IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,543 shares; 2024Q4: 46,595 shares; 2025Q1: 44,007 shares; 2025Q2: 43,361 shares; 2025Q3: 41,173 shares 41,173 $27.6M 23.45% -2,188 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,781 shares; 2024Q4: 138,502 shares; 2025Q1: 138,203 shares; 2025Q2: 137,992 shares; 2025Q3: 132,528 shares 132,528 $12.8M 10.88% -5,464 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,645 shares; 2024Q4: 47,948 shares; 2025Q1: 47,548 shares; 2025Q2: 48,120 shares; 2025Q3: 47,496 shares 47,496 $11.5M 9.78% -624 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,785 shares; 2024Q4: 156,941 shares; 2025Q1: 158,720 shares; 2025Q2: 160,195 shares; 2025Q3: 159,756 shares 159,756 $9.84M 8.38% -439 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,056 shares; 2024Q4: 16,041 shares; 2025Q1: 14,904 shares; 2025Q2: 15,025 shares; 2025Q3: 14,320 shares 14,320 $5.43M 4.62% -705 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,218 shares; 2024Q4: 59,006 shares; 2025Q1: 56,364 shares; 2025Q2: 55,332 shares; 2025Q3: 55,092 shares 55,092 $4.81M 4.09% -240 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,136 shares; 2024Q4: 56,757 shares; 2025Q1: 57,363 shares; 2025Q2: 58,633 shares; 2025Q3: 59,144 shares 59,144 $4.4M 3.74% +511 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,566 shares; 2024Q4: 22,566 shares; 2025Q1: 22,566 shares; 2025Q2: 22,566 shares; 2025Q3: 22,566 shares 22,566 $3.71M 3.16% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,364 shares; 2024Q4: 29,193 shares; 2025Q1: 29,113 shares; 2025Q2: 29,126 shares; 2025Q3: 29,138 shares 29,138 $3.48M 2.96% +12 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,046 shares; 2024Q4: 31,023 shares; 2025Q1: 31,023 shares; 2025Q2: 31,076 shares; 2025Q3: 30,541 shares 30,541 $2.85M 2.43% -535 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,439 shares; 2024Q4: 36,699 shares; 2025Q1: 36,429 shares; 2025Q2: 36,567 shares; 2025Q3: 35,646 shares 35,646 $2.14M 1.82% -921 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 5,490 shares; 2025Q1: 5,490 shares; 2025Q2: 5,490 shares; 2025Q3: 5,490 shares 5,490 $2.03M 1.73% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,760 shares; 2024Q4: 13,914 shares; 2025Q1: 13,914 shares; 2025Q2: 13,914 shares; 2025Q3: 13,914 shares 13,914 $1.72M 1.47% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,808 shares; 2024Q4: 8,049 shares; 2025Q1: 7,817 shares; 2025Q2: 7,818 shares; 2025Q3: 6,733 shares 6,733 $1.71M 1.46% -1,085 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,248 shares; 2024Q4: 20,302 shares; 2025Q1: 20,329 shares; 2025Q2: 20,369 shares; 2025Q3: 20,409 shares 20,409 $1.69M 1.44% +40 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,914 shares; 2024Q4: 14,563 shares; 2025Q1: 14,563 shares; 2025Q2: 13,251 shares; 2025Q3: 13,323 shares 13,323 $1.48M 1.26% +72 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,065 shares; 2024Q4: 14,457 shares; 2025Q1: 14,563 shares; 2025Q2: 15,086 shares; 2025Q3: 14,996 shares 14,996 $1.37M 1.17% -90 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,333 shares; 2024Q4: 17,253 shares; 2025Q1: 17,952 shares; 2025Q2: 17,629 shares; 2025Q3: 17,103 shares 17,103 $1.13M 0.96% -526 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,336 shares; 2024Q4: 22,555 shares; 2025Q1: 22,555 shares; 2025Q2: 22,434 shares; 2025Q3: 22,434 shares 22,434 $1.07M 0.91% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,775 shares; 2025Q1: 1,720 shares; 2025Q2: 1,691 shares; 2025Q3: 1,692 shares 1,692 $1.02M 0.86% +1 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,014 shares; 2025Q1: 2,016 shares; 2025Q2: 2,018 shares; 2025Q3: 2,020 shares 2,020 $946K 0.81% +2 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,939 shares; 2024Q4: 9,462 shares; 2025Q1: 9,462 shares; 2025Q2: 9,340 shares; 2025Q3: 9,340 shares 9,340 $936K 0.8% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,160 shares; 2024Q4: 27,500 shares; 2025Q1: 28,758 shares; 2025Q2: 27,491 shares; 2025Q3: 27,765 shares 27,765 $878K 0.75% +274 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,610 shares; 2024Q4: 15,593 shares; 2025Q1: 15,593 shares; 2025Q2: 15,593 shares; 2025Q3: 15,557 shares 15,557 $870K 0.74% -36 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,520 shares; 2024Q4: 8,520 shares; 2025Q1: 8,520 