SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623,819 shares; 2024Q4: 5,471,058 shares; 2025Q1: 7,561,706 shares; 2025Q2: 11,576,097 shares; 2025Q3: 12,987,719 shares; 2025Q4: 13,933,649 shares 13,933,649 $335M 4.8% +945,930 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: not reported; 2024Q4: 5,241 shares; 2025Q1: 5,159 shares; 2025Q2: 6,018 shares; 2025Q3: 2,796,205 shares; 2025Q4: 3,199,150 shares 3,199,150 $257M 3.68% +402,945 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: 2,768,791 shares; 2024Q4: 2,882,033 shares; 2025Q1: 2,995,835 shares; 2025Q2: 2,991,381 shares; 2025Q3: 3,384,749 shares; 2025Q4: 3,032,282 shares 3,032,282 $225M 3.22% -352,467 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: 509,991 shares; 2024Q4: 698,798 shares; 2025Q1: 700,210 shares; 2025Q2: 751,238 shares; 2025Q3: 748,550 shares; 2025Q4: 751,550 shares 751,550 $204M 2.93% +3,000 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: 306,024 shares; 2024Q4: 368,878 shares; 2025Q1: 369,773 shares; 2025Q2: 417,304 shares; 2025Q3: 415,381 shares; 2025Q4: 420,935 shares 420,935 $204M 2.92% +5,554 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478,730 shares; 2024Q4: 1,570,328 shares; 2025Q1: 1,676,916 shares; 2025Q2: 1,845,989 shares; 2025Q3: 1,782,186 shares; 2025Q4: 1,796,051 shares 1,796,051 $171M 2.45% +13,865 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: 397,462 shares; 2024Q4: 386,048 shares; 2025Q1: 387,977 shares; 2025Q2: 400,636 shares; 2025Q3: 263,399 shares; 2025Q4: 251,378 shares 251,378 $154M 2.21% -12,021 Timeline BIL 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: 530,958 shares; 2024Q4: 697,987 shares; 2025Q1: 853,297 shares; 2025Q2: 683,378 shares; 2025Q3: 798,638 shares; 2025Q4: 1,570,243 shares 1,570,243 $143M 2.06% +771,605 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594,229 shares; 2024Q4: 1,550,892 shares; 2025Q1: 1,664,133 shares; 2025Q2: 1,865,976 shares; 2025Q3: 1,880,415 shares; 2025Q4: 1,899,067 shares 1,899,067 $136M 1.94% +18,652 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026,138 shares; 2024Q4: 2,939,857 shares; 2025Q1: 3,068,519 shares; 2025Q2: 2,765,762 shares; 2025Q3: 2,516,252 shares; 2025Q4: 1,280,494 shares 1,280,494 $128M 1.84% -1,235,758 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: 1,403,810 shares; 2024Q4: 1,476,093 shares; 2025Q1: 1,548,778 shares; 2025Q2: 1,670,525 shares; 2025Q3: 1,833,056 shares; 2025Q4: 1,935,670 shares 1,935,670 $102M 1.47% +102,614 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: 394,163 shares; 2024Q4: 503,974 shares; 2025Q1: 475,284 shares; 2025Q2: 555,546 shares; 2025Q3: 482,088 shares; 2025Q4: 547,953 shares 547,953 $102M 1.47% +65,865 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,747 shares; 2024Q4: 272,145 shares; 2025Q1: 281,118 shares; 2025Q2: 292,178 shares; 2025Q3: 301,100 shares; 2025Q4: 297,275 shares 297,275 $99.7M 1.43% -3,825 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: 213,958 shares; 2024Q4: 304,569 shares; 2025Q1: 305,819 shares; 2025Q2: 354,191 shares; 2025Q3: 408,001 shares; 2025Q4: 429,028 shares 429,028 $99M 1.42% +21,027 Timeline QLTA 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: 1,607,666 shares; 2024Q4: 1,621,534 shares; 2025Q1: 1,675,092 shares; 2025Q2: 1,781,753 shares; 2025Q3: 2,003,669 shares; 2025Q4: 2,031,746 shares 2,031,746 $97.7M 1.4% +28,077 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: not reported; 2025Q3: 353,156 shares; 2025Q4: 384,096 shares 384,096 $97.1M 1.39% +30,940 Timeline SGOV 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: 169,215 shares; 2024Q4: 462,544 shares; 2025Q1: 808,032 shares; 2025Q2: 833,755 shares; 2025Q3: 784,560 shares; 2025Q4: 937,237 shares 937,237 $94.1M 1.35% +152,677 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: 197,342 shares; 2024Q4: 292,304 shares; 2025Q1: 281,851 shares; 2025Q2: 283,427 shares; 2025Q3: 284,827 shares; 2025Q4: 299,173 shares 299,173 $93.9M 1.35% +14,346 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: 100,281 shares; 2024Q4: 128,563 shares; 2025Q1: 137,644 shares; 2025Q2: 132,765 shares; 2025Q3: 147,136 shares; 2025Q4: 149,365 shares 149,365 $93.7M 1.34% +2,229 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670,965 shares; 2024Q4: 2,613,335 shares; 2025Q1: 2,600,115 shares; 2025Q2: 2,732,847 shares; 2025Q3: 2,178,919 shares; 2025Q4: 2,186,558 shares 2,186,558 $86.1M 1.23% +7,639 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606,151 shares; 2025Q4: 1,629,961 shares 1,629,961 $83M 1.19% +23,810 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: 1,244,952 shares; 2024Q4: 1,223,880 shares; 2025Q1: 1,250,062 shares; 2025Q2: 1,148,014 shares; 2025Q3: 432,034 shares; 2025Q4: 409,551 shares 409,551 $81.3M 1.17% -22,483 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: 89,638 shares; 2024Q4: 98,066 shares; 2025Q1: 104,586 shares; 2025Q2: 102,454 shares; 2025Q3: 112,500 shares; 2025Q4: 109,553 shares 109,553 $75M 1.08% -2,947 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470,951 shares; 2024Q4: 1,406,801 shares; 2025Q1: 1,480,996 shares; 2025Q2: 1,551,780 shares; 2025Q3: 1,075,339 shares; 2025Q4: 1,030,497 shares 1,030,497 $74.9M 1.07% -44,842 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,902 shares; 2024Q4: 16,411 shares; 2025Q1: 16,112 shares; 2025Q2: 19,472 shares; 2025Q3: 708,945 shares; 2025Q4: 674,231 shares 674,231 $71.9M 1.03% -34,714 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,214 shares; 2024Q4: 697,434 shares; 2025Q1: 723,475 shares; 2025Q2: 771,617 shares; 2025Q3: 356,907 shares; 2025Q4: 330,081 shares 330,081 $70M 1% -26,826 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,874 shares; 2024Q4: 629,831 shares; 2025Q1: 649,521 shares; 2025Q2: 711,979 shares; 2025Q3: 1,070,100 shares; 2025Q4: 1,163,045 shares 1,163,045 $59.5M 0.85% +92,945 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 553,253 shares; 2025Q4: 567,221 shares 567,221 $56.9M 0.82% +13,968 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: 485,119 shares; 2024Q4: 581,078 shares; 2025Q1: 539,611 shares; 2025Q2: 727,675 shares; 2025Q3: 644,914 shares; 2025Q4: 634,709 shares 634,709 $56.8M 0.81% -10,205 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: 577,883 shares; 2024Q4: 533,801 shares; 2025Q1: 365,095 shares; 2025Q2: 351,199 shares; 2025Q3: 348,329 shares; 2025Q4: 350,260 shares 350,260 $54.9M 0.79% +1,931 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: 423,273 shares; 2024Q4: 459,571 shares; 2025Q1: 485,486 shares; 2025Q2: 552,861 shares; 2025Q3: 585,428 shares; 2025Q4: 678,547 shares 678,547 $53.5M 0.77% +93,119 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: not reported; 2024Q4: not reported; 2025Q1: 4,618 shares; 2025Q2: 25,873 shares; 2025Q3: 817,502 shares; 2025Q4: 982,888 shares 982,888 $52.8M 0.76% +165,386 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: 25,283 shares; 2024Q4: 27,680 shares; 2025Q1: 28,377 shares; 2025Q2: 58,567 shares; 2025Q3: 68,683 shares; 2025Q4: 76,768 shares 76,768 $52.3M 0.75% +8,085 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: 1,088,592 shares; 2024Q4: 870,795 shares; 2025Q1: 814,737 shares; 2025Q2: 897,817 shares; 2025Q3: 852,641 shares; 2025Q4: 820,987 shares 820,987 $51.3M 0.74% -31,654 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: 348,289 