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: 1,733,164 shares; 2024Q4: 1,696,331 shares; 2025Q1: 1,308,685 shares; 2025Q2: 1,305,513 shares; 2025Q3: 1,514,480 shares; 2025Q4: 1,590,672 shares 1,590,672 $776M 29.44% +76,192 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,667,538 shares; 2024Q4: 5,686,390 shares; 2025Q1: 5,609,283 shares; 2025Q2: 5,619,451 shares; 2025Q3: 5,548,233 shares; 2025Q4: 5,246,097 shares 5,246,097 $321M 12.16% -302,136 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580,986 shares; 2024Q4: 4,566,220 shares; 2025Q1: 4,414,763 shares; 2025Q2: 4,330,816 shares; 2025Q3: 4,341,532 shares; 2025Q4: 2,974,100 shares 2,974,100 $297M 11.27% -1,367,432 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: 219,871 shares; 2024Q4: 219,070 shares; 2025Q1: 210,208 shares; 2025Q2: 2,036,770 shares; 2025Q3: 2,004,327 shares; 2025Q4: 2,203,687 shares 2,203,687 $197M 7.48% +199,360 Timeline AQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,606,770 shares; 2025Q1: 6,878,305 shares; 2025Q2: 6,615,272 shares; 2025Q3: 6,579,996 shares; 2025Q4: 6,587,477 shares 6,587,477 $185M 7.02% +7,481 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: 42,742 shares; 2024Q4: 43,795 shares; 2025Q1: 43,270 shares; 2025Q2: 48,465 shares; 2025Q3: 2,155,404 shares; 2025Q4: 2,208,783 shares 2,208,783 $148M 5.63% +53,379 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029,744 shares; 2024Q4: 672,320 shares; 2025Q1: 897,841 shares; 2025Q2: 1,009,163 shares; 2025Q3: 859,516 shares; 2025Q4: 1,006,925 shares 1,006,925 $101M 3.83% +147,409 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: 116,537 shares; 2024Q4: 118,732 shares; 2025Q1: 122,592 shares; 2025Q2: 122,339 shares; 2025Q3: 123,805 shares; 2025Q4: 122,312 shares 122,312 $83.8M 3.18% -1,493 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885,803 shares; 2024Q4: 879,575 shares; 2025Q1: 861,326 shares; 2025Q2: 829,150 shares; 2025Q3: 796,746 shares; 2025Q4: 708,272 shares 708,272 $75.9M 2.88% -88,474 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: 130,169 shares; 2024Q4: 131,422 shares; 2025Q1: 149,220 shares; 2025Q2: 143,932 shares; 2025Q3: 138,741 shares; 2025Q4: 135,570 shares 135,570 $45.5M 1.72% -3,171 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,020,000 shares; 2025Q1: 16,100,000 shares; 2025Q2: 17,242,857 shares; 2025Q3: 17,242,857 shares; 2025Q4: 17,242,857 shares 17,242,857 $29.5M 1.12% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,331 shares; 2024Q4: 431,614 shares; 2025Q1: 414,759 shares; 2025Q2: 421,090 shares; 2025Q3: 419,114 shares; 2025Q4: 411,536 shares 411,536 $25.7M 0.98% -7,578 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,522 shares; 2024Q4: 27,049 shares; 2025Q1: 26,871 shares; 2025Q2: 37,269 shares; 2025Q3: 37,876 shares; 2025Q4: 36,358 shares 36,358 $22.8M 0.86% -1,518 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: 108,534 shares; 2024Q4: 59,750 shares; 2025Q1: 67,195 shares; 2025Q2: 38,733 shares; 2025Q3: 50,843 shares; 2025Q4: 69,165 shares 69,165 $18.8M 0.71% +18,322 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,692 shares; 2024Q4: 48,839 shares; 2025Q1: 48,965 shares; 2025Q2: 49,094 shares; 2025Q3: 49,216 shares; 2025Q4: 46,785 shares 46,785 $18.1M 0.69% -2,431 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 225,795 shares; 2025Q3: 209,112 shares; 2025Q4: 189,189 shares 189,189 $17.5M 0.66% -19,923 Timeline SPTM 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: 156,102 shares; 2024Q4: 156,122 shares; 2025Q1: 154,654 shares; 2025Q2: 150,742 shares; 2025Q3: 148,492 shares; 2025Q4: 141,143 shares 141,143 $11.6M 0.44% -7,349 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: 735,862 shares; 2024Q4: 75,064 shares; 2025Q1: 74,393 shares; 2025Q2: 70,252 shares; 2025Q3: 66,487 shares; 2025Q4: 58,303 shares 58,303 $11.6M 0.44% -8,184 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229,413 shares; 2024Q4: 1,205,967 shares; 2025Q1: 1,168,454 shares; 2025Q2: 604,047 shares; 2025Q3: 123,658 shares; 2025Q4: 35,967 shares 35,967 $11.3M 0.43% -87,691 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 36,220 shares; 2025Q1: 2,747 shares; 2025Q2: 100,918 shares; 2025Q3: 142,282 shares; 2025Q4: 210,261 shares 210,261 $9.61M 0.36% +67,979 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,539 shares; 2024Q4: 112,037 shares; 2025Q1: 112,027 shares; 2025Q2: 112,027 shares; 2025Q3: 112,027 shares; 2025Q4: 112,028 shares 112,028 $8.24M 0.31% +1 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: 1,780 shares; 2024Q4: 1,697 shares; 2025Q1: 2,645 shares; 2025Q2: 2,170 shares; 2025Q3: 11,227 shares; 2025Q4: 11,384 shares 11,384 $7.76M 0.29% +157 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: 27,000 shares; 2024Q4: 72,777 shares; 2025Q1: 78,772 shares; 2025Q2: 79,197 shares; 2025Q3: 197,914 shares; 2025Q4: 276,815 shares 276,815 $6.71M 0.25% +78,901 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,248 shares; 2025Q4: 89,248 shares 89,248 $6.66M 0.25% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,246 shares; 2024Q4: 65,246 shares; 2025Q1: 159,946 shares; 2025Q2: 185,607 shares; 2025Q3: 185,531 shares; 2025Q4: 184,812 shares 184,812 $6.4M 0.24% -719 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: 51,550 shares; 2024Q4: 24,462 shares; 2025Q1: 23,720 shares; 2025Q2: 33,947 shares; 2025Q3: 31,095 shares; 2025Q4: 33,540 shares 33,540 $6.26M 0.24% +2,445 Timeline SPGM 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: 50,526 shares; 2024Q4: 50,644 shares; 2025Q1: 47,779 shares; 2025Q2: 88,466 shares; 2025Q3: 83,756 shares; 2025Q4: 75,007 shares 75,007 $5.75M 0.22% -8,749 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,619 shares; 2024Q4: 57,619 shares; 2025Q1: 131,411 shares; 2025Q2: 131,411 shares; 2025Q3: 131,411 shares; 2025Q4: 131,411 shares 131,411 $5.73M 0.22% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397,312 shares; 2024Q4: 144,872 shares; 2025Q1: 157,133 shares; 2025Q2: 155,666 shares; 2025Q3: 147,604 shares; 2025Q4: 122,957 shares 122,957 $5.59M 0.21% -24,647 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: 9,077 shares; 2024Q4: 3,806 shares; 2025Q1: 6,384 shares; 2025Q2: 6,191 shares; 2025Q3: 9,340 shares; 2025Q4: 11,097 shares 11,097 $5.37M 0.2% +1,757 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,263 shares; 2024Q4: 46,776 shares; 2025Q1: 33,069 shares; 2025Q2: 34,672 shares; 2025Q3: 34,675 shares; 2025Q4: 37,597 shares 37,597 $5.31M 0.2% +2,922 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: 1,329 shares; 2024Q4: 1,267 shares; 2025Q1: 1,267 shares; 2025Q2: 1,616 shares; 2025Q3: 4,042 shares; 2025Q4: 4,299 shares 4,299 $4.62M 0.18% +257 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: 1,410 shares; 2024Q4: 1,364 shares; 2025Q1: 17,079 shares; 2025Q2: 17,079 shares; 2025Q3: 17,079 shares; 2025Q4: 17,079 shares 17,079 $4.41M 0.17% 0 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: 28,971 shares; 2024Q4: 8,296 shares; 2025Q1: 8,275 shares; 2025Q2: 11,387 shares; 2025Q3: 12,460 shares; 2025Q4: 18,856 shares 18,856 $4.35M 0.17% +6,396 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: 16,201 shares; 2024Q4: 16,201 shares; 2025Q1: 662,597 shares; 2025Q2: 570,898 shares; 2025Q3: 25,610 shares; 2025Q4: 22,057 shares 22,057 $4.21M 0.16% -3,553 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: 53,847 shares; 2024Q4: 50,817 shares; 2025Q1: 50,817 shares; 2025Q2: 50,817 shares; 2025Q3: 52,140 shares; 2025Q4: 51,252 shares 51,252 $4.11M 0.16% -888 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,439 shares; 2025Q2: 41,439 shares; 2025Q3: 41,439 shares; 2025Q4: 41,439 shares 41,439 $3.51M 0.13% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,375 shares; 2024Q4: 15,375 shares; 2025Q1: 15,375 shares; 2025Q2: 15,375 shares; 2025Q3: 15,375 shares; 2025Q4: 15,375 shares 15,375 $3.22M 0.12% 0 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: 5,098 shares; 2024Q4: 5,056 shares; 2025Q1: 10,309 shares; 2025Q2: 10,309 shares; 2025Q3: 10,309 shares; 2025Q4: 10,309 shares 10,309 $2.99M 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: 3,234 shares; 2024Q4: 3,900 shares; 2025Q1: 3,817 shares; 2025Q2: 5,932 shares; 2025Q3: 5,717 shares; 2025Q4: 9,701 shares 9,701 $2.95M 0.11% +3,984 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 450,000 shares; 2025Q1: 450,000 shares; 2025Q2: 450,000 shares; 2025Q3: 450,000 shares; 2025Q4: 450,000 shares 450,000 $2.94M 0.11% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 2,995 shares; 2025Q1: 2,994 shares; 2025Q2: 2,994 shares; 2025Q3: 4,298 shares; 2025Q4: 4,330 shares 4,330 $2.66M 0.1% +32 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: not reported; 2024Q4: not reported; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 5,619 shares; 2025Q4: 5,619 shares 5,619 $2.66M 0.1% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,498 shares; 2024Q4: 95,352 shares; 