DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216,820 shares; 2024Q4: 4,158,469 shares; 2025Q1: 4,252,363 shares; 2025Q2: 4,250,015 shares; 2025Q3: 4,107,715 shares; 2025Q4: 3,965,406 shares 3,965,406 $157M 12.93% -142,309 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: 472,710 shares; 2024Q4: 485,002 shares; 2025Q1: 498,059 shares; 2025Q2: 510,573 shares; 2025Q3: 463,026 shares; 2025Q4: 464,488 shares 464,488 $156M 12.83% +1,462 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,591 shares; 2024Q4: 181,138 shares; 2025Q1: 193,905 shares; 2025Q2: 177,118 shares; 2025Q3: 185,158 shares; 2025Q4: 181,954 shares 181,954 $120M 9.89% -3,204 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289,402 shares; 2024Q4: 1,301,606 shares; 2025Q1: 1,314,393 shares; 2025Q2: 1,327,506 shares; 2025Q3: 1,225,412 shares; 2025Q4: 1,167,549 shares 1,167,549 $38.2M 3.15% -57,863 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: 55,550 shares; 2024Q4: 55,715 shares; 2025Q1: 54,181 shares; 2025Q2: 51,138 shares; 2025Q3: 50,765 shares; 2025Q4: 49,987 shares 49,987 $34.1M 2.81% -778 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,371 shares; 2024Q4: 751,596 shares; 2025Q1: 745,500 shares; 2025Q2: 746,295 shares; 2025Q3: 742,223 shares; 2025Q4: 680,592 shares 680,592 $31.7M 2.61% -61,631 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: 121,131 shares; 2024Q4: 118,773 shares; 2025Q1: 113,768 shares; 2025Q2: 119,998 shares; 2025Q3: 119,182 shares; 2025Q4: 113,426 shares 113,426 $30.8M 2.54% -5,756 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,197 shares; 2024Q4: 353,117 shares; 2025Q1: 364,993 shares; 2025Q2: 398,615 shares; 2025Q3: 434,851 shares; 2025Q4: 442,922 shares 442,922 $27.7M 2.28% +8,071 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,235 shares; 2024Q4: 343,703 shares; 2025Q1: 346,386 shares; 2025Q2: 324,550 shares; 2025Q3: 326,725 shares; 2025Q4: 324,313 shares 324,313 $26.7M 2.2% -2,412 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,872 shares; 2024Q4: 375,113 shares; 2025Q1: 362,303 shares; 2025Q2: 346,935 shares; 2025Q3: 343,829 shares; 2025Q4: 288,861 shares 288,861 $21.4M 1.76% -54,968 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,538 shares; 2024Q4: 187,747 shares; 2025Q1: 189,471 shares; 2025Q2: 179,529 shares; 2025Q3: 178,806 shares; 2025Q4: 176,978 shares 176,978 $19.8M 1.63% -1,828 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,837 shares; 2024Q4: 362,607 shares; 2025Q1: 368,966 shares; 2025Q2: 327,483 shares; 2025Q3: 326,630 shares; 2025Q4: 305,774 shares 305,774 $18.2M 1.5% -20,856 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,133 shares; 2024Q4: 315,133 shares; 2025Q1: 349,240 shares; 2025Q2: 323,240 shares; 2025Q3: 223,240 shares; 2025Q4: 223,340 shares 223,340 $16M 1.32% +100 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: 114,299 shares; 2024Q4: 118,568 shares; 2025Q1: 123,748 shares; 2025Q2: 134,810 shares; 2025Q3: 166,059 shares; 2025Q4: 197,205 shares 197,205 $14.9M 1.23% +31,146 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,205 shares; 2024Q4: 283,487 shares; 2025Q1: 315,632 shares; 2025Q2: 404,737 shares; 2025Q3: 411,113 shares; 2025Q4: 422,874 shares 422,874 $14M 1.15% +11,761 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: 48,202 shares; 2024Q4: 48,364 shares; 2025Q1: 48,189 shares; 2025Q2: 43,641 shares; 2025Q3: 43,615 shares; 2025Q4: 43,205 shares 43,205 $13.6M 1.12% -410 Timeline DISV 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: 251,953 shares; 2024Q4: 304,593 shares; 2025Q1: 332,936 shares; 2025Q2: 342,279 shares; 2025Q3: 345,273 shares; 2025Q4: 345,213 shares 345,213 $13.1M 1.08% -60 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,717 shares; 2024Q4: 258,195 shares; 2025Q1: 258,065 shares; 2025Q2: 257,023 shares; 2025Q3: 257,097 shares; 2025Q4: 252,425 shares 252,425 $12.7M 1.05% -4,672 Timeline DFSV 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: 315,686 shares; 2024Q4: 320,433 shares; 2025Q1: 310,654 shares; 2025Q2: 393,868 shares; 2025Q3: 392,049 shares; 2025Q4: 383,489 shares 383,489 $12.6M 1.04% -8,560 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,675 shares; 2024Q4: 27,904 shares; 2025Q1: 19,049 shares; 2025Q2: 25,180 shares; 2025Q3: 25,768 shares; 2025Q4: 25,305 shares 25,305 $12.3M 1.02% -463 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: 29,259 shares; 2024Q4: 27,456 shares; 2025Q1: 25,330 shares; 2025Q2: 24,604 shares; 2025Q3: 25,453 shares; 2025Q4: 25,399 shares 25,399 $12.3M 1.01% -54 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,275 shares; 2024Q4: 269,484 shares; 2025Q1: 259,522 shares; 2025Q2: 260,585 shares; 2025Q3: 266,045 shares; 2025Q4: 243,394 shares 243,394 $12.1M 1% -22,651 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,045 shares; 2024Q4: 193,412 shares; 2025Q1: 195,618 shares; 2025Q2: 159,192 shares; 2025Q3: 159,192 shares; 2025Q4: 157,604 shares 157,604 $12.1M 1% -1,588 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: 64,519 shares; 2024Q4: 64,166 shares; 2025Q1: 66,166 shares; 2025Q2: 64,281 shares; 2025Q3: 64,678 shares; 2025Q4: 64,280 shares 64,280 $12M 0.99% -398 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: 39,367 shares; 2024Q4: 36,518 shares; 2025Q1: 36,725 shares; 2025Q2: 36,826 shares; 2025Q3: 37,484 shares; 2025Q4: 37,000 shares 37,000 $11.6M 0.95% -484 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,987 shares; 2024Q4: 237,158 shares; 2025Q1: 242,656 shares; 2025Q2: 313,025 shares; 2025Q3: 314,668 shares; 2025Q4: 316,017 shares 316,017 $10.9M 0.9% +1,349 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: 47,223 shares; 2024Q4: 44,744 shares; 2025Q1: 43,978 shares; 2025Q2: 44,625 shares; 2025Q3: 44,734 shares; 2025Q4: 44,632 shares 44,632 $10.3M 0.85% -102 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,343 shares; 2024Q4: 48,004 shares; 2025Q1: 46,624 shares; 2025Q2: 46,624 shares; 2025Q3: 46,642 shares; 2025Q4: 45,800 shares 45,800 $9.7M 0.8% -842 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: 13,761 shares; 2024Q4: 15,537 shares; 2025Q1: 15,563 shares; 2025Q2: 15,012 shares; 2025Q3: 15,127 shares; 2025Q4: 18,319 shares 18,319 $9.21M 0.76% +3,192 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: 103,169 shares; 2024Q4: 105,035 shares; 2025Q1: 108,578 shares; 2025Q2: 104,229 shares; 2025Q3: 103,304 shares; 2025Q4: 103,120 shares 103,120 $9.13M 0.75% -184 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,758 shares; 2024Q4: 149,691 shares; 2025Q1: 155,468 shares; 2025Q2: 162,688 shares; 2025Q3: 163,661 shares; 2025Q4: 164,274 shares 164,274 $8.83M 0.73% +613 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,195 shares; 2024Q4: 167,361 shares; 2025Q1: 170,872 shares; 