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: 523,242 shares; 2025Q1: 536,972 shares; 2025Q2: 536,809 shares; 2025Q3: 569,077 shares; 2025Q4: 568,515 shares 568,515 $357M 16.04% -562 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: 2,621,237 shares; 2025Q1: 2,629,280 shares; 2025Q2: 2,603,492 shares; 2025Q3: 2,770,339 shares; 2025Q4: 2,812,424 shares 2,812,424 $176M 7.9% +42,085 Timeline DFCF 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: 199,989 shares; 2025Q1: 195,294 shares; 2025Q2: 198,224 shares; 2025Q3: 199,864 shares; 2025Q4: 2,883,234 shares 2,883,234 $123M 5.52% +2,683,370 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: 900,008 shares; 2025Q1: 918,675 shares; 2025Q2: 922,025 shares; 2025Q3: 979,780 shares; 2025Q4: 999,769 shares 999,769 $120M 5.41% +19,989 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: 1,576,888 shares; 2025Q1: 1,591,955 shares; 2025Q2: 1,574,000 shares; 2025Q3: 1,689,031 shares; 2025Q4: 1,725,917 shares 1,725,917 $114M 5.12% +36,886 Timeline IGIB 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: 1,800,482 shares; 2025Q1: 1,810,780 shares; 2025Q2: 1,881,074 shares; 2025Q3: 1,966,925 shares; 2025Q4: 2,059,152 shares 2,059,152 $111M 4.99% +92,227 Timeline VGIT 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: 70,828 shares; 2025Q1: 62,078 shares; 2025Q2: 63,558 shares; 2025Q3: 73,208 shares; 2025Q4: 1,507,605 shares 1,507,605 $90.4M 4.06% +1,434,397 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: 2,075,224 shares; 2025Q1: 2,095,734 shares; 2025Q2: 2,150,144 shares; 2025Q3: 2,233,448 shares; 2025Q4: 1,039,888 shares 1,039,888 $77M 3.47% -1,193,560 Timeline SMLF 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: 800,756 shares; 2025Q1: 837,350 shares; 2025Q2: 870,884 shares; 2025Q3: 915,251 shares; 2025Q4: 968,630 shares 968,630 $72.5M 3.26% +53,379 Timeline JMTG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,364,694 shares 1,364,694 $69.7M 3.13% new 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: 920,992 shares; 2025Q1: 929,465 shares; 2025Q2: 941,557 shares; 2025Q3: 998,808 shares; 2025Q4: 1,015,418 shares 1,015,418 $54.6M 2.46% +16,610 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: 151,414 shares; 2025Q1: 149,006 shares; 2025Q2: 166,188 shares; 2025Q3: 171,400 shares; 2025Q4: 167,164 shares 167,164 $52.6M 2.37% -4,236 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: restricted; 2024Q4: 1,721,827 shares; 2025Q1: 1,772,239 shares; 2025Q2: 1,878,946 shares; 2025Q3: 1,941,060 shares; 2025Q4: 870,938 shares 870,938 $51.2M 2.3% -1,070,122 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: restricted; 2024Q4: 427,410 shares; 2025Q1: 424,125 shares; 2025Q2: 430,338 shares; 2025Q3: 480,486 shares; 2025Q4: 463,721 shares 463,721 $41.5M 1.87% -16,765 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: 125,371 shares; 2025Q1: 126,663 shares; 2025Q2: 128,846 shares; 2025Q3: 134,659 shares; 2025Q4: 139,337 shares 139,337 $34.9M 1.57% +4,678 Timeline VMBS 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: 1,599,764 shares; 2025Q1: 1,627,307 shares; 2025Q2: 1,658,973 shares; 2025Q3: 1,732,187 shares; 2025Q4: 736,411 shares 736,411 $34.7M 1.56% -995,776 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: 593,044 shares; 2025Q1: 595,567 shares; 2025Q2: 601,479 shares; 2025Q3: 629,086 shares; 2025Q4: 641,150 shares 641,150 $30.8M 1.38% +12,064 Timeline DFLV 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: 725,152 shares; 2025Q1: 751,285 shares; 2025Q2: 755,117 shares; 2025Q3: 796,249 shares; 2025Q4: 897,676 shares 897,676 $30.7M 1.38% +101,427 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: 475,877 shares; 2025Q1: 473,296 shares; 2025Q2: 487,005 shares; 2025Q3: 513,890 shares; 2025Q4: 520,176 shares 520,176 $26M 1.17% +6,286 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: 79,971 shares; 2025Q1: 79,801 shares; 2025Q2: 79,358 shares; 2025Q3: 95,577 shares; 2025Q4: 90,598 shares 90,598 $24.6M 1.11% -4,979 Timeline LRGF 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: 212,734 shares; 2025Q1: 207,869 shares; 2025Q2: 229,860 shares; 2025Q3: 231,813 shares; 2025Q4: 312,356 shares 312,356 $21.7M 0.98% +80,543 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: 19,610 shares; 2025Q1: 19,602 shares; 2025Q2: 19,752 shares; 2025Q3: 41,627 shares; 2025Q4: 42,174 shares 42,174 $20.4M 0.92% +547 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: 155,335 shares; 2025Q1: 154,860 shares; 2025Q2: 155,005 shares; 2025Q3: 158,497 shares; 2025Q4: 155,930 shares 155,930 $19.2M 0.86% -2,567 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: 28,994 shares; 2025Q1: 27,978 shares; 2025Q2: 27,665 shares; 2025Q3: 28,648 shares; 2025Q4: 27,840 shares 27,840 $19.1M 0.86% -808 Timeline AVUS 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: restricted; 2024Q4: 148,305 shares; 2025Q1: 154,225 shares; 2025Q2: 157,846 shares; 2025Q3: 160,136 shares; 2025Q4: 163,813 shares 163,813 $18.3M 0.82% +3,677 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: 59,012 shares; 2025Q1: 57,475 shares; 2025Q2: 67,990 shares; 2025Q3: 70,475 shares; 2025Q4: 68,467 shares 68,467 $17.7M 0.79% -2,008 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222,166 shares 222,166 $17.3M 0.78% new 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: 31,874 shares; 2025Q1: 31,682 shares; 2025Q2: 44,504 shares; 2025Q3: 46,346 shares; 2025Q4: 46,245 shares 46,245 $13.4M 0.6% -101 Timeline INTF 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: 277,970 shares; 2025Q1: 289,425 shares; 2025Q2: 301,413 shares; 2025Q3: 303,958 shares; 2025Q4: 333,784 shares 333,784 $12.6M 0.57% +29,826 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: 91,090 shares; 2025Q1: 93,505 shares; 2025Q2: 93,267 shares; 2025Q3: 107,100 shares; 2025Q4: 104,451 shares 104,451 $11.6M 0.52% -2,649 Timeline IVE 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: 51,582 shares; 2025Q1: 52,409 shares; 2025Q2: 52,027 shares; 2025Q3: 52,819 shares; 2025Q4: 52,859 shares 52,859 $11.2M 0.5% +40 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: 53,689 shares; 2025Q1: 53,701 shares; 2025Q2: 55,274 shares; 2025Q3: 62,665 shares; 2025Q4: 55,578 shares 55,578 $10.4M 0.47% -7,087 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: 137,930 shares; 2025Q1: 