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; 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; 2025Q4: 5,951,853 shares 5,951,853 $477M 30.62% +303,212 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; 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; 2025Q4: 2,439,386 shares 2,439,386 $123M 7.91% -148,848 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; 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; 2025Q4: 4,288,773 shares 4,288,773 $94.4M 6.05% +112,555 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,485 shares; 2025Q1: 543,162 shares; 2025Q2: 802,131 shares; 2025Q3: 1,174,163 shares; 2025Q4: 1,246,876 shares 1,246,876 $63M 4.04% +72,713 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 769,980 shares; 2025Q1: 766,051 shares; 2025Q2: 766,624 shares; 2025Q3: 765,610 shares; 2025Q4: 761,298 shares 761,298 $56.5M 3.62% -4,312 Timeline IVV 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: restricted; 2024Q4: 71,358 shares; 2025Q1: 69,763 shares; 2025Q2: 71,824 shares; 2025Q3: 69,647 shares; 2025Q4: 68,901 shares 68,901 $47.2M 3.03% -746 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 517,869 shares; 2025Q1: 566,652 shares; 2025Q2: 626,762 shares; 2025Q3: 691,808 shares; 2025Q4: 743,705 shares 743,705 $43.1M 2.76% +51,897 Timeline QUAL 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: restricted; 2024Q4: 191,846 shares; 2025Q1: 194,773 shares; 2025Q2: 193,983 shares; 2025Q3: 192,751 shares; 2025Q4: 192,948 shares 192,948 $38.3M 2.46% +197 Timeline MTUM 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: restricted; 2024Q4: 134,724 shares; 2025Q1: 137,128 shares; 2025Q2: 135,378 shares; 2025Q3: 134,490 shares; 2025Q4: 133,839 shares 133,839 $33.5M 2.15% -651 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: restricted; 2024Q4: 446,576 shares; 2025Q1: 444,149 shares; 2025Q2: 460,205 shares; 2025Q3: 462,226 shares; 2025Q4: 467,941 shares 467,941 $29.2M 1.87% +5,715 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,095 shares; 2025Q1: 213,370 shares; 2025Q2: 212,708 shares; 2025Q3: 209,874 shares; 2025Q4: 204,088 shares 204,088 $27M 1.73% -5,786 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 551,544 shares; 2025Q1: 542,562 shares; 2025Q2: 529,134 shares; 2025Q3: 520,638 shares; 2025Q4: 513,436 shares 513,436 $23.9M 1.53% -7,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,102 shares; 2025Q2: 68,468 shares; 2025Q3: 68,843 shares; 2025Q4: 71,887 shares 71,887 $22.2M 1.42% +3,044 Timeline ITOT 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: restricted; 2024Q4: 119,523 shares; 2025Q1: 111,571 shares; 2025Q2: 110,421 shares; 2025Q3: 107,564 shares; 2025Q4: 106,401 shares 106,401 $15.8M 1.01% -1,163 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,036 shares 45,036 $14.3M 0.92% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 323,179 shares; 2025Q1: 285,959 shares; 2025Q2: 280,672 shares; 2025Q3: 274,592 shares; 2025Q4: 265,657 shares 265,657 $11.4M 0.73% -8,935 Timeline IWB 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: restricted; 2024Q4: 52,349 shares; 2025Q1: 52,349 shares; 2025Q2: 54,197 shares; 2025Q3: 30,501 shares; 2025Q4: 30,424 shares 30,424 $11.4M 0.73% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,852 shares; 2025Q1: 245,445 shares; 2025Q2: 245,635 shares; 2025Q3: 245,243 shares; 2025Q4: 244,129 shares 244,129 $11M 0.71% -1,114 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,043 shares; 2025Q1: 146,454 shares; 2025Q2: 143,342 shares; 2025Q3: 140,121 shares; 2025Q4: 136,238 shares 136,238 $10.3M 0.66% -3,883 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,150 shares; 2025Q1: 35,889 shares; 2025Q2: 31,933 shares; 2025Q3: 30,670 shares; 2025Q4: 37,184 shares 37,184 $10.1M 0.65% +6,514 Timeline IWF 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: restricted; 2024Q4: 21,157 shares; 2025Q1: 21,019 shares; 2025Q2: 20,799 shares; 2025Q3: 20,729 shares; 2025Q4: 20,840 shares 20,840 $9.86M 0.63% +111 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: restricted; 2024Q4: 33,086 shares; 2025Q1: 28,676 shares; 2025Q2: 28,595 shares; 2025Q3: 28,103 shares; 2025Q4: 27,632 shares 27,632 $9.26M 0.59% -471 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,091 shares; 2025Q1: 134,671 shares; 2025Q2: 133,296 shares; 2025Q3: 132,109 shares; 2025Q4: 131,954 shares 131,954 $9.19M 0.59% -155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,275 shares; 2025Q1: 92,297 shares; 2025Q2: 92,280 shares; 2025Q3: 92,287 shares; 2025Q4: 92,294 shares 92,294 $9.19M 0.59% +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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,847 shares; 2025Q1: 30,016 shares; 2025Q2: 28,689 shares; 2025Q3: 28,058 shares; 2025Q4: 27,912 shares 27,912 $8.79M 0.56% -146 Timeline IQLT 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: restricted; 2024Q4: 173,685 shares; 2025Q1: 188,684 shares; 2025Q2: 187,842 shares; 2025Q3: 187,614 shares; 