2025Q2: 148,370 shares; 2025Q3: 147,690 shares; 2025Q4: 124,844 shares 124,844 $8.7M 0.72% -22,846 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: 212,736 shares; 2024Q4: 213,030 shares; 2025Q1: 213,045 shares; 2025Q2: 222,040 shares; 2025Q3: 222,057 shares; 2025Q4: 221,792 shares 221,792 $8.43M 0.69% -265 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: 39,507 shares; 2024Q4: 39,549 shares; 2025Q1: 40,179 shares; 2025Q2: 40,179 shares; 2025Q3: 40,873 shares; 2025Q4: 41,670 shares 41,670 $7.96M 0.66% +797 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,346 shares; 2024Q4: 15,374 shares; 2025Q1: 13,116 shares; 2025Q2: 11,212 shares; 2025Q3: 10,695 shares; 2025Q4: 10,716 shares 10,716 $7.34M 0.6% +21 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,939 shares; 2024Q4: 34,060 shares; 2025Q1: 34,285 shares; 2025Q2: 34,129 shares; 2025Q3: 34,731 shares; 2025Q4: 32,767 shares 32,767 $7.2M 0.59% -1,964 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,340 shares; 2024Q4: 253,984 shares; 2025Q1: 257,457 shares; 2025Q2: 261,293 shares; 2025Q3: 263,929 shares; 2025Q4: 267,490 shares 267,490 $7.02M 0.58% +3,561 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,566 shares; 2024Q4: 75,881 shares; 2025Q1: 75,274 shares; 2025Q2: 76,960 shares; 2025Q3: 71,782 shares; 2025Q4: 72,263 shares 72,263 $6.94M 0.57% +481 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,155 shares; 2024Q4: 85,841 shares; 2025Q1: 79,563 shares; 2025Q2: 102,026 shares; 2025Q3: 118,288 shares; 2025Q4: 114,778 shares 114,778 $5.68M 0.47% -3,510 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,612 shares; 2024Q4: 77,959 shares; 2025Q1: 77,472 shares; 2025Q2: 78,420 shares; 2025Q3: 71,290 shares; 2025Q4: 59,011 shares 59,011 $5.55M 0.46% -12,279 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,645 shares; 2024Q4: 45,811 shares; 2025Q1: 45,872 shares; 2025Q2: 60,520 shares; 2025Q3: 63,703 shares; 2025Q4: 63,673 shares 63,673 $5.32M 0.44% -30 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,822 shares; 2024Q4: 81,091 shares; 2025Q1: 81,331 shares; 2025Q2: 80,789 shares; 2025Q3: 73,449 shares; 2025Q4: 69,915 shares 69,915 $5.3M 0.44% -3,534 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,533 shares; 2024Q4: 59,873 shares; 2025Q1: 53,211 shares; 2025Q2: 54,887 shares; 2025Q3: 60,594 shares; 2025Q4: 65,262 shares 65,262 $5.2M 0.43% +4,668 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: 501 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.37% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,192 shares; 2024Q4: 31,834 shares; 2025Q1: 31,411 shares; 2025Q2: 31,435 shares; 2025Q3: 31,456 shares; 2025Q4: 31,543 shares 31,543 $4.52M 0.37% +87 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,071 shares; 2024Q4: 33,101 shares; 2025Q1: 35,037 shares; 2025Q2: 35,129 shares; 2025Q3: 34,852 shares; 2025Q4: 34,979 shares 34,979 $4.21M 0.35% +127 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,305 shares; 2025Q1: 15,305 shares; 2025Q2: 15,305 shares; 2025Q3: 15,305 shares; 2025Q4: 15,305 shares 15,305 $3.93M 0.32% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,773 shares; 2024Q4: 36,989 shares; 2025Q1: 37,059 shares; 2025Q2: 41,325 shares; 2025Q3: 42,555 shares; 2025Q4: 42,675 shares 42,675 $3.86M 0.32% +120 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: 79,468 shares; 2024Q4: 79,407 shares; 2025Q1: 79,461 shares; 2025Q2: 90,906 shares; 2025Q3: 91,022 shares; 2025Q4: 91,640 shares 91,640 $3.49M 0.29% +618 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,668 shares; 2024Q4: 11,742 shares; 2025Q1: 11,052 shares; 2025Q2: 7,092 shares; 2025Q3: 7,853 shares; 2025Q4: 7,440 shares 7,440 $3.35M 0.28% -413 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,617 shares; 2025Q1: 31,550 shares; 2025Q2: 31,723 shares; 2025Q3: 39,720 shares; 2025Q4: 39,837 shares 39,837 $3.29M 0.27% +117 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,935 shares; 2025Q3: 3,503 shares; 2025Q4: 34,990 shares 34,990 $3.28M 0.27% +31,487 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,795 shares; 2024Q4: 10,276 shares; 2025Q1: 10,289 shares; 2025Q2: 10,310 shares; 2025Q3: 10,320 shares; 2025Q4: 10,338 shares 10,338 $3.25M 0.27% +18 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,083 shares; 2024Q4: 55,432 shares; 2025Q1: 27,818 shares; 2025Q2: 43,534 shares; 2025Q3: 53,458 shares; 2025Q4: 53,439 shares 53,439 $3.14M 0.26% -19 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,335 shares; 2024Q4: 20,364 shares; 2025Q1: 21,666 shares; 2025Q2: 19,475 shares; 2025Q3: 20,424 shares; 2025Q4: 20,346 shares 20,346 $3.1M 0.26% -78 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,724 shares; 2024Q4: 29,186 shares; 2025Q1: 29,224 shares; 2025Q2: 28,246 shares; 2025Q3: 28,306 shares; 2025Q4: 28,390 shares 28,390 $3.03M 0.25% +84 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,591 shares; 2024Q4: 74,591 shares; 2025Q1: 74,591 shares; 2025Q2: 74,591 shares; 2025Q3: 74,591 shares; 2025Q4: 74,591 shares 74,591 $3.01M 0.25% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,845 shares; 2024Q4: 27,437 shares; 2025Q1: 26,525 shares; 2025Q2: 26,570 shares; 2025Q3: 26,149 shares; 2025Q4: 26,092 shares 26,092 $2.97M 0.24% -57 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: not reported; 2025Q2: 15,057 shares; 2025Q3: 15,057 shares; 2025Q4: 15,057 shares 15,057 $2.91M 0.24% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,826 shares; 2024Q4: 12,500 shares; 2025Q1: 12,449 shares; 2025Q2: 15,701 shares; 2025Q3: 15,748 shares; 2025Q4: 15,595 shares 15,595 $2.67M 0.22% -153 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,390 shares; 2024Q4: 17,242 shares; 2025Q1: 21,717 shares; 2025Q2: 25,849 shares; 2025Q3: 29,918 shares; 2025Q4: 31,370 shares 31,370 $2.55M 0.21% +1,452 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,635 shares; 2024Q4: 16,607 shares; 2025Q1: 16,650 shares; 2025Q2: 16,694 shares; 2025Q3: 16,786 shares; 2025Q4: 16,742 shares 16,742 $2.49M 0.21% -44 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,658 shares; 2024Q4: 29,626 shares; 2025Q1: 28,567 shares; 2025Q2: 28,770 shares; 2025Q3: 31,091 shares; 2025Q4: 33,179 shares 33,179 $2.44M 0.2% +2,088 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,527 shares; 2025Q1: 1,994 shares; 2025Q2: 2,712 shares; 2025Q3: 3,231 shares; 2025Q4: 3,235 shares 3,235 $2.44M 0.2% +4 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,549 shares; 2024Q4: 63,671 shares; 2025Q1: 57,026 shares; 2025Q2: 62,983 shares; 2025Q3: 71,044 shares; 2025Q4: 71,450 shares 71,450 $2.33M 0.19% +406 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,106 shares; 2024Q4: 29,861 shares; 2025Q1: 29,530 shares; 2025Q2: 29,581 shares; 2025Q3: 24,019 