IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,205 shares; 2024Q4: 631,665 shares; 2025Q1: 666,297 shares; 2025Q2: 742,316 shares; 2025Q3: 811,599 shares; 2025Q4: 817,382 shares 817,382 $66.3M 5.71% +5,783 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: 116,671 shares; 2024Q4: 111,317 shares; 2025Q1: 109,645 shares; 2025Q2: 109,122 shares; 2025Q3: 108,537 shares; 2025Q4: 106,355 shares 106,355 $51.4M 4.43% -2,182 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: 281,210 shares; 2024Q4: 267,839 shares; 2025Q1: 289,587 shares; 2025Q2: 289,992 shares; 2025Q3: 277,488 shares; 2025Q4: 263,025 shares 263,025 $49.1M 4.22% -14,463 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: 202,433 shares; 2024Q4: 185,318 shares; 2025Q1: 178,014 shares; 2025Q2: 178,347 shares; 2025Q3: 181,230 shares; 2025Q4: 188,623 shares 188,623 $46.4M 3.99% +7,393 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,216 shares; 2024Q4: 305,179 shares; 2025Q1: 294,338 shares; 2025Q2: 294,221 shares; 2025Q3: 298,366 shares; 2025Q4: 300,654 shares 300,654 $45.3M 3.9% +2,288 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,745 shares; 2024Q4: 454,315 shares; 2025Q1: 468,456 shares; 2025Q2: 557,991 shares; 2025Q3: 617,107 shares; 2025Q4: 617,107 shares 617,107 $44.9M 3.86% 0 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: 185,935 shares; 2024Q4: 176,146 shares; 2025Q1: 171,959 shares; 2025Q2: 171,458 shares; 2025Q3: 170,082 shares; 2025Q4: 179,648 shares 179,648 $41.5M 3.57% +9,566 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: 77,678 shares; 2024Q4: 75,282 shares; 2025Q1: 75,180 shares; 2025Q2: 74,756 shares; 2025Q3: 74,968 shares; 2025Q4: 73,181 shares 73,181 $35.7M 3.07% -1,787 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,107 shares; 2024Q4: 267,415 shares; 2025Q1: 260,250 shares; 2025Q2: 263,508 shares; 2025Q3: 249,722 shares; 2025Q4: 247,540 shares 247,540 $32.9M 2.83% -2,182 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: 100,086 shares; 2024Q4: 98,515 shares; 2025Q1: 90,305 shares; 2025Q2: 88,807 shares; 2025Q3: 87,669 shares; 2025Q4: 87,293 shares 87,293 $28.1M 2.42% -376 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: 379,287 shares; 2024Q4: 379,147 shares; 2025Q1: 385,268 shares; 2025Q2: 387,385 shares; 2025Q3: 390,596 shares; 2025Q4: 394,406 shares 394,406 $24.6M 2.12% +3,810 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,593 shares; 2024Q4: 179,328 shares; 2025Q1: 178,112 shares; 2025Q2: 178,461 shares; 2025Q3: 176,868 shares; 2025Q4: 176,030 shares 176,030 $22.9M 1.97% -838 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: 22,779 shares; 2024Q4: 22,647 shares; 2025Q1: 22,647 shares; 2025Q2: 22,691 shares; 2025Q3: 22,602 shares; 2025Q4: 20,582 shares 20,582 $22.1M 1.9% -2,020 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,334 shares; 2024Q4: 135,719 shares; 2025Q1: 118,928 shares; 2025Q2: 118,390 shares; 2025Q3: 119,040 shares; 2025Q4: 113,683 shares 113,683 $21.7M 1.87% -5,357 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: 204,813 shares; 2024Q4: 33,037 shares; 2025Q1: 175,316 shares; 2025Q2: 290,334 shares; 2025Q3: 301,187 shares; 2025Q4: 368,439 shares 368,439 $21.6M 1.86% +67,252 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,420 shares; 2024Q4: 184,258 shares; 2025Q1: 210,846 shares; 2025Q2: 211,308 shares; 2025Q3: 234,213 shares; 2025Q4: 234,213 shares 234,213 $19.6M 1.68% 0 Timeline USMV 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: 143,229 shares; 2024Q4: 135,509 shares; 2025Q1: 135,399 shares; 2025Q2: 135,357 shares; 2025Q3: 174,337 shares; 2025Q4: 181,591 shares 181,591 $17.1M 1.47% +7,254 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: 24,899 shares; 2024Q4: 24,871 shares; 2025Q1: 24,877 shares; 2025Q2: 24,624 shares; 2025Q3: 24,166 shares; 2025Q4: 23,974 shares 23,974 $16.4M 