DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,595,895 shares; 2025Q1: 11,812,257 shares; 2025Q2: 12,781,699 shares; 2025Q3: 13,520,639 shares; 2025Q4: 13,914,954 shares 13,914,954 $551M 10.89% +394,315 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332,083 shares; 2025Q1: 396,108 shares; 2025Q2: 430,143 shares; 2025Q3: 465,069 shares; 2025Q4: 688,831 shares 688,831 $231M 4.56% +223,762 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,671,180 shares; 2025Q1: 2,694,401 shares; 2025Q2: 3,396,458 shares; 2025Q3: 4,002,899 shares; 2025Q4: 4,509,681 shares 4,509,681 $216M 4.27% +506,782 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,802,429 shares; 2025Q1: 3,254,844 shares; 2025Q2: 3,646,621 shares; 2025Q3: 3,947,017 shares; 2025Q4: 4,296,455 shares 4,296,455 $148M 2.93% +349,438 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,815,851 shares; 2025Q1: 1,698,621 shares; 2025Q2: 1,621,727 shares; 2025Q3: 1,512,690 shares; 2025Q4: 1,661,574 shares 1,661,574 $131M 2.59% +148,884 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,518,825 shares; 2025Q1: 1,499,836 shares; 2025Q2: 1,534,506 shares; 2025Q3: 1,607,276 shares; 2025Q4: 1,653,788 shares 1,653,788 $122M 2.42% +46,512 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,909,521 shares; 2025Q1: 2,040,511 shares; 2025Q2: 2,148,340 shares; 2025Q3: 2,306,121 shares; 2025Q4: 2,604,385 shares 2,604,385 $111M 2.19% +298,264 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,263,137 shares; 2025Q1: 1,240,949 shares; 2025Q2: 1,282,443 shares; 2025Q3: 1,623,738 shares; 2025Q4: 1,735,240 shares 1,735,240 $108M 2.14% +111,502 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 327,261 shares; 2025Q1: 936,969 shares; 2025Q2: 1,348,633 shares; 2025Q3: 1,670,184 shares; 2025Q4: 1,935,630 shares 1,935,630 $102M 2.01% +265,446 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,080,414 shares; 2025Q1: 1,266,007 shares; 2025Q2: 1,373,980 shares; 2025Q3: 1,671,450 shares; 2025Q4: 1,883,128 shares 1,883,128 $101M 2% +211,678 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 532,179 shares; 2025Q1: 1,429,319 shares; 2025Q2: 1,902,011 shares; 2025Q3: 2,302,455 shares; 2025Q4: 2,598,242 shares 2,598,242 $98.8M 1.95% +295,787 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,677,344 shares; 2025Q1: 1,637,566 shares; 2025Q2: 1,657,077 shares; 2025Q3: 1,655,470 shares; 2025Q4: 1,649,140 shares 1,649,140 $98.2M 1.94% -6,330 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 658,494 shares; 2025Q1: 715,546 shares; 2025Q2: 1,177,252 shares; 2025Q3: 1,162,120 shares; 2025Q4: 1,224,259 shares 1,224,259 $90.8M 1.79% +62,139 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,754 shares; 2025Q1: 125,999 shares; 2025Q2: 209,360 shares; 2025Q3: 254,583 shares; 2025Q4: 285,228 shares 285,228 $88.1M 1.74% +30,645 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,509 shares; 2025Q1: 113,837 shares; 2025Q2: 184,366 shares; 2025Q3: 194,289 shares; 2025Q4: 254,471 shares 254,471 $69.2M 1.37% +60,182 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208,268 shares; 2025Q1: 477,685 shares; 2025Q2: 657,632 shares; 2025Q3: 771,152 shares; 2025Q4: 854,577 shares 854,577 $65.8M 1.3% +83,425 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407,144 shares; 2025Q1: 323,304 shares; 2025Q2: 327,444 shares; 2025Q3: 288,653 shares; 2025Q4: 241,091 shares 241,091 $60.6M 1.2% -47,562 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,281 shares; 2025Q1: 12,967 shares; 2025Q2: 50,281 shares; 2025Q3: 79,245 shares; 2025Q4: 84,439 shares 84,439 $57.6M 1.14% +5,194 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,259,301 shares; 2025Q1: 1,230,119 shares; 2025Q2: 1,209,385 shares; 2025Q3: 1,167,192 shares; 2025Q4: 1,145,849 shares 1,145,849 $57.2M 1.13% -21,343 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: restricted; 2024Q4: 256,547 shares; 2025Q1: 409,567 shares; 2025Q2: 542,167 shares; 2025Q3: 632,451 shares; 2025Q4: 682,150 shares 682,150 $56.2M 1.11% +49,699 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,186,969 shares; 2025Q1: 1,719,141 shares; 2025Q2: 1,413,879 shares; 2025Q3: 1,194,324 shares; 2025Q4: 1,083,328 shares 1,083,328 $52.3M 1.03% -110,996 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,390 shares; 2025Q1: 78,753 shares; 2025Q2: 79,821 shares; 2025Q3: 83,743 shares; 2025Q4: 102,628 shares 102,628 $49.6M 0.98% +18,885 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,398,252 shares; 2025Q1: 1,358,092 shares; 2025Q2: 1,359,330 shares; 2025Q3: 1,334,738 shares; 2025Q4: 1,372,117 shares 1,372,117 $45.4M 0.9% +37,379 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,367 shares; 2025Q1: 719,582 shares; 2025Q2: 980,236 shares; 2025Q3: 1,178,511 shares; 2025Q4: 1,318,903 shares 1,318,903 $45.1M 0.89% +140,392 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: restricted; 2024Q4: 282,138 shares; 2025Q1: 380,837 shares; 2025Q2: 422,074 shares; 2025Q3: 446,632 shares; 2025Q4: 470,399 shares 470,399 $44.2M 0.87% +23,767 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: restricted; 2024Q4: 273,018 shares; 2025Q1: 314,352 shares; 2025Q2: 332,223 shares; 2025Q3: 397,670 shares; 2025Q4: 411,059 shares 411,059 $43.9M 0.87% +13,389 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,277 shares; 2025Q1: 6,831 shares; 2025Q2: 68,770 shares; 2025Q3: 280,579 shares; 2025Q4: 289,443 shares 289,443 $41.5M 0.82% +8,864 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274,810 shares; 2025Q1: 707,883 shares; 2025Q2: 930,719 shares; 2025Q3: 1,131,564 shares; 2025Q4: 1,280,570 shares 1,280,570 $40.5M 0.8% +149,006 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: restricted; 2024Q4: 9,190 shares; 2025Q1: 26,491 shares; 2025Q2: 35,379 shares; 2025Q3: 56,990 shares; 2025Q4: 64,050 shares 64,050 $40.2M 0.79% +7,060 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,555 shares; 2025Q1: 263,008 shares; 2025Q2: 317,608 shares; 2025Q3: 409,786 shares; 2025Q4: 447,787 shares 447,787 $40.1M 0.79% +38,001 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,905 shares; 2025Q1: 240,656 shares; 2025Q2: 390,604 shares; 2025Q3: 707,670 shares; 2025Q4: 814,422 shares 814,422 $39.7M 0.78% +106,752 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,315 shares; 2025Q1: 57,317 shares; 2025Q2: 77,374 shares; 2025Q3: 129,774 shares; 2025Q4: 135,255 shares 135,255 $39.3M 0.78% +5,481 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,773 shares; 2025Q1: 196,335 shares; 2025Q2: 189,993 shares; 2025Q3: 204,461 shares; 2025Q4: 204,929 shares 204,929 $39.1M 0.77% +468 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,689 shares; 2025Q1: 319,588 shares; 2025Q2: 517,317 shares; 2025Q3: 662,537 shares; 2025Q4: 826,561 shares 826,561 $38.5M 0.76% +164,024 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,304 shares; 2025Q3: 84,245 shares; 2025Q4: 84,491 shares 84,491 $37.6M 0.74% +246 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 872,892 shares; 2025Q1: 1,060,948 shares; 2025Q2: 1,174,996 shares; 2025Q3: 1,157,500 shares; 2025Q4: 1,113,787 shares 1,113,787 $36.5M 0.72% -43,713 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,573 shares; 2025Q1: 59,585 shares; 2025Q2: 81,694 shares; 2025Q3: 136,564 shares; 2025Q4: 140,905 shares 140,905 $36.3M 0.72% +4,341 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,754 shares; 2025Q1: 510,167 shares; 2025Q2: 837,816 shares; 2025Q3: 1,073,058 shares; 2025Q4: 1,336,604 shares 1,336,604 $34.4M 0.68% +263,546 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: restricted; 2024Q4: 486,509 shares; 2025Q1: 485,458 shares; 2025Q2: 833,172 shares; 2025Q3: 821,903 shares; 2025Q4: 738,218 shares 738,218 $34.4M 0.68% -83,685 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: restricted; 2024Q4: 5,546 shares; 2025Q1: 145,393 shares; 2025Q2: 185,756 shares; 2025Q3: 230,445 shares; 2025Q4: 273,676 shares 273,676 $33.3M 0.66% +43,231 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266,979 shares; 2025Q1: 203,095 shares; 2025Q2: 175,423 shares; 2025Q3: 152,590 shares; 2025Q4: 132,937 shares 132,937 $33.3M 0.66% -19,653 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552,649 shares; 2025Q1: 643,483 shares; 2025Q2: 611,392 shares; 2025Q3: 656,842 shares; 2025Q4: 681,896 shares 681,896 $32.8M 0.65% +25,054 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: restricted; 2024Q4: 136,098 shares; 2025Q1: 131,783 shares; 2025Q2: 121,747 shares; 2025Q3: 367,170 shares; 2025Q4: 394,423 shares 394,423 $31.4M 0.62% +27,253 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237,702 shares; 2025Q1: 222,191 shares; 2025Q2: 243,421 shares; 2025Q3: 340,291 shares; 2025Q4: 360,867 shares 360,867 $30.2M 0.6% +20,576 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,671 shares; 2025Q1: 99,674 shares; 2025Q2: 102,206 shares; 2025Q3: 104,807 shares; 2025Q4: 244,585 shares 244,585 $29.6M 0.58% +139,778 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,212 shares; 2025Q1: 45,122 shares; 2025Q2: 185,550 shares; 2025Q3: 602,063 shares; 2025Q4: 648,230 shares 648,230 $28.8M 0.57% +46,167 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,479 shares; 2025Q1: 246,276 shares; 2025Q2: 461,736 shares; 2025Q3: 713,148 shares; 2025Q4: 1,181,289 shares 1,181,289 $28M 0.55% +468,141 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,936 shares; 2025Q1: 213,009 shares; 2025Q2: 313,146 shares; 2025Q3: 410,591 shares; 2025Q4: 520,429 shares 520,429 $26M 0.51% +109,838 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,733 shares; 2025Q1: 236,528 shares; 2025Q2: 251,761 shares; 2025Q3: 327,930 shares; 2025Q4: 366,904 shares 366,904 $24.2M 0.48% +38,974 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,385 shares; 2025Q1: 31,827 shares; 2025Q2: 26,953 shares; 2025Q3: 50,778 shares; 2025Q4: 51,155 shares 51,155 $24.2M 0.48% +377 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: restricted; 2024Q4: 269,848 shares; 2025Q1: 218,001 shares; 2025Q2: 196,264 shares; 2025Q3: 179,274 shares; 2025Q4: 168,745 shares 168,745 $24.2M 