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: 442,802 shares; 2024Q4: 1,319,498 shares; 2025Q1: 1,321,837 shares; 2025Q2: 1,316,693 shares; 2025Q3: 1,305,769 shares; 2025Q4: 1,271,925 shares 1,271,925 $34.2M 9.44% -33,844 Timeline SCHV 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: 384,212 shares; 2024Q4: 1,163,809 shares; 2025Q1: 1,135,998 shares; 2025Q2: 1,136,285 shares; 2025Q3: 1,149,580 shares; 2025Q4: 1,135,506 shares 1,135,506 $33.6M 9.27% -14,074 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: 659,324 shares; 2024Q4: 1,367,393 shares; 2025Q1: 1,270,692 shares; 2025Q2: 1,226,124 shares; 2025Q3: 1,221,685 shares; 2025Q4: 1,223,587 shares 1,223,587 $29.4M 8.11% +1,902 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: 245,759 shares; 2024Q4: 931,342 shares; 2025Q1: 940,571 shares; 2025Q2: 915,285 shares; 2025Q3: 894,867 shares; 2025Q4: 874,913 shares 874,913 $28.5M 7.87% -19,954 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: 103,154 shares; 2024Q4: 101,037 shares; 2025Q1: 92,848 shares; 2025Q2: 92,231 shares; 2025Q3: 88,719 shares; 2025Q4: 83,443 shares 83,443 $22.7M 6.26% -5,276 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: 185,572 shares; 2024Q4: 193,520 shares; 2025Q1: 191,183 shares; 2025Q2: 197,829 shares; 2025Q3: 205,248 shares; 2025Q4: 209,752 shares 209,752 $21M 5.78% +4,504 Timeline SCHO 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: 257,522 shares; 2024Q4: 531,109 shares; 2025Q1: 539,544 shares; 2025Q2: 570,173 shares; 2025Q3: 623,769 shares; 2025Q4: 650,187 shares 650,187 $15.8M 4.37% +26,418 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: 49,162 shares; 2024Q4: 48,765 shares; 2025Q1: 45,873 shares; 2025Q2: 45,296 shares; 2025Q3: 44,605 shares; 2025Q4: 40,840 shares 40,840 $13.2M 3.63% -3,765 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: 26,693 shares; 2024Q4: 27,275 shares; 2025Q1: 27,093 shares; 2025Q2: 27,053 shares; 2025Q3: 26,328 shares; 2025Q4: 25,494 shares 25,494 $12.3M 3.4% -834 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: 305,122 shares; 2024Q4: 309,182 shares; 2025Q1: 299,921 shares; 2025Q2: 310,856 shares; 2025Q3: 315,550 shares; 2025Q4: 309,009 shares 309,009 $9.91M 2.73% -6,541 Timeline SCHE 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: 263,619 shares; 2024Q4: 278,751 shares; 2025Q1: 274,775 shares; 2025Q2: 272,280 shares; 2025Q3: 268,362 shares; 2025Q4: 268,831 shares 268,831 $8.8M 2.43% +469 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: 14,580 shares; 2024Q4: 15,176 shares; 2025Q1: 17,249 shares; 2025Q2: 21,820 shares; 2025Q3: 21,129 shares; 2025Q4: 23,286 shares 23,286 $7.08M 1.95% +2,157 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: 90,864 shares; 2024Q4: 272,320 shares; 2025Q1: 263,758 shares; 2025Q2: 257,275 shares; 2025Q3: 266,353 shares; 2025Q4: 265,637 shares 265,637 $6.97M 1.92% -716 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: 35,423 shares; 2024Q4: 35,652 shares; 2025Q1: 34,583 shares; 2025Q2: 34,590 shares; 2025Q3: 33,169 shares; 2025Q4: 32,954 shares 32,954 $6.15M 1.7% -215 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: 11,044 shares; 2024Q4: 11,091 shares; 2025Q1: 11,320 shares; 2025Q2: 11,457 shares; 2025Q3: 11,749 shares; 2025Q4: 12,012 shares 12,012 $6.04M 1.67% +263 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: 75,978 shares; 2024Q4: 70,605 shares; 2025Q1: 73,671 shares; 2025Q2: 73,920 shares; 2025Q3: 71,051 shares; 2025Q4: 64,511 shares 64,511 $5.27M 1.45% -6,540 Timeline SCHA 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: 91,468 shares; 2024Q4: 183,142 shares; 2025Q1: 191,477 shares; 2025Q2: 186,387 shares; 2025Q3: 182,296 shares; 2025Q4: 184,870 shares 184,870 $5.27M 1.45% +2,574 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: 20,479 shares; 2024Q4: 20,609 shares; 2025Q1: 20,725 