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: 498,133 shares; 2024Q4: 498,206 shares; 2025Q1: 509,210 shares; 2025Q2: 516,982 shares; 2025Q3: 523,095 shares; 2025Q4: 520,919 shares 520,919 $175M 16.63% -2,176 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: 927,921 shares; 2024Q4: 983,777 shares; 2025Q1: 1,046,300 shares; 2025Q2: 1,078,163 shares; 2025Q3: 1,102,118 shares; 2025Q4: 1,128,228 shares 1,128,228 $95.5M 9.09% +26,110 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153,265 shares; 2024Q4: 1,215,315 shares; 2025Q1: 1,417,985 shares; 2025Q2: 1,500,468 shares; 2025Q3: 1,581,086 shares; 2025Q4: 1,688,690 shares 1,688,690 $78.6M 7.49% +107,604 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: 30,521 shares; 2025Q1: 39,076 shares; 2025Q2: 41,900 shares; 2025Q3: 718,232 shares; 2025Q4: 740,985 shares 740,985 $55.6M 5.3% +22,753 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098,899 shares; 2024Q4: 1,102,789 shares; 2025Q1: 1,153,271 shares; 2025Q2: 1,176,217 shares; 2025Q3: 585,372 shares; 2025Q4: 578,665 shares 578,665 $46.4M 4.42% -6,707 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,164 shares; 2024Q4: 838,886 shares; 2025Q1: 1,060,835 shares; 2025Q2: 1,163,855 shares; 2025Q3: 1,278,330 shares; 2025Q4: 1,375,514 shares 1,375,514 $39.2M 3.73% +97,184 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,494 shares; 2024Q4: 525,097 shares; 2025Q1: 613,052 shares; 2025Q2: 654,193 shares; 2025Q3: 692,754 shares; 2025Q4: 758,386 shares 758,386 $34.9M 3.33% +65,632 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339,800 shares; 2025Q4: 359,145 shares 359,145 $29.6M 2.82% +19,345 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: 387,755 shares; 2024Q4: 394,925 shares; 2025Q1: 411,169 shares; 2025Q2: 403,764 shares; 2025Q3: 408,972 shares; 2025Q4: 412,404 shares 412,404 $28.6M 2.73% +3,432 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,784 shares; 2024Q4: 531,988 shares; 2025Q1: 556,052 shares; 2025Q2: 564,426 shares; 2025Q3: 589,853 shares; 2025Q4: 605,993 shares 605,993 $26.5M 2.52% +16,140 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,706 shares; 2024Q4: 268,959 shares; 2025Q1: 252,564 shares; 2025Q2: 224,570 shares; 2025Q3: 207,554 shares; 2025Q4: 206,622 shares 206,622 $23.8M 2.27% -932 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: 100,337 shares; 2024Q4: 97,425 shares; 2025Q1: 97,289 shares; 2025Q2: 94,685 shares; 2025Q3: 94,495 shares; 2025Q4: 92,719 shares 92,719 $17.3M 1.65% -1,776 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,419 shares; 2024Q4: 176,556 shares; 2025Q1: 184,730 shares; 2025Q2: 188,113 shares; 2025Q3: 204,253 shares; 2025Q4: 221,013 shares 221,013 $16.8M 1.6% +16,760 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: 120,100 shares; 2024Q4: 131,129 shares; 2025Q1: 132,420 shares; 2025Q2: 137,958 shares; 2025Q3: 138,031 shares; 2025Q4: 140,589 shares 140,589 $14.3M 1.37% +2,558 Timeline FRDM 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: not reported; 2025Q2: not reported; 2025Q3: 263,654 shares; 2025Q4: 277,711 shares 277,711 $14.2M 1.36% +14,057 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: 21,813 shares; 2024Q4: 21,361 shares; 2025Q1: 21,137 shares; 2025Q2: 20,544 shares; 2025Q3: 20,224 shares; 2025Q4: 18,194 shares 18,194 $12.4M 1.18% -2,030 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: 58,815 shares; 2024Q4: 59,438 shares; 2025Q1: 58,404 shares; 2025Q2: 71,594 shares; 2025Q3: 72,590 shares; 2025Q4: 75,348 shares 75,348 $10.6M 1.01% +2,758 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: 43,491 shares; 2024Q4: 42,886 shares; 2025Q1: 42,868 shares; 2025Q2: 42,815 shares; 2025Q3: 42,876 shares; 2025Q4: 42,648 shares 42,648 $9.37M 0.89% -228 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: 8,555 shares; 2024Q4: 171,608 shares; 2025Q1: 168,868 shares; 2025Q2: 171,072 shares; 2025Q3: 171,929 shares; 2025Q4: 177,083 shares 177,083 $8.79M 0.84% +5,154 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 8,329 shares; 2025Q1: 8,251 shares; 2025Q2: 8,110 shares; 2025Q3: 8,699 shares; 2025Q4: 26,420 shares 26,420 $7.59M 0.72% +17,721 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: 45,032 shares; 2024Q4: 44,261 shares; 2025Q1: 40,154 shares; 2025Q2: 32,325 shares; 2025Q3: 31,985 shares; 2025Q4: 32,437 shares 32,437 $6.87M 0.65% +452 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: 14,420 shares; 2024Q4: 14,343 shares; 2025Q1: 13,876 shares; 2025Q2: 14,207 shares; 2025Q3: 14,521 shares; 2025Q4: 14,175 shares 14,175 $6.86M 0.65% -346 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: 91,385 shares; 2024Q4: 53,678 shares; 2025Q1: 54,102 shares; 2025Q2: 50,248 shares; 2025Q3: 50,005 shares; 2025Q4: 43,980 shares 43,980 $6.68M 0.64% -6,025 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: 26,903 shares; 2024Q4: 26,862 shares; 2025Q1: 26,694 shares; 2025Q2: 23,549 shares; 2025Q3: 24,509 shares; 2025Q4: 23,744 shares 23,744 $6.46M 0.61% -765 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: 10,567 shares; 2024Q4: 10,177 shares; 2025Q1: 9,553 shares; 2025Q2: 9,215 shares; 2025Q3: 9,482 shares; 2025Q4: 9,284 shares 9,284 $6.36M 0.61% -198 Timeline AVGE 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: 75,318 shares; 2024Q4: 74,929 shares; 2025Q1: 69,841 shares; 2025Q2: 71,539 shares; 2025Q3: 74,620 shares; 2025Q4: 68,266 shares 68,266 $5.86M 0.56% -6,354 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: 25,689 shares; 2024Q4: 25,980 shares; 2025Q1: 26,184 shares; 2025Q2: 24,776 shares; 2025Q3: 25,878 shares; 2025Q4: 25,283 shares 25,283 $5.84M 0.56% -595 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: 23,071 shares; 2024Q4: 21,252 shares; 2025Q1: 20,401 shares; 2025Q2: 18,673 shares; 2025Q3: 19,198 shares; 2025Q4: 18,548 shares 18,548 $5.82M 0.55% -650 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: 11,286 shares; 2024Q4: 11,321 shares; 2025Q1: 11,269 shares; 2025Q2: 11,287 shares; 2025Q3: 11,203 shares; 2025Q4: 11,380 shares 11,380 $5.72M 0.54% +177 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: 80,263 shares; 2024Q4: 79,025 shares; 2025Q1: 76,100 shares; 2025Q2: 77,938 shares; 2025Q3: 77,935 shares; 2025Q4: 77,758 shares 77,758 $5.72M 0.54% -177 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: 29,077 