2025Q4: 189,548 shares 189,548 $8.61M 0.55% +1,934 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,856 shares; 2025Q1: 28,894 shares; 2025Q2: 28,800 shares; 2025Q3: 29,103 shares; 2025Q4: 28,907 shares 28,907 $8.39M 0.54% -196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,012 shares; 2025Q1: 154,195 shares; 2025Q2: 153,987 shares; 2025Q3: 151,902 shares; 2025Q4: 146,640 shares 146,640 $8.33M 0.53% -5,262 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,380 shares; 2025Q1: 72,518 shares; 2025Q2: 71,369 shares; 2025Q3: 71,156 shares; 2025Q4: 70,042 shares 70,042 $7.97M 0.51% -1,114 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,052 shares; 2025Q1: 7,872 shares; 2025Q2: 7,870 shares; 2025Q3: 10,609 shares; 2025Q4: 10,710 shares 10,710 $7.31M 0.47% +101 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: restricted; 2024Q4: 11,132 shares; 2025Q1: 10,678 shares; 2025Q2: 10,942 shares; 2025Q3: 11,028 shares; 2025Q4: 11,372 shares 11,372 $7.13M 0.46% +344 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: restricted; 2024Q4: 10,140 shares; 2025Q1: 12,290 shares; 2025Q2: 10,224 shares; 2025Q3: 12,965 shares; 2025Q4: 14,412 shares 14,412 $6.97M 0.45% +1,447 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239,964 shares; 2025Q1: 209,417 shares; 2025Q2: 191,500 shares; 2025Q3: 187,598 shares; 2025Q4: 182,176 shares 182,176 $6.94M 0.45% -5,422 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,549 shares; 2025Q1: 76,857 shares; 2025Q2: 75,357 shares; 2025Q3: 75,357 shares; 2025Q4: 75,477 shares 75,477 $6.79M 0.44% +120 Timeline IJR 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: restricted; 2024Q4: 51,793 shares; 2025Q1: 51,378 shares; 2025Q2: 51,474 shares; 2025Q3: 52,707 shares; 2025Q4: 54,204 shares 54,204 $6.51M 0.42% +1,497 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,935 shares; 2025Q1: 25,814 shares; 2025Q2: 23,266 shares; 2025Q3: 25,174 shares; 2025Q4: 27,285 shares 27,285 $6.3M 0.4% +2,111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,013 shares; 2025Q1: 128,406 shares; 2025Q2: 126,334 shares; 2025Q3: 125,185 shares; 2025Q4: 126,018 shares 126,018 $6.29M 0.4% +833 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 0.39% 0 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: restricted; 2024Q4: 105,093 shares; 2025Q1: 104,484 shares; 2025Q2: 104,743 shares; 2025Q3: 107,806 shares; 2025Q4: 109,830 shares 109,830 $5.9M 0.38% +2,024 Timeline IUSG 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: restricted; 2024Q4: 39,510 shares; 2025Q1: 39,233 shares; 2025Q2: 37,639 shares; 2025Q3: 35,593 shares; 2025Q4: 34,134 shares 34,134 $5.73M 0.37% -1,459 Timeline EFG 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: restricted; 2024Q4: 53,728 shares; 2025Q1: 52,935 shares; 2025Q2: 53,115 shares; 2025Q3: 52,419 shares; 2025Q4: 50,024 shares 50,024 $5.7M 0.37% -2,395 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,606 shares; 2025Q1: 62,473 shares; 2025Q2: 62,487 shares; 2025Q3: 62,501 shares; 2025Q4: 62,516 shares 62,516 $5.51M 0.35% +15 Timeline USMV 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: restricted; 2024Q4: 76,914 shares; 2025Q1: 57,722 shares; 2025Q2: 57,650 shares; 2025Q3: 57,608 shares; 2025Q4: 57,225 shares 57,225 $5.39M 0.35% -383 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,272 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 18,272 shares; 2025Q4: 18,272 shares 18,272 $5.36M 0.34% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,289 shares; 2025Q1: 49,100 shares; 2025Q2: 47,540 shares; 2025Q3: 47,542 shares; 2025Q4: 47,544 shares 47,544 $5.17M 0.33% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188,280 shares; 2025Q1: 200,893 shares; 2025Q2: 227,290 shares; 2025Q3: 99,735 shares; 2025Q4: 102,361 shares 102,361 $5.15M 0.33% +2,626 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,879 shares; 2025Q1: 93,413 shares; 2025Q2: 86,551 shares; 2025Q3: 85,928 shares; 2025Q4: 85,011 shares 85,011 $5.06M 0.32% -917 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,411 shares; 2025Q1: 6,411 shares; 2025Q2: 6,411 shares; 2025Q3: 5,811 shares; 2025Q4: 17,433 shares 17,433 $5.01M 0.32% +11,622 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,444 shares; 2025Q1: 34,573 shares; 2025Q2: 34,571 shares; 2025Q3: 39,429 shares; 2025Q4: 39,595 shares 39,595 $4.76M 0.31% +166 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,106 shares; 2025Q1: 11,451 shares; 2025Q2: 11,451 shares; 2025Q3: 11,252 shares; 2025Q4: 14,854 shares 14,854 $4.66M 0.3% +3,602 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,403 shares; 2025Q1: 9,236 shares; 2025Q2: 9,211 shares; 2025Q3: 9,297 shares; 2025Q4: 9,176 shares 9,176 $4.48M 0.29% -121 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 622,352 shares; 2025Q1: 292,239 shares; 2025Q2: 35,662 shares; 2025Q3: 186,416 shares; 2025Q4: 190,137 shares 190,137 $4.41M 0.28% +3,721 Timeline IWD 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: restricted; 2024Q4: 19,741 shares; 2025Q1: 19,770 shares; 2025Q2: 19,753 shares; 2025Q3: 19,753 shares; 2025Q4: 19,730 shares 19,730 $4.15M 0.27% -23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,995 shares; 2025Q1: 113,714 shares; 2025Q2: 94,265 shares; 2025Q3: 87,789 shares; 2025Q4: 86,999 shares 86,999 $4.08M 0.26% -790 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,388 shares; 2025Q1: 11,268 shares; 2025Q2: 8,234 shares; 2025Q3: 9,490 shares; 2025Q4: 12,563 shares 12,563 $3.93M 0.25% +3,073 Timeline IMTM 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: restricted; 2024Q4: 85,495 shares; 2025Q1: 84,226 shares; 2025Q2: 83,713 shares; 2025Q3: 80,161 shares; 2025Q4: 80,359 shares 80,359 $3.85M 0.25% +198 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,563 shares; 2025Q1: 15,566 shares; 2025Q2: 15,494 shares; 2025Q3: 15,121 shares; 2025Q4: 15,125 shares 15,125 $3.8M 0.24% +4 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: restricted; 2024Q4: 9,288 shares; 2025Q1: 9,089 shares; 2025Q2: 9,043 shares; 2025Q3: 9,044 shares; 2025Q4: 9,045 shares 9,045 $3.73M 0.24% +1 Timeline SGOV 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: restricted; 2024Q4: 19,773 shares; 2025Q1: 24,257 shares; 2025Q2: 7,488 shares; 2025Q3: 18,978 shares; 2025Q4: 37,189 shares 37,189 $3.73M 0.24% +18,211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134,374 shares; 2025Q1: 132,972 shares; 2025Q2: 133,032 shares; 2025Q3: 129,493 shares; 2025Q4: 130,713 shares 130,713 $3.52M 0.23% +1,220 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,359 shares; 2025Q1: 198,790 shares; 2025Q2: 202,375 shares; 2025Q3: 206,170 shares; 2025Q4: 206,297 shares 206,297 $3.4M 0.22% +127 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: restricted; 2024Q4: 5,582 shares; 2025Q1: 12,410 shares; 2025Q2: 7,146 shares; 2025Q3: 8,987 shares; 2025Q4: 17,055 shares 17,055 $3.18M 0.2% +8,068 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,511 shares; 2025Q1: 3,526 shares; 2025Q2: 3,527 shares; 2025Q3: 5,516 shares; 2025Q4: 5,517 shares 5,517 $3.16M 0.2% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,038 shares; 2025Q1: 82,002 shares; 2025Q2: 78,368 shares; 2025Q3: 77,166 shares; 2025Q4: 73,679 shares 73,679 $3.07M 0.2% -3,487 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: restricted; 2024Q4: 3,120 shares; 2025Q1: 3,218 shares; 2025Q2: 3,503 shares; 2025Q3: 5,603 shares; 2025Q4: 8,402 shares 8,402 $2.91M 0.19% +2,799 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,409 shares; 2025Q1: 9,411 shares; 2025Q2: 9,411 shares; 2025Q3: 9,411 shares; 2025Q4: 9,411 shares 9,411 $2.83M 0.18% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,444 shares; 2025Q1: 13,218 shares; 2025Q2: 9,843 shares; 2025Q3: 9,298 shares; 2025Q4: 8,770 shares 8,770 $2.83M 0.18% -528 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: restricted; 2024Q4: 511 shares; 2025Q1: 1,692 shares; 2025Q2: 1,164 shares; 2025Q3: 1,335 shares; 2025Q4: 6,047 shares 6,047 $2.72M 0.17% +4,712 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,118 shares; 2025Q1: 5,121 shares; 2025Q2: 5,163 shares; 2025Q3: 5,173 shares; 2025Q4: 5,349 shares 5,349 $2.69M 0.17% +176 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151,966 shares; 2025Q1: 164,441 shares; 2025Q2: 106,158 shares; 2025Q3: 107,566 shares; 2025Q4: 110,444 shares 110,444 $2.66M 0.17% +2,878 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,968 shares; 2025Q1: 81,367 shares; 2025Q2: 74,766 shares; 2025Q3: 72,326 shares; 2025Q4: 64,802 shares 64,802 $2.57M 0.16% -7,524 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,618 shares; 2025Q1: 20,938 shares; 2025Q2: 20,273 shares; 2025Q3: 19,241 shares; 2025Q4: 17,633 shares 17,633 $2.53M 0.16% -1,608 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,878 shares; 2025Q1: 6,205 shares; 2025Q2: 6,113 shares; 2025Q3: 5,871 shares; 2025Q4: 5,586 shares 5,586 $2.48M 0.16% -285 Timeline IWR 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: restricted; 2024Q4: 23,628 shares; 2025Q1: 23,683 shares; 2025Q2: 23,977 shares; 2025Q3: 23,202 shares; 2025Q4: 22,954 shares 22,954 $2.21M 0.14% -248 Timeline SUB 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: restricted; 2024Q4: 11,580 shares; 2025Q1: 5,515 shares; 2025Q2: 4,925 shares; 2025Q3: 4,928 shares; 2025Q4: 19,209 shares 19,209 $2.05M 0.13% +14,281 Timeline HDV 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: restricted; 2024Q4: 11,036 shares; 2025Q1: 10,791 shares; 2025Q2: 10,600 shares; 2025Q3: 10,561 shares; 2025Q4: 16,844 shares 16,844 $2.05M 0.13% +6,283 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,584 shares; 2025Q1: 1,523 shares; 2025Q2: 1,390 shares; 2025Q3: 5,388 shares; 2025Q4: 5,782 shares 5,782 $2.02M 0.13% +394 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,398 shares; 2025Q1: 32,266 shares; 2025Q2: 31,505 shares; 2025Q3: 30,521 shares; 2025Q4: 29,262 shares 29,262 $1.97M 0.13% -1,259 