JPST 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: 1,729,003 shares; 2024Q4: 1,922,583 shares; 2025Q1: 2,029,044 shares; 2025Q2: 1,926,101 shares; 2025Q3: 1,808,071 shares; 2025Q4: 1,867,988 shares 1,867,988 $94.7M 6.14% +59,917 Timeline AVLV 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: 930,121 shares; 2024Q4: 987,096 shares; 2025Q1: 1,051,553 shares; 2025Q2: 1,074,556 shares; 2025Q3: 1,100,651 shares; 2025Q4: 1,150,578 shares 1,150,578 $91.7M 5.94% +49,927 Timeline AVUS 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: 315,914 shares; 2024Q4: 512,944 shares; 2025Q1: 573,707 shares; 2025Q2: 596,319 shares; 2025Q3: 647,503 shares; 2025Q4: 700,712 shares 700,712 $80.3M 5.21% +53,209 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: 137,699 shares; 2024Q4: 162,029 shares; 2025Q1: 182,405 shares; 2025Q2: 187,164 shares; 2025Q3: 208,227 shares; 2025Q4: 224,852 shares 224,852 $76.2M 4.94% +16,625 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: 589,915 shares; 2024Q4: 600,839 shares; 2025Q1: 641,585 shares; 2025Q2: 724,957 shares; 2025Q3: 826,583 shares; 2025Q4: 880,037 shares 880,037 $73.8M 4.78% +53,454 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987,398 shares; 2025Q4: 1,245,983 shares 1,245,983 $67.3M 4.36% +258,585 Timeline DFAI 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: 87,977 shares; 2024Q4: 627,252 shares; 2025Q1: 973,981 shares; 2025Q2: 1,070,205 shares; 2025Q3: 1,222,944 shares; 2025Q4: 1,321,376 shares 1,321,376 $52.1M 3.38% +98,432 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: 195,646 shares; 2024Q4: 188,992 shares; 2025Q1: 190,349 shares; 2025Q2: 194,599 shares; 2025Q3: 193,436 shares; 2025Q4: 188,828 shares 188,828 $46.8M 3.03% -4,608 Timeline AVDE 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: 265,562 shares; 2024Q4: 340,063 shares; 2025Q1: 413,727 shares; 2025Q2: 442,017 shares; 2025Q3: 480,389 shares; 2025Q4: 511,740 shares 511,740 $43.8M 2.84% +31,351 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: 65,079 shares; 2024Q4: 63,531 shares; 2025Q1: 63,502 shares; 2025Q2: 51,283 shares; 2025Q3: 52,458 shares; 2025Q4: 52,390 shares 52,390 $35.9M 2.33% -68 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: 500,517 shares; 2024Q4: 490,652 shares; 2025Q1: 491,440 shares; 2025Q2: 619,808 shares; 2025Q3: 656,953 shares; 2025Q4: 689,620 shares 689,620 $35.2M 2.28% +32,667 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,654 shares; 2024Q4: 576,469 shares; 2025Q1: 715,298 shares; 2025Q2: 765,808 shares; 2025Q3: 841,330 shares; 2025Q4: 912,318 shares 912,318 $34.9M 2.26% +70,988 Timeline DFIC 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: 2,214,111 shares; 2024Q4: 1,554,943 shares; 2025Q1: 1,198,690 shares; 2025Q2: 1,101,769 shares; 2025Q3: 934,450 shares; 2025Q4: 881,044 shares 881,044 $31.5M 2.04% -53,406 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: 67,199 shares; 2024Q4: 67,695 shares; 2025Q1: 69,801 shares; 2025Q2: 71,216 shares; 2025Q3: 70,660 shares; 2025Q4: 69,863 shares 69,863 $31M 2.01% -797 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: 59,970 shares; 2024Q4: 58,494 shares; 2025Q1: 43,395 shares; 2025Q2: 43,305 shares; 2025Q3: 44,497 shares; 2025Q4: 44,663 shares 44,663 $27.5M 1.78% +166 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: 122,584 shares; 2024Q4: 122,774 shares; 2025Q1: 141,315 shares; 2025Q2: 142,012 shares; 2025Q3: 146,640 shares; 2025Q4: 132,854 shares 132,854 $24.4M 1.58% -13,786 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,941 shares; 2025Q3: 342,969 shares; 2025Q4: 455,178 shares 455,178 $23.1M 1.5% +112,209 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968,950 shares; 2024Q4: 1,157,040 shares; 2025Q1: 828,561 shares; 2025Q2: 771,597 shares; 2025Q3: 675,038 shares; 2025Q4: 691,006 shares 691,006 $22.6M 1.47% +15,968 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: 72,521 shares; 2024Q4: 71,589 shares; 2025Q1: 70,443 shares; 2025Q2: 72,156 shares; 2025Q3: 69,159 shares; 2025Q4: 68,767 shares 68,767 $22.6M 1.46% -392 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: 53,968 shares; 2024Q4: 53,171 shares; 2025Q1: 53,185 shares; 2025Q2: 65,981 shares; 2025Q3: 40,170 shares; 2025Q4: 46,006 shares 46,006 $22.6M 1.46% +5,836 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,907 shares; 2025Q4: 185,176 shares 185,176 $19.2M 1.24% +99,269 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: 65,910 shares; 2024Q4: 65,557 shares; 2025Q1: 66,913 shares; 2025Q2: 69,188 shares; 2025Q3: 70,811 shares; 2025Q4: 71,429 shares 71,429 $16.5M 1.07% +618 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: 28,385 shares; 2024Q4: 26,190 shares; 2025Q1: 27,604 shares; 2025Q2: 28,049 shares; 2025Q3: 26,715 shares; 2025Q4: 25,014 shares 25,014 $15.3M 0.99% -1,701 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,472 shares; 2024Q4: 49,960 shares; 2025Q1: 52,012 shares; 2025Q2: 52,014 shares; 2025Q3: 47,622 shares; 2025Q4: 47,431 shares 47,431 $15.1M 0.98% -191 Timeline DFAE 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: 335,355 shares; 2024Q4: 341,062 shares; 2025Q1: 357,945 shares; 2025Q2: 374,162 shares; 2025Q3: 390,466 shares; 2025Q4: 412,340 shares 412,340 $14.2M 0.92% +21,874 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: 93,076 shares; 2024Q4: 89,798 shares; 2025Q1: 91,146 shares; 2025Q2: 90,665 shares; 2025Q3: 91,576 shares; 2025Q4: 94,473 shares 94,473 $13.6M 0.88% +2,897 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,916 shares; 2024Q4: 146,949 shares; 2025Q1: 160,383 shares; 2025Q2: 166,002 shares; 2025Q3: 172,745 shares; 2025Q4: 176,396 shares 176,396 $13.3M 0.86% +3,651 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: 38,779 shares; 2024Q4: 38,399 shares; 2025Q1: 39,907 shares; 2025Q2: 40,742 shares; 2025Q3: 40,837 shares; 2025Q4: 40,382 shares 40,382 $13.3M 0.86% -455 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: 43,044 shares; 2024Q4: 42,406 shares; 2025Q1: 42,813 shares; 2025Q2: 43,169 shares; 2025Q3: 42,869 shares; 2025Q4: 42,789 shares 42,789 $12.9M 0.84% -80 Timeline DFUV 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: 256,551 shares; 2024Q4: 256,938 shares; 2025Q1: 257,301 shares; 2025Q2: 257,484 shares; 2025Q3: 258,319 shares; 2025Q4: 257,582 shares 257,582 $12.6M 0.82% -737 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: 17,415 shares; 2024Q4: 18,129 shares; 2025Q1: 18,279 shares; 2025Q2: 18,379 shares; 2025Q3: 18,798 shares; 2025Q4: 18,592 shares 18,592 $11.7M 0.76% -206 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: 17,023 shares; 2024Q4: 16,614 shares; 2025Q1: 17,929 shares; 2025Q2: 18,714 shares; 2025Q3: 18,622 shares; 2025Q4: 18,616 shares 18,616 $9.01M 0.58% -6 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,730 shares; 2025Q2: 9,827 shares; 2025Q3: 9,305 shares; 2025Q4: 9,324 shares 9,324 $8.86M 0.57% +19 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: 27,865 shares; 2024Q4: 36,191 shares; 2025Q1: 36,193 shares; 2025Q2: 83,780 shares; 2025Q3: 38,174 shares; 2025Q4: 37,798 shares 37,798 $8.46M 0.55% -376 Timeline DFAC 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: 208,223 shares; 2024Q4: 206,535 shares; 2025Q1: 202,790 shares; 2025Q2: 202,064 shares; 2025Q3: 211,730 shares; 2025Q4: 206,602 shares 206,602 $8.38M 0.54% -5,128 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: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $7.96M 0.52% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,919 shares; 2024Q4: 46,603 shares; 2025Q1: 52,616 shares; 2025Q2: 61,247 shares; 2025Q3: 58,183 shares; 2025Q4: 57,592 shares 57,592 $7.69M 0.5% -591 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: 13,719 shares; 2024Q4: 13,721 shares; 2025Q1: 13,973 shares; 2025Q2: 14,047 shares; 2025Q3: 13,994 shares; 2025Q4: 13,566 shares 13,566 $7.16M 0.46% -428 Timeline AVEM 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: 102,624 shares; 2024Q4: 101,231 shares; 2025Q1: 92,055 shares; 2025Q2: 92,552 shares; 2025Q3: 88,528 shares; 2025Q4: 87,552 shares 87,552 $7.15M 0.46% -976 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: 4,446 shares; 2025Q2: 4,272 shares; 2025Q3: 4,267 shares; 2025Q4: 4,241 shares 4,241 $6.43M 0.42% -26 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,273 shares; 2024Q4: 52,750 shares; 2025Q1: 51,354 shares; 2025Q2: 49,809 shares; 2025Q3: 47,937 shares; 2025Q4: 47,439 shares 47,439 $6.35M 0.41% -498 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: 18,417 shares; 2024Q4: 18,501 shares; 2025Q1: 18,586 shares; 2025Q2: 19,116 shares; 2025Q3: 19,200 shares; 2025Q4: 19,111 shares 19,111 $6.23M 0.4% -89 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: 12,282 shares; 2025Q2: 13,794 shares; 2025Q3: 13,867 shares; 2025Q4: 13,898 shares 13,898 $6M 0.39% +31 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,384 shares; 2024Q4: 65,384 shares; 2025Q1: 81,829 shares; 2025Q2: 81,829 shares; 2025Q3: 81,644 shares; 2025Q4: 76,806 shares 76,806 $5.75M 0.37% -4,838 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,403 shares; 2025Q2: 7,443 shares; 2025Q3: 7,339 shares; 2025Q4: 65,743 shares 65,743 $5.61M 0.36% +58,404 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: 15,141 shares; 2024Q4: 15,332 shares; 2025Q1: 16,470 shares; 2025Q2: 17,449 shares; 2025Q3: 16,993 shares; 2025Q4: 17,048 shares 17,048 $5.61M 0.36% +55 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: 20,005 shares; 2024Q4: 19,312 shares; 2025Q1: 19,668 shares; 2025Q2: 19,658 shares; 2025Q3: 17,058 shares; 2025Q4: 16,870 shares 16,870 $5.49M 0.36% -188 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 253,781 shares; 2025Q4: 241,002 shares 241,002 $5.06M 0.33% -12,779 