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: 1,341,358 shares; 2024Q4: 1,609,920 shares; 2025Q1: 1,855,083 shares; 2025Q2: 1,991,957 shares; 2025Q3: 2,181,395 shares; 2025Q4: 2,341,248 shares 2,341,248 $146M 15.18% +159,853 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: 144,988 shares; 2024Q4: 157,466 shares; 2025Q1: 167,710 shares; 2025Q2: 185,017 shares; 2025Q3: 194,626 shares; 2025Q4: 198,665 shares 198,665 $96.9M 10.06% +4,039 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: 278,924 shares; 2024Q4: 324,739 shares; 2025Q1: 353,054 shares; 2025Q2: 391,987 shares; 2025Q3: 426,081 shares; 2025Q4: 457,865 shares 457,865 $87.4M 9.08% +31,784 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: 575,009 shares; 2024Q4: 660,596 shares; 2025Q1: 736,312 shares; 2025Q2: 805,610 shares; 2025Q3: 879,260 shares; 2025Q4: 957,427 shares 957,427 $51.5M 5.34% +78,167 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: 82,128 shares; 2024Q4: 96,532 shares; 2025Q1: 109,308 shares; 2025Q2: 125,357 shares; 2025Q3: 137,444 shares; 2025Q4: 153,222 shares 153,222 $39.5M 4.1% +15,778 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,463 shares; 2024Q4: 509,841 shares; 2025Q1: 557,748 shares; 2025Q2: 609,721 shares; 2025Q3: 674,446 shares; 2025Q4: 780,698 shares 780,698 $37.7M 3.92% +106,252 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: 277,649 shares; 2024Q4: 313,602 shares; 2025Q1: 342,804 shares; 2025Q2: 370,090 shares; 2025Q3: 409,927 shares; 2025Q4: 468,403 shares 468,403 $36.9M 3.83% +58,476 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: 47,751 shares; 2024Q4: 55,592 shares; 2025Q1: 61,147 shares; 2025Q2: 52,550 shares; 2025Q3: 53,393 shares; 2025Q4: 93,891 shares 93,891 $31.5M 3.27% +40,498 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: 68,915 shares; 2024Q4: 62,618 shares; 2025Q1: 66,674 shares; 2025Q2: 93,194 shares; 2025Q3: 87,981 shares; 2025Q4: 100,525 shares 100,525 $27.3M 2.84% +12,544 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,822 shares; 2024Q4: 550,023 shares; 2025Q1: 615,320 shares; 2025Q2: 721,036 shares; 2025Q3: 844,778 shares; 2025Q4: 963,241 shares 963,241 $19.8M 2.06% +118,463 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,578 shares; 2024Q4: 549,389 shares; 2025Q1: 609,319 shares; 2025Q2: 749,951 shares; 2025Q3: 859,144 shares; 2025Q4: 1,000,695 shares 1,000,695 $19.8M 2.05% +141,551 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,913 shares; 2024Q4: 491,569 shares; 2025Q1: 572,271 shares; 2025Q2: 679,021 shares; 2025Q3: 838,335 shares; 2025Q4: 1,001,898 shares 1,001,898 $18.9M 1.96% +163,563 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,443 shares; 2024Q4: 162,706 shares; 2025Q1: 176,498 shares; 2025Q2: 189,189 shares; 2025Q3: 206,038 shares; 2025Q4: 233,197 shares 233,197 $18.2M 1.89% +27,159 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,102 shares; 2024Q4: 565,620 shares; 2025Q1: 616,308 shares; 2025Q2: 752,055 shares; 2025Q3: 823,365 shares; 2025Q4: 918,609 shares 918,609 $18M 1.87% +95,244 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,531 shares; 2024Q4: 229,748 shares; 2025Q1: 258,422 shares; 2025Q2: 281,817 shares; 2025Q3: 309,551 shares; 2025Q4: 354,406 shares 354,406 $16.7M 1.73% +44,855 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,970 shares; 2024Q4: 150,573 shares; 2025Q1: 169,157 shares; 2025Q2: 185,096 shares; 2025Q3: 203,637 shares; 2025Q4: 235,891 shares 235,891 $16.4M 1.7% +32,254 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,005 shares; 2024Q4: 428,208 shares; 2025Q1: 500,405 shares; 2025Q2: 614,529 shares; 2025Q3: 791,757 shares; 2025Q4: 951,611 shares 951,611 $16.1M 1.67% +159,854 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: 199,530 shares; 2024Q4: 222,950 shares; 2025Q1: 292,659 shares; 2025Q2: 293,331 shares; 2025Q3: 297,875 shares; 2025Q4: 307,667 shares 307,667 $15.5M 1.61% +9,792 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,824 shares; 2024Q4: 318,934 shares; 2025Q1: 381,287 shares; 2025Q2: 472,144 shares; 2025Q3: 623,103 shares; 2025Q4: 769,745 shares 769,745 $12.9M 1.33% +146,642 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 5,031 shares; 2025Q1: 6,312 shares; 2025Q2: 7,300 shares; 2025Q3: 20,089 shares; 2025Q4: 19,055 shares 19,055 $11.9M 1.24% -1,034 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: 10,259 shares; 2024Q4: 9,645 shares; 2025Q1: 10,623 shares; 2025Q2: 18,953 shares; 2025Q3: 19,716 shares; 2025Q4: 22,139 shares 22,139 $10.7M 1.11% +2,423 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,205 shares; 2024Q4: 185,404 shares; 2025Q1: 219,408 shares; 2025Q2: 258,143 shares; 2025Q3: 336,498 shares; 2025Q4: 418,701 shares 418,701 $8.74M 0.91% +82,203 