JCPB 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: 1,283,478 shares; 2024Q4: 1,414,819 shares; 2025Q1: 1,427,917 shares; 2025Q2: 1,543,846 shares; 2025Q3: 1,630,316 shares; 2025Q4: 1,707,036 shares 1,707,036 $80.8M 6.4% +76,720 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,921 shares; 2024Q4: 600,199 shares; 2025Q1: 969,997 shares; 2025Q2: 1,008,209 shares; 2025Q3: 1,065,837 shares; 2025Q4: 1,185,872 shares 1,185,872 $52.7M 4.17% +120,035 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,915 shares; 2024Q4: 466,294 shares; 2025Q1: 449,814 shares; 2025Q2: 494,335 shares; 2025Q3: 494,929 shares; 2025Q4: 489,110 shares 489,110 $52.2M 4.13% -5,819 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,217 shares; 2024Q4: 563,921 shares; 2025Q1: 523,959 shares; 2025Q2: 579,123 shares; 2025Q3: 616,143 shares; 2025Q4: 632,792 shares 632,792 $52.1M 4.13% +16,649 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,051 shares; 2024Q4: 754,750 shares; 2025Q1: 767,965 shares; 2025Q2: 830,617 shares; 2025Q3: 879,811 shares; 2025Q4: 884,473 shares 884,473 $50.2M 3.98% +4,662 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,406 shares; 2024Q4: 538,169 shares; 2025Q1: 551,744 shares; 2025Q2: 1,151,515 shares; 2025Q3: 1,301,797 shares; 2025Q4: 1,387,356 shares 1,387,356 $46.9M 3.72% +85,559 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: 121,511 shares; 2024Q4: 122,781 shares; 2025Q1: 127,411 shares; 2025Q2: 124,366 shares; 2025Q3: 126,347 shares; 2025Q4: 125,672 shares 125,672 $42.1M 3.34% -675 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,530 shares; 2024Q4: 732,740 shares; 2025Q1: 749,839 shares; 2025Q2: 806,524 shares; 2025Q3: 846,287 shares; 2025Q4: 879,758 shares 879,758 $40.2M 3.18% +33,471 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: 449,584 shares; 2024Q4: 491,578 shares; 2025Q1: 496,296 shares; 2025Q2: 532,289 shares; 2025Q3: 559,156 shares; 2025Q4: 588,785 shares 588,785 $31.1M 2.46% +29,629 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: 468,615 shares; 2024Q4: 485,319 shares; 2025Q1: 551,890 shares; 2025Q2: 569,181 shares; 2025Q3: 576,590 shares; 2025Q4: 591,164 shares 591,164 $27.7M 2.19% +14,574 Timeline VCRB 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: 133,140 shares; 2024Q4: 186,446 shares; 2025Q1: 213,922 shares; 2025Q2: 177,842 shares; 2025Q3: 259,276 shares; 2025Q4: 279,275 shares 279,275 $21.8M 1.72% +19,999 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: 200,299 shares; 2024Q4: 213,782 shares; 2025Q1: 239,914 shares; 2025Q2: 249,757 shares; 2025Q3: 256,290 shares; 2025Q4: 261,668 shares 261,668 $20.2M 1.6% +5,378 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853,614 shares; 2024Q4: 905,584 shares; 2025Q1: 508,973 shares; 2025Q2: 529,967 shares; 2025Q3: 516,651 shares; 2025Q4: 447,451 shares 447,451 $18.6M 1.47% -69,200 Timeline JMUB 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: 270,815 shares; 2024Q4: 242,072 shares; 2025Q1: 228,271 shares; 2025Q2: 284,980 shares; 2025Q3: 340,629 shares; 2025Q4: 352,699 shares 352,699 $17.8M 1.41% +12,070 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: 67,513 shares; 2024Q4: 71,149 shares; 2025Q1: 69,421 shares; 2025Q2: 72,328 shares; 2025Q3: 77,048 shares; 2025Q4: 79,874 shares 79,874 $15.3M 1.21% +2,826 Timeline JBND 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: 186,257 shares; 2024Q4: 264,989 shares; 2025Q1: 306,491 shares; 2025Q2: 254,980 shares; 2025Q3: 275,735 shares; 2025Q4: 281,089 shares 281,089 $15.2M 1.2% +5,354 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: 26,506 shares; 2024Q4: 30,744 shares; 2025Q1: 29,274 shares; 2025Q2: 28,682 shares; 2025Q3: 28,593 shares; 2025Q4: 30,710 shares 30,710 $14.9M 1.18% +2,117 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: 59,860 shares; 2024Q4: 64,021 shares; 2025Q1: 48,080 shares; 2025Q2: 47,417 shares; 2025Q3: 50,055 shares; 2025Q4: 50,401 shares 50,401 $13.7M 1.09% +346 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: 107,753 shares; 2024Q4: 108,559 shares; 2025Q1: 97,504 shares; 2025Q2: 99,761 shares; 2025Q3: 73,389 shares; 2025Q4: 67,462 shares 67,462 $13.4M 1.06% -5,927 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,408 shares; 2025Q3: 161,512 shares; 2025Q4: 172,709 shares 172,709 $13.1M 1.03% +11,197 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,889 shares; 2024Q4: 217,889 shares; 2025Q1: 180,622 shares; 2025Q2: 194,780 shares; 2025Q3: 153,457 shares; 2025Q4: 144,875 shares 144,875 $13M 1.03% -8,582 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: 172,472 shares; 2024Q4: 186,421 shares; 2025Q1: 192,197 shares; 2025Q2: 202,160 shares; 2025Q3: 204,757 shares; 2025Q4: 206,333 shares 206,333 $12.9M 1.02% +1,576 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: 93,370 shares; 2024Q4: 96,094 shares; 2025Q1: 147,061 shares; 2025Q2: 170,013 shares; 2025Q3: 175,244 shares; 2025Q4: 167,793 shares 167,793 $11.9M 0.94% -7,451 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: 71,080 shares; 2024Q4: 75,420 shares; 2025Q1: 68,266 shares; 2025Q2: 68,460 shares; 2025Q3: 65,977 shares; 2025Q4: 62,089 shares 62,089 $11.6M 0.92% -3,888 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,785 shares; 2024Q4: 119,705 shares; 2025Q1: 126,483 shares; 2025Q2: 131,493 shares; 2025Q3: 128,525 shares; 2025Q4: 138,847 shares 138,847 $10.9M 0.87% +10,322 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: 16,120 shares; 2024Q4: 16,072 shares; 2025Q1: 16,117 shares; 2025Q2: 16,014 shares; 2025Q3: 15,952 shares; 2025Q4: 15,922 shares 15,922 $10.9M 0.86% -30 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: 44,347 shares; 2024Q4: 45,813 shares; 2025Q1: 42,558 shares; 2025Q2: 43,240 shares; 2025Q3: 42,361 shares; 2025Q4: 33,665 shares 33,665 $10.5M 0.83% -8,696 Timeline JPIB 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: 279,070 shares; 2024Q4: 305,380 shares; 2025Q1: 190,032 shares; 2025Q2: 199,320 shares; 2025Q3: 206,210 shares; 2025Q4: 215,157 shares 215,157 $10.5M 0.83% +8,947 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: 158,608 shares; 2024Q4: 154,072 shares; 2025Q1: 158,237 shares; 2025Q2: 162,489 shares; 2025Q3: 170,619 shares; 2025Q4: 169,858 shares 169,858 $9.84M 0.78% -761 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: 105,897 shares; 2024Q4: 103,433 shares; 2025Q1: 130,798 shares; 2025Q2: 145,124 shares; 2025Q3: 144,865 shares; 2025Q4: 136,525 shares 136,525 $9.51M 0.75% -8,340 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: 16,024 shares; 2024Q4: 16,460 shares; 2025Q1: 13,446 shares; 2025Q2: 14,980 shares; 2025Q3: 17,898 shares; 2025Q4: 19,104 shares 19,104 $9.32M 0.74% +1,206 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,073 shares; 2024Q4: 320,487 shares; 2025Q1: 318,919 shares; 2025Q2: 317,556 shares; 2025Q3: 374,191 shares; 2025Q4: 407,545 shares 407,545 $9.11M 0.72% +33,354 Timeline ISTB 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: 153,376 shares; 2024Q4: 180,896 shares; 2025Q1: 198,702 shares; 2025Q2: 165,636 shares; 2025Q3: 179,421 shares; 2025Q4: 182,600 shares 182,600 $8.9M 0.71% +3,179 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: 41,566 shares; 2024Q4: 40,534 shares; 2025Q1: 36,629 shares; 2025Q2: 38,370 shares; 2025Q3: 37,377 shares; 2025Q4: 37,838 shares 37,838 $8.73M 0.69% +461 