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; 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; 2025Q2: 1,132,714 shares 1,132,714 $82.3M 6.52% -679,968 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 231,483 shares; 2024Q2: 391,590 shares; 2024Q3: 415,220 shares; 2024Q4: 424,339 shares; 2025Q1: 440,233 shares; 2025Q2: 410,188 shares 410,188 $75M 5.94% -30,045 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 388,444 shares; 2024Q2: 267,652 shares; 2024Q3: 733,115 shares; 2024Q4: 820,453 shares; 2025Q1: 673,935 shares; 2025Q2: 1,065,946 shares 1,065,946 $67.7M 5.36% +392,011 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; 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; 2025Q2: 1,096,575 shares 1,096,575 $59.7M 4.73% +40,714 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 321,677 shares; 2024Q2: 561,233 shares; 2024Q3: 570,025 shares; 2024Q4: 582,437 shares; 2025Q1: 626,025 shares; 2025Q2: 532,183 shares 532,183 $58.6M 4.64% -93,842 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 110,028 shares; 2024Q2: 123,992 shares; 2024Q3: 137,327 shares; 2024Q4: 147,780 shares; 2025Q1: 230,981 shares; 2025Q2: 243,662 shares 243,662 $47.6M 3.77% +12,681 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106,858 shares; 2024Q2: 268,907 shares; 2024Q3: 171,083 shares; 2024Q4: 184,866 shares; 2025Q1: 346,835 shares; 2025Q2: 715,149 shares 715,149 $42.9M 3.4% +368,314 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 330,064 shares; 2024Q2: 296,912 shares; 2024Q3: 285,157 shares; 2024Q4: 256,812 shares; 2025Q1: 185,805 shares; 2025Q2: 138,928 shares 138,928 $39M 3.09% -46,877 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 322,329 shares; 2024Q2: 479,593 shares; 2024Q3: 476,986 shares; 2024Q4: 567,656 shares; 2025Q1: 324,241 shares; 2025Q2: 286,910 shares 286,910 $32.1M 2.54% -37,331 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 700,250 shares; 2024Q2: 694,299 shares; 2024Q3: 966,484 shares; 2024Q4: 779,593 shares; 2025Q1: 843,785 shares; 2025Q2: 686,531 shares 686,531 $31.7M 2.51% -157,254 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; 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; 2025Q2: 1,258,004 shares 1,258,004 $29.2M 2.32% -102,505 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,664 shares; 2024Q2: 29,659 shares; 2024Q3: 42,951 shares; 2024Q4: 43,265 shares; 2025Q1: 361,314 shares; 2025Q2: 652,787 shares 652,787 $29.2M 2.31% +291,473 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331,086 shares; 2025Q2: 527,918 shares 527,918 $27.5M 2.18% +196,832 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753,803 shares 753,803 $26.8M 2.12% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275,416 shares; 2025Q2: 577,059 shares 577,059 $26.6M 2.11% +301,643 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 121,459 shares; 2024Q2: 133,580 shares; 2024Q3: 124,298 shares; 2024Q4: 124,724 shares; 2025Q1: 136,271 shares; 2025Q2: 115,559 shares 115,559 $20M 1.59% -20,712 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74,442 shares; 2024Q2: 105,634 shares; 2024Q3: 74,865 shares; 2024Q4: 93,667 shares; 2025Q1: 502,815 shares; 2025Q2: 489,841 shares 489,841 $19.8M 1.57% -12,974 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,701 shares; 2024Q2: 7,205 shares; 2024Q3: 8,579 shares; 2024Q4: 9,515 shares; 2025Q1: 15,852 shares; 2025Q2: 31,532 shares 31,532 $19.5M 1.54% +15,680 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 153,321 shares; 2025Q1: 167,939 shares; 2025Q2: 169,633 shares 169,633 $19.1M 1.51% +1,694 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,356 shares; 2024Q2: 60,820 shares; 2024Q3: 60,220 shares; 2024Q4: 59,973 shares; 2025Q1: 58,852 shares; 2025Q2: 54,876 shares 54,876 $18.6M 1.48% -3,976 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,470 shares; 2024Q2: 13,058 shares; 2024Q3: 46,673 shares; 2024Q4: 20,568 shares; 2025Q1: 260,927 shares; 2025Q2: 652,063 shares 652,063 $16.8M 1.33% +391,136 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,173 shares; 2024Q2: 51,933 shares; 2024Q3: 54,922 shares; 2024Q4: 64,739 shares; 2025Q1: 178,265 shares; 2025Q2: 304,084 shares 304,084 $16.7M 1.32% +125,819 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 558,859 shares; 2024Q2: 527,648 shares; 2024Q3: 508,999 shares; 2024Q4: 482,016 shares; 2025Q1: 379,111 shares; 2025Q2: 285,667 shares 285,667 $16.3M 1.29% -93,444 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75,863 shares; 2024Q2: 76,152 shares; 2024Q3: 76,527 shares; 2024Q4: 76,968 shares; 2025Q1: 78,481 shares; 2025Q2: 75,735 shares 75,735 $15.5M 1.23% -2,746 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142,127 shares; 2024Q2: 149,411 shares; 2024Q3: 158,211 shares; 2024Q4: 175,278 shares; 2025Q1: 159,314 shares; 2025Q2: 162,873 shares 162,873 $15.3M 1.21% +3,559 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63,705 shares; 2024Q2: 69,499 shares; 2024Q3: 82,635 shares; 2024Q4: 89,888 shares; 2025Q1: 296,400 shares; 2025Q2: 338,822 shares 338,822 $14.5M 1.15% +42,422 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 313,485 shares; 2024Q2: 307,966 shares; 2024Q3: 302,881 shares; 2024Q4: 304,960 shares; 2025Q1: 286,549 shares; 2025Q2: 261,779 shares 261,779 $12.9M 1.03% -24,770 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,578 shares; 2024Q2: 80,330 shares; 2024Q3: 86,282 shares; 2024Q4: 78,890 shares; 2025Q1: 79,442 shares; 2025Q2: 79,366 shares 79,366 $12.5M 0.99% -76 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,085 shares; 2024Q2: 21,818 shares; 2024Q3: 21,947 shares; 2024Q4: 23,957 shares; 2025Q1: 24,546 shares; 2025Q2: 24,978 shares 24,978 $12.4M 0.98% +432 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,360 shares 228,360 $11.7M 0.92% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98,363 shares; 2024Q2: 101,942 shares; 2024Q3: 164,362 shares; 2024Q4: 178,661 shares; 2025Q1: 209,159 shares; 2025Q2: 216,001 shares 216,001 $11.4M 0.9% +6,842 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391,384 shares 391,384 $11.3M 0.89% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 118,361 shares; 2025Q1: 228,307 shares; 2025Q2: 303,661 