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: 3,256,240 shares; 2024Q4: 3,200,830 shares; 2025Q1: 3,211,038 shares; 2025Q2: 3,027,055 shares; 2025Q3: 2,801,115 shares; 2025Q4: 2,754,340 shares 2,754,340 $636M 7.04% -46,775 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: 1,667,404 shares; 2024Q4: 1,462,426 shares; 2025Q1: 1,469,390 shares; 2025Q2: 1,377,824 shares; 2025Q3: 1,275,076 shares; 2025Q4: 1,218,503 shares 1,218,503 $589M 6.53% -56,573 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: 8,494,607 shares; 2024Q4: 8,237,414 shares; 2025Q1: 8,208,961 shares; 2025Q2: 7,672,993 shares; 2025Q3: 5,848,558 shares; 2025Q4: 5,584,229 shares 5,584,229 $558M 6.18% -264,329 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: 460,514 shares; 2024Q4: 660,607 shares; 2025Q1: 763,147 shares; 2025Q2: 727,668 shares; 2025Q3: 683,084 shares; 2025Q4: 739,659 shares 739,659 $488M 5.41% +56,575 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: 2,012,618 shares; 2024Q4: 1,844,512 shares; 2025Q1: 1,840,108 shares; 2025Q2: 1,342,743 shares; 2025Q3: 1,169,922 shares; 2025Q4: 1,129,646 shares 1,129,646 $396M 4.39% -40,276 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: 997,266 shares; 2024Q4: 966,550 shares; 2025Q1: 1,030,968 shares; 2025Q2: 1,262,492 shares; 2025Q3: 1,017,401 shares; 2025Q4: 1,151,090 shares 1,151,090 $380M 4.21% +133,689 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,764 shares; 2024Q4: 913,362 shares; 2025Q1: 909,052 shares; 2025Q2: 854,847 shares; 2025Q3: 738,262 shares; 2025Q4: 704,692 shares 704,692 $368M 4.08% -33,570 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981,053 shares; 2024Q4: 929,016 shares; 2025Q1: 903,702 shares; 2025Q2: 827,217 shares; 2025Q3: 728,862 shares; 2025Q4: 719,920 shares 719,920 $368M 4.07% -8,942 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,990 shares; 2024Q4: 2,307,615 shares; 2025Q1: 2,641,043 shares; 2025Q2: 2,858,586 shares; 2025Q3: 2,601,260 shares; 2025Q4: 2,418,178 shares 2,418,178 $350M 3.88% -183,082 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: 2,910,282 shares; 2024Q4: 2,721,663 shares; 2025Q1: 2,226,472 shares; 2025Q2: 1,107,691 shares; 2025Q3: 1,064,291 shares; 2025Q4: 1,012,210 shares 1,012,210 $318M 3.52% -52,081 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: 37,622 shares; 2024Q4: 60,657 shares; 2025Q1: 60,657 shares; 2025Q2: 451,984 shares; 2025Q3: 395,684 shares; 2025Q4: 399,521 shares 399,521 $261M 2.89% +3,837 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 606,453 shares; 2025Q4: 968,500 shares 968,500 $210M 2.33% +362,047 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: 596,031 shares; 2024Q4: 605,951 shares; 2025Q1: 605,653 shares; 2025Q2: 605,721 shares; 2025Q3: 608,561 shares; 2025Q4: 598,163 shares 598,163 $201M 2.22% -10,398 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: 96,583 shares; 2024Q4: 189,199 shares; 2025Q1: 348,085 shares; 2025Q2: 368,166 shares; 2025Q3: 446,363 shares; 2025Q4: 479,794 shares 479,794 $190M 2.11% +33,431 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: 63,696 shares; 2024Q4: 110,731 shares; 2025Q1: 106,695 shares; 2025Q2: 238,241 shares; 2025Q3: 269,233 shares; 2025Q4: 296,141 shares 296,141 $182M 2.02% +26,908 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844,785 shares; 2024Q4: 2,339,907 shares; 2025Q1: 3,080,512 shares; 2025Q2: 3,210,314 shares; 2025Q3: 3,501,325 shares; 2025Q4: 3,751,091 shares 3,751,091 $176M 1.95% +249,766 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: 244,031 shares; 2024Q4: 249,158 shares; 2025Q1: 251,230 shares; 2025Q2: 251,324 shares; 2025Q3: 257,722 shares; 2025Q4: 258,455 shares 258,455 $162M 1.8% +733 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: 548,412 shares; 2024Q4: 577,016 shares; 2025Q1: 670,456 shares; 2025Q2: 659,638 shares; 2025Q3: 785,983 shares; 2025Q4: 785,002 shares 785,002 $146M 1.62% -981 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: 134,999 shares; 2024Q4: 147,616 shares; 2025Q1: 153,043 shares; 2025Q2: 149,837 shares; 2025Q3: 162,890 shares; 2025Q4: 183,808 shares 183,808 $125M 1.39% +20,918 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: 151,689 shares; 2024Q4: 233,467 shares; 2025Q1: 294,018 shares; 2025Q2: 296,030 shares; 2025Q3: 350,104 shares; 2025Q4: 359,340 shares 359,340 $124M 1.38% +9,236 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,493 shares; 2024Q4: 140,164 shares; 2025Q1: 149,505 shares; 2025Q2: 149,338 shares; 2025Q3: 132,442 shares; 2025Q4: 790,892 shares 790,892 $121M 1.34% +658,450 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: 316,547 shares; 2024Q4: 435,680 shares; 2025Q1: 516,334 shares; 2025Q2: 598,461 shares; 2025Q3: 723,848 shares; 2025Q4: 