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: 233,219 shares; 2024Q4: 212,953 shares; 2025Q1: 223,840 shares; 2025Q2: 226,513 shares; 2025Q3: 224,706 shares; 2025Q4: 212,115 shares 212,115 $8.4M 0.67% -12,591 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: 33,226 shares; 2024Q4: 29,869 shares; 2025Q1: 25,343 shares; 2025Q2: 25,598 shares; 2025Q3: 24,733 shares; 2025Q4: 22,168 shares 22,168 $7.67M 0.61% -2,565 Timeline SCMB 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: 111,551 shares; 2024Q4: 306,135 shares; 2025Q1: 234,053 shares; 2025Q2: 207,164 shares; 2025Q3: 271,661 shares; 2025Q4: 294,181 shares 294,181 $7.58M 0.6% +22,520 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,996 shares; 2025Q3: 82,196 shares; 2025Q4: 97,602 shares 97,602 $7.46M 0.59% +15,406 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: 9,620 shares; 2024Q4: 10,410 shares; 2025Q1: 9,253 shares; 2025Q2: 9,615 shares; 2025Q3: 9,781 shares; 2025Q4: 10,686 shares 10,686 $7.05M 0.56% +905 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: 134,616 shares; 2024Q4: 137,339 shares; 2025Q1: 156,799 shares; 2025Q2: 153,881 shares; 2025Q3: 155,509 shares; 2025Q4: 157,452 shares 157,452 $6.7M 0.53% +1,943 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: 22,825 shares; 2024Q4: 22,638 shares; 2025Q1: 49,386 shares; 2025Q2: 75,434 shares; 2025Q3: 81,298 shares; 2025Q4: 85,491 shares 85,491 $6.45M 0.51% +4,193 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: 78,361 shares; 2024Q4: 86,189 shares; 2025Q1: 89,041 shares; 2025Q2: 95,363 shares; 2025Q3: 114,998 shares; 2025Q4: 130,148 shares 130,148 $6.29M 0.5% +15,150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,635 shares; 2025Q4: 137,154 shares 137,154 $5.99M 0.47% +27,519 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: 162,375 shares; 2024Q4: 168,831 shares; 2025Q1: 191,441 shares; 2025Q2: 196,488 shares; 2025Q3: 193,905 shares; 2025Q4: 181,030 shares 181,030 $5.93M 0.47% -12,875 Timeline GARP 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: 70,167 shares; 2025Q4: 86,919 shares 86,919 $5.92M 0.47% +16,752 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: 91,666 shares; 2024Q4: 99,427 shares; 2025Q1: 105,046 shares; 2025Q2: 106,042 shares; 2025Q3: 106,202 shares; 2025Q4: 109,601 shares 109,601 $5.89M 0.47% +3,399 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,301 shares; 2024Q4: 54,788 shares; 2025Q1: 59,821 shares; 2025Q2: 55,306 shares; 2025Q3: 63,947 shares; 2025Q4: 67,957 shares 67,957 $5.69M 0.45% +4,010 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,632 shares; 2024Q4: 68,135 shares; 2025Q1: 74,748 shares; 2025Q2: 74,331 shares; 2025Q3: 76,123 shares; 2025Q4: 76,143 shares 76,143 $5.6M 0.44% +20 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: 60,479 shares; 2024Q4: 53,141 shares; 2025Q1: 48,039 shares; 2025Q2: 48,332 shares; 2025Q3: 50,302 shares; 2025Q4: 49,612 shares 49,612 $5.53M 0.44% -690 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,544 shares; 2024Q4: 191,989 shares; 2025Q1: 195,777 shares; 2025Q2: 187,109 shares; 2025Q3: 199,086 shares; 2025Q4: 209,361 shares 209,361 $5.22M 0.41% +10,275 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: 109,162 shares; 2024Q4: 206,933 shares; 2025Q1: 202,624 shares; 2025Q2: 199,586 shares; 2025Q3: 198,270 shares; 2025Q4: 212,343 shares 212,343 $5.1M 0.4% +14,073 Timeline SPYD 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: 96,873 shares; 2024Q4: 93,418 shares; 2025Q1: 95,936 shares; 2025Q2: 100,602 shares; 2025Q3: 108,232 shares; 2025Q4: 116,294 shares 116,294 $5.03M 0.4% +8,062 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,377 shares; 2024Q4: 58,754 shares; 2025Q1: 60,313 shares; 2025Q2: 59,797 shares; 2025Q3: 61,559 shares; 2025Q4: 59,988 shares 59,988 $4.95M 0.39% -1,571 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: 64,590 shares; 2024Q4: 67,279 shares; 2025Q1: 86,840 shares; 2025Q2: 76,339 shares; 2025Q3: 44,927 shares; 2025Q4: 43,550 shares 43,550 $4.66M 0.37% -1,377 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,210 shares; 2024Q4: 25,086 shares; 2025Q1: 23,586 shares; 2025Q2: 24,184 shares; 2025Q3: 21,101 shares; 2025Q4: 21,786 shares 21,786 $4.61M 0.37% +685 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: not reported; 2024Q4: 32,676 shares; 2025Q1: 30,998 shares; 2025Q2: 39,360 shares; 2025Q3: 65,408 shares; 2025Q4: 76,611 shares 76,611 $4.59M 0.36% +11,203 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: 8,697 shares; 2024Q4: 8,551 shares; 2025Q1: 7,833 shares; 2025Q2: 8,043 shares; 2025Q3: 8,111 shares; 2025Q4: 7,673 shares 7,673 $4.38M 0.35% -438 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: 25,048 shares; 2024Q4: 27,217 shares; 2025Q1: 22,716 shares; 2025Q2: 22,764 shares; 2025Q3: 22,757 shares; 2025Q4: 20,831 shares 20,831 $4.31M 0.34% -1,926 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: 84,947 shares; 2024Q4: 108,705 shares; 2025Q1: 94,769 shares; 2025Q2: 85,928 shares; 2025Q3: 103,024 shares; 2025Q4: 112,047 shares 112,047 $4.27M 0.34% +9,023 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: 28,061 shares; 2024Q4: 30,744 shares; 2025Q1: 28,905 shares; 2025Q2: 25,902 shares; 2025Q3: 27,619 shares; 2025Q4: 26,949 shares 26,949 $4.11M 0.33% -670 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,198 shares; 2024Q4: 22,646 shares; 2025Q1: 27,000 shares; 2025Q2: 27,992 shares; 2025Q3: 28,350 shares; 2025Q4: 26,709 shares 26,709 $4.1M 0.33% -1,641 Timeline SPSB 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: 121,538 shares; 2024Q4: 126,231 shares; 2025Q1: 129,682 shares; 2025Q2: 133,426 shares; 2025Q3: 130,322 shares; 2025Q4: 134,667 shares 134,667 $4.07M 0.32% +4,345 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: 18,105 shares; 2024Q4: 15,494 shares; 2025Q1: 13,101 shares; 2025Q2: 13,105 shares; 2025Q3: 12,672 shares; 2025Q4: 12,434 shares 12,434 $4.01M 0.32% -238 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,040 shares; 2024Q4: 10,502 shares; 2025Q1: 11,435 shares; 2025Q2: 12,604 shares; 2025Q3: 12,911 shares; 2025Q4: 14,329 shares 14,329 $3.8M 0.3% +1,418 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: 39,332 shares; 2024Q4: 39,367 shares; 2025Q1: 38,356 shares; 2025Q2: 38,029 shares; 2025Q3: 38,193 shares; 2025Q4: 38,790 shares 38,790 $3.65M 0.29% +597 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: 25,205 shares; 2024Q4: 25,227 shares; 2025Q1: 24,443 shares; 2025Q2: 24,653 shares; 2025Q3: 24,874 shares; 2025Q4: 24,345 shares 24,345 $3.49M 0.28% -529 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: 4,664 shares; 2024Q4: 3,908 shares; 2025Q1: 3,793 shares; 2025Q2: 3,776 shares; 2025Q3: 3,706 shares; 2025Q4: 2,819 shares 2,819 $3.43M 0.27% -887 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 5,296 shares; 2025Q1: 4,824 shares; 2025Q2: 4,822 shares; 2025Q3: 4,799 shares; 2025Q4: 4,167 shares 4,167 $3.42M 0.27% -632 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: 11,416 shares; 2024Q4: 10,685 shares; 2025Q1: 10,712 shares; 2025Q2: 10,677 shares; 2025Q3: 10,753 shares; 2025Q4: 11,069 shares 11,069 $3.38M 0.27% +316 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: 9,179 shares; 2024Q4: 8,081 shares; 2025Q1: 10,359 shares; 2025Q2: 10,577 shares; 2025Q3: 10,683 shares; 2025Q4: 9,809 shares 9,809 $3.38M 0.27% -874 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: 