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: 1,438 shares; 2024Q4: 1,446 shares; 2025Q1: 8,790 shares; 2025Q2: 8,725 shares; 2025Q3: 8,772 shares; 2025Q4: 242,835 shares 242,835 $152M 11.42% +234,063 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares; 2025Q4: 587,964 shares 587,964 $149M 11.15% +587,107 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,577 shares; 2024Q4: 379,501 shares; 2025Q1: 378,612 shares; 2025Q2: 380,017 shares; 2025Q3: 378,714 shares; 2025Q4: 157,000 shares 157,000 $96.4M 7.23% -221,714 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831,947 shares; 2024Q4: 2,043,828 shares; 2025Q1: 2,081,416 shares; 2025Q2: 2,101,350 shares; 2025Q3: 2,123,599 shares; 2025Q4: 2,144,055 shares 2,144,055 $81.5M 6.11% +20,456 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,030 shares; 2024Q4: 881,975 shares; 2025Q1: 864,796 shares; 2025Q2: 866,443 shares; 2025Q3: 865,536 shares; 2025Q4: 872,577 shares 872,577 $78M 5.85% +7,041 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: 363,428 shares; 2024Q4: 527,949 shares; 2025Q1: 545,128 shares; 2025Q2: 667,768 shares; 2025Q3: 697,156 shares; 2025Q4: 752,135 shares 752,135 $75.1M 5.63% +54,979 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: 280,259 shares; 2024Q4: 289,725 shares; 2025Q1: 290,399 shares; 2025Q2: 296,206 shares; 2025Q3: 295,765 shares; 2025Q4: 260,705 shares 260,705 $70.9M 5.31% -35,060 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: 816,278 shares; 2024Q4: 2,932,743 shares; 2025Q1: 2,993,100 shares; 2025Q2: 3,046,323 shares; 2025Q3: 3,095,874 shares; 2025Q4: 2,536,062 shares 2,536,062 $69.6M 5.22% -559,812 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: 2,605,132 shares; 2024Q4: 8,165,768 shares; 2025Q1: 8,238,465 shares; 2025Q2: 8,275,927 shares; 2025Q3: 8,318,386 shares; 2025Q4: 2,552,924 shares 2,552,924 $67M 5.02% -5,765,462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731,461 shares; 2025Q3: 768,113 shares; 2025Q4: 878,614 shares 878,614 $41.7M 3.12% +110,501 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,873 shares; 2024Q4: 1,202,011 shares; 2025Q1: 1,283,506 shares; 2025Q2: 1,215,695 shares; 2025Q3: 1,279,128 shares; 2025Q4: 1,416,984 shares 1,416,984 $35.5M 2.66% +137,856 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: 103,151 shares; 2024Q4: 111,719 shares; 2025Q1: 112,164 shares; 2025Q2: 112,549 shares; 2025Q3: 113,576 shares; 2025Q4: 116,365 shares 116,365 $33.8M 2.53% +2,789 Timeline SCHI 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: 413,449 shares; 2024Q4: 1,080,234 shares; 2025Q1: 1,132,577 shares; 2025Q2: 1,268,234 shares; 2025Q3: 1,308,128 shares; 2025Q4: 1,427,118 shares 1,427,118 $32.8M 2.46% +118,990 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,280 shares; 2024Q4: 441,970 shares; 2025Q1: 452,811 shares; 2025Q2: 463,019 shares; 2025Q3: 474,016 shares; 2025Q4: 517,009 shares 517,009 $29.7M 2.22% +42,993 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785,338 shares; 2025Q3: 773,675 shares; 2025Q4: 768,733 shares 768,733 $29M 2.18% -4,942 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: 127,523 shares; 2024Q4: 116,400 shares; 2025Q1: 116,897 shares; 2025Q2: 116,996 shares; 2025Q3: 116,660 shares; 2025Q4: 112,780 shares 112,780 $26M 1.95% -3,880 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119,616 shares; 2024Q4: 552,294 shares; 2025Q1: 514,736 shares; 2025Q2: 511,048 shares; 2025Q3: 506,976 shares; 2025Q4: 477,638 shares 477,638 $21.7M 1.63% -29,338 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: 50,823 shares 50,823 $18.3M 1.37% new Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459,160 shares; 2025Q3: 449,730 shares; 2025Q4: 448,716 shares 448,716 $17.6M 1.32% -1,014 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF 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: 686,899 shares 686,899 $17M 1.27% new Timeline NLR 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: 131,760 shares 131,760 $16.4M 1.23% new 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: 