686,988 shares 686,988 $111M 1.22% -36,860 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: 114,658 shares; 2024Q4: 152,422 shares; 2025Q1: 179,764 shares; 2025Q2: 178,810 shares; 2025Q3: 211,053 shares; 2025Q4: 211,432 shares 211,432 $99.1M 1.1% +379 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: 155,787 shares; 2024Q4: 352,378 shares; 2025Q1: 829,570 shares; 2025Q2: 845,147 shares; 2025Q3: 984,213 shares; 2025Q4: 2,130,644 shares 2,130,644 $95.3M 1.06% +1,146,431 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,917 shares; 2024Q4: 414,733 shares; 2025Q1: 451,949 shares; 2025Q2: 468,127 shares; 2025Q3: 526,335 shares; 2025Q4: 463,917 shares 463,917 $91.5M 1.01% -62,418 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,088 shares; 2024Q4: 30,690 shares; 2025Q1: 36,706 shares; 2025Q2: 36,759 shares; 2025Q3: 43,645 shares; 2025Q4: 43,702 shares 43,702 $88M 0.98% +57 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: 289,755 shares; 2024Q4: 275,623 shares; 2025Q1: 306,980 shares; 2025Q2: 299,907 shares; 2025Q3: 301,566 shares; 2025Q4: 314,949 shares 314,949 $85.6M 0.95% +13,383 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: 2,481,079 shares; 2024Q4: 2,470,258 shares; 2025Q1: 800,481 shares; 2025Q2: 923,536 shares; 2025Q3: 1,304,323 shares; 2025Q4: 1,340,479 shares 1,340,479 $83.7M 0.93% +36,156 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,272 shares; 2024Q4: 53,302 shares; 2025Q1: 66,336 shares; 2025Q2: 77,790 shares; 2025Q3: 86,024 shares; 2025Q4: 76,321 shares 76,321 $81.7M 0.9% -9,703 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: 66,996 shares; 2024Q4: 92,623 shares; 2025Q1: 129,762 shares; 2025Q2: 131,249 shares; 2025Q3: 208,685 shares; 2025Q4: 268,160 shares 268,160 $81.5M 0.9% +59,475 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,500 shares; 2024Q4: 587,500 shares; 2025Q1: 587,500 shares; 2025Q2: 587,500 shares; 2025Q3: 566,250 shares; 2025Q4: 749,250 shares 749,250 $75.2M 0.83% +183,000 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,239,635 shares; 2024Q4: 5,161,619 shares; 2025Q1: 5,304,178 shares; 2025Q2: 4,265,729 shares; 2025Q3: 2,316,957 shares; 2025Q4: 904,100 shares 904,100 $73.9M 0.82% -1,412,857 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,212 shares; 2024Q4: 531,212 shares; 2025Q1: 528,525 shares; 2025Q2: 525,606 shares; 2025Q3: 525,606 shares; 2025Q4: 489,107 shares 489,107 $72.7M 0.81% -36,499 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048,207 shares; 2024Q4: 1,949,151 shares; 2025Q1: 2,941,105 shares; 2025Q2: 3,355,935 shares; 2025Q3: 4,035,297 shares; 2025Q4: 4,111,637 shares 4,111,637 $68.8M 0.76% +76,340 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,835 shares; 2024Q4: 486,101 shares; 2025Q1: 486,101 shares; 2025Q2: 486,689 shares; 2025Q3: 588,106 shares; 2025Q4: 864,310 shares 864,310 $65.2M 0.72% +276,204 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091,726 shares; 2024Q4: 2,744,273 shares; 2025Q1: 2,975,197 shares; 2025Q2: 3,031,636 shares; 2025Q3: 3,135,101 shares; 2025Q4: 3,086,449 shares 3,086,449 $62.4M 0.69% -48,652 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,681,079 shares; 2024Q4: 3,694,676 shares; 2025Q1: 4,135,726 shares; 2025Q2: 4,238,538 shares; 2025Q3: 4,173,466 shares; 2025Q4: 4,069,890 shares 4,069,890 $55.2M 0.61% -103,576 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: 169,431 shares; 2024Q4: 156,216 shares; 2025Q1: 156,503 shares; 2025Q2: 156,314 shares; 2025Q3: 156,510 shares; 2025Q4: 157,147 shares 157,147 $50.6M 0.56% +637 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,882 shares; 2024Q4: 171,209 shares; 2025Q1: 384,177 shares; 2025Q2: 397,385 shares; 2025Q3: 324,696 shares; 2025Q4: 315,988 shares 315,988 $48.7M 0.54% -8,708 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,896 shares; 2024Q4: 899,733 shares; 2025Q1: 1,043,757 shares; 2025Q2: 1,417,043 shares; 2025Q3: 1,993,557 shares; 2025Q4: 1,888,149 shares 1,888,149 $44.5M 0.49% -105,408 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,902 shares; 2025Q2: 124,410 shares; 2025Q3: 795,313 shares; 2025Q4: 895,936 shares 895,936 $44.5M 0.49% +100,623 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,947 shares; 2024Q4: 234,947 shares; 2025Q1: 234,947 shares; 2025Q2: 234,947 shares; 2025Q3: 234,947 shares; 2025Q4: 191,020 shares 191,020 $41.9M 0.46% -43,927 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: 2,115 shares; 2024Q4: 2,158 shares; 2025Q1: 2,236 shares; 2025Q2: 2,196 shares; 2025Q3: 184,262 shares; 2025Q4: 186,536 shares 186,536 $39.9M 0.44% +2,274 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: 300,993 shares; 2024Q4: 479,013 shares; 2025Q1: 479,013 shares; 2025Q2: 479,139 shares; 2025Q3: 