IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,313 shares; 2024Q4: 500,372 shares; 2025Q1: 508,890 shares; 2025Q2: 522,550 shares; 2025Q3: 516,036 shares; 2025Q4: 512,391 shares 512,391 $34.4M 9.63% -3,645 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,292 shares; 2024Q4: 404,268 shares; 2025Q1: 411,957 shares; 2025Q2: 416,205 shares; 2025Q3: 427,692 shares; 2025Q4: 453,070 shares 453,070 $29.9M 8.36% +25,378 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: 48,837 shares; 2024Q4: 47,880 shares; 2025Q1: 47,063 shares; 2025Q2: 54,166 shares; 2025Q3: 53,438 shares; 2025Q4: 53,937 shares 53,937 $15.7M 4.38% +499 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: 138,324 shares; 2024Q4: 134,235 shares; 2025Q1: 127,972 shares; 2025Q2: 134,155 shares; 2025Q3: 128,951 shares; 2025Q4: 126,731 shares 126,731 $15.4M 4.31% -2,220 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,298 shares; 2025Q2: 354,233 shares; 2025Q3: 398,014 shares; 2025Q4: 422,145 shares 422,145 $13.9M 3.89% +24,131 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: 34,689 shares; 2024Q4: 31,660 shares; 2025Q1: 31,220 shares; 2025Q2: 30,293 shares; 2025Q3: 29,771 shares; 2025Q4: 29,340 shares 29,340 $13.9M 3.88% -431 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: 265,954 shares; 2024Q4: 546,282 shares; 2025Q1: 544,912 shares; 2025Q2: 523,727 shares; 2025Q3: 587,910 shares; 2025Q4: 558,370 shares 558,370 $13.4M 3.75% -29,540 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: 123,828 shares; 2024Q4: 358,554 shares; 2025Q1: 342,365 shares; 2025Q2: 382,262 shares; 2025Q3: 478,476 shares; 2025Q4: 445,522 shares 445,522 $12M 3.35% -32,954 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,077 shares; 2024Q4: 317,821 shares; 2025Q1: 247,875 shares; 2025Q2: 177,974 shares; 2025Q3: 154,236 shares; 2025Q4: 148,566 shares 148,566 $11.5M 3.22% -5,670 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: 95,158 shares; 2024Q4: 285,175 shares; 2025Q1: 281,267 shares; 2025Q2: 275,225 shares; 2025Q3: 380,793 shares; 2025Q4: 380,554 shares 380,554 $11.4M 3.2% -239 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: 299,919 shares; 2024Q4: 302,885 shares; 2025Q1: 318,459 shares; 2025Q2: 290,844 shares; 2025Q3: 334,392 shares; 2025Q4: 328,061 shares 328,061 $10.7M 3% -6,331 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,932 shares; 2024Q4: 102,000 shares; 2025Q1: 102,833 shares; 2025Q2: 108,141 shares; 2025Q3: 111,978 shares; 2025Q4: 114,313 shares 114,313 $10.6M 2.95% +2,335 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: 108,495 shares; 2024Q4: 217,659 shares; 2025Q1: 221,206 shares; 2025Q2: 216,428 shares; 2025Q3: 327,785 shares; 2025Q4: 327,017 shares 327,017 $9.31M 2.6% -768 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,936 shares; 2024Q4: 189,249 shares; 2025Q1: 190,972 shares; 2025Q2: 175,977 shares; 2025Q3: 182,236 shares; 2025Q4: 176,574 shares 176,574 $8.04M 2.25% -5,662 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: 9,658 shares; 2024Q4: 9,606 shares; 2025Q1: 9,169 shares; 2025Q2: 8,967 shares; 2025Q3: 11,333 shares; 2025Q4: 11,319 shares 11,319 $7.75M 2.17% -14 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: 29,559 shares; 2024Q4: 29,524 shares; 2025Q1: 29,092 shares; 2025Q2: 28,923 shares; 2025Q3: 28,708 shares; 2025Q4: 28,583 shares 28,583 $6.01M 1.68% -125 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: 87,619 shares; 2024Q4: 232,530 shares; 2025Q1: 207,187 shares; 2025Q2: 198,264 shares; 2025Q3: 215,995 shares; 2025Q4: 199,582 shares 199,582 $5.91M 1.65% -16,413 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: 64,735 shares; 2024Q4: 41,052 shares; 2025Q1: 31,930 shares; 2025Q2: 31,642 shares; 2025Q3: 31,181 shares; 2025Q4: 32,801 shares 32,801 $5.83M 1.63% +1,620 