shares; 2025Q2: 21,297 shares; 2025Q3: 20,730 shares; 2025Q4: 20,440 shares 20,440 $4.72M 1.3% -290 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: 16,548 shares; 2024Q4: 16,502 shares; 2025Q1: 14,429 shares; 2025Q2: 15,095 shares; 2025Q3: 14,156 shares; 2025Q4: 13,826 shares 13,826 $4.33M 1.19% -330 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,768 shares; 2025Q2: 77,111 shares; 2025Q3: 81,072 shares; 2025Q4: 80,740 shares 80,740 $3.1M 0.85% -332 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: 7,748 shares; 2024Q4: 8,043 shares; 2025Q1: 8,364 shares; 2025Q2: 8,544 shares; 2025Q3: 8,491 shares; 2025Q4: 8,466 shares 8,466 $2.97M 0.82% -25 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,346 shares; 2024Q4: 18,580 shares; 2025Q1: 17,852 shares; 2025Q2: 19,093 shares; 2025Q3: 19,407 shares; 2025Q4: 19,216 shares 19,216 $2.96M 0.82% -191 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: 3,723 shares; 2024Q4: 3,849 shares; 2025Q1: 3,939 shares; 2025Q2: 4,009 shares; 2025Q3: 3,857 shares; 2025Q4: 3,873 shares 3,873 $2.56M 0.71% +16 Timeline SCHH 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: 95,540 shares; 2024Q4: 101,019 shares; 2025Q1: 102,214 shares; 2025Q2: 103,271 shares; 2025Q3: 110,589 shares; 2025Q4: 115,158 shares 115,158 $2.41M 0.66% +4,569 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,914 shares; 2024Q4: 86,317 shares; 2025Q1: 88,021 shares; 2025Q2: 91,810 shares; 2025Q3: 95,118 shares; 2025Q4: 97,032 shares 97,032 $2.27M 0.63% +1,914 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,268 shares; 2024Q4: 31,221 shares; 2025Q1: 31,112 shares; 2025Q2: 31,732 shares; 2025Q3: 32,208 shares; 2025Q4: 33,141 shares 33,141 $2.23M 0.62% +933 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: 5,798 shares; 2024Q4: 5,424 shares; 2025Q1: 5,227 shares; 2025Q2: 5,081 shares; 2025Q3: 5,021 shares; 2025Q4: 4,885 shares 4,885 $2.2M 0.61% -136 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: 9,317 shares; 2024Q4: 8,733 shares; 2025Q1: 8,686 shares; 2025Q2: 8,769 shares; 2025Q3: 8,471 shares; 2025Q4: 8,470 shares 8,470 $2.08M 0.58% -1 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: 2,110 shares; 2024Q4: 2,218 shares; 2025Q1: 2,297 shares; 2025Q2: 2,347 shares; 2025Q3: 2,354 shares; 2025Q4: 2,362 shares 2,362 $2.04M 0.56% +8 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 7,719 shares; 2025Q1: 8,430 shares; 2025Q2: 8,839 shares; 2025Q3: 8,928 shares; 2025Q4: 9,017 shares 9,017 $1.96M 0.54% +89 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 7,015 shares; 2025Q1: 6,727 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 6,811 shares 6,811 $1.79M 0.49% +62 Timeline XLRE 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: 32,961 shares; 2024Q4: 34,472 shares; 2025Q1: 36,784 shares; 2025Q2: 38,759 shares; 2025Q3: 40,887 shares; 2025Q4: 40,985 shares 40,985 $1.65M 0.46% +98 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: 7,429 shares; 2024Q4: 7,277 shares; 2025Q1: 5,206 shares; 2025Q2: 5,252 shares; 2025Q3: 5,147 shares; 2025Q4: 5,147 shares 5,147 $1.62M 0.45% 0 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: 3,460 shares; 2024Q4: 3,386 shares; 2025Q1: 3,543 shares; 2025Q2: 3,521 shares; 2025Q3: 3,418 shares; 2025Q4: 3,378 shares 3,378 $1.6M 0.44% -40 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: 2,409 shares; 2024Q4: 2,651 shares; 2025Q1: 2,864 shares; 2025Q2: 2,973 shares; 2025Q3: 3,060 shares; 2025Q4: 3,112 shares 3,112 $1.59M 0.44% +52 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: 36,858 shares; 2024Q4: 37,135 shares; 2025Q1: 35,163 shares; 2025Q2: 34,409 shares; 2025Q3: 35,554 shares; 2025Q4: 34,840 shares 34,840 $1.55M 0.43% -714 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,343 shares; 2025Q1: 3,684 shares; 2025Q2: 3,843 shares; 2025Q3: 4,010 shares; 2025Q4: 