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: 2,849,522 shares; 2024Q4: 6,131,572 shares; 2025Q1: 6,027,021 shares; 2025Q2: 5,821,759 shares; 2025Q3: 5,828,880 shares; 2025Q4: 5,920,683 shares 5,920,683 $142M 11.95% +91,803 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: 640,929 shares; 2024Q4: 649,499 shares; 2025Q1: 655,541 shares; 2025Q2: 672,510 shares; 2025Q3: 687,779 shares; 2025Q4: 703,637 shares 703,637 $134M 11.28% +15,858 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: 227,847 shares; 2024Q4: 220,174 shares; 2025Q1: 231,567 shares; 2025Q2: 228,602 shares; 2025Q3: 222,398 shares; 2025Q4: 224,017 shares 224,017 $109M 9.17% +1,619 Timeline VCIT 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: 529,851 shares; 2024Q4: 518,171 shares; 2025Q1: 516,583 shares; 2025Q2: 522,566 shares; 2025Q3: 1,245,035 shares; 2025Q4: 1,263,763 shares 1,263,763 $106M 8.88% +18,728 Timeline VGIT 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: 1,012,464 shares; 2024Q4: 991,019 shares; 2025Q1: 989,736 shares; 2025Q2: 1,002,142 shares; 2025Q3: 894,430 shares; 2025Q4: 907,478 shares 907,478 $54.4M 4.56% +13,048 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: 671,833 shares; 2024Q4: 671,368 shares; 2025Q1: 679,572 shares; 2025Q2: 669,800 shares; 2025Q3: 670,845 shares; 2025Q4: 684,815 shares 684,815 $36.8M 3.09% +13,970 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: 101,428 shares; 2024Q4: 135,722 shares; 2025Q1: 134,050 shares; 2025Q2: 131,183 shares; 2025Q3: 130,476 shares; 2025Q4: 122,289 shares 122,289 $33.2M 2.79% -8,187 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: 323,307 shares; 2024Q4: 336,019 shares; 2025Q1: 344,820 shares; 2025Q2: 337,031 shares; 2025Q3: 337,597 shares; 2025Q4: 351,822 shares 351,822 $31.5M 2.64% +14,225 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: 511,161 shares; 2024Q4: 526,468 shares; 2025Q1: 546,609 shares; 2025Q2: 519,837 shares; 2025Q3: 521,906 shares; 2025Q4: 541,657 shares 541,657 $30.8M 2.58% +19,751 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,105 shares; 2024Q4: 270,929 shares; 2025Q1: 277,599 shares; 2025Q2: 265,168 shares; 2025Q3: 264,199 shares; 2025Q4: 271,266 shares 271,266 $28.9M 2.43% +7,067 Timeline SLYV 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: 255,287 shares; 2024Q4: 250,700 shares; 2025Q1: 269,163 shares; 2025Q2: 285,410 shares; 2025Q3: 286,569 shares; 2025Q4: 287,856 shares 287,856 $26.2M 2.2% +1,287 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: 27,379 shares; 2024Q4: 27,331 shares; 2025Q1: 26,709 shares; 2025Q2: 26,634 shares; 2025Q3: 26,615 shares; 2025Q4: 26,561 shares 26,561 $20M 1.68% -54 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: 352,274 shares; 2024Q4: 334,178 shares; 2025Q1: 286,072 shares; 2025Q2: 276,413 shares; 2025Q3: 257,933 shares; 2025Q4: 229,977 shares 229,977 $19.6M 1.65% -27,956 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: 715,698 shares; 2024Q4: 1,391,700 shares; 2025Q1: 1,374,561 shares; 2025Q2: 1,396,128 shares; 2025Q3: 753,904 shares; 2025Q4: 753,731 shares 753,731 $18.4M 1.54% -173 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,229 shares; 2024Q4: 483,041 shares; 2025Q1: 485,763 shares; 2025Q2: 439,760 shares; 2025Q3: 437,075 shares; 2025Q4: 427,952 shares 427,952 $18.2M 1.53% -9,123 Timeline REET 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: 581,089 shares; 2024Q4: 597,355 shares; 2025Q1: 612,379 shares; 2025Q2: 624,804 shares; 2025Q3: 651,663 shares; 2025Q4: 690,507 shares 690,507 $17.2M 1.45% +38,844 Timeline SUB 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: 139,693 shares; 2024Q4: 143,932 shares; 2025Q1: 146,425 shares; 2025Q2: 143,333 shares; 2025Q3: 139,819 shares; 2025Q4: 136,832 shares 136,832 $14.6M 1.23% -2,987 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: 74,955 shares; 2024Q4: 75,612 shares; 2025Q1: 74,718 shares; 2025Q2: 75,576 shares; 2025Q3: 77,341 shares; 2025Q4: 77,251 shares 77,251 $14.4M 1.21% -90 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: 28,265 shares; 2024Q4: 27,876 shares; 2025Q1: 27,092 shares; 2025Q2: 26,155 shares; 2025Q3: 25,766 shares; 2025Q4: 25,700 shares 25,700 $12.4M 1.04% -66 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: 33,061 shares; 2024Q4: 32,917 shares; 2025Q1: 33,046 shares; 2025Q2: 32,922 shares; 2025Q3: 32,506 shares; 2025Q4: 32,175 shares 32,175 $10.1M 0.85% -331 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: 118,142 shares; 2024Q4: 112,660 shares; 2025Q1: 106,284 shares; 2025Q2: 191,871 shares; 2025Q3: 187,880 shares; 2025Q4: 185,562 shares 185,562 $9.33M 0.78% -2,318 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,031 shares; 2024Q4: 134,730 shares; 2025Q1: 133,460 shares; 2025Q2: 125,292 shares; 2025Q3: 124,530 shares; 2025Q4: 128,180 shares 128,180 $8.62M 0.72% +3,650 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: 26,630 shares; 2024Q4: 27,581 shares; 2025Q1: 27,029 shares; 2025Q2: 23,882 shares; 2025Q3: 23,901 shares; 2025Q4: 25,255 shares 25,255 $8.14M 0.68% +1,354 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: 88,653 shares; 2024Q4: 103,316 shares; 2025Q1: 108,769 shares; 2025Q2: 66,450 shares; 2025Q3: 68,716 shares; 2025Q4: 74,911 shares 74,911 $8.02M 0.67% +6,195 