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: 5,016 shares; 2024Q4: 5,831 shares; 2025Q1: 7,508 shares; 2025Q2: 8,384 shares; 2025Q3: 10,863 shares; 2025Q4: 12,608 shares 12,608 $7.75M 0.8% +1,745 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: 19,866 shares; 2024Q4: 19,565 shares; 2025Q1: 20,082 shares; 2025Q2: 25,238 shares; 2025Q3: 25,737 shares; 2025Q4: 33,359 shares 33,359 $7.7M 0.8% +7,622 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,643 shares; 2024Q4: 147,940 shares; 2025Q1: 180,376 shares; 2025Q2: 200,560 shares; 2025Q3: 288,690 shares; 2025Q4: 351,203 shares 351,203 $7.54M 0.78% +62,513 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: 21,179 shares; 2024Q4: 64,453 shares; 2025Q1: 57,259 shares; 2025Q2: 53,194 shares; 2025Q3: 53,257 shares; 2025Q4: 239,110 shares 239,110 $6.27M 0.65% +185,853 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,413 shares; 2024Q4: 62,438 shares; 2025Q1: 100,999 shares; 2025Q2: 120,236 shares; 2025Q3: 203,865 shares; 2025Q4: 260,494 shares 260,494 $5.48M 0.57% +56,629 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: 13,234 shares; 2024Q4: 11,484 shares; 2025Q1: 16,170 shares; 2025Q2: 23,953 shares; 2025Q3: 24,449 shares; 2025Q4: 26,029 shares 26,029 $4.85M 0.5% +1,580 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: 5,412 shares; 2024Q4: 22,670 shares; 2025Q1: 20,566 shares; 2025Q2: 20,582 shares; 2025Q3: 27,834 shares; 2025Q4: 27,866 shares 27,866 $4.14M 0.43% +32 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: 40,609 shares; 2024Q4: 40,609 shares; 2025Q1: 40,609 shares; 2025Q2: 104,951 shares; 2025Q3: 104,951 shares; 2025Q4: 104,312 shares 104,312 $4.13M 0.43% -639 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,869 shares; 2025Q1: 3,460 shares; 2025Q2: 3,060 shares; 2025Q3: 3,693 shares; 2025Q4: 6,142 shares 6,142 $4.05M 0.42% +2,449 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: 18,869 shares; 2024Q4: 18,875 shares; 2025Q1: 18,879 shares; 2025Q2: 30,857 shares; 2025Q3: 53,604 shares; 2025Q4: 53,607 shares 53,607 $3.98M 0.41% +3 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: 50,808 shares; 2024Q4: 58,474 shares; 2025Q1: 51,260 shares; 2025Q2: 51,459 shares; 2025Q3: 51,396 shares; 2025Q4: 51,984 shares 51,984 $3.82M 0.4% +588 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: 5,924 shares; 2024Q4: 6,096 shares; 2025Q1: 7,349 shares; 2025Q2: 9,855 shares; 2025Q3: 10,335 shares; 2025Q4: 12,141 shares 12,141 $3.8M 0.39% +1,806 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: 4,874 shares; 2024Q4: 5,407 shares; 2025Q1: 8,029 shares; 2025Q2: 8,258 shares; 2025Q3: 8,980 shares; 2025Q4: 11,926 shares 11,926 $3.74M 0.39% +2,946 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: 17,942 shares; 2024Q4: 11,902 shares; 2025Q1: 12,447 shares; 2025Q2: 12,285 shares; 2025Q3: 12,371 shares; 2025Q4: 10,368 shares 10,368 $3.64M 0.38% -2,003 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: 2,251 shares; 2024Q4: 1,763 shares; 2025Q1: 2,540 shares; 2025Q2: 7,687 shares; 2025Q3: 7,932 shares; 2025Q4: 10,307 shares 10,307 $3.32M 0.34% +2,375 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: 6,392 shares; 2024Q4: 4,887 shares; 2025Q1: 5,028 shares; 2025Q2: 4,959 shares; 2025Q3: 5,113 shares; 2025Q4: 5,120 shares 5,120 $2.92M 0.3% +7 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: 1,801 shares; 2024Q4: 1,617 shares; 2025Q1: 2,439 shares; 2025Q2: 7,555 shares; 2025Q3: 7,596 shares; 2025Q4: 8,163 shares 8,163 $2.81M 0.29% +567 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: 2,749 shares; 2024Q4: 3,486 shares; 2025Q1: 4,365 shares; 2025Q2: 4,465 shares; 2025Q3: 4,462 shares; 2025Q4: 3,920 shares 3,920 $2.68M 0.28% -542 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: 15,703 shares; 2024Q4: 18,234 shares; 2025Q1: 18,234 shares; 2025Q2: 26,431 shares; 2025Q3: 26,431 shares; 2025Q4: 54,841 shares 54,841 $2.56M 0.27% +28,410 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: 3,374 shares; 2024Q4: 3,405 shares; 2025Q1: 2,749 shares; 2025Q2: 5,840 shares; 2025Q3: 6,046 shares; 2025Q4: 5,645 shares 5,645 $2.54M 0.26% -401 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: 5,848 shares; 2024Q4: 5,549 shares; 2025Q1: 5,859 shares; 2025Q2: 8,884 shares; 2025Q3: 10,749 shares; 2025Q4: 11,032 shares 11,032 $2.28M 0.24% +283 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.24% 0 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: 12,137 shares; 2024Q4: 20,478 shares; 2025Q1: 22,552 shares; 2025Q2: 20,538 shares; 2025Q3: 25,598 shares; 2025Q4: 43,310 shares 43,310 $2.16M 0.22% +17,712 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,508 shares; 2025Q4: 101,610 shares 101,610 $2.11M 0.22% +52,102 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: 10,621 