MGV 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: 690,138 shares; 2024Q4: 701,296 shares; 2025Q1: 684,409 shares; 2025Q2: 600,060 shares; 2025Q3: 760,063 shares; 2025Q4: 776,946 shares 776,946 $110M 11.56% +16,883 Timeline MGK 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: 154,350 shares; 2024Q4: 164,395 shares; 2025Q1: 169,455 shares; 2025Q2: 160,522 shares; 2025Q3: 221,321 shares; 2025Q4: 220,286 shares 220,286 $90.9M 9.59% -1,035 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: 46,705 shares; 2024Q4: 46,439 shares; 2025Q1: 50,985 shares; 2025Q2: 48,785 shares; 2025Q3: 93,816 shares; 2025Q4: 91,970 shares 91,970 $44.9M 4.73% -1,846 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: 224,351 shares; 2024Q4: 340,356 shares; 2025Q1: 365,143 shares; 2025Q2: 322,654 shares; 2025Q3: 394,546 shares; 2025Q4: 426,781 shares 426,781 $42.6M 4.49% +32,235 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: 771,216 shares; 2024Q4: 1,163,000 shares; 2025Q1: 1,232,759 shares; 2025Q2: 1,099,975 shares; 2025Q3: 1,331,397 shares; 2025Q4: 1,418,376 shares 1,418,376 $40.9M 4.31% +86,979 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: 345,655 shares; 2024Q4: 1,150,931 shares; 2025Q1: 1,223,119 shares; 2025Q2: 1,029,594 shares; 2025Q3: 1,275,770 shares; 2025Q4: 1,366,132 shares 1,366,132 $40.5M 4.26% +90,362 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: 190,858 shares; 2024Q4: 879,837 shares; 2025Q1: 939,889 shares; 2025Q2: 876,953 shares; 2025Q3: 1,119,655 shares; 2025Q4: 1,171,510 shares 1,171,510 $38.2M 4.03% +51,855 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: 99,716 shares; 2024Q4: 98,881 shares; 2025Q1: 98,047 shares; 2025Q2: 97,864 shares; 2025Q3: 113,237 shares; 2025Q4: 113,098 shares 113,098 $28.4M 2.99% -139 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: 414,290 shares; 2024Q4: 835,894 shares; 2025Q1: 855,964 shares; 2025Q2: 746,286 shares; 2025Q3: 973,830 shares; 2025Q4: 1,086,615 shares 1,086,615 $26.1M 2.75% +112,785 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: 53,453 shares; 2024Q4: 54,235 shares; 2025Q1: 55,020 shares; 2025Q2: 63,460 shares; 2025Q3: 129,645 shares; 2025Q4: 134,771 shares 134,771 $25.7M 2.71% +5,126 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: 62,351 shares; 2024Q4: 65,463 shares; 2025Q1: 66,589 shares; 2025Q2: 59,732 shares; 2025Q3: 78,310 shares; 2025Q4: 83,429 shares 83,429 $23.3M 2.46% +5,119 Timeline IGIB 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: 206,842 shares; 2024Q4: 333,608 shares; 2025Q1: 344,688 shares; 2025Q2: 316,785 shares; 2025Q3: 378,902 shares; 2025Q4: 399,301 shares 399,301 $21.5M 2.27% +20,399 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: 274,936 shares; 2024Q4: 818,192 shares; 2025Q1: 807,894 shares; 2025Q2: 767,910 shares; 2025Q3: 804,622 shares; 2025Q4: 797,120 shares 797,120 $21.5M 2.26% -7,502 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,947 shares; 2024Q4: 529,194 shares; 2025Q1: 566,193 shares; 2025Q2: 566,976 shares; 2025Q3: 678,768 shares; 2025Q4: 752,837 shares 752,837 $20.2M 2.13% +74,069 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,242 shares; 2024Q4: 113,392 shares; 2025Q1: 126,111 shares; 2025Q2: 110,769 shares; 2025Q3: 189,922 shares; 2025Q4: 222,628 shares 222,628 $18.3M 1.93% +32,706 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: 24,268 shares; 2024Q4: 460,370 shares; 2025Q1: 500,455 shares; 2025Q2: 471,055 shares; 2025Q3: 573,030 shares; 2025Q4: 697,251 shares 697,251 $17M 1.79% +124,221 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: not reported; 2024Q4: 222,699 shares; 2025Q1: 240,857 shares; 2025Q2: 209,465 shares; 2025Q3: 276,643 shares; 2025Q4: 304,420 shares 304,420 $16.1M 1.7% +27,777 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: 64,333 shares; 2024Q4: 