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: 240,017 shares; 2024Q4: 235,476 shares; 2025Q1: 247,806 shares; 2025Q2: 252,148 shares; 2025Q3: 259,610 shares; 2025Q4: 266,263 shares 266,263 $169M 4.16% +6,653 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: 331,041 shares; 2024Q4: 337,185 shares; 2025Q1: 355,235 shares; 2025Q2: 360,503 shares; 2025Q3: 379,803 shares; 2025Q4: 386,482 shares 386,482 $115M 2.85% +6,679 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: 505,547 shares; 2024Q4: 508,376 shares; 2025Q1: 510,979 shares; 2025Q2: 542,975 shares; 2025Q3: 552,621 shares; 2025Q4: 548,367 shares 548,367 $103M 2.54% -4,254 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: 998,001 shares; 2024Q4: 1,014,132 shares; 2025Q1: 1,053,480 shares; 2025Q2: 1,081,221 shares; 2025Q3: 1,089,188 shares; 2025Q4: 1,086,999 shares 1,086,999 $81.8M 2.02% -2,189 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: 166,634 shares; 2024Q4: 160,952 shares; 2025Q1: 160,117 shares; 2025Q2: 160,096 shares; 2025Q3: 158,107 shares; 2025Q4: 156,234 shares 156,234 $74.8M 1.84% -1,873 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: 241,004 shares; 2024Q4: 254,537 shares; 2025Q1: 258,532 shares; 2025Q2: 265,692 shares; 2025Q3: 282,044 shares; 2025Q4: 294,046 shares 294,046 $72.9M 1.8% +12,002 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: 150,117 shares; 2024Q4: 139,410 shares; 2025Q1: 148,917 shares; 2025Q2: 148,302 shares; 2025Q3: 147,488 shares; 2025Q4: 148,649 shares 148,649 $71.9M 1.77% +1,161 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937,043 shares; 2024Q4: 1,988,283 shares; 2025Q1: 2,002,619 shares; 2025Q2: 2,002,738 shares; 2025Q3: 2,038,356 shares; 2025Q4: 2,046,751 shares 2,046,751 $67.6M 1.67% +8,395 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: 924,341 shares; 2024Q4: 873,933 shares; 2025Q1: 902,019 shares; 2025Q2: 898,676 shares; 2025Q3: 905,814 shares; 2025Q4: 912,621 shares 912,621 $63.6M 1.57% +6,807 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220,289 shares; 2024Q4: 3,287,145 shares; 2025Q1: 3,279,899 shares; 2025Q2: 3,277,148 shares; 2025Q3: 3,339,506 shares; 2025Q4: 3,383,649 shares 3,383,649 $60.9M 1.5% +44,143 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: 92,018 shares; 2024Q4: 105,099 shares; 2025Q1: 112,248 shares; 2025Q2: 116,793 shares; 2025Q3: 121,408 shares; 2025Q4: 122,695 shares 122,695 $57.2M 1.41% +1,287 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: 86,115 shares; 2024Q4: 84,818 shares; 2025Q1: 82,828 shares; 2025Q2: 82,514 shares; 2025Q3: 76,246 shares; 2025Q4: 76,931 shares 76,931 $53M 1.31% +685 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: 1,253,676 shares; 2024Q4: 1,500,148 shares; 2025Q1: 1,640,244 shares; 2025Q2: 1,552,512 shares; 2025Q3: 1,385,894 shares; 2025Q4: 1,356,567 shares 1,356,567 $50.2M 1.24% -29,327 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: 538,046 shares; 2024Q4: 564,580 shares; 2025Q1: 606,403 shares; 2025Q2: 621,980 shares; 2025Q3: 652,443 shares; 2025Q4: 667,600 shares 667,600 $49.7M 1.23% +15,157 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: 136,109 shares; 2024Q4: 141,711 shares; 2025Q1: 148,052 shares; 2025Q2: 151,140 shares; 2025Q3: 160,937 shares; 2025Q4: 172,254 shares 172,254 $47.3M 1.17% +11,317 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: 1,330,681 shares; 2024Q4: 1,385,656 shares; 2025Q1: 1,466,650 shares; 2025Q2: 1,507,013 shares; 2025Q3: 1,630,767 shares; 2025Q4: 1,735,246 shares 1,735,246 $47.2M 1.16% +104,479 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: 55,696 shares; 2024Q4: 56,927 shares; 2025Q1: 60,688 shares; 2025Q2: 59,917 shares; 2025Q3: 60,794 shares; 2025Q4: 65,257 shares 65,257 $45.2M 1.11% +4,463 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: 946,950 shares; 2024Q4: 980,802 shares; 2025Q1: 1,005,284 shares; 2025Q2: 1,038,957 shares; 2025Q3: 1,060,150 shares; 2025Q4: 1,065,577 shares 1,065,577 $41M 1.01% +5,427 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: 72,285 shares; 2024Q4: 122,381 shares; 2025Q1: 84,875 shares; 2025Q2: 90,712 shares; 2025Q3: 104,972 shares; 2025Q4: 116,165 shares 116,165 $39.6M 0.98% +11,193 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,124 shares; 2024Q4: 268,107 shares; 2025Q1: 269,033 shares; 2025Q2: 267,140 shares; 2025Q3: 265,321 shares; 2025Q4: 263,342 shares 263,342 $39M 0.96% -1,979 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: 954,374 shares; 2024Q4: 952,316 shares; 2025Q1: 923,974 shares; 2025Q2: 923,376 shares; 2025Q3: 881,293 shares; 2025Q4: 862,871 shares 862,871 $35M 0.86% -18,422 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: 120,101 shares; 2024Q4: 127,571 shares; 2025Q1: 126,671 shares; 2025Q2: 130,731 shares; 2025Q3: 134,174 shares; 2025Q4: 142,942 shares 142,942 $34.2M 0.84% +8,768 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: 178,729 shares; 2024Q4: 208,621 shares; 2025Q1: 213,584 shares; 2025Q2: 217,317 shares; 2025Q3: 219,148 shares; 2025Q4: 221,116 shares 221,116 $33.3M 0.82% +1,968 Timeline SCHM 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: 615,663 shares; 2024Q4: 654,216 shares; 2025Q1: 726,877 shares; 2025Q2: 780,586 shares; 2025Q3: 858,778 shares; 2025Q4: 951,922 shares 951,922 $30.5M 0.75% +93,144 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: 49,565 shares; 2024Q4: 44,343 shares; 2025Q1: 44,380 shares; 2025Q2: 44,902 shares; 2025Q3: 44,747 shares; 2025Q4: 45,582 shares 45,582 $29M 0.71% +835 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: 434,950 shares; 2024Q4: 470,148 shares; 2025Q1: 499,086 shares; 2025Q2: 485,256 shares; 2025Q3: 492,789 shares; 2025Q4: 518,662 shares 518,662 $27.5M 0.68% +25,873 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: 290,000 shares; 2024Q4: 314,439 shares; 2025Q1: 327,396 shares; 2025Q2: 323,762 shares; 2025Q3: 339,702 shares; 2025Q4: 340,014 shares 340,014 $27.1M 0.67% +312 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,449 shares; 2024Q4: 486,257 shares; 2025Q1: 471,522 shares; 2025Q2: 479,620 shares; 2025Q3: 486,899 shares; 2025Q4: 479,604 shares 479,604 $26.5M 0.65% -7,295 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: 83,338 shares; 2024Q4: 82,549 shares; 2025Q1: 83,653 shares; 2025Q2: 84,731 shares; 2025Q3: 86,675 shares; 2025Q4: 87,232 shares 87,232 $26M 0.64% +557 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: 63,801 shares; 2024Q4: 66,071 shares; 2025Q1: 72,892 shares; 2025Q2: 76,995 shares; 2025Q3: 77,671 shares; 2025Q4: 78,777 shares 78,777 $25.8M 0.64% +1,106 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: 527,638 shares; 2024Q4: 564,830 shares; 2025Q1: 898,662 shares; 2025Q2: 928,831 shares; 2025Q3: 951,935 shares; 2025Q4: 966,352 shares 966,352 $25.7M 0.63% +14,417 Timeline DUSB 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: 308,744 shares; 2024Q4: 303,637 shares; 2025Q1: 398,343 shares; 2025Q2: 447,866 shares; 2025Q3: 515,495 shares; 2025Q4: 505,089 shares 505,089 $25.6M 0.63% -10,406 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: 193,627 shares; 2024Q4: 204,861 shares; 2025Q1: 215,682 shares; 2025Q2: 220,386 shares; 2025Q3: 216,024 shares; 2025Q4: 218,141 shares 218,141 $25.1M 0.62% +2,117 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: 57,324 shares; 2024Q4: 84,232 shares; 2025Q1: 82,336 shares; 2025Q2: 76,065 shares; 2025Q3: 73,337 shares; 2025Q4: 76,155 shares 76,155 $25M 0.62% +2,818 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: 33,938 shares; 2024Q4: 34,013 shares; 2025Q1: 37,211 shares; 2025Q2: 37,662 shares; 2025Q3: 37,690 shares; 2025Q4: 40,012 shares 40,012 $24.9M 0.61% +2,322 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: 187,332 shares; 2024Q4: 194,490 shares; 2025Q1: 214,715 shares; 2025Q2: 214,637 shares; 2025Q3: 222,680 shares; 2025Q4: 219,548 shares 219,548 $23.8M 0.59% -3,132 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: 120,523 shares; 2024Q4: 118,936 shares; 2025Q1: 120,964 shares; 2025Q2: 120,897 shares; 2025Q3: 120,964 shares; 2025Q4: 119,698 shares 119,698 $23.7M 0.58% -1,266 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: 490,097 shares; 2024Q4: 464,191 shares; 2025Q1: 507,039 shares; 2025Q2: 529,986 shares; 2025Q3: 563,787 shares; 2025Q4: 592,456 shares 592,456 $23.6M 0.58% +28,669 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,738 shares; 2024Q4: 488,433 shares; 2025Q1: 581,232 shares; 2025Q2: 623,632 shares; 2025Q3: 693,471 shares; 2025Q4: 764,320 shares 764,320 $23.3M 0.58% +70,849 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: 18,528 shares; 2024Q4: 18,897 shares; 2025Q1: 21,211 shares; 2025Q2: 21,322 shares; 2025Q3: 21,242 shares; 2025Q4: 21,404 shares 21,404 $22.8M 0.56% +162 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: 686,819 shares; 2024Q4: 727,955 shares; 2025Q1: 704,793 shares; 2025Q2: 669,643 shares; 2025Q3: 663,324 shares; 2025Q4: 644,660 shares 644,660 $22.3M 0.55% -18,664 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: 5,235 shares; 2024Q4: 223,862 shares; 2025Q1: 262,280 shares; 2025Q2: 295,314 shares; 2025Q3: 320,756 shares; 2025Q4: 362,648 shares 362,648 $21.2M 0.52% +41,892 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,570 shares; 2024Q4: 444,221 shares; 2025Q1: 499,121 shares; 2025Q2: 529,286 shares; 2025Q3: 553,018 shares; 2025Q4: 582,498 shares 582,498 $21.1M 0.52% +29,480 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: 11,218 shares; 2024Q4: 11,416 shares; 2025Q1: 11,408 shares; 2025Q2: 12,869 shares; 2025Q3: 30,221 shares; 2025Q4: 31,833 shares 31,833 $21M 0.52% +1,612 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,548 shares; 2024Q4: 270,781 shares; 2025Q1: 277,664 shares; 2025Q2: 273,177 shares; 2025Q3: 267,535 shares; 2025Q4: 261,638 shares 261,638 $20.4M 0.5% -5,897 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,630 shares; 2024Q4: 256,369 shares; 2025Q1: 290,942 shares; 2025Q2: 289,422 shares; 2025Q3: 429,805 shares; 2025Q4: 422,444 shares 422,444 $19.9M 0.49% -7,361 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: 76,191 shares; 2024Q4: 83,852 shares; 2025Q1: 77,685 shares; 2025Q2: 76,174 shares; 2025Q3: 76,099 shares; 2025Q4: 76,386 shares 76,386 $19.8M 0.49% +287 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: 139,441 shares; 2024Q4: 143,027 shares; 2025Q1: 152,684 shares; 2025Q2: 151,744 shares; 2025Q3: 151,185 shares; 2025Q4: 152,921 shares 152,921 $19.6M 0.48% +1,736 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,003 shares; 2024Q4: 328,175 shares; 2025Q1: 139,655 shares; 2025Q2: 188,555 shares; 2025Q3: 194,825 shares; 2025Q4: 195,548 shares 195,548 $19.6M 0.48% +723 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,622 shares; 2024Q4: 506,442 shares; 2025Q1: 502,340 shares; 2025Q2: 513,144 shares; 2025Q3: 542,265 shares; 2025Q4: 554,711 shares 554,711 $19.5M 0.48% +12,446 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,956 shares; 2024Q4: 327,979 shares; 2025Q1: 312,567 shares; 2025Q2: 309,060 shares; 2025Q3: 306,236 shares; 2025Q4: 299,417 shares 299,417 $19.5M 0.48% -6,819 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,464 shares; 2024Q4: 245,745 shares; 2025Q1: 238,053 shares; 2025Q2: 237,090 shares; 2025Q3: 232,914 shares; 2025Q4: 236,527 shares 236,527 $18.8M 0.46% +3,613 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,264 shares; 2024Q4: 732,796 shares; 2025Q1: 679,533 shares; 2025Q2: 642,674 shares; 2025Q3: 630,692 shares; 2025Q4: 612,523 shares 612,523 $18.1M 0.45% -18,169 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: 315,100 shares; 2024Q4: 325,345 shares; 2025Q1: 358,841 shares; 2025Q2: 377,883 shares; 2025Q3: 382,747 shares; 2025Q4: 410,406 shares 410,406 $17.5M 0.43% +27,659 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,474 shares; 2024Q4: 542,463 shares; 2025Q1: 530,853 shares; 2025Q2: 526,959 shares; 2025Q3: 510,713 shares; 2025Q4: 492,770 shares 492,770 $17.4M 0.43% -17,943 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,596 shares; 2024Q4: 83,360 shares; 2025Q1: 89,183 shares; 2025Q2: 89,990 shares; 2025Q3: 93,626 shares; 2025Q4: 95,372 shares 95,372 $16.4M 0.41% +1,746 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: 121,961 shares; 2024Q4: 127,828 shares; 2025Q1: 155,368 shares; 2025Q2: 171,601 shares; 2025Q3: 190,906 shares; 