shares 303,661 $10.9M 0.86% +75,354 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 832,246 shares; 2024Q2: 320,013 shares; 2024Q3: 296,928 shares; 2024Q4: 277,476 shares; 2025Q1: 217,086 shares; 2025Q2: 239,919 shares 239,919 $10.2M 0.81% +22,833 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,479 shares; 2024Q2: 13,695 shares; 2024Q3: 14,753 shares; 2024Q4: 17,913 shares; 2025Q1: 87,182 shares; 2025Q2: 150,610 shares 150,610 $8.19M 0.65% +63,428 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,316 shares; 2024Q2: 42,252 shares; 2024Q3: 30,297 shares; 2024Q4: 27,293 shares; 2025Q1: 151,939 shares; 2025Q2: 284,005 shares 284,005 $7.55M 0.6% +132,066 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 72,737 shares; 2025Q1: 152,878 shares; 2025Q2: 109,651 shares 109,651 $7.18M 0.57% -43,227 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,172 shares; 2024Q2: 28,653 shares; 2024Q3: 30,259 shares; 2024Q4: 29,707 shares; 2025Q1: 32,017 shares; 2025Q2: 32,578 shares 32,578 $7.15M 0.57% +561 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 323,276 shares; 2024Q2: 325,779 shares; 2024Q3: 312,121 shares; 2024Q4: 312,430 shares; 2025Q1: 205,801 shares; 2025Q2: 68,369 shares 68,369 $7.14M 0.57% -137,432 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,527 shares; 2024Q2: 24,003 shares; 2024Q3: 24,397 shares; 2024Q4: 27,277 shares; 2025Q1: 172,888 shares; 2025Q2: 284,263 shares 284,263 $7M 0.55% +111,375 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,940 shares; 2025Q1: 195,608 shares; 2025Q2: 240,644 shares 240,644 $6.55M 0.52% +45,036 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,145 shares; 2024Q2: 13,993 shares; 2024Q3: 14,381 shares; 2024Q4: 16,098 shares; 2025Q1: 89,015 shares; 2025Q2: 149,298 shares 149,298 $6.21M 0.49% +60,283 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,115 shares; 2024Q2: 1,263 shares; 2024Q3: 14,368 shares; 2024Q4: 12,800 shares; 2025Q1: 17,384 shares; 2025Q2: 21,195 shares 21,195 $5.84M 0.46% +3,811 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,601 shares; 2025Q2: 226,536 shares 226,536 $5.8M 0.46% +201,935 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,328 shares; 2024Q2: 20,948 shares; 2024Q3: 22,264 shares; 2024Q4: 27,394 shares; 2025Q1: 123,460 shares; 2025Q2: 152,937 shares 152,937 $5.69M 0.45% +29,477 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,683 shares; 2024Q2: 1,886 shares; 2024Q3: 2,774 shares; 2024Q4: 2,962 shares; 2025Q1: 8,953 shares; 2025Q2: 16,576 shares 16,576 $5.05M 0.4% +7,623 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100,260 shares; 2024Q2: 66,309 shares; 2024Q3: 64,911 shares; 2024Q4: 64,006 shares; 2025Q1: 60,011 shares; 2025Q2: 57,728 shares 57,728 $5.04M 0.4% -2,283 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 191,694 shares; 2024Q2: 180,546 shares; 2024Q3: 173,436 shares; 2024Q4: 163,479 shares; 2025Q1: 94,963 shares; 2025Q2: 65,165 shares 65,165 $4.74M 0.38% -29,798 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,594 shares; 2024Q2: 3,122 shares; 2024Q3: 2,453 shares; 2024Q4: 2,482 shares; 2025Q1: 3,699 shares; 2025Q2: 49,077 shares 49,077 $4.73M 0.37% +45,378 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,712 shares; 2025Q2: 205,918 shares 205,918 $4.65M 0.37% +93,206 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,064 shares; 2024Q2: 40,593 shares; 2024Q3: 40,149 shares; 2024Q4: 43,744 shares; 2025Q1: 42,219 shares; 2025Q2: 41,146 shares 41,146 $4.44M 0.35% -1,073 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,459 shares; 2024Q2: 20,421 shares; 2024Q3: 20,439 shares; 2024Q4: 21,724 shares; 2025Q1: 22,548 shares; 2025Q2: 23,790 shares 23,790 $4.22M 0.33% +1,242 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,518 shares; 2024Q2: 4,460 shares; 2024Q3: 4,212 shares; 2024Q4: 4,923 shares; 2025Q1: 4,939 shares; 2025Q2: 5,309 shares 5,309 $3.92M 0.31% +370 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,522 shares; 2024Q2: 14,828 shares; 2024Q3: 15,552 shares; 2024Q4: 16,489 shares; 2025Q1: 17,423 shares; 2025Q2: 21,365 shares 21,365 $3.77M 0.3% +3,942 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,790 shares; 2024Q2: 32,089 shares; 2024Q3: 34,900 shares; 2024Q4: 39,479 shares; 2025Q1: 109,271 shares; 2025Q2: 174,244 shares 174,244 $3.73M 0.3% +64,973 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,900 shares; 2024Q2: 17,518 shares; 2024Q3: 21,262 shares; 2024Q4: 21,403 shares; 2025Q1: 111,104 shares; 2025Q2: 188,963 shares 188,963 $3.62M 0.29% +77,859 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,612 shares; 2024Q2: 7,004 shares; 2024Q3: 4,088 shares; 2024Q4: 14,183 shares; 2025Q1: 9,321 shares; 2025Q2: 36,658 shares 36,658 $3.57M 0.28% +27,337 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,011 shares; 2024Q2: 20,284 shares; 2024Q3: 20,898 shares; 2024Q4: 21,622 shares; 2025Q1: 34,976 shares; 2025Q2: 35,172 shares 35,172 $3.26M 0.26% +196 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,567 shares; 2024Q2: 4,548 shares; 2024Q3: 5,505 shares; 2024Q4: 4,925 shares; 2025Q1: 4,834 shares; 2025Q2: 4,833 shares 4,833 $3M 0.24% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,341 shares; 2024Q2: 8,446 shares; 2024Q3: 8,852 shares; 2024Q4: 9,018 shares; 2025Q1: 9,740 shares; 2025Q2: 10,194 shares 10,194 $2.96M 0.23% +454 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 371,932 shares; 2024Q2: 364,980 shares; 2024Q3: 358,103 shares; 2024Q4: 319,712 shares; 2025Q1: 136,688 shares; 2025Q2: 37,421 shares 37,421 $2.89M 0.23% -99,267 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,944 shares; 2025Q1: 59,643 shares; 2025Q2: 79,025 shares 79,025 $2.81M 0.22% +19,382 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,788 shares; 2025Q2: 63,082 shares 63,082 $2.78M 0.22% +27,294 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,521 shares; 2025Q1: 66,355 shares; 2025Q2: 87,679 shares 87,679 $2.73M 0.22% +21,324 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,191 shares; 2025Q1: 67,418 shares; 2025Q2: 90,901 shares 90,901 $2.68M 0.21% +23,483 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,023 shares; 2024Q2: 16,451 shares; 2024Q3: 17,294 