PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956,920 shares; 2024Q4: 1,983,306 shares; 2025Q1: 1,993,115 shares; 2025Q2: 2,044,052 shares; 2025Q3: 2,071,644 shares; 2025Q4: 2,069,431 shares 2,069,431 $115M 8.4% -2,213 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: 1,103,130 shares; 2024Q4: 1,095,206 shares; 2025Q1: 989,920 shares; 2025Q2: 758,262 shares; 2025Q3: 804,206 shares; 2025Q4: 824,478 shares 824,478 $66.1M 4.83% +20,272 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: 117,078 shares; 2024Q4: 115,436 shares; 2025Q1: 114,739 shares; 2025Q2: 107,506 shares; 2025Q3: 106,242 shares; 2025Q4: 105,736 shares 105,736 $51.6M 3.77% -506 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,768 shares; 2024Q4: 568,743 shares; 2025Q1: 591,439 shares; 2025Q2: 595,696 shares; 2025Q3: 687,450 shares; 2025Q4: 693,628 shares 693,628 $42.2M 3.08% +6,178 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: 140,499 shares; 2024Q4: 142,180 shares; 2025Q1: 154,323 shares; 2025Q2: 155,290 shares; 2025Q3: 158,631 shares; 2025Q4: 185,358 shares 185,358 $39M 2.85% +26,727 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: 79,436 shares; 2024Q4: 42,562 shares; 2025Q1: 44,236 shares; 2025Q2: 46,191 shares; 2025Q3: 47,282 shares; 2025Q4: 49,368 shares 49,368 $33.8M 2.47% +2,086 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,988 shares; 2024Q4: 553,361 shares; 2025Q1: 536,170 shares; 2025Q2: 544,266 shares; 2025Q3: 551,549 shares; 2025Q4: 588,905 shares 588,905 $23.3M 1.7% +37,356 Timeline SPTL 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: 345,936 shares; 2024Q4: 321,439 shares; 2025Q1: 588,023 shares; 2025Q2: 828,841 shares; 2025Q3: 906,354 shares; 2025Q4: 807,954 shares 807,954 $21.4M 1.56% -98,400 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: 437,450 shares; 2024Q4: 447,790 shares; 2025Q1: 450,022 shares; 2025Q2: 458,811 shares; 2025Q3: 463,713 shares; 2025Q4: 502,032 shares 502,032 $21.4M 1.56% +38,319 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: 116,197 shares; 2024Q4: 118,820 shares; 2025Q1: 174,308 shares; 2025Q2: 320,329 shares; 2025Q3: 308,589 shares; 2025Q4: 317,599 shares 317,599 $21.3M 1.56% +9,010 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: 482,685 shares; 2024Q4: 483,173 shares; 2025Q1: 466,036 shares; 2025Q2: 458,932 shares; 2025Q3: 434,462 shares; 2025Q4: 427,604 shares 427,604 $21.3M 1.56% -6,858 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: 200,652 shares; 2024Q4: 188,368 shares; 2025Q1: 195,712 shares; 2025Q2: 180,019 shares; 2025Q3: 169,656 shares; 2025Q4: 172,520 shares 172,520 $21.3M 1.55% +2,864 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: 301,228 shares; 2024Q4: 318,608 shares; 2025Q1: 320,078 shares; 2025Q2: 316,136 shares; 2025Q3: 309,826 shares; 2025Q4: 311,785 shares 311,785 $20.6M 1.5% +1,959 Timeline SGOV 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: 96,213 shares; 2025Q1: 95,018 shares; 2025Q2: 97,978 shares; 2025Q3: 217,385 shares; 2025Q4: 197,630 shares 197,630 $19.8M 1.45% -19,755 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: 643,298 shares; 2024Q4: 336,401 shares; 2025Q1: 273,563 shares; 2025Q2: 395,606 shares; 2025Q3: 304,081 shares; 2025Q4: 276,899 shares 276,899 $19.8M 1.44% -27,182 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: 155,958 shares; 2024Q4: 153,400 shares; 2025Q1: 173,302 shares; 2025Q2: 175,639 shares; 2025Q3: 151,120 shares; 2025Q4: 95,993 shares 95,993 $19.1M 1.39% -55,127 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: 228,956 shares; 2024Q4: 257,279 shares; 2025Q1: 270,839 shares; 2025Q2: 273,060 shares; 2025Q3: 285,143 shares; 2025Q4: 293,268 shares 293,268 $18.3M 1.34% +8,125 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: not reported; 2024Q4: not reported; 2025Q1: 91,499 shares; 2025Q2: 157,264 shares; 2025Q3: 302,360 shares; 2025Q4: 308,147 shares 308,147 $18.3M 1.33% +5,787 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: 368,076 shares; 2024Q4: 190,091 shares; 2025Q1: 177,307 shares; 2025Q2: 179,440 shares; 2025Q3: 186,352 shares; 2025Q4: 187,507 shares 187,507 $17.9M 1.3% +1,155 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: 55,952 shares; 2024Q4: 58,088 shares; 2025Q1: 59,287 shares; 2025Q2: 58,350 shares; 2025Q3: 59,889 shares; 2025Q4: 65,003 shares 65,003 $17.7M 1.29% +5,114 Timeline IUSB 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: 639,894 shares; 2024Q4: 511,423 shares; 2025Q1: 501,882 shares; 2025Q2: 417,669 shares; 2025Q3: 376,341 shares; 2025Q4: 370,207 shares 370,207 $17.2M 1.26% -6,134 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: 122,115 shares; 2024Q4: 133,944 shares; 2025Q1: 136,867 shares; 2025Q2: 137,683 shares; 2025Q3: 138,253 shares; 2025Q4: 144,134 shares 144,134 $17.2M 1.26% +5,881 Timeline OEF 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: 10,548 shares; 2024Q4: 10,406 shares; 2025Q1: 22,618 shares; 2025Q2: 27,547 shares; 2025Q3: 45,391 shares; 2025Q4: 47,445 shares 47,445 $16.3M 1.19% +2,054 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 216,193 shares; 2025Q3: 435,621 shares; 2025Q4: 476,279 shares 476,279 $15.9M 1.16% +40,658 Timeline SPMO 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: 83,355 shares; 2025Q1: 81,164 shares; 2025Q2: 80,634 shares; 2025Q3: 78,176 shares; 2025Q4: 129,902 shares 129,902 $15.5M 1.13% +51,726 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 62,963 shares; 2025Q2: 371,923 shares; 2025Q3: 383,437 shares; 2025Q4: 386,702 shares 386,702 $14.9M 1.09% +3,265 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: 331,774 shares; 2024Q4: 700,711 shares; 2025Q1: 708,243 shares; 2025Q2: 681,165 shares; 2025Q3: 689,271 shares; 2025Q4: 633,702 shares 633,702 $14.8M 1.08% -55,569 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,143 shares; 2024Q4: 239,787 shares; 2025Q1: 292,941 shares; 2025Q2: 301,525 shares; 2025Q3: 274,155 shares; 2025Q4: 280,406 shares 280,406 $14.2M 1.04% +6,251 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: 433,454 shares; 2024Q4: 432,390 shares; 2025Q1: 423,699 shares; 2025Q2: 427,571 shares; 2025Q3: 416,308 shares; 2025Q4: 431,417 shares 431,417 $14.1M 1.03% +15,109 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,918 shares; 2025Q1: 145,378 shares; 2025Q2: 120,334 shares; 2025Q3: 167,678 shares; 2025Q4: 160,690 shares 160,690 $13.7M 1% -6,988 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,843 shares; 2024Q4: 245,117 shares; 2025Q1: 260,943 shares; 2025Q2: 264,043 shares; 2025Q3: 245,724 shares; 2025Q4: 245,120 shares 245,120 $12.9M 0.94% -604 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: 72,910 shares; 2024Q4: 85,494 shares; 2025Q1: 88,495 shares; 2025Q2: 95,559 shares; 2025Q3: 102,593 shares; 2025Q4: 110,872 shares 110,872 $11.1M 0.81% +8,279 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,218 shares; 2024Q4: 116,115 shares; 2025Q1: 118,442 shares; 2025Q2: 99,274 shares; 2025Q3: 100,284 shares; 2025Q4: 99,608 shares 99,608 $10.4M 0.76% -676 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,274 shares; 2024Q4: 218,214 shares; 2025Q1: 206,383 shares; 2025Q2: 211,779 shares; 2025Q3: 206,253 shares; 2025Q4: 236,806 shares 236,806 $10.3M 0.75% +30,553 Timeline DVYE 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: 55,333 shares; 2024Q4: 59,413 shares; 2025Q1: 132,963 shares; 2025Q2: 192,192 shares; 2025Q3: 243,203 shares; 2025Q4: 323,738 shares 323,738 $10.1M 0.74% +80,535 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: 104,438 shares; 2024Q4: 101,607 shares; 2025Q1: 101,758 shares; 2025Q2: 108,430 shares; 2025Q3: 107,822 shares; 2025Q4: 127,053 shares 127,053 $9.42M 0.69% +19,231 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: 29,985 shares; 2024Q4: 29,219 