MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 327,875 shares; 2024Q1: 328,914 shares; 2024Q2: 325,632 shares; 2024Q3: 327,733 shares; 2024Q4: 330,429 shares; 2025Q1: 328,304 shares; 2025Q2: 316,184 shares 316,184 $157M 13.21% -12,120 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 78,328 shares; 2024Q1: 87,658 shares; 2024Q2: 86,959 shares; 2024Q3: 88,424 shares; 2024Q4: 89,696 shares; 2025Q1: 93,198 shares; 2025Q2: 96,559 shares 96,559 $60M 5.03% +3,361 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 38,246 shares; 2024Q1: 36,673 shares; 2024Q2: 354,244 shares; 2024Q3: 341,348 shares; 2024Q4: 309,653 shares; 2025Q1: 300,525 shares; 2025Q2: 262,753 shares 262,753 $41.5M 3.49% -37,772 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 216,777 shares; 2024Q1: 212,886 shares; 2024Q2: 210,025 shares; 2024Q3: 217,230 shares; 2024Q4: 216,082 shares; 2025Q1: 203,838 shares; 2025Q2: 198,490 shares 198,490 $40.7M 3.42% -5,348 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 313,920 shares; 2024Q1: 361,924 shares; 2024Q2: 353,018 shares; 2024Q3: 388,814 shares; 2024Q4: 404,854 shares; 2025Q1: 413,983 shares; 2025Q2: 389,736 shares 389,736 $38.7M 3.25% -24,247 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 927,001 shares; 2024Q1: 940,249 shares; 2024Q2: 939,702 shares; 2024Q3: 929,722 shares; 2024Q4: 917,110 shares; 2025Q1: 923,929 shares; 2025Q2: 953,060 shares 953,060 $38.6M 3.24% +29,131 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; 2023Q3: restricted; 2023Q4: 179,040 shares; 2024Q1: 182,420 shares; 2024Q2: 183,107 shares; 2024Q3: 186,803 shares; 2024Q4: 187,656 shares; 2025Q1: 185,557 shares; 2025Q2: 157,320 shares 157,320 $34.5M 2.9% -28,237 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 86,416 shares; 2024Q1: 486,776 shares; 2024Q2: 489,160 shares; 2024Q3: 494,659 shares; 2024Q4: 491,543 shares; 2025Q1: 494,031 shares; 2025Q2: 491,535 shares 491,535 $30.5M 2.56% -2,496 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; 2023Q3: restricted; 2023Q4: 434,406 shares; 2024Q1: 427,759 shares; 2024Q2: 426,360 shares; 2024Q3: 422,993 shares; 2024Q4: 1,274,308 shares; 2025Q1: 1,260,901 shares; 2025Q2: 1,233,593 shares 1,233,593 $30.1M 2.53% -27,308 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; 2023Q3: restricted; 2023Q4: 31,746 shares; 2024Q1: 30,572 shares; 2024Q2: 29,298 shares; 2024Q3: 27,682 shares; 2024Q4: 27,361 shares; 2025Q1: 28,609 shares; 2025Q2: 26,703 shares 26,703 $26.4M 2.22% -1,906 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; 2023Q3: restricted; 2023Q4: 13,746 shares; 2024Q1: 80,611 shares; 2024Q2: 80,236 shares; 2024Q3: 80,186 shares; 2024Q4: 97,433 shares; 2025Q1: 85,336 shares; 2025Q2: 83,545 shares 83,545 $23.8M 2% -1,791 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 896,216 shares; 2024Q1: 978,810 shares; 2024Q2: 920,439 shares; 2024Q3: 951,928 shares; 2024Q4: 985,494 shares; 2025Q1: 926,699 shares; 2025Q2: 904,947 shares 904,947 $23.2M 1.95% -21,752 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; 2023Q3: restricted; 2023Q4: 65,111 shares; 2024Q1: 64,893 shares; 2024Q2: 64,533 shares; 2024Q3: 69,221 shares; 2024Q4: 68,794 shares; 2025Q1: 68,294 shares; 2025Q2: 67,794 shares 67,794 $21.7M 1.82% -500 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; 2023Q3: restricted; 2023Q4: 78,579 shares; 2024Q1: 81,859 shares; 2024Q2: 79,938 shares; 2024Q3: 78,719 shares; 2024Q4: 77,673 shares; 2025Q1: 77,376 shares; 2025Q2: 76,835 shares 76,835 $19.5M 1.63% -541 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 114,204 shares; 2024Q1: 115,605 shares; 2024Q2: 116,465 shares; 2024Q3: 122,345 shares; 2024Q4: 125,186 shares; 2025Q1: 125,305 shares; 2025Q2: 106,228 shares 106,228 $18.7M 1.57% -19,077 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 208,841 shares; 2024Q1: 224,351 shares; 2024Q2: 222,333 shares; 2024Q3: 228,960 shares; 2024Q4: 229,755 shares; 2025Q1: 219,464 shares; 2025Q2: 223,864 shares 223,864 $18.4M 1.54% +4,400 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; 2023Q3: restricted; 2023Q4: 63,820 shares; 2024Q1: 156,260 shares; 2024Q2: 172,931 shares; 2024Q3: 199,010 shares; 2024Q4: 214,962 shares; 2025Q1: 245,127 shares; 2025Q2: 243,881 shares 243,881 $18M 1.51% -1,246 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 103,245 shares; 2024Q1: 139,753 shares; 2024Q2: 141,667 shares; 2024Q3: 145,931 shares; 2024Q4: 148,455 shares; 2025Q1: 152,363 shares; 2025Q2: 155,274 shares 155,274 $17M 1.43% +2,911 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; 2023Q3: restricted; 2023Q4: 63,109 shares; 2024Q1: 63,755 shares; 2024Q2: 63,647 shares; 2024Q3: 64,689 shares; 2024Q4: 64,627 shares; 2025Q1: 63,789 shares; 2025Q2: 63,441 shares 63,441 $15M 1.26% -348 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 172,647 shares; 2024Q1: 174,938 shares; 2024Q2: 175,064 shares; 2024Q3: 177,767 shares; 2024Q4: 178,180 shares; 2025Q1: 176,731 shares; 2025Q2: 163,022 shares 163,022 $15M 1.26% -13,709 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; 2023Q3: restricted; 2023Q4: 74,693 shares; 2024Q1: 233,050 shares; 2024Q2: 240,649 shares; 2024Q3: 243,725 shares; 2024Q4: 244,419 shares; 2025Q1: 247,862 shares; 2025Q2: 260,470 shares 260,470 $14.8M 1.25% +12,608 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; 2023Q3: restricted; 2023Q4: 35,220 shares; 2024Q1: 35,489 shares; 2024Q2: 34,826 shares; 2024Q3: 34,800 shares; 2024Q4: 33,970 shares; 2025Q1: 33,633 shares; 2025Q2: 33,127 shares 33,127 $14.5M 1.22% -506 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; 2023Q3: restricted; 2023Q4: 26,369 shares; 2024Q1: 25,944 shares; 2024Q2: 23,743 shares; 2024Q3: 23,747 shares; 2024Q4: 24,181 shares; 2025Q1: 24,214 shares; 2025Q2: 19,664 shares 19,664 $14.5M 1.22% -4,550 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; 2023Q3: restricted; 2023Q4: 22,481 shares; 2024Q1: 23,732 shares; 2024Q2: 23,351 shares; 2024Q3: 24,153 shares; 2024Q4: 24,072 shares; 2025Q1: 24,241 shares; 2025Q2: 23,401 shares 23,401 $14.5M 1.21% -840 Timeline 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; 2023Q3: restricted; 2023Q4: 130,153 shares; 2024Q1: 126,996 shares; 2024Q2: 131,662 shares; 2024Q3: 130,892 shares; 2024Q4: 167,672 shares; 2025Q1: 212,407 shares; 2025Q2: 276,427 shares 276,427 $14M 1.18% +64,020 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; 2023Q3: restricted; 2023Q4: 345,618 shares; 2024Q1: 343,067 shares; 2024Q2: 338,969 shares; 2024Q3: 329,923 shares; 2024Q4: 643,197 shares; 2025Q1: 599,648 shares; 2025Q2: 602,267 shares 602,267 $13.3M 1.12% +2,619 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; 2023Q3: restricted; 2023Q4: 42,731 shares; 2024Q1: 43,626 shares; 2024Q2: 43,609 shares; 2024Q3: 43,753 shares; 2024Q4: 44,012 shares; 2025Q1: 37,441 shares; 2025Q2: 38,144 shares 38,144 $11.6M 0.97% +703 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; 2023Q3: restricted; 2023Q4: 40,543 shares; 2024Q1: 40,234 shares; 2024Q2: 39,291 shares; 2024Q3: 38,863 shares; 2024Q4: 38,690 shares; 2025Q1: 38,598 shares; 2025Q2: 35,152 shares 35,152 $10.2M 0.86% -3,446 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; 