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: 403,419 shares; 2024Q4: 308,549 shares; 2025Q1: 324,991 shares; 2025Q2: 337,903 shares; 2025Q3: 416,423 shares; 2025Q4: 434,354 shares 434,354 $32.2M 8.57% +17,931 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: 87,198 shares; 2024Q4: 76,178 shares; 2025Q1: 79,306 shares; 2025Q2: 82,138 shares; 2025Q3: 119,281 shares; 2025Q4: 119,953 shares 119,953 $26.4M 7.02% +672 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,538 shares; 2024Q4: 233,261 shares; 2025Q1: 246,430 shares; 2025Q2: 492,679 shares; 2025Q3: 566,384 shares; 2025Q4: 579,506 shares 579,506 $26.3M 7.01% +13,122 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: 250,113 shares; 2024Q4: 205,523 shares; 2025Q1: 200,381 shares; 2025Q2: 241,130 shares; 2025Q3: 300,268 shares; 2025Q4: 325,506 shares 325,506 $23.7M 6.3% +25,238 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,694 shares; 2024Q4: 15,629 shares; 2025Q1: 18,631 shares; 2025Q2: 17,808 shares; 2025Q3: 43,813 shares; 2025Q4: 44,898 shares 44,898 $17.8M 4.74% +1,085 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: 51,286 shares; 2024Q4: 53,348 shares; 2025Q1: 50,229 shares; 2025Q2: 49,049 shares; 2025Q3: 49,744 shares; 2025Q4: 48,579 shares 48,579 $16.3M 4.34% -1,165 Timeline HELO 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: 184,297 shares; 2024Q4: 359,380 shares; 2025Q1: 374,679 shares; 2025Q2: 257,354 shares; 2025Q3: 209,043 shares; 2025Q4: 216,332 shares 216,332 $14.4M 3.83% +7,289 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,394 shares; 2024Q4: 14,492 shares; 2025Q1: 14,302 shares; 2025Q2: 17,512 shares; 2025Q3: 17,736 shares; 2025Q4: 19,129 shares 19,129 $11.8M 3.13% +1,393 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: 158,369 shares; 2024Q4: 165,099 shares; 2025Q1: 165,588 shares; 2025Q2: 216,285 shares; 2025Q3: 165,238 shares; 2025Q4: 162,812 shares 162,812 $10.7M 2.86% -2,426 Timeline JEPQ 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: 93,969 shares; 2024Q4: 107,870 shares; 2025Q1: 131,004 shares; 2025Q2: 119,665 shares; 2025Q3: 106,064 shares; 2025Q4: 140,611 shares 140,611 $8.17M 2.18% +34,547 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: 63,126 shares; 2024Q4: 99,113 shares; 2025Q1: 99,835 shares; 2025Q2: 90,264 shares; 2025Q3: 67,157 shares; 2025Q4: 65,341 shares 65,341 $6.66M 1.77% -1,816 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: 36,736 shares; 2024Q4: 30,559 shares; 2025Q1: 27,849 shares; 2025Q2: 31,795 shares; 2025Q3: 32,510 shares; 2025Q4: 29,818 shares 29,818 $5.56M 1.48% -2,692 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: 22,465 shares; 2024Q4: 22,025 shares; 2025Q1: 19,840 shares; 2025Q2: 19,012 shares; 2025Q3: 20,050 shares; 2025Q4: 20,444 shares 20,444 $5.56M 1.48% +394 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: 10,762 shares; 2024Q4: 14,649 shares; 2025Q1: 12,272 shares; 2025Q2: 15,742 shares; 2025Q3: 18,677 shares; 2025Q4: 21,159 shares 21,159 $5.46M 1.45% +2,482 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 5,510 shares; 2025Q1: 4,878 shares; 2025Q2: 15,090 shares; 2025Q3: 13,394 shares; 2025Q4: 12,730 shares 12,730 $5.25M 1.4% -664 Timeline BILS 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: 25,484 shares; 2024Q4: 25,536 shares; 2025Q1: 26,499 shares; 2025Q2: 25,554 shares; 2025Q3: 24,718 shares; 2025Q4: 50,828 shares 50,828 $5.04M 1.34% +26,110 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: 12,560 shares; 2024Q4: 11,914 shares; 2025Q1: 10,875 shares; 2025Q2: 10,786 shares; 2025Q3: 10,988 shares; 2025Q4: 10,023 shares 10,023 $4.85M 1.29% -965 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: 305,446 shares; 2024Q4: 966,827 shares; 2025Q1: 1,006,237 shares; 2025Q2: 837,468 shares; 2025Q3: 175,506 shares; 2025Q4: 170,881 shares 170,881 $4.6M 1.22% -4,625 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: 16,444 shares; 2024Q4: 15,454 shares; 2025Q1: 