0.48% -10,529 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 449,839 shares; 2025Q4: 462,858 shares 462,858 $22M 0.43% +13,019 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,805 shares; 2025Q1: 4,074 shares; 2025Q2: 37,648 shares; 2025Q3: 37,880 shares; 2025Q4: 35,719 shares 35,719 $21.9M 0.43% -2,161 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: restricted; 2024Q4: 300,051 shares; 2025Q1: 337,840 shares; 2025Q2: 365,872 shares; 2025Q3: 389,615 shares; 2025Q4: 434,264 shares 434,264 $21.8M 0.43% +44,649 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,074 shares; 2025Q1: 121,905 shares; 2025Q2: 152,372 shares; 2025Q3: 199,216 shares; 2025Q4: 226,050 shares 226,050 $21.8M 0.43% +26,834 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,415 shares; 2025Q1: 119,827 shares; 2025Q2: 201,785 shares; 2025Q3: 250,049 shares; 2025Q4: 281,549 shares 281,549 $21.3M 0.42% +31,500 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,858 shares; 2025Q1: 10,025 shares; 2025Q2: 74,543 shares; 2025Q3: 76,272 shares; 2025Q4: 65,480 shares 65,480 $20.5M 0.41% -10,792 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,682 shares; 2025Q1: 11,463 shares; 2025Q2: 29,777 shares; 2025Q3: 41,900 shares; 2025Q4: 41,003 shares 41,003 $20M 0.4% -897 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: restricted; 2024Q4: 485,112 shares; 2025Q1: 469,607 shares; 2025Q2: 439,854 shares; 2025Q3: 395,091 shares; 2025Q4: 403,232 shares 403,232 $19.9M 0.39% +8,141 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,861 shares; 2025Q3: 338,382 shares; 2025Q4: 347,881 shares 347,881 $19.9M 0.39% +9,499 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242,902 shares; 2025Q1: 213,479 shares; 2025Q2: 175,564 shares; 2025Q3: 169,352 shares; 2025Q4: 181,727 shares 181,727 $19.5M 0.38% +12,375 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 190,561 shares; 2025Q1: 189,041 shares; 2025Q2: 170,903 shares; 2025Q3: 170,485 shares; 2025Q4: 173,402 shares 173,402 $19.4M 0.38% +2,917 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,865 shares; 2025Q1: 90,720 shares; 2025Q2: 93,208 shares; 2025Q3: 97,783 shares; 2025Q4: 103,578 shares 103,578 $19.3M 0.38% +5,795 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,373 shares; 2025Q1: 214,386 shares; 2025Q2: 356,213 shares; 2025Q3: 449,832 shares; 2025Q4: 561,093 shares 561,093 $19M 0.37% +111,261 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,547 shares; 2025Q1: 368,024 shares; 2025Q2: 424,481 shares; 2025Q3: 477,386 shares; 2025Q4: 766,927 shares 766,927 $17.5M 0.35% +289,541 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,178 shares; 2025Q1: 39,631 shares; 2025Q2: 105,909 shares; 2025Q3: 366,095 shares; 2025Q4: 368,751 shares 368,751 $17.1M 0.34% +2,656 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,028 shares; 2025Q1: 39,759 shares; 2025Q2: 62,874 shares; 2025Q3: 155,087 shares; 2025Q4: 156,177 shares 156,177 $15.9M 0.31% +1,090 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: restricted; 2024Q4: 148,171 shares; 2025Q1: 113,352 shares; 2025Q2: 98,353 shares; 2025Q3: 86,619 shares; 2025Q4: 79,802 shares 79,802 $15.9M 0.31% -6,817 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 179,105 shares; 2025Q1: 174,606 shares; 2025Q2: 171,012 shares; 2025Q3: 192,846 shares; 2025Q4: 202,986 shares 202,986 $15.3M 0.3% +10,140 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,589 shares; 2025Q1: 56,372 shares; 2025Q2: 44,658 shares; 2025Q3: 73,272 shares; 2025Q4: 71,858 shares 71,858 $15.1M 0.3% -1,414 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: restricted; 2024Q4: 17,373 shares; 2025Q1: 16,952 shares; 2025Q2: 17,174 shares; 2025Q3: 8,163 shares; 2025Q4: 192,483 shares 192,483 $15M 0.3% +184,320 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,170 shares; 2025Q1: 17,819 shares; 2025Q2: 25,245 shares; 2025Q3: 27,841 shares; 2025Q4: 29,240 shares 29,240 $14.7M 0.29% +1,399 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,858 shares 85,858 $14.2M 0.28% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,790 shares; 2025Q3: 126,231 shares; 2025Q4: 128,579 shares 128,579 $14.2M 0.28% +2,348 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,685 shares; 2025Q1: 62,191 shares; 2025Q2: 60,690 shares; 2025Q3: 62,261 shares; 2025Q4: 61,809 shares 61,809 $13.6M 0.27% -452 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,740 shares; 2025Q1: 172,685 shares; 2025Q2: 175,241 shares; 2025Q3: 200,724 shares; 2025Q4: 223,174 shares 223,174 $13.1M 0.26% +22,450 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,137 shares; 2025Q1: 10,218 shares; 2025Q2: 12,323 shares; 2025Q3: 106,542 shares; 2025Q4: 105,220 shares 105,220 $13M 0.26% -1,322 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,305 shares; 2025Q1: not reported; 2025Q2: 17,743 shares; 2025Q3: 70,747 shares; 2025Q4: 72,598 shares 72,598 $12.9M 0.25% +1,851 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,158 shares; 2025Q1: 63,339 shares; 2025Q2: 64,066 shares; 2025Q3: 65,073 shares; 2025Q4: 60,684 shares 60,684 $12.9M 0.25% -4,389 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,728 shares; 2025Q1: 198,694 shares; 2025Q2: 217,472 shares; 2025Q3: 248,432 shares; 2025Q4: 294,691 shares 294,691 $12.8M 0.25% +46,259 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,235 shares; 2025Q3: 232,771 shares; 2025Q4: 262,335 shares 262,335 $12.4M 0.25% +29,564 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,788 shares; 2025Q1: 51,820 shares; 2025Q2: 49,377 shares; 2025Q3: 187,574 shares; 2025Q4: 179,969 shares 179,969 $12.1M 0.24% -7,605 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,515 shares; 2025Q1: 12,820 shares; 2025Q2: 42,075 shares; 2025Q3: 44,487 shares; 2025Q4: 37,976 shares 37,976 $11.9M 0.23% -6,511 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,965 shares; 2025Q1: 100,965 shares; 2025Q2: 95,998 shares; 2025Q3: 84,698 shares; 2025Q4: 79,606 shares 79,606 $11.9M 0.23% -5,092 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 457,947 shares; 2025Q1: 344,465 shares; 2025Q2: 295,661 shares; 2025Q3: 254,986 shares; 2025Q4: 235,416 shares 235,416 $11.3M 0.22% -19,570 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,069 shares; 2025Q1: 101,464 shares; 2025Q2: 92,933 shares; 2025Q3: 84,522 shares; 2025Q4: 156,741 shares 156,741 $11.2M 0.22% +72,219 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: restricted; 2024Q4: 264,526 shares; 2025Q1: 198,936 shares; 2025Q2: 167,403 shares; 2025Q3: 141,035 shares; 2025Q4: 118,822 shares 118,822 $11.2M 0.22% -22,213 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,736 shares; 2025Q3: 104,713 shares; 2025Q4: 144,294 shares 144,294 $10.9M 0.22% +39,581 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 530,221 shares; 2025Q1: 401,492 shares; 2025Q2: 338,287 shares; 2025Q3: 291,479 shares; 2025Q4: 260,903 shares 260,903 $10.9M 0.21% -30,576 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,066 shares; 2025Q1: 36,220 shares; 2025Q2: 37,313 shares; 2025Q3: 39,519 shares; 2025Q4: 45,356 shares 45,356 $10.5M 0.21% +5,837 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194,311 shares; 2025Q1: 192,080 shares; 2025Q2: 195,734 shares; 2025Q3: 211,382 shares; 2025Q4: 215,782 shares 215,782 $10.3M 0.2% +4,400 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,429 shares; 2025Q1: 6,432 shares; 2025Q2: 6,190 shares; 2025Q3: 6,192 shares; 2025Q4: 26,542 shares 26,542 $10.3M 0.2% +20,350 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,403 shares; 2025Q3: 190,402 shares; 2025Q4: 216,036 shares 216,036 $9.95M 0.2% +25,634 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,638 shares; 2025Q3: 171,611 shares; 2025Q4: 195,167 shares 195,167 $9.92M 0.2% +23,556 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 653 shares; 2025Q2: 16,246 shares; 2025Q3: 16,680 shares; 2025Q4: 17,371 shares 17,371 $9.92M 0.2% +691 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,666 shares; 2025Q1: 72,433 shares; 2025Q2: 67,682 shares; 2025Q3: 79,153 shares; 2025Q4: 81,456 shares 81,456 $9.79M 0.19% +2,303 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,594 shares 57,594 $9.72M 0.19% new Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,972 shares; 2025Q1: 87,890 shares; 2025Q2: 98,127 shares; 2025Q3: 108,268 shares; 2025Q4: 127,508 shares 127,508 $9.43M 0.19% +19,240 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113,362 shares; 2025Q1: 145,116 shares; 2025Q2: 154,343 shares; 2025Q3: 191,760 shares; 2025Q4: 212,458 shares 212,458 $9.1M 0.18% +20,698 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,693 shares; 2025Q1: 30,268 shares; 2025Q2: 38,114 shares; 2025Q3: 36,164 shares; 2025Q4: 121,875 shares 121,875 $8.97M 0.18% +85,711 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 335,980 shares; 2025Q2: 346,258 shares; 2025Q3: 381,871 shares; 2025Q4: 377,553 shares 377,553 $8.93M 0.18% -4,318 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,303 shares; 2025Q1: 28,399 shares; 2025Q2: 28,871 shares; 2025Q3: 28,528 shares; 2025Q4: 26,466 shares 26,466 $8.91M 0.18% -2,062 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,931 shares; 2025Q1: 97,116 shares; 2025Q2: 175,439 shares; 2025Q3: 217,257 shares; 2025Q4: 394,615 shares 394,615 $8.87M 0.18% +177,358 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,544 shares; 2025Q1: 148,318 shares; 2025Q2: 141,072 shares; 2025Q3: 132,225 shares; 2025Q4: 122,155 shares 122,155 $8.72M 0.17% -10,070 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,548 shares; 2025Q1: 244,636 shares; 2025Q2: 258,996 shares; 2025Q3: 280,865 shares; 2025Q4: 323,640 shares 323,640 $8.55M 0.17% +42,775 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,301 shares; 2025Q1: 99,626 shares; 2025Q2: 109,714 shares; 2025Q3: 114,526 shares; 2025Q4: 122,591 shares 122,591 $8.05M 0.16% +8,065 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,224 shares; 2025Q1: 173,826 shares; 2025Q2: 165,460 shares; 2025Q3: 180,871 shares; 2025Q4: 159,273 shares 159,273 $7.94M 0.16% -21,598 