102,064 shares; 2025Q1: 139,830 shares; 2025Q2: 116,448 shares; 2025Q3: 149,154 shares; 2025Q4: 149,628 shares 149,628 $16M 1.69% +474 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904,452 shares; 2024Q4: 940,912 shares; 2025Q1: 940,912 shares; 2025Q2: 940,412 shares; 2025Q3: 1,068,362 shares; 2025Q4: 1,068,362 shares 1,068,362 $15.4M 1.62% 0 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: 52,289 shares; 2024Q4: 54,868 shares; 2025Q1: 52,840 shares; 2025Q2: 41,267 shares; 2025Q3: 68,848 shares; 2025Q4: 72,320 shares 72,320 $15.3M 1.61% +3,472 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: 44,160 shares; 2024Q4: 44,042 shares; 2025Q1: 44,011 shares; 2025Q2: 33,834 shares; 2025Q3: 43,535 shares; 2025Q4: 43,113 shares 43,113 $12.5M 1.32% -422 Timeline ISCG 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: 142,464 shares; 2024Q4: 150,248 shares; 2025Q1: 143,342 shares; 2025Q2: 106,873 shares; 2025Q3: 190,335 shares; 2025Q4: 209,843 shares 209,843 $11.6M 1.23% +19,508 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: 147,188 shares; 2024Q4: 161,503 shares; 2025Q1: 162,307 shares; 2025Q2: 161,865 shares; 2025Q3: 175,200 shares; 2025Q4: 179,950 shares 179,950 $11.2M 1.19% +4,750 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: 123,617 shares; 2024Q4: 128,084 shares; 2025Q1: 128,776 shares; 2025Q2: 117,266 shares; 2025Q3: 146,499 shares; 2025Q4: 157,127 shares 157,127 $10.6M 1.11% +10,628 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,956 shares; 2024Q4: 34,318 shares; 2025Q1: 30,527 shares; 2025Q2: 28,424 shares; 2025Q3: 31,385 shares; 2025Q4: 35,298 shares 35,298 $9.6M 1.01% +3,913 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: 33,871 shares; 2024Q4: 33,624 shares; 2025Q1: 33,599 shares; 2025Q2: 33,687 shares; 2025Q3: 36,638 shares; 2025Q4: 36,399 shares 36,399 $9.39M 0.99% -239 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: 16,591 shares; 2024Q4: 16,852 shares; 2025Q1: 17,666 shares; 2025Q2: 16,953 shares; 2025Q3: 26,327 shares; 2025Q4: 26,677 shares 26,677 $8.06M 0.85% +350 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: 88,114 shares; 2024Q4: 263,445 shares; 2025Q1: 265,760 shares; 2025Q2: 268,540 shares; 2025Q3: 276,897 shares; 2025Q4: 266,934 shares 266,934 $8.03M 0.85% -9,963 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: 18,434 shares; 2024Q4: 19,557 shares; 2025Q1: 20,257 shares; 2025Q2: 18,929 shares; 2025Q3: 21,986 shares; 2025Q4: 23,779 shares 23,779 $7.97M 0.84% +1,793 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: 141,075 shares; 2024Q4: 280,391 shares; 2025Q1: 270,716 shares; 2025Q2: 257,390 shares; 2025Q3: 246,878 shares; 2025Q4: 238,297 shares 238,297 $6.79M 0.72% -8,581 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: 6,503 shares; 2024Q4: 8,273 shares; 2025Q1: 8,408 shares; 2025Q2: 8,668 shares; 2025Q3: 8,650 shares; 2025Q4: 10,584 shares 10,584 $6.64M 0.7% +1,934 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: 23,729 shares; 2024Q4: 25,054 shares; 2025Q1: 24,267 shares; 2025Q2: 21,664 shares; 2025Q3: 35,890 shares; 2025Q4: 36,851 shares 36,851 $6.54M 0.69% +961 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,564 shares; 2025Q4: 78,155 shares 78,155 $6.45M 0.68% -1,409 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: 51,913 shares; 2024Q4: 48,534 shares; 2025Q1: 45,223 shares; 2025Q2: 5,505 shares; 2025Q3: 37,836 shares; 2025Q4: 33,444 shares 33,444 $6.41M 0.68% -4,392 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: 5,700 shares; 2024Q4: 8,353 shares; 2025Q1: 8,353 shares; 2025Q2: 8,526 shares; 2025Q3: 9,048 shares; 2025Q4: 9,094 shares 9,094 $6.23M 0.66% +46 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: 19,724 shares; 2024Q4: 19,725 shares; 2025Q1: 19,815 shares; 2025Q2: 19,781 shares; 2025Q3: 19,782 shares; 2025Q4: 19,145 