shares; 2024Q4: 352,541 shares; 2025Q1: 372,309 shares; 2025Q2: 593,428 shares; 2025Q3: 531,999 shares; 2025Q4: 593,454 shares 593,454 $50.2M 0.72% +61,455 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459,719 shares; 2025Q4: 1,694,732 shares 1,694,732 $47.7M 0.68% +235,013 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: 968,598 shares; 2024Q4: 931,823 shares; 2025Q1: 927,696 shares; 2025Q2: 1,021,889 shares; 2025Q3: 506,822 shares; 2025Q4: 487,790 shares 487,790 $47M 0.67% -19,032 Timeline JPLD 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: 548,073 shares; 2024Q4: 580,867 shares; 2025Q1: 600,504 shares; 2025Q2: 698,739 shares; 2025Q3: 741,365 shares; 2025Q4: 891,312 shares 891,312 $46.7M 0.67% +149,947 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: 65,232 shares; 2024Q4: 65,045 shares; 2025Q1: 64,256 shares; 2025Q2: 258,750 shares; 2025Q3: 295,723 shares; 2025Q4: 313,048 shares 313,048 $46.6M 0.67% +17,325 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: 107,968 shares; 2024Q4: 104,513 shares; 2025Q1: 102,630 shares; 2025Q2: 113,102 shares; 2025Q3: 135,371 shares; 2025Q4: 148,667 shares 148,667 $46.5M 0.67% +13,296 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: 279,793 shares; 2024Q4: 308,583 shares; 2025Q1: 313,962 shares; 2025Q2: 358,901 shares; 2025Q3: 485,689 shares; 2025Q4: 448,293 shares 448,293 $44.8M 0.64% -37,396 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: 66,517 shares; 2024Q4: 104,595 shares; 2025Q1: 105,219 shares; 2025Q2: 121,436 shares; 2025Q3: 126,034 shares; 2025Q4: 134,705 shares 134,705 $43.4M 0.62% +8,671 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,031,475 shares; 2025Q3: 1,175,521 shares; 2025Q4: 1,217,756 shares 1,217,756 $40.1M 0.58% +42,235 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,802 shares; 2024Q4: 186,433 shares; 2025Q1: 275,804 shares; 2025Q2: 325,596 shares; 2025Q3: 400,957 shares; 2025Q4: 375,605 shares 375,605 $39.7M 0.57% -25,352 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: 41,159 shares; 2024Q4: 48,528 shares; 2025Q1: 52,424 shares; 2025Q2: 60,340 shares; 2025Q3: 61,295 shares; 2025Q4: 59,555 shares 59,555 $39.3M 0.56% -1,740 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582,036 shares 582,036 $38.1M 0.55% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,560 shares; 2024Q4: 263,806 shares; 2025Q1: 260,498 shares; 2025Q2: 317,006 shares; 2025Q3: 394,501 shares; 2025Q4: 389,626 shares 389,626 $37.4M 0.54% -4,875 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533,768 shares; 2025Q4: 631,056 shares 631,056 $36.5M 0.52% +97,288 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: 525,982 shares; 2024Q4: 598,708 shares; 2025Q1: 648,769 shares; 2025Q2: 750,230 shares; 2025Q3: 753,685 shares; 2025Q4: 780,869 shares 780,869 $36.3M 0.52% +27,184 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: 23,691 shares; 2024Q4: 73,542 shares; 2025Q1: 73,957 shares; 2025Q2: 78,172 shares; 2025Q3: 79,588 shares; 2025Q4: 70,659 shares 70,659 $35.5M 0.51% -8,929 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,398,038 shares 1,398,038 $35.5M 0.51% new 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: 23,104 shares; 2024Q4: 23,040 shares; 2025Q1: 25,925 shares; 2025Q2: 197,607 shares; 2025Q3: 206,318 shares; 2025Q4: 224,662 shares 224,662 $33.4M 0.48% +18,344 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,665 shares; 2024Q4: 39,940 shares; 2025Q1: 9,872 shares; 2025Q2: 5,189 shares; 2025Q3: 7,014 shares; 2025Q4: 600,206 shares 600,206 $32.9M 0.47% +593,192 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: 54,258 shares; 2024Q4: 77,894 shares; 2025Q1: 74,905 shares; 2025Q2: 84,014 shares; 2025Q3: 92,310 shares; 2025Q4: 94,903 shares 94,903 $32.8M 0.47% +2,593 Timeline JTEK 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: 265,413 shares; 2025Q1: 245,779 shares; 2025Q2: 348,356 shares; 2025Q3: 351,577 shares; 2025Q4: 361,341 shares 361,341 $32.5M 0.47% +9,764 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,642 shares; 2024Q4: 755,238 shares; 2025Q1: 827,357 shares; 2025Q2: 875,242 shares; 2025Q3: 1,265,249 shares; 2025Q4: 1,394,378 shares 1,394,378 $32.3M 0.46% +129,129 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963,963 shares; 2024Q4: 913,241 shares; 2025Q1: 945,945 shares; 2025Q2: 1,007,601 shares; 2025Q3: 730,373 shares; 2025Q4: 686,162 shares 686,162 $31.8M 0.46% -44,211 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,543 shares; 2024Q4: 434,598 shares; 2025Q1: 452,995 shares; 2025Q2: 464,730 shares; 2025Q3: 579,485 shares; 2025Q4: 597,894 shares 597,894 $31.6M 0.45% +18,409 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 9,092 shares; 2025Q1: 4,556 shares; 2025Q2: 4,731 shares; 2025Q3: 294,301 shares; 2025Q4: 301,332 shares 301,332 $30.9M 0.44% +7,031 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: 242,102 shares; 2024Q4: 228,667 shares; 2025Q1: 222,904 shares; 2025Q2: 183,507 shares; 2025Q3: 123,925 shares; 2025Q4: 119,442 shares 119,442 $30.8M 0.44% -4,483 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270,757 shares; 2024Q4: 2,424,844 shares; 2025Q1: 2,520,756 shares; 2025Q2: 2,569,651 shares; 2025Q3: 1,372,251 shares; 2025Q4: 1,195,177 shares 1,195,177 $28.9M 0.41% -177,074 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,883 shares; 2024Q4: 19,907 shares; 2025Q1: 19,292 shares; 2025Q2: 267,994 shares; 2025Q3: 283,115 shares; 2025Q4: 296,183 shares 296,183 $28.2M 0.4% +13,068 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: 43,617 shares; 2024Q4: 198,387 shares; 2025Q1: 201,507 shares; 2025Q2: 214,318 shares; 2025Q3: 221,658 shares; 2025Q4: 234,335 shares 234,335 $26.1M 0.37% +12,677 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: 64,000 shares; 2024Q4: 119,200 shares; 2025Q1: 116,803 shares; 2025Q2: 127,806 shares; 2025Q3: 119,329 shares; 2025Q4: 118,289 shares 118,289 $24.5M 0.35% -1,040 Timeline EAGG 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: 189,248 shares; 2025Q3: 428,785 shares; 2025Q4: 475,243 shares 475,243 $22.7M 0.33% +46,458 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: 7,019 shares; 2024Q4: 13,313 shares; 2025Q1: 13,276 shares; 2025Q2: 18,319 shares; 2025Q3: 19,766 shares; 2025Q4: 21,055 shares 21,055 $22.6M 0.32% +1,289 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 12,979 shares; 2025Q1: 13,077 shares; 2025Q2: 19,782 shares; 2025Q3: 20,186 shares; 2025Q4: 25,305 shares 25,305 $21.8M 0.31% +5,119 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: 300,223 shares; 2024Q4: 280,792 shares; 2025Q1: 261,472 shares; 2025Q2: 258,936 shares; 2025Q3: 251,640 shares; 2025Q4: 250,874 shares 250,874 $21.4M 0.31% -766 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,025 shares; 2024Q4: 545,737 shares; 2025Q1: 559,172 shares; 2025Q2: 569,684 shares; 2025Q3: 190,196 shares; 2025Q4: 197,312 shares 197,312 $21.1M 0.3% +7,116 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: 24,954 shares; 2024Q4: 36,819 shares; 2025Q1: 41,768 shares; 2025Q2: 46,779 shares; 2025Q3: 46,528 shares; 2025Q4: 46,211 shares 46,211 $20.8M 0.3% -317 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,865 shares; 2024Q4: 30,065 shares; 2025Q1: 29,831 shares; 2025Q2: 41,988 shares; 2025Q3: 36,687 shares; 2025Q4: 34,390 shares 34,390 $20.7M 0.3% -2,297 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: 