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,255 shares; 2025Q1: 166,051 shares; 2025Q2: 167,513 shares; 2025Q3: 173,633 shares; 2025Q4: 188,708 shares 188,708 $7.84M 0.15% +15,075 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: restricted; 2024Q4: 35,026 shares; 2025Q1: 34,626 shares; 2025Q2: 38,695 shares; 2025Q3: 37,243 shares; 2025Q4: 55,537 shares 55,537 $7.83M 0.15% +18,294 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,759 shares; 2025Q1: 166,241 shares; 2025Q2: 165,783 shares; 2025Q3: 158,107 shares; 2025Q4: 204,700 shares 204,700 $7.8M 0.15% +46,593 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,063 shares; 2025Q1: 83,896 shares; 2025Q2: 83,813 shares; 2025Q3: 79,129 shares; 2025Q4: 79,480 shares 79,480 $7.56M 0.15% +351 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: restricted; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $7.55M 0.15% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,940 shares; 2025Q1: 108,335 shares; 2025Q2: 108,353 shares; 2025Q3: 107,931 shares; 2025Q4: 107,656 shares 107,656 $7.23M 0.14% -275 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,145 shares; 2025Q1: 9,463 shares; 2025Q2: 8,893 shares; 2025Q3: 9,143 shares; 2025Q4: 18,164 shares 18,164 $7.2M 0.14% +9,021 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,607 shares; 2025Q1: 12,696 shares; 2025Q2: 22,284 shares; 2025Q3: 23,089 shares; 2025Q4: 22,180 shares 22,180 $7.15M 0.14% -909 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,371 shares; 2025Q1: 112,138 shares; 2025Q2: 95,223 shares; 2025Q3: 80,810 shares; 2025Q4: 72,665 shares 72,665 $7.06M 0.14% -8,145 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,652 shares; 2025Q3: 117,575 shares; 2025Q4: 140,338 shares 140,338 $6.83M 0.14% +22,763 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,277 shares; 2025Q1: 78,640 shares; 2025Q2: 85,659 shares; 2025Q3: 109,449 shares; 2025Q4: 128,555 shares 128,555 $6.66M 0.13% +19,106 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: restricted; 2024Q4: 220,041 shares; 2025Q1: 219,793 shares; 2025Q2: 226,647 shares; 2025Q3: 234,704 shares; 2025Q4: 260,094 shares 260,094 $6.56M 0.13% +25,390 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,335 shares; 2025Q1: 27,649 shares; 2025Q2: 28,828 shares; 2025Q3: 30,487 shares; 2025Q4: 31,417 shares 31,417 $6.5M 0.13% +930 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,280 shares; 2025Q1: 48,091 shares; 2025Q2: 43,476 shares; 2025Q3: 43,486 shares; 2025Q4: 43,414 shares 43,414 $6.46M 0.13% -72 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: restricted; 2024Q4: 782,878 shares; 2025Q1: 452,016 shares; 2025Q2: 356,834 shares; 2025Q3: 284,838 shares; 2025Q4: 260,847 shares 260,847 $6.36M 0.13% -23,991 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 13,035 shares; 2025Q3: 12,954 shares; 2025Q4: 16,209 shares 16,209 $6.05M 0.12% +3,255 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,782 shares; 2025Q1: 2,989 shares; 2025Q2: 15,629 shares; 2025Q3: 16,157 shares; 2025Q4: 17,186 shares 17,186 $6.03M 0.12% +1,029 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153,930 shares; 2025Q1: 161,356 shares; 2025Q2: 130,082 shares; 2025Q3: 99,268 shares; 2025Q4: 95,356 shares 95,356 $5.71M 0.11% -3,912 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,370 shares; 2025Q1: 24,770 shares; 2025Q2: 25,851 shares; 2025Q3: 38,807 shares; 2025Q4: 46,456 shares 46,456 $5.59M 0.11% +7,649 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,502 shares; 2025Q3: 292,962 shares; 2025Q4: 294,674 shares 294,674 $5.57M 0.11% +1,712 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: restricted; 2024Q4: 135,649 shares; 2025Q1: 100,408 shares; 2025Q2: 84,922 shares; 2025Q3: 72,826 shares; 2025Q4: 62,238 shares 62,238 $5.37M 0.11% -10,588 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,050 shares 52,050 $5.25M 0.1% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 986 shares; 2025Q2: 16,488 shares; 2025Q3: 16,488 shares; 2025Q4: 16,376 shares 16,376 $5.16M 0.1% -112 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,937 shares; 2025Q1: 60,680 shares; 2025Q2: 73,937 shares; 2025Q3: 72,714 shares; 2025Q4: 73,753 shares 73,753 $5.14M 0.1% +1,039 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,462 shares 50,462 $5.13M 0.1% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,229 shares; 2025Q1: 108,407 shares; 2025Q2: 99,230 shares; 2025Q3: 95,866 shares; 2025Q4: 108,892 shares 108,892 $5.1M 0.1% +13,026 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,675 shares; 2025Q1: 104,085 shares; 2025Q2: 114,703 shares; 2025Q3: 102,871 shares; 2025Q4: 153,105 shares 153,105 $4.99M 0.1% +50,234 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,754 shares; 2025Q3: 127,655 shares; 2025Q4: 144,481 shares 144,481 $4.93M 0.1% +16,826 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,801 shares; 2025Q1: 16,800 shares; 2025Q2: 16,815 shares; 2025Q3: 16,823 shares; 2025Q4: 16,831 shares 16,831 $4.63M 0.09% +8 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,992 shares; 2025Q1: 4,349 shares; 2025Q2: 27,278 shares; 2025Q3: 28,683 shares; 2025Q4: 28,264 shares 28,264 $4.53M 0.09% -419 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,476 shares; 2025Q1: 10,658 shares; 2025Q2: 11,366 shares; 2025Q3: 11,424 shares; 2025Q4: 18,336 shares 18,336 $4.51M 0.09% +6,912 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,773 shares; 2025Q1: 8,726 shares; 2025Q2: 8,294 shares; 2025Q3: 8,278 shares; 2025Q4: 145,291 shares 145,291 $4.5M 0.09% +137,013 Timeline PFXF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254,565 shares 254,565 $4.5M 0.09% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,178 shares; 2025Q1: 20,178 shares; 2025Q2: 49,530 shares; 2025Q3: 53,236 shares; 2025Q4: 50,518 shares 50,518 $4.31M 0.09% -2,718 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199,751 shares; 2025Q1: 149,158 shares; 2025Q2: 125,379 shares; 2025Q3: 105,420 shares; 2025Q4: 92,930 shares 92,930 $4.22M 0.08% -12,490 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,030 shares; 2025Q1: 127,642 shares; 2025Q2: 120,925 shares; 2025Q3: 91,568 shares; 2025Q4: 87,260 shares 87,260 $4.19M 0.08% -4,308 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,082 shares; 2025Q1: 35,077 shares; 2025Q2: 36,509 shares; 2025Q3: 36,617 shares; 2025Q4: 36,612 shares 36,612 $4.09M 0.08% -5 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,944 shares; 2025Q4: 125,200 shares 125,200 $4.07M 0.08% +3,256 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,995 shares; 2025Q1: 22,596 shares; 2025Q2: 22,149 shares; 2025Q3: 22,761 shares; 2025Q4: 27,623 shares 27,623 $3.96M 0.08% +4,862 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,465 shares; 2025Q1: 68,366 shares; 2025Q2: 71,103 shares; 2025Q3: 77,389 shares; 2025Q4: 84,018 shares 84,018 $3.86M 0.08% +6,629 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,440 shares 62,440 $3.83M 0.08% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,532 shares; 2025Q1: 3,560 shares; 2025Q2: 3,950 shares; 2025Q3: 4,963 shares; 2025Q4: 5,732 shares 5,732 $3.78M 0.07% +769 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,072 shares; 2025Q1: 71,313 shares; 2025Q2: 90,433 shares; 2025Q3: 111,538 shares; 2025Q4: 169,013 shares 169,013 $3.78M 0.07% +57,475 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,560 shares; 2025Q1: 98,200 shares; 2025Q2: 131,176 shares; 2025Q3: 144,956 shares; 2025Q4: 161,683 shares 161,683 $3.7M 0.07% +16,727 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,549 shares; 2025Q1: 1,478 shares; 2025Q2: 2,123 shares; 2025Q3: 2,196 shares; 2025Q4: 5,394 shares 5,394 $3.69M 0.07% +3,198 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,246 shares; 2025Q3: 7,241 shares; 2025Q4: 5,855 shares 5,855 $3.65M 0.07% -1,386 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,105 shares; 2025Q1: 42,575 shares; 2025Q2: 54,945 shares; 2025Q3: 59,667 shares; 2025Q4: 62,703 shares 62,703 $3.6M 0.07% +3,036 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,537 shares; 2025Q1: 31,011 shares; 2025Q2: 33,736 shares; 2025Q3: 38,613 shares; 2025Q4: 38,543 shares 38,543 $3.59M 0.07% -70 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,217 shares; 2025Q1: 72,195 shares; 2025Q2: 69,005 shares; 2025Q3: 69,233 shares; 2025Q4: 67,287 shares 67,287 $3.56M 0.07% -1,946 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: restricted; 2024Q4: 40,500 shares; 2025Q1: 40,500 shares; 2025Q2: 40,800 shares; 2025Q3: 108,134 shares; 2025Q4: 107,087 shares 107,087 $3.49M 0.07% -1,047 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195,133 shares; 2025Q4: 178,552 shares 178,552 $3.49M 0.07% -16,581 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: restricted; 2024Q4: 107,516 shares; 2025Q1: 81,626 shares; 2025Q2: 69,864 shares; 2025Q3: 60,336 shares; 2025Q4: 53,753 shares 53,753 $3.44M 0.07% -6,583 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,598 shares; 2025Q1: 1,749 shares; 2025Q2: 1,831 shares; 2025Q3: 2,091 shares; 2025Q4: 3,174 shares 3,174 $3.41M 0.07% +1,083 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,799 shares; 2025Q1: 7,349 shares; 2025Q2: 10,764 shares; 2025Q3: 13,021 shares; 2025Q4: 38,131 shares 38,131 $3.37M 0.07% +25,110 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: restricted; 2024Q4: 1,196 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,052 shares; 2025Q4: 5,498 shares 5,498 $3.32M 0.07% +4,446 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,843 shares; 2025Q1: 7,199 shares; 2025Q2: 11,950 shares; 2025Q3: 11,757 shares; 2025Q4: 10,844 shares 10,844 $3.31M 0.07% -913 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,771 shares; 2025Q1: 38,901 shares; 2025Q2: 41,367 shares; 2025Q3: 40,486 shares; 2025Q4: 40,999 shares 40,999 $3.29M 0.06% +513 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,908 shares; 2025Q1: 53,278 shares; 2025Q2: 50,276 shares; 2025Q3: 49,202 shares; 2025Q4: 39,664 shares 39,664 $3.28M 0.06% -9,538 