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: 107,673 shares; 2024Q4: 118,145 shares; 2025Q1: 129,935 shares; 2025Q2: 125,158 shares; 2025Q3: 121,848 shares; 2025Q4: 123,701 shares 123,701 $7.73M 0.65% +1,853 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: 33,046 shares; 2024Q4: 32,987 shares; 2025Q1: 32,576 shares; 2025Q2: 32,809 shares; 2025Q3: 32,351 shares; 2025Q4: 32,113 shares 32,113 $7.41M 0.62% -238 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: 20,429 shares; 2024Q4: 20,594 shares; 2025Q1: 20,609 shares; 2025Q2: 20,473 shares; 2025Q3: 20,414 shares; 2025Q4: 20,443 shares 20,443 $7.08M 0.59% +29 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: 6,381 shares; 2024Q4: 6,345 shares; 2025Q1: 6,336 shares; 2025Q2: 6,297 shares; 2025Q3: 6,303 shares; 2025Q4: 6,303 shares 6,303 $6.77M 0.57% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,768 shares; 2024Q4: 29,501 shares; 2025Q1: 30,453 shares; 2025Q2: 26,901 shares; 2025Q3: 27,303 shares; 2025Q4: 29,585 shares 29,585 $6.27M 0.53% +2,282 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,450 shares; 2024Q4: 59,315 shares; 2025Q1: 59,315 shares; 2025Q2: 58,307 shares; 2025Q3: 47,629 shares; 2025Q4: 47,629 shares 47,629 $5.96M 0.5% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,606 shares; 2024Q4: 67,649 shares; 2025Q1: 65,524 shares; 2025Q2: 66,470 shares; 2025Q3: 64,743 shares; 2025Q4: 61,169 shares 61,169 $5.62M 0.47% -3,574 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: 45,864 shares; 2024Q4: 44,868 shares; 2025Q1: 49,037 shares; 2025Q2: 47,128 shares; 2025Q3: 45,190 shares; 2025Q4: 45,308 shares 45,308 $5.48M 0.46% +118 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX 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: 88,931 shares 88,931 $5.23M 0.44% new 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: 37,756 shares; 2024Q4: 37,819 shares; 2025Q1: 36,947 shares; 2025Q2: 37,642 shares; 2025Q3: 37,464 shares; 2025Q4: 37,435 shares 37,435 $4.55M 0.38% -29 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: 32,817 shares; 2024Q4: 131,270 shares; 2025Q1: 127,470 shares; 2025Q2: 128,257 shares; 2025Q3: 133,245 shares; 2025Q4: 134,456 shares 134,456 $4.39M 0.37% +1,211 Timeline ITM 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: 140,139 shares; 2024Q4: 154,347 shares; 2025Q1: 161,504 shares; 2025Q2: 84,423 shares; 2025Q3: 85,271 shares; 2025Q4: 92,351 shares 92,351 $4.36M 0.37% +7,080 Timeline JMST 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: 94,971 shares; 2024Q4: 87,724 shares; 2025Q1: 86,384 shares; 2025Q2: 84,842 shares; 2025Q3: 83,410 shares; 2025Q4: 81,440 shares 81,440 $4.15M 0.35% -1,970 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: 18,091 shares; 2024Q4: 17,987 shares; 2025Q1: 17,111 shares; 2025Q2: 17,081 shares; 2025Q3: 16,976 shares; 2025Q4: 33,935 shares 33,935 $4.05M 0.34% +16,959 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: 29,500 shares; 2024Q4: 29,162 shares; 2025Q1: 27,801 shares; 2025Q2: 27,359 shares; 2025Q3: 25,775 shares; 2025Q4: 25,781 shares 25,781 $3.99M 0.33% +6 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,123 shares; 2024Q4: 25,123 shares; 2025Q1: 25,123 shares; 2025Q2: 77,938 shares; 2025Q3: 75,011 shares; 2025Q4: 74,041 shares 74,041 $3.88M 0.33% -970 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: 72,944 shares; 2024Q4: 72,687 shares; 2025Q1: 72,961 shares; 2025Q2: 72,074 shares; 2025Q3: 71,428 shares; 2025Q4: 70,521 shares 70,521 $3.86M 0.32% -907 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: 6,269 shares; 2024Q4: 6,119 shares; 2025Q1: 6,144 shares; 2025Q2: 6,179 shares; 2025Q3: 6,148 shares; 2025Q4: 6,153 shares 6,153 $3.78M 0.32% +5 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: 40,486 shares; 2024Q4: 121,458 shares; 2025Q1: 121,458 shares; 2025Q2: 126,913 shares; 2025Q3: 127,211 shares; 2025Q4: 127,211 shares 127,211 $3.77M 0.32% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,165 shares; 2024Q4: 107,023 shares; 2025Q1: 106,144 shares; 2025Q2: 110,236 shares; 2025Q3: 110,557 shares; 2025Q4: 110,895 shares 110,895 $3.63M 0.3% +338 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: 9,614 shares; 2024Q4: 9,414 shares; 2025Q1: 8,894 shares; 2025Q2: 8,620 shares; 2025Q3: 8,078 shares; 2025Q4: 6,996 shares 6,996 $3.52M 0.3% -1,082 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: 40,799 shares; 2024Q4: 39,675 shares; 2025Q1: 38,941 shares; 2025Q2: 38,420 shares; 2025Q3: 36,763 shares; 2025Q4: 36,698 shares 36,698 $3.46M 0.29% -65 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: 4,897 shares; 2024Q4: 4,933 shares; 2025Q1: 5,047 shares; 2025Q2: 5,016 shares; 2025Q3: 4,941 shares; 2025Q4: 4,987 shares 4,987 $3.4M 0.29% +46 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: 12,261 shares; 2024Q4: 12,169 shares; 2025Q1: 12,714 shares; 2025Q2: 10,958 shares; 2025Q3: 10,893 shares; 2025Q4: 10,658 shares 10,658 $3.34M 0.28% -235 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,830 shares; 2024Q4: 34,824 shares; 2025Q1: 34,756 shares; 2025Q2: 34,355 shares; 2025Q3: 34,050 shares; 2025Q4: 33,973 shares 33,973 $3.32M 0.28% -77 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,719 shares; 2024Q4: 48,728 shares; 2025Q1: 48,508 shares; 2025Q2: 