2025Q1: 43,592 shares; 2025Q2: 55,038 shares; 2025Q3: 56,527 shares; 2025Q4: 35,677 shares 35,677 $2.64M 0.1% -20,850 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,389 shares; 2025Q4: 10,389 shares 10,389 $2.63M 0.1% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,974 shares; 2024Q4: 12,969 shares; 2025Q1: 17,140 shares; 2025Q2: 22,259 shares; 2025Q3: 22,301 shares; 2025Q4: 21,225 shares 21,225 $2.55M 0.1% -1,076 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: 1,452 shares; 2024Q4: 1,696 shares; 2025Q1: 3,532 shares; 2025Q2: 2,641 shares; 2025Q3: 6,690 shares; 2025Q4: 7,250 shares 7,250 $2.49M 0.09% +560 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,817 shares; 2025Q2: 23,817 shares; 2025Q3: 23,817 shares; 2025Q4: 23,817 shares 23,817 $2.48M 0.09% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,494 shares; 2024Q4: 95,989 shares; 2025Q1: 61,487 shares; 2025Q2: 64,150 shares; 2025Q3: 61,783 shares; 2025Q4: 59,992 shares 59,992 $2.37M 0.09% -1,791 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: 9,840 shares; 2024Q4: 4,140 shares; 2025Q1: 3,922 shares; 2025Q2: 4,502 shares; 2025Q3: 3,803 shares; 2025Q4: 7,215 shares 7,215 $2.26M 0.09% +3,412 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: 1,148 shares; 2024Q4: 3,444 shares; 2025Q1: 3,444 shares; 2025Q2: 81,459 shares; 2025Q3: 81,459 shares; 2025Q4: 81,459 shares 81,459 $2.23M 0.08% 0 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: 3,287 shares; 2024Q4: 3,482 shares; 2025Q1: 2,447 shares; 2025Q2: 4,629 shares; 2025Q3: 4,981 shares; 2025Q4: 6,351 shares 6,351 $2.2M 0.08% +1,370 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: 8,560 shares; 2024Q4: 3,398 shares; 2025Q1: 3,180 shares; 2025Q2: 3,022 shares; 2025Q3: 2,829 shares; 2025Q4: 3,267 shares 3,267 $2.16M 0.08% +438 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: 20,952 shares; 2025Q1: 20,661 shares; 2025Q2: 20,661 shares; 2025Q3: 20,661 shares; 2025Q4: 17,601 shares 17,601 $2.14M 0.08% -3,060 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: 3,320 shares; 2024Q4: 2,992 shares; 2025Q1: 6,298 shares; 2025Q2: 3,357 shares; 2025Q3: 3,407 shares; 2025Q4: 8,243 shares 8,243 $2.12M 0.08% +4,836 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,193 shares; 2024Q4: 22,617 shares; 2025Q1: 21,211 shares; 2025Q2: 21,151 shares; 2025Q3: 21,066 shares; 2025Q4: 16,549 shares 16,549 $1.97M 0.07% -4,517 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 9,076 shares; 2025Q3: 9,076 shares; 2025Q4: 9,076 shares 9,076 $1.74M 0.07% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 478 shares; 2025Q2: 480 shares; 2025Q3: 1,978 shares; 2025Q4: 5,937 shares 5,937 $1.71M 0.06% +3,959 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: 6,243 shares; 2024Q4: 6,243 shares; 2025Q1: 6,243 shares; 2025Q2: 6,120 shares; 2025Q3: 13,198 shares; 2025Q4: 11,325 shares 11,325 $1.68M 0.06% -1,873 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,666 shares; 2024Q4: 29,666 shares; 2025Q1: 29,666 shares; 2025Q2: 29,666 shares; 2025Q3: 15,026 shares; 2025Q4: 15,026 shares 15,026 $1.66M 0.06% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,018 shares; 2024Q4: 10,469 shares; 2025Q1: 10,142 shares; 2025Q2: 9,768 shares; 2025Q3: 9,880 shares; 2025Q4: 9,795 shares 9,795 $1.57M 0.06% -85 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,623 shares; 2024Q4: 17,746 shares; 2025Q1: 17,511 shares; 2025Q2: 17,860 shares; 2025Q3: 19,894 shares; 2025Q4: 10,960 shares 10,960 $1.55M 0.06% -8,934 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: 28,493 shares; 2024Q4: 20,408 shares; 2025Q1: 70,629 shares; 2025Q2: 20,149 shares; 2025Q3: 20,543 shares; 2025Q4: 21,756 shares 21,756 $1.52M 0.06% +1,213 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: 774 shares; 2024Q4: 774 shares; 2025Q1: 842 shares; 2025Q2: 1,563 shares; 2025Q3: 2,107 shares; 2025Q4: 4,558 shares 4,558 $1.5M 0.06% +2,451 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 3,868 shares; 2025Q1: 3,868 shares; 2025Q2: 3,868 shares; 2025Q3: 3,868 shares; 2025Q4: 3,868 shares 3,868 $1.44M 0.05% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,240 shares; 2024Q4: 15,219 shares; 2025Q1: 15,219 shares; 2025Q2: 15,219 shares; 2025Q3: 15,824 shares; 2025Q4: 31,878 shares 31,878 $1.43M 0.05% +16,054 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: 10,842 shares; 2024Q4: 5,520 shares; 2025Q1: 5,009 shares; 2025Q2: 5,383 shares; 2025Q3: 5,647 shares; 2025Q4: 5,793 