shares; 2024Q4: 30,790 shares; 2025Q1: 16,341 shares; 2025Q2: 19,988 shares; 2025Q3: 20,273 shares; 2025Q4: 27,646 shares 27,646 $2.09M 0.22% +7,373 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: 598 shares; 2024Q4: 1,376 shares; 2025Q1: 1,566 shares; 2025Q2: 3,848 shares; 2025Q3: 4,018 shares; 2025Q4: 3,932 shares 3,932 $1.98M 0.21% -86 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,861 shares; 2024Q4: 7,861 shares; 2025Q1: 7,408 shares; 2025Q2: 6,624 shares; 2025Q3: 6,299 shares; 2025Q4: 6,299 shares 6,299 $1.97M 0.2% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,023 shares; 2025Q3: 4,023 shares; 2025Q4: 4,011 shares 4,011 $1.87M 0.19% -12 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 13,344 shares; 2025Q1: 13,353 shares; 2025Q2: 20,635 shares; 2025Q3: 20,648 shares; 2025Q4: 30,054 shares 30,054 $1.79M 0.19% +9,406 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,743 shares; 2024Q4: 35,049 shares; 2025Q1: 35,294 shares; 2025Q2: 38,190 shares; 2025Q3: 55,851 shares; 2025Q4: 74,852 shares 74,852 $1.73M 0.18% +19,001 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 2,222 shares; 2025Q3: 1,935 shares; 2025Q4: 9,382 shares 9,382 $1.66M 0.17% +7,447 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,227 shares; 2025Q3: 5,520 shares; 2025Q4: 5,521 shares 5,521 $1.59M 0.17% +1 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: 15,022 shares; 2024Q4: 19,188 shares; 2025Q1: 18,293 shares; 2025Q2: 18,293 shares; 2025Q3: 18,293 shares; 2025Q4: 18,293 shares 18,293 $1.55M 0.16% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,019 shares; 2024Q4: 32,147 shares; 2025Q1: 32,276 shares; 2025Q2: 37,989 shares; 2025Q3: 55,609 shares; 2025Q4: 64,723 shares 64,723 $1.52M 0.16% +9,114 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: 4,559 shares; 2024Q4: 6,090 shares; 2025Q1: 16,725 shares; 2025Q2: 15,813 shares; 2025Q3: 15,106 shares; 2025Q4: 14,717 shares 14,717 $1.5M 0.16% -389 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: 34,619 shares; 2024Q4: 69,442 shares; 2025Q1: 69,412 shares; 2025Q2: 88,017 shares; 2025Q3: 82,481 shares; 2025Q4: 61,603 shares 61,603 $1.48M 0.15% -20,878 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: not reported; 2025Q4: 7,659 shares 7,659 $1.47M 0.15% new Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,202 shares; 2024Q4: 44,337 shares; 2025Q1: 44,530 shares; 2025Q2: 48,434 shares; 2025Q3: 66,481 shares; 2025Q4: 67,587 shares 67,587 $1.43M 0.15% +1,106 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,507 shares; 2024Q4: 41,708 shares; 2025Q1: 42,003 shares; 2025Q2: 45,804 shares; 2025Q3: 63,891 shares; 2025Q4: 64,455 shares 64,455 $1.42M 0.15% +564 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: not reported; 2024Q4: not reported; 2025Q1: 38,558 shares; 2025Q2: 40,644 shares; 2025Q3: 39,563 shares; 2025Q4: 39,563 shares 39,563 $1.33M 0.14% 0 Timeline EQAL 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: not reported; 2025Q3: not reported; 2025Q4: 24,192 shares 24,192 $1.27M 0.13% new 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: 14,615 shares; 2024Q4: 16,457 shares; 2025Q1: 5,699 shares; 2025Q2: 14,022 shares; 2025Q3: 11,339 shares; 2025Q4: 13,587 shares 13,587 $1.22M 0.13% +2,248 Timeline CMF 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: 23,698 shares; 2024Q4: 24,628 shares; 2025Q1: 26,098 shares; 2025Q2: 23,423 shares; 2025Q3: 21,113 shares; 2025Q4: 21,132 shares 21,132 $1.21M 0.13% +19 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,647 shares; 2025Q2: 14,647 shares; 2025Q3: 13,827 shares; 2025Q4: 14,062 shares 14,062 $1.2M 0.12% +235 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: 11,789 shares; 2024Q4: 12,758 shares; 2025Q1: 12,764 shares; 2025Q2: 12,770 shares; 2025Q3: 12,777 shares; 2025Q4: 17,022 shares 17,022 $1.19M 0.12% +4,245 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,239 shares; 2024Q4: 24,757 shares; 2025Q1: 33,664 shares; 2025Q2: 30,333 shares; 2025Q3: 45,515 shares; 2025Q4: 47,192 shares 47,192 $1.18M 0.12% +1,677 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: not reported; 2024Q4: 3,331 shares; 2025Q1: 14,535 shares; 2025Q2: 11,096 shares; 2025Q3: 11,980 shares; 2025Q4: 11,971 shares 11,971 $1.12M 0.12% -9 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,335 shares; 2024Q4: 22,458 shares; 2025Q1: 22,587 shares; 2025Q2: 29,061 shares; 2025Q3: 45,591 shares; 2025Q4: 46,892 shares 46,892 $1.11M 0.12% +1,301 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,985 shares; 2025Q3: 3,542 shares; 2025Q4: 3,566 shares 3,566 $1.06M 0.11% +24 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: 1,709 shares; 2024Q4: 1,588 shares; 2025Q1: 2,329 shares; 2025Q2: 2,040 shares; 2025Q3: 2,807 shares; 2025Q4: 