26,298 shares; 2024Q4: 25,289 shares; 2025Q1: 24,165 shares; 2025Q2: 24,088 shares; 2025Q3: 24,014 shares; 2025Q4: 23,794 shares 23,794 $16.2M 1.22% -220 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: 17,520 shares; 2024Q4: 17,147 shares; 2025Q1: 15,831 shares; 2025Q2: 15,589 shares; 2025Q3: 15,362 shares; 2025Q4: 15,224 shares 15,224 $11.5M 0.86% -138 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: 32,114 shares; 2024Q4: 31,331 shares; 2025Q1: 30,414 shares; 2025Q2: 30,767 shares; 2025Q3: 30,268 shares; 2025Q4: 30,110 shares 30,110 $10.1M 0.76% -158 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: 170,115 shares; 2024Q4: 331,734 shares; 2025Q1: 295,594 shares; 2025Q2: 293,419 shares; 2025Q3: 289,809 shares; 2025Q4: 285,831 shares 285,831 $8.14M 0.61% -3,978 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: 109,163 shares; 2024Q4: 104,855 shares; 2025Q1: 104,644 shares; 2025Q2: 101,812 shares; 2025Q3: 100,603 shares; 2025Q4: 99,229 shares 99,229 $7.35M 0.55% -1,374 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: 11,842 shares; 2024Q4: 12,373 shares; 2025Q1: 13,271 shares; 2025Q2: 13,709 shares; 2025Q3: 13,872 shares; 2025Q4: 14,306 shares 14,306 $6.92M 0.52% +434 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: 24,873 shares; 2024Q4: 24,651 shares; 2025Q1: 24,092 shares; 2025Q2: 23,956 shares; 2025Q3: 23,964 shares; 2025Q4: 47,363 shares 47,363 $6.82M 0.51% +23,399 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: 18,430 shares; 2024Q4: 18,047 shares; 2025Q1: 25,783 shares; 2025Q2: 29,092 shares; 2025Q3: 28,717 shares; 2025Q4: 31,960 shares 31,960 $5.96M 0.45% +3,243 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,776 shares; 2024Q4: 378,191 shares; 2025Q1: 390,772 shares; 2025Q2: 394,009 shares; 2025Q3: 399,397 shares; 2025Q4: 71,854 shares 71,854 $5.01M 0.38% -327,543 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,837 shares; 2024Q4: 135,597 shares; 2025Q1: 121,227 shares; 2025Q2: 119,425 shares; 2025Q3: 116,500 shares; 2025Q4: 114,499 shares 114,499 $4.69M 0.35% -2,001 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: 8,735 shares; 2024Q4: 8,751 shares; 2025Q1: 8,770 shares; 2025Q2: 8,754 shares; 2025Q3: 8,734 shares; 2025Q4: 8,697 shares 8,697 $4.37M 0.33% -37 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: 9,935 shares; 2024Q4: 10,750 shares; 2025Q1: 10,617 shares; 2025Q2: 10,882 shares; 2025Q3: 11,009 shares; 2025Q4: 11,387 shares 11,387 $3.57M 0.27% +378 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: 13,696 shares; 2024Q4: 13,359 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares; 2025Q3: 12,621 shares; 2025Q4: 12,623 shares 12,623 $3.11M 0.23% +2 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: 8,210 shares; 2024Q4: 9,209 shares; 2025Q1: 8,859 shares; 2025Q2: 9,397 shares; 2025Q3: 9,456 shares; 2025Q4: 9,909 shares 9,909 $3.1M 0.23% +453 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: 17,997 shares; 2024Q4: 17,305 shares; 2025Q1: 16,997 shares; 2025Q2: 16,850 shares; 2025Q3: 16,227 shares; 2025Q4: 16,099 shares 16,099 $3.08M 0.23% -128 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: 8,365 shares; 2024Q4: 8,422 shares; 2025Q1: 8,522 shares; 2025Q2: 8,696 shares; 2025Q3: 8,703 shares; 2025Q4: 8,740 shares 8,740 $2.82M 0.21% +37 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: 17,033 shares; 2024Q4: 17,367 shares; 2025Q1: 17,615 shares; 2025Q2: 17,550 shares; 2025Q3: 17,541 shares; 2025Q4: 17,541 shares 17,541 $2.52M 0.19% 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: 25,713 shares; 2024Q4: 76,718 shares; 2025Q1: 77,816 shares; 2025Q2: 77,799 shares; 2025Q3: 77,734 shares; 2025Q4: 77,364 shares 77,364 $2.08M 0.16% -370 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: 2,968 shares; 2024Q4: 3,057 shares; 2025Q1: 2,920 shares; 2025Q2: 3,213 shares; 2025Q3: 3,715 shares; 2025Q4: 4,156 shares 4,156 $1.87M 0.14% +441 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: 7,078 shares; 2024Q4: 7,486 shares; 2025Q1: 7,477 shares; 