shares; 2024Q4: 19,094 shares; 2025Q1: 19,561 shares; 2025Q2: 25,848 shares 25,848 $2.53M 0.2% +6,287 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,650 shares; 2024Q2: 36,567 shares; 2024Q3: 34,419 shares; 2024Q4: 102,817 shares; 2025Q1: 91,496 shares; 2025Q2: 91,894 shares 91,894 $2.26M 0.18% +398 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,826 shares 21,826 $2.25M 0.18% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,548 shares; 2024Q2: 6,494 shares; 2024Q3: 5,969 shares; 2024Q4: 6,153 shares; 2025Q1: 7,665 shares; 2025Q2: 7,372 shares 7,372 $2.24M 0.18% -293 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,435 shares; 2024Q2: 10,648 shares; 2024Q3: 10,521 shares; 2024Q4: 9,915 shares; 2025Q1: 8,793 shares; 2025Q2: 9,628 shares 9,628 $2.11M 0.17% +835 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,405 shares; 2024Q2: 32,405 shares; 2024Q3: 30,868 shares; 2024Q4: 30,910 shares; 2025Q1: 30,251 shares; 2025Q2: 31,251 shares 31,251 $2.1M 0.17% +1,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,244 shares; 2025Q2: 39,952 shares 39,952 $1.92M 0.15% +33,708 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,867 shares; 2024Q2: 4,887 shares; 2024Q3: 5,019 shares; 2024Q4: 5,533 shares; 2025Q1: 5,903 shares; 2025Q2: 5,334 shares 5,334 $1.89M 0.15% -569 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,518 shares; 2024Q2: 59,010 shares; 2024Q3: not reported; 2024Q4: 66,646 shares; 2025Q1: 68,309 shares; 2025Q2: 77,532 shares 77,532 $1.88M 0.15% +9,223 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 71,143 shares; 2024Q2: 67,554 shares; 2024Q3: 68,273 shares; 2024Q4: 69,061 shares; 2025Q1: 81,187 shares; 2025Q2: 81,481 shares 81,481 $1.87M 0.15% +294 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,624 shares; 2025Q2: 34,875 shares 34,875 $1.86M 0.15% +29,251 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: 44,000 shares 44,000 $1.86M 0.15% +36,969 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,203 shares; 2025Q1: 36,269 shares; 2025Q2: 53,704 shares 53,704 $1.8M 0.14% +17,435 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,212 shares; 2024Q2: 19,287 shares; 2024Q3: 17,800 shares; 2024Q4: 18,144 shares; 2025Q1: 50,422 shares; 2025Q2: 74,934 shares 74,934 $1.78M 0.14% +24,512 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,043 shares 65,043 $1.78M 0.14% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,977 shares; 2024Q2: 49,787 shares; 2024Q3: 47,939 shares; 2024Q4: 73,536 shares; 2025Q1: 71,037 shares; 2025Q2: 75,979 shares 75,979 $1.77M 0.14% +4,942 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,904 shares; 2024Q2: 2,409 shares; 2024Q3: 1,952 shares; 2024Q4: 2,203 shares; 2025Q1: 2,531 shares; 2025Q2: 3,612 shares 3,612 $1.75M 0.14% +1,081 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,233 shares; 2025Q2: 32,238 shares 32,238 $1.75M 0.14% +6,005 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,944 shares; 2025Q1: 31,633 shares; 2025Q2: 31,688 shares 31,688 $1.73M 0.14% +55 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,606 shares; 2024Q2: 9,895 shares; 2024Q3: 3,735 shares; 2024Q4: 3,085 shares; 2025Q1: 5,125 shares; 2025Q2: 5,366 shares 5,366 $1.7M 0.13% +241 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,973 shares; 2024Q2: 4,745 shares; 2024Q3: 7,391 shares; 2024Q4: 18,905 shares; 2025Q1: 32,155 shares; 2025Q2: 18,255 shares 18,255 $1.67M 0.13% -13,900 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,401 shares; 2024Q2: 8,430 shares; 2024Q3: 8,459 shares; 2024Q4: 8,276 shares; 2025Q1: 8,322 shares; 2025Q2: 6,829 shares 6,829 $1.64M 0.13% -1,493 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,873 shares; 2024Q2: 3,097 shares; 2024Q3: 5,225 shares; 2024Q4: 5,719 shares; 2025Q1: 5,625 shares; 2025Q2: 5,479 shares 5,479 $1.62M 0.13% -146 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 899 shares; 2024Q2: 945 shares; 2024Q3: 958 shares; 2024Q4: 2,289 shares; 2025Q1: 2,243 shares; 2025Q2: 2,048 shares 2,048 $1.61M 0.13% -195 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,998 shares; 2024Q2: 7,556 shares; 2024Q3: 6,563 shares; 2024Q4: 6,244 shares; 2025Q1: 10,661 shares; 2025Q2: 10,963 shares 10,963 $1.57M 0.12% +302 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,104 shares; 2024Q2: 2,854 shares; 2024Q3: 2,905 shares; 2024Q4: 3,150 shares; 2025Q1: 2,880 shares; 2025Q2: 2,765 shares 2,765 $1.53M 0.12% -115 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,891 shares; 2024Q2: 54,718 shares; 2024Q3: 56,572 shares; 2024Q4: 57,076 shares; 2025Q1: 57,716 shares; 2025Q2: 65,507 shares 65,507 $1.5M 0.12% +7,791 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,266 shares; 2024Q2: 8,633 shares; 2024Q3: 8,351 shares; 2024Q4: 9,910 shares; 2025Q1: 10,115 shares; 2025Q2: 9,624 shares 9,624 $1.47M 0.12% -491 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,073 shares; 2024Q2: 54,205 shares; 2024Q3: not reported; 2024Q4: 56,429 shares; 2025Q1: 53,355 shares; 2025Q2: 56,782 shares 56,782 $1.43M 0.11% +3,427 DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,835 shares; 2024Q2: 13,224 shares; 2024Q3: 12,427 shares; 2024Q4: 11,894 shares; 2025Q1: 11,767 shares; 2025Q2: 12,116 shares 12,116 $1.41M 0.11% +349 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,533 shares; 2024Q2: 38,402 shares; 2024Q3: not reported; 2024Q4: 45,013 shares; 2025Q1: 47,877 shares; 2025Q2: 56,142 shares 56,142 $1.36M 0.11% +8,265 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,878 shares; 2024Q2: 26,052 shares; 2024Q3: 27,617 shares; 2024Q4: 31,342 shares; 2025Q1: 31,167 shares; 2025Q2: 24,905 shares 24,905 $1.34M 0.11% -6,262 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,496 shares; 2024Q2: 7,379 shares; 2024Q3: 7,377 shares; 2024Q4: 7,319 shares; 2025Q1: 6,943 shares; 2025Q2: 6,449 shares 6,449 $1.32M 0.1% -494 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,201 shares; 2024Q2: 11,264 shares; 2024Q3: 11,154 shares; 2024Q4: 11,098 shares; 2025Q1: 10,011 shares; 2025Q2: 9,714 shares 9,714 $1.31M 0.1% -297 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,934 shares; 2024Q2: 6,374 shares; 2024Q3: 6,567 shares; 2024Q4: 7,368 shares; 