16,948 shares; 2025Q2: 18,845 shares; 2025Q3: 19,826 shares; 2025Q4: 18,192 shares 18,192 $4.2M 1.12% -1,634 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: 3,660 shares; 2024Q4: 3,649 shares; 2025Q1: 3,269 shares; 2025Q2: 3,344 shares; 2025Q3: 3,999 shares; 2025Q4: 3,705 shares 3,705 $3.98M 1.06% -294 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: 23,937 shares; 2024Q4: 24,847 shares; 2025Q1: 25,124 shares; 2025Q2: 26,381 shares; 2025Q3: 32,997 shares; 2025Q4: 54,268 shares 54,268 $3.77M 1% +21,271 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: 28,466 shares; 2024Q4: 28,536 shares; 2025Q1: 28,305 shares; 2025Q2: 29,215 shares; 2025Q3: 24,368 shares; 2025Q4: 24,347 shares 24,347 $3.62M 0.96% -21 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: 34,782 shares; 2024Q4: 37,485 shares; 2025Q1: 56,408 shares; 2025Q2: 47,480 shares; 2025Q3: 39,662 shares; 2025Q4: 36,514 shares 36,514 $3.44M 0.92% -3,148 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: 8,461 shares; 2024Q4: 8,122 shares; 2025Q1: 7,579 shares; 2025Q2: 9,063 shares; 2025Q3: 11,186 shares; 2025Q4: 10,578 shares 10,578 $3.32M 0.88% -608 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: 51,710 shares; 2024Q4: 40,695 shares; 2025Q1: 41,592 shares; 2025Q2: 42,111 shares; 2025Q3: 45,222 shares; 2025Q4: 48,798 shares 48,798 $3.05M 0.81% +3,576 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: 35,060 shares; 2024Q4: 35,364 shares; 2025Q1: 35,591 shares; 2025Q2: 35,941 shares; 2025Q3: 41,134 shares; 2025Q4: 41,189 shares 41,189 $2.95M 0.79% +55 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,632 shares; 2024Q4: 16,079 shares; 2025Q1: 15,627 shares; 2025Q2: 15,036 shares; 2025Q3: 15,226 shares; 2025Q4: 14,790 shares 14,790 $2.94M 0.78% -436 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: 34,080 shares; 2024Q4: 129,891 shares; 2025Q1: 32,710 shares; 2025Q2: 36,607 shares; 2025Q3: 29,737 shares; 2025Q4: 31,666 shares 31,666 $2.62M 0.7% +1,929 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: 13,941 shares; 2024Q4: 14,026 shares; 2025Q1: 14,046 shares; 2025Q2: 14,545 shares; 2025Q3: 23,947 shares; 2025Q4: 25,007 shares 25,007 $2.56M 0.68% +1,060 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: 28,918 shares; 2024Q4: 24,851 shares; 2025Q1: 24,729 shares; 2025Q2: 25,341 shares; 2025Q3: 26,826 shares; 2025Q4: 28,037 shares 28,037 $2.37M 0.63% +1,211 Timeline FLRN 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: 33,208 shares; 2024Q4: 32,971 shares; 2025Q1: 34,487 shares; 2025Q2: 32,912 shares; 2025Q3: 69,864 shares; 2025Q4: 75,034 shares 75,034 $2.31M 0.61% +5,170 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: 15,810 shares; 2024Q4: 16,131 shares; 2025Q1: 16,335 shares; 2025Q2: 15,485 shares; 2025Q3: 16,060 shares; 2025Q4: 15,803 shares 15,803 $2.27M 0.6% -257 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: 2,306 shares; 2024Q4: 2,323 shares; 2025Q1: 8,807 shares; 2025Q2: 8,997 shares; 2025Q3: 8,907 shares; 2025Q4: 8,638 shares 8,638 $2.22M 0.59% -269 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: 5,761 shares; 2024Q4: 5,644 shares; 2025Q1: 6,057 shares; 2025Q2: 5,901 shares; 2025Q3: 6,803 shares; 2025Q4: 6,714 shares 6,714 $2.16M 0.58% -89 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: 7,042 shares; 2024Q4: 7,087 shares; 2025Q1: 19,120 shares; 2025Q2: 19,462 shares; 2025Q3: 19,574 shares; 2025Q4: 19,730 shares 19,730 $2.11M 0.56% +156 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: 6,617 shares; 2024Q4: 6,105 shares; 2025Q1: 6,086 shares; 2025Q2: 6,104 shares; 2025Q3: 7,053 shares; 2025Q4: 6,708 shares 6,708 $2.1M 0.56% -345 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: 36,090 shares; 2024Q4: 33,663 shares; 2025Q1: 40,483 shares; 2025Q2: 43,840 shares; 2025Q3: 43,066 shares; 2025Q4: 34,881 shares 34,881 $2M 0.53% -8,185 Timeline IBHG 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: 15,716 shares; 2025Q4: 