4,081 shares 4,081 $1.43M 0.4% +71 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: 4,890 shares; 2024Q4: 5,183 shares; 2025Q1: 5,607 shares; 2025Q2: 5,846 shares; 2025Q3: 5,553 shares; 2025Q4: 5,187 shares 5,187 $1.39M 0.38% -366 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: 1,741 shares; 2024Q4: 1,923 shares; 2025Q1: 2,094 shares; 2025Q2: 2,237 shares; 2025Q3: 2,339 shares; 2025Q4: 2,367 shares 2,367 $1.37M 0.38% +28 Timeline NTIC NORTHERN TECHNOLOGIES INTL C More: the full row for NORTHERN TECHNOLOGIES INTL C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,047 shares; 2024Q4: 171,047 shares; 2025Q1: 171,047 shares; 2025Q2: 171,047 shares; 2025Q3: 171,047 shares; 2025Q4: 171,047 shares 171,047 $1.34M 0.37% 0 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: 2,338 shares; 2024Q4: 2,149 shares; 2025Q1: 2,009 shares; 2025Q2: 2,151 shares; 2025Q3: 1,952 shares; 2025Q4: 1,930 shares 1,930 $1.32M 0.36% -22 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: 7,408 shares; 2024Q4: 5,907 shares; 2025Q1: 6,879 shares; 2025Q2: 8,363 shares; 2025Q3: 8,934 shares; 2025Q4: 9,116 shares 9,116 $1.31M 0.36% +182 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 4,076 shares; 2025Q1: 4,556 shares; 2025Q2: 4,820 shares; 2025Q3: 5,060 shares; 2025Q4: 5,110 shares 5,110 $1.26M 0.35% +50 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: 3,751 shares; 2024Q4: 4,127 shares; 2025Q1: 4,652 shares; 2025Q2: 4,946 shares; 2025Q3: 5,232 shares; 2025Q4: 5,291 shares 5,291 $1.21M 0.33% +59 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: 17,037 shares; 2024Q4: 17,088 shares; 2025Q1: 17,088 shares; 2025Q2: 17,188 shares; 2025Q3: 17,176 shares; 2025Q4: 17,076 shares 17,076 $1.19M 0.33% -100 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: 2,162 shares; 2024Q4: 2,060 shares; 2025Q1: 1,863 shares; 2025Q2: 1,832 shares; 2025Q3: 2,159 shares; 2025Q4: 1,696 shares 1,696 $1.16M 0.32% -463 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: 16,684 shares; 2024Q4: 18,455 shares; 2025Q1: 20,393 shares; 2025Q2: 21,893 shares; 2025Q3: 21,735 shares; 2025Q4: 21,359 shares 21,359 $1.09M 0.3% -376 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 6,459 shares; 2025Q1: 6,454 shares; 2025Q2: 6,931 shares; 2025Q3: 6,882 shares; 2025Q4: 6,702 shares 6,702 $1.07M 0.3% -180 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: 3,773 shares; 2024Q4: 3,789 shares; 2025Q1: 4,038 shares; 2025Q2: 4,148 shares; 2025Q3: 4,124 shares; 2025Q4: 4,047 shares 4,047 $1.04M 0.29% -77 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: 61,790 shares; 2024Q4: 63,069 shares; 2025Q1: 63,069 shares; 2025Q2: 63,069 shares; 2025Q3: 63,282 shares; 2025Q4: 63,282 shares 63,282 $1M 0.28% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,535 shares; 2024Q4: 23,425 shares; 2025Q1: 25,372 shares; 2025Q2: 26,759 shares; 2025Q3: 26,815 shares; 2025Q4: 25,319 shares 25,319 $937K 0.26% -1,496 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: 5,675 shares; 2024Q4: 5,615 shares; 2025Q1: 5,177 shares; 2025Q2: 5,130 shares; 2025Q3: 5,098 shares; 2025Q4: 4,727 shares 4,727 $921K 0.25% -371 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: 1,656 shares; 2024Q4: 1,765 shares; 2025Q1: 1,937 shares; 2025Q2: 1,990 shares; 2025Q3: 2,025 shares; 2025Q4: 2,057 shares 2,057 $916K 0.25% +32 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: 5,461 shares; 2024Q4: 5,203 shares; 2025Q1: 5,151 shares; 2025Q2: 8,939 shares; 2025Q3: 9,039 shares; 2025Q4: 9,004 shares 9,004 $865K 0.24% -35 Timeline IWY 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: 2,969 shares; 2024Q4: 2,969 shares; 2025Q1: 2,969 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares 2,969 $822K 0.23% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,181 shares; 2024Q4: 15,642 shares; 2025Q1: 15,369 shares; 2025Q2: 16,008 