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: 847,450 shares; 2024Q4: 1,022,501 shares; 2025Q1: 1,286,521 shares; 2025Q2: 1,593,630 shares; 2025Q3: 1,748,006 shares; 2025Q4: 1,997,722 shares 1,997,722 $160M 13.04% +249,716 Timeline IEFA 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: 627,824 shares; 2024Q4: 749,842 shares; 2025Q1: 1,017,384 shares; 2025Q2: 1,260,146 shares; 2025Q3: 1,397,861 shares; 2025Q4: 1,632,826 shares 1,632,826 $146M 11.89% +234,965 Timeline LISTED FD TR LISTED FD TR More: the full row for LISTED FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844,282 shares; 2024Q4: 2,140,008 shares; 2025Q1: 2,624,626 shares; 2025Q2: 3,055,122 shares; 2025Q3: 3,340,018 shares; 2025Q4: 3,879,493 shares 3,879,493 $141M 11.48% +539,475 IDVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 308,872 shares; 2025Q1: 2,325,575 shares; 2025Q2: 2,798,194 shares; 2025Q3: 3,152,328 shares; 2025Q4: 3,664,407 shares 3,664,407 $116M 9.48% +512,079 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: 158,114 shares; 2024Q4: 112,759 shares; 2025Q1: 239,396 shares; 2025Q2: 281,312 shares; 2025Q3: 314,712 shares; 2025Q4: 366,370 shares 366,370 $70M 5.69% +51,658 Timeline VGSH 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: 69,273 shares; 2024Q4: 96,911 shares; 2025Q1: 55,370 shares; 2025Q2: 132,426 shares; 2025Q3: 734,575 shares; 2025Q4: 923,848 shares 923,848 $54.3M 4.42% +189,273 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: 384,468 shares; 2024Q4: 487,005 shares; 2025Q1: 537,418 shares; 2025Q2: 638,902 shares; 2025Q3: 695,891 shares; 2025Q4: 803,679 shares 803,679 $54M 4.4% +107,788 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: 244,014 shares; 2024Q4: 305,498 shares; 2025Q1: 202,696 shares; 2025Q2: 195,379 shares; 2025Q3: 209,921 shares; 2025Q4: 237,787 shares 237,787 $47.2M 3.84% +27,866 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: 32,784 shares; 2024Q4: 36,234 shares; 2025Q1: 421,958 shares; 2025Q2: 491,251 shares; 2025Q3: 569,253 shares; 2025Q4: 665,161 shares 665,161 $41.6M 3.38% +95,908 Timeline CLIP 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: not reported; 2024Q4: not reported; 2025Q1: 401,496 shares; 2025Q2: 634,034 shares; 2025Q3: 467,731 shares; 2025Q4: 303,414 shares 303,414 $30.4M 2.47% -164,317 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: 472,967 shares; 2024Q4: 592,128 shares; 2025Q1: 632,439 shares; 2025Q2: 618,454 shares; 2025Q3: 522,291 shares; 2025Q4: 542,781 shares 542,781 $27.5M 2.23% +20,490 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: 7,189 shares; 2024Q4: 8,337 shares; 2025Q1: 271,495 shares; 2025Q2: 315,999 shares; 2025Q3: 346,444 shares; 2025Q4: 400,466 shares 400,466 $26.4M 2.15% +54,022 Timeline BIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 321,565 shares 321,565 $25M 2.04% new Timeline VGLT 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: 327,216 shares; 2024Q4: 290,646 shares; 2025Q1: 312,911 shares; 2025Q2: 329,468 shares; 2025Q3: 348,548 shares; 2025Q4: 360,513 shares 360,513 $20.1M 1.64% +11,965 Timeline BSCR 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: 724,868 shares; 2024Q4: 1,056,058 shares; 2025Q1: 1,067,606 shares; 2025Q2: 944,028 shares; 2025Q3: 941,889 shares; 2025Q4: 1,005,908 shares 1,005,908 $19.9M 1.62% +64,019 Timeline PCHI FUNDVANTAGE TR More: the full row for FUNDVANTAGE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537,493 shares; 2025Q3: 548,190 shares; 2025Q4: 554,525 shares 554,525 $13.9M 1.13% +6,335 Timeline VCSH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,734 shares; 2025Q4: 153,489 shares 153,489 $12.2M 1% +77,755 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: 3,044 shares; 2024Q4: 2,891 shares; 2025Q1: 2,079 shares; 2025Q2: 15,716 shares; 2025Q3: 16,899 shares; 2025Q4: 18,654 shares 18,654 $11.5M 0.93% +1,755 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,897 shares; 2024Q4: 276,194 shares; 2025Q1: 278,930 shares; 2025Q2: 245,463 shares; 2025Q3: 244,795 shares; 2025Q4: 221,559 shares 221,559 $11.1M 0.9% -23,236 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,372 shares; 2024Q4: 134,416 shares; 2025Q1: 140,175 shares; 2025Q2: 141,258 shares; 2025Q3: 152,494 shares; 2025Q4: 158,851 shares 158,851 $7.71M 0.63% +6,357 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: 28,580 shares; 2024Q4: 29,213 shares; 2025Q1: 27,527 