shares; 2024Q4: 33,093 shares; 2025Q1: 41,655 shares; 2025Q2: 50,876 shares; 2025Q3: 56,100 shares; 2025Q4: 60,535 shares 60,535 $5.17M 0.49% +4,435 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: 26,976 shares; 2024Q4: 27,840 shares; 2025Q1: 26,837 shares; 2025Q2: 26,083 shares; 2025Q3: 27,636 shares; 2025Q4: 26,850 shares 26,850 $5.13M 0.49% -786 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: 41,662 shares; 2024Q4: 40,607 shares; 2025Q1: 27,050 shares; 2025Q2: 20,526 shares; 2025Q3: 19,715 shares; 2025Q4: 19,547 shares 19,547 $5.04M 0.48% -168 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: 61,282 shares; 2024Q4: 185,394 shares; 2025Q1: 196,541 shares; 2025Q2: 193,042 shares; 2025Q3: 189,418 shares; 2025Q4: 189,661 shares 189,661 $4.97M 0.47% +243 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: 25,767 shares; 2024Q4: 25,900 shares; 2025Q1: 25,874 shares; 2025Q2: 26,150 shares; 2025Q3: 26,322 shares; 2025Q4: 26,473 shares 26,473 $4.08M 0.39% +151 Timeline FPAG 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: 163,237 shares; 2024Q4: 149,192 shares; 2025Q1: 127,249 shares; 2025Q2: 112,340 shares; 2025Q3: 113,827 shares; 2025Q4: 105,523 shares 105,523 $3.91M 0.37% -8,304 Timeline FEGE 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: 54,482 shares; 2025Q2: 61,010 shares; 2025Q3: 72,762 shares; 2025Q4: 83,772 shares 83,772 $3.86M 0.37% +11,010 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: 35,398 shares; 2024Q4: 36,301 shares; 2025Q1: 35,401 shares; 2025Q2: 36,145 shares; 2025Q3: 38,847 shares; 2025Q4: 37,974 shares 37,974 $3.79M 0.36% -873 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: 4,257 shares; 2024Q4: 4,298 shares; 2025Q1: 4,194 shares; 2025Q2: 4,482 shares; 2025Q3: 4,503 shares; 2025Q4: 4,482 shares 4,482 $3.38M 0.32% -21 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: 8,638 shares; 2024Q4: 8,521 shares; 2025Q1: 8,314 shares; 2025Q2: 8,314 shares; 2025Q3: 8,317 shares; 2025Q4: 8,269 shares 8,269 $3.28M 0.31% -48 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: 36,858 shares; 2024Q4: 41,157 shares; 2025Q1: 39,300 shares; 2025Q2: 38,550 shares; 2025Q3: 37,941 shares; 2025Q4: 36,757 shares 36,757 $3.25M 0.31% -1,184 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: 44,300 shares; 2024Q4: 43,021 shares; 2025Q1: 45,615 shares; 2025Q2: 42,719 shares; 2025Q3: 41,677 shares; 2025Q4: 40,355 shares 40,355 $3.22M 0.31% -1,322 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: 10,273 shares; 2024Q4: 10,648 shares; 2025Q1: 10,659 shares; 2025Q2: 10,671 shares; 2025Q3: 10,675 shares; 2025Q4: 10,697 shares 10,697 $3.17M 0.3% +22 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: 9,206 shares; 2024Q4: 9,197 shares; 2025Q1: 9,163 shares; 2025Q2: 8,646 shares; 2025Q3: 8,661 shares; 2025Q4: 8,596 shares 8,596 $3.01M 0.29% -65 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: 14,533 shares; 2024Q4: 13,726 shares; 2025Q1: 14,556 shares; 2025Q2: 14,645 shares; 2025Q3: 14,363 shares; 2025Q4: 14,535 shares 14,535 $3.01M 0.29% +172 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: 13,658 shares; 2024Q4: 11,689 shares; 2025Q1: 11,761 shares; 2025Q2: 9,640 shares; 2025Q3: 10,175 shares; 2025Q4: 9,458 shares 9,458 $2.96M 0.28% -717 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,833 shares; 2024Q4: 91,959 shares; 2025Q1: 89,482 shares; 2025Q2: 79,621 shares; 2025Q3: 79,308 shares; 2025Q4: 76,849 shares 76,849 $2.94M 0.28% -2,459 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: 50,583 shares; 2024Q4: 49,794 shares; 2025Q1: 44,271 shares; 2025Q2: 43,640 shares; 2025Q3: 46,374 shares; 2025Q4: 46,275 shares 46,275 $2.89M 0.28% -99 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,592 shares; 2024Q4: 38,369 shares; 2025Q1: 37,119 shares; 2025Q2: 36,413 shares; 2025Q3: 34,903 shares; 2025Q4: 31,426 shares 31,426 $2.74M 0.26% -3,477 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: 35,087 shares; 2024Q4: 34,629 shares; 2025Q1: 34,631 shares; 2025Q2: 34,148 shares; 2025Q3: 34,165 shares; 2025Q4: 34,160 shares 34,160 $2.74M 0.26% -5 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: 20,694 shares; 2024Q4: 22,804 shares; 2025Q1: 19,709 shares; 2025Q2: 20,166 shares; 2025Q3: 19,714 shares; 2025Q4: 18,932 shares 18,932 $2.72M 0.26% -782 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: 37,885 shares; 2024Q4: 37,193 shares; 2025Q1: 31,748 shares; 2025Q2: 32,346 shares; 2025Q3: 32,409 shares; 2025Q4: 32,640 shares 32,640 $2.42M 0.23% +231 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: 6,574 shares; 2024Q4: 6,668 shares; 2025Q1: 6,334 shares; 2025Q2: 5,824 shares; 2025Q3: 5,806 shares; 2025Q4: 4,941 shares 4,941 $2.41M 0.23% -865 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: 9,497 shares; 2024Q4: 9,434 shares; 2025Q1: 9,369 shares; 2025Q2: 8,219 shares; 2025Q3: 8,077 shares; 2025Q4: 7,781 shares 7,781 $2.35M 0.22% -296 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: 38,810 shares; 2024Q4: 34,760 shares; 2025Q1: 34,088 shares; 2025Q2: 33,758 shares; 2025Q3: 34,025 shares; 2025Q4: 33,282 shares 33,282 $2.28M 0.22% -743 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,932 shares; 2025Q1: 2,751 shares; 2025Q2: 3,262 shares; 2025Q3: 3,606 shares; 2025Q4: 3,610 shares 3,610 $2.26M 0.22% +4 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: 2,356 shares; 2024Q4: 2,352 shares; 2025Q1: 2,370 shares; 2025Q2: 2,079 shares; 2025Q3: 2,165 shares; 2025Q4: 2,073 shares 2,073 $2.23M 0.21% -92 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,296 shares; 2024Q4: 33,260 shares; 2025Q1: 33,260 shares; 2025Q2: 33,260 shares; 2025Q3: 33,723 shares; 2025Q4: 37,208 shares 37,208 $2.21M 0.21% +3,485 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: 18,102 shares; 2024Q4: 17,374 shares; 2025Q1: 15,756 shares; 2025Q2: 15,762 shares; 2025Q3: 15,052 shares; 2025Q4: 15,074 shares 15,074 $2.16M 0.21% +22 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: 9,795 shares; 2024Q4: 9,656 shares; 2025Q1: 9,339 shares; 2025Q2: 9,329 shares; 2025Q3: 9,312 shares; 2025Q4: 9,335 shares 9,335 $2.13M 0.2% +23 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: 11,514 shares; 2024Q4: 13,093 shares; 2025Q1: 13,865 shares; 2025Q2: 13,866 shares; 2025Q3: 14,011 shares; 2025Q4: 14,012 shares 14,012 $2.08M 0.2% +1 