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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,005,125 shares; 2024Q2: 1,862,560 shares; 2024Q3: 1,839,703 shares; 2024Q4: 1,843,551 shares; 2025Q1: 1,812,682 shares 1,812,682 $119M 10.71% -30,869 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 231,483 shares; 2024Q2: 391,590 shares; 2024Q3: 415,220 shares; 2024Q4: 424,339 shares; 2025Q1: 440,233 shares 440,233 $75.2M 6.76% +15,894 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 321,677 shares; 2024Q2: 561,233 shares; 2024Q3: 570,025 shares; 2024Q4: 582,437 shares; 2025Q1: 626,025 shares 626,025 $58.1M 5.22% +43,588 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 781,878 shares; 2024Q2: 867,166 shares; 2024Q3: 955,655 shares; 2024Q4: 970,339 shares; 2025Q1: 1,055,861 shares 1,055,861 $51.5M 4.62% +85,522 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 330,064 shares; 2024Q2: 296,912 shares; 2024Q3: 285,157 shares; 2024Q4: 256,812 shares; 2025Q1: 185,805 shares 185,805 $47.2M 4.24% -71,007 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 110,028 shares; 2024Q2: 123,992 shares; 2024Q3: 137,327 shares; 2024Q4: 147,780 shares; 2025Q1: 230,981 shares 230,981 $44M 3.95% +83,201 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 388,444 shares; 2024Q2: 267,652 shares; 2024Q3: 733,115 shares; 2024Q4: 820,453 shares; 2025Q1: 673,935 shares 673,935 $39.7M 3.57% -146,518 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 700,250 shares; 2024Q2: 694,299 shares; 2024Q3: 966,484 shares; 2024Q4: 779,593 shares; 2025Q1: 843,785 shares 843,785 $38.9M 3.49% +64,192 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 322,329 shares; 2024Q2: 479,593 shares; 2024Q3: 476,986 shares; 2024Q4: 567,656 shares; 2025Q1: 324,241 shares 324,241 $32.4M 2.91% -243,415 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 481,564 shares; 2024Q2: 506,459 shares; 2024Q3: 534,280 shares; 2024Q4: 1,193,675 shares; 2025Q1: 1,360,509 shares 1,360,509 $31.5M 2.83% +166,834 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 323,276 shares; 2024Q2: 325,779 shares; 2024Q3: 312,121 shares; 2024Q4: 312,430 shares; 2025Q1: 205,801 shares 205,801 $21.7M 1.95% -106,629 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 558,859 shares; 2024Q2: 527,648 shares; 2024Q3: 508,999 shares; 2024Q4: 482,016 shares; 2025Q1: 379,111 shares 379,111 $19.3M 1.73% -102,905 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 121,459 shares; 2024Q2: 133,580 shares; 2024Q3: 124,298 shares; 2024Q4: 124,724 shares; 2025Q1: 136,271 shares 136,271 $19.1M 1.72% +11,547 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 197,869 shares; 2024Q2: 221,674 shares; 2024Q3: 347,044 shares; 2024Q4: 394,838 shares; 2025Q1: 341,242 shares 341,242 $18.8M 1.69% -53,596 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106,858 shares; 2024Q2: 268,907 shares; 2024Q3: 171,083 shares; 2024Q4: 184,866 shares; 2025Q1: 346,835 shares 346,835 $18.7M 1.68% +161,969 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74,442 shares; 2024Q2: 105,634 shares; 2024Q3: 74,865 shares; 2024Q4: 93,667 shares; 2025Q1: 502,815 shares 502,815 $18.3M 1.64% +409,148 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,356 shares; 2024Q2: 60,820 shares; 2024Q3: 60,220 shares; 2024Q4: 59,973 shares; 2025Q1: 58,852 shares 58,852 $18.1M 1.62% -1,121 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75,863 shares; 2024Q2: 76,152 shares; 2024Q3: 76,527 shares; 2024Q4: 76,968 shares; 2025Q1: 78,481 shares 78,481 $17.4M 1.57% +1,513 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,664 shares; 2024Q2: 29,659 shares; 2024Q3: 42,951 shares; 2024Q4: 43,265 shares; 2025Q1: 361,314 shares 361,314 $16.3M 1.46% +318,049 Timeline SPMO 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 153,321 shares; 2025Q1: 167,939 shares 167,939 $15.5M 1.4% +14,618 Timeline XLG 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331,086 shares 331,086 $15.2M 1.37% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142,127 shares; 2024Q2: 149,411 shares; 2024Q3: 158,211 shares; 2024Q4: 175,278 shares; 2025Q1: 159,314 shares 159,314 $14.9M 1.34% -15,964 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 313,485 shares; 2024Q2: 307,966 shares; 2024Q3: 302,881 shares; 2024Q4: 304,960 shares; 2025Q1: 286,549 shares 286,549 $13M 1.16% -18,411 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275,416 shares 275,416 $12.8M 1.15% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63,705 shares; 2024Q2: 69,499 shares; 2024Q3: 82,635 shares; 2024Q4: 89,888 shares; 2025Q1: 296,400 shares 296,400 $11.7M 1.05% +206,512 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98,363 shares; 2024Q2: 101,942 shares; 2024Q3: 164,362 shares; 2024Q4: 178,661 shares; 2025Q1: 209,159 shares 209,159 $11M 0.98% +30,498 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 371,932 shares; 2024Q2: 364,980 shares; 2024Q3: 358,103 shares; 2024Q4: 319,712 shares; 2025Q1: 136,688 shares 136,688 $10.5M 0.94% -183,024 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 72,737 shares; 2025Q1: 152,878 shares 152,878 $9.46M 0.85% +80,141 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,085 shares; 2024Q2: 21,818 shares; 2024Q3: 21,947 shares; 2024Q4: 23,957 shares; 2025Q1: 24,546 shares 24,546 $9.21M 0.83% +589 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,173 shares; 2024Q2: 51,933 shares; 2024Q3: 54,922 shares; 2024Q4: 64,739 shares; 2025Q1: 178,265 shares 