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: 12,643 shares; 2024Q4: 12,967 shares; 2025Q1: 12,826 shares; 2025Q2: 18,647 shares; 2025Q3: 19,138 shares; 2025Q4: 19,292 shares 19,292 $4.98M 1.39% +154 Timeline MLRG 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: 55,803 shares; 2024Q4: 46,233 shares; 2025Q1: 45,571 shares; 2025Q2: 43,555 shares; 2025Q3: 42,840 shares; 2025Q4: 39,952 shares 39,952 $3.77M 1.05% -2,888 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: 35,907 shares; 2024Q4: 35,697 shares; 2025Q1: 37,544 shares; 2025Q2: 36,164 shares; 2025Q3: 34,888 shares; 2025Q4: 33,376 shares 33,376 $3.47M 0.97% -1,512 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 11,550 shares; 2025Q1: 8,828 shares; 2025Q2: 6,605 shares; 2025Q3: 46,826 shares; 2025Q4: 43,680 shares 43,680 $3.44M 0.96% -3,146 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,934 shares; 2024Q4: 13,565 shares; 2025Q1: 14,565 shares; 2025Q2: 13,565 shares; 2025Q3: 13,563 shares; 2025Q4: 13,563 shares 13,563 $3.41M 0.95% 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: 29,653 shares; 2024Q4: 109,970 shares; 2025Q1: 103,778 shares; 2025Q2: 109,942 shares; 2025Q3: 105,872 shares; 2025Q4: 96,452 shares 96,452 $3.15M 0.88% -9,420 Timeline IMCB 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: 36,128 shares; 2024Q4: 35,978 shares; 2025Q1: 35,970 shares; 2025Q2: 36,400 shares; 2025Q3: 36,758 shares; 2025Q4: 36,080 shares 36,080 $2.98M 0.83% -678 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,596 shares; 2024Q4: 11,900 shares; 2025Q1: 10,860 shares; 2025Q2: 10,289 shares; 2025Q3: 162,024 shares; 2025Q4: 140,202 shares 140,202 $2.93M 0.82% -21,822 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: 37,738 shares; 2024Q4: 37,784 shares; 2025Q1: 35,092 shares; 2025Q2: 37,419 shares; 2025Q3: 54,711 shares; 2025Q4: 51,522 shares 51,522 $2.77M 0.77% -3,189 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: 7,398 shares; 2024Q4: 7,398 shares; 2025Q1: 7,372 shares; 2025Q2: 7,331 shares; 2025Q3: 7,291 shares; 2025Q4: 7,224 shares 7,224 $2.7M 0.75% -67 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: 10,483 shares; 2024Q4: 10,180 shares; 2025Q1: 10,291 shares; 2025Q2: 9,940 shares; 2025Q3: 9,968 shares; 2025Q4: 9,637 shares 9,637 $2.62M 0.73% -331 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,410 shares; 2025Q1: 3,262 shares; 2025Q2: 3,223 shares; 2025Q3: 3,251 shares; 2025Q4: 3,408 shares 3,408 $2.32M 0.65% +157 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 14,361 shares; 2025Q1: 14,424 shares; 2025Q2: 14,479 shares; 2025Q3: 101,303 shares; 2025Q4: 93,919 shares 93,919 $2.29M 0.64% -7,384 Timeline SCHJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,118 shares; 2025Q4: 84,069 shares 84,069 $2.09M 0.59% -49 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: 933 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 2,946 shares; 2025Q4: 3,053 shares 3,053 $1.88M 0.52% +107 Timeline SHYG 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: 49,764 shares; 2025Q4: 43,615 shares 43,615 $1.87M 0.52% -6,149 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: 6,910 shares; 2024Q4: 6,910 shares; 2025Q1: 6,910 shares; 2025Q2: 7,192 shares; 2025Q3: 7,192 shares; 2025Q4: 7,191 shares 7,191 $1.77M 0.5% -1 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: 5,029 shares; 2024Q4: 4,504 shares; 2025Q1: 4,569 shares; 2025Q2: 3,242 shares; 2025Q3: 3,273 shares; 2025Q4: 3,440 shares 3,440 $1.66M 0.47% +167 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,917 shares; 2025Q4: 56,351 shares 56,351 $1.53M 0.43% +1,434 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,461 shares; 2024Q4: 15,276 shares; 2025Q1: 14,437 shares; 2025Q2: 13,649 shares; 2025Q3: 24,673 shares; 2025Q4: 24,479 shares 24,479 $1.53M 0.43% -194 