XLF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,770 shares; 2024Q4: 977,514 shares; 2025Q1: 1,619,374 shares; 2025Q2: 2,178,114 shares 2,178,114 $114M 27.02% +558,740 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,412 shares; 2024Q4: 370,516 shares; 2025Q1: 1,222,690 shares; 2025Q2: 739,672 shares 739,672 $95.1M 22.51% -483,018 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,740 shares; 2024Q4: 406,899 shares; 2025Q1: 406,899 shares; 2025Q2: 406,899 shares 406,899 $64.3M 15.23% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,451 shares; 2024Q4: 213,451 shares; 2025Q1: 213,451 shares; 2025Q2: 213,451 shares 213,451 $27.2M 6.44% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,155 shares; 2024Q4: 155,729 shares; 2025Q1: 155,729 shares; 2025Q2: 120,140 shares 120,140 $24.6M 5.84% -35,589 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,003 shares; 2024Q4: 96,003 shares; 2025Q1: 96,003 shares; 2025Q2: 96,003 shares 96,003 $24.3M 5.76% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187,328 shares; 2024Q4: 1,187,328 shares; 2025Q1: 1,187,328 shares; 2025Q2: 1,187,328 shares 1,187,328 $16.2M 3.83% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,534 shares; 2024Q4: 289,956 shares; 2025Q1: 200,020 shares; 2025Q2: 236,171 shares 236,171 $13.3M 3.14% +36,151 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,849 shares; 2024Q4: 13,104 shares; 2025Q1: 12,392 shares; 2025Q2: 47,932 shares 47,932 $10M 2.37% +35,540 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,632,885 shares; 2024Q4: 2,979,141 shares; 2025Q1: 2,979,141 shares; 2025Q2: 3,634,465 shares 3,634,465 $7.45M 1.76% +655,324 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 556,521 shares 556,521 $6.27M 1.49% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,065 shares; 2025Q1: 13,733 shares; 2025Q2: 13,947 shares 13,947 $3.59M 0.85% +214 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 6,444 shares; 2025Q1: 7,054 shares; 2025Q2: 6,813 shares 6,813 $3.39M 0.8% -241 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,717 shares; 2024Q4: 55,717 shares; 2025Q1: 55,717 shares; 2025Q2: 55,717 shares 55,717 $3.33M 0.79% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,911 shares; 2024Q4: 17,123 shares; 2025Q1: 17,303 shares; 2025Q2: 17,643 shares 17,643 $3.24M 0.77% +340 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,106 shares; 2024Q4: 15,410 shares; 2025Q1: 15,085 shares; 2025Q2: 16,236 shares 16,236 $2.86M 0.68% +1,151 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,514 shares; 2024Q4: 43,993 shares; 2025Q1: 47,694 shares; 2025Q2: 44,594 shares 44,594 $2.5M 0.59% -3,100 Timeline BARK BARK INC More: the full row for BARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,570 shares; 2024Q4: 704,570 shares; 2025Q1: 704,570 shares; 2025Q2: 704,570 shares 704,570 $620K 0.15% 0 Timeline