16,374 shares; 2024Q4: 14,335 shares; 2025Q1: 13,780 shares; 2025Q2: 14,002 shares; 2025Q3: 13,733 shares; 2025Q4: 13,767 shares 13,767 $3.34M 0.26% +34 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: 24,095 shares; 2024Q4: 24,443 shares; 2025Q1: 27,053 shares; 2025Q2: 26,649 shares; 2025Q3: 26,853 shares; 2025Q4: 28,458 shares 28,458 $3.34M 0.26% +1,605 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: 61,426 shares; 2024Q4: 53,346 shares; 2025Q1: 45,013 shares; 2025Q2: 45,783 shares; 2025Q3: 45,693 shares; 2025Q4: 43,165 shares 43,165 $3.32M 0.26% -2,528 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,548 shares; 2025Q1: 26,002 shares; 2025Q2: 30,047 shares; 2025Q3: 29,225 shares; 2025Q4: 25,372 shares 25,372 $3.32M 0.26% -3,853 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 4,199 shares; 2025Q1: 3,349 shares; 2025Q2: 3,510 shares; 2025Q3: 3,353 shares; 2025Q4: 3,093 shares 3,093 $3.32M 0.26% -260 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,925 shares; 2024Q4: 16,236 shares; 2025Q1: 17,058 shares; 2025Q2: 14,847 shares; 2025Q3: 15,227 shares; 2025Q4: 18,823 shares 18,823 $3.3M 0.26% +3,596 Timeline SPHY 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: 98,733 shares; 2024Q4: 108,711 shares; 2025Q1: 114,107 shares; 2025Q2: 127,083 shares; 2025Q3: 130,597 shares; 2025Q4: 138,099 shares 138,099 $3.27M 0.26% +7,502 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: 3,442 shares; 2025Q1: 3,444 shares; 2025Q2: 3,484 shares; 2025Q3: 3,463 shares; 2025Q4: 3,018 shares 3,018 $3.23M 0.26% -445 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,542 shares; 2024Q4: 75,067 shares; 2025Q1: 69,968 shares; 2025Q2: 70,552 shares; 2025Q3: 70,992 shares; 2025Q4: 67,418 shares 67,418 $3.22M 0.26% -3,574 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: 31,715 shares; 2024Q4: 30,956 shares; 2025Q1: 26,171 shares; 2025Q2: 26,544 shares; 2025Q3: 26,895 shares; 2025Q4: 25,792 shares 25,792 $3.17M 0.25% -1,103 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: 30,735 shares; 2024Q4: 30,107 shares; 2025Q1: 29,221 shares; 2025Q2: 29,463 shares; 2025Q3: 30,356 shares; 2025Q4: 31,304 shares 31,304 $3.13M 0.25% +948 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: 12,075 shares; 2024Q4: 14,257 shares; 2025Q1: 14,806 shares; 2025Q2: 16,062 shares; 2025Q3: 17,347 shares; 2025Q4: 21,374 shares 21,374 $3.07M 0.24% +4,027 Timeline SUSB 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: 91,821 shares; 2024Q4: 99,046 shares; 2025Q1: 98,805 shares; 2025Q2: 100,727 shares; 2025Q3: 114,756 shares; 2025Q4: 120,970 shares 120,970 $3.05M 0.24% +6,214 Timeline BBAG 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: 169,458 shares; 2024Q4: 150,829 shares; 2025Q1: 133,633 shares; 2025Q2: 122,312 shares; 2025Q3: 67,105 shares; 2025Q4: 65,245 shares 65,245 $3.03M 0.24% -1,860 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,927 shares; 2024Q4: 13,106 shares; 2025Q1: 16,409 shares; 2025Q2: 17,687 shares; 2025Q3: 17,583 shares; 2025Q4: 19,494 shares 19,494 $3M 0.24% +1,911 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: 26,867 shares; 2024Q4: 26,969 shares; 2025Q1: 29,704 shares; 2025Q2: 30,296 shares; 2025Q3: 30,656 shares; 2025Q4: 28,306 shares 28,306 $2.98M 0.24% -2,350 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: 6,471 shares; 2024Q4: 6,467 shares; 2025Q1: 6,580 shares; 2025Q2: 6,529 shares; 2025Q3: 6,427 shares; 2025Q4: 6,285 shares 6,285 $2.97M 0.24% -142 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: 111,115 shares; 2024Q4: 104,837 shares; 2025Q1: 113,240 shares; 2025Q2: 113,900 shares; 2025Q3: 114,414 shares; 2025Q4: 114,909 shares 114,909 $2.96M 0.23% +495 Timeline SUSA 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: 22,099 shares; 2024Q4: 21,220 shares; 2025Q1: 21,220 shares; 2025Q2: 21,220 shares; 2025Q3: 21,215 shares; 2025Q4: 21,142 shares 21,142 $2.95M 0.23% -73 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: 3,882 shares; 2024Q4: 3,532 shares; 2025Q1: 3,940 shares; 2025Q2: 3,763 shares; 2025Q3: 3,517 shares; 2025Q4: 9,264 shares 9,264 $2.91M 0.23% +5,747 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: 24,439 shares; 2024Q4: 25,797 shares; 2025Q1: 23,423 shares; 2025Q2: 18,700 shares; 2025Q3: 22,202 shares; 2025Q4: 23,569 shares 23,569 $2.85M 0.23% +1,367 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: 7,307 shares; 2024Q4: 6,415 shares; 2025Q1: 6,588 shares; 2025Q2: 5,594 shares; 2025Q3: 5,427 shares; 2025Q4: 4,966 shares 4,966 $2.84M 0.23% -461 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: 22,255 shares; 2024Q4: 22,059 shares; 2025Q1: 23,039 shares; 2025Q2: 22,999 shares; 2025Q3: 22,314 shares; 2025Q4: 19,733 shares 19,733 $2.83M 0.22% -2,581 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: 32,586 shares; 2024Q4: 37,187 shares; 2025Q1: 28,716 shares; 2025Q2: 29,417 shares; 2025Q3: 30,251 shares; 2025Q4: 29,426 shares 29,426 $2.83M 0.22% -825 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: 68,323 shares; 2024Q4: 79,626 shares; 2025Q1: 78,975 shares; 2025Q2: 79,174 shares; 2025Q3: 79,462 shares; 2025Q4: 85,289 shares 85,289 $2.78M 0.22% +5,827 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,206 shares; 2024Q4: 55,994 shares; 2025Q1: 60,389 shares; 2025Q2: 60,561 shares; 2025Q3: 60,561 shares; 2025Q4: 60,561 shares 60,561 $2.77M 0.22% 0 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: 1,811 shares; 2024Q4: 4,224 shares; 2025Q1: 4,040 shares; 2025Q2: 4,021 shares; 2025Q3: 4,025 shares; 2025Q4: 4,019 shares 4,019 $2.75M 0.22% -6 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 6,604 shares; 2025Q1: 5,902 shares; 2025Q2: 5,864 shares; 2025Q3: 5,861 shares; 2025Q4: 5,847 shares 5,847 $2.74M 0.22% -14 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,995 shares; 2024Q4: 203,050 shares; 2025Q1: 197,225 shares; 2025Q2: 140,416 shares; 2025Q3: 61,055 shares; 2025Q4: 54,271 shares 54,271 $2.73M 0.22% -6,784 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: 15,088 shares; 2024Q4: 17,933 shares; 2025Q1: 17,857 shares; 2025Q2: 17,750 shares; 2025Q3: 19,240 shares; 2025Q4: 18,277 shares 18,277 $2.72M 0.22% -963 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: 231 shares; 2024Q4: not reported; 2025Q1: 2,254 shares; 2025Q2: 2,979 shares; 2025Q3: 3,348 shares; 2025Q4: 3,142 shares 3,142 $2.71M 0.21% -206 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: 170,048 shares; 2024Q4: 173,476 shares; 2025Q1: 138,457 shares; 2025Q2: 95,032 shares; 2025Q3: 57,251 shares; 2025Q4: 56,550 shares 56,550 $2.65M 0.21% -701 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: 28,875 shares; 2024Q4: 18,946 shares; 2025Q1: 16,769 shares; 2025Q2: 15,747 shares; 2025Q3: 15,099 shares; 2025Q4: 14,159 shares 14,159 $2.6M 0.21% -940 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 73,513 shares; 2025Q3: 92,182 shares; 2025Q4: 91,764 shares 91,764 $2.58M 0.2% -418 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,238 shares; 2024Q4: 11,406 shares; 2025Q1: 10,609 shares; 2025Q2: 10,731 shares; 2025Q3: 10,854 shares; 2025Q4: 11,513 shares 11,513 $2.57M 0.2% +659 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: 16,284 shares; 2024Q4: 13,623 shares; 2025Q1: 12,681 shares; 2025Q2: 11,619 shares; 2025Q3: 11,505 shares; 2025Q4: 11,606 shares 11,606 $2.55M 0.2% +101 