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: 8,637 shares; 2024Q4: 9,405 shares; 2025Q1: 13,391 shares; 2025Q2: 15,247 shares; 2025Q3: 6,938 shares; 2025Q4: 7,982 shares 7,982 $1.49M 0.42% +1,044 Timeline MSML 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: 29,402 shares; 2024Q4: 28,943 shares; 2025Q1: 29,032 shares; 2025Q2: 24,850 shares; 2025Q3: 24,255 shares; 2025Q4: 22,853 shares 22,853 $1.49M 0.42% -1,402 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: 10,746 shares; 2024Q4: 10,889 shares; 2025Q1: 10,968 shares; 2025Q2: 10,206 shares; 2025Q3: 10,004 shares; 2025Q4: 10,141 shares 10,141 $1.43M 0.4% +137 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,164 shares; 2024Q4: 14,076 shares; 2025Q1: 14,628 shares; 2025Q2: 15,233 shares; 2025Q3: 15,233 shares; 2025Q4: 15,015 shares 15,015 $1.42M 0.4% -218 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,334 shares; 2025Q1: 5,679 shares; 2025Q2: 4,936 shares; 2025Q3: 8,190 shares; 2025Q4: 6,675 shares 6,675 $1.41M 0.4% -1,515 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,744 shares; 2025Q4: 30,383 shares 30,383 $1.37M 0.38% -7,361 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,789 shares; 2025Q4: 12,934 shares 12,934 $1.32M 0.37% -855 Timeline IVLU 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: 36,412 shares; 2025Q4: 32,971 shares 32,971 $1.25M 0.35% -3,441 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,483 shares; 2025Q4: 27,558 shares 27,558 $1.22M 0.34% +75 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,328 shares; 2024Q4: 21,904 shares; 2025Q1: 21,904 shares; 2025Q2: 21,904 shares; 2025Q3: 25,361 shares; 2025Q4: 31,452 shares 31,452 $1.21M 0.34% +6,091 Timeline RWO 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: 19,466 shares; 2024Q4: 19,870 shares; 2025Q1: 20,643 shares; 2025Q2: 21,733 shares; 2025Q3: 25,237 shares; 2025Q4: 26,747 shares 26,747 $1.2M 0.34% +1,510 Timeline FLOT 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: 25,492 shares; 2025Q4: 23,673 shares 23,673 $1.2M 0.34% -1,819 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: 4,399 shares; 2024Q4: 4,499 shares; 2025Q1: 4,499 shares; 2025Q2: 4,399 shares; 2025Q3: 4,297 shares; 2025Q4: 4,290 shares 4,290 $1.09M 0.3% -7 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: 1,226 shares; 2024Q4: 1,198 shares; 2025Q1: 1,542 shares; 2025Q2: 1,466 shares; 2025Q3: 1,384 shares; 2025Q4: 2,087 shares 2,087 $1.05M 0.29% +703 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: 2,375 shares; 2024Q4: 1,988 shares; 2025Q1: 2,533 shares; 2025Q2: 1,996 shares; 2025Q3: 1,827 shares; 2025Q4: 1,628 shares 1,628 $1.02M 0.29% -199 Timeline FNDA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,847 shares; 2025Q4: 31,677 shares 31,677 $998K 0.28% +2,830 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: 796 shares; 2024Q4: 767 shares; 2025Q1: 810 shares; 2025Q2: 1,310 shares; 2025Q3: 2,301 shares; 2025Q4: 1,984 shares 1,984 $968K 0.27% -317 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,791 shares; 2025Q4: 15,172 shares 15,172 $879K 0.25% -619 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: 2,970 shares; 2024Q4: 2,834 shares; 2025Q1: 2,754 shares; 2025Q2: 2,687 shares; 2025Q3: 2,683 shares; 2025Q4: 2,538 shares 2,538 $838K 0.23% -145 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,516 shares; 2025Q4: 30,227 shares 30,227 $829K 0.23% -1,289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,373 shares; 2025Q4: 22,298 shares 22,298 $804K 0.22% -6,075 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,053 shares; 2025Q4: 9,638 shares 9,638 $794K 0.22% -415 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: 1,344 shares; 2024Q4: 1,687 shares; 2025Q1: 1,671 shares; 2025Q2: 1,574 shares; 2025Q3: 1,971 shares; 2025Q4: 2,276 shares 