SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,704,127 shares; 2025Q1: 5,125,848 shares; 2025Q2: 5,317,895 shares; 2025Q3: 5,648,641 shares 5,648,641 $443M 29.99% +330,746 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,043,473 shares; 2025Q1: 2,055,797 shares; 2025Q2: 2,046,337 shares; 2025Q3: 2,588,234 shares 2,588,234 $131M 8.91% +541,897 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,445,251 shares; 2025Q1: 4,073,845 shares; 2025Q2: 4,078,975 shares; 2025Q3: 4,176,218 shares 4,176,218 $92.1M 6.24% +97,243 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,485 shares; 2025Q1: 543,162 shares; 2025Q2: 802,131 shares; 2025Q3: 1,174,163 shares 1,174,163 $59.3M 4.02% +372,032 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 769,980 shares; 2025Q1: 766,051 shares; 2025Q2: 766,624 shares; 2025Q3: 765,610 shares 765,610 $55.5M 3.76% -1,014 Timeline 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: restricted; 2024Q4: 71,358 shares; 2025Q1: 69,763 shares; 2025Q2: 71,824 shares; 2025Q3: 69,647 shares 69,647 $46.6M 3.16% -2,177 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 517,869 shares; 2025Q1: 566,652 shares; 2025Q2: 626,762 shares; 2025Q3: 691,808 shares 691,808 $39.6M 2.68% +65,046 Timeline QUAL 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: restricted; 2024Q4: 191,846 shares; 2025Q1: 194,773 shares; 2025Q2: 193,983 shares; 2025Q3: 192,751 shares 192,751 $37.5M 2.54% -1,232 Timeline MTUM 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: restricted; 2024Q4: 134,724 shares; 2025Q1: 137,128 shares; 2025Q2: 135,378 shares; 2025Q3: 134,490 shares 134,490 $34.5M 2.34% -888 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: restricted; 2024Q4: 446,576 shares; 2025Q1: 444,149 shares; 2025Q2: 460,205 shares; 2025Q3: 462,226 shares 462,226 $27.7M 1.88% +2,021 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,095 shares; 2025Q1: 213,370 shares; 2025Q2: 212,708 shares; 2025Q3: 209,874 shares 209,874 $27.3M 1.85% -2,834 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 551,544 shares; 2025Q1: 542,562 shares; 2025Q2: 529,134 shares; 2025Q3: 520,638 shares 520,638 $23.3M 1.58% -8,496 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,102 shares; 2025Q2: 68,468 shares; 2025Q3: 68,843 shares 68,843 $20.8M 1.41% +375 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: restricted; 2024Q4: 119,523 shares; 2025Q1: 111,571 shares; 2025Q2: 110,421 shares; 2025Q3: 107,564 shares 107,564 $15.7M 1.06% -2,857 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 323,179 shares; 2025Q1: 285,959 shares; 2025Q2: 280,672 shares; 2025Q3: 274,592 shares 274,592 $11.3M 0.77% -6,080 Timeline IWB 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: restricted; 2024Q4: 52,349 shares; 2025Q1: 52,349 shares; 2025Q2: 54,197 shares; 2025Q3: 30,501 shares 30,501 $11.1M 0.76% -23,696 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: restricted; 2024Q4: 234,852 shares; 2025Q1: 245,445 shares; 2025Q2: 245,635 shares; 2025Q3: 245,243 shares 245,243 $10.5M 0.71% -392 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,043 shares; 2025Q1: 146,454 shares; 2025Q2: 143,342 shares; 2025Q3: 140,121 shares 140,121 $10.5M 0.71% -3,221 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: restricted; 2024Q4: 21,157 shares; 2025Q1: 21,019 shares; 2025Q2: 20,799 shares; 2025Q3: 20,729 shares 20,729 $9.71M 0.66% -70 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: restricted; 2024Q4: 33,086 shares; 2025Q1: 28,676 shares; 2025Q2: 28,595 shares; 2025Q3: 28,103 shares 28,103 $9.23M 0.63% -492 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,091 shares; 2025Q1: 134,671 shares; 2025Q2: 133,296 shares; 2025Q3: 132,109 shares 132,109 $9.04M 0.61% -1,187 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,275 shares; 2025Q1: 92,297 shares; 2025Q2: 92,280 shares; 2025Q3: 92,287 shares 92,287 $9.03M 0.61% +7 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: restricted; 2024Q4: 30,847 shares; 2025Q1: 30,016 shares; 2025Q2: 28,689 shares; 2025Q3: 28,058 shares 28,058 $8.64M 0.59% -631 Timeline VO 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: restricted; 2024Q4: 28,856 shares; 2025Q1: 28,894 shares; 2025Q2: 28,800 shares; 2025Q3: 29,103 shares 29,103 $8.55M 0.58% +303 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,012 shares; 2025Q1: 154,195 shares; 2025Q2: 153,987 shares; 2025Q3: 151,902 shares 151,902 $8.4M 0.57% -2,085 Timeline IQLT 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: restricted; 2024Q4: 173,685 shares; 2025Q1: 188,684 shares; 2025Q2: 187,842 shares; 2025Q3: 187,614 shares 187,614 $8.29M 0.56% -228 Timeline SPGP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,380 shares; 2025Q1: 72,518 shares; 2025Q2: 71,369 shares; 2025Q3: 71,156 shares 71,156 $8.08M 0.55% -213 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: restricted; 2024Q4: 31,150 shares; 2025Q1: 35,889 shares; 2025Q2: 31,933 shares; 2025Q3: 30,670 shares 30,670 $7.81M 0.53% -1,263 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,052 shares; 2025Q1: 7,872 shares; 2025Q2: 7,870 shares; 2025Q3: 10,609 shares 10,609 $7.07M 0.48% +2,739 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,549 shares; 2025Q1: 76,857 shares; 2025Q2: 75,357 shares; 2025Q3: 75,357 shares 75,357 $6.82M 0.46% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239,964 shares; 2025Q1: 209,417 shares; 2025Q2: 191,500 shares; 2025Q3: 187,598 shares 187,598 $6.82M 0.46% -3,902 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: restricted; 2024Q4: 11,132 shares; 2025Q1: 10,678 shares; 2025Q2: 10,942 shares; 2025Q3: 11,028 shares 11,028 $6.75M 0.46% +86 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: restricted; 2024Q4: 10,140 shares; 2025Q1: 12,290 shares; 2025Q2: 10,224 shares; 2025Q3: 12,965 shares 12,965 $6.72M 0.46% +2,741 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: restricted; 2024Q4: 51,793 shares; 2025Q1: 51,378 shares; 2025Q2: 51,474 shares; 2025Q3: 52,707 shares 52,707 $6.26M 0.42% +1,233 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $6.03M 0.41% 0 Timeline EFG 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: restricted; 2024Q4: 53,728 shares; 2025Q1: 52,935 shares; 2025Q2: 53,115 shares; 2025Q3: 52,419 shares 52,419 $5.97M 0.4% -696 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: restricted; 2024Q4: 39,510 shares; 2025Q1: 39,233 shares; 2025Q2: 37,639 shares; 2025Q3: 35,593 shares 35,593 $5.86M 0.4% -2,046 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: restricted; 2024Q4: 105,093 shares; 2025Q1: 104,484 shares; 2025Q2: 104,743 shares; 2025Q3: 107,806 shares 107,806 $5.84M 0.4% +3,063 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,013 shares; 2025Q1: 128,406 shares; 2025Q2: 126,334 shares; 2025Q3: 125,185 shares 125,185 $5.77M 0.39% -1,149 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: restricted; 2024Q4: 22,935 shares; 2025Q1: 25,814 shares; 2025Q2: 23,266 shares; 2025Q3: 25,174 shares 25,174 $5.53M 0.37% +1,908 Timeline USMV 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: restricted; 2024Q4: 76,914 shares; 2025Q1: 57,722 shares; 2025Q2: 57,650 shares; 2025Q3: 57,608 shares 57,608 $5.48M 0.37% -42 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,606 shares; 2025Q1: 62,473 shares; 2025Q2: 62,487 shares; 2025Q3: 62,501 shares 62,501 $5.44M 0.37% +14 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,411 shares; 2025Q1: 6,411 shares; 2025Q2: 6,411 shares; 2025Q3: 5,811 shares 5,811 $5.43M 0.37% -600 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,289 shares; 2025Q1: 49,100 shares; 2025Q2: 47,540 shares; 2025Q3: 47,542 shares 47,542 $5.16M 0.35% +2 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,879 shares; 2025Q1: 93,413 shares; 2025Q2: 86,551 shares; 2025Q3: 85,928 shares 85,928 $5M 0.34% -623 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188,280 shares; 2025Q1: 200,893 shares; 2025Q2: 227,290 shares; 2025Q3: 99,735 shares 99,735 $4.99M 0.34% -127,555 Timeline VUG 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: restricted; 2024Q4: 8,403 shares; 2025Q1: 9,236 shares; 2025Q2: 9,211 shares; 2025Q3: 9,297 shares 9,297 $4.46M 0.3% +86 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,444 shares; 2025Q1: 34,573 shares; 2025Q2: 34,571 shares; 2025Q3: 39,429 shares 39,429 $4.45M 0.3% +4,858 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,272 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 18,272 shares 18,272 $4.44M 0.3% 0 Timeline PZA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 622,352 shares; 2025Q1: 292,239 shares; 2025Q2: 35,662 shares; 2025Q3: 186,416 shares 186,416 $4.3M 0.29% +150,754 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,995 shares; 2025Q1: 113,714 shares; 2025Q2: 94,265 shares; 2025Q3: 87,789 shares 87,789 $4.07M 0.28% -6,476 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: restricted; 2024Q4: 19,741 shares; 2025Q1: 19,770 shares; 2025Q2: 19,753 shares; 