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 96,450 shares; 2025Q2: 92,054 shares; 2025Q3: 99,875 shares; 2025Q4: 98,684 shares 98,684 $3.26M 0.06% -1,191 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,005 shares; 2025Q1: 47,847 shares; 2025Q2: 51,928 shares; 2025Q3: 67,961 shares; 2025Q4: 78,019 shares 78,019 $3.24M 0.06% +10,058 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,280 shares; 2025Q1: 68,709 shares; 2025Q2: 70,033 shares; 2025Q3: 69,274 shares; 2025Q4: 71,535 shares 71,535 $3.16M 0.06% +2,261 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,212 shares; 2025Q1: 5,561 shares; 2025Q2: 5,711 shares; 2025Q3: 6,410 shares; 2025Q4: 6,455 shares 6,455 $3.01M 0.06% +45 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 44,146 shares 44,146 $2.98M 0.06% +39,959 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,178 shares; 2025Q1: 9,591 shares; 2025Q2: 9,461 shares; 2025Q3: 9,894 shares; 2025Q4: 12,678 shares 12,678 $2.93M 0.06% +2,784 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,299 shares; 2025Q1: 10,299 shares; 2025Q2: 10,299 shares; 2025Q3: 88,433 shares; 2025Q4: 106,932 shares 106,932 $2.88M 0.06% +18,499 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,568 shares; 2025Q1: 10,227 shares; 2025Q2: 10,301 shares; 2025Q3: 10,351 shares; 2025Q4: 10,553 shares 10,553 $2.83M 0.06% +202 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,950 shares; 2025Q1: 3,005 shares; 2025Q2: 3,000 shares; 2025Q3: 3,109 shares; 2025Q4: 3,218 shares 3,218 $2.78M 0.05% +109 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: restricted; 2024Q4: 19,236 shares; 2025Q1: 19,521 shares; 2025Q2: 205,930 shares; 2025Q3: 58,309 shares; 2025Q4: 54,544 shares 54,544 $2.76M 0.05% -3,765 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,320 shares; 2025Q1: 79,039 shares; 2025Q2: 69,874 shares; 2025Q3: 61,026 shares; 2025Q4: 61,022 shares 61,022 $2.7M 0.05% -4 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,400 shares; 2025Q3: 27,747 shares; 2025Q4: 32,997 shares 32,997 $2.68M 0.05% +5,250 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 387 shares; 2025Q1: 398 shares; 2025Q2: 2,951 shares; 2025Q3: 3,013 shares; 2025Q4: 3,009 shares 3,009 $2.64M 0.05% -4 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,618 shares; 2025Q1: 10,477 shares; 2025Q2: 14,680 shares; 2025Q3: 16,225 shares; 2025Q4: 17,239 shares 17,239 $2.63M 0.05% +1,014 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,948 shares; 2025Q1: 6,592 shares; 2025Q2: 7,566 shares; 2025Q3: 8,686 shares; 2025Q4: 8,778 shares 8,778 $2.6M 0.05% +92 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,190 shares; 2025Q1: 9,509 shares; 2025Q2: 19,904 shares; 2025Q3: 20,320 shares; 2025Q4: 22,582 shares 22,582 $2.57M 0.05% +2,262 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,290 shares; 2025Q1: 14,296 shares; 2025Q2: 13,454 shares; 2025Q3: 11,417 shares; 2025Q4: 11,418 shares 11,418 $2.55M 0.05% +1 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 85,723 shares; 2025Q2: 68,951 shares; 2025Q3: 61,193 shares; 2025Q4: 60,860 shares 60,860 $2.52M 0.05% -333 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,024 shares; 2025Q1: 9,024 shares; 2025Q2: 9,024 shares; 2025Q3: 84,833 shares; 2025Q4: 84,502 shares 84,502 $2.5M 0.05% -331 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,679 shares; 2025Q1: 14,462 shares; 2025Q2: 15,787 shares; 2025Q3: 17,083 shares; 2025Q4: 17,033 shares 17,033 $2.44M 0.05% -50 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,366 shares; 2025Q1: 11,269 shares; 2025Q2: 11,288 shares; 2025Q3: 13,458 shares; 2025Q4: 13,463 shares 13,463 $2.43M 0.05% +5 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,797 shares; 2025Q1: 43,750 shares; 2025Q2: 43,769 shares; 2025Q3: 43,779 shares; 2025Q4: 43,823 shares 43,823 $2.39M 0.05% +44 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,071 shares; 2025Q1: 8,827 shares; 2025Q2: 9,170 shares; 2025Q3: 9,694 shares; 2025Q4: 10,257 shares 10,257 $2.34M 0.05% +563 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,664 shares; 2025Q1: 6,225 shares; 2025Q2: 6,329 shares; 2025Q3: 6,695 shares; 2025Q4: 6,649 shares 6,649 $2.29M 0.05% -46 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,741 shares; 2025Q1: 4,399 shares; 2025Q2: 4,427 shares; 2025Q3: 5,160 shares; 2025Q4: 5,072 shares 5,072 $2.28M 0.05% -88 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,132 shares; 2025Q1: 16,238 shares; 2025Q2: 17,183 shares; 2025Q3: 19,085 shares; 2025Q4: 20,203 shares 20,203 $2.25M 0.04% +1,118 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,416 shares; 2025Q1: 9,016 shares; 2025Q2: 9,762 shares; 2025Q3: 10,417 shares; 2025Q4: 11,449 shares 11,449 $2.23M 0.04% +1,032 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 838 shares; 2025Q1: 3,293 shares; 2025Q2: 3,297 shares; 2025Q3: 3,553 shares; 2025Q4: 3,803 shares 3,803 $2.18M 0.04% +250 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,899 shares; 2025Q1: 33,697 shares; 2025Q2: 33,681 shares; 2025Q3: 28,891 shares; 2025Q4: 28,252 shares 28,252 $2.17M 0.04% -639 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,672 shares; 2025Q1: 10,196 shares; 2025Q2: 9,544 shares; 2025Q3: 9,971 shares; 2025Q4: 9,867 shares 9,867 $2.14M 0.04% -104 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,656 shares 10,656 $2.13M 0.04% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,358 shares; 2025Q1: 31,614 shares; 2025Q2: 27,860 shares; 2025Q3: 24,441 shares; 2025Q4: 24,529 shares 24,529 $2.12M 0.04% +88 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,696 shares; 2025Q1: 3,896 shares; 2025Q2: 3,797 shares; 2025Q3: 9,589 shares; 2025Q4: 9,945 shares 9,945 $2.11M 0.04% +356 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,956 shares; 2025Q1: 3,264 shares; 2025Q2: 3,855 shares; 2025Q3: 5,126 shares; 2025Q4: 5,916 shares 5,916 $2.05M 0.04% +790 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,441 shares; 2025Q1: 38,573 shares; 2025Q2: 49,822 shares; 2025Q3: 73,120 shares; 2025Q4: 92,766 shares 92,766 $2.04M 0.04% +19,646 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,350 shares; 2025Q1: 4,975 shares; 2025Q2: 6,309 shares; 2025Q3: 6,890 shares; 2025Q4: 11,065 shares 11,065 $2.03M 0.04% +4,175 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: restricted; 2024Q4: 15,576 shares; 2025Q1: 4,658 shares; 2025Q2: 8,674 shares; 2025Q3: 34,205 shares; 2025Q4: 34,709 shares 34,709 $1.97M 0.04% +504 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 245,897 shares 245,897 $1.93M 0.04% +235,897 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 382,284 shares 382,284 $1.89M 0.04% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 1,571 shares; 2025Q2: 2,515 shares; 2025Q3: 2,495 shares; 2025Q4: 13,058 shares 13,058 $1.88M 0.04% +10,563 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 802 shares; 2025Q1: 1,124 shares; 2025Q2: 1,174 shares; 2025Q3: 1,435 shares; 2025Q4: 2,409 shares 2,409 $1.82M 0.04% +974 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,390 shares; 2025Q1: 8,316 shares; 2025Q2: 11,778 shares; 2025Q3: 11,887 shares; 2025Q4: 11,759 shares 11,759 $1.81M 0.04% -128 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,071 shares; 2025Q1: 1,391 shares; 2025Q2: 1,522 shares; 2025Q3: 1,623 shares; 2025Q4: 18,944 shares 18,944 $1.78M 0.04% +17,321 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,693 shares; 2025Q1: 5,154 shares; 2025Q2: 9,972 shares; 2025Q3: 10,702 shares; 2025Q4: 13,340 shares 13,340 $1.77M 0.03% +2,638 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,800 shares; 2025Q1: 17,709 shares; 2025Q2: 20,192 shares; 2025Q3: 21,955 shares; 2025Q4: 25,293 shares 25,293 $1.77M 0.03% +3,338 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,749 shares; 2025Q1: 33,169 shares; 2025Q2: 32,548 shares; 2025Q3: 29,160 shares; 2025Q4: 28,926 shares 28,926 $1.77M 0.03% -234 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,110 shares; 2025Q1: 14,597 shares; 2025Q2: 14,878 shares; 2025Q3: 14,735 shares; 2025Q4: 18,366 shares 18,366 $1.76M 0.03% +3,631 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,958 shares; 2025Q4: 63,021 shares 63,021 $1.76M 0.03% +2,063 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,221 shares; 2025Q1: 28,244 shares; 2025Q2: 28,268 shares; 2025Q3: 27,780 shares; 2025Q4: 28,098 shares 28,098 $1.75M 0.03% +318 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,952 shares; 2025Q1: 14,603 shares; 2025Q2: 13,596 shares; 2025Q3: 13,965 shares; 2025Q4: 22,537 shares 22,537 $1.74M 0.03% +8,572 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 36,025 shares; 2025Q2: 21,410 shares; 2025Q3: 20,002 shares; 2025Q4: 20,130 shares 20,130 $1.74M 0.03% +128 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,590 shares; 2025Q1: 4,863 shares; 2025Q2: 4,927 shares; 2025Q3: 4,880 shares; 2025Q4: 4,884 shares 4,884 $1.72M 0.03% +4 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 992 shares; 2025Q2: 4,047 shares; 2025Q3: 4,380 shares; 2025Q4: 4,573 shares 4,573 $1.69M 0.03% +193 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,962 shares; 2025Q4: 52,848 shares 52,848 $1.64M 0.03% +886 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,352 shares; 2025Q1: 16,338 shares; 2025Q2: 24,463 shares; 2025Q3: 24,747 shares; 2025Q4: 49,868 shares 49,868 $1.64M 0.03% +25,121 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,995 shares; 2025Q1: 63,443 shares; 2025Q2: 63,557 shares; 2025Q3: 64,526 shares; 2025Q4: 67,452 shares 67,452 $1.62M 0.03% +2,926 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,232 shares; 2025Q4: 34,997 shares 34,997 $1.61M 0.03% +5,765 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,091 shares; 2025Q1: 11,052 shares; 2025Q2: 11,152 shares; 2025Q3: 11,121 shares; 2025Q4: 18,477 shares 18,477 $1.61M 0.03% +7,356 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,899 shares; 2025Q1: 10,960 shares; 2025Q2: 10,962 shares; 2025Q3: 46,572 shares; 2025Q4: 56,501 shares 56,501 $1.61M 0.03% +9,929 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,587 