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: 31,286 shares; 2024Q4: 22,293 shares; 2025Q1: 23,809 shares; 2025Q2: 22,421 shares; 2025Q3: 22,718 shares; 2025Q4: 22,604 shares 22,604 $4.93M 0.32% -114 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING 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: 475 shares; 2025Q2: 883 shares; 2025Q3: 890 shares; 2025Q4: 892 shares 892 $4.59M 0.3% +2 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: 38,553 shares; 2024Q4: 46,001 shares; 2025Q1: 46,001 shares; 2025Q2: 46,001 shares; 2025Q3: 45,958 shares; 2025Q4: 45,958 shares 45,958 $4.39M 0.28% 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: 3,905 shares; 2025Q2: 3,944 shares; 2025Q3: 3,955 shares; 2025Q4: 3,941 shares 3,941 $4.25M 0.28% -14 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: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 5,520 shares; 2025Q3: 6,034 shares; 2025Q4: 6,164 shares 6,164 $4.24M 0.27% +130 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: 24,671 shares; 2024Q4: 23,810 shares; 2025Q1: 22,879 shares; 2025Q2: 22,005 shares; 2025Q3: 20,812 shares; 2025Q4: 20,501 shares 20,501 $4.24M 0.27% -311 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,608 shares; 2024Q4: 56,990 shares; 2025Q1: 53,700 shares; 2025Q2: 53,085 shares; 2025Q3: 51,936 shares; 2025Q4: 49,730 shares 49,730 $4.21M 0.27% -2,206 Timeline DFAR 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: 543,588 shares; 2024Q4: 517,358 shares; 2025Q1: 539,518 shares; 2025Q2: 560,675 shares; 2025Q3: 543,390 shares; 2025Q4: 177,918 shares 177,918 $4.2M 0.27% -365,472 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 6,490 shares; 2025Q2: 6,559 shares; 2025Q3: 6,341 shares; 2025Q4: 31,283 shares 31,283 $3.92M 0.25% +24,942 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: 12,022 shares; 2024Q4: 10,267 shares; 2025Q1: 9,515 shares; 2025Q2: 9,568 shares; 2025Q3: 9,588 shares; 2025Q4: 8,774 shares 8,774 $3.89M 0.25% -814 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: 41,070 shares; 2024Q4: 40,635 shares; 2025Q1: 40,316 shares; 2025Q2: 40,379 shares; 2025Q3: 38,926 shares; 2025Q4: 38,629 shares 38,629 $3.83M 0.25% -297 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: 6,451 shares; 2025Q2: 6,125 shares; 2025Q3: 5,982 shares; 2025Q4: 6,050 shares 6,050 $3.52M 0.23% +68 Timeline DFEM 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: 115,819 shares; 2024Q4: 101,417 shares; 2025Q1: 99,011 shares; 2025Q2: 97,744 shares; 2025Q3: 98,831 shares; 2025Q4: 97,802 shares 97,802 $3.43M 0.22% -1,029 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: not reported; 2024Q4: 10,041 shares; 2025Q1: 10,264 shares; 2025Q2: 10,491 shares; 2025Q3: 10,563 shares; 2025Q4: 11,032 shares 11,032 $3.28M 0.21% +469 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,268 shares; 2024Q4: 29,358 shares; 2025Q1: 28,669 shares; 2025Q2: 29,667 shares; 2025Q3: 28,468 shares; 2025Q4: 28,730 shares 28,730 $3.25M 0.21% +262 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: 47,656 shares; 2024Q4: 42,395 shares; 2025Q1: 43,532 shares; 2025Q2: 42,389 shares; 2025Q3: 43,102 shares; 2025Q4: 42,764 shares 42,764 $3.15M 0.2% -338 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: not reported; 2024Q4: not reported; 2025Q1: 8,182 shares; 2025Q2: 8,232 shares; 2025Q3: 8,494 shares; 2025Q4: 8,567 shares 8,567 $3.08M 0.2% +73 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: not reported; 2024Q4: not reported; 2025Q1: 8,539 shares; 2025Q2: 8,870 shares; 2025Q3: 8,636 shares; 2025Q4: 8,699 shares 8,699 $2.83M 0.18% +63 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: 19,968 shares; 2024Q4: 20,054 shares; 2025Q1: 20,579 shares; 2025Q2: 22,496 shares; 2025Q3: 22,639 shares; 2025Q4: 23,620 shares 23,620 $2.82M 0.18% +981 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: 16,145 shares; 2024Q4: 16,127 shares; 2025Q1: 16,078 shares; 2025Q2: 16,835 shares; 2025Q3: 16,963 shares; 2025Q4: 17,279 shares 17,279 $2.68M 0.17% +316 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: not reported; 2024Q4: not reported; 2025Q1: 5,368 shares; 2025Q2: 5,535 shares; 2025Q3: 5,688 shares; 2025Q4: 5,575 shares 5,575 $2.66M 0.17% -113 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: 18,484 shares; 2024Q4: 18,963 shares; 2025Q1: 18,837 shares; 2025Q2: 19,810 shares; 2025Q3: 19,401 shares; 2025Q4: 18,679 shares 18,679 $2.66M 0.17% -722 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: 23,224 shares; 2024Q4: 23,813 shares; 2025Q1: 22,572 shares; 2025Q2: 23,011 shares; 2025Q3: 23,377 shares; 2025Q4: 23,756 shares 23,756 $2.64M 0.17% +379 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: not reported; 2024Q4: not reported; 2025Q1: 2,205 shares; 2025Q2: 2,753 shares; 2025Q3: 3,084 shares; 2025Q4: 3,414 shares 3,414 $2.56M 0.17% +330 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 10,857 shares; 2025Q1: 9,449 shares; 2025Q2: 9,069 shares; 2025Q3: 8,892 shares; 2025Q4: 9,061 shares 9,061 $2.47M 0.16% +169 Timeline DFAT 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: 37,875 shares; 2024Q4: 37,875 shares; 2025Q1: 37,875 shares; 2025Q2: 37,875 shares; 2025Q3: 37,875 shares; 2025Q4: 37,875 shares 37,875 $2.43M 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: 8,148 shares; 2025Q2: 8,087 shares; 2025Q3: 8,087 shares; 2025Q4: 8,087 shares 8,087 $2.42M 0.16% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,596 shares; 2024Q4: 42,580 shares; 2025Q1: 43,147 shares; 2025Q2: 43,672 shares; 2025Q3: 44,232 shares; 2025Q4: 45,393 shares 45,393 $2.36M 0.15% +1,161 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,633 shares; 2024Q4: 191,283 shares; 2025Q1: 191,283 shares; 2025Q2: 191,283 shares; 2025Q3: 188,933 shares; 2025Q4: 188,933 shares 188,933 $2.33M 0.15% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,212 shares; 2025Q2: 6,499 shares; 2025Q3: 6,214 shares; 2025Q4: 5,833 shares 5,833 $2.24M 0.15% -381 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: 10,027 shares; 2025Q2: 10,044 shares; 2025Q3: 10,245 shares; 2025Q4: 10,102 shares 10,102 $2.18M 0.14% -143 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: not reported; 2024Q4: not reported; 2025Q1: 7,083 shares; 2025Q2: 7,038 shares; 2025Q3: 7,042 shares; 2025Q4: 7,009 shares 7,009 $2.14M 0.14% -33 Timeline IGIB 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: 49,799 shares; 2025Q1: 40,313 shares; 2025Q2: 39,441 shares; 2025Q3: 39,348 shares; 2025Q4: 39,348 shares 39,348 $2.12M 0.14% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,342 shares; 2024Q4: 47,334 shares; 2025Q1: 53,796 shares; 2025Q2: 54,423 shares; 2025Q3: 54,647 shares; 2025Q4: 54,604 shares 54,604 $2.09M 0.14% -43 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: not reported; 2024Q4: not reported; 2025Q1: 6,866 shares; 2025Q2: 7,766 shares; 2025Q3: 7,602 shares; 2025Q4: 11,905 shares 11,905 $2.07M 0.13% +4,303 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: not reported; 2024Q4: not reported; 2025Q1: 6,927 shares; 2025Q2: 7,328 shares; 2025Q3: 7,191 shares; 2025Q4: 7,453 shares 7,453 $1.86M 0.12% +262 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: not reported; 2024Q4: not reported; 2025Q1: 8,830 shares; 2025Q2: 9,047 shares; 2025Q3: 9,133 shares; 2025Q4: 9,224 shares 9,224 $1.82M 0.12% +91 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: not reported; 2024Q4: not reported; 2025Q1: 1,221 shares; 2025Q2: 1,303 shares; 2025Q3: 1,267 shares; 2025Q4: 1,328 shares 1,328 $1.81M 0.12% +61 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,742 shares; 2024Q4: 116,742 shares; 2025Q1: 116,646 shares; 2025Q2: 117,298 shares; 2025Q3: 116,827 shares; 2025Q4: 118,919 shares 118,919 $1.78M 0.12% +2,092 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,100 shares; 2025Q2: 7,103 shares; 2025Q3: 6,748 shares; 2025Q4: 6,890 shares 6,890 $1.72M 0.11% +142 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,797 shares; 2025Q2: 1,780 shares; 2025Q3: 1,686 shares; 2025Q4: 1,740 shares 1,740 $1.71M 0.11% +54 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: 3,524 shares; 2025Q2: 3,696 shares; 2025Q3: 4,084 shares; 2025Q4: 4,294 shares 4,294 $1.67M 0.11% +210 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: not reported; 2024Q4: not reported; 2025Q1: 5,795 shares; 2025Q2: 5,798 shares; 2025Q3: 6,107 shares; 2025Q4: 11,566 shares 11,566 $1.66M 0.11% +5,459 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,676 shares; 2024Q4: 65,899 shares; 2025Q1: 65,593 shares; 2025Q2: 64,753 shares; 2025Q3: 66,195 shares; 2025Q4: 65,190 shares 65,190 $1.66M 0.11% -1,005 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,757 shares; 2025Q2: 9,775 shares; 2025Q3: 9,860 shares; 2025Q4: 9,874 shares 9,874 $1.66M 0.11% +14 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: 8,399 shares; 2025Q2: 8,327 shares; 2025Q3: 8,424 shares; 2025Q4: 8,339 shares 8,339 $1.66M 0.11% -85 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,064 shares; 2024Q4: 17,092 shares; 2025Q1: 16,567 shares; 2025Q2: 16,147 shares; 2025Q3: 14,151 shares; 2025Q4: 13,575 shares 13,575 $1.62M 0.1% -576 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,423 shares; 2024Q4: 11,333 shares; 2025Q1: 11,009 shares; 2025Q2: 11,076 shares; 2025Q3: 11,014 shares; 2025Q4: 11,119 shares 11,119 $1.61M 0.1% +105 Timeline IESC IES HOLDINGS INC More: the full row for IES 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: 3,343 shares; 2025Q2: 3,343 shares; 2025Q3: 3,343 shares; 2025Q4: 3,343 shares 3,343 $1.59M 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: 2,241 shares; 2025Q2: 2,339 shares; 2025Q3: 2,388 shares; 2025Q4: 2,398 shares 2,398 $1.55M 0.1% +10 