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,710 shares; 2024Q4: 11,793 shares; 2025Q1: 11,231 shares; 2025Q2: 11,347 shares; 2025Q3: 11,534 shares; 2025Q4: 11,379 shares 11,379 $2.5M 0.2% -155 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,072 shares; 2025Q3: 40,720 shares; 2025Q4: 51,141 shares 51,141 $2.48M 0.2% +10,421 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: 36,779 shares; 2024Q4: 34,264 shares; 2025Q1: 29,868 shares; 2025Q2: 30,088 shares; 2025Q3: 29,628 shares; 2025Q4: 21,339 shares 21,339 $2.48M 0.2% -8,289 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: 9,131 shares; 2024Q4: 8,995 shares; 2025Q1: 8,827 shares; 2025Q2: 9,409 shares; 2025Q3: 9,419 shares; 2025Q4: 9,383 shares 9,383 $2.42M 0.19% -36 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: 29,564 shares; 2024Q4: 30,561 shares; 2025Q1: 31,459 shares; 2025Q2: 43,855 shares; 2025Q3: 31,987 shares; 2025Q4: 32,657 shares 32,657 $2.42M 0.19% +670 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: 3,521 shares; 2024Q4: 5,607 shares; 2025Q1: 5,228 shares; 2025Q2: 13,982 shares; 2025Q3: 19,703 shares; 2025Q4: 23,272 shares 23,272 $2.38M 0.19% +3,569 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,831 shares; 2025Q1: 25,070 shares; 2025Q2: 27,509 shares; 2025Q3: 28,591 shares; 2025Q4: 28,591 shares 28,591 $2.37M 0.19% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,259 shares; 2024Q4: 52,933 shares; 2025Q1: 53,827 shares; 2025Q2: 50,543 shares; 2025Q3: 48,639 shares; 2025Q4: 49,019 shares 49,019 $2.31M 0.18% +380 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: 10,642 shares; 2024Q4: 10,820 shares; 2025Q1: 10,753 shares; 2025Q2: 11,047 shares; 2025Q3: 11,025 shares; 2025Q4: 10,936 shares 10,936 $2.3M 0.18% -89 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,767 shares; 2025Q1: 4,186 shares; 2025Q2: 4,378 shares; 2025Q3: 4,354 shares; 2025Q4: 4,841 shares 4,841 $2.27M 0.18% +487 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: 38,250 shares; 2024Q4: 37,099 shares; 2025Q1: 37,880 shares; 2025Q2: 39,663 shares; 2025Q3: 42,346 shares; 2025Q4: 45,847 shares 45,847 $2.27M 0.18% +3,501 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,092 shares; 2024Q4: 9,315 shares; 2025Q1: 8,403 shares; 2025Q2: 8,798 shares; 2025Q3: 8,928 shares; 2025Q4: 7,707 shares 7,707 $2.23M 0.18% -1,221 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,204 shares; 2024Q4: 10,895 shares; 2025Q1: 9,470 shares; 2025Q2: 11,058 shares; 2025Q3: 11,277 shares; 2025Q4: 10,483 shares 10,483 $2.13M 0.17% -794 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,992 shares; 2024Q4: 39,626 shares; 2025Q1: 40,696 shares; 2025Q2: 42,551 shares; 2025Q3: 48,258 shares; 2025Q4: 46,759 shares 46,759 $2.11M 0.17% -1,499 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 7,528 shares; 2025Q1: 6,717 shares; 2025Q2: 6,844 shares; 2025Q3: 6,958 shares; 2025Q4: 5,818 shares 5,818 $2.08M 0.16% -1,140 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,016 shares; 2024Q4: 62,703 shares; 2025Q1: 53,616 shares; 2025Q2: 54,433 shares; 2025Q3: 54,806 shares; 2025Q4: 55,118 shares 55,118 $2M 0.16% +312 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,655 shares; 2025Q1: 2,338 shares; 2025Q2: 2,422 shares; 2025Q3: 2,465 shares; 2025Q4: 13,022 shares 13,022 $1.99M 0.16% +10,557 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,472 shares; 2024Q4: 20,387 shares; 2025Q1: 23,384 shares; 2025Q2: 22,676 shares; 2025Q3: 23,796 shares; 2025Q4: 24,865 shares 24,865 $1.98M 0.16% +1,069 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,701 shares; 2024Q4: 15,418 shares; 2025Q1: 15,864 shares; 2025Q2: 16,372 shares; 2025Q3: 16,480 shares; 2025Q4: 14,936 shares 14,936 $1.98M 0.16% -1,544 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: 21,844 shares; 2024Q4: 20,729 shares; 2025Q1: 20,322 shares; 2025Q2: 20,254 shares; 2025Q3: 23,655 shares; 2025Q4: 23,897 shares 23,897 $1.92M 0.15% +242 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: 21,260 shares; 2024Q4: 21,033 shares; 2025Q1: 20,013 shares; 2025Q2: 20,569 shares; 2025Q3: 20,776 shares; 2025Q4: 22,045 shares 22,045 $1.9M 0.15% +1,269 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,866 shares; 2024Q4: 11,715 shares; 2025Q1: 12,530 shares; 2025Q2: 13,056 shares; 2025Q3: 17,196 shares; 2025Q4: 16,919 shares 16,919 $1.89M 0.15% -277 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 16,999 shares; 2025Q1: 17,279 shares; 2025Q2: 17,837 shares; 2025Q3: 19,998 shares; 2025Q4: 19,195 shares 19,195 $1.88M 0.15% -803 Timeline IDEV 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: 16,113 shares; 2024Q4: 16,621 shares; 2025Q1: 16,733 shares; 2025Q2: 16,543 shares; 2025Q3: 21,868 shares; 2025Q4: 22,407 shares 22,407 $1.85M 0.15% +539 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,430 shares; 2025Q1: 12,241 shares; 2025Q2: 12,624 shares; 2025Q3: 12,997 shares; 2025Q4: 10,526 shares 10,526 $1.83M 0.14% -2,471 Timeline GLW CORNING INC More: the full row for CORNING 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: 20,844 shares 20,844 $1.83M 0.14% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,358 shares; 2024Q4: 17,959 shares; 2025Q1: 17,941 shares; 2025Q2: 20,901 shares; 2025Q3: 19,073 shares; 2025Q4: 20,375 shares 20,375 $1.8M 0.14% +1,302 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: 15,081 shares; 2024Q4: 12,738 shares; 2025Q1: 12,658 shares; 2025Q2: 11,779 shares; 2025Q3: 11,944 shares; 2025Q4: 11,010 shares 11,010 $1.8M 0.14% -934 Timeline SCHV 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: 12,999 shares; 2024Q4: 39,266 shares; 2025Q1: 40,612 shares; 2025Q2: 42,044 shares; 2025Q3: 58,302 shares; 2025Q4: 60,538 shares 60,538 $1.79M 0.14% +2,236 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,396 shares; 2024Q4: 14,210 shares; 2025Q1: 14,277 shares; 2025Q2: 15,921 shares; 2025Q3: 18,599 shares; 2025Q4: 19,664 shares 19,664 $1.77M 0.14% +1,065 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,557 shares; 2024Q4: 88,594 shares; 2025Q1: 84,907 shares; 2025Q2: 68,774 shares; 2025Q3: 67,767 shares; 2025Q4: 67,196 shares 67,196 $1.76M 0.14% -571 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,485 shares; 2024Q4: 18,066 shares; 2025Q1: 19,267 shares; 2025Q2: 19,267 shares; 2025Q3: 19,119 shares; 2025Q4: 19,190 shares 19,190 $1.72M 0.14% +71 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: 17,520 shares; 2024Q4: 18,889 shares; 2025Q1: 20,279 shares; 2025Q2: 31,545 shares; 2025Q3: 30,636 shares; 2025Q4: 32,371 shares 32,371 $1.64M 0.13% +1,735 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,931 shares; 2024Q4: 18,048 shares; 2025Q1: 15,904 shares; 2025Q2: 15,623 shares; 2025Q3: 16,713 shares; 2025Q4: 17,087 shares 17,087 $1.62M 0.13% +374 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 18,766 shares 18,766 $1.62M 0.13% new 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: 19,978 shares; 2024Q4: 20,553 shares; 2025Q1: 22,892 shares; 2025Q2: 22,895 shares; 2025Q3: 24,112 shares; 2025Q4: 24,457 shares 24,457 $1.61M 0.13% +345 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 11,780 shares 11,780 $1.59M 0.13% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,713 shares; 2025Q1: 4,651 shares; 2025Q2: 5,117 shares; 2025Q3: 4,877 shares; 2025Q4: 5,152 shares 5,152 $1.56M 0.12% +275 