1.41% -192 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: 53,008 shares; 2024Q4: 47,687 shares; 2025Q1: 47,263 shares; 2025Q2: 46,862 shares; 2025Q3: 46,669 shares; 2025Q4: 46,474 shares 46,474 $16.3M 1.4% -195 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: 227,813 shares; 2024Q4: 255,970 shares; 2025Q1: 321,424 shares; 2025Q2: 350,758 shares; 2025Q3: 324,311 shares; 2025Q4: 317,878 shares 317,878 $16M 1.38% -6,433 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,885 shares; 2024Q4: 840,100 shares; 2025Q1: 831,857 shares; 2025Q2: 788,850 shares; 2025Q3: 733,057 shares; 2025Q4: 727,579 shares 727,579 $14.1M 1.21% -5,478 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: 133,335 shares; 2024Q4: 133,335 shares; 2025Q1: 132,732 shares; 2025Q2: 154,303 shares; 2025Q3: 153,597 shares; 2025Q4: 152,981 shares 152,981 $13.7M 1.18% -616 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,175 shares; 2024Q4: 108,584 shares; 2025Q1: 111,523 shares; 2025Q2: 113,037 shares; 2025Q3: 116,008 shares; 2025Q4: 117,917 shares 117,917 $13.2M 1.13% +1,909 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,889 shares; 2024Q4: 136,334 shares; 2025Q1: 145,243 shares; 2025Q2: 146,720 shares; 2025Q3: 147,756 shares; 2025Q4: 146,417 shares 146,417 $12.6M 1.09% -1,339 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: 255,337 shares; 2024Q4: 249,974 shares; 2025Q1: 242,399 shares; 2025Q2: 236,911 shares; 2025Q3: 232,175 shares; 2025Q4: 226,728 shares 226,728 $12.5M 1.07% -5,447 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,549 shares; 2024Q4: 23,549 shares; 2025Q1: 23,576 shares; 2025Q2: 23,626 shares; 2025Q3: 23,526 shares; 2025Q4: 23,526 shares 23,526 $12M 1.03% 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: 45,874 shares; 2024Q4: 45,874 shares; 2025Q1: 38,617 shares; 2025Q2: 38,707 shares; 2025Q3: 38,468 shares; 2025Q4: 38,436 shares 38,436 $11.8M 1.02% -32 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: 42,665 shares; 2024Q4: 41,273 shares; 2025Q1: 40,468 shares; 2025Q2: 40,108 shares; 2025Q3: 39,298 shares; 2025Q4: 39,085 shares 39,085 $11.3M 0.98% -213 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: 17,919 shares; 2024Q4: 35,640 shares; 2025Q1: 37,593 shares; 2025Q2: 37,665 shares; 2025Q3: 37,609 shares; 2025Q4: 37,340 shares 37,340 $11.1M 0.95% -269 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: 19,182 shares; 2024Q4: 19,182 shares; 2025Q1: 19,211 shares; 2025Q2: 19,250 shares; 2025Q3: 19,187 shares; 2025Q4: 19,187 shares 19,187 $11M 0.95% 0 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: 129,853 shares; 2024Q4: 228,112 shares; 2025Q1: 243,206 shares; 2025Q2: 189,462 shares; 2025Q3: 196,367 shares; 2025Q4: 200,630 shares 200,630 $10.8M 0.93% +4,263 Timeline EEMV 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: 147,407 shares; 2024Q4: 147,585 shares; 2025Q1: 164,804 shares; 2025Q2: 167,657 shares; 2025Q3: 165,990 shares; 2025Q4: 162,185 shares 162,185 $10.4M 0.89% -3,805 Timeline EWJV 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: 328,106 shares; 2024Q4: 331,288 shares; 2025Q1: 311,668 shares; 2025Q2: 272,824 shares; 2025Q3: 265,074 shares; 2025Q4: 259,940 shares 259,940 $10.3M 0.89% -5,134 Timeline USFR 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: 233,722 shares; 2024Q4: 271,950 shares; 2025Q1: 270,649 shares; 2025Q2: 257,570 shares; 2025Q3: 210,537 shares; 2025Q4: 190,806 shares 190,806 $9.6M 0.83% -19,731 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,026 shares; 2024Q4: 19,320 shares; 2025Q1: 35,975 shares; 2025Q2: 36,332 shares; 2025Q3: 36,625 shares; 2025Q4: 37,673 shares 37,673 $9.43M 0.81% +1,048 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,999 shares; 2024Q4: 154,280 shares; 2025Q1: 155,404 shares; 2025Q2: 155,671 shares; 2025Q3: 156,124 shares; 2025Q4: 153,919 shares 