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: 440,131 shares; 2024Q4: 535,736 shares; 2025Q1: 583,935 shares; 2025Q2: 624,720 shares; 2025Q3: 598,429 shares; 2025Q4: 627,909 shares 627,909 $430M 12.36% +29,480 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869,906 shares; 2024Q4: 3,266,064 shares; 2025Q1: 3,527,185 shares; 2025Q2: 3,576,178 shares; 2025Q3: 3,600,340 shares; 2025Q4: 3,582,196 shares 3,582,196 $367M 10.55% -18,144 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: 861,225 shares; 2024Q4: 1,224,131 shares; 2025Q1: 1,541,432 shares; 2025Q2: 1,483,454 shares; 2025Q3: 1,527,300 shares; 2025Q4: 1,620,708 shares 1,620,708 $343M 9.86% +93,408 Timeline ACWV 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: 2,413,437 shares; 2024Q4: 2,426,540 shares; 2025Q1: 2,449,396 shares; 2025Q2: 2,415,137 shares; 2025Q3: 2,419,677 shares; 2025Q4: 2,406,100 shares 2,406,100 $286M 8.21% -13,577 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: 5,193,824 shares; 2024Q4: 5,170,364 shares; 2025Q1: 5,235,595 shares; 2025Q2: 4,813,806 shares; 2025Q3: 4,124,235 shares; 2025Q4: 4,304,051 shares 4,304,051 $216M 6.22% +179,816 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: 968,782 shares; 2024Q4: 951,430 shares; 2025Q1: 954,913 shares; 2025Q2: 964,064 shares; 2025Q3: 968,533 shares; 2025Q4: 954,027 shares 954,027 $210M 6.02% -14,506 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: 153,207 shares; 2024Q4: 151,599 shares; 2025Q1: 155,377 shares; 2025Q2: 157,684 shares; 2025Q3: 157,178 shares; 2025Q4: 180,170 shares 180,170 $113M 3.25% +22,992 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: 553,753 shares; 2024Q4: 596,334 shares; 2025Q1: 699,254 shares; 2025Q2: 771,658 shares; 2025Q3: 839,172 shares; 2025Q4: 915,576 shares 915,576 $81.9M 2.35% +76,404 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: 1,176,253 shares; 2024Q4: 1,185,995 shares; 2025Q1: 1,135,549 shares; 2025Q2: 1,128,310 shares; 2025Q3: 1,117,343 shares; 2025Q4: 1,090,928 shares 1,090,928 $77.9M 2.24% -26,415 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: 304,551 shares; 2024Q4: 300,142 shares; 2025Q1: 344,493 shares; 2025Q2: 300,315 shares; 2025Q3: 292,895 shares; 2025Q4: 283,200 shares 283,200 $77M 2.21% -9,695 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: 982,853 shares; 2024Q4: 1,000,894 shares; 2025Q1: 1,010,377 shares; 2025Q2: 1,011,769 shares; 2025Q3: 1,019,936 shares; 2025Q4: 1,052,887 shares 1,052,887 $70.8M 2.03% +32,951 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: 67,864 shares; 2024Q4: 68,926 shares; 2025Q1: 71,605 shares; 2025Q2: 112,672 shares; 2025Q3: 112,068 shares; 2025Q4: 114,328 shares 114,328 $42.7M 1.23% +2,260 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: 60,452 shares; 2024Q4: 60,869 shares; 2025Q1: 60,356 shares; 2025Q2: 61,012 shares; 2025Q3: 60,429 shares; 2025Q4: 59,832 shares 59,832 $40.8M 1.17% -597 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: 501,386 shares; 2024Q4: 492,861 shares; 2025Q1: 503,280 shares; 2025Q2: 530,152 shares; 2025Q3: 544,740 shares; 2025Q4: 526,032 shares 526,032 $39M 1.12% -18,708 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: 64,878 shares; 2024Q4: 65,476 shares; 2025Q1: 64,299 shares; 2025Q2: 62,782 shares; 2025Q3: 61,401 shares; 2025Q4: 68,717 shares 68,717 $34.5M 0.99% +7,316 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: 391,050 shares; 2024Q4: 416,563 shares; 2025Q1: 393,597 shares; 2025Q2: 479,364 shares; 2025Q3: 547,715 shares; 2025Q4: 735,702 shares 735,702 $33.9M 0.97% +187,987 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: 698,286 shares; 2024Q4: 695,892 shares; 2025Q1: 702,495 shares; 2025Q2: 720,613 shares; 2025Q3: 725,093 shares; 2025Q4: 718,099 shares 718,099 $33.5M 0.96% -6,994 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: 187,824 shares; 2024Q4: 166,621 shares; 2025Q1: 172,436 shares; 2025Q2: 340,459 shares; 2025Q3: 338,053 shares; 2025Q4: 302,809 shares 302,809 $32.4M 0.93% -35,244 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: 91,543 shares; 2024Q4: 91,088 shares; 2025Q1: 92,267 shares; 2025Q2: 95,846 shares; 2025Q3: 95,606 shares; 2025Q4: 94,392 shares 94,392 $31.6M 0.91% -1,214 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: 444,445 shares; 2024Q4: 426,881 shares; 2025Q1: 463,928 shares; 2025Q2: 452,195 shares; 2025Q3: 465,643 shares; 2025Q4: 481,329 shares 481,329 $31.3M 0.9% +15,686 Timeline VIOV 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: 33,233 shares; 2024Q4: 32,828 shares; 2025Q1: 32,252 shares; 2025Q2: 340,934 shares; 2025Q3: 333,294 shares; 2025Q4: 311,630 shares 311,630 $30.5M 0.88% -21,664 Timeline CRBN 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: 99,840 shares; 2024Q4: 105,698 shares; 2025Q1: 113,201 shares; 2025Q2: 113,526 shares; 2025Q3: 114,664 shares; 2025Q4: 116,572 shares 116,572 $26.9M 0.77% +1,908 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: 324,521 shares; 2024Q4: 321,872 shares; 2025Q1: 324,744 shares; 2025Q2: 327,792 shares; 2025Q3: 328,250 shares; 2025Q4: 333,057 shares 333,057 $24.5M 0.7% +4,807 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: 735,212 shares; 2024Q4: 735,212 shares; 2025Q1: 745,315 shares; 2025Q2: 745,315 shares; 2025Q3: 736,908 shares; 2025Q4: 727,702 shares 727,702 $23.8M 0.68% -9,206 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: 45,728 shares; 2024Q4: 46,814 shares; 2025Q1: 47,001 shares; 2025Q2: 46,947 shares; 2025Q3: 44,994 shares; 2025Q4: 48,086 shares 48,086 $23.3M 0.67% +3,092 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: 79,369 shares; 2024Q4: 80,473 shares; 2025Q1: 80,187 shares; 2025Q2: 75,264 shares; 2025Q3: 73,891 shares; 2025Q4: 72,282 shares 72,282 $22.6M 0.65% -1,609 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: 47,753 shares; 2024Q4: 57,498 shares; 2025Q1: 74,582 shares; 2025Q2: 70,004 shares; 2025Q3: 75,267 shares; 2025Q4: 81,513 shares 81,513 $21M 0.6% +6,246 Timeline FNDE 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: 708,816 shares; 2024Q4: 665,865 shares; 2025Q1: 654,821 shares; 2025Q2: 636,111 shares; 2025Q3: 624,096 shares; 2025Q4: 542,249 shares 542,249 $19.6M 0.56% -81,847 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: 110,846 shares; 2024Q4: 126,032 shares; 2025Q1: 126,376 shares; 2025Q2: 285,460 shares; 2025Q3: 163,669 shares; 2025Q4: 193,384 shares 193,384 $19.3M 0.55% +29,715 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: 7,486 shares; 2024Q4: 7,486 shares; 2025Q1: 7,486 shares; 2025Q2: 347,452 shares; 2025Q3: 367,049 shares; 2025Q4: 400,076 shares 400,076 $19.3M 0.55% +33,027 Timeline DEM 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: 466,304 shares; 2024Q4: 451,802 shares; 2025Q1: 439,762 shares; 2025Q2: 422,475 shares; 2025Q3: 419,980 shares; 2025Q4: 412,426 shares 412,426 $19.3M 0.55% -7,554 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: 89,243 shares; 2024Q4: 88,963 shares; 2025Q1: 87,859 shares; 2025Q2: 104,063 shares; 2025Q3: 102,384 shares; 2025Q4: 100,607 shares 100,607 $19.2M 0.55% -1,777 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,046 shares; 2024Q4: 279,046 shares; 2025Q1: 279,046 shares; 2025Q2: 279,046 shares; 2025Q3: 280,560 shares; 2025Q4: 282,431 shares 282,431 $15.5M 0.44% +1,871 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: 