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: 1,766,209 shares; 2024Q4: 1,786,651 shares; 2025Q1: 1,657,228 shares; 2025Q2: 1,623,942 shares; 2025Q3: 1,536,816 shares; 2025Q4: 1,672,021 shares 1,672,021 $455M 3.19% +135,205 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: 516,843 shares; 2024Q4: 546,796 shares; 2025Q1: 595,694 shares; 2025Q2: 639,303 shares; 2025Q3: 517,458 shares; 2025Q4: 585,411 shares 585,411 $367M 2.58% +67,953 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: 2,079,749 shares; 2024Q4: 1,966,527 shares; 2025Q1: 1,863,756 shares; 2025Q2: 1,835,796 shares; 2025Q3: 1,804,943 shares; 2025Q4: 1,940,282 shares 1,940,282 $362M 2.54% +135,339 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: 566,463 shares; 2024Q4: 551,174 shares; 2025Q1: 559,579 shares; 2025Q2: 553,440 shares; 2025Q3: 633,768 shares; 2025Q4: 675,655 shares 675,655 $327M 2.3% +41,887 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: 280,767 shares; 2024Q4: 286,548 shares; 2025Q1: 295,092 shares; 2025Q2: 285,456 shares; 2025Q3: 390,322 shares; 2025Q4: 415,572 shares 415,572 $285M 2% +25,250 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: 330,238 shares; 2024Q4: 331,491 shares; 2025Q1: 312,694 shares; 2025Q2: 324,941 shares; 2025Q3: 473,296 shares; 2025Q4: 522,057 shares 522,057 $255M 1.79% +48,761 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: 317,766 shares; 2024Q4: 321,224 shares; 2025Q1: 316,131 shares; 2025Q2: 321,965 shares; 2025Q3: 499,824 shares; 2025Q4: 742,991 shares 742,991 $249M 1.75% +243,167 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447,288 shares; 2024Q4: 1,270,028 shares; 2025Q1: 1,250,893 shares; 2025Q2: 1,099,492 shares; 2025Q3: 5,620,346 shares; 2025Q4: 5,975,927 shares 5,975,927 $237M 1.66% +355,581 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435,548 shares; 2025Q1: 425,001 shares; 2025Q2: 421,954 shares; 2025Q3: 418,642 shares; 2025Q4: 417,964 shares 417,964 $203M 1.43% -678 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: 857,840 shares; 2024Q4: 867,344 shares; 2025Q1: 865,127 shares; 2025Q2: 911,360 shares; 2025Q3: 817,059 shares; 2025Q4: 993,992 shares 993,992 $190M 1.33% +176,933 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: 1,213,688 shares; 2024Q4: 1,173,738 shares; 2025Q1: 1,137,188 shares; 2025Q2: 1,148,980 shares; 2025Q3: 2,463,192 shares; 2025Q4: 3,037,258 shares 3,037,258 $190M 1.33% +574,066 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: 2,132,620 shares; 2024Q4: 6,184,920 shares; 2025Q1: 5,990,697 shares; 2025Q2: 6,043,038 shares; 2025Q3: 5,996,805 shares; 2025Q4: 6,461,827 shares 6,461,827 $174M 1.22% +465,022 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: 626,589 shares; 2024Q4: 628,371 shares; 2025Q1: 603,446 shares; 2025Q2: 595,354 shares; 2025Q3: 552,613 shares; 2025Q4: 554,178 shares 554,178 $161M 1.13% +1,565 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: 119,250 shares; 2024Q4: 178,001 shares; 2025Q1: 178,717 shares; 2025Q2: 164,744 shares; 2025Q3: 212,701 shares; 2025Q4: 224,073 shares 224,073 $153M 1.07% +11,372 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: 575,057 shares; 2024Q4: 555,629 shares; 2025Q1: 548,694 shares; 2025Q2: 570,577 shares; 2025Q3: 562,844 shares; 2025Q4: 650,162 shares 650,162 $150M 1.05% +87,318 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,834 shares; 2024Q4: 619,277 shares; 2025Q1: 608,802 shares; 2025Q2: 609,627 shares; 2025Q3: 685,567 shares; 2025Q4: 3,439,520 shares 3,439,520 $146M 1.03% +2,753,953 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: 492,066 shares; 2024Q4: 471,277 shares; 2025Q1: 518,776 shares; 2025Q2: 487,296 shares; 2025Q3: 448,748 shares; 2025Q4: 464,025 shares 464,025 $145M 1.02% +15,277 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: 210,104 shares; 2024Q4: 231,401 shares; 2025Q1: 214,634 shares; 2025Q2: 216,816 shares; 2025Q3: 314,401 shares; 2025Q4: 297,250 shares 297,250 $141M 0.99% -17,151 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: 1,169,479 shares; 2024Q4: 1,248,014 shares; 2025Q1: 1,243,482 shares; 2025Q2: 1,285,949 shares; 2025Q3: 1,350,877 shares; 2025Q4: 1,727,380 shares 1,727,380 $128M 0.9% +376,503 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,202 shares; 2024Q4: 173,940 shares; 2025Q1: 169,654 shares; 2025Q2: 185,741 shares; 2025Q3: 514,363 shares; 2025Q4: 2,668,454 shares 2,668,454 $125M 0.88% +2,154,091 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099,465 shares; 2025Q4: 1,113,464 shares 1,113,464 $124M 0.87% +13,999 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: 801,075 shares; 2024Q4: 3,482,685 shares; 2025Q1: 3,642,930 shares; 2025Q2: 3,651,154 shares; 2025Q3: 3,643,232 shares; 2025Q4: 3,639,546 shares 3,639,546 $119M 0.83% -3,686 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: 149,598 shares; 2024Q4: 147,581 shares; 2025Q1: 150,245 shares; 2025Q2: 149,921 shares; 2025Q3: 195,480 shares; 2025Q4: 190,262 shares 190,262 $117M 0.82% -5,218 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: 72,318 shares; 2024Q4: 54,449 shares; 2025Q1: 24,051 shares; 2025Q2: 24,781 shares; 2025Q3: 670,958 shares; 2025Q4: 2,308,892 shares 2,308,892 $112M 0.78% +1,637,934 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: 390,200 shares; 2024Q4: 390,506 shares; 2025Q1: 377,421 shares; 2025Q2: 378,389 shares; 2025Q3: 318,277 shares; 2025Q4: 343,656 shares 343,656 $111M 0.78% +25,379 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: 660,666 shares; 2024Q4: 790,159 shares; 2025Q1: 860,463 shares; 2025Q2: 732,757 shares; 2025Q3: 790,942 shares; 2025Q4: 863,428 shares 863,428 $105M 0.74% +72,486 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: 306,891 shares; 2024Q4: 304,392 shares; 2025Q1: 319,529 shares; 2025Q2: 310,583 shares; 2025Q3: 170,170 shares; 2025Q4: 195,827 shares 195,827 $98.4M 0.69% +25,657 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: 63,958 shares; 2024Q4: 118,532 shares; 2025Q1: 113,037 shares; 2025Q2: 99,590 shares; 2025Q3: 377,691 shares; 2025Q4: 3,546,615 shares 3,546,615 $93.9M 0.66% +3,168,924 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: 255,884 shares; 2024Q4: 256,491 shares; 2025Q1: 270,516 shares; 2025Q2: 282,197 shares; 2025Q3: 1,105,881 shares; 2025Q4: 1,175,610 shares 1,175,610 $92.6M 0.65% +69,729 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: 305,894 shares; 2024Q4: 302,512 shares; 2025Q1: 252,375 shares; 2025Q2: 253,328 shares; 2025Q3: 234,116 shares; 2025Q4: 260,403 shares 260,403 $90.1M 0.63% +26,287 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: 828,211 shares; 2024Q4: 908,777 shares; 2025Q1: 926,668 shares; 2025Q2: 1,000,054 shares; 2025Q3: 778,826 shares; 2025Q4: 894,760 shares 894,760 $89.4M 0.63% +115,934 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,530 shares; 2024Q4: 108,858 shares; 2025Q1: 108,468 shares; 2025Q2: 114,393 shares; 2025Q3: 2,383,895 shares; 2025Q4: 2,559,282 shares 2,559,282 $88.2M 0.62% +175,387 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: 163,310 shares; 2024Q4: 163,678 shares; 2025Q1: 169,671 shares; 2025Q2: 165,476 shares; 2025Q3: 165,247 shares; 2025Q4: 457,299 shares 457,299 $87.6M 0.62% +292,052 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: 78,334 shares; 2024Q4: 293,411 shares; 2025Q1: 84,282 shares; 2025Q2: 80,810 shares; 2025Q3: 231,623 shares; 2025Q4: 413,095 shares 413,095 $86.9M 0.61% +181,472 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 925,546 shares; 2025Q4: 993,500 shares 993,500 $81.8M 0.57% +67,954 Timeline MBB 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: 50,083 shares; 2025Q4: 851,186 shares 851,186 $81M 0.57% +801,103 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: 423,551 shares; 2024Q4: 418,294 shares; 2025Q1: 411,965 shares; 2025Q2: 453,038 shares; 2025Q3: 471,410 shares; 2025Q4: 522,292 shares 522,292 $79.6M 0.56% +50,882 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: 500,214 shares; 2024Q4: 526,983 shares; 2025Q1: 555,374 shares; 2025Q2: 878,643 shares; 2025Q3: 1,218,458 shares; 2025Q4: 1,305,199 shares 1,305,199 $76.7M 0.54% +86,741 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: 134,648 shares; 2024Q4: 127,005 shares; 2025Q1: 120,270 shares; 2025Q2: 131,702 shares; 2025Q3: 119,262 shares; 2025Q4: 115,901 shares 115,901 $76.5M 0.54% -3,361 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,258 shares; 2024Q4: 187,165 shares; 2025Q1: 170,132 shares; 2025Q2: 168,420 shares; 2025Q3: 291,488 shares; 2025Q4: 1,963,369 shares 1,963,369 $74.8M 0.53% +1,671,881 Timeline USIG 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: 14,283 shares; 2024Q4: 14,153 shares; 2025Q1: 14,203 shares; 2025Q2: 13,971 shares; 2025Q3: 83,376 shares; 2025Q4: 1,442,085 shares 1,442,085 $74.7M 0.52% +1,358,709 Timeline DFLV 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: 726,802 shares; 2024Q4: 747,230 shares; 2025Q1: 787,822 shares; 2025Q2: 806,797 shares; 2025Q3: 1,852,088 shares; 2025Q4: 2,075,239 shares 2,075,239 $71M 0.5% +223,151 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: 809,664 shares; 2024Q4: 1,518,486 shares; 2025Q1: 1,486,255 shares; 2025Q2: 1,760,024 shares; 2025Q3: 2,814,050 shares; 2025Q4: 2,939,302 shares 2,939,302 $70.7M 0.5% +125,252 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: 237,000 shares; 2024Q4: 222,627 shares; 2025Q1: 247,339 shares; 2025Q2: 224,712 shares; 2025Q3: 193,369 shares; 2025Q4: 197,253 shares 197,253 $69.2M 0.49% +3,884 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: 548,672 shares; 2024Q4: 545,336 shares; 2025Q1: 650,574 shares; 2025Q2: 622,460 shares; 2025Q3: 586,946 shares; 2025Q4: 633,779 shares 633,779 $67.9M 0.48% +46,833 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: 7,149 shares; 2024Q4: 25,401 shares; 2025Q1: 10,372 shares; 2025Q2: 10,094 shares; 2025Q3: 12,759 shares; 2025Q4: 174,191 shares 174,191 $67.4M 0.47% +161,432 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: 269,930 shares; 2024Q4: 276,789 shares; 2025Q1: 279,477 shares; 2025Q2: 278,828 shares; 2025Q3: 274,483 shares; 2025Q4: 304,599 shares 304,599 $66.9M 0.47% +30,116 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: 739,314 shares; 2024Q4: 726,396 shares; 2025Q1: 641,560 shares; 2025Q2: 647,336 shares; 2025Q3: 746,115 shares; 2025Q4: 1,285,246 shares 1,285,246 $64.1M 0.45% +539,131 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,126,109 shares; 2025Q4: 1,175,744 shares 1,175,744 $63.6M 0.45% +49,635 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: 187,030 shares; 2024Q4: 174,114 shares; 2025Q1: 179,115 shares; 2025Q2: 182,722 shares; 2025Q3: 196,157 shares; 2025Q4: 200,801 shares 200,801 $63M 0.44% +4,644 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329,156 shares; 2024Q4: 1,340,463 shares; 2025Q1: 1,365,506 shares; 2025Q2: 1,374,720 shares; 2025Q3: 1,216,153 shares; 2025Q4: 1,319,434 shares 1,319,434 $61.5M 0.43% +103,281 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: 216,984 shares; 2024Q4: 212,381 shares; 2025Q1: 212,634 shares; 2025Q2: 208,002 shares; 2025Q3: 195,516 shares; 2025Q4: 203,929 shares 203,929 $60.4M 0.42% +8,413 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: 477,211 shares; 2024Q4: 441,659 shares; 2025Q1: 450,720 shares; 2025Q2: 471,266 shares; 2025Q3: 753,717 shares; 2025Q4: 1,117,508 shares 1,117,508 $60.1M 0.42% +363,791 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,774 shares; 2024Q4: 792,120 shares; 2025Q1: 874,873 shares; 2025Q2: 905,461 shares; 2025Q3: 1,037,048 shares; 2025Q4: 1,578,485 shares 1,578,485 $60M 0.42% +541,437 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: 53,951 shares; 2024Q4: 61,840 shares; 2025Q1: 52,833 shares; 2025Q2: 41,061 shares; 2025Q3: 911,400 shares; 2025Q4: 847,724 shares 847,724 $58.8M 0.41% -63,676 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: 424,316 shares; 2024Q4: 458,510 shares; 2025Q1: 460,309 shares; 2025Q2: 463,767 shares; 2025Q3: 463,953 shares; 2025Q4: 487,657 shares 487,657 $58.7M 0.41% +23,704 Timeline STIP 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: 132,711 shares; 2024Q4: 124,608 shares; 2025Q1: 114,734 shares; 2025Q2: 95,905 shares; 2025Q3: 191,437 shares; 2025Q4: 556,671 shares 556,671 $57M 0.4% +365,234 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,401 shares; 2024Q4: 67,934 shares; 2025Q1: 108,477 shares; 2025Q2: 106,975 shares; 2025Q3: 831,445 shares; 2025Q4: 1,703,596 shares 1,703,596 $56.4M 0.4% +872,151 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: 281,026 shares; 2024Q4: 269,177 shares; 2025Q1: 316,813 shares; 2025Q2: 287,202 shares; 2025Q3: 267,129 shares; 2025Q4: 267,387 shares 