178,265 $9.05M 0.81% +113,526 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 293,023 shares; 2024Q2: 204,898 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 247,855 shares 247,855 $8.99M 0.81% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,701 shares; 2024Q2: 7,205 shares; 2024Q3: 8,579 shares; 2024Q4: 9,515 shares; 2025Q1: 15,852 shares 15,852 $8.87M 0.8% +6,337 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 832,246 shares; 2024Q2: 320,013 shares; 2024Q3: 296,928 shares; 2024Q4: 277,476 shares; 2025Q1: 217,086 shares 217,086 $8.85M 0.79% -60,390 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,578 shares; 2024Q2: 80,330 shares; 2024Q3: 86,282 shares; 2024Q4: 78,890 shares; 2025Q1: 79,442 shares 79,442 $8.61M 0.77% +552 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 118,361 shares; 2025Q1: 228,307 shares 228,307 $7.53M 0.68% +109,946 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,470 shares; 2024Q2: 13,058 shares; 2024Q3: 46,673 shares; 2024Q4: 20,568 shares; 2025Q1: 260,927 shares 260,927 $6.75M 0.61% +240,359 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,172 shares; 2024Q2: 28,653 shares; 2024Q3: 30,259 shares; 2024Q4: 29,707 shares; 2025Q1: 32,017 shares 32,017 $6.09M 0.55% +2,310 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 191,694 shares; 2024Q2: 180,546 shares; 2024Q3: 173,436 shares; 2024Q4: 163,479 shares; 2025Q1: 94,963 shares 94,963 $6.03M 0.54% -68,516 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,940 shares; 2025Q1: 195,608 shares 195,608 $5.42M 0.49% +177,668 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,064 shares; 2024Q2: 40,593 shares; 2024Q3: 40,149 shares; 2024Q4: 43,744 shares; 2025Q1: 42,219 shares 42,219 $5.02M 0.45% -1,525 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100,260 shares; 2024Q2: 66,309 shares; 2024Q3: 64,911 shares; 2024Q4: 64,006 shares; 2025Q1: 60,011 shares 60,011 $4.84M 0.43% -3,995 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,479 shares; 2024Q2: 13,695 shares; 2024Q3: 14,753 shares; 2024Q4: 17,913 shares; 2025Q1: 87,182 shares 87,182 $4.46M 0.4% +69,269 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,527 shares; 2024Q2: 24,003 shares; 2024Q3: 24,397 shares; 2024Q4: 27,277 shares; 2025Q1: 172,888 shares 172,888 $4.18M 0.38% +145,611 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,316 shares; 2024Q2: 42,252 shares; 2024Q3: 30,297 shares; 2024Q4: 27,293 shares; 2025Q1: 151,939 shares 151,939 $4.14M 0.37% +124,646 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,328 shares; 2024Q2: 20,948 shares; 2024Q3: 22,264 shares; 2024Q4: 27,394 shares; 2025Q1: 123,460 shares 123,460 $3.95M 0.35% +96,066 Timeline SRLN 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,145 shares; 2024Q2: 13,993 shares; 2024Q3: 14,381 shares; 2024Q4: 16,098 shares; 2025Q1: 89,015 shares 89,015 $3.66M 0.33% +72,917 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,459 shares; 2024Q2: 20,421 shares; 2024Q3: 20,439 shares; 2024Q4: 21,724 shares; 2025Q1: 22,548 shares 22,548 $3.52M 0.32% +824 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,733 shares; 2024Q2: 52,993 shares; 2024Q3: 50,603 shares; 2024Q4: 50,589 shares; 2025Q1: 31,557 shares 31,557 $3.33M 0.3% -19,032 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,011 shares; 2024Q2: 20,284 shares; 2024Q3: 20,898 shares; 2024Q4: 21,622 shares; 2025Q1: 34,976 shares 34,976 $3.17M 0.28% +13,354 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,973 shares; 2024Q2: 4,745 shares; 2024Q3: 7,391 shares; 2024Q4: 18,905 shares; 2025Q1: 32,155 shares 32,155 $2.95M 0.26% +13,250 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,115 shares; 2024Q2: 1,263 shares; 2024Q3: 14,368 shares; 2024Q4: 12,800 shares; 2025Q1: 17,384 shares 17,384 $2.91M 0.26% +4,584 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,518 shares; 2024Q2: 4,460 shares; 2024Q3: 4,212 shares; 2024Q4: 4,923 shares; 2025Q1: 4,939 shares 4,939 $2.85M 0.26% +16 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,567 shares; 2024Q2: 4,548 shares; 2024Q3: 5,505 shares; 2024Q4: 4,925 shares; 2025Q1: 4,834 shares 4,834 $2.72M 0.24% -91 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,522 shares; 2024Q2: 14,828 shares; 2024Q3: 15,552 shares; 2024Q4: 16,489 shares; 2025Q1: 17,423 shares 17,423 $2.69M 0.24% +934 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,683 shares; 2024Q2: 1,886 shares; 2024Q3: 2,774 shares; 2024Q4: 2,962 shares; 2025Q1: 8,953 shares 8,953 $2.58M 0.23% +5,991 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,712 shares 112,712 $2.54M 0.23% new Timeline SPEU 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,363 shares 57,363 $2.52M 0.23% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81,652 shares; 2024Q2: 89,041 shares; 2024Q3: 131,121 shares; 2024Q4: 138,934 shares; 2025Q1: 26,563 shares 26,563 $2.42M 0.22% -112,371 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,341 shares; 2024Q2: 8,446 shares; 2024Q3: 8,852 shares; 2024Q4: 9,018 shares; 2025Q1: 9,740 shares 9,740 $2.39M 0.21% +722 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65,335 shares; 2024Q2: 64,351 shares; 2024Q3: 63,733 shares; 2024Q4: 57,364 shares; 2025Q1: 24,198 shares 24,198 $2.32M 0.21% -33,166 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,790 shares; 2024Q2: 32,089 shares; 2024Q3: 34,900 shares; 2024Q4: 39,479 shares; 2025Q1: 109,271 shares 109,271 $2.19M 0.2% +69,792 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,650 