2025Q3: 19,753 shares 19,753 $4.02M 0.27% 0 Timeline IMTM 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: restricted; 2024Q4: 85,495 shares; 2025Q1: 84,226 shares; 2025Q2: 83,713 shares; 2025Q3: 80,161 shares 80,161 $3.84M 0.26% -3,552 Timeline MGC 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: restricted; 2024Q4: 15,563 shares; 2025Q1: 15,566 shares; 2025Q2: 15,494 shares; 2025Q3: 15,121 shares 15,121 $3.69M 0.25% -373 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: restricted; 2024Q4: 9,288 shares; 2025Q1: 9,089 shares; 2025Q2: 9,043 shares; 2025Q3: 9,044 shares 9,044 $3.64M 0.25% +1 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,359 shares; 2025Q1: 198,790 shares; 2025Q2: 202,375 shares; 2025Q3: 206,170 shares 206,170 $3.54M 0.24% +3,795 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: restricted; 2024Q4: 134,374 shares; 2025Q1: 132,972 shares; 2025Q2: 133,032 shares; 2025Q3: 129,493 shares 129,493 $3.41M 0.23% -3,539 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,038 shares; 2025Q1: 82,002 shares; 2025Q2: 78,368 shares; 2025Q3: 77,166 shares 77,166 $3.14M 0.21% -1,202 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,444 shares; 2025Q1: 13,218 shares; 2025Q2: 9,843 shares; 2025Q3: 9,298 shares 9,298 $2.93M 0.2% -545 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,968 shares; 2025Q1: 81,367 shares; 2025Q2: 74,766 shares; 2025Q3: 72,326 shares 72,326 $2.79M 0.19% -2,440 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,409 shares; 2025Q1: 9,411 shares; 2025Q2: 9,411 shares; 2025Q3: 9,411 shares 9,411 $2.77M 0.19% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,106 shares; 2025Q1: 11,451 shares; 2025Q2: 11,451 shares; 2025Q3: 11,252 shares 11,252 $2.74M 0.19% -199 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,618 shares; 2025Q1: 20,938 shares; 2025Q2: 20,273 shares; 2025Q3: 19,241 shares 19,241 $2.71M 0.18% -1,032 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,511 shares; 2025Q1: 3,526 shares; 2025Q2: 3,527 shares; 2025Q3: 5,516 shares 5,516 $2.63M 0.18% +1,989 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: restricted; 2024Q4: 5,118 shares; 2025Q1: 5,121 shares; 2025Q2: 5,163 shares; 2025Q3: 5,173 shares 5,173 $2.6M 0.18% +10 Timeline VOOG 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: restricted; 2024Q4: 6,878 shares; 2025Q1: 6,205 shares; 2025Q2: 6,113 shares; 2025Q3: 5,871 shares 5,871 $2.56M 0.17% -242 Timeline SCHF 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: restricted; 2024Q4: 151,966 shares; 2025Q1: 164,441 shares; 2025Q2: 106,158 shares; 2025Q3: 107,566 shares 107,566 $2.5M 0.17% +1,408 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,388 shares; 2025Q1: 11,268 shares; 2025Q2: 8,234 shares; 2025Q3: 9,490 shares 9,490 $2.31M 0.16% +1,256 Timeline IWR 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: restricted; 2024Q4: 23,628 shares; 2025Q1: 23,683 shares; 2025Q2: 23,977 shares; 2025Q3: 23,202 shares 23,202 $2.24M 0.15% -775 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,859 shares; 2025Q1: 4,013 shares; 2025Q2: 3,803 shares; 2025Q3: 5,075 shares 5,075 $2.06M 0.14% +1,272 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: restricted; 2024Q4: 37,398 shares; 2025Q1: 32,266 shares; 2025Q2: 31,505 shares; 2025Q3: 30,521 shares 30,521 $2.01M 0.14% -984 Timeline SGOV 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: restricted; 2024Q4: 19,773 shares; 2025Q1: 24,257 shares; 2025Q2: 7,488 shares; 2025Q3: 18,978 shares 18,978 $1.91M 0.13% +11,490 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,584 shares; 2025Q1: 1,523 shares; 2025Q2: 1,390 shares; 2025Q3: 5,388 shares 5,388 $1.9M 0.13% +3,998 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,360 shares; 2025Q1: 68,100 shares; 2025Q2: 61,173 shares; 2025Q3: 59,091 shares 59,091 $1.86M 0.13% -2,082 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: restricted; 2024Q4: 3,120 shares; 2025Q1: 3,218 shares; 2025Q2: 3,503 shares; 2025Q3: 5,603 shares 5,603 $1.85M 0.13% +2,100 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,132 shares; 2025Q1: 41,685 shares; 2025Q2: 37,046 shares; 2025Q3: 35,946 shares 35,946 $1.83M 0.12% -1,100 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,530 shares; 2025Q1: 28,530 shares; 2025Q2: 27,530 shares; 2025Q3: 26,579 shares 26,579 $1.76M 0.12% -951 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,541 shares; 2025Q1: 3,506 shares; 2025Q2: 3,513 shares; 2025Q3: 3,525 shares 3,525 $1.74M 