84,282 shares; 2024Q4: 85,846 shares; 2025Q1: 85,862 shares; 2025Q2: 84,961 shares; 2025Q3: 84,672 shares; 2025Q4: 82,415 shares 82,415 $14.9M 0.43% -2,257 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: 145,183 shares; 2024Q4: 148,964 shares; 2025Q1: 145,755 shares; 2025Q2: 134,618 shares; 2025Q3: 137,470 shares; 2025Q4: 238,514 shares 238,514 $14.9M 0.43% +101,044 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,350 shares; 2024Q4: 131,487 shares; 2025Q1: 138,595 shares; 2025Q2: 141,515 shares; 2025Q3: 142,783 shares; 2025Q4: 147,079 shares 147,079 $14.1M 0.41% +4,296 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: 46,772 shares; 2024Q4: 46,842 shares; 2025Q1: 46,862 shares; 2025Q2: 46,458 shares; 2025Q3: 46,242 shares; 2025Q4: 54,428 shares 54,428 $13.4M 0.38% +8,186 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: 109,378 shares; 2024Q4: 108,330 shares; 2025Q1: 112,541 shares; 2025Q2: 111,774 shares; 2025Q3: 106,313 shares; 2025Q4: 93,262 shares 93,262 $13.4M 0.38% -13,051 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: 43,579 shares; 2024Q4: 44,219 shares; 2025Q1: 43,632 shares; 2025Q2: 43,492 shares; 2025Q3: 42,302 shares; 2025Q4: 41,020 shares 41,020 $12.9M 0.37% -1,282 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: 282,026 shares; 2024Q4: 282,036 shares; 2025Q1: 314,110 shares; 2025Q2: 324,443 shares; 2025Q3: 320,167 shares; 2025Q4: 320,175 shares 320,175 $12.7M 0.36% +8 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: 199,190 shares; 2024Q4: 221,211 shares; 2025Q1: 236,233 shares; 2025Q2: 248,098 shares; 2025Q3: 252,229 shares; 2025Q4: 257,403 shares 257,403 $11.6M 0.33% +5,174 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: 171,748 shares; 2024Q4: 173,061 shares; 2025Q1: 190,141 shares; 2025Q2: 193,868 shares; 2025Q3: 191,941 shares; 2025Q4: 191,240 shares 191,240 $11.4M 0.33% -701 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,493 shares; 2024Q4: 84,135 shares; 2025Q1: 93,543 shares; 2025Q2: 102,247 shares; 2025Q3: 105,559 shares; 2025Q4: 130,776 shares 130,776 $10.5M 0.3% +25,217 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: 211,215 shares; 2024Q4: 212,506 shares; 2025Q1: 209,047 shares; 2025Q2: 204,352 shares; 2025Q3: 202,427 shares; 2025Q4: 205,214 shares 205,214 $10.2M 0.29% +2,787 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: 21,463 shares; 2024Q4: 21,427 shares; 2025Q1: 20,574 shares; 2025Q2: 12,891 shares; 2025Q3: 13,148 shares; 2025Q4: 13,289 shares 13,289 $10M 0.29% +141 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: 26,056 shares; 2024Q4: 28,229 shares; 2025Q1: 27,961 shares; 2025Q2: 25,520 shares; 2025Q3: 25,466 shares; 2025Q4: 24,515 shares 24,515 $9.48M 0.27% -951 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: 21,958 shares; 2024Q4: 23,476 shares; 2025Q1: 25,808 shares; 2025Q2: 25,838 shares; 2025Q3: 24,542 shares; 2025Q4: 49,856 shares 49,856 $9.3M 0.27% +25,314 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: 65,706 shares; 2024Q4: 64,652 shares; 2025Q1: 67,878 shares; 2025Q2: 66,227 shares; 2025Q3: 58,825 shares; 2025Q4: 137,803 shares 137,803 $9.1M 0.26% +78,978 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,726 shares 102,726 $8.47M 0.24% new 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: 114,218 shares; 2024Q4: 113,748 shares; 2025Q1: 112,988 shares; 2025Q2: 112,693 shares; 2025Q3: 117,061 shares; 2025Q4: 115,482 shares 115,482 $8.05M 0.23% -1,579 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: 47,530 shares; 2024Q4: 54,843 shares; 2025Q1: 55,770 shares; 2025Q2: 99,808 shares; 2025Q3: 49,197 shares; 2025Q4: 83,671 shares 83,671 $8.03M 0.23% +34,474 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: 25,216 shares; 2024Q4: 27,255 shares; 2025Q1: 26,253 shares; 2025Q2: 24,330 shares; 2025Q3: 23,028 shares; 2025Q4: 24,769 shares 24,769 $7.98M 0.23% +1,741 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: 104,321 shares; 2024Q4: 104,673 shares; 2025Q1: 92,854 shares; 2025Q2: 86,569 shares; 2025Q3: 85,448 shares; 2025Q4: 83,206 shares 83,206 $7.83M 0.23% -2,242 Timeline DLN 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: 42,339 shares; 2024Q4: 41,366 shares; 2025Q1: 40,224 shares; 2025Q2: 65,224 shares; 2025Q3: 90,157 shares; 2025Q4: 88,889 shares 88,889 $7.83M 0.22% -1,268 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: 29,863 shares; 2024Q4: 31,572 shares; 2025Q1: 30,691 shares; 2025Q2: 30,122 shares; 2025Q3: 31,738 shares; 2025Q4: 33,552 shares 33,552 $7.74M 0.22% +1,814 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: 24,949 shares; 2024Q4: 26,687 shares; 2025Q1: 33,818 shares; 2025Q2: 48,781 shares; 2025Q3: 51,365 shares; 2025Q4: 64,366 shares 64,366 $7.74M 0.22% +13,001 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: 34,723 shares; 2024Q4: 33,800 shares; 2025Q1: 33,800 shares; 2025Q2: 35,820 shares; 2025Q3: 36,909 shares; 2025Q4: 36,641 shares 36,641 $7.71M 0.22% -268 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: 102,679 shares; 2024Q4: 110,423 shares; 2025Q1: 108,327 shares; 2025Q2: 108,842 shares; 2025Q3: 110,935 shares; 2025Q4: 140,133 shares 140,133 $7.53M 0.22% +29,198 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: 12,053 shares; 2024Q4: 11,337 shares; 2025Q1: 11,442 shares; 2025Q2: 11,069 shares; 2025Q3: 10,627 shares; 2025Q4: 11,224 shares 11,224 $7.41M 0.21% +597 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 13,494 shares; 2025Q1: 13,494 shares; 2025Q2: 13,494 shares; 2025Q3: 13,494 shares; 2025Q4: 54,846 shares 54,846 $7.07M 0.2% +41,352 Timeline VONV 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: 41,128 shares; 2024Q4: 40,191 shares; 2025Q1: 40,191 shares; 2025Q2: 40,191 shares; 2025Q3: 40,191 shares; 2025Q4: 72,300 shares 72,300 $6.67M 0.19% +32,109 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: 14,334 shares; 2024Q4: 13,104 shares; 2025Q1: 11,951 shares; 2025Q2: 11,951 shares; 2025Q3: 12,773 shares; 2025Q4: 12,917 shares 12,917 $6.3M 0.18% +144 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: 85,662 shares; 2024Q4: 254,914 shares; 2025Q1: 231,762 shares; 2025Q2: 230,410 shares; 2025Q3: 229,919 shares; 2025Q4: 227,400 shares 227,400 $6.12M 0.18% -2,519 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: 23,325 shares; 2024Q4: 23,325 shares; 2025Q1: 23,425 shares; 2025Q2: 37,939 shares; 2025Q3: 37,939 shares; 2025Q4: 40,235 shares 40,235 $5.98M 0.17% +2,296 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,532 shares; 2024Q4: 183,058 shares; 2025Q1: 206,742 shares; 2025Q2: 153,062 shares; 2025Q3: 163,708 shares; 2025Q4: 176,091 shares 176,091 $5.9M 0.17% +12,383 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: not reported; 2024Q4: 6,868 shares; 2025Q1: 6,868 shares; 2025Q2: 6,868 shares; 2025Q3: 6,868 shares; 2025Q4: 42,007 shares 42,007 $5.85M 0.17% +35,139 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: 131,390 shares; 2024Q4: 127,921 shares; 2025Q1: 86,685 shares; 2025Q2: 78,711 shares; 2025Q3: 76,881 shares; 2025Q4: 65,678 shares 65,678 $5.66M 0.16% -11,203 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,759 shares; 2024Q4: 106,537 shares; 2025Q1: 125,647 shares; 2025Q2: 131,679 shares; 2025Q3: 141,658 shares; 2025Q4: 151,667 shares 151,667 $5.43M 0.16% +10,009 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: 