2,592 shares 2,592 $1.03M 0.11% -215 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,535 shares; 2024Q4: 31,535 shares; 2025Q1: 31,535 shares; 2025Q2: 35,693 shares; 2025Q3: 35,693 shares; 2025Q4: 31,138 shares 31,138 $1.02M 0.11% -4,555 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,016 shares; 2025Q3: 3,016 shares; 2025Q4: 2,586 shares 2,586 $1.01M 0.1% -430 Timeline VFMF 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: 6,144 shares; 2024Q4: 6,150 shares; 2025Q1: 6,216 shares; 2025Q2: 6,222 shares; 2025Q3: 6,298 shares; 2025Q4: 6,338 shares 6,338 $955K 0.1% +40 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,751 shares; 2025Q4: 36,615 shares 36,615 $947K 0.1% +16,864 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 1,685 shares; 2025Q1: 2,028 shares; 2025Q2: 5,511 shares; 2025Q3: 6,280 shares; 2025Q4: 6,516 shares 6,516 $934K 0.1% +236 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,799 shares; 2025Q2: 10,799 shares; 2025Q3: 10,799 shares; 2025Q4: 10,799 shares 10,799 $931K 0.1% 0 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: 2,105 shares; 2024Q4: 1,595 shares; 2025Q1: 2,131 shares; 2025Q2: 1,846 shares; 2025Q3: 2,000 shares; 2025Q4: 2,648 shares 2,648 $917K 0.1% +648 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: 13,109 shares; 2024Q4: 13,217 shares; 2025Q1: 13,257 shares; 2025Q2: 26,101 shares; 2025Q3: 26,156 shares; 2025Q4: 26,251 shares 26,251 $905K 0.09% +95 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 11,326 shares; 2025Q1: 11,499 shares; 2025Q2: 11,326 shares; 2025Q3: 34,529 shares; 2025Q4: 34,529 shares 34,529 $884K 0.09% 0 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: 6,992 shares; 2024Q4: 8,647 shares; 2025Q1: 8,126 shares; 2025Q2: 10,896 shares; 2025Q3: 11,345 shares; 2025Q4: 12,835 shares 12,835 $863K 0.09% +1,490 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: 1,222 shares; 2024Q4: 1,327 shares; 2025Q1: 1,118 shares; 2025Q2: 1,681 shares; 2025Q3: 3,752 shares; 2025Q4: 3,450 shares 3,450 $849K 0.09% -302 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,009 shares; 2025Q4: 33,711 shares 33,711 $829K 0.09% +18,702 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: 811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,398 shares; 2025Q4: 1,418 shares 1,418 $812K 0.08% +20 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: 651 shares; 2024Q4: 456 shares; 2025Q1: 616 shares; 2025Q2: 662 shares; 2025Q3: 738 shares; 2025Q4: 745 shares 745 $801K 0.08% +7 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: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares 11,200 $800K 0.08% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,924 shares; 2025Q1: 2,164 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,916 shares 2,916 $791K 0.08% +17 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: not reported; 2024Q4: not reported; 2025Q1: 1,739 shares; 2025Q2: 3,406 shares; 2025Q3: 3,375 shares; 2025Q4: 3,429 shares 3,429 $784K 0.08% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,036 shares 3,036 $780K 0.08% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,056 shares; 2025Q1: 22,437 shares; 2025Q2: 22,437 shares; 2025Q3: 21,288 shares; 2025Q4: 17,382 shares 17,382 $772K 0.08% -3,906 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: not reported; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 5,135 shares; 2025Q3: 5,921 shares; 2025Q4: 6,349 shares 6,349 $764K 0.08% +428 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: 5,040 shares; 2024Q4: 25,041 shares; 2025Q1: 11,533 shares; 2025Q2: 17,537 shares; 2025Q3: 8,640 shares; 2025Q4: 10,249 shares 10,249 $759K 0.08% +1,609 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: 931 shares; 2024Q4: 872 shares; 2025Q1: 787 shares; 2025Q2: 764 shares; 2025Q3: 788 shares; 2025Q4: 7,937 shares 7,937 $744K 0.08% +7,149 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: 739 shares; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 2,202 shares; 2025Q3: 2,132 shares; 2025Q4: 2,394 shares 2,394 $732K 0.08% +262 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: 3,060 shares; 2024Q4: 4,381 shares; 2025Q1: 5,430 shares; 2025Q2: 4,672 shares; 2025Q3: 3,309 shares; 2025Q4: 8,202 shares 8,202 $726K 0.08% +4,893 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,922 shares; 2025Q3: 5,422 shares; 2025Q4: 5,422 shares 5,422 $720K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,346 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $709K 0.07% 0 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: not reported; 2024Q4: 1,873 shares; 2025Q1: 2,333 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,495 shares 3,495 $694K 0.07% new 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: 