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,210 shares; 2025Q2: 2,350 shares; 2025Q3: 2,388 shares; 2025Q4: 2,410 shares 2,410 $1.53M 0.1% +22 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: not reported; 2024Q4: not reported; 2025Q1: 6,382 shares; 2025Q2: 6,248 shares; 2025Q3: 6,291 shares; 2025Q4: 6,324 shares 6,324 $1.53M 0.1% +33 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: not reported; 2024Q4: not reported; 2025Q1: 4,630 shares; 2025Q2: 4,457 shares; 2025Q3: 4,648 shares; 2025Q4: 4,254 shares 4,254 $1.48M 0.1% -394 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: 12,404 shares; 2024Q4: 11,627 shares; 2025Q1: 12,476 shares; 2025Q2: 12,555 shares; 2025Q3: 12,340 shares; 2025Q4: 11,960 shares 11,960 $1.44M 0.09% -380 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: not reported; 2024Q4: not reported; 2025Q1: 17,769 shares; 2025Q2: 19,233 shares; 2025Q3: 18,494 shares; 2025Q4: 18,262 shares 18,262 $1.44M 0.09% -232 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: 15,006 shares; 2024Q4: 15,335 shares; 2025Q1: 11,856 shares; 2025Q2: 11,319 shares; 2025Q3: 10,489 shares; 2025Q4: 8,935 shares 8,935 $1.4M 0.09% -1,554 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: not reported; 2024Q4: not reported; 2025Q1: 3,829 shares; 2025Q2: 3,958 shares; 2025Q3: 4,024 shares; 2025Q4: 4,369 shares 4,369 $1.39M 0.09% +345 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA 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: 2,947 shares; 2025Q2: 2,987 shares; 2025Q3: 2,949 shares; 2025Q4: 2,954 shares 2,954 $1.39M 0.09% +5 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: 12,942 shares; 2024Q4: not reported; 2025Q1: 6,399 shares; 2025Q2: 6,106 shares; 2025Q3: 5,948 shares; 2025Q4: 5,964 shares 5,964 $1.37M 0.09% +16 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: 13,349 shares; 2024Q4: 14,939 shares; 2025Q1: 15,369 shares; 2025Q2: 15,900 shares; 2025Q3: 15,791 shares; 2025Q4: 16,277 shares 16,277 $1.36M 0.09% +486 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: 15,302 shares; 2024Q4: 14,776 shares; 2025Q1: 15,048 shares; 2025Q2: 14,901 shares; 2025Q3: 15,115 shares; 2025Q4: 15,710 shares 15,710 $1.35M 0.09% +595 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,085 shares; 2025Q2: 8,011 shares; 2025Q3: 8,282 shares; 2025Q4: 8,027 shares 8,027 $1.34M 0.09% -255 Timeline PDP 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: 11,607 shares; 2024Q4: 11,607 shares; 2025Q1: 11,607 shares; 2025Q2: 11,607 shares; 2025Q3: 10,712 shares; 2025Q4: 10,712 shares 10,712 $1.34M 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: 5,144 shares; 2025Q2: 5,144 shares; 2025Q3: 5,247 shares; 2025Q4: 5,247 shares 5,247 $1.33M 0.09% 0 Timeline DFSU 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: 26,761 shares; 2025Q1: 21,113 shares; 2025Q2: 19,646 shares; 2025Q3: 20,427 shares; 2025Q4: 28,968 shares 28,968 $1.27M 0.08% +8,541 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: not reported; 2025Q1: 8,989 shares; 2025Q2: 9,010 shares; 2025Q3: 8,954 shares; 2025Q4: 9,025 shares 9,025 $1.25M 0.08% +71 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: 15,713 shares; 2024Q4: 15,163 shares; 2025Q1: 16,393 shares; 2025Q2: 17,020 shares; 2025Q3: 16,964 shares; 2025Q4: 17,081 shares 17,081 $1.23M 0.08% +117 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,962 shares; 2025Q2: 8,051 shares; 2025Q3: 7,999 shares; 2025Q4: 8,081 shares 8,081 $1.21M 0.08% +82 Timeline AVSU 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: 7,529 shares; 2025Q2: 10,688 shares; 2025Q3: 12,935 shares; 2025Q4: 15,502 shares 15,502 $1.21M 0.08% +2,567 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,360 shares; 2024Q4: 24,774 shares; 2025Q1: 20,091 shares; 2025Q2: 20,264 shares; 2025Q3: 22,121 shares; 2025Q4: 22,189 shares 22,189 $1.2M 0.08% +68 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: 10,942 shares; 2025Q2: 11,442 shares; 2025Q3: 7,602 shares; 2025Q4: 7,232 shares 7,232 $1.2M 0.08% -370 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: 23,714 shares; 2024Q4: 24,806 shares; 2025Q1: 22,671 shares; 2025Q2: 19,748 shares; 2025Q3: 18,717 shares; 2025Q4: 18,107 shares 18,107 $1.18M 0.08% -610 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: 33,080 shares; 2024Q4: 32,932 shares; 2025Q1: 32,412 shares; 2025Q2: 32,461 shares; 2025Q3: 32,523 shares; 2025Q4: 32,864 shares 32,864 $1.18M 0.08% +341 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: not reported; 2024Q4: not reported; 2025Q1: 6,109 shares; 2025Q2: 6,213 shares; 2025Q3: 6,278 shares; 2025Q4: 6,332 shares 6,332 $1.16M 0.08% +54 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,721 shares; 2025Q2: 6,981 shares; 2025Q3: 6,683 shares; 2025Q4: 6,825 shares 6,825 $1.15M 0.07% +142 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: 18,706 shares; 2024Q4: 18,695 shares; 2025Q1: 18,288 shares; 2025Q2: 20,428 shares; 2025Q3: 19,354 shares; 2025Q4: 20,523 shares 20,523 $1.13M 0.07% +1,169 Timeline SPYX 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: 22,254 shares; 2024Q4: 22,254 shares; 2025Q1: 29,954 shares; 2025Q2: 19,231 shares; 2025Q3: 19,102 shares; 2025Q4: 19,694 shares 19,694 $1.11M 0.07% +592 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,970 shares; 2025Q4: 10,941 shares 10,941 $1.1M 0.07% +2,971 Timeline DFLV 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: 25,470 shares; 2025Q2: 29,434 shares; 2025Q3: 29,434 shares; 2025Q4: 30,630 shares 30,630 $1.09M 0.07% +1,196 Timeline RPG 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: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $1.08M 0.07% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 6,980 shares; 2025Q2: 9,025 shares; 2025Q3: 9,119 shares; 2025Q4: 9,426 shares 9,426 $1.07M 0.07% +307 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: not reported; 2024Q4: not reported; 2025Q1: 7,066 shares; 2025Q2: 7,145 shares; 2025Q3: 7,701 shares; 2025Q4: 7,690 shares 7,690 $1.07M 0.07% -11 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,043 shares; 2024Q4: 19,087 shares; 2025Q1: 20,021 shares; 2025Q2: 20,375 shares; 2025Q3: 20,692 shares; 2025Q4: 20,861 shares 20,861 $1.07M 0.07% +169 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,095 shares; 2024Q4: 10,381 shares; 2025Q1: 10,787 shares; 2025Q2: 10,994 shares; 2025Q3: 11,204 shares; 2025Q4: 11,380 shares 11,380 $1.07M 0.07% +176 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: not reported; 2024Q4: not reported; 2025Q1: 4,440 shares; 2025Q2: 4,533 shares; 2025Q3: 4,680 shares; 2025Q4: 4,832 shares 4,832 $1.06M 0.07% +152 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: not reported; 2024Q4: not reported; 2025Q1: 4,299 shares; 2025Q2: 4,167 shares; 2025Q3: 3,999 shares; 2025Q4: 3,824 shares 3,824 $1.06M 0.07% -175 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,952 shares; 2025Q2: 1,921 shares; 2025Q3: 1,955 shares; 2025Q4: 1,933 shares 1,933 $1.03M 0.07% -22 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,671 shares; 2025Q2: 5,044 shares; 2025Q3: 4,937 shares; 2025Q4: 4,478 shares 4,478 $1.01M 0.07% -459 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 5,796 shares; 2025Q2: 5,817 shares; 2025Q3: 5,881 shares; 2025Q4: 5,914 shares 5,914 $997K 0.06% +33 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: 10,333 shares; 2024Q4: not reported; 2025Q1: 10,166 shares; 2025Q2: 10,459 shares; 2025Q3: 10,619 shares; 2025Q4: 10,970 shares 10,970 $993K 0.06% +351 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: not reported; 2024Q4: not reported; 2025Q1: 2,878 shares; 2025Q2: 2,859 shares; 2025Q3: 2,948 shares; 2025Q4: 3,339 shares 3,339 $982K 0.06% +391 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC 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: 3,644 shares; 2025Q2: 3,930 shares; 2025Q3: 5,074 shares; 2025Q4: 5,300 shares 5,300 $980K 0.06% +226 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: 5,697 shares; 2025Q2: 5,878 shares; 2025Q3: 6,347 shares; 2025Q4: 6,285 shares 6,285 $965K 0.06% -62 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: 36,324 shares; 2024Q4: 36,585 shares; 2025Q1: 36,729 shares; 2025Q2: 36,792 shares; 2025Q3: 36,052 shares; 2025Q4: 36,135 shares 36,135 $958K 0.06% +83 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: 20,482 shares; 2024Q4: 19,913 shares; 2025Q1: 18,414 shares; 2025Q2: 16,527 shares; 2025Q3: 16,071 shares; 2025Q4: 16,071 shares 16,071 $936K 0.06% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,283 shares; 2024Q4: 51,285 shares; 2025Q1: 51,808 shares; 2025Q2: 52,821 shares; 2025Q3: 52,824 shares; 2025Q4: 52,828 shares 52,828 $932K 0.06% +4 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: not reported; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares 1,435 $922K 0.06% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 9,610 shares; 2025Q2: 9,768 shares; 2025Q3: 9,928 shares; 2025Q4: 10,051 shares 10,051 $921K 0.06% +123 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS 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: 5,196 shares; 2025Q2: 5,149 shares; 2025Q3: 5,194 shares; 2025Q4: 5,153 shares 5,153 $918K 0.06% -41 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $914K 0.06% 0 Timeline EWD 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: 33,385 shares; 2024Q4: 17,685 shares; 2025Q1: 17,685 shares; 2025Q2: 17,685 shares; 2025Q3: 17,821 shares; 2025Q4: 17,685 shares 17,685 $911K 0.06% -136 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 950 shares; 2025Q3: 956 shares; 2025Q4: 967 shares 967 $909K 0.06% +11 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,965 shares; 2024Q4: 167,425 shares; 2025Q1: 83,043 shares; 2025Q2: 70,522 shares; 