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: 1,317,374 shares; 2024Q4: 1,296,949 shares; 2025Q1: 1,300,429 shares; 2025Q2: 1,323,861 shares; 2025Q3: 1,294,326 shares; 2025Q4: 1,298,927 shares 1,298,927 $890M 23.01% +4,601 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: 5,285,100 shares; 2024Q4: 5,258,021 shares; 2025Q1: 5,244,947 shares; 2025Q2: 5,400,020 shares; 2025Q3: 5,344,887 shares; 2025Q4: 5,372,551 shares 5,372,551 $355M 9.17% +27,664 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: 1,899,684 shares; 2024Q4: 1,885,736 shares; 2025Q1: 2,242,239 shares; 2025Q2: 2,361,858 shares; 2025Q3: 2,334,592 shares; 2025Q4: 2,308,209 shares 2,308,209 $277M 7.18% -26,383 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942,601 shares; 2024Q4: 3,082,350 shares; 2025Q1: 3,102,345 shares; 2025Q2: 3,128,384 shares; 2025Q3: 3,101,106 shares; 2025Q4: 3,099,656 shares 3,099,656 $256M 6.61% -1,450 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: 1,703,230 shares; 2024Q4: 1,804,451 shares; 2025Q1: 1,860,812 shares; 2025Q2: 1,971,352 shares; 2025Q3: 2,265,590 shares; 2025Q4: 2,544,118 shares 2,544,118 $188M 4.87% +278,528 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: 2,569,113 shares; 2024Q4: 2,574,255 shares; 2025Q1: 2,553,893 shares; 2025Q2: 2,511,249 shares; 2025Q3: 2,427,897 shares; 2025Q4: 2,364,693 shares 2,364,693 $159M 4.11% -63,204 Timeline SCHP 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: 2,704,771 shares; 2024Q4: 5,570,374 shares; 2025Q1: 5,501,679 shares; 2025Q2: 5,474,498 shares; 2025Q3: 5,672,894 shares; 2025Q4: 5,956,374 shares 5,956,374 $158M 4.08% +283,480 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: 224,034 shares; 2024Q4: 222,976 shares; 2025Q1: 221,517 shares; 2025Q2: 220,511 shares; 2025Q3: 218,225 shares; 2025Q4: 217,291 shares 217,291 $148M 3.83% -934 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: 1,727,063 shares; 2024Q4: 1,645,071 shares; 2025Q1: 1,626,609 shares; 2025Q2: 1,601,603 shares; 2025Q3: 1,552,791 shares; 2025Q4: 1,521,699 shares 1,521,699 $136M 3.52% -31,092 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: 714,867 shares; 2024Q4: 715,088 shares; 2025Q1: 1,015,603 shares; 2025Q2: 1,086,803 shares; 2025Q3: 1,069,636 shares; 2025Q4: 1,072,724 shares 1,072,724 $109M 2.83% +3,088 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,824,471 shares; 2024Q4: 1,868,872 shares; 2025Q1: 1,869,498 shares; 2025Q2: 1,880,772 shares; 2025Q3: 1,946,655 shares; 2025Q4: 2,038,807 shares 2,038,807 $101M 2.61% +92,152 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: 1,351,467 shares; 2024Q4: 1,339,283 shares; 2025Q1: 1,311,624 shares; 2025Q2: 1,342,796 shares; 2025Q3: 1,322,879 shares; 2025Q4: 1,325,341 shares 1,325,341 $100M 2.6% +2,462 Timeline DUHP 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: 2,653,316 shares; 2024Q4: 2,608,988 shares; 2025Q1: 2,583,039 shares; 2025Q2: 2,650,009 shares; 2025Q3: 2,616,504 shares; 2025Q4: 2,616,683 shares 2,616,683 $99.5M 2.57% +179 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415,169 shares; 2024Q4: 1,425,876 shares; 2025Q1: 1,414,262 shares; 2025Q2: 1,403,487 shares; 2025Q3: 1,365,418 shares; 2025Q4: 1,342,233 shares 1,342,233 $95.8M 2.48% -23,185 Timeline GOVT 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: 3,076,797 shares; 2024Q4: 3,192,721 shares; 2025Q1: 3,221,640 shares; 2025Q2: 3,233,769 shares; 2025Q3: 3,373,028 shares; 2025Q4: 3,526,419 shares 3,526,419 $81.2M 2.1% +153,391 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527,417 shares 1,527,417 $71.9M 1.86% new 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: 912,963 shares; 2024Q4: 897,140 shares; 2025Q1: 885,383 shares; 2025Q2: 878,694 shares; 2025Q3: 871,051 shares; 2025Q4: 864,100 shares 864,100 $54M 1.4% -6,951 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: 295,608 shares; 2024Q4: 292,955 shares; 2025Q1: 281,036 shares; 2025Q2: 277,563 shares; 2025Q3: 250,959 shares; 2025Q4: 248,808 shares 248,808 $37.1M 0.96% -2,151 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: 656,556 shares; 2024Q4: 672,202 shares; 2025Q1: 671,542 shares; 2025Q2: 671,888 shares; 2025Q3: 661,612 shares; 2025Q4: 646,343 shares 646,343 $30.9M 0.8% -15,269 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: 555,105 shares; 2024Q4: 543,791 shares; 2025Q1: 525,241 shares; 2025Q2: 518,732 shares; 2025Q3: 502,844 shares; 2025Q4: 480,956 shares 480,956 $25.9M 0.67% -21,888 Timeline NYF 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: 301,337 shares; 2024Q4: 317,973 shares; 2025Q1: 327,009 shares; 2025Q2: 292,550 shares; 2025Q3: 415,465 shares; 2025Q4: 435,454 shares 435,454 $23.3M 