29,744 shares; 2024Q4: 29,744 shares; 2025Q1: 29,744 shares; 2025Q2: 29,744 shares; 2025Q3: 29,744 shares; 2025Q4: 29,744 shares 29,744 $4.93M 0.14% 0 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: 5,242 shares; 2024Q4: 5,034 shares; 2025Q1: 5,893 shares; 2025Q2: 7,219 shares; 2025Q3: 7,212 shares; 2025Q4: 7,927 shares 7,927 $4.87M 0.14% +715 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: 30,708 shares; 2024Q4: 30,756 shares; 2025Q1: 28,352 shares; 2025Q2: 28,359 shares; 2025Q3: 27,892 shares; 2025Q4: 28,082 shares 28,082 $4.79M 0.14% +190 Timeline IUSG 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: 27,787 shares; 2024Q4: 27,787 shares; 2025Q1: 27,787 shares; 2025Q2: 27,787 shares; 2025Q3: 27,787 shares; 2025Q4: 27,787 shares 27,787 $4.67M 0.13% 0 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: 10,812 shares; 2024Q4: 10,823 shares; 2025Q1: 13,624 shares; 2025Q2: 13,337 shares; 2025Q3: 14,680 shares; 2025Q4: 14,444 shares 14,444 $4.55M 0.13% -236 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: 30,566 shares; 2024Q4: 33,076 shares; 2025Q1: 32,287 shares; 2025Q2: 32,524 shares; 2025Q3: 31,364 shares; 2025Q4: 31,461 shares 31,461 $4.51M 0.13% +97 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: 34,962 shares; 2024Q4: 35,190 shares; 2025Q1: 47,845 shares; 2025Q2: 62,926 shares; 2025Q3: 86,913 shares; 2025Q4: 88,711 shares 88,711 $4.42M 0.13% +1,798 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,214 shares; 2024Q4: 33,214 shares; 2025Q1: 33,249 shares; 2025Q2: 29,934 shares; 2025Q3: 28,892 shares; 2025Q4: 27,025 shares 27,025 $4.41M 0.13% -1,867 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: 2,316 shares; 2024Q4: 2,450 shares; 2025Q1: 2,365 shares; 2025Q2: 2,917 shares; 2025Q3: 2,854 shares; 2025Q4: 12,375 shares 12,375 $4.33M 0.12% +9,521 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: 10,805 shares; 2024Q4: 11,477 shares; 2025Q1: 10,345 shares; 2025Q2: 11,080 shares; 2025Q3: 10,144 shares; 2025Q4: 12,016 shares 12,016 $4.16M 0.12% +1,872 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: 23,211 shares; 2024Q4: 22,360 shares; 2025Q1: 20,992 shares; 2025Q2: 20,226 shares; 2025Q3: 19,296 shares; 2025Q4: 19,866 shares 19,866 $4.11M 0.12% +570 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: 57,189 shares; 2024Q4: 57,260 shares; 2025Q1: 57,260 shares; 2025Q2: 58,150 shares; 2025Q3: 57,413 shares; 2025Q4: 52,883 shares 52,883 $4.1M 0.12% -4,530 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: 19,989 shares; 2024Q4: 19,761 shares; 2025Q1: 20,066 shares; 2025Q2: 19,994 shares; 2025Q3: 19,828 shares; 2025Q4: 20,765 shares 20,765 $4.05M 0.12% +937 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,710 shares; 2025Q3: 82,608 shares; 2025Q4: 81,710 shares 81,710 $4.04M 0.12% -898 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: 36,379 shares; 2024Q4: 39,454 shares; 2025Q1: 39,454 shares; 2025Q2: 78,908 shares; 2025Q3: 39,311 shares; 2025Q4: 39,325 shares 39,325 $3.79M 0.11% +14 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 5 shares 5 $3.77M 0.11% -3 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 130,604 shares 130,604 $3.66M 0.11% new 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: 9,742 shares; 2024Q4: 9,883 shares; 2025Q1: 9,883 shares; 2025Q2: 9,996 shares; 2025Q3: 7,571 shares; 2025Q4: 7,691 shares 7,691 $3.64M 0.1% +120 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: 6,135 shares; 2024Q4: 6,055 shares; 2025Q1: 7,473 shares; 2025Q2: 12,722 shares; 2025Q3: 8,899 shares; 2025Q4: 42,153 shares 42,153 $3.49M 0.1% +33,254 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: 22,338 shares; 2024Q4: 21,296 shares; 2025Q1: 20,835 shares; 2025Q2: 18,223 shares; 2025Q3: 15,650 shares; 2025Q4: 17,996 shares 17,996 $3.45M 0.1% +2,346 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: 25,374 shares; 2024Q4: 24,830 shares; 2025Q1: 25,096 shares; 2025Q2: 22,032 shares; 2025Q3: 21,650 shares; 2025Q4: 22,165 shares 22,165 $3.4M 0.1% +515 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: 39,895 shares; 2024Q4: 38,281 shares; 2025Q1: 37,436 shares; 2025Q2: 37,013 shares; 2025Q3: 37,118 shares; 2025Q4: 37,981 shares 37,981 $3.36M 0.1% +863 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: 62,105 shares; 2024Q4: 59,594 shares; 2025Q1: 59,597 shares; 2025Q2: 59,607 shares; 2025Q3: 59,594 shares; 2025Q4: 59,594 shares 59,594 $3.25M 0.09% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,124 shares; 2024Q4: 24,114 shares; 2025Q1: 25,986 shares; 2025Q2: 25,610 shares; 2025Q3: 25,531 shares; 2025Q4: 26,156 shares 26,156 $3.15M 0.09% +625 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: 6,324 shares; 2024Q4: 6,585 shares; 2025Q1: 5,432 shares; 2025Q2: 5,080 shares; 2025Q3: 4,150 shares; 2025Q4: 11,627 shares 11,627 $3.08M 0.09% +7,477 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,013 shares; 2025Q1: 2,020 shares; 2025Q2: 2,006 shares; 2025Q3: 2,000 shares; 2025Q4: 2,001 shares 2,001 $2.66M 0.08% +1 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: 20,980 shares; 2024Q4: 21,547 shares; 2025Q1: 18,631 shares; 2025Q2: 18,238 shares; 2025Q3: 17,942 shares; 2025Q4: 34,463 shares 34,463 $2.65M 0.08% +16,521 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,318 shares; 2024Q4: 25,740 shares; 2025Q1: 25,932 shares; 2025Q2: 24,806 shares; 2025Q3: 23,813 shares; 2025Q4: 24,245 shares 24,245 $2.42M 0.07% +432 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: 18,389 shares; 2024Q4: 18,053 shares; 2025Q1: 18,943 shares; 2025Q2: 18,742 shares; 2025Q3: 17,101 shares; 2025Q4: 16,607 shares 16,607 $2.38M 0.07% -494 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,716 shares; 2024Q4: 17,865 shares; 2025Q1: 17,024 shares; 2025Q2: 17,374 shares; 2025Q3: 17,316 shares; 2025Q4: 16,841 shares 16,841 $2.38M 0.07% -475 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: 26,339 shares; 2024Q4: 26,339 shares; 2025Q1: 24,185 shares; 2025Q2: 24,185 shares; 2025Q3: 24,185 shares; 2025Q4: 45,994 shares 45,994 $2.2M 0.06% +21,809 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: 6,758 shares; 2024Q4: 5,438 shares; 2025Q1: 6,810 shares; 2025Q2: 6,697 shares; 2025Q3: 5,147 shares; 2025Q4: 4,889 shares 4,889 $2.2M 0.06% -258 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: 46,410 shares; 2024Q4: 45,230 shares; 2025Q1: 44,319 shares; 2025Q2: 88,726 shares; 2025Q3: 39,576 shares; 2025Q4: 39,780 shares 39,780 $2.18M 0.06% +204 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: 15,585 shares; 2024Q4: 15,174 shares; 2025Q1: 14,602 shares; 2025Q2: 12,779 shares; 2025Q3: 12,265 shares; 2025Q4: 12,641 shares 12,641 $2.16M 0.06% +376 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: 31,127 shares; 2024Q4: 29,629 shares; 2025Q1: 29,629 shares; 2025Q2: 38,787 shares; 2025Q3: 45,218 shares; 2025Q4: 45,218 shares 45,218 $2.16M 0.06% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,777 shares; 2025Q1: 8,503 shares; 2025Q2: 8,396 shares; 2025Q3: 9,235 shares; 2025Q4: 9,442 shares 9,442 $2.16M 0.06% +207 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: 5,396 shares; 2024Q4: 4,698 shares; 2025Q1: 4,665 shares; 2025Q2: 4,599 shares; 2025Q3: 4,778 shares; 2025Q4: 6,019 shares 6,019 $2.11M 0.06% +1,241 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: 20,318 