479,139 shares; 2025Q4: 494,036 shares 494,036 $39.4M 0.44% +14,897 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: 159,328 shares; 2024Q4: 120,994 shares; 2025Q1: 121,200 shares; 2025Q2: 110,445 shares; 2025Q3: 91,284 shares; 2025Q4: 72,831 shares 72,831 $36.6M 0.41% -18,453 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: 277,941 shares; 2024Q4: 424,494 shares; 2025Q1: 424,182 shares; 2025Q2: 420,870 shares; 2025Q3: 420,163 shares; 2025Q4: 430,914 shares 430,914 $36.1M 0.4% +10,751 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,849 shares; 2024Q4: 200,547 shares; 2025Q1: 196,718 shares; 2025Q2: 184,202 shares; 2025Q3: 184,202 shares; 2025Q4: 184,801 shares 184,801 $34.1M 0.38% +599 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,893 shares; 2024Q4: 232,393 shares; 2025Q1: 232,393 shares; 2025Q2: 232,393 shares; 2025Q3: 218,358 shares; 2025Q4: 149,921 shares 149,921 $33.9M 0.38% -68,437 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,742 shares; 2024Q4: 1,153,581 shares; 2025Q1: 1,434,920 shares; 2025Q2: 1,557,126 shares; 2025Q3: 1,558,667 shares; 2025Q4: 1,560,247 shares 1,560,247 $33.9M 0.38% +1,580 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: 639,311 shares; 2024Q4: 639,311 shares; 2025Q1: 639,311 shares; 2025Q2: 630,033 shares; 2025Q3: 622,910 shares; 2025Q4: 673,326 shares 673,326 $33.9M 0.38% +50,416 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: 399,573 shares; 2024Q4: 399,573 shares; 2025Q1: 395,466 shares; 2025Q2: 396,760 shares; 2025Q3: 387,827 shares; 2025Q4: 388,292 shares 388,292 $32.9M 0.36% +465 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,101 shares; 2024Q4: 190,924 shares; 2025Q1: 74,560 shares; 2025Q2: 93,366 shares; 2025Q3: 247,375 shares; 2025Q4: 248,364 shares 248,364 $31.7M 0.35% +989 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: 340,959 shares; 2024Q4: 340,959 shares; 2025Q1: 340,959 shares; 2025Q2: 340,959 shares; 2025Q3: 340,959 shares; 2025Q4: 340,959 shares 340,959 $30.5M 0.34% 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: 82,367 shares; 2024Q4: 82,310 shares; 2025Q1: 83,485 shares; 2025Q2: 83,454 shares; 2025Q3: 83,454 shares; 2025Q4: 77,792 shares 77,792 $29M 0.32% -5,662 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: not reported; 2024Q4: 26,816 shares; 2025Q1: 96,386 shares; 2025Q2: 96,386 shares; 2025Q3: 107,230 shares; 2025Q4: 142,450 shares 142,450 $27.3M 0.3% +35,220 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: 169,502 shares; 2024Q4: 160,757 shares; 2025Q1: 147,610 shares; 2025Q2: 131,542 shares; 2025Q3: 117,517 shares; 2025Q4: 118,849 shares 118,849 $24.6M 0.27% +1,332 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: 112,841 shares; 2024Q4: 111,776 shares; 2025Q1: 93,294 shares; 2025Q2: 77,661 shares; 2025Q3: 77,742 shares; 2025Q4: 75,096 shares 75,096 $23.5M 0.26% -2,646 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: 43,042 shares; 2024Q4: 40,746 shares; 2025Q1: 40,746 shares; 2025Q2: 49,285 shares; 2025Q3: 64,848 shares; 2025Q4: 105,610 shares 105,610 $23.2M 0.26% +40,762 Timeline ACWI 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: 111,999 shares; 2024Q4: 151,371 shares; 2025Q1: 150,890 shares; 2025Q2: 150,462 shares; 2025Q3: 156,494 shares; 2025Q4: 158,528 shares 158,528 $22.4M 0.25% +2,034 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270 shares; 2025Q3: 46,864 shares; 2025Q4: 37,861 shares 37,861 $22M 0.24% -9,003 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: 78,825 shares; 2024Q4: 25,287 shares; 2025Q1: 25,310 shares; 2025Q2: 25,310 shares; 2025Q3: 25,303 shares; 2025Q4: 216,404 shares 216,404 $20.3M 0.22% +191,101 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,672 shares; 2024Q4: 311,869 shares; 2025Q1: 533,834 shares; 2025Q2: 562,834 shares; 2025Q3: 715,367 shares; 2025Q4: 756,339 shares 756,339 $19.9M 0.22% +40,972 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: 193,464 shares; 2024Q4: 193,627 shares; 2025Q1: 163,464 shares; 2025Q2: 163,464 shares; 2025Q3: 163,464 shares; 2025Q4: 176,275 shares 176,275 $19.6M 0.22% +12,811 Timeline SE SEA LTD More: the full row for SEA LTD 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: 153,735 shares 153,735 $19.6M 0.22% new Timeline HDEF DBX ETF TR More: the full row for DBX ETF 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: 596,285 shares 596,285 $18.5M 0.21% new 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: 95,596 shares; 2024Q4: 52,039 shares; 2025Q1: 50,847 shares; 2025Q2: 38,876 shares; 2025Q3: 34,468 shares; 2025Q4: 32,246 shares 32,246 $18.4M 0.2% -2,222 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: 213,818 shares; 2024Q4: 137,231 shares; 2025Q1: 112,863 shares; 2025Q2: 112,443 