VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,955 shares; 2025Q1: 49,217 shares; 2025Q2: 50,428 shares; 2025Q3: 51,004 shares; 2025Q4: 51,927 shares 51,927 $32.6M 8.02% +923 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,914 shares; 2025Q1: 284,173 shares; 2025Q2: 333,961 shares; 2025Q3: 383,637 shares; 2025Q4: 460,074 shares 460,074 $21M 5.17% +76,437 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,975 shares; 2025Q1: 62,740 shares; 2025Q2: 62,409 shares; 2025Q3: 65,446 shares; 2025Q4: 67,272 shares 67,272 $12.5M 3.09% +1,826 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,940 shares; 2025Q1: 13,940 shares; 2025Q2: 13,940 shares; 2025Q3: 349,554 shares; 2025Q4: 172,696 shares 172,696 $10.3M 2.53% -176,858 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,620 shares; 2025Q1: 18,394 shares; 2025Q2: 18,424 shares; 2025Q3: 19,025 shares; 2025Q4: 19,440 shares 19,440 $9.4M 2.32% +415 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,967 shares; 2025Q1: 13,187 shares; 2025Q2: 13,505 shares; 2025Q3: 13,428 shares; 2025Q4: 13,722 shares 13,722 $8.43M 2.08% +294 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,851 shares; 2025Q1: 21,851 shares; 2025Q2: 21,851 shares; 2025Q3: 317,587 shares; 2025Q4: 168,889 shares 168,889 $8.43M 2.08% -148,698 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,495 shares; 2025Q1: 65,320 shares; 2025Q2: 79,918 shares; 2025Q3: 91,476 shares; 2025Q4: 97,424 shares 97,424 $8.32M 2.05% +5,948 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,717 shares; 2025Q1: 23,717 shares; 2025Q2: 23,717 shares; 2025Q3: 310,665 shares; 2025Q4: 165,380 shares 165,380 $7.71M 1.9% -145,285 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,382 shares; 2025Q1: 25,606 shares; 2025Q2: 24,310 shares; 2025Q3: 25,938 shares; 2025Q4: 28,275 shares 28,275 $7.69M 1.89% +2,337 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,190 shares; 2025Q1: 24,936 shares; 2025Q2: 24,592 shares; 2025Q3: 24,798 shares; 2025Q4: 24,442 shares 24,442 $7.65M 1.89% -356 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,555 shares; 2025Q1: 125,659 shares; 2025Q2: 113,076 shares; 2025Q3: 111,551 shares; 2025Q4: 103,636 shares 103,636 $6.84M 1.69% -7,915 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,693 shares; 2025Q2: 51,568 shares; 2025Q3: 68,611 shares; 2025Q4: 111,440 shares 111,440 $6.78M 1.67% +42,829 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,818 shares; 2025Q1: 10,920 shares; 2025Q2: 12,944 shares; 2025Q3: 13,035 shares; 2025Q4: 13,424 shares 13,424 $6.75M 1.66% +389 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,512 shares; 2025Q1: 102,392 shares; 2025Q2: 98,229 shares; 2025Q3: 112,158 shares; 2025Q4: 132,350 shares 132,350 $6.68M 1.65% +20,192 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,930 shares; 2025Q1: 27,363 shares; 2025Q2: 26,563 shares; 2025Q3: 26,772 shares; 2025Q4: 27,973 shares 27,973 $6.46M 1.59% +1,201 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,364 shares; 2025Q1: 23,119 shares; 2025Q2: 23,188 shares; 2025Q3: 361,319 shares; 2025Q4: 162,156 shares 162,156 $6.42M 1.58% -199,163 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,070 shares 97,070 $6.36M 1.57% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,725 shares; 2025Q1: 7,991 shares; 2025Q2: 8,022 shares; 2025Q3: 8,124 shares; 2025Q4: 8,466 shares 8,466 $5.59M 1.38% +342 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,626 shares; 2025Q1: 11,864 shares; 2025Q2: 11,386 shares; 2025Q3: 11,170 shares; 2025Q4: 11,453 shares 11,453 $5.15M 1.27% +283 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,278 shares; 2025Q1: 14,519 shares; 2025Q2: 14,519 shares; 2025Q3: 54,532 shares; 2025Q4: 33,849 shares 33,849 $5.03M 1.24% -20,683 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,107 shares; 2025Q1: 19,674 shares; 2025Q2: 19,311 shares; 2025Q3: 18,586 shares; 2025Q4: 12,555 shares 12,555 $4.98M 1.23% -6,031 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,666 shares; 2025Q4: 66,946 shares 66,946 $4.97M 1.22% -63,720 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,117 shares; 2025Q1: 12,465 shares; 2025Q2: 11,586 shares; 2025Q3: 11,318 shares; 2025Q4: 10,927 shares 10,927 $3.83M 0.94% -391 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,607 shares; 2025Q1: 21,824 shares; 2025Q2: 22,084 shares; 2025Q3: 22,256 shares; 2025Q4: 21,417 shares 21,417 $3.81M 0.94% -839 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,564 shares; 2025Q4: 61,570 shares 61,570 $3.69M 0.91% -52,994 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,961 shares; 2025Q1: 3,513 shares; 2025Q2: 5,033 shares; 2025Q3: 5,625 shares; 2025Q4: 7,595 shares 7,595 $3.59M 0.89% +1,970 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,819 shares; 2025Q1: 9,890 shares; 2025Q2: 10,262 shares; 2025Q3: 10,089 shares; 2025Q4: 10,704 shares 10,704 $3.36M 0.83% +615 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,413 shares; 2025Q1: 6,105 shares; 2025Q2: 7,839 shares; 2025Q3: 9,086 shares; 2025Q4: 11,532 shares 11,532 $3.35M 0.82% +2,446 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,188 shares; 2025Q1: 8,298 shares; 2025Q2: 7,649 shares; 2025Q3: 8,451 shares; 2025Q4: 9,185 shares 9,185 $3.18M 0.78% +734 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,584 shares; 2025Q1: 19,650 shares; 2025Q2: 19,012 shares; 2025Q3: 17,393 shares; 2025Q4: 16,299 shares 16,299 $3.18M 0.78% -1,094 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,285 shares; 2025Q1: 11,457 shares; 2025Q2: 9,708 shares; 2025Q3: 