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; 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; 2025Q3: 1,112,666 shares 1,112,666 $87.2M 6.71% -20,048 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; 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; 2025Q3: 1,216,010 shares 1,216,010 $72M 5.54% +119,435 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 320,864 shares 320,864 $62.4M 4.81% -89,324 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 478,631 shares 478,631 $57.8M 4.45% -53,552 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331,086 shares; 2025Q2: 527,918 shares; 2025Q3: 965,569 shares 965,569 $55.5M 4.28% +437,651 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 237,955 shares 237,955 $49.1M 3.78% -5,707 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 720,155 shares 720,155 $48.8M 3.76% -345,791 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; 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; 2025Q3: 135,271 shares 135,271 $40.9M 3.15% -3,657 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 562,474 shares 562,474 $37.1M 2.85% -152,675 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; 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; 2025Q3: 725,231 shares 725,231 $33M 2.54% +72,444 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; 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; 2025Q3: 48,467 shares 48,467 $32.3M 2.49% +16,935 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; 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; 2025Q3: 1,180,966 shares 1,180,966 $27.7M 2.13% -77,038 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; 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; 2025Q3: 645,704 shares 645,704 $27.6M 2.13% +155,863 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391,384 shares; 2025Q3: 808,394 shares 808,394 $27.6M 2.13% +417,010 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753,803 shares; 2025Q3: 716,084 shares 716,084 $27.1M 2.09% -37,719 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275,416 shares; 2025Q2: 577,059 shares; 2025Q3: 538,460 shares 538,460 $25.1M 1.93% -38,599 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 465,701 shares 465,701 $21.8M 1.67% -220,830 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; 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; 2025Q3: 332,642 shares 332,642 $19.8M 1.53% +28,558 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 54,251 shares 54,251 $19.8M 1.53% -625 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; 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; 2025Q3: 405,265 shares 405,265 $19M 1.46% +66,443 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 153,321 shares; 2025Q1: 167,939 shares; 2025Q2: 169,633 shares; 2025Q3: 150,764 shares 150,764 $18.3M 1.41% -18,869 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 68,001 shares 68,001 $17.3M 1.33% -7,734 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; 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; 2025Q3: 276,391 shares 276,391 $16.6M 1.28% -9,276 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; 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; 2025Q3: 344,348 shares 344,348 $16M 1.23% +104,429 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 154,866 shares 154,866 $14.7M 1.13% -8,007 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,261 shares 201,261 $14.1M 1.09% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 74,961 shares 74,961 $14M 1.08% -4,405 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; 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; 2025Q3: 252,498 shares 252,498 $13.7M 1.05% -9,281 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 24,416 shares 24,416 $12.6M 0.97% -562 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 118,361 shares; 2025Q1: 228,307 shares; 2025Q2: 303,661 shares; 2025Q3: 319,479 shares 319,479 $12.3M 0.95% +15,818 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 72,737 shares; 2025Q1: 152,878 shares; 2025Q2: 109,651 shares; 2025Q3: 155,603 shares 155,603 $11.9M 0.92% +45,952 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,360 shares; 2025Q3: 224,087 shares 224,087 $11.5M 0.88% -4,273 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,955 shares; 2025Q3: 151,876 shares 151,876 $11.4M 0.88% +148,921 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; 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; 2025Q3: 209,281 shares 209,281 $11.1M 0.86% -6,720 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,940 shares; 2025Q1: 195,608 shares; 2025Q2: 240,644 shares; 2025Q3: 373,789 shares 373,789 $10.7M 0.82% +133,145 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 85,201 shares 85,201 $9.7M 0.75% -201,709 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; 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; 2025Q3: 162,336 shares 162,336 $9.28M 0.71% +11,726 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; 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; 2025Q3: 303,725 shares 303,725 $7.65M 0.59% +19,462 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 21,500 shares 21,500 $7.09M 0.55% +305 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; 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; 2025Q3: 31,431 shares 31,431 $6.9M 0.53% -1,147 