47,954 shares; 2025Q3: 47,913 shares; 2025Q4: 47,802 shares 47,802 $3.2M 0.27% -111 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: 3,184 shares; 2024Q4: 3,186 shares; 2025Q1: 3,184 shares; 2025Q2: 3,712 shares; 2025Q3: 3,712 shares; 2025Q4: 3,712 shares 3,712 $3M 0.25% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,696 shares; 2025Q1: 7,340 shares; 2025Q2: 8,678 shares; 2025Q3: 8,797 shares; 2025Q4: 8,647 shares 8,647 $2.9M 0.24% -150 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,706 shares; 2024Q4: 32,529 shares; 2025Q1: 36,676 shares; 2025Q2: 36,697 shares; 2025Q3: 36,657 shares; 2025Q4: 38,244 shares 38,244 $2.89M 0.24% +1,587 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: 25,125 shares; 2024Q4: 24,135 shares; 2025Q1: 23,808 shares; 2025Q2: 23,815 shares; 2025Q3: 23,839 shares; 2025Q4: 23,800 shares 23,800 $2.86M 0.24% -39 Timeline VIS 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: 10,240 shares; 2024Q4: 10,170 shares; 2025Q1: 9,873 shares; 2025Q2: 9,808 shares; 2025Q3: 9,790 shares; 2025Q4: 9,485 shares 9,485 $2.83M 0.24% -305 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: 18,984 shares; 2024Q4: 18,965 shares; 2025Q1: 18,953 shares; 2025Q2: 18,495 shares; 2025Q3: 18,509 shares; 2025Q4: 18,443 shares 18,443 $2.64M 0.22% -66 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: 13,506 shares; 2024Q4: 12,041 shares; 2025Q1: 12,032 shares; 2025Q2: 12,032 shares; 2025Q3: 11,431 shares; 2025Q4: 11,330 shares 11,330 $2.59M 0.22% -101 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,122 shares; 2024Q4: 29,412 shares; 2025Q1: 27,652 shares; 2025Q2: 26,828 shares; 2025Q3: 25,681 shares; 2025Q4: 27,139 shares 27,139 $2.58M 0.22% +1,458 Timeline BBEU 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: 36,803 shares; 2024Q4: 36,133 shares; 2025Q1: 34,714 shares; 2025Q2: 34,593 shares; 2025Q3: 34,586 shares; 2025Q4: 34,528 shares 34,528 $2.53M 0.21% -58 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: 27,852 shares; 2024Q4: 27,133 shares; 2025Q1: 23,786 shares; 2025Q2: 23,612 shares; 2025Q3: 23,318 shares; 2025Q4: 23,838 shares 23,838 $2.51M 0.21% +520 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: 12,441 shares; 2024Q4: 12,438 shares; 2025Q1: 11,741 shares; 2025Q2: 11,376 shares; 2025Q3: 11,397 shares; 2025Q4: 11,069 shares 11,069 $2.29M 0.19% -328 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: 8,265 shares; 2024Q4: 8,160 shares; 2025Q1: 7,649 shares; 2025Q2: 7,548 shares; 2025Q3: 7,417 shares; 2025Q4: 7,355 shares 7,355 $2.25M 0.19% -62 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 5,172 shares; 2025Q1: 5,116 shares; 2025Q2: 5,603 shares; 2025Q3: 5,700 shares; 2025Q4: 5,662 shares 5,662 $2.24M 0.19% -38 Timeline VOX 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: 11,296 shares; 2024Q4: 11,177 shares; 2025Q1: 11,039 shares; 2025Q2: 11,164 shares; 2025Q3: 11,128 shares; 2025Q4: 11,128 shares 11,128 $2.15M 0.18% 0 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: 7,760 shares; 2024Q4: 8,066 shares; 2025Q1: 8,361 shares; 2025Q2: 8,472 shares; 2025Q3: 8,472 shares; 2025Q4: 8,478 shares 8,478 $2.14M 0.18% +6 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,389 shares; 2024Q4: 29,931 shares; 2025Q1: 29,826 shares; 2025Q2: 23,350 shares; 2025Q3: 23,679 shares; 2025Q4: 23,718 shares 23,718 $2.01M 0.17% +39 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,919 shares; 2024Q4: 12,920 shares; 2025Q1: 12,920 shares; 2025Q2: 13,194 shares; 2025Q3: 13,194 shares; 2025Q4: 12,811 shares 12,811 $1.97M 0.17% -383 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: 3,020 shares; 2024Q4: 2,818 shares; 2025Q1: 2,823 shares; 2025Q2: 2,830 shares; 2025Q3: 2,834 shares; 2025Q4: 2,858 shares 2,858 $1.96M 0.16% +24 Timeline SHM 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: 49,152 shares; 2024Q4: 48,858 shares; 2025Q1: 48,247 shares; 2025Q2: 46,495 shares; 2025Q3: 40,185 shares; 2025Q4: 39,977 shares 39,977 $1.92M 0.16% -208 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: 4,049 shares; 2024Q4: 4,079 shares; 2025Q1: 3,957 shares; 2025Q2: 3,971 shares; 2025Q3: 4,028 shares; 2025Q4: 4,041 shares 4,041 $1.82M 0.15% +13 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: 2,318 shares; 2024Q4: 2,352 shares; 2025Q1: 2,367 shares; 2025Q2: 2,569 shares; 2025Q3: 2,578 shares; 2025Q4: 2,727 shares 2,727 $1.8M 0.15% +149 Timeline FLEE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,985 shares; 2024Q4: 48,985 shares; 2025Q1: 48,985 shares; 2025Q2: 48,895 shares; 2025Q3: 48,895 shares; 2025Q4: 48,895 shares 48,895 $1.79M 0.15% 0 Timeline XLI 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: 11,903 shares; 2024Q4: 11,903 shares; 2025Q1: 10,654 shares; 2025Q2: 10,654 shares; 2025Q3: 10,654 shares; 2025Q4: 10,839 shares 10,839 $1.68M 0.14% +185 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: 3,339 shares; 2024Q4: 3,327 shares; 2025Q1: 3,257 shares; 2025Q2: 3,614 shares; 2025Q3: 3,466 shares; 2025Q4: 3,459 shares 3,459 $1.67M 0.14% -7 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: 2,944 shares; 2024Q4: 2,984 shares; 2025Q1: 2,984 shares; 2025Q2: 2,833 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares 2,822 $1.61M 0.14% 0 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: 