shares; 2024Q4: 19,934 shares; 2025Q1: 19,260 shares; 2025Q2: 17,259 shares; 2025Q3: 17,053 shares; 2025Q4: 16,738 shares 16,738 $2.1M 0.06% -315 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: 13,463 shares; 2024Q4: 13,463 shares; 2025Q1: 13,463 shares; 2025Q2: 13,463 shares; 2025Q3: 13,238 shares; 2025Q4: 30,167 shares 30,167 $2.09M 0.06% +16,929 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: 26,051 shares; 2024Q4: 74,244 shares; 2025Q1: 77,840 shares; 2025Q2: 77,840 shares; 2025Q3: 77,840 shares; 2025Q4: 79,715 shares 79,715 $2.09M 0.06% +1,875 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: 24,430 shares; 2024Q4: 22,051 shares; 2025Q1: 21,881 shares; 2025Q2: 22,650 shares; 2025Q3: 21,687 shares; 2025Q4: 21,782 shares 21,782 $2.03M 0.06% +95 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: 15,564 shares; 2024Q4: 15,564 shares; 2025Q1: 15,564 shares; 2025Q2: 15,564 shares; 2025Q3: 15,564 shares; 2025Q4: 14,553 shares 14,553 $2.03M 0.06% -1,011 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: 2,885 shares; 2024Q4: 3,045 shares; 2025Q1: 3,107 shares; 2025Q2: 3,326 shares; 2025Q3: 3,140 shares; 2025Q4: 3,467 shares 3,467 $1.98M 0.06% +327 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: 19,288 shares; 2024Q4: 19,288 shares; 2025Q1: 19,723 shares; 2025Q2: 19,060 shares; 2025Q3: 18,830 shares; 2025Q4: 17,932 shares 17,932 $1.98M 0.06% -898 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: 34,690 shares; 2024Q4: 36,278 shares; 2025Q1: 36,825 shares; 2025Q2: 34,900 shares; 2025Q3: 33,076 shares; 2025Q4: 35,867 shares 35,867 $1.97M 0.06% +2,791 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 2,014 shares; 2025Q1: 2,131 shares; 2025Q2: 2,211 shares; 2025Q3: 2,031 shares; 2025Q4: 2,219 shares 2,219 $1.91M 0.05% +188 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: 45,844 shares; 2024Q4: 45,346 shares; 2025Q1: 42,303 shares; 2025Q2: 41,519 shares; 2025Q3: 41,519 shares; 2025Q4: 41,372 shares 41,372 $1.9M 0.05% -147 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: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,123 shares 3,123 $1.88M 0.05% -98 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,313 shares; 2024Q4: 12,313 shares; 2025Q1: 12,313 shares; 2025Q2: 24,666 shares; 2025Q3: 12,301 shares; 2025Q4: 13,757 shares 13,757 $1.88M 0.05% +1,456 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: 16,487 shares; 2024Q4: 15,713 shares; 2025Q1: 14,976 shares; 2025Q2: 14,138 shares; 2025Q3: 13,380 shares; 2025Q4: 12,237 shares 12,237 $1.87M 0.05% -1,143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,343 shares 40,343 $1.85M 0.05% new 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: 10,316 shares; 2024Q4: 11,910 shares; 2025Q1: 11,919 shares; 2025Q2: 11,624 shares; 2025Q3: 11,633 shares; 2025Q4: 12,895 shares 12,895 $1.85M 0.05% +1,262 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: 5,002 shares; 2024Q4: 5,172 shares; 2025Q1: 4,629 shares; 2025Q2: 4,410 shares; 2025Q3: 4,348 shares; 2025Q4: 4,778 shares 4,778 $1.77M 0.05% +430 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: 6,647 shares; 2024Q4: 6,579 shares; 2025Q1: 6,626 shares; 2025Q2: 6,613 shares; 2025Q3: 7,034 shares; 2025Q4: 7,261 shares 7,261 $1.75M 0.05% +227 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: 4,647 shares; 2024Q4: 4,814 shares; 2025Q1: 4,846 shares; 2025Q2: 4,717 shares; 2025Q3: 4,532 shares; 2025Q4: 5,906 shares 5,906 $1.75M 0.05% +1,374 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: 10,269 shares; 2024Q4: 10,863 shares; 2025Q1: 10,886 shares; 2025Q2: 9,557 shares; 2025Q3: 9,428 shares; 2025Q4: 9,485 shares 9,485 $1.74M 0.05% +57 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: 6,017 shares; 2024Q4: 6,109 shares; 2025Q1: 5,680 shares; 2025Q2: 5,634 shares; 2025Q3: 5,605 shares; 2025Q4: 5,043 shares 5,043 $1.74M 0.05% -562 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: 4,693 shares; 2024Q4: 4,130 shares; 2025Q1: 3,981 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares; 2025Q4: 5,885 shares 5,885 $1.71M 0.05% +2,475 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: 15,033 shares; 2024Q4: 52,559 shares; 2025Q1: 46,166 shares; 2025Q2: 46,166 shares; 2025Q3: 50,501 shares; 2025Q4: 55,809 shares 55,809 $1.65M 0.05% +5,308 Timeline HYG 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: 3,346 shares; 2024Q4: 4,718 shares; 2025Q1: 4,388 shares; 2025Q2: 10,082 shares; 2025Q3: 10,165 shares; 2025Q4: 20,372 shares 20,372 $1.64M 0.05% +10,207 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,744 shares; 2024Q4: 48,797 shares; 2025Q1: 31,677 shares; 2025Q2: 10,180 shares; 2025Q3: 10,180 shares; 2025Q4: 18,979 shares 18,979 $1.6M 0.05% +8,799 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: 15,377 shares; 2024Q4: 15,272 shares; 2025Q1: 15,094 shares; 2025Q2: 16,790 shares; 2025Q3: 13,810 shares; 2025Q4: 15,183 shares 15,183 $1.6M 0.05% +1,373 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: 4,186 shares; 2024Q4: 4,132 shares; 2025Q1: 4,495 shares; 2025Q2: 4,949 shares; 2025Q3: 4,433 shares; 2025Q4: 4,680 shares 4,680 $1.58M 0.05% +247 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: 4,438 shares; 2024Q4: 4,432 shares; 2025Q1: 4,364 shares; 2025Q2: 4,411 shares; 2025Q3: 4,475 shares; 2025Q4: 4,737 shares 4,737 $1.55M 0.04% +262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,443 shares 60,443 $1.51M 0.04% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,912 shares; 2024Q4: 8,093 shares; 2025Q1: 8,041 shares; 2025Q2: 7,135 shares; 2025Q3: 6,396 shares; 2025Q4: 6,510 shares 6,510 $1.51M 0.04% +114 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: 15,813 shares; 2024Q4: 15,905 shares; 2025Q1: 14,819 shares; 2025Q2: 13,491 shares; 2025Q3: 13,169 shares; 2025Q4: 13,199 shares 13,199 $1.5M 0.04% +30 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: 14,450 shares; 2024Q4: 16,409 shares; 2025Q1: 13,459 shares; 2025Q2: 13,431 shares; 2025Q3: 11,905 shares; 2025Q4: 13,207 shares 13,207 $1.47M 0.04% +1,302 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: 2,520 shares; 2024Q4: 2,468 shares; 2025Q1: 2,545 shares; 2025Q2: 2,511 shares; 2025Q3: 2,476 shares; 2025Q4: 2,537 shares 2,537 $1.45M 0.04% +61 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: 5,422 shares; 2024Q4: 5,448 shares; 2025Q1: 4,972 shares; 2025Q2: 4,972 shares; 2025Q3: 4,493 shares; 2025Q4: 4,683 shares 4,683 $1.41M 0.04% +190 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: 5,497 shares; 2024Q4: 5,277 shares; 2025Q1: 5,187 shares; 2025Q2: 4,662 shares; 2025Q3: 4,157 shares; 2025Q4: 4,486 shares 4,486 $1.38M 0.04% +329 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: 3,507 shares; 2024Q4: 4,620 shares; 2025Q1: 3,084 shares; 2025Q2: 2,990 shares; 2025Q3: 3,655 shares; 2025Q4: 9,310 shares 9,310 $1.34M 0.04% +5,655 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: 2,336 shares; 2024Q4: 2,372 shares; 2025Q1: 1,227 shares; 2025Q2: 5,871 shares; 2025Q3: 4,928 shares; 2025Q4: 5,073 shares 5,073 $1.3M 0.04% +145 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: 24,535 shares; 2024Q4: 22,684 shares; 2025Q1: 24,080 shares; 2025Q2: 21,584 shares; 2025Q3: 20,289 shares; 2025Q4: 20,242 shares 20,242 $1.3M 0.04% -47 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: 39,901 shares; 