shares; 2025Q4: 22,613 shares 22,613 $2.31M 0.19% -1,406 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,370 shares; 2024Q4: 15,451 shares; 2025Q1: 12,798 shares; 2025Q2: 14,522 shares; 2025Q3: 13,360 shares; 2025Q4: 12,900 shares 12,900 $2.29M 0.19% -460 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,399 shares; 2024Q4: 29,449 shares; 2025Q1: 31,398 shares; 2025Q2: 34,515 shares; 2025Q3: 30,059 shares; 2025Q4: 26,491 shares 26,491 $2.24M 0.18% -3,568 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,408 shares; 2024Q4: 57,659 shares; 2025Q1: 58,113 shares; 2025Q2: 51,481 shares; 2025Q3: 51,418 shares; 2025Q4: 51,204 shares 51,204 $2.23M 0.18% -214 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,022 shares; 2025Q3: 39,022 shares; 2025Q4: 39,022 shares 39,022 $2.21M 0.18% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,271 shares; 2024Q4: 27,370 shares; 2025Q1: 28,055 shares; 2025Q2: 29,303 shares; 2025Q3: 30,574 shares; 2025Q4: 29,346 shares 29,346 $2.17M 0.18% -1,228 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: 10,188 shares; 2024Q4: 10,145 shares; 2025Q1: 10,113 shares; 2025Q2: 10,150 shares; 2025Q3: 10,246 shares; 2025Q4: 10,175 shares 10,175 $2.11M 0.17% -71 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,495 shares; 2025Q1: 4,438 shares; 2025Q2: 4,439 shares; 2025Q3: 4,440 shares; 2025Q4: 4,442 shares 4,442 $2.1M 0.17% +2 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,767 shares; 2024Q4: 45,331 shares; 2025Q1: 44,210 shares; 2025Q2: 44,382 shares; 2025Q3: 44,382 shares; 2025Q4: 45,030 shares 45,030 $2.06M 0.17% +648 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: 7,134 shares; 2025Q1: 7,423 shares; 2025Q2: 7,424 shares; 2025Q3: 7,442 shares; 2025Q4: 7,434 shares 7,434 $1.97M 0.16% -8 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 9,301 shares; 2025Q1: 9,385 shares; 2025Q2: 13,399 shares; 2025Q3: 13,382 shares; 2025Q4: 13,466 shares 13,466 $1.93M 0.16% +84 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,290 shares; 2024Q4: 26,335 shares; 2025Q1: 26,077 shares; 2025Q2: 25,624 shares; 2025Q3: 25,888 shares; 2025Q4: 22,693 shares 22,693 $1.9M 0.16% -3,195 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,676 shares; 2024Q4: 10,753 shares; 2025Q1: 13,162 shares; 2025Q2: 13,249 shares; 2025Q3: 13,376 shares; 2025Q4: 11,572 shares 11,572 $1.86M 0.15% -1,804 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 30,836 shares; 2025Q3: 30,836 shares; 2025Q4: 30,836 shares 30,836 $1.81M 0.15% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,663 shares; 2024Q4: 26,665 shares; 2025Q1: 26,666 shares; 2025Q2: 37,817 shares; 2025Q3: 37,765 shares; 2025Q4: 37,802 shares 37,802 $1.77M 0.15% +37 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,497 shares; 2024Q4: 7,805 shares; 2025Q1: 7,936 shares; 2025Q2: 8,039 shares; 2025Q3: 8,093 shares; 2025Q4: 8,141 shares 8,141 $1.74M 0.14% +48 Timeline DFEV 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: 40,706 shares; 2024Q4: 44,091 shares; 2025Q1: 44,234 shares; 2025Q2: 44,914 shares; 2025Q3: 51,093 shares; 2025Q4: 51,042 shares 51,042 $1.72M 0.14% -51 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,341 shares; 2024Q4: 9,390 shares; 2025Q1: 9,443 shares; 2025Q2: 9,443 shares; 2025Q3: 9,485 shares; 2025Q4: 9,522 shares 9,522 $1.69M 0.14% +37 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 7,369 shares; 2025Q1: 7,373 shares; 2025Q2: 7,380 shares; 2025Q3: 7,387 shares; 2025Q4: 7,433 shares 7,433 $1.56M 0.13% +46 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,537 shares; 2024Q4: 5,541 shares; 2025Q1: 5,509 shares; 2025Q2: 5,513 shares; 2025Q3: 5,539 shares; 2025Q4: 4,829 shares 4,829 $1.56M 0.13% -710 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,159 shares; 2024Q4: 20,191 shares; 2025Q1: 19,457 shares; 2025Q2: 19,507 shares; 2025Q3: 19,507 shares; 2025Q4: 19,572 shares 19,572 $1.52M 0.12% +65 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,811 shares; 2024Q4: 34,314 shares; 2025Q1: 34,314 shares; 2025Q2: 34,314 shares; 2025Q3: 32,980 shares; 2025Q4: 32,980 shares 32,980 $1.51M 0.12% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,755 shares; 2024Q4: 35,519 shares; 2025Q1: 34,022 shares; 2025Q2: 33,814 shares; 2025Q3: 33,824 shares; 2025Q4: 33,778 shares 33,778 $1.5M 0.12% -46 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 14,842 shares; 2025Q1: 14,376 shares; 2025Q2: 14,376 shares; 2025Q3: 14,112 shares; 2025Q4: 14,115 shares 14,115 $1.43M 0.12% +3 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,823 shares; 2024Q4: 9,823 shares; 2025Q1: 8,723 shares; 2025Q2: 8,723 shares; 2025Q3: 8,673 shares; 2025Q4: 8,643 shares 8,643 $1.39M 0.11% -30 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,731 shares; 2025Q1: 4,798 shares; 2025Q2: 4,807 shares; 2025Q3: 4,817 shares; 2025Q4: 4,827 shares 4,827 $1.39M 0.11% +10 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 18,343 shares; 2025Q2: 18,443 shares; 2025Q3: 18,505 shares; 2025Q4: 18,576 shares 18,576 $1.37M 0.11% +71 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: 14,879 shares; 2024Q4: 14,882 shares; 2025Q1: 14,885 shares; 2025Q2: 14,887 shares; 2025Q3: 14,890 shares; 2025Q4: 14,368 shares 14,368 $1.35M 0.11% -522 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,510 shares; 2025Q1: 5,516 shares; 2025Q2: 4,792 shares; 2025Q3: 12,166 shares; 2025Q4: 13,200 shares 13,200 $1.35M 0.11% +1,034 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,721 shares; 2024Q4: 51,190 shares; 2025Q1: 51,538 shares; 2025Q2: 52,095 shares; 2025Q3: 52,632 shares; 2025Q4: 53,331 shares 53,331 $1.35M 0.11% +699 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 5,289 shares; 2025Q1: 5,442 shares; 2025Q2: 5,299 shares; 2025Q3: 5,572 shares; 2025Q4: 5,456 shares 5,456 $1.34M 0.11% -116 Timeline VUSB 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: 13,927 shares; 2024Q4: 16,864 shares; 2025Q1: 16,888 shares; 2025Q2: 29,893 shares; 2025Q3: 30,617 shares; 2025Q4: 26,141 shares 26,141 $1.3M 0.11% -4,476 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,328 shares; 2025Q1: 5,337 shares; 2025Q2: 7,074 shares; 2025Q3: 7,083 shares; 2025Q4: 6,699 shares 6,699 $1.28M 0.11% -384 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,460 shares; 2024Q4: 11,212 shares; 2025Q1: 11,212 shares; 2025Q2: 11,202 shares; 2025Q3: 11,174 shares; 2025Q4: 11,236 shares 11,236 $1.28M 0.11% +62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,796 shares; 2024Q4: 13,813 shares; 2025Q1: 13,829 shares; 2025Q2: 13,846 shares; 2025Q3: 13,863 shares; 2025Q4: 27,748 shares 27,748 $1.24M 0.1% +13,885 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,513 shares; 2025Q1: 1,513 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 