0.6% +19,989 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,255 shares; 2024Q4: 410,886 shares; 2025Q1: 404,902 shares; 2025Q2: 402,864 shares; 2025Q3: 390,790 shares; 2025Q4: 397,688 shares 397,688 $22.6M 0.58% +6,898 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: 172,620 shares; 2024Q4: 179,842 shares; 2025Q1: 171,624 shares; 2025Q2: 160,061 shares; 2025Q3: 178,907 shares; 2025Q4: 194,627 shares 194,627 $20.8M 0.54% +15,720 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,247 shares; 2024Q4: 157,326 shares; 2025Q1: 160,391 shares; 2025Q2: 159,994 shares; 2025Q3: 164,691 shares; 2025Q4: 175,005 shares 175,005 $18.7M 0.48% +10,314 Timeline DFIS 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: 286,872 shares; 2024Q4: 327,408 shares; 2025Q1: 362,456 shares; 2025Q2: 394,531 shares; 2025Q3: 466,140 shares; 2025Q4: 537,602 shares 537,602 $17.7M 0.46% +71,462 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: 51,162 shares; 2024Q4: 50,570 shares; 2025Q1: 50,244 shares; 2025Q2: 48,105 shares; 2025Q3: 47,092 shares; 2025Q4: 48,417 shares 48,417 $15.2M 0.39% +1,325 Timeline SCHO 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: 184,594 shares; 2024Q4: 366,144 shares; 2025Q1: 367,782 shares; 2025Q2: 561,392 shares; 2025Q3: 600,176 shares; 2025Q4: 618,801 shares 618,801 $15.1M 0.39% +18,625 Timeline IGSB 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: 216,074 shares; 2024Q4: 220,565 shares; 2025Q1: 223,230 shares; 2025Q2: 285,093 shares; 2025Q3: 301,611 shares; 2025Q4: 283,405 shares 283,405 $15M 0.39% -18,206 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: 78,517 shares; 2024Q4: 76,287 shares; 2025Q1: 74,616 shares; 2025Q2: 73,986 shares; 2025Q3: 71,558 shares; 2025Q4: 70,220 shares 70,220 $14.9M 0.39% -1,338 Timeline DFEV 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: 236,698 shares; 2024Q4: 258,073 shares; 2025Q1: 280,839 shares; 2025Q2: 320,787 shares; 2025Q3: 391,206 shares; 2025Q4: 439,641 shares 439,641 $14.8M 0.38% +48,435 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: 142,364 shares; 2024Q4: 142,920 shares; 2025Q1: 142,775 shares; 2025Q2: 135,637 shares; 2025Q3: 127,936 shares; 2025Q4: 132,544 shares 132,544 $12.6M 0.33% +4,608 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,501 shares; 2024Q4: 25,146 shares; 2025Q1: 49,120 shares; 2025Q2: 96,572 shares; 2025Q3: 108,089 shares; 2025Q4: 114,500 shares 114,500 $11.4M 0.3% +6,411 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: 160,143 shares; 2024Q4: 155,955 shares; 2025Q1: 154,274 shares; 2025Q2: 152,162 shares; 2025Q3: 148,059 shares; 2025Q4: 146,373 shares 146,373 $11.3M 0.29% -1,686 Timeline STIP 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: 105,568 shares; 2024Q4: 104,191 shares; 2025Q1: 101,179 shares; 2025Q2: 101,560 shares; 2025Q3: 98,754 shares; 2025Q4: 104,209 shares 104,209 $10.7M 0.28% +5,455 Timeline MDYV 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: 121,913 shares; 2024Q4: 120,592 shares; 2025Q1: 119,404 shares; 2025Q2: 118,673 shares; 2025Q3: 117,577 shares; 2025Q4: 115,831 shares 115,831 $9.81M 0.25% -1,746 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: 43,568 shares; 2024Q4: 55,708 shares; 2025Q1: 68,538 shares; 2025Q2: 87,820 shares; 2025Q3: 96,093 shares; 2025Q4: 119,399 shares 119,399 $9.58M 0.25% +23,306 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: 18,453 shares; 2024Q4: 19,134 shares; 2025Q1: 18,428 shares; 2025Q2: 18,428 shares; 2025Q3: 18,428 shares; 2025Q4: 18,428 shares 18,428 $8.72M 0.23% 0 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: 50,584 shares; 2024Q4: 48,620 shares; 2025Q1: 47,499 shares; 2025Q2: 47,264 shares; 2025Q3: 46,642 shares; 2025Q4: 47,622 shares 47,622 $8.45M 0.22% +980 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: 31,029 shares; 2024Q4: 30,590 shares; 2025Q1: 29,897 shares; 2025Q2: 29,160 shares; 2025Q3: 30,545 shares; 2025Q4: 30,459 shares 30,459 $8.28M 0.21% -86 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: 8,485 shares; 2024Q4: 7,580 shares; 2025Q1: 13,285 shares; 2025Q2: 13,285 shares; 2025Q3: 13,395 shares; 2025Q4: 74,672 shares 74,672 $7.11M 0.18% +61,277 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: 176,015 shares; 2024Q4: 169,341 shares; 2025Q1: 60,282 shares; 2025Q2: 47,452 shares; 2025Q3: 41,453 shares; 2025Q4: 43,467 shares 43,467 $6.85M 0.18% +2,014 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: 128,170 shares; 2024Q4: 124,850 shares; 2025Q1: 155,437 shares; 2025Q2: 161,907 shares; 2025Q3: 147,982 shares; 2025Q4: 148,229 shares 148,229 $6.82M 0.18% +247 Timeline SHYG 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: 