2023Q3: restricted; 2023Q4: 22,057 shares; 2024Q1: 22,119 shares; 2024Q2: 22,049 shares; 2024Q3: 21,742 shares; 2024Q4: 21,658 shares; 2025Q1: 21,194 shares; 2025Q2: 20,242 shares 20,242 $9.83M 0.83% -952 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; 2023Q3: restricted; 2023Q4: 19,922 shares; 2024Q1: 21,144 shares; 2024Q2: 21,060 shares; 2024Q3: 19,521 shares; 2024Q4: 19,299 shares; 2025Q1: 18,462 shares; 2025Q2: 15,652 shares 15,652 $8.63M 0.73% -2,810 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; 2023Q3: restricted; 2023Q4: 12,810 shares; 2024Q1: 14,007 shares; 2024Q2: 13,962 shares; 2024Q3: 13,923 shares; 2024Q4: 13,934 shares; 2025Q1: 13,946 shares; 2025Q2: 12,804 shares 12,804 $8.49M 0.71% -1,142 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 346,338 shares; 2024Q1: 357,714 shares; 2024Q2: 366,491 shares; 2024Q3: 460,138 shares; 2024Q4: 491,723 shares; 2025Q1: 508,609 shares; 2025Q2: 168,677 shares 168,677 $8.49M 0.71% -339,932 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; 2023Q3: restricted; 2023Q4: 190,230 shares; 2024Q1: 185,039 shares; 2024Q2: 182,622 shares; 2024Q3: 179,457 shares; 2024Q4: 118,937 shares; 2025Q1: 99,062 shares; 2025Q2: 62,002 shares 62,002 $8.45M 0.71% -37,060 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 89,731 shares; 2024Q1: 88,257 shares; 2024Q2: 88,077 shares; 2024Q3: 87,241 shares; 2024Q4: 86,516 shares; 2025Q1: 84,358 shares; 2025Q2: 76,451 shares 76,451 $8.08M 0.68% -7,907 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 26,859 shares; 2024Q1: 25,459 shares; 2024Q2: 24,270 shares; 2024Q3: 24,704 shares; 2024Q4: 24,504 shares; 2025Q1: 23,907 shares; 2025Q2: 22,560 shares 22,560 $8.01M 0.67% -1,347 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; 2023Q3: restricted; 2023Q4: 153,559 shares; 2024Q1: 160,285 shares; 2024Q2: 157,565 shares; 2024Q3: 154,242 shares; 2024Q4: 152,076 shares; 2025Q1: 150,297 shares; 2025Q2: 151,514 shares 151,514 $7.49M 0.63% +1,217 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 105,017 shares; 2024Q1: 97,290 shares; 2024Q2: 93,915 shares; 2024Q3: 97,125 shares; 2024Q4: 111,876 shares; 2025Q1: 132,447 shares; 2025Q2: 146,254 shares 146,254 $7.4M 0.62% +13,807 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 14,589 shares; 2024Q1: 10,775 shares; 2024Q2: 12,721 shares; 2024Q3: 26,856 shares; 2024Q4: 27,904 shares; 2025Q1: 27,930 shares; 2025Q2: 23,038 shares 23,038 $7.32M 0.61% -4,892 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,942 shares; 2024Q1: 7,097 shares; 2024Q2: 7,089 shares; 2024Q3: 7,149 shares; 2024Q4: 6,995 shares; 2025Q1: 6,237 shares; 2025Q2: 5,458 shares 5,458 $7.31M 0.61% -779 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 47,459 shares; 2024Q1: 52,186 shares; 2024Q2: 58,323 shares; 2024Q3: 63,120 shares; 2024Q4: 65,443 shares; 2025Q1: 72,462 shares; 2025Q2: 74,537 shares 74,537 $7.1M 0.6% +2,075 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; 2023Q3: restricted; 2023Q4: 21,403 shares; 2024Q1: 24,293 shares; 2024Q2: 24,404 shares; 2024Q3: 25,637 shares; 2024Q4: 26,052 shares; 2025Q1: 25,716 shares; 2025Q2: 24,485 shares 24,485 $6.85M 0.58% -1,231 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 86,566 shares; 2024Q1: 84,471 shares; 2024Q2: 83,413 shares; 2024Q3: 81,913 shares; 2024Q4: 79,456 shares; 2025Q1: 73,896 shares; 2025Q2: 74,058 shares 74,058 $6.62M 0.56% +162 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 41,289 shares; 2024Q1: 45,296 shares; 2024Q2: 48,381 shares; 2024Q3: 48,471 shares; 2024Q4: 46,535 shares; 2025Q1: 47,122 shares; 2025Q2: 40,576 shares 40,576 $6.2M 0.52% -6,546 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; 2023Q3: restricted; 2023Q4: 18,150 shares; 2024Q1: 18,348 shares; 2024Q2: 18,317 shares; 2024Q3: 18,542 shares; 2024Q4: 18,260 shares; 2025Q1: 18,039 shares; 2025Q2: 16,509 shares 16,509 $6.05M 0.51% -1,530 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 76,766 shares; 2024Q1: 73,338 shares; 2024Q2: 81,856 shares; 2024Q3: 93,521 shares; 2024Q4: 103,019 shares; 2025Q1: 104,790 shares; 2025Q2: 80,615 shares 80,615 $5.73M 0.48% -24,175 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 110,288 shares; 2024Q1: 146,934 shares; 2024Q2: 162,448 shares; 2024Q3: 200,110 shares; 2024Q4: 162,875 shares; 2025Q1: 137,398 shares; 2025Q2: 138,055 shares 138,055 $5.71M 0.48% +657 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 22,352 shares; 2024Q2: 22,035 shares; 2024Q3: 22,035 shares; 2024Q4: 21,963 shares; 2025Q1: 20,821 shares; 2025Q2: 19,843 shares 19,843 $5.31M 0.45% -978 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 55,312 shares; 2024Q1: 56,304 shares; 2024Q2: 77,741 shares; 2024Q3: 75,627 shares; 2024Q4: 75,484 shares; 2025Q1: 73,540 shares; 2025Q2: 56,579 shares 56,579 $5.18M 0.44% -16,961 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17,493 shares; 2024Q1: 17,950 shares; 2024Q2: 17,851 shares; 2024Q3: 17,697 shares; 2024Q4: 17,609 shares; 2025Q1: 17,758 shares; 2025Q2: 17,094 shares 17,094 $4.77M 0.4% -664 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,517 shares; 2024Q1: 6,389 shares; 2024Q2: 6,295 shares; 2024Q3: 24,458 shares; 2024Q4: 23,284 shares; 2025Q1: 22,437 shares; 2025Q2: 21,402 shares 21,402 $4.77M 0.4% -1,035 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 101,870 shares; 2024Q1: 114,311 shares; 2024Q2: 122,809 shares; 2024Q3: 123,954 shares; 2024Q4: 122,110 shares; 2025Q1: 129,476 shares; 2025Q2: 94,276 shares 94,276 $4.62M 0.39% -35,200 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,736 shares; 2024Q1: 19,062 shares; 2024Q2: 19,378 shares; 2024Q3: 18,924 shares; 2024Q4: 18,827 shares; 2025Q1: 19,379 shares; 2025Q2: 19,260 shares 19,260 $4.6M 0.39% -119 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; 2023Q3: restricted; 2023Q4: 891 shares; 2024Q1: 894 shares; 2024Q2: 886 shares; 2024Q3: 882 shares; 2024Q4: 878 shares; 2025Q1: 835 shares; 2025Q2: 780 shares 780 $4.52M 0.38% -55 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 20,902 shares; 2024Q1: 22,203 shares; 2024Q2: 22,683 shares; 2024Q3: 22,701 shares; 2024Q4: 22,236 shares; 2025Q1: 24,066 shares; 2025Q2: 23,718 shares 23,718 $4.47M 0.38% -348 Timeline SPEM 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; 2023Q3: restricted; 2023Q4: 64,500 shares; 2024Q1: 107,381 shares; 2024Q2: 105,109 shares; 2024Q3: 99,034 shares; 2024Q4: 96,636 shares; 2025Q1: 98,614 shares; 2025Q2: 102,753 shares 102,753 $4.39M 0.37% +4,139 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,414 shares; 2025Q1: 4,319 shares; 2025Q2: 4,083 shares 4,083 $4.28M 0.36% -236 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; 2023Q3: restricted; 2023Q4: 39,923 shares; 2024Q1: 39,396 shares; 2024Q2: 39,271 shares; 2024Q3: 39,268 shares; 2024Q4: 38,709 shares; 2025Q1: 38,518 shares; 2025Q2: 37,251 shares 37,251 $4.02M 0.34% -1,267 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 21,302 shares; 2024Q1: 24,701 shares; 2024Q2: 26,559 shares; 2024Q3: 26,525 shares; 2024Q4: 26,165 shares; 2025Q1: 35,443 shares; 2025Q2: 30,101 shares 30,101 $3.97M 0.33% -5,342 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 