0.12% +12 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: restricted; 2024Q4: 5,582 shares; 2025Q1: 12,410 shares; 2025Q2: 7,146 shares; 2025Q3: 8,987 shares 8,987 $1.68M 0.11% +1,841 Timeline FDL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,772 shares; 2025Q1: 39,673 shares; 2025Q2: 39,047 shares; 2025Q3: 37,604 shares 37,604 $1.63M 0.11% -1,443 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,777 shares; 2025Q1: 30,777 shares; 2025Q2: 30,777 shares; 2025Q3: 30,777 shares 30,777 $1.55M 0.11% 0 Timeline IDHQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,371 shares; 2025Q1: 53,371 shares; 2025Q2: 53,296 shares; 2025Q3: 44,740 shares 44,740 $1.51M 0.1% -8,556 Timeline XLK 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,311 shares; 2025Q1: 5,184 shares; 2025Q2: 5,192 shares; 2025Q3: 5,198 shares 5,198 $1.47M 0.1% +6 Timeline DWAS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,294 shares; 2025Q1: 16,230 shares; 2025Q2: 15,730 shares; 2025Q3: 15,731 shares 15,731 $1.45M 0.1% +1 Timeline SCHM 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: restricted; 2024Q4: 48,083 shares; 2025Q1: 46,226 shares; 2025Q2: 46,233 shares; 2025Q3: 46,973 shares 46,973 $1.39M 0.09% +740 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: restricted; 2024Q4: 4,545 shares; 2025Q1: 4,352 shares; 2025Q2: 4,313 shares; 2025Q3: 4,039 shares 4,039 $1.38M 0.09% -274 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: restricted; 2024Q4: 14,745 shares; 2025Q1: 14,581 shares; 2025Q2: 14,128 shares; 2025Q3: 12,977 shares 12,977 $1.3M 0.09% -1,151 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,384 shares; 2025Q1: 9,384 shares; 2025Q2: 28,152 shares; 2025Q3: 28,152 shares 28,152 $1.3M 0.09% 0 Timeline HDV 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: restricted; 2024Q4: 11,036 shares; 2025Q1: 10,791 shares; 2025Q2: 10,600 shares; 2025Q3: 10,561 shares 10,561 $1.29M 0.09% -39 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,453 shares; 2025Q1: 29,379 shares; 2025Q2: 29,616 shares; 2025Q3: 29,226 shares 29,226 $1.29M 0.09% -390 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,999 shares; 2025Q1: 13,999 shares; 2025Q2: 13,999 shares; 2025Q3: 13,999 shares 13,999 $1.25M 0.08% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,919 shares; 2025Q3: 1,919 shares 1,919 $1.21M 0.08% 0 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: restricted; 2024Q4: 5,535 shares; 2025Q1: 5,494 shares; 2025Q2: 5,280 shares; 2025Q3: 4,980 shares 4,980 $1.2M 0.08% -300 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,939 shares; 2025Q1: 9,747 shares; 2025Q2: 9,957 shares; 2025Q3: 11,611 shares 11,611 $1.2M 0.08% +1,654 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,555 shares; 2025Q1: 3,739 shares; 2025Q2: 3,354 shares; 2025Q3: 5,005 shares 5,005 $1.16M 0.08% +1,651 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,137 shares; 2025Q1: 4,257 shares; 2025Q2: 4,322 shares; 2025Q3: 4,113 shares 4,113 $1.15M 0.08% -209 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,600 shares; 2025Q1: 8,602 shares; 2025Q2: 8,602 shares; 2025Q3: 8,602 shares 8,602 $1.14M 0.08% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,184 shares; 2025Q1: 8,969 shares; 2025Q2: 8,975 shares; 2025Q3: 8,896 shares 8,896 $1.13M 0.08% -79 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,697 shares; 2025Q1: 4,536 shares; 2025Q2: 3,872 shares; 2025Q3: 3,899 shares 3,899 $1.1M 0.07% +27 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,273 shares; 2025Q1: 4,273 shares; 2025Q2: 4,274 shares; 2025Q3: 4,274 shares 4,274 $1.1M 0.07% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,751 shares; 2025Q1: 4,751 shares; 2025Q2: 23,436 shares; 2025Q3: 23,439 shares 23,439 $1.07M 0.07% +3 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,204 shares; 2025Q1: 4,231 shares; 2025Q2: 4,194 shares; 2025Q3: 6,839 shares 6,839 $1.05M 0.07% +2,645 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,185 shares; 2025Q1: 27,981 shares; 2025Q2: 26,936 shares; 2025Q3: 26,666 shares 26,666 $1.05M 0.07% -270 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,540 shares; 2025Q1: 5,515 shares; 2025Q2: 5,085 shares; 2025Q3: 5,645 shares 5,645 $1.05M 0.07% +560 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,505 shares; 2025Q1: 5,852 shares; 2025Q2: 5,967 shares; 2025Q3: 6,359 shares 6,359 $1.03M 0.07% +392 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: restricted; 2024Q4: 25,735 shares; 2025Q1: 24,371 