shares; 2025Q4: 38,533 shares 38,533 $1.6M 0.03% +4,946 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 48,469 shares; 2025Q2: 42,449 shares; 2025Q3: 40,826 shares; 2025Q4: 40,996 shares 40,996 $1.6M 0.03% +170 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,239 shares; 2025Q4: 15,845 shares 15,845 $1.58M 0.03% +1,606 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: restricted; 2024Q4: 8,868 shares; 2025Q1: 21,890 shares; 2025Q2: 22,126 shares; 2025Q3: 21,591 shares; 2025Q4: 21,692 shares 21,692 $1.58M 0.03% +101 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,219 shares; 2025Q4: 18,991 shares 18,991 $1.57M 0.03% -228 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,202 shares; 2025Q1: 4,290 shares; 2025Q2: 4,230 shares; 2025Q3: 4,835 shares; 2025Q4: 5,083 shares 5,083 $1.57M 0.03% +248 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,420 shares 3,420 $1.55M 0.03% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,699 shares; 2025Q1: 14,699 shares; 2025Q2: 14,828 shares; 2025Q3: 18,523 shares; 2025Q4: 33,110 shares 33,110 $1.55M 0.03% +14,587 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,470 shares; 2025Q1: 10,855 shares; 2025Q2: 11,347 shares; 2025Q3: 13,926 shares; 2025Q4: 14,701 shares 14,701 $1.55M 0.03% +775 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,414 shares; 2025Q1: 3,991 shares; 2025Q2: 42,526 shares; 2025Q3: 41,284 shares; 2025Q4: 28,282 shares 28,282 $1.52M 0.03% -13,002 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,863 shares; 2025Q1: 1,729 shares; 2025Q2: 2,159 shares; 2025Q3: 4,713 shares; 2025Q4: 5,014 shares 5,014 $1.51M 0.03% +301 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,091 shares; 2025Q1: 5,091 shares; 2025Q2: 11,265 shares; 2025Q3: 16,566 shares; 2025Q4: 16,320 shares 16,320 $1.47M 0.03% -246 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: restricted; 2024Q4: not reported; 2025Q1: 4,702 shares; 2025Q2: 4,754 shares; 2025Q3: 4,882 shares; 2025Q4: 5,037 shares 5,037 $1.45M 0.03% +155 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,522 shares; 2025Q1: 7,476 shares; 2025Q2: 8,292 shares; 2025Q3: 17,252 shares; 2025Q4: 16,935 shares 16,935 $1.43M 0.03% -317 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,461 shares; 2025Q1: 8,423 shares; 2025Q2: 8,467 shares; 2025Q3: 8,283 shares; 2025Q4: 8,214 shares 8,214 $1.43M 0.03% -69 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,475 shares; 2025Q1: 5,571 shares; 2025Q2: 5,275 shares; 2025Q3: 5,239 shares; 2025Q4: 5,371 shares 5,371 $1.42M 0.03% +132 Timeline EZM 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: restricted; 2024Q4: 20,925 shares; 2025Q1: 20,925 shares; 2025Q2: 20,925 shares; 2025Q3: 20,925 shares; 2025Q4: 20,925 shares 20,925 $1.4M 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 880 shares; 2025Q1: 982 shares; 2025Q2: 2,805 shares; 2025Q3: 2,821 shares; 2025Q4: 2,901 shares 2,901 $1.39M 0.03% +80 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,857 shares; 2025Q1: 114,948 shares; 2025Q2: 89,822 shares; 2025Q3: 60,168 shares; 2025Q4: 55,215 shares 55,215 $1.38M 0.03% -4,953 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,590 shares; 2025Q1: 34,911 shares; 2025Q2: 34,682 shares; 2025Q3: 43,303 shares; 2025Q4: 55,040 shares 55,040 $1.37M 0.03% +11,737 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,375 shares; 2025Q1: 12,582 shares; 2025Q2: 11,137 shares; 2025Q3: 12,579 shares; 2025Q4: 15,729 shares 15,729 $1.35M 0.03% +3,150 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,713 shares; 2025Q1: 4,765 shares; 2025Q2: 4,732 shares; 2025Q3: 6,055 shares; 2025Q4: 6,101 shares 6,101 $1.31M 0.03% +46 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,269 shares; 2025Q3: 4,273 shares; 2025Q4: 4,339 shares 4,339 $1.3M 0.03% +66 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,778 shares; 2025Q1: 5,536 shares; 2025Q2: 5,519 shares; 2025Q3: 5,834 shares; 2025Q4: 6,220 shares 6,220 $1.3M 0.03% +386 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,413 shares; 2025Q1: 12,144 shares; 2025Q2: 12,100 shares; 2025Q3: 12,098 shares; 2025Q4: 11,905 shares 11,905 $1.29M 0.03% -193 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,912 shares; 2025Q1: 11,986 shares; 2025Q2: 12,050 shares; 2025Q3: 22,704 shares; 2025Q4: 24,095 shares 24,095 $1.26M 0.02% +1,391 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,377 shares; 2025Q4: 50,629 shares 50,629 $1.26M 0.02% +9,252 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,591 shares; 2025Q1: 18,327 shares; 2025Q2: 18,311 shares; 2025Q3: 18,326 shares; 2025Q4: 18,208 shares 18,208 $1.24M 0.02% -118 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,649 shares; 2025Q1: 18,543 shares; 2025Q2: 18,410 shares; 2025Q3: 17,928 shares; 2025Q4: 17,934 shares 17,934 $1.23M 0.02% +6 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,568 shares; 2025Q1: 28,066 shares; 2025Q2: 27,757 shares; 2025Q3: 27,637 shares; 2025Q4: 28,162 shares 28,162 $1.23M 0.02% +525 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,376 shares; 2025Q1: 7,164 shares; 2025Q2: 7,024 shares; 2025Q3: 6,774 shares; 2025Q4: 6,866 shares 6,866 $1.22M 0.02% +92 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,682 shares; 2025Q1: 8,360 shares; 2025Q2: 8,509 shares; 2025Q3: 8,578 shares; 2025Q4: 8,453 shares 8,453 $1.22M 0.02% -125 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,505 shares; 2025Q1: 17,571 shares; 2025Q2: 25,212 shares; 2025Q3: 26,705 shares; 2025Q4: 29,378 shares 29,378 $1.2M 0.02% +2,673 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: 1,181 shares; 2025Q3: 2,675 shares; 2025Q4: 3,072 shares 3,072 $1.2M 0.02% +397 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,357 shares; 2025Q1: 5,502 shares; 2025Q2: 5,615 shares; 2025Q3: 5,787 shares; 2025Q4: 6,794 shares 6,794 $1.16M 0.02% +1,007 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,844 shares; 2025Q3: 15,760 shares; 2025Q4: 15,783 shares 15,783 $1.16M 0.02% +23 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,371 shares; 2025Q1: 8,239 shares; 2025Q2: 8,632 shares; 2025Q3: 8,373 shares; 2025Q4: 9,156 shares 9,156 $1.15M 0.02% +783 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: restricted; 2024Q4: 4,255 shares; 2025Q1: 4,644 shares; 2025Q2: 4,431 shares; 2025Q3: 4,460 shares; 2025Q4: 4,452 shares 4,452 $1.15M 0.02% -8 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,148 shares; 2025Q1: 2,342 shares; 2025Q2: 2,388 shares; 2025Q3: 2,835 shares; 2025Q4: 2,903 shares 2,903 $1.13M 0.02% +68 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,966 shares; 2025Q1: 2,973 shares; 2025Q2: 2,989 shares; 2025Q3: 3,013 shares; 2025Q4: 11,671 shares 11,671 $1.1M 0.02% +8,658 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,822 shares; 2025Q1: 40,773 shares; 2025Q2: 26,433 shares; 2025Q3: 26,063 shares; 2025Q4: 26,063 shares 26,063 $1.09M 0.02% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,485 shares; 2025Q1: 44,133 shares; 2025Q2: 43,241 shares; 2025Q3: 53,289 shares; 2025Q4: 52,827 shares 52,827 $1.09M 0.02% -462 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,782 shares; 2025Q2: 14,782 shares; 2025Q3: 7,889 shares; 2025Q4: 21,289 shares 21,289 $1.08M 0.02% +13,400 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,686 shares; 2025Q1: 45,331 shares; 2025Q2: 44,489 shares; 2025Q3: 54,935 shares; 2025Q4: 54,478 shares 54,478 $1.08M 0.02% -457 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,250 shares; 2025Q1: 45,740 shares; 2025Q2: 44,869 shares; 2025Q3: 55,404 shares; 2025Q4: 54,792 shares 54,792 $1.07M 0.02% -612 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,904 shares; 2025Q1: 2,016 shares; 2025Q2: 6,093 shares; 2025Q3: 5,758 shares; 2025Q4: 5,777 shares 5,777 $1.07M 0.02% +19 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,959 shares; 2025Q1: 46,714 shares; 2025Q2: 46,038 shares; 2025Q3: 57,464 shares; 2025Q4: 56,863 shares 56,863 $1.07M 0.02% -601 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,125 shares; 2025Q1: 37,530 shares; 2025Q2: 36,060 shares; 2025Q3: 63,896 shares; 2025Q4: 63,271 shares 63,271 $1.07M 0.02% -625 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,688 shares; 2025Q1: not reported; 2025Q2: 3,383 shares; 2025Q3: 9,516 shares; 2025Q4: 9,916 shares 9,916 $1.06M 0.02% +400 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,179 shares 16,179 $1.05M 0.02% new Timeline CGW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,675 shares 16,675 $1.05M 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,167 shares; 2025Q1: 1,682 shares; 2025Q2: 1,733 shares; 2025Q3: 3,167 shares; 2025Q4: 3,146 shares 3,146 $1.04M 0.02% -21 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,831 shares; 2025Q1: 35,868 shares; 2025Q2: 35,903 shares; 2025Q3: 38,241 shares; 2025Q4: 38,042 shares 38,042 $1.04M 0.02% -199 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,333 shares; 2025Q1: 12,472 shares; 2025Q2: 13,008 shares; 2025Q3: 16,352 shares; 2025Q4: 18,282 shares 18,282 $1.01M 0.02% +1,930 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,231 shares; 2025Q1: 3,548 shares; 2025Q2: 3,506 shares; 2025Q3: 3,545 shares; 2025Q4: 4,707 shares 4,707 $980K 0.02% +1,162 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,069 shares; 2025Q2: 1,592 shares; 2025Q3: 1,861 shares; 2025Q4: 2,020 shares 2,020 $977K 0.02% +159 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,887 shares; 2025Q1: 9,152 shares; 2025Q2: 8,649 shares; 2025Q3: 8,481 shares; 2025Q4: 8,773 shares 8,773 $964K 0.02% +292 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,532 shares; 2025Q1: 11,532 shares; 2025Q2: 11,532 shares; 2025Q3: 11,532 shares; 2025Q4: 11,532 shares 11,532 $954K 0.02% 0 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,931 shares 14,931 $950K 0.02% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,956 shares; 2025Q1: 7,881 shares; 2025Q2: 7,778 shares; 2025Q3: 8,213 shares; 2025Q4: 8,615 shares 8,615 $943K 0.02% +402 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,590 