9,690 shares; 2025Q4: 9,228 shares 9,228 $2.97M 0.73% -462 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,989 shares; 2025Q1: 30,666 shares; 2025Q2: 23,856 shares; 2025Q3: 22,250 shares; 2025Q4: 27,616 shares 27,616 $2.95M 0.73% +5,366 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,376 shares; 2025Q1: 3,293 shares; 2025Q2: 3,209 shares; 2025Q3: 3,168 shares; 2025Q4: 30,982 shares 30,982 $2.9M 0.72% +27,814 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,832 shares; 2025Q4: 30,575 shares 30,575 $2.87M 0.71% -29,257 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,893 shares; 2025Q1: 12,363 shares; 2025Q2: 11,971 shares; 2025Q3: 12,070 shares; 2025Q4: 12,392 shares 12,392 $2.69M 0.66% +322 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,622 shares; 2025Q4: 36,357 shares 36,357 $2.53M 0.62% -37,265 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,837 shares; 2025Q1: 3,899 shares; 2025Q2: 3,858 shares; 2025Q3: 3,801 shares; 2025Q4: 3,341 shares 3,341 $2.29M 0.56% -460 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,380 shares; 2025Q1: 14,004 shares; 2025Q2: 16,437 shares; 2025Q3: 18,186 shares; 2025Q4: 18,374 shares 18,374 $2.21M 0.54% +188 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,096 shares; 2025Q4: 20,793 shares 20,793 $2.12M 0.52% -17,303 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,783 shares; 2025Q1: 8,004 shares; 2025Q2: 7,822 shares; 2025Q3: 9,199 shares; 2025Q4: 10,209 shares 10,209 $2.11M 0.52% +1,010 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,022 shares; 2025Q4: 9,085 shares 9,085 $1.92M 0.47% -9,937 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,804 shares; 2025Q1: 15,601 shares; 2025Q2: 15,746 shares; 2025Q3: 15,933 shares; 2025Q4: 15,947 shares 15,947 $1.81M 0.45% +14 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,437 shares; 2025Q1: 14,437 shares; 2025Q2: 13,872 shares; 2025Q3: 12,698 shares; 2025Q4: 11,235 shares 11,235 $1.81M 0.45% -1,463 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,744 shares; 2025Q4: 19,407 shares 19,407 $1.6M 0.39% -19,337 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,367 shares; 2025Q1: 1,447 shares; 2025Q2: 1,462 shares; 2025Q3: 1,491 shares; 2025Q4: 1,488 shares 1,488 $1.6M 0.39% -3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,739 shares; 2025Q1: 26,796 shares; 2025Q2: 21,897 shares; 2025Q3: 22,622 shares; 2025Q4: 26,511 shares 26,511 $1.59M 0.39% +3,889 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,715 shares; 2025Q1: 5,928 shares; 2025Q2: 5,473 shares; 2025Q3: 5,312 shares; 2025Q4: 5,290 shares 5,290 $1.51M 0.37% -22 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,201 shares; 2025Q1: 4,571 shares; 2025Q2: 4,466 shares; 2025Q3: 4,431 shares; 2025Q4: 5,628 shares 5,628 $1.49M 0.37% +1,197 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147,044 shares; 2025Q4: 62,885 shares 62,885 $1.47M 0.36% -84,159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,872 shares; 2025Q4: 54,359 shares 54,359 $1.44M 0.35% -36,513 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,896 shares; 2025Q1: 2,988 shares; 2025Q2: 2,908 shares; 2025Q3: 3,081 shares; 2025Q4: 3,109 shares 3,109 $1.41M 0.35% +28 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,455 shares; 2025Q1: 19,036 shares; 2025Q2: 18,178 shares; 2025Q3: 17,851 shares; 2025Q4: 17,974 shares 17,974 $1.38M 0.34% +123 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,289 shares; 2025Q1: 8,407 shares; 2025Q2: 7,315 shares; 2025Q3: 8,920 shares; 2025Q4: 9,258 shares 9,258 $1.33M 0.33% +338 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,726 shares; 2025Q1: 3,679 shares; 2025Q2: 4,469 shares; 2025Q3: 5,581 shares; 2025Q4: 7,612 shares 7,612 $1.32M 0.33% +2,031 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,844 shares; 2025Q1: 4,409 shares; 2025Q2: 4,254 shares; 2025Q3: 4,262 shares; 2025Q4: 4,281 shares 4,281 $1.27M 0.31% +19 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,507 shares; 2025Q1: 2,105 shares; 2025Q2: 1,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,595 shares 2,595 $1.27M 0.31% +217 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,545 shares; 2025Q1: 19,303 shares; 2025Q2: 18,231 shares; 2025Q3: 17,168 shares; 2025Q4: 18,074 shares 18,074 $1.26M 0.31% +906 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,339 shares; 2025Q1: 3,381 shares; 2025Q2: 3,490 shares; 2025Q3: 3,587 shares; 2025Q4: 3,573 shares 3,573 $1.23M 0.3% -14 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,317 shares; 2025Q1: 2,629 shares; 2025Q2: 2,658 shares; 2025Q3: 2,672 shares; 2025Q4: 4,977 shares 4,977 $1.23M 0.3% +2,305 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,959 shares; 2025Q1: 4,929 shares; 2025Q2: 4,860 shares; 2025Q3: 4,896 shares; 2025Q4: 4,207 shares 4,207 $1.21M 0.3% -689 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 736 shares; 2025Q1: not reported; 2025Q2: 817 shares; 2025Q3: 2,729 shares; 2025Q4: 3,158 shares 3,158 $1.17M 0.29% +429 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,824 shares; 2025Q1: 4,911 shares; 2025Q2: 3,444 shares; 2025Q3: 4,727 shares; 2025Q4: 4,750 shares 4,750 $1.15M 0.28% +23 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,890 shares; 2025Q1: 4,771 shares; 2025Q2: 4,602 shares; 2025Q3: 4,828 shares; 2025Q4: 5,029 shares 5,029 $1.15M 0.28% +201 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,476 shares; 2025Q4: 34,705 shares 34,705 $1.13M 0.28% -83,771 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,192 shares; 2025Q3: 11,519 shares; 2025Q4: 