267,387 $55.3M 0.39% +258 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: 499,255 shares; 2024Q4: 498,219 shares; 2025Q1: 484,101 shares; 2025Q2: 492,429 shares; 2025Q3: 562,056 shares; 2025Q4: 614,188 shares 614,188 $54.9M 0.39% +52,132 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,232 shares; 2024Q4: 121,917 shares; 2025Q1: 120,219 shares; 2025Q2: 120,305 shares; 2025Q3: 129,721 shares; 2025Q4: 129,746 shares 129,746 $51.4M 0.36% +25 Timeline VBK 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: 78,713 shares; 2024Q4: 76,463 shares; 2025Q1: 76,181 shares; 2025Q2: 76,698 shares; 2025Q3: 164,409 shares; 2025Q4: 166,486 shares 166,486 $50.3M 0.35% +2,077 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: 509,778 shares; 2024Q4: 518,328 shares; 2025Q1: 467,645 shares; 2025Q2: 490,315 shares; 2025Q3: 411,296 shares; 2025Q4: 438,424 shares 438,424 $49.9M 0.35% +27,128 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,732 shares; 2024Q4: 588,508 shares; 2025Q1: 554,485 shares; 2025Q2: 597,781 shares; 2025Q3: 1,457,713 shares; 2025Q4: 1,476,212 shares 1,476,212 $48.7M 0.34% +18,499 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: 57,584 shares; 2024Q4: 69,918 shares; 2025Q1: 79,420 shares; 2025Q2: 45,228 shares; 2025Q3: 43,813 shares; 2025Q4: 45,127 shares 45,127 $48.5M 0.34% +1,314 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,351 shares; 2024Q4: 198,738 shares; 2025Q1: 177,746 shares; 2025Q2: 180,259 shares; 2025Q3: 238,795 shares; 2025Q4: 639,749 shares 639,749 $48.3M 0.34% +400,954 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,455 shares; 2024Q4: 319,866 shares; 2025Q1: 349,746 shares; 2025Q2: 354,270 shares; 2025Q3: 483,862 shares; 2025Q4: 637,156 shares 637,156 $47.3M 0.33% +153,294 Timeline DFIP 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: 17,289 shares; 2025Q4: 1,133,875 shares 1,133,875 $47.1M 0.33% +1,116,586 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: 151,341 shares; 2024Q4: 150,863 shares; 2025Q1: 153,461 shares; 2025Q2: 147,497 shares; 2025Q3: 134,683 shares; 2025Q4: 132,133 shares 132,133 $45.5M 0.32% -2,550 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: 251,403 shares; 2024Q4: 228,865 shares; 2025Q1: 237,169 shares; 2025Q2: 236,665 shares; 2025Q3: 349,198 shares; 2025Q4: 456,336 shares 456,336 $43.8M 0.31% +107,138 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,875 shares; 2024Q4: 739,534 shares; 2025Q1: 768,673 shares; 2025Q2: 801,704 shares; 2025Q3: 855,568 shares; 2025Q4: 895,698 shares 895,698 $43.1M 0.3% +40,130 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: 326,655 shares; 2024Q4: 323,290 shares; 2025Q1: 233,703 shares; 2025Q2: 213,016 shares; 2025Q3: 187,806 shares; 2025Q4: 200,834 shares 200,834 $43M 0.3% +13,028 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: 111,453 shares; 2024Q4: 114,427 shares; 2025Q1: 115,420 shares; 2025Q2: 116,486 shares; 2025Q3: 104,284 shares; 2025Q4: 115,133 shares 115,133 $43M 0.3% +10,849 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 428,134 shares; 2025Q3: 1,506,703 shares; 2025Q4: 1,543,496 shares 1,543,496 $42.6M 0.3% +36,793 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,764 shares; 2024Q4: 525,711 shares; 2025Q1: 477,847 shares; 2025Q2: 514,995 shares; 2025Q3: 779,949 shares; 2025Q4: 847,429 shares 847,429 $42.6M 0.3% +67,480 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: 40,802 shares; 2024Q4: 39,404 shares; 2025Q1: 35,287 shares; 2025Q2: 36,228 shares; 2025Q3: 42,840 shares; 2025Q4: 48,952 shares 48,952 $42.2M 0.3% +6,112 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: 460,649 shares; 2024Q4: 1,411,442 shares; 2025Q1: 1,308,070 shares; 2025Q2: 1,369,767 shares; 2025Q3: 1,668,220 shares; 2025Q4: 1,538,900 shares 1,538,900 $42.2M 0.3% -129,320 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: 86,936 shares; 2024Q4: 83,323 shares; 2025Q1: 81,955 shares; 2025Q2: 84,855 shares; 2025Q3: 74,248 shares; 2025Q4: 73,542 shares 73,542 $42.1M 0.3% -706 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,846 shares; 2024Q4: 322,463 shares; 2025Q1: 242,132 shares; 2025Q2: 239,440 shares; 2025Q3: 242,937 shares; 2025Q4: 233,938 shares 233,938 $41.6M 0.29% -8,999 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: 565,562 shares; 2024Q4: 1,640,241 shares; 2025Q1: 1,595,114 shares; 2025Q2: 1,608,649 shares; 2025Q3: 1,423,977 shares; 2025Q4: 1,375,638 shares 1,375,638 $41.4M 0.29% -48,339 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: 920,388 shares; 2024Q4: 904,183 shares; 2025Q1: 870,477 shares; 2025Q2: 859,083 shares; 2025Q3: 539,421 shares; 2025Q4: 579,012 shares 579,012 $41.3M 0.29% +39,591 Timeline DXUV 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: not reported; 2025Q4: 684,311 shares 684,311 $40.9M 0.29% new Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,320 shares; 2024Q4: 62,540 shares; 2025Q1: 76,275 shares; 2025Q2: 91,243 shares; 2025Q3: 220,206 shares; 2025Q4: 853,016 shares 853,016 $40.9M 0.29% +632,810 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: 71,203 shares; 2024Q4: 59,986 shares; 2025Q1: 61,601 shares; 2025Q2: 70,430 shares; 2025Q3: 84,572 shares; 2025Q4: 88,499 shares 88,499 $39.8M 0.28% +3,927 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: 70,377 shares; 2024Q4: 66,221 shares; 2025Q1: 58,569 shares; 2025Q2: 68,213 shares; 2025Q3: 117,291 shares; 2025Q4: 146,498 shares 146,498 $37.8M 0.27% +29,207 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: 243,999 shares; 2024Q4: 268,682 shares; 2025Q1: 279,488 shares; 2025Q2: 279,731 shares; 2025Q3: 248,691 shares; 2025Q4: 302,659 shares 302,659 $37.3M 0.26% +53,968 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: 175,524 shares; 2024Q4: 170,385 shares; 2025Q1: 275,495 shares; 2025Q2: 298,896 shares; 2025Q3: 341,693 shares; 2025Q4: 344,839 shares 344,839 $36.8M 0.26% +3,146 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: 129,747 shares; 2024Q4: 120,279 shares; 2025Q1: 124,209 shares; 2025Q2: 115,177 shares; 2025Q3: 223,069 shares; 2025Q4: 225,933 shares 225,933 $36.2M 0.25% +2,864 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,707 shares; 2025Q3: 435,341 shares; 2025Q4: 464,397 shares 464,397 $35.8M 0.25% +29,056 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,397 shares; 2024Q4: 197,509 shares; 2025Q1: 196,105 shares; 2025Q2: 200,271 shares; 2025Q3: 192,542 shares; 2025Q4: 193,848 shares 193,848 $35.7M 0.25% +1,306 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,575 shares; 2024Q4: 409,224 shares; 2025Q1: 399,133 shares; 2025Q2: 404,731 shares; 2025Q3: 375,019 shares; 2025Q4: 382,789 shares 382,789 $35.7M 0.25% +7,770 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: 478,826 shares; 2024Q4: 456,031 shares; 2025Q1: 467,823 shares; 2025Q2: 440,330 shares; 2025Q3: 319,995 shares; 2025Q4: 315,181 shares 315,181 $35.1M 0.25% -4,814 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: 130,743 shares; 2024Q4: 123,586 shares; 2025Q1: 123,186 shares; 2025Q2: 127,355 shares; 2025Q3: 128,690 shares; 2025Q4: 152,942 shares 152,942 $34.9M 0.25% +24,252 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: 329,565 shares; 2024Q4: 966,941 shares; 2025Q1: 976,743 shares; 2025Q2: 1,062,422 shares; 2025Q3: 1,149,700 shares; 2025Q4: 1,158,529 shares 1,158,529 $34.3M 0.24% +8,829 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: 207,204 shares; 2024Q4: 217,759 shares; 2025Q1: 223,374 shares; 2025Q2: 239,421 shares; 2025Q3: 255,672 shares; 2025Q4: 267,337 shares 267,337 $33.5M 0.24% +11,665 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: 413,509 shares; 2024Q4: 396,783 shares; 2025Q1: 388,920 shares; 2025Q2: 390,381 shares; 2025Q3: 457,788 shares; 2025Q4: 507,147 shares 507,147 $33.5M 0.24% +49,359 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,382 shares; 2024Q4: 94,638 shares; 2025Q1: 93,372 shares; 2025Q2: 101,497 shares; 2025Q3: 99,499 shares; 2025Q4: 157,913 shares 157,913 $33.4M 0.24% +58,414 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: 231,878 shares; 2024Q4: 235,509 shares; 2025Q1: 233,443 shares; 2025Q2: 228,171 shares; 2025Q3: 227,071 shares; 2025Q4: 229,437 shares 229,437 $32.9M 0.23% +2,366 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: 54,765 shares; 2024Q4: 46,351 shares; 2025Q1: 47,158 shares; 2025Q2: 45,189 shares; 2025Q3: 42,785 shares; 2025Q4: 55,694 shares 55,694 $31.8M 0.22% +12,909 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: 156,144 shares; 2024Q4: 149,653 shares; 2025Q1: 187,014 shares; 2025Q2: 157,750 shares; 2025Q3: 163,886 shares; 2025Q4: 160,198 shares 160,198 $31.2M 0.22% -3,688 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: 83,674 shares; 2024Q4: 83,547 shares; 2025Q1: 84,316 shares; 2025Q2: 85,373 shares; 2025Q3: 81,023 shares; 2025Q4: 146,169 shares 146,169 $31M 0.22% +65,146 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: 408,696 shares; 2024Q4: 399,031 shares; 2025Q1: 360,189 shares; 2025Q2: 360,231 shares; 2025Q3: 353,759 shares; 2025Q4: 400,253 shares 400,253 $30.8M 0.22% +46,494 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,523 shares; 2024Q4: 235,878 shares; 2025Q1: 278,351 shares; 2025Q2: 285,720 shares; 2025Q3: 284,213 shares; 2025Q4: 290,400 shares 290,400 $30.6M 0.21% +6,187 Timeline MTUM 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: 43,892 shares; 2024Q4: 42,553 shares; 2025Q1: 42,500 shares; 2025Q2: 43,119 shares; 2025Q3: 36,502 shares; 2025Q4: 120,985 shares 120,985 $30.3M 0.21% +84,483 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,150 shares; 2024Q4: 204,850 shares; 2025Q1: 180,550 shares; 2025Q2: 162,100 shares; 2025Q3: 1,269,237 shares; 2025Q4: 1,276,259 shares 1,276,259 $30.2M 0.21% +7,022 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,080 shares; 2024Q4: 194,017 shares; 2025Q1: 212,993 shares; 2025Q2: 208,772 shares; 2025Q3: 1,113,302 shares; 2025Q4: 912,614 shares 912,614 $30M 0.21% -200,688 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,460 shares; 2024Q4: 364,648 shares; 2025Q1: 362,999 shares; 2025Q2: 366,990 shares; 2025Q3: 397,583 shares; 2025Q4: 377,101 shares 377,101 $29.9M 0.21% -20,482 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,195 shares; 2024Q4: 119,289 shares; 2025Q1: 116,005 shares; 2025Q2: 114,232 shares; 2025Q3: 97,531 shares; 2025Q4: 96,862 shares 96,862 $29.9M 0.21% -669 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 390,217 shares; 2025Q4: 390,220 shares 390,220 $29.8M 0.21% +3 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: 142,051 shares; 2024Q4: 140,164 shares; 2025Q1: 117,124 shares; 2025Q2: 117,568 shares; 2025Q3: 407,661 shares; 2025Q4: 658,052 shares 658,052 $29.2M 0.21% +250,391 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: 175,749 shares; 2024Q4: 184,179 shares; 2025Q1: 228,390 shares; 2025Q2: 188,423 shares; 2025Q3: 158,149 shares; 2025Q4: 157,791 shares 157,791 $28.9M 0.2% -358 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: 82,157 shares; 2024Q4: 91,480 shares; 2025Q1: 82,745 shares; 2025Q2: 84,651 shares; 2025Q3: 184,465 shares; 2025Q4: 179,593 shares 179,593 $28.8M 0.2% -4,872 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: 83,555 shares; 2024Q4: 78,081 shares; 2025Q1: 76,219 shares; 2025Q2: 77,582 shares; 2025Q3: 71,553 shares; 2025Q4: 76,523 shares 76,523 $28.3M 0.2% +4,970 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,616 shares; 2024Q4: 102,504 shares; 2025Q1: 114,729 shares; 2025Q2: 119,245 shares; 2025Q3: 124,956 shares; 2025Q4: 126,118 shares 126,118 $27.7M 0.19% +1,162 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: 275,486 shares; 2024Q4: 245,802 shares; 2025Q1: 224,829 shares; 2025Q2: 224,893 shares; 2025Q3: 370,433 shares; 2025Q4: 410,216 shares 410,216 $27.6M 0.19% +39,783 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121,845 shares; 2024Q4: 1,307,190 shares; 2025Q1: 1,811,079 shares; 2025Q2: 1,185,466 shares; 2025Q3: 1,803,506 shares; 2025Q4: 1,665,104 shares 1,665,104 $27.5M 0.19% -138,402 Timeline IGSB 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: 20,399 shares; 2024Q4: 12,239 shares; 2025Q1: 15,669 shares; 2025Q2: 158,503 shares; 2025Q3: 492,243 shares; 2025Q4: 518,631 shares 518,631 $27.4M 0.19% +26,388 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: 63,356 shares; 2024Q4: 59,105 shares; 2025Q1: 60,646 shares; 2025Q2: 60,431 shares; 2025Q3: 71,353 shares; 2025Q4: 82,694 shares 82,694 $27.3M 0.19% +11,341 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: 80,457 shares; 2024Q4: 82,179 shares; 2025Q1: 78,258 shares; 2025Q2: 78,529 shares; 2025Q3: 80,322 shares; 2025Q4: 86,658 shares 86,658 $27.3M 0.19% +6,336 Timeline