shares 6,590 $918K 0.02% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,374 shares; 2025Q4: 8,997 shares 8,997 $902K 0.02% +4,623 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,089 shares; 2025Q1: 7,176 shares; 2025Q2: 7,816 shares; 2025Q3: 7,818 shares; 2025Q4: 7,859 shares 7,859 $894K 0.02% +41 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,298 shares; 2025Q1: 23,383 shares; 2025Q2: 23,469 shares; 2025Q3: 23,363 shares; 2025Q4: 23,287 shares 23,287 $882K 0.02% -76 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,328 shares; 2025Q1: 9,327 shares; 2025Q2: 9,332 shares; 2025Q3: 9,350 shares; 2025Q4: 9,337 shares 9,337 $881K 0.02% -13 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,020 shares; 2025Q1: 10,018 shares; 2025Q2: 7,547 shares; 2025Q3: 7,547 shares; 2025Q4: 15,988 shares 15,988 $864K 0.02% +8,441 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,227 shares; 2025Q1: 7,228 shares; 2025Q2: 7,232 shares; 2025Q3: 8,572 shares; 2025Q4: 8,573 shares 8,573 $863K 0.02% +1 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,782 shares; 2025Q1: 11,264 shares; 2025Q2: 11,268 shares; 2025Q3: 7,227 shares; 2025Q4: 7,227 shares 7,227 $863K 0.02% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,494 shares; 2025Q1: 27,782 shares; 2025Q2: 25,742 shares; 2025Q3: 26,207 shares; 2025Q4: 25,742 shares 25,742 $861K 0.02% -465 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,112 shares; 2025Q1: 889 shares; 2025Q2: 1,184 shares; 2025Q3: 1,295 shares; 2025Q4: 1,485 shares 1,485 $847K 0.02% +190 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,623 shares; 2025Q1: 5,098 shares; 2025Q2: 5,176 shares; 2025Q3: 5,418 shares; 2025Q4: 5,507 shares 5,507 $846K 0.02% +89 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,393 shares; 2025Q1: 16,432 shares; 2025Q2: 16,499 shares; 2025Q3: 16,091 shares; 2025Q4: 15,928 shares 15,928 $841K 0.02% -163 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,995 shares; 2025Q1: 16,153 shares; 2025Q2: 16,275 shares; 2025Q3: 16,389 shares; 2025Q4: 16,461 shares 16,461 $839K 0.02% +72 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,234 shares; 2025Q4: 48,642 shares 48,642 $812K 0.02% +408 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,533 shares; 2025Q1: 7,557 shares; 2025Q2: 7,735 shares; 2025Q3: 8,355 shares; 2025Q4: 9,876 shares 9,876 $793K 0.02% +1,521 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,615 shares; 2025Q4: 20,334 shares 20,334 $792K 0.02% +3,719 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,377 shares; 2025Q1: 7,566 shares; 2025Q2: 7,707 shares; 2025Q3: 7,779 shares; 2025Q4: 8,447 shares 8,447 $791K 0.02% +668 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,770 shares; 2025Q1: 1,682 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 2,301 shares 2,301 $789K 0.02% +646 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,106 shares; 2025Q4: 1,154 shares 1,154 $754K 0.01% +48 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,879 shares; 2025Q1: 1,864 shares; 2025Q2: 4,234 shares; 2025Q3: 4,235 shares; 2025Q4: 5,266 shares 5,266 $743K 0.01% +1,031 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,278 shares; 2025Q1: 19,278 shares; 2025Q2: 19,285 shares; 2025Q3: 19,299 shares; 2025Q4: 19,176 shares 19,176 $739K 0.01% -123 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,157 shares; 2025Q1: 2,800 shares; 2025Q2: 2,932 shares; 2025Q3: 4,098 shares; 2025Q4: 3,972 shares 3,972 $720K 0.01% -126 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,893 shares; 2025Q1: 3,301 shares; 2025Q2: 3,535 shares; 2025Q3: 3,830 shares; 2025Q4: 3,611 shares 3,611 $705K 0.01% -219 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,826 shares; 2025Q1: 2,881 shares; 2025Q2: 3,007 shares; 2025Q3: 3,133 shares; 2025Q4: 3,199 shares 3,199 $703K 0.01% +66 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 32,845 shares; 2025Q2: 23,738 shares; 2025Q3: 17,344 shares; 2025Q4: 15,557 shares 15,557 $700K 0.01% -1,787 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,837 shares; 2025Q3: 6,286 shares; 2025Q4: 6,340 shares 6,340 $698K 0.01% +54 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,910 shares; 2025Q1: 1,926 shares; 2025Q2: 1,924 shares; 2025Q3: 1,983 shares; 2025Q4: 1,986 shares 1,986 $696K 0.01% +3 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,466 shares; 2025Q1: 8,386 shares; 2025Q2: 7,961 shares; 2025Q3: 11,963 shares; 2025Q4: 11,826 shares 11,826 $693K 0.01% -137 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,830 shares; 2025Q2: 2,983 shares; 2025Q3: 3,465 shares; 2025Q4: 3,857 shares 3,857 $685K 0.01% +392 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,228 shares; 2025Q1: 22,602 shares; 2025Q2: 22,851 shares; 2025Q3: 24,664 shares; 2025Q4: 27,414 shares 27,414 $683K 0.01% +2,750 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,271 shares; 2025Q3: 3,272 shares; 2025Q4: 3,615 shares 3,615 $669K 0.01% +343 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,285 shares; 2025Q1: 1,333 shares; 2025Q2: 1,773 shares; 2025Q3: 1,824 shares; 2025Q4: 2,017 shares 2,017 $660K 0.01% +193 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,644 shares 17,644 $660K 0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,282 shares; 2025Q2: 17,425 shares; 2025Q3: 17,608 shares; 2025Q4: 17,612 shares 17,612 $659K 0.01% +4 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: restricted; 2024Q4: 2,100 shares; 2025Q1: 1,249 shares; 2025Q2: 1,293 shares; 2025Q3: 2,101 shares; 2025Q4: 2,116 shares 2,116 $656K 0.01% +15 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,967 shares; 2025Q1: 21,685 shares; 2025Q2: 21,685 shares; 2025Q3: 21,685 shares; 2025Q4: 21,685 shares 21,685 $652K 0.01% 0 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: restricted; 2024Q4: 5,057 shares; 2025Q1: 5,010 shares; 2025Q2: 5,219 shares; 2025Q3: 5,360 shares; 2025Q4: 5,511 shares 5,511 $646K 0.01% +151 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,096 shares 39,096 $642K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,405 shares; 2025Q1: 4,610 shares; 2025Q2: 4,878 shares; 2025Q3: 4,942 shares; 2025Q4: 5,534 shares 5,534 $638K 0.01% +592 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,794 shares; 2025Q2: 9,898 shares; 2025Q3: 10,179 shares; 2025Q4: 10,175 shares 10,175 $636K 0.01% -4 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,778 shares; 2025Q3: 2,866 shares; 2025Q4: 7,433 shares 7,433 $634K 0.01% +4,567 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,172 shares; 2025Q3: 11,176 shares; 2025Q4: 12,759 shares 12,759 $633K 0.01% +1,583 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,980 shares; 2025Q1: 2,031 shares; 2025Q2: 1,981 shares; 2025Q3: 1,982 shares; 2025Q4: 2,071 shares 2,071 $624K 0.01% +89 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,266 shares; 2025Q2: 1,249 shares; 2025Q3: 1,204 shares; 2025Q4: 1,217 shares 1,217 $621K 0.01% +13 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,558 shares; 2025Q1: 22,566 shares; 2025Q2: 22,702 shares; 2025Q3: 22,408 shares; 2025Q4: 13,142 shares 13,142 $616K 0.01% -9,266 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,685 shares; 2025Q2: 3,712 shares; 2025Q3: 11,488 shares; 2025Q4: 11,270 shares 11,270 $615K 0.01% -218 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,477 shares; 2025Q1: 20,822 shares; 2025Q2: 20,845 shares; 2025Q3: 20,984 shares; 2025Q4: 30,850 shares 30,850 $612K 0.01% +9,866 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,865 shares 12,865 $606K 0.01% new Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,591 shares; 2025Q3: 10,011 shares; 2025Q4: 10,030 shares 10,030 $600K 0.01% +19 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: restricted; 2024Q4: not reported; 2025Q1: 1,256 shares; 2025Q2: 2,209 shares; 2025Q3: 2,317 shares; 2025Q4: 2,184 shares 2,184 $592K 0.01% -133 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,703 shares; 2025Q3: 8,703 shares; 2025Q4: 9,113 shares 9,113 $587K 0.01% +410 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,563 shares; 2025Q3: 21,444 shares; 2025Q4: 22,086 shares 22,086 $585K 0.01% +642 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,957 shares; 2025Q1: 14,362 shares; 2025Q2: 13,049 shares; 2025Q3: 14,128 shares; 2025Q4: 15,656 shares 15,656 $578K 0.01% +1,528 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,412 shares; 2025Q1: 7,939 shares; 2025Q2: 10,556 shares; 2025Q3: 10,030 shares; 2025Q4: 9,995 shares 9,995 $576K 0.01% -35 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,308 shares; 2025Q2: 5,376 shares; 2025Q3: 5,456 shares; 2025Q4: 5,701 shares 5,701 $566K 0.01% +245 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44,065 shares; 2025Q2: 56,115 shares; 2025Q3: 58,198 shares; 2025Q4: 65,535 shares 65,535 $563K 0.01% +7,337 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,015 shares; 2025Q4: 10,352 shares 10,352 $554K 0.01% +1,337 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,254 shares; 2025Q1: 3,281 shares; 2025Q2: 3,126 shares; 2025Q3: 3,177 shares; 2025Q4: 3,198 shares 3,198 $547K 0.01% +21 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: restricted; 2024Q4: not reported; 2025Q1: 3,238 shares; 2025Q2: 3,297 shares; 2025Q3: 4,622 shares; 2025Q4: 4,700 shares 4,700 $546K 0.01% +78 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,301 shares; 2025Q2: 6,798 shares; 2025Q3: 7,856 shares; 2025Q4: 11,083 shares 11,083 $545K 0.01% +3,227 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,046 shares 7,046 $545K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,623 shares 16,623 $544K 0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,339 shares; 2025Q3: 2,153 shares; 2025Q4: 5,655 shares 5,655 $544K 0.01% +3,502 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: 1,337 shares; 2025Q3: 1,428 shares; 2025Q4: 1,538 shares 1,538 $543K 0.01% +110 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,346 shares; 2025Q4: 13,292 shares 13,292 $540K 0.01% -54 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,002 