153,919 $8.98M 0.77% -2,205 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,977 shares; 2024Q4: 445,977 shares; 2025Q1: 445,977 shares; 2025Q2: 446,841 shares; 2025Q3: 335,392 shares; 2025Q4: 335,392 shares 335,392 $8.78M 0.76% 0 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: 13,040 shares; 2024Q4: 12,985 shares; 2025Q1: 12,855 shares; 2025Q2: 12,843 shares; 2025Q3: 12,846 shares; 2025Q4: 12,751 shares 12,751 $8.45M 0.73% -95 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: 12,425 shares; 2024Q4: 12,425 shares; 2025Q1: 12,425 shares; 2025Q2: 12,446 shares; 2025Q3: 12,377 shares; 2025Q4: 12,362 shares 12,362 $8.08M 0.7% -15 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: 68,946 shares; 2024Q4: 68,562 shares; 2025Q1: 67,995 shares; 2025Q2: 67,889 shares; 2025Q3: 66,919 shares; 2025Q4: 66,919 shares 66,919 $8.05M 0.69% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,580 shares; 2025Q1: 89,122 shares; 2025Q2: 74,392 shares; 2025Q3: 95,816 shares; 2025Q4: 79,931 shares 79,931 $8.02M 0.69% -15,885 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,249 shares; 2024Q4: 105,120 shares; 2025Q1: 89,409 shares; 2025Q2: 87,970 shares; 2025Q3: 87,090 shares; 2025Q4: 83,937 shares 83,937 $7.89M 0.68% -3,153 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,416 shares; 2024Q4: 95,527 shares; 2025Q1: 98,795 shares; 2025Q2: 99,365 shares; 2025Q3: 100,815 shares; 2025Q4: 102,776 shares 102,776 $7.79M 0.67% +1,961 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,117 shares; 2024Q4: 99,117 shares; 2025Q1: 83,599 shares; 2025Q2: 83,371 shares; 2025Q3: 66,625 shares; 2025Q4: 66,625 shares 66,625 $7.77M 0.67% 0 Timeline TFLO 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: 39,792 shares; 2024Q4: 65,960 shares; 2025Q1: 69,424 shares; 2025Q2: 101,967 shares; 2025Q3: 157,278 shares; 2025Q4: 144,701 shares 144,701 $7.3M 0.63% -12,577 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,310 shares; 2025Q3: 10,935 shares; 2025Q4: 95,029 shares 95,029 $7.17M 0.62% +84,094 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,262 shares; 2024Q4: 21,175 shares; 2025Q1: 19,823 shares; 2025Q2: 19,647 shares; 2025Q3: 15,767 shares; 2025Q4: 15,734 shares 15,734 $7.13M 0.61% -33 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: 9,215 shares; 2024Q4: 9,154 shares; 2025Q1: 13,550 shares; 2025Q2: 13,287 shares; 2025Q3: 13,216 shares; 2025Q4: 20,246 shares 20,246 $6.79M 0.58% +7,030 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,908 shares; 2024Q4: 9,908 shares; 2025Q1: 9,908 shares; 2025Q2: 9,925 shares; 2025Q3: 9,897 shares; 2025Q4: 9,897 shares 9,897 $6.7M 0.58% 0 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: 6,182 shares; 2024Q4: 6,182 shares; 2025Q1: 6,182 shares; 2025Q2: 6,194 shares; 2025Q3: 6,174 shares; 2025Q4: 6,174 shares 6,174 $6.61M 0.57% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,382 shares; 2024Q4: 29,748 shares; 2025Q1: 44,205 shares; 2025Q2: 44,595 shares; 2025Q3: 44,790 shares; 2025Q4: 45,671 shares 45,671 $6.24M 0.54% +881 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,383 shares; 2024Q4: 123,383 shares; 2025Q1: 123,383 shares; 2025Q2: 123,621 shares; 2025Q3: 123,237 shares; 2025Q4: 74,760 shares 74,760 $6.08M 0.52% -48,477 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,802 shares; 2024Q4: 56,636 shares; 2025Q1: 55,673 shares; 2025Q2: 54,194 shares; 2025Q3: 54,027 shares; 2025Q4: 52,578 shares 52,578 $6.04M 0.52% -1,449 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,805 shares; 2024Q4: 8,448 shares; 2025Q1: 8,634 shares; 2025Q2: 8,371 shares; 2025Q3: 8,199 shares; 2025Q4: 6,452 shares 6,452 $6.02M 0.52% -1,747 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,057 shares; 2025Q3: 55,450 shares; 2025Q4: 54,756 shares 54,756 $5.86M 0.5% -694 Timeline PZA 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: 