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; 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; 2026Q2: 601,770 shares 601,770 $94.4M 23.16% -12,466 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 522,543 shares; 2026Q2: 511,729 shares 511,729 $47.6M 11.67% -10,814 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; 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; 2026Q2: 847,790 shares 847,790 $45.5M 11.14% -711,272 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; 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; 2026Q2: 748,527 shares 748,527 $41.3M 10.13% -618 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 137,967 shares 137,967 $39.9M 9.79% -1,729 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,435 shares; 2026Q2: 41,878 shares 41,878 $28.8M 7.05% -2,557 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 105,842 shares 105,842 $21.2M 5.19% -42,135 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221,743 shares; 2026Q1: 223,152 shares; 2026Q2: 217,686 shares 217,686 $16M 3.92% -5,466 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,139 shares; 2026Q2: 143,968 shares 143,968 $15.7M 3.85% +12,829 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,735 shares; 2026Q1: 29,000 shares; 2026Q2: 42,473 shares 42,473 $15M 3.68% +13,473 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; 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; 2026Q2: 727,783 shares 727,783 $13.4M 3.28% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,013 shares; 2026Q2: 143,115 shares 143,115 $12M 2.94% -8,898 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339,368 shares; 2025Q4: 86,503 shares; 2026Q1: 84,413 shares; 2026Q2: 88,365 shares 88,365 $5.4M 1.32% +3,952 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; 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; 2026Q2: 50,755 shares 50,755 $2.99M 0.73% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,378 shares; 2026Q2: 44,398 shares 44,398 $2.65M 0.65% -2,980 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144,484 shares; 2025Q4: 32,520 shares; 2026Q1: 31,728 shares; 2026Q2: 33,093 shares 33,093 $1.79M 0.44% +1,365 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; 2024Q3: 156,691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,733 shares; 2026Q2: 32,671 shares 32,671 $1.74M 0.43% -143,062 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,540 shares 4,540 $1.69M 0.42% -3,146 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,391 shares; 2025Q4: 15,928 shares; 2026Q1: 15,572 shares; 2026Q2: 16,442 shares 16,442 $890K 0.22% +870 Timeline