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: 468,095 shares; 2024Q4: 525,029 shares; 2025Q1: 565,763 shares; 2025Q2: 609,532 shares; 2025Q3: 629,869 shares; 2025Q4: 673,039 shares 673,039 $39.5M 6.21% +43,170 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: 345,187 shares; 2024Q4: 369,996 shares; 2025Q1: 388,017 shares; 2025Q2: 409,941 shares; 2025Q3: 421,503 shares; 2025Q4: 438,852 shares 438,852 $35M 5.5% +17,349 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: 118,047 shares; 2024Q4: 115,635 shares; 2025Q1: 114,649 shares; 2025Q2: 112,545 shares; 2025Q3: 112,599 shares; 2025Q4: 122,370 shares 122,370 $33.3M 5.23% +9,771 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: 49,807 shares; 2024Q4: 58,206 shares; 2025Q1: 59,736 shares; 2025Q2: 59,664 shares; 2025Q3: 59,953 shares; 2025Q4: 61,050 shares 61,050 $29.5M 4.64% +1,097 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: 213,561 shares; 2024Q4: 232,173 shares; 2025Q1: 244,254 shares; 2025Q2: 258,330 shares; 2025Q3: 264,333 shares; 2025Q4: 274,769 shares 274,769 $21.4M 3.36% +10,436 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: 327,774 shares; 2024Q4: 333,119 shares; 2025Q1: 343,845 shares; 2025Q2: 346,125 shares; 2025Q3: 338,773 shares; 2025Q4: 340,598 shares 340,598 $21.3M 3.34% +1,825 Timeline JCPB 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: 319,506 shares; 2024Q4: 369,806 shares; 2025Q1: 395,722 shares; 2025Q2: 409,638 shares; 2025Q3: 424,946 shares; 2025Q4: 445,324 shares 445,324 $21.1M 3.31% +20,378 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: 9,262 shares; 2024Q4: 9,227 shares; 2025Q1: 9,223 shares; 2025Q2: 18,194 shares; 2025Q3: 44,448 shares; 2025Q4: 45,254 shares 45,254 $14.2M 2.23% +806 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: 111,533 shares; 2024Q4: 119,757 shares; 2025Q1: 124,657 shares; 2025Q2: 126,493 shares; 2025Q3: 130,810 shares; 2025Q4: 138,281 shares 138,281 $14.2M 2.23% +7,471 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: 33,732 shares; 2024Q4: 33,867 shares; 2025Q1: 34,046 shares; 2025Q2: 35,033 shares; 2025Q3: 35,745 shares; 2025Q4: 38,198 shares 38,198 $13.4M 2.11% +2,453 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: 20,465 shares; 2024Q4: 20,470 shares; 2025Q1: 20,640 shares; 2025Q2: 20,999 shares; 2025Q3: 21,226 shares; 2025Q4: 23,060 shares 23,060 $13.2M 2.07% +1,834 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: 41,094 shares; 2024Q4: 40,672 shares; 2025Q1: 39,892 shares; 2025Q2: 39,656 shares; 2025Q3: 39,535 shares; 2025Q4: 40,292 shares 40,292 $13M 2.04% +757 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: 145,864 shares; 2024Q4: 443,530 shares; 2025Q1: 453,325 shares; 2025Q2: 455,693 shares; 2025Q3: 446,269 shares; 2025Q4: 449,535 shares 449,535 $12.1M 1.9% +3,266 Timeline QUS 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: 61,753 shares; 2024Q4: 63,016 shares; 2025Q1: 65,255 shares; 2025Q2: 65,951 shares; 2025Q3: 65,900 shares; 2025Q4: 67,674 shares 67,674 $11.8M 1.85% +1,774 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: 16,643 shares; 2024Q4: 17,209 shares; 2025Q1: 34,628 shares; 2025Q2: 35,775 shares; 2025Q3: 36,167 shares; 2025Q4: 36,868 shares 36,868 $11.4M 1.78% +701 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,283 shares; 2024Q4: 182,264 shares; 2025Q1: 188,972 shares; 2025Q2: 185,973 shares; 2025Q3: 183,341 shares; 2025Q4: 186,472 shares 186,472 $11.3M 1.78% +3,131 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: 32,653 shares; 2024Q4: 32,676 shares; 2025Q1: 33,102 shares; 2025Q2: 33,085 shares; 2025Q3: 33,224 shares; 2025Q4: 33,398 shares 33,398 $11.2M 1.76% +174 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,685 