7,085 shares; 2024Q4: 6,990 shares; 2025Q1: 6,985 shares; 2025Q2: 6,988 shares; 2025Q3: 6,944 shares; 2025Q4: 6,918 shares 6,918 $1.6M 0.13% -26 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: 14,364 shares; 2024Q4: 14,380 shares; 2025Q1: 13,322 shares; 2025Q2: 14,268 shares; 2025Q3: 14,212 shares; 2025Q4: 14,212 shares 14,212 $1.58M 0.13% 0 Timeline IXN 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: 14,872 shares; 2024Q4: 14,872 shares; 2025Q1: 14,872 shares; 2025Q2: 14,872 shares; 2025Q3: 14,872 shares; 2025Q4: 14,872 shares 14,872 $1.56M 0.13% 0 Timeline PID 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: 75,784 shares; 2024Q4: 75,516 shares; 2025Q1: 69,911 shares; 2025Q2: 69,911 shares; 2025Q3: 69,444 shares; 2025Q4: 69,444 shares 69,444 $1.53M 0.13% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,518 shares; 2025Q1: 5,289 shares; 2025Q2: 5,234 shares; 2025Q3: 5,094 shares; 2025Q4: 5,144 shares 5,144 $1.52M 0.13% +50 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: 24,798 shares; 2024Q4: 23,533 shares; 2025Q1: 22,581 shares; 2025Q2: 22,472 shares; 2025Q3: 22,000 shares; 2025Q4: 21,786 shares 21,786 $1.52M 0.13% -214 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: 4,789 shares; 2024Q4: 4,806 shares; 2025Q1: 4,789 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,789 shares 4,789 $1.51M 0.13% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 18,082 shares 18,082 $1.48M 0.12% new 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: 13,974 shares; 2024Q4: 13,658 shares; 2025Q1: 12,785 shares; 2025Q2: 12,783 shares; 2025Q3: 12,779 shares; 2025Q4: 12,779 shares 12,779 $1.47M 0.12% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,424 shares; 2024Q4: 36,435 shares; 2025Q1: 35,582 shares; 2025Q2: 35,594 shares; 2025Q3: 35,948 shares; 2025Q4: 35,848 shares 35,848 $1.44M 0.12% -100 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,126 shares; 2024Q4: 6,828 shares; 2025Q1: 7,567 shares; 2025Q2: 7,142 shares; 2025Q3: 7,142 shares; 2025Q4: 7,222 shares 7,222 $1.43M 0.12% +80 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 17,430 shares; 2025Q1: 17,344 shares; 2025Q2: 17,344 shares; 2025Q3: 17,325 shares; 2025Q4: 17,325 shares 17,325 $1.43M 0.12% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,691 shares; 2024Q4: 437,849 shares; 2025Q1: 437,311 shares; 2025Q2: 442,181 shares; 2025Q3: 19,248 shares; 2025Q4: 17,455 shares 17,455 $1.39M 0.12% -1,793 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: 10,799 shares; 2024Q4: 10,721 shares; 2025Q1: 9,522 shares; 2025Q2: 9,542 shares; 2025Q3: 9,520 shares; 2025Q4: 9,520 shares 9,520 $1.37M 0.11% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,877 shares; 2024Q4: 6,883 shares; 2025Q1: 6,883 shares; 2025Q2: 6,877 shares; 2025Q3: 6,337 shares; 2025Q4: 6,337 shares 6,337 $1.32M 0.11% 0 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: 4,615 shares; 2024Q4: 4,618 shares; 2025Q1: 4,620 shares; 2025Q2: 4,513 shares; 2025Q3: 4,516 shares; 2025Q4: 9,172 shares 9,172 $1.32M 0.11% +4,656 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: 6,173 shares; 2024Q4: 6,192 shares; 2025Q1: 6,229 shares; 2025Q2: 4,850 shares; 2025Q3: 4,859 shares; 2025Q4: 9,112 shares 9,112 $1.29M 0.11% +4,253 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: 3,373 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 3,373 shares; 2025Q4: 3,286 shares 3,286 $1.23M 0.1% -87 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,162 shares; 2025Q1: 1,154 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares 1,143 $1.22M 0.1% 0 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: 12,743 shares; 2024Q4: 12,743 shares; 2025Q1: 12,717 shares; 2025Q2: 12,717 shares; 2025Q3: 12,717 shares; 2025Q4: 12,717 shares 12,717 $1.22M 0.1% 0 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: 3,895 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,925 shares; 2025Q4: 3,925 shares 3,925 $1.21M 0.1% 0 Timeline VPL 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: 16,311 shares; 2024Q4: 15,825 shares; 2025Q1: 13,458 shares; 2025Q2: 13,264 shares; 2025Q3: 13,265 shares; 2025Q4: 13,238 shares 13,238 $1.2M 0.1% -27 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,531 shares; 2024Q4: 16,531 shares; 2025Q1: 16,531 shares; 2025Q2: 16,531 shares; 2025Q3: 16,531 shares; 2025Q4: 16,531 shares 16,531 $1.17M 0.1% 0 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: 11,399 shares; 2024Q4: 11,082 shares; 2025Q1: 10,422 shares; 2025Q2: 10,311 shares; 2025Q3: 8,327 shares; 2025Q4: 8,000 shares 8,000 $1.15M 0.1% -327 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,520 shares; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares; 2025Q3: 3,468 shares; 2025Q4: 3,495 shares 3,495 $1.14M 0.1% +27 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 11,672 shares; 2025Q1: 14,555 shares; 2025Q2: 23,073 shares; 2025Q3: 24,104 shares; 2025Q4: 23,949 shares 23,949 $1.14M 0.1% -155 Timeline IDV 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: 29,357 shares; 2024Q4: 28,786 shares; 2025Q1: 28,786 shares; 2025Q2: 28,786 shares; 2025Q3: 28,616 shares; 2025Q4: 28,616 shares 28,616 $1.13M 0.09% 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: 7,399 shares; 2024Q4: 7,637 shares; 2025Q1: 