shares; 2025Q1: 28,876 shares; 2025Q2: 27,848 shares; 2025Q3: 28,000 shares; 2025Q4: 26,998 shares 26,998 $9.34M 0.68% -1,002 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: 43,335 shares; 2024Q4: 45,232 shares; 2025Q1: 45,282 shares; 2025Q2: 46,981 shares; 2025Q3: 48,614 shares; 2025Q4: 47,544 shares 47,544 $8.87M 0.65% -1,070 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: 28,667 shares; 2024Q4: 27,178 shares; 2025Q1: 33,567 shares; 2025Q2: 34,973 shares; 2025Q3: 34,238 shares; 2025Q4: 41,308 shares 41,308 $8.76M 0.64% +7,070 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: 124,375 shares; 2024Q4: 137,485 shares; 2025Q1: 141,163 shares; 2025Q2: 142,888 shares; 2025Q3: 145,040 shares; 2025Q4: 154,199 shares 154,199 $8.29M 0.61% +9,159 Timeline XT 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: 121,971 shares; 2024Q4: 120,600 shares; 2025Q1: 120,088 shares; 2025Q2: 118,612 shares; 2025Q3: 115,377 shares; 2025Q4: 110,319 shares 110,319 $7.69M 0.56% -5,058 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 219,476 shares; 2025Q1: 272,501 shares; 2025Q2: 260,290 shares; 2025Q3: 276,101 shares; 2025Q4: 263,892 shares 263,892 $7.61M 0.56% -12,209 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: 141,067 shares; 2024Q4: 141,031 shares; 2025Q1: 143,037 shares; 2025Q2: 153,184 shares; 2025Q3: 164,808 shares; 2025Q4: 197,751 shares 197,751 $7.54M 0.55% +32,943 Timeline ESGU 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: 57,942 shares; 2024Q4: 57,158 shares; 2025Q1: 52,679 shares; 2025Q2: 50,760 shares; 2025Q3: 50,055 shares; 2025Q4: 49,808 shares 49,808 $7.42M 0.54% -247 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: 13,954 shares; 2024Q4: 14,044 shares; 2025Q1: 14,115 shares; 2025Q2: 14,455 shares; 2025Q3: 15,207 shares; 2025Q4: 15,256 shares 15,256 $7.38M 0.54% +49 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: 156,264 shares; 2024Q4: 158,746 shares; 2025Q1: 141,527 shares; 2025Q2: 140,038 shares; 2025Q3: 141,434 shares; 2025Q4: 150,686 shares 150,686 $7.23M 0.53% +9,252 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: 109,394 shares; 2024Q4: 58,630 shares; 2025Q1: 58,232 shares; 2025Q2: 58,189 shares; 2025Q3: 58,982 shares; 2025Q4: 59,502 shares 59,502 $7.15M 0.52% +520 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,091 shares; 2025Q4: 92,335 shares 92,335 $7.11M 0.52% +44,244 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: 396,162 shares; 2024Q4: 221,063 shares; 2025Q1: 154,241 shares; 2025Q2: 139,909 shares; 2025Q3: 72,258 shares; 2025Q4: 62,382 shares 62,382 $7.11M 0.52% -9,876 Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,613 shares; 2025Q4: 107,476 shares 107,476 $6.96M 0.51% +16,863 Timeline IYW 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: 103,027 shares; 2024Q4: 98,408 shares; 2025Q1: 98,847 shares; 2025Q2: 92,053 shares; 2025Q3: 37,093 shares; 2025Q4: 34,477 shares 34,477 $6.88M 0.5% -2,616 Timeline NANR 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: 103,984 shares; 2024Q4: 103,531 shares; 2025Q1: 99,110 shares; 2025Q2: 98,968 shares; 2025Q3: 97,871 shares; 2025Q4: 97,792 shares 97,792 $6.63M 0.48% -79 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,503 shares; 2024Q4: 70,178 shares; 2025Q1: 61,746 shares; 2025Q2: 67,263 shares; 2025Q3: 71,574 shares; 2025Q4: 72,820 shares 72,820 $6.51M 0.48% +1,246 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,824 shares; 2024Q4: 105,002 shares; 2025Q1: 114,531 shares; 2025Q2: 123,747 shares; 2025Q3: 113,515 shares; 2025Q4: 79,841 shares 79,841 $6.45M 0.47% -33,674 Timeline FDL 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: 84,927 shares; 2024Q4: 83,138 shares; 2025Q1: 82,705 shares; 2025Q2: 86,059 shares; 2025Q3: 86,336 shares; 2025Q4: 140,745 shares 140,745 $6.24M 0.46% +54,409 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: 30,091 shares; 2024Q4: 30,704 shares; 2025Q1: 35,898 shares; 2025Q2: 31,781 shares; 2025Q3: 33,373 shares; 2025Q4: 28,937 shares 28,937 $5.99M 0.44% -4,436 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,519 shares; 2025Q3: 150,395 shares; 2025Q4: 122,258 shares 122,258 $5.91M 0.43% -28,137 Timeline EMB 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: 92,324 shares; 2024Q4: 46,604 shares; 2025Q1: 57,434 shares; 2025Q2: 58,236 shares; 2025Q3: 60,113 shares; 2025Q4: 60,062 shares 60,062 $5.78M 0.42% -51 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: 15,988 shares; 2024Q4: 15,814 shares; 2025Q1: 15,688 shares; 2025Q2: 15,959 shares; 2025Q3: 16,474 shares; 2025Q4: 17,529 shares 17,529 $5.65M 0.41% +1,055 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: 24,641 shares; 2024Q4: 24,887 shares; 2025Q1: 24,641 shares; 2025Q2: 24,113 shares; 2025Q3: 24,429 shares; 2025Q4: 24,634 shares 24,634 $5.63M 0.41% +205 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: 49,597 shares; 2024Q4: 50,286 shares; 2025Q1: 49,580 shares; 2025Q2: 49,147 shares; 2025Q3: 49,469 shares; 2025Q4: 49,887 shares 49,887 $5.56M 0.41% +418 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: 66,916 shares; 2024Q4: 68,067 shares; 2025Q1: 75,620 shares; 2025Q2: 72,350 shares; 2025Q3: 73,750 shares; 2025Q4: 75,019 shares 75,019 $5.56M 0.41% +1,269 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: 48,794 shares; 2024Q4: 50,757 shares; 2025Q1: 51,320 shares; 2025Q2: 57,670 shares; 2025Q3: 72,091 shares; 2025Q4: 89,293 shares 89,293 $5.35M 0.39% +17,202 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: 4,196 shares; 2024Q4: 4,237 shares; 2025Q1: 4,288 shares; 2025Q2: 4,526 shares; 2025Q3: 4,393 shares; 2025Q4: 4,872 shares 4,872 $5.24M 0.38% +479 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: 29,822 shares; 2024Q4: 30,486 shares; 2025Q1: 35,463 shares; 2025Q2: 34,858 shares; 2025Q3: 34,614 shares; 2025Q4: 34,759 shares 34,759 $5.17M 0.38% +145 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: 30,522 shares; 2024Q4: 49,167 shares; 2025Q1: 48,612 shares; 2025Q2: 54,330 shares; 2025Q3: 54,303 shares; 2025Q4: 53,635 shares 53,635 $5.15M 0.38% -668 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: 39,181 shares; 2024Q4: 38,912 shares; 2025Q1: 40,238 shares; 2025Q2: 39,728 shares; 2025Q3: 42,591 shares; 2025Q4: 42,769 shares 42,769 $5.15M 0.38% +178 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: 35,298 shares; 2024Q4: 35,150 shares; 2025Q1: 33,424 shares; 2025Q2: 33,424 shares; 2025Q3: 33,424 shares; 2025Q4: 33,398 shares 33,398 $4.39M 0.32% -26 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: 94,380 shares; 2024Q4: 91,027 shares; 2025Q1: 86,947 shares; 2025Q2: 84,573 shares; 2025Q3: 71,926 shares; 2025Q4: 69,676 shares 69,676 $4.15M 0.3% -2,250 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: 27,831 shares; 2024Q4: 29,263 shares; 2025Q1: 28,100 shares; 2025Q2: 27,747 shares; 2025Q3: 27,972 shares; 2025Q4: 28,864 shares 28,864 $4.14M 0.3% +892 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 37,446 shares; 2025Q2: 90,083 shares; 2025Q3: 88,482 shares; 2025Q4: 86,342 shares 86,342 $3.99M 0.29% -2,140 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,185 shares; 2024Q4: 23,169 shares; 2025Q1: 21,629 shares; 2025Q2: 21,495 shares; 2025Q3: 21,033 shares; 2025Q4: 21,075 shares 21,075 $3.96M 0.29% +42 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: 4,930 shares; 2024Q4: 4,496 shares; 2025Q1: 4,572 shares; 2025Q2: 5,277 shares; 2025Q3: 5,323 shares; 2025Q4: 11,800 shares 11,800 $3.96M 0.29% +6,477 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: 32,321 shares; 2024Q4: 34,767 shares; 2025Q1: 34,835 shares; 2025Q2: 55,522 shares; 2025Q3: 56,719 shares; 2025Q4: 37,612 shares 37,612 $3.85M 0.28% -19,107 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: 6,663 shares; 2024Q4: 