shares; 2025Q2: 258,377 shares; 2025Q3: 298,920 shares; 2025Q4: 27,733 shares 27,733 $7.54M 0.61% -271,187 Timeline SPHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240,136 shares; 2025Q4: 312,622 shares 312,622 $7.4M 0.6% +72,486 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: 9,045 shares; 2024Q4: 8,728 shares; 2025Q1: 8,484 shares; 2025Q2: 7,852 shares; 2025Q3: 7,924 shares; 2025Q4: 14,596 shares 14,596 $7.06M 0.57% +6,672 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: 8,207 shares; 2024Q4: 7,931 shares; 2025Q1: 7,988 shares; 2025Q2: 7,640 shares; 2025Q3: 7,673 shares; 2025Q4: 8,213 shares 8,213 $5.63M 0.46% +540 Timeline BSCQ 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: 364,012 shares; 2024Q4: 542,154 shares; 2025Q1: 543,846 shares; 2025Q2: 457,583 shares; 2025Q3: 440,103 shares; 2025Q4: 278,970 shares 278,970 $5.46M 0.44% -161,133 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: 50,383 shares; 2024Q4: 73,781 shares; 2025Q1: 72,517 shares; 2025Q2: 56,251 shares; 2025Q3: 49,845 shares; 2025Q4: 54,050 shares 54,050 $5.42M 0.44% +4,205 Timeline PROSHARES TR II ULTRA VIX S… PROSHARES TR II ULTRA VIX SHORT T… More: the full row for PROSHARES TR II ULTRA VIX SHORT TERM FUTURES ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,350 shares 146,350 $5.26M 0.43% new PFOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,255 shares 187,255 $4.67M 0.38% new 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: 1,276 shares; 2024Q4: 2,203 shares; 2025Q1: 1,869 shares; 2025Q2: 1,941 shares; 2025Q3: 1,830 shares; 2025Q4: 7,238 shares 7,238 $4.54M 0.37% +5,408 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: 20,910 shares; 2024Q4: 19,320 shares; 2025Q1: 18,624 shares; 2025Q2: 16,873 shares; 2025Q3: 19,789 shares; 2025Q4: 23,338 shares 23,338 $4.35M 0.35% +3,549 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: 9,133 shares; 2024Q4: 8,330 shares; 2025Q1: 8,204 shares; 2025Q2: 7,772 shares; 2025Q3: 7,563 shares; 2025Q4: 12,972 shares 12,972 $4.06M 0.33% +5,409 Timeline BSJQ 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: 97,856 shares; 2024Q4: 138,359 shares; 2025Q1: 144,125 shares; 2025Q2: 146,828 shares; 2025Q3: 158,958 shares; 2025Q4: 166,212 shares 166,212 $3.88M 0.32% +7,254 Timeline PFDE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,462 shares 155,462 $3.87M 0.32% new Timeline DFSD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,456 shares 78,456 $3.76M 0.31% new Timeline BIL 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: 372,554 shares; 2024Q4: 463,294 shares; 2025Q1: 83,862 shares; 2025Q2: 56,974 shares; 2025Q3: 48,041 shares; 2025Q4: 39,397 shares 39,397 $3.6M 0.29% -8,644 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: 11,156 shares; 2024Q4: 9,598 shares; 2025Q1: 16,988 shares; 2025Q2: 20,392 shares; 2025Q3: 29,978 shares; 2025Q4: 30,141 shares 30,141 $3.36M 0.27% +163 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: 10,190 shares; 2024Q4: 10,556 shares; 2025Q1: 11,337 shares; 2025Q2: 10,713 shares; 2025Q3: 11,258 shares; 2025Q4: 13,414 shares 13,414 $3.1M 0.25% +2,156 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,333 shares 28,333 $3.08M 0.25% new 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: not reported; 2024Q4: not reported; 2025Q1: 69,044 shares; 2025Q2: 69,251 shares; 2025Q3: 66,782 shares; 2025Q4: 68,930 shares 68,930 $2.73M 0.22% +2,148 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,672 shares; 2024Q4: 277,181 shares; 2025Q1: 279,387 shares; 2025Q2: 245,931 shares; 2025Q3: 121,809 shares; 2025Q4: 53,318 shares 53,318 $2.67M 0.22% -68,491 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: 868 shares; 2024Q4: 705 shares; 2025Q1: 868 shares; 2025Q2: 797 shares; 2025Q3: 3,043 shares; 2025Q4: 7,868 shares 7,868 $2.64M 0.21% +4,825 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: 7,642 shares; 2024Q4: 8,854 shares; 2025Q1: 8,873 shares; 2025Q2: 7,451 shares; 2025Q3: 7,312 shares; 2025Q4: 8,199 shares 8,199 $2.57M 0.21% +887 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: 7,648 shares; 2024Q4: 7,774 shares; 2025Q1: 8,061 shares; 2025Q2: 6,963 shares; 2025Q3: 7,032 shares; 2025Q4: 6,992 shares 6,992 $2.42M 0.2% -40 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,711 shares; 2025Q2: 28,269 shares; 2025Q3: 39,578 shares; 2025Q4: 85,645 shares 85,645 $2.31M 0.19% +46,067 