395,508 shares; 2024Q4: 369,518 shares; 2025Q1: 377,866 shares; 2025Q2: 259,342 shares; 2025Q3: 244,531 shares; 2025Q4: 244,125 shares 244,125 $5.66M 0.49% -406 Timeline INDA 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: 32,954 shares; 2024Q4: 32,954 shares; 2025Q1: 32,954 shares; 2025Q2: 104,467 shares; 2025Q3: 104,022 shares; 2025Q4: 104,022 shares 104,022 $5.62M 0.48% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,870 shares; 2024Q4: 85,870 shares; 2025Q1: 109,565 shares; 2025Q2: 109,912 shares; 2025Q3: 109,408 shares; 2025Q4: 109,408 shares 109,408 $5.56M 0.48% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,107 shares; 2024Q4: 23,156 shares; 2025Q1: 20,912 shares; 2025Q2: 17,990 shares; 2025Q3: 17,633 shares; 2025Q4: 16,045 shares 16,045 $5.55M 0.48% -1,588 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: 22,297 shares; 2024Q4: 22,297 shares; 2025Q1: 22,297 shares; 2025Q2: 22,414 shares; 2025Q3: 61,261 shares; 2025Q4: 60,636 shares 60,636 $5.55M 0.48% -625 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,293 shares; 2024Q4: 56,831 shares; 2025Q1: 50,246 shares; 2025Q2: 47,691 shares; 2025Q3: 47,962 shares; 2025Q4: 51,555 shares 51,555 $5.5M 0.47% +3,593 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: 109,245 shares; 2024Q4: 84,804 shares; 2025Q1: 84,804 shares; 2025Q2: 84,972 shares; 2025Q3: 63,975 shares; 2025Q4: 63,975 shares 63,975 $5.23M 0.45% 0 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: 12,654 shares; 2024Q4: 12,258 shares; 2025Q1: 12,285 shares; 2025Q2: 12,136 shares; 2025Q3: 12,029 shares; 2025Q4: 11,806 shares 11,806 $4.98M 0.43% -223 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,442 shares; 2024Q4: 74,069 shares; 2025Q1: 74,919 shares; 2025Q2: 79,279 shares; 2025Q3: 77,947 shares; 2025Q4: 100,743 shares 100,743 $4.98M 0.43% +22,796 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: 8,219 shares; 2024Q4: 16,438 shares; 2025Q1: 16,438 shares; 2025Q2: 16,469 shares; 2025Q3: 23,341 shares; 2025Q4: 26,954 shares 26,954 $4.96M 0.43% +3,613 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,125 shares; 2025Q2: 166,068 shares; 2025Q3: 164,000 shares; 2025Q4: 184,558 shares 184,558 $4.89M 0.42% +20,558 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,235 shares; 2024Q4: 58,566 shares; 2025Q1: 59,729 shares; 2025Q2: 58,715 shares; 2025Q3: 59,628 shares; 2025Q4: 59,339 shares 59,339 $4.88M 0.42% -289 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: 40,556 shares; 2024Q4: 40,556 shares; 2025Q1: 40,556 shares; 2025Q2: 42,633 shares; 2025Q3: 42,511 shares; 2025Q4: 42,511 shares 42,511 $4.74M 0.41% 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: 24,625 shares; 2024Q4: 24,625 shares; 2025Q1: 27,875 shares; 2025Q2: 27,940 shares; 2025Q3: 27,838 shares; 2025Q4: 27,838 shares 27,838 $4.46M 0.38% 0 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: 15,619 shares; 2024Q4: 15,619 shares; 2025Q1: 15,595 shares; 2025Q2: 21,243 shares; 2025Q3: 21,198 shares; 2025Q4: 21,355 shares 21,355 $4.42M 0.38% +157 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: not reported; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: 1,157 shares; 2025Q3: 13,932 shares; 2025Q4: 13,681 shares 13,681 $4.29M 0.37% -251 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,293 shares; 2024Q4: 40,392 shares; 2025Q1: 48,798 shares; 2025Q2: 54,351 shares; 2025Q3: 55,726 shares; 2025Q4: 57,162 shares 57,162 $4.07M 0.35% +1,436 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: 18,583 shares; 2024Q4: 18,583 shares; 2025Q1: 18,583 shares; 2025Q2: 18,618 shares; 2025Q3: 18,561 shares; 2025Q4: 18,561 shares 18,561 $4.07M 0.35% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,763 shares; 2024Q4: 68,336 shares; 2025Q1: 62,137 shares; 2025Q2: 61,708 shares; 2025Q3: 61,442 shares; 2025Q4: 58,465 shares 58,465 $4.06M 0.35% -2,977 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: 46,836 shares; 2024Q4: 46,836 shares; 2025Q1: 46,836 shares; 2025Q2: 46,924 shares; 2025Q3: 46,845 shares; 2025Q4: 34,549 shares 34,549 $3.93M 0.34% -12,296 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,585 shares; 2024Q4: 60,760 shares; 2025Q1: 59,862 shares; 2025Q2: 58,467 shares; 2025Q3: 57,178 shares; 2025Q4: 55,802 shares 55,802 $3.77M 0.32% -1,376 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,726 shares; 2024Q4: 22,726 shares; 2025Q1: 14,144 shares; 2025Q2: 14,181 shares; 2025Q3: 14,123 shares; 2025Q4: 14,123 shares 14,123 $3.62M 0.31% 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: 28,967 shares 28,967 $3.56M 0.31% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,313 shares; 2024Q4: 10,896 shares; 2025Q1: 10,684 shares; 2025Q2: 10,170 shares; 2025Q3: 9,862 shares; 2025Q4: 9,730 shares 9,730 $3.43M 0.3% -132 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 55,065 shares 55,065 $3.37M 0.29% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,071 shares; 2024Q4: 12,900 shares; 2025Q1: 13,000 shares; 2025Q2: 13,043 shares; 2025Q3: 16,598 shares; 2025Q4: 16,047 shares 16,047 $3.26M 0.28% -551 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,233 shares; 2024Q4: 79,233 shares; 2025Q1: 149,045 shares; 2025Q2: 149,257 shares; 2025Q3: 77,813 shares; 2025Q4: 82,531 shares 82,531 $3.17M 0.27% +4,718 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: not reported; 2024Q4: 14,634 shares; 2025Q1: 14,634 shares; 2025Q2: 14,662 shares; 2025Q3: 14,615 shares; 2025Q4: 14,615 shares 14,615 $3.13M 0.27% 0 Timeline EQT EQT CORP More: the full row for EQT 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: 18,070 shares; 2025Q3: 17,921 shares; 2025Q4: 58,183 shares 58,183 $3.12M 0.27% +40,262 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: 27,306 shares; 2024Q4: 24,314 shares; 2025Q1: 24,190 shares; 2025Q2: 23,594 shares; 2025Q3: 22,169 shares; 2025Q4: 21,552 shares 21,552 $3.1M 0.27% -617 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,028 shares; 2024Q4: 23,428 shares; 2025Q1: 22,825 shares; 2025Q2: 22,065 shares; 2025Q3: 17,573 shares; 2025Q4: 17,084 shares 17,084 $3.08M 0.26% -489 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,638 shares 17,638 $2.98M 0.26% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,568 shares; 2024Q4: 15,489 shares; 2025Q1: 15,489 shares; 2025Q2: 14,263 shares; 2025Q3: 14,218 shares; 2025Q4: 14,218 shares 14,218 $2.97M 0.26% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 43,456 shares; 2025Q4: 43,456 shares 43,456 $2.79M 0.24% 0 Timeline EUFN 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: 38,946 shares; 2025Q2: 75,428 shares; 2025Q3: 74,878 shares; 2025Q4: 75,044 shares 75,044 $2.78M 0.24% +166 Timeline TLH 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: 23,599 shares; 2025Q3: 22,575 shares; 2025Q4: 25,469 shares 25,469 $2.59M 0.22% +2,894 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,812 shares; 2024Q4: 69,812 shares; 2025Q1: 69,812 shares; 2025Q2: 69,723 shares; 2025Q3: 69,498 shares; 2025Q4: 73,143 shares 73,143 $2.58M 0.22% +3,645 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,492 shares; 2024Q4: 26,958 shares; 2025Q1: 26,671 shares; 2025Q2: 26,446 shares; 2025Q3: 24,931 shares; 2025Q4: 25,109 shares 25,109 $2.49M 0.21% +178 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: 2,434 shares; 2024Q4: 2,434 shares; 2025Q1: 2,434 shares; 2025Q2: 2,494 shares; 2025Q3: 10,345 shares; 2025Q4: 10,345 shares 10,345 $2.36M 0.2% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,684 shares; 2024Q4: 50,304 shares; 2025Q1: 49,373 shares; 2025Q2: 45,713 shares; 2025Q3: 46,250 shares; 2025Q4: 45,730 shares 45,730 $2.36M 0.2% -520 Timeline BAB 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: 