2025Q4: 200,015 shares 200,015 $16.2M 0.4% +9,109 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: 81,881 shares; 2024Q4: 82,422 shares; 2025Q1: 83,022 shares; 2025Q2: 83,409 shares; 2025Q3: 85,902 shares; 2025Q4: 87,092 shares 87,092 $16.1M 0.4% +1,190 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,700 shares; 2024Q4: 187,715 shares; 2025Q1: 191,012 shares; 2025Q2: 190,698 shares; 2025Q3: 191,324 shares; 2025Q4: 190,478 shares 190,478 $15.8M 0.39% -846 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,965 shares; 2024Q4: 383,282 shares; 2025Q1: 394,604 shares; 2025Q2: 396,169 shares; 2025Q3: 411,215 shares; 2025Q4: 391,347 shares 391,347 $13.9M 0.34% -19,868 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,328 shares; 2024Q4: 358,142 shares; 2025Q1: 339,243 shares; 2025Q2: 333,735 shares; 2025Q3: 343,666 shares; 2025Q4: 343,402 shares 343,402 $13.6M 0.34% -264 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: 48,141 shares; 2024Q4: 47,245 shares; 2025Q1: 91,518 shares; 2025Q2: 91,658 shares; 2025Q3: 85,085 shares; 2025Q4: 90,062 shares 90,062 $13.6M 0.34% +4,977 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,485 shares; 2024Q4: 207,363 shares; 2025Q1: 213,794 shares; 2025Q2: 186,588 shares; 2025Q3: 203,219 shares; 2025Q4: 242,492 shares 242,492 $13.1M 0.32% +39,273 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: 148,626 shares; 2024Q4: 191,598 shares; 2025Q1: 187,997 shares; 2025Q2: 139,593 shares; 2025Q3: 143,308 shares; 2025Q4: 175,388 shares 175,388 $13M 0.32% +32,080 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,375 shares; 2024Q4: 399,580 shares; 2025Q1: 459,067 shares; 2025Q2: 470,634 shares; 2025Q3: 492,986 shares; 2025Q4: 489,917 shares 489,917 $12.3M 0.3% -3,069 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: 314,564 shares; 2024Q4: 335,230 shares; 2025Q1: 367,535 shares; 2025Q2: 399,933 shares; 2025Q3: 453,290 shares; 2025Q4: 481,092 shares 481,092 $12.2M 0.3% +27,802 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,225 shares; 2024Q4: 212,504 shares; 2025Q1: 204,676 shares; 2025Q2: 204,708 shares; 2025Q3: 204,756 shares; 2025Q4: 206,647 shares 206,647 $12.1M 0.3% +1,891 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,027 shares; 2024Q4: 507,374 shares; 2025Q1: 538,042 shares; 2025Q2: 564,302 shares; 2025Q3: 571,957 shares; 2025Q4: 575,641 shares 575,641 $12M 0.29% +3,684 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: 37,289 shares; 2024Q4: 35,550 shares; 2025Q1: 36,696 shares; 2025Q2: 37,932 shares; 2025Q3: 37,774 shares; 2025Q4: 36,649 shares 36,649 $12M 0.29% -1,125 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: 53,633 shares; 2024Q4: 53,637 shares; 2025Q1: 53,642 shares; 2025Q2: 53,650 shares; 2025Q3: 53,692 shares; 2025Q4: 53,689 shares 53,689 $11.7M 0.29% -3 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,854 shares; 2024Q4: 61,858 shares; 2025Q1: 87,906 shares; 2025Q2: 96,155 shares; 2025Q3: 103,513 shares; 2025Q4: 102,958 shares 102,958 $11.7M 0.29% -555 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: 260,666 shares; 2024Q4: 280,153 shares; 2025Q1: 295,707 shares; 2025Q2: 317,729 shares; 2025Q3: 344,277 shares; 2025Q4: 358,920 shares 358,920 $11.6M 0.29% +14,643 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,313 shares; 2025Q3: 76,140 shares; 2025Q4: 96,409 shares 96,409 $11.4M 0.28% +20,269 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: 30,691 shares; 2024Q4: 34,890 shares; 2025Q1: 38,842 shares; 2025Q2: 52,521 shares; 2025Q3: 51,873 shares; 2025Q4: 51,655 shares 51,655 $11.3M 0.28% -218 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: 6,743 shares; 2024Q4: 8,532 shares; 2025Q1: 10,044 shares; 2025Q2: 107,504 shares; 2025Q3: 119,096 shares; 2025Q4: 144,392 shares 144,392 $11.3M 0.28% +25,296 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: 43,292 shares; 2024Q4: 42,360 shares; 2025Q1: 40,258 shares; 2025Q2: 40,339 shares; 2025Q3: 41,168 shares; 2025Q4: 41,119 shares 41,119 $10.5M 0.26% -49 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904,114 shares; 2024Q4: 921,417 shares; 2025Q1: 984,289 shares; 2025Q2: 1,030,744 shares; 2025Q3: 1,037,324 shares; 2025Q4: 1,050,961 shares 1,050,961 $10.4M 0.26% +13,637 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,994 shares; 2024Q4: 83,470 shares; 2025Q1: 87,554 shares; 2025Q2: 89,205 shares; 2025Q3: 92,277 shares; 2025Q4: 102,119 shares 102,119 $9.8M 0.24% +9,842 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: 307,796 shares; 2024Q4: 198,428 shares; 2025Q1: 200,993 shares; 2025Q2: 200,549 shares; 2025Q3: 201,755 shares; 2025Q4: 202,300 shares 202,300 $9.63M 0.24% +545 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,836 shares; 2024Q4: 418,000 shares; 2025Q1: 424,155 shares; 2025Q2: 432,383 shares; 2025Q3: 433,173 shares; 2025Q4: 448,940 shares 448,940 $9.56M 0.24% +15,767 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: 102,978 shares; 2024Q4: 116,352 shares; 2025Q1: 116,258 shares; 2025Q2: 83,332 shares; 2025Q3: 83,015 shares; 2025Q4: 94,763 shares 94,763 $9.49M 0.23% +11,748 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: 32,406 shares; 2024Q4: 32,346 shares; 2025Q1: 32,101 shares; 2025Q2: 32,965 shares; 2025Q3: 35,308 shares; 2025Q4: 35,481 shares 35,481 $9.4M 0.23% +173 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: 109,071 shares; 2024Q4: 107,495 shares; 2025Q1: 109,285 shares; 2025Q2: 105,237 shares; 2025Q3: 103,895 shares; 2025Q4: 100,672 shares 100,672 $9.4M 0.23% -3,223 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: 15,269 shares; 2024Q4: 15,321 shares; 2025Q1: 35,512 shares; 2025Q2: 36,099 shares; 2025Q3: 37,589 shares; 2025Q4: 40,989 shares 40,989 $9.15M 0.23% +3,400 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,752 shares; 2024Q4: 63,540 shares; 2025Q1: 71,290 shares; 2025Q2: 68,124 shares; 2025Q3: 70,806 shares; 2025Q4: 75,270 shares 75,270 $9.13M 0.23% +4,464 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,447 shares; 2024Q4: 468,422 shares; 2025Q1: 556,507 shares; 2025Q2: 601,768 shares; 2025Q3: 622,048 shares; 2025Q4: 585,709 shares 585,709 $8.87M 0.22% -36,339 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: 63,489 shares; 2024Q4: 64,685 shares; 2025Q1: 65,280 shares; 2025Q2: 65,426 shares; 2025Q3: 64,841 shares; 2025Q4: 65,151 shares 65,151 $8.79M 0.22% +310 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,359 shares; 2024Q4: 47,693 shares; 2025Q1: 45,292 shares; 2025Q2: 45,592 shares; 2025Q3: 45,216 shares; 2025Q4: 45,176 shares 45,176 $8.65M 0.21% -40 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,454 shares; 2024Q4: 69,524 shares; 2025Q1: 70,237 shares; 2025Q2: 69,615 shares; 2025Q3: 71,596 shares; 2025Q4: 71,341 shares 71,341 $8.63M 0.21% -255 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: 83,694 shares; 2024Q4: 83,065 shares; 2025Q1: 82,915 shares; 2025Q2: 84,983 shares; 2025Q3: 88,193 shares; 2025Q4: 85,588 shares 85,588 $8.56M 0.21% -2,605 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,012 shares; 2024Q4: 396,747 shares; 2025Q1: 411,160 shares; 2025Q2: 422,228 shares; 2025Q3: 462,025 shares; 2025Q4: 464,884 shares 464,884 $8.52M 0.21% +2,859 Timeline QFLR 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: 97,218 shares; 2024Q4: 148,932 shares; 2025Q1: 222,895 shares; 2025Q2: 202,740 shares; 2025Q3: 212,581 shares; 2025Q4: 242,412 shares 242,412 $8.45M 0.21% +29,831 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: 14,245 shares; 2024Q4: 15,641 shares; 2025Q1: 17,060 shares; 2025Q2: 19,884 shares; 2025Q3: 23,702 shares; 2025Q4: 26,289 shares 26,289 $8.41M 0.21% +2,587 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,170 shares; 2024Q4: 9,366 shares; 2025Q1: 16,469 shares; 2025Q2: 18,152 shares; 2025Q3: 19,664 shares; 2025Q4: 20,794 shares 20,794 $8.31M 0.2% +1,130 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,525 shares; 2024Q4: 89,051 shares; 2025Q1: 88,432 shares; 2025Q2: 88,528 shares; 2025Q3: 88,363 shares; 2025Q4: 88,089 shares 88,089 $8.21M 0.2% -274 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,430 shares; 2024Q4: 71,075 shares; 2025Q1: 67,754 shares; 2025Q2: 67,222 shares; 2025Q3: 66,804 shares; 2025Q4: 66,889 shares 66,889 $8.13M 0.2% +85 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: 16,595 shares; 2024Q4: 15,090 shares; 2025Q1: 16,896 shares; 2025Q2: 17,379 shares; 2025Q3: 18,192 shares; 2025Q4: 18,006 shares 18,006 $8.09M 0.2% -186 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,681 shares; 2024Q4: 135,612 shares; 2025Q1: 148,626 shares; 2025Q2: 156,277 shares; 2025Q3: 162,149 shares; 2025Q4: 167,331 shares 167,331 $8.04M 0.2% +5,182 Timeline DEXC 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: 25,685 shares; 2025Q2: 33,092 shares; 2025Q3: 105,050 shares; 2025Q4: 122,816 shares 122,816 $8M 0.2% +17,766 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: 111,782 shares; 2024Q4: 109,545 shares; 2025Q1: 126,159 shares; 2025Q2: 116,922 shares; 2025Q3: 117,072 shares; 2025Q4: 120,351 shares 120,351 $7.92M 0.2% +3,279 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,909 shares; 2024Q4: 60,268 shares; 2025Q1: 60,216 shares; 2025Q2: 59,810 shares; 2025Q3: 59,944 shares; 2025Q4: 58,809 shares 58,809 $7.89M 0.19% -1,135 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: 37,713 shares; 2024Q4: 40,198 shares; 2025Q1: 51,436 shares; 2025Q2: 56,512 shares; 2025Q3: 67,330 shares; 2025Q4: 66,717 shares 66,717 $7.85M 0.19% -613 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: 18,414 shares; 2024Q4: 18,910 shares; 2025Q1: 20,151 shares; 2025Q2: 20,530 shares; 2025Q3: 21,631 shares; 2025Q4: 25,249 shares 25,249 $7.81M 0.19% +3,618 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: 75,979 shares; 2024Q4: 84,099 shares; 2025Q1: 106,461 shares; 2025Q2: 110,268 shares; 2025Q3: 122,176 shares; 2025Q4: 124,908 shares 124,908 $7.63M 0.19% +2,732 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: 4,667 shares; 2024Q4: 5,435 shares; 2025Q1: 5,637 shares; 2025Q2: 5,975 shares; 2025Q3: 7,842 shares; 2025Q4: 7,758 shares 7,758 $7.63M 0.19% -84 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: 82,347 shares; 2024Q4: 88,254 shares; 2025Q1: 85,458 shares; 2025Q2: 85,470 shares; 2025Q3: 87,761 shares; 2025Q4: 87,197 shares 87,197 $7.55M 0.19% -564 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,675 shares; 2024Q4: 27,025 shares; 2025Q1: 26,345 shares; 2025Q2: 26,403 shares; 2025Q3: 26,318 shares; 2025Q4: 26,202 shares 26,202 $7.41M 0.18% -116 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,694 shares; 2024Q4: 193,200 shares; 2025Q1: 172,136 shares; 2025Q2: 175,535 shares; 2025Q3: 177,481 shares; 2025Q4: 177,933 shares 177,933 $7.23M 0.18% +452 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,686 shares; 2024Q4: 138,340 shares; 2025Q1: 145,044 shares; 2025Q2: 142,021 shares; 2025Q3: 123,044 shares; 2025Q4: 115,661 shares 115,661 $7.18M 0.18% -7,383 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,069 shares; 2024Q4: 81,109 shares; 2025Q1: 83,942 shares; 2025Q2: 86,730 shares; 2025Q3: 88,678 shares; 2025Q4: 91,421 shares 91,421 $7.02M 0.17% +2,743 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: 78,926 shares; 2024Q4: 624,391 shares; 2025Q1: 495,020 shares; 2025Q2: 407,064 shares; 2025Q3: 239,483 shares; 2025Q4: 239,861 shares 239,861 $6.99M 0.17% +378 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: 29,789 shares; 2024Q4: 29,580 shares; 2025Q1: 31,787 shares; 2025Q2: 31,209 shares; 2025Q3: 31,215 shares; 2025Q4: 30,847 shares 30,847 $6.92M 0.17% -368 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: 32,219 shares; 2024Q4: 35,695 shares; 2025Q1: 38,138 shares; 2025Q2: 66,735 shares; 2025Q3: 65,582 shares; 2025Q4: 64,380 shares 64,380 $6.92M 0.17% -1,202 Timeline MDYG 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: 48,946 shares; 2024Q4: 50,697 shares; 2025Q1: 56,301 shares; 2025Q2: 62,758 shares; 2025Q3: 68,691 shares; 2025Q4: 70,524 shares 70,524 $6.91M 0.17% +1,833 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,511 shares; 2024Q4: 546,958 shares; 2025Q1: 570,924 shares; 2025Q2: 588,652 shares; 2025Q3: 575,279 shares; 2025Q4: 548,082 shares 548,082 $6.84M 0.17% -27,197 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 164,361 shares; 2025Q4: 243,452 shares 243,452 $6.76M 0.17% +79,091 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,879 shares; 2024Q4: 56,929 shares; 2025Q1: 56,125 shares; 2025Q2: 55,784 shares; 2025Q3: 55,409 shares; 2025Q4: 54,873 shares 54,873 $6.75M 0.17% -536 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: 15,680 shares; 2024Q4: 19,699 shares; 2025Q1: 21,546 shares; 2025Q2: 21,600 shares; 2025Q3: 21,280 shares; 2025Q4: 22,942 shares 22,942 $6.71M 0.17% +1,662 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND 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: 111,290 shares; 2025Q2: 111,311 shares; 2025Q3: 111,311 shares; 2025Q4: 111,311 shares 111,311 $6.52M 0.16% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,490 shares; 2024Q4: 28,455 shares; 2025Q1: 55,577 shares; 2025Q2: 61,845 shares; 2025Q3: 64,902 shares; 2025Q4: 64,486 shares 64,486 $6.47M 0.16% -416 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,980 shares; 2024Q4: 27,210 shares; 2025Q1: 28,692 shares; 2025Q2: 28,558 shares; 2025Q3: 28,383 shares; 2025Q4: 28,149 shares 28,149 $6.46M 0.16% -234 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,471 shares; 2024Q4: 41,967 shares; 2025Q1: 42,277 shares; 2025Q2: 42,119 shares; 2025Q3: 42,069 shares; 2025Q4: 43,046 shares 43,046 $6.45M 0.16% +977 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,472 shares; 2024Q4: 788,849 shares; 2025Q1: 788,963 shares; 2025Q2: 784,377 shares; 2025Q3: 716,004 shares; 2025Q4: 707,830 shares 707,830 $6.41M 0.16% -8,174 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 38,044 shares; 2025Q1: 41,865 shares; 2025Q2: 42,262 shares; 2025Q3: 44,101 shares; 2025Q4: 46,819 shares 46,819 $6.38M 0.16% +2,718 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,973 shares; 2024Q4: 60,705 shares; 2025Q1: 67,926 shares; 2025Q2: 71,485 shares; 2025Q3: 95,747 shares; 2025Q4: 127,529 shares 127,529 $6.37M 0.16% +31,782 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,855 shares; 2024Q4: 151,844 shares; 2025Q1: 155,660 shares; 2025Q2: 150,820 shares; 2025Q3: 149,458 shares; 2025Q4: 138,333 shares 138,333 $6.34M 0.16% -11,125 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,753 shares; 2024Q4: 62,576 shares; 2025Q1: 62,478 shares; 2025Q2: 62,205 shares; 2025Q3: 60,747 shares; 2025Q4: 57,133 shares 57,133 $6.34M 0.16% -3,614 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,000 shares 162,000 $6.28M 0.15% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,498 shares; 2025Q2: 87,027 shares; 2025Q3: 94,927 shares; 2025Q4: 105,038 shares 105,038 $6.22M 0.15% +10,111 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 6,489 shares; 2025Q1: 7,675 shares; 2025Q2: 8,535 shares; 2025Q3: 8,574 shares; 2025Q4: 9,286 shares 9,286 $6.11M 0.15% +712 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,920 shares; 2025Q3: 65,776 shares; 2025Q4: 65,076 shares 65,076 $6.1M 0.15% -700 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,962 shares; 2024Q4: 106,093 shares; 2025Q1: 95,488 shares; 2025Q2: 95,044 shares; 2025Q3: 84,365 shares; 2025Q4: 80,642 shares 80,642 $6.04M 0.15% -3,723 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,770 shares; 2024Q4: 32,122 shares; 2025Q1: 62,539 shares; 2025Q2: 62,567 shares; 2025Q3: 61,773 shares; 2025Q4: 61,529 shares 61,529 $6.01M 0.15% -244 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,872 shares; 2024Q4: 16,655 shares; 2025Q1: 17,032 shares; 2025Q2: 17,033 shares; 2025Q3: 14,291 shares; 2025Q4: 14,930 shares 14,930 $5.86M 0.14% +639 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 81,499 shares; 2025Q3: 80,941 shares; 2025Q4: 65,614 shares 65,614 $5.83M 0.14% -15,327 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: 6,850 shares; 2024Q4: 6,996 shares; 2025Q1: 7,045 shares; 2025Q2: 7,414 shares; 2025Q3: 7,409 shares; 2025Q4: 7,722 shares 7,722 $5.83M 0.14% +313 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 16,853 shares; 2025Q1: 16,760 shares; 2025Q2: 18,336 shares; 2025Q3: 19,760 shares; 2025Q4: 19,811 shares 19,811 $5.82M 0.14% +51 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: 104,480 shares; 2024Q4: 128,834 shares; 2025Q1: 116,078 shares; 2025Q2: 120,815 shares; 2025Q3: 122,064 shares; 2025Q4: 114,132 shares 114,132 $5.79M 0.14% -7,932 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: 149,885 shares; 2024Q4: 154,550 shares; 2025Q1: 164,017 shares; 2025Q2: 168,825 shares; 2025Q3: 171,639 shares; 2025Q4: 174,595 shares 174,595 $5.78M 0.14% +2,956 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,606 shares; 2024Q4: 12,804 shares; 2025Q1: 13,084 shares; 2025Q2: 13,055 shares; 2025Q3: 13,126 shares; 2025Q4: 15,270 shares 15,270 $5.77M 0.14% +2,144 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: 17,630 shares; 2024Q4: 17,858 shares; 2025Q1: 16,749 shares; 2025Q2: 17,539 shares; 2025Q3: 17,878 shares; 2025Q4: 17,761 shares 17,761 $5.75M 0.14% -117 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: 13,635 shares; 2024Q4: 13,894 shares; 2025Q1: 15,040 shares; 2025Q2: 15,994 shares; 2025Q3: 19,599 shares; 2025Q4: 20,355 shares 20,355 $5.72M 0.14% +756 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,801 shares; 2024Q4: 77,288 shares; 2025Q1: 64,237 shares; 2025Q2: 63,295 shares; 2025Q3: 56,964 shares; 2025Q4: 55,752 shares 55,752 $5.68M 0.14% -1,212 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,242 shares; 2024Q4: 30,452 shares; 2025Q1: 49,346 shares; 2025Q2: 49,204 shares; 2025Q3: 49,210 shares; 2025Q4: 49,168 shares 49,168 $5.64M 0.14% -42 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: 46,305 shares; 2024Q4: 44,983 shares; 2025Q1: 45,894 shares; 2025Q2: 46,657 shares; 2025Q3: 47,545 shares; 2025Q4: 46,462 shares 46,462 $5.46M 0.13% -1,083 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 9,607 shares; 2025Q1: 9,788 shares; 2025Q2: 10,275 shares; 2025Q3: 10,281 shares; 2025Q4: 9,642 shares 9,642 $5.44M 0.13% -639 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: 10,283 shares; 2024Q4: 10,234 shares; 2025Q1: 9,969 shares; 2025Q2: 10,627 shares; 2025Q3: 10,174 shares; 2025Q4: 10,243 shares 10,243 $5.37M 0.13% +69 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: 17,436 shares; 2024Q4: 18,536 shares; 2025Q1: 20,658 shares; 2025Q2: 22,557 shares; 2025Q3: 23,348 shares; 2025Q4: 24,170 shares 24,170 $5.32M 0.13% +822 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 10,899 shares; 2025Q1: 11,107 shares; 2025Q2: 20,846 shares; 2025Q3: 20,810 shares; 2025Q4: 20,913 shares 20,913 $5.3M 0.13% +103 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: 96,504 shares; 2024Q4: 85,308 shares; 2025Q1: 77,292 shares; 2025Q2: 71,356 shares; 2025Q3: 64,609 shares; 2025Q4: 58,265 shares 58,265 $5.28M 0.13% -6,344 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,406 shares; 2024Q4: 25,632 shares; 2025Q1: 25,256 shares; 2025Q2: 25,653 shares; 2025Q3: 25,690 shares; 2025Q4: 25,240 shares 25,240 $5.23M 0.13% -450 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,807 shares; 2024Q4: 3,590 shares; 2025Q1: 3,636 shares; 2025Q2: 3,624 shares; 2025Q3: 3,653 shares; 2025Q4: 3,665 shares 3,665 $5.2M 0.13% +12 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: 33,423 shares; 2024Q4: 33,475 shares; 2025Q1: 33,774 shares; 2025Q2: 33,453 shares; 2025Q3: 34,810 shares; 2025Q4: 34,349 shares 34,349 $5.16M 0.13% -461 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: 19,300 shares; 2024Q4: 19,633 shares; 2025Q1: 20,655 shares; 2025Q2: 21,401 shares; 2025Q3: 24,891 shares; 2025Q4: 29,062 shares 29,062 $5.15M 0.13% +4,171 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,106 shares; 2024Q4: 16,320 shares; 2025Q1: 17,530 shares; 2025Q2: 17,393 shares; 2025Q3: 17,419 shares; 2025Q4: 35,429 shares 35,429 $5.14M 0.13% +18,010 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: 2,602 shares; 2024Q4: 2,550 shares; 2025Q1: 4,655 shares; 2025Q2: 5,669 shares; 2025Q3: 7,043 shares; 2025Q4: 11,191 shares 11,191 $5.13M 0.13% +4,148 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,880 shares; 2024Q4: 39,271 shares; 2025Q1: 46,998 shares; 2025Q2: 48,575 shares; 2025Q3: 54,427 shares; 2025Q4: 57,297 shares 57,297 $5.09M 0.13% +2,870 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: 78,219 shares; 2024Q4: 82,827 shares; 2025Q1: 71,776 shares; 2025Q2: 70,539 shares; 2025Q3: 60,944 shares; 2025Q4: 60,235 shares 60,235 $4.99M 0.12% -709 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: 187,972 shares; 2024Q4: 193,519 shares; 2025Q1: 195,128 shares; 2025Q2: 199,596 shares; 2025Q3: 201,714 shares; 2025Q4: 213,268 shares 213,268 $4.99M 0.12% +11,554 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 4,425 shares; 2025Q1: 36,325 shares; 2025Q2: 36,515 shares; 2025Q3: 35,580 shares; 2025Q4: 35,813 shares 35,813 $4.79M 0.12% +233 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: 9,966 shares; 2024Q4: 9,934 shares; 2025Q1: 10,558 shares; 2025Q2: 9,877 shares; 2025Q3: 9,880 shares; 2025Q4: 10,174 shares 10,174 $4.76M 0.12% +294 Timeline DEHP 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: 128,072 shares; 2024Q4: 130,554 shares; 2025Q1: 134,577 shares; 2025Q2: 136,103 shares; 2025Q3: 137,269 shares; 2025Q4: 136,942 shares 136,942 $4.76M 0.12% -327 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: 22,880 shares; 2024Q4: 22,588 shares; 2025Q1: 23,430 shares; 2025Q2: 22,415 shares; 2025Q3: 22,332 shares; 2025Q4: 21,842 shares 21,842 $4.73M 0.12% -490 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,928 shares; 2025Q1: 78,495 shares; 2025Q2: 78,407 shares; 2025Q3: 76,689 shares; 2025Q4: 77,081 shares 77,081 $4.72M 0.12% +392 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,364 shares; 2024Q4: 19,359 shares; 2025Q1: 19,433 shares; 2025Q2: 19,441 shares; 2025Q3: 20,514 shares; 2025Q4: 20,777 shares 20,777 $4.68M 0.12% +263 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: 34,394 shares; 2024Q4: 39,083 shares; 2025Q1: 51,473 shares; 2025Q2: 58,783 shares; 2025Q3: 61,831 shares; 2025Q4: 63,223 shares 63,223 $4.67M 0.12% +1,392 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,000 shares; 2025Q4: 189,910 shares 189,910 $4.51M 0.11% +99,910 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 2,145 shares; 2025Q1: 28,243 shares; 2025Q2: 27,526 shares; 2025Q3: 27,056 shares; 2025Q4: 25,904 shares 25,904 $4.51M 0.11% -1,152 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: 114,554 shares; 2024Q4: 110,758 shares; 2025Q1: 109,336 shares; 2025Q2: 114,896 shares; 2025Q3: 105,844 shares; 2025Q4: 88,105 shares 88,105 $4.47M 0.11% -17,739 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: 29,590 shares; 2024Q4: 30,279 shares; 2025Q1: 53,345 shares; 2025Q2: 53,656 shares; 2025Q3: 53,072 shares; 2025Q4: 61,871 shares 61,871 $4.4M 0.11% +8,799 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,806 shares; 2024Q4: 40,380 shares; 2025Q1: 55,011 shares; 2025Q2: 60,643 shares; 2025Q3: 62,170 shares; 2025Q4: 63,832 shares 63,832 $4.39M 0.11% +1,662 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,337 shares; 2024Q4: 321,537 shares; 2025Q1: 326,501 shares; 2025Q2: 347,690 shares; 2025Q3: 532,503 shares; 2025Q4: 536,132 shares 536,132 $4.36M 0.11% +3,629 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,515 shares; 2024Q4: 55,294 shares; 2025Q1: 66,016 shares; 2025Q2: 75,508 shares; 2025Q3: 68,343 shares; 2025Q4: 76,182 shares 76,182 $4.32M 0.11% +7,839 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,516 shares; 2024Q4: 46,893 shares; 2025Q1: 46,592 shares; 2025Q2: 46,708 shares; 2025Q3: 45,730 shares; 2025Q4: 45,855 shares 45,855 $4.31M 0.11% +125 Timeline CAIE 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: 76,090 shares; 2025Q4: 156,268 shares 156,268 $4.21M 0.1% +80,178 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,363 shares; 2024Q4: 93,660 shares; 2025Q1: 94,110 shares; 2025Q2: 94,015 shares; 2025Q3: 95,099 shares; 2025Q4: 94,388 shares 94,388 $4.19M 0.1% -711 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,586 shares; 2024Q4: 116,928 shares; 2025Q1: 117,309 shares; 2025Q2: 112,074 shares; 2025Q3: 112,046 shares; 2025Q4: 105,804 shares 105,804 $4.16M 0.1% -6,242 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,918 shares; 2024Q4: 55,368 shares; 2025Q1: 58,249 shares; 2025Q2: 60,957 shares; 2025Q3: 67,055 shares; 2025Q4: 66,008 shares 66,008 $4.16M 0.1% -1,047 