62,140 shares; 2024Q4: 62,225 shares; 2025Q1: 63,195 shares; 2025Q2: 135,265 shares; 2025Q3: 153,700 shares; 2025Q4: 151,660 shares 151,660 $6.5M 0.17% -2,040 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,867 shares; 2024Q4: 47,026 shares; 2025Q1: 49,777 shares; 2025Q2: 62,257 shares; 2025Q3: 62,212 shares; 2025Q4: 64,521 shares 64,521 $6.48M 0.17% +2,309 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,330 shares; 2024Q4: 18,247 shares; 2025Q1: 18,112 shares; 2025Q2: 17,827 shares; 2025Q3: 19,297 shares; 2025Q4: 19,695 shares 19,695 $6.09M 0.16% +398 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: 10,781 shares; 2024Q4: 12,135 shares; 2025Q1: 12,140 shares; 2025Q2: 12,178 shares; 2025Q3: 12,973 shares; 2025Q4: 12,544 shares 12,544 $6.07M 0.16% -429 Timeline TIPX 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: 307,696 shares; 2024Q4: 314,650 shares; 2025Q1: 322,393 shares; 2025Q2: 318,981 shares; 2025Q3: 314,881 shares; 2025Q4: 314,434 shares 314,434 $6M 0.16% -447 Timeline ESGE 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: 152,213 shares; 2024Q4: 151,478 shares; 2025Q1: 151,098 shares; 2025Q2: 140,042 shares; 2025Q3: 131,128 shares; 2025Q4: 130,514 shares 130,514 $5.76M 0.15% -614 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,848 shares; 2024Q4: 132,753 shares; 2025Q1: 131,225 shares; 2025Q2: 130,488 shares; 2025Q3: 127,616 shares; 2025Q4: 124,682 shares 124,682 $5.64M 0.15% -2,934 Timeline FLRN 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: 234,904 shares; 2024Q4: 231,865 shares; 2025Q1: 246,694 shares; 2025Q2: 233,130 shares; 2025Q3: 221,416 shares; 2025Q4: 173,175 shares 173,175 $5.32M 0.14% -48,241 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: 50,859 shares; 2024Q4: 50,859 shares; 2025Q1: 50,404 shares; 2025Q2: 49,282 shares; 2025Q3: 47,302 shares; 2025Q4: 49,012 shares 49,012 $4.71M 0.12% +1,710 Timeline FLOT 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: 14,695 shares; 2024Q4: 24,870 shares; 2025Q1: 24,120 shares; 2025Q2: 72,770 shares; 2025Q3: 88,981 shares; 2025Q4: 86,477 shares 86,477 $4.4M 0.11% -2,504 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: 8,275 shares; 2024Q4: 8,332 shares; 2025Q1: 8,332 shares; 2025Q2: 8,726 shares; 2025Q3: 8,597 shares; 2025Q4: 8,598 shares 8,598 $4.32M 0.11% +1 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: 14,840 shares; 2024Q4: 14,771 shares; 2025Q1: 14,779 shares; 2025Q2: 14,711 shares; 2025Q3: 14,659 shares; 2025Q4: 14,739 shares 14,739 $4.28M 0.11% +80 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,681 shares; 2024Q4: 43,946 shares; 2025Q1: 41,569 shares; 2025Q2: 39,418 shares; 2025Q3: 57,693 shares; 2025Q4: 46,706 shares 46,706 $3.72M 0.1% -10,987 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: 9,582 shares; 2024Q4: 9,596 shares; 2025Q1: 9,608 shares; 2025Q2: 9,608 shares; 2025Q3: 9,608 shares; 2025Q4: 9,608 shares 9,608 $3.72M 0.1% 0 Timeline IJJ 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: 29,708 shares; 2024Q4: 28,424 shares; 2025Q1: 28,114 shares; 2025Q2: 27,999 shares; 2025Q3: 27,596 shares; 2025Q4: 27,633 shares 27,633 $3.64M 0.09% +37 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: 5,880 shares; 2024Q4: 8,424 shares; 2025Q1: 13,572 shares; 2025Q2: 19,610 shares; 2025Q3: 54,484 shares; 2025Q4: 76,129 shares 76,129 $3.57M 0.09% +21,645 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: 12,377 shares; 2024Q4: 12,437 shares; 2025Q1: 12,468 shares; 2025Q2: 12,456 shares; 2025Q3: 12,451 shares; 2025Q4: 12,546 shares 12,546 $3.24M 0.08% +95 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: 7,289 shares; 2024Q4: 8,040 shares; 2025Q1: 8,093 shares; 2025Q2: 8,174 shares; 2025Q3: 10,318 shares; 2025Q4: 10,022 shares 10,022 $3.23M 0.08% -296 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: 23,369 shares; 2024Q4: 37,144 shares; 2025Q1: 36,599 shares; 2025Q2: 41,168 shares; 2025Q3: 41,791 shares; 2025Q4: 40,884 shares 40,884 $3.22M 0.08% -907 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,034 shares; 2024Q4: 147,034 shares; 2025Q1: 147,034 shares; 2025Q2: 145,484 shares; 2025Q3: 145,484 shares; 2025Q4: 177,343 shares 177,343 $3.08M 0.08% +31,859 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: 4,240 shares; 2024Q4: 12,736 shares; 2025Q1: 12,976 shares; 2025Q2: 12,583 shares; 2025Q3: 12,748 shares; 2025Q4: 12,796 shares 12,796 $2.95M 0.08% +48 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: 22,722 shares; 2024Q4: 22,722 shares; 2025Q1: 22,617 shares; 2025Q2: 22,617 shares; 2025Q3: 22,617 shares; 2025Q4: 22,496 shares 22,496 $2.77M 0.07% -121 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,221 