2025Q2: 7,452 shares; 2025Q3: 7,503 shares; 2025Q4: 7,489 shares 7,489 $1.73M 0.13% -14 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $1.67M 0.13% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,026 shares; 2024Q4: 28,136 shares; 2025Q1: 27,956 shares; 2025Q2: 28,117 shares; 2025Q3: 28,267 shares; 2025Q4: 28,425 shares 28,425 $1.56M 0.12% +158 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: 6,770 shares; 2024Q4: 7,165 shares; 2025Q1: 7,569 shares; 2025Q2: 7,195 shares; 2025Q3: 7,249 shares; 2025Q4: 7,366 shares 7,366 $1.52M 0.11% +117 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,882 shares; 2024Q4: 41,542 shares; 2025Q1: 41,199 shares; 2025Q2: 39,888 shares; 2025Q3: 38,592 shares; 2025Q4: 35,761 shares 35,761 $1.44M 0.11% -2,831 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: 8,313 shares; 2024Q4: 6,876 shares; 2025Q1: 6,973 shares; 2025Q2: 7,126 shares; 2025Q3: 6,407 shares; 2025Q4: 4,676 shares 4,676 $1.33M 0.1% -1,731 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,134 shares; 2024Q4: 36,574 shares; 2025Q1: 28,276 shares; 2025Q2: 25,351 shares; 2025Q3: 24,405 shares; 2025Q4: 25,409 shares 25,409 $1.27M 0.09% +1,004 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: 2,552 shares; 2024Q4: 2,657 shares; 2025Q1: 2,615 shares; 2025Q2: 2,615 shares; 2025Q3: 2,559 shares; 2025Q4: 2,559 shares 2,559 $1.25M 0.09% 0 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: 1,141 shares; 2024Q4: 1,107 shares; 2025Q1: 1,091 shares; 2025Q2: 1,092 shares; 2025Q3: 1,089 shares; 2025Q4: 1,123 shares 1,123 $1.21M 0.09% +34 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: 6,075 shares; 2024Q4: 6,182 shares; 2025Q1: 7,396 shares; 2025Q2: 7,588 shares; 2025Q3: 7,554 shares; 2025Q4: 7,455 shares 7,455 $1.2M 0.09% -99 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: 210,617 shares; 2024Q4: 137,135 shares; 2025Q1: 140,556 shares; 2025Q2: 144,531 shares; 2025Q3: 146,957 shares; 2025Q4: 7,628 shares 7,628 $1.18M 0.09% -139,329 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: 12,805 shares; 2024Q4: 38,415 shares; 2025Q1: 38,415 shares; 2025Q2: 38,610 shares; 2025Q3: 38,980 shares; 2025Q4: 38,980 shares 38,980 $1.17M 0.09% 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: 3,993 shares; 2024Q4: 4,003 shares; 2025Q1: 3,933 shares; 2025Q2: 5,375 shares; 2025Q3: 5,383 shares; 2025Q4: 4,830 shares 4,830 $1.1M 0.08% -553 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,358 shares; 2025Q1: 2,345 shares; 2025Q2: 3,653 shares; 2025Q3: 3,624 shares; 2025Q4: 3,503 shares 3,503 $1.07M 0.08% -121 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: 28,284 shares; 2024Q4: 28,284 shares; 2025Q1: 28,284 shares; 2025Q2: 28,284 shares; 2025Q3: 28,584 shares; 2025Q4: 21,277 shares 21,277 $1.07M 0.08% -7,307 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: 1,101 shares; 2024Q4: 1,202 shares; 2025Q1: 1,189 shares; 2025Q2: 1,289 shares; 2025Q3: 1,327 shares; 2025Q4: 1,551 shares 1,551 $1.02M 0.08% +224 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,096 shares; 2025Q1: 6,108 shares; 2025Q2: 6,122 shares; 2025Q3: 6,134 shares; 2025Q4: 6,146 shares 6,146 $1.01M 0.08% +12 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: 1,727 shares; 2024Q4: 1,390 shares; 2025Q1: 1,398 shares; 2025Q2: 1,397 shares; 2025Q3: 1,507 shares; 2025Q4: 1,459 shares 1,459 $1000K 0.07% -48 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: 10,430 shares; 2024Q4: 10,434 shares; 2025Q1: 10,436 shares; 2025Q2: 10,436 shares; 2025Q3: 10,435 shares; 2025Q4: 10,425 shares 10,425 $923K 0.07% -10 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,978 shares; 2025Q1: 1,984 shares; 2025Q2: 2,761 shares; 2025Q3: 2,804 shares; 2025Q4: 2,647 shares 2,647 $911K 0.07% -157 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: 3,215 shares; 2024Q4: 3,228 shares; 2025Q1: 3,123 shares; 2025Q2: 3,127 shares; 2025Q3: 3,045 shares; 2025Q4: 3,072 shares 3,072 $910K 0.07% +27 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: 1,655 shares; 2024Q4: 1,661 shares; 