IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 504,175 shares; 2024Q3: 518,121 shares; 2024Q4: 513,822 shares; 2025Q1: 521,033 shares 521,033 $293M 26.87% +7,211 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,415,964 shares; 2024Q3: 1,505,372 shares; 2024Q4: 1,623,500 shares; 2025Q1: 1,667,009 shares 1,667,009 $165M 15.14% +43,509 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 981,649 shares; 2024Q3: 1,080,264 shares; 2024Q4: 1,168,046 shares; 2025Q1: 1,288,421 shares 1,288,421 $80M 7.34% +120,375 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 631,291 shares; 2024Q3: 685,519 shares; 2024Q4: 768,667 shares; 2025Q1: 832,332 shares 832,332 $65.2M 5.98% +63,665 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 353,026 shares; 2024Q3: 367,213 shares; 2024Q4: 355,986 shares; 2025Q1: 368,806 shares 368,806 $63.5M 5.83% +12,820 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 606,225 shares; 2024Q3: 861,538 shares; 2024Q4: 1,061,333 shares; 2025Q1: 1,180,960 shares 1,180,960 $62M 5.69% +119,627 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 653,288 shares; 2024Q3: 640,551 shares; 2024Q4: 615,902 shares; 2025Q1: 583,653 shares 583,653 $35.4M 3.25% -32,249 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 509,185 shares; 2024Q3: 511,123 shares; 2024Q4: 497,441 shares; 2025Q1: 478,972 shares 478,972 $33.4M 3.07% -18,469 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52,725 shares; 2024Q3: 57,522 shares; 2024Q4: 56,136 shares; 2025Q1: 52,408 shares 52,408 $26.9M 2.47% -3,728 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 77,966 shares; 2024Q3: 81,105 shares; 2024Q4: 79,499 shares; 2025Q1: 76,690 shares 76,690 $17M 1.56% -2,809 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 254,230 shares; 2024Q3: 265,070 shares; 2024Q4: 259,282 shares; 2025Q1: 254,590 shares 254,590 $13.3M 1.22% -4,692 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 86,159 shares; 2024Q3: 86,860 shares; 2024Q4: 86,941 shares; 2025Q1: 86,164 shares 86,164 $10M 0.92% -777 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 141,273 shares; 2024Q3: 134,473 shares; 2024Q4: 131,693 shares; 2025Q1: 133,318 shares 133,318 $9.79M 0.9% +1,625 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 77,915 shares; 2024Q3: 78,552 shares; 2024Q4: 75,462 shares; 2025Q1: 76,390 shares 76,390 $8.77M 0.81% +928 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 136,765 shares; 2024Q3: 142,433 shares; 2024Q4: 143,993 shares; 2025Q1: 141,453 shares 141,453 $8.34M 0.77% -2,540 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 153,432 shares; 2024Q3: 153,116 shares; 2024Q4: 151,008 shares; 2025Q1: 148,181 shares 148,181 $8.22M 0.75% -2,827 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 73,405 shares; 2024Q3: 79,647 shares; 2024Q4: 80,374 shares; 2025Q1: 84,443 shares 84,443 $7.79M 0.72% +4,069 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 74,251 shares; 2024Q3: 73,448 shares; 2024Q4: 71,925 shares; 2025Q1: 72,619 shares 72,619 $6.74M 0.62% +694 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 263,533 shares; 2024Q3: 257,270 shares; 2024Q4: 256,355 shares; 2025Q1: 246,360 shares 246,360 $5.47M 0.5% -9,995 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,799 shares; 2024Q3: 26,175 shares; 2024Q4: 25,496 shares; 2025Q1: 27,744 shares 27,744 $5.29M 0.49% +2,248 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 55,620 shares; 2024Q3: 55,065 shares; 2024Q4: 54,857 shares; 2025Q1: 53,481 shares 53,481 $5.24M 0.48% -1,376 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 105,203 shares; 2024Q3: 102,503 shares; 2024Q4: 98,031 shares; 2025Q1: 90,061 shares 90,061 $4.53M 0.42% -7,970 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,423 shares; 2024Q3: 20,782 shares; 2024Q4: 21,842 shares; 2025Q1: 23,310 shares 23,310 $4.03M 0.37% +1,468 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,399 shares; 2024Q3: 8,212 shares; 2024Q4: 7,587 shares; 2025Q1: 7,001 shares 7,001 $3.92M 0.36% -586 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,338 shares; 2024Q3: 9,622 shares; 2024Q4: 9,826 shares; 