446 shares; 2024Q4: 388 shares; 2025Q1: 395 shares; 2025Q2: 424 shares; 2025Q3: 455 shares; 2025Q4: 792 shares 792 $683K 0.07% +337 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: 3,901 shares; 2024Q4: 3,118 shares; 2025Q1: 3,480 shares; 2025Q2: 3,987 shares; 2025Q3: 5,931 shares; 2025Q4: 6,102 shares 6,102 $680K 0.07% +171 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,599 shares; 2025Q2: 26,599 shares; 2025Q3: 26,599 shares; 2025Q4: 26,599 shares 26,599 $663K 0.07% 0 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: not reported; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 4,542 shares 4,542 $654K 0.07% +3,267 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,761 shares; 2025Q3: 23,388 shares; 2025Q4: 23,388 shares 23,388 $636K 0.07% 0 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: 3,381 shares; 2024Q4: 3,509 shares; 2025Q1: 4,665 shares; 2025Q2: 4,215 shares; 2025Q3: 4,215 shares; 2025Q4: 2,814 shares 2,814 $619K 0.06% -1,401 Timeline KBWB 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: 6,387 shares; 2024Q4: 6,422 shares; 2025Q1: 6,464 shares; 2025Q2: 6,501 shares; 2025Q3: 6,538 shares; 2025Q4: 7,135 shares 7,135 $601K 0.06% +597 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,515 shares 3,515 $590K 0.06% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares 3,540 $587K 0.06% 0 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: 718 shares; 2024Q4: 618 shares; 2025Q1: 1,794 shares; 2025Q2: 2,030 shares; 2025Q3: 1,863 shares; 2025Q4: 851 shares 851 $581K 0.06% -1,012 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,023 shares; 2025Q3: 3,373 shares; 2025Q4: 3,615 shares 3,615 $579K 0.06% +242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,502 shares; 2025Q4: 5,955 shares 5,955 $572K 0.06% +453 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,178 shares; 2024Q4: 21,299 shares; 2025Q1: 21,417 shares; 2025Q2: 27,830 shares; 2025Q3: 36,900 shares; 2025Q4: 24,175 shares 24,175 $572K 0.06% -12,725 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 1,113 shares; 2025Q4: 1,879 shares 1,879 $571K 0.06% +766 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,021 shares; 2025Q3: 7,021 shares; 2025Q4: 6,992 shares 6,992 $553K 0.06% -29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,815 shares 4,815 $548K 0.06% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,409 shares; 2024Q4: 6,713 shares; 2025Q1: 6,740 shares; 2025Q2: 7,484 shares; 2025Q3: 6,715 shares; 2025Q4: 6,416 shares 6,416 $537K 0.06% -299 Timeline ROE 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: not reported; 2024Q4: not reported; 2025Q1: 29,474 shares; 2025Q2: 29,474 shares; 2025Q3: 23,942 shares; 2025Q4: 15,225 shares 15,225 $537K 0.06% -8,717 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,424 shares; 2025Q1: 4,578 shares; 2025Q2: 3,596 shares; 2025Q3: 5,448 shares; 2025Q4: 4,461 shares 4,461 $536K 0.06% -987 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,932 shares; 2025Q3: 9,932 shares; 2025Q4: 16,286 shares 16,286 $536K 0.06% +6,354 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: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 7,313 shares 7,313 $524K 0.05% +2,387 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: 1,729 shares; 2024Q4: 1,419 shares; 2025Q1: 1,860 shares; 2025Q2: 1,784 shares; 2025Q3: 2,103 shares; 2025Q4: 2,575 shares 2,575 $502K 0.05% +472 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,356 shares; 2024Q4: 16,813 shares; 2025Q1: 16,060 shares; 2025Q2: 11,603 shares; 2025Q3: 11,603 shares; 2025Q4: 9,943 shares 9,943 $497K 0.05% -1,660 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $497K 0.05% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,032 shares; 2025Q2: 6,032 shares; 2025Q3: 5,523 shares; 2025Q4: 5,523 shares 5,523 $494K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,271 shares; 2025Q2: 4,045 shares; 2025Q3: 4,079 shares; 2025Q4: 3,928 shares 3,928 $492K 0.05% -151 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares 3,265 $486K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: 1,007 shares; 2025Q3: 1,489 shares; 2025Q4: 1,007 shares 1,007 $477K 0.05% -482 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: 2,195 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,751 shares; 2025Q3: 4,804 shares; 2025Q4: 4,459 shares 4,459 $469K 0.05% -345 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,564 shares 4,564 $468K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,800 shares 1,800 $463K 0.05% +22 Timeline SPGP 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: 4,003 shares; 2025Q2: 4,003 shares; 2025Q3: 4,003 shares; 2025Q4: 4,003 shares 4,003 $456K 0.05% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402 shares; 