6,742 shares; 2025Q1: 6,920 shares; 2025Q2: 7,167 shares; 2025Q3: 7,199 shares; 2025Q4: 7,413 shares 7,413 $3.73M 0.27% +214 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: 3,971 shares; 2024Q4: 3,931 shares; 2025Q1: 3,803 shares; 2025Q2: 3,715 shares; 2025Q3: 3,694 shares; 2025Q4: 3,692 shares 3,692 $3.73M 0.27% -2 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: 45,405 shares; 2024Q4: 45,138 shares; 2025Q1: 42,045 shares; 2025Q2: 37,624 shares; 2025Q3: 37,620 shares; 2025Q4: 37,583 shares 37,583 $3.64M 0.27% -37 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: 12,172 shares; 2024Q4: 12,687 shares; 2025Q1: 12,840 shares; 2025Q2: 12,947 shares; 2025Q3: 14,938 shares; 2025Q4: 15,183 shares 15,183 $3.5M 0.26% +245 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: 56,249 shares; 2024Q4: 52,705 shares; 2025Q1: 34,328 shares; 2025Q2: 31,363 shares; 2025Q3: 32,227 shares; 2025Q4: 32,407 shares 32,407 $3.47M 0.25% +180 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: 102,360 shares; 2024Q4: 101,725 shares; 2025Q1: 95,474 shares; 2025Q2: 90,476 shares; 2025Q3: 76,403 shares; 2025Q4: 74,311 shares 74,311 $3.46M 0.25% -2,092 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: 11,245 shares; 2024Q4: 11,243 shares; 2025Q1: 10,821 shares; 2025Q2: 10,817 shares; 2025Q3: 10,675 shares; 2025Q4: 10,415 shares 10,415 $3.36M 0.25% -260 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: 43,020 shares; 2024Q4: 45,933 shares; 2025Q1: 45,331 shares; 2025Q2: 44,962 shares; 2025Q3: 44,732 shares; 2025Q4: 46,578 shares 46,578 $3.26M 0.24% +1,846 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: 31,259 shares; 2024Q4: 31,113 shares; 2025Q1: 30,026 shares; 2025Q2: 29,161 shares; 2025Q3: 29,269 shares; 2025Q4: 29,346 shares 29,346 $3.24M 0.24% +77 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: 6,531 shares; 2024Q4: 6,484 shares; 2025Q1: 6,328 shares; 2025Q2: 6,146 shares; 2025Q3: 6,144 shares; 2025Q4: 6,163 shares 6,163 $3.22M 0.24% +19 Timeline SYSB 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: 35,753 shares 35,753 $3.21M 0.23% new Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 50,748 shares; 2025Q3: 78,395 shares; 2025Q4: 85,535 shares 85,535 $3.15M 0.23% +7,140 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: 9,154 shares; 2024Q4: 9,071 shares; 2025Q1: 9,127 shares; 2025Q2: 9,325 shares; 2025Q3: 9,359 shares; 2025Q4: 10,610 shares 10,610 $3.14M 0.23% +1,251 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: 3,176 shares; 2024Q4: 3,592 shares; 2025Q1: 3,675 shares; 2025Q2: 4,154 shares; 2025Q3: 4,281 shares; 2025Q4: 5,011 shares 5,011 $3.14M 0.23% +730 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: 9,375 shares; 2024Q4: 9,901 shares; 2025Q1: 9,817 shares; 2025Q2: 9,688 shares; 2025Q3: 9,704 shares; 2025Q4: 9,925 shares 9,925 $3.11M 0.23% +221 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: 8,799 shares; 2024Q4: 8,746 shares; 2025Q1: 8,943 shares; 2025Q2: 8,863 shares; 2025Q3: 9,029 shares; 2025Q4: 9,235 shares 9,235 $3.02M 0.22% +206 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: 10,252 shares; 2024Q4: 10,445 shares; 2025Q1: 10,162 shares; 2025Q2: 10,050 shares; 2025Q3: 11,520 shares; 2025Q4: 11,895 shares 11,895 $3.01M 0.22% +375 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: 10,097 shares; 2024Q4: 10,090 shares; 2025Q1: 9,758 shares; 2025Q2: 9,573 shares; 2025Q3: 9,559 shares; 2025Q4: 9,603 shares 9,603 $3M 0.22% +44 Timeline SMMU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,162 shares; 2025Q3: 59,997 shares; 2025Q4: 59,153 shares 59,153 $2.98M 0.22% -844 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: 18,875 shares; 2024Q4: 21,778 shares; 2025Q1: 23,506 shares; 2025Q2: 24,714 shares; 2025Q3: 26,898 shares; 2025Q4: 27,132 shares 27,132 $2.98M 0.22% +234 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: 95,869 shares; 2024Q4: 91,843 shares; 2025Q1: 87,870 shares; 2025Q2: 87,517 shares; 2025Q3: 85,547 shares; 2025Q4: 85,626 shares 85,626 $2.95M 0.22% +79 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: 93,171 shares; 2024Q4: 91,276 shares; 2025Q1: 89,618 shares; 2025Q2: 89,904 shares; 2025Q3: 89,074 shares; 2025Q4: 89,126 shares 89,126 $2.95M 0.22% +52 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: 6,854 shares; 2024Q4: 6,842 shares; 2025Q1: 6,651 shares; 2025Q2: 6,748 shares; 2025Q3: 6,696 shares; 2025Q4: 6,652 shares 6,652 $2.84M 0.21% -44 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: 30,580 shares; 2024Q4: 29,979 shares; 2025Q1: 29,515 shares; 2025Q2: 32,529 shares; 2025Q3: 33,483 shares; 2025Q4: 34,740 shares 34,740 $2.79M 0.2% +1,257 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: 11,592 shares; 2024Q4: 11,701 shares; 2025Q1: 11,348 shares; 2025Q2: 11,197 shares; 2025Q3: 11,387 shares; 2025Q4: 11,376 shares 11,376 $2.74M 0.2% -11 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 14,568 shares; 2025Q1: 14,050 shares; 2025Q2: 13,653 shares; 2025Q3: 13,410 shares; 2025Q4: 13,320 shares 13,320 $2.74M 0.2% -90 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: 21,461 shares; 2024Q4: 22,769 shares; 2025Q1: 22,605 shares; 2025Q2: 27,134 shares; 2025Q3: 23,217 shares; 2025Q4: 25,936 shares 25,936 $2.73M 0.2% +2,719 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: 8,317 shares; 2024Q4: 8,471 shares; 2025Q1: 8,306 shares; 2025Q2: 8,210 shares; 2025Q3: 8,434 shares; 2025Q4: 8,627 shares 8,627 $2.64M 0.19% +193 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: 10,083 shares; 2024Q4: 10,186 shares; 2025Q1: 9,934 shares; 2025Q2: 9,856 shares; 2025Q3: 10,048 shares; 2025Q4: 9,938 shares 9,938 $2.56M 0.19% -110 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,779 shares; 2024Q4: 18,686 shares; 2025Q1: 17,877 shares; 2025Q2: 15,421 shares; 2025Q3: 15,355 shares; 2025Q4: 15,277 shares 15,277 $2.49M 0.18% -78 Timeline ICSH 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: 33,324 shares; 2024Q4: 38,552 shares; 2025Q1: 40,124 shares; 2025Q2: 42,236 shares; 2025Q3: 45,112 shares; 2025Q4: 48,361 shares 48,361 $2.45M 0.18% +3,249 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: 13,136 shares; 2024Q4: 13,092 shares; 2025Q1: 12,613 shares; 2025Q2: 12,596 shares; 2025Q3: 12,556 shares; 2025Q4: 12,382 shares 12,382 $2.42M 0.18% -174 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: 19,566 shares; 2024Q4: 19,431 shares; 2025Q1: 18,669 shares; 2025Q2: 18,168 shares; 2025Q3: 18,212 shares; 2025Q4: 18,149 shares 18,149 $2.41M 0.18% -63 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,927 shares; 2024Q4: 19,402 shares; 2025Q1: 19,749 shares; 2025Q2: 20,043 shares; 2025Q3: 20,347 shares; 2025Q4: 20,517 shares 20,517 $2.39M 0.17% +170 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,517 shares; 2024Q4: 7,405 shares; 2025Q1: 7,246 shares; 2025Q2: 7,168 shares; 2025Q3: 7,158 shares; 2025Q4: 7,313 shares 7,313 $2.37M 0.17% +155 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: 7,657 shares; 2024Q4: 7,677 shares; 2025Q1: 7,234 shares; 2025Q2: 7,077 shares; 2025Q3: 7,074 shares; 2025Q4: 7,004 shares 7,004 $2.36M 0.17% -70 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: 5,612 shares; 2024Q4: 5,292 shares; 2025Q1: 4,167 shares; 2025Q2: 4,499 shares; 2025Q3: 5,260 shares; 2025Q4: 5,181 shares 5,181 $2.33M 0.17% -79 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,398 shares; 2024Q4: 24,237 shares; 2025Q1: 22,539 shares; 2025Q2: 23,167 shares; 2025Q3: 22,279 shares; 2025Q4: 22,262 shares 22,262 $2.32M 0.17% -17 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: 17,911 shares; 2024Q4: 18,469 shares; 2025Q1: 18,225 shares; 2025Q2: 18,686 shares; 2025Q3: 18,490 shares; 2025Q4: 18,432 shares 18,432 $2.31M 0.17% -58 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: 