shares; 2024Q2: 36,567 shares; 2024Q3: 34,419 shares; 2024Q4: 102,817 shares; 2025Q1: 91,496 shares 91,496 $2.16M 0.19% -11,321 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,900 shares; 2024Q2: 17,518 shares; 2024Q3: 21,262 shares; 2024Q4: 21,403 shares; 2025Q1: 111,104 shares 111,104 $2.13M 0.19% +89,701 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,548 shares; 2024Q2: 6,494 shares; 2024Q3: 5,969 shares; 2024Q4: 6,153 shares; 2025Q1: 7,665 shares 7,665 $2.11M 0.19% +1,512 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,867 shares; 2024Q2: 4,887 shares; 2024Q3: 5,019 shares; 2024Q4: 5,533 shares; 2025Q1: 5,903 shares 5,903 $2.07M 0.19% +370 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,944 shares; 2025Q1: 59,643 shares 59,643 $1.98M 0.18% +29,699 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,401 shares; 2024Q2: 8,430 shares; 2024Q3: 8,459 shares; 2024Q4: 8,276 shares; 2025Q1: 8,322 shares 8,322 $1.94M 0.17% +46 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,191 shares; 2025Q1: 67,418 shares 67,418 $1.9M 0.17% +35,227 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 71,143 shares; 2024Q2: 67,554 shares; 2024Q3: 68,273 shares; 2024Q4: 69,061 shares; 2025Q1: 81,187 shares 81,187 $1.87M 0.17% +12,126 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,521 shares; 2025Q1: 66,355 shares 66,355 $1.84M 0.17% +32,834 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,405 shares; 2024Q2: 32,405 shares; 2024Q3: 30,868 shares; 2024Q4: 30,910 shares; 2025Q1: 30,251 shares 30,251 $1.83M 0.16% -659 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,998 shares; 2024Q2: 7,556 shares; 2024Q3: 6,563 shares; 2024Q4: 6,244 shares; 2025Q1: 10,661 shares 10,661 $1.78M 0.16% +4,417 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,023 shares; 2024Q2: 16,451 shares; 2024Q3: 17,294 shares; 2024Q4: 19,094 shares; 2025Q1: 19,561 shares 19,561 $1.72M 0.15% +467 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,944 shares; 2025Q1: 31,633 shares 31,633 $1.69M 0.15% +13,689 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,266 shares; 2024Q2: 8,633 shares; 2024Q3: 8,351 shares; 2024Q4: 9,910 shares; 2025Q1: 10,115 shares 10,115 $1.68M 0.15% +205 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,977 shares; 2024Q2: 49,787 shares; 2024Q3: 47,939 shares; 2024Q4: 73,536 shares; 2025Q1: 71,037 shares 71,037 $1.66M 0.15% -2,499 IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,518 shares; 2024Q2: 59,010 shares; 2024Q3: not reported; 2024Q4: 66,646 shares; 2025Q1: 68,309 shares 68,309 $1.65M 0.15% +1,663 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,788 shares 35,788 $1.56M 0.14% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,878 shares; 2024Q2: 26,052 shares; 2024Q3: 27,617 shares; 2024Q4: 31,342 shares; 2025Q1: 31,167 shares 31,167 $1.45M 0.13% -175 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,246 shares; 2024Q2: 1,231 shares; 2024Q3: 2,415 shares; 2024Q4: 2,811 shares; 2025Q1: 2,755 shares 2,755 $1.44M 0.13% -56 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,873 shares; 2024Q2: 3,097 shares; 2024Q3: 5,225 shares; 2024Q4: 5,719 shares; 2025Q1: 5,625 shares 5,625 $1.4M 0.13% -94 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,233 shares 26,233 $1.39M 0.13% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 899 shares; 2024Q2: 945 shares; 2024Q3: 958 shares; 2024Q4: 2,289 shares; 2025Q1: 2,243 shares 2,243 $1.38M 0.12% -46 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,934 shares; 2024Q2: 6,374 shares; 2024Q3: 6,567 shares; 2024Q4: 7,368 shares; 2025Q1: 7,968 shares 7,968 $1.36M 0.12% +600 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,104 shares; 2024Q2: 2,854 shares; 2024Q3: 2,905 shares; 2024Q4: 3,150 shares; 2025Q1: 2,880 shares 2,880 $1.35M 0.12% -270 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,904 shares; 2024Q2: 2,409 shares; 2024Q3: 1,952 shares; 2024Q4: 2,203 shares; 2025Q1: 2,531 shares 2,531 $1.35M 0.12% +328 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,496 shares; 2024Q2: 7,379 shares; 2024Q3: 7,377 shares; 2024Q4: 7,319 shares; 2025Q1: 6,943 shares 6,943 $1.35M 0.12% -376 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,073 shares; 2024Q2: 54,205 shares; 2024Q3: not reported; 2024Q4: 56,429 shares; 2025Q1: 53,355 shares 53,355 $1.34M 0.12% -3,074 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,606 shares; 2024Q2: 9,895 shares; 2024Q3: 3,735 shares; 2024Q4: 3,085 shares; 2025Q1: 5,125 shares 5,125 $1.33M 0.12% +2,040 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,891 shares; 2024Q2: 54,718 shares; 2024Q3: 56,572 shares; 2024Q4: 57,076 shares; 2025Q1: 57,716 shares 57,716 $1.32M 0.12% +640 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,435 shares; 2024Q2: 10,648 shares; 2024Q3: 10,521 shares; 2024Q4: 9,915 shares; 2025Q1: 8,793 shares 8,793 $1.23M 0.11% -1,122 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,201 shares; 2024Q2: 11,264 shares; 2024Q3: 11,154 shares; 2024Q4: 11,098 shares; 2025Q1: 10,011 shares 10,011 $1.22M 0.11% -1,087 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,203 shares; 2025Q1: 36,269 shares 36,269 $1.21M 0.11% +20,066 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,835 shares; 2024Q2: 13,224 shares; 2024Q3: 12,427 shares; 2024Q4: 11,894 shares; 2025Q1: 11,767 shares 11,767 $1.21M 0.11% -127 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,212 shares; 2024Q2: 