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; 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; 2025Q3: 163,024 shares 163,024 $6.78M 0.52% +13,726 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; 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; 2025Q3: 242,973 shares 242,973 $6.55M 0.5% -41,032 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; 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; 2025Q3: 154,967 shares 154,967 $6.23M 0.48% +2,030 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; 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; 2025Q3: 237,697 shares 237,697 $6.19M 0.48% -414,366 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; 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; 2025Q3: 63,035 shares 63,035 $6.18M 0.48% +26,377 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 23,524 shares 23,524 $5.73M 0.44% -266 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; 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; 2025Q3: 57,133 shares 57,133 $5.59M 0.43% -595 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; 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; 2025Q3: 59,823 shares 59,823 $5.49M 0.42% +41,568 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 50,789 shares 50,789 $5.41M 0.42% -17,580 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 20,737 shares 20,737 $5.04M 0.39% -628 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; 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; 2025Q3: 13,494 shares 13,494 $4.8M 0.37% -3,082 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 58,219 shares 58,219 $4.47M 0.34% -6,946 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; 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; 2025Q3: 37,333 shares 37,333 $4.21M 0.32% -3,813 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; 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; 2025Q3: 5,706 shares 5,706 $4.19M 0.32% +397 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; 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; 2025Q3: 185,865 shares 185,865 $3.97M 0.31% +11,621 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; 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; 2025Q3: 205,151 shares 205,151 $3.96M 0.3% +16,188 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,093 shares 5,093 $3.41M 0.26% +260 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; 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; 2025Q3: 10,180 shares 10,180 $3.21M 0.25% -14 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,788 shares; 2025Q2: 63,082 shares; 2025Q3: 69,427 shares 69,427 $3.18M 0.24% +6,345 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,944 shares; 2025Q1: 59,643 shares; 2025Q2: 79,025 shares; 2025Q3: 83,673 shares 83,673 $3.16M 0.24% +4,648 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 32,913 shares 32,913 $3.13M 0.24% -2,259 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,191 shares; 2025Q1: 67,418 shares; 2025Q2: 90,901 shares; 2025Q3: 97,333 shares 97,333 $3.1M 0.24% +6,432 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,521 shares; 2025Q1: 66,355 shares; 2025Q2: 87,679 shares; 2025Q3: 88,394 shares 88,394 $2.9M 0.22% +715 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,228 shares 9,228 $2.6M 0.2% -400 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; 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; 2025Q3: 34,543 shares 34,543 $2.51M 0.19% +3,292 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; 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; 2025Q3: 91,665 shares 91,665 $2.41M 0.19% -229 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 23,196 shares 23,196 $2.39M 0.18% -2,652 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; 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; 2025Q3: 7,280 shares 7,280 $2.39M 0.18% -92 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,244 shares; 2025Q2: 39,952 shares; 2025Q3: 49,338 shares 49,338 $2.38M 0.18% +9,386 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: 44,000 shares; 2025Q3: 53,352 shares 53,352 $2.28M 0.18% +9,352 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,624 shares; 2025Q2: 34,875 shares; 2025Q3: 42,085 shares 42,085 $2.27M 0.17% +7,210 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,826 shares; 2025Q3: 21,855 shares 21,855 $2.26M 0.17% +29 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,944 shares; 2025Q1: 31,633 shares; 2025Q2: 31,688 shares; 2025Q3: 37,707 shares 37,707 $2.1M 0.16% +6,019 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 14,177 shares 14,177 $2.06M 0.16% +4,463 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; 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; 2025Q3: 25,366 shares 25,366 $1.98M 0.15% -12,055 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,233 shares; 2025Q2: 32,238 shares; 2025Q3: 35,686 shares 35,686 $1.98M 0.15% +3,448 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; 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; 2025Q3: 80,763 shares 80,763 $1.93M 0.15% +5,829 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,563 shares 9,563 $1.87M 0.14% -105,996 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 78,676 shares 78,676 $1.82M 0.14% -2,805 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 74,126 shares 74,126 $1.8M 0.14% -3,406 