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,859 shares; 2025Q1: 4,013 shares; 2025Q2: 3,803 shares; 2025Q3: 5,075 shares; 2025Q4: 5,522 shares 5,522 $1.9M 0.12% +447 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,360 shares; 2025Q1: 68,100 shares; 2025Q2: 61,173 shares; 2025Q3: 59,091 shares; 2025Q4: 56,432 shares 56,432 $1.84M 0.12% -2,659 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,132 shares; 2025Q1: 41,685 shares; 2025Q2: 37,046 shares; 2025Q3: 35,946 shares; 2025Q4: 35,946 shares 35,946 $1.83M 0.12% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,541 shares; 2025Q1: 3,506 shares; 2025Q2: 3,513 shares; 2025Q3: 3,525 shares; 2025Q4: 3,627 shares 3,627 $1.7M 0.11% +102 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,540 shares; 2025Q1: 5,515 shares; 2025Q2: 5,085 shares; 2025Q3: 5,645 shares; 2025Q4: 8,219 shares 8,219 $1.7M 0.11% +2,574 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,555 shares; 2025Q1: 3,739 shares; 2025Q2: 3,354 shares; 2025Q3: 5,005 shares; 2025Q4: 7,370 shares 7,370 $1.68M 0.11% +2,365 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,772 shares; 2025Q1: 39,673 shares; 2025Q2: 39,047 shares; 2025Q3: 37,604 shares; 2025Q4: 37,659 shares 37,659 $1.67M 0.11% +55 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,545 shares; 2025Q1: 4,352 shares; 2025Q2: 4,313 shares; 2025Q3: 4,039 shares; 2025Q4: 4,745 shares 4,745 $1.66M 0.11% +706 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,371 shares; 2025Q1: 53,371 shares; 2025Q2: 53,296 shares; 2025Q3: 44,740 shares; 2025Q4: 45,698 shares 45,698 $1.61M 0.1% +958 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,777 shares; 2025Q1: 30,777 shares; 2025Q2: 30,777 shares; 2025Q3: 30,777 shares; 2025Q4: 30,777 shares 30,777 $1.55M 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,294 shares; 2025Q1: 16,230 shares; 2025Q2: 15,730 shares; 2025Q3: 15,731 shares; 2025Q4: 15,731 shares 15,731 $1.52M 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 538 shares; 2025Q1: 560 shares; 2025Q2: 506 shares; 2025Q3: 1,098 shares; 2025Q4: 1,395 shares 1,395 $1.5M 0.1% +297 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,311 shares; 2025Q1: 5,184 shares; 2025Q2: 5,192 shares; 2025Q3: 5,198 shares; 2025Q4: 10,410 shares 10,410 $1.5M 0.1% +5,212 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,530 shares; 2025Q1: 28,530 shares; 2025Q2: 27,530 shares; 2025Q3: 26,579 shares; 2025Q4: 26,030 shares 26,030 $1.44M 0.09% -549 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,083 shares; 2025Q1: 46,226 shares; 2025Q2: 46,233 shares; 2025Q3: 46,973 shares; 2025Q4: 46,968 shares 46,968 $1.41M 0.09% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,919 shares; 2025Q3: 1,919 shares; 2025Q4: 2,248 shares 2,248 $1.4M 0.09% +329 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,939 shares; 2025Q1: 9,747 shares; 2025Q2: 9,957 shares; 2025Q3: 11,611 shares; 2025Q4: 12,547 shares 12,547 $1.4M 0.09% +936 Timeline IUSV 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: restricted; 2024Q4: 14,745 shares; 2025Q1: 14,581 shares; 2025Q2: 14,128 shares; 2025Q3: 12,977 shares; 2025Q4: 12,943 shares 12,943 $1.33M 0.09% -34 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,384 shares; 2025Q1: 9,384 shares; 2025Q2: 28,152 shares; 2025Q3: 28,152 shares; 2025Q4: 28,152 shares 28,152 $1.31M 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,999 shares; 2025Q1: 13,999 shares; 2025Q2: 13,999 shares; 2025Q3: 13,999 shares; 2025Q4: 13,999 shares 13,999 $1.29M 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,453 shares; 2025Q1: 29,379 shares; 2025Q2: 29,616 shares; 2025Q3: 29,226 shares; 2025Q4: 29,435 shares 29,435 $1.27M 0.08% +209 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,184 shares; 2025Q1: 8,969 shares; 2025Q2: 8,975 shares; 2025Q3: 8,896 shares; 2025Q4: 9,716 shares 9,716 $1.23M 0.08% +820 Timeline IWM 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: restricted; 2024Q4: 5,535 shares; 2025Q1: 5,494 shares; 2025Q2: 5,280 shares; 2025Q3: 4,980 shares; 2025Q4: 4,963 shares 4,963 $1.22M 0.08% -17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,764 shares; 2025Q1: 26,767 shares; 2025Q2: 26,764 shares; 2025Q3: 26,841 shares; 2025Q4: 26,841 shares 26,841 $1.11M 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,505 shares; 2025Q1: 5,852 shares; 2025Q2: 5,967 shares; 2025Q3: 6,359 shares; 2025Q4: 6,776 shares 6,776 $1.09M 0.07% +417 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,751 shares; 2025Q1: 4,751 shares; 2025Q2: 23,436 shares; 2025Q3: 23,439 shares; 2025Q4: 23,443 shares 23,443 $1.07M 0.07% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,137 shares; 2025Q1: 4,257 shares; 2025Q2: 4,322 shares; 2025Q3: 4,113 shares; 2025Q4: 3,509 shares 3,509 $1.07M 0.07% -604 Timeline IJH 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: restricted; 2024Q4: 25,735 shares; 2025Q1: 24,371 shares; 2025Q2: 24,302 shares; 2025Q3: 15,456 shares; 2025Q4: 15,536 shares 15,536 $1.03M 