EQWL 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: 184,919 shares; 2024Q4: 184,919 shares; 2025Q1: 275,766 shares; 2025Q2: 281,722 shares; 2025Q3: 299,325 shares; 2025Q4: 311,977 shares 311,977 $36.9M 10.38% +12,652 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: 172,613 shares; 2024Q4: 172,613 shares; 2025Q1: 297,849 shares; 2025Q2: 304,592 shares; 2025Q3: 327,627 shares; 2025Q4: 340,419 shares 340,419 $32.4M 9.12% +12,792 Timeline JCPB 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: 165,548 shares; 2024Q4: 165,548 shares; 2025Q1: 338,625 shares; 2025Q2: 359,939 shares; 2025Q3: 405,343 shares; 2025Q4: 444,722 shares 444,722 $21.1M 5.93% +39,379 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: 274,050 shares; 2024Q4: 274,050 shares; 2025Q1: 640,411 shares; 2025Q2: 666,535 shares; 2025Q3: 746,516 shares; 2025Q4: 822,996 shares 822,996 $19.2M 5.42% +76,480 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: 186,163 shares; 2024Q4: 186,163 shares; 2025Q1: 526,604 shares; 2025Q2: 543,808 shares; 2025Q3: 575,937 shares; 2025Q4: 586,053 shares 586,053 $15.4M 4.33% +10,116 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,818 shares; 2024Q4: 117,818 shares; 2025Q1: 114,842 shares; 2025Q2: 114,833 shares; 2025Q3: 110,298 shares; 2025Q4: 110,791 shares 110,791 $13.2M 3.72% +493 Timeline JMEE 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: 62,883 shares; 2024Q4: 62,883 shares; 2025Q1: 145,081 shares; 2025Q2: 154,248 shares; 2025Q3: 167,126 shares; 2025Q4: 178,387 shares 178,387 $11.5M 3.23% +11,261 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,428 shares; 2024Q4: 15,428 shares; 2025Q1: 36,581 shares; 2025Q2: 38,000 shares; 2025Q3: 39,301 shares; 2025Q4: 39,266 shares 39,266 $10.9M 3.06% -35 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,559 shares; 2024Q4: 44,559 shares; 2025Q1: 44,539 shares; 2025Q2: 44,539 shares; 2025Q3: 44,727 shares; 2025Q4: 44,705 shares 44,705 $10.7M 3.03% -22 Timeline EDIV 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: 81,375 shares; 2024Q4: 81,375 shares; 2025Q1: 213,866 shares; 2025Q2: 220,242 shares; 2025Q3: 240,271 shares; 2025Q4: 258,220 shares 258,220 $10.1M 2.85% +17,949 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: 30,747 shares; 2024Q4: 30,747 shares; 2025Q1: 76,221 shares; 2025Q2: 77,683 shares; 2025Q3: 89,009 shares; 2025Q4: 95,728 shares 95,728 $9.21M 2.59% +6,719 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: 89,339 shares; 2024Q4: 89,339 shares; 2025Q1: 229,951 shares; 2025Q2: 237,164 shares; 2025Q3: 263,885 shares; 2025Q4: 291,412 shares 291,412 $8.05M 2.27% +27,527 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: 13,524 shares; 2024Q4: 13,524 shares; 2025Q1: 12,588 shares; 2025Q2: 14,863 shares; 2025Q3: 14,972 shares; 2025Q4: 14,450 shares 14,450 $6.99M 1.97% -522 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: 116,700 shares; 2024Q4: 116,700 shares; 2025Q1: 243,310 shares; 2025Q2: 249,830 shares; 2025Q3: 257,225 shares; 2025Q4: 262,374 shares 262,374 $6.31M 1.78% +5,149 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 4,661 shares; 2025Q4: 120,040 shares 120,040 $6.13M 1.73% +115,379 Timeline EUSB 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: 128,903 shares 128,903 $5.66M 1.59% new 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: 23,033 shares; 2024Q4: 23,033 shares; 2025Q1: 20,293 shares; 2025Q2: 20,293 shares; 2025Q3: 20,372 shares; 2025Q4: 20,372 shares 20,372 $5.47M 1.54% 0 Timeline NUDV 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: 60,037 shares; 2024Q4: 60,037 shares; 2025Q1: 139,468 shares; 2025Q2: 149,780 shares; 2025Q3: 169,996 shares; 2025Q4: 176,244 shares 176,244 $5.25M 1.48% +6,248 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: 15,055 shares; 2024Q4: 15,055 shares; 2025Q1: 15,351 shares; 2025Q2: 15,958 shares; 2025Q3: 16,789 shares; 2025Q4: 16,654 shares 16,654 $5.21M 1.47% -135 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: 