2,276 $788K 0.22% +305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,198 shares; 2025Q4: 9,178 shares 9,178 $781K 0.22% -20 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,191 shares; 2025Q4: 15,580 shares 15,580 $779K 0.22% +389 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: 2,493 shares; 2024Q4: 2,531 shares; 2025Q1: 2,471 shares; 2025Q2: 2,158 shares; 2025Q3: 2,193 shares; 2025Q4: 2,296 shares 2,296 $740K 0.21% +103 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,320 shares; 2025Q4: 17,089 shares 17,089 $735K 0.21% +769 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,741 shares; 2025Q4: 12,362 shares 12,362 $721K 0.2% -1,379 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: 1,317 shares; 2024Q4: 1,421 shares; 2025Q1: 1,509 shares; 2025Q2: 1,375 shares; 2025Q3: 2,233 shares; 2025Q4: 2,300 shares 2,300 $720K 0.2% +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: 6,729 shares; 2024Q4: 6,729 shares; 2025Q1: 6,729 shares; 2025Q2: 6,729 shares; 2025Q3: 7,237 shares; 2025Q4: 7,237 shares 7,237 $695K 0.19% 0 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,563 shares; 2025Q4: 9,178 shares 9,178 $691K 0.19% -385 Timeline FNDC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,902 shares; 2025Q4: 15,381 shares 15,381 $685K 0.19% -5,521 Timeline GWX 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: 19,360 shares; 2024Q4: 18,960 shares; 2025Q1: 18,660 shares; 2025Q2: 18,359 shares; 2025Q3: 17,899 shares; 2025Q4: 16,643 shares 16,643 $680K 0.19% -1,256 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: 5,943 shares; 2024Q4: 5,943 shares; 2025Q1: 5,943 shares; 2025Q2: 7,249 shares; 2025Q3: 7,250 shares; 2025Q4: 6,837 shares 6,837 $658K 0.18% -413 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,352 shares; 2025Q4: 24,693 shares 24,693 $654K 0.18% -1,659 Timeline IWC 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: 4,309 shares; 2024Q4: 4,309 shares; 2025Q1: 4,116 shares; 2025Q2: 4,116 shares; 2025Q3: 4,116 shares; 2025Q4: 4,116 shares 4,116 $649K 0.18% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,921 shares; 2025Q3: 4,459 shares; 2025Q4: 5,136 shares 5,136 $633K 0.18% +677 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,750 shares; 2024Q4: 12,534 shares; 2025Q1: 12,534 shares; 2025Q2: 12,534 shares; 2025Q3: 12,534 shares; 2025Q4: 11,316 shares 11,316 $619K 0.17% -1,218 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 2,920 shares; 2025Q4: 2,934 shares 2,934 $603K 0.17% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,706 shares; 2025Q4: 8,388 shares 8,388 $594K 0.17% -318 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,718 shares; 2025Q4: 25,282 shares 25,282 $587K 0.16% +7,564 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,658 shares; 2025Q4: 10,278 shares 10,278 $584K 0.16% -380 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,041 shares; 2025Q4: 11,160 shares 11,160 $564K 0.16% -1,881 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE 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: 36,659 shares; 2025Q4: 36,659 shares 36,659 $562K 0.16% 0 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: not reported; 2024Q4: 4,209 shares; 2025Q1: 6,484 shares; 2025Q2: 6,208 shares; 2025Q3: 6,105 shares; 2025Q4: 10,447 shares 10,447 $557K 0.16% +4,342 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: 2,256 shares; 2024Q4: 1,758 shares; 2025Q1: 1,648 shares; 2025Q2: 1,519 shares; 2025Q3: 1,582 shares; 2025Q4: 2,364 shares 2,364 $546K 0.15% +782 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: 3,887 shares; 2024Q4: 5,404 shares; 2025Q1: 5,594 shares; 2025Q2: 5,823 shares; 2025Q3: 6,159 shares; 2025Q4: 7,215 shares 7,215 $534K 0.15% +1,056 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: 1,733 