2025Q1: 7,968 shares; 2025Q2: 8,029 shares 8,029 $1.28M 0.1% +61 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,401 shares; 2024Q2: 3,401 shares; 2024Q3: 5,235 shares; 2024Q4: 5,235 shares; 2025Q1: 5,211 shares; 2025Q2: 4,958 shares 4,958 $1.26M 0.1% -253 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,733 shares; 2024Q2: 52,993 shares; 2024Q3: 50,603 shares; 2024Q4: 50,589 shares; 2025Q1: 31,557 shares; 2025Q2: 11,616 shares 11,616 $1.24M 0.1% -19,941 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,087 shares; 2024Q2: 43,250 shares; 2024Q3: 44,288 shares; 2024Q4: 44,851 shares; 2025Q1: 46,754 shares; 2025Q2: 54,445 shares 54,445 $1.22M 0.1% +7,691 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 718 shares; 2024Q2: 689 shares; 2024Q3: 714 shares; 2024Q4: 834 shares; 2025Q1: 790 shares; 2025Q2: 913 shares 913 $1.22M 0.1% +123 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,555 shares; 2025Q1: 26,043 shares; 2025Q2: 38,222 shares 38,222 $1.13M 0.09% +12,179 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,854 shares; 2024Q2: 34,713 shares; 2024Q3: 34,189 shares; 2024Q4: 33,860 shares; 2025Q1: 33,439 shares; 2025Q2: 32,405 shares 32,405 $1.07M 0.08% -1,034 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,160 shares; 2024Q2: 1,189 shares; 2024Q3: 1,789 shares; 2024Q4: 1,994 shares; 2025Q1: 1,899 shares; 2025Q2: 1,879 shares 1,879 $1.07M 0.08% -20 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,618 shares; 2024Q2: 32,724 shares; 2024Q3: 35,006 shares; 2024Q4: 35,936 shares; 2025Q1: 37,269 shares; 2025Q2: 40,988 shares 40,988 $1.04M 0.08% +3,719 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,763 shares; 2024Q2: 2,023 shares; 2024Q3: 1,958 shares; 2024Q4: 2,329 shares; 2025Q1: 2,556 shares; 2025Q2: 2,800 shares 2,800 $1.03M 0.08% +244 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,553 shares; 2024Q2: 11,224 shares; 2024Q3: 11,647 shares; 2024Q4: 13,049 shares; 2025Q1: 14,207 shares; 2025Q2: 31,314 shares 31,314 $1.02M 0.08% +17,107 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,597 shares; 2024Q2: 45,155 shares; 2024Q3: 46,094 shares; 2024Q4: 41,258 shares; 2025Q1: 36,836 shares; 2025Q2: 43,334 shares 43,334 $1.01M 0.08% +6,498 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 791 shares; 2024Q2: 696 shares; 2024Q3: 717 shares; 2024Q4: 875 shares; 2025Q1: 1,058 shares; 2025Q2: 1,239 shares 1,239 $966K 0.08% +181 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,506 shares; 2024Q2: 2,589 shares; 2024Q3: 2,567 shares; 2024Q4: 5,315 shares; 2025Q1: 5,368 shares; 2025Q2: 4,617 shares 4,617 $945K 0.07% -751 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,487 shares; 2025Q1: 21,196 shares; 2025Q2: 27,643 shares 27,643 $910K 0.07% +6,447 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,672 shares; 2024Q2: 36,856 shares; 2024Q3: 34,823 shares; 2024Q4: 35,958 shares; 2025Q1: 35,967 shares; 2025Q2: 40,506 shares 40,506 $906K 0.07% +4,539 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,005 shares; 2024Q2: 4,038 shares; 2024Q3: 3,917 shares; 2024Q4: 4,763 shares; 2025Q1: 4,196 shares; 2025Q2: 4,781 shares 4,781 $887K 0.07% +585 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,969 shares; 2024Q4: 7,463 shares; 2025Q1: 5,991 shares; 2025Q2: 3,904 shares 3,904 $884K 0.07% -2,087 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,946 shares; 2024Q2: 7,472 shares; 2024Q3: 7,959 shares; 2024Q4: 8,090 shares; 2025Q1: 9,072 shares; 2025Q2: 9,760 shares 9,760 $876K 0.07% +688 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,694 shares; 2025Q1: 22,573 shares; 2025Q2: 29,664 shares 29,664 $875K 0.07% +7,091 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,986 shares; 2024Q2: 12,045 shares; 2024Q3: 14,461 shares; 2024Q4: 16,034 shares; 2025Q1: 11,565 shares; 2025Q2: 11,528 shares 11,528 $858K 0.07% -37 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,515 shares; 2024Q2: 1,281 shares; 2024Q3: 1,305 shares; 2024Q4: 1,939 shares; 2025Q1: 2,124 shares; 2025Q2: 2,205 shares 2,205 $856K 0.07% +81 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,846 shares; 2024Q2: 10,704 shares; 2024Q3: 11,056 shares; 2024Q4: 15,989 shares; 2025Q1: 16,913 shares; 2025Q2: 17,675 shares 17,675 $836K 0.07% +762 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,023 shares; 2024Q2: 1,028 shares; 2024Q3: 2,381 shares; 2024Q4: 2,854 shares; 2025Q1: 2,933 shares; 2025Q2: 2,954 shares 2,954 $825K 0.07% +21 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,040 shares; 2024Q3: 2,700 shares; 2024Q4: 3,842 shares; 2025Q1: 4,184 shares; 2025Q2: 5,160 shares 5,160 $822K 0.07% +976 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,356 shares; 2024Q2: 2,365 shares; 2024Q3: 2,327 shares; 2024Q4: 2,571 shares; 2025Q1: 2,752 shares; 2025Q2: 2,769 shares 2,769 $809K 0.06% +17 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,745 shares; 2024Q2: 21,152 shares; 2024Q3: 21,282 shares; 2024Q4: 21,415 shares; 2025Q1: 22,679 shares; 2025Q2: 26,535 shares 26,535 $801K 0.06% +3,856 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 839 shares; 2024Q2: 809 shares; 2024Q3: 818 shares; 2024Q4: 915 shares; 2025Q1: 1,056 shares; 2025Q2: 1,409 shares 1,409 $792K 0.06% +353 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 197,869 shares; 2024Q2: 221,674 shares; 2024Q3: 347,044 shares; 2024Q4: 394,838 shares; 2025Q1: 341,242 shares; 2025Q2: 12,430 shares 12,430 $785K 0.06% -328,812 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,246 shares; 2024Q2: 1,231 shares; 2024Q3: 2,415 shares; 2024Q4: 2,811 shares; 2025Q1: 2,755 shares; 2025Q2: 2,501 shares 2,501 $780K 0.06% -254 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,669 shares; 2024Q2: 12,428 shares; 2024Q3: 10,898 shares; 2024Q4: 10,761 shares; 2025Q1: 14,292 shares; 2025Q2: 16,300 shares 16,300 $775K 0.06% +2,008 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,814 shares; 2024Q2: 6,130 shares; 2024Q3: 6,816 shares; 2024Q4: 9,009 shares; 2025Q1: 9,124 shares; 2025Q2: 9,702 shares 9,702 $768K 0.06% +578 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 501 shares; 2024Q2: 382 shares; 2024Q3: 385 shares; 2024Q4: 450 shares; 2025Q1: 468 