2025Q3: 63,918 shares; 2025Q4: 59,398 shares 59,398 $897K 0.06% -4,520 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 5,508 shares; 2025Q2: 5,505 shares; 2025Q3: 5,193 shares; 2025Q4: 5,261 shares 5,261 $892K 0.06% +68 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 13,017 shares; 2025Q1: 12,636 shares; 2025Q2: 12,585 shares; 2025Q3: 12,370 shares; 2025Q4: 12,360 shares 12,360 $890K 0.06% -10 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: not reported; 2024Q4: not reported; 2025Q1: 1,628 shares; 2025Q2: 1,602 shares; 2025Q3: 1,627 shares; 2025Q4: 1,515 shares 1,515 $888K 0.06% -112 Timeline ENOR 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: 54,355 shares; 2024Q4: 29,055 shares; 2025Q1: 29,055 shares; 2025Q2: 29,055 shares; 2025Q3: 29,055 shares; 2025Q4: 29,055 shares 29,055 $880K 0.06% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,518 shares; 2024Q4: 71,077 shares; 2025Q1: 77,288 shares; 2025Q2: 75,594 shares; 2025Q3: 77,989 shares; 2025Q4: 78,354 shares 78,354 $872K 0.06% +365 Timeline EWL 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: 31,880 shares; 2024Q4: 14,330 shares; 2025Q1: 14,330 shares; 2025Q2: 14,330 shares; 2025Q3: 14,330 shares; 2025Q4: 14,330 shares 14,330 $867K 0.06% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,461 shares; 2025Q2: 2,659 shares; 2025Q3: 2,543 shares; 2025Q4: 2,560 shares 2,560 $865K 0.06% +17 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,616 shares; 2025Q2: 1,658 shares; 2025Q3: 1,679 shares; 2025Q4: 1,641 shares 1,641 $861K 0.06% -38 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: not reported; 2024Q4: not reported; 2025Q1: 2,988 shares; 2025Q2: 3,022 shares; 2025Q3: 3,158 shares; 2025Q4: 3,106 shares 3,106 $859K 0.06% -52 Timeline AVSD 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: 6,977 shares; 2025Q2: 9,021 shares; 2025Q3: 9,295 shares; 2025Q4: 11,201 shares 11,201 $856K 0.06% +1,906 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: not reported; 2024Q4: not reported; 2025Q1: 2,409 shares; 2025Q2: 2,437 shares; 2025Q3: 2,448 shares; 2025Q4: 2,488 shares 2,488 $855K 0.06% +40 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,055 shares; 2025Q2: 5,046 shares; 2025Q3: 5,055 shares; 2025Q4: 4,816 shares 4,816 $851K 0.06% -239 Timeline HCI HCI GROUP INC More: the full row for HCI 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: 2,477 shares; 2025Q2: 4,983 shares; 2025Q3: 4,982 shares; 2025Q4: 4,982 shares 4,982 $847K 0.05% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,894 shares; 2024Q4: 10,255 shares; 2025Q1: 10,060 shares; 2025Q2: 9,549 shares; 2025Q3: 4,914 shares; 2025Q4: 4,525 shares 4,525 $828K 0.05% -389 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: not reported; 2024Q4: not reported; 2025Q1: 8,200 shares; 2025Q2: 8,253 shares; 2025Q3: 10,223 shares; 2025Q4: 10,771 shares 10,771 $825K 0.05% +548 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: not reported; 2024Q4: not reported; 2025Q1: 3,338 shares; 2025Q2: 3,302 shares; 2025Q3: 3,099 shares; 2025Q4: 3,281 shares 3,281 $820K 0.05% +182 Timeline DFSI 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: 9,593 shares; 2025Q2: 11,929 shares; 2025Q3: 15,257 shares; 2025Q4: 18,471 shares 18,471 $817K 0.05% +3,214 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: not reported; 2024Q4: not reported; 2025Q1: 5,812 shares; 2025Q2: 6,140 shares; 2025Q3: 6,279 shares; 2025Q4: 6,888 shares 6,888 $814K 0.05% +609 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: 1,763 shares; 2025Q2: 1,763 shares; 2025Q3: 1,708 shares; 2025Q4: 1,750 shares 1,750 $809K 0.05% +42 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 3,925 shares; 2025Q2: 3,932 shares; 2025Q3: 3,903 shares; 2025Q4: 3,977 shares 3,977 $807K 0.05% +74 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 3,346 shares; 2025Q2: 3,276 shares; 2025Q3: 3,484 shares; 2025Q4: 3,528 shares 3,528 $803K 0.05% +44 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: 35,485 shares; 2024Q4: 32,176 shares; 2025Q1: 33,345 shares; 2025Q2: 35,327 shares; 2025Q3: 34,354 shares; 2025Q4: 33,957 shares 33,957 $798K 0.05% -397 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,046 shares; 2025Q2: 1,129 shares; 2025Q3: 1,140 shares; 2025Q4: 1,193 shares 1,193 $797K 0.05% +53 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: 32,065 shares; 2024Q4: 32,214 shares; 2025Q1: 34,280 shares; 2025Q2: 34,291 shares; 2025Q3: 30,388 shares; 2025Q4: 29,378 shares 29,378 $796K 0.05% -1,010 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,638 shares; 2025Q2: 6,148 shares; 2025Q3: 6,094 shares; 2025Q4: 6,158 shares 6,158 $795K 0.05% +64 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 222 shares; 2025Q2: 226 shares; 2025Q3: 229 shares; 2025Q4: 228 shares 228 $795K 0.05% -1 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,076 shares; 2024Q4: 11,863 shares; 2025Q1: 11,979 shares; 2025Q2: 12,225 shares; 2025Q3: 12,545 shares; 2025Q4: 12,962 shares 12,962 $784K 0.05% +417 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 23,545 shares; 2025Q4: 23,703 shares 23,703 $781K 0.05% +158 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: not reported; 2024Q4: not reported; 2025Q1: 2,680 shares; 2025Q2: 8,438 shares; 2025Q3: 8,438 shares; 2025Q4: 8,438 shares 8,438 $780K 0.05% 0 Timeline KB KB FINL GROUP INC More: the full row for KB FINL 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: 8,024 shares; 2025Q2: 8,059 shares; 2025Q3: 7,953 shares; 2025Q4: 8,106 shares 8,106 $771K 0.05% +153 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,046 shares; 2025Q2: 4,028 shares; 2025Q3: 3,808 shares; 2025Q4: 3,947 shares 3,947 $767K 0.05% +139 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG 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: 3,776 shares; 2025Q2: 3,909 shares; 2025Q3: 4,537 shares; 2025Q4: 4,535 shares 4,535 $765K 0.05% -2 Timeline VOT 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: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares 2,676 $757K 0.05% 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: 3,553 shares; 2025Q2: 3,689 shares; 2025Q3: 3,831 shares; 2025Q4: 4,962 shares 4,962 $754K 0.05% +1,131 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,877 shares; 2024Q4: 26,013 shares; 2025Q1: 26,101 shares; 2025Q2: 26,343 shares; 2025Q3: 25,820 shares; 2025Q4: 25,452 shares 25,452 $746K 0.05% -368 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 5,474 shares; 2025Q2: 5,506 shares; 2025Q3: 5,879 shares; 2025Q4: 5,835 shares 5,835 $744K 0.05% -44 Timeline EDEN 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: 14,575 shares; 2024Q4: not reported; 2025Q1: 6,145 shares; 2025Q2: 6,145 shares; 2025Q3: 6,145 shares; 2025Q4: 6,145 shares 6,145 $740K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,177 shares; 2025Q2: 3,184 shares; 2025Q3: 3,248 shares; 2025Q4: 3,252 shares 3,252 $733K 0.05% +4 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,514 shares; 2025Q2: 3,539 shares; 2025Q3: 3,546 shares; 2025Q4: 3,561 shares 3,561 $729K 0.05% +15 Timeline CRH CRH PLC More: the full row for CRH 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: 5,610 shares; 2025Q2: 4,385 shares; 2025Q3: 4,506 shares; 2025Q4: 5,943 shares 5,943 $713K 0.05% +1,437 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: not reported; 2025Q1: 1,622 shares; 2025Q2: 3,028 shares; 2025Q3: 3,053 shares; 2025Q4: 3,110 shares 3,110 $713K 0.05% +57 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,679 shares; 2025Q2: 6,514 shares; 2025Q3: 6,859 shares; 2025Q4: 6,915 shares 6,915 $704K 0.05% +56 Timeline SHEL SHELL PLC More: the full row for SHELL 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: 9,418 shares; 2025Q2: 9,403 shares; 2025Q3: 9,518 shares; 2025Q4: 9,460 shares 9,460 $698K 0.05% -58 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,486 shares; 2024Q4: 12,392 shares; 2025Q1: 11,945 shares; 2025Q2: 12,560 shares; 2025Q3: 11,596 shares; 2025Q4: 11,756 shares 11,756 $697K 0.05% +160 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: not reported; 2025Q1: 6,096 shares; 2025Q2: 3,269 shares; 2025Q3: 3,307 shares; 2025Q4: 3,072 shares 3,072 $697K 0.05% -235 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,640 shares; 2025Q3: 104,640 shares; 2025Q4: 127,250 shares 127,250 $696K 0.05% +22,610 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,797 shares; 2025Q2: 6,797 shares; 2025Q3: 6,797 shares; 2025Q4: 6,797 shares 6,797 $693K 0.04% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 5,518 shares; 2025Q2: 6,423 shares; 2025Q3: 6,530 shares; 2025Q4: 6,635 shares 6,635 $689K 0.04% +105 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER 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: 6,424 shares; 2025Q2: 6,644 shares; 2025Q3: 6,786 shares; 2025Q4: 8,153 shares 8,153 $687K 0.04% +1,367 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 7,703 shares; 2025Q2: 8,033 shares; 2025Q3: 8,186 shares; 2025Q4: 8,238 shares 8,238 $685K 0.04% +52 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,044 shares; 2024Q4: 26,337 shares; 2025Q1: 27,300 shares; 2025Q2: 27,196 shares; 2025Q3: 27,767 shares; 2025Q4: 28,889 shares 28,889 $684K 0.04% +1,122 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: not reported; 2024Q4: not reported; 2025Q1: 4,223 shares; 2025Q2: 4,554 shares; 2025Q3: 2,884 shares; 2025Q4: 3,073 shares 3,073 $681K 0.04% +189 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: not reported; 2024Q4: not reported; 2025Q1: 2,394 shares; 2025Q2: 2,522 shares; 2025Q3: 2,526 shares; 2025Q4: 2,546 shares 2,546 $677K 0.04% +20 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,266 shares; 2024Q4: 14,279 shares; 