7,247 shares; 2025Q2: 7,358 shares; 2025Q3: 7,334 shares; 2025Q4: 7,364 shares 7,364 $1.12M 0.09% +30 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,686 shares; 2024Q4: 15,686 shares; 2025Q1: 15,391 shares; 2025Q2: 15,391 shares; 2025Q3: 15,224 shares; 2025Q4: 15,224 shares 15,224 $1.06M 0.09% 0 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: 7,183 shares; 2024Q4: 7,245 shares; 2025Q1: 5,525 shares; 2025Q2: 5,506 shares; 2025Q3: 5,606 shares; 2025Q4: 5,696 shares 5,696 $1.04M 0.09% +90 Timeline DWX 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: 24,927 shares; 2024Q4: 24,847 shares; 2025Q1: 23,210 shares; 2025Q2: 23,210 shares; 2025Q3: 23,210 shares; 2025Q4: 23,210 shares 23,210 $1.02M 0.09% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 13,052 shares; 2025Q1: 12,467 shares; 2025Q2: 12,449 shares; 2025Q3: 12,804 shares; 2025Q4: 13,061 shares 13,061 $1.01M 0.08% +257 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: 1,047 shares; 2024Q4: 1,143 shares; 2025Q1: 1,135 shares; 2025Q2: 1,121 shares; 2025Q3: 1,122 shares; 2025Q4: 1,136 shares 1,136 $999K 0.08% +14 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,276 shares; 2025Q1: 1,131 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,139 shares 1,139 $982K 0.08% +6 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,565 shares; 2025Q1: 6,035 shares; 2025Q2: 6,182 shares; 2025Q3: 6,408 shares; 2025Q4: 6,321 shares 6,321 $940K 0.08% -87 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: 2,742 shares; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,700 shares; 2025Q3: 2,690 shares; 2025Q4: 2,657 shares 2,657 $932K 0.08% -33 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: 3,124 shares; 2024Q4: 3,040 shares; 2025Q1: 2,981 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,700 shares 2,700 $929K 0.08% -97 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: 4,358 shares; 2024Q4: 4,327 shares; 2025Q1: 4,479 shares; 2025Q2: 4,297 shares; 2025Q3: 4,333 shares; 2025Q4: 4,329 shares 4,329 $927K 0.08% -4 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,264 shares; 2024Q4: 41,664 shares; 2025Q1: 39,867 shares; 2025Q2: 37,321 shares; 2025Q3: 36,575 shares; 2025Q4: 39,635 shares 39,635 $927K 0.08% +3,060 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: 8,376 shares; 2024Q4: 8,376 shares; 2025Q1: 8,373 shares; 2025Q2: 7,521 shares; 2025Q3: 7,338 shares; 2025Q4: 7,349 shares 7,349 $921K 0.08% +11 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: 981 shares; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares 1,421 $891K 0.07% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,958 shares; 2025Q1: 2,958 shares; 2025Q2: 2,951 shares; 2025Q3: 2,902 shares; 2025Q4: 2,902 shares 2,902 $835K 0.07% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,174 shares; 2025Q1: 3,102 shares; 2025Q2: 3,052 shares; 2025Q3: 3,036 shares; 2025Q4: 3,036 shares 3,036 $829K 0.07% 0 Timeline IJK 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: 9,137 shares; 2024Q4: 8,928 shares; 2025Q1: 8,928 shares; 2025Q2: 8,928 shares; 2025Q3: 8,414 shares; 2025Q4: 8,414 shares 8,414 $815K 0.07% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 6,101 shares; 2025Q3: 6,101 shares; 2025Q4: 6,101 shares 6,101 $814K 0.07% 0 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: 861 shares; 2024Q4: 885 shares; 2025Q1: 898 shares; 2025Q2: 886 shares; 2025Q3: 882 shares; 2025Q4: 8,578 shares 8,578 $804K 0.07% +7,696 Timeline DEM 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: 17,647 shares; 2024Q4: 17,647 shares; 2025Q1: 17,288 shares; 2025Q2: 17,016 shares; 2025Q3: 17,016 shares; 2025Q4: 16,906 shares 16,906 $790K 0.07% -110 Timeline VIGI 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: 7,943 shares; 2024Q4: 7,943 shares; 2025Q1: 7,943 shares; 2025Q2: 8,551 shares; 2025Q3: 8,408 shares; 2025Q4: 8,408 shares 8,408 $769K 0.06% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,517 shares; 2025Q1: 3,493 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares 2,257 $760K 0.06% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.06% 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: 3,383 shares; 2024Q4: 4,422 shares; 2025Q1: 4,422 shares; 2025Q2: 10,144 shares; 2025Q3: 10,155 shares; 2025Q4: 10,189 shares 10,189 $749K 0.06% +34 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: 2,828 shares; 2024Q4: 2,829 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 2,831 shares; 2025Q4: 3,402 shares 3,402 $748K 0.06% +571 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,078 shares 9,078 $737K 0.06% +78 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 3,007 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares 2,982 $719K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 5,490 shares; 2025Q1: 5,443 shares; 2025Q2: 5,441 shares; 2025Q3: 5,396 shares; 2025Q4: 5,396 shares 5,396 $716K 0.06% 0 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: 11,660 shares; 2024Q4: 11,671 shares; 2025Q1: 11,650 shares; 2025Q2: 10,915 shares; 2025Q3: 10,915 shares; 2025Q4: 10,440 shares 10,440 $689K 0.06% -475 Timeline IPAC 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: 9,446 shares; 2024Q4: 9,446 shares; 2025Q1: 9,446 shares; 2025Q2: 9,446 shares; 2025Q3: 9,446 shares; 