12,269 shares 12,269 $1.12M 0.28% +750 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,094 shares 17,094 $1.12M 0.28% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,376 shares; 2025Q1: 5,499 shares; 2025Q2: 6,898 shares; 2025Q3: 5,882 shares; 2025Q4: 5,712 shares 5,712 $1.11M 0.27% -170 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,662 shares; 2025Q1: 9,251 shares; 2025Q2: 8,367 shares; 2025Q3: 7,084 shares; 2025Q4: 6,043 shares 6,043 $1.11M 0.27% -1,041 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,892 shares; 2025Q1: 7,204 shares; 2025Q2: 6,692 shares; 2025Q3: 6,337 shares; 2025Q4: 6,401 shares 6,401 $1.09M 0.27% +64 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,299 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,383 shares; 2025Q4: 33,204 shares 33,204 $1.09M 0.27% -31,179 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,852 shares; 2025Q1: 38,914 shares; 2025Q2: 39,071 shares; 2025Q3: 39,418 shares; 2025Q4: 39,381 shares 39,381 $1.08M 0.27% -37 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,205 shares; 2025Q1: 4,283 shares; 2025Q2: 3,411 shares; 2025Q3: 4,571 shares; 2025Q4: 4,634 shares 4,634 $1.07M 0.26% +63 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,225 shares; 2025Q1: 1,368 shares; 2025Q2: 1,393 shares; 2025Q3: 1,431 shares; 2025Q4: 4,152 shares 4,152 $1.07M 0.26% +2,721 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,538 shares; 2025Q4: 21,978 shares 21,978 $1.05M 0.26% -30,560 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,097 shares; 2025Q2: 13,568 shares; 2025Q3: 13,298 shares; 2025Q4: 13,237 shares 13,237 $1.05M 0.26% -61 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,138 shares; 2025Q1: 12,249 shares; 2025Q2: 12,700 shares; 2025Q3: 12,560 shares; 2025Q4: 12,392 shares 12,392 $1.04M 0.26% -168 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,611 shares; 2025Q1: 18,487 shares; 2025Q2: 17,763 shares; 2025Q3: 18,321 shares; 2025Q4: 18,689 shares 18,689 $1.03M 0.25% +368 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,858 shares; 2025Q2: 12,460 shares; 2025Q3: 15,455 shares; 2025Q4: 15,455 shares 15,455 $1.03M 0.25% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,220 shares; 2025Q1: 21,170 shares; 2025Q2: 20,434 shares; 2025Q3: 19,198 shares; 2025Q4: 20,127 shares 20,127 $1.02M 0.25% +929 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 514 shares; 2025Q1: 1,155 shares; 2025Q2: 1,280 shares; 2025Q3: 1,284 shares; 2025Q4: 1,307 shares 1,307 $1.01M 0.25% +23 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,757 shares; 2025Q1: 2,973 shares; 2025Q2: 3,574 shares; 2025Q3: 4,502 shares; 2025Q4: 6,262 shares 6,262 $1.01M 0.25% +1,760 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,626 shares; 2025Q4: 20,068 shares 20,068 $993K 0.24% -22,558 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,528 shares; 2025Q1: 12,549 shares; 2025Q2: 12,550 shares; 2025Q3: 12,471 shares; 2025Q4: 12,478 shares 12,478 $985K 0.24% +7 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,286 shares; 2025Q1: 6,991 shares; 2025Q2: 8,179 shares; 2025Q3: 9,971 shares; 2025Q4: 10,175 shares 10,175 $948K 0.23% +204 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,332 shares; 2025Q1: 13,206 shares; 2025Q2: 13,105 shares; 2025Q3: 12,665 shares; 2025Q4: 11,776 shares 11,776 $945K 0.23% -889 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,995 shares; 2025Q4: 14,016 shares 14,016 $942K 0.23% -8,979 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,521 shares; 2025Q1: 39,432 shares; 2025Q2: 39,432 shares; 2025Q3: 39,432 shares; 2025Q4: 39,432 shares 39,432 $933K 0.23% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,926 shares; 2025Q1: 30,964 shares; 2025Q2: 32,969 shares; 2025Q3: 32,195 shares; 2025Q4: 31,041 shares 31,041 $928K 0.23% -1,154 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,980 shares; 2025Q1: 17,345 shares; 2025Q2: 13,716 shares; 2025Q3: 15,334 shares; 2025Q4: 16,209 shares 16,209 $921K 0.23% +875 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,459 shares; 2025Q1: 2,818 shares; 2025Q2: 2,855 shares; 2025Q3: 2,925 shares; 2025Q4: 2,989 shares 2,989 $921K 0.23% +64 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,351 shares; 2025Q1: 1,528 shares; 2025Q2: 1,530 shares; 2025Q3: 1,600 shares; 2025Q4: 1,607 shares 1,607 $917K 0.23% +7 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,919 shares; 2025Q1: 4,734 shares; 2025Q2: 4,705 shares; 2025Q3: 4,945 shares; 2025Q4: 5,225 shares 5,225 $917K 0.23% +280 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,318 shares; 2025Q1: 3,646 shares; 2025Q2: 2,654 shares; 2025Q3: 5,702 shares; 2025Q4: 4,787 shares 4,787 $914K 0.23% -915 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,303 shares; 2025Q1: 4,607 shares; 2025Q2: 4,181 shares; 2025Q3: 3,959 shares; 2025Q4: 3,587 shares 3,587 $906K 0.22% -372 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,198 shares; 2025Q1: 29,517 shares; 2025Q2: 28,284 shares; 2025Q3: 28,445 shares; 2025Q4: 18,845 shares 18,845 $901K 0.22% -9,600 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,023 shares; 2025Q1: 23,442 shares; 2025Q2: 16,716 shares; 2025Q3: 18,617 shares; 2025Q4: 20,054 shares 20,054 $891K 0.22% +1,437 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,405 shares; 2025Q1: 17,059 shares; 2025Q2: 16,139 shares; 2025Q3: 28,895 shares; 2025Q4: 21,808 shares 21,808 $888K 0.22% -7,087 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,255 shares; 2025Q1: 1,340 shares; 2025Q2: 1,317 shares; 2025Q3: 1,314 shares; 