66,333 shares; 2024Q4: 119,940 shares; 2025Q1: 120,205 shares; 2025Q2: 140,965 shares; 2025Q3: 141,439 shares; 2025Q4: 143,314 shares 143,314 $20.5M 0.29% +1,875 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,551 shares; 2024Q4: 35,551 shares; 2025Q1: 35,552 shares; 2025Q2: 35,424 shares; 2025Q3: 46,714 shares; 2025Q4: 45,722 shares 45,722 $20.3M 0.29% -992 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: 25,839 shares; 2024Q4: 38,173 shares; 2025Q1: 40,387 shares; 2025Q2: 54,115 shares; 2025Q3: 57,658 shares; 2025Q4: 57,625 shares 57,625 $20.2M 0.29% -33 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: 12,877 shares; 2024Q4: 15,422 shares; 2025Q1: 27,413 shares; 2025Q2: 45,525 shares; 2025Q3: 43,991 shares; 2025Q4: 41,734 shares 41,734 $19.8M 0.28% -2,257 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 14,932 shares; 2025Q1: 19,460 shares; 2025Q2: 21,524 shares; 2025Q3: 21,594 shares; 2025Q4: 22,460 shares 22,460 $19.7M 0.28% +866 Timeline GEME 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 466,942 shares; 2025Q4: 604,208 shares 604,208 $19.4M 0.28% +137,266 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,217 shares; 2024Q4: 79,339 shares; 2025Q1: 76,512 shares; 2025Q2: 66,723 shares; 2025Q3: 67,018 shares; 2025Q4: 133,209 shares 133,209 $19.2M 0.28% +66,191 Timeline CATF 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: 369,266 shares; 2025Q4: 376,469 shares 376,469 $18.8M 0.27% +7,203 Timeline PAPR 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: 613,224 shares; 2024Q4: 563,347 shares; 2025Q1: 560,859 shares; 2025Q2: 548,755 shares; 2025Q3: 529,232 shares; 2025Q4: 473,524 shares 473,524 $18.5M 0.27% -55,708 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: 21,740 shares; 2024Q4: 41,181 shares; 2025Q1: 41,656 shares; 2025Q2: 50,562 shares; 2025Q3: 50,175 shares; 2025Q4: 53,138 shares 53,138 $18.3M 0.26% +2,963 Timeline IAPR 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: 717,037 shares; 2024Q4: 665,895 shares; 2025Q1: 662,547 shares; 2025Q2: 651,568 shares; 2025Q3: 637,454 shares; 2025Q4: 580,197 shares 580,197 $17.9M 0.26% -57,257 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321,899 shares; 2025Q4: 381,412 shares 381,412 $17.9M 0.26% +59,513 Timeline DFSB 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: 329,164 shares; 2025Q4: 327,647 shares 327,647 $17M 0.24% -1,517 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,174 shares; 2024Q4: 35,028 shares; 2025Q1: 28,964 shares; 2025Q2: 352,070 shares; 2025Q3: 179,393 shares; 2025Q4: 156,091 shares 156,091 $16.7M 0.24% -23,302 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: 75,087 shares; 2024Q4: 69,034 shares; 2025Q1: 67,432 shares; 2025Q2: 62,373 shares; 2025Q3: 75,115 shares; 2025Q4: 75,029 shares 75,029 $16.5M 0.24% -86 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115,781 shares; 2025Q4: 1,115,781 shares 1,115,781 $16.3M 0.23% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,996 shares; 2024Q4: 139,849 shares; 2025Q1: 169,508 shares; 2025Q2: 213,630 shares; 2025Q3: 299,046 shares; 2025Q4: 309,688 shares 309,688 $15.7M 0.22% +10,642 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: 122,611 shares; 2024Q4: 99,295 shares; 2025Q1: 97,256 shares; 2025Q2: 102,885 shares; 2025Q3: 82,433 shares; 2025Q4: 81,446 shares 81,446 $15.6M 0.22% -987 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,250 shares; 2024Q4: 339,790 shares; 2025Q1: 362,423 shares; 2025Q2: 428,112 shares; 2025Q3: 453,239 shares; 2025Q4: 520,153 shares 520,153 $15.2M 0.22% +66,914 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: 19,798 shares; 2024Q4: 235,310 shares; 2025Q1: 234,976 shares; 2025Q2: 293,810 shares; 2025Q3: 268,712 shares; 2025Q4: 274,846 shares 274,846 $15.1M 0.22% +6,134 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: 226,462 shares; 2024Q4: 261,444 shares; 2025Q1: 319,774 shares; 2025Q2: 358,277 shares; 2025Q3: 382,340 shares; 2025Q4: 391,530 shares 391,530 $15M 0.21% +9,190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,121 shares; 2025Q3: 130,471 shares; 2025Q4: 138,867 shares 138,867 $14.9M 0.21% +8,396 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: 15,853 shares; 2024Q4: 13,618 shares; 2025Q1: 13,618 shares; 2025Q2: 121,002 shares; 2025Q3: 121,600 shares; 2025Q4: 122,917 shares 122,917 $14.9M 0.21% +1,317 Timeline GMNY GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274,786 shares; 2025Q4: 291,606 shares 291,606 $14.6M 0.21% +16,820 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,642 shares; 2024Q4: 313,317 shares; 2025Q1: 314,380 shares; 2025Q2: 317,818 shares; 2025Q3: 261,353 shares; 2025Q4: 271,955 shares 271,955 $14.6M 0.21% +10,602 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: 31,917 shares; 2024Q4: 44,002 shares; 2025Q1: 45,833 shares; 2025Q2: 53,927 shares; 2025Q3: 58,953 shares; 2025Q4: 62,487 shares 62,487 $14.3M 0.2% +3,534 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,991 shares; 2024Q4: 211,039 shares; 2025Q1: 214,153 shares; 2025Q2: 216,246 shares; 2025Q3: 116,387 shares; 2025Q4: 115,586 shares 115,586 $14.2M 0.2% -801 Timeline IWL 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: 93,461 shares; 2025Q3: 84,352 shares; 2025Q4: 82,008 shares 82,008 $14M 0.2% -2,344 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: 26,703 shares; 2024Q4: 69,946 shares; 2025Q1: 73,307 shares; 2025Q2: 77,850 shares; 2025Q3: 82,245 shares; 2025Q4: 90,990 shares 90,990 $13.9M 0.2% +8,745 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: 4,491 shares; 2024Q4: 22,887 shares; 2025Q1: 22,562 shares; 2025Q2: 23,095 shares; 2025Q3: 23,762 shares; 2025Q4: 24,057 shares 24,057 $13.8M 0.2% +295 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: 160,252 shares; 2024Q4: 164,914 shares; 2025Q1: 171,551 shares; 2025Q2: 195,123 shares; 2025Q3: 200,814 shares; 2025Q4: 198,979 shares 198,979 $13.4M 0.19% -1,835 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,503 shares; 2024Q4: 11,506 shares; 2025Q1: 11,436 shares; 2025Q2: 28,226 shares; 2025Q3: 29,081 shares; 2025Q4: 27,359 shares 27,359 $13.1M 0.19% -1,722 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: 69,835 shares; 2024Q4: 97,414 shares; 2025Q1: 93,669 shares; 2025Q2: 275,656 shares; 2025Q3: 210,797 shares; 2025Q4: 196,861 shares 196,861 $13M 0.19% -13,936 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: 17,652 shares; 2024Q4: 65,699 shares; 2025Q1: 70,423 shares; 2025Q2: 77,677 shares; 2025Q3: 81,832 shares; 2025Q4: 66,567 shares 66,567 $13M 0.19% -15,265 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: 9,643 shares; 2024Q4: 90,519 shares; 2025Q1: 85,959 shares; 2025Q2: 119,485 shares; 2025Q3: 109,680 shares; 2025Q4: 181,154 shares 181,154 $12.7M 0.18% +71,474 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: 14,326 shares; 2024Q4: 21,496 shares; 2025Q1: 22,113 shares; 2025Q2: 24,975 shares; 2025Q3: 23,973 shares; 2025Q4: 23,234 shares 23,234 $12.1M 0.17% -739 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: 4,656 shares; 2024Q4: 5,015 shares; 2025Q1: 5,811 shares; 2025Q2: 9,835 shares; 2025Q3: 23,549 shares; 2025Q4: 30,572 shares 30,572 $12.1M 0.17% +7,023 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,173 shares; 2024Q4: 46,129 shares; 2025Q1: 46,909 shares; 2025Q2: 46,915 shares; 2025Q3: 51,778 shares; 2025Q4: 52,270 