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,790 shares 37,790 $1.54M 0.12% new 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: not reported; 2024Q4: 10,709 shares; 2025Q1: 12,940 shares; 2025Q2: 11,902 shares; 2025Q3: 12,607 shares; 2025Q4: 14,982 shares 14,982 $1.54M 0.12% +2,375 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: 19,968 shares; 2024Q4: 20,646 shares; 2025Q1: 20,116 shares; 2025Q2: 20,394 shares; 2025Q3: 19,286 shares; 2025Q4: 19,624 shares 19,624 $1.53M 0.12% +338 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,023 shares; 2024Q4: 25,176 shares; 2025Q1: 33,222 shares; 2025Q2: 30,361 shares; 2025Q3: 35,707 shares; 2025Q4: 40,793 shares 40,793 $1.53M 0.12% +5,086 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: 10,257 shares; 2024Q4: 10,708 shares; 2025Q1: 10,539 shares; 2025Q2: 10,540 shares; 2025Q3: 10,541 shares; 2025Q4: 10,633 shares 10,633 $1.5M 0.12% +92 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 4,209 shares; 2025Q1: 5,471 shares; 2025Q2: 7,300 shares; 2025Q3: 6,047 shares; 2025Q4: 7,110 shares 7,110 $1.49M 0.12% +1,063 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 19,113 shares; 2025Q2: 21,648 shares; 2025Q3: 29,799 shares; 2025Q4: 44,343 shares 44,343 $1.49M 0.12% +14,544 Timeline IBDT 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: 134,685 shares; 2024Q4: 147,084 shares; 2025Q1: 154,071 shares; 2025Q2: 68,830 shares; 2025Q3: 57,431 shares; 2025Q4: 56,443 shares 56,443 $1.44M 0.11% -988 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,153 shares; 2024Q4: 71,536 shares; 2025Q1: 61,853 shares; 2025Q2: 60,898 shares; 2025Q3: 58,252 shares; 2025Q4: 52,837 shares 52,837 $1.42M 0.11% -5,415 Timeline IBDR 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: 146,613 shares; 2024Q4: 162,001 shares; 2025Q1: 168,736 shares; 2025Q2: 81,031 shares; 2025Q3: 62,775 shares; 2025Q4: 57,185 shares 57,185 $1.39M 0.11% -5,590 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,300 shares; 2024Q4: 69,126 shares; 2025Q1: 70,785 shares; 2025Q2: 58,062 shares; 2025Q3: 58,634 shares; 2025Q4: 60,402 shares 60,402 $1.38M 0.11% +1,768 Timeline MET METLIFE INC More: the full row for METLIFE 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: 17,409 shares 17,409 $1.37M 0.11% new Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,489 shares; 2024Q4: 38,658 shares; 2025Q1: 32,596 shares; 2025Q2: 34,333 shares; 2025Q3: 36,698 shares; 2025Q4: 37,906 shares 37,906 $1.37M 0.11% +1,208 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: 8,007 shares; 2024Q4: 14,338 shares; 2025Q1: 13,232 shares; 2025Q2: 16,167 shares; 2025Q3: 15,356 shares; 2025Q4: 14,174 shares 14,174 $1.36M 0.11% -1,182 Timeline IBDS 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: 143,003 shares; 2024Q4: 155,756 shares; 2025Q1: 163,203 shares; 2025Q2: 74,542 shares; 2025Q3: 56,858 shares; 2025Q4: 55,458 shares 55,458 $1.35M 0.11% -1,400 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,228 shares; 2024Q4: 28,912 shares; 2025Q1: 30,003 shares; 2025Q2: 29,945 shares; 2025Q3: 41,650 shares; 2025Q4: 43,427 shares 43,427 $1.32M 0.1% +1,777 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,981 shares 13,981 $1.31M 0.1% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 5,052 shares; 2025Q1: 4,749 shares; 2025Q2: 4,747 shares; 2025Q3: 4,745 shares; 2025Q4: 4,744 shares 4,744 $1.31M 0.1% -1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 27,863 shares; 2025Q1: 29,015 shares; 2025Q2: 31,311 shares; 2025Q3: 40,259 shares; 2025Q4: 39,500 shares 39,500 $1.29M 0.1% -759 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,218 shares 2,218 $1.29M 0.1% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,757 shares; 2024Q4: 42,195 shares; 2025Q1: 40,995 shares; 2025Q2: 30,136 shares; 2025Q3: 19,274 shares; 2025Q4: 17,286 shares 17,286 $1.24M 0.1% -1,988 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: 7,104 shares; 2024Q4: 7,535 shares; 2025Q1: 9,617 shares; 2025Q2: 7,865 shares; 2025Q3: 6,647 shares; 2025Q4: 21,932 shares 21,932 $1.21M 0.1% +15,285 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,099 shares 3,099 $1.21M 0.1% new 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: 2,198 shares; 2024Q4: 1,445 shares; 2025Q1: 1,521 shares; 2025Q2: 3,667 shares; 2025Q3: 2,026 shares; 2025Q4: 1,880 shares 1,880 $1.18M 0.09% -146 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,172 shares 20,172 $1.18M 0.09% new Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,990 shares; 2024Q4: 30,291 shares; 2025Q1: 27,707 shares; 2025Q2: 29,059 shares; 2025Q3: 27,935 shares; 2025Q4: 28,376 shares 28,376 $1.15M 0.09% +441 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: 9,615 shares; 2024Q4: 10,111 shares; 2025Q1: 10,435 shares; 2025Q2: 9,865 shares; 2025Q3: 13,212 shares; 2025Q4: 16,853 shares 16,853 $1.13M 0.09% +3,641 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,721 shares; 2025Q1: 10,060 shares; 2025Q2: 12,273 shares; 2025Q3: 11,530 shares; 2025Q4: 11,080 shares 11,080 $1.13M 0.09% -450 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,428 shares; 2024Q4: 37,546 shares; 2025Q1: 34,732 shares; 2025Q2: 34,786 shares; 2025Q3: 34,786 shares; 2025Q4: 34,786 shares 34,786 $1.1M 0.09% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,722 shares; 2025Q1: 2,472 shares; 2025Q2: 2,434 shares; 2025Q3: 2,139 shares; 2025Q4: 2,163 shares 2,163 $1.09M 0.09% +24 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,249 shares; 2024Q4: 17,419 shares; 2025Q1: 17,056 shares; 2025Q2: 31,655 shares; 2025Q3: 25,940 shares; 2025Q4: 21,563 shares 21,563 $1.09M 0.09% -4,377 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: 18,663 shares; 2024Q4: 16,546 shares; 2025Q1: 17,134 shares; 2025Q2: 18,654 shares; 2025Q3: 24,385 shares; 2025Q4: 24,329 shares 24,329 $1.08M 0.09% -56 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,469 shares; 2024Q4: 24,618 shares; 2025Q1: 24,315 shares; 2025Q2: 28,012 shares; 2025Q3: 31,552 shares; 2025Q4: 34,621 shares 34,621 $1.07M 0.08% +3,069 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: 47,067 shares; 2024Q4: 54,826 shares; 2025Q1: 38,234 shares; 2025Q2: 14,657 shares; 2025Q3: 12,793 shares; 2025Q4: 12,662 shares 12,662 $1.07M 0.08% -131 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 10,280 shares; 2025Q1: 12,084 shares; 2025Q2: 16,844 shares; 2025Q3: 19,238 shares; 2025Q4: 20,848 shares 20,848 $1.05M 0.08% +1,610 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,158 shares; 2024Q4: 20,429 shares; 2025Q1: 21,765 shares; 2025Q2: 21,582 shares; 2025Q3: 21,499 shares; 2025Q4: 22,298 shares 22,298 $1.03M 0.08% +799 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: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 3,680 shares; 2025Q2: 3,700 shares; 2025Q3: 3,684 shares; 2025Q4: 3,700 shares 3,700 $993K 0.08% +16 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 21,701 shares; 2025Q2: 21,701 shares; 2025Q3: 22,126 shares; 2025Q4: 26,479 shares 26,479 $976K 0.08% +4,353 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: not reported; 2024Q4: not reported; 2025Q1: 4,009 shares; 2025Q2: 16,286 shares; 2025Q3: 18,180 shares; 2025Q4: 19,230 shares 19,230 $975K 0.08% +1,050 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,427 shares; 2025Q4: 22,690 shares 22,690 $972K 0.08% +1,263 Timeline IBDU 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: 