137,236 shares; 2025Q2: 142,199 shares; 2025Q3: 157,093 shares; 2025Q4: 153,935 shares 153,935 $10.3M 0.47% -3,158 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: 24,305 shares; 2025Q1: 20,964 shares; 2025Q2: 21,057 shares; 2025Q3: 21,899 shares; 2025Q4: 20,811 shares 20,811 $10.2M 0.46% -1,088 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: 32,271 shares; 2025Q1: 31,627 shares; 2025Q2: 32,195 shares; 2025Q3: 33,453 shares; 2025Q4: 31,458 shares 31,458 $9.85M 0.44% -1,995 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: 3,902 shares; 2025Q1: 3,940 shares; 2025Q2: 3,563 shares; 2025Q3: 66,504 shares; 2025Q4: 66,161 shares 66,161 $9.48M 0.43% -343 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: 73,616 shares; 2025Q1: 70,862 shares; 2025Q2: 65,075 shares; 2025Q3: 72,880 shares; 2025Q4: 70,016 shares 70,016 $7.5M 0.34% -2,864 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: 10,705 shares; 2025Q1: 10,943 shares; 2025Q2: 10,950 shares; 2025Q3: 14,581 shares; 2025Q4: 14,090 shares 14,090 $7.08M 0.32% -491 Timeline IEF 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: 25,823 shares; 2025Q1: 29,010 shares; 2025Q2: 30,215 shares; 2025Q3: 32,160 shares; 2025Q4: 71,174 shares 71,174 $6.84M 0.31% +39,014 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: 25,557 shares; 2025Q1: 26,345 shares; 2025Q2: 25,922 shares; 2025Q3: 28,374 shares; 2025Q4: 28,924 shares 28,924 $6.68M 0.3% +550 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: 20,205 shares; 2025Q1: 20,105 shares; 2025Q2: 20,153 shares; 2025Q3: 21,693 shares; 2025Q4: 20,571 shares 20,571 $6.63M 0.3% -1,122 Timeline VCIT 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: 51,544 shares; 2025Q1: 70,434 shares; 2025Q2: 74,034 shares; 2025Q3: 78,440 shares; 2025Q4: 74,670 shares 74,670 $6.25M 0.28% -3,770 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: 5,497 shares; 2025Q1: 5,494 shares; 2025Q2: 5,744 shares; 2025Q3: 8,687 shares; 2025Q4: 9,013 shares 9,013 $6.15M 0.28% +326 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: 232,541 shares; 2025Q1: 223,571 shares; 2025Q2: 209,296 shares; 2025Q3: 234,436 shares; 2025Q4: 232,636 shares 232,636 $5.59M 0.25% -1,800 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: 60,822 shares; 2025Q1: 57,596 shares; 2025Q2: 56,152 shares; 2025Q3: 56,152 shares; 2025Q4: 55,923 shares 55,923 $5.38M 0.24% -229 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: 14,568 shares; 2025Q1: 14,791 shares; 2025Q2: 14,787 shares; 2025Q3: 15,079 shares; 2025Q4: 14,553 shares 14,553 $5.1M 0.23% -526 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: 17,519 shares; 2025Q1: 21,165 shares; 2025Q2: 23,046 shares; 2025Q3: 24,422 shares; 2025Q4: 24,818 shares 24,818 $4.74M 0.21% +396 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: 14,818 shares; 2025Q1: 14,633 shares; 2025Q2: 14,633 shares; 2025Q3: 18,355 shares; 2025Q4: 18,903 shares 18,903 $4.65M 0.21% +548 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: 20,717 shares; 2025Q1: 20,562 shares; 2025Q2: 20,598 shares; 2025Q3: 21,838 shares; 2025Q4: 20,773 shares 20,773 $4.3M 0.19% -1,065 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: 6,767 shares; 2025Q1: 6,531 shares; 2025Q2: 6,487 shares; 2025Q3: 12,873 shares; 2025Q4: 12,617 shares 12,617 $4.23M 0.19% -256 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: restricted; 2024Q4: 45,760 shares; 2025Q1: 43,180 shares; 2025Q2: 41,953 shares; 2025Q3: 43,774 shares; 2025Q4: 43,158 shares 43,158 $4.14M 0.19% -616 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: 19,992 shares; 2025Q1: 19,772 shares; 2025Q2: 19,692 shares; 2025Q3: 19,692 shares; 2025Q4: 19,692 shares 19,692 $4.14M 0.19% 0 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: restricted; 2024Q4: 10,920 shares; 2025Q1: 11,298 shares; 2025Q2: 10,294 shares; 2025Q3: 15,371 shares; 2025Q4: 12,451 shares 12,451 $4.11M 0.18% -2,920 Timeline IYW 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: 21,466 shares; 2025Q1: 20,903 shares; 2025Q2: 20,713 shares; 2025Q3: 20,693 shares; 2025Q4: 20,338 shares 20,338 $4.06M 0.18% -355 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: 13,297 shares; 2025Q1: 13,197 shares; 2025Q2: 13,291 shares; 2025Q3: 15,214 shares; 2025Q4: 28,202 shares 28,202 $4.06M 0.18% +12,988 Timeline IEI 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: 31,633 shares; 2025Q1: 29,852 shares; 2025Q2: 36,641 shares; 2025Q3: 38,256 shares; 2025Q4: 32,261 shares 32,261 $3.85M 0.17% -5,995 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,447 shares; 2025Q1: 12,590 shares; 2025Q2: 12,590 shares; 2025Q3: 12,703 shares; 2025Q4: 12,359 shares 12,359 $3.73M 0.17% -344 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,948 shares; 2025Q1: 11,711 shares; 2025Q2: 11,691 shares; 2025Q3: 12,993 shares; 2025Q4: 12,312 shares 12,312 $3.57M 0.16% -681 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: 28,743 shares; 2025Q1: 28,181 shares; 2025Q2: 27,724 shares; 2025Q3: 30,955 shares; 2025Q4: 29,671 shares 29,671 $3.57M 0.16% -1,284 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: 18,635 shares; 2025Q1: 18,552 shares; 2025Q2: 18,560 shares; 2025Q3: 20,656 shares; 2025Q4: 19,252 shares 19,252 $3.42M 0.15% -1,404 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,145 shares; 2025Q1: 51,751 shares; 2025Q2: 48,868 shares; 2025Q3: 50,091 shares; 2025Q4: 38,940 shares 38,940 $3.07M 0.14% -11,151 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES 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: 28,421 shares; 2025Q4: 30,343 shares 30,343 $2.85M 0.13% +1,922 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,238 shares; 2025Q1: 12,448 shares; 2025Q2: 12,603 shares; 2025Q3: 13,108 shares; 2025Q4: 13,388 shares 13,388 $2.84M 0.13% +280 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: 7,558 shares; 2025Q1: 7,558 shares; 2025Q2: 7,558 shares; 2025Q3: 7,558 shares; 2025Q4: 7,558 shares 7,558 $2.82M 0.13% 0 Timeline SCZ 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: 47,795 shares; 2025Q1: 46,200 shares; 2025Q2: 39,269 shares; 2025Q3: 40,169 shares; 2025Q4: 36,223 shares 36,223 $2.81M 0.13% -3,946 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: 16,691 shares; 2025Q1: 16,368 shares; 2025Q2: 15,945 shares; 2025Q3: 18,026 shares; 2025Q4: 17,755 shares 17,755 $2.71M 0.12% -271 Timeline AVSC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,745 shares; 2025Q3: 45,745 shares; 2025Q4: 45,745 shares 45,745 $2.69M 0.12% 0 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: not reported; 2025Q3: 4,943 shares; 2025Q4: 4,305 shares 4,305 $2.64M 0.12% -638 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: 5,137 shares; 2025Q1: 5,074 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: 5,136 shares 5,136 $2.43M 0.11% -10 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: 3,675 shares; 2025Q1: 3,791 shares; 2025Q2: 3,952 shares; 2025Q3: 4,437 shares; 2025Q4: 4,563 shares 4,563 $2.21M 0.1% +126 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: 1,765 shares; 2025Q1: 1,785 shares; 2025Q2: 1,836 shares; 2025Q3: 1,840 shares; 2025Q4: 2,050 shares 2,050 $2.2M 0.1% +210 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: 35,989 shares; 2025Q1: 35,891 shares; 2025Q2: 35,675 shares; 2025Q3: 38,024 shares; 2025Q4: 34,251 shares 34,251 $2.14M 0.1% -3,773 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,532 shares; 2025Q1: 4,579 shares; 2025Q2: 4,657 shares; 2025Q3: 4,650 shares; 2025Q4: 4,535 shares 4,535 $2.12M 0.1% -115 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,521 shares; 2025Q1: 6,458 shares; 2025Q2: 6,347 shares; 2025Q3: 6,523 shares; 2025Q4: 6,046 shares 6,046 $2.08M 0.09% -477 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: 2,302 shares; 2025Q1: 2,151 shares; 2025Q2: 2,177 shares; 2025Q3: 5,203 shares; 2025Q4: 5,523 shares 5,523 $2.04M 0.09% +320 Timeline ESGU 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: 11,802 shares; 2025Q1: 11,739 shares; 2025Q2: 12,220 shares; 2025Q3: 12,220 shares; 2025Q4: 13,610 shares 13,610 $2.03M 0.09% +1,390 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: 2,814 shares; 2025Q1: 2,915 shares; 2025Q2: 3,614 shares; 2025Q3: 5,247 shares; 2025Q4: 4,467 shares 4,467 $2.01M 0.09% -780 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,662 shares; 2025Q1: 1,560 shares; 2025Q2: 23,052 shares; 2025Q3: 22,590 shares; 2025Q4: 21,576 shares 21,576 $1.97M 0.09% -1,014 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: restricted; 2024Q4: 49,510 shares; 2025Q1: 47,755 shares; 2025Q2: 43,955 shares; 2025Q3: 43,955 shares; 2025Q4: 42,404 shares 42,404 $1.94M 0.09% -1,551 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,363 shares; 2025Q1: 3,108 shares; 2025Q2: 3,131 shares; 2025Q3: 2,404 shares; 2025Q4: 2,384 shares 2,384 $1.93M 0.09% -20 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,066 shares; 2025Q1: 8,004 shares; 2025Q2: 7,781 shares; 2025Q3: 8,629 shares; 2025Q4: 7,804 shares 7,804 $1.88M 0.08% -825 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: 3,263 shares; 2025Q1: 3,267 shares; 2025Q2: 3,269 shares; 2025Q3: 3,765 shares; 2025Q4: 4,023 shares 4,023 $1.87M 0.08% +258 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: 1,215 shares; 2025Q1: 1,271 shares; 2025Q2: 1,403 shares; 2025Q3: 2,617 shares; 2025Q4: 2,597 shares 2,597 $1.71M 0.08% -20 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,825 shares; 2025Q1: 17,954 shares; 2025Q2: 17,168 shares; 2025Q3: 17,644 shares; 2025Q4: 18,276 shares 18,276 $1.69M 0.08% +632 Timeline ESGD 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: 12,421 shares; 2025Q1: 12,336 shares; 2025Q2: 12,483 shares; 2025Q3: 16,873 shares; 2025Q4: 17,693 shares 17,693 $1.68M 0.08% +820 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,040 shares; 2025Q1: 12,040 shares; 2025Q2: 12,040 shares; 2025Q3: 31,480 shares; 2025Q4: 31,105 shares 31,105 $1.68M 0.08% -375 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: 4,840 shares; 2025Q1: 4,618 shares; 2025Q2: 4,553 shares; 2025Q3: 5,257 shares; 2025Q4: 4,865 shares 4,865 $1.67M 0.08% -392 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: 3,396 shares; 2025Q1: 3,494 shares; 2025Q2: 3,232 shares; 2025Q3: 6,978 shares; 2025Q4: 7,038 shares 7,038 $1.61M 0.07% +60 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: 17,196 shares; 2025Q1: 16,605 shares; 2025Q2: 15,043 shares; 2025Q3: 15,793 shares; 2025Q4: 15,049 shares 15,049 $1.58M 0.07% -744 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,269 shares; 2025Q1: 8,102 shares; 2025Q2: 7,937 shares; 2025Q3: 8,170 shares; 2025Q4: 7,742 shares 7,742 $1.58M 0.07% -428 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: 5,234 shares; 2025Q1: 5,146 shares; 2025Q2: 5,162 shares; 2025Q3: 7,235 shares; 2025Q4: 8,482 shares 8,482 $1.56M 0.07% +1,247 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: 1,167 shares; 2025Q1: 1,177 shares; 2025Q2: 1,195 shares; 2025Q3: 1,787 shares; 2025Q4: 1,781 shares 1,781 $1.54M 0.07% -6 Timeline IBB 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: 7,528 shares; 2025Q1: 7,258 shares; 2025Q2: 7,258 shares; 2025Q3: 8,926 shares; 2025Q4: 8,902 shares 8,902 $1.5M 0.07% -24 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,668 shares; 2025Q1: 2,711 shares; 2025Q2: 2,663 shares; 2025Q3: 4,416 shares; 2025Q4: 6,867 shares 6,867 $1.49M 0.07% +2,451 Timeline XLE 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: 12,827 shares; 2025Q1: 12,749 shares; 2025Q2: 12,765 shares; 2025Q3: 16,615 shares; 2025Q4: 33,199 shares 33,199 $1.48M 0.07% +16,584 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: 3,195 shares; 2025Q1: 3,195 shares; 2025Q2: 3,380 shares; 2025Q3: 3,525 shares; 2025Q4: 4,844 shares 4,844 $1.47M 0.07% +1,319 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: 2,212 shares; 2025Q1: 2,215 shares; 2025Q2: 2,222 shares; 2025Q3: 2,402 shares; 2025Q4: 2,540 shares 2,540 $1.46M 0.07% +138 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: restricted; 2024Q4: 10,463 shares; 2025Q1: 9,616 shares; 2025Q2: 9,507 shares; 2025Q3: 10,395 shares; 2025Q4: 9,267 shares 9,267 $1.42M 0.06% -1,128 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: 3,551 shares; 2025Q1: 3,569 shares; 2025Q2: 3,596 shares; 2025Q3: 5,384 shares; 2025Q4: 4,962 shares 4,962 $1.42M 0.06% -422 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: 2,915 shares; 2025Q1: 3,105 shares; 2025Q2: 3,098 shares; 2025Q3: 4,614 shares; 2025Q4: 4,469 shares 4,469 $1.4M 0.06% -145 Timeline AVLV 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: restricted; 2024Q4: 6,142 shares; 2025Q1: 9,594 shares; 2025Q2: 25,999 shares; 2025Q3: 