87,033 shares 87,033 $1.94M 0.52% +71,317 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: 18,850 shares; 2024Q4: 19,096 shares; 2025Q1: 23,233 shares; 2025Q2: 25,209 shares; 2025Q3: 25,393 shares; 2025Q4: 23,956 shares 23,956 $1.91M 0.51% -1,437 Timeline TLH 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: 122,537 shares; 2024Q4: 10,907 shares; 2025Q1: 37,606 shares; 2025Q2: 35,551 shares; 2025Q3: 40,379 shares; 2025Q4: 18,675 shares 18,675 $1.9M 0.51% -21,704 Timeline SHYG 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: 20,621 shares; 2024Q4: 20,537 shares; 2025Q1: 24,614 shares; 2025Q2: 27,805 shares; 2025Q3: 34,901 shares; 2025Q4: 44,002 shares 44,002 $1.89M 0.5% +9,101 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,874 shares; 2024Q4: 6,091 shares; 2025Q1: 6,049 shares; 2025Q2: 6,166 shares; 2025Q3: 6,362 shares; 2025Q4: 5,347 shares 5,347 $1.85M 0.49% -1,015 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 5,063 shares; 2025Q1: 4,757 shares; 2025Q2: 4,787 shares; 2025Q3: 4,884 shares; 2025Q4: 4,917 shares 4,917 $1.82M 0.48% +33 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: 18,042 shares; 2024Q4: 17,665 shares; 2025Q1: 16,861 shares; 2025Q2: 16,491 shares; 2025Q3: 15,946 shares; 2025Q4: 17,278 shares 17,278 $1.73M 0.46% +1,332 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: 2,738 shares; 2024Q4: 2,924 shares; 2025Q1: 3,065 shares; 2025Q2: 2,514 shares; 2025Q3: 4,165 shares; 2025Q4: 3,812 shares 3,812 $1.71M 0.46% -353 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: 4,576 shares; 2024Q4: 8,559 shares; 2025Q1: 7,619 shares; 2025Q2: 55,579 shares; 2025Q3: 52,967 shares; 2025Q4: 18,485 shares 18,485 $1.69M 0.45% -34,482 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: 12,356 shares; 2024Q4: 10,996 shares; 2025Q1: 12,118 shares; 2025Q2: 11,472 shares; 2025Q3: 13,076 shares; 2025Q4: 14,761 shares 14,761 $1.64M 0.44% +1,685 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.4% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,042 shares; 2024Q4: 31,100 shares; 2025Q1: 22,491 shares; 2025Q2: 22,720 shares; 2025Q3: 22,649 shares; 2025Q4: 22,949 shares 22,949 $1.47M 0.39% +300 Timeline IBHF 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: 70,819 shares; 2025Q2: 83,323 shares; 2025Q3: 70,646 shares; 2025Q4: 62,866 shares 62,866 $1.45M 0.39% -7,780 Timeline PPA 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: 9,650 shares; 2024Q4: 9,623 shares; 2025Q1: 9,597 shares; 2025Q2: 9,352 shares; 2025Q3: 9,152 shares; 2025Q4: 8,634 shares 8,634 $1.35M 0.36% -518 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,654 shares; 2025Q3: 10,128 shares; 2025Q4: 15,134 shares 15,134 $1.31M 0.35% +5,006 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,316 shares; 2024Q4: 12,359 shares; 2025Q1: 12,408 shares; 2025Q2: 12,466 shares; 2025Q3: 12,500 shares; 2025Q4: 12,567 shares 12,567 $1.29M 0.34% +67 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,393 shares; 2025Q3: 58,527 shares; 2025Q4: 41,245 shares 41,245 $1.28M 0.34% -17,282 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: 37,052 shares; 2024Q4: 36,921 shares; 2025Q1: 37,176 shares; 2025Q2: 2,335 shares; 2025Q3: not reported; 2025Q4: 12,397 shares 12,397 $1.19M 0.32% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,501 shares; 2025Q1: 5,420 shares; 2025Q2: 5,437 shares; 2025Q3: 7,562 shares; 2025Q4: 6,870 shares 6,870 $1.18M 0.31% -692 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: 5,274 shares; 2024Q4: 5,056 shares; 2025Q1: 5,212 shares; 2025Q2: 5,252 shares; 2025Q3: 5,155 shares; 2025Q4: 5,078 shares 5,078 $1.16M 0.31% -77 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,777 shares; 2024Q4: 15,734 shares; 2025Q1: 11,627 shares; 2025Q2: 11,842 shares; 2025Q3: 11,763 shares; 2025Q4: 11,983 shares 11,983 $1.14M 0.3% +220 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 1,446 shares; 2025Q1: 1,220 shares; 2025Q2: 1,041 shares; 