shares 5,793 $1.32M 0.05% +146 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: 1,155 shares; 2024Q4: 1,325 shares; 2025Q1: 1,356 shares; 2025Q2: 2,571 shares; 2025Q3: 2,839 shares; 2025Q4: 2,870 shares 2,870 $1.29M 0.05% +31 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: 7,748 shares; 2024Q4: 5,632 shares; 2025Q1: 4,833 shares; 2025Q2: 4,567 shares; 2025Q3: 6,474 shares; 2025Q4: 6,162 shares 6,162 $1.28M 0.05% -312 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: 19,774 shares; 2024Q4: 16,694 shares; 2025Q1: 16,582 shares; 2025Q2: 13,069 shares; 2025Q3: 11,911 shares; 2025Q4: 10,547 shares 10,547 $1.27M 0.05% -1,364 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: 6,153 shares; 2024Q4: 4,648 shares; 2025Q1: 4,648 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares; 2025Q4: 13,342 shares 13,342 $1.25M 0.05% +8,285 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: 6,981 shares; 2024Q4: 6,981 shares; 2025Q1: 6,981 shares; 2025Q2: 18,967 shares; 2025Q3: 18,946 shares; 2025Q4: 18,901 shares 18,901 $1.25M 0.05% -45 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,785 shares; 2024Q4: 23,175 shares; 2025Q1: 11,301 shares; 2025Q2: 11,439 shares; 2025Q3: 26,140 shares; 2025Q4: 22,620 shares 22,620 $1.22M 0.05% -3,520 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,341 shares; 2025Q2: 17,341 shares; 2025Q3: 17,341 shares; 2025Q4: 17,341 shares 17,341 $1.2M 0.05% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,616 shares; 2025Q1: 4,616 shares; 2025Q2: 26,011 shares; 2025Q3: 26,453 shares; 2025Q4: 26,088 shares 26,088 $1.18M 0.04% -365 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: 1,249 shares; 2024Q4: 1,689 shares; 2025Q1: 4,683 shares; 2025Q2: 1,771 shares; 2025Q3: 2,209 shares; 2025Q4: 5,470 shares 5,470 $1.17M 0.04% +3,261 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,107 shares; 2024Q4: 29,107 shares; 2025Q1: 29,107 shares; 2025Q2: 29,107 shares; 2025Q3: 29,107 shares; 2025Q4: 29,107 shares 29,107 $1.17M 0.04% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,703 shares; 2025Q1: 45,255 shares; 2025Q2: 45,695 shares; 2025Q3: 46,134 shares; 2025Q4: 46,731 shares 46,731 $1.13M 0.04% +597 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: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 4,445 shares 4,445 $1.08M 0.04% +2,602 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: 8,801 shares; 2024Q4: 5,585 shares; 2025Q1: 4,848 shares; 2025Q2: 3,415 shares; 2025Q3: 7,131 shares; 2025Q4: 6,945 shares 6,945 $1.06M 0.04% -186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,622 shares; 2025Q4: 15,622 shares 15,622 $1.04M 0.04% 0 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: 13,859 shares; 2024Q4: 9,988 shares; 2025Q1: 9,489 shares; 2025Q2: 9,234 shares; 2025Q3: 8,830 shares; 2025Q4: 7,060 shares 7,060 $1.01M 0.04% -1,770 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: 1,510 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,580 shares; 2025Q4: 4,275 shares 4,275 $979K 0.04% +2,695 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: 25,931 shares; 2024Q4: 25,781 shares; 2025Q1: 25,124 shares; 2025Q2: 24,253 shares; 2025Q3: 25,663 shares; 2025Q4: 21,814 shares 21,814 $969K 0.04% -3,849 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 2,943 shares; 2025Q1: 3,403 shares; 2025Q2: 3,222 shares; 2025Q3: 2,928 shares; 2025Q4: 6,734 shares 6,734 $968K 0.04% +3,806 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,769 shares; 2025Q4: 19,315 shares 19,315 $964K 0.04% -454 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: 1,618 shares; 2024Q4: 1,768 shares; 2025Q1: 4,959 shares; 2025Q2: 3,118 shares; 2025Q3: 2,798 shares; 2025Q4: 3,066 shares 3,066 $960K 0.04% +268 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 177 shares; 2025Q2: 152 shares; 2025Q3: 150 shares; 2025Q4: 175 shares 175 $937K 0.04% +25 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: 8,296 shares; 2024Q4: 5,585 shares; 2025Q1: 5,585 shares; 2025Q2: 7,013 shares; 2025Q3: 6,980 shares; 2025Q4: 7,412 shares 7,412 $929K 0.04% +432 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: 5,134 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,601 shares; 2025Q3: 2,788 shares; 2025Q4: 2,852 shares 2,852 $919K 0.03% +64 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: 9,242 shares; 2024Q4: 8,612 shares; 2025Q1: 7,967 shares; 2025Q2: 8,094 shares; 2025Q3: 8,048 shares; 2025Q4: 7,791 shares 7,791 $868K 0.03% -257 