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: 47,895 shares; 2024Q4: 46,441 shares; 2025Q1: 40,551 shares; 2025Q2: 39,904 shares; 2025Q3: 38,721 shares; 2025Q4: 37,980 shares 37,980 $2.04M 0.19% -741 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: 16,320 shares; 2024Q4: 16,428 shares; 2025Q1: 16,056 shares; 2025Q2: 16,790 shares; 2025Q3: 16,846 shares; 2025Q4: 16,804 shares 16,804 $2.02M 0.19% -42 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: 23,450 shares; 2024Q4: 22,468 shares; 2025Q1: 21,549 shares; 2025Q2: 20,765 shares; 2025Q3: 18,725 shares; 2025Q4: 17,949 shares 17,949 $1.89M 0.18% -776 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: 35,326 shares; 2024Q4: 104,657 shares; 2025Q1: 77,447 shares; 2025Q2: 70,985 shares; 2025Q3: 71,050 shares; 2025Q4: 70,113 shares 70,113 $1.89M 0.18% -937 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: 28,651 shares; 2024Q4: 30,485 shares; 2025Q1: 30,541 shares; 2025Q2: 31,518 shares; 2025Q3: 31,858 shares; 2025Q4: 30,722 shares 30,722 $1.85M 0.18% -1,136 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: 5,206 shares; 2024Q4: 5,183 shares; 2025Q1: 5,153 shares; 2025Q2: 5,534 shares; 2025Q3: 5,545 shares; 2025Q4: 5,551 shares 5,551 $1.82M 0.17% +6 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: 5,285 shares; 2024Q4: 5,122 shares; 2025Q1: 5,133 shares; 2025Q2: 5,139 shares; 2025Q3: 5,136 shares; 2025Q4: 5,143 shares 5,143 $1.81M 0.17% +7 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 11,185 shares; 2025Q1: 10,024 shares; 2025Q2: 9,828 shares; 2025Q3: 9,941 shares; 2025Q4: 9,744 shares 9,744 $1.8M 0.17% -197 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 7,717 shares; 2025Q1: 7,190 shares; 2025Q2: 6,005 shares; 2025Q3: 6,142 shares; 2025Q4: 6,114 shares 6,114 $1.76M 0.17% -28 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,381 shares; 2024Q4: 14,381 shares; 2025Q1: 14,381 shares; 2025Q2: 23,161 shares; 2025Q3: 29,208 shares; 2025Q4: 28,337 shares 28,337 $1.7M 0.16% -871 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 5,770 shares; 2025Q1: 5,770 shares; 2025Q2: 5,776 shares; 2025Q3: 5,776 shares; 2025Q4: 5,778 shares 5,778 $1.65M 0.16% +2 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: 2,989 shares; 2024Q4: 2,961 shares; 2025Q1: 2,854 shares; 2025Q2: 2,867 shares; 2025Q3: 2,880 shares; 2025Q4: 2,871 shares 2,871 $1.64M 0.16% -9 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 784 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares 765 $1.64M 0.16% 0 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,411 shares; 2024Q4: 39,131 shares; 2025Q1: 39,213 shares; 2025Q2: 38,766 shares; 2025Q3: 38,774 shares; 2025Q4: 36,383 shares 36,383 $1.62M 0.15% -2,391 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: 34,097 shares; 2024Q4: 33,418 shares; 2025Q1: 30,633 shares; 2025Q2: 29,584 shares; 2025Q3: 30,523 shares; 2025Q4: 30,153 shares 30,153 $1.59M 0.15% -370 Timeline VFMO 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: 6,959 shares; 2025Q2: 3,879 shares; 2025Q3: 6,120 shares; 2025Q4: 8,242 shares 8,242 $1.58M 0.15% +2,122 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,419 shares; 2025Q1: 2,320 shares; 2025Q2: 2,326 shares; 2025Q3: 2,544 shares; 2025Q4: 2,294 shares 2,294 $1.51M 0.14% -250 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 31,893 shares; 2025Q4: 52,077 shares 52,077 $1.39M 0.13% +20,184 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: 9,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares 9,250 $1.38M 0.13% 0 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: 15,251 shares; 2024Q4: 14,817 shares; 2025Q1: 14,828 shares; 2025Q2: 14,810 shares; 2025Q3: 14,699 shares; 2025Q4: 10,197 shares 10,197 $1.38M 0.13% -4,502 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 13,894 shares; 2025Q1: 13,945 shares; 2025Q2: 13,649 shares; 2025Q3: 13,683 shares; 2025Q4: 13,691 shares 13,691 $1.35M 0.13% +8 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: 3,777 shares; 2024Q4: 3,547 shares; 2025Q1: 3,549 shares; 2025Q2: 3,253 shares; 2025Q3: 3,255 shares; 2025Q4: 3,466 shares 3,466 $1.35M 0.13% +211 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: not reported; 2024Q4: 8,141 shares; 2025Q1: 9,943 shares; 2025Q2: 10,627 shares; 2025Q3: 10,859 shares; 2025Q4: 10,849 shares 10,849 $1.32M 0.13% -10 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: 243 shares; 2024Q4: 243 shares; 2025Q1: 245 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares 244 $1.31M 0.12% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,116 shares; 2025Q1: 7,120 shares; 2025Q2: 7,137 shares; 2025Q3: 7,119 shares; 2025Q4: 7,124 shares 7,124 $1.28M 0.12% +5 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: 5,439 shares; 2024Q4: 5,445 shares; 2025Q1: 5,262 shares; 2025Q2: 5,284 shares; 2025Q3: 5,290 shares; 2025Q4: 5,204 shares 5,204 $1.28M 0.12% -86 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: 3,717 shares; 2024Q4: 3,633 shares; 2025Q1: 3,782 shares; 2025Q2: 2,680 shares; 2025Q3: 3,169 shares; 2025Q4: 2,839 shares 2,839 $1.28M 0.12% -330 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: 2,915 shares; 2024Q4: 2,846 shares; 2025Q1: 2,838 shares; 2025Q2: 2,821 shares; 2025Q3: 3,709 shares; 2025Q4: 3,590 shares 3,590 $1.24M 0.12% -119 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: 6,238 shares; 2024Q4: 6,143 shares; 2025Q1: 6,983 shares; 2025Q2: 12,137 shares; 2025Q3: 11,612 shares; 2025Q4: 11,277 shares 11,277 $1.24M 0.12% -335 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 4,993 shares; 2025Q1: 4,789 shares; 2025Q2: 4,818 shares; 2025Q3: 4,776 shares; 2025Q4: 5,440 shares 5,440 $1.24M 0.12% +664 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: 13,975 shares; 2024Q4: 13,217 shares; 2025Q1: 13,217 shares; 2025Q2: 13,009 shares; 2025Q3: 16,373 shares; 2025Q4: 13,819 shares 13,819 $1.24M 0.12% -2,554 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: 13,016 shares; 2024Q4: 12,870 shares; 2025Q1: 11,480 shares; 2025Q2: 11,520 shares; 2025Q3: 11,080 shares; 2025Q4: 10,239 shares 10,239 $1.23M 0.12% -841 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,864 shares; 2024Q4: 36,956 shares; 2025Q1: 37,047 shares; 2025Q2: 37,144 shares; 2025Q3: 37,243 shares; 2025Q4: 37,248 shares 37,248 $1.22M 0.12% +5 