53,330 shares; 2025Q1: 52,453 shares; 2025Q2: 40,632 shares 40,632 $3.96M 0.33% -11,821 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 104,981 shares; 2024Q1: 105,446 shares; 2024Q2: 101,684 shares; 2024Q3: 101,023 shares; 2024Q4: 102,449 shares; 2025Q1: 43,271 shares; 2025Q2: 41,598 shares 41,598 $3.95M 0.33% -1,673 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; 2023Q3: restricted; 2023Q4: 7,187 shares; 2024Q1: 7,190 shares; 2024Q2: 7,001 shares; 2024Q3: 6,913 shares; 2024Q4: 6,905 shares; 2025Q1: 6,703 shares; 2025Q2: 6,735 shares 6,735 $3.83M 0.32% +32 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 27,642 shares; 2024Q1: 29,307 shares; 2024Q2: 29,545 shares; 2024Q3: 29,445 shares; 2024Q4: 29,455 shares; 2025Q1: 26,838 shares; 2025Q2: 25,777 shares 25,777 $3.76M 0.32% -1,061 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; 2023Q3: restricted; 2023Q4: 53,982 shares; 2024Q1: 58,023 shares; 2024Q2: 62,233 shares; 2024Q3: 61,828 shares; 2024Q4: 61,441 shares; 2025Q1: 63,747 shares; 2025Q2: 41,774 shares 41,774 $3.75M 0.32% -21,973 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; 2023Q3: restricted; 2023Q4: 6,364 shares; 2024Q1: 6,354 shares; 2024Q2: 6,374 shares; 2024Q3: 6,754 shares; 2024Q4: 6,729 shares; 2025Q1: 6,514 shares; 2025Q2: 6,494 shares 6,494 $3.68M 0.31% -20 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; 2023Q3: restricted; 2023Q4: 38,888 shares; 2024Q1: 39,555 shares; 2024Q2: 41,229 shares; 2024Q3: 42,462 shares; 2024Q4: 42,656 shares; 2025Q1: 41,986 shares; 2025Q2: 29,275 shares 29,275 $3.63M 0.3% -12,711 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 14,889 shares; 2024Q1: 14,442 shares; 2024Q2: 14,226 shares; 2024Q3: 14,038 shares; 2024Q4: 13,977 shares; 2025Q1: 13,650 shares; 2025Q2: 13,277 shares 13,277 $3.58M 0.3% -373 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,788 shares; 2024Q1: 9,084 shares; 2024Q2: 9,142 shares; 2024Q3: 9,422 shares; 2024Q4: 10,341 shares; 2025Q1: 12,674 shares; 2025Q2: 9,222 shares 9,222 $3.57M 0.3% -3,452 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 31,684 shares; 2024Q1: 31,593 shares; 2024Q2: 31,400 shares; 2024Q3: 32,805 shares; 2024Q4: 33,168 shares; 2025Q1: 33,168 shares; 2025Q2: 32,388 shares 32,388 $3.57M 0.3% -780 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; 2023Q3: restricted; 2023Q4: 15,373 shares; 2024Q1: 17,213 shares; 2024Q2: 18,554 shares; 2024Q3: 18,474 shares; 2024Q4: 18,250 shares; 2025Q1: 18,231 shares; 2025Q2: 17,799 shares 17,799 $3.52M 0.3% -432 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 14,766 shares; 2024Q1: 14,752 shares; 2024Q2: 13,005 shares; 2024Q3: 12,934 shares; 2024Q4: 12,864 shares; 2025Q1: 12,362 shares; 2025Q2: 12,011 shares 12,011 $3.48M 0.29% -351 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 25,450 shares; 2024Q1: 28,082 shares; 2024Q2: 30,269 shares; 2024Q3: 31,825 shares; 2024Q4: 34,186 shares; 2025Q1: 40,900 shares; 2025Q2: 38,097 shares 38,097 $3.38M 0.28% -2,803 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; 2023Q3: restricted; 2023Q4: 19,447 shares; 2024Q1: 20,484 shares; 2024Q2: 21,043 shares; 2024Q3: 21,786 shares; 2024Q4: 21,784 shares; 2025Q1: 19,381 shares; 2025Q2: 11,416 shares 11,416 $3.29M 0.28% -7,965 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; 2023Q3: restricted; 2023Q4: 61,042 shares; 2024Q1: 65,929 shares; 2024Q2: 61,835 shares; 2024Q3: 56,518 shares; 2024Q4: 55,338 shares; 2025Q1: 54,395 shares; 2025Q2: 56,778 shares 56,778 $3.23M 0.27% +2,383 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; 2023Q3: restricted; 2023Q4: 18,575 shares; 2024Q1: 19,368 shares; 2024Q2: 19,258 shares; 2024Q3: 19,158 shares; 2024Q4: 19,152 shares; 2025Q1: 19,587 shares; 2025Q2: 19,490 shares 19,490 $3.11M 0.26% -97 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 36,606 shares; 2024Q1: 36,539 shares; 2024Q2: 35,966 shares; 2024Q3: 37,477 shares; 2024Q4: 113,120 shares; 2025Q1: 112,933 shares; 2025Q2: 110,106 shares 110,106 $3.09M 0.26% -2,827 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; 2023Q3: restricted; 2023Q4: 14,154 shares; 2024Q1: 14,459 shares; 2024Q2: 14,390 shares; 2024Q3: 14,252 shares; 2024Q4: 14,662 shares; 2025Q1: 14,017 shares; 2025Q2: 13,102 shares 13,102 $3.05M 0.26% -915 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,847 shares; 2024Q1: 2,970 shares; 2024Q2: 3,437 shares; 2024Q3: 8,321 shares; 2024Q4: 16,708 shares; 2025Q1: 22,028 shares; 2025Q2: 31,883 shares 31,883 $2.99M 0.25% +9,855 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17,204 shares; 2024Q1: 16,993 shares; 2024Q2: 17,056 shares; 2024Q3: 17,155 shares; 2024Q4: 17,214 shares; 2025Q1: 15,839 shares; 2025Q2: 15,631 shares 15,631 $2.86M 0.24% -208 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; 2023Q3: restricted; 2023Q4: 70,333 shares; 2024Q1: 65,189 shares; 2024Q2: 65,189 shares; 2024Q3: 65,049 shares; 2024Q4: 66,062 shares; 2025Q1: 30,079 shares; 2025Q2: 30,077 shares 30,077 $2.81M 0.24% -2 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; 2023Q3: restricted; 2023Q4: 11,755 shares; 2024Q1: 11,751 shares; 2024Q2: 11,124 shares; 2024Q3: 10,748 shares; 2024Q4: 10,705 shares; 2025Q1: 10,395 shares; 2025Q2: 8,992 shares 8,992 $2.81M 0.24% -1,403 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; 2023Q3: restricted; 2023Q4: 6,394 shares; 2024Q1: 6,415 shares; 2024Q2: 6,401 shares; 2024Q3: 6,258 shares; 2024Q4: 6,239 shares; 2025Q1: 5,779 shares; 2025Q2: 5,394 shares 5,394 $2.7M 0.23% -385 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 49,236 shares; 2024Q1: 51,002 shares; 2024Q2: 52,898 shares; 2024Q3: 52,494 shares; 2024Q4: 52,067 shares; 2025Q1: 51,551 shares; 2025Q2: 43,059 shares 43,059 $2.58M 0.22% -8,492 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; 2023Q3: restricted; 2023Q4: 13,145 shares; 2024Q1: 13,093 shares; 2024Q2: 12,863 shares; 2024Q3: 12,905 shares; 2024Q4: 12,700 shares; 2025Q1: 12,289 shares; 2025Q2: 11,231 shares 11,231 $2.58M 0.22% -1,058 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; 2023Q3: restricted; 2023Q4: 35,402 shares; 2024Q1: 36,364 shares; 2024Q2: 35,388 shares; 2024Q3: 37,557 shares; 2024Q4: 37,330 shares; 2025Q1: 36,978 shares; 2025Q2: 36,419 shares 36,419 $2.53M 0.21% -559 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,354 shares; 2025Q1: 43,728 shares; 2025Q2: 52,670 shares 52,670 $2.44M 0.2% +8,942 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 22,644 shares; 2024Q1: 22,561 shares; 2024Q2: 22,679 shares; 2024Q3: 22,408 shares; 2024Q4: 22,287 shares; 2025Q1: 22,057 shares; 2025Q2: 21,224 shares 21,224 $2.42M 0.2% -833 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17,249 shares; 2024Q1: 17,078 shares; 2024Q2: 16,489 shares; 2024Q3: 16,468 shares; 2024Q4: 16,117 shares; 2025Q1: 15,901 shares; 2025Q2: 15,362 shares 15,362 $2.4M 0.2% -539 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 62,575 shares; 2024Q1: 62,575 shares; 2024Q2: 62,508 shares; 2024Q3: 62,871 shares; 2024Q4: 64,249 shares; 2025Q1: 57,909 shares; 2025Q2: 13,261 shares 13,261 $2.35M 0.2% -44,648 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; 2023Q3: restricted; 