JEPI 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: 369,734 shares; 2024Q4: 394,496 shares; 2025Q1: 439,859 shares; 2025Q2: 429,983 shares; 2025Q3: 446,312 shares; 2025Q4: 475,841 shares 475,841 $27.2M 0.19% +29,529 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: 112,400 shares; 2024Q4: 110,161 shares; 2025Q1: 106,534 shares; 2025Q2: 106,361 shares; 2025Q3: 87,899 shares; 2025Q4: 88,546 shares 88,546 $27.1M 0.19% +647 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: 512,895 shares; 2024Q4: 489,207 shares; 2025Q1: 475,689 shares; 2025Q2: 485,540 shares; 2025Q3: 496,212 shares; 2025Q4: 489,597 shares 489,597 $26.9M 0.19% -6,615 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: 75,827 shares; 2024Q4: 202,140 shares; 2025Q1: 199,640 shares; 2025Q2: 196,074 shares; 2025Q3: 611,283 shares; 2025Q4: 1,002,656 shares 1,002,656 $26.3M 0.18% +391,373 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 140,274 shares; 2025Q1: 140,401 shares; 2025Q2: 140,121 shares; 2025Q3: 141,074 shares; 2025Q4: 100,847 shares 100,847 $26.1M 0.18% -40,227 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: 125,588 shares; 2024Q4: 92,202 shares; 2025Q1: 92,749 shares; 2025Q2: 87,981 shares; 2025Q3: 78,603 shares; 2025Q4: 79,370 shares 79,370 $26M 0.18% +767 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: 244,138 shares; 2024Q4: 221,322 shares; 2025Q1: 246,901 shares; 2025Q2: 219,159 shares; 2025Q3: 210,680 shares; 2025Q4: 265,274 shares 265,274 $25.5M 0.18% +54,594 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: 221,737 shares; 2024Q4: 227,044 shares; 2025Q1: 228,748 shares; 2025Q2: 221,956 shares; 2025Q3: 151,957 shares; 2025Q4: 168,939 shares 168,939 $25.1M 0.18% +16,982 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,180 shares; 2024Q4: 373,251 shares; 2025Q1: 364,724 shares; 2025Q2: 355,094 shares; 2025Q3: 293,694 shares; 2025Q4: 307,724 shares 307,724 $25M 0.18% +14,030 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: 569,462 shares; 2024Q4: 547,524 shares; 2025Q1: 585,553 shares; 2025Q2: 585,057 shares; 2025Q3: 491,437 shares; 2025Q4: 527,582 shares 527,582 $24.7M 0.17% +36,145 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: 454,470 shares; 2024Q4: 886,128 shares; 2025Q1: 855,785 shares; 2025Q2: 818,622 shares; 2025Q3: 827,952 shares; 2025Q4: 853,528 shares 853,528 $24.3M 0.17% +25,576 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: 123,125 shares; 2024Q4: 117,829 shares; 2025Q1: 105,450 shares; 2025Q2: 99,382 shares; 2025Q3: 113,276 shares; 2025Q4: 273,445 shares 273,445 $24.2M 0.17% +160,169 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,143 shares; 2024Q4: 177,331 shares; 2025Q1: 56,588 shares; 2025Q2: 39,113 shares; 2025Q3: 673,872 shares; 2025Q4: 915,337 shares 915,337 $24.2M 0.17% +241,465 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531,591 shares; 2024Q4: 961,294 shares; 2025Q1: 1,516,806 shares; 2025Q2: 909,383 shares; 2025Q3: 952,228 shares; 2025Q4: 960,553 shares 960,553 $23.9M 0.17% +8,325 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,820 shares; 2024Q4: 16,890 shares; 2025Q1: 124,018 shares; 2025Q2: 158,510 shares; 2025Q3: 222,089 shares; 2025Q4: 284,739 shares 284,739 $23.8M 0.17% +62,650 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW 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: 535,726 shares 535,726 $23.6M 0.17% new 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: 339,112 shares; 2024Q4: 345,722 shares; 2025Q1: 380,146 shares; 2025Q2: 354,556 shares; 2025Q3: 199,137 shares; 2025Q4: 163,689 shares 163,689 $23.5M 0.16% -35,448 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: 143,455 shares; 2024Q4: 142,550 shares; 2025Q1: 136,720 shares; 2025Q2: 148,832 shares; 2025Q3: 127,334 shares; 2025Q4: 130,792 shares 130,792 $23.2M 0.16% +3,458 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: 24,794 shares; 2024Q4: 22,487 shares; 2025Q1: 23,717 shares; 2025Q2: 21,787 shares; 2025Q3: 135,294 shares; 2025Q4: 210,714 shares 210,714 $23.2M 0.16% +75,420 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,830 shares; 2024Q4: 231,392 shares; 2025Q1: 245,933 shares; 2025Q2: 253,403 shares; 2025Q3: 289,108 shares; 2025Q4: 329,494 shares 329,494 $23M 0.16% +40,386 Timeline VCSH 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: 13,251 shares; 2024Q4: 12,715 shares; 2025Q1: 131,078 shares; 2025Q2: 167,812 shares; 2025Q3: 285,413 shares; 2025Q4: 281,622 shares 281,622 $22.5M 0.16% -3,791 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: 239,731 shares; 2024Q4: 217,641 shares; 2025Q1: 216,341 shares; 2025Q2: 217,893 shares; 2025Q3: 233,331 shares; 2025Q4: 238,418 shares 238,418 $22.4M 0.16% +5,087 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828,581 shares; 2024Q4: 835,069 shares; 2025Q1: 834,234 shares; 2025Q2: 833,123 shares; 2025Q3: 834,728 shares; 2025Q4: 900,872 shares 900,872 $22.4M 0.16% +66,144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168,374 shares; 2025Q3: 638,518 shares; 2025Q4: 641,378 shares 641,378 $22.2M 0.16% +2,860 Timeline SPYX 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: 393,370 shares 393,370 $22.1M 0.16% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,564 shares; 2024Q4: 18,227 shares; 2025Q1: 15,794 shares; 2025Q2: 14,696 shares; 2025Q3: 314,014 shares; 2025Q4: 367,745 shares 367,745 $22M 0.15% +53,731 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: 54,994 shares; 2024Q4: 54,847 shares; 2025Q1: 48,917 shares; 2025Q2: 51,254 shares; 2025Q3: 42,196 shares; 2025Q4: 45,162 shares 45,162 $21.8M 0.15% +2,966 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: 76,527 shares; 2024Q4: 81,665 shares; 2025Q1: 82,180 shares; 2025Q2: 80,890 shares; 2025Q3: 89,007 shares; 2025Q4: 84,141 shares 84,141 $21.6M 0.15% -4,866 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: 149,817 shares; 2024Q4: 152,461 shares; 2025Q1: 150,451 shares; 2025Q2: 143,437 shares; 2025Q3: 146,240 shares; 2025Q4: 179,033 shares 179,033 $21.5M 0.15% +32,793 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: 200,267 shares; 2024Q4: 197,774 shares; 2025Q1: 201,037 shares; 2025Q2: 201,943 shares; 2025Q3: 179,315 shares; 2025Q4: 231,276 shares 231,276 $21.3M 0.15% +51,961 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6,822 shares; 2025Q1: 6,366 shares; 2025Q2: 6,429 shares; 2025Q3: 307,140 shares; 2025Q4: 430,933 shares 430,933 $21.3M 0.15% +123,793 Timeline ISTB 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: 344,315 shares; 2024Q4: 342,410 shares; 2025Q1: 362,924 shares; 2025Q2: 375,644 shares; 2025Q3: 411,167 shares; 2025Q4: 434,070 shares 434,070 $21.2M 0.15% +22,903 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191,920 shares; 2025Q4: 205,827 shares 205,827 $20.7M 0.15% +13,907 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: 215,408 shares; 2024Q4: 222,810 shares; 2025Q1: 232,352 shares; 2025Q2: 221,549 shares; 2025Q3: 132,198 shares; 2025Q4: 143,688 shares 143,688 $20.6M 0.14% +11,490 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,422 shares; 2024Q4: 628,445 shares; 2025Q1: 553,718 shares; 2025Q2: 548,406 shares; 2025Q3: 595,885 shares; 2025Q4: 606,046 shares 606,046 $20.4M 0.14% +10,161 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: 175,095 shares; 2024Q4: 168,651 shares; 2025Q1: 171,506 shares; 2025Q2: 164,172 shares; 2025Q3: 318,887 shares; 2025Q4: 354,287 shares 354,287 $20.4M 0.14% +35,400 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,134 shares; 2024Q4: 62,218 shares; 2025Q1: 58,654 shares; 2025Q2: 64,069 shares; 2025Q3: 206,765 shares; 2025Q4: 214,788 shares 214,788 $20.4M 0.14% +8,023 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 156,859 shares; 2025Q3: 565,220 shares; 2025Q4: 745,742 shares 745,742 $20.4M 0.14% +180,522 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: 625,189 shares; 2024Q4: 727,966 shares; 2025Q1: not reported; 2025Q2: 583,077 shares; 2025Q3: 627,048 shares; 2025Q4: 632,834 shares 632,834 $20.3M 0.14% +5,786 Timeline DXIV 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: not reported; 2025Q4: 310,558 shares 310,558 $20.2M 0.14% 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: 79,428 shares; 2024Q4: 79,945 shares; 2025Q1: 80,886 shares; 2025Q2: 83,087 shares; 2025Q3: 70,918 shares; 2025Q4: 72,212 shares 72,212 $20.2M 0.14% +1,294 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,673 shares; 2024Q4: 50,469 shares; 2025Q1: 45,704 shares; 2025Q2: 45,691 shares; 2025Q3: 236,772 shares; 2025Q4: 605,033 shares 605,033 $19.8M 0.14% +368,261 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,318 shares; 2024Q4: 268,284 shares; 2025Q1: 310,612 shares; 2025Q2: 335,129 shares; 2025Q3: 391,983 shares; 2025Q4: 439,525 shares 439,525 $19.8M 0.14% +47,542 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: 292,776 shares; 2024Q4: 284,611 shares; 2025Q1: 284,505 shares; 2025Q2: 277,911 shares; 2025Q3: 370,304 shares; 2025Q4: 367,739 shares 367,739 $19.8M 0.14% -2,565 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,584 shares; 2024Q4: 213,632 shares; 2025Q1: 314,771 shares; 2025Q2: 210,091 shares; 2025Q3: 177,114 shares; 2025Q4: 173,494 shares 173,494 $19.7M 0.14% -3,620 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: 74,791 shares; 2024Q4: 77,579 shares; 2025Q1: 80,743 shares; 2025Q2: 81,732 shares; 2025Q3: 73,369 shares; 2025Q4: 79,814 shares 79,814 $19.6M 0.14% +6,445 Timeline DFAR 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: 274,791 shares; 2024Q4: 273,707 shares; 2025Q1: 272,910 shares; 2025Q2: 267,811 shares; 2025Q3: 368,461 shares; 2025Q4: 852,933 shares 852,933 $19.5M 0.14% +484,472 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: 378,447 shares; 2024Q4: 346,463 shares; 2025Q1: 292,111 shares; 2025Q2: 281,313 shares; 2025Q3: 275,696 shares; 2025Q4: 277,690 shares 277,690 $19.4M 0.14% +1,994 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,180 shares; 2024Q4: 116,274 shares; 2025Q1: 186,302 shares; 2025Q2: 189,111 shares; 2025Q3: 205,053 shares; 2025Q4: 246,660 shares 246,660 $18.7M 0.13% +41,607 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,048 shares; 2025Q3: 452,795 shares; 2025Q4: 456,644 shares 456,644 $18.4M 0.13% +3,849 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,948 shares; 2024Q4: 90,349 shares; 2025Q1: 78,091 shares; 2025Q2: 79,664 shares; 2025Q3: 521,118 shares; 2025Q4: 563,052 shares 563,052 $18.3M 0.13% +41,934 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,258 shares; 2024Q4: 111,860 shares; 2025Q1: 108,716 shares; 2025Q2: 109,757 shares; 2025Q3: 221,657 shares; 2025Q4: 212,512 shares 212,512 $18.2M 0.13% -9,145 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359,759 shares 359,759 $17.7M 0.12% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,701 shares; 2024Q4: 53,098 shares; 2025Q1: 54,120 shares; 2025Q2: 60,067 shares; 2025Q3: 72,279 shares; 2025Q4: 66,446 shares 66,446 $17.6M 0.12% -5,833 Timeline BNDW 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: 192,708 shares; 2024Q4: 194,503 shares; 2025Q1: 191,502 shares; 2025Q2: 187,914 shares; 2025Q3: 193,872 shares; 2025Q4: 256,050 shares 256,050 $17.6M 0.12% +62,178 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,481 shares; 2024Q4: 196,129 shares; 2025Q1: 161,739 shares; 2025Q2: 161,625 shares; 2025Q3: 198,642 shares; 2025Q4: 294,922 shares 294,922 $17.6M 0.12% +96,280 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: 7,319 shares; 2024Q4: 7,170 shares; 2025Q1: 6,585 shares; 2025Q2: 6,225 shares; 2025Q3: 95,498 shares; 2025Q4: 117,793 shares 117,793 $17.5M 0.12% +22,295 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,433 shares; 2024Q4: 1,404 shares; 2025Q1: 2,740 shares; 2025Q2: 993 shares; 2025Q3: 7,829 shares; 2025Q4: 69,474 shares 69,474 $17.4M 0.12% +61,645 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: 121,969 shares; 2024Q4: 118,830 shares; 2025Q1: 111,733 shares; 2025Q2: 112,045 shares; 2025Q3: 98,229 shares; 2025Q4: 100,445 shares 100,445 $17.2M 0.12% +2,216 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: 51,676 shares; 2024Q4: 51,584 shares; 2025Q1: 48,120 shares; 2025Q2: 48,430 shares; 2025Q3: 52,566 shares; 2025Q4: 53,939 shares 53,939 $16.6M 0.12% +1,373 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,819 shares; 2024Q4: 321,024 shares; 2025Q1: 323,338 shares; 2025Q2: 318,745 shares; 2025Q3: 313,851 shares; 2025Q4: 340,887 shares 340,887 $16.3M 0.11% +27,036 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,333 shares; 2024Q4: 15,871 shares; 2025Q1: 16,106 shares; 2025Q2: 16,700 shares; 2025Q3: 17,809 shares; 2025Q4: 18,363 shares 18,363 $16.1M 0.11% +554 