shares; 2024Q4: 13,525 shares; 2025Q1: 13,521 shares; 2025Q2: 13,380 shares; 2025Q3: 14,780 shares; 2025Q4: 16,044 shares 16,044 $10.6M 1.67% +1,264 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: 12,155 shares; 2024Q4: 12,067 shares; 2025Q1: 11,837 shares; 2025Q2: 11,371 shares; 2025Q3: 11,275 shares; 2025Q4: 12,020 shares 12,020 $10.4M 1.63% +745 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: 40,739 shares; 2024Q4: 41,023 shares; 2025Q1: 40,895 shares; 2025Q2: 40,871 shares; 2025Q3: 41,211 shares; 2025Q4: 43,989 shares 43,989 $10.1M 1.58% +2,778 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: 7,655 shares; 2024Q4: 7,806 shares; 2025Q1: 8,557 shares; 2025Q2: 8,713 shares; 2025Q3: 9,072 shares; 2025Q4: 9,356 shares 9,356 $10M 1.57% +284 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,026 shares; 2024Q4: 11,644 shares; 2025Q1: 11,244 shares; 2025Q2: 10,651 shares; 2025Q3: 10,559 shares; 2025Q4: 34,156 shares 34,156 $9.81M 1.54% +23,597 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: 31,155 shares; 2024Q4: 31,182 shares; 2025Q1: 30,839 shares; 2025Q2: 30,135 shares; 2025Q3: 30,086 shares; 2025Q4: 29,702 shares 29,702 $9.3M 1.46% -384 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,993 shares; 2024Q4: 34,114 shares; 2025Q1: 33,903 shares; 2025Q2: 35,638 shares; 2025Q3: 36,143 shares; 2025Q4: 41,604 shares 41,604 $9.28M 1.46% +5,461 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: 4,916 shares; 2024Q4: 11,868 shares; 2025Q1: 12,323 shares; 2025Q2: 13,059 shares; 2025Q3: 13,591 shares; 2025Q4: 13,859 shares 13,859 $9.15M 1.44% +268 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: 52,974 shares; 2024Q4: 53,168 shares; 2025Q1: 53,649 shares; 2025Q2: 52,811 shares; 2025Q3: 51,965 shares; 2025Q4: 55,520 shares 55,520 $8.91M 1.4% +3,555 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: 7,310 shares; 2024Q4: 7,551 shares; 2025Q1: 7,558 shares; 2025Q2: 7,585 shares; 2025Q3: 7,554 shares; 2025Q4: 8,078 shares 8,078 $8.65M 1.36% +524 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: 34,256 shares; 2024Q4: 37,404 shares; 2025Q1: 37,827 shares; 2025Q2: 38,494 shares; 2025Q3: 38,528 shares; 2025Q4: 41,779 shares 41,779 $8.65M 1.36% +3,251 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: 21,657 shares; 2024Q4: 23,865 shares; 2025Q1: 23,947 shares; 2025Q2: 24,041 shares; 2025Q3: 24,294 shares; 2025Q4: 25,058 shares 25,058 $8.62M 1.36% +764 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: 80,876 shares; 2024Q4: 245,912 shares; 2025Q1: 253,881 shares; 2025Q2: 255,934 shares; 2025Q3: 255,595 shares; 2025Q4: 269,013 shares 269,013 $8.09M 1.27% +13,418 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: 59,910 shares; 2024Q4: 61,553 shares; 2025Q1: 63,575 shares; 2025Q2: 64,923 shares; 2025Q3: 64,883 shares; 2025Q4: 66,339 shares 66,339 $7.97M 1.25% +1,456 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,878 shares; 2024Q4: 12,943 shares; 2025Q1: 13,168 shares; 2025Q2: 13,164 shares; 2025Q3: 13,235 shares; 2025Q4: 13,946 shares 13,946 $7.95M 1.25% +711 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,098 shares; 2024Q4: 22,986 shares; 2025Q1: 23,049 shares; 2025Q2: 23,195 shares; 2025Q3: 22,978 shares; 2025Q4: 23,059 shares 23,059 $7.15M 1.12% +81 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: 21,240 shares; 2024Q4: 21,304 shares; 2025Q1: 21,382 shares; 2025Q2: 21,363 shares; 2025Q3: 21,443 shares; 2025Q4: 22,645 shares 22,645 $6.92M 1.09% +1,202 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: 4,895 shares; 2024Q4: 4,945 shares; 2025Q1: 5,957 shares; 2025Q2: 10,580 shares; 2025Q3: 12,376 shares; 2025Q4: 13,159 shares 13,159 $6.88M 1.08% +783 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: 