2025Q1: 10,200 shares 10,200 $3.83M 0.35% +374 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,838 shares; 2024Q3: 9,510 shares; 2024Q4: 9,755 shares; 2025Q1: 10,178 shares 10,178 $3.77M 0.35% +423 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 69,566 shares; 2024Q3: 66,513 shares; 2024Q4: 61,687 shares; 2025Q1: 59,677 shares 59,677 $3.59M 0.33% -2,010 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,085 shares; 2024Q3: 13,430 shares; 2024Q4: 13,148 shares; 2025Q1: 12,967 shares 12,967 $3.56M 0.33% -181 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,481 shares; 2024Q3: 18,713 shares; 2024Q4: 18,430 shares; 2025Q1: 18,342 shares 18,342 $3.56M 0.33% -88 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,660 shares; 2024Q3: 16,413 shares; 2024Q4: 16,415 shares; 2025Q1: 16,426 shares 16,426 $3.31M 0.3% +11 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 107,737 shares; 2024Q3: 120,770 shares; 2024Q4: 123,466 shares; 2025Q1: 129,665 shares 129,665 $3.24M 0.3% +6,199 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39,778 shares; 2024Q3: 51,779 shares; 2024Q4: 65,739 shares; 2025Q1: 67,234 shares 67,234 $3.19M 0.29% +1,495 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,441 shares; 2024Q3: 40,551 shares; 2024Q4: 40,990 shares; 2025Q1: 41,831 shares 41,831 $3.17M 0.29% +841 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,379 shares; 2024Q3: 53,545 shares; 2024Q4: 55,150 shares; 2025Q1: 54,809 shares 54,809 $2.79M 0.26% -341 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46,219 shares; 2024Q3: 45,570 shares; 2024Q4: 44,889 shares; 2025Q1: 38,563 shares 38,563 $2.71M 0.25% -6,326 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,539 shares; 2024Q3: 31,554 shares; 2024Q4: 31,035 shares; 2025Q1: 30,412 shares 30,412 $2.52M 0.23% -623 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,510 shares; 2024Q3: 20,326 shares; 2024Q4: 19,508 shares; 2025Q1: 19,161 shares 19,161 $2.28M 0.21% -347 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 59,890 shares; 2024Q3: 59,953 shares; 2024Q4: 57,105 shares; 2025Q1: 58,280 shares 58,280 $2.24M 0.21% +1,175 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,735 shares; 2024Q3: 8,797 shares; 2024Q4: 8,821 shares; 2025Q1: 8,746 shares 8,746 $2.15M 0.2% -75 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,979 shares; 2024Q3: 29,002 shares; 2024Q4: 28,387 shares; 2025Q1: 26,088 shares 26,088 $2.13M 0.2% -2,299 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,243 shares; 2024Q3: 11,177 shares; 2024Q4: 12,930 shares; 2025Q1: 12,698 shares 12,698 $2.11M 0.19% -232 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,192 shares; 2024Q3: 2,208 shares; 2024Q4: 2,244 shares; 2025Q1: 3,847 shares 3,847 $2.05M 0.19% +1,603 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,217 shares; 2024Q4: 15,993 shares; 2025Q1: 16,098 shares 16,098 $1.88M 0.17% +105 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 41,117 shares; 2024Q3: 41,679 shares; 2024Q4: 39,964 shares; 2025Q1: 37,142 shares 37,142 $1.8M 0.16% -2,822 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,080 shares; 2024Q3: 8,792 shares; 2024Q4: 8,459 shares; 2025Q1: 8,537 shares 8,537 $1.79M 0.16% +78 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,233 shares; 2024Q3: 15,778 shares; 2024Q4: 13,338 shares; 2025Q1: 12,727 shares 12,727 $1.79M 0.16% -611 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70,494 shares; 2024Q3: 72,802 shares; 2024Q4: 75,417 shares; 2025Q1: 76,658 shares 76,658 $1.77M 0.16% +1,241 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,139 shares; 2024Q3: 8,168 shares; 2024Q4: 6,851 shares; 2025Q1: 6,542 shares 6,542 $1.76M 0.16% -309 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,791 shares; 2024Q3: 10,457 shares; 2024Q4: 10,280 shares; 2025Q1: 10,295 shares 10,295 $1.75M 0.16% +15 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,438 shares; 2024Q3: 11,628 shares; 2024Q4: 11,886 shares; 2025Q1: 13,224 shares 13,224 $1.71M 0.16% +1,338 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,940 shares; 2024Q3: 16,749 shares; 2024Q4: 