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,053 shares; 2024Q4: 594,395 shares; 2025Q1: 654,824 shares; 2025Q2: 681,404 shares; 2025Q3: 368,927 shares; 2025Q4: 447,607 shares 447,607 $16M 0.11% +78,680 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,934 shares; 2025Q4: 145,171 shares 145,171 $16M 0.11% +11,237 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,221 shares; 2024Q4: 115,318 shares; 2025Q1: 114,562 shares; 2025Q2: 111,358 shares; 2025Q3: 65,616 shares; 2025Q4: 65,534 shares 65,534 $15.8M 0.11% -82 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: 70,985 shares; 2024Q4: 73,004 shares; 2025Q1: 69,307 shares; 2025Q2: 62,724 shares; 2025Q3: 59,918 shares; 2025Q4: 71,243 shares 71,243 $15.5M 0.11% +11,325 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: 40,451 shares; 2024Q4: 41,274 shares; 2025Q1: 42,350 shares; 2025Q2: 42,713 shares; 2025Q3: 49,040 shares; 2025Q4: 49,247 shares 49,247 $15.4M 0.11% +207 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,366 shares; 2024Q4: 325,626 shares; 2025Q1: 342,462 shares; 2025Q2: 332,178 shares; 2025Q3: 359,904 shares; 2025Q4: 386,748 shares 386,748 $14.7M 0.1% +26,844 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 546,245 shares; 2025Q4: 570,304 shares 570,304 $14.7M 0.1% +24,059 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,847 shares; 2024Q4: 193,717 shares; 2025Q1: 199,361 shares; 2025Q2: 196,948 shares; 2025Q3: 144,929 shares; 2025Q4: 144,038 shares 144,038 $14.4M 0.1% -891 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: 54,475 shares; 2024Q4: 55,230 shares; 2025Q1: 53,541 shares; 2025Q2: 54,283 shares; 2025Q3: 68,586 shares; 2025Q4: 101,670 shares 101,670 $14.3M 0.1% +33,084 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,893 shares; 2024Q4: 14,906 shares; 2025Q1: 14,609 shares; 2025Q2: 14,501 shares; 2025Q3: 18,167 shares; 2025Q4: 18,697 shares 18,697 $14.1M 0.1% +530 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,049 shares; 2024Q4: 16,576 shares; 2025Q1: 16,354 shares; 2025Q2: 29,724 shares; 2025Q3: 167,514 shares; 2025Q4: 140,104 shares 140,104 $14.1M 0.1% -27,410 Timeline IGE 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: not reported; 2025Q4: 277,095 shares 277,095 $13.9M 0.1% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,924 shares; 2024Q4: 28,582 shares; 2025Q1: 31,097 shares; 2025Q2: 32,505 shares; 2025Q3: 28,095 shares; 2025Q4: 29,535 shares 29,535 $13.8M 0.1% +1,440 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 9 shares; 2025Q2: 10 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $13.8M 0.1% 0 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: 38,438 shares; 2025Q3: 205,662 shares; 2025Q4: 218,880 shares 218,880 $13.8M 0.1% +13,218 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,338 shares; 2024Q4: 41,799 shares; 2025Q1: 75,767 shares; 2025Q2: 81,645 shares; 2025Q3: 186,055 shares; 2025Q4: 138,106 shares 138,106 $13.7M 0.1% -47,949 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: 37,109 shares; 2024Q4: 38,949 shares; 2025Q1: 37,109 shares; 2025Q2: 37,720 shares; 2025Q3: 40,776 shares; 2025Q4: 93,624 shares 93,624 $13.5M 0.09% +52,848 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: 80,767 shares; 2024Q4: 71,661 shares; 2025Q1: 84,167 shares; 2025Q2: 88,426 shares; 2025Q3: 98,937 shares; 2025Q4: 103,759 shares 103,759 $13.4M 0.09% +4,822 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: 146,051 shares; 2024Q4: 136,770 shares; 2025Q1: 142,917 shares; 2025Q2: 132,727 shares; 2025Q3: 163,948 shares; 2025Q4: 165,229 shares 165,229 $13.3M 0.09% +1,281 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: 408,460 shares; 2024Q4: 452,222 shares; 2025Q1: 459,490 shares; 2025Q2: 468,791 shares; 2025Q3: 501,531 shares; 2025Q4: 543,836 shares 543,836 $13.2M 0.09% +42,305 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,377 shares; 2024Q4: 16,751 shares; 2025Q1: 62,226 shares; 2025Q2: 62,691 shares; 2025Q3: 67,780 shares; 2025Q4: 71,574 shares 71,574 $13M 0.09% +3,794 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,088 shares; 2024Q4: 40,230 shares; 2025Q1: 41,067 shares; 2025Q2: 43,553 shares; 2025Q3: 44,684 shares; 2025Q4: 45,083 shares 45,083 $12.8M 0.09% +399 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: 13,363 shares; 2024Q4: 12,416 shares; 2025Q1: 13,697 shares; 2025Q2: 14,279 shares; 2025Q3: 13,140 shares; 2025Q4: 135,740 shares 135,740 $12.7M 0.09% +122,600 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,808 shares; 2024Q4: 73,071 shares; 2025Q1: 77,323 shares; 2025Q2: 83,182 shares; 2025Q3: 120,851 shares; 2025Q4: 129,547 shares 129,547 $12.7M 0.09% +8,696 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: 239,284 shares; 2024Q4: 231,047 shares; 2025Q1: 99,690 shares; 2025Q2: 121,499 shares; 2025Q3: 130,341 shares; 2025Q4: 282,847 shares 282,847 $12.6M 0.09% +152,506 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,575 shares; 2024Q4: 166,925 shares; 2025Q1: 164,051 shares; 2025Q2: 171,129 shares; 2025Q3: 185,768 shares; 2025Q4: 196,302 shares 196,302 $12.6M 0.09% +10,534 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: 64,644 shares; 2024Q4: 64,091 shares; 2025Q1: 64,139 shares; 2025Q2: 63,821 shares; 2025Q3: 264,136 shares; 2025Q4: 603,192 shares 603,192 $12.6M 0.09% +339,056 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,698 shares; 2024Q4: 435,324 shares; 2025Q1: 495,960 shares; 2025Q2: 407,895 shares; 2025Q3: 475,462 shares; 2025Q4: 456,905 shares 456,905 $12.6M 0.09% -18,557 Timeline DFSU 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: 268,479 shares; 2025Q4: 288,113 shares 288,113 $12.5M 0.09% +19,634 Timeline VMBS 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: 8,398 shares; 2024Q4: 8,345 shares; 2025Q1: 8,057 shares; 2025Q2: 8,029 shares; 2025Q3: 9,090 shares; 2025Q4: 265,076 shares 265,076 $12.5M 0.09% +255,986 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: 13,622 shares; 2024Q4: 12,765 shares; 2025Q1: 13,007 shares; 2025Q2: 13,288 shares; 2025Q3: 14,378 shares; 2025Q4: 15,174 shares 15,174 $12.4M 0.09% +796 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,062 shares; 2024Q4: 487,466 shares; 2025Q1: 561,401 shares; 2025Q2: 570,665 shares; 2025Q3: 449,533 shares; 2025Q4: 493,147 shares 493,147 $12.4M 0.09% +43,614 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,798 shares; 2024Q4: 295,767 shares; 2025Q1: 317,080 shares; 2025Q2: 326,621 shares; 2025Q3: 378,858 shares; 2025Q4: 391,491 shares 391,491 $12.4M 0.09% +12,633 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,587 shares; 2025Q1: 153,622 shares; 2025Q2: 163,121 shares; 2025Q3: 146,139 shares; 2025Q4: 144,791 shares 144,791 $12.4M 0.09% -1,348 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,420 shares; 2024Q4: 12,857 shares; 2025Q1: 13,365 shares; 2025Q2: 13,481 shares; 2025Q3: 12,448 shares; 2025Q4: 13,878 shares 13,878 $12.2M 0.09% +1,430 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,940 shares; 2024Q4: 84,074 shares; 2025Q1: 82,770 shares; 2025Q2: 82,690 shares; 2025Q3: 87,085 shares; 2025Q4: 90,741 shares 90,741 $12M 0.08% +3,656 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,943 shares; 2024Q4: 479,412 shares; 2025Q1: 383,065 shares; 2025Q2: 345,990 shares; 2025Q3: 373,684 shares; 2025Q4: 370,177 shares 370,177 $11.9M 0.08% -3,507 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,451 shares; 2025Q1: 127,436 shares; 2025Q2: 170,723 shares; 2025Q3: 190,092 shares; 2025Q4: 183,289 shares 183,289 $11.9M 0.08% -6,803 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS 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: 2,072,584 shares; 2025Q4: 2,177,402 shares 2,177,402 $11.8M 0.08% +104,818 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,966 shares; 2024Q4: 16,132 shares; 2025Q1: 18,445 shares; 2025Q2: 19,530 shares; 2025Q3: 19,634 shares; 2025Q4: 19,501 shares 19,501 $11.8M 0.08% -133 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: 94,233 shares; 2024Q4: 95,018 shares; 2025Q1: 95,707 shares; 2025Q2: 94,912 shares; 2025Q3: 91,895 shares; 2025Q4: 82,732 shares 82,732 $11.7M 0.08% -9,163 Timeline VTC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,163 shares 150,163 $11.7M 0.08% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428,526 shares; 2025Q4: 449,976 shares 449,976 $11.6M 0.08% +21,450 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,878 shares; 2024Q4: 111,096 shares; 2025Q1: 106,843 shares; 2025Q2: 105,749 shares; 2025Q3: 126,797 shares; 2025Q4: 161,688 shares 161,688 $11.6M 0.08% +34,891 Timeline VTHR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,542 shares 38,542 $11.6M 0.08% new Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 282,691 shares; 2025Q4: 276,741 shares 276,741 $11.5M 0.08% -5,950 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: 115,893 shares; 2024Q4: 130,108 shares; 2025Q1: 153,491 shares; 2025Q2: 171,849 shares; 2025Q3: 108,459 shares; 2025Q4: 139,545 shares 139,545 $11.4M 0.08% +31,086 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,091 shares; 2024Q4: 40,857 shares; 2025Q1: 62,820 shares; 2025Q2: 64,686 shares; 2025Q3: 80,436 shares; 2025Q4: 111,407 shares 111,407 $11.4M 0.08% +30,971 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: 71,044 shares; 2024Q4: 69,340 shares; 2025Q1: 66,587 shares; 2025Q2: 67,461 shares; 2025Q3: 54,485 shares; 2025Q4: 57,748 shares 57,748 $11.3M 0.08% +3,263 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 245,958 shares; 2025Q4: 243,919 shares 243,919 $11.3M 0.08% -2,039 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: 13,784 shares; 2024Q4: 13,821 shares; 2025Q1: 13,759 shares; 2025Q2: 13,902 shares; 2025Q3: 17,836 shares; 2025Q4: 78,499 shares 78,499 $11.3M 0.08% +60,663 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 77,863 shares; 2025Q2: 76,324 shares; 2025Q3: 88,957 shares; 2025Q4: 91,284 shares 91,284 $11.2M 0.08% +2,327 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: 35,304 shares; 2024Q4: 30,707 shares; 2025Q1: 33,367 shares; 2025Q2: 33,363 shares; 2025Q3: 19,527 shares; 2025Q4: 19,356 shares 19,356 $11.2M 0.08% -171 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: 13,211 shares; 2024Q4: 14,792 shares; 2025Q1: 15,270 shares; 2025Q2: 15,529 shares; 2025Q3: 51,692 shares; 2025Q4: 61,145 shares 61,145 $11.1M 0.08% +9,453 Timeline SMLF 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: 155,216 shares; 2025Q4: 147,867 shares 147,867 $11.1M 0.08% -7,349 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,100 shares; 2024Q4: 58,163 shares; 2025Q1: 63,152 shares; 2025Q2: 68,510 shares; 2025Q3: 78,612 shares; 2025Q4: 91,143 shares 91,143 $11M 0.08% +12,531 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,835 shares; 2024Q4: 164,278 shares; 2025Q1: 163,856 shares; 2025Q2: 167,931 shares; 2025Q3: 172,825 shares; 2025Q4: 181,974 shares 181,974 $10.9M 0.08% +9,149 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 354,087 shares; 2025Q4: 377,726 shares 377,726 $10.9M 0.08% +23,639 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,805 shares; 2024Q4: 45,742 shares; 2025Q1: 69,969 shares; 2025Q2: 73,790 shares; 2025Q3: 62,987 shares; 2025Q4: 66,412 shares 66,412 $10.8M 0.08% +3,425 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,817 shares; 2024Q4: 149,094 shares; 2025Q1: 29,808 shares; 2025Q2: 30,474 shares; 2025Q3: 101,455 shares; 2025Q4: 150,166 shares 150,166 $10.7M 0.08% +48,711 Timeline MDLV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,888 shares; 2024Q4: 189,575 shares; 2025Q1: 235,639 shares; 2025Q2: 265,592 shares; 2025Q3: 360,651 shares; 2025Q4: 377,970 shares 377,970 $10.7M 0.08% +17,319 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: 294,318 shares; 2024Q4: 328,567 shares; 2025Q1: 352,459 shares; 2025Q2: 360,844 shares; 2025Q3: 391,244 shares; 2025Q4: 437,357 shares 437,357 $10.6M 0.07% +46,113 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: 119,718 shares; 2024Q4: 130,687 shares; 2025Q1: 126,930 shares; 2025Q2: 115,876 shares; 2025Q3: 105,108 shares; 2025Q4: 116,009 shares 116,009 $10.6M 0.07% +10,901 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: 66,008 shares; 2025Q1: 76,570 shares; 2025Q2: 70,239 shares; 2025Q3: 49,763 shares; 2025Q4: 61,893 shares 61,893 $10.6M 0.07% +12,130 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,593 shares; 2024Q4: 111,235 shares; 2025Q1: 111,164 shares; 2025Q2: 120,317 shares; 2025Q3: 121,965 shares; 2025Q4: 120,774 shares 120,774 $10.4M 0.07% -1,191 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,400 shares; 2024Q4: 255,431 shares; 2025Q1: 229,285 shares; 2025Q2: 262,425 shares; 2025Q3: 232,395 shares; 2025Q4: 248,892 