19,287 shares; 2024Q3: 17,800 shares; 2024Q4: 18,144 shares; 2025Q1: 50,422 shares 50,422 $1.18M 0.11% +32,278 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,533 shares; 2024Q2: 38,402 shares; 2024Q3: not reported; 2024Q4: 45,013 shares; 2025Q1: 47,877 shares 47,877 $1.16M 0.1% +2,864 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,401 shares; 2024Q2: 3,401 shares; 2024Q3: 5,235 shares; 2024Q4: 5,235 shares; 2025Q1: 5,211 shares 5,211 $1.08M 0.1% -24 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,087 shares; 2024Q2: 43,250 shares; 2024Q3: 44,288 shares; 2024Q4: 44,851 shares; 2025Q1: 46,754 shares 46,754 $1.05M 0.09% +1,903 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,854 shares; 2024Q2: 34,713 shares; 2024Q3: 34,189 shares; 2024Q4: 33,860 shares; 2025Q1: 33,439 shares 33,439 $1.03M 0.09% -421 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,969 shares; 2024Q4: 7,463 shares; 2025Q1: 5,991 shares 5,991 $995K 0.09% -1,472 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,160 shares; 2024Q2: 1,189 shares; 2024Q3: 1,789 shares; 2024Q4: 1,994 shares; 2025Q1: 1,899 shares 1,899 $976K 0.09% -95 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,132 shares; 2024Q2: 28,079 shares; 2024Q3: 28,590 shares; 2024Q4: 25,152 shares; 2025Q1: 16,333 shares 16,333 $963K 0.09% -8,819 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,946 shares; 2024Q2: 7,472 shares; 2024Q3: 7,959 shares; 2024Q4: 8,090 shares; 2025Q1: 9,072 shares 9,072 $953K 0.09% +982 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,618 shares; 2024Q2: 32,724 shares; 2024Q3: 35,006 shares; 2024Q4: 35,936 shares; 2025Q1: 37,269 shares 37,269 $941K 0.08% +1,333 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,763 shares; 2024Q2: 2,023 shares; 2024Q3: 1,958 shares; 2024Q4: 2,329 shares; 2025Q1: 2,556 shares 2,556 $937K 0.08% +227 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,541 shares; 2024Q2: 5,693 shares; 2024Q3: 5,757 shares; 2024Q4: 8,934 shares; 2025Q1: 11,119 shares 11,119 $930K 0.08% +2,185 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,506 shares; 2024Q2: 2,589 shares; 2024Q3: 2,567 shares; 2024Q4: 5,315 shares; 2025Q1: 5,368 shares 5,368 $916K 0.08% +53 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,023 shares; 2024Q2: 1,028 shares; 2024Q3: 2,381 shares; 2024Q4: 2,854 shares; 2025Q1: 2,933 shares 2,933 $914K 0.08% +79 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,730 shares; 2025Q1: 25,721 shares 25,721 $896K 0.08% +3,991 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,612 shares; 2024Q2: 7,004 shares; 2024Q3: 4,088 shares; 2024Q4: 14,183 shares; 2025Q1: 9,321 shares 9,321 $888K 0.08% -4,862 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,005 shares; 2024Q2: 4,038 shares; 2024Q3: 3,917 shares; 2024Q4: 4,763 shares; 2025Q1: 4,196 shares 4,196 $879K 0.08% -567 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 791 shares; 2024Q2: 696 shares; 2024Q3: 717 shares; 2024Q4: 875 shares; 2025Q1: 1,058 shares 1,058 $874K 0.08% +183 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,966 shares; 2024Q2: 1,967 shares; 2024Q3: 1,967 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares 1,996 $868K 0.08% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,356 shares; 2024Q2: 2,365 shares; 2024Q3: 2,327 shares; 2024Q4: 2,571 shares; 2025Q1: 2,752 shares 2,752 $860K 0.08% +181 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,597 shares; 2024Q2: 45,155 shares; 2024Q3: 46,094 shares; 2024Q4: 41,258 shares; 2025Q1: 36,836 shares 36,836 $849K 0.08% -4,422 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,814 shares; 2024Q2: 6,130 shares; 2024Q3: 6,816 shares; 2024Q4: 9,009 shares; 2025Q1: 9,124 shares 9,124 $819K 0.07% +115 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,791 shares; 2024Q2: 2,687 shares; 2024Q3: 2,676 shares; 2024Q4: 2,947 shares; 2025Q1: 3,031 shares 3,031 $813K 0.07% +84 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,672 shares; 2024Q2: 36,856 shares; 2024Q3: 34,823 shares; 2024Q4: 35,958 shares; 2025Q1: 35,967 shares 35,967 $800K 0.07% +9 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,986 shares; 2024Q2: 12,045 shares; 2024Q3: 14,461 shares; 2024Q4: 16,034 shares; 2025Q1: 11,565 shares 11,565 $779K 0.07% -4,469 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,953 shares; 2024Q2: 3,906 shares; 2024Q3: 4,003 shares; 2024Q4: 4,768 shares; 2025Q1: 5,137 shares 5,137 $770K 0.07% +369 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 718 shares; 2024Q2: 689 shares; 2024Q3: 714 shares; 2024Q4: 834 shares; 2025Q1: 790 shares 790 $737K 0.07% -44 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,176 shares; 2024Q2: 6,280 shares; 2024Q3: 7,635 shares; 2024Q4: 22,450 shares; 2025Q1: 25,885 shares 25,885 $724K 0.06% +3,435 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 6,063 shares; 2024Q3: 4,472 shares; 2024Q4: 11,437 shares; 2025Q1: 7,188 shares 7,188 $724K 0.06% -4,249 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,253 shares; 2024Q2: 3,866 shares; 2024Q3: 3,871 shares; 2024Q4: 4,142 shares; 2025Q1: 4,013 shares 4,013 $721K 0.06% -129 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,846 shares; 2024Q2: 10,704 shares; 2024Q3: 11,056 shares; 2024Q4: 15,989 shares; 2025Q1: 16,913 shares 16,913 $706K 0.06% +924 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,515 shares; 2024Q2: 1,281 shares; 2024Q3: 1,305 shares; 2024Q4: 1,939 shares; 2025Q1: 2,124 shares 2,124 $700K 