shares; 2025Q3: 16,110 shares; 2025Q4: 16,621 shares 16,621 $803K 0.22% +511 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: 1,784 shares; 2024Q4: 1,680 shares; 2025Q1: 1,885 shares; 2025Q2: 2,130 shares; 2025Q3: 2,244 shares; 2025Q4: 2,175 shares 2,175 $761K 0.21% -69 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: 1,898 shares; 2024Q4: 2,065 shares; 2025Q1: 2,187 shares; 2025Q2: 2,197 shares; 2025Q3: 2,190 shares; 2025Q4: 2,197 shares 2,197 $756K 0.21% +7 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: 6,496 shares; 2024Q4: 6,746 shares; 2025Q1: 6,637 shares; 2025Q2: 6,638 shares; 2025Q3: 6,664 shares; 2025Q4: 6,674 shares 6,674 $744K 0.21% +10 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: 7,588 shares; 2024Q4: 7,385 shares; 2025Q1: 7,317 shares; 2025Q2: 5,077 shares; 2025Q3: 5,064 shares; 2025Q4: 3,556 shares 3,556 $736K 0.2% -1,508 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: 2,516 shares; 2024Q4: 2,500 shares; 2025Q1: 2,348 shares; 2025Q2: 1,984 shares; 2025Q3: 2,609 shares; 2025Q4: 2,468 shares 2,468 $731K 0.2% -141 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: 2,365 shares; 2024Q4: 2,417 shares; 2025Q1: 1,990 shares; 2025Q2: 2,007 shares; 2025Q3: 1,964 shares; 2025Q4: 1,951 shares 1,951 $722K 0.2% -13 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: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,331 shares; 2025Q2: 1,380 shares; 2025Q3: 1,294 shares; 2025Q4: 1,475 shares 1,475 $720K 0.2% +181 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 2,206 shares; 2025Q1: 2,359 shares; 2025Q2: 2,177 shares; 2025Q3: 2,192 shares; 2025Q4: 2,222 shares 2,222 $689K 0.19% +30 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: 6,469 shares; 2024Q4: 6,416 shares; 2025Q1: 6,466 shares; 2025Q2: 6,424 shares; 2025Q3: 6,194 shares; 2025Q4: 5,727 shares 5,727 $689K 0.19% -467 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: 2,042 shares; 2024Q4: 2,093 shares; 2025Q1: 2,271 shares; 2025Q2: 2,205 shares; 2025Q3: 2,240 shares; 2025Q4: 2,235 shares 2,235 $688K 0.19% -5 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: 10,419 shares; 2024Q4: 10,447 shares; 2025Q1: 8,399 shares; 2025Q2: 16,756 shares; 2025Q3: 16,756 shares; 2025Q4: 16,756 shares 16,756 $672K 0.19% 0 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: 6,548 shares; 2024Q4: 6,730 shares; 2025Q1: 6,375 shares; 2025Q2: 4,827 shares; 2025Q3: 4,150 shares; 2025Q4: 4,075 shares 4,075 $621K 0.17% -75 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: 595 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 6,170 shares 6,170 $578K 0.16% +5,551 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 9,494 shares; 2025Q1: 7,963 shares; 2025Q2: 7,149 shares; 2025Q3: 7,011 shares; 2025Q4: 7,082 shares 7,082 $521K 0.14% +71 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: 2,537 shares; 2024Q4: 2,674 shares; 2025Q1: 2,358 shares; 2025Q2: 2,427 shares; 2025Q3: 2,278 shares; 2025Q4: 2,162 shares 2,162 $494K 0.14% -116 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: 452 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 452 shares; 2025Q3: 474 shares; 2025Q4: 454 shares 454 $488K 0.13% -20 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: 3,778 shares; 2024Q4: 3,315 shares; 2025Q1: 3,367 shares; 2025Q2: 3,519 shares; 2025Q3: 3,401 shares; 2025Q4: 3,401 shares 3,401 $487K 0.13% 0 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: 1,466 shares; 2024Q4: 1,621 shares; 2025Q1: 1,609 shares; 2025Q2: 1,654 shares; 2025Q3: 1,589 shares; 2025Q4: 1,564 shares 1,564 $449K 0.12% -25 Timeline SJNK 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: 16,706 shares; 2024Q4: 17,046 shares; 2025Q1: 17,383 shares; 2025Q2: 18,198 shares; 2025Q3: 17,555 shares; 2025Q4: 17,479 shares 17,479 $443K 0.12% -76 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: 