12,579 shares; 2024Q4: 13,331 shares; 2025Q1: 14,091 shares; 2025Q2: 14,723 shares; 2025Q3: 15,625 shares; 2025Q4: 16,123 shares 16,123 $2.27M 0.17% +498 Timeline DFIP 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: 45,423 shares; 2024Q4: 46,100 shares; 2025Q1: 48,857 shares; 2025Q2: 49,050 shares; 2025Q3: 49,472 shares; 2025Q4: 53,941 shares 53,941 $2.24M 0.16% +4,469 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: 13,438 shares; 2024Q4: 14,691 shares; 2025Q1: 14,774 shares; 2025Q2: 14,865 shares; 2025Q3: 17,399 shares; 2025Q4: 15,566 shares 15,566 $2.23M 0.16% -1,833 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: 3,951 shares; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 3,717 shares; 2025Q3: 3,697 shares; 2025Q4: 3,614 shares 3,614 $2.22M 0.16% -83 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: 31,724 shares; 2024Q4: 31,603 shares; 2025Q1: 32,194 shares; 2025Q2: 34,013 shares; 2025Q3: 36,094 shares; 2025Q4: 37,395 shares 37,395 $2.06M 0.15% +1,301 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,874 shares; 2024Q4: 14,820 shares; 2025Q1: 14,294 shares; 2025Q2: 14,010 shares; 2025Q3: 14,034 shares; 2025Q4: 12,576 shares 12,576 $2.05M 0.15% -1,458 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: 3,079 shares; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 2,976 shares 2,976 $2.03M 0.15% -103 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,240 shares; 2024Q4: 24,532 shares; 2025Q1: 35,747 shares; 2025Q2: 38,860 shares; 2025Q3: 43,062 shares; 2025Q4: 42,962 shares 42,962 $2.01M 0.15% -100 Timeline TFI 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: 38,672 shares; 2024Q4: 23,596 shares; 2025Q1: 18,059 shares; 2025Q2: 41,647 shares; 2025Q3: 43,145 shares; 2025Q4: 43,690 shares 43,690 $2M 0.15% +545 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 9,357 shares; 2025Q1: 8,322 shares; 2025Q2: 8,188 shares; 2025Q3: 7,980 shares; 2025Q4: 7,964 shares 7,964 $1.99M 0.15% -16 Timeline SUSL 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: 17,704 shares; 2024Q4: 17,152 shares; 2025Q1: 16,076 shares; 2025Q2: 16,194 shares; 2025Q3: 16,088 shares; 2025Q4: 15,999 shares 15,999 $1.94M 0.14% -89 Timeline JMOM 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: 20,394 shares; 2025Q2: 20,202 shares; 2025Q3: 20,074 shares; 2025Q4: 28,067 shares 28,067 $1.91M 0.14% +7,993 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: 8,393 shares; 2024Q4: 8,407 shares; 2025Q1: 8,157 shares; 2025Q2: 7,746 shares; 2025Q3: 7,589 shares; 2025Q4: 7,741 shares 7,741 $1.91M 0.14% +152 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: 8,497 shares; 2024Q4: 8,432 shares; 2025Q1: 8,501 shares; 2025Q2: 9,215 shares; 2025Q3: 9,397 shares; 2025Q4: 9,492 shares 9,492 $1.85M 0.14% +95 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: 3,832 shares; 2024Q4: 3,729 shares; 2025Q1: 7,695 shares; 2025Q2: 5,832 shares; 2025Q3: 5,782 shares; 2025Q4: 5,853 shares 5,853 $1.84M 0.13% +71 Timeline IAGG 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: 34,648 shares; 2025Q3: 35,070 shares; 2025Q4: 35,581 shares 35,581 $1.78M 0.13% +511 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: 4,803 shares; 2024Q4: 4,968 shares; 2025Q1: 7,017 shares; 2025Q2: 8,282 shares; 2025Q3: 8,342 shares; 2025Q4: 8,020 shares 8,020 $1.76M 0.13% -322 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: 2,267 shares; 2024Q4: 2,260 shares; 2025Q1: 2,711 shares; 2025Q2: 2,791 shares; 2025Q3: 2,694 shares; 2025Q4: 2,645 shares 2,645 $1.75M 0.13% -49 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,478 shares; 2024Q4: 42,331 shares; 2025Q1: 45,876 shares; 2025Q2: 43,138 shares; 2025Q3: 38,268 shares; 2025Q4: 39,184 shares 39,184 $1.74M 0.13% +916 Timeline ICVT 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: 17,233 shares; 2024Q4: 24,938 shares; 2025Q1: 24,995 shares; 2025Q2: 15,814 shares; 2025Q3: 16,830 shares; 2025Q4: 17,490 shares 17,490 $1.72M 0.13% +660 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: 2,811 shares; 2024Q4: 3,093 shares; 2025Q1: 4,128 shares; 2025Q2: 5,519 shares; 2025Q3: 5,627 shares; 2025Q4: 5,867 shares 5,867 $1.7M 0.12% +240 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 4,523 shares; 2025Q1: 4,618 shares; 2025Q2: 4,802 shares; 2025Q3: 4,649 shares; 2025Q4: 4,482 shares 4,482 $1.67M 0.12% -167 Timeline IWX 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: 16,397 shares; 2024Q4: 20,520 shares; 2025Q1: 23,740 shares; 2025Q2: 17,705 shares; 2025Q3: 17,570 shares; 2025Q4: 17,284 shares 17,284 $1.59M 0.12% -286 Timeline SPMD 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: 19,205 shares; 2024Q4: 20,261 shares; 2025Q1: 20,066 shares; 2025Q2: 22,581 shares; 2025Q3: 24,458 shares; 2025Q4: 27,269 shares 27,269 $1.58M 0.12% +2,811 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: 7,003 shares; 2024Q4: 7,048 shares; 2025Q1: 7,234 shares; 2025Q2: 8,195 shares; 2025Q3: 8,443 shares; 2025Q4: 8,606 shares 8,606 $1.58M 0.12% +163 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: 139,044 shares; 2024Q4: 141,716 shares; 2025Q1: 85,541 shares; 2025Q2: 77,628 shares; 2025Q3: 73,422 shares; 2025Q4: 67,302 shares 67,302 $1.55M 0.11% -6,120 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: 2,026 shares; 2024Q4: 2,020 shares; 2025Q1: 2,056 shares; 2025Q2: 2,110 shares; 2025Q3: 2,184 shares; 2025Q4: 2,700 shares 2,700 $1.55M 0.11% +516 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: 16,881 shares; 2024Q4: 16,969 shares; 2025Q1: 19,039 shares; 2025Q2: 20,417 shares; 2025Q3: 20,872 shares; 2025Q4: 20,011 shares 20,011 $1.54M 0.11% -861 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,205 shares; 2025Q1: 7,357 shares; 2025Q2: 8,408 shares; 2025Q3: 8,757 shares; 2025Q4: 8,594 shares 8,594 $1.53M 0.11% -163 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: 89,344 shares; 2024Q4: 93,802 shares; 2025Q1: 16,497 shares; 2025Q2: 27,646 shares; 2025Q3: 17,690 shares; 2025Q4: 17,416 shares 17,416 $1.52M 0.11% -274 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,041 shares; 2024Q4: 11,976 shares; 2025Q1: 11,901 shares; 2025Q2: 11,901 shares; 2025Q3: 11,677 shares; 2025Q4: 11,446 shares 11,446 $1.52M 0.11% -231 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,524 shares; 2025Q2: 57,578 shares; 2025Q3: 38,642 shares; 2025Q4: 30,337 shares 30,337 $1.48M 0.11% -8,305 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,392 shares; 2025Q1: 1,539 shares; 2025Q2: 5,248 shares; 2025Q3: 7,540 shares; 2025Q4: 7,613 shares 7,613 $1.45M 0.11% +73 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: 11,183 shares; 2024Q4: 11,147 shares; 2025Q1: 11,007 shares; 2025Q2: 11,093 shares; 2025Q3: 11,441 shares; 2025Q4: 11,604 shares 11,604 $1.42M 0.1% +163 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: 20,322 shares; 2024Q4: 20,298 shares; 2025Q1: 17,784 shares; 2025Q2: 17,099 shares; 2025Q3: 15,526 shares; 2025Q4: 14,879 shares 14,879 $1.4M 0.1% -647 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,899 shares; 2025Q2: 29,540 shares; 2025Q3: 28,809 shares; 2025Q4: 29,499 shares 29,499 $1.38M 0.1% +690 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: 1,203 shares; 2024Q4: 1,211 shares; 2025Q1: 1,263 shares; 2025Q2: 1,288 shares; 2025Q3: 1,502 shares; 2025Q4: 1,564 shares 1,564 $1.37M 0.1% +62 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,501 shares; 2024Q4: 20,609 shares; 2025Q1: 19,781 shares; 2025Q2: 18,635 shares; 2025Q3: 18,954 shares; 2025Q4: 18,571 shares 18,571 $1.37M 0.1% -383 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 6,284 shares; 2025Q1: 6,083 shares; 2025Q2: 7,336 shares; 2025Q3: 7,666 shares; 2025Q4: 7,639 shares 7,639 $1.36M 0.1% -27 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 