25,636 shares; 2024Q4: 25,966 shares; 2025Q1: 26,340 shares; 2025Q2: 26,393 shares; 2025Q3: 26,249 shares; 2025Q4: 28,605 shares 28,605 $6.62M 1.04% +2,356 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,470 shares; 2024Q4: 42,481 shares; 2025Q1: 42,793 shares; 2025Q2: 43,870 shares; 2025Q3: 43,596 shares; 2025Q4: 44,851 shares 44,851 $6.24M 0.98% +1,255 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: 18,332 shares; 2024Q4: 19,102 shares; 2025Q1: 19,767 shares; 2025Q2: 20,873 shares; 2025Q3: 20,605 shares; 2025Q4: 41,695 shares 41,695 $6M 0.94% +21,090 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,535 shares; 2024Q4: 18,102 shares; 2025Q1: 23,136 shares; 2025Q2: 27,092 shares; 2025Q3: 27,375 shares; 2025Q4: 28,839 shares 28,839 $5.73M 0.9% +1,464 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,156 shares; 2024Q4: 12,276 shares; 2025Q1: 12,484 shares; 2025Q2: 13,408 shares; 2025Q3: 13,468 shares; 2025Q4: 13,261 shares 13,261 $5.53M 0.87% -207 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: 19,948 shares; 2024Q4: 19,824 shares; 2025Q1: 19,602 shares; 2025Q2: 22,136 shares; 2025Q3: 23,044 shares; 2025Q4: 23,784 shares 23,784 $5.49M 0.86% +740 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: 4,787 shares; 2024Q4: 4,785 shares; 2025Q1: 4,770 shares; 2025Q2: 4,772 shares; 2025Q3: 4,977 shares; 2025Q4: 5,072 shares 5,072 $5.45M 0.86% +95 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: 26,448 shares; 2024Q4: 26,190 shares; 2025Q1: 24,784 shares; 2025Q2: 26,218 shares; 2025Q3: 27,622 shares; 2025Q4: 29,032 shares 29,032 $5.41M 0.85% +1,410 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: 42,780 shares; 2024Q4: 42,776 shares; 2025Q1: 42,885 shares; 2025Q2: 42,712 shares; 2025Q3: 42,633 shares; 2025Q4: 47,989 shares 47,989 $5.38M 0.85% +5,356 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: 27,091 shares; 2024Q4: 27,049 shares; 2025Q1: 26,893 shares; 2025Q2: 32,892 shares; 2025Q3: 31,746 shares; 2025Q4: 31,220 shares 31,220 $5.34M 0.84% -526 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 14,201 shares; 2025Q1: 29,962 shares; 2025Q2: 31,622 shares; 2025Q3: 32,380 shares; 2025Q4: 32,892 shares 32,892 $5.33M 0.84% +512 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: 26,135 shares; 2024Q4: 26,873 shares; 2025Q1: 27,105 shares; 2025Q2: 27,590 shares; 2025Q3: 28,212 shares; 2025Q4: 29,509 shares 29,509 $4.24M 0.67% +1,297 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: 77,360 shares; 2024Q4: 75,764 shares; 2025Q1: 75,337 shares; 2025Q2: 74,235 shares; 2025Q3: 72,956 shares; 2025Q4: 74,332 shares 74,332 $4.22M 0.66% +1,376 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: 9,604 shares; 2024Q4: 9,428 shares; 2025Q1: 8,813 shares; 2025Q2: 8,455 shares; 2025Q3: 7,726 shares; 2025Q4: 7,453 shares 7,453 $3.75M 0.59% -273 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,111 shares; 2024Q4: 93,245 shares; 2025Q1: 96,977 shares; 2025Q2: 99,520 shares; 2025Q3: 95,091 shares; 2025Q4: 92,473 shares 92,473 $3.65M 0.57% -2,618 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,626 shares; 2024Q4: 36,706 shares; 2025Q1: 36,706 shares; 2025Q2: 36,576 shares; 2025Q3: 36,860 shares; 2025Q4: 37,181 shares 37,181 $3.47M 0.54% +321 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: 10,734 shares; 2024Q4: 10,595 shares; 2025Q1: 10,286 shares; 2025Q2: 10,278 shares; 2025Q3: 10,141 shares; 2025Q4: 9,831 shares 9,831 $2.85M 0.45% -310 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: 10,423 shares; 2024Q4: 10,309 shares; 2025Q1: 10,168 shares; 2025Q2: 10,540 shares; 2025Q3: 10,204 shares; 2025Q4: 9,733 shares 9,733 $2.5M 0.39% -471 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: 