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: 3,495,227 shares; 2024Q4: 3,616,414 shares; 2025Q1: 3,757,283 shares; 2025Q2: 3,461,789 shares; 2025Q3: 3,605,368 shares; 2025Q4: 3,315,971 shares 3,315,971 $155M 40.39% -289,397 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: 1,202,117 shares; 2024Q4: 1,299,227 shares; 2025Q1: 1,346,026 shares; 2025Q2: 1,199,388 shares; 2025Q3: 1,249,322 shares; 2025Q4: 1,207,997 shares 1,207,997 $46M 11.98% -41,325 Timeline SPTM 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: 324,170 shares; 2024Q4: 308,440 shares; 2025Q1: 303,299 shares; 2025Q2: 563,708 shares; 2025Q3: 535,588 shares; 2025Q4: 517,386 shares 517,386 $42.7M 11.11% -18,202 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: 1,129,702 shares; 2024Q4: 1,191,617 shares; 2025Q1: 1,255,794 shares; 2025Q2: 1,094,058 shares; 2025Q3: 1,134,204 shares; 2025Q4: 1,081,599 shares 1,081,599 $35.2M 9.17% -52,605 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: 114,195 shares; 2024Q4: 124,729 shares; 2025Q1: 123,235 shares; 2025Q2: 150,944 shares; 2025Q3: 159,307 shares; 2025Q4: 143,524 shares 143,524 $14.3M 3.73% -15,783 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: 176,076 shares; 2024Q4: 169,019 shares; 2025Q1: 165,456 shares; 2025Q2: 315,800 shares; 2025Q3: 298,322 shares; 2025Q4: 288,204 shares 288,204 $12.8M 3.33% -10,118 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: 78,431 shares; 2024Q4: 83,437 shares; 2025Q1: 84,667 shares; 2025Q2: 103,570 shares; 2025Q3: 106,269 shares; 2025Q4: 105,464 shares 105,464 $11.3M 2.94% -805 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: 101,891 shares; 2024Q4: 97,754 shares; 2025Q1: 95,944 shares; 2025Q2: 230,593 shares; 2025Q3: 220,439 shares; 2025Q4: 214,608 shares 214,608 $10M 2.61% -5,831 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: 168,211 shares; 2024Q4: 178,128 shares; 2025Q1: 175,851 shares; 2025Q2: 202,708 shares; 2025Q3: 205,354 shares; 2025Q4: 188,873 shares 188,873 $6.39M 1.66% -16,481 Timeline SPIP 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: 203,322 shares; 2024Q4: 215,418 shares; 2025Q1: 213,563 shares; 2025Q2: 248,705 shares; 2025Q3: 253,190 shares; 2025Q4: 235,154 shares 235,154 $6.1M 1.59% -18,036 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: 14,504 shares; 2024Q4: 13,871 shares; 2025Q1: 13,890 shares; 2025Q2: 13,881 shares; 2025Q3: 13,820 shares; 2025Q4: 13,402 shares 13,402 $5.18M 1.35% -418 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,331 shares; 2024Q4: 95,706 shares; 2025Q1: 95,054 shares; 2025Q2: 95,568 shares; 2025Q3: 88,877 shares; 2025Q4: 89,713 shares 89,713 $4.1M 1.07% +836 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 9,324 shares; 2025Q1: 66,385 shares; 2025Q2: 132,588 shares; 2025Q3: 159,392 shares; 2025Q4: 70,025 shares 70,025 $3.53M 0.92% -89,367 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: 138,904 shares; 2024Q4: 133,142 shares; 2025Q1: 127,647 shares; 2025Q2: 125,686 shares; 2025Q3: 119,495 shares; 2025Q4: 108,729 shares 108,729 $2.8M 0.73% -10,766 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: 43,287 shares; 2024Q4: 41,434 shares; 2025Q1: 41,354 shares; 2025Q2: 41,357 shares; 2025Q3: 41,144 shares; 2025Q4: 40,036 shares 40,036 $2.5M 0.65% -1,108 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: 68,768 shares; 2024Q4: 69,501 shares; 2025Q1: 69,894 shares; 2025Q2: 70,284 shares; 2025Q3: 71,210 shares; 2025Q4: 71,381 shares 71,381 $2.34M 0.61% +171 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: 8,270 shares; 2024Q4: 8,127 shares; 2025Q1: 8,181 shares; 2025Q2: 8,268 shares; 2025Q3: 8,203 shares; 2025Q4: 6,869 shares 6,869 $2.3M 0.6% -1,334 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,169 shares; 2024Q4: 57,169 shares; 2025Q1: 57,169 shares; 2025Q2: 57,169 shares; 2025Q3: 57,169 shares; 2025Q4: 57,169 shares 57,169 $2.26M 0.59% 0 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: 89,585 shares; 2024Q4: 84,592 shares; 2025Q1: 65,495 shares; 2025Q2: 39,456 shares; 2025Q3: 38,337 shares; 2025Q4: 39,423 shares 39,423 $1.89M 0.49% +1,086 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: 24,650 shares; 2024Q4: 23,184 shares; 2025Q1: 22,959 shares; 2025Q2: 22,472 shares; 2025Q3: 22,041 shares; 2025Q4: 19,462 shares 19,462 $1.72M 0.45% -2,579 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,961 shares; 2025Q3: 36,941 shares; 2025Q4: 13,965 shares 13,965 $1.7M 0.44% -22,976 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: 5,352 shares; 