shares 248,892 $10.4M 0.07% +16,497 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: 55,912 shares; 2024Q4: 56,953 shares; 2025Q1: 52,954 shares; 2025Q2: 52,442 shares; 2025Q3: 70,239 shares; 2025Q4: 59,923 shares 59,923 $10.4M 0.07% -10,316 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: 31,942 shares; 2024Q4: 34,781 shares; 2025Q1: 32,948 shares; 2025Q2: 35,272 shares; 2025Q3: 42,393 shares; 2025Q4: 42,892 shares 42,892 $10.4M 0.07% +499 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,904 shares; 2024Q4: 42,550 shares; 2025Q1: 41,766 shares; 2025Q2: 37,278 shares; 2025Q3: 60,367 shares; 2025Q4: 125,796 shares 125,796 $10.4M 0.07% +65,429 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: 38,281 shares; 2024Q4: 30,599 shares; 2025Q1: 38,673 shares; 2025Q2: 37,814 shares; 2025Q3: 42,877 shares; 2025Q4: 93,457 shares 93,457 $10.3M 0.07% +50,580 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: 72,453 shares; 2025Q4: 106,999 shares 106,999 $10.3M 0.07% +34,546 Timeline IUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,880 shares; 2025Q4: 179,390 shares 179,390 $10.3M 0.07% +27,510 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,014 shares; 2024Q4: 37,272 shares; 2025Q1: 35,344 shares; 2025Q2: 35,883 shares; 2025Q3: 32,452 shares; 2025Q4: 83,050 shares 83,050 $10.2M 0.07% +50,598 Timeline ESGE 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: 60,021 shares; 2024Q4: 58,044 shares; 2025Q1: 48,332 shares; 2025Q2: 50,465 shares; 2025Q3: 205,298 shares; 2025Q4: 230,077 shares 230,077 $10.2M 0.07% +24,779 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,904 shares; 2024Q4: 82,697 shares; 2025Q1: 76,891 shares; 2025Q2: 70,617 shares; 2025Q3: 63,109 shares; 2025Q4: 59,756 shares 59,756 $10.1M 0.07% -3,353 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 4,657 shares; 2025Q1: 47,425 shares; 2025Q2: 43,850 shares; 2025Q3: 48,734 shares; 2025Q4: 105,368 shares 105,368 $9.99M 0.07% +56,634 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,775 shares; 2024Q4: 37,186 shares; 2025Q1: 39,233 shares; 2025Q2: 36,736 shares; 2025Q3: 35,874 shares; 2025Q4: 36,114 shares 36,114 $9.94M 0.07% +240 Timeline IGRO 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: 76,900 shares; 2024Q4: 76,433 shares; 2025Q1: 76,186 shares; 2025Q2: 85,819 shares; 2025Q3: 104,640 shares; 2025Q4: 119,943 shares 119,943 $9.93M 0.07% +15,303 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,328 shares; 2024Q4: 72,466 shares; 2025Q1: 70,944 shares; 2025Q2: 71,166 shares; 2025Q3: 81,332 shares; 2025Q4: 84,431 shares 84,431 $9.85M 0.07% +3,099 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,393 shares; 2024Q4: 271,671 shares; 2025Q1: 341,258 shares; 2025Q2: 366,022 shares; 2025Q3: 415,807 shares; 2025Q4: 407,290 shares 407,290 $9.78M 0.07% -8,517 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,621 shares; 2024Q4: 207,321 shares; 2025Q1: 208,900 shares; 2025Q2: 199,160 shares; 2025Q3: 174,030 shares; 2025Q4: 181,135 shares 181,135 $9.77M 0.07% +7,105 Timeline VGLT 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: 794,880 shares; 2024Q4: 483,346 shares; 2025Q1: 365,856 shares; 2025Q2: 289,163 shares; 2025Q3: 174,166 shares; 2025Q4: 174,485 shares 174,485 $9.74M 0.07% +319 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF 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: 12,702 shares; 2025Q2: 171,393 shares; 2025Q3: 182,900 shares; 2025Q4: 185,145 shares 185,145 $9.7M 0.07% +2,245 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,332 shares; 2024Q4: 158,723 shares; 2025Q1: 159,405 shares; 2025Q2: 154,034 shares; 2025Q3: 195,057 shares; 2025Q4: 209,651 shares 209,651 $9.66M 0.07% +14,594 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,843 shares; 2024Q4: 35,121 shares; 2025Q1: 49,426 shares; 2025Q2: 53,771 shares; 2025Q3: 63,770 shares; 2025Q4: 193,864 shares 193,864 $9.63M 0.07% +130,094 Timeline DFIS 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: 246,335 shares; 2024Q4: 250,276 shares; 2025Q1: 257,869 shares; 2025Q2: 255,932 shares; 2025Q3: 282,891 shares; 2025Q4: 290,129 shares 290,129 $9.56M 0.07% +7,238 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,102 shares; 2025Q1: 13,518 shares; 2025Q2: 13,628 shares; 2025Q3: 103,939 shares; 2025Q4: 121,017 shares 121,017 $9.42M 0.07% +17,078 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: 92,665 shares; 2024Q4: 90,512 shares; 2025Q1: 88,264 shares; 2025Q2: 85,208 shares; 2025Q3: 83,002 shares; 2025Q4: 80,115 shares 80,115 $9.42M 0.07% -2,887 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,101 shares; 2024Q4: 19,676 shares; 2025Q1: 19,515 shares; 2025Q2: 19,467 shares; 2025Q3: 12,211 shares; 2025Q4: 12,064 shares 12,064 $9.31M 0.07% -147 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,958 shares; 2024Q4: 43,841 shares; 2025Q1: 58,467 shares; 2025Q2: 61,105 shares; 2025Q3: 63,781 shares; 2025Q4: 66,582 shares 66,582 $9.18M 0.06% +2,801 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: 59,757 shares; 2024Q4: 54,676 shares; 2025Q1: 54,997 shares; 2025Q2: 56,316 shares; 2025Q3: 93,805 shares; 2025Q4: 113,381 shares 113,381 $9.1M 0.06% +19,576 Timeline PPA 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: 59,257 shares; 2024Q4: 55,527 shares; 2025Q1: 60,113 shares; 2025Q2: 57,147 shares; 2025Q3: 56,189 shares; 2025Q4: 57,776 shares 57,776 $9.05M 0.06% +1,587 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 61,025 shares; 2025Q3: 249,567 shares; 2025Q4: 279,944 shares 279,944 $8.94M 0.06% +30,377 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: 5,684 shares; 2024Q4: 6,138 shares; 2025Q1: 6,138 shares; 2025Q2: 6,138 shares; 2025Q3: 5,224 shares; 2025Q4: 78,283 shares 78,283 $8.9M 0.06% +73,059 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,385 shares; 2024Q4: 17,634 shares; 2025Q1: 17,651 shares; 2025Q2: 18,649 shares; 2025Q3: 17,730 shares; 2025Q4: 18,299 shares 18,299 $8.79M 0.06% +569 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: 16,889 shares; 2024Q4: 14,874 shares; 2025Q1: 17,475 shares; 2025Q2: 17,726 shares; 2025Q3: 20,643 shares; 2025Q4: 28,808 shares 28,808 $8.75M 0.06% +8,165 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 180,454 shares; 2025Q2: 189,213 shares; 2025Q3: 232,100 shares; 2025Q4: 241,918 shares 241,918 $8.75M 0.06% +9,818 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: 215,844 shares; 2024Q4: 421,946 shares; 2025Q1: 417,685 shares; 2025Q2: 415,409 shares; 2025Q3: 393,138 shares; 2025Q4: 374,237 shares 374,237 $8.75M 0.06% -18,901 Timeline IBB 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: 52,725 shares; 2024Q4: 45,719 shares; 2025Q1: 50,075 shares; 2025Q2: 41,341 shares; 2025Q3: 41,199 shares; 2025Q4: 51,744 shares 51,744 $8.73M 0.06% +10,545 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,166 shares; 2024Q4: 7,097 shares; 2025Q1: 7,429 shares; 2025Q2: 7,170 shares; 2025Q3: 14,831 shares; 2025Q4: 15,233 shares 15,233 $8.69M 0.06% +402 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,492 shares; 2024Q4: 4,492 shares; 2025Q1: 3,621 shares; 2025Q2: 33,311 shares; 2025Q3: 82,845 shares; 2025Q4: 85,411 shares 85,411 $8.68M 0.06% +2,566 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: 153,904 shares; 2024Q4: 160,881 shares; 2025Q1: 161,892 shares; 2025Q2: 148,771 shares; 2025Q3: 103,616 shares; 2025Q4: 116,400 shares 116,400 $8.56M 0.06% +12,784 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,520 shares; 2024Q4: 275,202 shares; 2025Q1: 298,607 shares; 2025Q2: 236,607 shares; 2025Q3: 194,151 shares; 2025Q4: 116,395 shares 116,395 $8.56M 0.06% -77,756 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,629 shares; 2024Q4: 9,178 shares; 2025Q1: 9,404 shares; 2025Q2: 8,726 shares; 2025Q3: 10,036 shares; 2025Q4: 29,583 shares 29,583 $8.52M 0.06% +19,547 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,310 shares; 2024Q4: 146,040 shares; 2025Q1: 143,183 shares; 2025Q2: 117,168 shares; 2025Q3: 91,895 shares; 2025Q4: 84,549 shares 84,549 $8.44M 0.06% -7,346 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,735 shares; 2024Q4: 58,922 shares; 2025Q1: 69,710 shares; 2025Q2: 74,974 shares; 2025Q3: 82,526 shares; 2025Q4: 97,190 shares 97,190 $8.4M 0.06% +14,664 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 2,382 shares; 2025Q1: 37,603 shares; 2025Q2: 39,513 shares; 2025Q3: 48,446 shares; 2025Q4: 51,367 shares 51,367 $8.39M 0.06% +2,921 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,618 shares; 2024Q4: 50,017 shares; 2025Q1: 50,026 shares; 2025Q2: 45,863 shares; 2025Q3: 43,433 shares; 2025Q4: 40,406 shares 40,406 $8.38M 0.06% -3,027 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,262 shares; 2024Q4: 165,694 shares; 2025Q1: 192,316 shares; 2025Q2: 172,676 shares; 2025Q3: 187,635 shares; 2025Q4: 193,509 shares 193,509 $8.37M 0.06% +5,874 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343,004 shares; 2025Q4: 349,373 shares 349,373 $8.27M 0.06% +6,369 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,501 shares; 2024Q4: 181,283 shares; 2025Q1: 169,537 shares; 2025Q2: 179,868 shares; 2025Q3: 185,009 shares; 2025Q4: 188,215 shares 188,215 $8.23M 0.06% +3,206 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,605 shares; 2024Q4: 52,626 shares; 2025Q1: 70,134 shares; 2025Q2: 69,874 shares; 2025Q3: 82,586 shares; 2025Q4: 76,519 shares 76,519 $8.19M 0.06% -6,067 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,296 shares; 2025Q4: 203,223 shares 203,223 $8.18M 0.06% +128,927 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: 29,629 shares; 2024Q4: 29,237 shares; 2025Q1: 27,213 shares; 2025Q2: 25,576 shares; 2025Q3: 37,343 shares; 2025Q4: 36,983 shares 36,983 $8.13M 0.06% -360 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,125 shares; 2024Q4: 205,076 shares; 2025Q1: 205,286 shares; 2025Q2: 205,419 shares; 2025Q3: 204,253 shares; 2025Q4: 205,984 shares 205,984 $8.11M 0.06% +1,731 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,126 shares; 2024Q4: 189,060 shares; 2025Q1: 186,869 shares; 2025Q2: 191,275 shares; 2025Q3: 206,484 shares; 2025Q4: 138,197 shares 138,197 $8.07M 0.06% -68,287 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: 219,023 shares; 2024Q4: 253,224 shares; 2025Q1: 281,145 shares; 2025Q2: 280,485 shares; 2025Q3: 289,108 shares; 2025Q4: 310,625 shares 310,625 $7.91M 0.06% +21,517 Timeline SCZ 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: 32,479 shares; 2024Q4: 28,669 shares; 2025Q1: 21,611 shares; 2025Q2: 20,918 shares; 2025Q3: 78,708 shares; 2025Q4: 100,790 shares 100,790 $7.81M 0.05% +22,082 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: 33,423 shares; 2024Q4: 33,855 shares; 2025Q1: 33,574 shares; 2025Q2: 33,723 shares; 2025Q3: 57,007 shares; 2025Q4: 56,049 shares 56,049 $7.8M 0.05% -958 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: 15,665 shares; 2024Q4: 14,721 shares; 2025Q1: 20,202 shares; 2025Q2: 22,144 shares; 2025Q3: 26,082 shares; 2025Q4: 48,115 shares 48,115 $7.75M 0.05% +22,033 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,084 shares; 2024Q4: 17,983 shares; 2025Q1: 17,868 shares; 2025Q2: 17,854 shares; 2025Q3: 16,154 shares; 2025Q4: 16,567 shares 16,567 $7.72M 0.05% +413 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,664 shares; 2024Q4: 185,283 shares; 2025Q1: 202,824 shares; 2025Q2: 194,440 shares; 2025Q3: 160,414 shares; 2025Q4: 176,952 shares 176,952 $7.68M 0.05% +16,538 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,629 shares; 2024Q4: 205,869 shares; 2025Q1: 186,556 shares; 2025Q2: 168,719 shares; 2025Q3: 148,984 shares; 2025Q4: 172,787 shares 172,787 $7.59M 0.05% +23,803 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,677 shares; 2024Q4: 209,964 shares; 2025Q1: 208,643 shares; 2025Q2: 208,378 shares; 2025Q3: 200,519 shares; 2025Q4: 200,344 shares 200,344 $7.59M 0.05% -175 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: 32,264 shares; 2024Q4: 29,910 shares; 2025Q1: 40,855 shares; 2025Q2: 28,407 shares; 2025Q3: 21,923 shares; 2025Q4: 28,220 shares 28,220 $7.57M 0.05% +6,297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,464 shares; 2025Q3: 106,231 shares; 2025Q4: 173,436 shares 173,436 $7.57M 0.05% +67,205 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,976 shares; 2024Q4: 114,907 shares; 2025Q1: 169,610 shares; 2025Q2: 176,457 shares; 2025Q3: 159,522 shares; 2025Q4: 160,745 shares 160,745 $7.56M 0.05% +1,223 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,540 shares; 2024Q4: 44,626 shares; 2025Q1: 54,340 shares; 2025Q2: 56,860 shares; 2025Q3: 61,717 shares; 2025Q4: 57,713 shares 57,713 $7.53M 0.05% -4,004 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,886 