4,364 shares; 2024Q4: 4,326 shares; 2025Q1: 4,153 shares; 2025Q2: 4,064 shares; 2025Q3: 4,242 shares; 2025Q4: 3,917 shares 3,917 $2.41M 0.38% -325 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 9,739 shares; 2025Q1: 9,727 shares; 2025Q2: 9,446 shares; 2025Q3: 9,380 shares; 2025Q4: 8,764 shares 8,764 $1.9M 0.3% -616 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,932 shares; 2024Q4: 10,987 shares; 2025Q1: 10,326 shares; 2025Q2: 9,951 shares; 2025Q3: 9,562 shares; 2025Q4: 8,892 shares 8,892 $1.73M 0.27% -670 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: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,538 shares; 2025Q2: 2,983 shares; 2025Q3: 4,350 shares; 2025Q4: 4,706 shares 4,706 $1.63M 0.26% +356 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,725 shares; 2025Q3: 4,721 shares; 2025Q4: 6,673 shares 6,673 $1.62M 0.25% +1,952 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 2,316 shares; 2025Q3: 2,364 shares; 2025Q4: 2,356 shares 2,356 $1.43M 0.22% -8 Timeline SLQD 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: 39,722 shares; 2024Q4: 37,894 shares; 2025Q1: 37,275 shares; 2025Q2: 29,748 shares; 2025Q3: 28,549 shares; 2025Q4: 26,377 shares 26,377 $1.34M 0.21% -2,172 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: 3,802 shares; 2024Q4: 3,755 shares; 2025Q1: 3,739 shares; 2025Q2: 3,739 shares; 2025Q3: 3,722 shares; 2025Q4: 4,559 shares 4,559 $1.32M 0.21% +837 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: 79,249 shares; 2024Q4: 10,951 shares; 2025Q1: 10,565 shares; 2025Q2: 10,014 shares; 2025Q3: 10,049 shares; 2025Q4: 12,904 shares 12,904 $1.29M 0.2% +2,855 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: 3,948 shares; 2024Q4: 3,957 shares; 2025Q1: 3,962 shares; 2025Q2: 3,962 shares; 2025Q3: 3,967 shares; 2025Q4: 3,861 shares 3,861 $1.22M 0.19% -106 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: 6,396 shares; 2024Q4: 12,664 shares; 2025Q1: 16,017 shares; 2025Q2: 16,112 shares; 2025Q3: 21,506 shares; 2025Q4: 21,923 shares 21,923 $1.21M 0.19% +417 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: 12,478 shares; 2024Q4: 10,857 shares; 2025Q1: 10,833 shares; 2025Q2: 9,876 shares; 2025Q3: 9,475 shares; 2025Q4: 9,247 shares 9,247 $1.13M 0.18% -228 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: 7,670 shares; 2024Q4: 7,980 shares; 2025Q1: 7,755 shares; 2025Q2: 7,393 shares; 2025Q3: 6,235 shares; 2025Q4: 6,411 shares 6,411 $1.11M 0.17% +176 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: 3,377 shares; 2024Q4: 6,300 shares; 2025Q1: 5,410 shares; 2025Q2: 5,470 shares; 2025Q3: 6,267 shares; 2025Q4: 5,990 shares 5,990 $1.1M 0.17% -277 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: 1,213 shares; 2024Q4: 1,136 shares; 2025Q1: 1,096 shares; 2025Q2: 1,087 shares; 2025Q3: 1,192 shares; 2025Q4: 1,592 shares 1,592 $1.09M 0.17% +400 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,177 shares; 2025Q3: 8,742 shares; 2025Q4: 11,819 shares 11,819 $966K 0.15% +3,077 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: 13,790 shares; 2024Q4: 13,790 shares; 2025Q1: 14,129 shares; 2025Q2: 13,720 shares; 2025Q3: 1,384 shares; 2025Q4: 1,931 shares 1,931 $934K 0.15% +547 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: 10,696 shares; 2024Q4: 12,105 shares; 2025Q1: 12,232 shares; 2025Q2: 12,441 shares; 2025Q3: 12,697 shares; 2025Q4: 11,994 shares 11,994 $924K 0.15% -703 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: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,526 shares; 2025Q3: 1,513 shares; 2025Q4: 1,510 shares 1,510 $911K 0.14% -3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,598 shares 3,598 $910K 0.14% new 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: 