shares 19,145 $6.03M 0.64% -637 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: 88,007 shares; 2024Q4: 77,193 shares; 2025Q1: 77,573 shares; 2025Q2: 78,524 shares; 2025Q3: 77,166 shares; 2025Q4: 73,794 shares 73,794 $5.88M 0.62% -3,372 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: 74,185 shares; 2024Q4: 73,311 shares; 2025Q1: 72,194 shares; 2025Q2: 67,111 shares; 2025Q3: 71,580 shares; 2025Q4: 71,497 shares 71,497 $5.26M 0.55% -83 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: 6,421 shares; 2024Q4: 6,644 shares; 2025Q1: 6,628 shares; 2025Q2: 5,799 shares; 2025Q3: 7,712 shares; 2025Q4: 10,313 shares 10,313 $4.99M 0.53% +2,601 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,226 shares; 2025Q4: 59,644 shares 59,644 $4.42M 0.47% -1,582 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: 41,472 shares; 2024Q4: 44,957 shares; 2025Q1: 45,821 shares; 2025Q2: 39,315 shares; 2025Q3: 47,565 shares; 2025Q4: 49,052 shares 49,052 $4.34M 0.46% +1,487 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: 25,654 shares; 2024Q4: 25,240 shares; 2025Q1: 25,095 shares; 2025Q2: 22,764 shares; 2025Q3: 35,539 shares; 2025Q4: 34,243 shares 34,243 $4.12M 0.43% -1,296 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: 43,147 shares; 2024Q4: 40,267 shares; 2025Q1: 37,268 shares; 2025Q2: 7,853 shares; 2025Q3: 31,325 shares; 2025Q4: 28,467 shares 28,467 $3.96M 0.42% -2,858 Timeline IMCG 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: 32,992 shares; 2024Q4: 33,347 shares; 2025Q1: 36,166 shares; 2025Q2: 32,840 shares; 2025Q3: 50,769 shares; 2025Q4: 47,435 shares 47,435 $3.79M 0.4% -3,334 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 10,040 shares; 2025Q1: 10,042 shares; 2025Q2: 9,457 shares; 2025Q3: 10,599 shares; 2025Q4: 11,481 shares 11,481 $3.6M 0.38% +882 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: 3,894 shares; 2024Q4: 4,749 shares; 2025Q1: 4,947 shares; 2025Q2: 4,961 shares; 2025Q3: 5,144 shares; 2025Q4: 5,148 shares 5,148 $3.51M 0.37% +4 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: 17,809 shares; 2024Q4: 19,195 shares; 2025Q1: 20,315 shares; 2025Q2: 18,363 shares; 2025Q3: 19,858 shares; 2025Q4: 18,098 shares 18,098 $3.38M 0.36% -1,760 Timeline ISCV 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: 11,189 shares; 2024Q4: 11,441 shares; 2025Q1: 15,843 shares; 2025Q2: 10,574 shares; 2025Q3: 45,590 shares; 2025Q4: 46,237 shares 46,237 $3.17M 0.33% +647 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: 7,570 shares; 2024Q4: 7,463 shares; 2025Q1: 7,524 shares; 2025Q2: 7,312 shares; 2025Q3: 8,177 shares; 2025Q4: 9,297 shares 9,297 $3M 0.32% +1,120 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: 10,232 shares; 2024Q4: 10,625 shares; 2025Q1: 10,781 shares; 2025Q2: 10,838 shares; 2025Q3: 11,252 shares; 2025Q4: 12,957 shares 12,957 $2.99M 0.32% +1,705 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: 5,555 shares; 2024Q4: 5,835 shares; 2025Q1: 5,815 shares; 2025Q2: 5,112 shares; 2025Q3: 6,811 shares; 2025Q4: 9,006 shares 9,006 $2.82M 0.3% +2,195 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: 4,890 shares; 2024Q4: 8,791 shares; 2025Q1: 5,068 shares; 2025Q2: 4,799 shares; 2025Q3: 5,445 shares; 2025Q4: 5,164 shares 5,164 $2.6M 0.27% -281 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: 36,967 shares; 2024Q4: 36,967 shares; 2025Q1: 36,967 shares; 2025Q2: 55,037 shares; 2025Q3: 55,836 shares; 2025Q4: 46,272 shares 46,272 $2.33M 0.25% -9,564 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: 1,860 shares; 2024Q4: 1,728 shares; 2025Q1: 1,849 shares; 2025Q2: 1,971 shares; 2025Q3: 1,973 shares; 2025Q4: 3,074 shares 3,074 $2.32M 0.24% +1,101 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: 7,810 shares; 2024Q4: 7,960 shares; 2025Q1: 6,826 shares; 2025Q2: 6,424 shares; 2025Q3: 6,435 