shares; 2025Q2: 773 shares 773 $765K 0.06% +305 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 6,063 shares; 2024Q3: 4,472 shares; 2024Q4: 11,437 shares; 2025Q1: 7,188 shares; 2025Q2: 7,188 shares 7,188 $724K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,448 shares; 2024Q2: 1,441 shares; 2024Q3: 1,329 shares; 2024Q4: 3,198 shares; 2025Q1: 3,285 shares; 2025Q2: 3,310 shares 3,310 $723K 0.06% +25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,602 shares; 2024Q2: 5,276 shares; 2024Q3: 6,352 shares; 2024Q4: 6,162 shares; 2025Q1: 4,951 shares; 2025Q2: 5,054 shares 5,054 $717K 0.06% +103 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,966 shares; 2024Q2: 1,967 shares; 2024Q3: 1,967 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 1,816 shares 1,816 $706K 0.06% -180 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,253 shares; 2024Q2: 3,866 shares; 2024Q3: 3,871 shares; 2024Q4: 4,142 shares; 2025Q1: 4,013 shares; 2025Q2: 3,382 shares 3,382 $702K 0.06% -631 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81,652 shares; 2024Q2: 89,041 shares; 2024Q3: 131,121 shares; 2024Q4: 138,934 shares; 2025Q1: 26,563 shares; 2025Q2: 7,924 shares 7,924 $699K 0.06% -18,639 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,791 shares; 2024Q2: 2,687 shares; 2024Q3: 2,676 shares; 2024Q4: 2,947 shares; 2025Q1: 3,031 shares; 2025Q2: 2,562 shares 2,562 $699K 0.06% -469 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,965 shares; 2024Q2: 8,940 shares; 2024Q3: 8,949 shares; 2024Q4: 10,599 shares; 2025Q1: 10,450 shares; 2025Q2: 10,084 shares 10,084 $697K 0.06% -366 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,657 shares; 2024Q2: 7,294 shares; 2024Q3: 7,326 shares; 2024Q4: 8,547 shares; 2025Q1: 8,915 shares; 2025Q2: 10,017 shares 10,017 $695K 0.06% +1,102 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,345 shares; 2024Q2: 17,530 shares; 2024Q3: 17,784 shares; 2024Q4: 21,055 shares; 2025Q1: 21,106 shares; 2025Q2: 23,891 shares 23,891 $691K 0.05% +2,785 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 829 shares; 2024Q3: 763 shares; 2024Q4: 806 shares; 2025Q1: 917 shares; 2025Q2: 984 shares 984 $687K 0.05% +67 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,510 shares; 2024Q2: 15,693 shares; 2024Q3: 14,566 shares; 2024Q4: 29,090 shares; 2025Q1: 25,252 shares; 2025Q2: 23,333 shares 23,333 $668K 0.05% -1,919 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,272 shares; 2025Q1: 6,835 shares; 2025Q2: 8,327 shares 8,327 $667K 0.05% +1,492 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,953 shares; 2024Q2: 3,906 shares; 2024Q3: 4,003 shares; 2024Q4: 4,768 shares; 2025Q1: 5,137 shares; 2025Q2: 5,042 shares 5,042 $666K 0.05% -95 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,094 shares; 2024Q2: 1,092 shares; 2024Q3: 1,004 shares; 2024Q4: 920 shares; 2025Q1: 915 shares; 2025Q2: 907 shares 907 $665K 0.05% -8 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,288 shares; 2024Q2: 3,242 shares; 2024Q3: 2,968 shares; 2024Q4: 3,531 shares; 2025Q1: 3,454 shares; 2025Q2: 3,645 shares 3,645 $664K 0.05% +191 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,319 shares; 2025Q1: 28,866 shares; 2025Q2: 28,240 shares 28,240 $659K 0.05% -626 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,677 shares; 2024Q2: 15,479 shares; 2024Q3: 15,844 shares; 2024Q4: 16,286 shares; 2025Q1: 15,991 shares; 2025Q2: 16,721 shares 16,721 $655K 0.05% +730 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,973 shares; 2025Q2: 21,968 shares 21,968 $653K 0.05% +1,995 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 611 shares; 2024Q2: 376 shares; 2024Q3: 377 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 625 shares 625 $643K 0.05% +23 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,176 shares; 2024Q2: 6,280 shares; 2024Q3: 7,635 shares; 2024Q4: 22,450 shares; 2025Q1: 25,885 shares; 2025Q2: 24,026 shares 24,026 $637K 0.05% -1,859 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 513 shares; 2025Q1: 568 shares; 2025Q2: 606 shares 606 $636K 0.05% +38 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 782 shares; 2025Q1: 1,163 shares; 2025Q2: 1,240 shares 1,240 $631K 0.05% +77 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65,335 shares; 2024Q2: 64,351 shares; 2024Q3: 63,733 shares; 2024Q4: 57,364 shares; 2025Q1: 24,198 shares; 2025Q2: 6,543 shares 6,543 $627K 0.05% -17,655 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,132 shares; 2024Q2: 28,079 shares; 2024Q3: 28,590 shares; 2024Q4: 25,152 shares; 2025Q1: 16,333 shares; 2025Q2: 9,959 shares 9,959 $621K 0.05% -6,374 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,940 shares; 2024Q2: 4,058 shares; 2024Q3: 3,979 shares; 2024Q4: 4,531 shares; 2025Q1: 4,809 shares; 2025Q2: 4,213 shares 4,213 $615K 0.05% -596 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,787 shares; 2024Q2: 19,574 shares; 2024Q3: 13,424 shares; 2024Q4: 19,453 shares; 2025Q1: 33,708 shares; 2025Q2: 44,644 shares 44,644 $613K 0.05% +10,936 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 64,285 shares; 2024Q4: 53,290 shares; 2025Q1: 53,871 shares; 2025Q2: 54,590 shares 54,590 $612K 0.05% +719 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,910 shares; 2024Q2: 9,497 shares; 2024Q3: 7,731 shares; 2024Q4: 7,844 shares; 2025Q1: 8,627 shares; 2025Q2: 21,108 shares 21,108 $607K 0.05% +12,481 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 121,699 shares; 2025Q1: 2,859 shares; 2025Q2: 4,410 shares 4,410 $601K 0.05% +1,551 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,886 shares; 2024Q2: 1,785 shares; 2024Q3: 5,684 shares; 2024Q4: 7,473 shares; 2025Q1: 5,645 shares; 2025Q2: 4,863 shares 4,863 $596K 0.05% -782 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,136 shares; 2024Q2: 5,136 shares; 2024Q3: 5,136 shares; 2024Q4: 5,136 shares; 2025Q1: 5,136 shares; 2025Q2: 5,459 shares 5,459 $588K 0.05% +323 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,479 shares; 2024Q2: 5,481 shares; 2024Q3: 5,483 shares; 2024Q4: 5,536 shares; 2025Q1: 5,541 shares; 2025Q2: 5,526 shares 5,526 $583K 0.05% -15 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,991 shares; 2024Q2: 