4,581 shares; 2024Q4: 4,430 shares; 2025Q1: 4,444 shares; 2025Q2: 4,423 shares; 2025Q3: 4,437 shares; 2025Q4: 4,656 shares 4,656 $889K 0.14% +219 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: 4,263 shares; 2024Q4: 3,954 shares; 2025Q1: 3,702 shares; 2025Q2: 3,695 shares; 2025Q3: 3,517 shares; 2025Q4: 3,407 shares 3,407 $879K 0.14% -110 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: 2,082 shares; 2024Q4: 2,408 shares; 2025Q1: 2,389 shares; 2025Q2: 2,734 shares; 2025Q3: 2,557 shares; 2025Q4: 2,630 shares 2,630 $868K 0.14% +73 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: 4,001 shares; 2024Q4: 3,928 shares; 2025Q1: 3,942 shares; 2025Q2: 3,803 shares; 2025Q3: 3,776 shares; 2025Q4: 3,959 shares 3,959 $839K 0.13% +183 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: 52,692 shares; 2024Q4: 52,674 shares; 2025Q1: 52,333 shares; 2025Q2: 8,020 shares; 2025Q3: 7,988 shares; 2025Q4: 9,756 shares 9,756 $822K 0.13% +1,768 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: 11,576 shares; 2024Q4: 11,058 shares; 2025Q1: 10,703 shares; 2025Q2: 10,480 shares; 2025Q3: 10,147 shares; 2025Q4: 10,009 shares 10,009 $803K 0.13% -138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 341 shares; 2025Q4: 462 shares 462 $781K 0.12% +121 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,043 shares; 2025Q3: 2,052 shares; 2025Q4: 2,469 shares 2,469 $772K 0.12% +417 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.12% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,658 shares; 2024Q4: 16,658 shares; 2025Q1: 18,258 shares; 2025Q2: 18,458 shares; 2025Q3: 17,398 shares; 2025Q4: 18,123 shares 18,123 $744K 0.12% +725 Timeline VT 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: 5,644 shares; 2024Q4: 5,422 shares; 2025Q1: 5,423 shares; 2025Q2: 5,423 shares; 2025Q3: 5,109 shares; 2025Q4: 5,110 shares 5,110 $721K 0.11% +1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 4,488 shares; 2025Q1: 4,488 shares; 2025Q2: 3,163 shares; 2025Q3: 2,897 shares; 2025Q4: 2,473 shares 2,473 $706K 0.11% -424 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: 1,620 shares; 2024Q4: 1,614 shares; 2025Q1: 1,522 shares; 2025Q2: 1,481 shares; 2025Q3: 1,444 shares; 2025Q4: 1,445 shares 1,445 $684K 0.11% +1 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,786 shares; 2025Q1: 2,705 shares; 2025Q2: 1,945 shares; 2025Q3: 2,147 shares; 2025Q4: 2,243 shares 2,243 $682K 0.11% +96 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: 1,394 shares; 2024Q4: 1,335 shares; 2025Q1: 1,237 shares; 2025Q2: 1,173 shares; 2025Q3: 1,220 shares; 2025Q4: 1,187 shares 1,187 $680K 0.11% -33 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: 2,876 shares; 2024Q4: 4,369 shares; 2025Q1: 4,459 shares; 2025Q2: 4,337 shares; 2025Q3: 4,786 shares; 2025Q4: 5,628 shares 5,628 $677K 0.11% +842 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: 1,652 shares; 2024Q4: 1,054 shares; 2025Q1: 1,159 shares; 2025Q2: 1,309 shares; 2025Q3: 1,274 shares; 2025Q4: 1,476 shares 1,476 $664K 0.1% +202 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: 3,874 shares; 2024Q4: 3,155 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 3,001 shares 3,001 $660K 0.1% -124 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: 10,915 shares; 2024Q4: 10,290 shares; 2025Q1: 10,231 shares; 2025Q2: 10,244 shares; 2025Q3: 10,147 shares; 2025Q4: 9,936 shares 9,936 $656K 0.1% -211 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: not reported; 2024Q4: 6,813 shares; 2025Q1: 6,588 shares; 2025Q2: 8,588 shares; 2025Q3: 20,853 shares; 2025Q4: 20,048 shares 20,048 $643K 0.1% -805 Timeline FINN FIRST NATL OF NEBRASKA INC More: the full row for FIRST NATL OF NEBRASKA 