16,671 shares; 2025Q1: 16,557 shares 16,557 $1.7M 0.16% -114 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,080 shares; 2024Q3: 18,633 shares; 2024Q4: 17,897 shares; 2025Q1: 17,687 shares 17,687 $1.59M 0.15% -210 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,728 shares; 2024Q3: 23,080 shares; 2024Q4: 22,844 shares; 2025Q1: 20,744 shares 20,744 $1.5M 0.14% -2,100 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,954 shares; 2024Q3: 6,066 shares; 2024Q4: 5,974 shares; 2025Q1: 5,647 shares 5,647 $1.5M 0.14% -327 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,358 shares; 2024Q3: 6,361 shares; 2024Q4: 7,093 shares; 2025Q1: 7,360 shares 7,360 $1.4M 0.13% +267 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,871 shares; 2024Q3: 11,261 shares; 2024Q4: 11,237 shares; 2025Q1: 11,242 shares 11,242 $1.37M 0.13% +5 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,970 shares; 2024Q3: 9,897 shares; 2024Q4: 9,829 shares; 2025Q1: 9,335 shares 9,335 $1.31M 0.12% -494 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,550 shares; 2024Q4: 2,551 shares; 2025Q1: 2,550 shares 2,550 $1.3M 0.12% -1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,214 shares; 2024Q3: 11,604 shares; 2024Q4: 13,595 shares; 2025Q1: 13,922 shares 13,922 $1.25M 0.11% +327 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,175 shares; 2024Q3: 3,126 shares; 2024Q4: 3,103 shares; 2025Q1: 2,961 shares 2,961 $1.24M 0.11% -142 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,655 shares; 2024Q3: 7,387 shares; 2024Q4: 7,313 shares; 2025Q1: 7,277 shares 7,277 $1.24M 0.11% -36 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,966 shares; 2024Q3: 16,634 shares; 2024Q4: 14,656 shares; 2025Q1: 16,087 shares 16,087 $1.22M 0.11% +1,431 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,685 shares; 2024Q3: 34,542 shares; 2024Q4: 30,738 shares; 2025Q1: 26,430 shares 26,430 $1.2M 0.11% -4,308 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,483 shares; 2024Q3: 18,584 shares; 2024Q4: 17,013 shares; 2025Q1: 16,263 shares 16,263 $1.11M 0.1% -750 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,800 shares; 2024Q3: 5,749 shares; 2024Q4: 5,468 shares; 2025Q1: 5,472 shares 5,472 $1.09M 0.1% +4 Timeline Direxion Daily S&P 500 Bear… Direxion Daily S&P 500 Bear 3X Sh… More: the full row for Direxion Daily S&P 500 Bear 3X Shares Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,000 shares; 2024Q3: 10,741 shares; 2024Q4: 79,432 shares; 2025Q1: 151,365 shares 151,365 $1.08M 0.1% +71,933 NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,882 shares; 2024Q3: 8,964 shares; 2024Q4: 8,647 shares; 2025Q1: 9,923 shares 9,923 $1.08M 0.1% +1,276 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,895 shares; 2024Q3: 3,411 shares; 2024Q4: 3,402 shares; 2025Q1: 3,433 shares 3,433 $1.07M 0.1% +31 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,554 shares; 2024Q4: not reported; 2025Q1: 7,563 shares 7,563 $1.07M 0.1% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,013 shares; 2024Q3: 8,618 shares; 2024Q4: 8,443 shares; 2025Q1: 7,982 shares 7,982 $1.06M 0.1% -461 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,489 shares; 2024Q3: 2,800 shares; 2024Q4: 2,793 shares; 2025Q1: 2,802 shares 2,802 $1.03M 0.09% +9 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,563 shares; 2024Q3: 2,343 shares; 2024Q4: 2,348 shares; 2025Q1: 1,863 shares 1,863 $1.01M 0.09% -485 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,990 shares; 2024Q3: 19,024 shares; 2024Q4: 18,142 shares; 2025Q1: 16,156 shares 16,156 $1.01M 0.09% -1,986 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 555 shares; 2024Q3: 578 shares; 2024Q4: 589 shares; 2025Q1: 2,011 shares 2,011 $1M 0.09% +1,422 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,421 shares; 2024Q3: 15,523 shares; 2024Q4: 14,648 shares; 2025Q1: 16,225 shares 16,225 $947K 0.09% +1,577 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,887 shares; 2024Q3: 6,341 shares; 2024Q4: 6,274 shares; 2025Q1: 6,297 shares 6,297 $944K 0.09% +23 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,916 shares; 