1,417 shares 1,417 $1.22M 0.1% -97 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,670 shares; 2024Q4: 24,868 shares; 2025Q1: 25,558 shares; 2025Q2: 25,654 shares; 2025Q3: 25,727 shares; 2025Q4: 25,829 shares 25,829 $1.22M 0.1% +102 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $1.21M 0.1% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,970 shares; 2024Q4: 16,972 shares; 2025Q1: 19,252 shares; 2025Q2: 16,976 shares; 2025Q3: 17,099 shares; 2025Q4: 15,751 shares 15,751 $1.21M 0.1% -1,348 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,706 shares; 2024Q4: 21,878 shares; 2025Q1: 21,878 shares; 2025Q2: 23,686 shares; 2025Q3: 22,429 shares; 2025Q4: 22,109 shares 22,109 $1.21M 0.1% -320 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,003 shares; 2024Q4: 4,024 shares; 2025Q1: 4,033 shares; 2025Q2: 3,337 shares; 2025Q3: 6,483 shares; 2025Q4: 8,390 shares 8,390 $1.18M 0.1% +1,907 Timeline IJJ 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: 8,966 shares; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 8,966 shares; 2025Q4: 8,845 shares 8,845 $1.16M 0.1% -121 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,320 shares; 2024Q4: 11,970 shares; 2025Q1: 11,885 shares; 2025Q2: 11,758 shares; 2025Q3: 11,824 shares; 2025Q4: 10,359 shares 10,359 $1.15M 0.1% -1,465 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $1.14M 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 3,798 shares; 2025Q1: 3,703 shares; 2025Q2: 3,619 shares; 2025Q3: 3,720 shares; 2025Q4: 3,717 shares 3,717 $1.14M 0.09% -3 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 5,658 shares; 2025Q1: 4,220 shares; 2025Q2: 4,220 shares; 2025Q3: 4,345 shares; 2025Q4: 4,371 shares 4,371 $1.13M 0.09% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 13,464 shares; 2025Q2: 13,502 shares; 2025Q3: 19,184 shares; 2025Q4: 13,578 shares 13,578 $1.09M 0.09% -5,606 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,032 shares; 2024Q4: 27,260 shares; 2025Q1: 24,287 shares; 2025Q2: 24,393 shares; 2025Q3: 17,829 shares; 2025Q4: 17,951 shares 17,951 $1.08M 0.09% +122 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,250 shares; 2025Q1: 4,233 shares; 2025Q2: 4,416 shares; 2025Q3: 4,434 shares; 2025Q4: 1,837 shares 1,837 $1.05M 0.09% -2,597 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,184 shares; 2024Q4: 38,501 shares; 2025Q1: 39,632 shares; 2025Q2: 39,891 shares; 2025Q3: 40,808 shares; 2025Q4: 42,933 shares 42,933 $1.03M 0.09% +2,125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,234 shares; 2024Q4: 6,734 shares; 2025Q1: 11,421 shares; 2025Q2: 11,922 shares; 2025Q3: 15,794 shares; 2025Q4: 20,120 shares 20,120 $999K 0.08% +4,326 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,647 shares; 2024Q4: 27,716 shares; 2025Q1: 27,815 shares; 2025Q2: 33,149 shares; 2025Q3: 33,278 shares; 2025Q4: 28,858 shares 28,858 $987K 0.08% -4,420 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 7,059 shares; 2025Q1: 7,000 shares; 2025Q2: 6,967 shares; 2025Q3: 6,983 shares; 2025Q4: 6,846 shares 6,846 $981K 0.08% -137 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,342 shares; 2025Q1: 3,298 shares; 2025Q2: 3,281 shares; 2025Q3: 3,268 shares; 2025Q4: 3,268 shares 3,268 $968K 0.08% 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: 3,277 shares; 2024Q4: 3,279 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,295 shares; 2025Q4: 2,755 shares 2,755 $966K 0.08% -540 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 4,746 shares; 2025Q1: 5,047 shares; 2025Q2: 4,911 shares; 2025Q3: 4,924 shares; 2025Q4: 4,925 shares 4,925 $960K 0.08% +1 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,472 shares; 2025Q1: 2,991 shares; 2025Q2: 2,991 shares; 2025Q3: 3,166 shares; 2025Q4: 3,075 shares 3,075 $934K 0.08% -91 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,664 shares; 2024Q4: 17,871 shares; 2025Q1: 18,288 shares; 2025Q2: 18,531 shares; 2025Q3: 18,725 shares; 2025Q4: 16,261 shares 16,261 $931K 0.08% -2,464 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,748 shares; 2024Q4: 4,310 shares; 2025Q1: 4,321 shares; 2025Q2: 4,322 shares; 2025Q3: 4,340 shares; 2025Q4: 4,013 shares 4,013 $917K 0.08% -327 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,961 shares; 2024Q4: 10,018 shares; 2025Q1: 10,051 shares; 2025Q2: 10,108 shares; 2025Q3: 10,142 shares; 2025Q4: 10,186 shares 10,186 $917K 0.08% +44 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 8,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,814 shares; 2025Q3: 13,212 shares; 2025Q4: 13,925 shares 13,925 $897K 0.07% +713 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,510 shares; 2024Q4: 25,510 shares; 2025Q1: 25,510 shares; 2025Q2: 25,510 shares; 2025Q3: 26,441 shares; 2025Q4: 26,441 shares 26,441 $894K 0.07% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 12,146 shares; 2025Q1: 12,146 shares; 2025Q2: 12,160 shares; 2025Q3: 12,160 shares; 2025Q4: 12,300 shares 12,300 $894K 0.07% +140 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares 821 $882K 0.07% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,649 shares; 2025Q1: 3,649 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,651 shares 3,651 $880K 0.07% +1 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: 7,089 shares; 2024Q4: 7,786 shares; 2025Q1: 7,804 shares; 2025Q2: 7,825 shares; 2025Q3: 7,195 shares; 2025Q4: 7,220 shares 7,220 $868K 0.07% +25 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,588 shares; 2024Q4: 22,882 shares; 2025Q1: 23,282 shares; 2025Q2: 23,932 shares; 2025Q3: 22,882 shares; 2025Q4: 22,432 shares 22,432 $828K 0.07% -450 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,899 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,914 shares; 2025Q4: 2,919 shares 2,919 $815K 0.07% +5 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2,187 shares; 2025Q1: 2,200 shares; 2025Q2: 2,215 shares; 2025Q3: 2,342 shares; 2025Q4: 2,357 shares 2,357 $812K 0.07% +15 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,223 shares; 2025Q4: 1,223 shares 1,223 $810K 0.07% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,037 shares; 2024Q4: 11,154 shares; 2025Q1: 10,735 shares; 2025Q2: 10,908 shares; 2025Q3: 10,908 shares; 2025Q4: 11,050 shares 11,050 $787K 0.06% +142 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,789 shares; 2024Q4: 11,810 shares; 2025Q1: 11,823 shares; 2025Q2: 11,842 shares; 2025Q3: 11,862 shares; 2025Q4: 11,787 shares 11,787 $778K 0.06% -75 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,706 shares; 2024Q4: 88,401 shares; 2025Q1: 90,120 shares; 2025Q2: 91,894 shares; 2025Q3: 93,843 shares; 2025Q4: 37,799 shares 37,799 $765K 0.06% -56,044 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,526 shares; 2025Q3: 15,647 