shares; 2024Q4: 283,217 shares; 2025Q1: 290,528 shares; 2025Q2: 283,394 shares; 2025Q3: 308,787 shares; 2025Q4: 309,784 shares 309,784 $7.51M 0.05% +997 Timeline IYG 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: 69,885 shares; 2024Q4: 65,696 shares; 2025Q1: 70,113 shares; 2025Q2: 65,026 shares; 2025Q3: 53,498 shares; 2025Q4: 80,632 shares 80,632 $7.44M 0.05% +27,134 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,962 shares; 2024Q4: 16,138 shares; 2025Q1: 15,836 shares; 2025Q2: 16,080 shares; 2025Q3: 16,972 shares; 2025Q4: 16,658 shares 16,658 $7.43M 0.05% -314 CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,864 shares; 2024Q4: 121,425 shares; 2025Q1: 134,676 shares; 2025Q2: 136,027 shares; 2025Q3: 146,584 shares; 2025Q4: 92,818 shares 92,818 $7.33M 0.05% -53,766 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284,137 shares 284,137 $7.24M 0.05% new 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: 34,815 shares; 2024Q4: 33,578 shares; 2025Q1: 33,032 shares; 2025Q2: 32,771 shares; 2025Q3: 13,381 shares; 2025Q4: 20,503 shares 20,503 $7.21M 0.05% +7,122 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,286 shares; 2024Q4: 22,988 shares; 2025Q1: 68,035 shares; 2025Q2: 65,961 shares; 2025Q3: 114,438 shares; 2025Q4: 52,783 shares 52,783 $7.16M 0.05% -61,655 Timeline JEPQ 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: 49,185 shares; 2024Q4: 53,827 shares; 2025Q1: 82,441 shares; 2025Q2: 99,433 shares; 2025Q3: 120,068 shares; 2025Q4: 121,394 shares 121,394 $7.06M 0.05% +1,326 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: 74,717 shares; 2024Q4: 75,112 shares; 2025Q1: 74,249 shares; 2025Q2: 84,096 shares; 2025Q3: 60,858 shares; 2025Q4: 128,804 shares 128,804 $7.05M 0.05% +67,946 Timeline CMTL COMTECH TELECOMMUNICATIONS C More: the full row for COMTECH TELECOMMUNICATIONS C 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: 1,568,203 shares; 2025Q4: 1,317,530 shares 1,317,530 $6.97M 0.05% -250,673 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: 7,113 shares; 2024Q4: 5,963 shares; 2025Q1: 5,846 shares; 2025Q2: 5,762 shares; 2025Q3: 58,109 shares; 2025Q4: 58,650 shares 58,650 $6.96M 0.05% +541 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,744 shares; 2024Q4: 52,159 shares; 2025Q1: 52,135 shares; 2025Q2: 52,195 shares; 2025Q3: 52,417 shares; 2025Q4: 52,635 shares 52,635 $6.83M 0.05% +218 Timeline XLI 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: 40,710 shares; 2024Q4: 45,464 shares; 2025Q1: 30,686 shares; 2025Q2: 47,011 shares; 2025Q3: 40,274 shares; 2025Q4: 43,081 shares 43,081 $6.68M 0.05% +2,807 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: 92,662 shares; 2024Q4: 57,499 shares; 2025Q1: 93,046 shares; 2025Q2: 57,003 shares; 2025Q3: 61,469 shares; 2025Q4: 62,601 shares 62,601 $6.68M 0.05% +1,132 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: 11,036 shares; 2024Q4: 11,028 shares; 2025Q1: 10,650 shares; 2025Q2: 9,702 shares; 2025Q3: 9,445 shares; 2025Q4: 10,207 shares 10,207 $6.67M 0.05% +762 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: 131,059 shares; 2024Q4: 122,631 shares; 2025Q1: 105,297 shares; 2025Q2: 111,153 shares; 2025Q3: 78,002 shares; 2025Q4: 115,794 shares 115,794 $6.65M 0.05% +37,792 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,208 shares; 2024Q4: 21,677 shares; 2025Q1: 20,267 shares; 2025Q2: 18,890 shares; 2025Q3: 21,903 shares; 2025Q4: 22,854 shares 22,854 $6.63M 0.05% +951 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: 85,559 shares; 2024Q4: 83,002 shares; 2025Q1: 79,190 shares; 2025Q2: 76,200 shares; 2025Q3: 33,547 shares; 2025Q4: 31,695 shares 31,695 $6.63M 0.05% -1,852 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: 174,884 shares; 2024Q4: 179,895 shares; 2025Q1: 169,012 shares; 2025Q2: 172,420 shares; 2025Q3: 195,808 shares; 2025Q4: 202,059 shares 202,059 $6.62M 0.05% +6,251 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: 87,503 shares; 2024Q4: 86,590 shares; 2025Q1: 86,588 shares; 2025Q2: 88,649 shares; 2025Q3: 74,291 shares; 2025Q4: 75,477 shares 75,477 $6.58M 0.05% +1,186 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,990 shares; 2024Q4: 167,609 shares; 2025Q1: 162,594 shares; 2025Q2: 159,051 shares; 2025Q3: 186,591 shares; 2025Q4: 160,662 shares 160,662 $6.54M 0.05% -25,929 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,710 shares; 2024Q4: 28,913 shares; 2025Q1: 28,297 shares; 2025Q2: 28,110 shares; 2025Q3: 28,909 shares; 2025Q4: 29,215 shares 29,215 $6.49M 0.05% +306 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,009 shares; 2024Q4: 166,924 shares; 2025Q1: 161,221 shares; 2025Q2: 161,235 shares; 2025Q3: 128,746 shares; 2025Q4: 125,650 shares 125,650 $6.48M 0.05% -3,096 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: 20,321 shares; 2024Q4: 17,778 shares; 2025Q1: 17,785 shares; 2025Q2: 17,907 shares; 2025Q3: 33,214 shares; 2025Q4: 32,446 shares 32,446 $6.44M 0.05% -768 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: 84,706 shares; 2024Q4: 91,046 shares; 2025Q1: 69,228 shares; 2025Q2: 88,262 shares; 2025Q3: 73,301 shares; 2025Q4: 150,501 shares 150,501 $6.42M 0.05% +77,200 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,166 shares; 2024Q4: 61,600 shares; 2025Q1: 62,113 shares; 2025Q2: 62,768 shares; 2025Q3: 59,845 shares; 2025Q4: 59,474 shares 59,474 $6.34M 0.04% -371 Timeline ISHG 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: 59,295 shares; 2025Q4: 84,162 shares 84,162 $6.33M 0.04% +24,867 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,904 shares; 2024Q4: 29,991 shares; 2025Q1: 28,044 shares; 2025Q2: 25,751 shares; 2025Q3: 18,321 shares; 2025Q4: 17,122 shares 17,122 $6.17M 0.04% -1,199 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,285 shares; 2024Q4: 153,123 shares; 2025Q1: 140,226 shares; 2025Q2: 139,271 shares; 2025Q3: 150,570 shares; 2025Q4: 157,154 shares 157,154 $6.14M 0.04% +6,584 Timeline IGOV 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: 16,258 shares; 2025Q4: 147,020 shares 147,020 $6.12M 0.04% +130,762 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,996 shares; 2024Q4: 16,203 shares; 2025Q1: 16,225 shares; 2025Q2: 16,029 shares; 2025Q3: 13,284 shares; 2025Q4: 13,502 shares 13,502 $6.12M 0.04% +218 Timeline XME 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: 32,133 shares; 2025Q4: 58,993 shares 58,993 $6.11M 0.04% +26,860 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: 6,495 shares; 2024Q4: 6,732 shares; 2025Q1: 6,484 shares; 2025Q2: 6,543 shares; 2025Q3: 88,019 shares; 2025Q4: 89,627 shares 89,627 $6.04M 0.04% +1,608 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,782 shares; 2024Q4: 195,791 shares; 2025Q1: 199,171 shares; 2025Q2: 194,034 shares; 2025Q3: 202,898 shares; 2025Q4: 209,272 shares 209,272 $6.03M 0.04% +6,374 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,250 shares; 2024Q4: 29,289 shares; 2025Q1: 24,741 shares; 2025Q2: 26,533 shares; 2025Q3: 31,860 shares; 2025Q4: 29,682 shares 29,682 $6.02M 0.04% -2,178 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: 14,359 shares; 2024Q4: 14,245 shares; 2025Q1: 13,761 shares; 2025Q2: 13,797 shares; 2025Q3: 10,922 shares; 2025Q4: 11,793 shares 11,793 $6.02M 0.04% +871 Timeline SHM 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: 161,340 shares; 2024Q4: 127,894 shares; 2025Q1: 121,664 shares; 2025Q2: 121,136 shares; 2025Q3: 117,032 shares; 2025Q4: 125,112 shares 125,112 $6M 0.04% +8,080 Timeline IWO 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: 10,874 shares; 2024Q4: 12,500 shares; 2025Q1: 9,944 shares; 2025Q2: 10,609 shares; 2025Q3: 17,102 shares; 2025Q4: 18,573 shares 18,573 $6M 0.04% +1,471 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 311,121 shares; 2025Q4: 306,093 shares 306,093 $5.98M 0.04% -5,028 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: 16,591 shares; 2024Q4: 12,925 shares; 2025Q1: 12,432 shares; 2025Q2: 13,418 shares; 2025Q3: 19,962 shares; 2025Q4: 23,258 shares 23,258 $5.98M 0.04% +3,296 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,275 shares; 2024Q4: 188,111 shares; 2025Q1: 193,451 shares; 2025Q2: 195,894 shares; 2025Q3: 85,584 shares; 2025Q4: 86,389 shares 86,389 $5.92M 0.04% +805 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,461 shares; 2024Q4: 149,310 shares; 2025Q1: 155,356 shares; 2025Q2: 176,841 shares; 2025Q3: 167,234 shares; 2025Q4: 150,367 shares 150,367 $5.88M 0.04% -16,867 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: 73,400 shares; 2024Q4: 90,284 shares; 2025Q1: 86,346 shares; 2025Q2: 78,558 shares; 2025Q3: 116,612 shares; 2025Q4: 122,652 shares 122,652 $5.87M 0.04% +6,040 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: 24,333 shares; 2024Q4: 20,529 shares; 2025Q1: 21,351 shares; 2025Q2: 19,615 shares; 2025Q3: 15,810 shares; 2025Q4: 20,548 shares 20,548 $5.86M 0.04% +4,738 Timeline ICSH 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: 5,024 shares; 2024Q4: 12,104 shares; 2025Q1: 12,104 shares; 2025Q2: 12,104 shares; 2025Q3: 95,477 shares; 2025Q4: 114,274 shares 114,274 $5.78M 0.04% +18,797 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,362 shares; 2024Q4: 90,021 shares; 2025Q1: 89,516 shares; 2025Q2: 88,041 shares; 2025Q3: 91,380 shares; 2025Q4: 60,695 shares 60,695 $5.78M 0.04% -30,685 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: 94,647 shares; 2024Q4: 85,840 shares; 2025Q1: 124,773 shares; 2025Q2: 87,858 shares; 2025Q3: 65,400 shares; 2025Q4: 68,155 shares 68,155 $5.74M 0.04% +2,755 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,557 shares; 2024Q4: 30,170 shares; 2025Q1: 28,800 shares; 2025Q2: 26,958 shares; 2025Q3: 31,532 shares; 2025Q4: 31,696 shares 31,696 $5.66M 0.04% +164 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,217 shares; 2024Q4: 187,070 shares; 2025Q1: 183,766 shares; 2025Q2: 174,799 shares; 2025Q3: 137,857 shares; 2025Q4: 121,912 shares 121,912 $5.58M 0.04% -15,945 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: 54,030 shares; 2024Q4: 52,208 shares; 2025Q1: 48,907 shares; 2025Q2: 51,729 shares; 2025Q3: 34,803 shares; 2025Q4: 36,013 shares 36,013 $5.55M 0.04% +1,210 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,465 shares; 2024Q4: 17,670 shares; 2025Q1: 21,859 shares; 2025Q2: 29,959 shares; 2025Q3: 50,987 shares; 2025Q4: 53,780 shares 53,780 $5.5M 0.04% +2,793 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 139,230 shares; 2025Q4: 140,376 shares 140,376 $5.46M 0.04% +1,146 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,802 shares; 2024Q4: 30,376 shares; 2025Q1: 33,464 shares; 2025Q2: 31,473 shares; 2025Q3: 28,628 shares; 2025Q4: 29,492 shares 29,492 $5.46M 0.04% +864 Timeline PFF 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: 26,917 shares; 2024Q4: 21,423 shares; 2025Q1: 20,101 shares; 2025Q2: 19,318 shares; 2025Q3: 39,148 shares; 2025Q4: 175,498 shares 175,498 $5.43M 0.04% +136,350 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,773 shares; 2024Q4: 49,705 shares; 2025Q1: 48,217 shares; 2025Q2: 49,401 shares; 2025Q3: 52,918 shares; 2025Q4: 52,359 shares 52,359 $5.42M 0.04% -559 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: 325,750 shares; 2024Q4: 265,471 shares; 2025Q1: 250,446 shares; 2025Q2: 216,347 shares; 2025Q3: 155,403 shares; 2025Q4: 145,725 shares 145,725 $5.38M 0.04% -9,678 Timeline IBDU 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: 138,406 shares; 2024Q4: 161,924 shares; 2025Q1: 184,221 shares; 2025Q2: 188,990 shares; 2025Q3: 190,225 shares; 2025Q4: 229,745 shares 229,745 $5.38M 0.04% +39,520 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: 61,192 shares; 2024Q4: 54,745 shares; 2025Q1: 44,736 shares; 2025Q2: 38,204 shares; 2025Q3: 31,371 shares; 2025Q4: 34,515 shares 34,515 $5.34M 0.04% +3,144 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 46,155 shares 46,155 $5.31M 0.04% +43,150 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: 47,055 shares; 2024Q4: 39,964 shares; 2025Q1: 37,722 shares; 2025Q2: 39,496 shares; 2025Q3: 22,792 shares; 2025Q4: 22,850 shares 22,850 $5.29M 0.04% +58 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF 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: 197,925 shares 197,925 $5.28M 0.04% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,668 shares; 2024Q4: 48,403 shares; 2025Q1: 48,600 shares; 2025Q2: 60,296 shares; 2025Q3: 94,330 shares; 2025Q4: 103,103 shares 103,103 $5.27M 0.04% +8,773 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 2,538 shares; 2025Q2: 2,538 shares; 2025Q3: 3,666 shares; 2025Q4: 25,601 shares 25,601 $5.24M 0.04% +21,935 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,954 