133,903 shares; 2024Q4: 72,119 shares; 2025Q1: 65,346 shares; 2025Q2: 64,267 shares; 2025Q3: 71,924 shares; 2025Q4: 83,261 shares 83,261 $2.26M 0.19% +11,337 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: 2,634 shares; 2024Q4: 2,634 shares; 2025Q1: 2,634 shares; 2025Q2: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 2,446 shares 2,446 $2.15M 0.18% -188 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 19,818 shares; 2025Q2: 19,469 shares; 2025Q3: not reported; 2025Q4: 26,697 shares 26,697 $2.13M 0.18% new 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: 39,091 shares; 2024Q4: 37,872 shares; 2025Q1: 37,376 shares; 2025Q2: 35,154 shares; 2025Q3: 33,526 shares; 2025Q4: 28,814 shares 28,814 $2.12M 0.18% -4,712 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,286 shares; 2024Q4: 39,005 shares; 2025Q1: 38,505 shares; 2025Q2: 38,505 shares; 2025Q3: 33,792 shares; 2025Q4: 33,708 shares 33,708 $2.02M 0.17% -84 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,674 shares; 2024Q4: 9,674 shares; 2025Q1: 9,674 shares; 2025Q2: 8,372 shares; 2025Q3: 8,372 shares; 2025Q4: 14,555 shares 14,555 $1.91M 0.16% +6,183 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: 13,985 shares; 2024Q4: 11,329 shares; 2025Q1: 10,518 shares; 2025Q2: 10,514 shares; 2025Q3: 7,424 shares; 2025Q4: 7,331 shares 7,331 $1.89M 0.16% -93 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,909 shares; 2024Q4: 50,676 shares; 2025Q1: 56,040 shares; 2025Q2: 58,266 shares; 2025Q3: 60,245 shares; 2025Q4: 74,469 shares 74,469 $1.81M 0.16% +14,224 Timeline CTLP CANTALOUPE INC More: the full row for CANTALOUPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193,172 shares; 2025Q1: 182,267 shares; 2025Q2: 182,703 shares; 2025Q3: 175,665 shares; 2025Q4: 162,243 shares 162,243 $1.72M 0.15% -13,422 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: not reported; 2024Q4: 11,447 shares; 2025Q1: 11,447 shares; 2025Q2: 11,469 shares; 2025Q3: 11,437 shares; 2025Q4: 8,460 shares 8,460 $1.64M 0.14% -2,977 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,186 shares; 2025Q3: 23,186 shares; 2025Q4: 23,186 shares 23,186 $1.62M 0.14% 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: 16,582 shares; 2024Q4: 16,582 shares; 2025Q1: 16,582 shares; 2025Q2: 16,582 shares; 2025Q3: 16,582 shares; 2025Q4: 16,582 shares 16,582 $1.61M 0.14% 0 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: 153,704 shares; 2024Q4: 139,020 shares; 2025Q1: 112,222 shares; 2025Q2: 5,692 shares; 2025Q3: 5,651 shares; 2025Q4: 5,769 shares 5,769 $1.57M 0.13% +118 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,106 shares; 2024Q4: 36,552 shares; 2025Q1: 67,709 shares; 2025Q2: 58,347 shares; 2025Q3: 61,251 shares; 2025Q4: 62,035 shares 62,035 $1.43M 0.12% +784 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: 1,217 shares; 2024Q4: 3,255 shares; 2025Q1: 3,255 shares; 2025Q2: 2,885 shares; 2025Q3: 2,809 shares; 2025Q4: 2,791 shares 2,791 $1.32M 0.11% -18 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: 15,496 shares; 2024Q4: 15,496 shares; 2025Q1: 15,496 shares; 2025Q2: 15,496 shares; 2025Q3: 15,496 shares; 2025Q4: 15,496 shares 15,496 $1.21M 0.1% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,966 shares; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 8,966 shares; 2025Q4: 8,966 shares 8,966 $1.18M 0.1% 0 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: 1,140 shares; 2024Q4: 6,340 shares; 2025Q1: 6,340 shares; 2025Q2: 5,320 shares; 2025Q3: 5,183 shares; 2025Q4: 5,183 shares 5,183 $1.09M 0.09% 0 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS 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: 9,300 shares 9,300 $1.01M 0.09% new 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: 2,035 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,975 shares; 2025Q3: 1,925 shares; 