2025Q1: 14,498 shares; 2025Q2: 14,428 shares; 2025Q3: 13,820 shares; 2025Q4: 14,205 shares 14,205 $674K 0.04% +385 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: 6,934 shares; 2025Q2: 7,464 shares; 2025Q3: 7,659 shares; 2025Q4: 7,787 shares 7,787 $671K 0.04% +128 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: not reported; 2024Q4: not reported; 2025Q1: 4,198 shares; 2025Q2: 4,313 shares; 2025Q3: 4,371 shares; 2025Q4: 4,425 shares 4,425 $662K 0.04% +54 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC 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: 3,089 shares; 2025Q2: 3,083 shares; 2025Q3: 3,148 shares; 2025Q4: 3,189 shares 3,189 $661K 0.04% +41 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,065 shares; 2025Q2: 2,103 shares; 2025Q3: 2,112 shares; 2025Q4: 1,959 shares 1,959 $659K 0.04% -153 Timeline AVUV 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: 7,083 shares; 2025Q2: 7,092 shares; 2025Q3: 5,950 shares; 2025Q4: 5,988 shares 5,988 $659K 0.04% +38 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,950 shares; 2024Q4: 24,950 shares; 2025Q1: 24,937 shares; 2025Q2: 24,818 shares; 2025Q3: 25,099 shares; 2025Q4: 25,457 shares 25,457 $658K 0.04% +358 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,736 shares; 2024Q4: 33,516 shares; 2025Q1: 33,399 shares; 2025Q2: 34,223 shares; 2025Q3: 34,785 shares; 2025Q4: 35,841 shares 35,841 $654K 0.04% +1,056 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 495 shares; 2025Q2: 7,447 shares; 2025Q3: 6,954 shares; 2025Q4: 7,153 shares 7,153 $649K 0.04% +199 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: 46,900 shares; 2024Q4: 46,144 shares; 2025Q1: 28,351 shares; 2025Q2: 27,393 shares; 2025Q3: 25,867 shares; 2025Q4: 25,887 shares 25,887 $649K 0.04% +20 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,037 shares; 2024Q4: 42,989 shares; 2025Q1: 42,989 shares; 2025Q2: 43,197 shares; 2025Q3: 43,179 shares; 2025Q4: 43,167 shares 43,167 $646K 0.04% -12 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,249 shares; 2025Q2: 2,419 shares; 2025Q3: 1,988 shares; 2025Q4: 2,259 shares 2,259 $634K 0.04% +271 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: not reported; 2024Q4: not reported; 2025Q1: 1,838 shares; 2025Q2: 1,862 shares; 2025Q3: 1,944 shares; 2025Q4: 1,941 shares 1,941 $629K 0.04% -3 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: 11,973 shares; 2024Q4: 15,987 shares; 2025Q1: 16,831 shares; 2025Q2: 16,161 shares; 2025Q3: 15,148 shares; 2025Q4: 15,891 shares 15,891 $624K 0.04% +743 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: not reported; 2024Q4: not reported; 2025Q1: 1,979 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares 1,975 $623K 0.04% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,142 shares; 2024Q4: 30,608 shares; 2025Q1: 32,513 shares; 2025Q2: 36,135 shares; 2025Q3: 36,004 shares; 2025Q4: 33,350 shares 33,350 $611K 0.04% -2,654 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 1,930 shares; 2025Q2: 2,087 shares; 2025Q3: 2,228 shares; 2025Q4: 2,253 shares 2,253 $610K 0.04% +25 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,066 shares; 2024Q4: not reported; 2025Q1: 9,372 shares; 2025Q2: 10,706 shares; 2025Q3: 8,915 shares; 2025Q4: 9,361 shares 9,361 $607K 0.04% +446 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: not reported; 2024Q4: not reported; 2025Q1: 2,702 shares; 2025Q2: 5,633 shares; 2025Q3: 5,599 shares; 2025Q4: 5,499 shares 5,499 $603K 0.04% -100 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: 1,897 shares; 2025Q2: 2,128 shares; 2025Q3: 1,237 shares; 2025Q4: 1,348 shares 1,348 $601K 0.04% +111 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,424 shares; 2024Q4: 15,665 shares; 2025Q1: 5,929 shares; 2025Q2: 5,937 shares; 2025Q3: 5,373 shares; 2025Q4: 5,482 shares 5,482 $598K 0.04% +109 Timeline LIN LINDE PLC More: the full row for LINDE 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: 1,417 shares; 2025Q2: 1,384 shares; 2025Q3: 1,353 shares; 2025Q4: 1,342 shares 1,342 $589K 0.04% -11 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,193 shares; 2025Q2: 4,524 shares; 2025Q3: 4,538 shares; 2025Q4: 4,510 shares 4,510 $587K 0.04% -28 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,651 shares; 2024Q4: 25,308 shares; 2025Q1: 25,034 shares; 2025Q2: 25,284 shares; 2025Q3: 29,612 shares; 2025Q4: 30,810 shares 30,810 $585K 0.04% +1,198 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: not reported; 2024Q4: not reported; 2025Q1: 9,317 shares; 2025Q2: 9,676 shares; 2025Q3: 6,312 shares; 2025Q4: 6,092 shares 6,092 $583K 0.04% -220 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE 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: 8,992 shares; 2025Q2: 9,542 shares; 2025Q3: 9,556 shares; 2025Q4: 9,653 shares 9,653 $581K 0.04% +97 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,099 shares; 2025Q2: 1,139 shares; 2025Q3: 1,140 shares; 2025Q4: 1,132 shares 1,132 $580K 0.04% -8 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 4,707 shares; 2025Q2: 4,532 shares; 2025Q3: 4,263 shares; 2025Q4: 4,193 shares 4,193 $577K 0.04% -70 Timeline GLW CORNING INC More: the full row for CORNING 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: 5,681 shares; 2025Q2: 7,458 shares; 2025Q3: 6,489 shares; 2025Q4: 6,506 shares 6,506 $576K 0.04% +17 Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 1,050 shares; 2025Q2: 1,051 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares 1,085 $569K 0.04% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,746 shares; 2025Q2: 4,748 shares; 2025Q3: 4,751 shares; 2025Q4: 4,690 shares 4,690 $567K 0.04% -61 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,770 shares; 2024Q4: 67,770 shares; 2025Q1: 92,770 shares; 2025Q2: 92,770 shares; 2025Q3: 92,770 shares; 2025Q4: 92,770 shares 92,770 $561K 0.04% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 522 shares; 2025Q2: 554 shares; 2025Q3: 567 shares; 2025Q4: 582 shares 582 $551K 0.04% +15 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 3,550 shares; 2025Q2: 3,546 shares; 2025Q3: 3,595 shares; 2025Q4: 4,244 shares 4,244 $550K 0.04% +649 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,407 shares; 2025Q2: 6,941 shares; 2025Q3: 6,491 shares; 2025Q4: 6,474 shares 6,474 $549K 0.04% -17 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 8,705 shares; 2025Q2: 8,658 shares; 2025Q3: 17,633 shares; 2025Q4: 17,013 shares 17,013 $547K 0.04% -620 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: not reported; 2024Q4: not reported; 2025Q1: 892 shares; 2025Q2: 952 shares; 2025Q3: 989 shares; 2025Q4: 1,042 shares 1,042 $546K 0.04% +53 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,036 shares; 2024Q4: 13,053 shares; 2025Q1: 13,062 shares; 2025Q2: 13,146 shares; 2025Q3: 13,299 shares; 2025Q4: 13,224 shares 13,224 $544K 0.04% -75 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 1,084 shares; 2025Q2: 1,166 shares; 2025Q3: 1,170 shares; 2025Q4: 1,185 shares 1,185 $543K 0.04% +15 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,087 shares; 2025Q2: 9,187 shares; 2025Q3: 9,239 shares; 2025Q4: 9,438 shares 9,438 $541K 0.04% +199 Timeline COO COOPER COS INC More: the full row for COOPER COS 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: 5,618 shares; 2025Q2: 5,639 shares; 2025Q3: 6,364 shares; 2025Q4: 6,609 shares 6,609 $537K 0.03% +245 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 1,699 shares; 2025Q3: 1,723 shares; 2025Q4: 1,778 shares 1,778 $537K 0.03% +55 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,186 shares; 2024Q4: not reported; 2025Q1: 35,633 shares; 2025Q2: 35,633 shares; 2025Q3: 35,633 shares; 2025Q4: 50,633 shares 50,633 $523K 0.03% +15,000 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW 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: 8,044 shares; 2025Q2: 8,057 shares; 2025Q3: 8,057 shares; 2025Q4: 8,044 shares 8,044 $522K 0.03% -13 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 826 shares; 2025Q2: 853 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $516K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,914 shares; 2025Q4: 6,935 shares 6,935 $514K 0.03% +3,021 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,866 shares; 2024Q4: 24,180 shares; 2025Q1: 24,076 shares; 2025Q2: 24,221 shares; 2025Q3: 24,126 shares; 2025Q4: 24,656 shares 24,656 $513K 0.03% +530 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 564 shares; 2025Q2: 594 shares; 2025Q3: 626 shares; 2025Q4: 635 shares 635 $512K 0.03% +9 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: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 2,394 shares; 2025Q3: 2,300 shares; 2025Q4: 2,325 shares 2,325 $509K 0.03% +25 Timeline XBI 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: 4,933 shares; 2025Q2: 4,236 shares; 2025Q3: 3,958 shares; 2025Q4: 3,958 shares 3,958 $507K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 1,341 shares; 2025Q2: 1,368 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares 1,388 $506K 0.03% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,041 shares; 2024Q4: 190,996 shares; 2025Q1: 171,842 shares; 2025Q2: 181,567 shares; 2025Q3: 175,386 shares; 2025Q4: 193,496 shares 193,496 $503K 0.03% +18,110 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 2,375 shares; 2025Q2: 2,436 shares; 2025Q3: 2,533 shares; 2025Q4: 2,448 shares 2,448 $503K 0.03% -85 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,729 shares; 2024Q4: 17,509 shares; 2025Q1: 15,627 shares; 2025Q2: 14,367 shares; 2025Q3: 12,924 shares; 2025Q4: 17,217 shares 17,217 $497K 0.03% +4,293 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 1,113 shares; 2025Q2: 1,097 shares; 2025Q3: 1,069 shares; 