shares; 2025Q4: 15,825 shares 15,825 $759K 0.06% +178 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,654 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,677 shares; 2025Q4: 5,321 shares 5,321 $751K 0.06% +644 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,309 shares; 2025Q1: 2,249 shares; 2025Q2: 2,544 shares; 2025Q3: 2,344 shares; 2025Q4: 2,258 shares 2,258 $745K 0.06% -86 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 4,813 shares; 2025Q1: 4,226 shares; 2025Q2: 4,230 shares; 2025Q3: 4,235 shares; 2025Q4: 4,095 shares 4,095 $742K 0.06% -140 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares 1,283 $732K 0.06% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,310 shares; 2025Q3: 1,321 shares; 2025Q4: 1,272 shares 1,272 $726K 0.06% -49 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares 3,375 $693K 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares 1,481 $690K 0.06% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,333 shares; 2024Q4: 25,173 shares; 2025Q1: 17,846 shares; 2025Q2: 19,172 shares; 2025Q3: 21,414 shares; 2025Q4: 20,836 shares 20,836 $686K 0.06% -578 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: 3,898 shares; 2025Q2: 3,934 shares; 2025Q3: 3,967 shares; 2025Q4: 3,667 shares 3,667 $673K 0.06% -300 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 2,272 shares; 2025Q1: 1,778 shares; 2025Q2: 2,060 shares; 2025Q3: 2,067 shares; 2025Q4: 2,074 shares 2,074 $647K 0.05% +7 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,593 shares; 2024Q4: 13,649 shares; 2025Q1: 13,673 shares; 2025Q2: 13,154 shares; 2025Q3: 12,815 shares; 2025Q4: 12,660 shares 12,660 $644K 0.05% -155 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,973 shares; 2025Q3: 2,973 shares; 2025Q4: 2,973 shares 2,973 $630K 0.05% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,789 shares; 2024Q4: 21,098 shares; 2025Q1: 21,108 shares; 2025Q2: 21,135 shares; 2025Q3: 21,145 shares; 2025Q4: 19,636 shares 19,636 $622K 0.05% -1,509 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,102 shares; 2025Q1: 3,111 shares; 2025Q2: 3,120 shares; 2025Q3: 3,129 shares; 2025Q4: 3,137 shares 3,137 $612K 0.05% +8 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,485 shares; 2024Q4: 17,849 shares; 2025Q1: 18,047 shares; 2025Q2: 18,435 shares; 2025Q3: 18,729 shares; 2025Q4: 19,080 shares 19,080 $591K 0.05% +351 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 12,915 shares; 2025Q1: 12,915 shares; 2025Q2: 12,933 shares; 2025Q3: 12,933 shares; 2025Q4: 13,300 shares 13,300 $591K 0.05% +367 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,429 shares; 2024Q4: 6,401 shares; 2025Q1: 6,461 shares; 2025Q2: 6,635 shares; 2025Q3: 6,664 shares; 2025Q4: 4,062 shares 4,062 $583K 0.05% -2,602 Timeline VOOG 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: not reported; 2024Q4: not reported; 2025Q1: 705 shares; 2025Q2: 706 shares; 2025Q3: 707 shares; 2025Q4: 1,303 shares 1,303 $579K 0.05% +596 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,000 shares; 2024Q4: 175,000 shares; 2025Q1: 175,000 shares; 2025Q2: 175,000 shares; 2025Q3: 175,000 shares; 2025Q4: 175,000 shares 175,000 $572K 0.05% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,548 shares; 2024Q4: 13,562 shares; 2025Q1: 13,576 shares; 2025Q2: 13,591 shares; 2025Q3: 6,122 shares; 2025Q4: 6,137 shares 6,137 $572K 0.05% +15 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 4,517 shares; 2025Q1: 4,519 shares; 2025Q2: 4,521 shares; 2025Q3: 4,558 shares; 2025Q4: 4,560 shares 4,560 $571K 0.05% +2 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares 564 $569K 0.05% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 6,677 shares; 2025Q1: 6,578 shares; 2025Q2: 6,578 shares; 2025Q3: 6,578 shares; 2025Q4: 6,623 shares 6,623 $568K 0.05% +45 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 7,869 shares; 2025Q1: 7,869 shares; 2025Q2: 7,873 shares; 2025Q3: 7,979 shares; 2025Q4: 7,988 shares 7,988 $558K 0.05% +9 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares 1,620 $557K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,185 shares; 2025Q4: 1,085 shares 1,085 $554K 0.05% -100 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $532K 0.04% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,556 shares; 2025Q1: 4,556 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares; 2025Q4: 4,556 shares 4,556 $517K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,121 shares; 2025Q1: 2,189 shares; 2025Q2: 5,407 shares; 2025Q3: 5,463 shares; 2025Q4: 5,539 shares 5,539 $506K 0.04% +76 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: 6,384 shares; 2025Q1: 6,410 shares; 2025Q2: 6,451 shares; 2025Q3: 6,493 shares; 2025Q4: 6,378 shares 6,378 $503K 0.04% -115 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 23,836 shares; 2025Q1: 38,748 shares; 2025Q2: 18,981 shares; 2025Q3: 19,105 shares; 2025Q4: 18,165 shares 18,165 $498K 0.04% -940 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,589 shares; 2024Q4: 7,044 shares; 2025Q1: 7,044 shares; 2025Q2: 7,044 shares; 2025Q3: 7,044 shares; 2025Q4: 7,044 shares 7,044 $492K 0.04% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,325 shares; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares; 2025Q4: 6,375 shares 6,375 $486K 0.04% +1,050 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,617 shares; 2025Q1: 4,519 shares; 2025Q2: 4,499 shares; 2025Q3: 4,564 shares; 2025Q4: 4,577 shares 4,577 $482K 0.04% +13 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 11,582 shares; 2025Q1: 11,582 shares; 2025Q2: 11,582 shares; 2025Q3: 11,582 shares; 2025Q4: 11,582 shares 11,582 $479K 0.04% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares 2,719 $477K 0.04% 0 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $477K 0.04% 0 Timeline TIP 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: 7,175 shares; 2024Q4: 4,258 shares; 2025Q1: 4,253 shares; 2025Q2: 4,277 shares; 2025Q3: 4,294 shares; 2025Q4: 4,314 shares 4,314 $474K 0.04% +20 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,632 shares; 2025Q1: 6,481 shares; 2025Q2: 6,481 shares; 2025Q3: 6,536 shares; 2025Q4: 5,836 shares 5,836 $469K 0.04% -700 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,489 shares; 2024Q4: 11,489 shares; 2025Q1: 11,558 shares; 2025Q2: 11,558 shares; 2025Q3: 11,558 shares; 2025Q4: 10,763 shares 10,763 $460K 0.04% -795 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 852 shares; 2025Q1: 854 shares; 2025Q2: 855 shares; 2025Q3: 856 shares; 2025Q4: 757 shares 757 $457K 0.04% -99 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares 1,266 $447K 0.04% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 12,020 shares; 2025Q1: 12,024 shares; 2025Q2: 21,979 shares; 2025Q3: 