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: 201,740 shares; 2024Q4: 210,651 shares; 2025Q1: 208,417 shares; 2025Q2: 204,206 shares; 2025Q3: 201,759 shares; 2025Q4: 204,898 shares; 2026Q1: 207,973 shares 207,973 $66.7M 31.68% +3,075 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: 39,353 shares; 2024Q4: 43,631 shares; 2025Q1: 46,216 shares; 2025Q2: 44,930 shares; 2025Q3: 46,112 shares; 2025Q4: 47,898 shares; 2026Q1: 49,741 shares 49,741 $29.7M 14.12% +1,843 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: 55,918 shares; 2024Q4: 55,981 shares; 2025Q1: 56,069 shares; 2025Q2: 55,620 shares; 2025Q3: 56,080 shares; 2025Q4: 55,480 shares; 2026Q1: 55,083 shares 55,083 $26.4M 12.53% -397 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: 213,403 shares; 2024Q4: 218,190 shares; 2025Q1: 233,687 shares; 2025Q2: 230,946 shares; 2025Q3: 240,215 shares; 2025Q4: 271,005 shares; 2026Q1: 288,563 shares 288,563 $18.5M 8.78% +17,558 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,913 shares; 2024Q4: 83,769 shares; 2025Q1: 83,273 shares; 2025Q2: 82,619 shares; 2025Q3: 82,654 shares; 2025Q4: 80,177 shares; 2026Q1: 79,437 shares 79,437 $15.7M 7.47% -740 Timeline VGSH 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: 39,927 shares; 2024Q4: 40,020 shares; 2025Q1: 41,844 shares; 2025Q2: 36,710 shares; 2025Q3: 101,555 shares; 2025Q4: 165,875 shares; 2026Q1: 187,955 shares 187,955 $11M 5.22% +22,080 Timeline VNQ 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: 47,195 shares; 2024Q4: 51,021 shares; 2025Q1: 53,848 shares; 2025Q2: 54,276 shares; 2025Q3: 55,833 shares; 2025Q4: 56,114 shares; 2026Q1: 56,910 shares 56,910 $5.05M 2.4% +796 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 2.39% 0 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: 44,692 shares; 2024Q4: 58,248 shares; 2025Q1: 59,808 shares; 2025Q2: 59,616 shares; 2025Q3: 58,954 shares; 2025Q4: 62,110 shares; 2026Q1: 63,322 shares 63,322 $4.88M 2.32% +1,212 Timeline IDEV 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: 36,160 shares; 2025Q3: 36,160 shares; 2025Q4: 36,834 shares; 2026Q1: 36,834 shares 36,834 $3.08M 1.46% 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; 2024Q2: restricted; 2024Q3: 34,642 shares; 2024Q4: 35,002 shares; 2025Q1: 33,068 shares; 2025Q2: 31,990 shares; 2025Q3: 31,201 shares; 2025Q4: 31,669 shares; 2026Q1: 31,518 shares 31,518 $2.37M 1.12% -151 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: 11,224 shares; 2024Q4: 11,224 shares; 2025Q1: 11,474 shares; 2025Q2: 11,534 shares; 2025Q3: 11,384 shares; 2025Q4: 11,384 shares; 2026Q1: 11,384 shares 11,384 $1.99M 0.94% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,888 shares; 2024Q4: 48,888 shares; 2025Q1: 48,888 shares; 2025Q2: 48,888 shares; 2025Q3: 48,888 shares; 2025Q4: 48,888 shares; 2026Q1: 48,888 shares 48,888 $1.66M 0.79% 0 Timeline VGK 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: 17,352 shares; 2024Q4: 17,522 shares; 2025Q1: 17,584 shares; 2025Q2: 17,805 shares; 2025Q3: 17,846 shares; 2025Q4: 17,991 shares; 2026Q1: 18,065 shares 18,065 $1.49M 0.71% +74 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $1.4M 0.66% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 5,101 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares; 2026Q1: 5,101 shares 5,101 $1.19M 0.57% +276 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: 5,863 shares; 2024Q4: 5,867 shares; 2025Q1: 5,901 shares; 2025Q2: 5,891 shares; 2025Q3: 5,923 shares; 2025Q4: 5,984 shares; 2026Q1: 6,017 shares 6,017 $1.18M 0.56% +33 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: 4,373 shares; 2024Q4: 4,374 shares; 2025Q1: 4,374 shares; 2025Q2: 4,099 shares; 2025Q3: 4,678 shares; 2025Q4: 4,621 shares; 2026Q1: 4,621 shares 4,621 $1.17M 0.56% 0 Timeline ACWX 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: 13,940 shares; 2024Q4: 13,940 shares; 2025Q1: 13,940 shares; 2025Q2: 13,940 shares; 2025Q3: 13,940 shares; 2025Q4: 13,940 shares; 2026Q1: 13,940 shares 13,940 $954K 0.45% 0 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: 3,035 shares; 2024Q4: 3,051 shares; 2025Q1: 3,072 shares; 2025Q2: 3,072 shares; 2025Q3: 3,095 shares; 2025Q4: 3,116 shares; 2026Q1: 3,134 shares 3,134 $681K 0.32% +18 Timeline INDA 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: 14,830 shares; 2025Q3: 14,830 shares; 2025Q4: 14,244 shares; 2026Q1: 13,350 shares 13,350 $625K 0.3% -894 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,064 shares; 2025Q4: 4,080 shares; 