0.06% +185 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,510 shares; 2024Q2: 15,693 shares; 2024Q3: 14,566 shares; 2024Q4: 29,090 shares; 2025Q1: 25,252 shares 25,252 $692K 0.06% -3,838 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,555 shares; 2025Q1: 26,043 shares 26,043 $689K 0.06% +13,488 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,603 shares; 2024Q2: 9,035 shares; 2024Q3: 8,644 shares; 2024Q4: 8,683 shares; 2025Q1: 7,301 shares 7,301 $684K 0.06% -1,382 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,745 shares; 2024Q2: 21,152 shares; 2024Q3: 21,282 shares; 2024Q4: 21,415 shares; 2025Q1: 22,679 shares 22,679 $683K 0.06% +1,264 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,669 shares; 2024Q2: 12,428 shares; 2024Q3: 10,898 shares; 2024Q4: 10,761 shares; 2025Q1: 14,292 shares 14,292 $679K 0.06% +3,531 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,319 shares; 2025Q1: 28,866 shares 28,866 $668K 0.06% +15,547 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,965 shares; 2024Q2: 8,940 shares; 2024Q3: 8,949 shares; 2024Q4: 10,599 shares; 2025Q1: 10,450 shares 10,450 $649K 0.06% -149 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,040 shares; 2024Q3: 2,700 shares; 2024Q4: 3,842 shares; 2025Q1: 4,184 shares 4,184 $643K 0.06% +342 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,940 shares; 2024Q2: 4,058 shares; 2024Q3: 3,979 shares; 2024Q4: 4,531 shares; 2025Q1: 4,809 shares 4,809 $637K 0.06% +278 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,601 shares 24,601 $628K 0.06% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,448 shares; 2024Q2: 1,441 shares; 2024Q3: 1,329 shares; 2024Q4: 3,198 shares; 2025Q1: 3,285 shares 3,285 $624K 0.06% +87 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,487 shares; 2025Q1: 21,196 shares 21,196 $617K 0.06% +10,709 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,479 shares; 2024Q2: 5,481 shares; 2024Q3: 5,483 shares; 2024Q4: 5,536 shares; 2025Q1: 5,541 shares 5,541 $616K 0.06% +5 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,094 shares; 2024Q2: 1,092 shares; 2024Q3: 1,004 shares; 2024Q4: 920 shares; 2025Q1: 915 shares 915 $616K 0.06% -5 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,694 shares; 2025Q1: 22,573 shares 22,573 $608K 0.05% +10,879 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,345 shares; 2024Q2: 17,530 shares; 2024Q3: 17,784 shares; 2024Q4: 21,055 shares; 2025Q1: 21,106 shares 21,106 $597K 0.05% +51 Timeline SPIN SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,973 shares 19,973 $586K 0.05% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 839 shares; 2024Q2: 809 shares; 2024Q3: 818 shares; 2024Q4: 915 shares; 2025Q1: 1,056 shares 1,056 $579K 0.05% +141 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 64,285 shares; 2024Q4: 53,290 shares; 2025Q1: 53,871 shares 53,871 $568K 0.05% +581 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,677 shares; 2024Q2: 15,479 shares; 2024Q3: 15,844 shares; 2024Q4: 16,286 shares; 2025Q1: 15,991 shares 15,991 $559K 0.05% -295 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,824 shares; 2024Q2: 9,065 shares; 2024Q3: 9,096 shares; 2024Q4: 9,693 shares; 2025Q1: 8,555 shares 8,555 $558K 0.05% -1,138 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 829 shares; 2024Q3: 763 shares; 2024Q4: 806 shares; 2025Q1: 917 shares 917 $557K 0.05% +111 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,657 shares; 2024Q2: 7,294 shares; 2024Q3: 7,326 shares; 2024Q4: 8,547 shares; 2025Q1: 8,915 shares 8,915 $550K 0.05% +368 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,288 shares; 2024Q2: 3,242 shares; 2024Q3: 2,968 shares; 2024Q4: 3,531 shares; 2025Q1: 3,454 shares 3,454 $548K 0.05% -77 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 782 shares; 2025Q1: 1,163 shares 1,163 $546K 0.05% +381 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,991 shares; 2024Q2: 4,432 shares; 2024Q3: 4,367 shares; 2024Q4: 5,339 shares; 2025Q1: 5,856 shares 5,856 $538K 0.05% +517 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 513 shares; 2025Q1: 568 shares 568 $538K 0.05% +55 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,865 shares; 2025Q1: 24,633 shares 24,633 $536K 0.05% +11,768 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,521 shares; 2024Q2: 10,268 shares; 2024Q3: 10,795 shares; 2024Q4: 10,795 shares; 2025Q1: 9,152 shares 9,152 $534K 0.05% -1,643 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,081 shares; 2024Q2: 1,471 shares; 2024Q3: 1,536 shares; 2024Q4: 1,641 shares; 2025Q1: 1,688 shares 1,688 $527K 0.05% +47 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,886 shares; 2024Q2: 1,785 shares; 2024Q3: 5,684 shares; 2024Q4: 7,473 shares; 2025Q1: 5,645 shares 5,645 $515K 0.05% -1,828 Timeline SPGP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,136 shares; 2024Q2: 5,136 shares; 2024Q3: 5,136 shares; 2024Q4: 5,136 shares; 2025Q1: 5,136 shares 5,136 $513K 0.05% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,689 shares; 2024Q2: 3,050 shares; 2024Q3: 3,187 shares; 2024Q4: 3,707 shares; 2025Q1: 4,556 shares 4,556 $509K 0.05% +849 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,602 shares; 2024Q2: 5,276 shares; 2024Q3: 6,352 shares; 2024Q4: 6,162 shares; 2025Q1: 4,951 shares 4,951 $509K 0.05% -1,211 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,716 shares; 2024Q2: 4,668 shares; 2024Q3: 4,618 shares; 2024Q4: 6,707 shares; 2025Q1: 7,032 