5,790 shares; 2025Q1: 5,690 shares; 2025Q2: 5,504 shares; 2025Q3: 5,493 shares; 2025Q4: 5,481 shares 5,481 $1.35M 0.1% -12 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: 3,334 shares; 2024Q4: 3,605 shares; 2025Q1: 3,683 shares; 2025Q2: 3,899 shares; 2025Q3: 3,969 shares; 2025Q4: 3,857 shares 3,857 $1.35M 0.1% -112 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 11,173 shares; 2025Q4: 18,835 shares 18,835 $1.33M 0.1% +7,662 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,445 shares; 2025Q1: 3,330 shares; 2025Q2: 3,182 shares; 2025Q3: 3,083 shares; 2025Q4: 2,987 shares 2,987 $1.33M 0.1% -96 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: 2,517 shares; 2024Q4: 2,904 shares; 2025Q1: 2,939 shares; 2025Q2: 3,566 shares; 2025Q3: 4,286 shares; 2025Q4: 4,004 shares 4,004 $1.32M 0.1% -282 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: 5,163 shares; 2024Q4: 5,112 shares; 2025Q1: 4,955 shares; 2025Q2: 4,939 shares; 2025Q3: 4,944 shares; 2025Q4: 4,920 shares 4,920 $1.29M 0.09% -24 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: 234,140 shares; 2024Q4: 246,287 shares; 2025Q1: 196,830 shares; 2025Q2: 21,216 shares; 2025Q3: 18,357 shares; 2025Q4: 17,748 shares 17,748 $1.29M 0.09% -609 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 32,802 shares; 2025Q3: 54,762 shares; 2025Q4: 57,565 shares 57,565 $1.28M 0.09% +2,803 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: 2,093 shares; 2024Q4: 2,626 shares; 2025Q1: 3,727 shares; 2025Q2: 3,729 shares; 2025Q3: 3,730 shares; 2025Q4: 2,627 shares 2,627 $1.24M 0.09% -1,103 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,590 shares; 2024Q4: 11,434 shares; 2025Q1: 10,571 shares; 2025Q2: 10,111 shares; 2025Q3: 10,150 shares; 2025Q4: 10,100 shares 10,100 $1.24M 0.09% -50 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,856 shares; 2025Q3: 47,667 shares; 2025Q4: 50,194 shares 50,194 $1.24M 0.09% +2,527 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: 20,997 shares; 2024Q4: 20,997 shares; 2025Q1: 21,452 shares; 2025Q2: 26,850 shares; 2025Q3: 26,850 shares; 2025Q4: 26,423 shares 26,423 $1.24M 0.09% -427 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: 14,861 shares; 2024Q4: 17,504 shares; 2025Q1: 17,467 shares; 2025Q2: 21,534 shares; 2025Q3: 24,258 shares; 2025Q4: 26,358 shares 26,358 $1.24M 0.09% +2,100 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,659 shares; 2024Q4: 9,637 shares; 2025Q1: 9,631 shares; 2025Q2: 9,674 shares; 2025Q3: 9,834 shares; 2025Q4: 10,446 shares 10,446 $1.22M 0.09% +612 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: 2,793 shares; 2024Q4: 3,283 shares; 2025Q1: 6,502 shares; 2025Q2: 6,450 shares; 2025Q3: 6,921 shares; 2025Q4: 3,551 shares 3,551 $1.22M 0.09% -3,370 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: 4,265 shares; 2024Q4: 4,170 shares; 2025Q1: 4,581 shares; 2025Q2: 5,288 shares; 2025Q3: 4,799 shares; 2025Q4: 4,427 shares 4,427 $1.21M 0.09% -372 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: 25,328 shares; 2024Q4: 33,603 shares; 2025Q1: 27,111 shares; 2025Q2: 28,126 shares; 2025Q3: 27,788 shares; 2025Q4: 26,548 shares 26,548 $1.18M 0.09% -1,240 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,673 shares; 2024Q4: 13,350 shares; 2025Q1: 13,132 shares; 2025Q2: 12,018 shares; 2025Q3: 12,225 shares; 2025Q4: 12,144 shares 12,144 $1.17M 0.09% -81 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 48,447 shares; 2025Q3: 76,272 shares; 2025Q4: 80,210 shares 80,210 $1.15M 0.08% +3,938 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,715 shares; 2024Q4: 11,940 shares; 2025Q1: 11,942 shares; 2025Q2: 12,298 shares; 2025Q3: 12,860 shares; 2025Q4: 12,764 shares 12,764 $1.11M 0.08% -96 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: 5,985 shares; 2024Q4: 6,050 shares; 2025Q1: 6,239 shares; 2025Q2: 6,137 shares; 2025Q3: 6,343 shares; 2025Q4: 6,478 shares 6,478 $1.11M 0.08% +135 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: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 3,036 shares; 2025Q2: 3,515 shares; 2025Q3: 3,693 shares; 2025Q4: 3,505 shares 3,505 $1.1M 0.08% -188 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: 3,183 shares; 2024Q4: 3,179 shares; 2025Q1: 3,500 shares; 2025Q2: 4,015 shares; 2025Q3: 4,254 shares; 2025Q4: 4,241 shares 4,241 $1.09M 0.08% -13 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,195 shares; 2024Q4: 12,850 shares; 2025Q1: 12,824 shares; 2025Q2: 12,922 shares; 2025Q3: 13,158 shares; 2025Q4: 13,296 shares 13,296 $1.07M 0.08% +138 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,538 shares; 2024Q4: 25,446 shares; 2025Q1: 21,488 shares; 2025Q2: 20,649 shares; 2025Q3: 20,915 shares; 2025Q4: 18,505 shares 18,505 $1.06M 0.08% -2,410 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,583 shares; 2024Q4: 18,939 shares; 2025Q1: 18,961 shares; 2025Q2: 18,757 shares; 2025Q3: 19,302 shares; 2025Q4: 19,668 shares 19,668 $1.05M 0.08% +366 Timeline HDV 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: 4,343 shares; 2025Q1: 8,534 shares; 2025Q2: 8,938 shares; 2025Q3: 8,603 shares; 2025Q4: 8,615 shares 8,615 $1.05M 0.08% +12 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: 17,659 shares; 2024Q4: 12,599 shares; 2025Q1: 11,270 shares; 2025Q2: 6,835 shares; 2025Q3: 6,985 shares; 2025Q4: 6,713 shares 6,713 $1.02M 0.07% -272 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: 3,048 shares; 2024Q4: 2,889 shares; 2025Q1: 11,063 shares; 2025Q2: 9,418 shares; 2025Q3: 8,077 shares; 2025Q4: 7,836 shares 7,836 $1.01M 0.07% -241 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 7,849 shares; 2025Q1: 7,472 shares; 2025Q2: 7,489 shares; 2025Q3: 16,794 shares; 2025Q4: 19,778 shares 19,778 $1M 0.07% +2,984 Timeline PFM 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: 15,603 shares; 2024Q4: 17,174 shares; 2025Q1: 18,485 shares; 2025Q2: 20,403 shares; 2025Q3: 19,539 shares; 2025Q4: 19,434 shares 19,434 $1M 0.07% -105 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: not reported; 2024Q4: not reported; 2025Q1: 34,818 shares; 2025Q2: 43,813 shares; 2025Q3: 41,371 shares; 2025Q4: 41,118 shares 41,118 $988K 0.07% -253 Timeline IGRO 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: 51,000 shares; 2024Q4: 55,303 shares; 2025Q1: 47,275 shares; 2025Q2: 69,654 shares; 2025Q3: 22,298 shares; 2025Q4: 11,735 shares 11,735 $971K 0.07% -10,563 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 5,307 shares; 2025Q1: 5,389 shares; 2025Q2: 5,677 shares; 2025Q3: 7,951 shares; 2025Q4: 8,183 shares 8,183 $944K 0.07% +232 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,450 shares; 2025Q3: 11,394 shares; 2025Q4: 11,908 shares 11,908 $937K 0.07% +514 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: 791 shares; 2024Q4: 896 shares; 2025Q1: 917 shares; 2025Q2: 1,043 shares; 2025Q3: 1,065 shares; 2025Q4: 1,084 shares 1,084 $935K 0.07% +19 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,911 shares; 2024Q4: 13,114 shares; 2025Q1: 12,138 shares; 2025Q2: 11,068 shares; 2025Q3: 10,855 shares; 2025Q4: 11,803 shares 11,803 $933K 0.07% +948 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,844 shares; 2025Q1: 2,965 shares; 2025Q2: 3,349 shares; 2025Q3: 3,450 shares; 2025Q4: 3,402 shares 3,402 $923K 0.07% -48 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: 11,964 shares; 2024Q4: 12,127 shares; 2025Q1: 11,838 shares; 2025Q2: 11,123 shares; 2025Q3: 11,001 shares; 2025Q4: 10,607 shares 10,607 $915K 0.07% -394 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,539 shares; 2024Q4: 16,201 shares; 2025Q1: 15,577 shares; 2025Q2: 15,192 shares; 2025Q3: 14,797 shares; 2025Q4: 13,279 shares 13,279 $904K 0.07% -1,518 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: not reported; 2024Q4: 7,956 