shares; 2025Q3: 94,170 shares; 2025Q4: 99,720 shares 99,720 $17.7M 0.2% +5,550 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 247,150 shares; 2025Q4: 212,239 shares 212,239 $17.2M 0.19% -34,911 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: 250,900 shares; 2024Q4: 249,500 shares; 2025Q1: 249,500 shares; 2025Q2: 238,000 shares; 2025Q3: 238,000 shares; 2025Q4: 236,924 shares 236,924 $16.6M 0.18% -1,076 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: 263,591 shares; 2024Q4: 263,591 shares; 2025Q1: 279,076 shares; 2025Q2: 281,813 shares; 2025Q3: 281,813 shares; 2025Q4: 281,813 shares 281,813 $16.6M 0.18% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,618 shares; 2024Q4: 218,964 shares; 2025Q1: 226,310 shares; 2025Q2: 205,015 shares; 2025Q3: 72,588 shares; 2025Q4: 72,588 shares 72,588 $15.6M 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,768 shares; 2025Q3: 39,597 shares; 2025Q4: 101,796 shares 101,796 $14.6M 0.16% +62,199 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: 35,383 shares; 2024Q4: 35,325 shares; 2025Q1: 35,325 shares; 2025Q2: 35,325 shares; 2025Q3: 35,325 shares; 2025Q4: 35,131 shares 35,131 $13.6M 0.15% -194 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: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares 32,000 $13.5M 0.15% 0 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: 25,154 shares; 2024Q4: 25,154 shares; 2025Q1: 25,154 shares; 2025Q2: 25,154 shares; 2025Q3: 25,154 shares; 2025Q4: 27,065 shares 27,065 $12.8M 0.14% +1,911 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: 44,098 shares; 2024Q4: 64,172 shares; 2025Q1: 95,861 shares; 2025Q2: 95,861 shares; 2025Q3: 95,861 shares; 2025Q4: 95,861 shares 95,861 $12.8M 0.14% 0 Timeline EWJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,441 shares; 2025Q4: 151,441 shares 151,441 $12.2M 0.14% 0 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: 33,954 shares; 2024Q4: 33,954 shares; 2025Q1: 33,954 shares; 2025Q2: 33,954 shares; 2025Q3: 33,954 shares; 2025Q4: 34,523 shares 34,523 $11.6M 0.13% +569 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL 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: 209,140 shares; 2025Q2: 503,910 shares; 2025Q3: 822,191 shares; 2025Q4: 906,168 shares 906,168 $11.3M 0.12% +83,977 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,827 shares; 2024Q4: 257,827 shares; 2025Q1: 257,827 shares; 2025Q2: 257,827 shares; 2025Q3: 268,769 shares; 2025Q4: 268,769 shares 268,769 $10.3M 0.11% 0 Timeline DVY 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: 72,973 shares; 2024Q4: 72,973 shares; 2025Q1: 72,973 shares; 2025Q2: 72,973 shares; 2025Q3: 72,973 shares; 2025Q4: 72,973 shares 72,973 $10.3M 0.11% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,704 shares; 2024Q4: 65,679 shares; 2025Q1: 65,679 shares; 2025Q2: 65,594 shares; 2025Q3: 65,355 shares; 2025Q4: 69,760 shares 69,760 $10M 0.11% +4,405 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 293,475 shares 293,475 $9.82M 0.11% new 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: 6,488 shares; 2024Q4: 6,532 shares; 2025Q1: 6,626 shares; 2025Q2: 6,539 shares; 2025Q3: 6,605 shares; 2025Q4: 8,541 shares 8,541 $9.18M 0.1% +1,936 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: 811,794 shares; 2024Q4: 699,683 shares; 2025Q1: 57,094 shares; 2025Q2: 43,796 shares; 2025Q3: 42,541 shares; 2025Q4: 36,098 shares 36,098 $8.71M 0.1% -6,443 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,044 shares; 2024Q4: 116,683 shares; 2025Q1: 116,683 shares; 2025Q2: 116,683 shares; 2025Q3: 116,683 shares; 2025Q4: 116,683 shares 116,683 $8.68M 0.1% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 416,849 shares; 2025Q2: 308,034 shares; 2025Q3: 344,108 shares; 2025Q4: 63,838 shares 63,838 $8.36M 0.09% -280,270 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $7.55M 0.08% 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: 204,584 shares; 2024Q4: 204,584 shares; 2025Q1: 204,584 shares; 2025Q2: 204,584 shares; 2025Q3: 204,584 shares; 2025Q4: 244,681 shares 244,681 $7.39M 0.08% +40,097 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: 32,051 shares; 2024Q4: 31,067 shares; 2025Q1: 18,723 shares; 2025Q2: 18,647 shares; 2025Q3: 18,647 shares; 2025Q4: 21,351 shares 21,351 $7.35M 0.08% +2,704 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: 19,564 shares; 2024Q4: 19,230 shares; 2025Q1: 19,230 shares; 2025Q2: 19,230 shares; 2025Q3: 19,230 shares; 2025Q4: 22,516 shares 22,516 $6.88M 0.08% +3,286 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: 62,583 shares; 2024Q4: 62,583 shares; 2025Q1: 62,583 shares; 2025Q2: 62,583 shares; 2025Q3: 56,330 shares; 2025Q4: 55,466 shares 55,466 $6.67M 0.07% -864 