2025Q1: 1,760 shares; 2025Q2: 2,361 shares; 2025Q3: 2,895 shares; 2025Q4: 2,913 shares 2,913 $898K 0.07% +18 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: 4,086 shares; 2024Q4: 4,085 shares; 2025Q1: 3,813 shares; 2025Q2: 3,673 shares; 2025Q3: 3,782 shares; 2025Q4: 4,171 shares 4,171 $893K 0.07% +389 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: 2,548 shares; 2024Q4: 2,078 shares; 2025Q1: 2,008 shares; 2025Q2: 2,200 shares; 2025Q3: 2,123 shares; 2025Q4: 2,526 shares 2,526 $874K 0.07% +403 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: 4,011 shares; 2024Q4: 4,199 shares; 2025Q1: 4,046 shares; 2025Q2: 4,046 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares 4,041 $772K 0.06% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,561 shares; 2025Q1: 3,561 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares 3,561 $745K 0.06% 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: 6,404 shares; 2024Q4: 6,660 shares; 2025Q1: 7,112 shares; 2025Q2: 7,529 shares; 2025Q3: 9,226 shares; 2025Q4: 9,494 shares 9,494 $731K 0.05% +268 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: 6,901 shares; 2024Q4: 6,742 shares; 2025Q1: 7,458 shares; 2025Q2: 7,433 shares; 2025Q3: 7,534 shares; 2025Q4: 7,592 shares 7,592 $708K 0.05% +58 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: 1,605 shares; 2024Q4: 1,891 shares; 2025Q1: 1,930 shares; 2025Q2: 2,052 shares; 2025Q3: 2,079 shares; 2025Q4: 2,001 shares 2,001 $702K 0.05% -78 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: 6,514 shares; 2024Q4: 6,399 shares; 2025Q1: 5,779 shares; 2025Q2: 5,779 shares; 2025Q3: 5,712 shares; 2025Q4: 5,699 shares 5,699 $685K 0.05% -13 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,402 shares; 2024Q4: 41,402 shares; 2025Q1: 41,402 shares; 2025Q2: 41,402 shares; 2025Q3: 41,402 shares; 2025Q4: 41,402 shares 41,402 $683K 0.05% 0 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: 7,157 shares; 2024Q4: 7,157 shares; 2025Q1: 7,157 shares; 2025Q2: 7,157 shares; 2025Q3: 7,193 shares; 2025Q4: 7,193 shares 7,193 $677K 0.05% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 5,070 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares 5,070 $655K 0.05% 0 Timeline XAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,694 shares; 2025Q3: 17,563 shares; 2025Q4: 17,358 shares 17,358 $650K 0.05% -205 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,348 shares; 2024Q4: 710,865 shares; 2025Q1: 725,828 shares; 2025Q2: not reported; 2025Q3: 5,323 shares; 2025Q4: 15,501 shares 15,501 $634K 0.05% +10,178 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 7,605 shares; 2025Q2: 7,605 shares; 2025Q3: 7,605 shares; 2025Q4: 7,605 shares 7,605 $611K 0.05% 0 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: 8,228 shares; 2024Q4: 8,228 shares; 2025Q1: 8,263 shares; 2025Q2: 8,228 shares; 2025Q3: 8,228 shares; 2025Q4: 8,228 shares 8,228 $605K 0.05% 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: 1,738 shares; 2024Q4: 1,745 shares; 2025Q1: 1,765 shares; 2025Q2: 1,694 shares; 2025Q3: 1,766 shares; 2025Q4: 1,762 shares 1,762 $577K 0.04% -4 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,568 shares; 2025Q4: 10,568 shares 10,568 $564K 0.04% 0 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: 4,040 shares; 2024Q4: 3,906 shares; 2025Q1: 3,528 shares; 2025Q2: 3,453 shares; 2025Q3: 4,523 shares; 2025Q4: 4,674 shares 4,674 $562K 0.04% +151 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: 811 shares; 2024Q4: 826 shares; 2025Q1: 797 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 980 shares 980 $561K 0.04% +44 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 7,815 shares; 2025Q2: 7,815 shares; 2025Q3: 7,815 shares; 2025Q4: 7,815 shares 7,815 $554K 0.04% 0 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: 1,097 shares; 2024Q4: 1,106 shares; 2025Q1: 1,122 shares; 2025Q2: 1,117 shares; 2025Q3: 1,151 shares; 2025Q4: 1,123 shares 1,123 $543K 0.04% -28 Timeline ILCG 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: 5,060 shares; 2024Q4: 