2024Q3: 6,065 shares; 2024Q4: 6,337 shares; 2025Q1: 6,025 shares 6,025 $941K 0.09% -312 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,456 shares; 2024Q3: 13,479 shares; 2024Q4: 13,071 shares; 2025Q1: 13,116 shares 13,116 $930K 0.09% +45 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,037 shares; 2024Q3: 1,061 shares; 2024Q4: 1,039 shares; 2025Q1: 1,097 shares 1,097 $906K 0.08% +58 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,966 shares; 2024Q3: 17,692 shares; 2024Q4: 17,692 shares; 2025Q1: 17,729 shares 17,729 $883K 0.08% +37 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,546 shares; 2024Q3: 1,853 shares; 2024Q4: 1,848 shares; 2025Q1: 1,854 shares 1,854 $870K 0.08% +6 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,631 shares; 2024Q3: 1,750 shares; 2024Q4: 1,751 shares; 2025Q1: 1,821 shares 1,821 $854K 0.08% +70 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,471 shares; 2024Q3: 5,333 shares; 2024Q4: 5,330 shares; 2025Q1: 5,318 shares 5,318 $837K 0.08% -12 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,382 shares; 2024Q3: 9,618 shares; 2024Q4: 9,212 shares; 2025Q1: 9,343 shares 9,343 $820K 0.08% +131 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,045 shares; 2024Q3: 3,314 shares; 2024Q4: 3,374 shares; 2025Q1: 3,695 shares 3,695 $819K 0.08% +321 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,939 shares; 2024Q3: 6,289 shares; 2024Q4: 6,212 shares; 2025Q1: 6,405 shares 6,405 $781K 0.07% +193 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 237 shares; 2024Q3: 3,979 shares; 2024Q4: 4,371 shares; 2025Q1: 4,605 shares 4,605 $771K 0.07% +234 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,213 shares; 2024Q3: 1,827 shares; 2024Q4: 1,893 shares; 2025Q1: 2,105 shares 2,105 $738K 0.07% +212 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,503 shares; 2024Q3: 7,683 shares; 2024Q4: 7,550 shares; 2025Q1: 7,857 shares 7,857 $736K 0.07% +307 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,227 shares; 2024Q3: 5,584 shares; 2024Q4: 5,587 shares; 2025Q1: 5,022 shares 5,022 $729K 0.07% -565 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,570 shares; 2024Q3: 3,870 shares; 2024Q4: 3,870 shares; 2025Q1: 3,808 shares 3,808 $717K 0.07% -62 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,173 shares; 2024Q3: 4,385 shares; 2024Q4: 4,389 shares; 2025Q1: 4,465 shares 4,465 $684K 0.06% +76 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,027 shares; 2024Q3: 3,736 shares; 2024Q4: 3,943 shares; 2025Q1: 4,395 shares 4,395 $680K 0.06% +452 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,327 shares; 2024Q3: 1,393 shares; 2024Q4: 1,368 shares; 2025Q1: 1,378 shares 1,378 $667K 0.06% +10 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,087 shares; 2024Q3: 1,395 shares; 2024Q4: 1,401 shares; 2025Q1: 1,229 shares 1,229 $643K 0.06% -172 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,807 shares; 2024Q3: 8,093 shares; 2024Q4: 7,855 shares; 2025Q1: 7,600 shares 7,600 $642K 0.06% -255 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,025 shares; 2024Q3: 5,195 shares; 2024Q4: 5,097 shares; 2025Q1: 4,734 shares 4,734 $616K 0.06% -363 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 979 shares; 2024Q4: 1,004 shares; 2025Q1: 1,114 shares 1,114 $611K 0.06% +110 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,240 shares; 2024Q3: 6,240 shares; 2024Q4: 6,240 shares; 2025Q1: 6,240 shares 6,240 $598K 0.05% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,651 shares; 2024Q3: 3,684 shares; 2024Q4: 3,458 shares; 2025Q1: 3,514 shares 3,514 $588K 0.05% +56 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,435 shares; 2024Q3: 1,748 shares; 2024Q4: 1,751 shares; 2025Q1: 1,771 shares 1,771 $584K 0.05% +20 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,257 shares; 2024Q3: 4,334 shares; 2024Q4: 3,575 shares; 2025Q1: 5,450 shares 5,450 $575K 0.05% +1,875 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,209 shares; 2024Q3: 7,409 shares; 2024Q4: 7,436 shares; 2025Q1: 7,723 shares 7,723 $553K 0.05% +287 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,233 