shares; 2025Q2: 24,302 shares; 2025Q3: 15,456 shares 15,456 $1.01M 0.07% -8,846 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,509 shares; 2025Q1: 3,350 shares; 2025Q2: 3,340 shares; 2025Q3: 3,167 shares 3,167 $1.01M 0.07% -173 Timeline XMLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,405 shares; 2025Q1: 16,428 shares; 2025Q2: 15,551 shares; 2025Q3: 15,573 shares 15,573 $990K 0.07% +22 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 398 shares; 2025Q3: 1,558 shares 1,558 $936K 0.06% +1,160 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,746 shares; 2025Q1: 1,796 shares; 2025Q2: 1,773 shares; 2025Q3: 2,928 shares 2,928 $890K 0.06% +1,155 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,032 shares; 2025Q1: 7,212 shares; 2025Q2: 6,660 shares; 2025Q3: 5,697 shares 5,697 $885K 0.06% -963 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,389 shares; 2025Q1: 12,244 shares; 2025Q2: 36,170 shares; 2025Q3: 34,713 shares 34,713 $865K 0.06% -1,457 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,764 shares; 2025Q1: 26,767 shares; 2025Q2: 26,764 shares; 2025Q3: 26,841 shares 26,841 $857K 0.06% +77 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 538 shares; 2025Q1: 560 shares; 2025Q2: 506 shares; 2025Q3: 1,098 shares 1,098 $838K 0.06% +592 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,782 shares; 2025Q1: 8,782 shares; 2025Q2: 9,089 shares; 2025Q3: 9,621 shares 9,621 $806K 0.05% +532 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,601 shares; 2025Q1: 3,401 shares; 2025Q2: 3,426 shares; 2025Q3: 3,427 shares 3,427 $801K 0.05% +1 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,844 shares; 2025Q1: 5,922 shares; 2025Q2: 5,922 shares; 2025Q3: 23,487 shares 23,487 $790K 0.05% +17,565 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,831 shares; 2025Q1: 5,831 shares; 2025Q2: 5,878 shares; 2025Q3: 5,893 shares 5,893 $756K 0.05% +15 Timeline XLRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,922 shares; 2025Q1: 17,922 shares; 2025Q2: 17,922 shares; 2025Q3: 17,922 shares 17,922 $755K 0.05% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 747 shares; 2025Q1: 773 shares; 2025Q2: 760 shares; 2025Q3: 778 shares 778 $753K 0.05% +18 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,767 shares; 2025Q1: 2,435 shares; 2025Q2: 2,436 shares; 2025Q3: 2,446 shares 2,446 $735K 0.05% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,185 shares; 2025Q1: 3,919 shares; 2025Q2: 3,919 shares; 2025Q3: 3,919 shares 3,919 $731K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,333 shares; 2025Q1: 1,112 shares; 2025Q2: 1,110 shares; 2025Q3: 1,568 shares 1,568 $717K 0.05% +458 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,763 shares; 2025Q3: 8,763 shares 8,763 $715K 0.05% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 636 shares; 2025Q1: 894 shares; 2025Q2: 744 shares; 2025Q3: 896 shares 896 $658K 0.04% +152 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,511 shares; 2025Q1: 35,511 shares; 2025Q2: 35,511 shares; 2025Q3: 35,811 shares 35,811 $642K 0.04% +300 Timeline EFAV 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: restricted; 2024Q4: 8,910 shares; 2025Q1: 8,216 shares; 2025Q2: 7,668 shares; 2025Q3: 7,499 shares 7,499 $636K 0.04% -169 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 757 shares; 2025Q1: 777 shares; 2025Q2: 772 shares; 2025Q3: 779 shares 779 $621K 0.04% +7 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,676 shares; 2025Q1: 4,240 shares; 2025Q2: 4,338 shares; 2025Q3: 4,238 shares 4,238 $618K 0.04% -100 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,115 shares; 2025Q1: 3,776 shares; 2025Q2: 3,946 shares; 2025Q3: 3,948 shares 3,948 $615K 0.04% +2 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: restricted; 2024Q4: 1,684 shares; 2025Q1: 1,688 shares; 2025Q2: 1,615 shares; 2025Q3: 1,619 shares 1,619 $613K 0.04% +4 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: restricted; 2024Q4: 2,443 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares 2,385 $606K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 1,692 shares; 2025Q2: 1,164 shares; 2025Q3: 1,335 shares 1,335 $594K 0.04% +171 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,096 shares; 2025Q1: 9,096 shares; 2025Q2: 9,096 shares; 2025Q3: 9,096 shares 9,096 $588K 0.04% 0 Timeline VERITEX HLDGS INC VERITEX HLDGS INC More: the full row for VERITEX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,569 shares; 2025Q1: 23,569 shares; 2025Q2: 