5,060 shares; 2025Q1: 5,060 shares; 2025Q2: 5,060 shares; 2025Q3: 5,060 shares; 2025Q4: 5,060 shares 5,060 $526K 0.04% 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: 13,265 shares; 2024Q4: 13,161 shares; 2025Q1: 12,194 shares; 2025Q2: 13,724 shares; 2025Q3: 13,589 shares; 2025Q4: 12,847 shares 12,847 $523K 0.04% -742 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 6,259 shares; 2025Q1: 6,037 shares; 2025Q2: 6,119 shares; 2025Q3: 6,407 shares; 2025Q4: 6,513 shares 6,513 $523K 0.04% +106 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,533 shares; 2025Q1: 2,578 shares; 2025Q2: 2,557 shares; 2025Q3: 2,666 shares; 2025Q4: 2,674 shares 2,674 $490K 0.04% +8 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: 3,697 shares; 2024Q4: 3,781 shares; 2025Q1: 3,600 shares; 2025Q2: 3,564 shares; 2025Q3: 3,388 shares; 2025Q4: 3,327 shares 3,327 $477K 0.04% -61 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,733 shares; 2025Q3: 12,198 shares; 2025Q4: 12,105 shares 12,105 $475K 0.04% -93 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 6,430 shares; 2025Q1: 6,762 shares; 2025Q2: 6,951 shares; 2025Q3: 6,966 shares; 2025Q4: 8,027 shares 8,027 $466K 0.03% +1,061 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: 534 shares; 2025Q3: 697 shares; 2025Q4: 706 shares 706 $461K 0.03% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,263 shares 4,263 $457K 0.03% new Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,558 shares 11,558 $437K 0.03% new 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: 1,283 shares; 2024Q4: 2,570 shares; 2025Q1: 2,477 shares; 2025Q2: 2,315 shares; 2025Q3: 2,339 shares; 2025Q4: 2,340 shares 2,340 $431K 0.03% +1 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: 7,855 shares; 2024Q4: 7,682 shares; 2025Q1: 7,773 shares; 2025Q2: 7,843 shares; 2025Q3: 7,843 shares; 2025Q4: 7,806 shares 7,806 $428K 0.03% -37 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,738 shares; 2025Q1: 3,866 shares; 2025Q2: 3,914 shares; 2025Q3: 3,718 shares; 2025Q4: 3,713 shares 3,713 $416K 0.03% -5 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,226 shares; 2025Q1: 2,167 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares; 2025Q4: 2,312 shares 2,312 $410K 0.03% +44 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,303 shares; 2025Q1: 4,219 shares; 2025Q2: 4,219 shares; 2025Q3: 4,299 shares; 2025Q4: 4,251 shares 4,251 $409K 0.03% -48 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,207 shares; 2025Q1: 1,213 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,097 shares 1,097 $406K 0.03% -128 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,708 shares; 2025Q1: 1,617 shares; 2025Q2: 1,640 shares; 2025Q3: 1,577 shares; 2025Q4: 1,562 shares 1,562 $403K 0.03% -15 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,603 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,388 shares; 2025Q4: 10,287 shares 10,287 $402K 0.03% -101 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 3,637 shares; 2025Q1: 3,787 shares; 2025Q2: 3,707 shares; 2025Q3: 3,717 shares; 2025Q4: 7,424 shares 7,424 $391K 0.03% +3,707 Timeline IWL 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: 2,277 shares; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,229 shares 2,229 $380K 0.03% -26 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: 1,960 shares; 2024Q4: 1,951 shares; 2025Q1: 1,958 shares; 2025Q2: 1,922 shares; 2025Q3: 1,901 shares; 2025Q4: 1,893 shares 1,893 $369K 0.03% -8 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: 3,645 shares; 2024Q4: 3,036 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,721 shares 2,721 $363K 0.03% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,066 shares; 2024Q4: 15,029 shares; 2025Q1: 13,942 shares; 2025Q2: 14,943 shares; 2025Q3: 17,345 shares; 2025Q4: 17,345 shares 17,345 $358K 0.03% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,227 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares 1,136 $358K 0.03% 0 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,793 