2025Q4: 1,546 shares 1,546 $876K 0.22% +232 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,923 shares; 2025Q1: 1,905 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 2,515 shares 2,515 $843K 0.21% +329 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,355 shares 16,355 $842K 0.21% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,467 shares; 2025Q1: 14,109 shares; 2025Q2: 15,150 shares; 2025Q3: 14,561 shares; 2025Q4: 17,978 shares 17,978 $825K 0.2% +3,417 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,879 shares; 2025Q1: 4,641 shares; 2025Q2: 4,661 shares; 2025Q3: 5,169 shares; 2025Q4: 7,392 shares 7,392 $824K 0.2% +2,223 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 681 shares; 2025Q1: 710 shares; 2025Q2: 676 shares; 2025Q3: 739 shares; 2025Q4: 618 shares 618 $822K 0.2% -121 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,465 shares; 2025Q1: 9,426 shares; 2025Q2: 9,434 shares; 2025Q3: 9,699 shares; 2025Q4: 8,913 shares 8,913 $819K 0.2% -786 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,588 shares; 2025Q1: 5,770 shares; 2025Q2: 5,585 shares; 2025Q3: 5,642 shares; 2025Q4: 5,647 shares 5,647 $817K 0.2% +5 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,308 shares; 2025Q1: 2,772 shares; 2025Q2: 2,205 shares; 2025Q3: 2,161 shares; 2025Q4: 1,911 shares 1,911 $815K 0.2% -250 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,097 shares; 2025Q1: 4,161 shares; 2025Q2: 3,856 shares; 2025Q3: 3,094 shares; 2025Q4: 2,765 shares 2,765 $802K 0.2% -329 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,861 shares; 2025Q1: 1,732 shares; 2025Q2: 2,207 shares; 2025Q3: 2,986 shares; 2025Q4: 2,968 shares 2,968 $796K 0.2% -18 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,554 shares; 2025Q1: 1,623 shares; 2025Q2: 1,611 shares; 2025Q3: 1,262 shares; 2025Q4: 1,367 shares 1,367 $792K 0.2% +105 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,638 shares; 2025Q1: 1,305 shares; 2025Q2: 1,360 shares; 2025Q3: 2,697 shares; 2025Q4: 2,650 shares 2,650 $785K 0.19% -47 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,296 shares; 2025Q1: 4,678 shares; 2025Q2: 4,657 shares; 2025Q3: 4,745 shares; 2025Q4: 6,318 shares 6,318 $779K 0.19% +1,573 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,749 shares; 2025Q1: 4,197 shares; 2025Q2: 4,135 shares; 2025Q3: 3,848 shares; 2025Q4: 3,811 shares 3,811 $774K 0.19% -37 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,291 shares; 2025Q1: 5,317 shares; 2025Q2: 4,750 shares; 2025Q3: 5,153 shares; 2025Q4: 5,049 shares 5,049 $769K 0.19% -104 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,384 shares; 2025Q1: 67,595 shares; 2025Q2: 65,942 shares; 2025Q3: 72,712 shares; 2025Q4: 75,918 shares 75,918 $768K 0.19% +3,206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,193 shares 15,193 $754K 0.19% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: 740 shares; 2025Q2: 10,294 shares; 2025Q3: 9,676 shares; 2025Q4: 8,256 shares 8,256 $753K 0.19% -1,420 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,886 shares; 2025Q1: 5,582 shares; 2025Q2: 5,933 shares; 2025Q3: 5,893 shares; 2025Q4: 5,872 shares 5,872 $749K 0.18% -21 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,753 shares; 2025Q1: 14,541 shares; 2025Q2: 15,477 shares; 2025Q3: 13,772 shares; 2025Q4: 8,371 shares 8,371 $739K 0.18% -5,401 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,384 shares; 2025Q1: 3,430 shares; 2025Q2: 3,465 shares; 2025Q3: 3,362 shares; 2025Q4: 3,307 shares 3,307 $726K 0.18% -55 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,488 shares; 2025Q1: 6,488 shares; 2025Q2: 6,488 shares; 2025Q3: 6,489 shares; 2025Q4: 6,489 shares 6,489 $711K 0.18% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,403 shares; 2025Q1: 1,852 shares; 2025Q2: 1,662 shares; 2025Q3: 1,348 shares; 2025Q4: 1,230 shares 1,230 $702K 0.17% -118 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,808 shares; 2025Q1: 26,842 shares; 2025Q2: 26,874 shares; 2025Q3: 26,552 shares; 2025Q4: 26,587 shares 26,587 $697K 0.17% +35 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,189 shares; 2025Q1: 3,247 shares; 2025Q2: 3,524 shares; 2025Q3: 4,031 shares; 2025Q4: 3,833 shares 3,833 $695K 0.17% -198 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,541 shares; 2025Q1: 19,306 shares; 2025Q2: 19,306 shares; 2025Q3: 19,306 shares; 2025Q4: 19,306 shares 19,306 $693K 0.17% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,408 shares; 2025Q1: 1,503 shares; 2025Q2: 1,955 shares; 2025Q3: 2,229 shares; 2025Q4: 2,662 shares 2,662 $691K 0.17% +433 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,814 shares 12,814 $676K 0.17% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,468 shares; 2025Q2: 3,261 shares; 2025Q3: 3,179 shares; 2025Q4: 2,951 shares 2,951 $671K 0.17% -228 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,416 shares; 2025Q1: 12,799 shares; 2025Q2: 12,548 shares; 2025Q3: 14,544 shares; 2025Q4: 13,162 shares 13,162 $670K 0.17% -1,382 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,286 shares; 2025Q1: 23,074 shares; 2025Q2: 8,364 shares; 2025Q3: 5,581 shares; 2025Q4: 13,130 shares 13,130 $664K 0.16% +7,549 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,421 shares; 2025Q4: 14,058 shares 14,058 $658K 0.16% -10,363 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,527 shares; 2025Q4: 13,064 shares 13,064 $657K 0.16% -8,463 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: 790 shares; 2025Q2: 739 shares; 2025Q3: 928 shares; 2025Q4: 948 shares 948 $647K 0.16% +20 