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,498 shares; 2024Q4: 95,883 shares; 2025Q1: 94,812 shares; 2025Q2: 93,133 shares; 2025Q3: 90,065 shares; 2025Q4: 87,537 shares 87,537 $4.15M 0.1% -2,528 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,392 shares; 2024Q4: 12,059 shares; 2025Q1: 21,032 shares; 2025Q2: 22,452 shares; 2025Q3: 24,874 shares; 2025Q4: 25,936 shares 25,936 $4.04M 0.1% +1,062 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: 40,076 shares; 2024Q4: 41,719 shares; 2025Q1: 43,703 shares; 2025Q2: 44,704 shares; 2025Q3: 45,993 shares; 2025Q4: 43,295 shares 43,295 $4.04M 0.1% -2,698 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: 7,073 shares; 2024Q4: 7,388 shares; 2025Q1: 10,312 shares; 2025Q2: 10,860 shares; 2025Q3: 11,542 shares; 2025Q4: 10,508 shares 10,508 $4.03M 0.1% -1,034 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: 23,294 shares; 2024Q4: 27,203 shares; 2025Q1: 23,296 shares; 2025Q2: 29,559 shares; 2025Q3: 31,777 shares; 2025Q4: 37,249 shares 37,249 $4.03M 0.1% +5,472 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,386 shares; 2024Q4: 215,193 shares; 2025Q1: 214,909 shares; 2025Q2: 212,346 shares; 2025Q3: 211,117 shares; 2025Q4: 205,077 shares 205,077 $3.94M 0.1% -6,040 Timeline SLYG 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: 24,199 shares; 2024Q4: 25,322 shares; 2025Q1: 31,201 shares; 2025Q2: 35,037 shares; 2025Q3: 37,368 shares; 2025Q4: 38,962 shares 38,962 $3.9M 0.1% +1,594 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: 7,903 shares; 2024Q4: 7,413 shares; 2025Q1: 27,457 shares; 2025Q2: 28,485 shares; 2025Q3: 27,692 shares; 2025Q4: 26,381 shares 26,381 $3.9M 0.1% -1,311 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: 23,451 shares; 2024Q4: 23,389 shares; 2025Q1: 23,249 shares; 2025Q2: 23,371 shares; 2025Q3: 24,137 shares; 2025Q4: 26,419 shares 26,419 $3.87M 0.1% +2,282 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: 35,985 shares; 2024Q4: 35,742 shares; 2025Q1: 40,235 shares; 2025Q2: 37,370 shares; 2025Q3: 37,818 shares; 2025Q4: 39,153 shares 39,153 $3.81M 0.09% +1,335 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,273 shares; 2024Q4: 19,419 shares; 2025Q1: 22,865 shares; 2025Q2: 23,693 shares; 2025Q3: 26,015 shares; 2025Q4: 22,113 shares 22,113 $3.75M 0.09% -3,902 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: 38,292 shares; 2024Q4: 37,321 shares; 2025Q1: 39,234 shares; 2025Q2: 42,433 shares; 2025Q3: 40,988 shares; 2025Q4: 41,570 shares 41,570 $3.71M 0.09% +582 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,532 shares; 2025Q2: 15,395 shares; 2025Q3: 17,049 shares; 2025Q4: 16,936 shares 16,936 $3.69M 0.09% -113 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: 33,616 shares; 2024Q4: 40,008 shares; 2025Q1: 39,171 shares; 2025Q2: 37,985 shares; 2025Q3: 38,109 shares; 2025Q4: 33,965 shares 33,965 $3.65M 0.09% -4,144 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,529 shares; 2024Q4: 178,634 shares; 2025Q1: 169,686 shares; 2025Q2: 173,121 shares; 2025Q3: 176,634 shares; 2025Q4: 179,712 shares 179,712 $3.65M 0.09% +3,078 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,565 shares; 2024Q4: 61,489 shares; 2025Q1: 60,505 shares; 2025Q2: 60,219 shares; 2025Q3: 59,471 shares; 2025Q4: 61,811 shares 61,811 $3.65M 0.09% +2,340 Timeline ISCV 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: 49,798 shares; 2024Q4: 49,857 shares; 2025Q1: 49,900 shares; 2025Q2: 49,893 shares; 2025Q3: 50,139 shares; 2025Q4: 50,339 shares 50,339 $3.65M 0.09% +200 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,926 shares; 2024Q4: 74,563 shares; 2025Q1: 73,354 shares; 2025Q2: 73,200 shares; 2025Q3: 73,163 shares; 2025Q4: 81,623 shares 81,623 $3.6M 0.09% +8,460 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,129 shares; 2025Q2: 39,131 shares; 2025Q3: 37,987 shares; 2025Q4: 36,142 shares 36,142 $3.54M 0.09% -1,845 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,997 shares; 2024Q4: 61,958 shares; 2025Q1: 68,669 shares; 2025Q2: 66,668 shares; 2025Q3: 66,644 shares; 2025Q4: 71,542 shares 71,542 $3.52M 0.09% +4,898 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: 62,981 shares; 2024Q4: 65,353 shares; 2025Q1: 76,152 shares; 2025Q2: 76,077 shares; 2025Q3: 72,735 shares; 2025Q4: 70,285 shares 70,285 $3.51M 0.09% -2,450 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,267 shares; 2024Q4: 17,595 shares; 2025Q1: 18,884 shares; 2025Q2: 21,246 shares; 2025Q3: 24,011 shares; 2025Q4: 20,935 shares 20,935 $3.49M 0.09% -3,076 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: 51,957 shares; 2024Q4: 51,281 shares; 2025Q1: 36,378 shares; 2025Q2: 30,301 shares; 2025Q3: 25,109 shares; 2025Q4: 19,404 shares 19,404 $3.47M 0.09% -5,705 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: 13,787 shares; 2024Q4: 14,042 shares; 2025Q1: 24,991 shares; 2025Q2: 28,274 shares; 2025Q3: 29,904 shares; 2025Q4: 32,066 shares 32,066 $3.43M 0.08% +2,162 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: 50,226 shares; 2024Q4: 59,134 shares; 2025Q1: 59,368 shares; 2025Q2: 59,821 shares; 2025Q3: 65,912 shares; 2025Q4: 69,237 shares 69,237 $3.43M 0.08% +3,325 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: 34,755 shares; 2024Q4: 35,371 shares; 2025Q1: 36,707 shares; 2025Q2: 36,087 shares; 2025Q3: 44,282 shares; 2025Q4: 58,857 shares 58,857 $3.41M 0.08% +14,575 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,303 shares; 2024Q4: 19,297 shares; 2025Q1: 19,444 shares; 2025Q2: 19,207 shares; 2025Q3: 20,385 shares; 2025Q4: 20,546 shares 20,546 $3.4M 0.08% +161 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: 70,143 shares; 2024Q4: 68,462 shares; 2025Q1: 69,091 shares; 2025Q2: 69,241 shares; 2025Q3: 70,074 shares; 2025Q4: 70,162 shares 70,162 $3.38M 0.08% +88 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: 34,362 shares; 2024Q4: 66,459 shares; 2025Q1: 64,370 shares; 2025Q2: 64,591 shares; 2025Q3: 62,624 shares; 2025Q4: 66,548 shares 66,548 $3.36M 0.08% +3,924 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 2,193 shares; 2025Q1: 2,791 shares; 2025Q2: 3,264 shares; 2025Q3: 3,450 shares; 2025Q4: 3,627 shares 3,627 $3.33M 0.08% +177 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 10,297 shares; 2025Q1: 10,846 shares; 2025Q2: 10,866 shares; 2025Q3: 11,828 shares; 2025Q4: 11,655 shares 11,655 $3.29M 0.08% -173 Timeline XC 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: 108,762 shares; 2024Q4: 91,426 shares; 2025Q1: 92,549 shares; 2025Q2: 92,618 shares; 2025Q3: 92,996 shares; 2025Q4: 97,160 shares 97,160 $3.28M 0.08% +4,164 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,020 shares; 2025Q2: 6,542 shares; 2025Q3: 13,763 shares; 2025Q4: 22,819 shares 22,819 $3.23M 0.08% +9,056 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 14,412 shares; 2025Q1: 10,126 shares; 2025Q2: 12,347 shares; 2025Q3: 23,155 shares; 2025Q4: 24,404 shares 24,404 $3.22M 0.08% +1,249 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,258 shares; 2024Q4: 12,258 shares; 2025Q1: 12,434 shares; 2025Q2: 12,568 shares; 2025Q3: 13,352 shares; 2025Q4: 16,218 shares 16,218 $3.22M 0.08% +2,866 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: 14,286 shares; 2024Q4: 15,093 shares; 2025Q1: 16,895 shares; 2025Q2: 20,269 shares; 2025Q3: 22,643 shares; 2025Q4: 22,289 shares 22,289 $3.22M 0.08% -354 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,059 shares; 2024Q4: 69,113 shares; 2025Q1: 67,895 shares; 2025Q2: 67,922 shares; 2025Q3: 65,732 shares; 2025Q4: 65,673 shares 65,673 $3.22M 0.08% -59 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,780 shares; 2024Q4: 84,049 shares; 2025Q1: 81,658 shares; 2025Q2: 83,980 shares; 2025Q3: 86,108 shares; 2025Q4: 87,915 shares 87,915 $3.18M 0.08% +1,807 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,754 shares; 2024Q4: 32,063 shares; 2025Q1: 34,129 shares; 2025Q2: 34,761 shares; 2025Q3: 35,287 shares; 2025Q4: 36,397 shares 36,397 $3.17M 0.08% +1,110 Timeline VONG 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: 25,473 shares; 2024Q4: 25,257 shares; 2025Q1: 26,322 shares; 2025Q2: 26,124 shares; 2025Q3: 26,311 shares; 2025Q4: 26,274 shares 26,274 $3.17M 0.08% -37 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: 26,128 shares; 2024Q4: 30,081 shares; 2025Q1: 33,795 shares; 2025Q2: 33,926 shares; 2025Q3: 39,137 shares; 2025Q4: 42,246 shares 42,246 $3.15M 0.08% +3,109 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,957 shares; 2025Q2: 77,785 shares; 2025Q3: 76,940 shares; 2025Q4: 73,962 shares 73,962 $3.08M 0.08% -2,978 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,759 shares; 2024Q4: 8,434 shares; 2025Q1: 17,654 shares; 2025Q2: 26,128 shares; 2025Q3: 26,803 shares; 2025Q4: 27,600 shares 27,600 $3.04M 0.08% +797 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: 15,497 shares; 2024Q4: 16,819 shares; 2025Q1: 18,327 shares; 2025Q2: 25,744 shares; 2025Q3: 26,423 shares; 2025Q4: 29,617 shares 29,617 $3.04M 0.07% +3,194 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: 35,632 shares; 2024Q4: 36,594 shares; 2025Q1: 35,706 shares; 2025Q2: 39,516 shares; 2025Q3: 40,860 shares; 2025Q4: 41,481 shares 41,481 $3.02M 0.07% +621 Timeline IHI 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: 6,688 shares; 2024Q4: 6,688 shares; 2025Q1: 48,593 shares; 2025Q2: 48,118 shares; 2025Q3: 47,593 shares; 2025Q4: 50,113 shares 50,113 $3.02M 0.07% +2,520 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,363 shares; 2025Q2: 16,685 shares; 2025Q3: 17,728 shares; 2025Q4: 22,087 shares 22,087 $3.01M 0.07% +4,359 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,536 shares; 2024Q4: 24,316 shares; 2025Q1: 24,223 shares; 2025Q2: 26,589 shares; 2025Q3: 30,346 shares; 2025Q4: 29,448 shares 29,448 $3.01M 0.07% -898 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: 20,488 shares; 2024Q4: 22,584 shares; 2025Q1: 35,151 shares; 2025Q2: 35,260 shares; 2025Q3: 38,529 shares; 2025Q4: 37,112 shares 37,112 $2.96M 0.07% -1,417 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,846 shares; 2024Q4: 13,941 shares; 2025Q1: 18,770 shares; 2025Q2: 18,785 shares; 2025Q3: 19,706 shares; 2025Q4: 20,020 shares 20,020 $2.96M 0.07% +314 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,717 shares; 2024Q4: 23,360 shares; 2025Q1: 23,413 shares; 2025Q2: 23,478 shares; 2025Q3: 22,912 shares; 2025Q4: 22,515 shares 22,515 $2.96M 0.07% -397 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,197 shares; 2024Q4: 50,827 shares; 2025Q1: 47,959 shares; 2025Q2: 66,455 shares; 2025Q3: 75,042 shares; 2025Q4: 65,537 shares 65,537 $2.95M 0.07% -9,505 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,929 shares; 2024Q4: 54,647 shares; 2025Q1: 61,664 shares; 2025Q2: 61,017 shares; 2025Q3: 62,046 shares; 2025Q4: 56,953 shares 56,953 $2.92M 0.07% -5,093 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 45,830 shares 45,830 $2.86M 0.07% new Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,903 shares; 2024Q4: 242,118 shares; 2025Q1: 257,462 shares; 2025Q2: 264,969 shares; 2025Q3: 243,020 shares; 2025Q4: 248,106 shares 248,106 $2.84M 0.07% +5,086 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 7,433 shares; 2025Q1: 6,324 shares; 2025Q2: 6,004 shares; 2025Q3: 5,943 shares; 2025Q4: 5,383 shares 5,383 $2.82M 0.07% -560 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,244 shares; 2024Q4: 6,901 shares; 2025Q1: 6,944 shares; 2025Q2: 7,049 shares; 2025Q3: 7,196 shares; 2025Q4: 5,959 shares 5,959 $2.79M 0.07% -1,237 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,524 shares; 2025Q1: 3,180 shares; 2025Q2: 8,711 shares; 2025Q3: 9,340 shares; 2025Q4: 12,767 shares 12,767 $2.77M 0.07% +3,427 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,533 shares; 2024Q4: 104,393 shares; 2025Q1: 102,150 shares; 2025Q2: 102,155 shares; 2025Q3: 101,304 shares; 2025Q4: 102,158 shares 102,158 $2.75M 0.07% +854 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: 39,257 shares; 2024Q4: 45,160 shares; 2025Q1: 44,928 shares; 2025Q2: 49,213 shares; 2025Q3: 51,278 shares; 2025Q4: 52,599 shares 52,599 $2.72M 0.07% +1,321 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 16,041 shares; 2025Q1: 24,006 shares; 2025Q2: 28,637 shares; 2025Q3: 35,362 shares; 2025Q4: 53,568 shares 53,568 $2.72M 0.07% +18,206 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,792 