shares 52,270 $12.1M 0.17% +492 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 13 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 16 shares 16 $12.1M 0.17% +1 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: 51,174 shares; 2024Q4: 82,350 shares; 2025Q1: 63,356 shares; 2025Q2: 63,697 shares; 2025Q3: 64,432 shares; 2025Q4: 39,392 shares 39,392 $12M 0.17% -25,040 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,550 shares; 2025Q1: 30,307 shares; 2025Q2: 30,215 shares; 2025Q3: 30,638 shares; 2025Q4: 31,924 shares 31,924 $11.8M 0.17% +1,286 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: 69,978 shares; 2024Q4: 92,360 shares; 2025Q1: 101,107 shares; 2025Q2: 104,345 shares; 2025Q3: 103,351 shares; 2025Q4: 103,690 shares 103,690 $10.9M 0.16% +339 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,605 shares; 2024Q4: 36,096 shares; 2025Q1: 38,854 shares; 2025Q2: 41,399 shares; 2025Q3: 42,379 shares; 2025Q4: 39,330 shares 39,330 $10.6M 0.15% -3,049 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,501 shares; 2024Q4: 83,090 shares; 2025Q1: 80,881 shares; 2025Q2: 81,238 shares; 2025Q3: 79,945 shares; 2025Q4: 78,217 shares 78,217 $10.1M 0.14% -1,728 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: 37,963 shares; 2024Q4: 95,751 shares; 2025Q1: 85,946 shares; 2025Q2: 89,856 shares; 2025Q3: 85,430 shares; 2025Q4: 88,150 shares 88,150 $10M 0.14% +2,720 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 12,575 shares; 2025Q1: 12,370 shares; 2025Q2: 12,464 shares; 2025Q3: 12,503 shares; 2025Q4: 12,425 shares 12,425 $9.52M 0.14% -78 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,980 shares; 2024Q4: 27,176 shares; 2025Q1: 27,195 shares; 2025Q2: 27,132 shares; 2025Q3: 45,323 shares; 2025Q4: 46,143 shares 46,143 $9.45M 0.14% +820 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: 26,891 shares; 2024Q4: 40,770 shares; 2025Q1: 38,266 shares; 2025Q2: 54,831 shares; 2025Q3: 57,991 shares; 2025Q4: 77,978 shares 77,978 $9.38M 0.13% +19,987 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,011 shares; 2024Q4: 18,479 shares; 2025Q1: 20,345 shares; 2025Q2: 62,103 shares; 2025Q3: 75,491 shares; 2025Q4: 77,371 shares 77,371 $9.27M 0.13% +1,880 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,890 shares; 2025Q1: 127,720 shares; 2025Q2: 124,815 shares; 2025Q3: 119,708 shares; 2025Q4: 120,532 shares 120,532 $9.24M 0.13% +824 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: 63,871 shares; 2024Q4: 99,823 shares; 2025Q1: 97,799 shares; 2025Q2: 109,722 shares; 2025Q3: 107,986 shares; 2025Q4: 107,769 shares 107,769 $9.08M 0.13% -217 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: 21,245 shares; 2024Q4: 21,662 shares; 2025Q1: 21,735 shares; 2025Q2: 38,136 shares; 2025Q3: 38,758 shares; 2025Q4: 39,351 shares 39,351 $8.65M 0.12% +593 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: 7,262 shares; 2024Q4: 9,501 shares; 2025Q1: 9,490 shares; 2025Q2: 8,523 shares; 2025Q3: 8,986 shares; 2025Q4: 91,494 shares 91,494 $8.58M 0.12% +82,508 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,382 shares; 2025Q3: 181,848 shares; 2025Q4: 194,148 shares 194,148 $8.58M 0.12% +12,300 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: 13,829 shares; 2024Q4: 43,245 shares; 2025Q1: 43,724 shares; 2025Q2: 42,303 shares; 2025Q3: 50,391 shares; 2025Q4: 57,455 shares 57,455 $8.25M 0.12% +7,064 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,329 shares; 2025Q4: 173,051 shares 173,051 $8.19M 0.12% -2,278 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,988 shares; 2024Q4: 18,228 shares; 2025Q1: 20,132 shares; 2025Q2: 22,398 shares; 2025Q3: 22,684 shares; 2025Q4: 14,201 shares 14,201 $8.11M 0.12% -8,483 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,330 shares; 2025Q3: 103,644 shares; 2025Q4: 110,956 shares 110,956 $7.95M 0.11% +7,312 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,421 shares; 2025Q4: 206,356 shares 206,356 $7.85M 0.11% -65 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: 60,759 shares; 2024Q4: 59,538 shares; 2025Q1: 55,828 shares; 2025Q2: 59,039 shares; 2025Q3: 58,463 shares; 2025Q4: 56,327 shares 56,327 $7.84M 0.11% -2,136 Timeline PAUG 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: 211,485 shares; 2024Q4: 210,476 shares; 2025Q1: 208,798 shares; 2025Q2: 205,657 shares; 2025Q3: 201,588 shares; 2025Q4: 178,076 shares 178,076 $7.7M 0.11% -23,512 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: 52,120 shares; 2024Q4: 57,229 shares; 2025Q1: 158,813 shares; 2025Q2: 162,588 shares; 2025Q3: 153,004 shares; 2025Q4: 152,365 shares 152,365 $7.66M 0.11% -639 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 28,301 shares; 2025Q1: 26,951 shares; 2025Q2: 25,857 shares; 2025Q3: 25,411 shares; 2025Q4: 26,087 shares 26,087 $7.54M 0.11% +676 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,530 shares; 2024Q4: 65,639 shares; 2025Q1: 63,546 shares; 2025Q2: 64,630 shares; 2025Q3: 64,377 shares; 2025Q4: 64,534 shares 64,534 $7.53M 0.11% +157 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: 8,789 shares; 2024Q4: 23,016 shares; 2025Q1: 21,315 shares; 2025Q2: 71,000 shares; 2025Q3: 64,393 shares; 2025Q4: 61,691 shares 61,691 $7.41M 0.11% -2,702 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795,137 shares; 2024Q4: 1,909,177 shares; 2025Q1: 1,999,125 shares; 2025Q2: 1,971,695 shares; 2025Q3: 153,234 shares; 2025Q4: 149,500 shares 149,500 $7.37M 0.11% -3,734 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132,431 shares; 2025Q4: 134,205 shares 134,205 $7.26M 0.1% +1,774 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176,053 shares; 2025Q1: 170,554 shares; 2025Q2: 169,785 shares; 2025Q3: 184,161 shares; 2025Q4: 183,054 shares 183,054 $7.22M 0.1% -1,107 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,035 shares; 2025Q4: 210,538 shares 210,538 $7.2M 0.1% -497 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: 6,756 shares; 2024Q4: 8,759 shares; 2025Q1: 9,759 shares; 2025Q2: 29,988 shares; 2025Q3: 30,343 shares; 2025Q4: 29,089 shares 29,089 $7.16M 0.1% -1,254 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 14,503 shares; 2025Q1: 13,870 shares; 2025Q2: 18,559 shares; 2025Q3: 15,811 shares; 2025Q4: 15,337 shares 15,337 $7.14M 0.1% -474 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,653 shares; 2024Q4: 227,759 shares; 2025Q1: 178,497 shares; 2025Q2: 162,397 shares; 2025Q3: 153,232 shares; 2025Q4: 150,847 shares 150,847 $7.05M 0.1% -2,385 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: 16,604 shares; 2024Q4: 15,088 shares; 2025Q1: 15,502 shares; 2025Q2: 20,180 shares; 2025Q3: 23,208 shares; 2025Q4: 24,020 shares 24,020 $6.97M 0.1% +812 Timeline XJH 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: 136,719 shares; 2025Q3: 157,044 shares; 2025Q4: 155,412 shares 155,412 $6.94M 0.1% -1,632 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: 44,382 shares; 2024Q4: 48,058 shares; 2025Q1: 49,760 shares; 2025Q2: 49,311 shares; 2025Q3: 54,206 shares; 2025Q4: 168,624 shares 168,624 $6.87M 0.1% +114,418 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: 4,381 shares; 2024Q4: 6,225 shares; 2025Q1: 5,671 shares; 2025Q2: 6,980 shares; 2025Q3: 7,418 shares; 2025Q4: 7,762 shares 7,762 $6.82M 0.1% +344 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: 191,441 shares; 2025Q1: 191,824 shares; 2025Q2: 192,130 