shares; 2025Q1: 28,602 shares; 2025Q2: 16,157 shares; 2025Q3: 15,990 shares; 2025Q4: 15,990 shares 15,990 $875K 0.06% 0 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,434 shares 12,434 $855K 0.06% new 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: 31,221 shares; 2024Q4: 31,221 shares; 2025Q1: 28,200 shares; 2025Q2: 28,200 shares; 2025Q3: 28,200 shares; 2025Q4: 25,749 shares 25,749 $843K 0.06% -2,451 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 10,182 shares; 2025Q1: 15,365 shares; 2025Q2: 12,632 shares; 2025Q3: 11,089 shares; 2025Q4: 10,736 shares 10,736 $836K 0.06% -353 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: 3,403 shares; 2024Q4: 3,344 shares; 2025Q1: 3,342 shares; 2025Q2: 3,597 shares; 2025Q3: 3,802 shares; 2025Q4: 3,903 shares 3,903 $815K 0.06% +101 Timeline MUNI 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: not reported; 2024Q4: 39,592 shares; 2025Q1: 58,592 shares; 2025Q2: 7,255 shares; 2025Q3: 14,067 shares; 2025Q4: 15,404 shares 15,404 $807K 0.06% +1,337 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: 9,022 shares; 2024Q4: 9,083 shares; 2025Q1: 9,752 shares; 2025Q2: 9,765 shares; 2025Q3: 9,816 shares; 2025Q4: 9,500 shares 9,500 $804K 0.06% -316 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,468 shares; 2024Q4: 65,568 shares; 2025Q1: 63,895 shares; 2025Q2: 32,552 shares; 2025Q3: 15,730 shares; 2025Q4: 30,629 shares 30,629 $789K 0.06% +14,899 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,804 shares; 2025Q4: 28,347 shares 28,347 $778K 0.06% +14,543 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: 415 shares; 2024Q4: 652 shares; 2025Q1: 802 shares; 2025Q2: 867 shares; 2025Q3: 842 shares; 2025Q4: 8,094 shares 8,094 $759K 0.06% +7,252 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: 7,556 shares; 2024Q4: 7,556 shares; 2025Q1: 7,636 shares; 2025Q2: 7,397 shares; 2025Q3: 7,397 shares; 2025Q4: 10,037 shares 10,037 $757K 0.06% +2,640 Timeline IBMO 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: 33,043 shares; 2024Q4: 30,288 shares; 2025Q1: 25,689 shares; 2025Q2: 25,536 shares; 2025Q3: 24,791 shares; 2025Q4: 29,533 shares 29,533 $757K 0.06% +4,742 Timeline IBMP 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: 31,491 shares; 2024Q4: 29,001 shares; 2025Q1: 24,546 shares; 2025Q2: 24,393 shares; 2025Q3: 24,864 shares; 2025Q4: 29,687 shares 29,687 $754K 0.06% +4,823 Timeline IBMR 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: 27,701 shares; 2025Q1: 25,042 shares; 2025Q2: 24,895 shares; 2025Q3: 24,140 shares; 2025Q4: 28,920 shares 28,920 $735K 0.05% +4,780 Timeline IBMQ 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: 31,298 shares; 2024Q4: 28,935 shares; 2025Q1: 24,386 shares; 2025Q2: 24,308 shares; 2025Q3: 23,654 shares; 2025Q4: 28,756 shares 28,756 $735K 0.05% +5,102 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,764 shares; 2025Q1: 4,407 shares; 2025Q2: 3,898 shares; 2025Q3: 3,888 shares; 2025Q4: 3,769 shares 3,769 $731K 0.05% -119 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,592 shares; 2024Q4: 31,972 shares; 2025Q1: 34,095 shares; 2025Q2: 32,464 shares; 2025Q3: 20,660 shares; 2025Q4: 23,993 shares 23,993 $717K 0.05% +3,333 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 15,366 shares; 2025Q4: 14,438 shares 14,438 $715K 0.05% -928 Timeline IBMS 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: 27,194 shares 27,194 $709K 0.05% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,885 shares; 2025Q1: 4,740 shares; 2025Q2: 4,913 shares; 2025Q3: 5,135 shares; 2025Q4: 5,236 shares 5,236 $676K 0.05% +101 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 12,352 shares; 2025Q1: 9,988 shares; 2025Q2: 8,843 shares; 2025Q3: 6,668 shares; 2025Q4: 6,828 shares 6,828 $667K 0.05% +160 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: not reported; 2024Q4: not reported; 2025Q1: 26,595 shares; 2025Q2: 27,714 shares; 2025Q3: 26,608 shares; 2025Q4: 26,157 shares 26,157 $662K 0.05% -451 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 4,006 shares; 2025Q1: 5,603 shares; 2025Q2: 6,781 shares; 2025Q3: 7,113 shares; 2025Q4: 6,994 shares 6,994 $655K 0.05% -119 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: 22,588 shares; 2024Q4: 22,714 shares; 2025Q1: 24,582 shares; 2025Q2: 23,622 shares; 2025Q3: 31,396 shares; 2025Q4: 26,293 shares 26,293 $653K 0.05% -5,103 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: not reported; 2024Q4: 14,528 shares; 2025Q1: 22,243 shares; 2025Q2: 21,686 shares; 2025Q3: 15,569 shares; 2025Q4: 14,337 shares 14,337 $652K 0.05% -1,232 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 7,627 shares; 2025Q1: 6,197 shares; 2025Q2: 7,577 shares; 2025Q3: 7,696 shares; 2025Q4: 7,634 shares 7,634 $643K 0.05% -62 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,785 shares; 2025Q1: 45,494 shares; 2025Q2: 32,467 shares; 2025Q3: 31,773 shares; 2025Q4: 23,399 shares 23,399 $637K 0.05% -8,374 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: 4,204 shares; 2025Q1: 4,173 shares; 2025Q2: 4,184 shares; 2025Q3: 3,821 shares; 2025Q4: 3,624 shares 3,624 $620K 0.05% -197 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: 1,400 shares; 2024Q4: 1,499 shares; 2025Q1: 2,119 shares; 2025Q2: 2,272 shares; 2025Q3: 2,413 shares; 2025Q4: 2,401 shares 2,401 $619K 0.05% -12 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: 5,961 shares; 2024Q4: 7,466 shares; 2025Q1: 7,660 shares; 2025Q2: 9,492 shares; 2025Q3: 9,294 shares; 2025Q4: 9,132 shares 9,132 $616K 0.04% -162 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: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares 799 $602K 0.04% 0 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: 2,518 shares; 2024Q4: 2,524 shares; 2025Q1: 2,476 shares; 2025Q2: 2,505 shares; 2025Q3: 2,395 shares; 2025Q4: 3,691 shares 3,691 $592K 0.04% +1,296 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: 884 shares; 2024Q4: 1,016 shares; 2025Q1: 1,012 shares; 2025Q2: 1,057 shares; 2025Q3: 1,075 shares; 2025Q4: 1,030 shares 1,030 $588K 0.04% -45 Timeline IXN 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: 6,020 shares; 2024Q4: 5,801 shares; 2025Q1: 5,569 shares; 2025Q2: 5,561 shares; 2025Q3: 5,561 shares; 2025Q4: 5,561 shares 5,561 $584K 0.04% 0 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: 2,978 shares; 2024Q4: 2,978 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares 2,989 $573K 0.04% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,427 shares; 2024Q4: 9,329 shares; 2025Q1: 7,942 shares; 2025Q2: 6,997 shares; 2025Q3: 6,838 shares; 2025Q4: 5,542 shares 5,542 $567K 0.04% -1,296 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: 14,384 shares; 2024Q4: 14,242 shares; 2025Q1: 12,433 shares; 2025Q2: 9,337 shares; 2025Q3: 9,261 shares; 2025Q4: 8,462 shares 8,462 $566K 0.04% -799 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,065 shares; 2025Q4: 8,046 shares 8,046 $561K 0.04% +3,981 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 7,226 shares; 2025Q1: 7,160 shares; 2025Q2: 7,454 shares; 2025Q3: 7,402 shares; 2025Q4: 7,442 shares 7,442 $551K 0.04% +40 Timeline IVLU 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: 6,785 shares; 2024Q4: 15,956 shares; 2025Q1: 14,028 shares; 2025Q2: 15,151 shares; 2025Q3: 14,806 shares; 2025Q4: 14,474 shares 14,474 $551K 0.04% -332 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,495 shares; 2025Q1: 2,501 shares; 2025Q2: 2,525 shares; 2025Q3: 2,639 shares; 2025Q4: 2,639 shares 2,639 $532K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,954 shares; 2025Q1: 2,276 shares; 2025Q2: 2,326 shares; 2025Q3: 2,480 shares; 2025Q4: 2,380 shares 2,380 $517K 0.04% -100 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,049 shares; 2024Q4: 22,720 shares; 