shares; 2025Q4: 10,645 shares 10,645 $537K 0.01% +1,643 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,142 shares; 2025Q1: 2,172 shares; 2025Q2: 2,261 shares; 2025Q3: 2,537 shares; 2025Q4: 2,329 shares 2,329 $533K 0.01% -208 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 701 shares; 2025Q1: 1,139 shares; 2025Q2: 1,149 shares; 2025Q3: 1,549 shares; 2025Q4: 1,519 shares 1,519 $532K 0.01% -30 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: restricted; 2024Q4: 374 shares; 2025Q1: 381 shares; 2025Q2: 410 shares; 2025Q3: 491 shares; 2025Q4: 496 shares 496 $531K 0.01% +5 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,783 shares; 2025Q4: 1,850 shares 1,850 $528K 0.01% +67 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,274 shares; 2025Q1: 5,418 shares; 2025Q2: 5,283 shares; 2025Q3: 5,347 shares; 2025Q4: 6,532 shares 6,532 $525K 0.01% +1,185 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,378 shares; 2025Q4: 4,448 shares 4,448 $519K 0.01% +70 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,646 shares; 2025Q4: 7,740 shares 7,740 $519K 0.01% +94 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,851 shares; 2025Q3: 5,833 shares; 2025Q4: 5,834 shares 5,834 $515K 0.01% +1 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,760 shares 3,760 $514K 0.01% new 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: restricted; 2024Q4: 2,966 shares; 2025Q1: 2,976 shares; 2025Q2: 3,338 shares; 2025Q3: 3,464 shares; 2025Q4: 3,599 shares 3,599 $508K 0.01% +135 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,304 shares; 2025Q1: 3,328 shares; 2025Q2: 3,642 shares; 2025Q3: 3,971 shares; 2025Q4: 3,946 shares 3,946 $503K 0.01% -25 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: restricted; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 1,704 shares; 2025Q3: 1,962 shares; 2025Q4: 2,406 shares 2,406 $502K 0.01% +444 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,465 shares; 2025Q1: not reported; 2025Q2: 1,477 shares; 2025Q3: 1,544 shares; 2025Q4: 1,525 shares 1,525 $494K 0.01% -19 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 98,555 shares; 2025Q2: 98,555 shares; 2025Q3: 99,524 shares; 2025Q4: 138,006 shares 138,006 $491K 0.01% +38,482 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,020 shares 4,020 $490K 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,332 shares; 2025Q4: 7,603 shares 7,603 $489K 0.01% +271 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares; 2025Q4: 1,765 shares 1,765 $489K 0.01% +3 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,369 shares; 2025Q1: 18,534 shares; 2025Q2: 18,580 shares; 2025Q3: 17,934 shares; 2025Q4: 18,436 shares 18,436 $484K 0.01% +502 Timeline DLS 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: restricted; 2024Q4: 5,706 shares; 2025Q1: 5,706 shares; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares; 2025Q4: 5,881 shares 5,881 $476K 0.01% +175 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,970 shares; 2025Q1: 4,390 shares; 2025Q2: 5,127 shares; 2025Q3: 6,298 shares; 2025Q4: 7,431 shares 7,431 $473K 0.01% +1,133 Timeline CLDX CELLDEX THERAPEUTICS INC NEW More: the full row for CELLDEX THERAPEUTICS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,024 shares; 2025Q4: 17,024 shares 17,024 $462K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,731 shares; 2025Q1: 35,934 shares; 2025Q2: 36,323 shares; 2025Q3: 39,515 shares; 2025Q4: 34,996 shares 34,996 $459K 0.01% -4,519 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,089 shares; 2025Q1: 6,100 shares; 2025Q2: 7,580 shares; 2025Q3: 7,463 shares; 2025Q4: 7,813 shares 7,813 $452K 0.01% +350 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,037 shares; 2025Q3: 2,422 shares; 2025Q4: 2,799 shares 2,799 $448K 0.01% +377 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,534 shares; 2025Q1: 13,783 shares; 2025Q2: 13,709 shares; 2025Q3: 15,131 shares; 2025Q4: 14,958 shares 14,958 $447K 0.01% -173 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,395 shares; 2025Q3: 1,459 shares; 2025Q4: 1,398 shares 1,398 $445K 0.01% -61 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,913 shares; 2025Q1: 9,367 shares; 2025Q2: 9,835 shares; 2025Q3: 5,838 shares; 2025Q4: 8,253 shares 8,253 $445K 0.01% +2,415 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,467 shares 14,467 $445K 0.01% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,216 shares; 2025Q1: 1,218 shares; 2025Q2: 1,221 shares; 2025Q3: 1,227 shares; 2025Q4: 1,229 shares 1,229 $442K 0.01% +2 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,389 shares; 2025Q2: 15,102 shares; 2025Q3: 14,108 shares; 2025Q4: 16,095 shares 16,095 $441K 0.01% +1,987 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,882 shares; 2025Q2: 2,079 shares; 2025Q3: 2,424 shares; 2025Q4: 2,420 shares 2,420 $440K 0.01% -4 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,282 shares; 2025Q1: 7,225 shares; 2025Q2: 7,349 shares; 2025Q3: 7,407 shares; 2025Q4: 7,429 shares 7,429 $435K 0.01% +22 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,121 shares 3,121 $434K 0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,124 shares; 2025Q1: 18,636 shares; 2025Q2: 18,828 shares; 2025Q3: 18,837 shares; 2025Q4: 18,587 shares 18,587 $433K 0.01% -250 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 600 shares; 2025Q2: 640 shares; 2025Q3: 726 shares; 2025Q4: 744 shares 744 $431K 0.01% +18 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,087 shares; 2025Q1: 2,430 shares; 2025Q2: 2,425 shares; 2025Q3: 2,338 shares; 2025Q4: 2,341 shares 2,341 $431K 0.01% +3 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,798 shares 2,798 $423K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,092 shares; 2025Q1: 9,268 shares; 2025Q2: 9,405 shares; 2025Q3: 9,392 shares; 2025Q4: 9,085 shares 9,085 $422K 0.01% -307 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: restricted; 2024Q4: not reported; 2025Q1: 6,413 shares; 2025Q2: 6,648 shares; 2025Q3: 6,413 shares; 2025Q4: 4,922 shares 4,922 $422K 0.01% -1,491 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,846 shares; 2025Q1: 12,183 shares; 2025Q2: 12,179 shares; 2025Q3: 10,072 shares; 2025Q4: 9,489 shares 9,489 $422K 0.01% -583 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,984 shares; 2025Q2: 2,015 shares; 2025Q3: 2,963 shares; 2025Q4: 3,255 shares 3,255 $420K 0.01% +292 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,829 shares; 2025Q1: 8,829 shares; 2025Q2: 8,829 shares; 2025Q3: 8,829 shares; 2025Q4: 8,838 shares 8,838 $416K 0.01% +9 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,772 shares; 2025Q4: 10,772 shares 10,772 $411K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,985 shares; 2025Q2: 3,456 shares; 2025Q3: 3,491 shares; 2025Q4: 3,495 shares 3,495 $411K 0.01% +4 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,028 shares; 2025Q1: 1,321 shares; 2025Q2: 1,333 shares; 2025Q3: 1,743 shares; 2025Q4: 1,699 shares 1,699 $410K 0.01% -44 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,426 shares; 2025Q1: 3,991 shares; 2025Q2: 4,015 shares; 2025Q3: 4,005 shares; 2025Q4: 4,037 shares 4,037 $407K 0.01% +32 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,598 shares; 2025Q1: 3,007 shares; 2025Q2: 3,047 shares; 2025Q3: 2,545 shares; 2025Q4: 2,521 shares 2,521 $407K 0.01% -24 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,380 shares 7,380 $404K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 436 shares; 2025Q4: 451 shares 451 $397K 0.01% +15 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,985 shares; 2025Q4: 6,094 shares 6,094 $396K 0.01% +1,109 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,838 shares; 2025Q2: 3,957 shares; 2025Q3: 4,976 shares; 2025Q4: 4,946 shares 4,946 $392K 0.01% -30 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,112 shares 16,112 $387K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,882 shares; 2025Q4: 2,596 shares 2,596 $376K 0.01% -286 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: 581 shares; 2025Q2: 571 shares; 2025Q3: 735 shares; 2025Q4: 766 shares 766 $376K 0.01% +31 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,484 shares; 2025Q4: 1,454 shares 1,454 $374K 0.01% -30 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 5,833 shares; 2025Q4: 5,833 shares 5,833 $372K 0.01% 0 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,397 shares 14,397 $372K 0.01% new Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,683 shares; 2025Q1: 10,683 shares; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 7,389 shares 7,389 $370K 0.01% +2,114 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,403 shares; 2025Q2: 2,444 shares; 2025Q3: 2,822 shares; 2025Q4: 2,802 shares 2,802 $361K 0.01% -20 Timeline PWZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,879 shares 14,879 $359K 0.01% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,402 shares; 2025Q1: 19,246 shares; 2025Q2: 24,990 shares; 2025Q3: 30,737 shares; 2025Q4: 34,563 shares 34,563 $359K 0.01% +3,826 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,208 shares; 2025Q3: not reported; 2025Q4: 6,762 shares 6,762 $357K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 56 shares; 2025Q3: 65 shares; 2025Q4: 66 shares 66 $355K 0.01% +1 Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,216 shares; 2025Q1: 9,216 shares; 2025Q2: not reported; 2025Q3: 9,216 shares; 2025Q4: 9,216 shares 9,216 $355K 0.01% 0 Timeline SAP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,463 shares; 2025Q3: 1,519 shares; 2025Q4: 1,433 shares 1,433 $348K 0.01% -86 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 934 shares; 2025Q3: 1,028 shares; 2025Q4: 1,404 shares 1,404 $347K 0.01% +376 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: 1,768 shares; 2025Q2: 1,725 shares; 2025Q3: 2,091 shares; 2025Q4: 2,106 shares 2,106 $343K 0.01% +15 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,744 shares 1,744 $334K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,518 shares; 2025Q2: 4,492 shares; 