4,432 shares; 2024Q3: 4,367 shares; 2024Q4: 5,339 shares; 2025Q1: 5,856 shares; 2025Q2: 6,241 shares 6,241 $573K 0.05% +385 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,081 shares; 2024Q2: 1,471 shares; 2024Q3: 1,536 shares; 2024Q4: 1,641 shares; 2025Q1: 1,688 shares; 2025Q2: 1,902 shares 1,902 $568K 0.05% +214 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,716 shares; 2024Q2: 4,668 shares; 2024Q3: 4,618 shares; 2024Q4: 6,707 shares; 2025Q1: 7,032 shares; 2025Q2: 7,996 shares 7,996 $566K 0.04% +964 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,350 shares; 2024Q2: 1,456 shares; 2024Q3: 1,486 shares; 2024Q4: 1,733 shares; 2025Q1: 1,812 shares; 2025Q2: 1,883 shares 1,883 $549K 0.04% +71 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,689 shares; 2024Q2: 3,050 shares; 2024Q3: 3,187 shares; 2024Q4: 3,707 shares; 2025Q1: 4,556 shares; 2025Q2: 4,925 shares 4,925 $529K 0.04% +369 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,593 shares; 2025Q1: 8,798 shares; 2025Q2: 8,628 shares 8,628 $528K 0.04% -170 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,824 shares; 2024Q2: 9,065 shares; 2024Q3: 9,096 shares; 2024Q4: 9,693 shares; 2025Q1: 8,555 shares; 2025Q2: 7,103 shares 7,103 $528K 0.04% -1,452 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,865 shares; 2025Q1: 24,633 shares; 2025Q2: 24,015 shares 24,015 $526K 0.04% -618 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,264 shares; 2024Q2: 17,159 shares; 2024Q3: 18,254 shares; 2024Q4: 19,302 shares; 2025Q1: 18,026 shares; 2025Q2: 23,347 shares 23,347 $526K 0.04% +5,321 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,541 shares; 2024Q2: 5,693 shares; 2024Q3: 5,757 shares; 2024Q4: 8,934 shares; 2025Q1: 11,119 shares; 2025Q2: 5,837 shares 5,837 $526K 0.04% -5,282 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,263 shares; 2024Q2: 1,913 shares; 2024Q3: 1,917 shares; 2024Q4: 2,010 shares; 2025Q1: 2,076 shares; 2025Q2: 2,725 shares 2,725 $525K 0.04% +649 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,058 shares; 2024Q2: 5,125 shares; 2024Q3: 5,074 shares; 2024Q4: 5,684 shares; 2025Q1: 6,116 shares; 2025Q2: 6,516 shares 6,516 $524K 0.04% +400 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,603 shares; 2024Q2: 9,035 shares; 2024Q3: 8,644 shares; 2024Q4: 8,683 shares; 2025Q1: 7,301 shares; 2025Q2: 5,560 shares 5,560 $522K 0.04% -1,741 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,172 shares; 2024Q2: 8,207 shares; 2024Q3: 8,450 shares; 2024Q4: 9,946 shares; 2025Q1: 10,823 shares; 2025Q2: 11,653 shares 11,653 $504K 0.04% +830 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,002 shares; 2024Q2: 7,002 shares; 2024Q3: 7,600 shares; 2024Q4: 7,465 shares; 2025Q1: 7,465 shares; 2025Q2: 7,465 shares 7,465 $502K 0.04% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,069 shares 1,069 $502K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,217 shares; 2024Q3: 2,578 shares; 2024Q4: 2,979 shares; 2025Q1: 3,113 shares; 2025Q2: 3,246 shares 3,246 $494K 0.04% +133 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 880 shares; 2024Q2: 897 shares; 2024Q3: 1,026 shares; 2024Q4: 1,142 shares; 2025Q1: 1,018 shares; 2025Q2: 1,039 shares 1,039 $481K 0.04% +21 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,650 shares; 2024Q2: 15,874 shares; 2024Q3: 16,932 shares; 2024Q4: 17,930 shares; 2025Q1: 16,480 shares; 2025Q2: 20,379 shares 20,379 $473K 0.04% +3,899 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,521 shares; 2024Q2: 10,268 shares; 2024Q3: 10,795 shares; 2024Q4: 10,795 shares; 2025Q1: 9,152 shares; 2025Q2: 7,537 shares 7,537 $467K 0.04% -1,615 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,821 shares; 2024Q2: 8,166 shares; 2024Q3: 7,042 shares; 2024Q4: 7,608 shares; 2025Q1: 7,621 shares; 2025Q2: 7,493 shares 7,493 $467K 0.04% -128 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,416 shares; 2024Q2: 10,396 shares; 2024Q3: 10,024 shares; 2024Q4: 10,194 shares; 2025Q1: 10,658 shares; 2025Q2: 15,694 shares 15,694 $460K 0.04% +5,036 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,368 shares; 2024Q2: 1,826 shares; 2024Q3: 1,854 shares; 2024Q4: 2,162 shares; 2025Q1: 1,315 shares; 2025Q2: 1,414 shares 1,414 $453K 0.04% +99 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,625 shares; 2025Q2: 6,625 shares 6,625 $452K 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 169 shares; 2024Q4: 303 shares; 2025Q1: 360 shares; 2025Q2: 621 shares 621 $440K 0.03% +261 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,249 shares; 2024Q2: not reported; 2024Q3: 3,252 shares; 2024Q4: 2,976 shares; 2025Q1: 3,379 shares; 2025Q2: 4,100 shares 4,100 $433K 0.03% +721 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,157 shares; 2025Q2: 16,033 shares 16,033 $430K 0.03% +3,876 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,419 shares; 2024Q4: 2,560 shares; 2025Q1: 2,639 shares; 2025Q2: 2,999 shares 2,999 $422K 0.03% +360 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 930 shares; 2024Q2: 930 shares; 2024Q3: 930 shares; 2024Q4: 1,111 shares; 2025Q1: 1,081 shares; 2025Q2: 931 shares 931 $408K 0.03% -150 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,555 shares 4,555 $406K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,526 shares; 2024Q2: 11,154 shares; 2024Q3: 10,800 shares; 2024Q4: 11,648 shares; 2025Q1: 12,990 shares; 2025Q2: 13,779 shares 13,779 $405K 0.03% +789 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,788 shares; 2024Q2: 3,103 shares; 2024Q3: 3,117 shares; 2024Q4: 3,876 shares; 2025Q1: 4,382 shares; 2025Q2: 4,588 shares 4,588 $400K 0.03% +206 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,638 shares; 2024Q2: 15,064 shares; 2024Q3: 15,247 shares; 2024Q4: 16,034 shares; 2025Q1: 13,896 shares; 2025Q2: 17,145 shares 17,145 $399K 0.03% +3,249 IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,698 shares; 2024Q2: 14,327 shares; 2024Q3: 14,365 shares; 2024Q4: 15,295 shares; 2025Q1: 13,551 shares; 2025Q2: 16,788 shares 16,788 $398K 0.03% +3,237 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,545 shares; 2025Q2: 13,242 shares 13,242 $397K 0.03% +1,697 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,341 