0.07% +80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,185 shares; 2025Q1: 27,981 shares; 2025Q2: 26,936 shares; 2025Q3: 26,666 shares; 2025Q4: 24,991 shares 24,991 $1.02M 0.07% -1,675 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,600 shares; 2025Q1: 8,602 shares; 2025Q2: 8,602 shares; 2025Q3: 8,602 shares; 2025Q4: 8,602 shares 8,602 $1.01M 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,204 shares; 2025Q1: 4,231 shares; 2025Q2: 4,194 shares; 2025Q3: 6,839 shares; 2025Q4: 6,970 shares 6,970 $999K 0.06% +131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,405 shares; 2025Q1: 16,428 shares; 2025Q2: 15,551 shares; 2025Q3: 15,573 shares; 2025Q4: 15,595 shares 15,595 $973K 0.06% +22 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,509 shares; 2025Q1: 3,350 shares; 2025Q2: 3,340 shares; 2025Q3: 3,167 shares; 2025Q4: 3,262 shares 3,262 $966K 0.06% +95 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,273 shares; 2025Q1: 4,273 shares; 2025Q2: 4,274 shares; 2025Q3: 4,274 shares; 2025Q4: 4,411 shares 4,411 $957K 0.06% +137 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,746 shares; 2025Q1: 1,796 shares; 2025Q2: 1,773 shares; 2025Q3: 2,928 shares; 2025Q4: 3,098 shares 3,098 $947K 0.06% +170 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,697 shares; 2025Q1: 4,536 shares; 2025Q2: 3,872 shares; 2025Q3: 3,899 shares; 2025Q4: 4,828 shares 4,828 $941K 0.06% +929 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 747 shares; 2025Q1: 773 shares; 2025Q2: 760 shares; 2025Q3: 778 shares; 2025Q4: 879 shares 879 $940K 0.06% +101 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,032 shares; 2025Q1: 7,212 shares; 2025Q2: 6,660 shares; 2025Q3: 5,697 shares; 2025Q4: 6,062 shares 6,062 $924K 0.06% +365 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,782 shares; 2025Q1: 8,782 shares; 2025Q2: 9,089 shares; 2025Q3: 9,621 shares; 2025Q4: 9,892 shares 9,892 $922K 0.06% +271 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 398 shares; 2025Q3: 1,558 shares; 2025Q4: 1,472 shares 1,472 $904K 0.06% -86 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,389 shares; 2025Q1: 12,244 shares; 2025Q2: 36,170 shares; 2025Q3: 34,713 shares; 2025Q4: 34,740 shares 34,740 $866K 0.06% +27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,601 shares; 2025Q1: 3,401 shares; 2025Q2: 3,426 shares; 2025Q3: 3,427 shares; 2025Q4: 3,669 shares 3,669 $866K 0.06% +242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: 1,241 shares; 2025Q2: 1,258 shares; 2025Q3: 1,091 shares; 2025Q4: 1,418 shares 1,418 $822K 0.05% +327 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,831 shares; 2025Q1: 5,831 shares; 2025Q2: 5,878 shares; 2025Q3: 5,893 shares; 2025Q4: 5,906 shares 5,906 $814K 0.05% +13 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,763 shares; 2025Q3: 8,763 shares; 2025Q4: 10,263 shares 10,263 $804K 0.05% +1,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 636 shares; 2025Q1: 894 shares; 2025Q2: 744 shares; 2025Q3: 896 shares; 2025Q4: 1,181 shares 1,181 $780K 0.05% +285 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,704 shares; 2025Q1: 4,877 shares; 2025Q2: 4,570 shares; 2025Q3: 5,903 shares; 2025Q4: 7,094 shares 7,094 $749K 0.05% +1,191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,185 shares; 2025Q1: 3,919 shares; 2025Q2: 3,919 shares; 2025Q3: 3,919 shares; 2025Q4: 3,919 shares 3,919 $748K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,333 shares; 2025Q1: 1,112 shares; 2025Q2: 1,110 shares; 2025Q3: 1,568 shares; 2025Q4: 1,584 shares 1,584 $738K 0.05% +16 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,337 shares 8,337 $730K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,922 shares; 2025Q1: 17,922 shares; 2025Q2: 17,922 shares; 2025Q3: 17,922 shares; 2025Q4: 17,922 shares 17,922 $723K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 757 shares; 2025Q1: 777 shares; 2025Q2: 772 shares; 2025Q3: 779 shares; 2025Q4: 811 shares 811 $713K 0.05% +32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,767 shares; 2025Q1: 2,435 shares; 2025Q2: 2,436 shares; 2025Q3: 2,446 shares; 2025Q4: 2,468 shares 2,468 $713K 0.05% +22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,844 shares; 2025Q1: 5,922 shares; 2025Q2: 5,922 shares; 2025Q3: 23,487 shares; 2025Q4: 23,487 shares 23,487 $702K 0.04% 0 Timeline IDV 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: restricted; 2024Q4: 11,967 shares; 2025Q1: 11,514 shares; 2025Q2: 11,514 shares; 2025Q3: 11,224 shares; 2025Q4: 17,457 shares 17,457 $689K 0.04% +6,233 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,096 shares; 2025Q1: 9,096 shares; 2025Q2: 9,096 shares; 2025Q3: 9,096 shares; 2025Q4: 9,096 shares 9,096 $670K 0.04% 0 Timeline EFAV 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: restricted; 2024Q4: 8,910 shares; 2025Q1: 8,216 shares; 2025Q2: 7,668 shares; 2025Q3: 7,499 shares; 2025Q4: 7,521 shares 7,521 $649K 0.04% +22 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,059 