2024Q4: 5,460 shares; 2025Q1: 7,532 shares; 2025Q2: 7,404 shares; 2025Q3: 8,034 shares; 2025Q4: 7,973 shares 7,973 $1.49M 0.39% -61 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: 5,660 shares; 2024Q4: 5,720 shares; 2025Q1: 4,692 shares; 2025Q2: 4,578 shares; 2025Q3: 4,395 shares; 2025Q4: 3,945 shares 3,945 $1.07M 0.28% -450 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,195 shares; 2025Q1: 1,196 shares; 2025Q2: 1,345 shares; 2025Q3: 1,339 shares; 2025Q4: 1,557 shares 1,557 $976K 0.25% +218 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: 18,231 shares; 2024Q4: 18,034 shares; 2025Q1: 17,479 shares; 2025Q2: 17,260 shares; 2025Q3: 16,856 shares; 2025Q4: 17,127 shares 17,127 $921K 0.24% +271 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,950 shares; 2024Q4: 24,907 shares; 2025Q1: 19,211 shares; 2025Q2: 19,259 shares; 2025Q3: 19,259 shares; 2025Q4: 19,291 shares 19,291 $910K 0.24% +32 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: 2,222 shares; 2024Q4: 2,224 shares; 2025Q1: 1,749 shares; 2025Q2: 2,145 shares; 2025Q3: 2,152 shares; 2025Q4: 1,843 shares 1,843 $829K 0.22% -309 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: 3,889 shares; 2024Q4: 3,538 shares; 2025Q1: 3,436 shares; 2025Q2: 3,396 shares; 2025Q3: 3,291 shares; 2025Q4: 2,892 shares 2,892 $668K 0.17% -399 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: 1,996 shares; 2024Q4: 2,106 shares; 2025Q1: 2,181 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,040 shares 2,040 $639K 0.17% -127 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: 8,981 shares; 2024Q4: 25,261 shares; 2025Q1: 25,261 shares; 2025Q2: 25,261 shares; 2025Q3: 25,261 shares; 2025Q4: 22,903 shares 22,903 $601K 0.16% -2,358 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,571 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,505 shares 1,505 $596K 0.16% -5 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,564 shares; 2025Q1: 5,756 shares; 2025Q2: 6,170 shares; 2025Q3: 6,036 shares; 2025Q4: 5,192 shares 5,192 $465K 0.12% -844 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: 11,964 shares; 2024Q4: 10,737 shares; 2025Q1: 10,772 shares; 2025Q2: 10,718 shares; 2025Q3: 9,991 shares; 2025Q4: 9,400 shares 9,400 $423K 0.11% -591 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: not reported; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,790 shares 2,790 $377K 0.1% -81 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: 505 shares; 2024Q4: 534 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 548 shares 548 $374K 0.1% +13 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: 716 shares; 2024Q4: 708 shares; 2025Q1: 726 shares; 2025Q2: 722 shares; 2025Q3: 807 shares; 2025Q4: 763 shares 763 $369K 0.1% -44 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: not reported; 2024Q4: 792 shares; 2025Q1: 1,108 shares; 2025Q2: 1,127 shares; 2025Q3: 1,120 shares; 2025Q4: 1,130 shares 1,130 $328K 0.09% +10 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,671 shares; 2025Q1: 4,825 shares; 2025Q2: 4,653 shares; 2025Q3: 4,589 shares; 2025Q4: 4,707 shares 4,707 $306K 0.08% +118 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: 417 shares; 2024Q4: 417 shares; 2025Q1: 467 shares; 2025Q2: 487 shares; 2025Q3: 492 shares; 2025Q4: 462 shares 462 $305K 0.08% -30 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: not reported; 2024Q4: 228 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 314 shares; 2025Q4: 3,140 shares 3,140 $294K 0.08% +2,826 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: not reported; 2024Q4: 589 shares; 2025Q1: 640 shares; 2025Q2: 520 shares; 2025Q3: 537 shares; 2025Q4: 546 shares 546 $274K 0.07% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,413 shares 11,413 $274K 0.07% new 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: 444 shares; 2024Q4: 444 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 444 shares; 2025Q4: 444 shares 444 $268K 0.07% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,147 shares; 2025Q4: 5,147 shares 5,147 $242K 0.06% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,281 shares; 2025Q1: 2,291 shares; 2025Q2: 2,263 shares; 2025Q3: 2,164 shares; 2025Q4: 2,182 shares 2,182 $240K 0.06% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 1,133 shares 1,133 $240K 0.06% +168 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,330 shares 4,330 $207K 0.05% new Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,859 shares; 2025Q4: 27,859 shares 27,859 $130K 0.03% 0 Timeline