shares; 2024Q3: 2,423 shares; 2024Q4: 2,540 shares; 2025Q1: 2,179 shares 2,179 $542K 0.05% -361 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,334 shares; 2024Q3: 1,434 shares; 2024Q4: 1,538 shares; 2025Q1: 1,459 shares 1,459 $527K 0.05% -79 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,396 shares; 2024Q3: 3,767 shares; 2024Q4: 3,353 shares; 2025Q1: 3,424 shares 3,424 $526K 0.05% +71 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,390 shares; 2024Q3: 3,829 shares; 2024Q4: 3,839 shares; 2025Q1: 3,895 shares 3,895 $517K 0.05% +56 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,789 shares; 2024Q3: 11,464 shares; 2024Q4: 11,171 shares; 2025Q1: 9,394 shares 9,394 $507K 0.05% -1,777 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,719 shares; 2024Q3: 22,920 shares; 2024Q4: 22,248 shares; 2025Q1: 22,312 shares 22,312 $507K 0.05% +64 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,952 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,414 shares 6,414 $504K 0.05% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,069 shares; 2024Q3: 8,236 shares; 2024Q4: 6,337 shares; 2025Q1: 9,755 shares 9,755 $498K 0.05% +3,418 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,343 shares; 2024Q3: 5,286 shares; 2024Q4: 4,672 shares; 2025Q1: 4,702 shares 4,702 $492K 0.05% +30 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,007 shares; 2024Q3: 7,732 shares; 2024Q4: 7,757 shares; 2025Q1: 7,843 shares 7,843 $484K 0.04% +86 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,561 shares; 2024Q3: 9,501 shares; 2024Q4: 9,137 shares; 2025Q1: 7,819 shares 7,819 $470K 0.04% -1,318 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,816 shares; 2024Q3: 1,816 shares; 2024Q4: 1,816 shares; 2025Q1: 1,814 shares 1,814 $466K 0.04% -2 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 2,168 shares 2,168 $449K 0.04% +947 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,716 shares; 2024Q3: 10,073 shares; 2024Q4: 8,967 shares; 2025Q1: 7,839 shares 7,839 $441K 0.04% -1,128 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,396 shares; 2024Q3: 8,444 shares; 2024Q4: 5,230 shares; 2025Q1: 5,543 shares 5,543 $438K 0.04% +313 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,291 shares; 2024Q3: 15,136 shares; 2024Q4: 14,838 shares; 2025Q1: 15,246 shares 15,246 $431K 0.04% +408 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,481 shares; 2024Q3: 8,278 shares; 2024Q4: 8,287 shares; 2025Q1: 8,212 shares 8,212 $428K 0.04% -75 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,222 shares; 2024Q3: 4,491 shares; 2024Q4: 4,262 shares; 2025Q1: 3,745 shares 3,745 $423K 0.04% -517 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,511 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,757 shares 14,757 $422K 0.04% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,474 shares; 2024Q3: 11,623 shares; 2024Q4: 11,352 shares; 2025Q1: 10,064 shares 10,064 $410K 0.04% -1,288 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,827 shares; 2024Q3: 1,829 shares; 2024Q4: 1,832 shares; 2025Q1: 1,833 shares 1,833 $401K 0.04% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,878 shares; 2024Q3: 4,882 shares; 2024Q4: 4,859 shares; 2025Q1: 5,362 shares 5,362 $395K 0.04% +503 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,467 shares; 2024Q3: 5,792 shares; 2024Q4: 5,792 shares; 2025Q1: 4,017 shares 4,017 $387K 0.04% -1,775 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 445 shares; 2024Q3: 507 shares; 2024Q4: 547 shares; 2025Q1: 672 shares 672 $387K 0.04% +125 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,874 shares; 2024Q3: 15,187 shares; 2024Q4: 15,168 shares; 2025Q1: 14,707 shares 14,707 $376K 0.03% -461 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,140 shares; 2024Q3: 15,420 shares; 2024Q4: 15,659 shares; 2025Q1: 16,271 shares 16,271 $374K 0.03% +612 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,645 shares; 2024Q3: 3,644 shares; 2024Q4: 3,652 shares; 2025Q1: 3,757 shares 3,757 $371K 0.03% +105 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,601 shares; 2024Q3: 2,634 