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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,770 shares; 2024Q4: 977,514 shares; 2025Q1: 1,619,374 shares; 2025Q2: 2,178,114 shares; 2025Q3: 2,178,114 shares; 2025Q4: 2,850,991 shares 2,850,991 $156M 26.88% +672,877 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,003 shares; 2024Q4: 96,003 shares; 2025Q1: 96,003 shares; 2025Q2: 96,003 shares; 2025Q3: 96,003 shares; 2025Q4: 621,654 shares 621,654 $89.5M 15.4% +525,651 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,412 shares; 2024Q4: 370,516 shares; 2025Q1: 1,222,690 shares; 2025Q2: 739,672 shares; 2025Q3: 497,447 shares; 2025Q4: 604,720 shares 604,720 $85.3M 14.68% +107,273 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,740 shares; 2024Q4: 406,899 shares; 2025Q1: 406,899 shares; 2025Q2: 406,899 shares; 2025Q3: 406,899 shares; 2025Q4: 265,211 shares 265,211 $49.5M 8.51% -141,688 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,155 shares; 2024Q4: 155,729 shares; 2025Q1: 155,729 shares; 2025Q2: 120,140 shares; 2025Q3: 155,729 shares; 2025Q4: 174,002 shares 174,002 $47.3M 8.14% +18,273 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,534 shares; 2024Q4: 289,956 shares; 2025Q1: 200,020 shares; 2025Q2: 236,171 shares; 2025Q3: 562,361 shares; 2025Q4: 535,858 shares 535,858 $29.9M 5.15% -26,503 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,451 shares; 2024Q4: 213,451 shares; 2025Q1: 213,451 shares; 2025Q2: 213,451 shares; 2025Q3: 213,451 shares; 2025Q4: 213,451 shares 213,451 $28.5M 4.9% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187,328 shares; 2024Q4: 1,187,328 shares; 2025Q1: 1,187,328 shares; 2025Q2: 1,187,328 shares; 2025Q3: 1,455,567 shares; 2025Q4: 1,455,567 shares 1,455,567 $22.1M 3.8% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 6,444 shares; 2025Q1: 7,054 shares; 2025Q2: 6,813 shares; 2025Q3: 9,732 shares; 2025Q4: 42,311 shares 42,311 $20.5M 3.52% +32,579 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221,743 shares 221,743 $16.4M 2.83% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,735 shares 36,735 $11.5M 1.98% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339,368 shares; 2025Q4: 86,503 shares 86,503 $4.86M 0.84% -252,865 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,022 shares; 2025Q4: 9,835 shares 9,835 $3.45M 0.59% -187 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,849 shares; 2024Q4: 13,104 shares; 2025Q1: 12,392 shares; 2025Q2: 47,932 shares; 2025Q3: 12,737 shares; 2025Q4: 14,074 shares 14,074 $3.25M 0.56% +1,337 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,065 shares; 2025Q1: 13,733 shares; 2025Q2: 13,947 shares; 2025Q3: 12,940 shares; 2025Q4: 10,533 shares 10,533 $3.24M 0.56% -2,407 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,717 shares; 2024Q4: 55,717 shares; 2025Q1: 55,717 shares; 2025Q2: 55,717 shares; 2025Q3: 55,717 shares; 2025Q4: 50,755 shares 50,755 $3.04M 0.52% -4,962 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,514 shares; 2024Q4: 43,993 shares; 2025Q1: 47,694 shares; 2025Q2: 44,594 shares; 2025Q3: 49,126 shares; 2025Q4: 54,656 shares 54,656 $2.98M 0.51% +5,530 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144,484 shares; 2025Q4: 32,520 shares 32,520 $1.64M 0.28% -111,964 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,632,885 shares; 2024Q4: 2,979,141 shares; 2025Q1: 2,979,141 shares; 2025Q2: 3,634,465 shares; 2025Q3: 856,628 shares; 2025Q4: 195,569 shares 195,569 $696K 0.12% -661,059 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,391 shares; 2025Q4: 15,928 shares 15,928 $679K 0.12% -57,463 Timeline BARK BARK INC More: the full row for BARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,570 shares; 2024Q4: 704,570 shares; 2025Q1: 704,570 shares; 2025Q2: 704,570 shares; 2025Q3: 704,570 shares; 2025Q4: 704,570 shares 704,570 $423K 0.07% 0 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,279 shares 3,279 $101K 0.02% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202 shares 202 $37.5K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares 17 $508 <0.01% new Timeline