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,947 shares; 2024Q4: 88,947 shares; 2025Q1: 88,947 shares; 2025Q2: 88,882 shares; 2025Q3: 88,882 shares; 2025Q4: 88,882 shares 88,882 $4.78M 0.05% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,618 shares; 2025Q1: 4,498 shares; 2025Q2: 4,498 shares; 2025Q3: 4,515 shares; 2025Q4: 5,475 shares 5,475 $4.72M 0.05% +960 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,130 shares; 2024Q4: 14,130 shares; 2025Q1: 11,420 shares; 2025Q2: 11,420 shares; 2025Q3: 11,420 shares; 2025Q4: 6,810 shares 6,810 $4.59M 0.05% -4,610 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 68,101 shares 68,101 $4.46M 0.05% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $4.44M 0.05% 0 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: 121,772 shares; 2024Q4: 7,009 shares; 2025Q1: 7,009 shares; 2025Q2: 7,009 shares; 2025Q3: 6,973 shares; 2025Q4: 16,653 shares 16,653 $4.41M 0.05% +9,680 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,129 shares; 2024Q4: 86,171 shares; 2025Q1: 86,171 shares; 2025Q2: 80,791 shares; 2025Q3: 80,791 shares; 2025Q4: 59,348 shares 59,348 $4.37M 0.05% -21,443 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: 1,250 shares; 2024Q4: 5,391 shares; 2025Q1: 5,539 shares; 2025Q2: 5,539 shares; 2025Q3: 8,618 shares; 2025Q4: 8,825 shares 8,825 $4.31M 0.05% +207 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,538 shares; 2024Q4: 30,538 shares; 2025Q1: 30,538 shares; 2025Q2: 45,205 shares; 2025Q3: 44,892 shares; 2025Q4: 30,538 shares 30,538 $4.14M 0.05% -14,354 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,032 shares 6,032 $4.13M 0.05% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972,165 shares; 2024Q4: 1,022,165 shares; 2025Q1: 1,022,165 shares; 2025Q2: 1,022,165 shares; 2025Q3: 1,022,165 shares; 2025Q4: 1,022,165 shares 1,022,165 $3.93M 0.04% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,530 shares; 2024Q4: 10,530 shares; 2025Q1: 10,530 shares; 2025Q2: 10,530 shares; 2025Q3: 10,530 shares; 2025Q4: 10,530 shares 10,530 $3.79M 0.04% 0 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: 196,810 shares; 2024Q4: 195,838 shares; 2025Q1: 38,381 shares; 2025Q2: 38,381 shares; 2025Q3: 39,387 shares; 2025Q4: 39,387 shares 39,387 $3.78M 0.04% 0 Timeline XLG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,636 shares; 2025Q3: 61,636 shares; 2025Q4: 61,636 shares 61,636 $3.65M 0.04% 0 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 38,250 shares; 2025Q3: 38,250 shares; 2025Q4: 39,735 shares 39,735 $3.62M 0.04% +1,485 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,195 shares; 2024Q4: 29,195 shares; 2025Q1: 29,195 shares; 2025Q2: 29,195 shares; 2025Q3: 29,195 shares; 2025Q4: 29,195 shares 29,195 $3.55M 0.04% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,719 shares; 2024Q4: 46,719 shares; 2025Q1: 46,719 shares; 2025Q2: 46,719 shares; 2025Q3: 46,719 shares; 2025Q4: 73,205 shares 73,205 $3.36M 0.04% +26,486 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: 8,060 shares; 2024Q4: 8,060 shares; 2025Q1: 8,060 shares; 2025Q2: 8,060 shares; 2025Q3: 8,060 shares; 2025Q4: 13,993 shares 13,993 $3.2M 0.04% +5,933 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: 15,188 shares; 2024Q4: 15,188 shares; 2025Q1: 15,188 shares; 2025Q2: 15,188 shares; 2025Q3: 15,188 shares; 2025Q4: 15,188 shares 15,188 $3.19M 0.04% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,588 shares; 2025Q1: 12,588 shares; 2025Q2: 12,588 shares; 2025Q3: 12,588 shares; 2025Q4: 12,588 shares 12,588 $3.18M 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,440 shares; 2025Q4: 32,713 shares 32,713 $3M 0.03% +13,273 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: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares 31,000 $2.98M 0.03% 0 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: 52,562 shares; 2024Q4: 52,101 shares; 2025Q1: 52,101 shares; 2025Q2: 52,101 shares; 2025Q3: 52,101 shares; 2025Q4: 52,101 shares 52,101 $2.85M 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,372 shares 48,372 $2.79M 0.03% new 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: 6,796 shares; 2024Q4: 6,449 shares; 2025Q1: 6,449 shares; 2025Q2: 6,449 shares; 2025Q3: 6,449 shares; 2025Q4: 13,166 shares 13,166 $2.57M 0.03% +6,717 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: 49,077 shares; 2024Q4: 49,077 shares; 2025Q1: 32,368 shares; 2025Q2: 32,365 shares; 2025Q3: 32,365 shares; 2025Q4: 32,365 shares 32,365 $2.38M 0.03% 0 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: 16,963 shares; 2024Q4: 11,645 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 18,300 shares 18,300 $2.29M 0.03% +6,700 Timeline ACWX 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: 