23,569 shares; 2025Q3: 17,484 shares 17,484 $586K 0.04% -6,085 USIG 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: restricted; 2024Q4: 10,737 shares; 2025Q1: 10,742 shares; 2025Q2: 10,737 shares; 2025Q3: 10,737 shares 10,737 $561K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,263 shares; 2025Q1: 2,664 shares; 2025Q2: 2,285 shares; 2025Q3: 2,656 shares 2,656 $559K 0.04% +371 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,704 shares 5,704 $559K 0.04% new Timeline MUB 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: restricted; 2024Q4: 6,102 shares; 2025Q1: 6,110 shares; 2025Q2: 5,763 shares; 2025Q3: 5,189 shares 5,189 $553K 0.04% -574 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,022 shares; 2025Q1: 2,028 shares; 2025Q2: 1,863 shares; 2025Q3: 3,318 shares 3,318 $552K 0.04% +1,455 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,059 shares; 2025Q1: 4,289 shares; 2025Q2: 3,486 shares; 2025Q3: 4,090 shares 4,090 $548K 0.04% +604 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 850 shares; 2025Q2: 852 shares; 2025Q3: 852 shares 852 $544K 0.04% 0 Timeline SPHQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,394 shares; 2025Q1: 6,394 shares; 2025Q2: 6,395 shares; 2025Q3: 7,362 shares 7,362 $540K 0.04% +967 Timeline IBDT 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: restricted; 2024Q4: 20,485 shares; 2025Q1: 20,640 shares; 2025Q2: 20,880 shares; 2025Q3: 21,118 shares 21,118 $539K 0.04% +238 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,999 shares; 2025Q1: 21,891 shares; 2025Q2: 20,296 shares; 2025Q3: 21,139 shares 21,139 $539K 0.04% +843 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,298 shares; 2025Q1: 16,298 shares; 2025Q2: 16,298 shares; 2025Q3: 16,298 shares 16,298 $534K 0.04% 0 Timeline IBDS 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: restricted; 2024Q4: 21,310 shares; 2025Q1: 21,466 shares; 2025Q2: 21,703 shares; 2025Q3: 21,939 shares 21,939 $534K 0.04% +236 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,251 shares; 2025Q1: 8,415 shares; 2025Q2: 7,595 shares; 2025Q3: 7,605 shares 7,605 $530K 0.04% +10 Timeline IBDR 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: restricted; 2024Q4: 21,195 shares; 2025Q1: 21,344 shares; 2025Q2: 21,571 shares; 2025Q3: 21,799 shares 21,799 $530K 0.04% +228 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: 1,241 shares; 2025Q2: 1,258 shares; 2025Q3: 1,091 shares 1,091 $530K 0.04% -167 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,846 shares; 2025Q2: 1,858 shares; 2025Q3: 1,958 shares 1,958 $529K 0.04% +100 Timeline SUB 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: restricted; 2024Q4: 11,580 shares; 2025Q1: 5,515 shares; 2025Q2: 4,925 shares; 2025Q3: 4,928 shares 4,928 $526K 0.04% +3 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,651 shares; 2025Q1: 1,600 shares; 2025Q2: 1,590 shares; 2025Q3: 1,743 shares 1,743 $512K 0.03% +153 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,025 shares 1,025 $511K 0.03% +5 Timeline IBDU 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: restricted; 2024Q4: 21,682 shares; 2025Q1: 21,682 shares; 2025Q2: 21,682 shares; 2025Q3: 21,682 shares 21,682 $509K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,704 shares; 2025Q1: 4,877 shares; 2025Q2: 4,570 shares; 2025Q3: 5,903 shares 5,903 $498K 0.03% +1,333 Timeline MBB 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: restricted; 2024Q4: 5,538 shares; 2025Q1: 5,269 shares; 2025Q2: 5,229 shares; 2025Q3: 5,207 shares 5,207 $495K 0.03% -22 Timeline PRF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,854 shares; 2025Q2: 10,913 shares; 2025Q3: 10,913 shares 10,913 $493K 0.03% 0 Timeline IVOO 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: restricted; 2024Q4: 4,308 shares; 2025Q1: 4,308 shares; 2025Q2: 4,461 shares; 2025Q3: 4,461 shares 4,461 $492K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,084 shares; 2025Q1: 2,238 shares; 2025Q2: 2,096 shares; 2025Q3: 2,051 shares 2,051 $485K 0.03% -45 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,765 shares; 2025Q1: 5,908 shares; 2025Q2: 5,908 shares; 2025Q3: 5,908 shares 5,908 $469K 0.03% 0 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,595 shares; 2025Q1: 47,063 shares; 2025Q2: 47,560 shares; 2025Q3: 23,514 shares 23,514 $456K 0.03% -24,046 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,002 shares; 2025Q2: 4,005 shares; 2025Q3: 4,022 shares 4,022 $438K 0.03% +17 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,891 