2025Q1: 23,549 shares; 2025Q2: 23,316 shares; 2025Q3: 23,379 shares; 2025Q4: 20,706 shares 20,706 $516K 0.04% -2,673 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: 1,070 shares; 2024Q4: 1,091 shares; 2025Q1: 689 shares; 2025Q2: 767 shares; 2025Q3: 878 shares; 2025Q4: 1,053 shares 1,053 $509K 0.04% +175 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 10,080 shares; 2025Q1: 9,817 shares; 2025Q2: 10,171 shares; 2025Q3: 10,554 shares; 2025Q4: 10,812 shares 10,812 $506K 0.04% +258 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,170 shares; 2024Q4: 24,691 shares; 2025Q1: 25,549 shares; 2025Q2: 12,199 shares; 2025Q3: 11,397 shares; 2025Q4: 9,331 shares 9,331 $503K 0.04% -2,066 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: 14,605 shares; 2024Q4: 14,605 shares; 2025Q1: 14,605 shares; 2025Q2: 14,605 shares; 2025Q3: 14,605 shares; 2025Q4: 14,605 shares 14,605 $500K 0.04% 0 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 9,763 shares; 2025Q4: 9,789 shares 9,789 $492K 0.04% +26 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: not reported; 2024Q4: not reported; 2025Q1: 1,595 shares; 2025Q2: 1,612 shares; 2025Q3: 1,596 shares; 2025Q4: 1,596 shares 1,596 $485K 0.04% 0 Timeline IMCG 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: 6,319 shares; 2025Q2: 6,312 shares; 2025Q3: 6,232 shares; 2025Q4: 6,052 shares 6,052 $483K 0.04% -180 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 5,981 shares; 2025Q1: 4,185 shares; 2025Q2: 4,185 shares; 2025Q3: 4,185 shares; 2025Q4: 4,185 shares 4,185 $482K 0.04% 0 Timeline ITM 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: 13,567 shares; 2024Q4: 15,057 shares; 2025Q1: 29,075 shares; 2025Q2: 10,537 shares; 2025Q3: 9,977 shares; 2025Q4: 9,980 shares 9,980 $471K 0.03% +3 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,328 shares; 2025Q1: 5,935 shares; 2025Q2: 7,529 shares; 2025Q3: 7,840 shares; 2025Q4: 6,859 shares 6,859 $453K 0.03% -981 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 4,554 shares; 2025Q1: 4,555 shares; 2025Q2: 4,655 shares; 2025Q3: 4,716 shares; 2025Q4: 4,874 shares 4,874 $451K 0.03% +158 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: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 4,433 shares; 2025Q2: 4,441 shares; 2025Q3: 4,449 shares; 2025Q4: 3,107 shares 3,107 $446K 0.03% -1,342 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 4,578 shares; 2025Q1: 3,829 shares; 2025Q2: 3,058 shares; 2025Q3: 3,061 shares; 2025Q4: 2,992 shares 2,992 $446K 0.03% -69 Timeline QUS 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: 2,511 shares; 2024Q4: 2,511 shares; 2025Q1: 2,511 shares; 2025Q2: 2,511 shares; 2025Q3: 2,511 shares; 2025Q4: 2,511 shares 2,511 $437K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,070 shares; 2025Q1: 4,925 shares; 2025Q2: 4,884 shares; 2025Q3: 4,936 shares; 2025Q4: 5,260 shares 5,260 $427K 0.03% +324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,802 shares; 2025Q4: 8,430 shares 8,430 $417K 0.03% +3,628 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,657 shares; 2024Q4: 8,892 shares; 2025Q1: 4,813 shares; 2025Q2: 4,813 shares; 2025Q3: 4,808 shares; 2025Q4: 4,808 shares 4,808 $416K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,790 shares; 2025Q1: 1,718 shares; 2025Q2: 1,207 shares; 2025Q3: 1,193 shares; 2025Q4: 2,383 shares 2,383 $413K 0.03% +1,190 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 5,944 shares; 2025Q1: 5,953 shares; 2025Q2: 5,571 shares; 2025Q3: 5,517 shares; 2025Q4: 5,517 shares 5,517 $405K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 4,555 shares; 2025Q1: 4,494 shares; 2025Q2: 4,160 shares; 2025Q3: 4,268 shares; 2025Q4: 4,056 shares 4,056 $402K 0.03% -212 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,706 shares; 2025Q1: 4,785 shares; 2025Q2: 11,441 shares; 2025Q3: 10,094 shares; 2025Q4: 9,873 shares 9,873 $396K 0.03% -221 Timeline IBTG 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: 13,840 shares; 2024Q4: 13,840 shares; 2025Q1: 17,560 shares; 2025Q2: 17,536 shares; 2025Q3: 17,067 shares; 2025Q4: 17,267 shares 17,267 $395K 0.03% +200 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 583 shares; 2025Q3: 635 shares; 2025Q4: 1,114 shares 1,114 $392K 0.03% +479 Timeline IBTH 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: 14,001 shares; 2024Q4: 14,001 shares; 2025Q1: 17,806 shares; 2025Q2: 17,514 shares; 2025Q3: 17,035 shares; 2025Q4: 17,224 shares 17,224 $387K 0.03% +189 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,060 shares; 2025Q1: 3,169 shares; 2025Q2: 3,582 shares; 2025Q3: 4,304 shares; 2025Q4: 5,209 shares 5,209 $385K 0.03% +905 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 2,912 shares; 2025Q1: 2,907 shares; 2025Q2: 3,044 shares; 2025Q3: 3,198 shares; 2025Q4: 3,292 shares 3,292 $382K 0.03% +94 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,287 shares; 2025Q1: 1,175 shares; 2025Q2: 1,260 shares; 2025Q3: 1,271 shares; 2025Q4: 1,414 shares 1,414 $379K 0.03% +143 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: not reported; 2024Q4: 2,259 shares; 2025Q1: 2,281 shares; 2025Q2: 1,986 shares; 2025Q3: 1,965 shares; 2025Q4: 3,302 shares 3,302 $376K 0.03% +1,337 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: 1,645 shares; 2024Q4: 2,100 shares; 2025Q1: 2,478 shares; 2025Q2: 2,464 shares; 2025Q3: 2,561 shares; 2025Q4: 2,445 shares 2,445 $370K 0.03% -116 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 840 shares; 2025Q3: 1,061 shares; 2025Q4: 983 shares 983 $364K 0.03% -78 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,495 shares; 2025Q1: 8,082 shares; 2025Q2: 7,006 shares; 2025Q3: 6,902 shares; 2025Q4: 6,321 shares 6,321 $356K 0.03% -581 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,350 shares; 2025Q1: 2,538 shares; 2025Q2: 2,549 shares; 2025Q3: 3,284 shares; 2025Q4: 3,572 shares 3,572 $355K 0.03% +288 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: 6,486 shares; 2025Q1: 5,802 shares; 2025Q2: 5,446 shares; 2025Q3: 5,203 shares; 2025Q4: 3,511 shares 3,511 $354K 0.03% -1,692 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: 583 shares; 2024Q4: 573 shares; 2025Q1: 570 shares; 2025Q2: 667 shares; 2025Q3: 647 shares; 2025Q4: 401 shares 401 $352K 0.03% -246 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: 944 shares; 2025Q3: 980 shares; 2025Q4: 1,140 shares 1,140 $351K 0.03% +160 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: 3,246 shares; 2024Q4: 3,178 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 2,876 shares; 2025Q4: 2,876 shares 2,876 $348K 0.03% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 4,338 shares; 2025Q3: 4,338 shares; 2025Q4: 4,337 shares 4,337 $347K 0.03% -1 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: 2,411 shares; 2024Q4: 2,460 shares; 2025Q1: 2,455 shares; 2025Q2: 2,971 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares 2,455 $338K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,790 shares; 2025Q1: 4,802 shares; 2025Q2: 3,809 shares; 2025Q3: 3,756 shares; 2025Q4: 3,227 shares 3,227 $331K 0.02% -529 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,769 shares; 2024Q4: 17,769 shares; 2025Q1: 17,769 shares; 2025Q2: 17,769 shares; 2025Q3: 16,672 shares; 2025Q4: 16,672 shares 16,672 $329K 0.02% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,938 shares; 2025Q1: 1,930 shares; 2025Q2: 1,946 shares; 2025Q3: 1,934 shares; 2025Q4: 1,934 shares 1,934 $328K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,105 shares; 2025Q4: 4,115 shares 4,115 $327K 0.02% +10 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 8,921 shares; 2025Q1: 8,805 shares; 2025Q2: 8,770 shares; 2025Q3: 8,693 shares; 2025Q4: 8,706 shares 8,706 $326K 0.02% +13 Timeline PDN 