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,936 shares; 2024Q4: 284,284 shares; 2025Q1: 267,180 shares; 2025Q2: 222,297 shares; 2025Q3: 137,141 shares; 2025Q4: 42,835 shares 42,835 $2.14M 0.17% -94,306 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: 592,602 shares; 2024Q4: 710,905 shares; 2025Q1: 124,466 shares; 2025Q2: 84,391 shares; 2025Q3: 81,563 shares; 2025Q4: 45,312 shares 45,312 $2.06M 0.17% -36,251 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: 3,521 shares; 2024Q4: 3,582 shares; 2025Q1: 4,005 shares; 2025Q2: 3,991 shares; 2025Q3: 4,907 shares; 2025Q4: 5,849 shares 5,849 $2.05M 0.17% +942 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: not reported; 2024Q4: not reported; 2025Q1: 24,254 shares; 2025Q2: 24,320 shares; 2025Q3: 24,381 shares; 2025Q4: 24,433 shares 24,433 $1.81M 0.15% +52 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: 83,094 shares; 2024Q4: 48,599 shares; 2025Q1: 46,412 shares; 2025Q2: 25,915 shares; 2025Q3: 26,244 shares; 2025Q4: 35,627 shares 35,627 $1.8M 0.15% +9,383 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: 1,022 shares; 2024Q4: 1,086 shares; 2025Q1: 1,536 shares; 2025Q2: 1,729 shares; 2025Q3: 1,813 shares; 2025Q4: 2,012 shares 2,012 $1.77M 0.14% +199 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: 942 shares; 2024Q4: 944 shares; 2025Q1: 1,432 shares; 2025Q2: 1,479 shares; 2025Q3: 1,947 shares; 2025Q4: 2,613 shares 2,613 $1.72M 0.14% +666 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: 4,446 shares; 2024Q4: 5,776 shares; 2025Q1: 6,484 shares; 2025Q2: 6,337 shares; 2025Q3: 6,644 shares; 2025Q4: 8,400 shares 8,400 $1.64M 0.13% +1,756 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: 14,164 shares; 2024Q4: 11,023 shares; 2025Q1: 12,080 shares; 2025Q2: 11,199 shares; 2025Q3: 10,841 shares; 2025Q4: 13,193 shares 13,193 $1.59M 0.13% +2,352 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: 4,598 shares; 2024Q4: 4,720 shares; 2025Q1: 5,454 shares; 2025Q2: 4,376 shares; 2025Q3: 4,411 shares; 2025Q4: 4,700 shares 4,700 $1.51M 0.12% +289 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: 5,002 shares; 2024Q4: 5,303 shares; 2025Q1: 6,610 shares; 2025Q2: 7,107 shares; 2025Q3: 5,653 shares; 2025Q4: 6,033 shares 6,033 $1.38M 0.11% +380 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 568 shares; 2025Q1: 575 shares; 2025Q2: 556 shares; 2025Q3: 575 shares; 2025Q4: 14,700 shares 14,700 $1.38M 0.11% +14,125 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: 2,622 shares; 2024Q4: 1,522 shares; 2025Q1: 19,666 shares; 2025Q2: 1,325 shares; 2025Q3: 1,793 shares; 2025Q4: 1,921 shares 1,921 $1.31M 0.11% +128 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: 2,432 shares; 2024Q4: 2,980 shares; 2025Q1: 5,334 shares; 2025Q2: 6,198 shares; 2025Q3: 7,088 shares; 2025Q4: 7,883 shares 7,883 $1.26M 0.1% +795 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: not reported; 2024Q4: 4,250 shares; 2025Q1: 3,400 shares; 2025Q2: 6,859 shares; 2025Q3: 7,159 shares; 2025Q4: 11,578 shares 11,578 $1.24M 0.1% +4,419 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: 1,617 shares; 2024Q4: 1,726 shares; 2025Q1: 1,464 shares; 2025Q2: 1,715 shares; 2025Q3: 1,717 shares; 2025Q4: 2,460 shares 2,460 $1.24M 0.1% +743 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,792 shares; 2024Q4: 38,727 shares; 2025Q1: 31,439 shares; 2025Q2: 22,616 shares; 2025Q3: 20,924 shares; 2025Q4: 18,849 shares 18,849 $1.13M 0.09% -2,075 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: 5,749 shares; 2024Q4: 5,680 shares; 2025Q1: 5,745 shares; 2025Q2: 5,528 shares; 2025Q3: 7,403 shares; 2025Q4: 7,896 shares 7,896 $1.13M 0.09% +493 Timeline OVBC OHIO VY BANC CORP More: the full row for OHIO VY BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,778 shares; 2025Q3: 29,552 shares; 2025Q4: 28,137 shares 28,137 $1.12M 0.09% -1,415 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,415 shares; 2025Q1: 25,965 shares; 2025Q2: 27,762 shares; 2025Q3: 39,885 shares; 2025Q4: 41,726 shares 41,726 $1.11M 0.09% +1,841 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,228 shares; 2025Q2: 22,663 shares; 2025Q3: 22,464 shares; 2025Q4: 27,114 shares 27,114 $1.1M 0.09% +4,650 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: 2,956 shares; 2024Q4: 2,840 shares; 2025Q1: 2,794 shares; 2025Q2: 2,800 shares; 2025Q3: 2,895 shares; 2025Q4: 3,628 shares 3,628 $1.1M 0.09% +733 