shares; 2025Q1: 5,939 shares; 2025Q2: 6,060 shares; 2025Q3: 6,125 shares 6,125 $438K 0.03% +65 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,862 shares; 2025Q1: 14,767 shares; 2025Q2: 15,402 shares; 2025Q3: 15,442 shares 15,442 $436K 0.03% +40 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares 1,245 $435K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 459 shares; 2025Q2: 472 shares; 2025Q3: 468 shares 468 $433K 0.03% -4 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,256 shares; 2025Q1: 1,174 shares; 2025Q2: 1,276 shares; 2025Q3: 1,230 shares 1,230 $432K 0.03% -46 Timeline VOOV 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: restricted; 2024Q4: 3,011 shares; 2025Q1: 2,755 shares; 2025Q2: 2,767 shares; 2025Q3: 2,090 shares 2,090 $417K 0.03% -677 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,708 shares; 2025Q1: 5,913 shares; 2025Q2: 6,115 shares; 2025Q3: 6,201 shares 6,201 $412K 0.03% +86 Timeline IDV 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: restricted; 2024Q4: 11,967 shares; 2025Q1: 11,514 shares; 2025Q2: 11,514 shares; 2025Q3: 11,224 shares 11,224 $410K 0.03% -290 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,165 shares; 2025Q1: 1,184 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares 1,226 $407K 0.03% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,327 shares; 2025Q1: 2,367 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares 2,327 $407K 0.03% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,623 shares; 2025Q1: 6,675 shares; 2025Q2: 6,796 shares; 2025Q3: 6,862 shares 6,862 $407K 0.03% +66 CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,272 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 18,272 shares 18,272 $399K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,006 shares; 2025Q2: 14,039 shares; 2025Q3: 13,625 shares 13,625 $386K 0.03% -414 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,982 shares 8,982 $384K 0.03% new Timeline XLY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,588 shares; 2025Q1: 1,592 shares; 2025Q2: 1,595 shares; 2025Q3: 1,598 shares 1,598 $383K 0.03% +3 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,850 shares; 2025Q1: 1,840 shares; 2025Q2: 1,857 shares; 2025Q3: 1,860 shares 1,860 $369K 0.03% +3 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,031 shares; 2025Q1: 7,031 shares; 2025Q2: 7,031 shares; 2025Q3: 7,031 shares 7,031 $368K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,275 shares; 2025Q1: 2,276 shares; 2025Q2: 2,287 shares; 2025Q3: 2,973 shares 2,973 $355K 0.02% +686 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,693 shares; 2025Q1: 6,339 shares; 2025Q2: 6,263 shares; 2025Q3: 6,166 shares 6,166 $352K 0.02% -97 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,994 shares; 2025Q1: 5,301 shares; 2025Q2: 5,220 shares; 2025Q3: 5,261 shares 5,261 $348K 0.02% +41 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,056 shares; 2025Q1: 2,061 shares; 2025Q2: 2,071 shares; 2025Q3: 1,762 shares 1,762 $340K 0.02% -309 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,698 shares; 2025Q1: 2,724 shares; 2025Q2: 2,734 shares; 2025Q3: 1,656 shares 1,656 $337K 0.02% -1,078 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,975 shares; 2025Q1: 5,717 shares; 2025Q2: 6,024 shares; 2025Q3: 6,069 shares 6,069 $337K 0.02% +45 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 672 shares 672 $336K 0.02% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 265 shares; 2025Q2: 267 shares; 2025Q3: 269 shares 269 $330K 0.02% +2 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,488 shares; 2025Q1: 2,239 shares; 2025Q2: 2,297 shares; 2025Q3: 2,320 shares 2,320 $326K 0.02% +23 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares 3,350 $319K 0.02% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,646 shares 4,646 $318K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,966 shares; 2025Q1: 1,968 shares; 2025Q2: 1,978 shares; 2025Q3: 2,407 shares 2,407 $316K 0.02% +429 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: restricted; 2024Q4: 4,258 shares; 2025Q1: 4,087 shares; 2025Q2: 4,127 shares; 2025Q3: 4,182 shares 4,182 $311K 0.02% +55 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,219 shares; 2025Q1: 3,219 shares; 2025Q2: 3,219 shares; 2025Q3: 3,236 shares 3,236 $309K 0.02% +17 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,159 shares 9,159 $307K 0.02% new Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,524 