1,455 shares; 2024Q4: 1,331 shares; 2025Q1: 1,385 shares; 2025Q2: 1,370 shares; 2025Q3: 1,362 shares; 2025Q4: 1,324 shares 1,324 $433K 0.12% -38 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 918 shares; 2025Q1: 910 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares 864 $418K 0.12% 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: 2,198 shares; 2024Q4: 2,198 shares; 2025Q1: 2,140 shares; 2025Q2: 2,183 shares; 2025Q3: 2,173 shares; 2025Q4: 2,093 shares 2,093 $408K 0.11% -80 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: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 677 shares; 2025Q4: 705 shares 705 $404K 0.11% +28 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,437 shares; 2025Q1: 2,347 shares; 2025Q2: 2,307 shares; 2025Q3: 2,272 shares; 2025Q4: 2,119 shares 2,119 $399K 0.11% -153 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: 2,415 shares; 2024Q4: 2,404 shares; 2025Q1: 2,404 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares 2,472 $380K 0.1% 0 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: 1,251 shares; 2024Q4: 1,104 shares; 2025Q1: 1,135 shares; 2025Q2: 1,019 shares; 2025Q3: 1,021 shares; 2025Q4: 1,142 shares 1,142 $377K 0.1% +121 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: 4,669 shares; 2024Q4: 4,594 shares; 2025Q1: 4,582 shares; 2025Q2: 4,506 shares; 2025Q3: 4,446 shares; 2025Q4: 4,184 shares 4,184 $374K 0.1% -262 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: not reported; 2024Q4: 2,063 shares; 2025Q1: 2,308 shares; 2025Q2: 2,334 shares; 2025Q3: 2,212 shares; 2025Q4: 2,322 shares 2,322 $374K 0.1% +110 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: 1,560 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,579 shares 1,579 $347K 0.1% +75 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: 4,722 shares; 2024Q4: 4,802 shares; 2025Q1: 4,802 shares; 2025Q2: 4,524 shares; 2025Q3: 4,473 shares; 2025Q4: 4,398 shares 4,398 $339K 0.09% -75 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 7,889 shares; 2025Q1: 7,889 shares; 2025Q2: 7,889 shares; 2025Q3: 7,889 shares; 2025Q4: 7,889 shares 7,889 $337K 0.09% 0 Timeline IWX 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: 3,606 shares; 2024Q4: 3,606 shares; 2025Q1: 3,606 shares; 2025Q2: 3,606 shares; 2025Q3: 3,606 shares; 2025Q4: 3,606 shares 3,606 $331K 0.09% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,736 shares; 2024Q4: 3,736 shares; 2025Q1: 3,736 shares; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,736 shares 3,736 $331K 0.09% 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: 3,548 shares; 2024Q4: 3,688 shares; 2025Q1: 3,268 shares; 2025Q2: 3,268 shares; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares 3,094 $330K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 1,925 shares 1,925 $330K 0.09% -196 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: 5,855 shares; 2024Q4: 6,199 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares 3,075 $329K 0.09% 0 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: 4,092 shares; 2024Q4: not reported; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 4,042 shares 4,042 $321K 0.09% 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: 5,499 shares; 2024Q4: 5,200 shares; 2025Q1: 5,271 shares; 2025Q2: 5,489 shares; 2025Q3: 5,489 shares; 2025Q4: 5,489 shares 5,489 $302K 0.08% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,832 shares; 2025Q1: 3,287 shares; 2025Q2: 4,052 shares; 2025Q3: 4,059 shares; 2025Q4: 4,065 shares 4,065 $300K 0.08% +6 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: 1,319 shares; 2024Q4: 1,069 shares; 2025Q1: 744 shares; 2025Q2: 659 shares; 2025Q3: 582 shares; 2025Q4: 582 shares 582 $297K 0.08% 0 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: 5,948 shares; 2024Q4: 3,390 shares; 2025Q1: 2,966 shares; 