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,559 shares 3,559 $1.79M 0.14% -53 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,615 shares 9,615 $1.78M 0.14% -9 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,049 shares 5,049 $1.72M 0.13% -285 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 10,879 shares 10,879 $1.69M 0.13% -84 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; 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; 2025Q3: 2,784 shares 2,784 $1.67M 0.13% +19 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 13,132 shares 13,132 $1.65M 0.13% +1,016 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; 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; 2025Q3: 5,725 shares 5,725 $1.62M 0.12% +246 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; 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; 2025Q3: 68,672 shares 68,672 $1.6M 0.12% -7,307 IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 59,735 shares 59,735 $1.45M 0.11% +3,593 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 61,999 shares 61,999 $1.42M 0.11% -3,508 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; 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; 2025Q3: 4,951 shares 4,951 $1.4M 0.11% -7 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,136 shares 3,136 $1.39M 0.11% -2,230 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; 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; 2025Q3: 6,433 shares 6,433 $1.39M 0.11% -16 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,641 shares 5,641 $1.36M 0.1% -1,188 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 899 shares; 2024Q2: 945 shares; 2024Q3: 958 shares; 2024Q4: 2,289 shares; 2025Q1: 2,243 shares; 2025Q2: 2,048 shares; 2025Q3: 1,969 shares 1,969 $1.34M 0.1% -79 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; 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; 2025Q3: 53,108 shares 53,108 $1.34M 0.1% -3,674 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; 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; 2025Q3: 8,662 shares 8,662 $1.33M 0.1% +633 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,555 shares; 2025Q1: 26,043 shares; 2025Q2: 38,222 shares; 2025Q3: 38,868 shares 38,868 $1.25M 0.1% +646 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 21,058 shares 21,058 $1.21M 0.09% -3,847 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; 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; 2025Q3: 1,927 shares 1,927 $1.18M 0.09% +48 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 50,890 shares 50,890 $1.15M 0.09% -3,555 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 31,992 shares 31,992 $1.14M 0.09% +678 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 718 shares; 2024Q2: 689 shares; 2024Q3: 714 shares; 2024Q4: 834 shares; 2025Q1: 790 shares; 2025Q2: 913 shares; 2025Q3: 935 shares 935 $1.12M 0.09% +22 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; 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; 2025Q3: 30,683 shares 30,683 $1.11M 0.09% -1,722 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,203 shares; 2025Q1: 36,269 shares; 2025Q2: 53,704 shares; 2025Q3: 32,664 shares 32,664 $1.11M 0.09% -21,040 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; 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; 2025Q3: 2,724 shares 2,724 $1.1M 0.08% -76 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,725 shares 4,725 $1.09M 0.08% -56 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 42,173 shares 42,173 $1.08M 0.08% +1,185 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,185 shares 2,185 $1.04M 0.08% -20 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 10,377 shares 10,377 $982K 0.08% +617 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 41,641 shares 41,641 $981K 0.08% -1,693 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,487 shares; 2025Q1: 21,196 shares; 2025Q2: 27,643 shares; 2025Q3: 26,800 shares 26,800 $956K 0.07% -843 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,694 shares; 2025Q1: 22,573 shares; 2025Q2: 29,664 shares; 2025Q3: 31,445 shares 31,445 $956K 0.07% +1,781 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; 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; 2025Q3: 2,759 shares 2,759 $953K 0.07% +258 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; 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; 2025Q3: 4,506 shares 4,506 $918K 0.07% -111 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; 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; 2025Q3: 10,567 shares 10,567 $887K 0.07% +865 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,930 shares 7,930 $847K 0.07% -3,686 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; 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; 2025Q3: 16,299 shares 16,299 $841K 0.06% -1,376 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; 2023Q4: restricted; 2024Q1: 791 shares; 2024Q2: 696 shares; 2024Q3: 717 shares; 2024Q4: 875 shares; 2025Q1: 1,058 shares; 2025Q2: 1,239 shares; 2025Q3: 1,100 shares 1,100 $840K 0.06% -139 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; 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; 2025Q3: 5,165 shares 5,165 $836K 0.06% +111 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,730 shares 2,730 $830K 0.06% -39 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,891 