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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214,520 shares; 2025Q1: 224,051 shares; 2025Q2: 233,128 shares; 2025Q3: 253,600 shares; 2025Q4: 238,231 shares; 2026Q1: 242,408 shares 242,408 $77.8M 39.02% +4,177 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: 323,081 shares; 2025Q1: 341,398 shares; 2025Q2: 350,558 shares; 2025Q3: 365,348 shares; 2025Q4: 348,116 shares; 2026Q1: 353,407 shares 353,407 $27.2M 13.67% +5,291 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: 164,680 shares; 2025Q1: 182,579 shares; 2025Q2: 198,119 shares; 2025Q3: 206,400 shares; 2025Q4: 229,881 shares; 2026Q1: 244,675 shares 244,675 $18M 9.02% +14,794 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 258,950 shares; 2025Q1: 280,570 shares; 2025Q2: 297,855 shares; 2025Q3: 320,052 shares; 2025Q4: 316,791 shares; 2026Q1: 323,152 shares 323,152 $15.5M 7.78% +6,361 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: restricted; 2024Q4: 20,481 shares; 2025Q1: 20,696 shares; 2025Q2: 22,710 shares; 2025Q3: 22,327 shares; 2025Q4: 21,319 shares; 2026Q1: 21,655 shares 21,655 $12.9M 6.49% +336 Timeline VXF 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: 30,095 shares; 2025Q1: 30,743 shares; 2025Q2: 32,377 shares; 2025Q3: 33,788 shares; 2025Q4: 33,381 shares; 2026Q1: 34,416 shares 34,416 $7.08M 3.55% +1,035 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: 50,944 shares; 2025Q1: 50,957 shares; 2025Q2: 53,072 shares; 2025Q3: 100,167 shares; 2025Q4: 57,636 shares; 2026Q1: 58,210 shares 58,210 $4.37M 2.19% +574 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: not reported; 2025Q1: 9,957 shares; 2025Q2: 10,286 shares; 2025Q3: 10,025 shares; 2025Q4: 9,609 shares; 2026Q1: 9,427 shares 9,427 $4.12M 2.07% -182 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: 15,773 shares; 2025Q1: 16,943 shares; 2025Q2: 17,798 shares; 2025Q3: 17,552 shares; 2025Q4: 17,264 shares; 2026Q1: 18,197 shares 18,197 $3.57M 1.79% +933 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: restricted; 2024Q4: 20,571 shares; 2025Q1: 20,571 shares; 2025Q2: 20,760 shares; 2025Q3: 20,760 shares; 2025Q4: 19,310 shares; 2026Q1: 19,345 shares 19,345 $3.37M 1.69% +35 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: 49,358 shares; 2025Q1: 49,565 shares; 2025Q2: 50,701 shares; 2025Q3: 50,917 shares; 2025Q4: 51,675 shares; 2026Q1: 51,873 shares 51,873 $3.32M 1.67% +198 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,384 shares; 2025Q2: 4,884 shares; 2025Q3: 4,884 shares; 2025Q4: 4,884 shares; 2026Q1: 4,884 shares 4,884 $2.82M 1.41% 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: not reported; 2025Q1: 6,325 shares; 2025Q2: 6,656 shares; 2025Q3: 6,656 shares; 2025Q4: 6,655 shares; 2026Q1: 6,776 shares 6,776 $1.72M 0.86% +121 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,348 shares; 2025Q3: 23,348 shares; 2025Q4: 23,348 shares; 2026Q1: 23,348 shares 23,348 $1.16M 0.58% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,967 shares; 2025Q4: 5,128 shares; 2026Q1: 12,500 shares 12,500 $1.03M 0.52% +7,372 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: not reported; 2025Q1: 4,082 shares; 2025Q2: 4,514 shares; 2025Q3: 4,421 shares; 2025Q4: 4,421 shares; 2026Q1: 4,421 shares 4,421 $961K 0.48% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,372 shares; 2025Q3: 2,841 shares; 2025Q4: 3,816 shares; 2026Q1: 3,216 shares 3,216 $923K 0.46% -600 Timeline VCSH 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: not reported; 2025Q2: not reported; 2025Q3: 3,637 shares; 2025Q4: 4,941 shares; 2026Q1: 10,327 shares 10,327 $818K 0.41% +5,386 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,070 shares; 2025Q1: 10,070 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares 7,300 $806K 0.4% 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: not reported; 2025Q1: 1,676 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 2,045 shares; 2026Q1: 2,165 shares 2,165 $802K 0.4% +120 Timeline 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: restricted; 2024Q4: not reported; 