2025Q3: 770 shares; 2025Q4: 7,245 shares 7,245 $1.11M 0.3% +6,475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $1.07M 0.29% 0 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: 24,624 shares; 2024Q4: 23,608 shares; 2025Q1: 17,189 shares; 2025Q2: 10,931 shares; 2025Q3: 12,210 shares; 2025Q4: 8,593 shares 8,593 $1.03M 0.28% -3,617 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,473 shares; 2025Q3: 11,860 shares; 2025Q4: 10,812 shares 10,812 $1.03M 0.27% -1,048 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: 5,304 shares; 2024Q4: 5,109 shares; 2025Q1: 3,704 shares; 2025Q2: 7,132 shares; 2025Q3: 4,623 shares; 2025Q4: 4,770 shares 4,770 $1.02M 0.27% +147 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 3,189 shares; 2025Q1: 2,920 shares; 2025Q2: 2,971 shares; 2025Q3: 3,031 shares; 2025Q4: 3,085 shares 3,085 $1.01M 0.27% +54 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: 1,484 shares; 2024Q4: 1,479 shares; 2025Q1: 1,643 shares; 2025Q2: 1,711 shares; 2025Q3: 2,019 shares; 2025Q4: 1,991 shares 1,991 $1M 0.27% -28 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,181 shares; 2025Q1: 1,127 shares; 2025Q2: 1,155 shares; 2025Q3: 1,157 shares; 2025Q4: 1,135 shares 1,135 $998K 0.27% -22 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: 655 shares; 2024Q4: 631 shares; 2025Q1: 719 shares; 2025Q2: 806 shares; 2025Q3: 1,152 shares; 2025Q4: 1,147 shares 1,147 $989K 0.26% -5 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: 1,999 shares; 2024Q4: 2,031 shares; 2025Q1: 1,854 shares; 2025Q2: 1,984 shares; 2025Q3: 1,964 shares; 2025Q4: 1,464 shares 1,464 $966K 0.26% -500 Timeline PNQI 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: 13,715 shares; 2024Q4: 15,680 shares; 2025Q1: 16,105 shares; 2025Q2: 22,454 shares; 2025Q3: 22,547 shares; 2025Q4: 17,853 shares 17,853 $963K 0.26% -4,694 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,385 shares; 2025Q1: 1,605 shares; 2025Q2: 1,654 shares; 2025Q3: 1,695 shares; 2025Q4: 1,666 shares 1,666 $951K 0.25% -29 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,933 shares; 2024Q4: 30,378 shares; 2025Q1: 20,818 shares; 2025Q2: 18,518 shares; 2025Q3: 12,537 shares; 2025Q4: 9,188 shares 9,188 $940K 0.25% -3,349 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,296 shares; 2025Q1: 2,890 shares; 2025Q2: 2,728 shares; 2025Q3: 2,738 shares; 2025Q4: 2,727 shares 2,727 $938K 0.25% -11 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: 4,822 shares; 2024Q4: 4,347 shares; 2025Q1: 3,912 shares; 2025Q2: 3,912 shares; 2025Q3: 3,715 shares; 2025Q4: 3,467 shares 3,467 $918K 0.24% -248 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: 1,651 shares; 2024Q4: 1,604 shares; 2025Q1: 1,670 shares; 2025Q2: 1,683 shares; 2025Q3: 2,988 shares; 2025Q4: 3,049 shares 3,049 $903K 0.24% +61 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: 976 shares; 2024Q4: 1,029 shares; 2025Q1: 954 shares; 2025Q2: 984 shares; 2025Q3: 963 shares; 2025Q4: 9,596 shares 9,596 $900K 0.24% +8,633 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: 9,702 shares; 2024Q4: 6,847 shares; 2025Q1: 8,707 shares; 2025Q2: 8,799 shares; 2025Q3: 8,894 shares; 2025Q4: 9,021 shares 9,021 $859K 0.23% +127 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: 5,396 shares; 2024Q4: 4,656 shares; 2025Q1: 2,812 shares; 2025Q2: 2,827 shares; 2025Q3: 2,674 shares; 2025Q4: 2,797 shares 2,797 $850K 0.23% +123 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,407 shares; 2025Q1: 1,396 shares; 2025Q2: 1,212 shares; 2025Q3: 1,209 shares; 2025Q4: 1,229 shares 1,229 $838K 0.22% +20 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,091 shares; 2025Q3: 6,465 shares; 2025Q4: 6,056 shares 6,056 $794K 0.21% -409 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,318 shares 10,318 $759K 0.2% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 584 shares; 2025Q1: 664 shares; 2025Q2: 833 shares; 2025Q3: 680 shares; 2025Q4: 684 shares 684 $732K 