2023Q4: 33,964 shares; 2024Q1: 33,990 shares; 2024Q2: 34,047 shares; 2024Q3: 33,827 shares; 2024Q4: 32,758 shares; 2025Q1: 31,174 shares; 2025Q2: 32,696 shares 32,696 $2.26M 0.19% +1,522 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 50,220 shares; 2024Q1: 48,177 shares; 2024Q2: 47,926 shares; 2024Q3: 51,045 shares; 2024Q4: 52,757 shares; 2025Q1: 48,374 shares; 2025Q2: 49,033 shares 49,033 $2.26M 0.19% +659 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 15,158 shares; 2024Q1: 15,027 shares; 2024Q2: 14,762 shares; 2024Q3: 72,767 shares; 2024Q4: 72,505 shares; 2025Q1: 69,258 shares; 2025Q2: 62,413 shares 62,413 $2.24M 0.19% -6,845 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 15,504 shares; 2024Q1: 17,612 shares; 2024Q2: 18,444 shares; 2024Q3: 20,205 shares; 2024Q4: 22,135 shares; 2025Q1: 28,986 shares; 2025Q2: 25,531 shares 25,531 $2.22M 0.19% -3,455 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; 2023Q3: restricted; 2023Q4: 40,910 shares; 2024Q1: 41,620 shares; 2024Q2: 39,893 shares; 2024Q3: 38,928 shares; 2024Q4: 38,462 shares; 2025Q1: 30,209 shares; 2025Q2: 43,097 shares 43,097 $2.19M 0.18% +12,888 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,462 shares; 2024Q1: 13,355 shares; 2024Q2: 13,307 shares; 2024Q3: 24,666 shares; 2024Q4: 31,500 shares; 2025Q1: 35,590 shares; 2025Q2: 21,369 shares 21,369 $2.16M 0.18% -14,221 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; 2023Q3: restricted; 2023Q4: 20,364 shares; 2024Q1: 20,376 shares; 2024Q2: 18,976 shares; 2024Q3: 20,444 shares; 2024Q4: 74,304 shares; 2025Q1: 73,274 shares; 2025Q2: 73,300 shares 73,300 $2.14M 0.18% +26 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17,023 shares; 2024Q1: 17,388 shares; 2024Q2: 17,430 shares; 2024Q3: 16,974 shares; 2024Q4: 16,541 shares; 2025Q1: 15,628 shares; 2025Q2: 15,655 shares 15,655 $2.1M 0.18% +27 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,705 shares; 2024Q3: 7,565 shares; 2024Q4: 7,896 shares; 2025Q1: 8,031 shares; 2025Q2: 7,150 shares 7,150 $2.1M 0.18% -881 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; 2023Q3: restricted; 2023Q4: 18,636 shares; 2024Q1: 18,812 shares; 2024Q2: 18,655 shares; 2024Q3: 13,668 shares; 2024Q4: 12,287 shares; 2025Q1: 10,287 shares; 2025Q2: 9,992 shares 9,992 $2.07M 0.17% -295 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,825 shares; 2024Q1: 2,825 shares; 2024Q2: 2,489 shares; 2024Q3: 2,414 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,256 shares 2,256 $2.02M 0.17% -327 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; 2023Q3: restricted; 2023Q4: 33,418 shares; 2024Q1: 32,804 shares; 2024Q2: 35,404 shares; 2024Q3: 42,704 shares; 2024Q4: 50,124 shares; 2025Q1: 52,880 shares; 2025Q2: 26,987 shares 26,987 $2.01M 0.17% -25,893 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 15,544 shares; 2024Q1: 15,483 shares; 2024Q2: 15,319 shares; 2024Q3: 14,922 shares; 2024Q4: 14,914 shares; 2025Q1: 14,931 shares; 2025Q2: 14,948 shares 14,948 $1.99M 0.17% +17 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 16,821 shares; 2024Q1: 16,951 shares; 2024Q2: 16,914 shares; 2024Q3: 15,421 shares; 2024Q4: 15,381 shares; 2025Q1: 16,686 shares; 2025Q2: 13,866 shares 13,866 $1.99M 0.17% -2,820 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 44,977 shares; 2024Q1: 46,788 shares; 2024Q2: 46,400 shares; 2024Q3: 44,912 shares; 2024Q4: 39,176 shares; 2025Q1: 39,183 shares; 2025Q2: 36,894 shares 36,894 $1.93M 0.16% -2,289 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; 2023Q3: restricted; 2023Q4: 53,848 shares; 2024Q1: 54,608 shares; 2024Q2: 58,454 shares; 2024Q3: 62,585 shares; 2024Q4: 106,986 shares; 2025Q1: 114,666 shares; 2025Q2: 51,940 shares 51,940 $1.85M 0.16% -62,726 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,546 shares; 2024Q1: 68,638 shares; 2024Q2: 91,275 shares; 2024Q3: 116,556 shares; 2024Q4: 166,915 shares; 2025Q1: 201,465 shares; 2025Q2: 75,493 shares 75,493 $1.83M 0.15% -125,972 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,327 shares; 2024Q1: 12,824 shares; 2024Q2: 12,363 shares; 2024Q3: 12,672 shares; 2024Q4: 12,292 shares; 2025Q1: 11,847 shares; 2025Q2: 8,126 shares 8,126 $1.75M 0.15% -3,721 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 40,626 shares; 2024Q1: 48,250 shares; 2024Q2: 44,708 shares; 2024Q3: 43,818 shares; 2024Q4: 45,749 shares; 2025Q1: 43,175 shares; 2025Q2: 36,990 shares 36,990 $1.67M 0.14% -6,185 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,774 shares; 2025Q1: 17,017 shares; 2025Q2: 16,315 shares 16,315 $1.67M 0.14% -702 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 25,721 shares; 2024Q1: 25,662 shares; 2024Q2: 25,245 shares; 2024Q3: 22,575 shares; 2024Q4: 21,795 shares; 2025Q1: 21,171 shares; 2025Q2: 21,877 shares 21,877 $1.64M 0.14% +706 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,015 shares; 2024Q2: 2,022 shares; 2024Q3: 2,072 shares; 2024Q4: 2,178 shares; 2025Q1: 2,146 shares; 2025Q2: 2,055 shares 2,055 $1.63M 0.14% -91 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17,584 shares; 2024Q1: 18,582 shares; 2024Q2: 18,502 shares; 2024Q3: 18,048 shares; 2024Q4: 18,075 shares; 2025Q1: 17,536 shares; 2025Q2: 17,015 shares 17,015 $1.56M 0.13% -521 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 14,862 shares; 2024Q1: 16,742 shares; 2024Q2: 16,305 shares; 2024Q3: 13,767 shares; 2024Q4: 13,349 shares; 2025Q1: 13,159 shares; 2025Q2: 15,369 shares 15,369 $1.54M 0.13% +2,210 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; 2023Q3: restricted; 2023Q4: 32,901 shares; 2024Q1: 28,373 shares; 2024Q2: 29,770 shares; 2024Q3: 29,589 shares; 2024Q4: 29,573 shares; 2025Q1: 30,253 shares; 2025Q2: 24,597 shares 24,597 $1.53M 0.13% -5,656 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 69,685 shares; 2024Q1: 68,916 shares; 2024Q2: 64,692 shares; 2024Q3: 63,313 shares; 2024Q4: 62,333 shares; 2025Q1: 64,061 shares; 2025Q2: 56,504 shares 56,504 $1.45M 0.12% -7,557 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; 2023Q3: restricted; 2023Q4: 2,049 shares; 2024Q1: 2,057 shares; 2024Q2: 2,067 shares; 2024Q3: 2,232 shares; 2024Q4: 2,071 shares; 2025Q1: 1,947 shares; 2025Q2: 1,857 shares 1,857 $1.45M 0.12% -90 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,069 shares; 2024Q1: 7,358 shares; 2024Q2: 7,272 shares; 2024Q3: 7,332 shares; 2024Q4: 7,176 shares; 2025Q1: 10,742 shares; 2025Q2: 5,181 shares 5,181 $1.41M 0.12% -5,561 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,380 shares; 2024Q1: 7,438 shares; 2024Q2: 7,246 shares; 2024Q3: 7,279 shares; 2024Q4: 7,239 shares; 2025Q1: 7,218 shares; 2025Q2: 7,064 shares 7,064 $1.38M 0.12% -154 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; 2023Q3: restricted; 2023Q4: 14,890 shares; 2024Q1: 20,246 shares; 2024Q2: 20,173 shares; 2024Q3: 19,953 shares; 2024Q4: 19,048 shares; 2025Q1: 23,900 shares; 2025Q2: 16,453 shares 16,453 $1.36M 0.11% -7,447 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,825 shares; 2024Q1: 1,825 shares; 2024Q2: 1,750 shares; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,699 shares 1,699 $1.24M 0.1% -51 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17,396 