shares; 2025Q3: 191,900 shares; 2025Q4: 191,954 shares 191,954 $6.82M 0.1% +54 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,152 shares; 2024Q4: 56,387 shares; 2025Q1: 56,387 shares; 2025Q2: 56,365 shares; 2025Q3: 56,364 shares; 2025Q4: 56,246 shares 56,246 $6.76M 0.1% -118 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,452 shares; 2024Q4: 28,431 shares; 2025Q1: 29,527 shares; 2025Q2: 27,833 shares; 2025Q3: 29,683 shares; 2025Q4: 31,802 shares 31,802 $6.65M 0.1% +2,119 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,870 shares; 2024Q4: 12,522 shares; 2025Q1: 13,029 shares; 2025Q2: 22,604 shares; 2025Q3: 23,947 shares; 2025Q4: 25,643 shares 25,643 $6.59M 0.09% +1,696 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,844 shares; 2024Q4: 23,433 shares; 2025Q1: 23,199 shares; 2025Q2: 29,290 shares; 2025Q3: 32,726 shares; 2025Q4: 35,813 shares 35,813 $6.57M 0.09% +3,087 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,699 shares; 2024Q4: 259,408 shares; 2025Q1: 259,583 shares; 2025Q2: 258,840 shares; 2025Q3: 280,930 shares; 2025Q4: 293,370 shares 293,370 $6.56M 0.09% +12,440 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: not reported; 2024Q4: 7,726 shares; 2025Q1: 7,690 shares; 2025Q2: 7,365 shares; 2025Q3: 7,344 shares; 2025Q4: 22,806 shares 22,806 $6.55M 0.09% +15,462 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: 63,021 shares; 2024Q4: 67,341 shares; 2025Q1: 82,124 shares; 2025Q2: 90,995 shares; 2025Q3: 92,959 shares; 2025Q4: 92,977 shares 92,977 $6.55M 0.09% +18 Timeline PYLD 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: 254,968 shares; 2025Q4: 241,273 shares 241,273 $6.44M 0.09% -13,695 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,579 shares; 2025Q1: 67,162 shares; 2025Q2: 64,761 shares; 2025Q3: 65,150 shares; 2025Q4: 65,166 shares 65,166 $6.42M 0.09% +16 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: 15,759 shares; 2024Q4: 10,923 shares; 2025Q1: 12,107 shares; 2025Q2: 15,651 shares; 2025Q3: 12,276 shares; 2025Q4: 13,116 shares 13,116 $6.4M 0.09% +840 Timeline TLH 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: 11,165 shares; 2025Q3: 68,583 shares; 2025Q4: 62,612 shares 62,612 $6.37M 0.09% -5,971 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,392 shares; 2024Q4: 60,935 shares; 2025Q1: 66,307 shares; 2025Q2: 65,827 shares; 2025Q3: 64,506 shares; 2025Q4: 63,077 shares 63,077 $6.26M 0.09% -1,429 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: 12,436 shares; 2024Q4: 64,832 shares; 2025Q1: 62,279 shares; 2025Q2: 71,847 shares; 2025Q3: 76,953 shares; 2025Q4: 81,035 shares 81,035 $6.24M 0.09% +4,082 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,036 shares; 2024Q4: 81,296 shares; 2025Q1: 74,246 shares; 2025Q2: 69,961 shares; 2025Q3: 78,671 shares; 2025Q4: 82,701 shares 82,701 $6.24M 0.09% +4,030 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,660 shares; 2025Q4: 142,845 shares 142,845 $6.2M 0.09% +2,185 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 5,780 shares; 2025Q1: 12,326 shares; 2025Q2: 29,555 shares; 2025Q3: 29,046 shares; 2025Q4: 29,157 shares 29,157 $6.13M 0.09% +111 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: 82,117 shares; 2024Q4: 180,316 shares; 2025Q1: 175,192 shares; 2025Q2: 173,898 shares; 2025Q3: 199,997 shares; 2025Q4: 220,217 shares 220,217 $6.04M 0.09% +20,220 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: 106,936 shares; 2024Q4: 114,045 shares; 2025Q1: 112,521 shares; 2025Q2: 113,320 shares; 2025Q3: 111,365 shares; 2025Q4: 111,878 shares 111,878 $6.03M 0.09% +513 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,366 shares; 2024Q4: 37,366 shares; 2025Q1: 34,004 shares; 2025Q2: 34,268 shares; 2025Q3: 34,235 shares; 2025Q4: 34,426 shares 34,426 $5.93M 0.09% +191 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: 197,603 shares; 2024Q4: 219,700 shares; 2025Q1: 233,234 shares; 2025Q2: 235,455 shares; 2025Q3: 236,259 shares; 2025Q4: 234,803 shares 234,803 $5.85M 0.08% -1,456 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,060 shares; 2025Q4: 115,136 shares 115,136 $5.75M 0.08% +3,076 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,830 shares; 2025Q4: 219,858 shares 219,858 $5.6M 0.08% +13,028 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,758 shares; 2024Q4: 21,102 shares; 2025Q1: 23,233 shares; 2025Q2: 30,950 shares; 2025Q3: 34,278 shares; 2025Q4: 36,421 shares 36,421 $5.59M 0.08% +2,143 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 8,505 shares; 2025Q1: 7,706 shares; 2025Q2: 7,688 shares; 2025Q3: 7,727 shares; 2025Q4: 21,769 shares 21,769 $5.57M 0.08% +14,042 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 4,239 shares; 2025Q1: 4,721 shares; 2025Q2: 8,624 shares; 2025Q3: 8,000 shares; 2025Q4: 8,346 shares 8,346 $5.53M 0.08% +346 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,947 shares; 2025Q4: 114,129 shares 114,129 $5.47M 0.08% -9,818 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: 20,264 shares; 2024Q4: 26,262 shares; 2025Q1: 26,927 shares; 2025Q2: 23,884 shares; 2025Q3: 24,132 shares; 2025Q4: 25,145 shares 25,145 $5.46M 0.08% +1,013 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: 3,595 shares; 2024Q4: 3,697 shares; 2025Q1: 3,474 shares; 2025Q2: 3,934 shares; 2025Q3: 4,057 shares; 2025Q4: 19,878 shares 19,878 $5.39M 0.08% +15,821 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: 104,603 shares; 2024Q4: 112,543 shares; 2025Q1: 116,063 shares; 2025Q2: 118,430 shares; 2025Q3: 35,192 shares; 2025Q4: 37,161 shares 37,161 $5.33M 0.08% +1,969 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,564 shares; 2025Q3: 74,950 shares; 2025Q4: 76,753 shares 76,753 $5.33M 0.08% +1,803 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,490 shares; 2024Q4: 27,490 shares; 2025Q1: 27,510 shares; 2025Q2: 27,568 shares; 2025Q3: 27,606 shares; 2025Q4: 27,588 shares 27,588 $5.28M 0.08% -18 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,918 shares; 2024Q4: 17,463 shares; 2025Q1: 17,400 shares; 2025Q2: 18,610 shares; 2025Q3: 17,991 shares; 2025Q4: 18,177 shares 18,177 $5.27M 0.08% +186 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: 979 shares; 2024Q4: 6,390 shares; 2025Q1: 9,941 shares; 2025Q2: 13,520 shares; 2025Q3: 15,431 shares; 2025Q4: 16,634 shares 16,634 $5.19M 0.07% +1,203 Timeline JAVA 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: 98,789 shares; 2025Q3: 83,870 shares; 2025Q4: 72,368 shares 72,368 $5.19M 0.07% -11,502 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,300 shares; 2024Q4: 152,180 shares; 2025Q1: 151,677 shares; 2025Q2: 104,176 shares; 2025Q3: 102,688 shares; 2025Q4: 102,473 shares 102,473 $5.17M 0.07% -215 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,059 shares; 2025Q4: 210,756 shares 210,756 $5.12M 0.07% +4,697 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: 2,870 shares; 2024Q4: 8,827 shares; 2025Q1: 9,224 shares; 2025Q2: 14,475 shares; 2025Q3: 16,600 shares; 2025Q4: 16,587 shares 16,587 $5.11M 0.07% -13 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,357 shares; 2024Q4: 135,081 shares; 2025Q1: 133,865 shares; 2025Q2: 130,712 shares; 2025Q3: 125,230 shares; 2025Q4: 108,862 shares 108,862 $5.05M 0.07% -16,368 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,234 shares; 2024Q4: 35,867 shares; 2025Q1: 44,693 shares; 2025Q2: 45,958 shares; 2025Q3: 