58,262 shares; 2024Q4: 58,262 shares; 2025Q1: 76,359 shares; 2025Q2: 78,682 shares; 2025Q3: 96,089 shares; 2025Q4: 97,971 shares 97,971 $4.69M 1.32% +1,882 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: 15,080 shares; 2024Q4: 15,080 shares; 2025Q1: 13,530 shares; 2025Q2: 13,530 shares; 2025Q3: 14,453 shares; 2025Q4: 14,168 shares 14,168 $3.85M 1.08% -285 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 1.06% 0 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: 6,779 shares; 2024Q4: 6,779 shares; 2025Q1: 6,806 shares; 2025Q2: 6,821 shares; 2025Q3: 6,635 shares; 2025Q4: 6,587 shares 6,587 $3.36M 0.95% -48 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: 8,890 shares; 2024Q4: 8,890 shares; 2025Q1: 8,291 shares; 2025Q2: 7,889 shares; 2025Q3: 7,572 shares; 2025Q4: 7,592 shares 7,592 $2.51M 0.71% +20 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: 10,529 shares; 2024Q4: 10,529 shares; 2025Q1: 10,592 shares; 2025Q2: 10,592 shares; 2025Q3: 10,275 shares; 2025Q4: 9,910 shares 9,910 $2.08M 0.59% -365 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,156 shares; 2024Q4: 23,156 shares; 2025Q1: 21,412 shares; 2025Q2: 22,692 shares; 2025Q3: 22,957 shares; 2025Q4: 23,075 shares 23,075 $1.95M 0.55% +118 Timeline NUDM 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: 38,005 shares; 2024Q4: 38,005 shares; 2025Q1: 35,701 shares; 2025Q2: 39,064 shares; 2025Q3: 49,712 shares; 2025Q4: 53,326 shares 53,326 $1.93M 0.54% +3,614 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,728 shares; 2024Q4: 9,728 shares; 2025Q1: 12,550 shares; 2025Q2: 13,229 shares; 2025Q3: 15,077 shares; 2025Q4: 14,493 shares 14,493 $1.76M 0.49% -584 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 15,124 shares; 2025Q1: 27,450 shares; 2025Q2: 29,933 shares; 2025Q3: 31,384 shares; 2025Q4: 35,715 shares 35,715 $1.64M 0.46% +4,331 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: 16,651 shares; 2024Q4: 16,651 shares; 2025Q1: 59,601 shares; 2025Q2: 59,625 shares; 2025Q3: 56,910 shares; 2025Q4: 57,804 shares 57,804 $1.59M 0.45% +894 Timeline SUSA 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: 12,190 shares; 2024Q4: 12,190 shares; 2025Q1: 11,873 shares; 2025Q2: 11,739 shares; 2025Q3: 11,466 shares; 2025Q4: 11,156 shares 11,156 $1.55M 0.44% -310 Timeline PLDR PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,403 shares; 2024Q4: 16,403 shares; 2025Q1: 34,857 shares; 2025Q2: 36,985 shares; 2025Q3: 42,374 shares; 2025Q4: 41,444 shares 41,444 $1.54M 0.43% -930 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: 4,374 shares; 2024Q4: 4,374 shares; 2025Q1: 4,124 shares; 2025Q2: 4,124 shares; 2025Q3: 4,170 shares; 2025Q4: 4,120 shares 4,120 $1.52M 0.43% -50 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $1.52M 0.43% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 3,671 shares; 2025Q1: 4,921 shares; 2025Q2: 5,081 shares; 2025Q3: 5,875 shares; 2025Q4: 6,535 shares 6,535 $1.51M 0.42% +660 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,972 shares; 2024Q4: 15,972 shares; 2025Q1: 16,480 shares; 2025Q2: 19,684 shares; 2025Q3: 19,691 shares; 2025Q4: 19,694 shares 19,694 $1.45M 0.41% +3 Timeline PHO 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: 18,527 shares; 2024Q4: 18,527 shares; 2025Q1: 18,479 shares; 2025Q2: 19,429 shares; 2025Q3: 19,957 shares; 2025Q4: 20,192 shares 20,192 $1.42M 0.4% +235 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: 24,004 shares; 2024Q4: 24,004 shares; 2025Q1: 5,143 shares; 2025Q2: 5,261 shares; 2025Q3: 5,246 shares; 2025Q4: 5,320 shares 5,320 $1.37M 0.39% +74 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: 3,871 shares; 2024Q4: 3,871 shares; 2025Q1: 4,132 shares; 2025Q2: 4,367 shares; 2025Q3: 5,022 shares; 2025Q4: 5,102 shares 5,102 $1.35M 0.38% +80 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: 6,382 shares; 2024Q4: 6,382 shares; 2025Q1: 6,497 shares; 2025Q2: 6,497 shares; 2025Q3: 6,579 shares; 2025Q4: 6,379 shares 6,379 $1.32M 0.37% -200 