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,350 shares; 2025Q1: 3,410 shares; 2025Q2: 3,418 shares; 2025Q3: 4,075 shares; 2025Q4: 4,444 shares 4,444 $633K 0.16% +369 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,548 shares; 2025Q3: 2,420 shares; 2025Q4: 2,142 shares 2,142 $629K 0.15% -278 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,192 shares; 2025Q4: 19,113 shares 19,113 $629K 0.15% -19,079 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 859 shares; 2025Q1: 870 shares; 2025Q2: 904 shares; 2025Q3: 978 shares; 2025Q4: 1,002 shares 1,002 $624K 0.15% +24 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,294 shares; 2025Q1: 1,245 shares; 2025Q2: 1,383 shares; 2025Q3: 1,159 shares; 2025Q4: 1,076 shares 1,076 $616K 0.15% -83 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: 3,283 shares 3,283 $609K 0.15% +525 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 497 shares; 2025Q1: 501 shares; 2025Q2: 503 shares; 2025Q3: 1,036 shares; 2025Q4: 1,231 shares 1,231 $604K 0.15% +195 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,830 shares; 2025Q1: 4,055 shares; 2025Q2: 3,776 shares; 2025Q3: 3,356 shares; 2025Q4: 3,696 shares 3,696 $593K 0.15% +340 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,642 shares; 2025Q1: 4,279 shares; 2025Q2: 4,028 shares; 2025Q3: 3,958 shares; 2025Q4: 3,975 shares 3,975 $592K 0.15% +17 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,475 shares; 2025Q1: 9,621 shares; 2025Q2: 7,934 shares; 2025Q3: 7,077 shares; 2025Q4: 6,902 shares 6,902 $578K 0.14% -175 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,958 shares; 2025Q1: 6,733 shares; 2025Q2: 6,733 shares; 2025Q3: 6,564 shares; 2025Q4: 6,586 shares 6,586 $565K 0.14% +22 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,044 shares; 2025Q1: 998 shares; 2025Q2: 957 shares; 2025Q3: 980 shares; 2025Q4: 981 shares 981 $563K 0.14% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,784 shares; 2025Q1: 4,319 shares; 2025Q2: 4,166 shares; 2025Q3: 4,119 shares; 2025Q4: 4,081 shares 4,081 $563K 0.14% -38 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,482 shares; 2025Q1: 5,484 shares; 2025Q2: 5,484 shares; 2025Q3: 5,484 shares; 2025Q4: 5,484 shares 5,484 $557K 0.14% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,196 shares; 2025Q1: 5,359 shares; 2025Q2: 5,401 shares; 2025Q3: 5,401 shares; 2025Q4: 5,766 shares 5,766 $554K 0.14% +365 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 576 shares; 2025Q2: 803 shares; 2025Q3: 864 shares; 2025Q4: 811 shares 811 $549K 0.14% -53 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,263 shares; 2025Q1: 7,036 shares; 2025Q2: 6,263 shares; 2025Q3: 6,574 shares; 2025Q4: 7,093 shares 7,093 $546K 0.13% +519 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,888 shares; 2025Q1: 6,055 shares; 2025Q2: 6,670 shares; 2025Q3: 6,620 shares; 2025Q4: 6,804 shares 6,804 $513K 0.13% +184 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,820 shares; 2025Q1: 2,051 shares; 2025Q2: 2,037 shares; 2025Q3: 1,849 shares; 2025Q4: 2,107 shares 2,107 $508K 0.13% +258 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,777 shares; 2025Q1: 8,242 shares; 2025Q2: 7,789 shares; 2025Q3: 7,730 shares; 2025Q4: 7,476 shares 7,476 $503K 0.12% -254 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,369 shares; 2025Q1: 14,168 shares; 2025Q2: 12,143 shares; 2025Q3: 12,154 shares; 2025Q4: 4,776 shares 4,776 $503K 0.12% -7,378 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,348 shares; 2025Q1: 5,037 shares; 2025Q2: 4,729 shares; 2025Q3: 4,408 shares; 2025Q4: 4,306 shares 4,306 $503K 0.12% -102 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 267 shares; 2025Q2: 256 shares; 2025Q3: 257 shares; 2025Q4: 233 shares 233 $501K 0.12% -24 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,258 shares; 2025Q1: 3,445 shares; 2025Q2: 3,360 shares; 2025Q3: 3,288 shares; 2025Q4: 3,310 shares 3,310 $501K 0.12% +22 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,495 shares; 2025Q2: 10,039 shares; 2025Q3: 10,142 shares; 2025Q4: 10,968 shares 10,968 $498K 0.12% +826 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 635 shares; 2025Q1: 672 shares; 2025Q2: 1,037 shares; 2025Q3: 1,061 shares; 2025Q4: 1,066 shares 1,066 $496K 0.12% +5 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,903 shares; 2025Q1: 6,391 shares; 2025Q2: 6,066 shares; 2025Q3: 6,046 shares; 2025Q4: 6,045 shares 6,045 $496K 0.12% -1 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,763 shares; 2025Q1: 2,789 shares; 2025Q2: 2,818 shares; 2025Q3: 2,880 shares; 2025Q4: 3,013 shares 3,013 $487K 0.12% +133 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,280 shares; 2025Q1: 1,467 shares; 2025Q2: 1,303 shares; 2025Q3: 1,655 shares; 2025Q4: 1,755 shares 1,755 $483K 0.12% +100 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 841 shares; 2025Q1: 862 shares; 2025Q2: 909 shares; 2025Q3: 1,447 shares; 2025Q4: 1,472 shares 1,472 $482K 0.12% +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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,540 shares; 2025Q1: 2,518 shares; 2025Q2: 2,527 shares; 2025Q3: 2,534 shares; 2025Q4: 2,710 shares 2,710 $481K 0.12% +176 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,462 shares; 2025Q3: 5,120 shares; 2025Q4: 6,663 shares 6,663 $476K 0.12% +1,543 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,390 shares; 2025Q4: 12,464 shares 12,464 $475K 0.12% -7,926 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,142 shares; 2025Q1: 2,208 shares; 2025Q2: 2,217 shares; 2025Q3: 2,966 