shares; 2024Q1: 17,592 shares; 2024Q2: 25,417 shares; 2024Q3: 28,578 shares; 2024Q4: 27,840 shares; 2025Q1: 22,717 shares; 2025Q2: 19,251 shares 19,251 $1.15M 0.1% -3,466 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 21,834 shares; 2024Q1: 21,850 shares; 2024Q2: 21,787 shares; 2024Q3: 21,733 shares; 2024Q4: 21,500 shares; 2025Q1: 22,494 shares; 2025Q2: 22,250 shares 22,250 $1.12M 0.09% -244 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 92,036 shares; 2024Q1: 81,317 shares; 2024Q2: 88,265 shares; 2024Q3: 102,152 shares; 2024Q4: 116,851 shares; 2025Q1: 115,421 shares; 2025Q2: 49,748 shares 49,748 $1.11M 0.09% -65,673 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; 2023Q3: restricted; 2023Q4: 20,118 shares; 2024Q1: 20,686 shares; 2024Q2: 21,020 shares; 2024Q3: 22,310 shares; 2024Q4: 24,829 shares; 2025Q1: 33,046 shares; 2025Q2: 14,071 shares 14,071 $1.11M 0.09% -18,975 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,753 shares; 2024Q1: 7,753 shares; 2024Q2: 6,611 shares; 2024Q3: 6,174 shares; 2024Q4: 6,174 shares; 2025Q1: 6,126 shares; 2025Q2: 4,996 shares 4,996 $1.09M 0.09% -1,130 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,912 shares; 2024Q1: 4,475 shares; 2024Q2: 4,179 shares; 2024Q3: 4,077 shares; 2024Q4: 4,007 shares; 2025Q1: 4,885 shares; 2025Q2: 5,167 shares 5,167 $1.08M 0.09% +282 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; 2023Q3: restricted; 2023Q4: 5,412 shares; 2024Q1: 7,173 shares; 2024Q2: 9,173 shares; 2024Q3: 9,898 shares; 2024Q4: 12,293 shares; 2025Q1: 24,869 shares; 2025Q2: 15,260 shares 15,260 $1.05M 0.09% -9,609 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 16,991 shares; 2024Q1: 20,090 shares; 2024Q2: 16,622 shares; 2024Q3: 16,408 shares; 2024Q4: 14,449 shares; 2025Q1: 21,391 shares; 2025Q2: 11,829 shares 11,829 $987K 0.08% -9,562 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,683 shares; 2024Q1: 10,096 shares; 2024Q2: 9,772 shares; 2024Q3: 9,772 shares; 2024Q4: 10,690 shares; 2025Q1: 11,945 shares; 2025Q2: 9,431 shares 9,431 $985K 0.08% -2,514 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; 2023Q3: restricted; 2023Q4: 18,380 shares; 2024Q1: 18,137 shares; 2024Q2: 18,917 shares; 2024Q3: 19,767 shares; 2024Q4: 39,908 shares; 2025Q1: 39,679 shares; 2025Q2: 37,960 shares 37,960 $960K 0.08% -1,719 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; 2023Q3: restricted; 2023Q4: 8,445 shares; 2024Q1: 8,425 shares; 2024Q2: 8,425 shares; 2024Q3: 8,425 shares; 2024Q4: 8,425 shares; 2025Q1: 8,193 shares; 2025Q2: 7,059 shares 7,059 $951K 0.08% -1,134 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,814 shares; 2024Q1: 10,710 shares; 2024Q2: 11,226 shares; 2024Q3: 11,664 shares; 2024Q4: 12,505 shares; 2025Q1: 17,100 shares; 2025Q2: 17,065 shares 17,065 $951K 0.08% -35 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 18,169 shares; 2024Q1: 20,018 shares; 2024Q2: 19,330 shares; 2024Q3: 17,330 shares; 2024Q4: 17,330 shares; 2025Q1: 18,330 shares; 2025Q2: 18,330 shares 18,330 $930K 0.08% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,872 shares 18,872 $901K 0.08% new Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 37,688 shares; 2024Q1: 54,664 shares; 2024Q2: 64,014 shares; 2024Q3: 58,942 shares; 2024Q4: 55,038 shares; 2025Q1: 42,286 shares; 2025Q2: 11,162 shares 11,162 $888K 0.07% -31,124 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17,099 shares; 2024Q1: 17,458 shares; 2024Q2: 17,495 shares; 2024Q3: 16,877 shares; 2024Q4: 14,442 shares; 2025Q1: 13,160 shares; 2025Q2: 11,532 shares 11,532 $873K 0.07% -1,628 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 11,665 shares; 2024Q1: 11,505 shares; 2024Q2: 11,505 shares; 2024Q3: 11,505 shares; 2024Q4: 11,505 shares; 2025Q1: 30,929 shares; 2025Q2: 11,500 shares 11,500 $825K 0.07% -19,429 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,814 shares; 2024Q1: 16,137 shares; 2024Q2: 20,137 shares; 2024Q3: 23,925 shares; 2024Q4: 28,824 shares; 2025Q1: 39,714 shares; 2025Q2: 12,897 shares 12,897 $808K 0.07% -26,817 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,928 shares; 2024Q1: 6,008 shares; 2024Q2: 6,226 shares; 2024Q3: 9,887 shares; 2024Q4: 12,869 shares; 2025Q1: 12,076 shares; 2025Q2: 8,437 shares 8,437 $761K 0.06% -3,639 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,610 shares; 2025Q1: 12,610 shares; 2025Q2: 12,250 shares 12,250 $750K 0.06% -360 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,634 shares; 2024Q1: 1,634 shares; 2024Q2: 1,634 shares; 2024Q3: 2,209 shares; 2024Q4: 2,029 shares; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares 1,764 $749K 0.06% 0 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; 2023Q3: restricted; 2023Q4: 6,963 shares; 2024Q1: 6,627 shares; 2024Q2: 4,893 shares; 2024Q3: 4,899 shares; 2024Q4: 4,122 shares; 2025Q1: 5,925 shares; 2025Q2: 4,156 shares 4,156 $735K 0.06% -1,769 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 1 shares 1 $729K 0.06% -3 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,314 shares; 2025Q2: 2,387 shares 2,387 $704K 0.06% +73 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; 2023Q3: restricted; 2023Q4: 3,522 shares; 2024Q1: 3,447 shares; 2024Q2: 3,628 shares; 2024Q3: 5,128 shares; 2024Q4: 4,174 shares; 2025Q1: 4,065 shares; 2025Q2: 4,868 shares 4,868 $691K 0.06% +803 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,800 shares; 2024Q1: 7,800 shares; 2024Q2: 7,800 shares; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares 7,800 $667K 0.06% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 445 shares; 2024Q3: 466 shares; 2024Q4: 440 shares; 2025Q1: 940 shares; 2025Q2: 935 shares 935 $662K 0.06% -5 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,221 shares; 2024Q1: 5,228 shares; 2024Q2: 5,235 shares; 2024Q3: 7,253 shares; 2024Q4: 7,663 shares; 2025Q1: 7,558 shares; 2025Q2: 7,371 shares 7,371 $661K 0.06% -187 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; 2023Q3: restricted; 2023Q4: 6,312 shares; 2024Q1: 6,321 shares; 2024Q2: 6,234 shares; 2024Q3: 6,142 shares; 2024Q4: 5,981 shares; 2025Q1: 5,992 shares; 2025Q2: 3,070 shares 3,070 $628K 0.05% -2,922 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,414 shares; 2024Q1: 2,414 shares; 2024Q2: 2,404 shares; 2024Q3: 2,242 shares; 2024Q4: 2,242 shares; 2025Q1: 1,976 shares; 2025Q2: 1,037 shares 1,037 $615K 0.05% -939 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,038 shares; 2024Q1: 3,038 shares; 2024Q2: 3,038 shares; 2024Q3: 4,515 shares; 2024Q4: 4,515 shares; 2025Q1: 4,515 shares; 2025Q2: 4,515 shares 4,515 $610K 0.05% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 30,370 shares; 2024Q1: 24,316 shares; 2024Q2: 24,757 shares; 2024Q3: 23,700 shares; 2024Q4: 23,247 shares; 2025Q1: 23,379 shares; 2025Q2: 19,128 shares 19,128 $608K 0.05% -4,251 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; 2023Q3: restricted; 2023Q4: 1,952 shares; 2024Q1: 1,952 shares; 2024Q2: 1,748 shares; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,663 shares 1,663 $571K 0.05% -3 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,320 shares; 2024Q1: 3,220 shares; 2024Q2: 3,220 shares; 2024Q3: 