2025Q1: 4,266 shares; 2025Q2: 4,266 shares; 2025Q3: 4,266 shares; 2025Q4: 3,544 shares; 2026Q1: 3,556 shares 3,556 $765K 0.38% +12 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,206 shares; 2025Q1: 30,206 shares; 2025Q2: 30,206 shares; 2025Q3: 30,206 shares; 2025Q4: 30,206 shares; 2026Q1: 30,206 shares 30,206 $748K 0.38% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 2,422 shares; 2025Q3: 2,432 shares; 2025Q4: 2,442 shares; 2026Q1: 2,452 shares 2,452 $721K 0.36% +10 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,342 shares; 2025Q3: 9,342 shares; 2025Q4: 9,342 shares; 2026Q1: 9,342 shares 9,342 $713K 0.36% 0 Timeline BIV 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: not reported; 2025Q1: 8,465 shares; 2025Q2: 8,836 shares; 2025Q3: 8,927 shares; 2025Q4: 9,050 shares; 2026Q1: 9,111 shares 9,111 $701K 0.35% +61 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: restricted; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 2,620 shares; 2025Q3: 2,979 shares; 2025Q4: 2,582 shares; 2026Q1: 2,942 shares 2,942 $613K 0.31% +360 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: not reported; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares; 2026Q1: 2,105 shares 2,105 $605K 0.3% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,665 shares; 2025Q2: 2,705 shares; 2025Q3: 2,717 shares; 2025Q4: 2,723 shares; 2026Q1: 2,788 shares 2,788 $577K 0.29% +65 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: not reported; 2025Q1: 2,068 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,038 shares; 2026Q1: 2,038 shares 2,038 $534K 0.27% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,633 shares; 2025Q2: 5,680 shares; 2025Q3: 5,930 shares; 2025Q4: 3,330 shares; 2026Q1: 3,381 shares 3,381 $495K 0.25% +51 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,427 shares; 2025Q2: 2,543 shares; 2025Q3: 2,563 shares; 2025Q4: 2,583 shares; 2026Q1: 2,879 shares 2,879 $488K 0.25% +296 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC 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: 1,210 shares; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares 1,418 $479K 0.24% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,737 shares; 2025Q2: 2,833 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,836 shares 2,836 $352K 0.18% +1 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares 1,085 $336K 0.17% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 3,364 shares; 2025Q3: 3,388 shares; 2025Q4: 3,409 shares; 2026Q1: 3,429 shares 3,429 $319K 0.16% +20 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: not reported; 2025Q1: 5,020 shares; 2025Q2: 5,409 shares; 2025Q3: 5,409 shares; 2025Q4: 5,374 shares; 2026Q1: 5,624 shares 5,624 $304K 0.15% +250 Timeline VOE 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: not reported; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares 1,631 $301K 0.15% 0 Timeline BSV 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: not reported; 2025Q1: 3,565 shares; 2025Q2: 3,588 shares; 2025Q3: 3,612 shares; 2025Q4: 3,459 shares; 2026Q1: 3,474 shares 3,474 $272K 0.14% +15 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,981 shares; 2025Q4: 2,981 shares; 2026Q1: 2,981 shares 2,981 $263K 0.13% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED 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: not reported; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $257K 0.13% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 424 shares 424 $243K 0.12% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: 449 shares; 2026Q1: 467 shares 467 $224K 0.11% +18 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON 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: not reported; 2025Q4: not reported; 2026Q1: 912 shares 912 $223K 0.11% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,332 shares; 2025Q3: 2,338 shares; 2025Q4: 2,344 shares; 2026Q1: 2,350 shares 2,350 $221K 0.11% +6 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: not reported; 2025Q4: not reported; 2026Q1: 163 shares 163 $215K 0.11% new Timeline