shares 7,032 $504K 0.05% +325 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,350 shares; 2024Q2: 1,456 shares; 2024Q3: 1,486 shares; 2024Q4: 1,733 shares; 2025Q1: 1,812 shares 1,812 $494K 0.04% +79 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,389 shares; 2024Q2: 15,445 shares; 2024Q3: 14,859 shares; 2024Q4: 19,144 shares; 2025Q1: 19,432 shares 19,432 $492K 0.04% +288 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,058 shares; 2024Q2: 5,125 shares; 2024Q3: 5,074 shares; 2024Q4: 5,684 shares; 2025Q1: 6,116 shares 6,116 $491K 0.04% +432 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,172 shares; 2024Q2: 8,207 shares; 2024Q3: 8,450 shares; 2024Q4: 9,946 shares; 2025Q1: 10,823 shares 10,823 $491K 0.04% +877 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,272 shares; 2025Q1: 6,835 shares 6,835 $491K 0.04% +563 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,821 shares; 2024Q2: 8,166 shares; 2024Q3: 7,042 shares; 2024Q4: 7,608 shares; 2025Q1: 7,621 shares 7,621 $481K 0.04% +13 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 611 shares; 2024Q2: 376 shares; 2024Q3: 377 shares; 2024Q4: 602 shares; 2025Q1: 602 shares 602 $479K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,217 shares; 2024Q3: 2,578 shares; 2024Q4: 2,979 shares; 2025Q1: 3,113 shares 3,113 $457K 0.04% +134 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 880 shares; 2024Q2: 897 shares; 2024Q3: 1,026 shares; 2024Q4: 1,142 shares; 2025Q1: 1,018 shares 1,018 $455K 0.04% -124 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,368 shares; 2024Q2: 1,826 shares; 2024Q3: 1,854 shares; 2024Q4: 2,162 shares; 2025Q1: 1,315 shares 1,315 $454K 0.04% -847 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,002 shares; 2024Q2: 7,002 shares; 2024Q3: 7,600 shares; 2024Q4: 7,465 shares; 2025Q1: 7,465 shares 7,465 $453K 0.04% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 501 shares; 2024Q2: 382 shares; 2024Q3: 385 shares; 2024Q4: 450 shares; 2025Q1: 468 shares 468 $443K 0.04% +18 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,204 shares; 2024Q2: 1,226 shares; 2024Q3: 1,293 shares; 2024Q4: 1,834 shares; 2025Q1: 1,851 shares 1,851 $437K 0.04% +17 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,625 shares 6,625 $432K 0.04% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,787 shares; 2024Q2: 19,574 shares; 2024Q3: 13,424 shares; 2024Q4: 19,453 shares; 2025Q1: 33,708 shares 33,708 $420K 0.04% +14,255 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,553 shares; 2024Q2: 11,224 shares; 2024Q3: 11,647 shares; 2024Q4: 13,049 shares; 2025Q1: 14,207 shares 14,207 $418K 0.04% +1,158 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,357 shares; 2024Q2: 1,317 shares; 2024Q3: 1,275 shares; 2024Q4: 1,228 shares; 2025Q1: 1,088 shares 1,088 $417K 0.04% -140 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,593 shares; 2025Q1: 8,798 shares 8,798 $412K 0.04% +205 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares 12,000 $410K 0.04% 0 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,264 shares; 2024Q2: 17,159 shares; 2024Q3: 18,254 shares; 2024Q4: 19,302 shares; 2025Q1: 18,026 shares 18,026 $402K 0.04% -1,276 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 930 shares; 2024Q2: 930 shares; 2024Q3: 930 shares; 2024Q4: 1,111 shares; 2025Q1: 1,081 shares 1,081 $401K 0.04% -30 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,788 shares; 2024Q2: 3,103 shares; 2024Q3: 3,117 shares; 2024Q4: 3,876 shares; 2025Q1: 4,382 shares 4,382 $394K 0.04% +506 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 856 shares; 2024Q2: 897 shares; 2024Q3: 1,264 shares; 2024Q4: 779 shares; 2025Q1: 795 shares 795 $394K 0.04% +16 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,650 shares; 2024Q2: 15,874 shares; 2024Q3: 16,932 shares; 2024Q4: 17,930 shares; 2025Q1: 16,480 shares 16,480 $383K 0.03% -1,450 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,566 shares; 2024Q2: 1,633 shares; 2024Q3: 1,648 shares; 2024Q4: 1,846 shares; 2025Q1: 1,854 shares 1,854 $380K 0.03% +8 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,526 shares; 2024Q2: 11,154 shares; 2024Q3: 10,800 shares; 2024Q4: 11,648 shares; 2025Q1: 12,990 shares 12,990 $371K 0.03% +1,342 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,594 shares; 2024Q2: 3,122 shares; 2024Q3: 2,453 shares; 2024Q4: 2,482 shares; 2025Q1: 3,699 shares 3,699 $367K 0.03% +1,217 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,891 shares; 2024Q2: 2,890 shares; 2024Q3: 2,892 shares; 2024Q4: 2,949 shares; 2025Q1: 2,961 shares 2,961 $366K 0.03% +12 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,265 shares; 2024Q2: 1,262 shares; 2024Q3: 1,751 shares; 2024Q4: 2,350 shares; 2025Q1: 2,099 shares 2,099 $363K 0.03% -251 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,166 shares; 2024Q2: 1,197 shares; 2024Q3: 1,235 shares; 2024Q4: 1,458 shares; 2025Q1: 1,483 shares 1,483 $362K 0.03% +25 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,263 shares; 2024Q2: 1,913 shares; 2024Q3: 1,917 shares; 2024Q4: 2,010 shares; 2025Q1: 2,076 shares 2,076 $358K 0.03% +66 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,288 shares; 2024Q2: 2,316 shares; 2024Q3: 2,202 shares; 2024Q4: 2,813 shares; 2025Q1: 3,189 shares 3,189 $356K 0.03% +376 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,345 shares; 2024Q2: 6,944 shares; 2024Q3: 7,187 shares; 2024Q4: 7,734 shares; 2025Q1: 7,562 shares 7,562 $349K 0.03% -172 