26,333 shares; 2025Q4: 18,334 shares 18,334 $1.39M 0.06% -7,999 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,085 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 7,811 shares 7,811 $1.39M 0.06% -589 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: restricted; 2024Q4: 6,407 shares; 2025Q1: 5,853 shares; 2025Q2: 5,683 shares; 2025Q3: 5,975 shares; 2025Q4: 5,155 shares 5,155 $1.38M 0.06% -820 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: 2,655 shares; 2025Q1: 2,630 shares; 2025Q2: 2,629 shares; 2025Q3: 2,767 shares; 2025Q4: 2,687 shares 2,687 $1.37M 0.06% -80 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,608 shares; 2025Q1: 4,398 shares; 2025Q2: 4,315 shares; 2025Q3: 4,438 shares; 2025Q4: 4,702 shares 4,702 $1.33M 0.06% +264 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,811 shares; 2025Q1: 22,635 shares; 2025Q2: 22,666 shares; 2025Q3: 23,372 shares; 2025Q4: 14,884 shares 14,884 $1.3M 0.06% -8,488 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,645 shares 2,645 $1.27M 0.06% +545 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: 8,338 shares; 2025Q1: 7,943 shares; 2025Q2: 7,341 shares; 2025Q3: 9,089 shares; 2025Q4: 8,679 shares 8,679 $1.25M 0.06% -410 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: 3,007 shares; 2025Q1: 3,061 shares; 2025Q2: 3,210 shares; 2025Q3: 3,384 shares; 2025Q4: 3,435 shares 3,435 $1.19M 0.05% +51 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,371 shares; 2025Q1: 4,380 shares; 2025Q2: 4,267 shares; 2025Q3: 10,241 shares; 2025Q4: 11,794 shares 11,794 $1.18M 0.05% +1,553 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,871 shares; 2025Q1: 9,166 shares; 2025Q2: 9,166 shares; 2025Q3: 14,310 shares; 2025Q4: 13,298 shares 13,298 $1.18M 0.05% -1,012 Timeline IYF 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: 5,740 shares; 2025Q1: 5,410 shares; 2025Q2: 5,410 shares; 2025Q3: 8,910 shares; 2025Q4: 8,770 shares 8,770 $1.13M 0.05% -140 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: restricted; 2024Q4: 34,243 shares; 2025Q1: 34,891 shares; 2025Q2: 35,567 shares; 2025Q3: 38,604 shares; 2025Q4: 27,001 shares 27,001 $1.1M 0.05% -11,603 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: 3,620 shares; 2025Q1: 3,524 shares; 2025Q2: 3,532 shares; 2025Q3: 3,745 shares; 2025Q4: 3,725 shares 3,725 $1.08M 0.05% -20 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: 2,383 shares; 2025Q1: 2,342 shares; 2025Q2: 2,293 shares; 2025Q3: 2,396 shares; 2025Q4: 2,758 shares 2,758 $1.07M 0.05% +362 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: restricted; 2024Q4: 2,965 shares; 2025Q1: 2,964 shares; 2025Q2: 2,996 shares; 2025Q3: 1,900 shares; 2025Q4: 1,843 shares 1,843 $1.05M 0.05% -57 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: 3,678 shares; 2025Q1: 3,221 shares; 2025Q2: 3,336 shares; 2025Q3: 8,395 shares; 2025Q4: 8,173 shares 8,173 $1.02M 0.05% -222 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: 8,133 shares; 2025Q1: 8,133 shares; 2025Q2: 8,018 shares; 2025Q3: 8,018 shares; 2025Q4: 7,933 shares 7,933 $1.02M 0.05% -85 Timeline IJT 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: 7,305 shares; 2025Q1: 7,309 shares; 2025Q2: 7,313 shares; 2025Q3: 7,313 shares; 2025Q4: 7,202 shares 7,202 $1.02M 0.05% -111 Timeline AOA 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: 3,775 shares; 2025Q1: 3,632 shares; 2025Q2: 3,643 shares; 2025Q3: 11,209 shares; 2025Q4: 11,289 shares 11,289 $1.01M 0.05% +80 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,009 shares; 2025Q1: 35,796 shares; 2025Q2: 26,462 shares; 2025Q3: 28,924 shares; 2025Q4: 18,671 shares 18,671 $1.01M 0.05% -10,253 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,838 shares; 2025Q1: 16,237 shares; 2025Q2: 14,995 shares; 2025Q3: 16,010 shares; 2025Q4: 12,359 shares 12,359 $998K 0.04% -3,651 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: restricted; 2024Q4: not reported; 2025Q1: 2,247 shares; 2025Q2: 2,823 shares; 2025Q3: 4,896 shares; 2025Q4: 5,578 shares 5,578 $991K 0.04% +682 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: 2,096 shares; 2025Q4: 3,215 shares 3,215 $990K 0.04% +1,119 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: 8,471 shares; 2025Q1: 6,717 shares; 2025Q2: 6,201 shares; 2025Q3: 6,564 shares; 2025Q4: 5,756 shares 5,756 $984K 0.04% -808 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: restricted; 2024Q4: 5,376 shares; 2025Q1: 5,130 shares; 2025Q2: 5,621 shares; 2025Q3: 3,363 shares; 2025Q4: 3,684 shares 3,684 $947K 0.04% +321 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: 13,797 shares; 2025Q1: 13,496 shares; 2025Q2: 13,666 shares; 2025Q3: 19,197 shares; 2025Q4: 17,205 shares 17,205 $946K 0.04% -1,992 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,752 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,878 shares; 2025Q4: 2,783 shares 2,783 $937K 0.04% -95 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: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares 2,355 $911K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,892 shares; 2025Q1: 5,881 shares; 2025Q2: 5,865 shares; 2025Q3: 6,141 shares; 2025Q4: 5,612 shares 5,612 $899K 0.04% -529 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: 5,400 shares; 2025Q1: 5,619 shares; 2025Q2: 5,572 shares; 2025Q3: 6,715 shares; 2025Q4: 6,708 shares 6,708 $890K 0.04% -7 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,873 shares; 2025Q1: 12,280 shares; 2025Q2: 12,575 shares; 2025Q3: 17,156 shares; 2025Q4: 16,657 shares 16,657 $889K 0.04% -499 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,804 shares; 2025Q1: 24,488 shares; 2025Q2: 22,174 shares; 2025Q3: 23,039 shares; 2025Q4: 13,814 shares 13,814 $877K 0.04% -9,225 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: 2,193 shares; 2025Q1: 2,206 shares; 2025Q2: 2,197 shares; 2025Q3: 2,491 shares; 2025Q4: 2,908 shares 2,908 $861K 0.04% +417 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: 2,975 shares; 2025Q1: 2,932 shares; 2025Q2: 2,599 shares; 2025Q3: 3,151 shares; 2025Q4: 2,720 shares 2,720 $831K 0.04% -431 Timeline ESML 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: 15,437 shares; 2025Q1: 15,382 shares; 2025Q2: 16,145 shares; 2025Q3: 16,145 shares; 2025Q4: 17,905 shares 17,905 $823K 0.04% +1,760 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: restricted; 2024Q4: 20,547 shares; 2025Q1: 20,547 shares; 2025Q2: 18,997 shares; 2025Q3: 18,997 shares; 2025Q4: 18,517 shares 18,517 $822K 0.04% -480 Timeline SHY 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: 10,215 shares; 2025Q1: 9,991 shares; 2025Q2: 11,663 shares; 2025Q3: 13,643 shares; 2025Q4: 9,914 shares 9,914 $821K 0.04% -3,729 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,833 shares; 2025Q1: 2,728 shares; 2025Q2: 2,799 shares; 2025Q3: 2,766 shares; 2025Q4: 3,313 shares 3,313 $803K 0.04% +547 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,895 shares; 2025Q1: 1,898 shares; 2025Q2: 1,908 shares; 2025Q3: 2,143 shares; 2025Q4: 2,171 shares 2,171 $767K 0.03% +28 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: 9,451 shares; 2025Q1: 9,236 shares; 2025Q2: 9,257 shares; 2025Q3: 10,265 shares; 2025Q4: 9,950 shares 9,950 $766K 0.03% -315 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: 4,368 shares; 2025Q1: 4,374 shares; 2025Q2: 4,337 shares; 2025Q3: 4,739 shares; 2025Q4: 4,703 shares 4,703 $765K 0.03% -36 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: 13,735 shares; 2025Q1: 13,195 shares; 2025Q2: 13,201 shares; 2025Q3: 13,909 shares; 2025Q4: 13,876 shares 13,876 $759K 0.03% -33 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,965 shares; 2025Q1: 17,450 shares; 2025Q2: 18,148 shares; 2025Q3: 18,836 shares; 2025Q4: 20,488 shares 20,488 $743K 0.03% +1,652 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,564 shares; 2025Q1: 2,368 shares; 2025Q2: 2,317 shares; 2025Q3: 2,503 shares; 2025Q4: 2,109 shares 2,109 $739K 0.03% -394 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 142 shares; 2025Q2: 138 shares; 2025Q3: 159 shares; 2025Q4: 136 shares 136 $728K 0.03% -23 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: 985 shares; 2025Q1: 986 shares; 2025Q2: 980 shares; 2025Q3: 955 shares; 2025Q4: 1,283 shares 1,283 $727K 0.03% +328 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: 1,099 shares; 2025Q1: 1,085 shares; 2025Q2: not reported; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares 3,107 $719K 0.03% 0 Timeline EAGG 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: 4,905 shares; 2025Q1: 4,985 shares; 2025Q2: 5,330 shares; 2025Q3: 10,120 shares; 2025Q4: 14,871 shares 14,871 $712K 0.03% +4,751 Timeline IWC 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: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: not reported; 2025Q3: 4,502 shares; 2025Q4: 4,485 shares 4,485 $707K 0.03% -17 Timeline SCHA 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: 24,396 shares; 2025Q1: 24,396 shares; 2025Q2: 24,396 shares; 2025Q3: 24,396 shares; 2025Q4: 24,396 shares 24,396 $695K 0.03% 0 Timeline XLF 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: 13,370 shares; 2025Q1: 13,577 shares; 2025Q2: 11,495 shares; 2025Q3: 12,742 shares; 2025Q4: 12,520 shares 12,520 $686K 0.03% -222 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,233 shares; 2025Q4: 17,233 shares 17,233 $682K 0.03% 0 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: restricted; 2024Q4: 4,917 shares; 2025Q1: 5,821 shares; 2025Q2: 5,350 shares; 2025Q3: 5,521 shares; 2025Q4: 5,529 shares 5,529 $680K 0.03% +8 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,148 shares 13,148 $670K 0.03% new 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: restricted; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 882 shares; 2025Q4: 887 shares 887 $669K 0.03% +5 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: 23,990 shares; 2025Q1: 23,990 shares; 2025Q2: 23,990 shares; 2025Q3: 23,990 shares; 2025Q4: 24,785 shares 24,785 $667K 0.03% +795 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,231 shares; 2025Q1: 32,045 shares; 2025Q2: 27,068 shares; 2025Q3: 29,744 shares; 2025Q4: 21,813 shares 21,813 $652K 0.03% -7,931 Timeline 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: 7,977 shares; 2025Q1: 7,978 shares; 2025Q2: 7,979 shares; 2025Q3: 7,979 shares; 2025Q4: 7,982 shares 7,982 $640K 0.03% +3 Timeline XLP 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: 7,375 shares; 2025Q1: 7,000 shares; 2025Q2: 6,810 shares; 2025Q3: 8,310 shares; 2025Q4: 8,210 shares 8,210 $638K 0.03% -100 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: restricted; 2024Q4: 5,709 shares; 2025Q1: 5,305 shares; 2025Q2: 4,664 shares; 2025Q3: 5,533 shares; 2025Q4: 6,254 shares 6,254 $620K 0.03% +721 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 25,333 shares; 2025Q4: 25,333 shares 25,333 $603K 0.03% 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: 23,056 shares; 2025Q1: 23,108 shares; 2025Q2: 23,359 shares; 2025Q3: 24,931 shares; 2025Q4: 23,794 shares 23,794 $591K 0.03% -1,137 Timeline IYH 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: 10,510 shares; 2025Q1: 10,010 shares; 2025Q2: 8,845 shares; 2025Q3: 9,345 shares; 2025Q4: 9,070 shares 9,070 $590K 0.03% -275 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 774 shares; 2025Q1: 664 shares; 2025Q2: 668 shares; 2025Q3: 812 shares; 2025Q4: 1,011 shares 1,011 $577K 0.03% +199 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,646 shares; 2025Q1: 1,647 shares; 2025Q2: 1,667 shares; 2025Q3: 1,719 shares; 2025Q4: 1,453 shares 1,453 $566K 0.03% -266 Timeline AGG 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: 17,003 shares; 2025Q1: 16,215 shares; 2025Q2: 15,559 shares; 2025Q3: 17,680 shares; 2025Q4: 5,644 shares 5,644 $564K 0.03% -12,036 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: 2,105 shares; 2025Q1: 2,133 shares; 2025Q2: not reported; 2025Q3: 5,435 shares; 2025Q4: 5,985 shares 5,985 $558K 0.03% +550 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: 342 shares; 2025Q1: 346 shares; 2025Q2: 349 shares; 2025Q3: 619 shares; 2025Q4: 630 shares 630 $554K 0.02% +11 Timeline SCHE 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: 16,774 shares; 2025Q1: 16,774 shares; 2025Q2: 16,512 shares; 2025Q3: 16,512 shares; 2025Q4: 16,512 shares 16,512 $541K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 446 shares; 2025Q4: 801 shares 801 $524K 0.02% +355 Timeline XLI 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: 3,288 shares; 2025Q1: 3,289 shares; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares; 2025Q4: 3,257 shares 3,257 $505K 0.02% -135 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY 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: 1,267 shares; 2025Q3: 2,000 shares; 2025Q4: 2,060 shares 2,060 $500K 0.02% +60 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,549 shares; 2025Q1: 6,746 shares; 2025Q2: 5,518 shares; 2025Q3: 5,820 shares; 2025Q4: 5,060 shares 5,060 $495K 0.02% -760 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,545 shares; 2025Q1: 2,465 shares; 2025Q2: 2,468 shares; 2025Q3: 5,797 shares; 2025Q4: 5,798 shares 5,798 $489K 0.02% +1 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: restricted; 2024Q4: 297 shares; 2025Q1: 327 shares; 2025Q2: 358 shares; 2025Q3: 341 shares; 2025Q4: 5,160 shares 5,160 $484K 0.02% +4,819 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: restricted; 2024Q4: 1,018 shares; 2025Q1: 1,097 shares; 2025Q2: 1,066 shares; 2025Q3: 1,241 shares; 2025Q4: 1,474 shares 1,474 $483K 0.02% +233 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: 1,771 shares; 2025Q1: 1,887 shares; 2025Q2: 1,944 shares; 2025Q3: 2,063 shares; 2025Q4: 2,238 shares 2,238 $479K 0.02% +175 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: 1,687 shares; 2025Q1: 1,803 shares; 2025Q2: 1,850 shares; 2025Q3: 1,768 shares; 2025Q4: 2,367 shares 2,367 $461K 0.02% +599 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,293 shares; 2025Q1: 5,679 shares; 2025Q2: 5,862 shares; 2025Q3: 6,473 shares; 2025Q4: 3,474 shares 3,474 $461K 0.02% -2,999 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: 14,018 shares; 2025Q1: 15,668 shares; 2025Q2: 13,785 shares; 2025Q3: 17,239 shares; 2025Q4: 18,358 shares 18,358 $457K 0.02% +1,119 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS 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: 28,525 shares; 2025Q3: 28,525 shares; 2025Q4: 28,525 shares 28,525 $455K 0.02% 0 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: 14,997 shares; 2025Q1: 14,997 shares; 2025Q2: 14,997 shares; 2025Q3: 14,997 shares; 2025Q4: 14,997 shares 14,997 $451K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,615 shares; 2025Q1: 3,460 shares; 2025Q2: 3,464 shares; 2025Q3: 3,456 shares; 2025Q4: 2,593 shares 2,593 $450K 0.02% -863 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: 11,516 shares; 2025Q1: 11,584 shares; 2025Q2: 11,242 shares; 2025Q3: 12,117 shares; 2025Q4: 4,444 shares 4,444 $448K 0.02% -7,673 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,781 shares; 2025Q1: 1,799 shares; 2025Q2: not reported; 2025Q3: 4,466 shares; 2025Q4: 4,466 shares 4,466 $446K 0.02% 0 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: 10,113 shares; 2025Q1: 9,128 shares; 2025Q2: 9,031 shares; 2025Q3: 9,467 shares; 2025Q4: 4,665 shares 4,665 $444K 0.02% -4,802 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 2,767 shares; 2025Q3: 4,144 shares; 2025Q4: 4,846 shares 4,846 $443K 0.02% +702 Timeline OKLO OKLO INC More: the full row for OKLO 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: 3,632 shares; 2025Q3: 5,757 shares; 2025Q4: 6,067 shares 6,067 $435K 0.02% +310 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: 6,313 shares; 2025Q1: 6,357 shares; 2025Q2: 6,294 shares; 2025Q3: 6,196 shares; 2025Q4: 6,199 shares 6,199 $433K 0.02% +3 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: restricted; 2024Q4: 423 shares; 2025Q1: 426 shares; 2025Q2: 443 shares; 2025Q3: 669 shares; 2025Q4: 650 shares 650 $431K 0.02% -19 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF 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: 2,550 shares; 2025Q4: 2,550 shares 2,550 $429K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,586 shares; 2025Q1: 1,587 shares; 2025Q2: 1,614 shares; 2025Q3: 1,965 shares; 2025Q4: 1,949 shares 1,949 $428K 0.02% -16 Timeline SPTS 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: 13,150 shares; 2025Q1: 13,150 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares 14,400 $422K 0.02% 0 Timeline VFH 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: 2,383 shares; 2025Q1: 2,387 shares; 2025Q2: 2,391 shares; 2025Q3: 3,121 shares; 2025Q4: 3,124 shares 3,124 $417K 0.02% +3 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: restricted; 2024Q4: 1,413 shares; 2025Q1: 1,415 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,475 shares 1,475 $412K 0.02% +52 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,435 shares; 2025Q1: 4,464 shares; 2025Q2: 4,485 shares; 2025Q3: 5,715 shares; 2025Q4: 5,479 shares 5,479 $403K 0.02% -236 Timeline SDY 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: 3,322 shares; 2025Q1: 3,322 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 2,885 shares 2,885 $401K 0.02% -137 Timeline VLUE 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: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares 2,935 $401K 0.02% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 20,000 shares; 2025Q4: 20,000 shares 20,000 $394K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 719 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 841 shares; 2025Q4: 839 shares 839 $393K 0.02% -2 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: 10,459 shares; 2025Q1: 10,459 shares; 2025Q2: 9,491 shares; 2025Q3: 14,333 shares; 2025Q4: 14,333 shares 14,333 $393K 0.02% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,795 shares 8,795 $393K 0.02% +95 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,060 shares 6,060 $390K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW 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: 5,863 shares; 2025Q4: 5,023 shares 5,023 $385K 0.02% -840 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: 2,602 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,771 shares; 2025Q4: 2,673 shares 2,673 $384K 0.02% +902 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 883 shares; 2025Q2: 887 shares; 2025Q3: 953 shares; 2025Q4: 1,203 shares 1,203 $383K 0.02% +250 Timeline ESGV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,165 shares 3,165 $383K 0.02% new 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: restricted; 2024Q4: 4,595 shares; 2025Q1: 4,592 shares; 2025Q2: 4,650 shares; 2025Q3: 4,615 shares; 2025Q4: 4,378 shares 4,378 $369K 0.02% -237 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: 995 shares; 2025Q1: 951 shares; 2025Q2: 1,189 shares; 2025Q3: 1,221 shares; 2025Q4: 1,043 shares 1,043 $365K 0.02% -178 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,141 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 2,341 shares; 2025Q4: 2,241 shares 2,241 $365K 0.02% -100 Timeline LRCX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,106 shares 2,106 $361K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 509 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 505 shares; 2025Q4: 405 shares 405 $356K 0.02% -100 Timeline DFSV 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: 8,783 shares; 2025Q1: 9,118 shares; 2025Q2: 9,118 shares; 2025Q3: 9,118 shares; 2025Q4: 10,823 shares 10,823 $356K 0.02% +1,705 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: 2,612 shares; 2025Q1: 2,750 shares; 2025Q2: 2,087 shares; 2025Q3: 2,512 shares; 2025Q4: 2,208 shares 2,208 $354K 0.02% -304 Timeline SUSA 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: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares 2,540 $354K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,547 shares; 2025Q1: 1,769 shares; 2025Q2: 2,471 shares; 2025Q3: 3,232 shares; 2025Q4: 4,057 shares 4,057 $354K 0.02% +825 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,554 shares; 2025Q1: 3,609 shares; 2025Q2: 3,041 shares; 2025Q3: 2,983 shares; 2025Q4: 4,745 shares 4,745 $350K 0.02% +1,762 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 2,135 shares 2,135 $348K 0.02% new 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: 365 shares; 2025Q1: 497 shares; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,290 shares 1,290 $342K 0.02% -120 Timeline GRID 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,218 shares 2,218 $339K 0.02% new Timeline SPMB 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: 13,695 shares; 2025Q1: 13,695 shares; 2025Q2: 14,495 shares; 2025Q3: 14,495 shares; 2025Q4: 14,825 shares 14,825 $332K 0.01% +330 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $330K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 276 shares; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: 672 shares 672 $330K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,632 shares 6,632 $329K 0.01% new Timeline SPIB 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: 9,020 shares; 2025Q1: 9,020 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,730 shares 9,730 $329K 0.01% +230 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: 2,497 shares; 2025Q1: 2,406 shares; 2025Q2: 2,303 shares; 2025Q3: 3,045 shares; 2025Q4: 2,853 shares 2,853 $325K 0.01% -192 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 2,726 shares; 2025Q4: 2,393 shares 2,393 $317K 0.01% -333 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 1,149 shares 1,149 $316K 0.01% new 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: 7,416 shares; 2025Q1: 7,404 shares; 2025Q2: 7,481 shares; 2025Q3: 7,423 shares; 2025Q4: 7,598 shares 7,598 $314K 0.01% +175 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,408 shares; 2025Q4: 1,807 shares 1,807 $312K 0.01% +399 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares 2,629 $307K 0.01% 0 Timeline IHI 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: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $298K 0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,455 shares; 2025Q1: 1,380 shares; 2025Q2: 1,383 shares; 2025Q3: 1,375 shares; 2025Q4: 1,361 shares 1,361 $297K 0.01% -14 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: restricted; 2024Q4: 2,168 shares; 2025Q1: 2,182 shares; 2025Q2: 2,279 shares; 2025Q3: 2,237 shares; 2025Q4: 2,189 shares 2,189 $296K 0.01% -48 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: 6,258 shares; 2025Q1: 6,258 shares; 2025Q2: 6,258 shares; 2025Q3: 6,258 shares; 2025Q4: 6,258 shares 6,258 $293K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,502 shares 1,502 $293K 0.01% new Timeline XLC 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: 1,738 shares; 2025Q1: 1,741 shares; 2025Q2: 1,897 shares; 2025Q3: 2,609 shares; 2025Q4: 2,460 shares 2,460 $290K 0.01% -149 Timeline SCHV 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: 11,934 shares; 2025Q1: 11,934 shares; 2025Q2: 9,684 shares; 2025Q3: 9,684 shares; 2025Q4: 9,684 shares 9,684 $287K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,726 shares; 2025Q1: 3,639 shares; 2025Q2: 3,624 shares; 2025Q3: 5,573 shares; 2025Q4: 5,419 shares 5,419 $286K 0.01% -154 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,246 shares; 2025Q1: 3,100 shares; 2025Q2: 2,763 shares; 2025Q3: 2,809 shares; 2025Q4: 2,086 shares 2,086 $284K 0.01% -723 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: 559 shares; 2025Q1: 564 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares 966 $284K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,582 shares; 2025Q1: 1,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,824 shares 4,824 $282K 0.01% new Timeline BOTZ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,718 shares 7,718 $280K 0.01% new Timeline AVUV 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: restricted; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: not reported; 2025Q3: 2,727 shares; 2025Q4: 2,732 shares 2,732 $279K 0.01% +5 Timeline SOXX 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: 923 shares; 2025Q4: 923 shares 923 $278K 0.01% 0 Timeline 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: restricted; 2024Q4: 2,028 shares; 2025Q1: 1,823 shares; 2025Q2: 1,875 shares; 2025Q3: 1,871 shares; 2025Q4: 1,560 shares 1,560 $271K 0.01% -311 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares 625 $264K 0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 258 shares 258 $260K 0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 1,245 shares 1,245 $259K 0.01% 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: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,038 shares; 2025Q2: 1,986 shares; 2025Q3: 2,460 shares; 2025Q4: 2,004 shares 2,004 $259K 0.01% -456 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: 914 shares; 2025Q1: 696 shares; 2025Q2: not reported; 2025Q3: 1,071 shares; 2025Q4: 2,122 shares 2,122 $253K 0.01% +1,051 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 7,857 shares; 2025Q4: 7,896 shares 7,896 $253K 0.01% +39 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: 2,387 shares; 2025Q1: 2,505 shares; 