2025Q4: 9,393 shares 9,393 $688K 0.06% -53 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: 2,269 shares; 2024Q4: 2,288 shares; 2025Q1: 2,286 shares; 2025Q2: 2,267 shares; 2025Q3: 2,241 shares; 2025Q4: 2,241 shares 2,241 $681K 0.06% 0 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: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 3,522 shares; 2025Q2: 3,522 shares; 2025Q3: 3,522 shares; 2025Q4: 3,522 shares 3,522 $675K 0.06% 0 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: 969 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 1,057 shares; 2025Q3: 1,049 shares; 2025Q4: 1,026 shares 1,026 $670K 0.06% -23 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: 5,524 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,385 shares 5,385 $664K 0.06% -139 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,821 shares; 2025Q1: 7,657 shares; 2025Q2: 7,742 shares; 2025Q3: 7,752 shares; 2025Q4: 7,037 shares 7,037 $659K 0.06% -715 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: 9,542 shares; 2024Q4: 9,663 shares; 2025Q1: 8,309 shares; 2025Q2: 8,110 shares; 2025Q3: 8,072 shares; 2025Q4: 8,163 shares 8,163 $655K 0.06% +91 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: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,340 shares; 2025Q3: 5,340 shares; 2025Q4: 5,340 shares 5,340 $650K 0.05% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 15,288 shares; 2025Q1: 14,900 shares; 2025Q2: 14,227 shares; 2025Q3: 13,907 shares; 2025Q4: 14,420 shares 14,420 $637K 0.05% +513 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,213 shares; 2024Q4: 6,213 shares; 2025Q1: 6,213 shares; 2025Q2: 5,972 shares; 2025Q3: 5,972 shares; 2025Q4: 5,726 shares 5,726 $627K 0.05% -246 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,598 shares; 2024Q4: 10,558 shares; 2025Q1: 12,137 shares; 2025Q2: 11,504 shares; 2025Q3: 11,452 shares; 2025Q4: 13,008 shares 13,008 $598K 0.05% +1,556 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: 9,917 shares; 2024Q4: 12,898 shares; 2025Q1: 12,712 shares; 2025Q2: 11,408 shares; 2025Q3: 11,408 shares; 2025Q4: 10,715 shares 10,715 $589K 0.05% -693 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,830 shares; 2025Q1: 12,804 shares; 2025Q2: 27,760 shares; 2025Q3: 28,370 shares; 2025Q4: 27,223 shares 27,223 $579K 0.05% -1,147 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,119 shares; 2025Q3: 2,069 shares; 2025Q4: 1,469 shares 1,469 $516K 0.04% -600 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 2,805 shares 2,805 $516K 0.04% +32 Timeline XLB 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: 5,831 shares; 2024Q4: 5,793 shares; 2025Q1: 5,686 shares; 2025Q2: 5,673 shares; 2025Q3: 5,660 shares; 2025Q4: 11,319 shares 11,319 $513K 0.04% +5,659 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,878 shares; 2025Q1: 1,883 shares; 2025Q2: 1,881 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares 1,901 $504K 0.04% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,698 shares; 2025Q3: 6,686 shares; 2025Q4: 10,908 shares 10,908 $496K 0.04% +4,222 Timeline MTUM 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: 1,974 shares; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,974 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares 1,974 $494K 0.04% 0 Timeline IWN 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: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,721 shares 2,721 $493K 0.04% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,426 shares; 2025Q1: 3,351 shares; 2025Q2: 3,114 shares; 2025Q3: 2,969 shares; 2025Q4: 2,904 shares 2,904 $490K 0.04% -65 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: 2,626 shares; 2024Q4: 2,707 shares; 2025Q1: 2,707 shares; 2025Q2: 2,693 shares; 2025Q3: 2,693 shares; 2025Q4: 2,742 shares 2,742 $487K 0.04% +49 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,258 shares; 2025Q1: 2,225 shares; 2025Q2: 2,043 shares; 2025Q3: 2,046 shares; 2025Q4: 1,956 shares 1,956 $483K 0.04% -90 Timeline EPP 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: 9,158 shares; 2024Q4: 9,158 shares; 2025Q1: 9,158 shares; 2025Q2: 9,158 shares; 2025Q3: 9,158 shares; 2025Q4: 9,158 shares 9,158 $462K 0.04% 0 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: 1,274 shares; 2024Q4: 1,277 shares; 2025Q1: 1,274 shares; 2025Q2: 1,278 shares; 2025Q3: 1,257 shares; 2025Q4: 1,244 shares 1,244 $460K 0.04% -13 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,781 shares; 2024Q4: 10,781 shares; 2025Q1: 6,400 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 5,700 shares 5,700 $458K 0.04% -300 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,021 shares; 2024Q4: 13,027 shares; 2025Q1: 13,021 shares; 2025Q2: 13,021 shares; 2025Q3: 12,061 shares; 2025Q4: 12,001 shares 12,001 $435K 0.04% -60 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares 1,433 $433K 0.04% 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: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares 740 $429K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 3,790 shares; 2025Q1: 3,731 shares; 2025Q2: 3,761 shares; 2025Q3: 3,611 shares; 2025Q4: 3,611 shares 3,611 $423K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 3,611 shares; 2025Q1: 3,413 shares; 2025Q2: 3,253 shares; 