shares; 2025Q1: 3,247 shares; 2025Q2: 3,080 shares; 2025Q3: 4,087 shares; 2025Q4: 4,188 shares 4,188 $2.63M 0.07% +101 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,868 shares; 2024Q4: 61,943 shares; 2025Q1: 58,673 shares; 2025Q2: 52,060 shares; 2025Q3: 50,117 shares; 2025Q4: 49,821 shares 49,821 $2.51M 0.06% -296 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: 6,397 shares; 2024Q4: 10,524 shares; 2025Q1: 15,082 shares; 2025Q2: 22,263 shares; 2025Q3: 28,802 shares; 2025Q4: 41,942 shares 41,942 $2.43M 0.06% +13,140 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: 27,162 shares; 2024Q4: 27,037 shares; 2025Q1: 27,037 shares; 2025Q2: 27,037 shares; 2025Q3: 27,037 shares; 2025Q4: 26,931 shares 26,931 $2.19M 0.06% -106 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: 91,785 shares; 2024Q4: 93,850 shares; 2025Q1: 93,850 shares; 2025Q2: 94,950 shares; 2025Q3: 94,950 shares; 2025Q4: 96,070 shares 96,070 $2.15M 0.06% +1,120 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,700 shares; 2025Q4: 27,660 shares 27,660 $2.1M 0.05% -3,040 Timeline IJK 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: 22,352 shares; 2024Q4: 22,352 shares; 2025Q1: 22,352 shares; 2025Q2: 21,652 shares; 2025Q3: 21,652 shares; 2025Q4: 21,652 shares 21,652 $2.1M 0.05% 0 Timeline GVI 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: 17,215 shares; 2024Q4: 17,795 shares; 2025Q1: 17,885 shares; 2025Q2: 17,910 shares; 2025Q3: 18,905 shares; 2025Q4: 19,500 shares 19,500 $2.09M 0.05% +595 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: 26,936 shares; 2024Q4: 75,657 shares; 2025Q1: 78,978 shares; 2025Q2: 77,080 shares; 2025Q3: 77,593 shares; 2025Q4: 73,782 shares 73,782 $1.99M 0.05% -3,811 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: 4,325 shares; 2024Q4: 4,504 shares; 2025Q1: 4,592 shares; 2025Q2: 5,448 shares; 2025Q3: 5,883 shares; 2025Q4: 6,151 shares 6,151 $1.93M 0.05% +268 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: 13,400 shares; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares 13,400 $1.83M 0.05% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,506 shares; 2024Q4: 15,584 shares; 2025Q1: 15,442 shares; 2025Q2: 15,442 shares; 2025Q3: 14,595 shares; 2025Q4: 14,711 shares 14,711 $1.65M 0.04% +116 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: 7,135 shares; 2024Q4: 7,130 shares; 2025Q1: 7,130 shares; 2025Q2: 7,075 shares; 2025Q3: 6,790 shares; 2025Q4: 6,605 shares 6,605 $1.63M 0.04% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,800 shares; 2025Q4: 18,060 shares 18,060 $1.51M 0.04% -3,740 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: 11,388 shares; 2024Q4: 13,176 shares; 2025Q1: 13,321 shares; 2025Q2: 13,321 shares; 2025Q3: 12,096 shares; 2025Q4: 12,096 shares 12,096 $1.46M 0.04% 0 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: 10,230 shares; 2024Q4: 10,230 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares; 2025Q4: 10,230 shares 10,230 $1.44M 0.04% 0 Timeline SPYX 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: 24,565 shares; 2024Q4: 23,600 shares; 2025Q1: 23,050 shares; 2025Q2: 23,180 shares; 2025Q3: 22,520 shares; 2025Q4: 25,470 shares 25,470 $1.43M 0.04% +2,950 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: 6,465 shares; 2024Q4: 6,465 shares; 2025Q1: 6,465 shares; 2025Q2: 6,465 shares; 2025Q3: 6,465 shares; 2025Q4: 6,746 shares 6,746 $1.43M 0.04% +281 Timeline IJS 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: 12,545 shares; 2024Q4: 12,311 shares; 2025Q1: 12,760 shares; 2025Q2: 12,919 shares; 2025Q3: 12,199 shares; 2025Q4: 12,137 shares 12,137 $1.38M 0.04% -62 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: 9,685 shares; 2024Q4: 9,560 shares; 2025Q1: 9,560 shares; 2025Q2: 9,560 shares; 2025Q3: 9,560 shares; 2025Q4: 9,560 shares 9,560 $1.37M 0.04% 0 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: 25,193 shares; 2024Q4: 25,194 shares; 2025Q1: 23,824 shares; 2025Q2: 23,040 shares; 2025Q3: 22,591 shares; 2025Q4: 13,647 shares 13,647 $1.36M 0.04% -8,944 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: 2,623 shares; 2024Q4: 3,439 shares; 2025Q1: 3,955 shares; 2025Q2: 4,348 shares; 2025Q3: 5,744 shares; 2025Q4: 7,154 shares 7,154 $1.33M 0.03% +1,410 Timeline TIP 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: 15,069 shares; 2024Q4: 14,829 shares; 2025Q1: 14,706 shares; 2025Q2: 14,479 shares; 2025Q3: 13,563 shares; 2025Q4: 12,059 shares 12,059 $1.33M 0.03% -1,504 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: 12,049 shares; 2024Q4: 12,399 shares; 2025Q1: 12,419 shares; 2025Q2: 12,280 shares; 2025Q3: 12,411 shares; 2025Q4: 22,561 shares 22,561 $1.33M 