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,613 shares; 2025Q3: 1,652 shares; 2025Q4: 1,776 shares 1,776 $526K 0.15% +124 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 26,958 shares; 2025Q4: 26,958 shares 26,958 $523K 0.15% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,348 shares; 2024Q4: 10,371 shares; 2025Q1: 12,257 shares; 2025Q2: 10,420 shares; 2025Q3: 10,430 shares; 2025Q4: 10,448 shares 10,448 $521K 0.15% +18 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: 4,108 shares; 2024Q4: 4,271 shares; 2025Q1: 3,632 shares; 2025Q2: 3,634 shares; 2025Q3: 3,619 shares; 2025Q4: 3,566 shares 3,566 $511K 0.14% -53 Timeline SPMO 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: 2,312 shares; 2024Q4: 3,107 shares; 2025Q1: 2,718 shares; 2025Q2: 4,040 shares; 2025Q3: 4,506 shares; 2025Q4: 4,263 shares 4,263 $509K 0.14% -243 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: 1,129 shares; 2024Q4: 1,161 shares; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 1,306 shares; 2025Q4: 1,408 shares 1,408 $507K 0.14% +102 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: 423 shares; 2024Q4: 461 shares; 2025Q1: 423 shares; 2025Q2: 398 shares; 2025Q3: 663 shares; 2025Q4: 760 shares 760 $502K 0.14% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,516 shares; 2025Q4: 2,526 shares 2,526 $482K 0.13% +10 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: 2,350 shares; 2024Q4: 2,535 shares; 2025Q1: 2,474 shares; 2025Q2: 2,235 shares; 2025Q3: 2,279 shares; 2025Q4: 3,237 shares 3,237 $465K 0.13% +958 Timeline EMXC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,484 shares; 2025Q4: 6,371 shares 6,371 $463K 0.13% -113 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: 705 shares; 2024Q4: 705 shares; 2025Q1: 694 shares; 2025Q2: 690 shares; 2025Q3: 701 shares; 2025Q4: 701 shares 701 $423K 0.12% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,547 shares; 2025Q2: 3,547 shares; 2025Q3: 4,481 shares; 2025Q4: 4,231 shares 4,231 $423K 0.12% -250 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926 shares 1,926 $408K 0.11% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,392 shares; 2025Q4: 5,584 shares 5,584 $408K 0.11% +1,192 Timeline ACWI 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: 2,549 shares; 2024Q4: 2,816 shares; 2025Q1: 2,756 shares; 2025Q2: 2,817 shares; 2025Q3: 2,763 shares; 2025Q4: 2,783 shares 2,783 $394K 0.11% +20 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 3,667 shares; 2025Q4: 6,397 shares 6,397 $389K 0.11% +2,730 Timeline IDMO 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: 10,988 shares; 2025Q3: 9,926 shares; 2025Q4: 6,906 shares 6,906 $384K 0.11% -3,020 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 2,196 shares; 2025Q4: 2,779 shares 2,779 $380K 0.11% +583 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: 760 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares 416 $366K 0.1% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,114 shares 5,114 $365K 0.1% new 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: not reported; 2025Q3: not reported; 2025Q4: 6,463 shares 6,463 $358K 0.1% new Timeline JBL JABIL INC More: the full row for JABIL 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: 1,560 shares 1,560 $356K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,743 shares; 2025Q4: 4,010 shares 4,010 $355K 0.1% +267 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD 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: 10,562 shares; 2025Q4: 13,487 shares 13,487 $354K 0.1% +2,925 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 630 shares; 2025Q4: 790 shares 790 $354K 0.1% +160 Timeline IUSB 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: 5,308 shares; 2025Q4: 7,532 shares 7,532 $351K 0.1% +2,224 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: not reported; 2025Q3: not reported; 2025Q4: 7,397 shares 7,397 $350K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,644 shares; 2025Q4: 778 shares 778 $350K 0.1% -3,866 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,878 shares; 2025Q4: 4,528 shares 4,528 $349K 0.1% +650 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,546 shares; 2025Q4: 12,064 shares 12,064 $339K 0.09% +2,518 Timeline APTV APTIV PLC More: the full row for APTIV 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: 3,433 shares; 2025Q4: 4,433 shares 4,433 $337K 0.09% +1,000 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,333 shares; 2025Q2: not reported; 2025Q3: 1,859 shares; 2025Q4: 1,878 shares 1,878 $333K 0.09% +19 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: 616 shares; 2025Q1: 617 shares; 2025Q2: 618 shares; 2025Q3: 641 shares; 2025Q4: 705 shares 705 $330K 0.09% +64 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 7,753 shares; 2025Q4: 7,351 shares 7,351 $328K 0.09% -402 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 2,169 shares; 2025Q4: 2,736 shares 2,736 $324K 0.09% +567 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,661 shares; 2025Q4: 10,482 shares 10,482 $322K 0.09% -179 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,290 shares; 2025Q2: 8,674 shares; 2025Q3: 7,916 shares; 2025Q4: 6,851 shares 6,851 $318K 0.09% -1,065 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 2,151 shares; 2025Q4: 2,649 shares 2,649 $317K 0.09% +498 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 5,783 shares; 2025Q4: 7,469 shares 7,469 $312K 0.09% +1,686 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 3,343 shares; 2025Q4: 3,704 shares 3,704 $309K 0.09% +361 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,243 shares; 2025Q4: 1,070 shares 1,070 $305K 0.09% -173 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: 2,618 shares; 2024Q4: 2,518 shares; 2025Q1: 2,518 shares; 2025Q2: 2,518 shares; 2025Q3: 2,580 shares; 2025Q4: 2,518 shares 2,518 $303K 0.08% -62 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS 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: 1,051 shares; 2025Q4: 1,375 shares 1,375 $300K 0.08% +324 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: 1,932 shares; 2025Q4: 1,740 shares 1,740 $298K 0.08% -192 Timeline APA APA CORPORATION More: the full row for APA 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: not reported; 2025Q2: not reported; 2025Q3: 10,657 shares; 2025Q4: 11,968 shares 11,968 $293K 0.08% +1,311 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,428 shares; 2025Q4: 1,300 shares 1,300 $283K 0.08% -128 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 3,656 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares 3,132 $280K 0.08% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 821 shares 821 $279K 0.08% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,686 shares; 2025Q1: 3,686 shares; 2025Q2: 3,623 shares; 2025Q3: 3,560 shares; 2025Q4: 3,490 shares 3,490 $279K 0.08% -70 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,638 shares; 2025Q4: 34,392 shares 34,392 $278K 0.08% +9,754 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,007 shares 2,007 $271K 0.08% new 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: 3,316 shares; 2024Q4: 3,608 shares; 2025Q1: 3,614 shares; 2025Q2: 3,574 shares; 2025Q3: 3,311 shares; 2025Q4: 3,361 shares 3,361 $270K 0.08% +50 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 1,309 shares 1,309 $269K 0.08% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 783 shares 783 $269K 0.08% new Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 5,932 shares 5,932 $267K 0.07% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 506 shares; 2025Q4: 482 shares 482 $266K 