2024Q4: 39,901 shares; 2025Q1: 39,901 shares; 2025Q2: 39,901 shares; 2025Q3: 39,901 shares; 2025Q4: 39,901 shares 39,901 $1.26M 0.04% 0 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: 1,399 shares; 2024Q4: 1,573 shares; 2025Q1: 1,441 shares; 2025Q2: 1,445 shares; 2025Q3: 1,399 shares; 2025Q4: 13,413 shares 13,413 $1.26M 0.04% +12,014 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: 15,229 shares; 2024Q4: 49,991 shares; 2025Q1: 50,373 shares; 2025Q2: 45,339 shares; 2025Q3: 40,109 shares; 2025Q4: 45,652 shares 45,652 $1.25M 0.04% +5,543 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,679 shares; 2024Q4: 11,294 shares; 2025Q1: 11,321 shares; 2025Q2: 11,297 shares; 2025Q3: 11,247 shares; 2025Q4: 11,117 shares 11,117 $1.25M 0.04% -130 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: 3,798 shares; 2024Q4: 23,403 shares; 2025Q1: 16,173 shares; 2025Q2: 16,172 shares; 2025Q3: 30,648 shares; 2025Q4: 37,698 shares 37,698 $1.23M 0.04% +7,050 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,504 shares; 2025Q3: 3,446 shares; 2025Q4: 3,766 shares 3,766 $1.22M 0.03% +320 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: 2,643 shares; 2024Q4: 2,844 shares; 2025Q1: 2,911 shares; 2025Q2: 3,778 shares; 2025Q3: 4,113 shares; 2025Q4: 4,957 shares 4,957 $1.2M 0.03% +844 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,626 shares; 2025Q3: 10,930 shares; 2025Q4: 10,818 shares 10,818 $1.19M 0.03% -112 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: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 2,882 shares 2,882 $1.19M 0.03% +2,168 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: 6,955 shares; 2024Q4: 6,978 shares; 2025Q1: 6,978 shares; 2025Q2: 12,688 shares; 2025Q3: 12,818 shares; 2025Q4: 13,227 shares 13,227 $1.18M 0.03% +409 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: 8,829 shares; 2024Q4: 8,787 shares; 2025Q1: 8,191 shares; 2025Q2: 7,371 shares; 2025Q3: 7,015 shares; 2025Q4: 7,188 shares 7,188 $1.15M 0.03% +173 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: not reported; 2024Q4: not reported; 2025Q1: 4,004 shares; 2025Q2: 3,768 shares; 2025Q3: 3,562 shares; 2025Q4: 2,933 shares 2,933 $1.14M 0.03% -629 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: 3,021 shares; 2024Q4: 4,026 shares; 2025Q1: 4,026 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,693 shares 2,693 $1.07M 0.03% +44 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: 5,514 shares; 2024Q4: 4,896 shares; 2025Q1: 4,810 shares; 2025Q2: 4,594 shares; 2025Q3: 4,129 shares; 2025Q4: 4,495 shares 4,495 $1.03M 0.03% +366 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: 4,482 shares; 2024Q4: 4,498 shares; 2025Q1: 4,217 shares; 2025Q2: 3,361 shares; 2025Q3: 3,076 shares; 2025Q4: 3,026 shares 3,026 $999K 0.03% -50 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,777 shares; 2025Q1: 5,851 shares; 2025Q2: 5,386 shares; 2025Q3: 5,289 shares; 2025Q4: 5,380 shares 5,380 $996K 0.03% +91 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,714 shares; 2024Q4: 7,250 shares; 2025Q1: 7,248 shares; 2025Q2: 6,815 shares; 2025Q3: 6,629 shares; 2025Q4: 6,007 shares 6,007 $977K 0.03% -622 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: 778 shares; 2024Q4: 639 shares; 2025Q1: 656 shares; 2025Q2: 631 shares; 2025Q3: 567 shares; 2025Q4: 902 shares 902 $969K 0.03% +335 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,846 shares 20,846 $957K 0.03% new 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: 16,997 shares; 2024Q4: 16,390 shares; 2025Q1: 14,500 shares; 2025Q2: 13,844 shares; 2025Q3: 12,720 shares; 2025Q4: 13,659 shares 13,659 $955K 0.03% +939 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: 20,771 shares; 2024Q4: 19,974 shares; 2025Q1: 20,119 shares; 2025Q2: 20,296 shares; 2025Q3: 17,838 shares; 2025Q4: 17,681 shares 17,681 $943K 0.03% -157 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,128 shares; 2024Q4: 23,128 shares; 2025Q1: 23,145 shares; 2025Q2: 23,152 shares; 2025Q3: 23,128 shares; 2025Q4: 23,153 shares 23,153 $935K 0.03% +25 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: 13,169 shares; 2024Q4: 14,736 shares; 2025Q1: 15,714 shares; 2025Q2: 15,888 shares; 2025Q3: 15,928 shares; 2025Q4: 15,830 shares 15,830 $930K 0.03% -98 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: 4,139 shares; 2024Q4: 4,224 shares; 2025Q1: 4,250 shares; 2025Q2: 8,448 shares; 2025Q3: 4,224 shares; 2025Q4: 4,327 shares 4,327 $918K 0.03% +103 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: 13,081 shares; 2025Q1: 13,085 shares; 2025Q2: 13,088 shares; 2025Q3: 13,072 shares; 2025Q4: 13,091 shares 13,091 $893K 0.03% +19 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: 6,104 shares; 2024Q4: 6,104 shares; 2025Q1: 6,251 shares; 2025Q2: 6,251 shares; 2025Q3: 6,251 shares; 2025Q4: 6,251 shares 6,251 $882K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 981 shares; 2025Q1: 1,025 shares; 2025Q2: 1,003 shares; 2025Q3: 876 shares; 2025Q4: 998 shares 998 $877K 0.03% +122 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: 5,043 shares; 2024Q4: 5,048 shares; 2025Q1: 3,055 shares; 2025Q2: 3,240 shares; 2025Q3: 3,005 shares; 2025Q4: 3,252 shares 3,252 $836K 0.02% +247 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,668 shares; 2025Q1: 1,691 shares; 2025Q2: 1,628 shares; 2025Q3: 1,617 shares; 2025Q4: 1,410 shares 1,410 $817K 0.02% -207 Timeline QEMM 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: 12,437 shares; 2024Q4: 12,092 shares; 2025Q1: 12,092 shares; 2025Q2: 12,092 shares; 2025Q3: 12,092 shares; 2025Q4: 12,092 shares 12,092 $800K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 4,901 shares; 2025Q1: 4,901 shares; 2025Q2: 4,901 shares; 2025Q3: 4,901 shares; 2025Q4: 5,653 shares 5,653 $798K 0.02% +752 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,314 shares; 2025Q1: 2,517 shares; 2025Q2: 2,517 shares; 2025Q3: 6,139 shares; 2025Q4: 6,375 shares 6,375 $775K 0.02% +236 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: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 5,793 shares; 2025Q3: 5,793 shares; 2025Q4: 3,680 shares 3,680 $770K 0.02% -2,113 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,082 shares; 2025Q3: 5,082 shares; 2025Q4: 5,146 shares 5,146 $767K 0.02% +64 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: 27,326 shares; 2025Q4: 31,633 shares 31,633 $760K 0.02% +4,307 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: 7,193 shares; 2024Q4: 7,193 shares; 2025Q1: 7,656 shares; 2025Q2: 7,716 shares; 2025Q3: 7,854 shares; 2025Q4: 9,239 shares 9,239 $750K 0.02% +1,385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,883 shares 7,883 $750K 0.02% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,204 shares 16,204 $727K 0.02% new 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: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 5,019 shares; 2025Q2: 5,069 shares; 2025Q3: 5,389 shares; 2025Q4: 5,129 shares 5,129 $723K 0.02% -260 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: 38,012 shares; 2024Q4: 31,539 shares; 2025Q1: 29,127 shares; 2025Q2: 27,652 shares; 2025Q3: 28,030 shares; 2025Q4: 28,633 shares 28,633 $713K 0.02% +603 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,670 shares; 2024Q4: 23,342 shares; 2025Q1: 23,738 shares; 2025Q2: 24,887 shares; 2025Q3: 