3,920 shares; 2024Q4: 3,827 shares; 2025Q1: 3,493 shares; 2025Q2: 2,865 shares 2,865 $556K 0.05% -628 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,108 shares; 2024Q1: 6,133 shares; 2024Q2: 6,160 shares; 2024Q3: 6,488 shares; 2024Q4: 6,469 shares; 2025Q1: 6,004 shares; 2025Q2: 5,767 shares 5,767 $547K 0.05% -237 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,000 shares; 2024Q1: 9,000 shares; 2024Q2: 9,000 shares; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares 9,000 $518K 0.04% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,136 shares; 2024Q1: 2,586 shares; 2024Q2: not reported; 2024Q3: 11,522 shares; 2024Q4: 10,057 shares; 2025Q1: 4,532 shares; 2025Q2: 5,144 shares 5,144 $518K 0.04% +612 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; 2023Q3: restricted; 2023Q4: 2,999 shares; 2024Q1: 2,999 shares; 2024Q2: 2,999 shares; 2024Q3: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,443 shares; 2025Q2: 2,302 shares 2,302 $509K 0.04% -141 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,613 shares; 2024Q1: 7,838 shares; 2024Q2: 7,743 shares; 2024Q3: 7,743 shares; 2024Q4: 7,743 shares; 2025Q1: 8,110 shares; 2025Q2: 5,074 shares 5,074 $496K 0.04% -3,036 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,929 shares; 2024Q1: 5,744 shares; 2024Q2: 5,560 shares; 2024Q3: 5,560 shares; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares 5,560 $488K 0.04% 0 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; 2023Q3: restricted; 2023Q4: 23,346 shares; 2024Q1: 22,649 shares; 2024Q2: 16,664 shares; 2024Q3: 16,599 shares; 2024Q4: 16,274 shares; 2025Q1: 15,969 shares; 2025Q2: 15,950 shares 15,950 $462K 0.04% -19 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,426 shares; 2024Q2: 2,426 shares; 2024Q3: 2,426 shares; 2024Q4: 2,426 shares; 2025Q1: 2,426 shares; 2025Q2: 2,426 shares 2,426 $458K 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,366 shares; 2024Q1: 1,363 shares; 2024Q2: 1,363 shares; 2024Q3: 1,363 shares; 2024Q4: 1,283 shares; 2025Q1: 1,518 shares; 2025Q2: 982 shares 982 $455K 0.04% -536 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 19,065 shares; 2024Q1: 19,065 shares; 2024Q2: 19,065 shares; 2024Q3: 14,606 shares; 2024Q4: 14,606 shares; 2025Q1: 14,606 shares; 2025Q2: 13,541 shares 13,541 $442K 0.04% -1,065 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; 2023Q3: restricted; 2023Q4: 3,531 shares; 2024Q1: 3,181 shares; 2024Q2: 3,231 shares; 2024Q3: 3,261 shares; 2024Q4: 3,261 shares; 2025Q1: 3,231 shares; 2025Q2: 2,389 shares 2,389 $435K 0.04% -842 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 544 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 2,151 shares 2,151 $419K 0.04% +1,600 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,624 shares; 2024Q1: 11,821 shares; 2024Q2: 11,577 shares; 2024Q3: 11,577 shares; 2024Q4: 11,057 shares; 2025Q1: 17,046 shares; 2025Q2: 8,689 shares 8,689 $416K 0.03% -8,357 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; 2023Q3: restricted; 2023Q4: 15,376 shares; 2024Q1: 15,326 shares; 2024Q2: 6,864 shares; 2024Q3: 6,264 shares; 2024Q4: 8,226 shares; 2025Q1: 6,842 shares; 2025Q2: 5,962 shares 5,962 $414K 0.03% -880 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,012 shares; 2024Q4: 2,024 shares; 2025Q1: 2,013 shares; 2025Q2: 2,000 shares 2,000 $409K 0.03% -13 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,895 shares; 2024Q1: 2,411 shares; 2024Q2: 2,661 shares; 2024Q3: 6,323 shares; 2024Q4: 19,365 shares; 2025Q1: 24,862 shares; 2025Q2: 3,512 shares 3,512 $402K 0.03% -21,350 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; 2023Q3: restricted; 2023Q4: 4,476 shares; 2024Q1: 4,507 shares; 2024Q2: 4,558 shares; 2024Q3: 4,607 shares; 2024Q4: 4,677 shares; 2025Q1: 4,711 shares; 2025Q2: 4,767 shares 4,767 $395K 0.03% +56 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,020 shares; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 3,175 shares 3,175 $391K 0.03% -845 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; 2023Q3: restricted; 2023Q4: 29,960 shares; 2024Q1: 22,208 shares; 2024Q2: 16,013 shares; 2024Q3: 14,462 shares; 2024Q4: 5,674 shares; 2025Q1: 5,674 shares; 2025Q2: 5,707 shares 5,707 $384K 0.03% +33 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,098 shares; 2024Q1: 1,066 shares; 2024Q2: 1,066 shares; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 966 shares; 2025Q2: 966 shares 966 $382K 0.03% 0 Timeline XLE 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; 2023Q3: restricted; 2023Q4: 5,611 shares; 2024Q1: 5,230 shares; 2024Q2: 5,235 shares; 2024Q3: 5,241 shares; 2024Q4: 5,380 shares; 2025Q1: 5,740 shares; 2025Q2: 4,439 shares 4,439 $376K 0.03% -1,301 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,287 shares; 2024Q1: 3,287 shares; 2024Q2: 3,287 shares; 2024Q3: 3,287 shares; 2024Q4: 3,287 shares; 2025Q1: 3,287 shares; 2025Q2: 3,287 shares 3,287 $368K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,152 shares; 2024Q1: 6,794 shares; 2024Q2: 5,215 shares; 2024Q3: 3,416 shares; 2024Q4: 3,426 shares; 2025Q1: 2,523 shares; 2025Q2: 1,963 shares 1,963 $366K 0.03% -560 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; 2023Q3: restricted; 2023Q4: 6,238 shares; 2024Q1: 6,230 shares; 2024Q2: 6,219 shares; 2024Q3: 6,219 shares; 2024Q4: 6,566 shares; 2025Q1: 6,024 shares; 2025Q2: 1,952 shares 1,952 $358K 0.03% -4,072 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,740 shares; 2025Q2: 5,400 shares 5,400 $354K 0.03% +1,660 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,280 shares; 2024Q1: 10,280 shares; 2024Q2: 10,280 shares; 2024Q3: 10,280 shares; 2024Q4: 10,280 shares; 2025Q1: 10,280 shares; 2025Q2: 10,280 shares 10,280 $344K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,076 shares; 2024Q1: 1,076 shares; 2024Q2: 1,076 shares; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,051 shares 1,051 $335K 0.03% -25 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 794 shares; 2025Q2: 1,080 shares 1,080 $329K 0.03% +286 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,695 shares; 2024Q3: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 4,125 shares; 2025Q2: 4,125 shares 4,125 $328K 0.03% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,976 shares; 2024Q2: 2,977 shares; 2024Q3: 2,977 shares; 2024Q4: 2,979 shares; 2025Q1: 2,797 shares; 2025Q2: 2,411 shares 2,411 $324K 0.03% -386 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,965 shares; 2024Q1: 1,953 shares; 2024Q2: 1,953 shares; 2024Q3: 1,953 shares; 2024Q4: 2,921 shares; 2025Q1: 2,968 shares; 2025Q2: 1,330 shares 1,330 $319K 0.03% -1,638 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,001 shares; 2024Q3: 1,001 shares; 2024Q4: 981 shares; 2025Q1: 930 shares; 2025Q2: 930 shares 930 $316K 0.03% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 1,100 shares 1,100 $313K 0.03% +1,077 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 790 shares; 2024Q1: 5,450 shares; 2024Q2: 5,450 shares; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares 5,450 $308K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,699 shares; 2024Q1: 2,461 shares; 2024Q2: 2,198 shares; 