62,392 shares; 2025Q4: 61,422 shares 61,422 $5.02M 0.07% -970 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: 28,722 shares; 2024Q4: 31,414 shares; 2025Q1: 31,359 shares; 2025Q2: 30,252 shares; 2025Q3: 30,675 shares; 2025Q4: 32,534 shares 32,534 $5.01M 0.07% +1,859 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 19,028 shares; 2025Q1: 18,616 shares; 2025Q2: 18,279 shares; 2025Q3: 18,468 shares; 2025Q4: 20,267 shares 20,267 $4.89M 0.07% +1,799 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: 2,509 shares; 2024Q4: 19,825 shares; 2025Q1: 19,905 shares; 2025Q2: 20,918 shares; 2025Q3: 20,478 shares; 2025Q4: 19,764 shares 19,764 $4.87M 0.07% -714 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,706 shares; 2024Q4: 158,447 shares; 2025Q1: 142,895 shares; 2025Q2: 137,395 shares; 2025Q3: 140,540 shares; 2025Q4: 149,157 shares 149,157 $4.87M 0.07% +8,617 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: not reported; 2024Q4: 80,301 shares; 2025Q1: 74,293 shares; 2025Q2: 69,739 shares; 2025Q3: 68,365 shares; 2025Q4: 65,872 shares 65,872 $4.85M 0.07% -2,493 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,170 shares; 2024Q4: 16,170 shares; 2025Q1: not reported; 2025Q2: 406,418 shares; 2025Q3: 299,119 shares; 2025Q4: 278,329 shares 278,329 $4.85M 0.07% -20,790 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: 2,768 shares; 2024Q4: 7,848 shares; 2025Q1: 6,974 shares; 2025Q2: 7,067 shares; 2025Q3: 7,654 shares; 2025Q4: 7,383 shares 7,383 $4.83M 0.07% -271 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: 40,203 shares; 2024Q4: 34,018 shares; 2025Q1: 33,213 shares; 2025Q2: 69,966 shares; 2025Q3: 63,296 shares; 2025Q4: 62,058 shares 62,058 $4.81M 0.07% -1,238 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,506 shares; 2024Q4: 30,182 shares; 2025Q1: 28,961 shares; 2025Q2: 29,307 shares; 2025Q3: 21,362 shares; 2025Q4: 22,274 shares 22,274 $4.77M 0.07% +912 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,189 shares; 2024Q4: 208,724 shares; 2025Q1: 189,395 shares; 2025Q2: 158,686 shares; 2025Q3: 102,600 shares; 2025Q4: 101,239 shares 101,239 $4.77M 0.07% -1,361 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,576 shares; 2024Q4: 16,681 shares; 2025Q1: 16,832 shares; 2025Q2: 17,127 shares; 2025Q3: 17,189 shares; 2025Q4: 17,229 shares 17,229 $4.74M 0.07% +40 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,299 shares; 2024Q4: 125,277 shares; 2025Q1: 124,020 shares; 2025Q2: 124,432 shares; 2025Q3: 125,581 shares; 2025Q4: 127,402 shares 127,402 $4.62M 0.07% +1,821 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,698 shares; 2024Q4: 41,739 shares; 2025Q1: 41,900 shares; 2025Q2: 42,781 shares; 2025Q3: 42,846 shares; 2025Q4: 46,133 shares 46,133 $4.61M 0.07% +3,287 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,489 shares; 2024Q4: 6,569 shares; 2025Q1: 7,976 shares; 2025Q2: 8,987 shares; 2025Q3: 34,104 shares; 2025Q4: 37,325 shares 37,325 $4.58M 0.07% +3,221 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,816 shares; 2024Q4: 5,783 shares; 2025Q1: 6,568 shares; 2025Q2: 8,035 shares; 2025Q3: 9,075 shares; 2025Q4: 9,834 shares 9,834 $4.46M 0.06% +759 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,620 shares; 2025Q4: 137,620 shares 137,620 $4.36M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,412 shares 21,412 $4.35M 0.06% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,422 shares; 2024Q4: 108,619 shares; 2025Q1: 102,757 shares; 2025Q2: 72,969 shares; 2025Q3: 64,706 shares; 2025Q4: 50,960 shares 50,960 $4.27M 0.06% -13,746 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,655 shares; 2024Q4: 33,802 shares; 2025Q1: 33,066 shares; 2025Q2: 31,678 shares; 2025Q3: 32,736 shares; 2025Q4: 32,813 shares 32,813 $4.23M 0.06% +77 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 12,025 shares; 2025Q1: 16,504 shares; 2025Q2: 19,562 shares; 2025Q3: 22,636 shares; 2025Q4: 22,809 shares 22,809 $4.2M 0.06% +173 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: 56,467 shares; 2024Q4: 59,926 shares; 2025Q1: 58,458 shares; 2025Q2: 58,598 shares; 2025Q3: 54,115 shares; 2025Q4: 52,581 shares 52,581 $4.19M 0.06% -1,534 Timeline SUSC 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: 142,038 shares; 2024Q4: 142,197 shares; 2025Q1: 144,124 shares; 2025Q2: 263,766 shares; 2025Q3: 180,660 shares; 2025Q4: 178,543 shares 178,543 $4.18M 0.06% -2,117 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: 24,002 shares; 2024Q4: 20,799 shares; 2025Q1: 17,110 shares; 2025Q2: 24,644 shares; 2025Q3: 28,968 shares; 2025Q4: 29,507 shares 29,507 $4.16M 0.06% +539 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,401 shares; 2024Q4: 43,564 shares; 2025Q1: 43,609 shares; 2025Q2: 78,278 shares; 2025Q3: 81,684 shares; 2025Q4: 76,113 shares 76,113 $4.16M 0.06% -5,571 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: 4,381 shares; 2024Q4: 4,276 shares; 2025Q1: 4,344 shares; 2025Q2: 5,647 shares; 2025Q3: 5,629 shares; 2025Q4: 27,121 shares 27,121 $4.15M 0.06% +21,492 Timeline BBUS 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: 34,631 shares; 2025Q4: 33,673 shares 33,673 $4.15M 0.06% -958 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,021 shares; 2024Q4: 120,041 shares; 2025Q1: 120,041 shares; 2025Q2: 120,481 shares; 2025Q3: 120,596 shares; 2025Q4: 124,601 shares 124,601 $4.08M 0.06% +4,005 Timeline BOND 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: 49,918 shares; 2025Q4: 43,812 shares 43,812 $4.08M 0.06% -6,106 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,320 shares; 2025Q1: 127,230 shares; 2025Q2: 140,714 shares; 2025Q3: 152,881 shares; 2025Q4: 164,273 shares 164,273 $4.07M 0.06% +11,392 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 8,127 shares; 2025Q1: 8,327 shares; 2025Q2: 9,006 shares; 2025Q3: 10,223 shares; 2025Q4: 9,540 shares 9,540 $4.07M 0.06% -683 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,925 shares; 2025Q3: 106,336 shares; 2025Q4: 87,468 shares 87,468 $4.03M 0.06% -18,868 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,327 shares; 2024Q4: 39,986 shares; 2025Q1: 40,270 shares; 2025Q2: 42,636 shares; 2025Q3: 43,412 shares; 2025Q4: 43,579 shares 43,579 $4.01M 0.06% +167 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,200 shares; 2024Q4: 19,342 shares; 2025Q1: 19,184 shares; 2025Q2: 22,547 shares; 2025Q3: 11,987 shares; 2025Q4: 14,911 shares 14,911 $3.95M 0.06% +2,924 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,308 shares; 2024Q4: 15,774 shares; 2025Q1: 17,305 shares; 2025Q2: 19,140 shares; 2025Q3: 20,825 shares; 2025Q4: 22,024 shares 22,024 $3.91M 0.06% +1,199 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,730 shares; 2024Q4: 48,080 shares; 2025Q1: 28,581 shares; 2025Q2: 26,670 shares; 2025Q3: 27,020 shares; 2025Q4: 54,594 shares 54,594 $3.84M 0.06% +27,574 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,185 shares; 2024Q4: 35,166 shares; 2025Q1: 35,455 shares; 2025Q2: 37,337 shares; 2025Q3: 38,509 shares; 2025Q4: 41,048 shares 41,048 $3.83M 0.05% +2,539 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,912 shares; 2024Q4: 10,911 shares; 2025Q1: 14,689 shares; 2025Q2: 13,211 shares; 2025Q3: 12,736 shares; 2025Q4: 12,530 shares 12,530 $3.77M 0.05% -206 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: 7,071 shares; 2024Q4: 8,895 shares; 2025Q1: 7,760 shares; 