shares; 2025Q4: 8,613 shares 8,613 $356K 0.03% -180 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: not reported; 2024Q4: 434 shares; 2025Q1: 436 shares; 2025Q2: 441 shares; 2025Q3: 448 shares; 2025Q4: 399 shares 399 $344K 0.03% -49 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: 2,731 shares; 2024Q4: 2,898 shares; 2025Q1: 2,328 shares; 2025Q2: 2,022 shares; 2025Q3: 2,300 shares; 2025Q4: 2,381 shares 2,381 $343K 0.03% +81 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 591 shares; 2025Q1: 615 shares; 2025Q2: 585 shares; 2025Q3: 579 shares; 2025Q4: 643 shares 643 $336K 0.03% +64 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,564 shares; 2025Q1: 1,522 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,519 shares 1,519 $334K 0.03% +1 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: not reported; 2024Q4: 624 shares; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 797 shares 797 $329K 0.02% +173 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: 1,474 shares; 2024Q4: 1,342 shares; 2025Q1: 1,144 shares; 2025Q2: 962 shares; 2025Q3: 1,003 shares; 2025Q4: 994 shares 994 $328K 0.02% -9 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares 2,840 $327K 0.02% 0 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: 700 shares; 2024Q4: 900 shares; 2025Q1: 575 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares 536 $325K 0.02% 0 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: 1,554 shares; 2025Q4: 1,797 shares 1,797 $319K 0.02% +243 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: not reported; 2025Q3: 892 shares; 2025Q4: 1,035 shares 1,035 $315K 0.02% +143 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: 5,010 shares; 2024Q4: 5,106 shares; 2025Q1: 5,216 shares; 2025Q2: 5,151 shares; 2025Q3: 5,145 shares; 2025Q4: 2,798 shares 2,798 $312K 0.02% -2,347 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: not reported; 2025Q4: 1,810 shares 1,810 $310K 0.02% new 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: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares 786 $310K 0.02% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,912 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares 3,605 $307K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 1,290 shares; 2025Q1: 1,248 shares; 2025Q2: 1,258 shares; 2025Q3: 1,282 shares; 2025Q4: 1,304 shares 1,304 $299K 0.02% +22 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: 1,465 shares; 2025Q3: 1,489 shares; 2025Q4: 1,427 shares 1,427 $299K 0.02% -62 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 10,070 shares; 2025Q1: 9,370 shares; 2025Q2: 13,020 shares; 2025Q3: 12,218 shares; 2025Q4: 11,995 shares 11,995 $298K 0.02% -223 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,578 shares; 2025Q1: 3,487 shares; 2025Q2: 7,038 shares; 2025Q3: 7,159 shares; 2025Q4: 7,350 shares 7,350 $295K 0.02% +191 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: not reported; 2024Q4: 354 shares; 2025Q1: 422 shares; 2025Q2: 362 shares; 2025Q3: 363 shares; 2025Q4: 364 shares 364 $295K 0.02% +1 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: 5,468 shares; 2024Q4: 5,468 shares; 2025Q1: 5,468 shares; 2025Q2: 5,468 shares; 2025Q3: 5,468 shares; 2025Q4: 5,468 shares 5,468 $294K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,527 shares; 2025Q2: 2,638 shares; 2025Q3: 2,539 shares; 2025Q4: 2,307 shares 2,307 $289K 0.02% -232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,275 shares 2,275 $277K 0.02% new Timeline SCHK 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: 4,189 shares; 2024Q4: 8,378 shares; 2025Q1: 8,378 shares; 2025Q2: 8,378 shares; 2025Q3: 8,378 shares; 2025Q4: 8,378 shares 8,378 $275K 0.02% 0 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,094 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,427 shares; 2025Q4: 6,378 shares 6,378 $274K 0.02% -49 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares 3,146 $269K 0.02% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares 2,931 $268K 