0.03% +10,150 Timeline CATH 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: 18,128 shares; 2024Q4: 16,828 shares; 2025Q1: 15,828 shares; 2025Q2: 16,022 shares; 2025Q3: 16,022 shares; 2025Q4: 15,847 shares 15,847 $1.3M 0.03% -175 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 10,115 shares; 2025Q4: 10,115 shares 10,115 $1.28M 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,135 shares; 2025Q2: 9,135 shares; 2025Q3: 9,186 shares; 2025Q4: 9,194 shares 9,194 $1.25M 0.03% +8 Timeline ACWV 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: 10,441 shares; 2024Q4: 10,441 shares; 2025Q1: 10,441 shares; 2025Q2: 10,441 shares; 2025Q3: 10,441 shares; 2025Q4: 10,441 shares 10,441 $1.24M 0.03% 0 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: 5,319 shares; 2024Q4: 5,178 shares; 2025Q1: 5,108 shares; 2025Q2: 5,009 shares; 2025Q3: 4,795 shares; 2025Q4: 4,927 shares 4,927 $1.19M 0.03% +132 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,394 shares; 2025Q1: 3,324 shares; 2025Q2: 3,485 shares; 2025Q3: 3,342 shares; 2025Q4: 3,343 shares 3,343 $1.17M 0.03% +1 Timeline VONG 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: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,624 shares; 2025Q2: 9,624 shares; 2025Q3: 9,624 shares; 2025Q4: 9,624 shares 9,624 $1.17M 0.03% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,868 shares; 2025Q1: 2,836 shares; 2025Q2: 2,813 shares; 2025Q3: 3,055 shares; 2025Q4: 3,315 shares 3,315 $1.15M 0.03% +260 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: 5,268 shares; 2024Q4: 5,366 shares; 2025Q1: 5,362 shares; 2025Q2: 5,120 shares; 2025Q3: 5,481 shares; 2025Q4: 5,391 shares 5,391 $1.12M 0.03% -90 Timeline GWX 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: 31,416 shares; 2024Q4: 31,396 shares; 2025Q1: 29,373 shares; 2025Q2: 29,228 shares; 2025Q3: 27,953 shares; 2025Q4: 27,163 shares 27,163 $1.11M 0.03% -790 Timeline SCHH 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: 55,450 shares; 2024Q4: 53,370 shares; 2025Q1: 47,067 shares; 2025Q2: 47,151 shares; 2025Q3: 47,233 shares; 2025Q4: 51,884 shares 51,884 $1.08M 0.03% +4,651 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: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,616 shares 5,616 $1.07M 0.03% -54 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: 5,124 shares; 2024Q4: 5,124 shares; 2025Q1: 5,145 shares; 2025Q2: 5,127 shares; 2025Q3: 5,005 shares; 2025Q4: 5,236 shares 5,236 $1.02M 0.03% +231 Timeline IWO 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $969K 0.03% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 2,989 shares; 2025Q2: 2,697 shares; 2025Q3: 2,681 shares; 2025Q4: 3,081 shares 3,081 $967K 0.03% +400 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,711 shares; 2024Q4: 16,711 shares; 2025Q1: 16,712 shares; 2025Q2: 16,712 shares; 2025Q3: 16,713 shares; 2025Q4: 16,710 shares 16,710 $897K 0.02% -3 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: 7,041 shares; 2024Q4: 21,127 shares; 2025Q1: 24,368 shares; 2025Q2: 26,779 shares; 2025Q3: 26,706 shares; 2025Q4: 29,497 shares 29,497 $887K 0.02% +2,791 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,554 shares; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,419 shares; 2025Q4: 1,415 shares 1,415 $854K 0.02% -4 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,305 shares; 2024Q4: 8,305 shares; 2025Q1: 8,305 shares; 2025Q2: 8,305 shares; 2025Q3: 8,830 shares; 2025Q4: 8,830 shares 8,830 $850K 0.02% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,600 shares; 2025Q4: 15,112 shares 15,112 $843K 0.02% +8,512 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: 2,379 shares; 2024Q4: 2,379 shares; 2025Q1: 2,379 shares; 2025Q2: 2,379 shares; 2025Q3: 2,629 shares; 2025Q4: 5,755 shares 5,755 $829K 0.02% +3,126 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: 1,032 shares; 2024Q4: 1,232 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares 1,718 $826K 0.02% 0 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: 12,025 shares; 2024Q4: 24,050 shares; 2025Q1: 26,325 shares; 2025Q2: 26,325 shares; 2025Q3: 29,025 shares; 2025Q4: 32,325 shares 32,325 $811K 0.02% +3,300 Timeline BILS 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: 13,799 shares; 2024Q4: 14,111 shares; 2025Q1: 10,086 shares; 2025Q2: 8,686 shares; 2025Q3: 8,686 shares; 2025Q4: 7,961 shares 7,961 $790K 0.02% -725 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: 15,465 shares; 2024Q4: 15,635 shares; 2025Q1: 15,635 shares; 2025Q2: 15,415 shares; 2025Q3: 15,380 shares; 2025Q4: 15,380 shares 15,380 $767K 0.02% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,240 shares; 2024Q4: 15,240 