2025Q2: 2,991 shares; 2025Q3: 2,968 shares; 2025Q4: 2,775 shares 2,775 $296K 0.08% -193 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,644 shares 1,644 $281K 0.08% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 4,021 shares; 2025Q1: 3,879 shares; 2025Q2: 3,841 shares; 2025Q3: 3,669 shares; 2025Q4: 3,275 shares 3,275 $276K 0.08% -394 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405 $265K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares 1,412 $259K 0.07% 0 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: 863 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 891 shares; 2025Q4: 1,782 shares 1,782 $257K 0.07% +891 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 14,600 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares 14,600 $256K 0.07% 0 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: 1,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 982 shares; 2025Q4: 982 shares 982 $252K 0.07% 0 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: 2,007 shares; 2024Q4: 2,024 shares; 2025Q1: 1,827 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,905 shares 1,905 $239K 0.07% -17 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: not reported; 2025Q3: 988 shares; 2025Q4: 988 shares 988 $238K 0.07% 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: 4,537 shares; 2024Q4: 3,686 shares; 2025Q1: 2,985 shares; 2025Q2: 2,929 shares; 2025Q3: 2,844 shares; 2025Q4: 2,844 shares 2,844 $236K 0.06% 0 Timeline IUSG 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: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares 1,394 $234K 0.06% 0 Timeline SLYV 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: 2,719 shares; 2024Q4: 2,711 shares; 2025Q1: 2,671 shares; 2025Q2: 2,677 shares; 2025Q3: 2,561 shares; 2025Q4: 2,568 shares 2,568 $234K 0.06% +7 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: not reported; 2025Q4: 790 shares 790 $225K 0.06% new 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: 5,703 shares; 2024Q4: 5,703 shares; 2025Q1: 5,703 shares; 2025Q2: 5,683 shares; 2025Q3: 5,683 shares; 2025Q4: 5,683 shares 5,683 $224K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273 shares; 2025Q4: 273 shares 273 $224K 0.06% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 812 shares; 2025Q2: 907 shares; 2025Q3: 818 shares; 2025Q4: 731 shares 731 $223K 0.06% -87 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: 920 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 893 shares; 2025Q3: 867 shares; 2025Q4: 937 shares 937 $217K 0.06% +70 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: 1,916 shares; 2024Q4: 1,932 shares; 2025Q1: 2,000 shares; 2025Q2: 2,081 shares; 2025Q3: 2,186 shares; 2025Q4: 2,338 shares 2,338 $207K 0.06% +152 Timeline SCHM 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: 2,588 shares; 2024Q4: 6,987 shares; 2025Q1: 6,706 shares; 2025Q2: 6,709 shares; 2025Q3: 6,709 shares; 2025Q4: 6,677 shares 6,677 $201K 0.06% -32 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: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $196K 0.05% 0 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: 722 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 608 shares; 2025Q3: 604 shares; 2025Q4: 601 shares 601 $189K 0.05% -3 Timeline SDY 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: 1,641 shares; 2024Q4: 1,701 shares; 2025Q1: 1,456 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares 1,271 $177K 0.05% 0 Timeline SCHP 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: 2,577 shares; 2024Q4: 5,569 shares; 2025Q1: 5,532 shares; 2025Q2: 6,155 shares; 2025Q3: 6,319 shares; 2025Q4: 6,480 shares 6,480 $172K 0.05% +161 Timeline IWR 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: 2,160 shares; 2024Q4: 2,164 shares; 2025Q1: 1,895 shares; 2025Q2: 1,873 shares; 2025Q3: 1,642 