shares; 2024Q4: 2,469 shares; 2025Q1: 2,600 shares 2,600 $363K 0.03% +131 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,322 shares; 2024Q3: 5,322 shares; 2024Q4: 5,328 shares; 2025Q1: 5,328 shares 5,328 $363K 0.03% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,013 shares; 2024Q3: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 1,815 shares 1,815 $358K 0.03% -1,002 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,513 shares; 2024Q3: 1,378 shares; 2024Q4: 1,637 shares; 2025Q1: 1,651 shares 1,651 $350K 0.03% +14 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,153 shares; 2024Q3: 1,461 shares; 2024Q4: 1,466 shares; 2025Q1: 1,492 shares 1,492 $348K 0.03% +26 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,922 shares; 2024Q3: 1,793 shares; 2024Q4: 1,699 shares; 2025Q1: 1,684 shares 1,684 $348K 0.03% -15 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,851 shares; 2024Q3: 6,851 shares; 2024Q4: 6,851 shares; 2025Q1: 6,851 shares 6,851 $347K 0.03% 0 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,003 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,003 shares 24,003 $337K 0.03% new Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,317 shares; 2024Q3: 6,443 shares; 2024Q4: 5,967 shares; 2025Q1: 4,891 shares 4,891 $337K 0.03% -1,076 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,523 shares 7,523 $326K 0.03% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,718 shares; 2024Q3: 3,731 shares; 2024Q4: 3,942 shares; 2025Q1: 3,980 shares 3,980 $325K 0.03% +38 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,331 shares; 2024Q3: 2,178 shares; 2024Q4: 1,936 shares; 2025Q1: 1,853 shares 1,853 $316K 0.03% -83 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,905 shares; 2024Q3: 7,448 shares; 2024Q4: 6,862 shares; 2025Q1: 6,966 shares 6,966 $316K 0.03% +104 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,454 shares; 2024Q4: 2,551 shares; 2025Q1: 2,573 shares 2,573 $313K 0.03% +22 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,645 shares; 2024Q3: 6,360 shares; 2024Q4: 6,365 shares; 2025Q1: 6,135 shares 6,135 $312K 0.03% -230 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,766 shares; 2024Q3: 2,766 shares; 2024Q4: 2,771 shares; 2025Q1: 2,790 shares 2,790 $310K 0.03% +19 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,010 shares; 2024Q3: 876 shares; 2024Q4: 931 shares; 2025Q1: 938 shares 938 $309K 0.03% +7 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,263 shares 4,263 $308K 0.03% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,191 shares; 2024Q3: 2,748 shares; 2024Q4: 2,749 shares; 2025Q1: 2,749 shares 2,749 $305K 0.03% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,417 shares; 2024Q3: 2,424 shares; 2024Q4: 2,428 shares; 2025Q1: 2,424 shares 2,424 $300K 0.03% -4 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 955 shares; 2024Q4: 957 shares; 2025Q1: 965 shares 965 $295K 0.03% +8 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 317 shares; 2024Q3: 320 shares; 2024Q4: 282 shares; 2025Q1: 316 shares 316 $295K 0.03% +34 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,450 shares; 2024Q3: 2,813 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares 3,151 $294K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,332 shares; 2024Q3: 1,404 shares; 2024Q4: 1,407 shares; 2025Q1: 1,454 shares 1,454 $291K 0.03% +47 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 8,519 shares; 2024Q4: 8,519 shares; 2025Q1: 8,519 shares 8,519 $291K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,068 shares; 2024Q3: 1,965 shares; 2024Q4: 1,966 shares; 2025Q1: 1,966 shares 1,966 $287K 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,658 shares; 2024Q3: 3,659 shares; 2024Q4: 3,659 shares; 2025Q1: 3,575 shares 3,575 $286K 0.03% -84 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,245 shares; 2024Q3: 3,587 shares; 2024Q4: 3,292 shares; 2025Q1: 3,088 shares 3,088 $280K 0.03% -204 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,607 shares; 2024Q3: 4,659 shares; 2024Q4: 4,667 shares; 2025Q1: 4,676 shares 4,676 $280K 0.03% +9 