2025Q2: 8,351 shares; 2025Q3: 9,931 shares; 2025Q4: 10,660 shares 10,660 $3.77M 0.05% +729 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,111 shares; 2024Q4: 14,157 shares; 2025Q1: 14,139 shares; 2025Q2: 14,202 shares; 2025Q3: 14,212 shares; 2025Q4: 14,367 shares 14,367 $3.76M 0.05% +155 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: 1,756 shares; 2025Q2: 1,843 shares; 2025Q3: 2,060 shares; 2025Q4: 24,347 shares 24,347 $3.68M 0.05% +22,287 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,224 shares; 2024Q4: 38,079 shares; 2025Q1: 37,713 shares; 2025Q2: 38,636 shares; 2025Q3: 39,025 shares; 2025Q4: 39,343 shares 39,343 $3.68M 0.05% +318 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,154 shares; 2025Q3: 81,620 shares; 2025Q4: 80,493 shares 80,493 $3.66M 0.05% -1,127 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 5,169 shares; 2025Q1: 4,912 shares; 2025Q2: 5,986 shares; 2025Q3: 6,544 shares; 2025Q4: 6,928 shares 6,928 $3.54M 0.05% +384 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: 13,909 shares; 2024Q4: 18,376 shares; 2025Q1: 17,922 shares; 2025Q2: 21,081 shares; 2025Q3: 25,036 shares; 2025Q4: 26,412 shares 26,412 $3.51M 0.05% +1,376 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 16,968 shares; 2025Q1: 16,624 shares; 2025Q2: 18,287 shares; 2025Q3: 17,759 shares; 2025Q4: 19,669 shares 19,669 $3.49M 0.05% +1,910 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,653 shares; 2025Q4: 142,581 shares 142,581 $3.45M 0.05% -72 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: 5,840 shares; 2024Q4: 6,016 shares; 2025Q1: 8,791 shares; 2025Q2: 17,354 shares; 2025Q3: 10,677 shares; 2025Q4: 10,461 shares 10,461 $3.42M 0.05% -216 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 5,510 shares; 2025Q1: 5,603 shares; 2025Q2: 5,678 shares; 2025Q3: 5,592 shares; 2025Q4: 5,903 shares 5,903 $3.42M 0.05% +311 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: 69,677 shares; 2024Q4: 134,789 shares; 2025Q1: 121,128 shares; 2025Q2: 115,204 shares; 2025Q3: 93,324 shares; 2025Q4: 113,146 shares 113,146 $3.4M 0.05% +19,822 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,280 shares; 2024Q4: 41,698 shares; 2025Q1: 41,698 shares; 2025Q2: 41,708 shares; 2025Q3: 41,915 shares; 2025Q4: 41,829 shares 41,829 $3.38M 0.05% -86 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,293 shares; 2024Q4: 13,694 shares; 2025Q1: 13,698 shares; 2025Q2: 14,543 shares; 2025Q3: 14,624 shares; 2025Q4: 14,816 shares 14,816 $3.37M 0.05% +192 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,310 shares; 2024Q4: 108,217 shares; 2025Q1: 86,684 shares; 2025Q2: 82,042 shares; 2025Q3: 80,029 shares; 2025Q4: 77,886 shares 77,886 $3.34M 0.05% -2,143 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,472 shares; 2025Q4: 98,697 shares 98,697 $3.33M 0.05% +8,225 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,266 shares; 2024Q4: 15,446 shares; 2025Q1: 15,427 shares; 2025Q2: 15,486 shares; 2025Q3: 15,505 shares; 2025Q4: 15,488 shares 15,488 $3.31M 0.05% -17 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: 10,904 shares; 2024Q4: 35,829 shares; 2025Q1: 38,122 shares; 2025Q2: 24,841 shares; 2025Q3: 25,750 shares; 2025Q4: 25,916 shares 25,916 $3.25M 0.05% +166 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: 3,259 shares; 2024Q4: 2,979 shares; 2025Q1: 2,901 shares; 2025Q2: 2,988 shares; 2025Q3: 4,443 shares; 2025Q4: 4,287 shares 4,287 $3.23M 0.05% -156 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,464 shares; 2024Q4: 18,518 shares; 2025Q1: 18,669 shares; 2025Q2: 18,540 shares; 2025Q3: 18,670 shares; 2025Q4: 18,684 shares 18,684 $3.23M 0.05% +14 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,258 shares; 2024Q4: 29,679 shares; 2025Q1: 28,511 shares; 2025Q2: 102,639 shares; 2025Q3: 70,941 shares; 2025Q4: 69,892 shares 69,892 $3.21M 0.05% -1,049 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 6,569 shares; 2025Q1: 6,721 shares; 2025Q2: 7,679 shares; 2025Q3: 9,133 shares; 2025Q4: 9,982 shares 9,982 $3.18M 0.05% +849 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102,528 shares; 2025Q1: 155,006 shares; 2025Q2: 10,359 shares; 2025Q3: 16,171 shares; 2025Q4: 15,991 shares 15,991 $3.06M 0.04% -180 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,473 shares 16,473 $3.04M 0.04% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,101 shares; 2024Q4: 14,786 shares; 2025Q1: 15,552 shares; 2025Q2: 20,605 shares; 2025Q3: 19,987 shares; 2025Q4: 20,987 shares 20,987 $3.04M 0.04% +1,000 Timeline PZT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,255 shares; 2024Q4: 329,912 shares; 2025Q1: 333,186 shares; 2025Q2: 342,794 shares; 2025Q3: 127,027 shares; 2025Q4: 134,464 shares 134,464 $3M 0.04% +7,437 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 664 shares; 2025Q1: 603 shares; 2025Q2: 25,588 shares; 2025Q3: 30,327 shares; 2025Q4: 32,475 shares 32,475 $2.96M 0.04% +2,148 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: 21,778 shares; 2024Q4: 16,657 shares; 2025Q1: 15,949 shares; 2025Q2: 15,995 shares; 2025Q3: 16,835 shares; 2025Q4: 16,670 shares 16,670 $2.96M 0.04% -165 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,960 shares; 2024Q4: 12,466 shares; 2025Q1: 13,719 shares; 2025Q2: 16,579 shares; 2025Q3: 21,544 shares; 2025Q4: 23,088 shares 23,088 $2.95M 0.04% +1,544 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 1,404 shares; 2025Q1: 2,366 shares; 2025Q2: 3,186 shares; 2025Q3: 3,466 shares; 2025Q4: 3,742 shares 3,742 $2.89M 0.04% +276 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,560 shares; 2024Q4: 14,519 shares; 2025Q1: 14,480 shares; 2025Q2: 15,660 shares; 2025Q3: 15,734 shares; 2025Q4: 16,794 shares 16,794 $2.87M 0.04% +1,060 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: 8,439 shares; 2024Q4: 6,509 shares; 2025Q1: 6,162 shares; 2025Q2: 11,784 shares; 2025Q3: 8,506 shares; 2025Q4: 8,653 shares 8,653 $2.86M 0.04% +147 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 5,498 shares; 2025Q1: 6,025 shares; 2025Q2: 25,184 shares; 2025Q3: 28,934 shares; 2025Q4: 29,707 shares 29,707 $2.83M 0.04% +773 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: 13,791 shares; 2024Q4: 12,158 shares; 2025Q1: 11,886 shares; 2025Q2: 14,699 shares; 2025Q3: 13,905 shares; 2025Q4: 13,303 shares 13,303 $2.82M 0.04% -602 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,166 shares; 2024Q4: 26,931 shares; 2025Q1: 27,743 shares; 2025Q2: 28,131 shares; 2025Q3: 28,696 shares; 2025Q4: 29,329 shares 29,329 $2.82M 0.04% +633 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,144 shares; 2024Q4: 105,650 shares; 2025Q1: 82,631 shares; 2025Q2: 80,807 shares; 2025Q3: 80,093 shares; 2025Q4: 80,204 shares 80,204 $2.8M 0.04% +111 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,139 shares; 2024Q4: 47,292 shares; 2025Q1: 45,140 shares; 2025Q2: 44,509 shares; 2025Q3: 42,723 shares; 2025Q4: 25,359 shares 25,359 $2.79M 0.04% -17,364 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,789 shares; 2025Q3: 58,714 shares; 2025Q4: 43,961 shares 43,961 $2.77M 0.04% -14,753 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,947 shares; 2025Q4: 26,909 shares 26,909 $2.76M 0.04% +962 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,904 shares; 2024Q4: 22,527 shares; 2025Q1: 21,979 shares; 2025Q2: 30,054 shares; 2025Q3: 20,441 shares; 2025Q4: 19,741 