131,346 shares; 2024Q4: 148,504 shares; 2025Q1: 153,387 shares; 2025Q2: 59,971 shares; 2025Q3: 41,289 shares; 2025Q4: 41,131 shares 41,131 $963K 0.08% -158 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,594 shares; 2024Q4: 45,683 shares; 2025Q1: 43,080 shares; 2025Q2: 31,728 shares; 2025Q3: 21,139 shares; 2025Q4: 20,670 shares 20,670 $950K 0.08% -469 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,367 shares; 2024Q4: 21,670 shares; 2025Q1: 18,313 shares; 2025Q2: 19,638 shares; 2025Q3: 18,275 shares; 2025Q4: 18,723 shares 18,723 $947K 0.08% +448 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,166 shares; 2024Q4: 10,036 shares; 2025Q1: 9,403 shares; 2025Q2: 9,404 shares; 2025Q3: 9,273 shares; 2025Q4: 8,742 shares 8,742 $933K 0.07% -531 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,397 shares; 2025Q1: 7,935 shares; 2025Q2: 10,390 shares; 2025Q3: 15,228 shares; 2025Q4: 15,533 shares 15,533 $889K 0.07% +305 Timeline CBTL CALAMOS ETF TR More: the full row for CALAMOS 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: not reported; 2025Q4: 42,289 shares 42,289 $882K 0.07% new Timeline LDRC 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: 7,896 shares; 2025Q4: 33,986 shares 33,986 $862K 0.07% +26,090 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 10,048 shares; 2025Q1: 10,048 shares; 2025Q2: 10,053 shares; 2025Q3: 10,053 shares; 2025Q4: 10,048 shares 10,048 $824K 0.07% -5 Timeline IBDV 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: 136,743 shares; 2024Q4: 152,907 shares; 2025Q1: 159,093 shares; 2025Q2: 59,317 shares; 2025Q3: 39,333 shares; 2025Q4: 36,790 shares 36,790 $812K 0.06% -2,543 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: 2,558 shares; 2024Q4: 2,610 shares; 2025Q1: 2,498 shares; 2025Q2: 2,441 shares; 2025Q3: 2,299 shares; 2025Q4: 2,573 shares 2,573 $810K 0.06% +274 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: 6,250 shares; 2024Q4: 6,052 shares; 2025Q1: 5,569 shares; 2025Q2: 5,605 shares; 2025Q3: 5,563 shares; 2025Q4: 5,402 shares 5,402 $803K 0.06% -161 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: 9,893 shares; 2024Q4: 26,690 shares; 2025Q1: 21,843 shares; 2025Q2: 24,417 shares; 2025Q3: 31,030 shares; 2025Q4: 29,183 shares 29,183 $800K 0.06% -1,847 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: 15,801 shares; 2024Q4: 15,370 shares; 2025Q1: 14,972 shares; 2025Q2: 14,972 shares; 2025Q3: 15,866 shares; 2025Q4: 15,974 shares 15,974 $799K 0.06% +108 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,305 shares; 2025Q3: 6,113 shares; 2025Q4: 6,193 shares 6,193 $780K 0.06% +80 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: 3,979 shares; 2024Q4: 3,979 shares; 2025Q1: 4,286 shares; 2025Q2: 4,063 shares; 2025Q3: 3,940 shares; 2025Q4: 3,973 shares 3,973 $774K 0.06% +33 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: 16,241 shares; 2024Q4: 15,930 shares; 2025Q1: 15,505 shares; 2025Q2: 15,345 shares; 2025Q3: 17,103 shares; 2025Q4: 16,254 shares 16,254 $762K 0.06% -849 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: 6,215 shares; 2024Q4: 6,241 shares; 2025Q1: 6,576 shares; 2025Q2: 6,169 shares; 2025Q3: 6,169 shares; 2025Q4: 6,169 shares 6,169 $760K 0.06% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,434 shares; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 2,129 shares 2,129 $752K 0.06% -301 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $749K 0.06% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares 1,225 $739K 0.06% 0 Timeline XBB 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: 16,379 shares; 2024Q4: 18,140 shares; 2025Q1: 18,066 shares; 2025Q2: 18,544 shares; 2025Q3: 17,264 shares; 2025Q4: 17,868 shares 17,868 $735K 0.06% +604 Timeline PSK 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: 17,380 shares; 2024Q4: 16,553 shares; 2025Q1: 21,890 shares; 2025Q2: 22,898 shares; 2025Q3: 21,899 shares; 2025Q4: 22,582 shares 22,582 $716K 0.06% +683 Timeline XEMD 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: 14,182 shares; 2024Q4: 15,742 shares; 2025Q1: 15,645 shares; 2025Q2: 16,057 shares; 2025Q3: 14,618 shares; 2025Q4: 15,243 shares 15,243 $680K 0.05% +625 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,182 shares; 2025Q3: 3,065 shares; 2025Q4: 3,259 shares 3,259 $676K 0.05% +194 Timeline IBDW 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: 138,142 shares; 2024Q4: 155,644 shares; 2025Q1: 161,615 shares; 2025Q2: 56,832 shares; 2025Q3: 32,815 shares; 2025Q4: 30,382 shares 30,382 $643K 0.05% -2,433 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,170 shares; 2025Q1: 2,706 shares; 2025Q2: 2,652 shares; 2025Q3: 2,585 shares; 2025Q4: 2,592 shares 2,592 $638K 0.05% +7 Timeline VLUE 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: 5,895 shares; 2024Q4: 5,625 shares; 2025Q1: 4,929 shares; 2025Q2: 4,696 shares; 2025Q3: 4,556 shares; 2025Q4: 4,528 shares 4,528 $619K 0.05% -28 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,101 shares; 2024Q4: 12,409 shares; 2025Q1: 13,490 shares; 2025Q2: 12,985 shares; 2025Q3: 14,910 shares; 2025Q4: 23,559 shares 23,559 $613K 0.05% +8,649 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,964 shares; 2024Q4: 9,692 shares; 2025Q1: 11,526 shares; 2025Q2: 12,411 shares; 2025Q3: 12,871 shares; 2025Q4: 12,655 shares 12,655 $604K 0.05% -216 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: 1,698 shares; 2024Q4: 1,346 shares; 2025Q1: 2,291 shares; 2025Q2: 2,181 shares; 2025Q3: 2,049 shares; 2025Q4: 2,031 shares 2,031 $589K 0.05% -18 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: 4,527 shares; 2024Q4: 7,136 shares; 2025Q1: 7,128 shares; 2025Q2: 6,252 shares; 2025Q3: 6,561 shares; 2025Q4: 7,037 shares 7,037 $571K 0.05% +476 Timeline ESGE 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: 10,330 shares; 2024Q4: 11,589 shares; 2025Q1: 11,032 shares; 2025Q2: 11,347 shares; 2025Q3: 12,764 shares; 2025Q4: 12,905 shares 12,905 $570K 0.05% +141 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: 3,485 shares; 2024Q4: 3,492 shares; 2025Q1: 5,144 shares; 2025Q2: 4,779 shares; 2025Q3: 4,579 shares; 2025Q4: 4,677 shares 4,677 $563K 0.04% +98 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: 8,250 shares; 2024Q4: 7,183 shares; 2025Q1: 8,014 shares; 2025Q2: 8,008 shares; 2025Q3: 7,836 shares; 2025Q4: 7,844 shares 7,844 $560K 0.04% +8 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,631 shares; 2025Q1: 2,614 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,611 shares 2,611 $554K 0.04% 0 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: 4,391 shares; 2024Q4: 4,752 shares; 2025Q1: 4,713 shares; 2025Q2: 4,713 shares; 2025Q3: 4,478 shares; 2025Q4: 4,524 shares 4,524 $550K 0.04% +46 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: 2,002 shares; 2025Q4: 2,472 shares 2,472 $531K 0.04% +470 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: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 2,045 shares; 2025Q2: 2,157 shares; 2025Q3: 2,176 shares; 2025Q4: 2,213 shares 2,213 $506K 0.04% +37 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: 6,300 shares; 2025Q4: 7,795 shares 7,795 $505K 0.04% +1,495 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 3,492 shares; 2025Q1: 3,497 shares; 2025Q2: 3,982 shares; 2025Q3: 3,815 shares; 2025Q4: 4,400 shares 4,400 $492K 0.04% +585 