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,183 shares; 2025Q1: 1,945 shares; 2025Q2: 1,863 shares; 2025Q3: 1,747 shares; 2025Q4: 1,924 shares 1,924 $1.32M 0.37% +177 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: 27,288 shares; 2024Q4: 27,288 shares; 2025Q1: 27,264 shares; 2025Q2: 27,264 shares; 2025Q3: 27,264 shares; 2025Q4: 27,264 shares 27,264 $1.28M 0.36% 0 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: 35,837 shares; 2024Q4: 35,837 shares; 2025Q1: 38,000 shares; 2025Q2: 38,000 shares; 2025Q3: 38,000 shares; 2025Q4: 38,000 shares 38,000 $1.24M 0.35% 0 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: 3,469 shares; 2024Q4: 3,469 shares; 2025Q1: 3,459 shares; 2025Q2: 3,709 shares; 2025Q3: 3,711 shares; 2025Q4: 3,711 shares 3,711 $1.21M 0.34% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 4,987 shares; 2025Q1: 5,266 shares; 2025Q2: 5,380 shares; 2025Q3: 5,165 shares; 2025Q4: 5,137 shares 5,137 $1.18M 0.33% -28 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: 10,712 shares; 2024Q4: 10,712 shares; 2025Q1: 10,748 shares; 2025Q2: 10,150 shares; 2025Q3: 9,812 shares; 2025Q4: 9,057 shares 9,057 $1.17M 0.33% -755 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: 23,568 shares; 2024Q4: 23,568 shares; 2025Q1: 23,651 shares; 2025Q2: 27,630 shares; 2025Q3: 25,443 shares; 2025Q4: 25,394 shares 25,394 $1.14M 0.32% -49 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: 12,820 shares; 2024Q4: 12,820 shares; 2025Q1: 12,321 shares; 2025Q2: 9,033 shares; 2025Q3: 9,021 shares; 2025Q4: 10,090 shares 10,090 $1.08M 0.3% +1,069 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: 4,897 shares; 2024Q4: 4,897 shares; 2025Q1: 5,372 shares; 2025Q2: 5,372 shares; 2025Q3: 5,746 shares; 2025Q4: 5,746 shares 5,746 $1.07M 0.3% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,768 shares; 2025Q1: 4,389 shares; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 4,127 shares 4,127 $1.02M 0.29% -110 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: 11,435 shares; 2024Q4: 11,435 shares; 2025Q1: 34,305 shares; 2025Q2: 34,305 shares; 2025Q3: 34,305 shares; 2025Q4: 34,080 shares 34,080 $1.01M 0.28% -225 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: 6,896 shares; 2024Q4: 6,896 shares; 2025Q1: 6,934 shares; 2025Q2: 6,834 shares; 2025Q3: 7,001 shares; 2025Q4: 7,014 shares 7,014 $1.01M 0.28% +13 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: 7,981 shares; 2024Q4: 7,981 shares; 2025Q1: 8,327 shares; 2025Q2: 8,327 shares; 2025Q3: 8,327 shares; 2025Q4: 8,327 shares 8,327 $989K 0.28% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 6,567 shares; 2025Q1: 6,581 shares; 2025Q2: 6,677 shares; 2025Q3: 6,496 shares; 2025Q4: 6,496 shares 6,496 $966K 0.27% 0 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: 2,435 shares; 2024Q4: 2,435 shares; 2025Q1: 2,897 shares; 2025Q2: 2,897 shares; 2025Q3: 2,949 shares; 2025Q4: 2,966 shares 2,966 $956K 0.27% +17 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: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,107 shares; 2025Q4: 1,099 shares 1,099 $948K 0.27% -8 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: 13,215 shares; 2024Q4: 13,215 shares; 2025Q1: 13,240 shares; 2025Q2: 13,040 shares; 2025Q3: 13,062 shares; 2025Q4: 12,727 shares 12,727 $890K 0.25% -335 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: 15,561 shares; 2024Q4: 15,561 shares; 2025Q1: 31,122 shares; 2025Q2: 31,122 shares; 2025Q3: 31,122 shares; 2025Q4: 31,122 shares 31,122 $886K 0.25% 0 Timeline IYH 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: 16,821 shares; 2024Q4: 16,821 shares; 2025Q1: 16,847 shares; 2025Q2: 15,463 shares; 2025Q3: 13,488 shares; 2025Q4: 13,488 shares 13,488 $878K 0.25% 0 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: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 2,865 shares; 2025Q2: 2,865 shares; 2025Q3: 2,867 shares; 2025Q4: 2,934 shares 2,934 $869K 0.24% +67 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: 