shares; 2024Q4: 134,532 shares; 2025Q1: 191,852 shares; 2025Q2: 176,143 shares; 2025Q3: 126,692 shares; 2025Q4: 128,574 shares 128,574 $5.24M 0.04% +1,882 Timeline VYMI 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: 29,633 shares; 2024Q4: 29,634 shares; 2025Q1: 35,291 shares; 2025Q2: 50,468 shares; 2025Q3: 55,265 shares; 2025Q4: 58,115 shares 58,115 $5.23M 0.04% +2,850 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,582 shares; 2024Q4: 263,590 shares; 2025Q1: 316,178 shares; 2025Q2: 332,322 shares; 2025Q3: 418,638 shares; 2025Q4: 256,932 shares 256,932 $5.2M 0.04% -161,706 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: 26,092 shares; 2024Q4: 25,810 shares; 2025Q1: 24,819 shares; 2025Q2: 25,026 shares; 2025Q3: 59,122 shares; 2025Q4: 62,664 shares 62,664 $5.17M 0.04% +3,542 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: 18,812 shares; 2024Q4: 17,936 shares; 2025Q1: 19,390 shares; 2025Q2: 21,024 shares; 2025Q3: 19,057 shares; 2025Q4: 30,619 shares 30,619 $5.14M 0.04% +11,562 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: 75,442 shares; 2024Q4: 76,486 shares; 2025Q1: 74,212 shares; 2025Q2: 80,658 shares; 2025Q3: 89,399 shares; 2025Q4: 113,357 shares 113,357 $5.12M 0.04% +23,958 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,782 shares; 2025Q4: 44,951 shares 44,951 $5.11M 0.04% +169 Timeline DFSI 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: 10,059 shares; 2024Q4: 10,059 shares; 2025Q1: 10,410 shares; 2025Q2: 6,607 shares; 2025Q3: 116,959 shares; 2025Q4: 119,350 shares 119,350 $5.11M 0.04% +2,391 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: 22,800 shares; 2024Q4: 22,496 shares; 2025Q1: 22,388 shares; 2025Q2: 17,000 shares; 2025Q3: 14,938 shares; 2025Q4: 14,604 shares 14,604 $5.11M 0.04% -334 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,653 shares; 2024Q4: 98,952 shares; 2025Q1: 132,569 shares; 2025Q2: 152,514 shares; 2025Q3: 210,015 shares; 2025Q4: 263,115 shares 263,115 $5.1M 0.04% +53,100 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,593 shares; 2024Q4: 144,407 shares; 2025Q1: 142,161 shares; 2025Q2: 151,720 shares; 2025Q3: 136,392 shares; 2025Q4: 128,639 shares 128,639 $5.09M 0.04% -7,753 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,997 shares; 2024Q4: 47,201 shares; 2025Q1: 28,575 shares; 2025Q2: 27,407 shares; 2025Q3: 27,417 shares; 2025Q4: 39,298 shares 39,298 $5.07M 0.04% +11,881 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: 16,402 shares; 2024Q4: 16,871 shares; 2025Q1: 17,255 shares; 2025Q2: 17,836 shares; 2025Q3: 13,577 shares; 2025Q4: 15,753 shares 15,753 $5.02M 0.04% +2,176 Timeline NBET NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 116,888 shares; 2025Q2: 134,182 shares; 2025Q3: 145,170 shares; 2025Q4: 152,047 shares 152,047 $4.98M 0.03% +6,877 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,840 shares 75,840 $4.96M 0.03% new 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: 45,387 shares; 2024Q4: 38,089 shares; 2025Q1: 35,094 shares; 2025Q2: 35,456 shares; 2025Q3: 30,313 shares; 2025Q4: 32,167 shares 32,167 $4.94M 0.03% +1,854 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 9,312 shares; 2025Q1: 9,641 shares; 2025Q2: 9,649 shares; 2025Q3: 10,863 shares; 2025Q4: 26,389 shares 26,389 $4.88M 0.03% +15,526 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: 26,917 shares; 2024Q4: 25,706 shares; 2025Q1: 25,197 shares; 2025Q2: 24,473 shares; 2025Q3: 13,317 shares; 2025Q4: 15,598 shares 15,598 $4.84M 0.03% +2,281 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,164 shares; 2024Q4: 101,270 shares; 2025Q1: 101,270 shares; 2025Q2: 101,207 shares; 2025Q3: 100,282 shares; 2025Q4: 100,435 shares 100,435 $4.84M 0.03% +153 Timeline VIGI 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: 7,040 shares; 2024Q4: 6,907 shares; 2025Q1: 6,266 shares; 2025Q2: 6,781 shares; 2025Q3: 28,081 shares; 2025Q4: 52,730 shares 52,730 $4.82M 0.03% +24,649 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,694 shares; 2024Q4: 148,133 shares; 2025Q1: 134,894 shares; 2025Q2: 124,652 shares; 2025Q3: 104,412 shares; 2025Q4: 92,761 shares 92,761 $4.81M 0.03% -11,651 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: 23,598 shares; 2024Q4: 23,819 shares; 2025Q1: 22,324 shares; 2025Q2: 29,801 shares; 2025Q3: 34,433 shares; 2025Q4: 34,825 shares 34,825 $4.77M 0.03% +392 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: 7,220 shares; 2024Q4: 4,874 shares; 2025Q1: 68,705 shares; 2025Q2: 71,269 shares; 2025Q3: 75,676 shares; 2025Q4: 70,983 shares 70,983 $4.72M 0.03% -4,693 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 24,762 shares; 2025Q4: 25,278 shares 25,278 $4.67M 0.03% +516 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,682 shares; 2025Q4: 158,990 shares 158,990 $4.66M 0.03% +3,308 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: 65,894 shares; 2024Q4: 64,488 shares; 2025Q1: 63,945 shares; 2025Q2: 62,720 shares; 2025Q3: 44,626 shares; 2025Q4: 49,692 shares 49,692 $4.65M 0.03% +5,066 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,448 shares; 2024Q4: 179,892 shares; 2025Q1: 174,006 shares; 2025Q2: 181,130 shares; 2025Q3: 82,958 shares; 2025Q4: 80,174 shares 80,174 $4.64M 0.03% -2,784 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,093 shares; 2024Q4: 58,018 shares; 2025Q1: 77,764 shares; 2025Q2: 82,946 shares; 2025Q3: 98,788 shares; 2025Q4: 103,937 shares 103,937 $4.64M 0.03% +5,149 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 6,679 shares; 2025Q1: 8,011 shares; 2025Q2: 11,376 shares; 2025Q3: 15,620 shares; 2025Q4: 49,800 shares 49,800 $4.64M 0.03% +34,180 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 12,855 shares; 2025Q1: 12,162 shares; 2025Q2: 13,916 shares; 2025Q3: 10,232 shares; 2025Q4: 36,765 shares 36,765 $4.63M 0.03% +26,533 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,301 shares; 2024Q4: 51,843 shares; 2025Q1: 52,219 shares; 2025Q2: 53,841 shares; 2025Q3: 37,743 shares; 2025Q4: 39,449 shares 39,449 $4.62M 0.03% +1,706 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,230 shares; 2024Q4: 58,704 shares; 2025Q1: 97,890 shares; 2025Q2: 95,036 shares; 2025Q3: 106,389 shares; 2025Q4: 47,301 shares 47,301 $4.62M 0.03% -59,088 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,474 shares; 2024Q4: 105,233 shares; 2025Q1: 227,093 shares; 2025Q2: 90,197 shares; 2025Q3: 67,668 shares; 2025Q4: 72,516 shares 72,516 $4.62M 0.03% +4,848 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,628 shares; 2024Q4: 11,889 shares; 2025Q1: 18,386 shares; 2025Q2: 18,652 shares; 2025Q3: 20,631 shares; 2025Q4: 20,371 shares 20,371 $4.58M 0.03% -260 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,284 shares; 2024Q4: 13,990 shares; 2025Q1: 13,602 shares; 2025Q2: 15,316 shares; 2025Q3: 91,831 shares; 2025Q4: 97,968 shares 97,968 $4.58M 0.03% +6,137 Timeline IJT 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: 6,066 shares; 2024Q4: 6,067 shares; 2025Q1: 6,067 shares; 2025Q2: 6,044 shares; 2025Q3: 6,284 shares; 2025Q4: 32,370 shares 32,370 $4.57M 0.03% +26,086 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: 82,139 shares; 2024Q4: 91,205 shares; 2025Q1: 99,957 shares; 2025Q2: 95,829 shares; 2025Q3: 76,545 shares; 2025Q4: 83,124 shares 83,124 $4.55M 0.03% +6,579 Timeline ICF 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: 12,592 shares; 2024Q4: 15,502 shares; 2025Q1: 15,502 shares; 2025Q2: 15,503 shares; 2025Q3: 9,220 shares; 2025Q4: 76,297 shares 76,297 $4.55M 0.03% +67,077 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: 5,208 shares; 2024Q4: 5,674 shares; 2025Q1: 5,522 shares; 2025Q2: 5,470 shares; 2025Q3: 6,236 shares; 2025Q4: 13,228 shares 13,228 $4.54M 0.03% +6,992 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 9,426 shares; 2025Q1: 9,165 shares; 2025Q2: 8,839 shares; 2025Q3: 7,712 shares; 2025Q4: 7,515 shares 7,515 $4.53M 0.03% -197 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,368 shares; 2024Q4: 125,652 shares; 2025Q1: 124,252 shares; 2025Q2: 116,842 shares; 2025Q3: 99,664 shares; 2025Q4: 98,488 shares 98,488 $4.52M 0.03% -1,176 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 384 shares; 2025Q1: 435 shares; 2025Q2: 353 shares; 2025Q3: 3,709 shares; 2025Q4: 3,715 shares 3,715 $4.51M 0.03% +6 Timeline ISCF 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: 222,819 shares; 2024Q4: 199,428 shares; 2025Q1: 185,351 shares; 2025Q2: 149,510 shares; 2025Q3: 112,449 shares; 2025Q4: 108,663 shares 108,663 $4.51M 0.03% -3,786 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: 155,673 shares; 2024Q4: 144,309 shares; 2025Q1: 121,520 shares; 2025Q2: 135,734 shares; 2025Q3: 117,314 shares; 2025Q4: 111,350 shares 111,350 $4.49M 0.03% -5,964 Timeline JPIB 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: not reported; 2025Q4: 92,256 shares 92,256 $4.49M 0.03% new 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: 4,139 shares; 2024Q4: 4,554 shares; 2025Q1: 4,538 shares; 2025Q2: 4,566 shares; 2025Q3: 4,769 shares; 2025Q4: 15,625 shares 15,625 $4.49M 0.03% +10,856 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: 33,142 shares; 2024Q4: 24,400 shares; 2025Q1: 22,982 shares; 2025Q2: 25,124 shares; 2025Q3: 23,878 shares; 2025Q4: 25,057 shares 25,057 $4.45M 0.03% +1,179 Timeline VUSB 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: 4,680 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,483 shares; 2025Q4: 88,696 shares 88,696 $4.42M 0.03% -1,787 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,670 shares; 2024Q4: 137,190 shares; 2025Q1: 132,404 shares; 2025Q2: 128,516 shares; 2025Q3: 113,808 shares; 2025Q4: 106,162 shares 106,162 $4.39M 0.03% -7,646 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,600 shares; 2024Q4: 21,639 shares; 2025Q1: 21,703 shares; 2025Q2: 21,552 shares; 2025Q3: 21,416 shares; 2025Q4: 19,568 shares 19,568 $4.38M 0.03% -1,848 Timeline SOXX 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: 16,991 shares; 2024Q4: 17,390 shares; 2025Q1: 18,191 shares; 2025Q2: 17,322 shares; 2025Q3: 14,421 shares; 2025Q4: 14,531 shares 14,531 $4.38M 0.03% +110 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: 24,734 shares; 2024Q4: 22,744 shares; 2025Q1: 22,694 shares; 2025Q2: 20,694 shares; 2025Q3: 30,121 shares; 2025Q4: 35,526 shares 35,526 $4.33M 0.03% +5,405 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 490,291 shares; 2025Q1: 414,489 shares; 2025Q2: 226,212 shares; 2025Q3: 195,018 shares; 2025Q4: 195,018 shares 195,018 $4.32M 0.03% 0 Timeline HYMB 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: 120,224 shares; 2024Q4: 115,113 shares; 2025Q1: 159,517 shares; 2025Q2: 153,107 shares; 2025Q3: 183,723 shares; 2025Q4: 172,411 shares 172,411 $4.3M 0.03% -11,312 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,634 shares; 2024Q4: 8,616 shares; 2025Q1: 9,886 shares; 2025Q2: 9,701 shares; 2025Q3: 9,385 shares; 2025Q4: 9,534 shares 9,534 $4.24M 0.03% +149 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,773 shares; 2024Q4: 109,227 shares; 2025Q1: 105,771 shares; 2025Q2: 105,468 shares; 2025Q3: 90,978 shares; 2025Q4: 83,233 shares 83,233 $4.23M 0.03% -7,745 Timeline RPM RPM INTL INC More: the full row for RPM 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: not reported; 2025Q2: 2,038 shares; 2025Q3: 3,142 shares; 2025Q4: 40,260 shares 40,260 $4.19M 0.03% +37,118 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,716 shares; 2024Q4: 19,362 shares; 2025Q1: 19,290 shares; 2025Q2: 19,852 shares; 2025Q3: 21,301 shares; 2025Q4: 21,167 shares 21,167 $4.17M 0.03% -134 Timeline IEV 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: 15,499 shares; 2025Q4: 60,740 shares 60,740 $4.17M 0.03% +45,241 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,823 shares; 2024Q4: 46,658 shares; 2025Q1: 47,588 shares; 2025Q2: 47,368 shares; 2025Q3: 9,352 shares; 2025Q4: 37,783 shares 37,783 $4.17M 0.03% +28,431 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: 47,642 shares; 2024Q4: 38,544 shares; 2025Q1: 37,108 shares; 2025Q2: 38,929 shares; 2025Q3: 29,433 shares; 2025Q4: 49,603 shares 49,603 $4.11M 0.03% +20,170 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: 6,288 shares; 2024Q4: 4,827 shares; 2025Q1: 4,639 shares; 2025Q2: 5,140 shares; 2025Q3: 5,208 shares; 2025Q4: 6,168 shares 6,168 $4.09M 0.03% +960 Timeline IXC 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: not reported; 2025Q4: 97,371 shares 97,371 $4.08M 0.03% new 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: 25,421 shares; 2024Q4: 24,231 shares; 2025Q1: 23,104 shares; 2025Q2: 22,107 shares; 2025Q3: 17,845 shares; 2025Q4: 16,486 shares 16,486 $4.06M 0.03% -1,359 