0.19% +4 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,948 shares; 2024Q4: 16,023 shares; 2025Q1: 13,855 shares; 2025Q2: 14,019 shares; 2025Q3: 14,175 shares; 2025Q4: 14,314 shares 14,314 $702K 0.19% +139 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: 3,736 shares; 2024Q4: 3,756 shares; 2025Q1: 3,506 shares; 2025Q2: 3,525 shares; 2025Q3: 3,543 shares; 2025Q4: 3,351 shares 3,351 $699K 0.19% -192 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: 1,527 shares; 2024Q4: 1,523 shares; 2025Q1: 1,398 shares; 2025Q2: 1,404 shares; 2025Q3: 1,410 shares; 2025Q4: 1,414 shares 1,414 $684K 0.18% +4 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: 3,713 shares; 2024Q4: 3,730 shares; 2025Q1: 3,777 shares; 2025Q2: 3,764 shares; 2025Q3: 3,831 shares; 2025Q4: 3,681 shares 3,681 $675K 0.18% -150 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,864 shares; 2025Q1: 1,417 shares; 2025Q2: 1,421 shares; 2025Q3: 1,424 shares; 2025Q4: 1,536 shares 1,536 $655K 0.17% +112 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 1,353 shares; 2025Q4: 2,240 shares 2,240 $650K 0.17% +887 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,289 shares; 2024Q4: 12,864 shares; 2025Q1: 14,397 shares; 2025Q2: 21,413 shares; 2025Q3: 11,800 shares; 2025Q4: 11,708 shares 11,708 $641K 0.17% -92 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,644 shares; 2024Q4: 9,456 shares; 2025Q1: 8,016 shares; 2025Q2: 7,648 shares; 2025Q3: 7,191 shares; 2025Q4: 6,293 shares 6,293 $629K 0.17% -898 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: 116 shares; 2024Q4: 86 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 115 shares 115 $617K 0.16% +14 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: not reported; 2025Q1: 10,908 shares; 2025Q2: 9,301 shares; 2025Q3: 9,899 shares; 2025Q4: 7,540 shares 7,540 $616K 0.16% -2,359 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: 25,773 shares; 2024Q4: 22,617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $610K 0.16% 0 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: 4,028 shares; 2024Q4: 3,487 shares; 2025Q1: 3,483 shares; 2025Q2: 3,503 shares; 2025Q3: 2,907 shares; 2025Q4: 2,912 shares 2,912 $603K 0.16% +5 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,293 shares; 2025Q1: 1,369 shares; 2025Q2: 1,445 shares; 2025Q3: 1,471 shares; 2025Q4: 1,413 shares 1,413 $596K 0.16% -58 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,418 shares; 2024Q4: 9,211 shares; 2025Q1: 10,379 shares; 2025Q2: 10,386 shares; 2025Q3: 10,221 shares; 2025Q4: 10,537 shares 10,537 $580K 0.15% +316 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: 1,192 shares; 2024Q4: 1,095 shares; 2025Q1: 1,100 shares; 2025Q2: 1,105 shares; 2025Q3: 1,110 shares; 2025Q4: 1,115 shares 1,115 $569K 0.15% +5 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 1,782 shares; 2025Q4: 1,771 shares 1,771 $564K 0.15% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,583 shares; 2025Q4: 5,033 shares 5,033 $553K 0.15% -550 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 2,104 shares 2,104 $545K 0.15% +1,244 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: 8,191 shares; 2024Q4: 8,648 shares; 2025Q1: 5,930 shares; 2025Q2: 5,525 shares; 2025Q3: 5,073 shares; 2025Q4: 5,132 shares 5,132 $540K 0.14% +59 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,860 shares; 2024Q4: 6,706 shares; 2025Q1: 7,061 shares; 2025Q2: 7,090 shares; 2025Q3: 7,074 shares; 2025Q4: 6,789 shares 6,789 $523K 0.14% -285 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,589 shares; 2024Q4: 5,650 shares; 2025Q1: 4,178 shares; 2025Q2: 4,206 shares; 2025Q3: 4,134 shares; 2025Q4: 4,157 shares 4,157 $510K 0.14% +23 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: 3,100 shares; 2024Q4: 3,101 shares; 2025Q1: 3,102 shares; 2025Q2: 3,103 shares; 2025Q3: 3,180 shares; 2025Q4: 3,191 shares 3,191 $490K 0.13% +11 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,112 shares; 