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,107 shares; 2025Q4: 2,846 shares 2,846 $860K 0.03% +1,739 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: 9,089 shares; 2024Q4: 12,144 shares; 2025Q1: 14,642 shares; 2025Q2: 14,706 shares; 2025Q3: 14,648 shares; 2025Q4: 28,322 shares 28,322 $847K 0.03% +13,674 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,811 shares; 2025Q2: 8,841 shares; 2025Q3: 8,941 shares; 2025Q4: 8,941 shares 8,941 $780K 0.03% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,908 shares; 2025Q4: 12,908 shares 12,908 $777K 0.03% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,337 shares; 2025Q2: 2,713 shares; 2025Q3: 2,748 shares; 2025Q4: 7,477 shares 7,477 $769K 0.03% +4,729 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: 9,384 shares; 2024Q4: 4,781 shares; 2025Q1: 7,912 shares; 2025Q2: 3,778 shares; 2025Q3: 5,310 shares; 2025Q4: 5,285 shares 5,285 $759K 0.03% -25 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,249 shares; 2024Q4: 23,249 shares; 2025Q1: 23,249 shares; 2025Q2: 23,249 shares; 2025Q3: 25,720 shares; 2025Q4: 23,249 shares 23,249 $745K 0.03% -2,471 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,658 shares; 2025Q2: 19,871 shares; 2025Q3: 19,871 shares; 2025Q4: 19,871 shares 19,871 $733K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 10,863 shares; 2025Q2: 4,491 shares; 2025Q3: 4,624 shares; 2025Q4: 4,677 shares 4,677 $718K 0.03% +53 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 503 shares; 2025Q4: 671 shares 671 $718K 0.03% +168 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: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 926 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 2,950 shares 2,950 $717K 0.03% +2,086 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,724 shares; 2025Q4: 6,724 shares 6,724 $711K 0.03% 0 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: 3,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,437 shares; 2025Q3: 1,804 shares; 2025Q4: 3,828 shares 3,828 $702K 0.03% +2,024 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: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 4,398 shares; 2025Q2: 1,519 shares; 2025Q3: 1,632 shares; 2025Q4: 1,762 shares 1,762 $652K 0.02% +130 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,706 shares; 2024Q4: 248,911 shares; 2025Q1: 417,169 shares; 2025Q2: 408,023 shares; 2025Q3: 375,865 shares; 2025Q4: 25,682 shares 25,682 $645K 0.02% -350,183 BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,649 shares; 2025Q1: 3,763 shares; 2025Q2: 5,796 shares; 2025Q3: 4,398 shares; 2025Q4: 4,398 shares 4,398 $645K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,667 shares; 2025Q3: 3,056 shares; 2025Q4: 3,001 shares 3,001 $643K 0.02% -55 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,510 shares; 2025Q4: 30,510 shares 30,510 $642K 0.02% 0 Timeline JBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,512 shares; 2025Q4: 11,371 shares 11,371 $615K 0.02% -2,141 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: 6,226 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 3,083 shares; 2025Q3: 3,302 shares; 2025Q4: 3,141 shares 3,141 $612K 0.02% -161 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,259 shares; 2024Q4: 10,409 shares; 2025Q1: 10,409 shares; 2025Q2: 10,485 shares; 2025Q3: 10,574 shares; 2025Q4: 10,521 shares 10,521 $607K 0.02% -53 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,848 shares; 2025Q1: 3,848 shares; 2025Q2: 4,745 shares; 2025Q3: 4,425 shares; 2025Q4: 4,623 shares 4,623 $606K 0.02% +198 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,682 shares 5,682 $595K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: not reported; 2025Q1: 3,020 shares; 2025Q2: not reported; 2025Q3: 1,814 shares; 2025Q4: 1,939 shares 1,939 $593K 0.02% +125 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: 2,186 shares; 2024Q4: 1,793 shares; 2025Q1: 1,074 shares; 2025Q2: 1,887 shares; 2025Q3: 1,723 shares; 2025Q4: 1,686 shares 1,686 $591K 0.02% -37 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: 12,481 shares; 2024Q4: 12,166 shares; 2025Q1: 12,166 shares; 2025Q2: 11,953 shares; 2025Q3: 11,766 shares; 2025Q4: 11,556 shares 11,556 $588K 0.02% -210 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,051 shares; 2025Q1: 8,112 shares; 2025Q2: 22,103 shares; 2025Q3: 22,301 shares; 2025Q4: 22,645 shares 22,645 $576K 0.02% +344 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,530 