21,998 shares; 2025Q4: 19,356 shares 19,356 $443K 0.04% -2,642 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 2,773 shares 2,773 $437K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 2,065 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares 2,065 $431K 0.04% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,304 shares 1,304 $421K 0.03% -34 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,435 shares; 2024Q4: 18,435 shares; 2025Q1: 18,435 shares; 2025Q2: 18,435 shares; 2025Q3: 18,435 shares; 2025Q4: 18,435 shares 18,435 $415K 0.03% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: 2,726 shares; 2025Q2: 2,506 shares; 2025Q3: 2,326 shares; 2025Q4: 2,106 shares 2,106 $415K 0.03% -220 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 2,021 shares; 2025Q3: 2,118 shares; 2025Q4: 2,119 shares 2,119 $413K 0.03% +1 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,354 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,358 shares; 2025Q4: 1,362 shares 1,362 $411K 0.03% +4 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares 1,118 $392K 0.03% 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: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares 1,684 $390K 0.03% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,016 shares; 2024Q4: 11,276 shares; 2025Q1: 11,330 shares; 2025Q2: 9,675 shares; 2025Q3: 9,675 shares; 2025Q4: 9,376 shares 9,376 $386K 0.03% -299 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 4,456 shares; 2025Q1: 4,415 shares; 2025Q2: 4,432 shares; 2025Q3: 4,432 shares; 2025Q4: 4,444 shares 4,444 $383K 0.03% +12 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,671 shares; 2025Q3: 2,671 shares; 2025Q4: 2,671 shares 2,671 $377K 0.03% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 574 shares; 2025Q3: 754 shares; 2025Q4: 1,045 shares 1,045 $376K 0.03% +291 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,138 shares; 2024Q4: 5,174 shares; 2025Q1: 5,174 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 5,269 shares 5,269 $376K 0.03% +49 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares 2,310 $376K 0.03% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: 18,600 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 18,600 shares 18,600 $367K 0.03% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,491 shares; 2025Q1: 3,524 shares; 2025Q2: 3,557 shares; 2025Q3: 3,588 shares; 2025Q4: 3,620 shares 3,620 $363K 0.03% +32 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $357K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,372 shares; 2025Q1: 2,373 shares; 2025Q2: 2,222 shares; 2025Q3: 2,221 shares; 2025Q4: 2,221 shares 2,221 $356K 0.03% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,066 shares; 2025Q1: 1,069 shares; 2025Q2: 1,072 shares; 2025Q3: 1,075 shares; 2025Q4: 1,079 shares 1,079 $345K 0.03% +4 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 6,341 shares; 2025Q1: 6,217 shares; 2025Q2: 4,384 shares; 2025Q3: 4,175 shares; 2025Q4: 4,020 shares 4,020 $339K 0.03% -155 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: not reported; 2025Q1: 3,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares 2,297 $337K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,523 shares; 2024Q4: 13,594 shares; 2025Q1: 13,659 shares; 2025Q2: 14,477 shares; 2025Q3: 14,535 shares; 2025Q4: 13,553 shares 13,553 $337K 0.03% -982 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,224 shares; 2025Q2: 2,224 shares; 2025Q3: 2,452 shares; 2025Q4: 2,452 shares 2,452 $325K 0.03% 0 Timeline AVEE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,164 shares; 2024Q4: 6,216 shares; 2025Q1: 5,656 shares; 2025Q2: 5,658 shares; 2025Q3: 5,208 shares; 2025Q4: 5,214 shares 5,214 $325K 0.03% +6 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 664 shares; 2025Q3: 764 shares; 2025Q4: 2,094 shares 2,094 $318K 0.03% +1,330 Timeline TLT 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: 913 shares; 2024Q4: 1,669 shares; 2025Q1: 1,855 shares; 2025Q2: 2,633 shares; 2025Q3: 3,491 shares; 2025Q4: 3,561 shares 3,561 $310K 0.03% +70 Timeline NXTC NEXTCURE INC More: the full row for NEXTCURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,833 shares 21,833 $310K 0.03% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,283 shares; 2025Q1: 2,264 shares; 2025Q2: 2,219 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares 2,174 $309K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 2,043 shares; 2025Q1: 2,043 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares 2,043 $309K 0.03% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,591 shares; 2025Q1: 5,609 shares; 2025Q2: 5,625 shares; 2025Q3: 5,640 shares; 2025Q4: 5,596 shares 5,596 $308K 0.03% -44 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,772 shares; 2025Q1: 2,783 shares; 2025Q2: 2,839 shares; 2025Q3: 2,838 shares; 2025Q4: 2,534 shares 2,534 $306K 0.03% -304 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 4,410 shares; 2025Q1: 4,421 shares; 2025Q2: 4,479 shares; 2025Q3: 4,495 shares; 2025Q4: 7,095 shares 7,095 $304K 0.03% +2,600 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,980 shares 7,980 $298K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 852 shares 852 $298K 0.02% -4 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,682 shares; 2025Q1: 2,682 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares 2,682 $296K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,972 shares; 2024Q4: 12,101 shares; 2025Q1: 12,187 shares; 2025Q2: 12,312 shares; 2025Q3: 12,438 shares; 2025Q4: 12,604 shares 12,604 $295K 0.02% +166 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares 1,567 $290K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares 1,265 $290K 0.02% 0 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,496 shares 11,496 $287K 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 4,200 shares 4,200 $287K 0.02% -1,600 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,312 shares; 2025Q1: 3,343 shares; 2025Q2: 3,393 shares; 2025Q3: 3,442 shares; 2025Q4: 3,509 shares 3,509 $283K 0.02% +67 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,300 shares; 2025Q1: 1,303 shares; 2025Q2: 1,305 shares; 2025Q3: 1,307 shares; 2025Q4: 1,310 shares 1,310 $277K 0.02% +3 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 10,568 shares; 2025Q1: 10,568 shares; 2025Q2: 10,568 shares; 2025Q3: 10,568 shares; 2025Q4: 8,628 shares 8,628 $277K 0.02% -1,940 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,503 shares; 2025Q1: 2,511 shares; 2025Q2: 2,523 shares; 2025Q3: 2,535 shares; 2025Q4: 2,551 shares 2,551 $273K 0.02% +16 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,361 shares; 2025Q1: 6,361 shares; 2025Q2: 7,072 shares; 2025Q3: 7,072 shares; 