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: 3,092 shares; 2024Q4: 3,180 shares; 2025Q1: 3,505 shares; 2025Q2: 3,524 shares; 2025Q3: 3,719 shares; 2025Q4: 3,713 shares 3,713 $1.2M 0.11% -6 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,687 shares; 2025Q1: 2,611 shares; 2025Q2: 2,508 shares; 2025Q3: 2,480 shares; 2025Q4: 2,455 shares 2,455 $1.2M 0.11% -25 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: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 4,683 shares; 2025Q2: 13,555 shares; 2025Q3: 19,671 shares; 2025Q4: 19,949 shares 19,949 $1.17M 0.11% +278 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares 9,600 $1.16M 0.11% 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: 7,943 shares; 2024Q4: 7,575 shares; 2025Q1: 6,562 shares; 2025Q2: 6,077 shares; 2025Q3: 6,082 shares; 2025Q4: 5,805 shares 5,805 $1.15M 0.11% -277 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: 16,653 shares; 2024Q4: 16,653 shares; 2025Q1: 19,203 shares; 2025Q2: 19,203 shares; 2025Q3: 19,203 shares; 2025Q4: 27,546 shares 27,546 $1.15M 0.11% +8,343 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: 21,642 shares; 2024Q4: 21,569 shares; 2025Q1: 18,761 shares; 2025Q2: 18,710 shares; 2025Q3: 19,014 shares; 2025Q4: 17,261 shares 17,261 $1.14M 0.11% -1,753 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 7,978 shares; 2025Q1: 7,977 shares; 2025Q2: 7,558 shares; 2025Q3: 8,133 shares; 2025Q4: 8,133 shares 8,133 $1.11M 0.11% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,629 shares; 2025Q1: 1,684 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,773 shares 1,773 $1.09M 0.1% +1 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: 16,301 shares; 2024Q4: 50,868 shares; 2025Q1: 44,559 shares; 2025Q2: 44,898 shares; 2025Q3: 42,627 shares; 2025Q4: 39,637 shares 39,637 $1.09M 0.1% -2,990 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: 24,707 shares; 2024Q4: 23,473 shares; 2025Q1: 23,469 shares; 2025Q2: 18,824 shares; 2025Q3: 13,536 shares; 2025Q4: 13,472 shares 13,472 $1.06M 0.1% -64 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,163 shares; 2024Q4: 26,163 shares; 2025Q1: 24,863 shares; 2025Q2: 24,863 shares; 2025Q3: 24,863 shares; 2025Q4: 24,863 shares 24,863 $1.06M 0.1% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,923 shares; 2024Q4: 30,923 shares; 2025Q1: 37,293 shares; 2025Q2: 44,938 shares; 2025Q3: 45,924 shares; 2025Q4: 45,924 shares 45,924 $1.05M 0.1% 0 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: 9,383 shares; 2024Q4: 9,438 shares; 2025Q1: 9,482 shares; 2025Q2: 9,501 shares; 2025Q3: 9,546 shares; 2025Q4: 7,430 shares 7,430 $1.03M 0.1% -2,116 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 3,577 shares; 2025Q2: 3,707 shares; 2025Q3: 5,007 shares; 2025Q4: 5,007 shares 5,007 $1.02M 0.1% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,683 shares; 2025Q1: 3,281 shares; 2025Q2: 3,282 shares; 2025Q3: 3,961 shares; 2025Q4: 3,964 shares 3,964 $1M 0.1% +3 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,975 shares; 2024Q4: 11,975 shares; 2025Q1: 11,975 shares; 2025Q2: 11,975 shares; 2025Q3: 11,975 shares; 2025Q4: 11,975 shares 11,975 $982K 0.09% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,699 shares; 2024Q4: 30,699 shares; 2025Q1: 34,982 shares; 2025Q2: 43,434 shares; 2025Q3: 43,434 shares; 2025Q4: 43,434 shares 43,434 $976K 0.09% 0 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: 7,213 shares; 2024Q4: 7,936 shares; 2025Q1: 7,810 shares; 2025Q2: 7,976 shares; 2025Q3: 8,219 shares; 2025Q4: 8,754 shares 8,754 $975K 0.09% +535 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: 3,486 shares; 2024Q4: 3,488 shares; 2025Q1: 3,491 shares; 2025Q2: 3,551 shares; 2025Q3: 3,535 shares; 2025Q4: 3,541 shares 3,541 $960K 0.09% +6 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,293 shares; 2025Q1: 2,979 shares; 2025Q2: 2,989 shares; 2025Q3: 2,994 shares; 2025Q4: 2,994 shares 2,994 $943K 0.09% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 409 shares; 2025Q3: 408 shares; 2025Q4: 276 shares 276 $936K 0.09% -132 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 11,662 shares; 2025Q1: 11,669 shares; 2025Q2: 11,671 shares; 2025Q3: 11,670 shares; 2025Q4: 11,674 shares 11,674 $930K 0.09% +4 Timeline SHY 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: 9,836 shares; 2024Q4: 10,807 shares; 2025Q1: 10,863 shares; 2025Q2: 10,950 shares; 2025Q3: 11,035 shares; 2025Q4: 11,146 shares 11,146 $923K 0.09% +111 Timeline TOGA MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,120 shares; 2025Q2: 25,419 shares; 2025Q3: 28,481 shares; 2025Q4: 26,262 shares 26,262 $900K 0.09% -2,219 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,472 shares; 2024Q4: 28,472 shares; 2025Q1: 28,472 shares; 2025Q2: 37,064 shares; 2025Q3: 37,110 shares; 2025Q4: 39,842 shares 39,842 $891K 0.08% +2,732 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 4,922 shares; 2025Q1: 4,924 shares; 2025Q2: 4,922 shares; 2025Q3: 4,922 shares; 2025Q4: 4,922 shares 4,922 $876K 0.08% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 5,769 shares; 2025Q1: 5,417 shares; 2025Q2: 5,420 shares; 2025Q3: 5,425 shares; 2025Q4: 5,334 shares 5,334 $870K 0.08% -91 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,561 shares; 2025Q1: 3,563 shares; 2025Q2: 3,564 shares; 2025Q3: 3,476 shares; 2025Q4: 3,484 shares 3,484 $858K 0.08% +8 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,126 shares; 2025Q1: 3,126 shares; 2025Q2: 3,228 shares; 2025Q3: 3,228 shares; 2025Q4: 3,522 shares 3,522 $855K 0.08% +294 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: 18,046 shares; 2024Q4: 18,065 shares; 2025Q1: 17,411 shares; 2025Q2: 17,488 shares; 2025Q3: 17,488 shares; 2025Q4: 17,488 shares 17,488 $845K 0.08% 0 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: 11,344 shares; 2024Q4: 11,344 shares; 2025Q1: 10,517 shares; 2025Q2: 10,517 shares; 2025Q3: 10,517 shares; 2025Q4: 10,079 shares 10,079 $844K 0.08% -438 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,207 shares; 2024Q4: 24,207 shares; 2025Q1: 24,207 shares; 2025Q2: 37,974 shares; 2025Q3: 38,019 shares; 2025Q4: 38,076 shares 38,076 $836K 0.08% +57 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 13,001 shares; 2025Q1: 13,015 shares; 2025Q2: 13,004 shares; 2025Q3: 13,004 shares; 2025Q4: 13,016 shares 13,016 $829K 0.08% +12 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: 9,321 shares; 2025Q1: 9,321 shares; 2025Q2: 9,321 shares; 2025Q3: 9,321 shares; 2025Q4: 8,677 shares 8,677 $828K 0.08% -644 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,772 shares; 2024Q4: 15,462 shares; 2025Q1: 15,249 shares; 2025Q2: 15,036 shares; 2025Q3: 14,854 shares; 2025Q4: 14,628 shares 14,628 $825K 0.08% -226 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: 10,367 shares; 2024Q4: 10,735 shares; 2025Q1: 15,644 shares; 2025Q2: 20,288 shares; 2025Q3: 24,520 shares; 2025Q4: 24,673 shares 24,673 $804K 0.08% +153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,796 shares; 2025Q4: 15,966 shares 15,966 $803K 0.08% +170 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: 10,053 shares; 2024Q4: 10,408 shares; 2025Q1: 10,384 shares; 2025Q2: 10,441 shares; 2025Q3: 10,059 shares; 2025Q4: 11,216 shares 11,216 $784K 0.07% +1,157 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: 2,456 shares; 2024Q4: 1,989 shares; 2025Q1: 1,946 shares; 2025Q2: 1,882 shares; 2025Q3: 4,174 shares; 2025Q4: 4,005 shares 4,005 $781K 0.07% -169 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: 6,330 shares; 2024Q4: 6,337 shares; 2025Q1: 6,352 shares; 2025Q2: 4,493 shares; 2025Q3: 4,962 shares; 2025Q4: 6,336 shares 6,336 $766K 0.07% +1,374 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: 10,625 shares; 2024Q4: 10,687 shares; 2025Q1: 9,910 shares; 2025Q2: 9,931 shares; 2025Q3: 10,683 shares; 2025Q4: 9,892 shares 9,892 $762K 0.07% -791 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: 2,661 shares; 2024Q4: 2,681 shares; 2025Q1: 2,660 shares; 2025Q2: 2,670 shares; 2025Q3: 2,596 shares; 2025Q4: 2,608 shares 2,608 $753K 0.07% +12 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: 17,050 shares; 2024Q4: 17,050 shares; 2025Q1: 20,603 shares; 2025Q2: 20,605 shares; 2025Q3: 23,793 shares; 2025Q4: 22,665 shares 22,665 $745K 0.07% -1,128 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: 1,551 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares 1,551 $734K 0.07% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,927 shares; 2024Q4: 9,697 shares; 2025Q1: 9,717 shares; 2025Q2: 17,988 shares; 2025Q3: 17,963 shares; 2025Q4: 17,967 shares 17,967 $721K 0.07% +4 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: 4,942 shares; 2024Q4: 4,942 shares; 2025Q1: 4,955 shares; 2025Q2: 4,952 shares; 2025Q3: 4,951 shares; 2025Q4: 4,952 shares 4,952 $717K 0.07% +1 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,703 shares; 2025Q2: 12,738 shares; 2025Q3: 14,083 shares; 2025Q4: 9,600 shares 9,600 $712K 0.07% -4,483 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: 5,931 shares; 2024Q4: 6,121 shares; 2025Q1: 5,488 shares; 2025Q2: 5,462 shares; 2025Q3: 5,177 shares; 2025Q4: 4,654 shares 4,654 $709K 0.07% -523 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: 373 shares; 2025Q1: 376 shares; 2025Q2: 379 shares; 2025Q3: 383 shares; 2025Q4: 658 shares 658 $704K 0.07% +275 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: 4,467 shares; 2024Q4: 4,540 shares; 2025Q1: 4,469 shares; 2025Q2: 4,483 shares; 2025Q3: 4,415 shares; 2025Q4: 4,839 shares 4,839 $693K 0.07% +424 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,095 shares; 2024Q4: 29,003 shares; 2025Q1: 28,935 shares; 2025Q2: 28,956 shares; 2025Q3: 28,976 shares; 2025Q4: 29,003 shares 29,003 $687K 0.07% +27 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: 7,515 shares; 2024Q4: 8,276 shares; 2025Q1: 8,276 shares; 2025Q2: 8,276 shares; 2025Q3: 8,276 shares; 2025Q4: 8,294 shares 8,294 $673K 0.06% +18 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: 12,254 shares; 2024Q4: 12,254 shares; 2025Q1: 12,254 shares; 2025Q2: 12,254 shares; 2025Q3: 13,276 shares; 2025Q4: 13,419 shares 13,419 $670K 0.06% +143 Timeline VCLT 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: 8,852 shares; 2024Q4: 8,852 shares; 2025Q1: 8,812 shares; 2025Q2: 8,812 shares; 2025Q3: 8,812 shares; 2025Q4: 8,812 shares 8,812 $668K 0.06% 0 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: 1,696 shares; 2024Q4: 1,916 shares; 2025Q1: 1,934 shares; 2025Q2: 1,939 shares; 2025Q3: 1,968 shares; 2025Q4: 2,180 shares 2,180 $666K 0.06% +212 Timeline FEOE 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: not reported; 2025Q2: 5,040 shares; 2025Q3: 5,700 shares; 2025Q4: 13,710 shares 13,710 $663K 0.06% +8,010 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: 1,786 shares; 2024Q4: 1,770 shares; 2025Q1: 1,780 shares; 2025Q2: 1,786 shares; 2025Q3: 1,921 shares; 2025Q4: 1,917 shares 1,917 $660K 0.06% -4 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: 27,347 shares; 2024Q4: 22,197 shares; 2025Q1: 21,468 shares; 2025Q2: 17,628 shares; 2025Q3: 17,815 shares; 2025Q4: 17,800 shares 17,800 $657K 0.06% -15 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 6,227 shares; 2025Q1: 6,291 shares; 2025Q2: 6,029 shares; 2025Q3: 6,039 shares; 2025Q4: 5,955 shares 5,955 $656K 0.06% -84 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,932 shares; 2025Q1: 2,936 shares; 2025Q2: 3,161 shares; 2025Q3: 3,163 shares; 2025Q4: 3,160 shares 3,160 $649K 0.06% -3 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: 5,328 shares; 2024Q4: 5,164 shares; 2025Q1: 5,182 shares; 2025Q2: 5,208 shares; 2025Q3: 5,433 shares; 2025Q4: 5,169 shares 5,169 $648K 0.06% -264 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,674 shares; 2024Q4: 24,674 shares; 2025Q1: 12,674 shares; 2025Q2: 12,674 shares; 2025Q3: 12,674 shares; 2025Q4: 12,674 shares 12,674 $646K 0.06% 0 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: 3,335 shares; 2024Q4: 3,322 shares; 2025Q1: 3,275 shares; 2025Q2: 3,280 shares; 2025Q3: 3,281 shares; 2025Q4: 3,280 shares 3,280 $640K 0.06% -1 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: 5,156 shares; 2024Q4: 5,156 shares; 2025Q1: 4,456 shares; 2025Q2: 4,456 shares; 2025Q3: 4,456 shares; 2025Q4: 4,456 shares 4,456 $629K 0.06% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,093 shares; 2025Q1: 2,016 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares 2,019 $622K 0.06% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,595 shares; 2024Q4: 28,980 shares; 2025Q1: 16,573 shares; 2025Q2: 9,876 shares; 2025Q3: 8,877 shares; 2025Q4: 8,901 shares 8,901 $619K 0.06% +24 