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 5,327 shares; 2025Q1: 4,625 shares; 2025Q2: 4,437 shares; 2025Q3: 3,476 shares; 2025Q4: 3,038 shares 3,038 $484K 0.04% -438 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,754 shares; 2024Q4: 14,754 shares; 2025Q1: 14,754 shares; 2025Q2: 14,754 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $479K 0.04% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,719 shares; 2024Q4: 10,298 shares; 2025Q1: 9,332 shares; 2025Q2: 9,635 shares; 2025Q3: 9,402 shares; 2025Q4: 8,358 shares 8,358 $476K 0.04% -1,044 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 7,838 shares; 2025Q1: 7,810 shares; 2025Q2: 7,293 shares; 2025Q3: 3,500 shares; 2025Q4: 3,313 shares 3,313 $475K 0.04% -187 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,337 shares; 2025Q1: 5,399 shares; 2025Q2: 5,620 shares; 2025Q3: 5,028 shares; 2025Q4: 4,954 shares 4,954 $451K 0.04% -74 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: not reported; 2024Q4: 656 shares; 2025Q1: 639 shares; 2025Q2: 711 shares; 2025Q3: 611 shares; 2025Q4: 598 shares 598 $450K 0.04% -13 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 15,854 shares; 2025Q1: 15,425 shares; 2025Q2: 15,766 shares; 2025Q3: 16,775 shares; 2025Q4: 17,921 shares 17,921 $445K 0.04% +1,146 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 944 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares 920 $442K 0.04% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 973 shares; 2025Q1: 1,048 shares; 2025Q2: 1,032 shares; 2025Q3: 1,015 shares; 2025Q4: 1,062 shares 1,062 $439K 0.03% +47 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 8,971 shares; 2025Q1: 10,291 shares; 2025Q2: 10,468 shares; 2025Q3: 11,397 shares; 2025Q4: 11,741 shares 11,741 $418K 0.03% +344 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,117 shares; 2025Q1: 1,105 shares; 2025Q2: 1,138 shares; 2025Q3: 1,109 shares; 2025Q4: 1,187 shares 1,187 $416K 0.03% +78 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,092 shares; 2025Q1: 1,175 shares; 2025Q2: 1,070 shares; 2025Q3: 1,052 shares; 2025Q4: 1,039 shares 1,039 $412K 0.03% -13 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,717 shares; 2025Q1: 1,717 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares 1,631 $410K 0.03% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 403 shares 403 $407K 0.03% +3 Timeline REET 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: 15,892 shares; 2025Q3: 16,000 shares; 2025Q4: 16,188 shares 16,188 $404K 0.03% +188 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: 4,721 shares; 2024Q4: 4,324 shares; 2025Q1: 4,854 shares; 2025Q2: 4,963 shares; 2025Q3: 4,834 shares; 2025Q4: 5,774 shares 5,774 $404K 0.03% +940 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,407 shares; 2025Q1: 7,407 shares; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares; 2025Q4: 7,407 shares 7,407 $392K 0.03% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 7,187 shares; 2025Q1: 11,367 shares; 2025Q2: 8,408 shares; 2025Q3: 8,679 shares; 2025Q4: 9,387 shares 9,387 $387K 0.03% +708 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,616 shares; 2024Q4: 13,007 shares; 2025Q1: 13,007 shares; 2025Q2: 12,078 shares; 2025Q3: 12,078 shares; 2025Q4: 12,078 shares 12,078 $382K 0.03% 0 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: 4,093 shares; 2024Q4: 3,383 shares; 2025Q1: 3,566 shares; 2025Q2: 3,403 shares; 2025Q3: 3,399 shares; 2025Q4: 3,352 shares 3,352 $382K 0.03% -47 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: 5,686 shares; 2024Q4: 4,911 shares; 2025Q1: 4,625 shares; 2025Q2: 4,606 shares; 2025Q3: 4,412 shares; 2025Q4: 4,220 shares 4,220 $378K 0.03% -192 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: 2,265 shares; 2024Q4: 3,380 shares; 2025Q1: 3,462 shares; 2025Q2: 3,473 shares; 2025Q3: 3,463 shares; 2025Q4: 3,117 shares 3,117 $375K 0.03% -346 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: 14,098 shares; 2024Q4: 12,082 shares; 2025Q1: 10,307 shares; 2025Q2: 9,805 shares; 2025Q3: 9,805 shares; 2025Q4: 9,805 shares 9,805 $373K 0.03% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,891 shares; 2025Q3: 1,732 shares; 2025Q4: 1,921 shares 1,921 $372K 0.03% +189 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: 6,460 shares; 2024Q4: 19,554 shares; 2025Q1: 18,730 shares; 2025Q2: 15,489 shares; 2025Q3: 14,585 shares; 2025Q4: 13,265 shares 13,265 $361K 0.03% -1,320 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,973 shares; 2024Q4: 58,716 shares; 2025Q1: 58,504 shares; 2025Q2: 34,564 shares; 2025Q3: 17,371 shares; 2025Q4: 15,247 shares 15,247 $361K 0.03% -2,124 Timeline IBTK 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: 13,489 shares; 2025Q1: 13,526 shares; 2025Q2: 13,602 shares; 2025Q3: 13,627 shares; 2025Q4: 17,846 shares 17,846 $354K 0.03% +4,219 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,626 shares; 2025Q1: 2,630 shares; 2025Q2: 2,634 shares; 2025Q3: 2,530 shares; 2025Q4: 2,535 shares 2,535 $353K 0.03% +5 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: 5,145 shares; 2024Q4: 5,145 shares; 2025Q1: 5,117 shares; 2025Q2: 5,130 shares; 2025Q3: 4,830 shares; 2025Q4: 4,776 shares 4,776 $346K 0.03% -54 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,523 shares; 2024Q4: 58,088 shares; 2025Q1: 57,884 shares; 2025Q2: 33,876 shares; 2025Q3: 16,690 shares; 2025Q4: 14,572 shares 14,572 $345K 0.03% -2,118 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: 2,049 shares; 2024Q4: 2,049 shares; 2025Q1: 1,802 shares; 2025Q2: 1,725 shares; 2025Q3: 1,738 shares; 2025Q4: 1,745 shares 1,745 $340K 0.03% +7 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: 832 shares; 2024Q4: 830 shares; 2025Q1: 939 shares; 2025Q2: 919 shares; 2025Q3: 917 shares; 2025Q4: 933 shares 933 $328K 0.03% +16 Timeline SCHO 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: 8,259 shares; 2024Q4: 17,145 shares; 2025Q1: 14,035 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares; 2025Q4: 13,439 shares 13,439 $328K 0.03% +689 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,545 shares; 2025Q1: 7,671 shares; 2025Q2: 6,329 shares; 2025Q3: 4,421 shares; 2025Q4: 4,320 shares 4,320 $327K 0.03% -101 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,709 shares 4,709 $327K 0.03% new Timeline IBTL 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: 13,178 shares; 2025Q1: 13,214 shares; 2025Q2: 13,287 shares; 2025Q3: 13,311 shares; 2025Q4: 15,735 shares 15,735 $323K 0.03% +2,424 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 7,225 shares; 2025Q1: 7,243 shares; 2025Q2: 7,298 shares; 2025Q3: 7,299 shares; 2025Q4: 7,395 shares 7,395 $322K 0.03% +96 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: 1,426 shares; 2025Q3: 1,431 shares; 2025Q4: 1,498 shares 1,498 $321K 0.03% +67 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,127 shares; 2025Q4: 7,717 shares 7,717 $320K 0.03% +590 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: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 2,411 shares; 2025Q2: 2,430 shares; 2025Q3: 2,459 shares; 2025Q4: 2,534 shares 2,534 $317K 0.03% +75 Timeline BLV 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: 4,123 shares; 2024Q4: 4,201 shares; 2025Q1: 4,235 shares; 2025Q2: 4,279 shares; 2025Q3: 4,323 shares; 2025Q4: 4,507 shares 4,507 $313K 0.02% +184 