shares; 2025Q4: 10,445 shares 10,445 $2.3M 0.24% +4,010 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 277,737 shares; 2025Q1: 277,737 shares; 2025Q2: 277,737 shares; 2025Q3: 277,737 shares; 2025Q4: 79,077 shares 79,077 $2.28M 0.24% -198,660 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: 912 shares; 2024Q4: 1,080 shares; 2025Q1: 1,234 shares; 2025Q2: 1,182 shares; 2025Q3: 3,649 shares; 2025Q4: 3,960 shares 3,960 $2.26M 0.24% +311 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: 7,587 shares; 2024Q4: 7,587 shares; 2025Q1: 7,587 shares; 2025Q2: 7,587 shares; 2025Q3: 7,587 shares; 2025Q4: 15,174 shares 15,174 $2.18M 0.23% +7,587 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 5,129 shares; 2025Q1: 5,116 shares; 2025Q2: 5,117 shares; 2025Q3: 5,172 shares; 2025Q4: 5,819 shares 5,819 $2.06M 0.22% +647 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: 83,755 shares; 2024Q4: 117,797 shares; 2025Q1: 119,550 shares; 2025Q2: 81,784 shares; 2025Q3: 97,310 shares; 2025Q4: 97,542 shares 97,542 $2.04M 0.21% +232 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: 1,774 shares; 2024Q4: 1,982 shares; 2025Q1: 2,048 shares; 2025Q2: 1,879 shares; 2025Q3: 4,500 shares; 2025Q4: 5,492 shares 5,492 $1.93M 0.2% +992 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: 14,735 shares; 2024Q4: 20,212 shares; 2025Q1: 20,212 shares; 2025Q2: 20,328 shares; 2025Q3: 20,423 shares; 2025Q4: 20,507 shares 20,507 $1.83M 0.19% +84 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 2,210 shares; 2025Q1: 2,996 shares; 2025Q2: 2,919 shares; 2025Q3: 3,013 shares; 2025Q4: 1,704 shares 1,704 $1.83M 0.19% -1,309 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: 20,332 shares; 2024Q4: 20,332 shares; 2025Q1: 19,382 shares; 2025Q2: 19,435 shares; 2025Q3: 18,716 shares; 2025Q4: 18,029 shares 18,029 $1.7M 0.18% -687 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,908 shares; 2024Q4: 38,736 shares; 2025Q1: 38,779 shares; 2025Q2: 38,779 shares; 2025Q3: 38,779 shares; 2025Q4: 38,380 shares 38,380 $1.58M 0.17% -399 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: 3,892 shares; 2024Q4: 3,908 shares; 2025Q1: 3,921 shares; 2025Q2: 10,338 shares; 2025Q3: 9,693 shares; 2025Q4: 10,685 shares 10,685 $1.53M 0.16% +992 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: not reported; 2024Q4: 16,214 shares; 2025Q1: 22,813 shares; 2025Q2: not reported; 2025Q3: 31,341 shares; 2025Q4: 33,872 shares 33,872 $1.5M 0.16% +2,531 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: 25,135 shares; 2024Q4: 25,143 shares; 2025Q1: 25,051 shares; 2025Q2: 24,558 shares; 2025Q3: 26,095 shares; 2025Q4: 26,875 shares 26,875 $1.48M 0.16% +780 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: 3,696 shares; 2024Q4: 3,671 shares; 2025Q1: 3,766 shares; 2025Q2: 766 shares; 2025Q3: 3,478 shares; 2025Q4: 3,567 shares 3,567 $1.41M 0.15% +89 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: 1,279 shares; 2024Q4: 1,379 shares; 2025Q1: 1,481 shares; 2025Q2: 1,312 shares; 2025Q3: 1,884 shares; 2025Q4: 2,113 shares 2,113 $1.39M 0.15% +229 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: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 939 shares; 2025Q4: 2,840 shares 2,840 $1.34M 0.14% +1,901 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,843 shares; 2024Q4: 23,843 shares; 2025Q1: 23,573 shares; 2025Q2: 23,631 shares; 2025Q3: 24,005 shares; 2025Q4: 24,102 shares 24,102 $1.3M 0.14% +97 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: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares 1,526 $1.25M 0.13% 0 Timeline VFH 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: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 9,150 shares 9,150 $1.22M 0.13% +6,000 Timeline BBHL BBH TR More: the full row for BBH 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: 