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: 4,093 shares; 2024Q4: 4,157 shares; 2025Q1: 3,753 shares; 2025Q2: 3,852 shares; 2025Q3: 3,675 shares; 2025Q4: 3,676 shares 3,676 $589K 0.06% +1 Timeline GABF GABELLI ETFS TRUST More: the full row for GABELLI ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,950 shares; 2024Q4: 22,127 shares; 2025Q1: 21,414 shares; 2025Q2: 21,414 shares; 2025Q3: 16,427 shares; 2025Q4: 12,700 shares 12,700 $587K 0.06% -3,727 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: 771 shares; 2024Q4: 771 shares; 2025Q1: 762 shares; 2025Q2: 782 shares; 2025Q3: 778 shares; 2025Q4: 3,795 shares 3,795 $581K 0.06% +3,017 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 994 shares 994 $565K 0.05% -9 Timeline GVI 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: 6,743 shares; 2024Q4: 7,227 shares; 2025Q1: 6,028 shares; 2025Q2: 5,567 shares; 2025Q3: 5,574 shares; 2025Q4: 5,237 shares 5,237 $562K 0.05% -337 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 2,241 shares; 2025Q1: 2,247 shares; 2025Q2: 2,200 shares; 2025Q3: 2,206 shares; 2025Q4: 2,216 shares 2,216 $557K 0.05% +10 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,510 shares; 2025Q3: 1,507 shares; 2025Q4: 1,494 shares 1,494 $553K 0.05% -13 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,181 shares; 2024Q4: 26,181 shares; 2025Q1: 26,181 shares; 2025Q2: 26,181 shares; 2025Q3: 26,181 shares; 2025Q4: 26,181 shares 26,181 $537K 0.05% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,404 shares; 2025Q1: 1,400 shares; 2025Q2: 1,517 shares; 2025Q3: 1,474 shares; 2025Q4: 1,517 shares 1,517 $536K 0.05% +43 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,997 shares; 2024Q4: 26,997 shares; 2025Q1: 26,997 shares; 2025Q2: 26,997 shares; 2025Q3: 26,997 shares; 2025Q4: 26,997 shares 26,997 $536K 0.05% 0 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: 5,135 shares; 2024Q4: 4,847 shares; 2025Q1: 4,858 shares; 2025Q2: 5,112 shares; 2025Q3: 5,088 shares; 2025Q4: 4,769 shares 4,769 $535K 0.05% -319 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: 15,618 shares; 2024Q4: 24,295 shares; 2025Q1: 23,831 shares; 2025Q2: 21,924 shares; 2025Q3: 22,056 shares; 2025Q4: 21,440 shares 21,440 $534K 0.05% -616 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: 11,504 shares; 2024Q4: 32,481 shares; 2025Q1: 23,285 shares; 2025Q2: 19,328 shares; 2025Q3: 18,840 shares; 2025Q4: 17,419 shares 17,419 $524K 0.05% -1,421 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: 6,031 shares; 2024Q4: 6,008 shares; 2025Q1: 6,016 shares; 2025Q2: 6,009 shares; 2025Q3: 6,011 shares; 2025Q4: 5,896 shares 5,896 $497K 0.05% -115 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: 16,215 shares; 2024Q4: 14,759 shares; 2025Q1: 14,606 shares; 2025Q2: 14,672 shares; 2025Q3: 12,972 shares; 2025Q4: 12,126 shares 12,126 $494K 0.05% -846 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: 3,429 shares; 2024Q4: 3,431 shares; 2025Q1: 3,433 shares; 2025Q2: 3,497 shares; 2025Q3: 3,499 shares; 2025Q4: 3,501 shares 3,501 $494K 0.05% +2 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,662 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 6,148 shares; 2025Q4: 6,339 shares 6,339 $488K 0.05% +191 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: 1,191 shares; 2024Q4: 1,131 shares; 2025Q1: 1,023 shares; 2025Q2: 1,000 shares; 2025Q3: 1,002 shares; 2025Q4: 1,004 shares 1,004 $486K 0.05% +2 Timeline VGLT 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: 9,267 shares; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,354 shares; 2025Q3: 8,686 shares; 2025Q4: 8,687 shares 8,687 $485K 0.05% +1 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,051 shares; 2024Q4: 8,649 shares; 2025Q1: 8,663 shares; 2025Q2: 9,188 shares; 2025Q3: 10,171 shares; 2025Q4: 10,928 shares 10,928 $477K 0.05% +757 Timeline XBI 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: 3,834 shares; 2024Q4: 3,834 shares; 2025Q1: 3,587 shares; 2025Q2: 3,727 shares; 2025Q3: 3,789 shares; 2025Q4: 3,886 shares 3,886 $474K 0.05% +97 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: not reported; 2024Q4: 5,747 shares; 2025Q1: 11,802 shares; 2025Q2: 5,985 shares; 2025Q3: 6,882 shares; 2025Q4: 5,028 shares 5,028 $457K 0.04% -1,854 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL 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: 6,050 shares 6,050 $451K 0.04% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 8,647 shares; 2025Q2: 8,665 shares; 2025Q3: 8,681 shares; 2025Q4: 8,696 shares 8,696 $451K 0.04% +15 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: 4,622 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares; 2025Q4: 4,622 shares 4,622 $440K 0.04% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,644 shares; 2025Q1: 3,644 shares; 2025Q2: 3,482 shares; 2025Q3: 3,444 shares; 2025Q4: 3,284 shares 3,284 $438K 0.04% -160 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,266 shares; 2025Q1: 5,881 shares; 2025Q2: 5,803 shares; 2025Q3: 5,490 shares; 2025Q4: 5,567 shares 5,567 $432K 0.04% +77 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,572 shares; 2025Q1: 6,476 shares; 2025Q2: 6,476 shares; 2025Q3: 6,476 shares; 2025Q4: 11,011 shares 11,011 $426K 0.04% +4,535 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,510 shares; 2024Q4: 8,985 shares; 2025Q1: 7,609 shares; 2025Q2: 7,547 shares; 2025Q3: 7,547 shares; 2025Q4: 6,308 shares 6,308 $424K 0.04% -1,239 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: 715 shares; 2024Q4: 717 shares; 2025Q1: 719 shares; 2025Q2: 721 shares; 2025Q3: 724 shares; 2025Q4: 737 shares 737 $420K 0.04% +13 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: 3,303 shares; 2024Q4: 3,287 shares; 2025Q1: 3,290 shares; 2025Q2: 3,135 shares; 2025Q3: 3,136 shares; 2025Q4: 3,148 shares 3,148 $418K 0.04% +12 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: 2,747 shares; 2024Q4: 2,433 shares; 2025Q1: 2,438 shares; 2025Q2: 2,378 shares; 2025Q3: 2,382 shares; 2025Q4: 2,337 shares 2,337 $415K 0.04% -45 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,935 shares; 2025Q1: 3,940 shares; 2025Q2: 3,935 shares; 2025Q3: 3,940 shares; 2025Q4: 3,941 shares 3,941 $414K 0.04% +1 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,594 shares; 2025Q1: 1,776 shares; 2025Q2: 1,814 shares; 