2024Q3: 2,043 shares; 2024Q4: 2,343 shares; 2025Q1: 2,343 shares; 2025Q2: 2,221 shares 2,221 $302K 0.03% -122 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,516 shares; 2024Q1: 6,570 shares; 2024Q2: 6,456 shares; 2024Q3: 6,371 shares; 2024Q4: 12,952 shares; 2025Q1: 12,646 shares; 2025Q2: 12,807 shares 12,807 $291K 0.02% +161 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; 2023Q3: restricted; 2023Q4: 7,505 shares; 2024Q1: 7,512 shares; 2024Q2: 7,526 shares; 2024Q3: 7,533 shares; 2024Q4: 7,539 shares; 2025Q1: 6,643 shares; 2025Q2: 5,996 shares 5,996 $284K 0.02% -647 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $283K 0.02% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,227 shares; 2024Q3: 2,227 shares; 2024Q4: 2,584 shares; 2025Q1: 2,550 shares; 2025Q2: 2,565 shares 2,565 $281K 0.02% +15 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,921 shares; 2024Q1: 1,921 shares; 2024Q2: 1,801 shares; 2024Q3: 1,515 shares; 2024Q4: 1,865 shares; 2025Q1: 1,610 shares; 2025Q2: 1,507 shares 1,507 $280K 0.02% -103 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 16,407 shares; 2024Q1: 16,407 shares; 2024Q2: 20,807 shares; 2024Q3: 20,807 shares; 2024Q4: 20,807 shares; 2025Q1: 20,807 shares; 2025Q2: 8,406 shares 8,406 $276K 0.02% -12,401 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; 2023Q3: restricted; 2023Q4: 11,015 shares; 2024Q1: 12,015 shares; 2024Q2: 11,615 shares; 2024Q3: 11,115 shares; 2024Q4: 11,115 shares; 2025Q1: 10,615 shares; 2025Q2: 5,178 shares 5,178 $271K 0.02% -5,437 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,672 shares; 2024Q3: 3,672 shares; 2024Q4: 2,972 shares; 2025Q1: 2,972 shares; 2025Q2: 2,986 shares 2,986 $266K 0.02% +14 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 18,697 shares; 2024Q1: 18,669 shares; 2024Q2: 18,669 shares; 2024Q3: 18,866 shares; 2024Q4: 19,816 shares; 2025Q1: 38,625 shares; 2025Q2: 3,683 shares 3,683 $265K 0.02% -34,942 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,310 shares; 2024Q1: 2,310 shares; 2024Q2: 2,275 shares; 2024Q3: 2,138 shares; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 1,769 shares 1,769 $265K 0.02% -369 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; 2023Q3: restricted; 2023Q4: 4,988 shares; 2024Q1: 4,880 shares; 2024Q2: 4,855 shares; 2024Q3: 4,900 shares; 2024Q4: 4,759 shares; 2025Q1: 5,854 shares; 2025Q2: 2,112 shares 2,112 $261K 0.02% -3,742 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 23,878 shares; 2024Q1: 24,016 shares; 2024Q2: 24,223 shares; 2024Q3: 25,128 shares; 2024Q4: 24,417 shares; 2025Q1: 20,918 shares; 2025Q2: 2,218 shares 2,218 $256K 0.02% -18,700 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; 2023Q3: restricted; 2023Q4: 1,328 shares; 2024Q1: 1,213 shares; 2024Q2: 1,220 shares; 2024Q3: 1,213 shares; 2024Q4: 1,463 shares; 2025Q1: 1,463 shares; 2025Q2: 1,139 shares 1,139 $253K 0.02% -324 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,711 shares; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,711 shares 1,711 $252K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,152 shares; 2024Q1: 1,104 shares; 2024Q2: 1,105 shares; 2024Q3: 1,105 shares; 2024Q4: 1,106 shares; 2025Q1: 1,073 shares; 2025Q2: 629 shares 629 $244K 0.02% -444 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,982 shares; 2024Q2: not reported; 2024Q3: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 2,882 shares; 2025Q2: 5,764 shares 5,764 $242K 0.02% +2,882 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,111 shares; 2024Q4: not reported; 2025Q1: 3,843 shares; 2025Q2: 3,403 shares 3,403 $241K 0.02% -440 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,409 shares; 2024Q1: 2,180 shares; 2024Q2: 2,152 shares; 2024Q3: 2,147 shares; 2024Q4: 1,892 shares; 2025Q1: 1,838 shares; 2025Q2: 1,808 shares 1,808 $240K 0.02% -30 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; 2023Q3: restricted; 2023Q4: 2,259 shares; 2024Q1: 2,259 shares; 2024Q2: 2,259 shares; 2024Q3: 2,244 shares; 2024Q4: 2,279 shares; 2025Q1: 2,227 shares; 2025Q2: 1,300 shares 1,300 $238K 0.02% -927 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 640 shares; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares 640 $234K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 787 shares; 2024Q1: 805 shares; 2024Q2: not reported; 2024Q3: 783 shares; 2024Q4: 902 shares; 2025Q1: 850 shares; 2025Q2: 796 shares 796 $233K 0.02% -54 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares 1,040 $227K 0.02% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,613 shares; 2024Q1: not reported; 2024Q2: 4,613 shares; 2024Q3: 4,770 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 4,770 shares 4,770 $227K 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,085 shares; 2024Q3: 10,085 shares; 2024Q4: 10,085 shares; 2025Q1: 10,085 shares; 2025Q2: 7,316 shares 7,316 $224K 0.02% -2,769 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; 2023Q3: restricted; 2023Q4: 895 shares; 2024Q1: 895 shares; 2024Q2: 895 shares; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares 895 $222K 0.02% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 700 shares; 2025Q2: 700 shares 700 $218K 0.02% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,058 shares; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares 2,058 $216K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 58 shares 58 $215K 0.02% -6 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; 2023Q3: restricted; 2023Q4: 506 shares; 2024Q1: 506 shares; 2024Q2: 506 shares; 2024Q3: 506 shares; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: 401 shares 401 $215K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,755 shares; 2024Q1: 2,755 shares; 2024Q2: 2,755 shares; 2024Q3: 1,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,726 shares 1,726 $209K 0.02% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,241 shares; 2024Q3: 3,241 shares; 2024Q4: 3,241 shares; 2025Q1: 3,241 shares; 2025Q2: 3,241 shares 3,241 $206K 0.02% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,001 shares 2,001 $202K 0.02% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,740 shares; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares 1,740 $176K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,291 shares; 2024Q3: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,291 shares 1,291 $171K 0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 828 shares; 2024Q1: 4,140 shares; 2024Q2: 4,140 shares; 2024Q3: 3,790 shares; 2024Q4: 3,790 shares; 2025Q1: 3,430 shares; 2025Q2: 3,430 shares 3,430 $167K 0.01% 0 Timeline SLNZ TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,590 shares; 2025Q1: 4,850 shares; 2025Q2: 3,478 shares 3,478 $164K 0.01% -1,372 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,414 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 3,150 shares 3,150 $152K 0.01% +430 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,496 shares; 2025Q2: 13,000 shares 13,000 $149K 0.01% -1,496 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 797 shares; 2025Q2: 797 shares 797 $145K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,145 