2025Q4: 7,072 shares 7,072 $266K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 6,120 shares 6,120 $261K 0.02% +3,060 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares 1,688 $259K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,269 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,290 shares; 2025Q4: 2,276 shares 2,276 $259K 0.02% -14 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 4,134 shares; 2025Q1: 3,964 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,964 shares 3,964 $258K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares 1,325 $258K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares 47 $252K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 801 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares 766 $251K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $248K 0.02% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,182 shares; 2025Q3: 3,213 shares; 2025Q4: 3,254 shares 3,254 $245K 0.02% +41 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 929 shares; 2025Q4: 929 shares 929 $239K 0.02% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,307 shares; 2025Q1: 2,314 shares; 2025Q2: 2,325 shares; 2025Q3: 2,334 shares; 2025Q4: 2,345 shares 2,345 $239K 0.02% +11 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 10,976 shares; 2025Q1: 10,989 shares; 2025Q2: 11,009 shares; 2025Q3: 11,698 shares; 2025Q4: 4,456 shares 4,456 $236K 0.02% -7,242 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,310 shares; 2025Q3: 2,312 shares; 2025Q4: 2,314 shares 2,314 $231K 0.02% +2 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,506 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares; 2025Q4: 898 shares 898 $227K 0.02% -598 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,776 shares 2,776 $226K 0.02% new Timeline USRT 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: 247 shares; 2024Q4: 247 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 3,963 shares 3,963 $226K 0.02% +3,759 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,715 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,713 shares 1,713 $225K 0.02% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $224K 0.02% new Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 4,042 shares 4,042 $222K 0.02% 0 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,883 shares; 2024Q4: 19,883 shares; 2025Q1: 19,883 shares; 2025Q2: 19,883 shares; 2025Q3: 19,883 shares; 2025Q4: 19,883 shares 19,883 $221K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares 1,795 $221K 0.02% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,639 shares; 2024Q4: 12,639 shares; 2025Q1: 12,639 shares; 2025Q2: 12,639 shares; 2025Q3: 12,639 shares; 2025Q4: 12,639 shares 12,639 $221K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,645 shares; 2025Q1: 1,518 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares 1,518 $220K 0.02% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares 2,565 $219K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: not reported; 2025Q1: 3,719 shares; 2025Q2: 3,720 shares; 2025Q3: 3,802 shares; 2025Q4: 3,803 shares 3,803 $219K 0.02% +1 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $218K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,066 shares; 2025Q1: 1,055 shares; 2025Q2: 1,059 shares; 2025Q3: 449 shares; 2025Q4: 449 shares 449 $217K 0.02% 0 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares 1,380 $217K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364 shares; 2025Q4: 320 shares 320 $216K 0.02% -44 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,247 shares 3,247 $211K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,159 shares; 2025Q1: 3,179 shares; 2025Q2: 3,200 shares; 2025Q3: 3,220 shares; 2025Q4: 3,240 shares 3,240 $210K 0.02% +20 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,899 shares; 2024Q4: 11,913 shares; 2025Q1: 4,259 shares; 2025Q2: 4,277 shares; 2025Q3: 4,298 shares; 2025Q4: 2,851 shares 2,851 $210K 0.02% -1,447 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 537 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 716 shares; 2025Q4: 720 shares 720 $209K 0.02% +4 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 618 shares; 2025Q4: 618 shares 618 $208K 0.02% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 3,064 shares; 2025Q3: 3,078 shares; 2025Q4: 3,095 shares 3,095 $207K 0.02% +17 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares 251 $206K 0.02% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares 353 $205K 0.02% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $203K 0.02% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,302 shares; 2025Q4: 9,482 shares 9,482 $203K 0.02% +180 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: 5,135 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,262 shares 5,262 $202K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 878 shares; 2025Q1: 878 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $202K 0.02% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,797 shares; 2025Q1: 1,977 shares; 2025Q2: 1,802 shares; 2025Q3: 1,806 shares; 2025Q4: 1,803 shares 1,803 $199K 0.02% -3 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,295 shares; 2024Q4: 18,295 shares; 2025Q1: 4,595 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares 4,595 $193K 0.02% 0 Timeline SOXX 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 599 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $181K 0.01% 0 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,892 shares 10,892 $179K 0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,974 shares; 2025Q1: 2,988 shares; 2025Q2: 3,011 shares; 2025Q3: 3,034 shares; 2025Q4: 3,064 shares 3,064 $176K 0.01% +30 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,633 shares; 2025Q1: 1,642 shares; 2025Q2: 1,656 shares; 2025Q3: 1,670 shares; 2025Q4: 1,688 shares 1,688 $169K 0.01% +18 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares 2,375 $169K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,722 shares; 2025Q4: 1,722 shares 1,722 $166K 0.01% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,347 shares; 2025Q1: 2,357 shares; 2025Q2: 2,396 shares; 2025Q3: 2,406 shares; 2025Q4: 2,420 shares 2,420 $159K 0.01% +14 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,285 shares; 2024Q4: 6,422 shares; 2025Q1: 4,244 shares; 2025Q2: 4,302 shares; 2025Q3: 2,673 shares; 2025Q4: 2,722 shares 2,722 $159K 0.01% +49 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,885 shares; 2024Q4: 14,885 shares; 2025Q1: 14,885 shares; 2025Q2: 14,885 shares; 2025Q3: 14,885 shares; 2025Q4: 14,885 shares 14,885 $150K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,033 shares; 2025Q1: 2,037 shares; 2025Q2: 