2025Q3: 1,811 shares; 2025Q4: 1,812 shares 1,812 $404K 0.04% +1 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: 11,536 shares; 2024Q4: 11,146 shares; 2025Q1: 8,522 shares; 2025Q2: 4,772 shares; 2025Q3: 5,455 shares; 2025Q4: 4,564 shares 4,564 $400K 0.04% -891 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,673 shares; 2025Q2: 6,171 shares; 2025Q3: 6,171 shares; 2025Q4: 6,196 shares 6,196 $399K 0.04% +25 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: 569 shares; 2025Q3: 566 shares; 2025Q4: 593 shares 593 $388K 0.04% +27 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares; 2025Q4: 2,631 shares 2,631 $387K 0.04% -50 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,041 shares; 2024Q4: 31,470 shares; 2025Q1: 29,401 shares; 2025Q2: 17,990 shares; 2025Q3: 17,412 shares; 2025Q4: 15,871 shares 15,871 $387K 0.04% -1,541 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 433 shares; 2025Q1: 437 shares; 2025Q2: 613 shares; 2025Q3: 612 shares; 2025Q4: 612 shares 612 $381K 0.04% 0 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: 3,403 shares; 2024Q4: 3,406 shares; 2025Q1: 3,105 shares; 2025Q2: 2,389 shares; 2025Q3: 2,392 shares; 2025Q4: 2,394 shares 2,394 $378K 0.04% +2 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: 3,269 shares; 2024Q4: 3,272 shares; 2025Q1: 2,713 shares; 2025Q2: 2,655 shares; 2025Q3: 2,658 shares; 2025Q4: 2,661 shares 2,661 $376K 0.04% +3 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,724 shares; 2025Q4: 2,560 shares 2,560 $353K 0.03% -164 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: 2,882 shares; 2024Q4: 2,730 shares; 2025Q1: 2,425 shares; 2025Q2: 2,389 shares; 2025Q3: 2,425 shares; 2025Q4: 2,430 shares 2,430 $349K 0.03% +5 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: 9,951 shares; 2024Q4: 5,713 shares; 2025Q1: 5,173 shares; 2025Q2: 4,276 shares; 2025Q3: 4,288 shares; 2025Q4: 4,329 shares 4,329 $344K 0.03% +41 Timeline CUSD TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,554 shares; 2024Q4: 18,532 shares; 2025Q1: 18,862 shares; 2025Q2: 18,862 shares; 2025Q3: 18,162 shares; 2025Q4: 18,069 shares 18,069 $343K 0.03% -93 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: 601 shares; 2024Q4: 606 shares; 2025Q1: 704 shares; 2025Q2: 1,121 shares; 2025Q3: 1,142 shares; 2025Q4: 1,007 shares 1,007 $332K 0.03% -135 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: 3,081 shares; 2024Q4: 3,211 shares; 2025Q1: 3,214 shares; 2025Q2: 3,084 shares; 2025Q3: 2,872 shares; 2025Q4: 2,877 shares 2,877 $327K 0.03% +5 Timeline PPA 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: 2,306 shares; 2024Q4: 2,098 shares; 2025Q1: 2,078 shares; 2025Q2: 2,080 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares 2,083 $326K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares 768 $324K 0.03% 0 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: 369 shares; 2024Q4: 373 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 323 shares; 2025Q4: 3,410 shares 3,410 $320K 0.03% +3,087 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 622 shares; 2025Q4: 604 shares 604 $316K 0.03% -18 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: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares 2,960 $303K 0.03% 0 Timeline VNQI 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: 8,550 shares; 2024Q4: 7,424 shares; 2025Q1: 7,424 shares; 2025Q2: 7,424 shares; 2025Q3: 7,236 shares; 2025Q4: 6,621 shares 6,621 $303K 0.03% -615 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,465 shares; 2025Q1: 1,468 shares; 2025Q2: 1,470 shares; 2025Q3: 1,478 shares; 2025Q4: 1,479 shares 1,479 $302K 0.03% +1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 5,263 shares; 2025Q1: 5,121 shares; 2025Q2: 5,112 shares; 2025Q3: 5,127 shares; 2025Q4: 5,142 shares 5,142 $301K 0.03% +15 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 898 shares; 2025Q1: 901 shares; 2025Q2: 905 shares; 2025Q3: 888 shares; 2025Q4: 893 shares 893 $301K 0.03% +5 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,417 shares; 2025Q1: 2,422 shares; 2025Q2: 2,431 shares; 2025Q3: 2,430 shares; 2025Q4: 1,853 shares 1,853 $300K 0.03% -577 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: not reported; 2024Q4: not reported; 2025Q1: 707 shares; 2025Q2: 710 shares; 2025Q3: 730 shares; 2025Q4: 957 shares 957 $299K 0.03% +227 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: not reported; 2024Q4: 11,359 shares; 2025Q1: 11,388 shares; 2025Q2: 9,419 shares; 2025Q3: 9,906 shares; 2025Q4: 8,951 shares 8,951 $296K 0.03% -955 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,931 shares; 2025Q1: 4,338 shares; 2025Q2: 3,938 shares; 2025Q3: 3,949 shares; 2025Q4: 3,946 shares 3,946 $291K 0.03% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares; 2025Q4: 3,016 shares 3,016 $290K 0.03% +1 Timeline POCT 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: 6,567 shares; 2024Q4: 6,562 shares; 2025Q1: 6,545 shares; 2025Q2: 6,545 shares; 2025Q3: 6,508 shares; 2025Q4: 6,508 shares 6,508 $286K 0.03% 0 Timeline PJAN 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: 5,931 shares; 2024Q4: 5,931 shares; 2025Q1: 5,931 shares; 2025Q2: 5,931 shares; 2025Q3: 5,931 shares; 2025Q4: 5,931 shares 5,931 $279K 0.03% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares 2,040 $278K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares; 2025Q4: 1,529 shares 1,529 $277K 0.03% +33 Timeline FDVV 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: 4,440 shares; 2024Q4: 4,093 shares; 2025Q1: 4,843 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 4,843 shares 4,843 $275K 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 306 shares; 2025Q4: 308 shares 308 $271K 0.03% +2 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 800 shares; 2025Q4: 800 shares 800 $270K 0.03% 0 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,586 shares; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares; 2025Q4: 4,586 shares 4,586 $265K 0.03% 0 Timeline IJAN 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: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 6,892 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares 7,300 $264K 0.03% 0 Timeline JHPI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,539 shares 11,539 $264K 0.03% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,432 