67,548 shares 67,548 $1.09M 0.11% new 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: 2,043 shares; 2024Q4: 2,043 shares; 2025Q1: 2,043 shares; 2025Q2: 2,043 shares; 2025Q3: 6,754 shares; 2025Q4: 6,774 shares 6,774 $819K 0.09% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares 2,200 $792K 0.08% new 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: 9,584 shares; 2024Q4: 9,644 shares; 2025Q1: 9,644 shares; 2025Q2: 9,644 shares; 2025Q3: 9,644 shares; 2025Q4: 9,502 shares 9,502 $771K 0.08% -142 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,212 shares; 2025Q1: 6,107 shares; 2025Q2: 6,191 shares; 2025Q3: 6,153 shares; 2025Q4: 6,364 shares 6,364 $766K 0.08% +211 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,865 shares; 2025Q4: 5,865 shares 5,865 $713K 0.08% 0 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: 592 shares; 2024Q4: 522 shares; 2025Q1: 529 shares; 2025Q2: 502 shares; 2025Q3: 651 shares; 2025Q4: 823 shares 823 $710K 0.07% +172 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: 1,862 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,744 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares 1,968 $692K 0.07% 0 Timeline EFAV 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: 8,090 shares; 2024Q4: 8,090 shares; 2025Q1: 8,090 shares; 2025Q2: 8,090 shares; 2025Q3: 8,090 shares; 2025Q4: 8,010 shares 8,010 $691K 0.07% -80 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,628 shares; 2025Q1: 1,629 shares; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares 1,629 $688K 0.07% 0 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: 5,205 shares; 2024Q4: 5,616 shares; 2025Q1: 5,744 shares; 2025Q2: 4,705 shares; 2025Q3: 6,074 shares; 2025Q4: 6,074 shares 6,074 $677K 0.07% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,061 shares; 2025Q1: 10,780 shares; 2025Q2: not reported; 2025Q3: 14,363 shares; 2025Q4: 14,363 shares 14,363 $672K 0.07% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,148 shares; 2024Q4: 14,144 shares; 2025Q1: 14,147 shares; 2025Q2: 14,149 shares; 2025Q3: 14,152 shares; 2025Q4: 15,155 shares 15,155 $661K 0.07% +1,003 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: 4,385 shares; 2024Q4: 4,670 shares; 2025Q1: 4,577 shares; 2025Q2: 4,777 shares; 2025Q3: 4,778 shares; 2025Q4: 4,582 shares 4,582 $658K 0.07% -196 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: 5,270 shares; 2024Q4: 5,535 shares; 2025Q1: 6,130 shares; 2025Q2: 6,778 shares; 2025Q3: 6,740 shares; 2025Q4: 5,947 shares 5,947 $655K 0.07% -793 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $609K 0.06% new 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: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: not reported; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares 1,618 $604K 0.06% 0 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: 2,885 shares; 2024Q4: 2,794 shares; 2025Q1: 2,598 shares; 2025Q2: 2,212 shares; 2025Q3: 2,806 shares; 2025Q4: 2,826 shares 2,826 $585K 0.06% +20 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: 16,552 shares; 2024Q4: 15,476 shares; 2025Q1: 15,476 shares; 2025Q2: 14,915 shares; 2025Q3: 14,913 shares; 2025Q4: 11,649 shares 11,649 $576K 0.06% -3,264 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: 785 shares; 2024Q4: 780 shares; 2025Q1: 873 shares; 2025Q2: 748 shares; 2025Q3: 906 shares; 2025Q4: 1,639 shares 1,639 $564K 0.06% +733 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: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares 1,263 $562K 0.06% 0 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: 2,746 shares; 2024Q4: 2,414 shares; 2025Q1: 1,097 shares; 2025Q2: 830 shares; 2025Q3: 1,081 shares; 2025Q4: 1,232 shares 1,232 $554K 0.06% +151 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: 1,926 shares; 