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: 41 shares 41 $636K 0.1% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,245 shares; 2025Q3: 3,245 shares; 2025Q4: 4,143 shares 4,143 $627K 0.1% +898 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,129 shares; 2024Q4: 12,078 shares; 2025Q1: 10,870 shares; 2025Q2: 10,368 shares; 2025Q3: 9,853 shares; 2025Q4: 10,221 shares 10,221 $585K 0.09% +368 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 3,446 shares; 2025Q2: 3,436 shares; 2025Q3: 3,652 shares; 2025Q4: 3,652 shares 3,652 $561K 0.09% 0 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: not reported; 2024Q4: 2,695 shares; 2025Q1: 2,944 shares; 2025Q2: 3,236 shares; 2025Q3: 3,202 shares; 2025Q4: 2,769 shares 2,769 $540K 0.08% -433 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: 3,391 shares; 2024Q4: 3,356 shares; 2025Q1: 3,338 shares; 2025Q2: 3,338 shares; 2025Q3: 3,025 shares; 2025Q4: 3,041 shares 3,041 $539K 0.08% +16 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: 523 shares; 2024Q4: 515 shares; 2025Q1: 650 shares; 2025Q2: 625 shares; 2025Q3: 642 shares; 2025Q4: 764 shares 764 $523K 0.08% +122 Timeline SUSC 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: 22,320 shares 22,320 $522K 0.08% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 5,161 shares; 2025Q1: 5,203 shares; 2025Q2: 5,244 shares; 2025Q3: 5,568 shares; 2025Q4: 4,841 shares 4,841 $473K 0.07% -727 Timeline IBDW 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: 21,001 shares; 2025Q3: 21,001 shares; 2025Q4: 21,001 shares 21,001 $444K 0.07% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 16,950 shares; 2025Q1: 16,950 shares; 2025Q2: 16,950 shares; 2025Q3: 16,800 shares; 2025Q4: 16,800 shares 16,800 $441K 0.07% 0 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: 17,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,862 shares; 2025Q3: 11,628 shares; 2025Q4: 17,795 shares 17,795 $432K 0.07% +6,167 Timeline HYXF 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: 9,024 shares 9,024 $426K 0.07% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 1,463 shares 1,463 $421K 0.07% -672 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: 3,629 shares; 2024Q4: 2,606 shares; 2025Q1: 2,240 shares; 2025Q2: 2,459 shares; 2025Q3: 2,335 shares; 2025Q4: 2,738 shares 2,738 $417K 0.07% +403 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: 3,910 shares; 2024Q4: 3,787 shares; 2025Q1: 3,757 shares; 2025Q2: 3,767 shares; 2025Q3: 4,074 shares; 2025Q4: 3,619 shares 3,619 $412K 0.06% -455 Timeline DDWM 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: 12,526 shares; 2024Q4: 11,887 shares; 2025Q1: 11,874 shares; 2025Q2: 10,268 shares; 2025Q3: 9,527 shares; 2025Q4: 9,380 shares 9,380 $408K 0.06% -147 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,937 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,981 shares; 2025Q4: 2,030 shares 2,030 $396K 0.06% +49 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: not reported; 2025Q2: 9,062 shares; 2025Q3: 9,062 shares; 2025Q4: 15,162 shares 15,162 $386K 0.06% +6,100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,584 shares 2,584 $385K 0.06% new Timeline VDC 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: 1,836 shares; 2024Q4: 1,840 shares; 2025Q1: 1,797 shares; 2025Q2: 1,799 shares; 2025Q3: 1,800 shares; 2025Q4: 1,802 shares 1,802 $381K 0.06% +2 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: 6,947 shares; 2024Q4: 6,933 shares; 2025Q1: 6,916 shares; 2025Q2: 6,735 shares; 2025Q3: 6,505 shares; 2025Q4: 6,505 shares 6,505 $377K 0.06% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,144 shares; 2025Q4: 5,072 shares 5,072 $373K 0.06% -72 Timeline IMCG 