shares; 2024Q4: 16,691 shares; 2025Q1: 18,950 shares; 2025Q2: 22,140 shares; 2025Q3: 24,062 shares; 2025Q4: 23,893 shares 23,893 $2.71M 0.07% -169 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,362 shares; 2024Q4: 9,468 shares; 2025Q1: 10,544 shares; 2025Q2: 11,753 shares; 2025Q3: 14,524 shares; 2025Q4: 16,452 shares 16,452 $2.68M 0.07% +1,928 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: 9,314 shares; 2024Q4: 9,655 shares; 2025Q1: 10,690 shares; 2025Q2: 11,397 shares; 2025Q3: 12,485 shares; 2025Q4: 13,695 shares 13,695 $2.68M 0.07% +1,210 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: 8,581 shares; 2024Q4: 8,783 shares; 2025Q1: 9,388 shares; 2025Q2: 10,695 shares; 2025Q3: 11,139 shares; 2025Q4: 11,670 shares 11,670 $2.68M 0.07% +531 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 11,711 shares; 2025Q1: 10,502 shares; 2025Q2: 11,132 shares; 2025Q3: 11,639 shares; 2025Q4: 10,435 shares 10,435 $2.63M 0.06% -1,204 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,333 shares; 2024Q4: 38,299 shares; 2025Q1: 38,500 shares; 2025Q2: 38,549 shares; 2025Q3: 38,452 shares; 2025Q4: 38,317 shares 38,317 $2.59M 0.06% -135 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 5,695 shares; 2025Q1: 6,873 shares; 2025Q2: 7,391 shares; 2025Q3: 7,190 shares; 2025Q4: 8,015 shares 8,015 $2.58M 0.06% +825 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,809 shares; 2024Q4: 75,061 shares; 2025Q1: 64,917 shares; 2025Q2: 65,363 shares; 2025Q3: 61,361 shares; 2025Q4: 59,855 shares 59,855 $2.57M 0.06% -1,506 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: 3,041 shares; 2024Q4: 3,308 shares; 2025Q1: 3,461 shares; 2025Q2: 4,340 shares; 2025Q3: 6,932 shares; 2025Q4: 7,623 shares 7,623 $2.55M 0.06% +691 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: 2,977 shares; 2024Q4: 3,137 shares; 2025Q1: 2,703 shares; 2025Q2: 2,875 shares; 2025Q3: 3,100 shares; 2025Q4: 29,166 shares 29,166 $2.51M 0.06% +26,066 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,818 shares; 2024Q4: 15,342 shares; 2025Q1: 14,401 shares; 2025Q2: 14,668 shares; 2025Q3: 14,635 shares; 2025Q4: 14,302 shares 14,302 $2.51M 0.06% -333 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,671 shares; 2025Q1: 5,011 shares; 2025Q2: 6,470 shares; 2025Q3: 6,813 shares; 2025Q4: 6,853 shares 6,853 $2.48M 0.06% +40 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: 13,207 shares; 2024Q4: 12,821 shares; 2025Q1: 13,127 shares; 2025Q2: 12,905 shares; 2025Q3: 12,589 shares; 2025Q4: 12,193 shares 12,193 $2.47M 0.06% -396 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE 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: 61,456 shares; 2025Q2: 60,716 shares; 2025Q3: 55,798 shares; 2025Q4: 54,180 shares 54,180 $2.47M 0.06% -1,618 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: 9,117 shares; 2024Q4: 10,692 shares; 2025Q1: 10,644 shares; 2025Q2: 10,900 shares; 2025Q3: 11,209 shares; 2025Q4: 10,476 shares 10,476 $2.46M 0.06% -733 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 2,095 shares; 2025Q1: 3,016 shares; 2025Q2: 3,590 shares; 2025Q3: 5,812 shares; 2025Q4: 6,771 shares 6,771 $2.46M 0.06% +959 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,778 shares; 2024Q4: 11,715 shares; 2025Q1: 13,528 shares; 2025Q2: 13,959 shares; 2025Q3: 14,134 shares; 2025Q4: 15,699 shares 15,699 $2.45M 0.06% +1,565 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: 3,072 shares; 2024Q4: 3,364 shares; 2025Q1: 3,644 shares; 2025Q2: 4,606 shares; 2025Q3: 9,004 shares; 2025Q4: 6,800 shares 6,800 $2.42M 0.06% -2,204 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: 25,154 shares; 2024Q4: 26,540 shares; 2025Q1: 29,265 shares; 2025Q2: 31,689 shares; 2025Q3: 31,752 shares; 2025Q4: 30,246 shares 30,246 $2.41M 0.06% -1,506 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,709 shares; 2024Q4: 18,393 shares; 2025Q1: 16,658 shares; 2025Q2: 16,616 shares; 2025Q3: 23,757 shares; 2025Q4: 43,897 shares 43,897 $2.4M 0.06% +20,140 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,876 shares; 2024Q4: 31,880 shares; 2025Q1: 32,034 shares; 2025Q2: 32,038 shares; 2025Q3: 32,042 shares; 2025Q4: 32,045 shares 32,045 $2.37M 0.06% +3 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 12,718 shares; 2025Q1: 12,392 shares; 2025Q2: 13,307 shares; 2025Q3: 12,447 shares; 2025Q4: 13,653 shares 13,653 $2.36M 0.06% +1,206 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: 9,806 shares; 2024Q4: 10,253 shares; 2025Q1: 12,869 shares; 2025Q2: 12,814 shares; 2025Q3: 12,832 shares; 2025Q4: 16,186 shares 16,186 $2.35M 0.06% +3,354 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,985 shares; 2024Q4: 84,980 shares; 2025Q1: 70,369 shares; 2025Q2: 70,369 shares; 2025Q3: 70,369 shares; 2025Q4: 71,223 shares 71,223 $2.32M 0.06% +854 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: 48,194 shares; 2024Q4: 51,278 shares; 2025Q1: 51,431 shares; 2025Q2: 51,611 shares; 2025Q3: 47,576 shares; 2025Q4: 47,358 shares 47,358 $2.3M 0.06% -218 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,718 shares; 2024Q4: 47,975 shares; 2025Q1: 47,975 shares; 2025Q2: 48,293 shares; 2025Q3: 48,293 shares; 2025Q4: 48,517 shares 48,517 $2.3M 0.06% +224 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,116 shares; 2025Q1: not reported; 2025Q2: 4,302 shares; 2025Q3: 8,060 shares; 2025Q4: 8,381 shares 8,381 $2.27M 0.06% +321 Timeline DLN 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: 23,047 shares; 2024Q4: 28,777 shares; 2025Q1: 25,513 shares; 2025Q2: 25,193 shares; 2025Q3: 25,186 shares; 2025Q4: 25,254 shares 25,254 $2.27M 0.06% +68 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: 19,749 shares; 2024Q4: 20,744 shares; 2025Q1: 16,152 shares; 2025Q2: 15,332 shares; 2025Q3: 20,828 shares; 2025Q4: 26,999 shares 26,999 $2.26M 0.06% +6,171 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,277 shares; 2025Q1: 1,463 shares; 2025Q2: 1,661 shares; 2025Q3: 1,818 shares; 2025Q4: 1,629 shares 1,629 $2.26M 0.06% -189 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,701 shares; 2024Q4: 105,331 shares; 2025Q1: 90,552 shares; 2025Q2: 85,814 shares; 2025Q3: 83,812 shares; 2025Q4: 80,480 shares 80,480 $2.25M 0.06% -3,332 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,405 shares 178,405 $2.24M 0.06% new 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: 22,357 shares; 2024Q4: 21,702 shares; 2025Q1: 20,789 shares; 2025Q2: 22,322 shares; 2025Q3: 23,727 shares; 2025Q4: 26,296 shares 26,296 $2.23M 0.05% +2,569 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: 28,741 shares; 2024Q4: 26,098 shares; 2025Q1: 26,293 shares; 2025Q2: 26,373 shares; 2025Q3: 27,169 shares; 2025Q4: 30,799 shares 30,799 $2.23M 0.05% +3,630 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,783 shares; 2024Q4: 19,671 shares; 2025Q1: 17,412 shares; 2025Q2: 15,363 shares; 2025Q3: 14,187 shares; 2025Q4: 16,113 shares 16,113 $2.22M 0.05% +1,926 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 6,202 shares; 2025Q1: 4,946 shares; 2025Q2: 3,877 shares; 2025Q3: 4,299 shares; 2025Q4: 6,315 shares 6,315 $2.18M 0.05% +2,016 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: 36,059 shares; 2024Q4: 36,727 shares; 2025Q1: 37,239 shares; 2025Q2: 37,996 shares; 2025Q3: 39,243 shares; 2025Q4: 38,181 shares 38,181 $2.17M 0.05% -1,062 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,389 shares; 2025Q1: 2,497 shares; 2025Q2: 2,578 shares; 2025Q3: 3,051 shares; 2025Q4: 3,445 shares 3,445 $2.16M 0.05% +394 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: 22,268 shares; 2024Q4: 22,072 shares; 2025Q1: 21,888 shares; 2025Q2: 21,964 shares; 2025Q3: 21,927 shares; 2025Q4: 23,004 shares 23,004 $2.14M 0.05% +1,077 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: 14,443 shares; 2024Q4: 14,412 shares; 2025Q1: 14,661 shares; 2025Q2: 14,540 shares; 2025Q3: 14,516 shares; 2025Q4: 15,140 shares 15,140 $2.14M 0.05% +624 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,019 shares; 2025Q1: 5,368 shares; 2025Q2: not reported; 2025Q3: 21,387 shares; 2025Q4: 45,798 shares 45,798 $2.11M 0.05% +24,411 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,072 shares; 2024Q4: 81,328 shares; 2025Q1: 73,108 shares; 2025Q2: 77,570 shares; 2025Q3: 86,517 shares; 2025Q4: 82,257 shares 82,257 $2.11M 0.05% -4,260 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,474 shares; 2024Q4: 54,816 shares; 2025Q1: 42,142 shares; 2025Q2: 38,674 shares; 2025Q3: 38,222 shares; 2025Q4: 37,593 shares 37,593 $2.09M 0.05% -629 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: 3,254 shares; 2024Q4: 3,286 shares; 2025Q1: 19,496 shares; 2025Q2: 19,427 shares; 2025Q3: 16,390 shares; 2025Q4: 16,056 shares 16,056 $2.06M 0.05% -334 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,707 shares; 2025Q1: 2,065 shares; 2025Q2: 2,475 shares; 2025Q3: 2,320 shares; 2025Q4: 3,484 shares 3,484 $2.06M 0.05% +1,164 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 843 shares; 2025Q1: 830 shares; 2025Q2: 3,732 shares; 2025Q3: 3,782 shares; 2025Q4: 3,042 shares 3,042 $2.05M 0.05% -740 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,450 shares; 2024Q4: 38,280 shares; 2025Q1: 39,389 shares; 2025Q2: 40,845 shares; 2025Q3: 47,754 shares; 2025Q4: 48,884 shares 48,884 $2.04M 0.05% +1,130 Timeline VTC 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: 11,729 shares; 2024Q4: 19,182 shares; 2025Q1: 19,333 shares; 2025Q2: 19,496 shares; 2025Q3: 19,734 shares; 2025Q4: 25,866 shares 25,866 $2.02M 0.05% +6,132 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 4,820 shares; 2025Q1: 5,839 shares; 2025Q2: 5,837 shares; 2025Q3: 5,891 shares; 2025Q4: 5,849 shares 5,849 $2.02M 0.05% -42 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,372 shares; 2024Q4: 16,617 shares; 2025Q1: 18,673 shares; 2025Q2: 18,350 shares; 2025Q3: 18,147 shares; 2025Q4: 20,555 shares 20,555 $2.01M 0.05% +2,408 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,385 shares; 2024Q4: 25,603 shares; 2025Q1: 30,957 shares; 2025Q2: 36,822 shares; 2025Q3: 45,821 shares; 2025Q4: 46,360 shares 46,360 $2M 0.05% +539 Timeline AVMV 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: 16,209 shares; 2024Q4: 18,523 shares; 2025Q1: 20,647 shares; 2025Q2: 23,046 shares; 2025Q3: 24,998 shares; 2025Q4: 26,762 shares 26,762 $1.99M 0.05% +1,764 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: 22,731 shares; 2024Q4: 22,806 shares; 2025Q1: 22,973 shares; 2025Q2: 23,111 shares; 2025Q3: 23,733 shares; 2025Q4: 23,790 shares 23,790 $1.99M 0.05% +57 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,620 shares; 2024Q4: 14,452 shares; 2025Q1: 14,411 shares; 2025Q2: 16,587 shares; 2025Q3: 23,426 shares; 2025Q4: 23,595 shares 23,595 $1.96M 0.05% +169 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: 6,882 shares; 2024Q4: 7,916 shares; 2025Q1: 8,382 shares; 2025Q2: 8,089 shares; 2025Q3: 8,390 shares; 2025Q4: 8,559 shares 8,559 $1.95M 0.05% +169 Timeline PJUL 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: 41,562 shares; 2024Q4: 41,562 shares; 2025Q1: 49,137 shares; 2025Q2: 41,355 shares; 2025Q3: 41,340 shares; 2025Q4: 41,340 shares 41,340 $1.93M 0.05% 0 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: 3,946 shares; 2025Q1: 3,885 shares; 2025Q2: 7,484 shares; 2025Q3: 17,538 shares; 2025Q4: 22,515 shares 22,515 $1.93M 0.05% +4,977 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,918 shares; 2025Q1: 4,013 shares; 2025Q2: 4,121 shares; 2025Q3: 4,264 shares; 2025Q4: 4,272 shares 4,272 $1.93M 0.05% +8 Timeline VFQY 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: 14,656 shares; 2025Q2: 14,176 shares; 2025Q3: 14,176 shares; 2025Q4: 12,081 shares 12,081 $1.91M 0.05% -2,095 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: 13,427 shares; 2024Q4: 11,799 shares; 2025Q1: 15,611 shares; 2025Q2: 14,203 shares; 2025Q3: 14,138 shares; 2025Q4: 15,390 shares 15,390 $1.9M 0.05% +1,252 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: 22,895 shares; 2024Q4: 22,646 shares; 2025Q1: 22,556 shares; 2025Q2: 22,323 shares; 2025Q3: 21,814 shares; 2025Q4: 20,847 shares 20,847 $1.9M 0.05% -967 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: 16,007 shares; 2024Q4: 18,238 shares; 2025Q1: 14,138 shares; 2025Q2: 14,470 shares; 2025Q3: 14,284 shares; 2025Q4: 17,633 shares 17,633 $1.89M 0.05% +3,349 