2024Q4: 4,378 shares; 2025Q1: 4,399 shares; 2025Q2: 4,302 shares; 2025Q3: 4,456 shares; 2025Q4: 3,635 shares 3,635 $554K 0.06% -821 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: 15,194 shares; 2024Q4: 15,162 shares; 2025Q1: 15,162 shares; 2025Q2: 15,147 shares; 2025Q3: 15,147 shares; 2025Q4: 15,147 shares 15,147 $549K 0.06% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 5,150 shares; 2025Q1: 5,150 shares; 2025Q2: 10,283 shares; 2025Q3: 10,283 shares; 2025Q4: 10,283 shares 10,283 $538K 0.06% 0 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: 5,609 shares; 2024Q4: 18,083 shares; 2025Q1: 19,543 shares; 2025Q2: 19,705 shares; 2025Q3: 19,752 shares; 2025Q4: 20,048 shares 20,048 $526K 0.06% +296 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: 955 shares; 2024Q4: 858 shares; 2025Q1: 859 shares; 2025Q2: 711 shares; 2025Q3: 911 shares; 2025Q4: 911 shares 911 $522K 0.06% 0 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: 1,640 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 2,015 shares; 2025Q4: 2,155 shares 2,155 $520K 0.05% +140 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 6,161 shares; 2025Q1: 4,064 shares; 2025Q2: 3,203 shares; 2025Q3: 3,928 shares; 2025Q4: 3,460 shares 3,460 $496K 0.05% -468 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 4,246 shares; 2025Q1: 4,306 shares; 2025Q2: 4,351 shares; 2025Q3: 4,136 shares; 2025Q4: 3,857 shares 3,857 $492K 0.05% -279 Timeline XVV 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: 9,265 shares; 2025Q4: 9,265 shares 9,265 $488K 0.05% 0 Timeline XAR 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: 1,940 shares 1,940 $468K 0.05% new 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: 4,663 shares; 2024Q4: 4,814 shares; 2025Q1: 4,856 shares; 2025Q2: 2,722 shares; 2025Q3: 4,831 shares; 2025Q4: 4,804 shares 4,804 $448K 0.05% -27 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 4,704 shares; 2025Q4: 4,704 shares 4,704 $443K 0.05% 0 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: 9,597 shares; 2024Q4: 11,097 shares; 2025Q1: 10,292 shares; 2025Q2: 10,292 shares; 2025Q3: 9,449 shares; 2025Q4: 8,879 shares 8,879 $441K 0.05% -570 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: 1,581 shares; 2024Q4: 2,246 shares; 2025Q1: 2,152 shares; 2025Q2: 2,033 shares; 2025Q3: 2,143 shares; 2025Q4: 1,886 shares 1,886 $431K 0.05% -257 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183 shares; 2025Q4: 399 shares 399 $427K 0.05% +216 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: 702 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares 702 $424K 0.04% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 6,231 shares; 2025Q1: 7,003 shares; 2025Q2: 6,733 shares; 2025Q3: 7,188 shares; 2025Q4: 7,507 shares 7,507 $411K 0.04% +319 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,239 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares 1,314 $405K 0.04% 0 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: 4,021 shares; 2024Q4: 5,097 shares; 2025Q1: 4,899 shares; 2025Q2: 4,267 shares; 2025Q3: 4,951 shares; 2025Q4: 3,836 shares 3,836 $404K 0.04% -1,115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481 shares; 2025Q4: 709 shares 709 $402K 0.04% +228 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares 1,084 $401K 0.04% 0 Timeline SMRI 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: 11,093 shares 11,093 $401K 0.04% new 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: 3,840 shares; 2024Q4: 6,565 shares; 2025Q1: 6,574 shares; 2025Q2: 7,229 shares; 2025Q3: 9,184 shares; 2025Q4: 5,700 shares 5,700 $376K 0.04% -3,484 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: 2,275 shares; 2024Q4: 2,473 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares 2,473 $374K 0.04% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,813 