shares 10,530 $560K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 827 shares 827 $557K 0.02% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,147 shares; 2025Q4: 15,147 shares 15,147 $546K 0.02% 0 Timeline SPYD 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: 48,897 shares; 2024Q4: 36,411 shares; 2025Q1: 15,529 shares; 2025Q2: 14,071 shares; 2025Q3: 14,108 shares; 2025Q4: 12,547 shares 12,547 $543K 0.02% -1,561 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: 1,448 shares; 2024Q4: 1,397 shares; 2025Q1: 1,297 shares; 2025Q2: 1,200 shares; 2025Q3: 1,043 shares; 2025Q4: 1,079 shares 1,079 $542K 0.02% +36 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 713 shares; 2025Q2: 622 shares; 2025Q3: 627 shares; 2025Q4: 1,530 shares 1,530 $540K 0.02% +903 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268 shares 268 $540K 0.02% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 796 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 2,106 shares 2,106 $539K 0.02% +1,101 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: 647 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 506 shares; 2025Q3: 381 shares; 2025Q4: 5,638 shares 5,638 $529K 0.02% +5,257 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: 11,153 shares; 2024Q4: 5,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,367 shares; 2025Q3: 4,118 shares; 2025Q4: 6,678 shares 6,678 $514K 0.02% +2,560 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: 535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 618 shares; 2025Q3: 582 shares; 2025Q4: 878 shares 878 $501K 0.02% +296 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 5,371 shares; 2025Q1: 5,345 shares; 2025Q2: 5,774 shares; 2025Q3: 5,024 shares; 2025Q4: 3,497 shares 3,497 $495K 0.02% -1,527 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 4,919 shares; 2025Q1: 5,200 shares; 2025Q2: 4,623 shares; 2025Q3: 3,419 shares; 2025Q4: 6,059 shares 6,059 $445K 0.02% +2,640 Timeline USL UNITED STS 12 MONTH OIL FD L More: the full row for UNITED STS 12 MONTH OIL FD L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,265 shares; 2024Q4: 13,265 shares; 2025Q1: 13,265 shares; 2025Q2: 13,265 shares; 2025Q3: 13,265 shares; 2025Q4: 13,265 shares 13,265 $442K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410 shares; 2025Q3: 420 shares; 2025Q4: 661 shares 661 $438K 0.02% +241 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,090 shares; 2025Q4: 11,090 shares 11,090 $437K 0.02% 0 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: 4,097 shares; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 3,731 shares; 2025Q4: 3,731 shares 3,731 $425K 0.02% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,993 shares; 2025Q2: not reported; 2025Q3: 2,242 shares; 2025Q4: 2,147 shares 2,147 $419K 0.02% -95 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: 7,078 shares; 2024Q4: 21,234 shares; 2025Q1: 21,234 shares; 2025Q2: 15,426 shares; 2025Q3: 15,426 shares; 2025Q4: 15,426 shares 15,426 $405K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 302 shares; 2025Q4: 369 shares 369 $395K 0.01% +67 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: 3,359 shares; 2024Q4: 686 shares; 2025Q1: 3,686 shares; 2025Q2: 699 shares; 2025Q3: 686 shares; 2025Q4: 688 shares 688 $394K 0.01% +2 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 577 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: not reported; 2025Q4: 1,111 shares 1,111 $389K 0.01% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,202 shares; 2025Q4: 21,202 shares 21,202 $383K 0.01% 0 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: 7,674 shares; 2024Q4: 6,924 shares; 2025Q1: 6,924 shares; 2025Q2: 6,984 shares; 2025Q3: 9,250 shares; 2025Q4: 8,167 shares 8,167 $382K 0.01% -1,083 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,288 shares; 2025Q2: 2,027 shares; 2025Q3: 2,414 shares; 2025Q4: 2,895 shares 2,895 $370K 0.01% +481 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 1,235 shares 1,235 $352K 0.01% -94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,226 shares 1,226 $352K 0.01% new Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 10,250 shares; 2025Q1: 10,149 shares; 2025Q2: 10,107 shares; 2025Q3: 8,063 shares; 2025Q4: 7,830 shares 7,830 $344K 0.01% -233 Timeline JQUA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,726 shares; 2025Q4: 5,292 shares 5,292 $334K 0.01% -434 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,945 