shares; 2025Q4: 3,294 shares 3,294 $473K 0.12% +328 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,611 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,591 shares; 2025Q4: 1,785 shares 1,785 $461K 0.11% +194 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,517 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,441 shares; 2025Q4: 2,120 shares 2,120 $450K 0.11% +679 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,032 shares; 2025Q1: 9,815 shares; 2025Q2: 8,686 shares; 2025Q3: 8,711 shares; 2025Q4: 9,579 shares 9,579 $448K 0.11% +868 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,311 shares; 2025Q1: 9,281 shares; 2025Q2: 7,409 shares; 2025Q3: 10,997 shares; 2025Q4: 10,435 shares 10,435 $447K 0.11% -562 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,650 shares; 2025Q1: 13,666 shares; 2025Q2: 13,679 shares; 2025Q3: 13,691 shares; 2025Q4: 13,705 shares 13,705 $447K 0.11% +14 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601 shares; 2025Q3: 609 shares; 2025Q4: 683 shares 683 $446K 0.11% +74 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,072 shares; 2025Q1: 1,329 shares; 2025Q2: 1,300 shares; 2025Q3: 1,321 shares; 2025Q4: 1,453 shares 1,453 $444K 0.11% +132 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 387 shares; 2025Q2: 389 shares; 2025Q3: 403 shares; 2025Q4: 403 shares 403 $431K 0.11% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,306 shares; 2025Q1: 1,331 shares; 2025Q2: 1,171 shares; 2025Q3: 1,245 shares; 2025Q4: 1,406 shares 1,406 $427K 0.11% +161 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,888 shares; 2025Q1: 2,166 shares; 2025Q2: 2,226 shares; 2025Q3: 2,606 shares; 2025Q4: 2,626 shares 2,626 $427K 0.11% +20 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260 shares; 2025Q1: 264 shares; 2025Q2: 258 shares; 2025Q3: 261 shares; 2025Q4: 249 shares 249 $421K 0.1% -12 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,648 shares; 2025Q4: 4,004 shares 4,004 $411K 0.1% -3,644 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,845 shares; 2025Q1: 37,234 shares; 2025Q2: 28,904 shares; 2025Q3: 18,613 shares; 2025Q4: 17,587 shares 17,587 $405K 0.1% -1,026 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,559 shares; 2025Q1: 1,860 shares; 2025Q2: 2,027 shares; 2025Q3: 1,955 shares; 2025Q4: 1,911 shares 1,911 $399K 0.1% -44 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,667 shares; 2025Q1: 8,756 shares; 2025Q2: 4,258 shares; 2025Q3: 4,728 shares; 2025Q4: 4,905 shares 4,905 $399K 0.1% +177 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,637 shares; 2025Q1: 3,207 shares; 2025Q2: 3,031 shares; 2025Q3: 2,977 shares; 2025Q4: 2,991 shares 2,991 $392K 0.1% +14 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,510 shares; 2025Q1: 1,556 shares; 2025Q2: 1,510 shares; 2025Q3: 1,578 shares; 2025Q4: 1,757 shares 1,757 $392K 0.1% +179 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: 2,469 shares 2,469 $387K 0.1% +213 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,039 shares; 2025Q1: 4,236 shares; 2025Q2: 4,238 shares; 2025Q3: 4,292 shares; 2025Q4: 4,295 shares 4,295 $384K 0.09% +3 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,204 shares; 2025Q1: 3,237 shares; 2025Q2: 3,073 shares; 2025Q3: 2,996 shares; 2025Q4: 2,970 shares 2,970 $383K 0.09% -26 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 872 shares; 2025Q1: 907 shares; 2025Q2: 874 shares; 2025Q3: 870 shares; 2025Q4: 857 shares 857 $382K 0.09% -13 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,465 shares; 2025Q1: 1,373 shares; 2025Q2: 1,724 shares; 2025Q3: 2,284 shares; 2025Q4: 1,861 shares 1,861 $381K 0.09% -423 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,707 shares 4,707 $378K 0.09% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 360 shares; 2025Q2: 404 shares; 2025Q3: 446 shares; 2025Q4: 437 shares 437 $377K 0.09% -9 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,765 shares; 2025Q1: 2,780 shares; 2025Q2: 2,976 shares; 2025Q3: 2,885 shares; 2025Q4: 2,874 shares 2,874 $375K 0.09% -11 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 339 shares 339 $363K 0.09% +95 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,968 shares; 2025Q1: 24,732 shares; 2025Q2: 25,047 shares; 2025Q3: 25,958 shares; 2025Q4: 24,913 shares 24,913 $357K 0.09% -1,045 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,560 shares; 2025Q1: 4,259 shares; 2025Q2: 4,182 shares; 2025Q3: 4,252 shares; 2025Q4: 4,173 shares 4,173 $357K 0.09% -79 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,679 shares; 2025Q1: 1,717 shares; 2025Q2: 1,600 shares; 2025Q3: 1,663 shares; 2025Q4: 1,738 shares 1,738 $357K 0.09% +75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,560 shares; 2025Q1: 8,000 shares; 2025Q2: 5,777 shares; 2025Q3: 6,848 shares; 2025Q4: 7,526 shares 7,526 $353K 0.09% +678 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,452 shares; 2025Q1: 2,383 shares; 2025Q2: 2,354 shares; 2025Q3: 2,354 shares; 2025Q4: 2,354 shares 2,354 $351K 0.09% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,093 shares; 2025Q1: 7,086 shares; 2025Q2: not reported; 2025Q3: 9,388 shares; 2025Q4: 8,475 shares 8,475 $350K 0.09% -913 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,573 shares; 2025Q1: 2,300 shares; 2025Q2: 2,408 shares; 2025Q3: 2,514 shares; 2025Q4: 2,852 shares 2,852 $350K 0.09% +338 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,692 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,225 shares; 2025Q4: 3,224 shares 3,224 $350K 0.09% -1 