23,941 shares; 2025Q4: 25,554 shares 25,554 $702K 0.02% +1,613 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,430 shares; 2025Q4: 13,430 shares 13,430 $699K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,503 shares; 2025Q1: 2,525 shares; 2025Q2: 2,814 shares; 2025Q3: 2,179 shares; 2025Q4: 2,398 shares 2,398 $693K 0.02% +219 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 3,672 shares; 2025Q3: 3,672 shares; 2025Q4: 3,849 shares 3,849 $683K 0.02% +177 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: 4,649 shares; 2024Q4: 4,649 shares; 2025Q1: 7,806 shares; 2025Q2: 35,129 shares; 2025Q3: 35,129 shares; 2025Q4: 9,005 shares 9,005 $679K 0.02% -26,124 Timeline BBH 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: 4,333 shares; 2024Q4: 4,333 shares; 2025Q1: 4,237 shares; 2025Q2: 3,727 shares; 2025Q3: 3,727 shares; 2025Q4: 3,587 shares 3,587 $679K 0.02% -140 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: not reported; 2024Q4: not reported; 2025Q1: 4,145 shares; 2025Q2: 4,254 shares; 2025Q3: 5,696 shares; 2025Q4: 8,423 shares 8,423 $676K 0.02% +2,727 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: 1,828 shares; 2024Q4: 1,828 shares; 2025Q1: 2,398 shares; 2025Q2: 2,398 shares; 2025Q3: 2,398 shares; 2025Q4: 2,398 shares 2,398 $669K 0.02% 0 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: not reported; 2024Q4: 6,572 shares; 2025Q1: 9,056 shares; 2025Q2: 6,907 shares; 2025Q3: 13,391 shares; 2025Q4: 11,152 shares 11,152 $668K 0.02% -2,239 Timeline BBHL BBH TR More: the full row for BBH 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: 40,965 shares 40,965 $660K 0.02% new 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: 17,299 shares; 2024Q4: 17,299 shares; 2025Q1: 18,106 shares; 2025Q2: 17,299 shares; 2025Q3: 17,299 shares; 2025Q4: 17,299 shares 17,299 $658K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,697 shares; 2025Q4: 8,002 shares 8,002 $654K 0.02% +305 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,797 shares; 2024Q4: 10,807 shares; 2025Q1: 10,816 shares; 2025Q2: 9,836 shares; 2025Q3: 9,799 shares; 2025Q4: 8,874 shares 8,874 $653K 0.02% -925 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: 17,830 shares; 2024Q4: 29,048 shares; 2025Q1: 15,108 shares; 2025Q2: 14,491 shares; 2025Q3: 14,169 shares; 2025Q4: 14,020 shares 14,020 $652K 0.02% -149 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: 2,788 shares; 2024Q4: 2,961 shares; 2025Q1: 3,366 shares; 2025Q2: 3,211 shares; 2025Q3: 3,145 shares; 2025Q4: 3,549 shares 3,549 $630K 0.02% +404 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,675 shares; 2024Q4: 35,682 shares; 2025Q1: 36,036 shares; 2025Q2: 35,883 shares; 2025Q3: 35,658 shares; 2025Q4: 35,992 shares 35,992 $624K 0.02% +334 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: 1,362 shares; 2024Q4: 1,281 shares; 2025Q1: 1,074 shares; 2025Q2: 987 shares; 2025Q3: 805 shares; 2025Q4: 953 shares 953 $623K 0.02% +148 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE 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: 5,852 shares; 2025Q4: 5,852 shares 5,852 $613K 0.02% 0 Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,128 shares; 2024Q4: 12,128 shares; 2025Q1: 12,128 shares; 2025Q2: 12,128 shares; 2025Q3: 12,128 shares; 2025Q4: 12,128 shares 12,128 $562K 0.02% 0 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: 2,633 shares; 2024Q4: 2,562 shares; 2025Q1: 1,929 shares; 2025Q2: 1,856 shares; 2025Q3: 1,741 shares; 2025Q4: 1,777 shares 1,777 $543K 0.02% +36 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 13,655 shares; 2025Q1: 13,656 shares; 2025Q2: 13,655 shares; 2025Q3: 13,655 shares; 2025Q4: 13,655 shares 13,655 $539K 0.02% 0 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,638 shares; 2024Q4: 11,742 shares; 2025Q1: 11,742 shares; 2025Q2: 11,742 shares; 2025Q3: 11,742 shares; 2025Q4: 8,595 shares 8,595 $537K 0.02% -3,147 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: not reported; 2024Q4: 550 shares; 2025Q1: 1,010 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,198 shares 1,198 $533K 0.02% +93 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: 4,148 shares; 2024Q4: 3,743 shares; 2025Q1: 3,817 shares; 2025Q2: 3,403 shares; 2025Q3: 3,341 shares; 2025Q4: 4,484 shares 4,484 $526K 0.02% +1,143 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,664 shares; 2025Q1: 4,589 shares; 2025Q2: 4,165 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares 3,976 $523K 0.02% 0 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: 2,995 shares; 2024Q4: 2,890 shares; 2025Q1: 2,890 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,520 shares 2,520 $523K 0.02% +196 Timeline ACLX ARCELLX INC More: the full row for ARCELLX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,910 shares 7,910 $516K 0.01% new 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: 8,092 shares; 2024Q4: 7,572 shares; 2025Q1: 7,729 shares; 2025Q2: 7,653 shares; 2025Q3: 6,203 shares; 2025Q4: 9,552 shares 9,552 $515K 0.01% +3,349 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,367 shares 19,367 $513K 0.01% new 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: 21,997 shares; 2024Q4: 21,101 shares; 2025Q1: 21,482 shares; 2025Q2: 18,204 shares; 2025Q3: 17,016 shares; 2025Q4: 17,013 shares 17,013 $509K 0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: 4,493 shares; 2025Q2: 4,493 shares; 2025Q3: 4,493 shares; 2025Q4: 4,493 shares 4,493 $502K 0.01% 0 Timeline SPLV 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: 5,764 shares; 2024Q4: 7,014 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares; 2025Q3: 7,014 shares; 2025Q4: 7,014 shares 7,014 $501K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,786 shares; 2025Q4: 17,542 shares 17,542 $500K 0.01% +4,756 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,239 shares; 2025Q3: 4,278 shares; 2025Q4: 4,373 shares 4,373 $481K 0.01% +95 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 405 shares; 2025Q1: 411 shares; 2025Q2: 478 shares; 2025Q3: 551 shares; 2025Q4: 3,135 shares 3,135 $480K 0.01% +2,584 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,427 shares; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 4,705 shares; 2025Q4: 4,606 shares 4,606 $479K 0.01% -99 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: 9,132 shares; 2024Q4: 9,143 shares; 2025Q1: 9,460 shares; 2025Q2: 11,637 shares; 2025Q3: 9,502 shares; 2025Q4: 9,721 shares 9,721 $478K 0.01% +219 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,220 shares; 2025Q1: 4,236 shares; 2025Q2: 4,233 shares; 2025Q3: 4,220 shares; 2025Q4: 4,253 shares 4,253 $475K 0.01% +33 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: 1,644 shares; 2024Q4: 1,848 shares; 2025Q1: 2,145 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,364 shares 2,364 $470K 0.01% +263 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: 1,026 shares; 2024Q4: 1,012 shares; 2025Q1: 1,064 shares; 2025Q2: 1,039 shares; 2025Q3: 1,006 shares; 2025Q4: 1,007 shares 1,007 $469K 0.01% +1 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,770 shares 11,770 $468K 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: 1,729 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 4,950 shares; 2025Q3: 2,444 shares; 2025Q4: 3,253 shares 3,253 $459K 0.01% +809 