shares 2,891 $816K 0.06% -63 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,891 shares 4,891 $814K 0.06% -269 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 121,699 shares; 2025Q1: 2,859 shares; 2025Q2: 4,410 shares; 2025Q3: 4,421 shares 4,421 $806K 0.06% +11 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 18,170 shares 18,170 $789K 0.06% +1,449 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 839 shares; 2024Q2: 809 shares; 2024Q3: 818 shares; 2024Q4: 915 shares; 2025Q1: 1,056 shares; 2025Q2: 1,409 shares; 2025Q3: 1,372 shares 1,372 $781K 0.06% -37 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 34,861 shares 34,861 $780K 0.06% -5,645 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 829 shares; 2024Q3: 763 shares; 2024Q4: 806 shares; 2025Q1: 917 shares; 2025Q2: 984 shares; 2025Q3: 1,008 shares 1,008 $764K 0.06% +24 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; 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; 2025Q3: 5,332 shares 5,332 $756K 0.06% +469 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 513 shares; 2025Q1: 568 shares; 2025Q2: 606 shares; 2025Q3: 648 shares 648 $755K 0.06% +42 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; 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; 2025Q3: 10,090 shares 10,090 $741K 0.06% +6 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; 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; 2025Q3: 10,799 shares 10,799 $739K 0.06% +782 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; 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; 2025Q3: 3,242 shares 3,242 $738K 0.06% -68 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,070 shares 3,070 $728K 0.06% +508 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,188 shares 7,188 $724K 0.06% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,272 shares; 2025Q1: 6,835 shares; 2025Q2: 8,327 shares; 2025Q3: 8,605 shares 8,605 $721K 0.06% +278 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; 2023Q4: restricted; 2024Q1: 501 shares; 2024Q2: 382 shares; 2024Q3: 385 shares; 2024Q4: 450 shares; 2025Q1: 468 shares; 2025Q2: 773 shares; 2025Q3: 775 shares 775 $717K 0.06% +2 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,105 shares 5,105 $717K 0.06% +63 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; 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; 2025Q3: 22,540 shares 22,540 $702K 0.05% -793 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; 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; 2025Q3: 25,671 shares 25,671 $701K 0.05% +1,645 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,094 shares; 2024Q2: 1,092 shares; 2024Q3: 1,004 shares; 2024Q4: 920 shares; 2025Q1: 915 shares; 2025Q2: 907 shares; 2025Q3: 893 shares 893 $690K 0.05% -14 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; 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; 2025Q3: 24,346 shares 24,346 $688K 0.05% +455 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 30,275 shares 30,275 $681K 0.05% +6,928 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,973 shares; 2025Q2: 21,968 shares; 2025Q3: 21,417 shares 21,417 $676K 0.05% -551 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,385 shares 6,385 $639K 0.05% +548 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,811 shares 3,811 $638K 0.05% -402 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; 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; 2025Q3: 8,761 shares 8,761 $638K 0.05% -1,198 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; 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; 2025Q3: 1,868 shares 1,868 $637K 0.05% -15 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,333 shares 9,333 $630K 0.05% -3,097 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,519 shares 5,519 $616K 0.05% -7 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; 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; 2025Q3: 3,333 shares 3,333 $612K 0.05% -49 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; 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; 2025Q3: 3,764 shares 3,764 $611K 0.05% +119 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 12,676 shares 12,676 $609K 0.05% -3,624 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,114 shares 7,114 $586K 0.05% +598 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,319 shares; 2025Q1: 28,866 shares; 2025Q2: 28,240 shares; 2025Q3: 24,749 shares 24,749 $581K 0.04% -3,491 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 782 shares; 2025Q1: 1,163 shares; 2025Q2: 1,240 shares; 2025Q3: 1,268 shares 1,268 $580K 0.04% +28 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; 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; 2025Q3: 5,486 shares 5,486 $569K 0.04% +561 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; 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; 2025Q3: 1,729 shares 1,729 $559K 0.04% -87 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,829 shares 5,829 $555K 0.04% +269 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; 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; 2025Q3: 2,633 shares 2,633 $551K 0.04% -92 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 22,985 shares 22,985 $548K 0.04% +6,197 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; 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; 