2025Q4: 514 shares 514 $452K 0.05% +112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,173 shares 3,173 $448K 0.05% new Timeline SPTS 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: 20,093 shares; 2024Q4: 23,767 shares; 2025Q1: 22,790 shares; 2025Q2: 19,383 shares; 2025Q3: 19,383 shares; 2025Q4: 15,101 shares 15,101 $442K 0.05% -4,282 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,321 shares; 2025Q4: 1,394 shares 1,394 $429K 0.04% +73 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,795 shares 7,795 $427K 0.04% new 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: 3,089 shares; 2024Q4: 14,635 shares; 2025Q1: 14,635 shares; 2025Q2: 12,524 shares; 2025Q3: 12,414 shares; 2025Q4: 12,673 shares 12,673 $413K 0.04% +259 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,460 shares 3,460 $406K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,273 shares; 2025Q2: 2,284 shares; 2025Q3: 2,358 shares; 2025Q4: 3,624 shares 3,624 $405K 0.04% +1,266 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: 5,661 shares; 2024Q4: 6,298 shares; 2025Q1: 5,174 shares; 2025Q2: 5,174 shares; 2025Q3: 6,174 shares; 2025Q4: 7,353 shares 7,353 $402K 0.04% +1,179 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: 676 shares; 2024Q4: 724 shares; 2025Q1: 1,277 shares; 2025Q2: 1,247 shares; 2025Q3: 1,135 shares; 2025Q4: 1,065 shares 1,065 $398K 0.04% -70 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: not reported; 2024Q4: 728 shares; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 889 shares; 2025Q4: 1,301 shares 1,301 $393K 0.04% +412 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,021 shares; 2025Q1: 2,027 shares; 2025Q2: 1,884 shares; 2025Q3: 2,081 shares; 2025Q4: 1,347 shares 1,347 $391K 0.04% -734 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: 3,787 shares; 2024Q4: 3,617 shares; 2025Q1: 5,226 shares; 2025Q2: 4,362 shares; 2025Q3: 4,273 shares; 2025Q4: 4,974 shares 4,974 $383K 0.04% +701 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 980 shares; 2025Q4: 1,054 shares 1,054 $379K 0.04% +74 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,088 shares; 2025Q4: 3,088 shares 3,088 $374K 0.04% 0 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: not reported; 2024Q4: 9,814 shares; 2025Q1: 9,814 shares; 2025Q2: 9,802 shares; 2025Q3: 9,802 shares; 2025Q4: 9,802 shares 9,802 $373K 0.04% 0 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,150 shares 4,150 $366K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,329 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 2,138 shares 2,138 $366K 0.04% +760 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 11,519 shares; 2025Q1: 20,165 shares; 2025Q2: 20,965 shares; 2025Q3: 10,999 shares; 2025Q4: 12,665 shares 12,665 $365K 0.04% +1,666 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 652 shares; 2025Q3: 982 shares; 2025Q4: 982 shares 982 $363K 0.04% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 5,130 shares; 2025Q3: 5,130 shares; 2025Q4: 5,396 shares 5,396 $362K 0.04% +266 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: not reported; 2024Q4: 15,444 shares; 2025Q1: 15,444 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,450 shares 10,450 $357K 0.04% new 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: 6,089 shares; 2024Q4: 5,976 shares; 2025Q1: 5,917 shares; 2025Q2: 13,252 shares; 2025Q3: 13,567 shares; 2025Q4: 6,448 shares 6,448 $355K 0.04% -7,119 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,938 shares; 2025Q4: 4,326 shares 4,326 $349K 0.04% +388 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares 3,750 $342K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,122 shares; 2025Q3: 13,977 shares; 2025Q4: 13,725 shares 13,725 $342K 0.04% -252 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,206 shares 2,206 $340K 0.04% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,679 shares; 2025Q1: 2,699 shares; 2025Q2: 2,715 shares; 2025Q3: 2,737 shares; 2025Q4: 3,274 shares 3,274 $338K 0.04% +537 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: 2,528 shares; 2024Q4: 2,953 shares; 2025Q1: 2,970 shares; 2025Q2: 3,086 shares; 2025Q3: 3,093 shares; 2025Q4: 2,379 shares 2,379 $336K 0.03% -714 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: not reported; 2024Q4: 2,310 shares; 2025Q1: 3,895 shares; 2025Q2: 2,310 shares; 2025Q3: 3,891 shares; 2025Q4: 2,322 shares 2,322 $333K 0.03% -1,569 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,657 shares; 2024Q4: 12,192 shares; 2025Q1: 15,387 shares; 2025Q2: 16,609 shares; 2025Q3: 10,536 shares; 2025Q4: 12,510 shares 12,510 $331K 0.03% +1,974 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,308 shares 1,308 $331K 0.03% +1 Timeline IQDF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,708 