5,654 shares; 2024Q4: 5,654 shares; 2025Q1: 5,845 shares; 2025Q2: 7,374 shares; 2025Q3: 8,975 shares; 2025Q4: 8,975 shares 8,975 $862K 0.24% 0 Timeline JPEM 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: 13,264 shares; 2024Q4: 13,264 shares; 2025Q1: 14,186 shares; 2025Q2: 14,186 shares; 2025Q3: 14,186 shares; 2025Q4: 14,186 shares 14,186 $862K 0.24% 0 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: 5,243 shares; 2024Q4: 5,243 shares; 2025Q1: 6,075 shares; 2025Q2: 9,621 shares; 2025Q3: 9,849 shares; 2025Q4: 8,532 shares 8,532 $852K 0.24% -1,317 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: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 16,243 shares; 2025Q2: 16,337 shares; 2025Q3: 16,881 shares; 2025Q4: 17,107 shares 17,107 $787K 0.22% +226 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,022 shares; 2024Q4: 14,022 shares; 2025Q1: 14,022 shares; 2025Q2: 14,522 shares; 2025Q3: 14,872 shares; 2025Q4: 15,422 shares 15,422 $785K 0.22% +550 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,465 shares; 2025Q4: 3,465 shares 3,465 $761K 0.21% 0 Timeline EEMV 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: 8,736 shares; 2024Q4: 8,736 shares; 2025Q1: 11,867 shares; 2025Q2: 11,867 shares; 2025Q3: 11,867 shares; 2025Q4: 11,867 shares 11,867 $760K 0.21% 0 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: 9,625 shares; 2024Q4: 9,625 shares; 2025Q1: 9,069 shares; 2025Q2: 9,094 shares; 2025Q3: 9,112 shares; 2025Q4: 9,156 shares 9,156 $758K 0.21% +44 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: 5,505 shares; 2024Q4: 5,505 shares; 2025Q1: 5,459 shares; 2025Q2: 5,959 shares; 2025Q3: 6,178 shares; 2025Q4: 6,178 shares 6,178 $743K 0.21% 0 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: 19,418 shares; 2024Q4: 19,418 shares; 2025Q1: 17,024 shares; 2025Q2: 17,024 shares; 2025Q3: 17,354 shares; 2025Q4: 16,826 shares 16,826 $743K 0.21% -528 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: 15,230 shares; 2024Q4: 15,230 shares; 2025Q1: 16,039 shares; 2025Q2: 16,662 shares; 2025Q3: 13,662 shares; 2025Q4: 14,019 shares 14,019 $705K 0.2% +357 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 10,167 shares; 2025Q1: 10,067 shares; 2025Q2: 10,067 shares; 2025Q3: 10,071 shares; 2025Q4: 10,071 shares 10,071 $699K 0.2% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 516 shares; 2025Q2: 616 shares; 2025Q3: 653 shares; 2025Q4: 653 shares 653 $699K 0.2% 0 Timeline PFM 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: 13,561 shares; 2024Q4: 13,561 shares; 2025Q1: 13,561 shares; 2025Q2: 13,561 shares; 2025Q3: 13,561 shares; 2025Q4: 13,561 shares 13,561 $698K 0.2% 0 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: 2,260 shares; 2024Q4: 2,260 shares; 2025Q1: 2,131 shares; 2025Q2: 2,120 shares; 2025Q3: 2,142 shares; 2025Q4: 2,142 shares 2,142 $672K 0.19% 0 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: 1,783 shares; 2024Q4: 1,783 shares; 2025Q1: 3,504 shares; 2025Q2: 3,504 shares; 2025Q3: 3,633 shares; 2025Q4: 3,633 shares 3,633 $669K 0.19% 0 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: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 19,720 shares; 2025Q2: 19,720 shares; 2025Q3: 19,720 shares; 2025Q4: 19,720 shares 19,720 $643K 0.18% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: 5,374 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 6,127 shares; 2025Q4: 7,708 shares 7,708 $638K 0.18% +1,581 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: 14,237 shares; 2024Q4: 14,237 shares; 2025Q1: 14,108 shares; 2025Q2: 12,496 shares; 2025Q3: 11,436 shares; 2025Q4: 11,478 shares 11,478 $631K 0.18% +42 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: 4,641 shares; 2024Q4: 4,641 shares; 2025Q1: 4,441 shares; 2025Q2: 5,641 shares; 2025Q3: 5,662 shares; 2025Q4: 5,662 shares 5,662 $631K 0.18% 0 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: 908 shares; 2024Q4: 908 shares; 2025Q1: 1,028 shares; 2025Q2: 1,308 