2025Q3: 12,377 shares 12,377 $544K 0.04% +724 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 611 shares; 2024Q2: 376 shares; 2024Q3: 377 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 625 shares; 2025Q3: 591 shares 591 $544K 0.04% -34 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; 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; 2025Q3: 8,175 shares 8,175 $542K 0.04% +179 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; 2023Q4: restricted; 2024Q1: 880 shares; 2024Q2: 897 shares; 2024Q3: 1,026 shares; 2024Q4: 1,142 shares; 2025Q1: 1,018 shares; 2025Q2: 1,039 shares; 2025Q3: 1,080 shares 1,080 $539K 0.04% +41 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; 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; 2025Q3: 7,465 shares 7,465 $533K 0.04% 0 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; 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; 2025Q3: 18,136 shares 18,136 $532K 0.04% +2,442 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; 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; 2025Q3: 7,654 shares 7,654 $517K 0.04% +161 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,688 shares 5,688 $508K 0.04% -2,236 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,157 shares; 2025Q2: 16,033 shares; 2025Q3: 18,193 shares 18,193 $497K 0.04% +2,160 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,069 shares; 2025Q3: 1,037 shares 1,037 $493K 0.04% -32 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,537 shares 7,537 $492K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,121 shares 5,121 $485K 0.04% -1,120 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,625 shares; 2025Q2: 6,625 shares; 2025Q3: 6,625 shares 6,625 $479K 0.04% 0 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; 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; 2025Q3: 1,544 shares 1,544 $478K 0.04% +130 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; 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; 2025Q3: 1,911 shares 1,911 $471K 0.04% +9 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,865 shares; 2025Q1: 24,633 shares; 2025Q2: 24,015 shares; 2025Q3: 21,393 shares 21,393 $470K 0.04% -2,622 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 19,879 shares 19,879 $465K 0.04% -500 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; 2023Q4: restricted; 2024Q1: 930 shares; 2024Q2: 930 shares; 2024Q3: 930 shares; 2024Q4: 1,111 shares; 2025Q1: 1,081 shares; 2025Q2: 931 shares; 2025Q3: 956 shares 956 $459K 0.04% +25 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,419 shares; 2024Q4: 2,560 shares; 2025Q1: 2,639 shares; 2025Q2: 2,999 shares; 2025Q3: 2,867 shares 2,867 $456K 0.04% -132 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 169 shares; 2024Q4: 303 shares; 2025Q1: 360 shares; 2025Q2: 621 shares; 2025Q3: 572 shares 572 $455K 0.04% -49 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; 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; 2025Q3: 14,746 shares 14,746 $447K 0.03% -11,789 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares 1,988 $446K 0.03% new 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; 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; 2025Q3: 4,417 shares 4,417 $443K 0.03% -44,660 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,553 shares 4,553 $434K 0.03% -35 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; 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; 2025Q3: 8,110 shares 8,110 $432K 0.03% +657 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; 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; 2025Q3: 6,443 shares 6,443 $432K 0.03% -660 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,341 shares; 2025Q2: 14,178 shares; 2025Q3: 14,047 shares 14,047 $429K 0.03% -131 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; 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; 2025Q3: 3,937 shares 3,937 $429K 0.03% -3 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,555 shares; 2025Q3: 4,587 shares 4,587 $426K 0.03% +32 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,545 shares; 2025Q2: 13,242 shares; 2025Q3: 13,326 shares 13,326 $425K 0.03% +84 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; 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; 2025Q3: 4,417 shares 4,417 $425K 0.03% -2,126 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; 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; 2025Q3: 14,862 shares 14,862 $421K 0.03% +1,083 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,530 shares 3,530 $404K 0.03% +250 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 897 shares; 2025Q2: 1,007 shares; 2025Q3: 953 shares 953 $403K 0.03% -54 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; 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; 2025Q3: 2,024 shares 2,024 $401K 0.03% +94 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,932 shares 2,932 $399K 0.03% -5 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; 2023Q4: restricted; 2024Q1: 819 shares; 2024Q2: 763 shares; 2024Q3: 815 shares; 2024Q4: 997 shares; 2025Q1: 981 shares; 2025Q2: 838 shares; 2025Q3: 824 shares 824 $398K 0.03% -14 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 15,451 shares 15,451 $394K 0.03% -416 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; 