0.07% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,317 shares; 2025Q4: 1,447 shares 1,447 $261K 0.07% +130 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,666 shares; 2025Q4: 3,024 shares 3,024 $261K 0.07% +358 Timeline PVAL 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: 10,117 shares; 2024Q4: 14,574 shares; 2025Q1: 11,824 shares; 2025Q2: 5,668 shares; 2025Q3: 5,680 shares; 2025Q4: 5,695 shares 5,695 $260K 0.07% +15 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: 9,512 shares; 2024Q4: 9,158 shares; 2025Q1: 9,911 shares; 2025Q2: 5,626 shares; 2025Q3: 7,678 shares; 2025Q4: 5,090 shares 5,090 $256K 0.07% -2,588 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: 536 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 442 shares 442 $253K 0.07% +8 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 520 shares; 2025Q4: 526 shares 526 $253K 0.07% +6 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: not reported; 2024Q4: 2,465 shares; 2025Q1: 2,598 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,262 shares 2,262 $252K 0.07% -98 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,366 shares 6,366 $247K 0.07% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 689 shares 689 $244K 0.07% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,260 shares; 2025Q1: not reported; 2025Q2: 2,938 shares; 2025Q3: 2,866 shares; 2025Q4: 2,443 shares 2,443 $243K 0.07% -423 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 3,103 shares; 2025Q4: 2,970 shares 2,970 $240K 0.07% -133 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO 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: 2,857 shares 2,857 $237K 0.07% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195 shares 195 $237K 0.07% new 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: 11,526 shares; 2024Q4: 7,966 shares; 2025Q1: 7,966 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares 3,209 $236K 0.07% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 2,091 shares; 2025Q4: 2,290 shares 2,290 $236K 0.07% +199 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: 1,030 shares 1,030 $235K 0.07% new Timeline XLP 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $233K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216 shares 216 $232K 0.06% new 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: 6,833 shares; 2024Q4: 6,903 shares; 2025Q1: 6,279 shares; 2025Q2: 5,666 shares; 2025Q3: 5,659 shares; 2025Q4: 5,520 shares 5,520 $225K 0.06% -139 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY 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: 7,606 shares; 2025Q4: 8,473 shares 8,473 $222K 0.06% +867 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 2,560 shares; 2025Q1: 2,630 shares; 2025Q2: 1,593 shares; 2025Q3: 1,546 shares; 2025Q4: 1,531 shares 1,531 $219K 0.06% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,976 shares; 2025Q3: 8,729 shares; 2025Q4: 8,121 shares 8,121 $213K 0.06% -608 Timeline EMB 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: 4,157 shares; 2024Q4: 3,521 shares; 2025Q1: 3,395 shares; 2025Q2: 3,054 shares; 2025Q3: 2,694 shares; 2025Q4: 2,209 shares 2,209 $213K 0.06% -485 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 7,772 shares 7,772 $211K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $210K 0.06% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 1,720 shares 1,720 $205K 0.06% +860 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,661 shares 7,661 $202K 0.06% new Timeline COR CENCORA INC More: the full row for CENCORA 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: 598 shares 598 $202K 0.06% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 15,030 shares 15,030 $187K 0.05% new Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,071 shares 10,071 $102K 0.03% new Timeline