IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,181 shares; 2024Q4: 116,100 shares; 2025Q1: 125,542 shares; 2025Q2: 127,131 shares; 2025Q3: 127,876 shares; 2025Q4: 124,701 shares 124,701 $85.4M 33.1% -3,175 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,752 shares; 2024Q4: 38,671 shares; 2025Q1: 40,572 shares; 2025Q2: 41,573 shares; 2025Q3: 43,028 shares; 2025Q4: 41,534 shares 41,534 $26M 10.09% -1,494 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,502 shares; 2024Q4: 389,098 shares; 2025Q1: 386,706 shares; 2025Q2: 381,029 shares; 2025Q3: 384,476 shares; 2025Q4: 383,427 shares 383,427 $25.3M 9.81% -1,049 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,445 shares; 2024Q4: 67,500 shares; 2025Q1: 67,467 shares; 2025Q2: 67,121 shares; 2025Q3: 67,297 shares; 2025Q4: 66,513 shares 66,513 $18.1M 7.01% -784 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,782 shares; 2024Q4: 121,970 shares; 2025Q1: 144,076 shares; 2025Q2: 155,007 shares; 2025Q3: 159,558 shares; 2025Q4: 158,740 shares 158,740 $11.7M 4.55% -818 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,524 shares; 2024Q4: 99,349 shares; 2025Q1: 91,715 shares; 2025Q2: 87,826 shares; 2025Q3: 88,907 shares; 2025Q4: 87,503 shares 87,503 $10.5M 4.08% -1,404 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,470 shares; 2024Q4: 52,495 shares; 2025Q1: 69,258 shares; 2025Q2: 102,131 shares; 2025Q3: 114,955 shares; 2025Q4: 128,458 shares 128,458 $9.62M 3.73% +13,503 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,659 shares; 2024Q4: 77,596 shares; 2025Q1: 77,735 shares; 2025Q2: 80,608 shares; 2025Q3: 83,910 shares; 2025Q4: 82,493 shares 82,493 $9.22M 3.57% -1,417 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,643 shares; 2025Q2: 187,793 shares; 2025Q3: 220,167 shares; 2025Q4: 245,645 shares 245,645 $8.99M 3.48% +25,478 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,199 shares; 2024Q4: 161,107 shares; 2025Q1: 126,211 shares; 2025Q2: 113,629 shares; 2025Q3: 112,779 shares; 2025Q4: 110,803 shares 110,803 $7.45M 2.89% -1,976 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,171 shares; 2025Q1: 73,411 shares; 2025Q2: 107,677 shares; 2025Q3: 123,021 shares; 2025Q4: 133,184 shares 133,184 $5.7M 2.21% +10,163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,506 shares; 2024Q4: 50,584 shares; 2025Q1: 47,320 shares; 2025Q2: 46,248 shares; 2025Q3: 46,905 shares; 2025Q4: 45,693 shares 45,693 $5.07M 1.96% -1,212 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,061 shares; 2025Q1: 94,026 shares; 2025Q2: 90,155 shares; 2025Q3: 92,138 shares; 2025Q4: 89,082 shares 89,082 $3.39M 1.31% -3,056 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,129 shares; 2024Q4: 33,485 shares; 2025Q1: 32,566 shares; 2025Q2: 31,464 shares; 2025Q3: 30,778 shares; 2025Q4: 27,059 shares 27,059 $2.42M 0.94% -3,719 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,398 shares; 2025Q1: 35,907 shares; 2025Q2: 42,244 shares; 2025Q3: 41,228 shares; 2025Q4: 49,409 shares 49,409 $2.27M 0.88% +8,181 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,118 shares; 2024Q4: 9,667 shares; 2025Q1: 8,649 shares; 2025Q2: 8,993 shares; 2025Q3: 9,329 shares; 2025Q4: 9,329 shares 9,329 $2.15M 0.83% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 7,384 shares; 2025Q1: 7,365 shares; 2025Q2: 7,355 shares; 2025Q3: 7,340 shares; 2025Q4: 6,874 shares 6,874 $1.72M 0.67% -466 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,315 shares; 2024Q4: 13,744 shares; 2025Q1: 8,657 shares; 2025Q2: 9,150 shares; 2025Q3: 9,320 shares; 2025Q4: 8,218 shares 8,218 $1.53M 0.59% -1,102 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.59% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 3,122 shares; 2025Q1: 3,085 shares; 2025Q2: 3,074 shares; 2025Q3: 2,987 shares; 2025Q4: 2,967 shares 2,967 $1.49M 0.58% -20 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,015 shares; 2025Q4: 4,000 shares 4,000 $1.17M 0.46% -15 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,820 shares; 2025Q1: 2,827 shares; 2025Q2: 2,834 