shares; 2025Q1: 15,240 shares; 2025Q2: 15,240 shares; 2025Q3: 16,235 shares; 2025Q4: 16,235 shares 16,235 $766K 0.02% 0 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: 8,110 shares; 2024Q4: 8,370 shares; 2025Q1: 8,370 shares; 2025Q2: 7,180 shares; 2025Q3: 7,280 shares; 2025Q4: 9,130 shares 9,130 $756K 0.02% +1,850 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: 430 shares; 2024Q4: 425 shares; 2025Q1: 404 shares; 2025Q2: 504 shares; 2025Q3: 567 shares; 2025Q4: 1,136 shares 1,136 $750K 0.02% +569 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,585 shares; 2025Q2: 36,645 shares; 2025Q3: 36,645 shares; 2025Q4: 25,095 shares 25,095 $736K 0.02% -11,550 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,470 shares; 2025Q3: 8,470 shares; 2025Q4: 8,470 shares 8,470 $723K 0.02% 0 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: 15,899 shares; 2024Q4: 31,548 shares; 2025Q1: 31,548 shares; 2025Q2: 30,579 shares; 2025Q3: 31,293 shares; 2025Q4: 30,052 shares 30,052 $722K 0.02% -1,241 Timeline VNQI 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: 15,680 shares; 2024Q4: 15,405 shares; 2025Q1: 15,745 shares; 2025Q2: 15,745 shares; 2025Q3: 15,555 shares; 2025Q4: 15,670 shares 15,670 $718K 0.02% +115 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: 2,267 shares; 2024Q4: 3,029 shares; 2025Q1: 3,041 shares; 2025Q2: 5,150 shares; 2025Q3: 5,317 shares; 2025Q4: 4,998 shares 4,998 $716K 0.02% -319 Timeline IWS 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: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,040 shares; 2025Q4: 5,040 shares 5,040 $711K 0.02% 0 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: 1,428 shares; 2024Q4: 1,641 shares; 2025Q1: 1,672 shares; 2025Q2: 2,664 shares; 2025Q3: 3,620 shares; 2025Q4: 3,065 shares 3,065 $700K 0.02% -555 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: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,738 shares; 2025Q2: 1,738 shares; 2025Q3: 1,745 shares; 2025Q4: 1,747 shares 1,747 $680K 0.02% +2 Timeline EWX 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: 13,262 shares; 2024Q4: 12,261 shares; 2025Q1: 12,326 shares; 2025Q2: 12,041 shares; 2025Q3: 11,451 shares; 2025Q4: 10,078 shares 10,078 $662K 0.02% -1,373 Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,214 shares; 2024Q4: 13,214 shares; 2025Q1: 13,214 shares; 2025Q2: 13,214 shares; 2025Q3: 11,554 shares; 2025Q4: 11,554 shares 11,554 $645K 0.02% 0 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,065 shares; 2025Q1: 21,880 shares; 2025Q2: 15,737 shares; 2025Q3: 15,737 shares; 2025Q4: 15,737 shares 15,737 $644K 0.02% 0 Timeline SPSB 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: 6,715 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 23,055 shares; 2025Q3: 22,060 shares; 2025Q4: 20,765 shares 20,765 $627K 0.02% -1,295 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: 7,641 shares; 2024Q4: 21,627 shares; 2025Q1: 21,592 shares; 2025Q2: 21,588 shares; 2025Q3: 21,570 shares; 2025Q4: 21,134 shares 21,134 $626K 0.02% -436 Timeline IWN 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: 3,350 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares 3,325 $603K 0.02% 0 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: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares 6,200 $597K 0.02% 0 Timeline LQD 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: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares 5,300 $584K 0.02% 0 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: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,113 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares 1,014 $581K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,817 shares; 2025Q1: 1,525 shares; 2025Q2: 1,650 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares 1,453 $576K 0.01% 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: not reported; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 889 shares 889 $546K 0.01% +149 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares 11,800 $536K 0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,053 shares; 2024Q4: 19,895 shares; 2025Q1: 20,351 shares; 2025Q2: 20,583 shares; 2025Q3: 21,327 shares; 2025Q4: 11,417 shares 11,417 $522K 0.01% -9,910 Timeline RPV 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: 4,715 shares; 2024Q4: 4,715 shares; 2025Q1: 4,715 shares; 2025Q2: 4,715 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares 4,715 $487K 0.01% 0 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: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,453 shares; 2025Q2: 1,461 shares; 2025Q3: 1,521 shares; 2025Q4: 1,520 shares 