,384 shares; 2025Q1: 4,450 shares; 2025Q2: 1,092 shares; 2025Q3: 1,084 shares; 2025Q4: 977 shares; 2026Q1: 877 shares 877 $230K 0.19% -100 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,673 shares; 2025Q2: 2,704 shares; 2025Q3: 2,737 shares; 2025Q4: 2,737 shares; 2026Q1: 2,763 shares 2,763 $229K 0.18% +26 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $216K 0.17% 0 Timeline EFG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $212K 0.17% 0 Timeline EMB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,187 shares; 2025Q4: 2,187 shares; 2026Q1: 2,187 shares 2,187 $205K 0.17% 0 Timeline