shares; 2025Q1: 4,289 shares; 2025Q2: 3,486 shares; 2025Q3: 4,090 shares; 2025Q4: 5,035 shares 5,035 $631K 0.04% +945 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,022 shares; 2025Q1: 2,028 shares; 2025Q2: 1,863 shares; 2025Q3: 3,318 shares; 2025Q4: 3,678 shares 3,678 $629K 0.04% +360 Timeline IWV 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: restricted; 2024Q4: 1,684 shares; 2025Q1: 1,688 shares; 2025Q2: 1,615 shares; 2025Q3: 1,619 shares; 2025Q4: 1,623 shares 1,623 $628K 0.04% +4 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,891 shares; 2025Q1: 5,939 shares; 2025Q2: 6,060 shares; 2025Q3: 6,125 shares; 2025Q4: 8,376 shares 8,376 $615K 0.04% +2,251 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: restricted; 2024Q4: 2,443 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 2,360 shares 2,360 $609K 0.04% -25 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,371 shares 33,371 $584K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,115 shares; 2025Q1: 3,776 shares; 2025Q2: 3,946 shares; 2025Q3: 3,948 shares; 2025Q4: 3,643 shares 3,643 $583K 0.04% -305 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 850 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares 852 $576K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,850 shares; 2025Q1: 1,840 shares; 2025Q2: 1,857 shares; 2025Q3: 1,860 shares; 2025Q4: 2,510 shares 2,510 $575K 0.04% +650 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,263 shares; 2025Q1: 2,664 shares; 2025Q2: 2,285 shares; 2025Q3: 2,656 shares; 2025Q4: 2,936 shares 2,936 $573K 0.04% +280 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,708 shares; 2025Q1: 5,913 shares; 2025Q2: 6,115 shares; 2025Q3: 6,201 shares; 2025Q4: 8,180 shares 8,180 $572K 0.04% +1,979 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,467 shares 1,467 $571K 0.04% +222 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,298 shares; 2025Q1: 16,298 shares; 2025Q2: 16,298 shares; 2025Q3: 16,298 shares; 2025Q4: 16,298 shares 16,298 $562K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,676 shares; 2025Q1: 4,240 shares; 2025Q2: 4,338 shares; 2025Q3: 4,238 shares; 2025Q4: 4,276 shares 4,276 $560K 0.04% +38 Timeline USIG 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: restricted; 2024Q4: 10,737 shares; 2025Q1: 10,742 shares; 2025Q2: 10,737 shares; 2025Q3: 10,737 shares; 2025Q4: 10,641 shares 10,641 $551K 0.04% -96 Timeline MUB 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: restricted; 2024Q4: 6,102 shares; 2025Q1: 6,110 shares; 2025Q2: 5,763 shares; 2025Q3: 5,189 shares; 2025Q4: 5,138 shares 5,138 $550K 0.04% -51 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,971 shares 19,971 $548K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,846 shares; 2025Q2: 1,858 shares; 2025Q3: 1,958 shares; 2025Q4: 1,999 shares 1,999 $546K 0.04% +41 Timeline IBDT 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: restricted; 2024Q4: 20,485 shares; 2025Q1: 20,640 shares; 2025Q2: 20,880 shares; 2025Q3: 21,118 shares; 2025Q4: 21,443 shares 21,443 $546K 0.04% +325 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,999 shares; 2025Q1: 21,891 shares; 2025Q2: 20,296 shares; 2025Q3: 21,139 shares; 2025Q4: 21,358 shares 21,358 $532K 0.03% +219 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,061 shares 8,061 $527K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,651 shares; 2025Q1: 1,600 shares; 2025Q2: 1,590 shares; 2025Q3: 1,743 shares; 2025Q4: 2,017 shares 2,017 $519K 0.03% +274 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,084 shares; 2025Q1: 2,238 shares; 2025Q2: 2,096 shares; 2025Q3: 2,051 shares; 2025Q4: 2,216 shares 2,216 $513K 0.03% +165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,854 shares; 2025Q2: 10,913 shares; 2025Q3: 10,913 shares; 2025Q4: 10,913 shares 10,913 $512K 0.03% 0 Timeline IBDU 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: restricted; 2024Q4: 21,682 shares; 2025Q1: 21,682 shares; 2025Q2: 21,682 shares; 2025Q3: 21,682 shares; 2025Q4: 21,682 shares 21,682 $507K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,308 shares; 2025Q1: 4,308 shares; 2025Q2: 4,461 shares; 2025Q3: 4,461 shares; 2025Q4: 4,507 shares 4,507 $504K 0.03% +46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,025 shares; 2025Q4: 1,116 shares 1,116 $497K 0.03% +91 Timeline MBB 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: restricted; 2024Q4: 5,538 shares; 2025Q1: 5,269 shares; 2025Q2: 5,229 shares; 2025Q3: 5,207 shares; 2025Q4: 5,207 shares 5,207 $496K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 407 shares 407 $495K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 956 shares 956 $488K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,661 shares; 2025Q3: 1,663 shares; 2025Q4: 1,698 shares 1,698 $485K 0.03% +35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 459 shares; 2025Q2: 472 shares; 2025Q3: 468 shares; 2025Q4: 559 shares 559 $482K 0.03% +91 