shares; 2025Q1: 1,813 shares; 2025Q2: not reported; 2025Q3: 1,813 shares; 2025Q4: 1,969 shares 1,969 $355K 0.04% +156 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 7,800 shares 7,800 $355K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,928 shares; 2025Q4: 1,978 shares 1,978 $352K 0.04% +50 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: not reported; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 688 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685 $350K 0.04% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares 3,272 $349K 0.04% 0 Timeline MLPA 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: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares 7,000 $339K 0.04% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185 shares 1,185 $338K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,136 shares; 2025Q3: 1,738 shares; 2025Q4: 1,702 shares 1,702 $332K 0.03% -36 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: 1,467 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,335 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares 1,416 $328K 0.03% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,262 shares; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 1,008 shares; 2025Q4: 938 shares 938 $324K 0.03% -70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,226 shares; 2025Q4: 5,026 shares 5,026 $324K 0.03% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,091 shares 1,091 $314K 0.03% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,272 shares; 2025Q1: 1,280 shares; 2025Q2: 1,297 shares; 2025Q3: 992 shares; 2025Q4: 949 shares 949 $313K 0.03% -43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,679 shares 1,679 $311K 0.03% new 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: 1,283 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,510 shares; 2025Q3: 1,561 shares; 2025Q4: 1,560 shares 1,560 $310K 0.03% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,017 shares 4,017 $309K 0.03% new 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: 619 shares; 2024Q4: 622 shares; 2025Q1: 625 shares; 2025Q2: 627 shares; 2025Q3: 629 shares; 2025Q4: 632 shares 632 $304K 0.03% +3 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: 1,870 shares; 2024Q4: 1,540 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares 1,540 $300K 0.03% 0 Timeline VCR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 754 shares 754 $297K 0.03% new 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: 626 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 635 shares 635 $296K 0.03% +9 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,065 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,065 shares; 2025Q4: 4,065 shares 4,065 $295K 0.03% 0 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: 2,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,213 shares 4,213 $295K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 880 shares 880 $288K 0.03% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 2,016 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares 1,927 $287K 0.03% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 2,782 shares; 2025Q1: 2,790 shares; 2025Q2: 2,799 shares; 2025Q3: 2,809 shares; 2025Q4: 2,819 shares 2,819 $281K 0.03% +10 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: not reported; 2024Q4: 2,704 shares; 2025Q1: 2,705 shares; 2025Q2: 2,739 shares; 2025Q3: 2,912 shares; 2025Q4: 937 shares 937 $277K 0.03% -1,975 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: 2,994 shares; 2024Q4: 2,402 shares; 2025Q1: 2,198 shares; 2025Q2: 2,198 shares; 2025Q3: 2,198 shares; 2025Q4: 2,198 shares 2,198 $277K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 1,639 shares; 2025Q1: 1,805 shares; 2025Q2: 1,536 shares; 2025Q3: 1,560 shares; 2025Q4: 1,786 