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,031 shares 15,031 $454K 0.01% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,272 shares 11,272 $454K 0.01% new 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: 1,022 shares; 2024Q4: 995 shares; 2025Q1: 800 shares; 2025Q2: 679 shares; 2025Q3: 1,134 shares; 2025Q4: 1,418 shares 1,418 $452K 0.01% +284 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: 404 shares; 2025Q2: 380 shares; 2025Q3: 366 shares; 2025Q4: 421 shares 421 $451K 0.01% +55 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: 27,896 shares; 2024Q4: 21,974 shares; 2025Q1: 12,882 shares; 2025Q2: 17,217 shares; 2025Q3: 12,147 shares; 2025Q4: 12,159 shares 12,159 $449K 0.01% +12 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 2,060 shares; 2025Q1: 2,293 shares; 2025Q2: 2,497 shares; 2025Q3: 1,844 shares; 2025Q4: 2,432 shares 2,432 $448K 0.01% +588 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares 1,483 $447K 0.01% 0 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: 1,764 shares; 2024Q4: 1,855 shares; 2025Q1: 1,918 shares; 2025Q2: 1,911 shares; 2025Q3: 1,654 shares; 2025Q4: 2,012 shares 2,012 $442K 0.01% +358 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: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 917 shares 917 $441K 0.01% +159 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: 15,749 shares; 2024Q4: 49,695 shares; 2025Q1: 49,695 shares; 2025Q2: 15,702 shares; 2025Q3: 20,475 shares; 2025Q4: 14,067 shares 14,067 $423K 0.01% -6,408 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 10,102 shares; 2025Q1: 10,114 shares; 2025Q2: 10,117 shares; 2025Q3: 10,100 shares; 2025Q4: 6,183 shares 6,183 $423K 0.01% -3,917 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: not reported; 2024Q4: not reported; 2025Q1: 5,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,570 shares; 2025Q4: 5,112 shares 5,112 $421K 0.01% -458 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,888 shares; 2025Q3: 1,888 shares; 2025Q4: 3,660 shares 3,660 $417K 0.01% +1,772 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: 4,744 shares; 2024Q4: 4,645 shares; 2025Q1: 4,950 shares; 2025Q2: 4,929 shares; 2025Q3: 4,866 shares; 2025Q4: 4,894 shares 4,894 $412K 0.01% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,300 shares 9,300 $411K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,241 shares; 2025Q2: 8,119 shares; 2025Q3: 8,000 shares; 2025Q4: 8,185 shares 8,185 $401K 0.01% +185 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 412 shares; 2025Q1: 405 shares; 2025Q2: 535 shares; 2025Q3: 390 shares; 2025Q4: 488 shares 488 $400K 0.01% +98 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,502 shares; 2025Q1: 1,519 shares; 2025Q2: 1,791 shares; 2025Q3: 1,500 shares; 2025Q4: 1,512 shares 1,512 $397K 0.01% +12 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: 16,775 shares; 2024Q4: 11,200 shares; 2025Q1: 9,784 shares; 2025Q2: 9,784 shares; 2025Q3: 5,757 shares; 2025Q4: 4,974 shares 4,974 $392K 0.01% -783 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,468 shares 4,468 $390K 0.01% new Timeline VTWO 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: not reported; 2025Q3: not reported; 2025Q4: 3,875 shares 3,875 $386K 0.01% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 6,076 shares; 2025Q1: 6,135 shares; 2025Q2: 6,104 shares; 2025Q3: 6,073 shares; 2025Q4: 6,149 shares 6,149 $381K 0.01% +76 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: 449 shares; 2024Q4: 485 shares; 2025Q1: 474 shares; 2025Q2: 462 shares; 2025Q3: 443 shares; 2025Q4: 431 shares 431 $379K 0.01% -12 Timeline ILCG 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: 3,700 shares; 2025Q4: 3,614 shares 3,614 $376K 0.01% -86 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: 51 shares; 2024Q4: 52 shares; 2025Q1: 54 shares; 2025Q2: 71 shares; 2025Q3: 51 shares; 2025Q4: 69 shares 69 $370K 0.01% +18 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: 51,393 shares; 2024Q4: 38,504 shares; 2025Q1: 28,296 shares; 2025Q2: 20,204 shares; 2025Q3: 15,593 shares; 2025Q4: 14,741 shares 14,741 $368K 0.01% -852 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: 2,807 shares; 2024Q4: 2,770 shares; 2025Q1: 2,244 shares; 2025Q2: 2,043 shares; 2025Q3: 1,903 shares; 2025Q4: 2,631 shares 2,631 $363K 0.01% +728 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: 5,432 shares; 2024Q4: 5,432 shares; 2025Q1: 7,764 shares; 2025Q2: 7,764 shares; 2025Q3: 6,604 shares; 2025Q4: 6,754 shares 6,754 $357K 0.01% +150 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: 2,539 shares; 2024Q4: 5,569 shares; 2025Q1: 5,466 shares; 2025Q2: 4,751 shares; 2025Q3: 3,343 shares; 2025Q4: 3,804 shares 3,804 $356K 0.01% +461 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: not reported; 2024Q4: 853 shares; 2025Q1: 828 shares; 2025Q2: 1,326 shares; 2025Q3: 823 shares; 2025Q4: 1,124 shares 1,124 $351K 0.01% +301 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,980 shares; 2024Q4: 13,980 shares; 2025Q1: 13,980 shares; 2025Q2: 13,980 shares; 2025Q3: 13,980 shares; 2025Q4: 13,980 shares 13,980 $348K 0.01% 0 SCHZ 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: 12,272 shares; 2024Q4: 24,544 shares; 2025Q1: 17,356 shares; 2025Q2: 16,828 shares; 2025Q3: 16,828 shares; 2025Q4: 14,874 shares 14,874 $348K 0.01% -1,954 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,900 shares; 2025Q1: 1,452 shares; 2025Q2: 1,667 shares; 2025Q3: 1,484 shares; 2025Q4: 1,694 shares 1,694 $344K 0.01% +210 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 9,622 shares; 2025Q1: 9,622 shares; 2025Q2: 9,622 shares; 2025Q3: 9,622 shares; 2025Q4: 9,622 shares 9,622 $342K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,406 shares; 2025Q2: 3,273 shares; 2025Q3: 3,235 shares; 2025Q4: 3,559 shares 3,559 $342K 0.01% +324 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: 1,403 shares; 2024Q4: 1,321 shares; 2025Q1: 1,315 shares; 2025Q2: 1,283 shares; 2025Q3: 1,268 shares; 2025Q4: 1,561 shares 1,561 $339K 0.01% +293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,604 shares 7,604 $338K 0.01% new 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: 3,021 shares; 2024Q4: 3,219 shares; 2025Q1: 3,311 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 4,023 shares 4,023 $336K 0.01% +730 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: 8,677 shares; 2024Q4: 7,715 shares; 2025Q1: 8,398 shares; 2025Q2: 7,921 shares; 2025Q3: 6,914 shares; 2025Q4: 8,196 shares 8,196 $334K 0.01% +1,282 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: 7,482 shares; 2024Q4: 9,316 shares; 2025Q1: 8,587 shares; 2025Q2: 5,284 shares; 2025Q3: 4,227 shares; 2025Q4: 4,163 shares 4,163 $332K 0.01% -64 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: 896 shares; 2024Q4: 957 shares; 2025Q1: 929 shares; 2025Q2: 1,233 shares; 2025Q3: 1,207 shares; 2025Q4: 1,345 shares 1,345 $331K 0.01% +138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,837 shares 3,837 $328K 0.01% new Timeline RWX 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: 8,526 shares; 2024Q4: not reported; 2025Q1: 11,657 shares; 2025Q2: 11,657 shares; 2025Q3: 11,657 shares; 2025Q4: 11,657 shares 11,657 $326K 0.01% 0 Timeline AOK 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: 8,060 shares; 2025Q3: 8,060 shares; 2025Q4: 8,060 shares 