shares; 2025Q2: 14,178 shares 14,178 $397K 0.03% +1,837 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 856 shares; 2024Q2: 897 shares; 2024Q3: 1,264 shares; 2024Q4: 779 shares; 2025Q1: 795 shares; 2025Q2: 719 shares 719 $391K 0.03% -76 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,389 shares; 2024Q2: 15,445 shares; 2024Q3: 14,859 shares; 2024Q4: 19,144 shares; 2025Q1: 19,432 shares; 2025Q2: 15,867 shares 15,867 $385K 0.03% -3,565 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,595 shares; 2024Q4: 2,833 shares; 2025Q1: 3,209 shares; 2025Q2: 3,622 shares 3,622 $383K 0.03% +413 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,566 shares; 2024Q2: 1,633 shares; 2024Q3: 1,648 shares; 2024Q4: 1,846 shares; 2025Q1: 1,854 shares; 2025Q2: 1,930 shares 1,930 $381K 0.03% +76 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,345 shares; 2024Q2: 6,944 shares; 2024Q3: 7,187 shares; 2024Q4: 7,734 shares; 2025Q1: 7,562 shares; 2025Q2: 7,453 shares 7,453 $379K 0.03% -109 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,313 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,276 shares; 2025Q2: 5,560 shares 5,560 $374K 0.03% +284 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,265 shares; 2024Q2: 1,262 shares; 2024Q3: 1,751 shares; 2024Q4: 2,350 shares; 2025Q1: 2,099 shares; 2025Q2: 2,112 shares 2,112 $373K 0.03% +13 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $372K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,553 shares; 2024Q3: 3,417 shares; 2024Q4: 3,656 shares; 2025Q1: 3,740 shares; 2025Q2: 3,940 shares 3,940 $359K 0.03% +200 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,066 shares 1,066 $352K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,992 shares; 2024Q2: 2,492 shares; 2024Q3: 2,347 shares; 2024Q4: 2,515 shares; 2025Q1: 1,786 shares; 2025Q2: 1,922 shares 1,922 $352K 0.03% +136 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,891 shares; 2024Q2: 2,890 shares; 2024Q3: 2,892 shares; 2024Q4: 2,949 shares; 2025Q1: 2,961 shares; 2025Q2: 2,937 shares 2,937 $350K 0.03% -24 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 884 shares; 2024Q3: 923 shares; 2024Q4: 1,042 shares; 2025Q1: 1,066 shares; 2025Q2: 1,126 shares 1,126 $347K 0.03% +60 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,288 shares; 2024Q2: 2,316 shares; 2024Q3: 2,202 shares; 2024Q4: 2,813 shares; 2025Q1: 3,189 shares; 2025Q2: 3,280 shares 3,280 $345K 0.03% +91 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 819 shares; 2024Q2: 763 shares; 2024Q3: 815 shares; 2024Q4: 997 shares; 2025Q1: 981 shares; 2025Q2: 838 shares 838 $341K 0.03% -143 ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,156 shares; 2024Q2: 2,390 shares; 2024Q3: 2,614 shares; 2024Q4: 2,434 shares; 2025Q1: 2,231 shares; 2025Q2: 2,488 shares 2,488 $338K 0.03% +257 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,357 shares; 2024Q2: 1,317 shares; 2024Q3: 1,275 shares; 2024Q4: 1,228 shares; 2025Q1: 1,088 shares; 2025Q2: 867 shares 867 $336K 0.03% -221 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,686 shares; 2025Q1: 5,320 shares; 2025Q2: 5,646 shares 5,646 $331K 0.03% +326 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,594 shares; 2024Q2: 5,183 shares; 2024Q3: 4,978 shares; 2024Q4: 5,423 shares; 2025Q1: 6,424 shares; 2025Q2: 7,307 shares 7,307 $331K 0.03% +883 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 897 shares; 2025Q2: 1,007 shares 1,007 $330K 0.03% +110 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,204 shares; 2024Q2: 1,226 shares; 2024Q3: 1,293 shares; 2024Q4: 1,834 shares; 2025Q1: 1,851 shares; 2025Q2: 1,431 shares 1,431 $329K 0.03% -420 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,163 shares; 2024Q2: 1,163 shares; 2024Q3: 1,163 shares; 2024Q4: 1,211 shares; 2025Q1: 1,204 shares; 2025Q2: 1,314 shares 1,314 $325K 0.03% +110 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,961 shares; 2024Q3: 5,456 shares; 2024Q4: 6,181 shares; 2025Q1: 7,087 shares; 2025Q2: 7,886 shares 7,886 $324K 0.03% +799 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,602 shares; 2024Q2: 1,290 shares; 2024Q3: 1,272 shares; 2024Q4: 1,399 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares 1,368 $324K 0.03% 0 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,186 shares; 2024Q2: 11,230 shares; 2024Q3: 10,924 shares; 2024Q4: 8,025 shares; 2025Q1: 5,527 shares; 2025Q2: 7,403 shares 7,403 $322K 0.03% +1,876 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 7,517 shares; 2024Q3: 7,521 shares; 2024Q4: 7,508 shares; 2025Q1: 6,955 shares; 2025Q2: 6,955 shares 6,955 $320K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,174 shares; 2024Q2: 2,175 shares; 2024Q3: 2,174 shares; 2024Q4: 2,249 shares; 2025Q1: 2,406 shares; 2025Q2: 2,540 shares 2,540 $314K 0.02% +134 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,292 shares; 2024Q2: 3,292 shares; 2024Q3: 3,343 shares; 2024Q4: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares 3,292 $312K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,966 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,565 shares; 2025Q1: 2,506 shares; 2025Q2: 2,502 shares 2,502 $310K 0.02% -4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,980 shares; 2024Q2: 3,164 shares; 2024Q3: 3,554 shares; 2024Q4: 4,217 shares; 2025Q1: 4,117 shares; 2025Q2: 3,207 shares 3,207 $299K 0.02% -910 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,574 shares 2,574 $297K 0.02% +334 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares 578 $294K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 399 shares; 2024Q2: 406 shares; 2024Q3: 423 shares; 2024Q4: 474 shares; 2025Q1: 491 shares; 2025Q2: 366 shares 366 $293K 0.02% -125 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,784 shares; 2024Q2: 7,184 shares; 2024Q3: 5,404 shares; 2024Q4: 6,622 shares; 2025Q1: 7,710 shares; 2025Q2: 8,208 shares 8,208 $293K 0.02% +498 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,653 shares; 2024Q4: 3,145 shares; 2025Q1: 3,102 shares; 2025Q2: 3,401 shares 3,401 $290K 0.02% +299 Timeline IBIC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,143 shares; 2024Q2: 11,143 shares; 