shares; 2025Q4: 1,881 shares 1,881 $334K 0.01% -64 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,333 shares; 2024Q4: 19,388 shares; 2025Q1: 18,828 shares; 2025Q2: 19,143 shares; 2025Q3: 18,337 shares; 2025Q4: 12,908 shares 12,908 $332K 0.01% -5,429 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 2,498 shares; 2025Q3: 1,503 shares; 2025Q4: 1,546 shares 1,546 $325K 0.01% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 1,010 shares; 2025Q4: 1,171 shares 1,171 $318K 0.01% +161 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,609 shares; 2025Q3: 9,609 shares; 2025Q4: 9,609 shares 9,609 $315K 0.01% 0 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares 6,550 $312K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572 shares; 2025Q3: 742 shares; 2025Q4: 967 shares 967 $308K 0.01% +225 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,838 shares; 2025Q1: 3,838 shares; 2025Q2: 3,838 shares; 2025Q3: 3,766 shares; 2025Q4: 3,868 shares 3,868 $305K 0.01% +102 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: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,644 shares; 2025Q2: 1,617 shares; 2025Q3: 1,909 shares; 2025Q4: 1,742 shares 1,742 $302K 0.01% -167 Timeline EWJ 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: 3,465 shares; 2024Q4: 3,465 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 3,465 shares; 2025Q4: 3,617 shares 3,617 $292K 0.01% +152 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,925 shares; 2025Q1: 3,069 shares; 2025Q2: 3,077 shares; 2025Q3: 3,086 shares; 2025Q4: 3,089 shares 3,089 $291K 0.01% +3 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 1,437 shares; 2025Q4: 1,437 shares 1,437 $287K 0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares 1,726 $286K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,337 shares; 2025Q2: 1,353 shares; 2025Q3: 1,337 shares; 2025Q4: 1,305 shares 1,305 $283K 0.01% -32 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,263 shares; 2025Q3: 3,636 shares; 2025Q4: 3,446 shares 3,446 $282K 0.01% -190 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,615 shares 1,615 $281K 0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 1,133 shares; 2025Q3: 1,021 shares; 2025Q4: 1,205 shares 1,205 $279K 0.01% +184 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: 5,624 shares; 2024Q4: 5,625 shares; 2025Q1: 5,042 shares; 2025Q2: 4,920 shares; 2025Q3: 4,884 shares; 2025Q4: 2,482 shares 2,482 $265K 0.01% -2,402 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 1,818 shares 1,818 $262K 0.01% +909 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares 1,183 $260K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: 546 shares; 2025Q3: 645 shares; 2025Q4: 609 shares 609 $260K 0.01% -36 Timeline BANK OF AMER CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $250K 0.01% 0 COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 236 shares; 2025Q1: 1,000 shares; 2025Q2: 267 shares; 2025Q3: 258 shares; 2025Q4: 276 shares 276 $238K 0.01% +18 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: 791 shares; 2024Q4: 791 shares; 2025Q1: 791 shares; 2025Q2: 850 shares; 2025Q3: 1,043 shares; 2025Q4: 761 shares 761 $238K 0.01% -282 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares 2,017 $237K 0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,004 shares; 2025Q1: 6,004 shares; 2025Q2: 6,004 shares; 2025Q3: 6,004 shares; 2025Q4: 6,000 shares 6,000 $228K 0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,984 shares; 2025Q4: 2,801 shares 2,801 $225K 0.01% -183 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 572 shares 572 $223K 0.01% new Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,226 shares 4,226 $205K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 5,050 shares; 2025Q1: 4,667 shares; 2025Q2: 4,177 shares; 2025Q3: 4,211 shares; 2025Q4: 3,811 shares 3,811 $205K 0.01% -400 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,553 shares; 2025Q1: 1,227 shares; 2025Q2: 1,067 shares; 2025Q3: 1,051 shares; 2025Q4: 1,001 shares 1,001 $203K 0.01% -50 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: 2,462 shares; 2024Q4: 2,462 shares; 2025Q1: 2,462 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares; 2025Q4: 2,462 shares 2,462 $176K 0.01% 0 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares 3,875 $172K 0.01% 0 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,922 shares; 2025Q3: 11,922 shares; 2025Q4: 11,922 shares 11,922 $171K 0.01% 0 Timeline KBE 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: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares 2,640 $160K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares 3,186 $149K 0.01% 0 Timeline OEF 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: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares 382 $131K <0.01% 0 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: 871 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares 871 $130K <0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 501 shares; 2025Q4: 501 shares 501 $123K <0.01% 0 Timeline GMF 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares 860 $119K <0.01% 0 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: 874 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 874 shares 874 $108K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares 1,940 $93K <0.01% 0 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: 1,889 shares; 2024Q4: 3,778 shares; 2025Q1: 3,778 shares; 2025Q2: 3,778 shares; 2025Q3: 3,778 shares; 2025Q4: 3,778 shares 3,778 $90.8K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 480 shares 480 $87K <0.01% -39 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares 1,870 $85.1K <0.01% 0 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: 272 shares; 2024Q4: 272 shares; 2025Q1: 9,671 shares; 2025Q2: 7,341 shares; 2025Q3: 4,995 shares; 2025Q4: 927 shares 927 $82K <0.01% -4,068 Timeline IAI 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: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares 443 $79.5K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253 $70.6K <0.01% 0 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: 13,304 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,268 shares 1,268 $69.7K <0.01% +32 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares 2,349 $63.2K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 416 shares 416 $49.7K <0.01% +208 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: 771 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 441 shares 441 $42.3K <0.01% +30 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares; 2025Q4: 654 shares 654 $40.6K <0.01% 0 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: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares 335 $30.6K <0.01% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares 1,124 $25.3K <0.01% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares 1,098 $25.1K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $23.5K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares 409 $21.5K <0.01% 0 Timeline SUB 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: 81,575 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144 $15.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,773 shares; 2025Q4: 301 shares 301 $15.2K <0.01% -6,472 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 382 shares 382 $14.9K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 1,956 shares; 2025Q3: 297 shares; 2025Q4: 63 shares 63 $9.75K <0.01% -234 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 73 shares 73 $9.61K <0.01% 0 Timeline KXI 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares 117 $7.56K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 103 shares 103 $7.49K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 65 shares 65 $6.25K <0.01% -240 Timeline XT 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares 74 $5.16K <0.01% 0 Timeline JGRO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314 shares; 2025Q4: 52 shares 52 $4.83K <0.01% -262 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $4.28K <0.01% 0 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: 39,514 shares; 2024Q4: 39,514 shares; 2025Q1: 39,514 shares; 2025Q2: 24,117 shares; 2025Q3: 12,421 shares; 2025Q4: 169 shares 169 $3.89K <0.01% -12,252 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391 shares; 2025Q4: 69 shares 69 $3.31K <0.01% -322 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $2.58K <0.01% 0 Timeline NANR 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares 29 $1.97K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares 17 $1K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44 $723 <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,958 shares; 2024Q4: 16,981 shares; 2025Q1: 16,187 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 1 shares 1 $83 <0.01% -795 Timeline