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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,776 shares; 2024Q4: 184,846 shares; 2025Q1: 190,300 shares; 2025Q2: 191,343 shares; 2025Q3: 190,547 shares; 2025Q4: 190,085 shares 190,085 $26.8M 18.11% -462 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,548 shares; 2024Q4: 55,187 shares; 2025Q1: 57,233 shares; 2025Q2: 57,451 shares; 2025Q3: 57,098 shares; 2025Q4: 56,546 shares 56,546 $23.3M 15.75% -552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,149 shares; 2024Q4: 205,888 shares; 2025Q1: 207,953 shares; 2025Q2: 206,276 shares; 2025Q3: 203,970 shares; 2025Q4: 202,134 shares 202,134 $16.9M 11.41% -1,836 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,906 shares; 2024Q4: 141,914 shares; 2025Q1: 143,971 shares; 2025Q2: 145,958 shares; 2025Q3: 145,685 shares; 2025Q4: 142,580 shares 142,580 $10.6M 7.13% -3,105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,521 shares; 2024Q4: 121,069 shares; 2025Q1: 122,061 shares; 2025Q2: 123,327 shares; 2025Q3: 123,131 shares; 2025Q4: 122,722 shares 122,722 $9.67M 6.53% -409 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,465 shares; 2024Q4: 154,539 shares; 2025Q1: 156,526 shares; 2025Q2: 156,484 shares; 2025Q3: 155,127 shares; 2025Q4: 154,327 shares 154,327 $8.3M 5.6% -800 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,177 shares; 2024Q4: 89,495 shares; 2025Q1: 91,555 shares; 2025Q2: 91,288 shares; 2025Q3: 90,463 shares; 2025Q4: 89,722 shares 89,722 $8.11M 5.47% -741 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,782 shares; 2024Q4: 33,196 shares; 2025Q1: 35,229 shares; 2025Q2: 35,447 shares; 2025Q3: 35,344 shares; 2025Q4: 35,238 shares 35,238 $6.25M 4.22% -106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,646 shares; 2024Q4: 16,393 shares; 2025Q1: 16,285 shares; 2025Q2: 16,110 shares; 2025Q3: 15,906 shares; 2025Q4: 15,769 shares 15,769 $6.25M 4.22% -137 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,191 shares; 2024Q4: 20,703 shares; 2025Q1: 22,026 shares; 2025Q2: 22,125 shares; 2025Q3: 22,008 shares; 2025Q4: 21,935 shares 21,935 $6.12M 4.13% -73 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,375 shares; 2024Q4: 22,657 shares; 2025Q1: 24,114 shares; 2025Q2: 24,294 shares; 2025Q3: 24,222 shares; 2025Q4: 24,187 shares 24,187 $5.12M 3.46% -35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 15,358 shares; 2025Q1: 16,478 shares; 2025Q2: 16,636 shares; 2025Q3: 16,576 shares; 2025Q4: 16,525 shares 16,525 $4.99M 3.37% -51 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,578 shares; 2024Q4: 46,756 shares; 2025Q1: 48,349 shares; 2025Q2: 48,670 shares; 2025Q3: 48,551 shares; 2025Q4: 46,342 shares 46,342 $4.1M 2.77% -2,209 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,376 shares; 2024Q4: 82,893 shares; 2025Q1: 84,423 shares; 2025Q2: 85,159 shares; 2025Q3: 85,044 shares; 2025Q4: 79,834 shares 79,834 $3.86M 2.6% -5,210 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,235 shares; 2024Q4: 45,915 shares; 2025Q1: 45,470 shares; 2025Q2: 47,029 shares; 2025Q3: 46,812 shares; 2025Q4: 46,794 shares 46,794 $2.35M 1.59% -18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,261 shares; 2024Q4: 41,783 shares; 2025Q1: 41,901 shares; 2025Q2: 42,263 shares; 2025Q3: 42,139 shares; 2025Q4: 42,135 shares 42,135 $2.08M 1.41% -4 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,665 shares; 2025Q3: 3,517 shares; 2025Q4: 3,517 shares 3,517 $1.7M 1.15% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 595 shares; 2025Q3: 968 shares; 2025Q4: 1,073 shares 1,073 $483K 0.33% +105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 827 shares; 2025Q1: 893 shares; 2025Q2: 894 shares; 2025Q3: 895 shares; 2025Q4: 896 shares 896 $300K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares 2,620 $252K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 374 shares; 2025Q4: 374 shares 374 $129K 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 1,398 shares; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,539 shares; 2025Q4: 1,546 shares 1,546 $114K 0.08% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 650 shares; 2025Q4: 500 shares 500 $88.9K 0.06% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares 102 $64K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares 31 $8K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares 64 $4K <0.01% 0 Timeline