2026Q1: 4,464 shares 4,464 $618K 0.29% +384 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686 shares; 2026Q1: 1,045 shares 1,045 $603K 0.29% +359 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,695 shares; 2024Q4: 3,736 shares; 2025Q1: 3,743 shares; 2025Q2: 3,745 shares; 2025Q3: 3,748 shares; 2025Q4: 3,750 shares; 2026Q1: 2,838 shares 2,838 $545K 0.26% -912 Timeline VNQI 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: 9,893 shares; 2024Q4: 12,799 shares; 2025Q1: 10,818 shares; 2025Q2: 10,818 shares; 2025Q3: 10,872 shares; 2025Q4: 11,352 shares; 2026Q1: 12,152 shares 12,152 $540K 0.26% +800 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR 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: 7,804 shares; 2025Q3: 7,826 shares; 2025Q4: 7,844 shares; 2026Q1: 7,863 shares 7,863 $538K 0.26% +19 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares 532 $530K 0.25% 0 Timeline VPL 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: 5,196 shares; 2025Q4: 5,335 shares; 2026Q1: 5,335 shares 5,335 $521K 0.25% 0 Timeline VBK 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: 1,690 shares; 2024Q4: 1,691 shares; 2025Q1: 1,692 shares; 2025Q2: 1,692 shares; 2025Q3: 1,693 shares; 2025Q4: 1,696 shares; 2026Q1: 1,696 shares 1,696 $513K 0.24% 0 Timeline FXC INVESCO CURRENCYSHARES CDN D More: the full row for INVESCO CURRENCYSHARES CDN D 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: 7,140 shares; 2025Q3: 7,149 shares; 2025Q4: 7,154 shares; 2026Q1: 7,156 shares 7,156 $503K 0.24% +2 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,787 shares; 2025Q1: 8,572 shares; 2025Q2: 8,074 shares; 2025Q3: 8,074 shares; 2025Q4: 7,118 shares; 2026Q1: 6,994 shares 6,994 $496K 0.24% -124 Timeline GOOGL 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: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares 1,660 $477K 0.23% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL 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: 2,989 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares; 2026Q1: 2,989 shares 2,989 $443K 0.21% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,073 shares; 2024Q4: 6,073 shares; 2025Q1: 6,073 shares; 2025Q2: 6,073 shares; 2025Q3: 6,073 shares; 2025Q4: 6,073 shares; 2026Q1: 6,073 shares 6,073 $381K 0.18% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,291 shares; 2025Q1: 3,291 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 3,291 shares 3,291 $360K 0.17% +1,291 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: 1,676 shares; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,676 shares 1,676 $344K 0.16% 0 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: 1,676 shares; 2024Q4: 1,666 shares; 2025Q1: 1,668 shares; 2025Q2: 1,645 shares; 2025Q3: 1,647 shares; 2025Q4: 1,648 shares; 2026Q1: 1,650 shares 1,650 $340K 0.16% +2 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: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $313K 0.15% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,016 shares; 2025Q4: 986 shares; 2026Q1: 981 shares 981 $281K 0.13% -5 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: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 940 shares; 2025Q3: 915 shares; 2025Q4: 911 shares; 2026Q1: 910 shares 910 $268K 0.13% -1 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT 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: 789 shares; 2025Q4: 789 shares; 2026Q1: 790 shares 790 $260K 0.12% +1 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: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,131 shares; 2025Q2: 941 shares; 2025Q3: 959 shares; 2025Q4: 881 shares; 2026Q1: 1,100 shares 1,100 $229K 0.11% +219 Timeline IEI 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: 2,840 shares; 2024Q4: 2,790 shares; 2025Q1: 2,792 shares; 2025Q2: 2,737 shares; 2025Q3: 2,740 shares; 2025Q4: 1,918 shares; 2026Q1: 1,920 shares 1,920 $228K 0.11% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 927 shares 927 $227K 0.11% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 324 shares; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 305 shares; 2026Q1: 306 shares 306 $213K 0.1% +1 Timeline WHEELS UP EXPERIENCE I F WHEELS UP EXPERIENCE I F More: the full row for WHEELS UP EXPERIENCE I F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,666 shares; 2024Q4: 16,666 shares; 2025Q1: 16,666 shares; 2025Q2: 16,666 shares; 2025Q3: 16,666 shares; 2025Q4: 16,666 shares; 2026Q1: 16,666 shares 16,666 $8.61K <0.01% 0