0.02% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 3,837 shares; 2025Q3: 3,829 shares; 2025Q4: 1,756 shares 1,756 $268K 0.02% -2,073 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: 1,431 shares; 2024Q4: 1,422 shares; 2025Q1: 1,626 shares; 2025Q2: 1,364 shares; 2025Q3: 1,384 shares; 2025Q4: 1,353 shares 1,353 $264K 0.02% -31 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: 1,967 shares; 2024Q4: 7,866 shares; 2025Q1: not reported; 2025Q2: 7,972 shares; 2025Q3: 7,972 shares; 2025Q4: 7,972 shares 7,972 $260K 0.02% 0 Timeline LRGF 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: 3,845 shares; 2024Q4: 3,745 shares; 2025Q1: 3,745 shares; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 3,745 shares 3,745 $260K 0.02% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 330 shares 330 $255K 0.02% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,588 shares; 2025Q1: 3,588 shares; 2025Q2: 3,588 shares; 2025Q3: 3,588 shares; 2025Q4: 3,588 shares 3,588 $250K 0.02% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $246K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,604 shares; 2025Q1: not reported; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,771 shares 3,771 $240K 0.02% +159 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,827 shares; 2025Q1: 2,585 shares; 2025Q2: 2,064 shares; 2025Q3: 2,067 shares; 2025Q4: 2,078 shares 2,078 $240K 0.02% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 416 shares 416 $238K 0.02% +36 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: 516 shares; 2024Q4: 507 shares; 2025Q1: 518 shares; 2025Q2: 479 shares; 2025Q3: 500 shares; 2025Q4: 497 shares 497 $232K 0.02% -3 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: 2,808 shares; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares; 2025Q4: 2,808 shares 2,808 $231K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares 1,867 $226K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 469 shares 469 $220K 0.02% new Timeline BBAG 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: 4,721 shares; 2025Q1: 4,721 shares; 2025Q2: 4,721 shares; 2025Q3: 4,721 shares; 2025Q4: 4,720 shares 4,720 $219K 0.02% -1 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,415 shares 1,415 $217K 0.02% new Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,497 shares; 2025Q1: 4,497 shares; 2025Q2: 4,497 shares; 2025Q3: 4,497 shares; 2025Q4: 4,497 shares 4,497 $216K 0.02% 0 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: 2,890 shares; 2025Q4: 2,890 shares 2,890 $214K 0.02% 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: 2,943 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,080 shares; 2025Q3: not reported; 2025Q4: 3,021 shares 3,021 $211K 0.02% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 4,660 shares; 2025Q4: 4,660 shares 4,660 $210K 0.02% 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: not reported; 2024Q4: 425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares 358 $208K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 622 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 623 shares; 2025Q4: 635 shares 635 $206K 0.02% +12 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,875 shares; 2025Q4: 1,570 shares 1,570 $206K 0.02% -305 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE 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: 1,972 shares 1,972 $204K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,919 shares 1,919 $203K 0.02% new 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: not reported; 2025Q4: 231 shares 231 $203K 0.02% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares 1,950 $203K 0.02% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,276 shares; 2024Q4: 10,276 shares; 2025Q1: 10,276 shares; 2025Q2: 10,276 shares; 2025Q3: 10,276 shares; 2025Q4: 10,276 shares 10,276 $94.3K 0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,808 shares; 2024Q4: 19,808 shares; 2025Q1: 19,808 shares; 2025Q2: 10,293 shares; 2025Q3: 10,293 shares; 2025Q4: 10,443 shares 10,443 $20.6K <0.01% +150 Timeline