shares; 2025Q2: 8,056 shares; 2025Q3: 8,056 shares 8,056 $805K 0.69% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,782 shares; 2025Q1: 3,798 shares; 2025Q2: 3,815 shares; 2025Q3: 3,832 shares 3,832 $780K 0.66% +17 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,156 shares; 2024Q4: 16,201 shares; 2025Q1: 16,025 shares; 2025Q2: 16,137 shares; 2025Q3: 15,811 shares 15,811 $701K 0.6% -326 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: 9,454 shares; 2025Q1: 9,454 shares; 2025Q2: 9,487 shares; 2025Q3: 8,479 shares 8,479 $650K 0.55% -1,008 Timeline VUSB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 12,476 shares; 2025Q1: 12,476 shares; 2025Q2: 12,476 shares; 2025Q3: 12,476 shares 12,476 $624K 0.53% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,935 shares; 2024Q4: 12,964 shares; 2025Q1: 12,964 shares; 2025Q2: 12,964 shares; 2025Q3: 12,964 shares 12,964 $599K 0.51% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,057 shares; 2025Q1: 2,945 shares; 2025Q2: 3,957 shares; 2025Q3: 3,904 shares 3,904 $569K 0.48% -53 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,078 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 925 shares 925 $567K 0.48% -155 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,021 shares; 2024Q4: 9,039 shares; 2025Q1: 8,358 shares; 2025Q2: 8,139 shares; 2025Q3: 8,150 shares 8,150 $532K 0.45% +11 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares 1,082 $369K 0.31% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,270 shares; 2025Q1: 3,271 shares; 2025Q2: 3,271 shares; 2025Q3: 3,102 shares 3,102 $369K 0.31% -169 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,057 shares; 2025Q2: 1,071 shares; 2025Q3: 1,115 shares 1,115 $366K 0.31% +44 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares 680 $333K 0.28% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 7,553 shares; 2025Q1: 7,553 shares; 2025Q2: 7,593 shares; 2025Q3: 7,593 shares 7,593 $326K 0.28% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 11,347 shares; 2025Q1: 11,374 shares; 2025Q2: 11,411 shares; 2025Q3: 11,448 shares 11,448 $319K 0.27% +37 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,126 shares; 2025Q1: 2,570 shares; 2025Q2: 2,580 shares; 2025Q3: 1,650 shares 1,650 $308K 0.26% -930 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,472 shares; 2024Q4: 5,520 shares; 2025Q1: 5,522 shares; 2025Q2: 5,527 shares; 2025Q3: 5,538 shares 5,538 $300K 0.26% +11 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,592 shares; 2024Q4: 10,595 shares; 2025Q1: 10,628 shares; 2025Q2: 10,660 shares; 2025Q3: 10,689 shares 10,689 $282K 0.24% +29 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,717 shares; 2025Q1: 3,732 shares; 2025Q2: 3,747 shares; 2025Q3: 3,757 shares 3,757 $271K 0.23% +10 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 505 shares 505 $262K 0.22% -111 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,148 shares; 2025Q1: 980 shares; 2025Q2: 958 shares; 2025Q3: 814 shares 814 $261K 0.22% -144 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 8,329 shares; 2025Q1: 8,124 shares; 2025Q2: 8,132 shares; 2025Q3: 8,139 shares 8,139 $260K 0.22% +7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 1,801 shares; 2025Q1: 1,796 shares; 2025Q2: 1,813 shares; 2025Q3: 1,147 shares 1,147 $252K 0.21% -666 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 887 shares 887 $250K 0.21% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 8,274 shares; 2025Q1: 8,319 shares; 2025Q2: 8,362 shares; 2025Q3: 8,405 shares 8,405 $245K 0.21% +43 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,638 shares 3,638 $236K 0.2% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,289 shares; 2025Q1: not reported; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares 1,289 $228K 0.19% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares 475 $226K 0.19% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 713 shares; 2025Q3: 715 shares 715 $220K 0.19% +2 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,988 shares; 2025Q1: not reported; 2025Q2: 1,988 shares; 2025Q3: 1,988 shares 1,988 $220K 0.19% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,051 shares 4,051 $216K 0.18% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 464 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 428 shares 428 $215K 0.18% -176 Timeline