2025Q3: 4,292 shares; 2025Q4: 4,292 shares 4,292 $333K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,298 shares 7,298 $330K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,294 shares 3,294 $329K 0.01% new Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,093 shares; 2025Q4: 10,551 shares 10,551 $325K 0.01% +458 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,005 shares; 2025Q2: 1,895 shares; 2025Q3: 2,813 shares; 2025Q4: 2,873 shares 2,873 $324K 0.01% +60 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: restricted; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: 825 shares; 2025Q3: 1,092 shares; 2025Q4: 1,124 shares 1,124 $324K 0.01% +32 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: restricted; 2024Q4: 1,442 shares; 2025Q1: 1,467 shares; 2025Q2: 1,478 shares; 2025Q3: 1,441 shares; 2025Q4: 1,447 shares 1,447 $323K 0.01% +6 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,911 shares; 2025Q1: 3,827 shares; 2025Q2: 3,718 shares; 2025Q3: 3,694 shares; 2025Q4: 3,423 shares 3,423 $319K 0.01% -271 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,580 shares; 2025Q1: 7,914 shares; 2025Q2: 8,087 shares; 2025Q3: 8,346 shares; 2025Q4: 8,254 shares 8,254 $317K 0.01% -92 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,289 shares 3,289 $313K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,816 shares 1,816 $310K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,539 shares; 2025Q2: 2,020 shares; 2025Q3: 2,290 shares; 2025Q4: 2,240 shares 2,240 $309K 0.01% -50 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,094 shares; 2025Q4: 2,280 shares 2,280 $308K 0.01% +186 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,531 shares; 2025Q1: 1,540 shares; 2025Q2: 1,616 shares; 2025Q3: 1,540 shares; 2025Q4: 1,575 shares 1,575 $306K 0.01% +35 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,065 shares; 2025Q4: 3,485 shares 3,485 $305K 0.01% +420 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,120 shares 4,120 $304K 0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,334 shares; 2025Q4: 4,334 shares 4,334 $301K 0.01% 0 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: restricted; 2024Q4: 6,115 shares; 2025Q1: 6,052 shares; 2025Q2: 6,052 shares; 2025Q3: 5,954 shares; 2025Q4: 5,955 shares 5,955 $300K 0.01% +1 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,690 shares; 2025Q1: 4,079 shares; 2025Q2: 4,152 shares; 2025Q3: 4,366 shares; 2025Q4: 4,450 shares 4,450 $300K 0.01% +84 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,535 shares 6,535 $300K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 990 shares; 2025Q4: 883 shares 883 $298K 0.01% -107 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,684 shares 3,684 $296K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,259 shares 13,259 $295K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,045 shares; 2025Q1: 4,282 shares; 2025Q2: 4,405 shares; 2025Q3: 4,868 shares; 2025Q4: 4,900 shares 4,900 $295K 0.01% +32 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 976 shares; 2025Q3: 1,121 shares; 2025Q4: 1,214 shares 1,214 $294K 0.01% +93 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,655 shares; 2025Q1: 2,680 shares; 2025Q2: 3,216 shares; 2025Q3: not reported; 2025Q4: 6,554 shares 6,554 $293K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares 240 $292K 0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 913 shares; 2025Q3: 946 shares; 2025Q4: 1,181 shares 1,181 $291K 0.01% +235 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: 955 shares 955 $290K 0.01% -14 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601 shares; 2025Q4: 620 shares 620 $289K 0.01% +19 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,527 shares; 2025Q1: 5,589 shares; 2025Q2: 6,109 shares; 2025Q3: 6,786 shares; 2025Q4: 7,019 shares 7,019 $289K 0.01% +233 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,020 shares; 2025Q4: 4,112 shares 4,112 $288K 0.01% +92 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: restricted; 2024Q4: 5,017 shares; 2025Q1: 3,536 shares; 2025Q2: 3,107 shares; 2025Q3: 3,383 shares; 2025Q4: 3,409 shares 3,409 $285K 0.01% +26 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares 1,373 $285K 0.01% 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: restricted; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 316 shares; 2025Q3: 339 shares; 2025Q4: 345 shares 345 $283K 0.01% +6 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: restricted; 2024Q4: not reported; 2025Q1: 770 shares; 2025Q2: 786 shares; 2025Q3: 776 shares; 2025Q4: 799 shares 799 $282K 0.01% +23 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 1,023 shares 1,023 $282K 0.01% +260 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,537 shares; 2025Q4: 2,546 shares 2,546 $281K 0.01% +9 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,476 shares; 2025Q4: 6,474 shares 6,474 $280K 0.01% -2 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,045 shares; 2025Q2: 2,058 shares; 2025Q3: 2,074 shares; 2025Q4: 2,076 shares 2,076 $275K 0.01% +2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,511 shares; 2025Q4: 4,706 shares 4,706 $274K 0.01% +1,195 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares 2,880 $271K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 911 shares; 2025Q4: 868 shares 868 $271K 0.01% -43 Timeline EMLC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,054 shares; 2025Q4: 10,438 shares 10,438 $269K 0.01% +1,384 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 592 shares; 2025Q1: 565 shares; 2025Q2: 597 shares; 2025Q3: 565 shares; 2025Q4: 572 shares 572 $269K 0.01% +7 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 287 shares; 2025Q3: 300 shares; 2025Q4: 330 shares 330 $267K 0.01% +30 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,575 shares; 2025Q1: 2,586 shares; 2025Q2: 2,600 shares; 2025Q3: 2,569 shares; 2025Q4: 2,570 shares 2,570 $266K 0.01% +1 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares 645 $266K 0.01% new Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,538 shares; 2025Q1: 3,544 shares; 2025Q2: 3,549 shares; 2025Q3: 3,516 shares; 2025Q4: 3,517 shares 3,517 $266K 0.01% +1 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,665 shares; 2025Q1: not reported; 2025Q2: 6,477 shares; 2025Q3: 6,471 shares; 2025Q4: 6,473 shares 6,473 $265K 0.01% +2 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 542 shares 542 $263K 0.01% +1 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,980 shares 2,980 $260K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,922 shares; 2025Q4: 3,534 shares 3,534 $260K 0.01% +612 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,142 shares 7,142 $259K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,553 shares; 2025Q4: 3,717 shares 3,717 $258K 0.01% +164 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 1,138 shares 1,138 $257K 0.01% +10 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,474 shares; 2025Q2: 5,631 shares; 2025Q3: 5,904 shares; 2025Q4: 5,734 shares 5,734 $256K 0.01% -170 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,207 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 882 shares 882 $256K 0.01% +48 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,066 shares; 2025Q2: 2,076 shares; 2025Q3: 2,163 shares; 2025Q4: 2,168 shares 2,168 $254K 0.01% +5 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,431 shares; 2025Q1: 4,490 shares; 2025Q2: 4,619 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares 4,715 $254K 0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,139 shares; 2025Q2: 2,134 shares; 2025Q3: 2,145 shares; 2025Q4: 2,151 shares 2,151 $251K <0.01% +6 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,558 shares; 2025Q4: 4,696 shares 4,696 $251K <0.01% +138 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234 shares; 2025Q4: 231 shares 231 $247K <0.01% -3 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,288 shares; 2025Q1: 14,288 shares; 2025Q2: 14,288 shares; 2025Q3: 14,288 shares; 2025Q4: 14,288 shares 14,288 $245K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,030 shares 6,030 $243K <0.01% new Timeline HYD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,639 shares; 2025Q4: 4,643 shares 4,643 $237K <0.01% +4 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 841 shares 841 $235K <0.01% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,144 shares 6,144 $234K <0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 643 shares; 2025Q3: 740 shares; 2025Q4: 548 shares 548 $234K <0.01% -192 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,633 shares; 2025Q4: 2,636 shares 2,636 $233K <0.01% +3 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,085 shares 4,085 $232K <0.01% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,264 shares 3,264 $230K <0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,709 shares 2,709 $229K <0.01% new Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,035 shares; 2025Q4: 8,262 shares 8,262 $229K <0.01% +227 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,353 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares; 2025Q4: 2,258 shares 2,258 $227K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,349 shares; 2025Q4: 3,921 shares 3,921 $225K <0.01% +572 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares 791 $224K <0.01% new Timeline DHS 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: restricted; 2024Q4: 2,255 shares; 2025Q1: 2,249 shares; 2025Q2: 2,192 shares; 2025Q3: 2,195 shares; 2025Q4: 2,197 shares 2,197 $224K <0.01% +2 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 521 shares; 2025Q4: 534 shares 534 $223K <0.01% +13 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,035 shares; 2025Q1: 15,035 shares; 2025Q2: 15,035 shares; 2025Q3: 15,035 shares; 2025Q4: 15,035 shares 15,035 $221K <0.01% 0 Timeline WZRD ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $220K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 871 shares 871 $220K <0.01% new Timeline