shares; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares 1,145 $139K 0.01% 0 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares 50,000 $136K 0.01% 0 Timeline PWB 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,290 shares; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares 1,090 $128K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 1,613 shares; 2025Q2: 1,593 shares 1,593 $116K 0.01% -20 Timeline PEY 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,405 shares; 2024Q3: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 5,405 shares; 2025Q2: 5,405 shares 5,405 $110K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,564 shares; 2024Q3: 768 shares; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 768 shares 768 $104K 0.01% 0 Timeline BIV 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,307 shares; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares 1,307 $101K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 923 shares; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 786 shares 786 $99.4K 0.01% -137 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 621 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares 855 $99.3K 0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,860 shares; 2024Q1: 4,860 shares; 2024Q2: 4,886 shares; 2024Q3: 4,886 shares; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares 1,499 $98.2K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,402 shares; 2024Q3: 2,402 shares; 2024Q4: 4,804 shares; 2025Q1: 4,077 shares; 2025Q2: 3,677 shares 3,677 $98.1K 0.01% -400 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares 36,000 $95K 0.01% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares 550 $93K 0.01% 0 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $83K 0.01% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares 1,180 $80.9K 0.01% 0 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 14,490 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,967 shares 1,967 $80.7K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 700 shares; 2025Q2: 700 shares 700 $77.3K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 698 shares; 2024Q4: 625 shares; 2025Q1: 628 shares; 2025Q2: 634 shares 634 $75.5K 0.01% +6 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,030 shares; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,498 shares 2,498 $75.3K 0.01% +3 Timeline PHO 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares 1,034 $72.3K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares 14,500 $63.5K 0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,905 shares; 2024Q4: 2,937 shares; 2025Q1: 2,950 shares; 2025Q2: 2,973 shares 2,973 $62.9K 0.01% +23 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares 487 $60.8K 0.01% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares 529 $59.8K 0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 940 shares; 2025Q2: 940 shares 940 $55.8K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 370 shares 370 $55.6K <0.01% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,177 shares; 2024Q4: 2,354 shares; 2025Q1: 2,354 shares; 2025Q2: 2,354 shares 2,354 $54.7K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,266 shares; 2024Q1: 1,266 shares; 2024Q2: 1,266 shares; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 174 shares 174 $48.7K <0.01% -1,092 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares 375 $47.9K <0.01% 0 Timeline PRF 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,110 shares; 2024Q4: 1,115 shares; 2025Q1: 1,120 shares; 2025Q2: 1,125 shares 1,125 $47.6K <0.01% +5 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $47.2K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,200 shares; 2024Q1: 5,224 shares; 2024Q2: 5,264 shares; 2024Q3: 5,303 shares; 2024Q4: 2,180 shares; 2025Q1: 2,334 shares; 2025Q2: 1,860 shares 1,860 $46.6K <0.01% -474 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares 425 $46.5K <0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $40.8K <0.01% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 436 shares; 2025Q2: 436 shares 436 $34.7K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $27.5K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 474 shares 474 $26.6K <0.01% -420 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 454 shares; 2024Q4: 913 shares; 2025Q1: 915 shares; 2025Q2: 917 shares 917 $26.3K <0.01% +2 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 757 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 792 shares 792 $26.1K <0.01% +5 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares 220 $24.9K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $24.5K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 581 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 602 shares 602 $24.1K <0.01% +3 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 379 shares; 2024Q4: 382 shares; 2025Q1: 384 shares; 2025Q2: 386 shares 386 $23.6K <0.01% +2 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares 266 $21.1K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares 261 $20.2K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares 249 $19.9K <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 261 shares; 2024Q4: 787 shares; 2025Q1: 791 shares; 2025Q2: 794 shares 794 $19.5K <0.01% +3 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares 198 $18K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares 242 $17.6K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares 141 $17.4K <0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 327 shares; 2025Q2: 327 shares 327 $16.7K <0.01% 0 Timeline PRFZ 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 388 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 391 shares 391 $15.9K <0.01% +1 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,605 shares; 2024Q3: 7,605 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares 1,063 $13.9K <0.01% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $12.4K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares 103 $11.7K <0.01% 0 Timeline RZV 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $10.5K <0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares 37 $8.32K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares 157 $6.69K <0.01% 0 Timeline GMF 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares 40 $5.06K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,116 shares; 2024Q1: 6,696 shares; 2024Q2: 6,696 shares; 2024Q3: 6,696 shares; 2024Q4: 6,696 shares; 2025Q1: 6,696 shares; 2025Q2: 36 shares 36 $4.04K <0.01% -6,660 Timeline RSPM 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares 115 $3.73K <0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares 75 $3.43K <0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,049 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $3.27K <0.01% 0 Timeline QEFA 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares 12 $1.02K <0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares 14 $335 <0.01% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 6 shares; 2025Q2: 6 shares 6 $327 <0.01% 0 Timeline