shares; 2025Q4: 1,637 shares 1,637 $158K 0.04% -5 Timeline TLT 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: 3,588 shares; 2024Q4: 2,809 shares; 2025Q1: 2,185 shares; 2025Q2: 2,399 shares; 2025Q3: 2,156 shares; 2025Q4: 1,767 shares 1,767 $154K 0.04% -389 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: 1,245 shares; 2025Q1: 3,526 shares; 2025Q2: not reported; 2025Q3: 5,774 shares; 2025Q4: 6,170 shares 6,170 $150K 0.04% +396 Timeline IWP 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: 1,236 shares; 2024Q4: 1,232 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares 1,032 $141K 0.04% 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: 1,270 shares; 2024Q4: 1,168 shares; 2025Q1: 760 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares 1,424 $137K 0.04% 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: 2,839 shares; 2024Q4: 2,090 shares; 2025Q1: 1,738 shares; 2025Q2: 1,598 shares; 2025Q3: 1,368 shares; 2025Q4: 1,068 shares 1,068 $128K 0.04% -300 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 802 shares; 2025Q4: 868 shares 868 $125K 0.03% +66 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: 298 shares; 2024Q4: 298 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 348 shares 348 $117K 0.03% +38 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: 864 shares; 2024Q4: 864 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares 838 $103K 0.03% 0 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: 884 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,261 shares 1,261 $101K 0.03% -123 Timeline SLYG 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: 1,130 shares; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,184 shares; 2025Q3: 1,070 shares; 2025Q4: 1,071 shares 1,071 $101K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 663 shares 663 $98.6K 0.03% +459 Timeline MDYG 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: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares 1,059 $97.9K 0.03% 0 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: 1,187 shares; 2024Q4: 3,561 shares; 2025Q1: 3,561 shares; 2025Q2: 3,655 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares 3,561 $97.7K 0.03% 0 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: 497 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 446 shares 446 $94.6K 0.03% +99 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: 3,866 shares; 2024Q4: 3,052 shares; 2025Q1: 2,948 shares; 2025Q2: 2,804 shares; 2025Q3: 2,348 shares; 2025Q4: 1,938 shares 1,938 $90.8K 0.03% -410 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: 1,657 shares; 2024Q4: 1,312 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 869 shares; 2025Q4: 1,755 shares 1,755 $82.2K 0.02% +886 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: 713 shares; 2024Q4: 713 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares 681 $77.6K 0.02% 0 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: 482 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares 482 $68K 0.02% 0 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: 1,690 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares 940 $62K 0.02% 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: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares 338 $61.2K 0.02% 0 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: 838 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares 838 $59.8K 0.02% 0 Timeline EAGG 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: 3,922 shares; 2025Q1: 3,942 shares; 2025Q2: not reported; 2025Q3: 1,184 shares; 2025Q4: 1,204 shares 1,204 $57.6K 0.02% +20 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: 1,718 shares; 2024Q4: 1,715 shares; 2025Q1: 1,146 shares; 2025Q2: 1,062 shares; 2025Q3: 1,035 shares; 2025Q4: 1,007 shares 1,007 $57.2K 0.02% -28 Timeline