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; 2025Q3: 2,075 shares 2,075 $387K 0.03% -37 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,164 shares 12,164 $383K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,574 shares; 2025Q3: 2,550 shares 2,550 $379K 0.03% -24 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; 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; 2025Q3: 8,458 shares 8,458 $377K 0.03% +572 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; 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; 2025Q3: 12,000 shares 12,000 $375K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,707 shares 7,707 $372K 0.03% +400 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,096 shares; 2025Q1: 2,566 shares; 2025Q2: 2,704 shares; 2025Q3: 2,770 shares 2,770 $371K 0.03% +66 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,686 shares; 2025Q1: 5,320 shares; 2025Q2: 5,646 shares; 2025Q3: 5,594 shares 5,594 $370K 0.03% -52 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 961 shares; 2024Q4: 1,215 shares; 2025Q1: 1,343 shares; 2025Q2: 1,528 shares; 2025Q3: 1,959 shares 1,959 $367K 0.03% +431 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,066 shares; 2025Q3: 1,261 shares 1,261 $363K 0.03% +195 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; 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; 2025Q3: 2,476 shares 2,476 $358K 0.03% -64 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 939 shares; 2025Q1: 1,039 shares; 2025Q2: 1,095 shares; 2025Q3: 1,171 shares 1,171 $352K 0.03% +76 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,313 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,276 shares; 2025Q2: 5,560 shares; 2025Q3: 5,037 shares 5,037 $351K 0.03% -523 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; 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; 2025Q3: 1,682 shares 1,682 $344K 0.03% -240 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 884 shares; 2024Q3: 923 shares; 2024Q4: 1,042 shares; 2025Q1: 1,066 shares; 2025Q2: 1,126 shares; 2025Q3: 1,151 shares 1,151 $338K 0.03% +25 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,955 shares 6,955 $331K 0.03% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,289 shares; 2025Q3: 2,641 shares 2,641 $327K 0.03% +352 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; 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; 2025Q3: 1,247 shares 1,247 $325K 0.03% -67 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,356 shares 2,356 $316K 0.02% -132 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,653 shares; 2024Q4: 3,145 shares; 2025Q1: 3,102 shares; 2025Q2: 3,401 shares; 2025Q3: 3,089 shares 3,089 $314K 0.02% -312 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; 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; 2025Q3: 3,178 shares 3,178 $311K 0.02% -29 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 976 shares; 2025Q2: 1,043 shares; 2025Q3: 1,013 shares 1,013 $309K 0.02% -30 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,076 shares; 2024Q4: 2,420 shares; 2025Q1: 2,498 shares; 2025Q2: 2,634 shares; 2025Q3: 2,746 shares 2,746 $309K 0.02% +112 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,276 shares; 2024Q4: 2,693 shares; 2025Q1: 3,096 shares; 2025Q2: 3,343 shares; 2025Q3: 3,668 shares 3,668 $306K 0.02% +325 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; 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; 2025Q3: 13,159 shares 13,159 $306K 0.02% -3,986 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; 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; 2025Q3: 3,765 shares 3,765 $304K 0.02% -15 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,560 shares; 2024Q4: 1,813 shares; 2025Q1: 2,083 shares; 2025Q2: 2,247 shares; 2025Q3: 2,435 shares 2,435 $298K 0.02% +188 Timeline IBIC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 11,403 shares 11,403 $296K 0.02% +260 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,982 shares; 2025Q2: 3,136 shares; 2025Q3: 2,997 shares 2,997 $286K 0.02% -139 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; 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; 2025Q3: 11,213 shares 11,213 $286K 0.02% 0 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; 2023Q4: restricted; 2024Q1: 856 shares; 2024Q2: 897 shares; 2024Q3: 1,264 shares; 2024Q4: 779 shares; 2025Q1: 795 shares; 2025Q2: 719 shares; 2025Q3: 638 shares 638 $285K 0.02% -81 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,377 shares; 2025Q2: 1,408 shares; 2025Q3: 1,403 shares 1,403 $282K 0.02% -5 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,751 shares 9,751 $282K 0.02% -11,357 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,995 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,103 shares; 2025Q2: 3,254 shares; 2025Q3: 3,108 shares 3,108 $281K 0.02% -146 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; 2023Q4: restricted; 2024Q1: 399 shares; 2024Q2: 406 shares; 2024Q3: 423 shares; 2024Q4: 474 shares; 2025Q1: 491 shares; 2025Q2: 366 shares; 2025Q3: 287 shares 287 $278K 0.02% -79 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,092 shares; 2025Q1: 4,190 shares; 2025Q2: 4,327 shares; 2025Q3: 4,352 shares 4,352 $276K 0.02% +25 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 422 shares 422 $274K 0.02% +28 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; 