2025Q4: 1,076 shares 1,076 $496K 0.03% +7 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER 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: 3,098 shares; 2025Q2: 3,243 shares; 2025Q3: 2,806 shares; 2025Q4: 2,965 shares 2,965 $493K 0.03% +159 Timeline AVSC 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: 7,916 shares; 2025Q2: 8,319 shares; 2025Q3: 8,016 shares; 2025Q4: 7,688 shares 7,688 $491K 0.03% -328 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL 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: 2,486 shares; 2025Q2: 3,068 shares; 2025Q3: 3,027 shares; 2025Q4: 3,041 shares 3,041 $488K 0.03% +14 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 14,650 shares; 2025Q1: 6,828 shares; 2025Q2: 9,374 shares; 2025Q3: 9,374 shares; 2025Q4: 9,374 shares 9,374 $486K 0.03% 0 Timeline SPGM 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: 5,953 shares; 2025Q2: 6,051 shares; 2025Q3: 6,091 shares; 2025Q4: 6,153 shares 6,153 $482K 0.03% +62 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 6,137 shares 6,137 $482K 0.03% +3,135 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 2,542 shares; 2025Q3: 2,661 shares; 2025Q4: 2,631 shares 2,631 $477K 0.03% -30 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 940 shares; 2025Q2: 972 shares; 2025Q3: 962 shares; 2025Q4: 960 shares 960 $475K 0.03% -2 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,102 shares; 2024Q4: 76,102 shares; 2025Q1: 76,102 shares; 2025Q2: 76,102 shares; 2025Q3: 76,102 shares; 2025Q4: 76,102 shares 76,102 $475K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 3,958 shares; 2025Q2: 6,744 shares; 2025Q3: 6,744 shares; 2025Q4: 6,744 shares 6,744 $474K 0.03% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,672 shares; 2025Q2: 2,739 shares; 2025Q3: 2,775 shares; 2025Q4: 2,762 shares 2,762 $467K 0.03% -13 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: 14,081 shares; 2024Q4: 13,324 shares; 2025Q1: 10,379 shares; 2025Q2: 8,753 shares; 2025Q3: 8,607 shares; 2025Q4: 8,312 shares 8,312 $466K 0.03% -295 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,323 shares; 2025Q2: 17,377 shares; 2025Q3: 17,801 shares; 2025Q4: 18,724 shares 18,724 $464K 0.03% +923 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: not reported; 2024Q4: not reported; 2025Q1: 2,262 shares; 2025Q2: 2,303 shares; 2025Q3: 2,311 shares; 2025Q4: 2,314 shares 2,314 $462K 0.03% +3 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 3,143 shares; 2025Q2: 3,045 shares; 2025Q3: 3,388 shares; 2025Q4: 3,499 shares 3,499 $459K 0.03% +111 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,489 shares; 2025Q2: 1,481 shares; 2025Q3: 1,524 shares; 2025Q4: 1,545 shares 1,545 $456K 0.03% +21 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: not reported; 2024Q4: not reported; 2025Q1: 5,204 shares; 2025Q2: 6,184 shares; 2025Q3: 6,238 shares; 2025Q4: 6,327 shares 6,327 $452K 0.03% +89 Timeline CBRE CBRE GROUP INC More: the full row for CBRE 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: 2,913 shares; 2025Q2: 2,996 shares; 2025Q3: 2,623 shares; 2025Q4: 2,652 shares 2,652 $451K 0.03% +29 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 11,225 shares; 2025Q1: 11,463 shares; 2025Q2: 11,231 shares; 2025Q3: 10,817 shares; 2025Q4: 11,084 shares 11,084 $447K 0.03% +267 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,158 shares; 2025Q2: 1,137 shares; 2025Q3: 1,159 shares; 2025Q4: 1,176 shares 1,176 $446K 0.03% +17 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY 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: 5,205 shares; 2025Q2: 5,641 shares; 2025Q3: 5,671 shares; 2025Q4: 5,894 shares 5,894 $445K 0.03% +223 Timeline PATK PATRICK INDS INC More: the full row for PATRICK 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: 3,345 shares; 2025Q2: 3,349 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares 3,360 $444K 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO 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: 3,661 shares; 2025Q2: 3,647 shares; 2025Q3: 3,836 shares; 2025Q4: 3,849 shares 3,849 $444K 0.03% +13 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 1,436 shares; 2025Q4: 1,464 shares 1,464 $442K 0.03% +28 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: 19,395 shares; 2024Q4: 18,458 shares; 2025Q1: 18,041 shares; 2025Q2: 17,641 shares; 2025Q3: 15,741 shares; 2025Q4: 14,324 shares 14,324 $442K 0.03% -1,417 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,093 shares; 2025Q1: 31,973 shares; 2025Q2: 35,632 shares; 2025Q3: 34,244 shares; 2025Q4: 33,240 shares 33,240 $441K 0.03% -1,004 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 1,644 shares; 2025Q3: 1,646 shares; 2025Q4: 1,675 shares 1,675 $437K 0.03% +29 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,858 shares; 2024Q4: 21,906 shares; 2025Q1: 21,249 shares; 2025Q2: 20,251 shares; 2025Q3: 7,135 shares; 2025Q4: 6,048 shares 6,048 $435K 0.03% -1,087 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: not reported; 2024Q4: not reported; 2025Q1: 5,006 shares; 2025Q2: 5,336 shares; 2025Q3: 5,437 shares; 2025Q4: 5,214 shares 5,214 $430K 0.03% -223 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: not reported; 2024Q4: not reported; 2025Q1: 4,448 shares; 2025Q2: 4,448 shares; 2025Q3: 4,448 shares; 2025Q4: 4,448 shares 4,448 $428K 0.03% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 6,458 shares; 2025Q2: 7,096 shares; 2025Q3: 7,503 shares; 2025Q4: 7,386 shares 7,386 $426K 0.03% -117 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,723 shares; 2024Q4: 12,681 shares; 2025Q1: 12,755 shares; 2025Q2: 12,813 shares; 2025Q3: 13,107 shares; 2025Q4: 12,979 shares 12,979 $426K 0.03% -128 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 3,653 shares; 2025Q3: 3,738 shares; 2025Q4: 3,718 shares 3,718 $421K 0.03% -20 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: not reported; 2024Q4: not reported; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 4,121 shares; 2025Q4: 4,121 shares 4,121 $416K 0.03% 0 Timeline KR KROGER CO More: the full row for KROGER 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: 6,281 shares; 2025Q2: 6,808 shares; 2025Q3: 6,452 shares; 2025Q4: 6,488 shares 6,488 $415K 0.03% +36 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 3,237 shares; 2025Q3: 3,414 shares; 2025Q4: 3,375 shares 3,375 $413K 0.03% -39 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 1,533 shares; 2025Q2: 1,567 shares; 2025Q3: 1,650 shares; 2025Q4: 1,628 shares 1,628 $410K 0.03% -22 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 3,134 shares; 2025Q2: 3,294 shares; 2025Q3: 3,443 shares; 2025Q4: 3,428 shares 3,428 $410K 0.03% -15 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: 15,661 shares; 2024Q4: 16,428 shares; 2025Q1: 16,688 shares; 2025Q2: 16,985 shares; 2025Q3: 15,560 shares; 2025Q4: 15,422 shares 15,422 $409K 0.03% -138 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO 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: 8,471 shares; 2025Q2: 9,038 shares; 2025Q3: 9,615 shares; 2025Q4: 9,665 shares 9,665 $409K 0.03% +50 Timeline IWS 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: 2,853 shares; 2025Q2: 2,854 shares; 2025Q3: 2,742 shares; 2025Q4: 2,742 shares 2,742 $408K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 3,308 shares; 2025Q2: 3,472 shares; 2025Q3: 3,598 shares; 2025Q4: 3,779 shares 3,779 $407K 0.03% +181 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,223 shares; 2025Q2: 4,927 shares; 2025Q3: 5,869 shares; 2025Q4: 6,193 shares 6,193 $406K 0.03% +324 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: not reported; 2024Q4: not reported; 2025Q1: 4,238 shares; 2025Q2: 4,262 shares; 2025Q3: 4,473 shares; 2025Q4: 4,435 shares 4,435 $403K 0.03% -38 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 5,736 shares; 2025Q2: 6,231 shares; 2025Q3: 6,657 shares; 2025Q4: 6,790 shares 6,790 $400K 0.03% +133 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 12,716 shares; 2025Q3: 11,409 shares; 2025Q4: 11,318 shares 11,318 $399K 0.03% -91 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 2,955 shares; 2025Q2: 3,035 shares; 2025Q3: 2,949 shares; 2025Q4: 2,894 shares 2,894 $398K 0.03% -55 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,048 shares; 2025Q2: 2,070 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares 2,055 $398K 0.03% 0 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: not reported; 2025Q1: 1,073 shares; 2025Q2: 1,314 shares; 2025Q3: 1,334 shares; 2025Q4: 1,348 shares 1,348 $397K 0.03% +14 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,391 shares; 2025Q4: 1,626 shares 1,626 $393K 0.03% +235 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 668 shares; 2025Q2: 769 shares; 2025Q3: 725 shares; 2025Q4: 753 shares 753 $393K 0.03% +28 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: not reported; 2024Q4: not reported; 2025Q1: 7,968 shares; 2025Q2: 6,738 shares; 2025Q3: 6,837 shares; 2025Q4: 7,162 shares 7,162 $390K 0.03% +325 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,872 shares; 2025Q2: 2,877 shares; 2025Q3: 2,869 shares; 2025Q4: 2,869 shares 2,869 $390K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC 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: 3,566 shares; 2025Q2: 3,615 shares; 2025Q3: 3,598 shares; 2025Q4: 3,623 shares 3,623 $389K 0.03% +25 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: not reported; 2024Q4: not reported; 2025Q1: 1,661 shares; 2025Q2: 1,571 shares; 2025Q3: 1,591 shares; 2025Q4: 1,599 shares 1,599 $389K 0.03% +8 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 4,483 shares; 2025Q2: 5,394 shares; 2025Q3: 6,101 shares; 2025Q4: 6,244 shares 6,244 $386K 