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 9,341 shares; 2025Q4: 9,671 shares 9,671 $4.06M 0.03% +330 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,272 shares; 2024Q4: 127,974 shares; 2025Q1: 87,291 shares; 2025Q2: 138,703 shares; 2025Q3: 100,539 shares; 2025Q4: 96,771 shares 96,771 $4.05M 0.03% -3,768 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,714 shares; 2024Q4: 94,445 shares; 2025Q1: 93,602 shares; 2025Q2: 101,245 shares; 2025Q3: 88,316 shares; 2025Q4: 86,773 shares 86,773 $4.03M 0.03% -1,543 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,537 shares; 2024Q4: 123,599 shares; 2025Q1: 123,658 shares; 2025Q2: 121,148 shares; 2025Q3: 106,316 shares; 2025Q4: 110,985 shares 110,985 $4.02M 0.03% +4,669 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,630 shares; 2024Q4: 12,157 shares; 2025Q1: 12,545 shares; 2025Q2: 10,967 shares; 2025Q3: 10,930 shares; 2025Q4: 13,877 shares 13,877 $4.01M 0.03% +2,947 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: 71,551 shares; 2024Q4: 146,844 shares; 2025Q1: 144,110 shares; 2025Q2: 122,343 shares; 2025Q3: 136,100 shares; 2025Q4: 163,564 shares 163,564 $3.99M 0.03% +27,464 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,577 shares; 2024Q4: 29,785 shares; 2025Q1: 29,225 shares; 2025Q2: 28,643 shares; 2025Q3: 23,435 shares; 2025Q4: 26,252 shares 26,252 $3.97M 0.03% +2,817 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 8,167 shares; 2025Q1: 5,363 shares; 2025Q2: 5,363 shares; 2025Q3: 38,738 shares; 2025Q4: 42,217 shares 42,217 $3.97M 0.03% +3,479 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,664 shares; 2024Q4: 20,616 shares; 2025Q1: 23,424 shares; 2025Q2: 32,130 shares; 2025Q3: 48,957 shares; 2025Q4: 46,487 shares 46,487 $3.95M 0.03% -2,470 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: 13,184 shares; 2024Q4: 12,369 shares; 2025Q1: 9,530 shares; 2025Q2: 10,821 shares; 2025Q3: 12,502 shares; 2025Q4: 32,901 shares 32,901 $3.93M 0.03% +20,399 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X 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: 5,443 shares; 2025Q3: 80,387 shares; 2025Q4: 77,215 shares 77,215 $3.93M 0.03% -3,172 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 5,378 shares; 2025Q1: 5,881 shares; 2025Q2: 5,519 shares; 2025Q3: 5,073 shares; 2025Q4: 25,543 shares 25,543 $3.91M 0.03% +20,470 Timeline WIP 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: 98,778 shares 98,778 $3.89M 0.03% new Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,031 shares; 2024Q4: 76,288 shares; 2025Q1: 115,454 shares; 2025Q2: 114,213 shares; 2025Q3: 70,110 shares; 2025Q4: 92,267 shares 92,267 $3.88M 0.03% +22,157 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: 103,426 shares; 2024Q4: 83,455 shares; 2025Q1: 55,583 shares; 2025Q2: 54,486 shares; 2025Q3: 52,463 shares; 2025Q4: 84,196 shares 84,196 $3.85M 0.03% +31,733 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD 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: 256,009 shares 256,009 $3.84M 0.03% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,813 shares; 2024Q4: 82,692 shares; 2025Q1: 78,319 shares; 2025Q2: 74,404 shares; 2025Q3: 66,958 shares; 2025Q4: 59,571 shares 59,571 $3.83M 0.03% -7,387 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,146 shares; 2025Q1: 2,937 shares; 2025Q2: 2,968 shares; 2025Q3: 13,188 shares; 2025Q4: 12,992 shares 12,992 $3.81M 0.03% -196 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,545 shares; 2024Q4: 72,310 shares; 2025Q1: 72,169 shares; 2025Q2: 71,598 shares; 2025Q3: 52,221 shares; 2025Q4: 54,653 shares 54,653 $3.81M 0.03% +2,432 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: 5,475 shares; 2024Q4: 8,472 shares; 2025Q1: 8,321 shares; 2025Q2: 8,055 shares; 2025Q3: 9,570 shares; 2025Q4: 28,916 shares 28,916 $3.81M 0.03% +19,346 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: 504 shares; 2024Q4: 244 shares; 2025Q1: 261 shares; 2025Q2: 283 shares; 2025Q3: 655 shares; 2025Q4: 708 shares 708 $3.79M 0.03% +53 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 23,047 shares; 2025Q2: 58,440 shares; 2025Q3: 67,149 shares; 2025Q4: 149,224 shares 149,224 $3.79M 0.03% +82,075 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,326 shares; 2024Q4: 33,612 shares; 2025Q1: 31,481 shares; 2025Q2: 34,388 shares; 2025Q3: 65,099 shares; 2025Q4: 71,033 shares 71,033 $3.79M 0.03% +5,934 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: 98,290 shares; 2024Q4: 93,115 shares; 2025Q1: 94,166 shares; 2025Q2: 96,226 shares; 2025Q3: 100,123 shares; 2025Q4: 102,101 shares 102,101 $3.78M 0.03% +1,978 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,301 shares; 2025Q1: 13,155 shares; 2025Q2: 18,594 shares; 2025Q3: 73,131 shares; 2025Q4: 74,267 shares 74,267 $3.76M 0.03% +1,136 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: 69,772 shares; 2024Q4: 58,936 shares; 2025Q1: 57,298 shares; 2025Q2: 74,052 shares; 2025Q3: 72,138 shares; 2025Q4: 74,054 shares 74,054 $3.75M 0.03% +1,916 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,034 shares; 2024Q4: 220,873 shares; 2025Q1: 266,697 shares; 2025Q2: 272,759 shares; 2025Q3: 296,517 shares; 2025Q4: 249,095 shares 249,095 $3.74M 0.03% -47,422 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: 2,390 shares; 2024Q4: 2,021 shares; 2025Q1: 2,814 shares; 2025Q2: 7,000 shares; 2025Q3: 6,377 shares; 2025Q4: 5,473 shares 5,473 $3.69M 0.03% -904 Timeline TFLO 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: 128,960 shares; 2024Q4: 128,519 shares; 2025Q1: 138,162 shares; 2025Q2: 128,323 shares; 2025Q3: 72,380 shares; 2025Q4: 72,884 shares 72,884 $3.68M 0.03% +504 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,466 shares; 2024Q4: 59,953 shares; 2025Q1: 60,888 shares; 2025Q2: 61,520 shares; 2025Q3: 31,839 shares; 2025Q4: 41,972 shares 41,972 $3.68M 0.03% +10,133 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 13,094 shares; 2025Q1: 12,949 shares; 2025Q2: 12,784 shares; 2025Q3: 12,822 shares; 2025Q4: 12,511 shares 12,511 $3.67M 0.03% -311 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: 22,629 shares; 2024Q4: 16,572 shares; 2025Q1: 18,921 shares; 2025Q2: 18,219 shares; 2025Q3: 14,595 shares; 2025Q4: 15,739 shares 15,739 $3.6M 0.03% +1,144 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 7,551 shares; 2025Q1: 6,366 shares; 2025Q2: 7,237 shares; 2025Q3: 6,966 shares; 2025Q4: 6,877 shares 6,877 $3.59M 0.03% -89 Timeline ARKG ARK ETF TR More: the full row for ARK ETF 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: 68,439 shares; 2025Q2: 70,046 shares; 2025Q3: 126,436 shares; 2025Q4: 123,999 shares 123,999 $3.59M 0.03% -2,437 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,114 shares; 2024Q4: 34,941 shares; 2025Q1: 34,641 shares; 2025Q2: 33,405 shares; 2025Q3: 65,633 shares; 2025Q4: 41,798 shares 41,798 $3.57M 0.03% -23,835 Timeline XLB 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: 45,769 shares; 2024Q4: 49,877 shares; 2025Q1: 34,585 shares; 2025Q2: 47,749 shares; 2025Q3: 40,378 shares; 2025Q4: 78,052 shares 78,052 $3.54M 0.02% +37,674 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 69,574 shares; 2025Q4: 70,684 shares 70,684 $3.53M 0.02% +1,110 Timeline IBMO 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: 54,961 shares; 2024Q4: 56,602 shares; 2025Q1: 53,383 shares; 2025Q2: 48,859 shares; 2025Q3: 139,114 shares; 2025Q4: 135,821 shares 135,821 $3.48M 0.02% -3,293 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD 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: 203,348 shares 203,348 $3.46M 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,967 shares; 2024Q4: 42,558 shares; 2025Q1: 43,945 shares; 2025Q2: 42,496 shares; 2025Q3: 39,455 shares; 2025Q4: 41,402 shares 41,402 $3.37M 0.02% +1,947 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP 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: 55,729 shares; 2025Q4: 55,276 shares 55,276 $3.34M 0.02% -453 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,081 shares; 2024Q4: 17,479 shares; 2025Q1: 19,373 shares; 2025Q2: 18,221 shares; 2025Q3: 14,285 shares; 2025Q4: 15,928 shares 15,928 $3.32M 0.02% +1,643 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 4,597 shares; 2025Q1: 4,899 shares; 2025Q2: 4,822 shares; 2025Q3: 6,876 shares; 2025Q4: 7,116 shares 7,116 $3.32M 0.02% +240 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: 3,796 shares; 2024Q4: 5,081 shares; 2025Q1: 5,368 shares; 2025Q2: 5,330 shares; 2025Q3: 58,161 shares; 2025Q4: 58,315 shares 58,315 $3.31M 0.02% +154 Timeline IBDV 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: 113,986 shares; 2024Q4: 126,248 shares; 2025Q1: 142,343 shares; 2025Q2: 143,778 shares; 2025Q3: 140,770 shares; 2025Q4: 149,614 shares 149,614 $3.3M 0.02% +8,844 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP 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: 97,038 shares; 2025Q4: 97,038 shares 97,038 $3.29M 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,827 shares; 2024Q4: 31,814 shares; 2025Q1: 30,538 shares; 2025Q2: 30,528 shares; 2025Q3: 33,083 shares; 2025Q4: 32,188 shares 32,188 $3.25M 0.02% -895 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: 3,124 shares; 2024Q4: 5,661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,971 shares; 2025Q4: 37,258 shares 37,258 $3.25M 0.02% +30,287 Timeline ICOW 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: 80,346 shares; 2025Q4: 83,576 shares 83,576 $3.23M 0.02% +3,230 Timeline IBMQ 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: 17,303 shares; 2024Q4: 18,359 shares; 2025Q1: 23,389 shares; 2025Q2: 23,464 shares; 2025Q3: 124,435 shares; 2025Q4: 125,925 shares 125,925 $3.22M 0.02% +1,490 Timeline IBMP 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: 30,238 shares; 2024Q4: 31,724 shares; 2025Q1: 33,935 shares; 2025Q2: 30,410 shares; 2025Q3: 126,182 shares; 2025Q4: 126,491 shares 126,491 $3.21M 0.02% +309 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,671 shares; 2024Q4: 58,158 shares; 2025Q1: 57,865 shares; 2025Q2: 53,807 shares; 2025Q3: 63,911 shares; 2025Q4: 61,993 shares 61,993 $3.2M 0.02% -1,918 Timeline ESML 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: 13,571 shares; 2024Q4: 16,459 shares; 2025Q1: 16,021 shares; 2025Q2: 17,165 shares; 2025Q3: 59,512 shares; 2025Q4: 69,484 shares 69,484 $3.19M 0.02% +9,972 Timeline EWX 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: not reported; 2024Q4: not reported; 2025Q1: 29,958 shares; 2025Q2: 36,947 shares; 2025Q3: 40,213 shares; 2025Q4: 48,561 shares 48,561 $3.19M 0.02% +8,348 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,058 shares; 2024Q4: 98,766 shares; 2025Q1: 102,427 shares; 2025Q2: 126,203 shares; 2025Q3: 85,985 shares; 2025Q4: 85,985 shares 85,985 $3.18M 0.02% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,763 shares; 2024Q4: 53,778 shares; 2025Q1: 47,327 shares; 2025Q2: 83,483 shares; 2025Q3: 112,494 shares; 2025Q4: 116,862 shares 116,862 $3.18M 0.02% +4,368 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,868 shares; 2024Q4: 17,986 shares; 2025Q1: 19,665 shares; 2025Q2: 18,131 shares; 2025Q3: 9,960 shares; 2025Q4: 10,970 shares 10,970 $3.17M 0.02% +1,010 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,847 shares; 2024Q4: 31,331 shares; 2025Q1: 26,750 shares; 2025Q2: 27,558 shares; 2025Q3: 20,413 shares; 2025Q4: 23,317 shares 23,317 $3.15M 0.02% +2,904 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,013 shares; 2024Q4: 5,318 shares; 2025Q1: 4,156 shares; 2025Q2: 6,185 shares; 2025Q3: 3,760 shares; 2025Q4: 5,558 shares 5,558 $3.15M 0.02% +1,798 Timeline IGM 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: 11,042 shares; 2025Q1: 11,206 shares; 2025Q2: 11,375 shares; 2025Q3: 11,181 shares; 2025Q4: 24,238 shares 24,238 $3.13M 0.02% +13,057 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: 24,629 shares; 2024Q4: 24,253 shares; 2025Q1: 23,875 shares; 2025Q2: 23,469 shares; 2025Q3: 11,784 shares; 2025Q4: 11,914 shares 11,914 $3.13M 0.02% +130 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,937 shares; 2024Q4: 181,851 shares; 2025Q1: 171,937 shares; 2025Q2: 158,844 shares; 2025Q3: 232,738 shares; 2025Q4: 238,290 shares 238,290 $3.13M 0.02% +5,552 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: 23,177 shares; 2024Q4: 24,393 shares; 2025Q1: 24,684 shares; 2025Q2: 24,944 shares; 2025Q3: 28,901 shares; 2025Q4: 29,255 shares 29,255 $3.09M 0.02% +354 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,246 shares; 2024Q4: 51,282 shares; 2025Q1: 40,072 shares; 2025Q2: 51,160 shares; 2025Q3: 49,950 shares; 2025Q4: 48,355 shares 48,355 $3.08M 0.02% -1,595 Timeline