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: 5,668 shares; 2024Q4: 5,668 shares; 2025Q1: 5,668 shares; 2025Q2: 4,630 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares 4,630 $370K 0.06% 0 Timeline SCHG 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: 2,790 shares; 2024Q4: 11,171 shares; 2025Q1: 11,183 shares; 2025Q2: 11,194 shares; 2025Q3: 11,205 shares; 2025Q4: 11,224 shares 11,224 $366K 0.06% +19 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: 1,920 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,992 shares; 2025Q4: 1,985 shares 1,985 $364K 0.06% -7 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,040 shares; 2025Q4: 1,200 shares 1,200 $355K 0.06% +160 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: 2,547 shares; 2024Q4: 1,903 shares; 2025Q1: 1,764 shares; 2025Q2: 2,465 shares; 2025Q3: 2,466 shares; 2025Q4: 2,468 shares 2,468 $354K 0.06% +2 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: 10,335 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,325 shares 14,325 $347K 0.05% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 1,942 shares; 2025Q1: 1,947 shares; 2025Q2: 1,956 shares; 2025Q3: 1,922 shares; 2025Q4: 1,927 shares 1,927 $344K 0.05% +5 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: 4,629 shares 4,629 $343K 0.05% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,233 shares; 2025Q1: 1,192 shares; 2025Q2: 1,132 shares; 2025Q3: 1,126 shares; 2025Q4: 1,104 shares 1,104 $334K 0.05% -22 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: 1,165 shares; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 1,362 shares 1,362 $328K 0.05% +238 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: 1,436 shares; 2024Q4: 1,639 shares; 2025Q1: 1,814 shares; 2025Q2: 1,818 shares; 2025Q3: 2,286 shares; 2025Q4: 2,259 shares 2,259 $324K 0.05% -27 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 5,775 shares; 2025Q1: 5,775 shares; 2025Q2: 5,775 shares; 2025Q3: 5,774 shares; 2025Q4: 6,718 shares 6,718 $321K 0.05% +944 Timeline GDX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,732 shares 3,732 $320K 0.05% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 1,457 shares 1,457 $312K 0.05% -9 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: not reported; 2024Q4: 1,736 shares; 2025Q1: 1,721 shares; 2025Q2: 1,846 shares; 2025Q3: 1,698 shares; 2025Q4: 1,207 shares 1,207 $310K 0.05% -491 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,946 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,270 shares 12,270 $306K 0.05% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC 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: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $296K 0.05% 0 Timeline SAPGF SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares 1,212 $295K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 1,640 shares; 2025Q4: 1,625 shares 1,625 $289K 0.05% -15 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 1,011 shares; 2025Q4: 1,259 shares 1,259 $286K 0.05% +248 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares 1,327 $284K 0.04% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 3,409 shares; 2025Q1: 3,359 shares; 2025Q2: 3,451 shares; 2025Q3: 3,351 shares; 2025Q4: 3,326 shares 3,326 $280K 0.04% -25 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,460 shares; 2025Q1: 14,160 shares; 2025Q2: 13,860 shares; 2025Q3: 15,691 shares; 2025Q4: 16,739 shares 16,739 $276K 0.04% +1,048 Timeline GDXJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,394 shares 2,394 $272K 0.04% new 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $270K 0.04% 0 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: not reported; 2024Q4: 4,221 shares; 2025Q1: 3,730 shares; 