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 57 shares 57 $305K 0.02% +2 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,608 shares; 2025Q3: 1,591 shares; 2025Q4: 1,479 shares 1,479 $303K 0.02% -112 Timeline LARK LANDMARK BANCORP INC More: the full row for LANDMARK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,519 shares; 2024Q4: 11,045 shares; 2025Q1: 11,049 shares; 2025Q2: 11,006 shares; 2025Q3: 11,010 shares; 2025Q4: 11,559 shares 11,559 $303K 0.02% +549 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: 3,267 shares; 2024Q4: 2,768 shares; 2025Q1: 2,211 shares; 2025Q2: 2,211 shares; 2025Q3: 1,761 shares; 2025Q4: 1,206 shares 1,206 $302K 0.02% -555 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,739 shares 13,739 $302K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,064 shares; 2025Q2: 4,064 shares; 2025Q3: 4,064 shares; 2025Q4: 4,064 shares 4,064 $301K 0.02% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 6,520 shares; 2025Q1: 4,342 shares; 2025Q2: 4,342 shares; 2025Q3: 4,289 shares; 2025Q4: 4,210 shares 4,210 $298K 0.02% -79 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: 1,491 shares; 2024Q4: 881 shares; 2025Q1: 840 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: 659 shares 659 $296K 0.02% -419 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: not reported; 2024Q4: not reported; 2025Q1: 5,661 shares; 2025Q2: 5,069 shares; 2025Q3: 5,069 shares; 2025Q4: 4,965 shares 4,965 $296K 0.02% -104 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: not reported; 2024Q4: not reported; 2025Q1: 916 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 997 shares 997 $295K 0.02% +18 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,701 shares; 2024Q4: 9,135 shares; 2025Q1: 9,018 shares; 2025Q2: 9,378 shares; 2025Q3: 10,696 shares; 2025Q4: 10,738 shares 10,738 $294K 0.02% +42 Timeline VIGI 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: 3,284 shares; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares 3,203 $293K 0.02% 0 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: not reported; 2024Q4: 3,407 shares; 2025Q1: 3,608 shares; 2025Q2: 3,357 shares; 2025Q3: 3,550 shares; 2025Q4: 3,642 shares 3,642 $292K 0.02% +92 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,041 shares; 2025Q1: 1,015 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 905 shares 905 $292K 0.02% -14 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,397 shares; 2024Q4: 55,661 shares; 2025Q1: 55,453 shares; 2025Q2: 30,742 shares; 2025Q3: 13,841 shares; 2025Q4: 12,198 shares 12,198 $287K 0.02% -1,643 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 864 shares 864 $285K 0.02% new Timeline JSCP 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: 5,973 shares; 2024Q4: 6,019 shares; 2025Q1: 4,606 shares; 2025Q2: 5,528 shares; 2025Q3: 5,796 shares; 2025Q4: 5,919 shares 5,919 $281K 0.02% +123 Timeline AOM 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: 4,724 shares; 2024Q4: 5,793 shares; 2025Q1: 5,857 shares; 2025Q2: 5,414 shares; 2025Q3: 5,663 shares; 2025Q4: 5,847 shares 5,847 $279K 0.02% +184 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: not reported; 2024Q4: not reported; 2025Q1: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 5,933 shares; 2025Q4: 5,929 shares 5,929 $276K 0.02% -4 Timeline AOR 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: 4,139 shares; 2025Q3: 4,148 shares; 2025Q4: 4,118 shares 4,118 $268K 0.02% -30 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 9,686 shares; 2025Q2: 9,686 shares; 2025Q3: 9,686 shares; 2025Q4: 9,686 shares 9,686 $266K 0.02% 0 Timeline IWP 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: 2,098 shares; 2024Q4: 2,197 shares; 2025Q1: 2,139 shares; 2025Q2: 2,053 shares; 2025Q3: 2,028 shares; 2025Q4: 1,930 shares 1,930 $264K 0.02% -98 Timeline BBHY 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: 5,229 shares; 2024Q4: 6,533 shares; 2025Q1: 5,771 shares; 2025Q2: 5,784 shares; 2025Q3: 5,795 shares; 2025Q4: 5,676 shares 5,676 $264K 0.02% -119 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: not reported; 2024Q4: not reported; 2025Q1: 5,444 shares; 2025Q2: 5,321 shares; 2025Q3: 5,321 shares; 2025Q4: 5,213 shares 5,213 $260K 0.02% -108 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,186 shares 2,186 $260K 0.02% -574 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,115 shares; 2024Q4: 53,192 shares; 2025Q1: 55,034 shares; 2025Q2: 29,543 shares; 2025Q3: 12,329 shares; 2025Q4: 10,677 shares 10,677 $247K 0.02% -1,652 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: 1,347 shares; 2024Q4: 1,320 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 604 shares; 2025Q4: 398 shares 398 $244K 0.02% -206 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,311 shares; 2025Q4: 2,349 shares 2,349 $239K 0.02% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,501 shares 10,501 $236K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 885 shares; 2025Q2: 501 shares; 2025Q3: 505 shares; 2025Q4: 500 shares 500 $233K 0.02% -5 Timeline ACWI 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: 1,617 shares; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares 1,617 $229K 0.02% 0 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: not reported; 2024Q4: 2,268 shares; 2025Q1: 1,910 shares; 2025Q2: 1,944 shares; 2025Q3: 1,946 shares; 2025Q4: 1,722 shares 1,722 $228K 0.02% -224 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,807 shares; 2025Q4: 1,807 shares 1,807 $227K 0.02% 0 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,168 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares 6,168 $227K 0.02% 0 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,371 shares; 2024Q4: 58,433 shares; 2025Q1: 58,296 shares; 2025Q2: 28,197 shares; 2025Q3: 11,602 shares; 2025Q4: 10,690 shares 10,690 $226K 0.02% -912 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 8,831 shares; 2025Q2: 8,831 shares; 2025Q3: 8,831 shares; 2025Q4: 8,831 shares 8,831 $224K 0.02% 0 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,739 shares; 2024Q4: 56,074 shares; 2025Q1: 55,992 shares; 2025Q2: 27,713 shares; 2025Q3: 11,146 shares; 2025Q4: 9,979 shares 9,979 $220K 0.02% -1,167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 384 shares; 2025Q3: not reported; 2025Q4: 413 shares 413 $216K 0.02% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares 1,183 $214K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares 1,205 $214K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,058 shares 9,058 $207K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares 681 $207K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,012 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 902 shares 902 $206K 0.02% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,564 shares; 2024Q4: 14,143 shares; 2025Q1: 10,582 shares; 2025Q2: 10,445 shares; 2025Q3: 10,445 shares; 2025Q4: 10,445 shares 10,445 $204K 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,442 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares 843 $203K 0.02% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,543 shares; 2025Q4: 6,188 shares 6,188 $203K 0.02% -355 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,817 shares 1,817 $202K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 524 shares 524 $201K 0.02% +2 Timeline