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; 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; 2026Q1: 614,236 shares 614,236 $85M 19.15% +9,516 Timeline 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; 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; 2026Q1: 1,559,062 shares 1,559,062 $77M 17.35% -1,291,929 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; 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; 2026Q1: 749,145 shares 749,145 $41.5M 9.35% +213,287 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 522,543 shares 522,543 $41.3M 9.32% new 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: 71,155 shares; 2024Q4: 155,729 shares; 2025Q1: 155,729 shares; 2025Q2: 120,140 shares; 2025Q3: 155,729 shares; 2025Q4: 174,002 shares; 2026Q1: 139,696 shares 139,696 $35.5M 7.99% -34,306 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,435 shares 44,435 $26.6M 5.98% new 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: 302,740 shares; 2024Q4: 406,899 shares; 2025Q1: 406,899 shares; 2025Q2: 406,899 shares; 2025Q3: 406,899 shares; 2025Q4: 265,211 shares; 2026Q1: 147,977 shares 147,977 $25.8M 5.82% -117,234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221,743 shares; 2026Q1: 223,152 shares 223,152 $16.4M 3.7% +1,409 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; 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; 2026Q1: 727,783 shares 727,783 $15.9M 3.58% -727,784 Timeline LQD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,139 shares 131,139 $14.3M 3.22% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,013 shares 152,013 $11.4M 2.57% new Timeline XLE 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; 2024Q2: restricted; 2024Q3: 156,691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,733 shares 175,733 $10.8M 2.43% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,735 shares; 2026Q1: 29,000 shares 29,000 $8.32M 1.87% -7,735 Timeline BARK BARK INC More: the full row for BARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 704,570 shares 704,570 $7.14M 1.61% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339,368 shares; 2025Q4: 86,503 shares; 2026Q1: 84,413 shares 84,413 $4.48M 1.01% -2,090 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: 40,849 shares; 2024Q4: 13,104 shares; 2025Q1: 12,392 shares; 2025Q2: 47,932 shares; 2025Q3: 12,737 shares; 2025Q4: 14,074 shares; 2026Q1: 14,904 shares 14,904 $3.1M 0.7% +830 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; 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; 2026Q1: 50,755 shares 50,755 $3.02M 0.68% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,022 shares; 2025Q4: 9,835 shares; 2026Q1: 9,647 shares 9,647 $2.92M 0.66% -188 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: 16,570 shares; 2024Q4: 6,444 shares; 2025Q1: 7,054 shares; 2025Q2: 6,813 shares; 2025Q3: 9,732 shares; 2025Q4: 42,311 shares; 2026Q1: 7,686 shares 7,686 $2.85M 0.64% -34,625 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,188 shares 9,188 $2.61M 0.59% -1,345 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; 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; 2026Q1: 55,936 shares 55,936 $2.59M 0.58% +1,280 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,378 shares 47,378 $2.56M 0.58% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144,484 shares; 2025Q4: 32,520 shares; 2026Q1: 31,728 shares 31,728 $1.58M 0.36% -792 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,391 shares; 2025Q4: 15,928 shares; 2026Q1: 15,572 shares 15,572 $688K 0.16% -356 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; 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; 2026Q1: 195,469 shares 195,469 $565K 0.13% -100 Timeline