25,352 shares; 2024Q4: 34,493 shares; 2025Q1: 32,989 shares; 2025Q2: 32,989 shares; 2025Q3: 32,989 shares; 2025Q4: 32,989 shares 32,989 $2.21M 0.02% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,398 shares; 2024Q4: 10,398 shares; 2025Q1: 10,398 shares; 2025Q2: 10,398 shares; 2025Q3: 8,513 shares; 2025Q4: 8,513 shares 8,513 $2.2M 0.02% 0 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: 5,464 shares; 2024Q4: 5,464 shares; 2025Q1: 5,464 shares; 2025Q2: 5,464 shares; 2025Q3: 5,464 shares; 2025Q4: 10,606 shares 10,606 $2.12M 0.02% +5,142 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: 27,227 shares; 2024Q4: 27,227 shares; 2025Q1: 28,293 shares; 2025Q2: 28,293 shares; 2025Q3: 28,293 shares; 2025Q4: 28,293 shares 28,293 $2.08M 0.02% 0 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: 4,034 shares; 2024Q4: 4,034 shares; 2025Q1: 4,034 shares; 2025Q2: 3,944 shares; 2025Q3: 3,944 shares; 2025Q4: 11,559 shares 11,559 $2.05M 0.02% +7,615 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: 2,799 shares; 2024Q4: 2,799 shares; 2025Q1: 2,537 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares 2,525 $2.04M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,835 shares 15,835 $2.04M 0.02% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $1.98M 0.02% 0 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: 10,283 shares; 2024Q4: 10,283 shares; 2025Q1: 10,894 shares; 2025Q2: 10,652 shares; 2025Q3: 10,963 shares; 2025Q4: 16,140 shares 16,140 $1.94M 0.02% +5,177 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,891 shares 8,891 $1.82M 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339,497 shares; 2024Q4: 39,814 shares; 2025Q1: 19,735 shares; 2025Q2: 7,887 shares; 2025Q3: 7,887 shares; 2025Q4: 7,868 shares 7,868 $1.8M 0.02% -19 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,150 shares; 2025Q4: 11,150 shares 11,150 $1.79M 0.02% 0 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: not reported; 2024Q4: 1,646,221 shares; 2025Q1: 2,426,879 shares; 2025Q2: 2,244,012 shares; 2025Q3: 282,034 shares; 2025Q4: 20,269 shares 20,269 $1.71M 0.02% -261,765 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares 1,386 $1.68M 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,689 shares; 2025Q1: 4,689 shares; 2025Q2: 4,689 shares; 2025Q3: 4,689 shares; 2025Q4: 4,689 shares 4,689 $1.61M 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $1.6M 0.02% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,424 shares; 2024Q4: 12,901 shares; 2025Q1: 12,901 shares; 2025Q2: 12,805 shares; 2025Q3: 6,805 shares; 2025Q4: 14,680 shares 14,680 $1.55M 0.02% +7,875 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: 18,289 shares; 2024Q4: 18,728 shares; 2025Q1: 18,728 shares; 2025Q2: 18,728 shares; 2025Q3: 18,728 shares; 2025Q4: 19,451 shares 19,451 $1.53M 0.02% +723 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,743 shares; 2024Q4: 7,743 shares; 2025Q1: 7,743 shares; 2025Q2: 7,743 shares; 2025Q3: 7,743 shares; 2025Q4: 7,743 shares 7,743 $1.51M 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,240 shares 9,240 $1.48M 0.02% new 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: 4,310 shares; 2024Q4: 4,310 shares; 2025Q1: 4,098 shares; 2025Q2: 4,098 shares; 2025Q3: 4,098 shares; 2025Q4: 4,098 shares 4,098 $1.44M 0.02% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $1.42M 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: not reported; 2025Q1: 7,499 shares; 2025Q2: 7,439 shares; 2025Q3: 20,496 shares; 2025Q4: 20,496 shares 20,496 $1.31M 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: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 4,121 shares 4,121 $1.27M 0.01% +371 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: 1,976 shares; 2024Q4: 1,976 shares; 2025Q1: 1,976 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 3,279 shares 3,279 $1.21M 0.01% +1,303 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: 54,070 shares; 2024Q4: 30,700 shares; 2025Q1: 26,163 shares; 2025Q2: 19,709 shares; 2025Q3: 15,687 shares; 2025Q4: 21,780 shares 21,780 $1.17M 0.01% +6,093 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: 8,117 shares; 2024Q4: 8,117 shares; 2025Q1: 8,117 shares; 2025Q2: 8,117 shares; 2025Q3: 8,117 shares; 2025Q4: 8,117 shares 8,117 $1.17M 0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,142 shares 15,142 $1.17M 0.01% new Timeline IYE 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: 23,562 shares 23,562 $1.12M 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,804 shares 4,804 $1.11M 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,913 shares 1,913 $1.1M 0.01% new 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: 4,707 shares; 2024Q4: 4,562 shares; 2025Q1: 