2025Q2: 3,730 shares; 2025Q3: 3,714 shares; 2025Q4: 2,402 shares 2,402 $268K 0.04% -1,312 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,576 shares 5,576 $267K 0.04% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS 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: 1,041 shares 1,041 $256K 0.04% new 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: 2,912 shares; 2024Q4: 2,994 shares; 2025Q1: 2,880 shares; 2025Q2: 2,917 shares; 2025Q3: 2,822 shares; 2025Q4: 2,805 shares 2,805 $248K 0.04% -17 Timeline JPST 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: 17,010 shares; 2024Q4: 10,100 shares; 2025Q1: 5,166 shares; 2025Q2: 4,723 shares; 2025Q3: 4,775 shares; 2025Q4: 4,795 shares 4,795 $243K 0.04% +20 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: 717 shares; 2024Q4: 493 shares; 2025Q1: 577 shares; 2025Q2: 558 shares; 2025Q3: 527 shares; 2025Q4: 482 shares 482 $235K 0.04% -45 Timeline SHYD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $229K 0.04% 0 Timeline SUSB 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: 8,704 shares 8,704 $220K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 2,556 shares; 2025Q1: 2,556 shares; 2025Q2: 1,895 shares; 2025Q3: 1,949 shares; 2025Q4: 1,839 shares 1,839 $216K 0.03% -110 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,282 shares; 2025Q1: 1,265 shares; 2025Q2: 1,351 shares; 2025Q3: 1,289 shares; 2025Q4: 342 shares 342 $215K 0.03% -947 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779 shares 779 $211K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 808 shares; 2025Q3: 788 shares; 2025Q4: 773 shares 773 $211K 0.03% -15 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: 5,509 shares; 2024Q4: 2,756 shares; 2025Q1: 2,756 shares; 2025Q2: 2,756 shares; 2025Q3: 2,756 shares; 2025Q4: 2,675 shares 2,675 $211K 0.03% -81 Timeline SLYG 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: 2,493 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,265 shares; 2025Q3: 2,222 shares; 2025Q4: 2,222 shares 2,222 $209K 0.03% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 637 shares 637 $206K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares 1,775 $206K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares 1,300 $205K 0.03% 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: 2,437 shares; 2024Q4: 2,487 shares; 2025Q1: 2,542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,903 shares 1,903 $200K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,421 shares; 2025Q1: 13,436 shares; 2025Q2: 12,045 shares; 2025Q3: 10,577 shares; 2025Q4: 10,115 shares 10,115 $133K 0.02% -462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,100 shares 10,100 $38.8K 0.01% new Timeline ALBKY ALPHA SERVICES AND HOLDINGS SA More: the full row for ALPHA SERVICES AND HOLDINGS SA 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: 14,010 shares 14,010 $12.3K <0.01% new Timeline NGTF NIGHTFOOD HLDGS INC More: the full row for NIGHTFOOD HLDGS 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: 11,215 shares; 2025Q3: 11,215 shares; 2025Q4: 11,215 shares 11,215 $578 <0.01% 0 Timeline MJNA MEDICAL MARIJUANA, INC. COMMON More: the full row for MEDICAL MARIJUANA, INC. COMMON 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: 122,000 shares; 2025Q3: 122,000 shares; 2025Q4: 122,000 shares 122,000 $24 <0.01% 0 Timeline MultiCorp International Inc MultiCorp International Inc More: the full row for MultiCorp International 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: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $2 <0.01% 0 Headstrong Group Inc Headstrong Group Inc More: the full row for Headstrong 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $1 <0.01% 0