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: 19,549 shares; 2024Q4: 19,550 shares; 2025Q1: 19,550 shares; 2025Q2: 19,550 shares; 2025Q3: 19,550 shares; 2025Q4: 19,550 shares 19,550 $13.4M 13.46% 0 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: 12,054 shares; 2024Q4: 43,888 shares; 2025Q1: 51,540 shares; 2025Q2: 33,509 shares; 2025Q3: 53,909 shares; 2025Q4: 56,638 shares 56,638 $10.6M 10.63% +2,729 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: 37,745 shares; 2024Q4: 37,745 shares; 2025Q1: 37,745 shares; 2025Q2: 39,767 shares; 2025Q3: 37,745 shares; 2025Q4: 37,745 shares 37,745 $10.3M 10.33% 0 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: 19,474 shares; 2024Q4: 19,474 shares; 2025Q1: 19,474 shares; 2025Q2: 19,890 shares; 2025Q3: 19,890 shares; 2025Q4: 19,890 shares 19,890 $9.62M 9.68% 0 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: 24,545 shares; 2024Q4: 24,545 shares; 2025Q1: 24,545 shares; 2025Q2: 26,888 shares; 2025Q3: 26,888 shares; 2025Q4: 26,888 shares 26,888 $8.42M 8.47% 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: 22,420 shares; 2024Q4: 22,420 shares; 2025Q1: 22,420 shares; 2025Q2: 23,141 shares; 2025Q3: 23,141 shares; 2025Q4: 24,550 shares 24,550 $5.67M 5.7% +1,409 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,030 shares 50,030 $4.69M 4.72% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,082 shares; 2025Q1: 10,082 shares; 2025Q2: 12,876 shares; 2025Q3: 12,876 shares; 2025Q4: 12,876 shares 12,876 $4.46M 4.49% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,192 shares; 2024Q4: 26,192 shares; 2025Q1: 26,192 shares; 2025Q2: 26,192 shares; 2025Q3: 26,192 shares; 2025Q4: 26,192 shares 26,192 $3.69M 3.72% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,720 shares; 2024Q4: 27,720 shares; 2025Q1: 27,720 shares; 2025Q2: 27,720 shares; 2025Q3: 27,720 shares; 2025Q4: 27,720 shares 27,720 $3.49M 3.51% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,467 shares; 2024Q4: 13,467 shares; 2025Q1: 13,467 shares; 2025Q2: 13,467 shares; 2025Q3: 13,467 shares; 2025Q4: 13,467 shares 13,467 $2.79M 2.81% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,991 shares; 2024Q4: 23,991 shares; 2025Q1: 23,991 shares; 2025Q2: 23,991 shares; 2025Q3: 23,991 shares; 2025Q4: 23,991 shares 23,991 $2.68M 2.7% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,990 shares; 2025Q1: 11,990 shares; 2025Q2: 11,990 shares; 2025Q3: 11,990 shares; 2025Q4: 11,990 shares 11,990 $2.06M 2.07% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,459 shares; 2024Q4: 23,459 shares; 2025Q1: 23,459 shares; 2025Q2: 23,459 shares; 2025Q3: 23,459 shares; 2025Q4: 23,459 shares 23,459 $1.85M 1.86% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,321 shares; 2025Q1: 10,321 shares; 2025Q2: 10,321 shares; 2025Q3: 10,321 shares; 2025Q4: 10,321 shares 10,321 $1.72M 1.73% 0 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: 21,124 shares; 2024Q4: 21,124 shares; 2025Q1: 21,124 shares; 2025Q2: 21,124 shares; 2025Q3: 21,124 shares; 2025Q4: 21,124 shares 21,124 $1.7M 1.71% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,563 shares; 2024Q4: 13,563 shares; 2025Q1: 13,563 shares; 2025Q2: 13,563 shares; 2025Q3: 13,563 shares; 2025Q4: 13,563 shares 13,563 $1.44M 1.45% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,136 shares; 2025Q3: 11,136 shares; 2025Q4: 11,136 shares 11,136 $1.34M 1.35% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,643 shares; 2024Q4: 23,775 shares; 2025Q1: 23,775 shares; 2025Q2: 23,775 shares; 2025Q3: 23,775 shares; 2025Q4: 24,963 shares 24,963 $1.31M 1.32% +1,188 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: 14,538 shares; 2024Q4: 14,538 shares; 2025Q1: 14,538 shares; 2025Q2: 14,538 shares; 2025Q3: 14,538 shares; 2025Q4: 14,538 shares 14,538 $1.12M 1.13% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,528 shares; 2024Q4: 26,528 shares; 2025Q1: 26,528 shares; 2025Q2: 26,528 shares; 2025Q3: 26,528 shares; 2025Q4: 26,528 shares 26,528 $1.04M 1.05% 0 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: 20,380 shares; 2024Q4: 20,380 shares; 2025Q1: 20,380 shares; 2025Q2: 20,380 shares; 2025Q3: 20,380 shares; 2025Q4: 20,380 shares 20,380 $1.02M 1.03% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,412 shares; 2024Q4: 10,412 shares; 2025Q1: 10,412 shares; 2025Q2: 10,412 shares; 2025Q3: 10,412 shares; 2025Q4: 10,412 shares 10,412 $807K 0.81% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 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 $792K 0.8% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,124 shares; 2024Q4: 13,124 shares; 2025Q1: 11,613 shares; 2025Q2: 11,613 shares; 2025Q3: 11,613 shares; 2025Q4: 11,613 shares 11,613 $605K 0.61% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,248 shares; 2025Q4: 19,248 shares 19,248 $479K 0.48% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,470 shares; 2025Q1: 18,470 shares; 2025Q2: 15,410 shares; 2025Q3: 19,150 shares; 2025Q4: 19,150 shares 19,150 $442K 0.44% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,889 shares; 2025Q1: 11,272 shares; 2025Q2: 11,272 shares; 2025Q3: 11,272 shares; 2025Q4: 11,428 shares 11,428 $380K 0.38% +156 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 16,793 shares 16,793 $311K 0.31% new Timeline PCEF 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: 13,986 shares; 2024Q4: 14,283 shares; 2025Q1: 14,586 shares; 2025Q2: 14,893 shares; 2025Q3: 15,191 shares; 2025Q4: 15,492 shares 15,492 $308K 0.31% +301 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,039 shares; 2024Q4: 10,039 shares; 2025Q1: 10,039 shares; 2025Q2: 10,039 shares; 2025Q3: 10,039 shares; 2025Q4: 10,039 shares 10,039 $243K 0.25% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,301 shares; 2025Q4: 18,301 shares 18,301 $240K 0.24% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 17,065 shares; 2025Q3: 17,065 shares; 2025Q4: 17,065 shares 17,065 $239K 0.24% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 20,430 shares 20,430 $228K 0.23% new Timeline