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,121 shares; 2025Q2: 3,778 shares; 2025Q3: 5,131 shares; 2025Q4: 6,148 shares 6,148 $1.09M 0.09% +1,017 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,790 shares 7,790 $1.07M 0.09% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 10,234 shares; 2025Q1: 10,217 shares; 2025Q2: 9,628 shares; 2025Q3: 9,669 shares; 2025Q4: 9,559 shares 9,559 $1.05M 0.09% -110 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,190 shares; 2025Q2: 8,066 shares; 2025Q3: 8,303 shares; 2025Q4: 8,825 shares 8,825 $1.03M 0.08% +522 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,881 shares; 2025Q1: 17,430 shares; 2025Q2: 20,891 shares; 2025Q3: 22,222 shares; 2025Q4: 24,840 shares 24,840 $1.01M 0.08% +2,618 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: 26,822 shares; 2024Q4: 17,617 shares; 2025Q1: 18,482 shares; 2025Q2: 8,501 shares; 2025Q3: 9,774 shares; 2025Q4: 19,002 shares 19,002 $968K 0.08% +9,228 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 5,325 shares; 2025Q1: 9,521 shares; 2025Q2: 9,745 shares; 2025Q3: 8,554 shares; 2025Q4: 10,325 shares 10,325 $966K 0.08% +1,771 Timeline VXF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,589 shares 4,589 $960K 0.08% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,811 shares; 2025Q1: 7,845 shares; 2025Q2: 9,739 shares; 2025Q3: 10,435 shares; 2025Q4: 11,898 shares 11,898 $955K 0.08% +1,463 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: 4,054 shares; 2024Q4: 4,457 shares; 2025Q1: 5,746 shares; 2025Q2: 5,736 shares; 2025Q3: 5,941 shares; 2025Q4: 6,222 shares 6,222 $948K 0.08% +281 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: 6,991 shares; 2024Q4: 7,796 shares; 2025Q1: 9,309 shares; 2025Q2: 8,442 shares; 2025Q3: 9,280 shares; 2025Q4: 17,866 shares 17,866 $936K 0.08% +8,586 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: not reported; 2024Q4: 1,456 shares; 2025Q1: 3,406 shares; 2025Q2: 3,359 shares; 2025Q3: 3,381 shares; 2025Q4: 4,506 shares 4,506 $933K 0.08% +1,125 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,985 shares; 2025Q2: 12,104 shares; 2025Q3: 15,045 shares; 2025Q4: 17,082 shares 17,082 $912K 0.07% +2,037 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,766 shares; 2025Q2: 16,826 shares; 2025Q3: 17,585 shares; 2025Q4: 19,057 shares 19,057 $911K 0.07% +1,472 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: not reported; 2024Q4: not reported; 2025Q1: 2,267 shares; 2025Q2: 2,748 shares; 2025Q3: 2,906 shares; 2025Q4: 3,144 shares 3,144 $859K 0.07% +238 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: 988 shares; 2024Q4: 994 shares; 2025Q1: 1,013 shares; 2025Q2: 1,066 shares; 2025Q3: 1,095 shares; 2025Q4: 1,483 shares 1,483 $850K 0.07% +388 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,532 shares; 2025Q4: 2,782 shares 2,782 $746K 0.06% +250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,204 shares; 2025Q4: 14,413 shares 14,413 $733K 0.06% +7,209 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,196 shares; 2025Q2: 11,288 shares; 2025Q3: 11,515 shares; 2025Q4: 18,784 shares 18,784 $724K 0.06% +7,269 Timeline ESLG STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,765 shares 27,765 $693K 0.06% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,689 shares; 2025Q1: 2,682 shares; 2025Q2: 2,674 shares; 2025Q3: 2,893 shares; 2025Q4: 2,641 shares 2,641 $679K 0.06% -252 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: 1,523 shares; 2024Q4: 1,929 shares; 2025Q1: 4,029 shares; 2025Q2: 4,138 shares; 2025Q3: 4,374 shares; 2025Q4: 4,640 shares 4,640 $666K 0.05% +266 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,858 shares; 2025Q2: 7,061 shares; 2025Q3: 8,180 shares; 2025Q4: 11,179 shares 11,179 $655K 0.05% +2,999 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 4,860 shares; 2025Q1: 5,455 shares; 2025Q2: 5,568 shares; 2025Q3: 9,178 shares; 2025Q4: 8,596 shares 8,596 $649K 0.05% -582 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,619 shares; 2025Q4: 11,059 shares 11,059 $638K 0.05% +1,440 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 670 shares; 2025Q1: 671 shares; 2025Q2: 672 shares; 2025Q3: 637 shares; 2025Q4: 771 shares 771 $632K 0.05% +134 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: 10,880 shares; 2024Q4: 7,256 shares; 2025Q1: 6,934 shares; 2025Q2: 6,552 shares; 2025Q3: 4,879 shares; 2025Q4: 4,986 