1,520 $468K 0.01% -1 Timeline SHV 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: 9,105 shares; 2024Q4: 7,658 shares; 2025Q1: 7,183 shares; 2025Q2: 6,490 shares; 2025Q3: 6,380 shares; 2025Q4: 4,195 shares 4,195 $462K 0.01% -2,185 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: 2,344 shares; 2024Q4: 3,796 shares; 2025Q1: 3,796 shares; 2025Q2: 3,751 shares; 2025Q3: 3,753 shares; 2025Q4: 3,678 shares 3,678 $461K 0.01% -75 Timeline CEFA 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: 12,500 shares; 2024Q4: 12,665 shares; 2025Q1: 12,930 shares; 2025Q2: 12,930 shares; 2025Q3: 12,930 shares; 2025Q4: 12,445 shares 12,445 $460K 0.01% -485 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: 270 shares; 2024Q4: 306 shares; 2025Q1: 331 shares; 2025Q2: 406 shares; 2025Q3: 516 shares; 2025Q4: 425 shares 425 $457K 0.01% -91 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 1,227 shares; 2025Q3: 1,604 shares; 2025Q4: 1,516 shares 1,516 $449K 0.01% -88 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,425 shares 4,425 $446K 0.01% new 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: 1,974 shares; 2024Q4: 2,180 shares; 2025Q1: 4,150 shares; 2025Q2: 3,801 shares; 2025Q3: 4,129 shares; 2025Q4: 4,138 shares 4,138 $436K 0.01% +9 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: 2,362 shares; 2024Q4: 2,362 shares; 2025Q1: 2,362 shares; 2025Q2: 2,332 shares; 2025Q3: 2,072 shares; 2025Q4: 2,073 shares 2,073 $431K 0.01% +1 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: 3,814 shares; 2024Q4: 3,616 shares; 2025Q1: 3,621 shares; 2025Q2: 3,601 shares; 2025Q3: 3,683 shares; 2025Q4: 3,782 shares 3,782 $430K 0.01% +99 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: 2,800 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 2,800 shares; 2025Q3: 2,907 shares; 2025Q4: 2,812 shares 2,812 $404K 0.01% -95 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $403K 0.01% 0 Timeline EMXC 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: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $400K 0.01% 0 Timeline JVAL 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: 8,670 shares; 2024Q4: 8,670 shares; 2025Q1: 8,670 shares; 2025Q2: 8,975 shares; 2025Q3: 8,570 shares; 2025Q4: 8,035 shares 8,035 $394K 0.01% -535 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,230 shares; 2025Q1: 1,215 shares; 2025Q2: 1,213 shares; 2025Q3: 1,350 shares; 2025Q4: 1,283 shares 1,283 $392K 0.01% -67 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,258 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $389K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 1,005 shares; 2025Q2: 1,008 shares; 2025Q3: 1,039 shares; 2025Q4: 1,033 shares 1,033 $382K 0.01% -6 Timeline USXF 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: 6,820 shares; 2024Q4: 6,820 shares; 2025Q1: 6,385 shares; 2025Q2: 6,385 shares; 2025Q3: 6,385 shares; 2025Q4: 6,385 shares 6,385 $368K 0.01% 0 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: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,362 shares; 2025Q4: 1,370 shares 1,370 $368K 0.01% +8 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 806 shares 806 $362K 0.01% -99 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,715 shares; 2024Q4: 7,649 shares; 2025Q1: 7,649 shares; 2025Q2: 7,742 shares; 2025Q3: 7,742 shares; 2025Q4: 7,742 shares 7,742 $346K 0.01% 0 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: 2,400 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares 2,590 $344K 0.01% 0 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,289 shares; 2025Q4: 8,289 shares 8,289 $343K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,925 shares; 2025Q4: 3,925 shares 3,925 $339K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,279 shares; 2025Q1: 1,272 shares; 2025Q2: 1,340 shares; 2025Q3: 1,318 shares; 2025Q4: 1,303 shares 1,303 $335K 0.01% -15 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 657 shares; 2025Q3: 554 shares; 2025Q4: 555 shares 555 $322K 0.01% +1 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: 604 shares; 2024Q4: 649 shares; 2025Q1: 652 shares; 2025Q2: 650 shares; 2025Q3: 657 shares; 2025Q4: 658 shares 658 $306K 0.01% +1 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: 6,325 shares; 2024Q4: 6,325 shares; 2025Q1: 6,325 shares; 2025Q2: 6,325 shares; 2025Q3: 6,325 shares; 2025Q4: 6,325 shares 6,325 $303K 0.01% 0 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: not reported; 2024Q4: 1,332 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $302K 0.01% 0 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: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 801 shares; 2025Q4: 