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,211 shares; 2025Q1: 1,276 shares; 2025Q2: 1,251 shares; 2025Q3: 1,052 shares; 2025Q4: 1,053 shares 1,053 $348K 0.09% +1 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,277 shares; 2025Q1: 1,213 shares; 2025Q2: 1,173 shares; 2025Q3: 1,154 shares; 2025Q4: 1,172 shares 1,172 $340K 0.08% +18 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,172 shares; 2025Q1: 5,677 shares; 2025Q2: 5,185 shares; 2025Q3: 5,230 shares; 2025Q4: 5,293 shares 5,293 $337K 0.08% +63 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,747 shares; 2025Q1: 6,735 shares; 2025Q2: 7,302 shares; 2025Q3: 4,529 shares; 2025Q4: 3,822 shares 3,822 $335K 0.08% -707 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,639 shares; 2025Q4: 1,713 shares 1,713 $334K 0.08% +74 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 915 shares; 2025Q4: 918 shares 918 $328K 0.08% +3 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,581 shares; 2025Q1: 9,238 shares; 2025Q2: 8,853 shares; 2025Q3: 7,386 shares; 2025Q4: 7,352 shares 7,352 $328K 0.08% -34 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,479 shares; 2025Q2: 5,434 shares; 2025Q3: 5,434 shares; 2025Q4: 5,434 shares 5,434 $326K 0.08% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,694 shares; 2025Q1: 1,311 shares; 2025Q2: 1,377 shares; 2025Q3: 1,401 shares; 2025Q4: 1,341 shares 1,341 $326K 0.08% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,451 shares; 2025Q4: 9,802 shares 9,802 $324K 0.08% -5,649 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,045 shares; 2025Q1: 6,956 shares; 2025Q2: 5,894 shares; 2025Q3: 6,528 shares; 2025Q4: 5,815 shares 5,815 $314K 0.08% -713 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 476 shares; 2025Q4: 473 shares 473 $313K 0.08% -3 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,252 shares; 2025Q1: 2,200 shares; 2025Q2: 2,108 shares; 2025Q3: 1,803 shares; 2025Q4: 1,457 shares 1,457 $313K 0.08% -346 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773 shares; 2025Q1: 804 shares; 2025Q2: 739 shares; 2025Q3: 742 shares; 2025Q4: 744 shares 744 $310K 0.08% +2 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,921 shares; 2025Q1: 2,740 shares; 2025Q2: 2,753 shares; 2025Q3: 3,119 shares; 2025Q4: 3,221 shares 3,221 $309K 0.08% +102 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,908 shares; 2025Q4: 3,454 shares 3,454 $306K 0.08% -3,454 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,020 shares; 2025Q1: 3,688 shares; 2025Q2: 5,491 shares; 2025Q3: 3,442 shares; 2025Q4: 2,436 shares 2,436 $305K 0.08% -1,006 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,084 shares; 2025Q1: 12,363 shares; 2025Q2: 12,676 shares; 2025Q3: 13,088 shares; 2025Q4: 13,463 shares 13,463 $301K 0.07% +375 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,753 shares; 2025Q1: 10,756 shares; 2025Q2: 10,989 shares; 2025Q3: 11,246 shares; 2025Q4: 11,655 shares 11,655 $298K 0.07% +409 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,318 shares; 2025Q4: 2,161 shares 2,161 $298K 0.07% -157 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,936 shares; 2025Q1: 5,300 shares; 2025Q2: 5,156 shares; 2025Q3: 5,079 shares; 2025Q4: 5,097 shares 5,097 $298K 0.07% +18 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 1,698 shares; 2025Q4: 1,471 shares 1,471 $292K 0.07% -227 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 496 shares; 2025Q1: 502 shares; 2025Q2: 536 shares; 2025Q3: 549 shares; 2025Q4: 572 shares 572 $292K 0.07% +23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,266 shares; 2025Q1: 7,632 shares; 2025Q2: not reported; 2025Q3: 9,708 shares; 2025Q4: 11,035 shares 11,035 $292K 0.07% +1,327 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,899 shares; 2025Q1: 21,470 shares; 2025Q2: 14,670 shares; 2025Q3: 13,829 shares; 2025Q4: 12,997 shares 12,997 $291K 0.07% -832 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,746 shares; 2025Q4: 6,650 shares 6,650 $290K 0.07% -96 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 271 shares; 2025Q1: 269 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 281 shares 281 $284K 0.07% +4 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,929 shares; 2025Q4: 11,378 shares 11,378 $283K 0.07% +1,449 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 675 shares; 2025Q1: 958 shares; 2025Q2: 955 shares; 2025Q3: 992 shares; 2025Q4: 716 shares 716 $279K 0.07% -276 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,614 shares 1,614 $276K 0.07% +91 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 527 shares; 2025Q4: 539 shares 539 $275K 0.07% +12 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,073 shares; 2025Q1: 1,013 shares; 2025Q2: 1,082 shares; 2025Q3: 863 shares; 2025Q4: 786 shares 786 $275K 0.07% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: 802 shares; 2025Q2: 794 shares; 2025Q3: 1,033 shares; 2025Q4: 1,058 shares 1,058 $274K 0.07% +25 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,850 shares; 2025Q4: 1,909 shares 1,909 $260K 0.06% +59 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,956 shares; 2025Q1: 8,027 shares; 2025Q2: 6,302 shares; 2025Q3: 6,193 shares; 2025Q4: 7,164 shares 7,164 $260K 0.06% +971 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,337 shares; 2025Q1: 17,845 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,118 shares 16,118 $259K 0.06% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,199 shares 1,199 $257K 0.06% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,127 shares; 2025Q1: 7,211 shares; 2025Q2: 7,162 shares; 