4,562 shares; 2025Q2: 4,562 shares; 2025Q3: 4,562 shares; 2025Q4: 4,562 shares 4,562 $1.04M 0.01% 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: 3,230 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 6,454 shares 6,454 $1.03M 0.01% +3,254 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 1,935 shares; 2025Q4: 6,009 shares 6,009 $1.03M 0.01% +4,074 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: 27,791 shares; 2024Q4: 27,791 shares; 2025Q1: 27,791 shares; 2025Q2: 27,791 shares; 2025Q3: 18,274 shares; 2025Q4: 18,274 shares 18,274 $1M 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,039 shares 15,039 $979K 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: 4,649 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares 4,250 $934K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 6,463 shares; 2025Q1: 6,463 shares; 2025Q2: 6,463 shares; 2025Q3: 6,463 shares; 2025Q4: 5,197 shares 5,197 $865K 0.01% -1,266 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares; 2025Q3: 3,242 shares; 2025Q4: 3,242 shares 3,242 $839K 0.01% 0 Timeline IYJ 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: 5,639 shares 5,639 $836K 0.01% new 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: 7,011 shares; 2024Q4: 1,848 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 4,279 shares 4,279 $835K 0.01% +2,431 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: 5,083 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,547 shares 2,547 $834K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 7,640 shares; 2025Q1: 7,640 shares; 2025Q2: 7,640 shares; 2025Q3: 7,640 shares; 2025Q4: 8,412 shares 8,412 $787K 0.01% +772 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,391 shares; 2024Q4: 40,391 shares; 2025Q1: 21,106 shares; 2025Q2: 21,106 shares; 2025Q3: 21,106 shares; 2025Q4: 21,106 shares 21,106 $768K 0.01% 0 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: 5,439 shares; 2024Q4: 5,439 shares; 2025Q1: 5,439 shares; 2025Q2: 5,439 shares; 2025Q3: 5,439 shares; 2025Q4: 5,439 shares 5,439 $745K 0.01% 0 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: 7,556 shares; 2024Q4: 7,556 shares; 2025Q1: 7,556 shares; 2025Q2: 7,556 shares; 2025Q3: 7,556 shares; 2025Q4: 7,556 shares 7,556 $732K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,419 shares 3,419 $712K 0.01% new 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $706K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774 shares 774 $680K 0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,089 shares 8,089 $649K 0.01% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,263 shares 6,263 $646K 0.01% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 5,268 shares; 2025Q1: 5,268 shares; 2025Q2: 5,268 shares; 2025Q3: 5,268 shares; 2025Q4: 4,274 shares 4,274 $626K 0.01% -994 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,280 shares 1,280 $619K 0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,759 shares; 2024Q4: 11,759 shares; 2025Q1: 11,759 shares; 2025Q2: 11,759 shares; 2025Q3: 11,759 shares; 2025Q4: 11,759 shares 11,759 $616K 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: 2,761 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,538 shares 3,538 $614K 0.01% new 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: 3,943 shares; 2024Q4: 3,943 shares; 2025Q1: 3,943 shares; 2025Q2: 3,943 shares; 2025Q3: 3,943 shares; 2025Q4: 3,943 shares 3,943 $610K 0.01% 0 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: 18,987 shares; 2024Q4: 18,987 shares; 2025Q1: 18,987 shares; 2025Q2: 18,987 shares; 2025Q3: 18,987 shares; 2025Q4: 18,987 shares 18,987 $609K 0.01% 0 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: 6,781 shares; 2024Q4: 6,781 shares; 2025Q1: 6,781 shares; 2025Q2: 6,781 shares; 2025Q3: 6,781 shares; 2025Q4: 6,781 shares 6,781 $600K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES 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: 4,829 shares 4,829 $593K 0.01% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 3,325 shares 3,325 $592K 0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 538 shares 538 $576K 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares 262 $563K 0.01% 0 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: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares 1,720 $556K 0.01% 0 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: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 4,556 shares 4,556 $544K 0.01% +2,278 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,357 shares; 2024Q4: 29,357 shares; 2025Q1: 29,357 shares; 2025Q2: 29,357 shares; 2025Q3: 29,357 shares; 2025Q4: 13,774 shares 13,774 $539K 0.01% -15,583 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: not reported; 2025Q1: 846 shares; 2025Q2: not reported; 2025Q3: 872 shares; 2025Q4: 1,140 shares 1,140 $513K 0.01% +268 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 6,549 shares; 2025Q1: 6,549 shares; 2025Q2: 6,549 shares; 2025Q3: 6,549 shares; 2025Q4: 6,549 shares 6,549 $510K 0.01% 0 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: 3,202 shares; 2024Q4: 3,202 shares; 2025Q1: 3,202 shares; 2025Q2: 3,202 shares; 2025Q3: 3,202 shares; 2025Q4: 3,202 shares 3,202 $497K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,025 shares 7,025 $459K 0.01% new 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: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares 1,589 $459K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares 2,520 $459K 0.01% 0 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: 3,231 shares; 2024Q4: 3,231 shares; 2025Q1: 3,231 shares; 2025Q2: 3,231 shares; 2025Q3: 3,231 shares; 2025Q4: 3,231 shares 3,231 $456K 0.01% 0 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: 5,813 shares; 2024Q4: 5,813 shares; 2025Q1: 5,813 shares; 2025Q2: 5,813 shares; 2025Q3: 5,813 shares; 2025Q4: 5,813 shares 5,813 $452K 0.01% 0 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: 3,318 shares; 2024Q4: 3,318 shares; 2025Q1: 3,318 shares; 2025Q2: 3,318 shares; 2025Q3: 3,318 shares; 2025Q4: 3,318 shares 3,318 $428K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,666 shares; 2025Q1: 6,666 shares; 2025Q2: 6,666 shares; 2025Q3: 4,061 shares; 2025Q4: 4,061 shares 4,061 $417K <0.01% 0 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: 1,914 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares 666 $386K <0.01% 0 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: 1,483 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares 1,483 $381K <0.01% 0 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: 2,041 shares; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares 2,017 $366K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares 1,408 $361K <0.01% 0 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $355K <0.01% 0 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: 2,961 shares; 2024Q4: 2,998 shares; 2025Q1: 2,961 shares; 2025Q2: 2,961 shares; 2025Q3: 2,461 shares; 2025Q4: 2,461 shares 2,461 $353K <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,315 shares 1,315 $339K <0.01% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares 1,610 $330K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,068 shares 4,068 $301K <0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares 178 $301K <0.01% 0 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: 5,861 shares; 2024Q4: 5,861 shares; 2025Q1: 5,726 shares; 2025Q2: 5,364 shares; 2025Q3: 5,364 shares; 2025Q4: 5,364 shares 5,364 $295K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,329 shares 5,329 $284K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323 shares 323 $284K <0.01% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 4,663 shares; 2025Q4: 4,663 shares 4,663 $275K <0.01% 0 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: not reported; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares 1,493 $274K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE 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 $272K <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: 1,409 shares; 2024Q4: 1,388 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 978 shares 978 $252K <0.01% +218 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares 1,800 $243K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 812 shares 812 $230K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 2,696 shares; 2025Q3: 2,696 shares; 2025Q4: 2,696 shares 2,696 $224K <0.01% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,503 shares; 2024Q4: 18,503 shares; 2025Q1: 18,503 shares; 2025Q2: 18,503 shares; 2025Q3: 18,503 shares; 2025Q4: 18,503 shares 18,503 $213K <0.01% 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: not reported; 2024Q4: 1,612 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares 1,612 $212K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,836 shares; 2025Q4: 1,836 shares 1,836 $209K <0.01% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 3,376 shares; 2025Q4: 2,680 shares 2,680 $205K <0.01% -696 Timeline VUSB 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: 4,089 shares; 2024Q4: 4,089 shares; 2025Q1: 4,089 shares; 2025Q2: 4,089 shares; 2025Q3: 4,089 shares; 2025Q4: 4,089 shares 4,089 $204K <0.01% 0 Timeline ANGI ANGI INC More: the full row for ANGI 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: 15,414 shares; 2025Q3: 15,414 shares; 2025Q4: 15,414 shares 15,414 $199K <0.01% 0 Timeline