shares; 2025Q3: 1,618 shares; 2025Q4: 1,718 shares 1,718 $601K 0.17% +100 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: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 905 shares; 2025Q4: 904 shares 904 $599K 0.17% -1 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,273 shares; 2024Q4: 17,273 shares; 2025Q1: 18,421 shares; 2025Q2: 18,421 shares; 2025Q3: 20,169 shares; 2025Q4: 20,169 shares 20,169 $596K 0.17% 0 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: 4,313 shares; 2024Q4: 4,313 shares; 2025Q1: 4,168 shares; 2025Q2: 4,108 shares; 2025Q3: 4,207 shares; 2025Q4: 4,207 shares 4,207 $585K 0.16% 0 Timeline EAOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,385 shares; 2025Q4: 16,369 shares 16,369 $578K 0.16% +4,984 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: 8,697 shares 8,697 $569K 0.16% new Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,651 shares; 2024Q4: 8,651 shares; 2025Q1: 9,708 shares; 2025Q2: 11,803 shares; 2025Q3: 11,772 shares; 2025Q4: 11,215 shares 11,215 $566K 0.16% -557 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: 6,556 shares; 2024Q4: 6,556 shares; 2025Q1: 7,545 shares; 2025Q2: 7,552 shares; 2025Q3: 7,566 shares; 2025Q4: 7,583 shares 7,583 $562K 0.16% +17 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: 2,051 shares; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 2,051 shares; 2025Q3: 2,164 shares; 2025Q4: 2,164 shares 2,164 $556K 0.16% 0 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: 839 shares; 2024Q4: 839 shares; 2025Q1: 907 shares; 2025Q2: 1,407 shares; 2025Q3: 1,454 shares; 2025Q4: 1,582 shares 1,582 $544K 0.15% +128 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 13,220 shares; 2025Q1: 13,220 shares; 2025Q2: 15,022 shares; 2025Q3: 15,080 shares; 2025Q4: 15,080 shares 15,080 $544K 0.15% 0 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: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 3,356 shares; 2025Q3: 3,358 shares; 2025Q4: 3,358 shares 3,358 $538K 0.15% 0 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: 1,772 shares; 2024Q4: 1,772 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares 1,492 $524K 0.15% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 369 shares; 2025Q3: 492 shares; 2025Q4: 488 shares 488 $522K 0.15% -4 Timeline IXJ 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: 5,547 shares; 2024Q4: 5,547 shares; 2025Q1: 5,547 shares; 2025Q2: 5,357 shares; 2025Q3: 5,357 shares; 2025Q4: 5,357 shares 5,357 $522K 0.15% 0 Timeline IYF 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: 3,790 shares; 2024Q4: 3,790 shares; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares 3,961 $511K 0.14% 0 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: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,105 shares; 2025Q3: 1,079 shares; 2025Q4: 1,078 shares 1,078 $502K 0.14% -1 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: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,641 shares; 2025Q2: 3,141 shares; 2025Q3: 3,439 shares; 2025Q4: 3,439 shares 3,439 $494K 0.14% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,705 shares; 2025Q4: 2,705 shares 2,705 $488K 0.14% 0 Timeline FENI 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: not reported; 2024Q4: not reported; 2025Q1: 9,979 shares; 2025Q2: 10,152 shares; 2025Q3: 10,198 shares; 2025Q4: 13,093 shares 13,093 $479K 0.13% +2,895 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $476K 0.13% 0 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: 18,579 shares; 2024Q4: 18,579 shares; 2025Q1: 20,904 shares; 2025Q2: 17,644 shares; 2025Q3: 18,288 shares; 2025Q4: 18,288 shares 18,288 $455K 0.13% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,442 shares; 2025Q2: 1,412 shares; 2025Q3: 1,414 shares; 2025Q4: 1,412 shares 1,412 $450K 0.13% -2 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: 4,079 shares; 2024Q4: 4,079 shares; 2025Q1: 3,659 shares; 2025Q2: 3,660 shares; 2025Q3: 3,656 shares; 2025Q4: 