2025Q3: 6,729 shares; 2025Q4: 6,550 shares 6,550 $256K 0.06% -179 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,218 shares 2,218 $253K 0.06% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,787 shares; 2025Q1: 2,847 shares; 2025Q2: 2,555 shares; 2025Q3: 2,541 shares; 2025Q4: 2,550 shares 2,550 $251K 0.06% +9 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,208 shares; 2025Q1: 6,393 shares; 2025Q2: 3,198 shares; 2025Q3: 3,330 shares; 2025Q4: 3,134 shares 3,134 $250K 0.06% -196 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,255 shares 1,255 $249K 0.06% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 889 shares; 2025Q4: 919 shares 919 $249K 0.06% +30 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,778 shares; 2025Q4: 5,389 shares 5,389 $247K 0.06% -5,389 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,738 shares; 2025Q1: 5,053 shares; 2025Q2: 4,985 shares; 2025Q3: 2,964 shares; 2025Q4: 2,806 shares 2,806 $242K 0.06% -158 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 912 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,056 shares 1,056 $242K 0.06% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,882 shares 1,882 $240K 0.06% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 403 shares; 2025Q1: 334 shares; 2025Q2: 362 shares; 2025Q3: 290 shares; 2025Q4: 1,544 shares 1,544 $237K 0.06% +1,254 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,760 shares; 2025Q4: 9,760 shares 9,760 $236K 0.06% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,058 shares; 2025Q1: 2,097 shares; 2025Q2: 2,051 shares; 2025Q3: 2,092 shares; 2025Q4: 2,127 shares 2,127 $235K 0.06% +35 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,773 shares; 2025Q4: 2,774 shares 2,774 $234K 0.06% +1 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,134 shares; 2025Q2: 4,315 shares; 2025Q3: 6,028 shares; 2025Q4: 5,674 shares 5,674 $233K 0.06% -354 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,859 shares; 2025Q2: 5,911 shares; 2025Q3: 6,089 shares; 2025Q4: 5,794 shares 5,794 $233K 0.06% -295 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 1,449 shares 1,449 $232K 0.06% +9 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,505 shares 1,505 $231K 0.06% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,545 shares; 2025Q4: 2,389 shares 2,389 $228K 0.06% -156 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,813 shares; 2025Q1: 9,261 shares; 2025Q2: 7,196 shares; 2025Q3: 6,058 shares; 2025Q4: 4,245 shares 4,245 $228K 0.06% -1,813 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,780 shares; 2025Q3: 12,817 shares; 2025Q4: 12,862 shares 12,862 $225K 0.06% +45 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,720 shares 1,720 $222K 0.05% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,746 shares 2,746 $222K 0.05% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,783 shares 5,783 $222K 0.05% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares 2,330 $222K 0.05% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,509 shares; 2025Q1: 3,836 shares; 2025Q2: 3,729 shares; 2025Q3: 2,302 shares; 2025Q4: 2,303 shares 2,303 $221K 0.05% +1 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,303 shares 1,303 $221K 0.05% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,442 shares; 2025Q2: 11,833 shares; 2025Q3: 11,983 shares; 2025Q4: 13,914 shares 13,914 $221K 0.05% +1,931 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248 shares 248 $218K 0.05% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248 shares 248 $218K 0.05% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,966 shares; 2025Q4: 9,022 shares 9,022 $217K 0.05% +56 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 634 shares 634 $214K 0.05% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares 261 $214K 0.05% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,454 shares; 2025Q1: 2,263 shares; 2025Q2: 1,260 shares; 2025Q3: 1,210 shares; 2025Q4: 823 shares 823 $212K 0.05% -387 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 459 shares; 2025Q4: 450 shares 450 $211K 0.05% -9 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 676 shares 676 $211K 0.05% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,322 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,254 shares 2,254 $211K 0.05% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,841 shares; 2025Q4: 17,913 shares 17,913 $210K 0.05% +72 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,003 shares; 2025Q2: 4,047 shares; 2025Q3: 4,091 shares; 2025Q4: 4,144 shares 4,144 $210K 0.05% +53 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,659 shares 2,659 $209K 0.05% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,711 shares 1,711 $208K 0.05% +1 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,075 shares; 2025Q1: 1,107 shares; 2025Q2: 965 shares; 2025Q3: 961 shares; 2025Q4: 969 shares 969 $205K 0.05% +8 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,130 shares 7,130 $200K 0.05% new Timeline DH DEFINITIVE HEALTHCARE CORP More: the full row for DEFINITIVE HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,400 shares; 2025Q1: 60,080 shares; 2025Q2: 60,080 shares; 2025Q3: 60,080 shares; 2025Q4: 60,080 shares 60,080 $172K 0.04% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,386 shares; 2025Q1: 14,252 shares; 2025Q2: 14,121 shares; 2025Q3: 17,900 shares; 2025Q4: 18,111 shares 18,111 $144K 0.04% +211 Timeline OSS ONE STOP SYS INC More: the full row for ONE STOP SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $144K 0.04% 0 Timeline