0.03% +143 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY 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: 1,937 shares; 2025Q2: 2,098 shares; 2025Q3: 2,047 shares; 2025Q4: 2,359 shares 2,359 $384K 0.02% +312 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: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,109 shares; 2025Q3: 1,197 shares; 2025Q4: 1,233 shares 1,233 $384K 0.02% +36 Timeline DFAU 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: 8,655 shares; 2025Q2: 8,667 shares; 2025Q3: 8,402 shares; 2025Q4: 8,058 shares 8,058 $382K 0.02% -344 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 2,300 shares; 2025Q2: 2,316 shares; 2025Q3: 2,363 shares; 2025Q4: 2,151 shares 2,151 $380K 0.02% -212 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: not reported; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares 1,005 $378K 0.02% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,893 shares; 2025Q4: 2,036 shares 2,036 $375K 0.02% +143 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 3,748 shares; 2025Q4: 3,748 shares 3,748 $374K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,701 shares; 2025Q2: 2,866 shares; 2025Q3: 3,362 shares; 2025Q4: 3,705 shares 3,705 $372K 0.02% +343 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,450 shares; 2025Q2: 29,045 shares; 2025Q3: 29,479 shares; 2025Q4: 30,182 shares 30,182 $368K 0.02% +703 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 406 shares; 2025Q2: 403 shares; 2025Q3: 471 shares; 2025Q4: 477 shares 477 $365K 0.02% +6 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 3,301 shares; 2025Q2: not reported; 2025Q3: 4,008 shares; 2025Q4: 4,090 shares 4,090 $363K 0.02% +82 Timeline BLACKROCK MUNIHLDGS NY QLTY BLACKROCK MUNIHLDGS NY QLTY More: the full row for BLACKROCK MUNIHLDGS NY QLTY 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: 31,612 shares; 2025Q3: 35,359 shares; 2025Q4: 35,359 shares 35,359 $363K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,372 shares; 2025Q2: 2,548 shares; 2025Q3: 2,519 shares; 2025Q4: 2,521 shares 2,521 $363K 0.02% +2 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 3,793 shares; 2025Q2: 3,925 shares; 2025Q3: 4,142 shares; 2025Q4: 4,405 shares 4,405 $359K 0.02% +263 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,063 shares; 2025Q2: 1,064 shares; 2025Q3: 1,047 shares; 2025Q4: 1,049 shares 1,049 $358K 0.02% +2 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP 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: 6,603 shares; 2025Q2: 6,797 shares; 2025Q3: 8,415 shares; 2025Q4: 9,362 shares 9,362 $353K 0.02% +947 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,681 shares; 2025Q1: 39,315 shares; 2025Q2: 38,598 shares; 2025Q3: 38,738 shares; 2025Q4: 41,356 shares 41,356 $349K 0.02% +2,618 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO 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: 4,643 shares; 2025Q2: 4,406 shares; 2025Q3: 4,872 shares; 2025Q4: 5,669 shares 5,669 $341K 0.02% +797 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 464 shares; 2025Q2: 497 shares; 2025Q3: 514 shares; 2025Q4: 511 shares 511 $339K 0.02% -3 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 2,447 shares; 2025Q2: 2,527 shares; 2025Q3: 2,573 shares; 2025Q4: 2,571 shares 2,571 $338K 0.02% -2 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: 582 shares; 2025Q3: 640 shares; 2025Q4: 634 shares 634 $338K 0.02% -6 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: not reported; 2024Q4: not reported; 2025Q1: 8,492 shares; 2025Q2: 8,495 shares; 2025Q3: 7,844 shares; 2025Q4: 7,875 shares 7,875 $330K 0.02% +31 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: 7,500 shares; 2025Q2: 4,011 shares; 2025Q3: 4,256 shares; 2025Q4: 5,005 shares 5,005 $326K 0.02% +749 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 435 shares; 2025Q3: 455 shares; 2025Q4: 465 shares 465 $324K 0.02% +10 Timeline VTWV 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: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares 1,854 $323K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,283 shares; 2025Q3: 1,355 shares; 2025Q4: 1,443 shares 1,443 $322K 0.02% +88 Timeline BLACKROCK N Y MUN INCOME TRU BLACKROCK N Y MUN INCOME TRU More: the full row for BLACKROCK N Y MUN INCOME TRU 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: 40,370 shares; 2025Q3: 31,690 shares; 2025Q4: 31,690 shares 31,690 $322K 0.02% 0 MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 3,954 shares; 2025Q3: 3,973 shares; 2025Q4: 4,113 shares 4,113 $315K 0.02% +140 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,390 shares; 2025Q2: 1,461 shares; 2025Q3: 1,644 shares; 2025Q4: 1,779 shares 1,779 $313K 0.02% +135 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO 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: not reported; 2025Q4: 13,388 shares 13,388 $313K 0.02% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 3,185 shares; 2025Q3: 3,264 shares; 2025Q4: 3,402 shares 3,402 $311K 0.02% +138 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL 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: 7,866 shares; 2025Q3: 8,203 shares; 2025Q4: 8,401 shares 8,401 $311K 0.02% +198 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 1,289 shares; 2025Q3: 1,397 shares; 2025Q4: 1,460 shares 1,460 $311K 0.02% +63 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 1,522 shares; 2025Q2: 1,519 shares; 2025Q3: 1,479 shares; 2025Q4: 1,466 shares 1,466 $311K 0.02% -13 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: not reported; 2024Q4: not reported; 2025Q1: 5,987 shares; 2025Q2: 5,987 shares; 2025Q3: 6,500 shares; 2025Q4: 5,987 shares 5,987 $309K 0.02% -513 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 6,937 shares 6,937 $307K 0.02% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 7,697 shares; 2025Q2: 7,697 shares; 2025Q3: 7,550 shares; 2025Q4: 8,013 shares 8,013 $307K 0.02% +463 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,499 shares; 2025Q2: 2,076 shares; 2025Q3: 1,993 shares; 2025Q4: 2,036 shares 2,036 $303K 0.02% +43 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: not reported; 2024Q4: not reported; 2025Q1: 1,561 shares; 2025Q2: 1,926 shares; 2025Q3: 1,921 shares; 2025Q4: 1,913 shares 1,913 $303K 0.02% -8 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 7,286 shares; 2025Q2: 7,286 shares; 2025Q3: 7,286 shares; 2025Q4: 5,959 shares 5,959 $303K 0.02% -1,327 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 2,451 shares; 2025Q2: 2,449 shares; 2025Q3: 2,502 shares; 2025Q4: 2,511 shares 2,511 $302K 0.02% +9 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,224 shares; 2024Q4: 29,226 shares; 2025Q1: 27,852 shares; 2025Q2: 14,573 shares; 2025Q3: 17,211 shares; 2025Q4: 18,943 shares 18,943 $301K 0.02% +1,732 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 1,167 shares; 2025Q2: 1,037 shares; 2025Q3: 1,131 shares; 2025Q4: 1,103 shares 1,103 $299K 0.02% -28 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,034 shares; 2025Q4: 5,519 shares 5,519 $298K 0.02% +485 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: not reported; 2024Q4: not reported; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,072 shares; 2025Q4: 1,010 shares 1,010 $297K 0.02% -62 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,679 shares; 2025Q2: 4,651 shares; 2025Q3: 4,218 shares; 2025Q4: 4,125 shares 4,125 $297K 0.02% -93 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL 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: 5,357 shares; 2025Q2: 5,337 shares; 2025Q3: 5,187 shares; 2025Q4: 5,287 shares 5,287 $293K 0.02% +100 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: not reported; 2024Q4: not reported; 2025Q1: 3,474 shares; 2025Q2: 3,238 shares; 2025Q3: 3,330 shares; 2025Q4: 3,075 shares 3,075 $291K 0.02% -255 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS 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: 3,611 shares 3,611 $289K 0.02% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C 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: 3,821 shares; 2025Q3: 3,888 shares; 2025Q4: 3,905 shares 3,905 $288K 0.02% +17 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL 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: 6,800 shares; 2025Q2: 7,277 shares; 2025Q3: 7,963 shares; 2025Q4: 8,317 shares 8,317 $283K 0.02% +354 Timeline DFSE 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: 6,474 shares 6,474 $282K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 600 shares; 2025Q2: 646 shares; 2025Q3: 670 shares; 2025Q4: 735 shares 735 $280K 0.02% +65 Timeline ARGX ARGENX SE More: the full row for ARGENX SE 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: 329 shares; 2025Q4: 338 shares 338 $276K 0.02% +9 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: not reported; 2025Q4: 386 shares 386 $275K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI 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: 436 shares; 2025Q2: 466 shares; 2025Q3: 482 shares; 2025Q4: 465 shares 465 $274K 0.02% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares; 2025Q4: 877 shares 877 $269K 0.02% +20 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,513 shares; 2025Q3: 9,542 shares; 2025Q4: 9,413 shares 9,413 $268K 0.02% -129 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,385 shares; 2025Q2: 6,950 shares; 2025Q3: 5,775 shares; 2025Q4: 5,034 shares 5,034 $268K 0.02% -741 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 3,709 shares; 2025Q3: 2,931 shares; 2025Q4: 3,247 shares 3,247 $268K 0.02% +316 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,938 shares; 2025Q3: 4,588 shares; 2025Q4: 4,588 shares 4,588 $267K 