shares 1,786 $277K 0.03% +226 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,742 shares; 2025Q4: 3,665 shares 3,665 $276K 0.03% -77 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares; 2025Q4: 3,015 shares 3,015 $275K 0.03% 0 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: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares 2,931 $270K 0.03% 0 Timeline VCEB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,242 shares; 2025Q4: 4,219 shares 4,219 $268K 0.03% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,695 shares; 2025Q4: 4,695 shares 4,695 $267K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 302 shares 302 $265K 0.03% +48 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: 1,856 shares; 2024Q4: 2,883 shares; 2025Q1: 2,883 shares; 2025Q2: 2,030 shares; 2025Q3: 1,996 shares; 2025Q4: 1,849 shares 1,849 $265K 0.03% -147 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: not reported; 2024Q4: 2,930 shares; 2025Q1: 2,980 shares; 2025Q2: 3,046 shares; 2025Q3: 3,434 shares; 2025Q4: 3,511 shares 3,511 $260K 0.03% +77 Timeline SCHC 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: 6,316 shares; 2024Q4: 6,256 shares; 2025Q1: 6,256 shares; 2025Q2: 6,257 shares; 2025Q3: 5,659 shares; 2025Q4: 5,680 shares 5,680 $259K 0.03% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,371 shares 1,371 $253K 0.03% new 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: 6,175 shares; 2024Q4: 6,175 shares; 2025Q1: 6,175 shares; 2025Q2: not reported; 2025Q3: 6,175 shares; 2025Q4: 6,175 shares 6,175 $244K 0.03% 0 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: 2,862 shares; 2024Q4: 2,862 shares; 2025Q1: 2,862 shares; 2025Q2: 2,687 shares; 2025Q3: 2,862 shares; 2025Q4: 5,724 shares 5,724 $244K 0.03% +2,862 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: 1,448 shares; 2024Q4: 1,449 shares; 2025Q1: 1,563 shares; 2025Q2: 1,589 shares; 2025Q3: 1,505 shares; 2025Q4: 1,508 shares 1,508 $232K 0.02% +3 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 347 shares 347 $227K 0.02% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192 shares; 2025Q3: 202 shares; 2025Q4: 2,412 shares 2,412 $226K 0.02% +2,210 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 339 shares 339 $225K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 911 shares; 2025Q4: 911 shares 911 $224K 0.02% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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: 103 shares 103 $221K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,085 shares; 2025Q4: 3,085 shares 3,085 $221K 0.02% 0 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: not reported; 2024Q4: 1,163 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,171 shares 1,171 $217K 0.02% +1 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 6,200 shares 6,200 $216K 0.02% -1,500 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: 675 shares; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 680 shares 680 $208K 0.02% +1 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: 1,885 shares; 2024Q4: 1,951 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,762 shares 1,762 $207K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 876 shares; 2025Q1: 901 shares; 2025Q2: 949 shares; 2025Q3: 901 shares; 2025Q4: 901 shares 901 $205K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,457 shares 2,457 $201K 0.02% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB 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: 16,427 shares 16,427 $157K 0.02% new Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 20,000 shares; 2025Q3: 17,000 shares; 2025Q4: 11,000 shares 11,000 $60.9K 0.01% -6,000 Timeline LIVEWIRE GROUP INC LIVEWIRE GROUP INC More: the full row for LIVEWIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $721 <0.01% 0