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,252 shares; 2024Q2: 896 shares; 2024Q3: 929 shares; 2024Q4: 1,041 shares; 2025Q1: 1,254 shares 1,254 $341K 0.03% +213 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 819 shares; 2024Q2: 763 shares; 2024Q3: 815 shares; 2024Q4: 997 shares; 2025Q1: 981 shares 981 $332K 0.03% -16 GII 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,313 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,276 shares 5,276 $327K 0.03% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 884 shares; 2024Q3: 923 shares; 2024Q4: 1,042 shares; 2025Q1: 1,066 shares 1,066 $326K 0.03% +24 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 399 shares; 2024Q2: 406 shares; 2024Q3: 423 shares; 2024Q4: 474 shares; 2025Q1: 491 shares 491 $325K 0.03% +17 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,249 shares; 2024Q2: not reported; 2024Q3: 3,252 shares; 2024Q4: 2,976 shares; 2025Q1: 3,379 shares 3,379 $325K 0.03% +403 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,638 shares; 2024Q2: 15,064 shares; 2024Q3: 15,247 shares; 2024Q4: 16,034 shares; 2025Q1: 13,896 shares 13,896 $323K 0.03% -2,138 MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,686 shares; 2025Q1: 5,320 shares 5,320 $319K 0.03% +634 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,157 shares 12,157 $319K 0.03% new Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,698 shares; 2024Q2: 14,327 shares; 2024Q3: 14,365 shares; 2024Q4: 15,295 shares; 2025Q1: 13,551 shares 13,551 $317K 0.03% -1,744 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,553 shares; 2024Q3: 3,417 shares; 2024Q4: 3,656 shares; 2025Q1: 3,740 shares 3,740 $314K 0.03% +84 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,545 shares 11,545 $312K 0.03% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,019 shares; 2024Q2: 4,592 shares; 2024Q3: 4,979 shares; 2024Q4: 7,060 shares; 2025Q1: 8,925 shares 8,925 $312K 0.03% +1,865 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,416 shares; 2024Q2: 10,396 shares; 2024Q3: 10,024 shares; 2024Q4: 10,194 shares; 2025Q1: 10,658 shares 10,658 $312K 0.03% +464 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,341 shares 12,341 $311K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,419 shares; 2024Q4: 2,560 shares; 2025Q1: 2,639 shares 2,639 $308K 0.03% +79 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 961 shares; 2024Q4: 1,215 shares; 2025Q1: 1,343 shares 1,343 $308K 0.03% +128 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 7,517 shares; 2024Q3: 7,521 shares; 2024Q4: 7,508 shares; 2025Q1: 6,955 shares 6,955 $305K 0.03% -553 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,292 shares; 2024Q2: 3,292 shares; 2024Q3: 3,343 shares; 2024Q4: 3,292 shares; 2025Q1: 3,292 shares 3,292 $304K 0.03% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,602 shares; 2024Q2: 1,290 shares; 2024Q3: 1,272 shares; 2024Q4: 1,399 shares; 2025Q1: 1,368 shares 1,368 $303K 0.03% -31 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,980 shares; 2024Q2: 3,164 shares; 2024Q3: 3,554 shares; 2024Q4: 4,217 shares; 2025Q1: 4,117 shares 4,117 $300K 0.03% -100 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,163 shares; 2024Q2: 1,163 shares; 2024Q3: 1,163 shares; 2024Q4: 1,211 shares; 2025Q1: 1,204 shares 1,204 $299K 0.03% -7 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,244 shares 6,244 $297K 0.03% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,156 shares; 2024Q2: 2,390 shares; 2024Q3: 2,614 shares; 2024Q4: 2,434 shares; 2025Q1: 2,231 shares 2,231 $296K 0.03% -203 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,031 shares 7,031 $296K 0.03% new Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,624 shares 5,624 $294K 0.03% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,174 shares; 2024Q2: 2,175 shares; 2024Q3: 2,174 shares; 2024Q4: 2,249 shares; 2025Q1: 2,406 shares 2,406 $293K 0.03% +157 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 712 shares; 2024Q2: 717 shares; 2024Q3: 702 shares; 2024Q4: 786 shares; 2025Q1: 582 shares 582 $290K 0.03% -204 Timeline IBIC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,143 shares; 2024Q2: 11,143 shares; 2024Q3: 11,143 shares; 2024Q4: 11,143 shares; 2025Q1: 11,143 shares 11,143 $290K 0.03% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,213 shares; 2024Q2: 11,213 shares; 2024Q3: 11,213 shares; 2024Q4: 11,213 shares; 2025Q1: 11,213 shares 11,213 $288K 0.03% 0 SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 451 shares; 2024Q4: 549 shares; 2025Q1: 561 shares 561 $285K 0.03% +12 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,784 shares; 2024Q2: 7,184 shares; 2024Q3: 5,404 shares; 2024Q4: 6,622 shares; 2025Q1: 7,710 shares 7,710 $284K 0.03% +1,088 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 897 shares 897 $281K 0.03% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,961 shares; 2024Q3: 5,456 shares; 2024Q4: 6,181 shares; 2025Q1: 7,087 shares 7,087 $278K 0.02% +906 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,325 shares; 2024Q3: 1,263 shares; 2024Q4: 1,627 shares; 2025Q1: 1,685 shares 1,685 $277K 0.02% +58 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,789 shares; 2024Q2: 3,791 shares; 2024Q3: 3,796 shares; 2024Q4: 3,854 shares; 2025Q1: 3,880 shares 3,880 $275K 0.02% +26 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,076 shares; 2024Q4: 2,420 shares; 2025Q1: 2,498 shares 2,498 $273K 0.02% +78 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 