shares 10,708 $326K 0.03% new Timeline IHDG 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: not reported; 2024Q4: not reported; 2025Q1: 9,088 shares; 2025Q2: 9,088 shares; 2025Q3: 8,461 shares; 2025Q4: 6,682 shares 6,682 $325K 0.03% -1,779 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,264 shares; 2025Q1: 3,264 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,221 shares 3,221 $317K 0.03% -43 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,667 shares; 2025Q3: 6,944 shares; 2025Q4: 6,944 shares 6,944 $314K 0.03% 0 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: not reported; 2025Q2: 256 shares; 2025Q3: 284 shares; 2025Q4: 292 shares 292 $312K 0.03% +8 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,396 shares; 2025Q3: 6,396 shares; 2025Q4: 6,502 shares 6,502 $311K 0.03% +106 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,460 shares; 2024Q4: 12,001 shares; 2025Q1: 5,753 shares; 2025Q2: 5,701 shares; 2025Q3: 5,701 shares; 2025Q4: 5,701 shares 5,701 $309K 0.03% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,578 shares; 2025Q4: 3,358 shares 3,358 $307K 0.03% -220 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,179 shares; 2025Q1: not reported; 2025Q2: 5,179 shares; 2025Q3: 5,179 shares; 2025Q4: 5,717 shares 5,717 $305K 0.03% +538 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,289 shares; 2025Q3: 7,289 shares; 2025Q4: 2,926 shares 2,926 $305K 0.03% -4,363 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 399 shares 399 $301K 0.03% +65 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: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares 2,795 $295K 0.03% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 862 shares 862 $291K 0.03% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,470 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares; 2025Q4: 5,470 shares 5,470 $287K 0.03% 0 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: 2,653 shares; 2024Q4: 2,653 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,685 shares 2,685 $286K 0.03% +31 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: 546 shares; 2024Q4: 577 shares; 2025Q1: 545 shares; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 867 shares 867 $286K 0.03% +215 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: not reported; 2024Q4: 1,061 shares; 2025Q1: 1,191 shares; 2025Q2: 2,528 shares; 2025Q3: 1,715 shares; 2025Q4: 1,349 shares 1,349 $286K 0.03% -366 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares; 2025Q3: 1,415 shares; 2025Q4: 1,347 shares 1,347 $285K 0.03% -68 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,514 shares; 2025Q1: 2,519 shares; 2025Q2: 2,525 shares; 2025Q3: 2,532 shares; 2025Q4: 2,583 shares 2,583 $284K 0.03% +51 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: not reported; 2024Q4: 1,377 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares 1,334 $283K 0.03% 0 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,982 shares 1,982 $282K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,594 shares; 2025Q3: 9,425 shares; 2025Q4: 10,361 shares 10,361 $279K 0.03% +936 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,150 shares 8,150 $275K 0.03% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,333 shares 2,333 $275K 0.03% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: 649 shares; 2025Q2: 574 shares; 2025Q3: 576 shares; 2025Q4: 572 shares 572 $269K 0.03% -4 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW 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: 830 shares 830 $269K 0.03% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN 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: 12,201 shares; 2025Q3: 12,225 shares; 2025Q4: 12,000 shares 12,000 $268K 0.03% -225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 406 shares 406 $265K 0.03% +6 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 3,600 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares; 2025Q4: 2,781 shares 2,781 $265K 0.03% -650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,987 shares; 2025Q3: 9,334 shares; 2025Q4: 9,187 shares 9,187 $262K 0.03% -147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,646 shares; 2025Q3: 3,408 shares; 2025Q4: 1,416 shares 1,416 $260K 0.03% -1,992 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,341 shares 5,341 $259K 0.03% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares 1,444 $258K 0.03% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,754 shares 1,754 $253K 0.03% new 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: not reported; 2024Q4: 2,741 shares; 2025Q1: 2,741 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares 2,740 $251K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares 46 $247K 0.03% new 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: 948 shares; 2024Q4: 828 shares; 2025Q1: 762 shares; 2025Q2: 780 shares; 2025Q3: not reported; 2025Q4: 917 shares 917 $243K 0.03% new 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: 1,702 shares; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: 1,573 shares; 2025Q3: 1,415 shares; 2025Q4: 1,587 shares 1,587 $242K 0.03% +172 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,678 shares 5,678 $241K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,955 shares; 2025Q3: 3,991 shares; 2025Q4: 3,419 shares 3,419 $239K 0.02% -572 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: 1,393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,630 shares; 2025Q4: 1,113 shares 1,113 $238K 0.02% -517 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: 2,622 shares; 2024Q4: 7,865 shares; 2025Q1: 7,865 shares; 2025Q2: 7,863 shares; 2025Q3: 7,863 shares; 2025Q4: 7,863 shares 7,863 $233K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,119 shares 6,119 $232K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,220 shares 1,220 $229K 0.02% new 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: not reported; 2024Q4: 1,435 shares; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: not reported; 2025Q4: 1,575 shares 1,575 $228K 0.02% new Timeline NTGR NETGEAR INC More: the full row for NETGEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,196 shares 9,196 $226K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 479 shares 479 $225K 0.02% -143 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: 3,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,798 shares 2,798 $223K 0.02% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 2,813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares 2,813 $223K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 567 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 634 shares 634 $223K 0.02% new Timeline DGRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,130 shares; 2025Q3: 7,111 shares; 2025Q4: 7,111 shares 7,111 $223K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,685 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares 1,684 $222K 0.02% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,589 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $221K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,581 shares 2,581 $217K 0.02% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,254 shares; 2025Q4: 4,254 shares 4,254 $216K 0.02% 0 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,352 shares; 2025Q3: 9,352 shares; 2025Q4: 9,352 shares 9,352 $211K 0.02% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,625 shares 2,625 $210K 0.02% new Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,584 shares; 2025Q2: 17,584 shares; 2025Q3: 15,726 shares; 2025Q4: 11,245 shares 11,245 $209K 0.02% -4,481 Timeline DES 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,183 shares 6,183 $207K 0.02% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares 193 $206K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,432 shares 1,432 $206K 0.02% new Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares 1,180 $206K 0.02% 0 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,181 shares 2,181 $205K 0.02% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,276 shares 2,276 $205K 0.02% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,672 shares; 2025Q3: 1,672 shares; 2025Q4: 1,422 shares 1,422 $204K 0.02% -250 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,604 shares; 2025Q1: 3,604 shares; 2025Q2: 2,038 shares; 2025Q3: 2,171 shares; 2025Q4: 1,880 shares 1,880 $201K 0.02% -291 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 16,006 shares 16,006 $192K 0.02% +506 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 29,974 shares; 2025Q3: 29,974 shares; 2025Q4: 29,974 shares 29,974 $189K 0.02% 0 Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION 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: 19,555 shares 19,555 $177K 0.02% new Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $170K 0.02% 0 Timeline INGN INOGEN INC More: the full row for INOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,381 shares 21,381 $144K 0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 11,903 shares; 2025Q1: 11,903 shares; 2025Q2: 11,903 shares; 2025Q3: 11,903 shares; 2025Q4: 11,903 shares 11,903 $119K 0.01% 0 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,628 shares 11,628 $80.8K 0.01% new Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP 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: 10,225 shares; 2025Q3: 10,225 shares; 2025Q4: 10,225 shares 10,225 $73.6K 0.01% 0 Timeline