2025Q4: 4,060 shares 4,060 $486K 0.13% -52 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: 3,785 shares; 2024Q4: 3,800 shares; 2025Q1: 3,789 shares; 2025Q2: 3,804 shares; 2025Q3: 3,880 shares; 2025Q4: 3,807 shares 3,807 $477K 0.13% -73 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,394 shares; 2025Q1: 2,401 shares; 2025Q2: 2,401 shares; 2025Q3: 2,520 shares; 2025Q4: 2,431 shares 2,431 $464K 0.12% -89 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,421 shares; 2024Q4: 7,061 shares; 2025Q1: 7,098 shares; 2025Q2: 7,157 shares; 2025Q3: 7,216 shares; 2025Q4: 7,293 shares 7,293 $464K 0.12% +77 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,713 shares; 2025Q3: 1,842 shares; 2025Q4: 2,363 shares 2,363 $461K 0.12% +521 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 10,115 shares; 2025Q4: 10,219 shares 10,219 $456K 0.12% +104 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: 1,656 shares; 2024Q4: 1,666 shares; 2025Q1: 1,182 shares; 2025Q2: 1,260 shares; 2025Q3: 1,290 shares; 2025Q4: 1,281 shares 1,281 $449K 0.12% -9 Timeline XLG 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: 42,825 shares; 2024Q4: 42,632 shares; 2025Q1: 32,105 shares; 2025Q2: 8,443 shares; 2025Q3: 7,691 shares; 2025Q4: 7,573 shares 7,573 $449K 0.12% -118 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 770 shares; 2025Q1: 808 shares; 2025Q2: 811 shares; 2025Q3: 864 shares; 2025Q4: 908 shares 908 $445K 0.12% +44 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 750 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 752 shares; 2025Q4: 756 shares 756 $438K 0.12% +4 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,647 shares; 2025Q1: 3,156 shares; 2025Q2: 3,163 shares; 2025Q3: 3,169 shares; 2025Q4: 3,175 shares 3,175 $432K 0.12% +6 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: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 873 shares 873 $426K 0.11% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,496 shares; 2024Q4: 10,080 shares; 2025Q1: 8,422 shares; 2025Q2: 8,425 shares; 2025Q3: 10,590 shares; 2025Q4: 9,126 shares 9,126 $420K 0.11% -1,464 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: 2,205 shares; 2024Q4: 1,558 shares; 2025Q1: 1,581 shares; 2025Q2: 1,584 shares; 2025Q3: 1,801 shares; 2025Q4: 2,695 shares 2,695 $417K 0.11% +894 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 466 shares; 2025Q4: 463 shares 463 $407K 0.11% -3 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,415 shares; 2025Q1: 5,493 shares; 2025Q2: 5,493 shares; 2025Q3: 5,634 shares; 2025Q4: 5,245 shares 5,245 $406K 0.11% -389 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,673 shares; 2024Q4: 10,275 shares; 2025Q1: 8,367 shares; 2025Q2: 8,367 shares; 2025Q3: 8,367 shares; 2025Q4: 8,367 shares 8,367 $405K 0.11% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,280 shares; 2025Q1: 2,923 shares; 2025Q2: 2,923 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares 2,923 $403K 0.11% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,285 shares 1,285 $402K 0.11% +147 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 333 shares; 2025Q2: 369 shares; 2025Q3: 366 shares; 2025Q4: 364 shares 364 $390K 0.1% -2 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: 2,457 shares; 2024Q4: 2,376 shares; 2025Q1: 2,563 shares; 2025Q2: 2,551 shares; 2025Q3: 2,575 shares; 2025Q4: 2,674 shares 2,674 $383K 0.1% +99 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,890 shares; 2024Q4: 36,416 shares; 2025Q1: 25,043 shares; 2025Q2: 11,543 shares; 2025Q3: 10,289 shares; 2025Q4: 6,039 shares 6,039 $380K 0.1% -4,250 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,787 shares; 2025Q1: 1,371 shares; 2025Q2: 1,377 shares; 2025Q3: 1,383 shares; 2025Q4: 1,391 shares 1,391 $380K 0.1% +8 Timeline SUSC 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: 33,382 shares; 2024Q4: 13,380 shares; 2025Q1: 13,478 shares; 2025Q2: 13,627 shares; 2025Q3: 15,785 shares; 