2024Q3: 11,143 shares; 2024Q4: 11,143 shares; 2025Q1: 11,143 shares; 2025Q2: 11,143 shares 11,143 $289K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,213 shares; 2024Q2: 11,213 shares; 2024Q3: 11,213 shares; 2024Q4: 11,213 shares; 2025Q1: 11,213 shares; 2025Q2: 11,213 shares 11,213 $287K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,982 shares; 2025Q2: 3,136 shares 3,136 $286K 0.02% +154 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,252 shares; 2024Q2: 896 shares; 2024Q3: 929 shares; 2024Q4: 1,041 shares; 2025Q1: 1,254 shares; 2025Q2: 799 shares 799 $285K 0.02% -455 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,276 shares; 2024Q4: 2,693 shares; 2025Q1: 3,096 shares; 2025Q2: 3,343 shares 3,343 $281K 0.02% +247 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 939 shares; 2025Q1: 1,039 shares; 2025Q2: 1,095 shares 1,095 $280K 0.02% +56 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,995 shares; 2025Q1: 11,662 shares; 2025Q2: 11,587 shares 11,587 $274K 0.02% -75 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,076 shares; 2024Q4: 2,420 shares; 2025Q1: 2,498 shares; 2025Q2: 2,634 shares 2,634 $273K 0.02% +136 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,560 shares; 2024Q4: 1,813 shares; 2025Q1: 2,083 shares; 2025Q2: 2,247 shares 2,247 $273K 0.02% +164 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,092 shares; 2025Q1: 4,190 shares; 2025Q2: 4,327 shares 4,327 $272K 0.02% +137 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,995 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,103 shares; 2025Q2: 3,254 shares 3,254 $269K 0.02% +151 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,096 shares; 2025Q1: 2,566 shares; 2025Q2: 2,704 shares 2,704 $263K 0.02% +138 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 961 shares; 2024Q4: 1,215 shares; 2025Q1: 1,343 shares; 2025Q2: 1,528 shares 1,528 $263K 0.02% +185 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,377 shares; 2025Q2: 1,408 shares 1,408 $262K 0.02% +31 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 976 shares; 2025Q2: 1,043 shares 1,043 $262K 0.02% +67 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,227 shares; 2024Q2: 3,654 shares; 2024Q3: not reported; 2024Q4: 3,290 shares; 2025Q1: not reported; 2025Q2: 2,085 shares 2,085 $259K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,789 shares; 2024Q2: 3,791 shares; 2024Q3: 3,796 shares; 2024Q4: 3,854 shares; 2025Q1: 3,880 shares; 2025Q2: 3,780 shares 3,780 $257K 0.02% -100 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,800 shares; 2025Q2: 5,977 shares 5,977 $252K 0.02% +177 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 866 shares; 2024Q2: not reported; 2024Q3: 989 shares; 2024Q4: 1,053 shares; 2025Q1: 1,056 shares; 2025Q2: 1,128 shares 1,128 $250K 0.02% +72 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,026 shares 10,026 $250K 0.02% +26 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,215 shares; 2024Q2: 16,408 shares; 2024Q3: 16,603 shares; 2024Q4: 16,809 shares; 2025Q1: 17,022 shares; 2025Q2: 17,262 shares 17,262 $248K 0.02% +240 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares 1,159 $243K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 839 shares; 2025Q1: 875 shares; 2025Q2: 890 shares 890 $238K 0.02% +15 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,593 shares 2,593 $232K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,368 shares; 2025Q2: 7,240 shares 7,240 $230K 0.02% +872 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,289 shares 2,289 $226K 0.02% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 293,023 shares; 2024Q2: 204,898 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 247,855 shares; 2025Q2: 5,940 shares 5,940 $225K 0.02% -241,915 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,241 shares 10,241 $225K 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,191 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 568 shares; 2025Q1: not reported; 2025Q2: 1,041 shares 1,041 $225K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,215 shares; 2025Q2: 2,436 shares 2,436 $223K 0.02% +221 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 645 shares; 2024Q2: 645 shares; 2024Q3: 521 shares; 2024Q4: 619 shares; 2025Q1: 620 shares; 2025Q2: 523 shares 523 $220K 0.02% -97 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,231 shares 4,231 $219K 0.02% new Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,231 shares; 2024Q2: 11,029 shares; 2024Q3: 9,017 shares; 2024Q4: 9,163 shares; 2025Q1: not reported; 2025Q2: 6,534 shares 6,534 $213K 0.02% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares 394 $211K 0.02% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,650 shares; 2024Q2: 2,740 shares; 2024Q3: 2,755 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 670 shares 670 $210K 0.02% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,403 shares 6,403 $208K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,166 shares; 2024Q2: 1,197 shares; 2024Q3: 1,235 shares; 2024Q4: 1,458 shares; 2025Q1: 1,483 shares; 2025Q2: 950 shares 950 $208K 0.02% -533 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,778 shares 6,778 $206K 0.02% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,157 shares; 2024Q2: 5,663 shares; 2024Q3: 6,319 shares; 2024Q4: 14,777 shares; 2025Q1: not reported; 2025Q2: 9,182 shares 9,182 $203K 0.02% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,955 shares 2,955 $203K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,422 shares; 2024Q2: 10,109 shares; 2024Q3: 11,028 shares; 2024Q4: 31,685 shares; 2025Q1: not reported; 2025Q2: 8,200 shares 8,200 $200K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: 756 shares; 2025Q2: 1,535 shares 1,535 $189K 0.01% +779 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,429 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,754 shares; 2025Q2: 2,521 shares 2,521 $174K 0.01% -233 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,876 shares; 2025Q2: 11,244 shares 11,244 $129K 0.01% +368 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,487 shares; 2025Q2: 11,100 shares 11,100 $127K 0.01% -387 Timeline