XLU 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 590 shares; 2025Q3: 604 shares; 2025Q4: 1,208 shares 1,208 $51.6K 0.01% +604 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: 1,805 shares; 2024Q4: 1,414 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares 536 $51.5K 0.01% 0 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: 191 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 140 shares; 2025Q4: 131 shares 131 $50.8K 0.01% -9 Timeline LQD 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: 134 shares; 2024Q4: 134 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 240 shares; 2025Q4: 450 shares 450 $49.6K 0.01% +210 Timeline MDYV 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: 531 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares 531 $44.9K 0.01% 0 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: 1,752 shares; 2024Q4: 1,692 shares; 2025Q1: 1,692 shares; 2025Q2: 1,692 shares; 2025Q3: 3,081 shares; 2025Q4: 1,692 shares 1,692 $44.8K 0.01% -1,389 Timeline NZAC 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: 948 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares 948 $40.7K 0.01% 0 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630 $39.2K 0.01% 0 Timeline TIP 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: 1,063 shares; 2024Q4: 766 shares; 2025Q1: 531 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares 331 $36.4K 0.01% 0 Timeline XBI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295 shares 295 $36K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 903 shares; 2025Q4: 1,197 shares 1,197 $30.5K 0.01% +294 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 647 shares; 2025Q4: 647 shares 647 $29.6K 0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290 $28.2K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 48 shares; 2025Q3: 140 shares; 2025Q4: 40 shares 40 $25.1K 0.01% -100 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: not reported; 2025Q4: 663 shares 663 $23.9K 0.01% new Timeline CMF 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: 495 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $23.6K 0.01% 0 Timeline DSI 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: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares 137 $17.6K <0.01% 0 Timeline XLF 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: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 823 shares; 2025Q4: 317 shares 317 $17.4K <0.01% -506 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 83 shares; 2025Q3: 52 shares; 2025Q4: 64 shares 64 $16.5K <0.01% +12 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares 95 $14.7K <0.01% 0 Timeline IJK 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $14.5K <0.01% 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 300 shares 300 $13.4K <0.01% +150 Timeline SCHR 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: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 474 shares 474 $11.9K <0.01% +428 Timeline VOE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares 45 $7.98K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares 26 $7.26K <0.01% new Timeline IJS 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 145 shares; 2025Q4: 60 shares 60 $6.82K <0.01% -85 Timeline EEM 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 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119 $6.51K <0.01% 0 Timeline ITA 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: 11 shares; 2025Q4: 11 shares 11 $2.37K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 19 shares 19 $2.25K <0.01% 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: 11 shares; 2024Q4: 12 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 38 shares 38 $1.64K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 12 shares 12 $1.44K <0.01% +6 Timeline