0.02% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD 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: 2,137 shares; 2025Q2: 2,367 shares; 2025Q3: 2,421 shares; 2025Q4: 2,515 shares 2,515 $266K 0.02% +94 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR 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: 11,367 shares 11,367 $264K 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: 826 shares; 2025Q2: 1,184 shares; 2025Q3: 1,306 shares; 2025Q4: 1,403 shares 1,403 $264K 0.02% +97 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL 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: 5,798 shares; 2025Q2: 5,828 shares; 2025Q3: not reported; 2025Q4: 6,489 shares 6,489 $264K 0.02% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,545 shares; 2025Q4: 5,458 shares 5,458 $262K 0.02% -87 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139 shares 139 $262K 0.02% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $261K 0.02% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 5,173 shares; 2025Q2: 5,206 shares; 2025Q3: 5,254 shares; 2025Q4: 5,368 shares 5,368 $260K 0.02% +114 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 424 shares; 2025Q2: 214 shares; 2025Q3: 229 shares; 2025Q4: 749 shares 749 $259K 0.02% +520 Timeline TGT TARGET CORP More: the full row for TARGET 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: 2,186 shares; 2025Q2: 2,224 shares; 2025Q3: 2,451 shares; 2025Q4: 2,442 shares 2,442 $259K 0.02% -9 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 5,175 shares; 2025Q2: 5,288 shares; 2025Q3: 5,310 shares; 2025Q4: 5,450 shares 5,450 $258K 0.02% +140 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: 2,220 shares; 2025Q3: 2,213 shares; 2025Q4: 2,216 shares 2,216 $256K 0.02% +3 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL 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: 2,674 shares; 2025Q3: 2,637 shares; 2025Q4: 2,552 shares 2,552 $256K 0.02% -85 Timeline JNK 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: 2,613 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,612 shares 2,612 $256K 0.02% -1 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: 375 shares; 2025Q4: 381 shares 381 $251K 0.02% +6 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 1,667 shares; 2025Q2: 1,734 shares; 2025Q3: 1,787 shares; 2025Q4: 1,791 shares 1,791 $250K 0.02% +4 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR 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: 227 shares; 2025Q4: 243 shares 243 $250K 0.02% +16 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 2,417 shares; 2025Q3: 2,368 shares; 2025Q4: 2,389 shares 2,389 $249K 0.02% +21 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,184 shares 5,184 $248K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 10,218 shares; 2025Q2: 9,883 shares; 2025Q3: 9,345 shares; 2025Q4: 7,757 shares 7,757 $247K 0.02% -1,588 Timeline OKE ONEOK INC NEW More: the full row for ONEOK 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: 3,355 shares; 2025Q2: 3,537 shares; 2025Q3: 3,709 shares; 2025Q4: 3,836 shares 3,836 $245K 0.02% +127 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,832 shares 4,832 $244K 0.02% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,088 shares 27,088 $243K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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: 750 shares; 2025Q2: 778 shares; 2025Q3: 857 shares; 2025Q4: 909 shares 909 $243K 0.02% +52 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY 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: 710 shares; 2025Q2: 547 shares; 2025Q3: 543 shares; 2025Q4: 483 shares 483 $243K 0.02% -60 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 3,998 shares 3,998 $242K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 4,041 shares; 2025Q2: 4,091 shares; 2025Q3: 4,323 shares; 2025Q4: 4,694 shares 4,694 $242K 0.02% +371 Timeline FISV FISERV INC More: the full row for FISERV 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: 4,331 shares; 2025Q2: 4,267 shares; 2025Q3: 3,314 shares; 2025Q4: 3,680 shares 3,680 $242K 0.02% +366 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,005 shares; 2025Q3: 1,054 shares; 2025Q4: 1,011 shares 1,011 $239K 0.02% -43 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: not reported; 2024Q4: not reported; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares 2,530 $239K 0.02% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY 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: 13,687 shares; 2025Q4: 12,898 shares 12,898 $238K 0.02% -789 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP 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: 3,780 shares; 2025Q2: 3,783 shares; 2025Q3: 3,836 shares; 2025Q4: 3,821 shares 3,821 $237K 0.02% -15 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV 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: 18,351 shares 18,351 $237K 0.02% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322 shares 322 $237K 0.02% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 1,608 shares; 2025Q4: 1,156 shares 1,156 $236K 0.02% -452 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,813 shares; 2025Q4: 1,844 shares 1,844 $234K 0.02% +31 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,893 shares; 2025Q3: 7,930 shares; 2025Q4: 7,954 shares 7,954 $232K 0.02% +24 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: not reported; 2024Q4: not reported; 2025Q1: 1,046 shares; 2025Q2: 1,000 shares; 2025Q3: 880 shares; 2025Q4: 872 shares 872 $232K 0.02% -8 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,577 shares 4,577 $232K 0.02% new Timeline DXJ 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: 1,500 shares; 2025Q4: 1,500 shares 1,500 $231K 0.01% 0 Timeline BLACKROCK MUNICIPAL INCOME … BLACKROCK MUNICIPAL INCOME QUA More: the full row for BLACKROCK MUNICIPAL INCOME QUA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,863 shares; 2025Q4: 20,863 shares 20,863 $228K 0.01% +2,000 BILI BILIBILI INC More: the full row for BILIBILI 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: 7,099 shares 7,099 $227K 0.01% new Timeline WEX WEX INC More: the full row for WEX 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: 1,546 shares; 2025Q2: 1,558 shares; 2025Q3: 1,560 shares; 2025Q4: 1,670 shares 1,670 $226K 0.01% +110 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 233 shares 233 $226K 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 3,241 shares; 2025Q2: 2,577 shares; 2025Q3: 2,702 shares; 2025Q4: 2,475 shares 2,475 $225K 0.01% -227 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,258 shares; 2025Q3: not reported; 2025Q4: 3,269 shares 3,269 $222K 0.01% new 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: 10,060 shares; 2024Q4: not reported; 2025Q1: 10,944 shares; 2025Q2: 10,948 shares; 2025Q3: 10,722 shares; 2025Q4: 10,235 shares 10,235 $220K 0.01% -487 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,630 shares 1,630 $220K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 572 shares; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 592 shares 592 $219K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 1,458 shares 1,458 $217K 0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA 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: not reported; 2025Q4: 977 shares 977 $215K 0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG 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: 5,666 shares 5,666 $215K 0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,065 shares; 2025Q3: 1,084 shares; 2025Q4: 1,039 shares 1,039 $214K 0.01% -45 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,273 shares; 2025Q2: 6,220 shares; 2025Q3: 5,392 shares; 2025Q4: 4,636 shares 4,636 $214K 0.01% -756 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 2,748 shares 2,748 $212K 0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 924 shares; 2025Q2: 950 shares; 2025Q3: 911 shares; 2025Q4: 941 shares 941 $211K 0.01% +30 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP 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: 3,782 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,024 shares 5,024 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,921 shares; 2025Q3: 3,898 shares; 2025Q4: 3,898 shares 3,898 $208K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,783 shares 2,783 $208K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 2,157 shares 2,157 $207K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares 2,544 $206K 0.01% new Timeline EEMX 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: not reported; 2025Q4: 4,528 shares 4,528 $206K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM 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: 1,418 shares; 2025Q4: 1,446 shares 1,446 $205K 0.01% +28 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 1,212 shares 1,212 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,386 shares 1,386 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares 1,565 $204K 0.01% new 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: 487 shares 487 $203K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,572 shares 6,572 $203K 0.01% new 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: not reported; 2025Q4: 2,619 shares 2,619 $202K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 7,076 shares 7,076 $202K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,668 shares; 2025Q3: 3,474 shares; 2025Q4: 3,608 shares 3,608 $202K 0.01% +134 Timeline XPEV XPENG INC More: the full row for XPENG 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: 9,460 shares; 2025Q4: 9,868 shares 9,868 $201K 0.01% +408 Timeline