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: 8,700 shares; 2024Q4: 8,476 shares; 2025Q1: 8,211 shares; 2025Q2: 7,839 shares; 2025Q3: 7,853 shares; 2025Q4: 7,669 shares 7,669 $324K 0.02% -184 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,535 shares 3,535 $323K 0.02% new Timeline IBTI 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: 12,822 shares; 2024Q4: 13,027 shares; 2025Q1: 16,939 shares; 2025Q2: 17,004 shares; 2025Q3: 13,885 shares; 2025Q4: 14,309 shares 14,309 $320K 0.02% +424 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,583 shares; 2025Q1: 3,293 shares; 2025Q2: 3,328 shares; 2025Q3: 3,332 shares; 2025Q4: 1,986 shares 1,986 $319K 0.02% -1,346 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 491 shares; 2025Q4: 558 shares 558 $318K 0.02% +67 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 4,945 shares; 2025Q1: not reported; 2025Q2: 4,407 shares; 2025Q3: 4,481 shares; 2025Q4: 4,556 shares 4,556 $317K 0.02% +75 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: 712 shares; 2024Q4: 703 shares; 2025Q1: 772 shares; 2025Q2: 1,109 shares; 2025Q3: 941 shares; 2025Q4: 982 shares 982 $313K 0.02% +41 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 277 shares; 2025Q4: 257 shares 257 $312K 0.02% -20 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,171 shares; 2024Q4: 9,845 shares; 2025Q1: 9,395 shares; 2025Q2: 9,381 shares; 2025Q3: 8,929 shares; 2025Q4: 7,637 shares 7,637 $311K 0.02% -1,292 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 4,272 shares; 2025Q4: 5,047 shares 5,047 $303K 0.02% +775 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,556 shares; 2025Q4: 3,903 shares 3,903 $303K 0.02% +347 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 5,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $299K 0.02% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 6,669 shares; 2025Q1: not reported; 2025Q2: 5,004 shares; 2025Q3: 4,837 shares; 2025Q4: 4,923 shares 4,923 $296K 0.02% +86 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: 1,081 shares; 2024Q4: 1,221 shares; 2025Q1: 1,377 shares; 2025Q2: 1,285 shares; 2025Q3: 1,237 shares; 2025Q4: 1,262 shares 1,262 $292K 0.02% +25 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 5,089 shares; 2025Q1: 6,876 shares; 2025Q2: 7,237 shares; 2025Q3: 5,976 shares; 2025Q4: 5,382 shares 5,382 $290K 0.02% -594 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 7,471 shares; 2025Q1: 4,730 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,040 shares 2,040 $289K 0.02% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,007 shares; 2025Q2: 2,769 shares; 2025Q3: 2,910 shares; 2025Q4: 2,969 shares 2,969 $286K 0.02% +59 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: not reported; 2025Q1: 241 shares; 2025Q2: 218 shares; 2025Q3: 257 shares; 2025Q4: 266 shares 266 $285K 0.02% +9 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,174 shares; 2025Q1: 2,262 shares; 2025Q2: 2,410 shares; 2025Q3: 2,496 shares; 2025Q4: 2,613 shares 2,613 $276K 0.02% +117 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: 2,076 shares; 2024Q4: 2,003 shares; 2025Q1: 2,001 shares; 2025Q2: 1,976 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares 1,949 $275K 0.02% 0 Timeline IBTJ 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: 10,510 shares; 2025Q2: 9,241 shares; 2025Q3: not reported; 2025Q4: 12,404 shares 12,404 $272K 0.02% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 9,502 shares; 2025Q1: 6,896 shares; 2025Q2: 6,358 shares; 2025Q3: 4,080 shares; 2025Q4: 3,890 shares 3,890 $267K 0.02% -190 Timeline EMGF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,934 shares; 2025Q3: 3,726 shares; 2025Q4: 4,597 shares 4,597 $266K 0.02% +871 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,075 shares; 2025Q1: 1,092 shares; 2025Q2: 1,186 shares; 2025Q3: 1,218 shares; 2025Q4: 1,361 shares 1,361 $266K 0.02% +143 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,454 shares; 2024Q4: 5,455 shares; 2025Q1: 5,258 shares; 2025Q2: 5,196 shares; 2025Q3: 5,245 shares; 2025Q4: 5,300 shares 5,300 $265K 0.02% +55 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,586 shares; 2025Q4: 1,760 shares 1,760 $265K 0.02% +174 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,560 shares; 2025Q4: 5,560 shares 5,560 $260K 0.02% 0 Timeline XMLV 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: 5,168 shares; 2024Q4: 4,937 shares; 2025Q1: 4,690 shares; 2025Q2: 4,595 shares; 2025Q3: 4,192 shares; 2025Q4: 4,165 shares 4,165 $260K 0.02% -27 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: 9,488 shares; 2024Q4: 9,619 shares; 2025Q1: 9,429 shares; 2025Q2: 10,076 shares; 2025Q3: 10,888 shares; 2025Q4: 10,942 shares 10,942 $256K 0.02% +54 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,888 shares; 2025Q4: 1,946 shares 1,946 $251K 0.02% +58 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039 shares; 2025Q4: 1,172 shares 1,172 $251K 0.02% +133 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,085 shares; 2024Q4: 13,445 shares; 2025Q1: 7,658 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,395 shares 10,395 $246K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares 846 $241K 0.02% new Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 6,934 shares; 2025Q4: 6,102 shares 6,102 $239K 0.02% -832 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 977 shares 977 $237K 0.02% new Timeline ITA 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: 1,095 shares; 2025Q4: 1,095 shares 1,095 $235K 0.02% 0 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,535 shares; 2025Q2: 2,490 shares; 2025Q3: 2,446 shares; 2025Q4: 2,435 shares 2,435 $230K 0.02% -11 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: 3,548 shares 3,548 $229K 0.02% new 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: 324 shares; 2025Q3: 345 shares; 2025Q4: 343 shares 343 $227K 0.02% -2 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,522 shares; 2025Q1: 2,037 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,170 shares 2,170 $226K 0.02% +85 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 1,734 shares; 2025Q4: 1,746 shares 1,746 $225K 0.02% +12 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,550 shares; 2025Q3: 3,965 shares; 2025Q4: 3,387 shares 3,387 $216K 0.02% -578 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,323 shares; 2025Q3: 2,613 shares; 2025Q4: 2,577 shares 2,577 $211K 0.02% -36 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 296 shares; 2025Q1: 298 shares; 2025Q2: 297 shares; 2025Q3: 245 shares; 2025Q4: 729 shares 729 $209K 0.02% +484 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 2,927 shares; 2025Q2: not reported; 2025Q3: 2,866 shares; 2025Q4: 2,865 shares 2,865 $208K 0.02% -1 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 4,911 shares; 2025Q1: 4,503 shares; 2025Q2: not reported; 2025Q3: 3,092 shares; 2025Q4: 3,084 shares 3,084 $208K 0.02% -8 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares 351 $203K 0.01% new Timeline TXXI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 4,000 shares; 2025Q4: 4,000 shares 4,000 $202K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,242 shares; 2025Q4: 1,243 shares 1,243 $202K 0.01% +1 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,551 shares; 2024Q4: 24,551 shares; 2025Q1: 24,551 shares; 2025Q2: 24,551 shares; 2025Q3: 24,551 shares; 2025Q4: 24,551 shares 24,551 $90.8K 0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE 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: 15,000 shares 15,000 $14.4K <0.01% new Timeline BMEA BIOMEA FUSION INC More: the full row for BIOMEA FUSION 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: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares 11,468 $14.2K <0.01% 0 Timeline