2025Q4: 16,018 shares 16,018 $375K 0.1% +233 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: 976 shares; 2024Q4: 1,219 shares; 2025Q1: 1,224 shares; 2025Q2: 1,227 shares; 2025Q3: 1,234 shares; 2025Q4: 1,202 shares 1,202 $367K 0.1% -32 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,508 shares 9,508 $365K 0.1% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,813 shares; 2024Q4: 5,455 shares; 2025Q1: 5,116 shares; 2025Q2: 5,580 shares; 2025Q3: 5,594 shares; 2025Q4: 4,889 shares 4,889 $363K 0.1% -705 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,151 shares; 2025Q3: 1,146 shares; 2025Q4: 1,144 shares 1,144 $352K 0.09% -2 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,063 shares; 2025Q1: 3,063 shares; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares; 2025Q4: 3,762 shares 3,762 $346K 0.09% +699 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,014 shares 2,014 $343K 0.09% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,065 shares; 2025Q1: 1,395 shares; 2025Q2: 1,399 shares; 2025Q3: 1,402 shares; 2025Q4: 1,416 shares 1,416 $343K 0.09% +14 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: 7,538 shares; 2025Q1: 7,556 shares; 2025Q2: 7,574 shares; 2025Q3: 7,591 shares; 2025Q4: 7,052 shares 7,052 $330K 0.09% -539 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 1,592 shares; 2025Q1: 1,618 shares; 2025Q2: 2,394 shares; 2025Q3: 1,921 shares; 2025Q4: 1,784 shares 1,784 $329K 0.09% -137 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,286 shares; 2025Q1: 1,293 shares; 2025Q2: 1,300 shares; 2025Q3: 1,333 shares; 2025Q4: 1,319 shares 1,319 $325K 0.09% -14 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: 1,628 shares; 2024Q4: 1,635 shares; 2025Q1: 1,616 shares; 2025Q2: 1,623 shares; 2025Q3: 1,630 shares; 2025Q4: 1,646 shares 1,646 $321K 0.09% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,959 shares; 2025Q4: 3,740 shares 3,740 $321K 0.09% -219 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: 604 shares; 2024Q4: 606 shares; 2025Q1: 680 shares; 2025Q2: 682 shares; 2025Q3: 686 shares; 2025Q4: 688 shares 688 $320K 0.09% +2 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 554 shares; 2025Q1: 706 shares; 2025Q2: 708 shares; 2025Q3: 778 shares; 2025Q4: 821 shares 821 $320K 0.09% +43 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 744 shares; 2025Q1: 554 shares; 2025Q2: 606 shares; 2025Q3: 617 shares; 2025Q4: 609 shares 609 $318K 0.08% -8 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: 2,647 shares; 2024Q4: 2,660 shares; 2025Q1: 2,586 shares; 2025Q2: 2,276 shares; 2025Q3: 2,304 shares; 2025Q4: 1,886 shares 1,886 $302K 0.08% -418 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: 3,703 shares; 2024Q4: 3,711 shares; 2025Q1: 4,011 shares; 2025Q2: 4,024 shares; 2025Q3: 4,034 shares; 2025Q4: 4,086 shares 4,086 $286K 0.08% +52 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,726 shares 2,726 $283K 0.08% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,212 shares; 2025Q1: 1,114 shares; 2025Q2: 1,118 shares; 2025Q3: 1,120 shares; 2025Q4: 1,123 shares 1,123 $282K 0.08% +3 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: 5,489 shares; 2024Q4: 5,777 shares; 2025Q1: 5,776 shares; 2025Q2: 4,139 shares; 2025Q3: 3,303 shares; 2025Q4: 6,204 shares 6,204 $277K 0.07% +2,901 Timeline SPLV 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: 3,798 shares; 2024Q4: 3,799 shares; 2025Q1: 3,800 shares; 2025Q2: 3,801 shares; 2025Q3: 3,711 shares; 2025Q4: 3,712 shares 3,712 $265K 0.07% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 643 shares; 2025Q4: 735 shares 735 $265K 0.07% +92 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 841 shares; 2025Q1: not reported; 2025Q2: 672 shares; 2025Q3: 674 shares; 2025Q4: 678 shares 678 $264K 0.07% +4 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 610 shares; 2025Q1: 616 shares; 2025Q2: 691 shares; 2025Q3: 683 shares; 2025Q4: 739 shares 739 $260K 