shares 4,986 $615K 0.05% +107 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: 439 shares; 2024Q4: 758 shares; 2025Q1: 507 shares; 2025Q2: 423 shares; 2025Q3: 485 shares; 2025Q4: 569 shares 569 $611K 0.05% +84 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,999 shares; 2025Q2: 20,346 shares; 2025Q3: 9,937 shares; 2025Q4: 10,549 shares 10,549 $597K 0.05% +612 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: 773 shares; 2024Q4: 1,054 shares; 2025Q1: 1,138 shares; 2025Q2: 988 shares; 2025Q3: 920 shares; 2025Q4: 1,322 shares 1,322 $595K 0.05% +402 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: 5,293 shares; 2024Q4: 15,178 shares; 2025Q1: 16,474 shares; 2025Q2: 19,602 shares; 2025Q3: 17,254 shares; 2025Q4: 5,382 shares 5,382 $574K 0.05% -11,872 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,849 shares; 2025Q2: 4,435 shares; 2025Q3: 4,751 shares; 2025Q4: 4,971 shares 4,971 $573K 0.05% +220 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,642 shares 5,642 $560K 0.05% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,257 shares; 2025Q3: 6,874 shares; 2025Q4: 7,438 shares 7,438 $559K 0.05% +564 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,440 shares; 2025Q2: 2,362 shares; 2025Q3: 2,580 shares; 2025Q4: 3,492 shares 3,492 $556K 0.05% +912 Timeline IXUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,550 shares 6,550 $554K 0.05% new Timeline CRH PLC ADS CRH PLC ADS More: the full row for CRH PLC ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,033 shares; 2025Q2: 3,729 shares; 2025Q3: 4,007 shares; 2025Q4: 4,326 shares 4,326 $540K 0.04% +319 LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,743 shares; 2025Q1: 3,331 shares; 2025Q2: 3,338 shares; 2025Q3: 2,629 shares; 2025Q4: 2,759 shares 2,759 $536K 0.04% +130 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,834 shares; 2025Q2: 13,094 shares; 2025Q3: 25,252 shares; 2025Q4: 56,405 shares 56,405 $531K 0.04% +31,153 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,253 shares; 2025Q1: 1,760 shares; 2025Q2: 2,131 shares; 2025Q3: 857 shares; 2025Q4: 1,592 shares 1,592 $526K 0.04% +735 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,242 shares 11,242 $510K 0.04% new LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 2,954 shares; 2025Q1: 2,977 shares; 2025Q2: 2,717 shares; 2025Q3: 2,691 shares; 2025Q4: 2,964 shares 2,964 $507K 0.04% +273 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: 4,532 shares; 2024Q4: 3,790 shares; 2025Q1: 4,869 shares; 2025Q2: 4,902 shares; 2025Q3: 4,899 shares; 2025Q4: 5,324 shares 5,324 $496K 0.04% +425 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares 1,627 $491K 0.04% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,596 shares; 2025Q4: 1,762 shares 1,762 $485K 0.04% +166 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: 2,525 shares; 2024Q4: 2,609 shares; 2025Q1: 2,651 shares; 2025Q2: 2,512 shares; 2025Q3: 2,510 shares; 2025Q4: 2,595 shares 2,595 $476K 0.04% +85 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: 874 shares; 2024Q4: 1,484 shares; 2025Q1: 1,015 shares; 2025Q2: 1,175 shares; 2025Q3: 1,340 shares; 2025Q4: 1,005 shares 1,005 $475K 0.04% -335 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,025 shares; 2025Q4: 8,785 shares 8,785 $472K 0.04% +4,760 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: 4,738 shares; 2024Q4: 4,733 shares; 2025Q1: 4,688 shares; 2025Q2: 4,702 shares; 2025Q3: 4,718 shares; 2025Q4: 4,789 shares 4,789 $461K 0.04% +71 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: 7,178 shares; 2024Q4: 6,437 shares; 2025Q1: 6,492 shares; 2025Q2: 7,237 shares; 2025Q3: 7,182 shares; 2025Q4: 8,336 shares 8,336 $458K 0.04% +1,154 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 503 shares; 2025Q1: 447 shares; 2025Q2: 454 shares; 2025Q3: 456 shares; 2025Q4: 797 shares 797 $455K 0.04% +341 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,042 shares; 2025Q4: 5,303 shares 5,303 $454K 0.04% +261 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,426 shares; 2025Q4: 4,599 shares 4,599 $442K 0.04% +173 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,445 shares; 2025Q2: 1,839 shares; 2025Q3: 2,074 shares; 2025Q4: 2,398 shares 2,398 $436K 0.04% +324 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: 5,056 shares; 2025Q1: 5,232 shares; 2025Q2: 5,192 shares; 2025Q3: 5,246 shares; 2025Q4: 5,139 shares 5,139 $433K 0.04% -107 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,542 shares; 2025Q3: 1,505 shares; 2025Q4: 1,544 shares 1,544 $431K 0.04% +39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,670 shares 1,670 $431K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: 2,451 shares; 2025Q3: 3,084 shares; 2025Q4: 2,874 shares 2,874 $427K 0.03% -210 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: 1,763 shares; 2024Q4: 1,572 shares; 2025Q1: 1,688 shares; 2025Q2: 1,592 shares; 2025Q3: 1,834 shares; 2025Q4: 1,733 shares 1,733 $427K 0.03% -101 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 1,982 shares 1,982 $426K 0.03% -4 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: 685 shares; 2024Q4: 855 shares; 2025Q1: 951 shares; 2025Q2: 807 shares; 2025Q3: 827 shares; 2025Q4: 865 shares 865 $422K 0.03% +38 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: 8,977 shares; 2024Q4: 8,977 shares; 2025Q1: 9,013 shares; 2025Q2: 9,013 shares; 2025Q3: 9,013 shares; 2025Q4: 9,013 shares 9,013 $420K 0.03% 0 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: 1,000 shares; 2024Q4: 1,030 shares; 2025Q1: 998 shares; 2025Q2: 1,025 shares; 2025Q3: 1,010 shares; 2025Q4: 1,366 shares 1,366 $418K 0.03% +356 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: 181,149 shares; 2024Q4: 140,357 shares; 2025Q1: 135,360 shares; 2025Q2: 115,510 shares; 2025Q3: 81,952 shares; 2025Q4: 7,284 shares 7,284 $417K 0.03% -74,668 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: not reported; 2024Q4: not reported; 2025Q1: 10,447 shares; 2025Q2: 12,384 shares; 2025Q3: 13,570 shares; 2025Q4: 15,088 shares 15,088 $415K 0.03% +1,518 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: not reported; 2024Q4: not reported; 2025Q1: 14,922 shares; 2025Q2: 13,206 shares; 2025Q3: 14,684 shares; 2025Q4: 17,182 shares 17,182 $413K 0.03% +2,498 Timeline IMCB 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: 4,738 shares; 2024Q4: 4,757 shares; 2025Q1: 4,774 shares; 2025Q2: 4,790 shares; 2025Q3: 4,808 shares; 2025Q4: 4,828 shares 4,828 $399K 0.03% +20 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 1,030 shares; 2025Q1: 1,031 shares; 2025Q2: 1,100 shares; 2025Q3: 1,151 shares; 2025Q4: 1,205 shares 1,205 $395K 0.03% +54 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,199 shares; 2025Q2: 2,703 shares; 2025Q3: 2,899 shares; 2025Q4: 3,117 shares 3,117 $383K 0.03% +218 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 901 shares; 2025Q3: 960 shares; 2025Q4: 900 shares 900 $380K 0.03% -60 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: 1,124 shares; 2024Q4: 1,089 shares; 2025Q1: 1,106 shares; 2025Q2: 1,027 shares; 2025Q3: 1,055 shares; 2025Q4: 1,089 shares 1,089 $375K 0.03% +34 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,722 shares; 2025Q3: 2,715 shares; 2025Q4: 2,718 shares 2,718 $367K 0.03% +3 Timeline FVD 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: 12,802 shares; 2024Q4: 11,080 shares; 2025Q1: 14,466 shares; 2025Q2: 10,003 shares; 2025Q3: 8,861 shares; 2025Q4: 7,646 shares 7,646 $352K 0.03% -1,215 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: 3,667 shares; 2024Q4: 1,659 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares 2,400 $344K 0.03% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 579 shares; 2025Q4: 550 shares 550 $332K 0.03% -29 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: 540 shares; 2024Q4: 639 shares; 2025Q1: 661 shares; 2025Q2: 671 shares; 2025Q3: 675 shares; 2025Q4: 685 shares 685 $331K 0.03% +10 Timeline MESOBLAST LTD F SP… MESOBLAST LTD F SPONSORE… More: the full row for MESOBLAST LTD F SPONSORED ADR 1 ADR REPS 10 ORD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,829 shares; 2025Q3: 18,279 shares; 2025Q4: 18,279 shares 18,279 $330K 0.03% 0 STRATEGY SHS EVENTIDE SMALL… STRATEGY SHS EVENTIDE SMALL CAP E… More: the full row for STRATEGY SHS EVENTIDE SMALL CAP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,409 shares 12,409 $321K 0.03% new TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,896 shares; 2025Q1: 1,813 shares; 2025Q2: 1,846 shares; 2025Q3: 1,796 shares; 2025Q4: 1,839 shares 1,839 $319K 0.03% +43 Timeline JQUA 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: 7,757 shares; 2024Q4: 7,956 shares; 2025Q1: 7,322 shares; 2025Q2: 7,003 shares; 2025Q3: 6,348 shares; 2025Q4: 5,036 shares 5,036 $318K 0.03% -1,312 