2,074 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares 2,070 $148K 0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 4,442 shares; 2025Q1: 4,442 shares; 2025Q2: 4,442 shares; 2025Q3: 4,442 shares; 2025Q4: 4,442 shares 4,442 $146K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 3,574 shares; 2025Q1: 3,591 shares; 2025Q2: 3,687 shares; 2025Q3: 3,714 shares; 2025Q4: 2,963 shares 2,963 $140K 0.01% -751 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,524 shares; 2025Q1: 2,537 shares; 2025Q2: 2,550 shares; 2025Q3: 1,971 shares; 2025Q4: 1,984 shares 1,984 $138K 0.01% +13 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: 1,932 shares; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 2,033 shares 2,033 $137K 0.01% +35 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $136K 0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,369 shares; 2025Q1: 2,382 shares; 2025Q2: 2,402 shares; 2025Q3: 2,420 shares; 2025Q4: 2,445 shares 2,445 $135K 0.01% +25 Timeline IYY 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $133K 0.01% 0 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares 2,860 $126K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares 1,230 $117K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $116K 0.01% 0 Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,746 shares; 2025Q4: 1,760 shares 1,760 $114K 0.01% +14 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,841 shares; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares; 2025Q4: 2,139 shares 2,139 $111K 0.01% +294 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,141 shares; 2025Q3: 2,147 shares; 2025Q4: 4,022 shares 4,022 $108K 0.01% +1,875 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares 511 $106K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares 3,167 $104K 0.01% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,694 shares; 2025Q2: 1,694 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares 1,694 $102K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 667 shares; 2025Q1: 669 shares; 2025Q2: 672 shares; 2025Q3: 674 shares; 2025Q4: 677 shares 677 $95.5K 0.01% +3 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,291 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares 1,291 $94.5K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,368 shares; 2025Q3: 1,369 shares; 2025Q4: 650 shares 650 $93.6K 0.01% -719 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares 743 $93.6K 0.01% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,356 shares; 2025Q1: 1,358 shares; 2025Q2: 1,368 shares; 2025Q3: 1,379 shares; 2025Q4: 2,250 shares 2,250 $93.3K 0.01% +871 Timeline IEI 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: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares 712 $85K 0.01% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares 1,203 $79K 0.01% 0 Timeline IJT 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: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540 $76.2K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares 480 $74.3K 0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares 1,591 $71.6K 0.01% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,276 shares; 2025Q1: 1,279 shares; 2025Q2: 1,282 shares; 2025Q3: 1,285 shares; 2025Q4: 1,624 shares 1,624 $70.5K 0.01% +339 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,861 shares; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,861 shares 1,861 $70.2K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 141 shares; 2025Q1: 246 shares; 2025Q2: 544 shares; 2025Q3: 546 shares; 2025Q4: 462 shares 462 $61.6K 0.01% -84 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $54.3K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 383 shares 383 $53.3K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares 1,122 $51.1K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 166 shares; 2025Q4: 166 shares 166 $49.6K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,697 shares; 2025Q1: 2,697 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares 2,572 $49.6K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540 $49.1K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625 $42.1K <0.01% 0 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares 1,139 $36.1K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 694 shares 694 $35.1K <0.01% +196 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares 1,246 $31.1K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $30.7K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $24.1K <0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 2,469 shares; 2025Q1: 2,734 shares; 2025Q2: 2,740 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $22.8K <0.01% 0 Timeline IWV 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: 108 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55 $21.2K <0.01% 0 Timeline INDA 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: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 845 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $20K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares 328 $18.6K <0.01% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $18.2K <0.01% 0 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $16.4K <0.01% 0 Timeline SHV 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: 137 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares 134 $14.8K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $14.1K <0.01% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 140 shares; 2025Q4: 141 shares 141 $13.7K <0.01% +1 Timeline FXI 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: 349 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares 349 $13.4K <0.01% 0 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $12.8K <0.01% 0 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $12.4K <0.01% 0 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $8.91K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67 $8.61K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 71 shares; 2025Q4: 71 shares 71 $7.07K <0.01% 0 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $6.62K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 162 shares; 2025Q3: 137 shares; 2025Q4: 37 shares 37 $6.26K <0.01% -100 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $5.72K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41 $3.9K <0.01% 0 Timeline DFCF 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: 3,803 shares; 2024Q4: 3,803 shares; 2025Q1: 1,607 shares; 2025Q2: 1,607 shares; 2025Q3: 78 shares; 2025Q4: 78 shares 78 $3.32K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39 $1.59K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55 $1.27K <0.01% 0 Timeline