2025Q2: not reported; 2025Q3: 3,931 shares; 2025Q4: 4,376 shares 4,376 $252K 0.01% +445 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: 3,145 shares; 2025Q1: 3,145 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,045 shares 3,045 $247K 0.01% new 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: 4,205 shares; 2025Q1: 4,208 shares; 2025Q2: 4,212 shares; 2025Q3: 4,212 shares; 2025Q4: 4,218 shares 4,218 $244K 0.01% +6 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,712 shares; 2025Q1: 1,923 shares; 2025Q2: 3,153 shares; 2025Q3: 4,570 shares; 2025Q4: 3,306 shares 3,306 $243K 0.01% -1,264 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,085 shares; 2025Q1: 6,588 shares; 2025Q2: 6,001 shares; 2025Q3: 6,546 shares; 2025Q4: 4,840 shares 4,840 $242K 0.01% -1,706 Timeline PPA 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,532 shares 1,532 $240K 0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: 596 shares; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares 1,084 $238K 0.01% 0 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: restricted; 2024Q4: 251 shares; 2025Q1: 253 shares; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 290 shares 290 $238K 0.01% 0 Timeline SKYY 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: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares 1,808 $235K 0.01% 0 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares 1,992 $233K 0.01% new Timeline AIQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,551 shares 4,551 $231K 0.01% new Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY 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: 11,611 shares 11,611 $230K 0.01% 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: 11,301 shares; 2025Q1: 7,861 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,219 shares 6,219 $229K 0.01% new Timeline IWP 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: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares 1,675 $229K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,419 shares; 2025Q1: 4,338 shares; 2025Q2: 4,346 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares 1,591 $229K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,627 shares 6,627 $228K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS 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: 2,227 shares 2,227 $228K 0.01% new 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: restricted; 2024Q4: 1,401 shares; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 1,186 shares 1,186 $227K 0.01% -215 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,143 shares 1,143 $221K 0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE 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: 433 shares 433 $221K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,098 shares; 2025Q1: 1,048 shares; 2025Q2: 1,054 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares 1,034 $215K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,913 shares; 2025Q4: 1,926 shares 1,926 $212K 0.01% +13 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: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,262 shares 1,262 $212K 0.01% -91 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: 1,180 shares; 2025Q1: 1,574 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares 1,366 $211K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,235 shares; 2025Q1: 2,235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,378 shares 2,378 $210K 0.01% new Timeline SCHR 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: 8,124 shares; 2025Q1: 8,124 shares; 2025Q2: 8,344 shares; 2025Q3: 8,344 shares; 2025Q4: 8,344 shares 8,344 $209K 0.01% 0 Timeline EMGF 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: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,601 shares 3,601 $208K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,724 shares 7,724 $203K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,153 shares; 2025Q1: 4,923 shares; 2025Q2: 4,854 shares; 2025Q3: 4,827 shares; 2025Q4: 4,634 shares 4,634 $202K 0.01% -193 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 885 shares 885 $202K 0.01% new 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: 929 shares; 2025Q1: 931 shares; 2025Q2: 933 shares; 2025Q3: 926 shares; 2025Q4: 926 shares 926 $201K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,799 shares; 2025Q2: 12,072 shares; 2025Q3: 12,290 shares; 2025Q4: 14,050 shares 14,050 $184K 0.01% +1,760 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 5,278 shares; 2025Q3: 8,500 shares; 2025Q4: 11,063 shares 11,063 $157K 0.01% +2,563 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 13,352 shares 13,352 $133K 0.01% new Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH 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: 28,000 shares 28,000 $112K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V 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: 10,850 shares 10,850 $100K <0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 14,332 shares 14,332 $88.4K <0.01% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS 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: 15,681 shares 15,681 $84.7K <0.01% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & 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: 12,000 shares; 2025Q3: 15,725 shares; 2025Q4: 15,725 shares 15,725 $81.1K <0.01% 0 Timeline PENNYMAC CORP PENNYMAC CORP More: the full row for PENNYMAC 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: 50,000 shares; 2025Q4: 50,000 shares 50,000 $51.2K <0.01% 0 PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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: 40,000 shares; 2025Q4: 40,000 shares 40,000 $39.3K <0.01% 0 AGL AGILON HEALTH INC COM (DE) More: the full row for AGILON HEALTH INC COM (DE) 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: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 35,000 shares 35,000 $24.1K <0.01% +16,000 Timeline BTTC BLACK TITAN CORP More: the full row for BLACK TITAN 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: 10,000 shares 10,000 $16.7K <0.01% new Timeline NAKA NAKAMOTO INC More: the full row for NAKAMOTO 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: 24,400 shares 24,400 $8.57K <0.01% new Timeline