shares; 2025Q3: 2,719 shares; 2025Q4: 2,727 shares 2,727 $1.16M 0.45% +8 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,817 shares; 2024Q4: 14,817 shares; 2025Q1: 14,817 shares; 2025Q2: 14,817 shares; 2025Q3: 14,817 shares; 2025Q4: 14,817 shares 14,817 $1.12M 0.43% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 2,147 shares; 2025Q1: 2,146 shares; 2025Q2: 2,183 shares; 2025Q3: 2,474 shares; 2025Q4: 2,308 shares 2,308 $1.12M 0.43% -166 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,872 shares; 2024Q4: 12,793 shares; 2025Q1: 12,668 shares; 2025Q2: 12,680 shares; 2025Q3: 11,904 shares; 2025Q4: 11,917 shares 11,917 $1M 0.39% +13 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,654 shares; 2025Q1: 12,733 shares; 2025Q2: 12,859 shares; 2025Q3: 12,985 shares; 2025Q4: 13,155 shares 13,155 $974K 0.38% +170 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,099 shares; 2024Q4: 23,396 shares; 2025Q1: 23,911 shares; 2025Q2: 24,933 shares; 2025Q3: 25,127 shares; 2025Q4: 25,288 shares 25,288 $964K 0.37% +161 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 8,662 shares; 2025Q1: 8,444 shares; 2025Q2: 8,392 shares; 2025Q3: 8,396 shares; 2025Q4: 8,341 shares 8,341 $785K 0.3% -55 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,131 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares 1,124 $766K 0.3% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,239 shares; 2025Q2: 3,239 shares; 2025Q3: 3,239 shares; 2025Q4: 3,239 shares 3,239 $749K 0.29% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $707K 0.27% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,895 shares 2,895 $705K 0.27% -70 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 6,725 shares; 2025Q1: 6,439 shares; 2025Q2: 6,035 shares; 2025Q3: 5,674 shares; 2025Q4: 5,674 shares 5,674 $674K 0.26% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,122 shares; 2025Q1: 3,144 shares; 2025Q2: 3,166 shares; 2025Q3: 3,187 shares; 2025Q4: 3,209 shares 3,209 $646K 0.25% +22 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,802 shares; 2024Q4: 5,712 shares; 2025Q1: 5,354 shares; 2025Q2: 5,379 shares; 2025Q3: 6,904 shares; 2025Q4: 7,038 shares 7,038 $623K 0.24% +134 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,764 shares; 2025Q1: 1,822 shares; 2025Q2: 1,863 shares; 2025Q3: 1,938 shares; 2025Q4: 1,944 shares 1,944 $608K 0.24% +6 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 639 shares; 2025Q1: 1,096 shares; 2025Q2: 1,061 shares; 2025Q3: 909 shares; 2025Q4: 830 shares 830 $509K 0.2% -79 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,317 shares; 2025Q1: 1,320 shares; 2025Q2: 1,493 shares; 2025Q3: 1,373 shares; 2025Q4: 1,377 shares 1,377 $476K 0.18% +4 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,760 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares 2,475 $473K 0.18% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,308 shares; 2025Q1: 1,310 shares; 2025Q2: 1,311 shares; 2025Q3: 1,493 shares; 2025Q4: 1,495 shares 1,495 $469K 0.18% +2 Timeline DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,641 shares; 2024Q4: 76,305 shares; 2025Q1: 77,500 shares; 2025Q2: 78,626 shares; 2025Q3: 77,581 shares; 2025Q4: 71,466 shares 71,466 $469K 0.18% -6,115 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,012 shares; 2025Q1: 2,009 shares; 2025Q2: 2,012 shares; 2025Q3: 1,958 shares; 2025Q4: 1,878 shares 1,878 $389K 0.15% -80 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares 692 $381K 0.15% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680 $351K 0.14% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 703 shares; 2025Q1: 688 shares; 2025Q2: 677 shares; 2025Q3: 687 shares; 2025Q4: 687 shares 687 $241K 0.09% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $234K 0.09% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,718 shares; 2025Q4: 3,718 shares 3,718 $207K 0.08% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,000 shares 2,000 $205K 0.08% -400 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares 597 $200K 0.08% new Timeline