8,060 $323K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,083 shares; 2025Q2: 4,083 shares; 2025Q3: 4,083 shares; 2025Q4: 4,083 shares 4,083 $314K 0.01% 0 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: 1,033 shares; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: not reported; 2025Q3: 919 shares; 2025Q4: 1,092 shares 1,092 $314K 0.01% +173 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 4,719 shares 4,719 $309K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,986 shares; 2025Q3: 1,652 shares; 2025Q4: 2,353 shares 2,353 $308K 0.01% +701 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 387 shares; 2025Q1: 364 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 399 shares 399 $308K 0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,575 shares; 2024Q4: 11,114 shares; 2025Q1: 7,472 shares; 2025Q2: 4,254 shares; 2025Q3: 4,150 shares; 2025Q4: 3,822 shares 3,822 $307K 0.01% -328 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,932 shares 12,932 $306K 0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $306K 0.01% 0 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,124 shares; 2024Q4: 4,124 shares; 2025Q1: 3,756 shares; 2025Q2: 3,756 shares; 2025Q3: 3,756 shares; 2025Q4: 3,756 shares 3,756 $304K 0.01% 0 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: 4,078 shares; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 4,078 shares 4,078 $302K 0.01% 0 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: 2,851 shares; 2024Q4: 2,994 shares; 2025Q1: 2,936 shares; 2025Q2: 3,166 shares; 2025Q3: 847 shares; 2025Q4: 1,127 shares 1,127 $302K 0.01% +280 Timeline RWR 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: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares 3,035 $298K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 3,181 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 6,977 shares 6,977 $298K 0.01% +3,802 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: 2,441 shares; 2024Q4: 3,861 shares; 2025Q1: 1,996 shares; 2025Q2: 1,934 shares; 2025Q3: 1,900 shares; 2025Q4: 1,921 shares 1,921 $296K 0.01% +21 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,903 shares 4,903 $294K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,510 shares; 2025Q1: 2,097 shares; 2025Q2: 1,740 shares; 2025Q3: 1,379 shares; 2025Q4: 1,481 shares 1,481 $289K 0.01% +102 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,790 shares; 2024Q4: 29,790 shares; 2025Q1: 29,790 shares; 2025Q2: 29,790 shares; 2025Q3: 29,790 shares; 2025Q4: 29,790 shares 29,790 $281K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,437 shares; 2024Q4: 5,437 shares; 2025Q1: 5,437 shares; 2025Q2: 5,437 shares; 2025Q3: 5,437 shares; 2025Q4: 5,790 shares 5,790 $277K 0.01% +353 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,221 shares; 2025Q1: 3,336 shares; 2025Q2: 3,866 shares; 2025Q3: 3,211 shares; 2025Q4: 3,425 shares 3,425 $270K 0.01% +214 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,471 shares; 2025Q1: 1,490 shares; 2025Q2: 1,620 shares; 2025Q3: 1,410 shares; 2025Q4: 1,650 shares 1,650 $267K 0.01% +240 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 2,923 shares; 2025Q1: 3,503 shares; 2025Q2: 3,505 shares; 2025Q3: 3,122 shares; 2025Q4: 3,055 shares 3,055 $261K 0.01% -67 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,912 shares; 2025Q1: 13,912 shares; 2025Q2: 13,912 shares; 2025Q3: 13,912 shares; 2025Q4: 13,912 shares 13,912 $260K 0.01% 0 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: 6,294 shares; 2024Q4: not reported; 2025Q1: 6,294 shares; 2025Q2: 6,294 shares; 2025Q3: 6,294 shares; 2025Q4: 6,294 shares 6,294 $257K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,028 shares; 2025Q2: 3,307 shares; 2025Q3: 3,000 shares; 2025Q4: 3,186 shares 3,186 $255K 0.01% +186 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: not reported; 2024Q4: 2,470 shares; 2025Q1: 2,500 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares 2,530 $254K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 2,211 shares; 2025Q3: 1,384 shares; 2025Q4: 1,580 shares 1,580 $253K 0.01% +196 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 5,225 shares; 2025Q1: 5,259 shares; 2025Q2: 4,886 shares; 2025Q3: 4,935 shares; 2025Q4: 4,941 shares 4,941 $251K 0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,467 shares 1,467 $251K 0.01% new 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: 2,001 shares; 2025Q1: not reported; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares 2,001 $244K 0.01% 0 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: 520 shares; 2024Q4: 641 shares; 2025Q1: 592 shares; 2025Q2: 572 shares; 2025Q3: 509 shares; 2025Q4: 569 shares 569 $243K 0.01% +60 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: not reported; 2024Q4: not reported; 2025Q1: 2,613 shares; 2025Q2: 2,610 shares; 2025Q3: 2,803 shares; 2025Q4: 2,369 shares 2,369 $242K 0.01% -434 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,297 shares 1,297 $241K 0.01% new 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: 679 shares; 2024Q4: 685 shares; 2025Q1: 676 shares; 2025Q2: 958 shares; 2025Q3: 659 shares; 2025Q4: 498 shares 498 $241K 0.01% -161 Timeline VPL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,611 shares 2,611 $236K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,567 shares 2,567 $236K 0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,111 shares; 2025Q1: 1,128 shares; 2025Q2: 1,234 shares; 2025Q3: 1,109 shares; 2025Q4: 1,130 shares 1,130 $236K 0.01% +21 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: not reported; 2024Q4: 376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares 220 $235K 0.01% new 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: 791 shares; 2024Q4: 784 shares; 2025Q1: 801 shares; 2025Q2: 896 shares; 2025Q3: 732 shares; 2025Q4: 841 shares 841 $231K 0.01% +109 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,561 shares; 2025Q4: 8,561 shares 8,561 $231K 0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,986 shares 4,986 $227K 0.01% new 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: 2,994 shares; 2024Q4: 8,982 shares; 2025Q1: 8,982 shares; 2025Q2: 8,982 shares; 2025Q3: 8,199 shares; 2025Q4: 8,199 shares 8,199 $223K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,690 shares 5,690 $218K 0.01% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,213 shares 5,213 $214K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 619 shares; 2025Q1: 403 shares; 2025Q2: 367 shares; 2025Q3: 310 shares; 2025Q4: 317 shares 317 $210K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares 1,043 $208K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,321 shares 1,321 $204K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 603 shares 603 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares 1,592 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $157K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,321 shares; 2024Q4: 24,016 shares; 2025Q1: 24,013 shares; 2025Q2: 23,500 shares; 2025Q3: 23,000 shares; 2025Q4: 23,167 shares 23,167 $150K <0.01% +167 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,088 shares; 2024Q4: 33,635 shares; 2025Q1: 26,502 shares; 2025Q2: 26,603 shares; 2025Q3: 25,000 shares; 2025Q4: 25,148 shares 25,148 $62.1K <0.01% +148 Timeline