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,081 shares; 2025Q3: 65,158 shares; 2025Q4: 74,613 shares 74,613 $1.89M 0.05% +9,455 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,845 shares; 2024Q4: 100,793 shares; 2025Q1: 106,010 shares; 2025Q2: 106,784 shares; 2025Q3: 107,432 shares; 2025Q4: 102,047 shares 102,047 $1.88M 0.05% -5,385 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: 2,883 shares; 2024Q4: 3,070 shares; 2025Q1: 3,252 shares; 2025Q2: 3,398 shares; 2025Q3: 3,929 shares; 2025Q4: 4,158 shares 4,158 $1.88M 0.05% +229 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: 25,937 shares; 2024Q4: 26,001 shares; 2025Q1: 26,182 shares; 2025Q2: 26,237 shares; 2025Q3: 26,026 shares; 2025Q4: 26,079 shares 26,079 $1.86M 0.05% +53 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,078 shares; 2025Q1: 2,345 shares; 2025Q2: 3,680 shares; 2025Q3: 4,044 shares; 2025Q4: 6,176 shares 6,176 $1.86M 0.05% +2,132 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,544 shares; 2025Q1: 2,802 shares; 2025Q2: 5,200 shares; 2025Q3: 9,908 shares; 2025Q4: 12,330 shares 12,330 $1.85M 0.05% +2,422 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,922 shares; 2024Q4: 17,310 shares; 2025Q1: 46,848 shares; 2025Q2: 44,054 shares; 2025Q3: 54,737 shares; 2025Q4: 51,634 shares 51,634 $1.83M 0.05% -3,103 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 5,441 shares; 2025Q3: 6,339 shares; 2025Q4: 7,698 shares 7,698 $1.82M 0.04% +1,359 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,017 shares; 2025Q2: 10,330 shares; 2025Q3: 10,938 shares; 2025Q4: 23,669 shares 23,669 $1.82M 0.04% +12,731 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,396 shares; 2025Q1: 2,376 shares; 2025Q2: 2,628 shares; 2025Q3: 2,802 shares; 2025Q4: 3,458 shares 3,458 $1.81M 0.04% +656 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,357 shares; 2025Q1: 3,730 shares; 2025Q2: 4,025 shares; 2025Q3: 4,506 shares; 2025Q4: 5,466 shares 5,466 $1.81M 0.04% +960 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: 35,599 shares; 2024Q4: 35,383 shares; 2025Q1: 36,341 shares; 2025Q2: 36,617 shares; 2025Q3: 36,699 shares; 2025Q4: 36,774 shares 36,774 $1.81M 0.04% +75 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: 22,532 shares; 2024Q4: 23,083 shares; 2025Q1: 21,952 shares; 2025Q2: 21,515 shares; 2025Q3: 22,910 shares; 2025Q4: 22,907 shares 22,907 $1.8M 0.04% -3 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,241 shares; 2024Q4: 20,854 shares; 2025Q1: 48,101 shares; 2025Q2: 46,221 shares; 2025Q3: 44,158 shares; 2025Q4: 39,665 shares 39,665 $1.8M 0.04% -4,493 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,935 shares; 2024Q4: 7,979 shares; 2025Q1: 7,622 shares; 2025Q2: 8,624 shares; 2025Q3: 9,603 shares; 2025Q4: 10,057 shares 10,057 $1.8M 0.04% +454 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: 17,267 shares; 2024Q4: 17,486 shares; 2025Q1: 17,525 shares; 2025Q2: 17,839 shares; 2025Q3: 17,787 shares; 2025Q4: 18,117 shares 18,117 $1.79M 0.04% +330 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,788 shares; 2025Q1: 1,727 shares; 2025Q2: 26,909 shares; 2025Q3: 17,531 shares; 2025Q4: 18,056 shares 18,056 $1.79M 0.04% +525 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,271 shares; 2025Q1: 3,494 shares; 2025Q2: 5,193 shares; 2025Q3: 6,421 shares; 2025Q4: 5,911 shares 5,911 $1.78M 0.04% -510 Timeline DON 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: 39,960 shares; 2024Q4: 39,332 shares; 2025Q1: 39,551 shares; 2025Q2: 36,751 shares; 2025Q3: 35,435 shares; 2025Q4: 33,001 shares 33,001 $1.78M 0.04% -2,434 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,155 shares; 2025Q1: 1,582 shares; 2025Q2: 2,328 shares; 2025Q3: 2,789 shares; 2025Q4: 3,087 shares 3,087 $1.77M 0.04% +298 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: 56,093 shares; 2024Q4: 58,237 shares; 2025Q1: 60,645 shares; 2025Q2: 60,856 shares; 2025Q3: 58,628 shares; 2025Q4: 55,143 shares 55,143 $1.76M 0.04% -3,485 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,771 shares; 2025Q1: 3,142 shares; 2025Q2: 5,464 shares; 2025Q3: 7,161 shares; 2025Q4: 8,013 shares 8,013 $1.76M 0.04% +852 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: 8,446 shares; 2024Q4: 9,501 shares; 2025Q1: 9,624 shares; 2025Q2: 10,625 shares; 2025Q3: 11,135 shares; 2025Q4: 11,856 shares 11,856 $1.75M 0.04% +721 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: 5,311 shares; 2024Q4: 5,326 shares; 2025Q1: 5,409 shares; 2025Q2: 5,375 shares; 2025Q3: 5,384 shares; 2025Q4: 5,442 shares 5,442 $1.73M 0.04% +58 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: 11,117 shares; 2024Q4: 10,589 shares; 2025Q1: 12,371 shares; 2025Q2: 12,387 shares; 2025Q3: 12,367 shares; 2025Q4: 12,321 shares 12,321 $1.72M 0.04% -46 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 4,925 shares; 2025Q3: 7,361 shares; 2025Q4: 8,198 shares 8,198 $1.69M 0.04% +837 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,000 shares 47,000 $1.69M 0.04% new 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: 11,676 shares; 2024Q4: 11,784 shares; 2025Q1: 11,760 shares; 2025Q2: 11,640 shares; 2025Q3: 11,584 shares; 2025Q4: 11,260 shares 11,260 $1.69M 0.04% -324 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 491 shares; 2025Q2: 639 shares; 2025Q3: 937 shares; 2025Q4: 1,504 shares 1,504 $1.69M 0.04% +567 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,441 shares; 2024Q4: 13,463 shares; 2025Q1: 12,052 shares; 2025Q2: 12,070 shares; 2025Q3: 12,088 shares; 2025Q4: 12,114 shares 12,114 $1.67M 0.04% +26 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,792 shares; 2024Q4: 7,425 shares; 2025Q1: 7,644 shares; 2025Q2: 7,562 shares; 2025Q3: 11,498 shares; 2025Q4: 15,472 shares 15,472 $1.67M 0.04% +3,974 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,076 shares; 2025Q2: 16,076 shares; 2025Q3: 15,776 shares; 2025Q4: 15,595 shares 15,595 $1.67M 0.04% -181 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 6,604 shares; 2025Q1: 7,460 shares; 2025Q2: 8,004 shares; 2025Q3: 11,375 shares; 2025Q4: 11,703 shares 11,703 $1.66M 0.04% +328 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 3,051 shares; 2025Q1: 2,970 shares; 2025Q2: 3,550 shares; 2025Q3: 3,535 shares; 2025Q4: 4,058 shares 4,058 $1.65M 0.04% +523 Timeline AVLC 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: 14,134 shares; 2024Q4: 14,687 shares; 2025Q1: 17,193 shares; 2025Q2: 17,676 shares; 2025Q3: 19,642 shares; 2025Q4: 20,487 shares 20,487 $1.65M 0.04% +845 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 942 shares; 2025Q2: 3,092 shares; 2025Q3: 3,243 shares; 2025Q4: 3,474 shares 3,474 $1.64M 0.04% +231 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 4,948 shares; 2025Q3: 7,518 shares; 2025Q4: 13,045 shares 13,045 $1.62M 0.04% +5,527 Timeline IVOG 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: 12,072 shares; 2025Q2: 12,517 shares; 2025Q3: 12,517 shares; 2025Q4: 12,517 shares 12,517 $1.6M 0.04% 0 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: 2,770 shares; 2024Q4: 3,647 shares; 2025Q1: 3,632 shares; 2025Q2: 3,852 shares; 2025Q3: 4,045 shares; 2025Q4: 4,490 shares 4,490 $1.59M 0.04% +445 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 4,319 shares; 2025Q1: 8,008 shares; 2025Q2: 14,005 shares; 2025Q3: 18,475 shares; 2025Q4: 19,358 shares 19,358 $1.59M 0.04% +883 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: 2,776 shares; 2025Q2: 8,308 shares; 2025Q3: 10,194 shares; 2025Q4: 10,496 shares 10,496 $1.58M 0.04% +302 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 281,480 shares; 2025Q1: 263,074 shares; 2025Q2: 261,686 shares; 2025Q3: 260,689 shares; 2025Q4: 260,894 shares 260,894 $1.57M 0.04% +205 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,382 shares; 2024Q4: 10,750 shares; 2025Q1: 13,457 shares; 2025Q2: 19,821 shares; 2025Q3: 19,621 shares; 2025Q4: 19,263 shares 19,263 $1.53M 0.04% -358 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: 46,919 shares; 2024Q4: 51,774 shares; 2025Q1: 52,454 shares; 2025Q2: 52,522 shares; 2025Q3: 58,198 shares; 2025Q4: 54,332 shares 54,332 $1.53M 0.04% -3,866 Timeline XBJL 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: 64,045 shares; 2024Q4: 61,235 shares; 2025Q1: 61,235 shares; 2025Q2: 61,235 shares; 2025Q3: 60,270 shares; 2025Q4: 39,804 shares 39,804 $1.53M 0.04% -20,466 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,156 shares; 2024Q4: 58,948 shares; 2025Q1: 63,339 shares; 2025Q2: 63,905 shares; 2025Q3: 64,380 shares; 2025Q4: 64,681 shares 64,681 $1.53M 0.04% +301 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 12,555 shares; 2025Q1: 10,710 shares; 2025Q2: 17,314 shares; 2025Q3: 19,224 shares; 2025Q4: 19,647 shares 19,647 $1.5M 0.04% +423 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: 73 shares; 2024Q4: 91 shares; 2025Q1: 115 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 294 shares 294 $1.5M 0.04% +110 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,053 shares; 2024Q4: 9,067 shares; 2025Q1: 13,600 shares; 2025Q2: 13,777 shares; 2025Q3: 13,667 shares; 2025Q4: 13,972 shares 13,972 $1.49M 0.04% +305 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,157 shares; 2024Q4: 88,311 shares; 2025Q1: 97,396 shares; 2025Q2: 97,296 shares; 2025Q3: 94,014 shares; 2025Q4: 89,812 shares 89,812 $1.48M 0.04% -4,202 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: 2,423 shares; 2024Q4: 2,490 shares; 2025Q1: 4,367 shares; 2025Q2: 5,422 shares; 2025Q3: 8,466 shares; 2025Q4: 9,670 shares 9,670 $1.48M 0.04% +1,204 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,872 shares; 2024Q4: 445,227 shares; 2025Q1: 404,646 shares; 2025Q2: 398,477 shares; 2025Q3: 394,380 shares; 2025Q4: 398,939 shares 398,939 $1.48M 0.04% +4,559 Timeline PCG PG&E CORP More: the full row for PG&E 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: 11,080 shares; 2025Q3: 54,669 shares; 2025Q4: 98,746 shares 98,746 $1.48M 0.04% +44,077 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: 5,078 shares; 2024Q4: 5,664 shares; 2025Q1: 6,545 shares; 2025Q2: 6,311 shares; 2025Q3: 5,989 shares; 2025Q4: 5,078 shares 5,078 $1.47M 0.04% -911 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,716 shares; 2025Q3: 10,390 shares; 2025Q4: 23,765 shares 23,765 $1.44M 0.04% +13,375 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.44M 0.04% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,463 shares; 2024Q4: 28,754 shares; 2025Q1: 29,150 shares; 2025Q2: 33,602 shares; 2025Q3: 45,262 shares; 2025Q4: 61,444 shares 61,444 $1.44M 0.04% +16,182 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: 30,981 shares; 2024Q4: 34,326 shares; 2025Q1: 38,782 shares; 2025Q2: 36,697 shares; 2025Q3: 37,002 shares; 2025Q4: 36,363 shares 36,363 $1.44M 0.04% -639 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: 26,385 shares; 2024Q4: 26,525 shares; 2025Q1: 26,615 shares; 2025Q2: 27,055 shares; 2025Q3: 27,244 shares; 2025Q4: 27,425 shares 27,425 $1.43M 0.04% +181 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,030 shares; 2025Q1: 4,032 shares; 2025Q2: 4,033 shares; 2025Q3: 4,034 shares; 2025Q4: 4,035 shares 4,035 $1.43M 0.04% +1 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,770 shares; 2024Q4: 77,002 shares; 2025Q1: 77,957 shares; 2025Q2: 67,222 shares; 2025Q3: 66,463 shares; 2025Q4: 56,625 shares 56,625 $1.42M 0.04% -9,838 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,431 shares; 2024Q4: 23,739 shares; 2025Q1: 19,195 shares; 2025Q2: 18,821 shares; 2025Q3: 22,504 shares; 2025Q4: 48,458 shares 48,458 $1.42M 0.04% +25,954 Timeline BMAY 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: 33,093 shares; 2024Q4: 33,093 shares; 2025Q1: 32,764 shares; 2025Q2: 32,764 shares; 2025Q3: 32,764 shares; 2025Q4: 31,264 shares 31,264 $1.41M 0.03% -1,500 Timeline VONV 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: 17,514 shares; 2024Q4: 17,932 shares; 2025Q1: 16,239 shares; 2025Q2: 16,126 shares; 2025Q3: 15,851 shares; 2025Q4: 14,705 shares 14,705 $1.41M 0.03% -1,146 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: 2,926 shares; 2024Q4: 2,986 shares; 2025Q1: 3,779 shares; 2025Q2: 4,270 shares; 2025Q3: 4,628 shares; 2025Q4: 6,348 shares 6,348 $1.41M 0.03% +1,720 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,493 shares; 2025Q1: 5,514 shares; 2025Q2: 