2025Q3: 3,260 shares; 2025Q4: 3,206 shares 3,206 $414K 0.03% -54 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,931 shares; 2025Q2: 1,938 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares 1,931 $408K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 4,805 shares; 2025Q1: 4,805 shares; 2025Q2: 4,802 shares; 2025Q3: 4,756 shares; 2025Q4: 4,813 shares 4,813 $405K 0.03% +57 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,832 shares; 2025Q2: 3,832 shares; 2025Q3: 3,791 shares; 2025Q4: 3,791 shares 3,791 $400K 0.03% 0 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 19,997 shares 19,997 $399K 0.03% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 8,426 shares; 2025Q1: 8,426 shares; 2025Q2: 8,284 shares; 2025Q3: 8,284 shares; 2025Q4: 7,350 shares 7,350 $396K 0.03% -934 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,262 shares; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares 1,257 $393K 0.03% 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: 11,847 shares; 2024Q4: 10,253 shares; 2025Q1: 9,480 shares; 2025Q2: 9,640 shares; 2025Q3: 9,484 shares; 2025Q4: 9,522 shares 9,522 $388K 0.03% +38 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,163 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,096 shares 1,096 $384K 0.03% -65 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,020 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares 1,079 $381K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,458 shares; 2025Q1: 1,448 shares; 2025Q2: 1,434 shares; 2025Q3: 1,444 shares; 2025Q4: 1,446 shares 1,446 $372K 0.03% +2 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: 2,317 shares; 2024Q4: 2,109 shares; 2025Q1: 1,843 shares; 2025Q2: 1,841 shares; 2025Q3: 1,838 shares; 2025Q4: 1,890 shares 1,890 $369K 0.03% +52 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: 2,327 shares; 2024Q4: 1,938 shares; 2025Q1: 1,517 shares; 2025Q2: 1,403 shares; 2025Q3: 1,366 shares; 2025Q4: 1,114 shares 1,114 $368K 0.03% -252 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: 1,951 shares; 2025Q3: 1,986 shares; 2025Q4: 2,036 shares 2,036 $362K 0.03% +50 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: not reported; 2024Q4: not reported; 2025Q1: 10,937 shares; 2025Q2: 3,853 shares; 2025Q3: 3,853 shares; 2025Q4: 3,853 shares 3,853 $359K 0.03% 0 Timeline PAVE 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: 6,812 shares; 2024Q4: 6,812 shares; 2025Q1: 6,812 shares; 2025Q2: 6,812 shares; 2025Q3: 6,812 shares; 2025Q4: 7,487 shares 7,487 $358K 0.03% +675 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,162 shares; 2025Q3: 4,162 shares; 2025Q4: 4,088 shares 4,088 $356K 0.03% -74 Timeline QLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 4,911 shares 4,911 $346K 0.03% +2,455 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,702 shares; 2025Q1: 1,680 shares; 2025Q2: 1,652 shares; 2025Q3: 1,641 shares; 2025Q4: 1,658 shares 1,658 $344K 0.03% +17 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 14,528 shares; 2025Q1: 13,239 shares; 2025Q2: 13,227 shares; 2025Q3: 13,227 shares; 2025Q4: 12,482 shares 12,482 $343K 0.03% -745 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 31,935 shares; 2025Q4: 31,935 shares 31,935 $335K 0.03% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,957 shares; 2025Q1: 1,958 shares; 2025Q2: 1,523 shares; 2025Q3: 1,639 shares; 2025Q4: 1,705 shares 1,705 $332K 0.03% +66 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: 4,132 shares; 2024Q4: 7,168 shares; 2025Q1: 5,183 shares; 2025Q2: 5,377 shares; 2025Q3: 5,626 shares; 2025Q4: 5,739 shares 5,739 $331K 0.03% +113 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $322K 0.03% 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: 1,430 shares; 2024Q4: 1,292 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,379 shares; 2025Q4: 1,379 shares 1,379 $316K 0.03% 0 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: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,987 shares; 2025Q2: 2,987 shares; 2025Q3: 2,987 shares; 2025Q4: 2,987 shares 2,987 $311K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,566 shares; 2025Q1: 1,372 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares 1,422 $309K 0.03% 0 Timeline SHYD 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: 16,614 shares; 2024Q4: 13,858 shares; 2025Q1: 13,858 shares; 2025Q2: 13,067 shares; 2025Q3: 13,067 shares; 2025Q4: 13,381 shares 13,381 $307K 0.03% +314 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 429 shares; 2025Q4: 644 shares 644 $305K 0.03% +215 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 308 shares; 2025Q1: 306 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares 284 $304K 0.03% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 4,692 shares; 2025Q1: 4,683 shares; 2025Q2: 4,641 shares; 2025Q3: 4,412 shares; 2025Q4: 4,414 shares 4,414 $297K 0.02% +2 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $297K 0.02% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,216 shares 3,216 $297K 0.02% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $294K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 999 shares 999 $288K 0.02% 0 Timeline SSO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 4,943 shares 4,943 $286K 0.02% +2,471 