3,656 shares 3,656 $445K 0.13% 0 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: 454 shares; 2024Q4: 454 shares; 2025Q1: 530 shares; 2025Q2: 650 shares; 2025Q3: 720 shares; 2025Q4: 842 shares 842 $423K 0.12% +122 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,830 shares; 2024Q4: 7,830 shares; 2025Q1: 5,330 shares; 2025Q2: 6,430 shares; 2025Q3: 8,530 shares; 2025Q4: 8,530 shares 8,530 $418K 0.12% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,172 shares; 2025Q1: 3,672 shares; 2025Q2: 4,272 shares; 2025Q3: 4,278 shares; 2025Q4: 4,278 shares 4,278 $411K 0.12% 0 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: 1,799 shares; 2024Q4: 1,799 shares; 2025Q1: 1,825 shares; 2025Q2: 1,950 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares 2,099 $409K 0.12% 0 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: 8,455 shares; 2024Q4: 8,455 shares; 2025Q1: 8,455 shares; 2025Q2: 8,455 shares; 2025Q3: 8,835 shares; 2025Q4: 6,230 shares 6,230 $397K 0.11% -2,605 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: 4,655 shares; 2024Q4: 4,655 shares; 2025Q1: 5,624 shares; 2025Q2: 5,899 shares; 2025Q3: 6,904 shares; 2025Q4: 7,335 shares 7,335 $391K 0.11% +431 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,210 shares; 2025Q4: 1,600 shares 1,600 $389K 0.11% +390 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: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 419 shares; 2025Q4: 359 shares 359 $386K 0.11% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 998 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares 1,266 $385K 0.11% 0 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: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,103 shares; 2025Q2: 1,088 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares 1,094 $384K 0.11% 0 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: 9,741 shares; 2024Q4: 9,741 shares; 2025Q1: 8,741 shares; 2025Q2: 8,741 shares; 2025Q3: 9,306 shares; 2025Q4: 9,306 shares 9,306 $379K 0.11% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 535 shares; 2025Q3: 599 shares; 2025Q4: 604 shares 604 $379K 0.11% +5 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: 6,708 shares; 2024Q4: 6,708 shares; 2025Q1: 8,728 shares; 2025Q2: 7,417 shares; 2025Q3: 6,494 shares; 2025Q4: 7,169 shares 7,169 $376K 0.11% +675 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: 5,392 shares; 2024Q4: 5,392 shares; 2025Q1: 5,392 shares; 2025Q2: 5,392 shares; 2025Q3: 5,392 shares; 2025Q4: 5,392 shares 5,392 $374K 0.11% 0 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: 968 shares; 2024Q4: 968 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,107 shares 1,107 $371K 0.1% -87 Timeline EMNT 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: 3,732 shares 3,732 $368K 0.1% new Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,689 shares; 2025Q2: 10,740 shares; 2025Q3: 10,854 shares; 2025Q4: 12,270 shares 12,270 $366K 0.1% +1,416 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: 976 shares; 2024Q4: 976 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 917 shares 917 $363K 0.1% -6 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,004 shares; 2025Q2: 7,239 shares; 2025Q3: 7,239 shares; 2025Q4: 8,605 shares 8,605 $361K 0.1% +1,366 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: 615 shares; 2024Q4: 615 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 545 shares; 2025Q4: 535 shares 535 $353K 0.1% -10 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: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,373 shares; 2025Q4: 1,333 shares 1,333 $350K 0.1% -40 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,583 shares; 2024Q4: 7,583 shares; 2025Q1: 7,481 shares; 2025Q2: 7,481 shares; 2025Q3: 7,582 shares; 2025Q4: 6,819 shares 6,819 $344K 0.1% -763 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares 2,006 $343K 0.1% 0 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: 9,037 shares; 2024Q4: 9,037 shares; 2025Q1: 