11,822 shares; 2025Q3: 15,650 shares; 2025Q4: 20,596 shares 20,596 $1.4M 0.03% +4,946 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: 16,945 shares; 2024Q4: 19,590 shares; 2025Q1: 17,965 shares; 2025Q2: 18,060 shares; 2025Q3: 17,998 shares; 2025Q4: 18,046 shares 18,046 $1.4M 0.03% +48 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,675 shares; 2025Q1: 8,163 shares; 2025Q2: 9,084 shares; 2025Q3: 9,288 shares; 2025Q4: 8,760 shares 8,760 $1.4M 0.03% -528 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,913 shares; 2024Q4: 27,952 shares; 2025Q1: 26,448 shares; 2025Q2: 26,965 shares; 2025Q3: 27,822 shares; 2025Q4: 27,171 shares 27,171 $1.39M 0.03% -651 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,317 shares; 2024Q4: 41,930 shares; 2025Q1: 27,139 shares; 2025Q2: 23,460 shares; 2025Q3: 22,437 shares; 2025Q4: 16,071 shares 16,071 $1.39M 0.03% -6,366 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,747 shares; 2024Q4: 12,949 shares; 2025Q1: 15,556 shares; 2025Q2: 19,807 shares; 2025Q3: 22,922 shares; 2025Q4: 25,068 shares 25,068 $1.39M 0.03% +2,146 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: 50,774 shares; 2024Q4: 37,962 shares; 2025Q1: 36,214 shares; 2025Q2: 37,489 shares; 2025Q3: 39,247 shares; 2025Q4: 39,630 shares 39,630 $1.39M 0.03% +383 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: 1,639 shares; 2024Q4: 1,566 shares; 2025Q1: 1,695 shares; 2025Q2: 2,710 shares; 2025Q3: 4,245 shares; 2025Q4: 4,558 shares 4,558 $1.39M 0.03% +313 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 25,050 shares 25,050 $1.38M 0.03% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 3,783 shares; 2025Q1: 9,191 shares; 2025Q2: 7,873 shares; 2025Q3: 7,873 shares; 2025Q4: 7,881 shares 7,881 $1.38M 0.03% +8 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,668 shares; 2024Q4: 30,291 shares; 2025Q1: 28,804 shares; 2025Q2: 29,114 shares; 2025Q3: 27,613 shares; 2025Q4: 27,551 shares 27,551 $1.38M 0.03% -62 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,505 shares; 2024Q4: 18,788 shares; 2025Q1: 18,157 shares; 2025Q2: 18,192 shares; 2025Q3: 20,386 shares; 2025Q4: 22,072 shares 22,072 $1.37M 0.03% +1,686 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: 4,870 shares; 2024Q4: 7,009 shares; 2025Q1: 6,970 shares; 2025Q2: 8,194 shares; 2025Q3: 13,785 shares; 2025Q4: 13,604 shares 13,604 $1.37M 0.03% -181 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,914 shares; 2024Q4: 134,790 shares; 2025Q1: 97,621 shares; 2025Q2: 97,624 shares; 2025Q3: 97,629 shares; 2025Q4: 72,263 shares 72,263 $1.36M 0.03% -25,366 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,099 shares; 2024Q4: 25,288 shares; 2025Q1: 25,045 shares; 2025Q2: 25,318 shares; 2025Q3: 27,131 shares; 2025Q4: 22,614 shares 22,614 $1.36M 0.03% -4,517 Timeline IOO 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: 15,671 shares; 2024Q4: 13,006 shares; 2025Q1: 12,440 shares; 2025Q2: 10,172 shares; 2025Q3: 10,132 shares; 2025Q4: 10,632 shares 10,632 $1.35M 0.03% +500 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: 17,427 shares; 2024Q4: 17,578 shares; 2025Q1: 17,782 shares; 2025Q2: 17,883 shares; 2025Q3: 18,295 shares; 2025Q4: 17,923 shares 17,923 $1.35M 0.03% -372 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: 16,847 shares; 2024Q4: 17,638 shares; 2025Q1: 18,182 shares; 2025Q2: 27,900 shares; 2025Q3: 32,545 shares; 2025Q4: 43,844 shares 43,844 $1.35M 0.03% +11,299 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,833 shares; 2025Q1: 3,657 shares; 2025Q2: 5,209 shares; 2025Q3: 4,778 shares; 2025Q4: 5,887 shares 5,887 $1.35M 0.03% +1,109 Timeline SPBC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,682 shares; 2025Q1: 14,067 shares; 2025Q2: 18,814 shares; 2025Q3: 28,910 shares; 2025Q4: 29,657 shares 29,657 $1.34M 0.03% +747 Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 406,794 shares 406,794 $1.34M 0.03% new 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: 14,502 shares; 2024Q4: 14,294 shares; 2025Q1: 13,171 shares; 2025Q2: 7,882 shares; 2025Q3: 7,995 shares; 2025Q4: 35,435 shares 35,435 $1.33M 0.03% +27,440 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,190 shares; 2025Q2: 1,513 shares; 2025Q3: 2,044 shares; 2025Q4: 2,535 shares 2,535 $1.33M 0.03% +491 Timeline IUSG 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: 15,718 shares; 2024Q4: 15,782 shares; 2025Q1: 11,364 shares; 2025Q2: 8,876 shares; 2025Q3: 7,910 shares; 2025Q4: 7,806 shares 7,806 $1.32M 0.03% -104 Timeline PJUN 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: 35,553 shares; 2024Q4: 35,553 shares; 2025Q1: 35,553 shares; 2025Q2: 32,845 shares; 2025Q3: 31,243 shares; 2025Q4: 31,243 shares 31,243 $1.32M 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,602 shares; 2025Q1: 3,682 shares; 2025Q2: 4,434 shares; 2025Q3: 4,503 shares; 2025Q4: 4,508 shares 4,508 $1.3M 0.03% +5 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: 3,222 shares; 2024Q4: 3,601 shares; 2025Q1: 3,791 shares; 2025Q2: 4,188 shares; 2025Q3: 3,625 shares; 2025Q4: 4,622 shares 4,622 $1.29M 0.03% +997 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 5,174 shares; 2025Q1: 5,248 shares; 2025Q2: 5,323 shares; 2025Q3: 5,356 shares; 2025Q4: 5,404 shares 5,404 $1.29M 0.03% +48 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 7,963 shares; 2025Q4: 8,762 shares 8,762 $1.29M 0.03% +799 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: 1,345 shares; 2024Q4: 1,435 shares; 2025Q1: 1,631 shares; 2025Q2: 1,879 shares; 2025Q3: 2,150 shares; 2025Q4: 2,402 shares 2,402 $1.28M 0.03% +252 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,634 shares; 2024Q4: 10,545 shares; 2025Q1: not reported; 2025Q2: 9,353 shares; 2025Q3: 14,167 shares; 2025Q4: 20,409 shares 20,409 $1.28M 0.03% +6,242 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: 726 shares; 2024Q4: 749 shares; 2025Q1: 826 shares; 2025Q2: 883 shares; 2025Q3: 1,587 shares; 2025Q4: 9,597 shares 9,597 $1.28M 0.03% +8,010 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,043 shares; 2025Q2: 4,861 shares; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares 4,868 $1.28M 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 6,752 shares; 2025Q1: 9,226 shares; 2025Q2: 9,251 shares; 2025Q3: 9,387 shares; 2025Q4: 14,711 shares 14,711 $1.27M 0.03% +5,324 Timeline UJUL 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: 32,647 shares; 2024Q4: 32,647 shares; 2025Q1: 32,647 shares; 2025Q2: 32,647 shares; 2025Q3: 32,647 shares; 2025Q4: 32,647 shares 32,647 $1.27M 0.03% 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: 2,604 shares; 2024Q4: 2,962 shares; 2025Q1: 2,900 shares; 2025Q2: 2,888 shares; 2025Q3: 4,737 shares; 2025Q4: 4,588 shares 4,588 $1.27M 0.03% -149 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: 5,316 shares; 2025Q2: 5,317 shares; 2025Q3: 5,686 shares; 2025Q4: 5,348 shares 5,348 $1.26M 0.03% -338 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,057 shares; 2025Q1: 3,908 shares; 2025Q2: 4,495 shares; 2025Q3: 5,476 shares; 2025Q4: 5,831 shares 5,831 $1.25M 0.03% +355 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,011 shares; 2025Q1: 1,504 shares; 2025Q2: 1,651 shares; 2025Q3: 2,805 shares; 2025Q4: 3,387 shares 3,387 $1.24M 0.03% +582 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,472 shares; 2025Q1: 4,616 shares; 2025Q2: 7,311 shares; 2025Q3: 9,679 shares; 2025Q4: 11,510 shares 11,510 $1.24M 0.03% +1,831 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 5,249 shares; 2025Q2: 7,457 shares; 2025Q3: 16,820 shares; 2025Q4: 20,002 shares 20,002 $1.23M 0.03% +3,182 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,218 shares; 2024Q4: 15,797 shares; 2025Q1: 15,936 shares; 2025Q2: 15,403 shares; 2025Q3: 13,160 shares; 2025Q4: 30,143 shares 30,143 $1.23M 0.03% +16,983 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,650 shares; 2025Q4: 16,007 shares 16,007 $1.23M 0.03% +7,357 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,139 shares; 2024Q4: 22,620 shares; 2025Q1: 19,787 shares; 2025Q2: 19,085 shares; 2025Q3: 20,779 shares; 2025Q4: 20,254 shares 20,254 $1.23M 0.03% -525 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,908 shares; 2025Q2: 7,735 shares; 2025Q3: 14,990 shares; 2025Q4: 26,870 shares 26,870 $1.23M 0.03% +11,880 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 3,513 shares; 2025Q2: 3,513 shares; 2025Q3: 3,513 shares; 2025Q4: 3,591 shares 3,591 $1.23M 0.03% +78 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: 1,403 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 2,492 shares 2,492 $1.22M 0.03% +1,073 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,874 shares; 2025Q1: 1,812 shares; 2025Q2: 2,463 shares; 2025Q3: 3,368 shares; 2025Q4: 3,432 shares 3,432 $1.2M 0.03% +64 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: 2,782 shares; 2024Q4: 3,040 shares; 2025Q1: 3,047 shares; 2025Q2: 3,251 shares; 2025Q3: 3,112 shares; 2025Q4: 3,095 shares 3,095 $1.2M 0.03% -17 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 2,981 shares; 2025Q2: 5,793 shares; 2025Q3: 8,192 shares; 2025Q4: 11,486 shares 11,486 $1.19M 0.03% +3,294 Timeline SPGM 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: 14,770 shares; 2024Q4: 14,983 shares; 2025Q1: 15,156 shares; 2025Q2: 15,316 shares; 2025Q3: 14,943 shares; 2025Q4: 14,983 shares 14,983 $1.18M 0.03% +40 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: 14,433 shares; 2024Q4: 14,441 shares; 2025Q1: 14,382 shares; 2025Q2: 14,487 shares; 2025Q3: 14,316 shares; 2025Q4: 13,690 shares 13,690 $1.18M 0.03% -626 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,067 shares; 2024Q4: 39,158 shares; 2025Q1: 38,001 shares; 2025Q2: 38,248 shares; 2025Q3: 38,714 shares; 2025Q4: 39,068 shares 39,068 $1.16M 0.03% +354 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,809 shares; 2025Q1: 4,493 shares; 2025Q2: 6,055 shares; 2025Q3: 8,832 shares; 2025Q4: 8,904 shares 8,904 $1.16M 0.03% +72 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 5,948 shares; 2025Q1: not reported; 2025Q2: 10,857 shares; 2025Q3: 11,366 shares; 2025Q4: 19,157 shares 19,157 $1.16M 0.03% +7,791 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 763 shares; 2025Q3: 1,448 shares; 2025Q4: 1,781 shares 1,781 $1.16M 0.03% +333 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 6,363 shares; 2025Q1: 5,954 shares; 2025Q2: 6,271 shares; 2025Q3: 6,442 shares; 2025Q4: 7,079 shares 7,079 $1.15M 0.03% +637 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: 17,640 shares; 2024Q4: 20,181 shares; 2025Q1: 22,294 shares; 2025Q2: 22,681 shares; 2025Q3: 24,989 shares; 2025Q4: 26,095 shares 26,095 $1.15M 0.03% +1,106 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,798 shares; 2025Q1: 5,382 shares; 2025Q2: 5,565 shares; 2025Q3: 5,788 shares; 2025Q4: 5,934 shares 5,934 $1.15M 0.03% +146 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: 18,424 shares; 2024Q4: 18,990 shares; 2025Q1: 20,031 shares; 2025Q2: 20,033 shares; 2025Q3: 20,587 shares; 2025Q4: 25,623 shares 25,623 $1.15M 0.03% +5,036 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 781 shares; 2025Q2: 1,227 shares; 2025Q3: 1,662 shares; 2025Q4: 1,665 shares 1,665 $1.14M 0.03% +3 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,908 shares; 2024Q4: 39,740 shares; 2025Q1: 98,728 shares; 2025Q2: 113,496 shares; 2025Q3: 87,072 shares; 2025Q4: 83,007 shares 83,007 $1.14M 0.03% -4,065 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 15,379 shares; 2025Q1: 15,435 shares; 2025Q2: 14,916 shares; 2025Q3: 14,086 shares; 2025Q4: 12,709 shares 12,709 $1.14M 0.03% -1,377 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 576 shares; 2025Q3: 742 shares; 2025Q4: 747 shares 747 $1.13M 0.03% +5 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 839 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,918 shares 1,918 $1.13M 0.03% +748 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 5,022 shares; 2025Q1: 3,707 shares; 2025Q2: 6,261 shares; 2025Q3: 6,755 shares; 2025Q4: 5,365 shares 5,365 $1.12M 0.03% -1,390 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: 20,422 shares; 2024Q4: 27,053 shares; 2025Q1: 30,067 shares; 2025Q2: 29,869 shares; 2025Q3: 30,938 shares; 2025Q4: 32,449 shares 32,449 $1.12M 0.03% +1,511 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,593 shares; 