2025Q4: 1,988 shares 1,988 $999K 0.09% +63 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: 4,510 shares; 2024Q4: 4,505 shares; 2025Q1: 4,498 shares; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 4,498 shares 4,498 $989K 0.09% 0 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: 43,481 shares; 2024Q4: 43,661 shares; 2025Q1: 40,507 shares; 2025Q2: 49,649 shares; 2025Q3: 10,762 shares; 2025Q4: 21,433 shares 21,433 $958K 0.08% +10,671 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,026 shares; 2024Q4: 25,026 shares; 2025Q1: 19,915 shares; 2025Q2: 18,431 shares; 2025Q3: 18,026 shares; 2025Q4: 8,711 shares 8,711 $831K 0.07% -9,315 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: 2,708 shares; 2024Q4: 2,584 shares; 2025Q1: 2,584 shares; 2025Q2: 2,584 shares; 2025Q3: 2,584 shares; 2025Q4: 2,584 shares 2,584 $814K 0.07% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,248 shares; 2025Q1: 19,248 shares; 2025Q2: 19,248 shares; 2025Q3: 19,248 shares; 2025Q4: 19,248 shares 19,248 $762K 0.07% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,565 shares; 2025Q1: 3,565 shares; 2025Q2: 3,565 shares; 2025Q3: 3,565 shares; 2025Q4: 3,565 shares 3,565 $756K 0.07% 0 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: 2,881 shares; 2024Q4: 2,881 shares; 2025Q1: 2,881 shares; 2025Q2: 2,881 shares; 2025Q3: 2,881 shares; 2025Q4: 2,881 shares 2,881 $610K 0.05% 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: 1,555 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares 1,790 $578K 0.05% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES 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: 13,703 shares; 2025Q2: 13,703 shares; 2025Q3: 13,703 shares; 2025Q4: 14,536 shares 14,536 $495K 0.04% +833 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: not reported; 2024Q4: 3,655 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $493K 0.04% 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: not reported; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $437K 0.04% 0 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,575 shares 5,575 $421K 0.04% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,872 shares; 2025Q3: 2,872 shares; 2025Q4: 2,872 shares 2,872 $381K 0.03% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,355 shares; 2025Q4: 1,245 shares 1,245 $365K 0.03% -110 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares 446 $344K 0.03% 0 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: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,657 shares; 2025Q4: 1,657 shares 1,657 $316K 0.03% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 4,926 shares 4,926 $299K 0.03% 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: 1,612 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares 1,612 $296K 0.03% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 4,197 shares; 2025Q1: 4,197 shares; 2025Q2: 4,197 shares; 2025Q3: 4,197 shares; 2025Q4: 4,197 shares 4,197 $291K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares 607 $283K 0.02% 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: 7,720 shares; 2024Q4: 7,720 shares; 2025Q1: 7,720 shares; 2025Q2: 7,720 shares; 2025Q3: 7,720 shares; 2025Q4: 7,720 shares 7,720 $248K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 796 shares 796 $230K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 263 shares 263 $216K 0.02% 0 Timeline VSS 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: 2,271 shares; 2024Q4: 2,198 shares; 2025Q1: 2,110 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 1,426 shares 1,426 $204K 0.02% -641 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares 237 $204K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,419 shares; 2025Q1: not reported; 2025Q2: 5,419 shares; 2025Q3: not reported; 2025Q4: 4,303 shares 4,303 $200K 0.02% new Timeline