shares 13,524 $300K 0.02% new Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,200 shares; 2025Q1: 4,201 shares; 2025Q2: 4,203 shares; 2025Q3: 4,203 shares 4,203 $291K 0.02% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,459 shares 23,459 $290K 0.02% new Timeline OEF 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: restricted; 2024Q4: 1,236 shares; 2025Q1: 866 shares; 2025Q2: 867 shares; 2025Q3: 869 shares 869 $289K 0.02% +2 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,282 shares; 2025Q3: 3,276 shares 3,276 $287K 0.02% -6 Timeline VHT 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: restricted; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares 1,074 $279K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,661 shares; 2025Q3: 1,663 shares 1,663 $278K 0.02% +2 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: restricted; 2024Q4: 6,576 shares; 2025Q1: 5,676 shares; 2025Q2: 5,207 shares; 2025Q3: 5,207 shares 5,207 $278K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,076 shares; 2025Q1: 4,079 shares; 2025Q2: 4,079 shares; 2025Q3: 4,079 shares 4,079 $275K 0.02% 0 Timeline XLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,163 shares; 2025Q1: 1,957 shares; 2025Q2: 1,965 shares; 2025Q3: 1,972 shares 1,972 $274K 0.02% +7 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,023 shares; 2025Q1: 1,027 shares; 2025Q2: 1,034 shares; 2025Q3: 1,074 shares 1,074 $270K 0.02% +40 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,281 shares; 2025Q1: 6,242 shares; 2025Q2: 6,249 shares; 2025Q3: 6,161 shares 6,161 $265K 0.02% -88 Timeline IVW 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: restricted; 2024Q4: 3,040 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,168 shares 2,168 $262K 0.02% -332 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 993 shares; 2025Q1: 999 shares; 2025Q2: 1,031 shares; 2025Q3: 1,054 shares 1,054 $259K 0.02% +23 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,114 shares; 2025Q1: 2,118 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares 2,260 $259K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,514 shares 1,514 $259K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 845 shares 845 $254K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,832 shares 3,832 $243K 0.02% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,856 shares; 2025Q1: 108,856 shares; 2025Q2: 108,856 shares; 2025Q3: 108,856 shares 108,856 $243K 0.02% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares 2,884 $236K 0.02% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,626 shares; 2025Q1: 4,640 shares; 2025Q2: 4,674 shares; 2025Q3: 4,712 shares 4,712 $236K 0.02% +38 Timeline IGM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares 1,800 $227K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,105 shares 3,105 $226K 0.02% new Timeline SCHZ 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: restricted; 2024Q4: 11,458 shares; 2025Q1: 10,020 shares; 2025Q2: 9,587 shares; 2025Q3: 9,547 shares 9,547 $224K 0.02% -40 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,714 shares 1,714 $223K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,772 shares 1,772 $222K 0.02% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,382 shares 3,382 $219K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775 shares 775 $219K 0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,139 shares; 2025Q1: 2,150 shares; 2025Q2: 2,161 shares; 2025Q3: 2,172 shares 2,172 $219K 0.01% +11 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares 228 $217K 0.01% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,274 shares 1,274 $213K 0.01% new Timeline DSI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,663 shares 1,663 $209K 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: 2,026 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares 1,858 $208K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948 shares 1,948 $204K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares 684 $201K 0.01% new Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,267 shares; 2025Q1: 10,267 shares; 2025Q2: 10,267 shares; 2025Q3: 10,267 shares 10,267 $182K 0.01% 0 Timeline BRAND ENGAGEMENT NETWORK INC BRAND ENGAGEMENT NETWORK INC More: the full row for BRAND ENGAGEMENT NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,588 shares 48,588 $14.2K <0.01% new NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares 10,500 $12.6K <0.01% 0 Timeline