645 shares; 2024Q2: 645 shares; 2024Q3: 521 shares; 2024Q4: 619 shares; 2025Q1: 620 shares 620 $272K 0.02% +1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,594 shares; 2024Q2: 5,183 shares; 2024Q3: 4,978 shares; 2024Q4: 5,423 shares; 2025Q1: 6,424 shares 6,424 $271K 0.02% +1,001 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,995 shares; 2025Q1: 11,662 shares 11,662 $271K 0.02% +2,667 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,070 shares; 2024Q2: 1,070 shares; 2024Q3: 1,071 shares; 2024Q4: 1,089 shares; 2025Q1: 1,087 shares 1,087 $265K 0.02% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,992 shares; 2024Q2: 2,492 shares; 2024Q3: 2,347 shares; 2024Q4: 2,515 shares; 2025Q1: 1,786 shares 1,786 $259K 0.02% -729 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,595 shares; 2024Q4: 2,833 shares; 2025Q1: 3,209 shares 3,209 $257K 0.02% +376 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 202 shares; 2024Q2: not reported; 2024Q3: 205 shares; 2024Q4: 244 shares; 2025Q1: 259 shares 259 $256K 0.02% +15 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,276 shares; 2024Q4: 2,693 shares; 2025Q1: 3,096 shares 3,096 $255K 0.02% +403 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,092 shares; 2025Q1: 4,190 shares 4,190 $250K 0.02% +98 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 538 shares; 2024Q4: 665 shares; 2025Q1: 717 shares 717 $250K 0.02% +52 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,215 shares; 2024Q2: 16,408 shares; 2024Q3: 16,603 shares; 2024Q4: 16,809 shares; 2025Q1: 17,022 shares 17,022 $250K 0.02% +213 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 839 shares; 2025Q1: 875 shares 875 $248K 0.02% +36 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,966 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,565 shares; 2025Q1: 2,506 shares 2,506 $247K 0.02% -59 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 250 shares; 2024Q4: 298 shares; 2025Q1: 303 shares 303 $247K 0.02% +5 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,910 shares; 2024Q2: 9,497 shares; 2024Q3: 7,731 shares; 2024Q4: 7,844 shares; 2025Q1: 8,627 shares 8,627 $247K 0.02% +783 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 866 shares; 2024Q2: not reported; 2024Q3: 989 shares; 2024Q4: 1,053 shares; 2025Q1: 1,056 shares 1,056 $246K 0.02% +3 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 939 shares; 2025Q1: 1,039 shares 1,039 $246K 0.02% +100 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,622 shares 3,622 $245K 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,377 shares 1,377 $242K 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 121,699 shares; 2025Q1: 2,859 shares 2,859 $241K 0.02% -118,840 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,186 shares; 2024Q2: 11,230 shares; 2024Q3: 10,924 shares; 2024Q4: 8,025 shares; 2025Q1: 5,527 shares 5,527 $239K 0.02% -2,498 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,995 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,103 shares 3,103 $238K 0.02% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,560 shares; 2024Q4: 1,813 shares; 2025Q1: 2,083 shares 2,083 $237K 0.02% +270 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 629 shares; 2025Q1: 636 shares 636 $237K 0.02% +7 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $234K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,982 shares 2,982 $233K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 546 shares 546 $229K 0.02% +6 Timeline DWX 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,800 shares 5,800 $222K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,653 shares; 2024Q4: 3,145 shares; 2025Q1: 3,102 shares 3,102 $220K 0.02% -43 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,215 shares 2,215 $217K 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,732 shares; 2024Q3: 4,734 shares; 2024Q4: 4,767 shares; 2025Q1: 4,468 shares 4,468 $216K 0.02% -299 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares 2,240 $214K 0.02% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,172 shares; 2024Q3: 1,389 shares; 2024Q4: 1,410 shares; 2025Q1: 1,326 shares 1,326 $212K 0.02% -84 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,368 shares 6,368 $206K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 976 shares 976 $204K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,756 shares; 2024Q2: 1,998 shares; 2024Q3: 1,862 shares; 2024Q4: 2,110 shares; 2025Q1: 1,947 shares 1,947 $203K 0.02% -163 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 505 shares 505 $202K 0.02% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,277 shares 2,277 $201K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 169 shares; 2024Q4: 303 shares; 2025Q1: 360 shares 360 $197K 0.02% +57 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,429 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,754 shares 2,754 $191K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,096 shares; 2025Q1: 2,566 shares 2,566 $187K 0.02% -530 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,487 shares 11,487 $182K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,351 shares; 2024Q2: not reported; 2024Q3: 11,628 shares; 2024Q4: 17,235 shares; 2025Q1: 17,515 shares 17,515 $176K 0.02% +280 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,876 shares 10,876 $97K 0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: 756 shares 756 $65.7K 0.01% -775 Timeline