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,177 shares; 2024Q3: 3,342 shares; 2024Q4: 3,342 shares; 2025Q1: 3,342 shares 3,342 $277K 0.03% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,770 shares; 2024Q3: 2,527 shares; 2024Q4: 2,562 shares; 2025Q1: 2,468 shares 2,468 $273K 0.03% -94 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,202 shares; 2024Q3: 6,721 shares; 2024Q4: 6,000 shares; 2025Q1: 5,449 shares 5,449 $272K 0.03% -551 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,677 shares 1,677 $270K 0.02% +501 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284 shares 284 $269K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,984 shares; 2024Q3: 4,601 shares; 2024Q4: 4,556 shares; 2025Q1: 4,614 shares 4,614 $268K 0.02% +58 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,012 shares; 2024Q3: 2,297 shares; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares 2,297 $266K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,428 shares; 2024Q3: 6,699 shares; 2024Q4: 5,989 shares; 2025Q1: 6,379 shares 6,379 $266K 0.02% +390 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,311 shares; 2024Q3: 2,526 shares; 2024Q4: 2,524 shares; 2025Q1: 2,519 shares 2,519 $260K 0.02% -5 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,711 shares; 2024Q3: 11,248 shares; 2024Q4: 11,070 shares; 2025Q1: 10,219 shares 10,219 $259K 0.02% -851 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,603 shares; 2024Q3: 14,875 shares; 2024Q4: 22,825 shares; 2025Q1: 22,375 shares 22,375 $256K 0.02% -450 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,915 shares; 2024Q3: 2,920 shares; 2024Q4: 2,924 shares; 2025Q1: 2,931 shares 2,931 $252K 0.02% +7 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,082 shares; 2024Q3: 4,202 shares; 2024Q4: 3,422 shares; 2025Q1: 2,736 shares 2,736 $249K 0.02% -686 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,634 shares; 2024Q4: 1,883 shares; 2025Q1: 1,836 shares 1,836 $247K 0.02% -47 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 944 shares 944 $245K 0.02% +33 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,958 shares; 2024Q4: 1,962 shares; 2025Q1: 1,980 shares 1,980 $242K 0.02% +18 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 255 shares 255 $241K 0.02% +17 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,408 shares; 2024Q3: 3,631 shares; 2024Q4: 3,584 shares; 2025Q1: 3,322 shares 3,322 $238K 0.02% -262 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 958 shares; 2024Q3: 958 shares; 2024Q4: 958 shares; 2025Q1: 948 shares 948 $235K 0.02% -10 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,794 shares; 2024Q4: 6,350 shares; 2025Q1: 6,316 shares 6,316 $233K 0.02% -34 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,334 shares 1,334 $228K 0.02% new ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 436 shares; 2024Q4: 449 shares; 2025Q1: 457 shares 457 $226K 0.02% +8 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,250 shares; 2024Q3: 3,516 shares; 2024Q4: 3,523 shares; 2025Q1: 3,526 shares 3,526 $224K 0.02% +3 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 794 shares; 2024Q4: not reported; 2025Q1: 715 shares 715 $223K 0.02% new Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,501 shares 3,501 $220K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,420 shares 1,420 $219K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,621 shares 7,621 $217K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,931 shares 1,931 $216K 0.02% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,075 shares; 2024Q3: 1,055 shares; 2024Q4: 1,040 shares; 2025Q1: 1,022 shares 1,022 $216K 0.02% -18 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,235 shares 7,235 $212K 0.02% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,301 shares 1,301 $206K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,516 shares 1,516 $206K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,382 shares 1,382 $203K 0.02% new Timeline Veru Inc Veru Inc More: the full row for Veru Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares 20,000 $9.8K <0.01% 0