MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,776 shares; 2024Q4: 184,846 shares; 2025Q1: 190,300 shares; 2025Q2: 191,343 shares; 2025Q3: 190,547 shares 190,547 $26.2M 17.84% -796 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,548 shares; 2024Q4: 55,187 shares; 2025Q1: 57,233 shares; 2025Q2: 57,451 shares; 2025Q3: 57,098 shares 57,098 $23M 15.62% -353 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,149 shares; 2024Q4: 205,888 shares; 2025Q1: 207,953 shares; 2025Q2: 206,276 shares; 2025Q3: 203,970 shares 203,970 $16.3M 11.06% -2,306 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: 89,906 shares; 2024Q4: 141,914 shares; 2025Q1: 143,971 shares; 2025Q2: 145,958 shares; 2025Q3: 145,685 shares 145,685 $10.8M 7.36% -273 Timeline BSV 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: 129,521 shares; 2024Q4: 121,069 shares; 2025Q1: 122,061 shares; 2025Q2: 123,327 shares; 2025Q3: 123,131 shares 123,131 $9.72M 6.6% -196 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: 159,465 shares; 2024Q4: 154,539 shares; 2025Q1: 156,526 shares; 2025Q2: 156,484 shares; 2025Q3: 155,127 shares 155,127 $8.4M 5.71% -1,357 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,177 shares; 2024Q4: 89,495 shares; 2025Q1: 91,555 shares; 2025Q2: 91,288 shares; 2025Q3: 90,463 shares 90,463 $7.95M 5.4% -825 Timeline VOT 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: 18,191 shares; 2024Q4: 20,703 shares; 2025Q1: 22,026 shares; 2025Q2: 22,125 shares; 2025Q3: 22,008 shares 22,008 $6.47M 4.39% -117 Timeline VOE 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: 27,782 shares; 2024Q4: 33,196 shares; 2025Q1: 35,229 shares; 2025Q2: 35,447 shares; 2025Q3: 35,344 shares 35,344 $6.17M 4.19% -103 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,646 shares; 2024Q4: 16,393 shares; 2025Q1: 16,285 shares; 2025Q2: 16,110 shares; 2025Q3: 15,906 shares 15,906 $5.65M 3.84% -204 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,375 shares; 2024Q4: 22,657 shares; 2025Q1: 24,114 shares; 2025Q2: 24,294 shares; 2025Q3: 24,222 shares 24,222 $5.06M 3.44% -72 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 15,358 shares; 2025Q1: 16,478 shares; 2025Q2: 16,636 shares; 2025Q3: 16,576 shares 16,576 $4.93M 3.35% -60 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: 30,578 shares; 2024Q4: 46,756 shares; 2025Q1: 48,349 shares; 2025Q2: 48,670 shares; 2025Q3: 48,551 shares 48,551 $4.44M 3.02% -119 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,376 shares; 2024Q4: 82,893 shares; 2025Q1: 84,423 shares; 2025Q2: 85,159 shares; 2025Q3: 85,044 shares 85,044 $4.21M 2.86% -115 Timeline IGE 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: 45,235 shares; 2024Q4: 45,915 shares; 2025Q1: 45,470 shares; 2025Q2: 47,029 shares; 2025Q3: 46,812 shares 46,812 $2.3M 1.56% -217 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,261 shares; 2024Q4: 41,783 shares; 2025Q1: 41,901 shares; 2025Q2: 42,263 shares; 2025Q3: 42,139 shares 42,139 $2.13M 1.45% -124 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: 4,118 shares; 2024Q4: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,665 shares; 2025Q3: 3,517 shares 3,517 $1.82M 1.24% -148 Timeline TSLA TESLA INC More: the full row for TESLA INC 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: 403 shares; 2025Q2: 595 shares; 2025Q3: 968 shares 968 $430K 0.29% +373 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: 1,651 shares; 2024Q4: 827 shares; 2025Q1: 893 shares; 2025Q2: 894 shares; 2025Q3: 895 shares 895 $294K 0.2% +1 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: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares 2,620 $245K 0.17% 0 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: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $168K 0.11% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC 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: 218 shares; 2025Q3: 374 shares 374 $123K 0.08% +156 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC 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: 220 shares; 2025Q3: 650 shares 650 $119K 0.08% +430 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 1,398 shares; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,539 shares 1,539 $110K 0.07% +4 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: 80 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares 102 $62.5K 0.04% 0 Timeline VB 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: 30 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares 31 $7.88K 0.01% 0 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: 339 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares 64 $3.83K <0.01% 0 Timeline