801 shares 801 $299K 0.01% 0 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: 940 shares; 2024Q4: 948 shares; 2025Q1: 966 shares; 2025Q2: 888 shares; 2025Q3: 839 shares; 2025Q4: 866 shares 866 $298K 0.01% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,960 shares; 2025Q4: 1,933 shares 1,933 $295K 0.01% -27 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,549 shares; 2024Q4: 42,021 shares; 2025Q1: 42,014 shares; 2025Q2: 35,313 shares; 2025Q3: 34,089 shares; 2025Q4: 12,214 shares 12,214 $285K 0.01% -21,875 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: not reported; 2024Q4: 1,154 shares; 2025Q1: not reported; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,284 shares 1,284 $279K 0.01% +130 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: 3,614 shares; 2024Q4: 2,584 shares; 2025Q1: 2,409 shares; 2025Q2: 2,397 shares; 2025Q3: 2,277 shares; 2025Q4: 2,277 shares 2,277 $272K 0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,165 shares 3,165 $268K 0.01% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,532 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 1,397 shares 1,397 $256K 0.01% -134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,874 shares; 2025Q4: 6,857 shares 6,857 $253K 0.01% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 386 shares 386 $252K 0.01% +2 Timeline SCHC 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: 6,400 shares; 2024Q4: not reported; 2025Q1: 5,668 shares; 2025Q2: 5,557 shares; 2025Q3: 5,464 shares; 2025Q4: 5,467 shares 5,467 $249K 0.01% +3 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,072 shares; 2024Q4: 10,072 shares; 2025Q1: 10,072 shares; 2025Q2: 10,072 shares; 2025Q3: 10,072 shares; 2025Q4: 10,072 shares 10,072 $245K 0.01% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,275 shares 1,275 $244K 0.01% new 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: 4,415 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,415 shares; 2025Q3: 4,415 shares; 2025Q4: 4,415 shares 4,415 $242K 0.01% 0 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,190 shares; 2025Q1: 5,825 shares; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares 5,825 $238K 0.01% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,340 shares 2,340 $238K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares 1,240 $233K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 306 shares 306 $231K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 685 shares 685 $230K 0.01% new Timeline PFF 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: 6,390 shares; 2024Q4: 6,390 shares; 2025Q1: 6,809 shares; 2025Q2: 7,319 shares; 2025Q3: 7,319 shares; 2025Q4: 7,319 shares 7,319 $227K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 784 shares; 2025Q2: 809 shares; 2025Q3: 818 shares; 2025Q4: 820 shares 820 $226K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,916 shares 2,916 $225K 0.01% new 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: 2,931 shares; 2024Q4: 2,867 shares; 2025Q1: 2,321 shares; 2025Q2: not reported; 2025Q3: 2,051 shares; 2025Q4: 1,971 shares 1,971 $220K 0.01% -80 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares; 2025Q4: 1,087 shares 1,087 $219K 0.01% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,408 shares; 2025Q3: 8,488 shares; 2025Q4: 7,676 shares 7,676 $219K 0.01% -812 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares 1,339 $215K 0.01% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,010 shares; 2025Q2: 8,010 shares; 2025Q3: 8,010 shares; 2025Q4: 8,010 shares 8,010 $204K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,430 shares 2,430 $203K 0.01% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares 8,350 $203K 0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,325 shares; 2025Q1: 8,325 shares; 2025Q2: 8,325 shares; 2025Q3: 8,325 shares; 2025Q4: 8,325 shares 8,325 $202K 0.01% 0 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares 11,800 $128K <0.01% 0 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,639 shares; 2024Q4: 13,639 shares; 2025Q1: 11,739 shares; 2025Q2: 11,739 shares; 2025Q3: 11,739 shares; 2025Q4: 11,739 shares 11,739 $119K <0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 10,117 shares; 2025Q1: 10,117 shares; 2025Q2: 10,117 shares; 2025Q3: 10,117 shares; 2025Q4: 10,117 shares 10,117 $114K <0.01% 0 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $114K <0.01% 0 Timeline YCBD CBDMD INC More: the full row for CBDMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,513 shares; 2025Q3: 68,513 shares; 2025Q4: 68,513 shares 68,513 $92.5K <0.01% 0 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $37.8K <0.01% 0 Timeline