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; 2025Q3: 8,713 shares 8,713 $274K 0.02% +505 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,190 shares 3,190 $268K 0.02% -910 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; 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; 2025Q3: 1,117 shares 1,117 $264K 0.02% -314 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,669 shares 1,669 $259K 0.02% -1,577 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; 2023Q4: restricted; 2024Q1: 866 shares; 2024Q2: not reported; 2024Q3: 989 shares; 2024Q4: 1,053 shares; 2025Q1: 1,056 shares; 2025Q2: 1,128 shares; 2025Q3: 1,013 shares 1,013 $255K 0.02% -115 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,995 shares; 2025Q1: 11,662 shares; 2025Q2: 11,587 shares; 2025Q3: 10,508 shares 10,508 $251K 0.02% -1,079 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,191 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 568 shares; 2025Q1: not reported; 2025Q2: 1,041 shares; 2025Q3: 1,031 shares 1,031 $249K 0.02% -10 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; 2023Q4: restricted; 2024Q1: 1,252 shares; 2024Q2: 896 shares; 2024Q3: 929 shares; 2024Q4: 1,041 shares; 2025Q1: 1,254 shares; 2025Q2: 799 shares; 2025Q3: 665 shares 665 $249K 0.02% -134 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: 756 shares; 2025Q2: 1,535 shares; 2025Q3: 1,485 shares 1,485 $249K 0.02% -50 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 704 shares 704 $248K 0.02% -163 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 1,135 shares 1,135 $245K 0.02% -24 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; 2023Q4: restricted; 2024Q1: 1,966 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,565 shares; 2025Q1: 2,506 shares; 2025Q2: 2,502 shares; 2025Q3: 2,122 shares 2,122 $243K 0.02% -380 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; 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; 2025Q3: 944 shares 944 $240K 0.02% -424 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,080 shares 3,080 $240K 0.02% new 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; 2023Q4: restricted; 2024Q1: 645 shares; 2024Q2: 645 shares; 2024Q3: 521 shares; 2024Q4: 619 shares; 2025Q1: 620 shares; 2025Q2: 523 shares; 2025Q3: 522 shares 522 $239K 0.02% -1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares 787 $237K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,368 shares; 2025Q2: 7,240 shares; 2025Q3: 7,066 shares 7,066 $234K 0.02% -174 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,241 shares; 2025Q3: 10,546 shares 10,546 $234K 0.02% +305 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,800 shares; 2025Q2: 5,977 shares; 2025Q3: 5,430 shares 5,430 $232K 0.02% -547 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,969 shares; 2024Q4: 7,463 shares; 2025Q1: 5,991 shares; 2025Q2: 3,904 shares; 2025Q3: 823 shares 823 $230K 0.02% -3,081 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 419 shares 419 $227K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,231 shares; 2025Q3: 4,442 shares 4,442 $224K 0.02% +211 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; 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; 2025Q3: 17,489 shares 17,489 $223K 0.02% +227 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,019 shares; 2024Q2: 1,010 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 683 shares 683 $219K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 839 shares; 2025Q1: 875 shares; 2025Q2: 890 shares; 2025Q3: 877 shares 877 $217K 0.02% -13 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares 1,475 $215K 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259 shares 259 $214K 0.02% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,601 shares; 2025Q2: 226,536 shares; 2025Q3: 8,182 shares 8,182 $212K 0.02% -218,354 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555 shares 555 $210K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,230 shares 1,230 $210K 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; 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; 2025Q3: 7,953 shares 7,953 $209K 0.02% -247 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; 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; 2025Q3: 8,968 shares 8,968 $209K 0.02% -214 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; 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; 2025Q3: 6,322 shares 6,322 $204K 0.02% -212 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares 1,450 $204K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,593 shares; 2025Q3: 2,176 shares 2,176 $203K 0.02% -417 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; 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; 2025Q3: 10,000 shares 10,000 $198K 0.02% -26 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 402 shares 402 $197K 0.02% -176 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,876 shares; 2025Q2: 11,244 shares; 2025Q3: 11,798 shares 11,798 $164K 0.01% +554 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,487 shares; 2025Q2: 11,100 shares; 2025Q3: 11,645 shares 11,645 $144K 0.01% +545 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,603 shares 1,603 $135K 0.01% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,593 shares; 2025Q1: 8,798 shares; 2025Q2: 8,628 shares; 2025Q3: 1,837 shares 1,837 $119K 0.01% -6,791 Timeline