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares 1,428 $260K 0.02% 0 Timeline IBTM 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: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares 11,200 $258K 0.02% 0 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: 6,356 shares; 2024Q4: 6,551 shares; 2025Q1: 6,355 shares; 2025Q2: 955 shares; 2025Q3: 958 shares; 2025Q4: 888 shares 888 $258K 0.02% -70 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares 2,950 $257K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,680 shares; 2025Q4: 3,690 shares 3,690 $257K 0.02% +10 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: 3,308 shares; 2024Q4: 1,213 shares; 2025Q1: 1,207 shares; 2025Q2: 986 shares; 2025Q3: 987 shares; 2025Q4: 982 shares 982 $254K 0.02% -5 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 952 shares; 2025Q1: 872 shares; 2025Q2: 838 shares; 2025Q3: 801 shares; 2025Q4: 805 shares 805 $250K 0.02% +4 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: 1,114 shares; 2024Q4: 1,115 shares; 2025Q1: 1,118 shares; 2025Q2: 1,121 shares; 2025Q3: 1,124 shares; 2025Q4: 1,131 shares 1,131 $249K 0.02% +7 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,963 shares 8,963 $248K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 760 shares 760 $246K 0.02% -12 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 4,708 shares; 2025Q1: 4,659 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 3,478 shares 3,478 $239K 0.02% -564 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: 5,304 shares; 2024Q4: 4,529 shares; 2025Q1: 4,529 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares; 2025Q4: 4,529 shares 4,529 $237K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 812 shares 812 $232K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,155 shares; 2025Q4: 4,210 shares 4,210 $232K 0.02% +55 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY 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: 4,627 shares; 2025Q3: 4,636 shares; 2025Q4: 4,577 shares 4,577 $229K 0.02% -59 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS 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: 1,583 shares 1,583 $227K 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,053 shares; 2025Q1: 1,055 shares; 2025Q2: 1,060 shares; 2025Q3: 1,055 shares; 2025Q4: 1,066 shares 1,066 $226K 0.02% +11 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: 2,514 shares; 2024Q4: 2,421 shares; 2025Q1: 2,475 shares; 2025Q2: 1,887 shares; 2025Q3: 1,994 shares; 2025Q4: 1,966 shares 1,966 $224K 0.02% -28 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: 2,355 shares; 2024Q4: 2,372 shares; 2025Q1: not reported; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,316 shares 2,316 $223K 0.02% 0 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: 10,758 shares; 2024Q4: 19,966 shares; 2025Q1: 12,686 shares; 2025Q2: 9,714 shares; 2025Q3: 9,047 shares; 2025Q4: 7,778 shares 7,778 $222K 0.02% -1,269 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: 3,171 shares; 2024Q4: 3,171 shares; 2025Q1: 3,171 shares; 2025Q2: 3,171 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares 3,171 $220K 0.02% 0 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: 15,331 shares; 2024Q4: 10,959 shares; 2025Q1: 9,569 shares; 2025Q2: 9,771 shares; 2025Q3: 9,223 shares; 2025Q4: 8,872 shares 8,872 $220K 0.02% -351 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: not reported; 2024Q4: not reported; 2025Q1: 6,467 shares; 2025Q2: 6,544 shares; 2025Q3: 7,605 shares; 2025Q4: 5,164 shares 5,164 $220K 0.02% -2,441 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,783 shares; 2025Q1: 2,881 shares; 2025Q2: 2,887 shares; 2025Q3: 2,861 shares; 2025Q4: 2,707 shares 2,707 $215K 0.02% -154 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 3,863 shares; 2025Q1: 3,545 shares; 2025Q2: 1,022 shares; 2025Q3: 949 shares; 2025Q4: 949 shares 949 $215K 0.02% 0 Timeline URTH 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: 1,498 shares; 2025Q2: not reported; 2025Q3: 1,145 shares; 2025Q4: 1,148 shares 1,148 $213K 0.02% +3 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: 18,981 shares; 2024Q4: 18,841 shares; 2025Q1: 16,791 shares; 2025Q2: 10,704 shares; 2025Q3: 6,681 shares; 2025Q4: 3,723 shares 3,723 $213K 0.02% -2,958 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: not reported; 2025Q2: not reported; 2025Q3: 3,576 shares; 2025Q4: 3,662 shares 3,662 $213K 0.02% +86 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: not reported; 2024Q4: 1,926 shares; 2025Q1: 1,747 shares; 2025Q2: 1,755 shares; 2025Q3: 1,732 shares; 2025Q4: 1,776 shares 1,776 $208K 0.02% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 1,009 shares; 2025Q4: 954 shares 954 $207K 0.02% -55 Timeline XMHQ 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: 2,559 shares; 2024Q4: 4,698 shares; 2025Q1: not reported; 2025Q2: 2,063 shares; 2025Q3: 1,989 shares; 2025Q4: 1,993 shares 1,993 $204K 0.02% +4 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: not reported; 2024Q4: 3,713 shares; 2025Q1: 3,763 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,764 shares 3,764 $203K 0.02% new 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: not reported; 2024Q4: 6,523 shares; 2025Q1: 6,566 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,317 shares 6,317 $203K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 1,831 shares 1,831 $202K 0.02% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,448 shares 2,448 $202K 0.02% new Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,980 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares 3,980 $202K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,835 shares 3,835 $201K 0.02% new Timeline CGEM CULLINAN THERAPEUTICS INC More: the full row for CULLINAN THERAPEUTICS 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: 13,904 shares; 2025Q4: 13,904 shares 13,904 $144K 0.01% 0 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: 12,806 shares; 2024Q4: 12,806 shares; 2025Q1: 12,806 shares; 2025Q2: 12,806 shares; 2025Q3: 12,806 shares; 2025Q4: 12,806 shares 12,806 $80.7K 0.01% 0 Timeline SCWO 374WATER INC More: the full row for 374WATER 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: 10,164 shares 10,164 $20.7K <0.01% new Timeline