8,262 shares; 2025Q2: 8,262 shares; 2025Q3: 7,802 shares; 2025Q4: 7,662 shares 7,662 $342K 0.1% -140 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: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: not reported; 2025Q2: 2,727 shares; 2025Q3: 3,227 shares; 2025Q4: 3,227 shares 3,227 $340K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,748 shares; 2025Q4: 2,985 shares 2,985 $340K 0.1% +237 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $333K 0.09% 0 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: 6,082 shares; 2024Q4: 6,082 shares; 2025Q1: 6,082 shares; 2025Q2: 6,082 shares; 2025Q3: 6,082 shares; 2025Q4: 6,082 shares 6,082 $327K 0.09% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,199 shares; 2024Q4: 14,199 shares; 2025Q1: 14,199 shares; 2025Q2: 14,199 shares; 2025Q3: 14,199 shares; 2025Q4: 14,199 shares 14,199 $316K 0.09% 0 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: 6,108 shares; 2024Q4: 6,108 shares; 2025Q1: 5,558 shares; 2025Q2: 5,558 shares; 2025Q3: 4,574 shares; 2025Q4: 4,074 shares 4,074 $314K 0.09% -500 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,734 shares; 2025Q3: 2,606 shares; 2025Q4: 2,606 shares 2,606 $313K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 456 shares; 2025Q4: 456 shares 456 $311K 0.09% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares 1,565 $305K 0.09% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,237 shares; 2024Q4: 8,237 shares; 2025Q1: 8,237 shares; 2025Q2: 8,237 shares; 2025Q3: 8,237 shares; 2025Q4: 8,521 shares 8,521 $304K 0.09% +284 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: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 3,881 shares 3,881 $302K 0.09% +1,279 Timeline AOR 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: 4,202 shares; 2025Q4: 4,647 shares 4,647 $302K 0.09% +445 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,494 shares; 2025Q4: 7,248 shares 7,248 $300K 0.08% +754 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 10,549 shares; 2025Q1: 10,488 shares; 2025Q2: 10,147 shares; 2025Q3: 8,789 shares; 2025Q4: 6,443 shares 6,443 $300K 0.08% -2,346 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: 4,235 shares; 2024Q4: 4,235 shares; 2025Q1: 4,801 shares; 2025Q2: 4,811 shares; 2025Q3: 5,214 shares; 2025Q4: 5,014 shares 5,014 $293K 0.08% -200 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,472 shares; 2024Q4: 6,472 shares; 2025Q1: 6,472 shares; 2025Q2: 6,472 shares; 2025Q3: 6,472 shares; 2025Q4: 6,472 shares 6,472 $292K 0.08% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 5,914 shares; 2025Q1: 6,370 shares; 2025Q2: 6,370 shares; 2025Q3: 6,370 shares; 2025Q4: 6,370 shares 6,370 $290K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,342 shares 5,342 $288K 0.08% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 939 shares; 2025Q4: 939 shares 939 $287K 0.08% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares 1,468 $285K 0.08% 0 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: 528 shares; 2024Q4: 528 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 483 shares 483 $277K 0.08% +55 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 5,847 shares; 2025Q3: 5,847 shares; 2025Q4: 7,157 shares 7,157 $274K 0.08% +1,310 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares 574 $272K 0.08% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,038 shares; 2025Q2: 1,042 shares; 2025Q3: 1,046 shares; 2025Q4: 1,042 shares 1,042 $271K 0.08% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,176 shares; 2025Q4: 2,176 shares 2,176 $267K 0.08% 0 Timeline SDG 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: 8,566 shares; 2024Q4: 8,566 shares; 2025Q1: 3,153 shares; 2025Q2: 3,153 shares; 2025Q3: 3,153 shares; 2025Q4: 3,171 shares 3,171 $267K 0.08% +18 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,868 shares; 2025Q1: 2,868 shares; 2025Q2: 2,868 shares; 2025Q3: 2,627 shares; 2025Q4: 2,627 shares 2,627 $264K 0.07% 0 Timeline NUEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares; 2025Q4: 7,407 shares 7,407 $264K 0.07% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,192 shares 1,192 $255K 0.07% -60 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: not reported; 2024Q4: not reported; 2025Q1: 3,108 shares; 2025Q2: 2,532 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares 2,540 $254K 0.07% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 5,335 shares 5,335 $250K 0.07% 0 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,428 shares; 2025Q1: not reported; 2025Q2: 5,428 shares; 2025Q3: 5,428 shares; 2025Q4: 5,428 shares 5,428 $250K 0.07% 0 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: 663 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 663 shares 663 $248K 0.07% 0 Timeline FDL 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: 5,511 shares; 2024Q4: 5,511 shares; 2025Q1: 5,511 shares; 2025Q2: 5,511 shares; 2025Q3: 5,511 shares; 2025Q4: 5,511 shares 5,511 $244K 0.07% 0 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: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: not reported; 2025Q2: 9,018 shares; 2025Q3: 9,018 shares; 2025Q4: 9,018 shares 9,018 $243K 0.07% 0 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,361 shares; 2025Q3: 6,361 shares; 2025Q4: 6,361 shares 6,361 $242K 0.07% 0 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: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares 1,403 $237K 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: 4,222 shares; 2024Q4: 4,222 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares 2,732 $236K 0.07% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 4,084 shares; 2025Q4: 4,084 shares 4,084 $221K 0.06% 0 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: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,326 shares; 2025Q2: 2,326 shares; 2025Q3: 2,332 shares; 2025Q4: 2,326 shares 2,326 $218K 0.06% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares 2,604 $215K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,053 shares; 2025Q3: 1,118 shares; 2025Q4: 1,232 shares 1,232 $214K 0.06% +114 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V 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: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares 8,150 $211K 0.06% 0 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: 326 shares; 2024Q4: 326 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 364 shares 364 $211K 0.06% new 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 488 shares; 2025Q4: 434 shares 434 $210K 0.06% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,510 shares 1,510 $207K 0.06% -50 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: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares 2,057 $206K 0.06% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,375 shares; 2025Q2: 1,377 shares; 2025Q3: 1,380 shares; 2025Q4: 1,117 shares 1,117 $205K 0.06% -263 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: 1,902 shares; 2024Q4: 1,902 shares; 2025Q1: 1,902 shares; 2025Q2: 1,902 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares 1,576 $203K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares 888 $203K 0.06% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $202K 0.06% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares 1,261 $202K 0.06% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 964 shares; 2025Q4: 962 shares 962 $200K 0.06% -2 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 10,000 shares 10,000 $173K 0.05% new Timeline PLRX PLIANT THERAPEUTICS INC More: the full row for PLIANT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,160 shares; 2024Q4: 100,160 shares; 2025Q1: 100,160 shares; 2025Q2: 100,160 shares; 2025Q3: 100,160 shares; 2025Q4: 100,160 shares 100,160 $122K 0.03% 0 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA 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: 22,484 shares 22,484 $85.4K 0.02% new Timeline