0.07% +56 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares 381 $252K 0.07% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,271 shares; 2025Q1: 1,979 shares; 2025Q2: 1,742 shares; 2025Q3: 1,748 shares; 2025Q4: 1,358 shares 1,358 $252K 0.07% -390 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,630 shares 1,630 $251K 0.07% +130 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: 1,571 shares; 2024Q4: 1,572 shares; 2025Q1: 1,074 shares; 2025Q2: 1,096 shares; 2025Q3: 1,098 shares; 2025Q4: 1,086 shares 1,086 $249K 0.07% -12 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: 1,746 shares; 2024Q4: not reported; 2025Q1: 2,021 shares; 2025Q2: 2,025 shares; 2025Q3: 2,099 shares; 2025Q4: 2,063 shares 2,063 $248K 0.07% -36 Timeline PKB 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: 6,065 shares; 2024Q4: 5,633 shares; 2025Q1: 5,265 shares; 2025Q2: 3,649 shares; 2025Q3: 3,595 shares; 2025Q4: 2,617 shares 2,617 $242K 0.06% -978 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 996 shares; 2025Q3: 829 shares; 2025Q4: 833 shares 833 $242K 0.06% +4 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,650 shares; 2025Q3: 3,881 shares; 2025Q4: 4,014 shares 4,014 $241K 0.06% +133 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 380 shares 380 $238K 0.06% +3 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: 1,754 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,731 shares; 2025Q4: 1,678 shares 1,678 $237K 0.06% -53 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,404 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 898 shares 898 $236K 0.06% +1 Timeline PSI 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: 8,496 shares; 2024Q4: 6,844 shares; 2025Q1: 4,843 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,979 shares 2,979 $235K 0.06% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,982 shares; 2025Q1: 3,384 shares; 2025Q2: not reported; 2025Q3: 2,497 shares; 2025Q4: 2,720 shares 2,720 $231K 0.06% +223 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,076 shares 1,076 $230K 0.06% +3 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS 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: 2,000 shares 2,000 $223K 0.06% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,372 shares 3,372 $221K 0.06% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $220K 0.06% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 823 shares; 2025Q1: 826 shares; 2025Q2: 677 shares; 2025Q3: not reported; 2025Q4: 841 shares 841 $216K 0.06% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 641 shares 641 $216K 0.06% new 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: 9,847 shares; 2024Q4: 10,221 shares; 2025Q1: 10,195 shares; 2025Q2: 9,680 shares; 2025Q3: 9,599 shares; 2025Q4: 8,522 shares 8,522 $212K 0.06% -1,077 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: 2,565 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,586 shares 2,586 $208K 0.06% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 956 shares 956 $208K 0.06% -53 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: 413 shares; 2024Q4: not reported; 2025Q1: 413 shares; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 360 shares 360 $205K 0.05% +2 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,698 shares 2,698 $204K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,108 shares 3,108 $200K 0.05% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 35,722 shares; 2025Q3: 35,722 shares; 2025Q4: 35,722 shares 35,722 $70.4K 0.02% 0 Timeline CHRS COHERUS ONCOLOGY INC More: the full row for COHERUS ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,195 shares; 2024Q4: 35,195 shares; 2025Q1: 35,195 shares; 2025Q2: 35,195 shares; 2025Q3: 35,195 shares; 2025Q4: 35,195 shares 35,195 $50K 0.01% 0 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS 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: 11,581 shares 11,581 $18.6K <0.01% new Timeline