2024Q4: 14,067 shares; 2025Q1: 14,505 shares; 2025Q2: 16,504 shares; 2025Q3: 14,387 shares; 2025Q4: 16,841 shares 16,841 $1.1M 0.03% +2,454 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,071 shares; 2025Q1: 1,080 shares; 2025Q2: 2,466 shares; 2025Q3: 4,942 shares; 2025Q4: 8,376 shares 8,376 $1.1M 0.03% +3,434 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,657 shares; 2025Q2: 3,410 shares; 2025Q3: 4,841 shares; 2025Q4: 5,795 shares 5,795 $1.1M 0.03% +954 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES 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: 282,596 shares 282,596 $1.1M 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 4,437 shares; 2025Q1: 4,182 shares; 2025Q2: 4,988 shares; 2025Q3: 6,403 shares; 2025Q4: 6,022 shares 6,022 $1.1M 0.03% -381 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,707 shares; 2024Q4: 9,820 shares; 2025Q1: 9,839 shares; 2025Q2: 9,597 shares; 2025Q3: 9,285 shares; 2025Q4: 18,605 shares 18,605 $1.1M 0.03% +9,320 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,495 shares; 2024Q4: 14,348 shares; 2025Q1: 14,481 shares; 2025Q2: 14,628 shares; 2025Q3: 14,636 shares; 2025Q4: 15,239 shares 15,239 $1.09M 0.03% +603 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,587 shares; 2025Q1: 4,187 shares; 2025Q2: 4,096 shares; 2025Q3: 4,417 shares; 2025Q4: 4,236 shares 4,236 $1.09M 0.03% -181 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,782 shares; 2025Q1: 1,803 shares; 2025Q2: 1,867 shares; 2025Q3: 1,914 shares; 2025Q4: 2,121 shares 2,121 $1.09M 0.03% +207 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES 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: 14,098 shares; 2025Q2: 13,108 shares; 2025Q3: 12,013 shares; 2025Q4: 10,971 shares 10,971 $1.09M 0.03% -1,042 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,437 shares; 2024Q4: 24,437 shares; 2025Q1: 24,437 shares; 2025Q2: 24,437 shares; 2025Q3: 24,437 shares; 2025Q4: 24,437 shares 24,437 $1.08M 0.03% 0 Timeline NYF 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: 19,738 shares; 2024Q4: 19,877 shares; 2025Q1: 19,946 shares; 2025Q2: 19,961 shares; 2025Q3: 19,986 shares; 2025Q4: 20,011 shares 20,011 $1.08M 0.03% +25 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 491 shares; 2025Q2: 511 shares; 2025Q3: 516 shares; 2025Q4: 523 shares 523 $1.08M 0.03% +7 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5,071 shares; 2025Q1: 5,347 shares; 2025Q2: 6,692 shares; 2025Q3: 5,210 shares; 2025Q4: 5,212 shares 5,212 $1.07M 0.03% +2 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 1,580 shares; 2025Q1: 1,450 shares; 2025Q2: 2,950 shares; 2025Q3: 3,268 shares; 2025Q4: 4,565 shares 4,565 $1.07M 0.03% +1,297 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,650 shares; 2025Q1: 4,898 shares; 2025Q2: 6,126 shares; 2025Q3: 6,777 shares; 2025Q4: 9,928 shares 9,928 $1.07M 0.03% +3,151 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,705 shares; 2025Q2: 22,086 shares; 2025Q3: 15,435 shares; 2025Q4: 14,645 shares 14,645 $1.07M 0.03% -790 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 2,311 shares; 2025Q1: 2,497 shares; 2025Q2: 3,249 shares; 2025Q3: 6,048 shares; 2025Q4: 7,161 shares 7,161 $1.06M 0.03% +1,113 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: 7,728 shares; 2024Q4: 8,071 shares; 2025Q1: 10,042 shares; 2025Q2: 12,719 shares; 2025Q3: 13,479 shares; 2025Q4: 14,044 shares 14,044 $1.06M 0.03% +565 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,437 shares; 2024Q4: 37,640 shares; 2025Q1: 38,161 shares; 2025Q2: 37,552 shares; 2025Q3: 38,260 shares; 2025Q4: 38,106 shares 38,106 $1.06M 0.03% -154 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,427 shares; 2024Q4: 50,906 shares; 2025Q1: 54,017 shares; 2025Q2: 52,216 shares; 2025Q3: 50,922 shares; 2025Q4: 45,477 shares 45,477 $1.05M 0.03% -5,445 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,963 shares; 2024Q4: 10,987 shares; 2025Q1: 11,016 shares; 2025Q2: 11,043 shares; 2025Q3: 11,057 shares; 2025Q4: 10,930 shares 10,930 $1.05M 0.03% -127 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,942 shares; 2024Q4: 30,761 shares; 2025Q1: 30,776 shares; 2025Q2: 32,277 shares; 2025Q3: 32,317 shares; 2025Q4: 29,693 shares 29,693 $1.05M 0.03% -2,624 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 4,662 shares; 2025Q1: 4,015 shares; 2025Q2: 4,984 shares; 2025Q3: 6,511 shares; 2025Q4: 5,758 shares 5,758 $1.04M 0.03% -753 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,426 shares; 2024Q4: 6,696 shares; 2025Q1: 8,559 shares; 2025Q2: 10,751 shares; 2025Q3: 13,077 shares; 2025Q4: 13,516 shares 13,516 $1.04M 0.03% +439 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,371 shares; 2025Q3: 4,910 shares; 2025Q4: 8,592 shares 8,592 $1.03M 0.03% +3,682 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,114 shares; 2024Q4: 15,450 shares; 2025Q1: 14,645 shares; 2025Q2: 11,822 shares; 2025Q3: 11,401 shares; 2025Q4: 21,019 shares 21,019 $1.03M 0.03% +9,618 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,523 shares; 2025Q1: 5,405 shares; 2025Q2: 5,436 shares; 2025Q3: 9,655 shares; 2025Q4: 9,400 shares 9,400 $1.03M 0.03% -255 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,108 shares; 2025Q1: 5,064 shares; 2025Q2: 6,429 shares; 2025Q3: 7,629 shares; 2025Q4: 4,991 shares 4,991 $1.03M 0.03% -2,638 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,090 shares; 2024Q4: 17,661 shares; 2025Q1: 16,731 shares; 2025Q2: 17,299 shares; 2025Q3: 18,355 shares; 2025Q4: 16,583 shares 16,583 $1.03M 0.03% -1,772 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,126 shares; 2024Q4: 13,282 shares; 2025Q1: 14,115 shares; 2025Q2: 14,973 shares; 2025Q3: 13,658 shares; 2025Q4: 14,318 shares 14,318 $1.03M 0.03% +660 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 8,299 shares; 2025Q1: 7,697 shares; 2025Q2: 9,106 shares; 2025Q3: 8,866 shares; 2025Q4: 9,203 shares 9,203 $1.02M 0.03% +337 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 6,610 shares; 2025Q1: 5,731 shares; 2025Q2: 5,901 shares; 2025Q3: 6,162 shares; 2025Q4: 6,157 shares 6,157 $1.02M 0.03% -5 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC 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: 1,242 shares; 2025Q2: 1,992 shares; 2025Q3: 2,639 shares; 2025Q4: 3,934 shares 3,934 $1.02M 0.03% +1,295 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 4,401 shares; 2025Q1: 4,979 shares; 2025Q2: 7,860 shares; 2025Q3: 10,222 shares; 2025Q4: 10,075 shares 10,075 $1.02M 0.03% -147 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 945 shares; 2025Q4: 1,345 shares 1,345 $1.01M 0.02% +400 Timeline MEMX MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,486 shares; 2024Q4: 25,178 shares; 2025Q1: 24,834 shares; 2025Q2: 24,834 shares; 2025Q3: 24,834 shares; 2025Q4: 24,853 shares 24,853 $1.01M 0.02% +19 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,296 shares; 2025Q1: 3,301 shares; 2025Q2: 3,296 shares; 2025Q3: 3,411 shares; 2025Q4: 14,235 shares 14,235 $1.01M 0.02% +10,824 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: 2,507 shares; 2024Q4: 3,217 shares; 2025Q1: 3,136 shares; 2025Q2: 3,199 shares; 2025Q3: 2,299 shares; 2025Q4: 2,507 shares 2,507 $1.01M 0.02% +208 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: 682 shares; 2024Q4: 1,262 shares; 2025Q1: 919 shares; 2025Q2: 1,069 shares; 2025Q3: 1,026 shares; 2025Q4: 1,225 shares 1,225 $1.01M 0.02% +199 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,702 shares; 2025Q1: not reported; 2025Q2: 8,911 shares; 2025Q3: 11,078 shares; 2025Q4: 18,459 shares 18,459 $1M 0.02% +7,381 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 6,827 shares; 2025Q1: 6,639 shares; 2025Q2: 6,267 shares; 2025Q3: 6,099 shares; 2025Q4: 10,076 shares 10,076 $991K 0.02% +3,977 Timeline SCHH 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: 62,781 shares; 2024Q4: 61,601 shares; 2025Q1: 55,929 shares; 2025Q2: 51,450 shares; 2025Q3: 52,827 shares; 2025Q4: 46,436 shares 46,436 $990K 0.02% -6,391 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,869 shares; 2024Q4: 11,716 shares; 2025Q1: 13,688 shares; 2025Q2: 14,993 shares; 2025Q3: 19,429 shares; 2025Q4: 21,425 shares 21,425 $989K 0.02% +1,996 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,614 shares; 2025Q2: 2,379 shares; 2025Q3: 3,860 shares; 2025Q4: 3,832 shares 3,832 $982K 0.02% -28 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,429 shares; 2024Q4: 9,436 shares; 2025Q1: 9,437 shares; 2025Q2: 9,442 shares; 2025Q3: 9,447 shares; 2025Q4: 9,495 shares 9,495 $975K 0.02% +48 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V 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: 3,392 shares; 2025Q3: 8,348 shares; 2025Q4: 13,559 shares 13,559 $973K 0.02% +5,211 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,401 shares; 2024Q4: 93,401 shares; 2025Q1: 93,401 shares; 2025Q2: 93,401 shares; 2025Q3: 93,401 shares; 2025Q4: 93,401 shares 93,401 $973K 0.02% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,463 shares; 2025Q1: 1,865 shares; 2025Q2: 3,213 shares; 2025Q3: 3,390 shares; 2025Q4: 3,881 shares 3,881 $973K 0.02% +491 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,324 shares; 2025Q2: 4,205 shares; 2025Q3: 6,687 shares; 2025Q4: 7,628 shares 7,628 $971K 0.02% +941 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: 6,850 shares; 2024Q4: 7,129 shares; 2025Q1: 6,769 shares; 2025Q2: 6,817 shares; 2025Q3: 7,340 shares; 2025Q4: 7,132 shares 7,132 $969K 0.02% -208 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191,812 shares; 2025Q3: 311,198 shares; 2025Q4: 352,980 shares 352,980 $967K 0.02% +41,782 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,578 shares; 2024Q4: 15,707 shares; 2025Q1: 14,525 shares; 2025Q2: 14,475 shares; 2025Q3: 14,483 shares; 2025Q4: 14,685 shares 14,685 $964K 0.02% +202 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,102 shares; 2024Q4: 23,299 shares; 2025Q1: 23,650 shares; 2025Q2: 23,902 shares; 2025Q3: 24,929 shares; 2025Q4: 25,264 shares 25,264 $962K 0.02% +335 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 12,946 shares; 2025Q3: 18,742 shares; 2025Q4: 21,960 shares 21,960 $960K 0.02% +3,218 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 14,271 shares; 2025Q2: 24,024 shares; 2025Q3: 37,251 shares; 2025Q4: 42,791 shares 42,791 $958K 0.02% +5,540 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,878 shares; 2025Q1: not reported; 2025Q2: 1,889 shares; 2025Q3: 3,102 shares; 2025Q4: 3,954 shares 3,954 $955K 0.02% +852 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 744 shares; 2025Q2: 773 shares; 2025Q3: 809 shares; 2025Q4: 842 shares 842 $952K 0.02% +33 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 7,494 shares; 2025Q1: 10,870 shares; 2025Q2: 10,596 shares; 2025Q3: 10,011 shares; 2025Q4: 22,346 shares 22,346 $951K 0.02% +12,335 Timeline PCMM 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: 20,063 shares; 2025Q2: 26,339 shares; 2025Q3: 22,898 shares; 2025Q4: 18,836 shares 18,836 $946K 0.02% -4,062 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,557 shares; 2024Q4: 156,451 shares; 2025Q1: 160,327 shares; 2025Q2: 143,845 shares; 2025Q3: 145,833 shares; 2025Q4: 136,337 shares 136,337 $938K 0.02% -9,496 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,730 shares; 2025Q1: 1,890 shares; 2025Q2: 2,794 shares; 2025Q3: 3,745 shares; 2025Q4: 3,305 shares 3,305 $932K 0.02% -440 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,997 shares; 2024Q4: 34,146 shares; 2025Q1: 11,372 shares; 2025Q2: 12,366 shares; 2025Q3: 9,082 shares; 2025Q4: 9,215 shares 9,215 $928K 0.02% +133 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 2,143 shares; 2025Q3: 2,329 shares; 2025Q4: 2,301 shares 2,301 $918K 0.02% -28 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: 3,618 shares; 2024Q4: 4,792 shares; 2025Q1: 6,825 shares; 2025Q2: 6,591 shares; 2025Q3: 6,842 shares; 2025Q4: 7,728 shares 7,728 $911K 0.02% +886 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,237 shares; 2024Q4: 8,893 shares; 2025Q1: 10,934 shares; 2025Q2: 11,865 shares; 2025Q3: 12,445 shares; 2025Q4: 13,051 shares 13,051 $911K 0.02% +606 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,240 shares; 2025Q1: 5,118 shares; 2025Q2: 5,175 shares; 2025Q3: 5,866 shares; 2025Q4: 5,782 shares 5,782 $911K 0.02% -84 Timeline