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: 1,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,742 shares; 2025Q4: 1,786 shares 1,786 $317K 0.03% +44 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,362 shares; 2025Q2: 37,761 shares; 2025Q3: 31,947 shares; 2025Q4: 6,877 shares 6,877 $313K 0.03% -25,070 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,612 shares; 2025Q3: 3,063 shares; 2025Q4: 3,745 shares 3,745 $306K 0.02% +682 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,052 shares; 2025Q4: 2,118 shares 2,118 $305K 0.02% +1,066 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,276 shares; 2025Q1: 3,319 shares; 2025Q2: 3,366 shares; 2025Q3: 3,269 shares; 2025Q4: 3,135 shares 3,135 $301K 0.02% -134 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 144 shares; 2025Q1: 152 shares; 2025Q2: 139 shares; 2025Q3: 142 shares; 2025Q4: 149 shares 149 $300K 0.02% +7 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,405 shares; 2025Q1: 1,394 shares; 2025Q2: 1,332 shares; 2025Q3: 1,309 shares; 2025Q4: 1,317 shares 1,317 $300K 0.02% +8 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: 445 shares 445 $295K 0.02% +144 Timeline OMFL 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: 8,851 shares; 2024Q4: 8,790 shares; 2025Q1: 7,884 shares; 2025Q2: 6,232 shares; 2025Q3: 5,583 shares; 2025Q4: 4,792 shares 4,792 $293K 0.02% -791 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 638 shares; 2025Q3: 632 shares; 2025Q4: 828 shares 828 $291K 0.02% +196 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: 1,162 shares; 2024Q4: 1,047 shares; 2025Q1: 955 shares; 2025Q2: 952 shares; 2025Q3: 922 shares; 2025Q4: 1,128 shares 1,128 $290K 0.02% +206 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 250 shares; 2025Q1: 246 shares; 2025Q2: 268 shares; 2025Q3: 250 shares; 2025Q4: 259 shares 259 $277K 0.02% +9 TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,784 shares; 2025Q3: 7,013 shares; 2025Q4: 7,976 shares 7,976 $277K 0.02% +963 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,575 shares; 2025Q4: 5,565 shares 5,565 $276K 0.02% -10 Timeline SCHB 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: 3,471 shares; 2024Q4: 11,078 shares; 2025Q1: 9,829 shares; 2025Q2: 10,759 shares; 2025Q3: 9,897 shares; 2025Q4: 10,453 shares 10,453 $274K 0.02% +556 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,531 shares; 2024Q4: 11,527 shares; 2025Q1: 6,081 shares; 2025Q2: 3,021 shares; 2025Q3: 2,734 shares; 2025Q4: 2,365 shares 2,365 $271K 0.02% -369 Timeline VGT 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: not reported; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 349 shares; 2025Q3: 362 shares; 2025Q4: 359 shares 359 $270K 0.02% -3 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,639 shares; 2025Q3: 1,624 shares; 2025Q4: 1,745 shares 1,745 $268K 0.02% +121 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: 6,261 shares; 2024Q4: 6,332 shares; 2025Q1: 6,429 shares; 2025Q2: 2,769 shares; 2025Q3: 2,686 shares; 2025Q4: 2,488 shares 2,488 $262K 0.02% -198 Timeline XMMO 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: 1,879 shares; 2024Q4: 2,645 shares; 2025Q1: 2,864 shares; 2025Q2: 2,331 shares; 2025Q3: 2,314 shares; 2025Q4: 1,880 shares 1,880 $260K 0.02% -434 Timeline DGRO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,737 shares 3,737 $259K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,260 shares; 2025Q1: 4,271 shares; 2025Q2: 8,639 shares; 2025Q3: not reported; 2025Q4: 1,974 shares 1,974 $255K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares 235 $251K 0.02% new Timeline JPEM 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: 36,759 shares; 2024Q4: 20,762 shares; 2025Q1: 15,664 shares; 2025Q2: 5,863 shares; 2025Q3: 4,585 shares; 2025Q4: 4,129 shares 4,129 $251K 0.02% -456 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,875 shares 3,875 $250K 0.02% new 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: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,175 shares; 2025Q2: 2,183 shares; 2025Q3: 2,190 shares; 2025Q4: 2,199 shares 2,199 $246K 0.02% +9 Timeline JMBS 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: 4,637 shares; 2024Q4: 4,763 shares; 2025Q1: 4,662 shares; 2025Q2: 4,721 shares; 2025Q3: 4,782 shares; 2025Q4: 5,343 shares 5,343 $244K 0.02% +561 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 802 shares 802 $238K 0.02% new Timeline NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,740 shares; 2025Q2: not reported; 2025Q3: 5,981 shares; 2025Q4: 5,430 shares 5,430 $230K 0.02% -551 BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,437 shares; 2025Q1: 2,437 shares; 2025Q2: 2,416 shares; 2025Q3: 2,404 shares; 2025Q4: 2,404 shares 2,404 $229K 0.02% 0 Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,582 shares; 2024Q4: 12,582 shares; 2025Q1: 13,032 shares; 2025Q2: 15,508 shares; 2025Q3: 10,043 shares; 2025Q4: 6,431 shares 6,431 $228K 0.02% -3,612 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,035 shares; 2025Q4: 5,119 shares 5,119 $227K 0.02% +84 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,138 shares; 2025Q2: 3,082 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares 2,077 $225K 0.02% 0 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: 1,907 shares; 2024Q4: 2,029 shares; 2025Q1: 1,542 shares; 2025Q2: 1,413 shares; 2025Q3: 1,458 shares; 2025Q4: 1,288 shares 1,288 $220K 0.02% -170 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: 642 shares; 2024Q4: 1,290 shares; 2025Q1: 1,276 shares; 2025Q2: 1,284 shares; 2025Q3: 1,251 shares; 2025Q4: 1,140 shares 1,140 $210K 0.02% -111 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: 8,418 shares; 2024Q4: 7,518 shares; 2025Q1: 8,393 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares 1,717 $206K 0.02% new Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,457 shares; 2025Q2: 8,639 shares; 2025Q3: 8,753 shares; 2025Q4: 8,946 shares 8,946 $206K 0.02% +193 Timeline RSP 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: 2,705 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,068 shares 1,068 $204K 0.02% new Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,757 shares; 2025Q3: not reported; 2025Q4: 1,677 shares 1,677 $204K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,116 shares; 2025Q1: 11,705 shares; 2025Q2: 11,832 shares; 2025Q3: 9,348 shares; 2025Q4: 5,868 shares 5,868 $204K 0.02% -3,480 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: 1,139 shares; 2024Q4: 1,149 shares; 2025Q1: 1,078 shares; 2025Q2: 1,083 shares; 2025Q3: 1,081 shares; 2025Q4: 1,026 shares 1,026 $200K 0.02% -55 Timeline NRIX NURIX THERAPEUTICS INC More: the full row for NURIX THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,678 shares; 2025Q4: 10,158 shares 10,158 $193K 0.02% -1,520 Timeline UNVGY UNIVERSAL MUSIC GROU NV ADS(NE More: the full row for UNIVERSAL MUSIC GROU NV ADS(NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,978 shares 13,978 $182K 0.01% new Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,100 shares; 2025Q1: 25,855 shares; 2025Q2: 25,855 shares; 2025Q3: 25,855 shares; 2025Q4: 10,069 shares 10,069 $120K 0.01% -15,786 Timeline AURA AURA BIOSCIENCES INC More: the full row for AURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,609 shares; 2025Q4: 18,984 shares 18,984 $103K 0.01% +8,375 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,101 shares; 2025Q4: 11,401 shares 11,401 $96.5K 0.01% -1,700 Timeline ZNTL ZENTALIS PHARMACEUTICALS INC More: the full row for ZENTALIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,558 shares; 2024Q4: 26,639 shares; 2025Q1: 45,513 shares; 2025Q2: 21,546 shares; 2025Q3: 28,192 shares; 2025Q4: 70,911 shares 70,911 $95.7K 0.01% +42,719 Timeline MASS 908 DEVICES INC More: the full row for 908 DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,099 shares; 2024Q4: 49,670 shares; 2025Q1: 45,738 shares; 2025Q2: 19,188 shares; 2025Q3: 19,188 shares; 2025Q4: 17,581 shares 17,581 $92.3K 0.01% -1,607 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,960 shares; 2024Q4: 16,410 shares; 2025Q1: 10,410 shares; 2025Q2: not reported; 2025Q3: 11,433 shares; 2025Q4: 11,433 shares 11,433 $43.4K <0.01% 0 Timeline RMCO ROYALTY MGMT HLDG CORP More: the full row for ROYALTY MGMT HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,875 shares; 2024Q4: 11,875 shares; 2025Q1: 11,875 shares; 2025Q2: 11,875 shares; 2025Q3: 11,896 shares; 2025Q4: 11,906 shares 11,906 $36.8K <0.01% +10 Timeline LUNG PULMONX CORP More: the full row for PULMONX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,455 shares; 2025Q4: 11,884 shares 11,884 $26.3K <0.01% -2,571 Timeline HYPR HYPERFINE INC More: the full row for HYPERFINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.79K <0.01% new Timeline