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,704 shares; 2025Q4: 5,890 shares 5,890 $481K 0.03% +186 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,394 shares; 2025Q1: 6,394 shares; 2025Q2: 6,395 shares; 2025Q3: 7,362 shares; 2025Q4: 6,397 shares 6,397 $480K 0.03% -965 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,251 shares; 2025Q1: 8,415 shares; 2025Q2: 7,595 shares; 2025Q3: 7,605 shares; 2025Q4: 7,463 shares 7,463 $475K 0.03% -142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,002 shares; 2025Q2: 4,005 shares; 2025Q3: 4,022 shares; 2025Q4: 4,022 shares 4,022 $467K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,165 shares; 2025Q1: 1,184 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,260 shares 1,260 $466K 0.03% +34 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,327 shares; 2025Q1: 2,367 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares; 2025Q4: 2,430 shares 2,430 $443K 0.03% +103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,966 shares; 2025Q1: 1,968 shares; 2025Q2: 1,978 shares; 2025Q3: 2,407 shares; 2025Q4: 3,336 shares 3,336 $443K 0.03% +929 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,113 shares 1,113 $441K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,256 shares; 2025Q1: 1,174 shares; 2025Q2: 1,276 shares; 2025Q3: 1,230 shares; 2025Q4: 1,378 shares 1,378 $431K 0.03% +148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,011 shares; 2025Q1: 2,755 shares; 2025Q2: 2,767 shares; 2025Q3: 2,090 shares; 2025Q4: 2,098 shares 2,098 $430K 0.03% +8 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,488 shares; 2025Q1: 2,239 shares; 2025Q2: 2,297 shares; 2025Q3: 2,320 shares; 2025Q4: 2,895 shares 2,895 $418K 0.03% +575 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,765 shares; 2025Q1: 5,908 shares; 2025Q2: 5,908 shares; 2025Q3: 5,908 shares; 2025Q4: 5,908 shares 5,908 $405K 0.03% 0 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,272 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 18,272 shares; 2025Q4: 18,272 shares 18,272 $405K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,006 shares; 2025Q2: 14,039 shares; 2025Q3: 13,625 shares; 2025Q4: 14,348 shares 14,348 $394K 0.03% +723 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,588 shares; 2025Q1: 1,592 shares; 2025Q2: 1,595 shares; 2025Q3: 1,598 shares; 2025Q4: 3,202 shares 3,202 $382K 0.02% +1,604 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 265 shares; 2025Q2: 267 shares; 2025Q3: 269 shares; 2025Q4: 269 shares 269 $375K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,862 shares; 2025Q1: 14,767 shares; 2025Q2: 15,402 shares; 2025Q3: 15,442 shares; 2025Q4: 14,910 shares 14,910 $370K 0.02% -532 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,646 shares; 2025Q4: 4,798 shares 4,798 $370K 0.02% +152 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,031 shares; 2025Q1: 7,031 shares; 2025Q2: 7,031 shares; 2025Q3: 7,031 shares; 2025Q4: 7,031 shares 7,031 $368K 0.02% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,200 shares; 2025Q1: 4,201 shares; 2025Q2: 4,203 shares; 2025Q3: 4,203 shares; 2025Q4: 4,203 shares 4,203 $368K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,698 shares; 2025Q1: 2,724 shares; 2025Q2: 2,734 shares; 2025Q3: 1,656 shares; 2025Q4: 1,992 shares 1,992 $367K 0.02% +336 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,382 shares; 2025Q4: 5,435 shares 5,435 $358K 0.02% +2,053 Timeline IBDS 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: restricted; 2024Q4: 21,310 shares; 2025Q1: 21,466 shares; 2025Q2: 21,703 shares; 2025Q3: 21,939 shares; 2025Q4: 14,522 shares 14,522 $353K 0.02% -7,417 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,408 shares 6,408 $352K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,275 shares; 2025Q1: 2,276 shares; 2025Q2: 2,287 shares; 2025Q3: 2,973 shares; 2025Q4: 2,954 shares 2,954 $346K 0.02% -19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,693 shares; 2025Q1: 6,339 shares; 2025Q2: 6,263 shares; 2025Q3: 6,166 shares; 2025Q4: 6,014 shares 6,014 $344K 0.02% -152 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: 1,080 shares; 2025Q2: 741 shares; 2025Q3: not reported; 2025Q4: 1,297 shares 1,297 $344K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,159 shares; 2025Q4: 9,221 shares 9,221 $340K 0.02% +62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: 674 shares 674 $326K 0.02% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,403 shares 3,403 $325K 0.02% +53 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 845 shares; 2025Q4: 1,054 shares 1,054 $325K 0.02% +209 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,982 shares; 2025Q4: 8,982 shares 8,982 $324K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,975 shares; 2025Q1: 5,717 shares; 2025Q2: 6,024 shares; 2025Q3: 6,069 shares; 2025Q4: 6,343 shares 6,343 $323K 0.02% +274 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,282 shares; 2025Q3: 3,276 shares; 2025Q4: 3,276 