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,509 shares; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares 1,154 $284K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 8,366 shares; 2025Q1: 8,366 shares; 2025Q2: 8,366 shares; 2025Q3: 6,102 shares; 2025Q4: 6,102 shares 6,102 $284K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares 1,170 $284K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 761 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 493 shares 493 $282K 0.02% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,816 shares; 2024Q4: 23,741 shares; 2025Q1: 23,731 shares; 2025Q2: 23,737 shares; 2025Q3: 23,566 shares; 2025Q4: 23,571 shares 23,571 $278K 0.02% +5 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 1,124 shares; 2025Q4: 1,081 shares 1,081 $278K 0.02% -43 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 403 shares; 2025Q4: 403 shares 403 $271K 0.02% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares 3,120 $269K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 979 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 905 shares; 2025Q4: 905 shares 905 $266K 0.02% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 688 shares; 2025Q3: 677 shares; 2025Q4: 674 shares 674 $265K 0.02% -3 Timeline XLC 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: 1,944 shares; 2025Q3: 1,943 shares; 2025Q4: 2,244 shares 2,244 $264K 0.02% +301 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,865 shares; 2025Q1: 1,782 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares 1,706 $264K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,627 shares; 2025Q1: 1,512 shares; 2025Q2: 1,512 shares; 2025Q3: 1,493 shares; 2025Q4: 1,536 shares 1,536 $263K 0.02% +43 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,428 shares; 2025Q1: 5,468 shares; 2025Q2: 5,568 shares; 2025Q3: 5,568 shares; 2025Q4: 5,568 shares 5,568 $262K 0.02% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 2,394 shares; 2025Q3: 2,394 shares; 2025Q4: 2,394 shares 2,394 $256K 0.02% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,358 shares; 2025Q1: 2,358 shares; 2025Q2: 2,358 shares; 2025Q3: 2,358 shares; 2025Q4: 2,358 shares 2,358 $256K 0.02% 0 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: 5,623 shares; 2024Q4: not reported; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,623 shares; 2025Q4: 5,623 shares 5,623 $256K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,798 shares; 2025Q3: 2,060 shares; 2025Q4: 1,839 shares 1,839 $256K 0.02% -221 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: 5,400 shares; 2024Q4: 5,334 shares; 2025Q1: 5,271 shares; 2025Q2: 5,280 shares; 2025Q3: 5,289 shares; 2025Q4: 2,099 shares 2,099 $252K 0.02% -3,190 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 443 shares; 2025Q3: not reported; 2025Q4: 443 shares 443 $251K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 913 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares 910 $250K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,153 shares; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,114 shares; 2025Q4: 1,112 shares 1,112 $250K 0.02% -2 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: 11,025 shares; 2024Q4: 10,176 shares; 2025Q1: 10,067 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 9,992 shares 9,992 $248K 0.02% -58 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 990 shares; 2025Q1: 987 shares; 2025Q2: 937 shares; 2025Q3: not reported; 2025Q4: 837 shares 837 $242K 0.02% 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: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares 712 $240K 0.02% 0 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: 1,554 shares; 2025Q4: 1,554 shares 1,554 $239K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 3,712 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,322 shares 2,322 $232K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $228K 0.02% 0 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,077 shares; 2025Q4: 3,083 shares 3,083 $226K 0.02% +6 Timeline VGK 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: 8,618 shares; 2024Q4: 8,618 shares; 2025Q1: 5,170 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,675 shares 2,675 $224K 0.02% +77 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares 433 $221K 0.02% new Timeline BBCA 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: 3,033 shares; 2024Q4: 3,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares 2,369 $220K 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: 463 shares; 2025Q3: 463 shares; 2025Q4: 460 shares 460 $216K 0.02% -3 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,984 shares 4,984 $213K 0.02% new Timeline IJS 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: 1,990 shares; 2024Q4: 2,010 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,776 shares 1,776 $202K 0.02% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,226 shares; 2025Q1: not reported; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares 891 $201K 0.02% 0 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,685 shares; 2024Q4: 20,462 shares; 2025Q1: 20,462 shares; 2025Q2: 20,462 shares; 2025Q3: 20,462 shares; 2025Q4: 18,533 shares 18,533 $194K 0.02% -1,929 Timeline