shares 3,276 $317K 0.02% 0 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: restricted; 2024Q4: 4,258 shares; 2025Q1: 4,087 shares; 2025Q2: 4,127 shares; 2025Q3: 4,182 shares; 2025Q4: 4,259 shares 4,259 $315K 0.02% +77 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,068 shares 1,068 $314K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares 1,074 $309K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,994 shares; 2025Q1: 5,301 shares; 2025Q2: 5,220 shares; 2025Q3: 5,261 shares; 2025Q4: 5,334 shares 5,334 $308K 0.02% +73 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,163 shares; 2025Q1: 1,957 shares; 2025Q2: 1,965 shares; 2025Q3: 1,972 shares; 2025Q4: 1,978 shares 1,978 $306K 0.02% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,524 shares; 2025Q4: 13,524 shares 13,524 $306K 0.02% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,042 shares 6,042 $300K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,996 shares 2,996 $299K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,236 shares; 2025Q1: 866 shares; 2025Q2: 867 shares; 2025Q3: 869 shares; 2025Q4: 871 shares 871 $299K 0.02% +2 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,219 shares; 2025Q1: 3,219 shares; 2025Q2: 3,219 shares; 2025Q3: 3,236 shares; 2025Q4: 3,428 shares 3,428 $296K 0.02% +192 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,459 shares; 2025Q4: 23,459 shares 23,459 $290K 0.02% 0 Timeline ITA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,331 shares 1,331 $286K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,056 shares; 2025Q1: 2,061 shares; 2025Q2: 2,071 shares; 2025Q3: 1,762 shares; 2025Q4: 1,747 shares 1,747 $284K 0.02% -15 Timeline EEM 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: restricted; 2024Q4: 6,576 shares; 2025Q1: 5,676 shares; 2025Q2: 5,207 shares; 2025Q3: 5,207 shares; 2025Q4: 5,059 shares 5,059 $277K 0.02% -148 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,514 shares; 2025Q4: 1,757 shares 1,757 $271K 0.02% +243 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,856 shares; 2025Q1: 108,856 shares; 2025Q2: 108,856 shares; 2025Q3: 108,856 shares; 2025Q4: 108,856 shares 108,856 $269K 0.02% 0 Timeline IVW 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: restricted; 2024Q4: 3,040 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares 2,168 $267K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,281 shares; 2025Q1: 6,242 shares; 2025Q2: 6,249 shares; 2025Q3: 6,161 shares; 2025Q4: 6,198 shares 6,198 $267K 0.02% +37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,114 shares; 2025Q1: 2,118 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,344 shares 2,344 $267K 0.02% +84 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 392 shares; 2025Q1: 475 shares; 2025Q2: 407 shares; 2025Q3: not reported; 2025Q4: 464 shares 464 $263K 0.02% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares 2,884 $256K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,076 shares; 2025Q1: 4,079 shares; 2025Q2: 4,079 shares; 2025Q3: 4,079 shares; 2025Q4: 4,079 shares 4,079 $255K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 993 shares; 2025Q1: 999 shares; 2025Q2: 1,031 shares; 2025Q3: 1,054 shares; 2025Q4: 891 shares 891 $242K 0.02% -163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,626 shares; 2025Q1: 4,640 shares; 2025Q2: 4,674 shares; 2025Q3: 4,712 shares; 2025Q4: 4,508 shares 4,508 $236K 0.02% -204 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares 1,274 $234K 0.01% 0 Timeline IGM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $232K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,832 shares; 2025Q4: 3,860 shares 3,860 $232K 0.01% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: 775 shares 775 $230K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,105 shares; 2025Q4: 2,803 shares 2,803 $228K 0.01% -302 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,139 shares; 2025Q1: 2,150 shares; 2025Q2: 2,161 shares; 2025Q3: 2,172 shares; 2025Q4: 2,182 shares 2,182 $219K 0.01% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,714 shares; 2025Q4: 1,708 shares 1,708 $218K 0.01% -6 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,822 shares 4,822 $215K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares 1,663 $214K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,772 shares; 2025Q4: 2,104 shares 2,104 $214K 0.01% +332 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,172 shares 1,172 $208K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948 shares; 2025Q4: 1,948 shares 1,948 $208K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares 1,180 $207K 0.01% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 954 shares 954 $204K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,267 shares; 2025Q1: 10,267 shares; 2025Q2: 10,267 shares; 2025Q3: 10,267 shares; 2025Q4: 10,267 shares 10,267 $178K 0.01% 0 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $20.7K <0.01% 0 Timeline