shares 19,741 $2.75M 0.04% -700 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: 276 shares; 2024Q4: 348 shares; 2025Q1: 404 shares; 2025Q2: 496 shares; 2025Q3: 521 shares; 2025Q4: 501 shares 501 $2.68M 0.04% -20 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 16,230 shares; 2025Q1: 15,817 shares; 2025Q2: 15,029 shares; 2025Q3: 14,546 shares; 2025Q4: 14,398 shares 14,398 $2.67M 0.04% -148 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,898 shares; 2025Q1: 6,686 shares; 2025Q2: 6,888 shares; 2025Q3: 6,917 shares; 2025Q4: 6,837 shares 6,837 $2.66M 0.04% -80 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: 2,862 shares; 2024Q4: 2,863 shares; 2025Q1: 3,631 shares; 2025Q2: 25,757 shares; 2025Q3: 25,706 shares; 2025Q4: 31,932 shares 31,932 $2.64M 0.04% +6,226 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 12,784 shares; 2025Q1: 13,172 shares; 2025Q2: 13,419 shares; 2025Q3: 13,638 shares; 2025Q4: 13,889 shares 13,889 $2.58M 0.04% +251 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,314 shares; 2024Q4: 26,998 shares; 2025Q1: 27,022 shares; 2025Q2: 29,033 shares; 2025Q3: 29,151 shares; 2025Q4: 29,423 shares 29,423 $2.56M 0.04% +272 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,124 shares; 2024Q4: 22,236 shares; 2025Q1: 21,728 shares; 2025Q2: 21,466 shares; 2025Q3: 21,464 shares; 2025Q4: 25,009 shares 25,009 $2.53M 0.04% +3,545 Timeline GOVT 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: 9,998 shares; 2024Q4: 68,381 shares; 2025Q1: 85,028 shares; 2025Q2: 71,557 shares; 2025Q3: 96,962 shares; 2025Q4: 107,014 shares 107,014 $2.46M 0.04% +10,052 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 10,251 shares; 2025Q3: 10,258 shares; 2025Q4: 10,299 shares 10,299 $2.44M 0.04% +41 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 4,822 shares; 2025Q1: 5,576 shares; 2025Q2: 7,378 shares; 2025Q3: 8,571 shares; 2025Q4: 9,256 shares 9,256 $2.43M 0.03% +685 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,416 shares; 2025Q1: 3,608 shares; 2025Q2: 23,880 shares; 2025Q3: 25,476 shares; 2025Q4: 29,512 shares 29,512 $2.4M 0.03% +4,036 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,350 shares; 2024Q4: 94,431 shares; 2025Q1: 84,518 shares; 2025Q2: 88,471 shares; 2025Q3: 89,789 shares; 2025Q4: 90,830 shares 90,830 $2.38M 0.03% +1,041 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 6,824 shares; 2025Q1: 3,944 shares; 2025Q2: 4,362 shares; 2025Q3: 7,173 shares; 2025Q4: 7,598 shares 7,598 $2.37M 0.03% +425 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,590 shares; 2024Q4: 21,998 shares; 2025Q1: 21,436 shares; 2025Q2: 36,710 shares; 2025Q3: 25,784 shares; 2025Q4: 25,206 shares 25,206 $2.37M 0.03% -578 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 6,625 shares; 2025Q1: 7,286 shares; 2025Q2: 7,545 shares; 2025Q3: 8,177 shares; 2025Q4: 7,277 shares 7,277 $2.36M 0.03% -900 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: not reported; 2024Q4: 22,555 shares; 2025Q1: 22,376 shares; 2025Q2: 28,716 shares; 2025Q3: 31,772 shares; 2025Q4: 31,832 shares 31,832 $2.34M 0.03% +60 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: 12,950 shares; 2024Q4: 12,849 shares; 2025Q1: 15,125 shares; 2025Q2: 22,937 shares; 2025Q3: 30,358 shares; 2025Q4: 29,040 shares 29,040 $2.33M 0.03% -1,318 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: 3,027 shares; 2024Q4: 5,577 shares; 2025Q1: 5,572 shares; 2025Q2: 6,288 shares; 2025Q3: 7,020 shares; 2025Q4: 7,502 shares 7,502 $2.33M 0.03% +482 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: 14,461 shares; 2024Q4: 22,344 shares; 2025Q1: 22,735 shares; 2025Q2: 21,629 shares; 2025Q3: 24,822 shares; 2025Q4: 26,399 shares 26,399 $2.31M 0.03% +1,577 Timeline TFLO 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: 44,593 shares; 2024Q4: 37,452 shares; 2025Q1: 36,593 shares; 2025Q2: 41,501 shares; 2025Q3: 33,498 shares; 2025Q4: 45,701 shares 45,701 $2.31M 0.03% +12,203 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,881 shares; 2024Q4: 30,881 shares; 2025Q1: 30,881 shares; 2025Q2: 30,888 shares; 2025Q3: 30,888 shares; 2025Q4: 30,888 shares 30,888 $2.28M 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,975 shares; 2024Q4: 45,729 shares; 2025Q1: 45,092 shares; 2025Q2: 42,164 shares; 2025Q3: 41,442 shares; 2025Q4: 38,884 shares 38,884 $2.27M 0.03% -2,558 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,497 shares; 2025Q4: 95,233 shares 95,233 $2.23M 0.03% +10,736 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: 1,567 shares; 2024Q4: 3,730 shares; 2025Q1: 3,889 shares; 2025Q2: 6,051 shares; 2025Q3: 6,375 shares; 2025Q4: 7,522 shares 7,522 $2.23M 0.03% +1,147 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 9,808 shares; 2025Q1: 9,011 shares; 2025Q2: 10,065 shares; 2025Q3: 10,431 shares; 2025Q4: 9,702 shares 9,702 $2.22M 0.03% -729 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,215 shares; 2025Q3: 4,949 shares; 2025Q4: 9,088 shares 9,088 $2.2M 0.03% +4,139 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,693 shares; 2024Q4: 21,475 shares; 2025Q1: 14,847 shares; 2025Q2: 13,205 shares; 2025Q3: 12,496 shares; 2025Q4: 13,017 shares 13,017 $2.2M 0.03% +521 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,678 shares; 2025Q3: 79,678 shares; 2025Q4: 79,678 shares 79,678 $2.19M 0.03% 0 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,402 shares; 2025Q1: 14,499 shares; 2025Q2: 11,694 shares; 2025Q3: 8,767 shares; 2025Q4: 8,456 shares 8,456 $2.19M 0.03% -311 Timeline TAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,622 shares; 2025Q4: 82,622 shares 82,622 $2.14M 0.03% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,190 shares; 2024Q4: 117,471 shares; 2025Q1: 46,140 shares; 2025Q2: 45,989 shares; 2025Q3: 46,809 shares; 2025Q4: 46,307 shares 46,307 $2.09M 0.03% -502 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,106 shares; 2024Q4: 68,160 shares; 2025Q1: 73,184 shares; 2025Q2: 54,522 shares; 2025Q3: 40,061 shares; 2025Q4: 38,495 shares 38,495 $2.08M 0.03% -1,566 Timeline JPIE 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: 46,184 shares; 2025Q4: 44,225 shares 44,225 $2.05M 0.03% -1,959 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,280 shares 44,280 $2.04M 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,386 shares; 2024Q4: 517,822 shares; 2025Q1: 588,667 shares; 2025Q2: 147,221 shares; 2025Q3: 148,455 shares; 2025Q4: 150,823 shares 150,823 $1.98M 0.03% +2,368 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 4,524 shares; 2025Q1: 4,877 shares; 2025Q2: 5,622 shares; 2025Q3: 6,614 shares; 2025Q4: 7,206 shares 7,206 $1.97M 0.03% +592 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,417 shares; 2024Q4: 28,493 shares; 2025Q1: 41,522 shares; 2025Q2: 41,586 shares; 2025Q3: 37,046 shares; 2025Q4: 38,656 shares 38,656 $1.96M 0.03% +1,610 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: 33,638 shares; 2024Q4: 61,245 shares; 2025Q1: 42,598 shares; 2025Q2: 47,000 shares; 2025Q3: 43,649 shares; 2025Q4: 52,761 shares 52,761 $1.95M 0.03% +9,112 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,346 shares; 2024Q4: 95,234 shares; 2025Q1: 94,059 shares; 2025Q2: 48,036 shares; 2025Q3: 45,892 shares; 2025Q4: 45,580 shares 45,580 $1.94M 0.03% -312 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,617 shares; 2024Q4: 24,467 shares; 2025Q1: 23,185 shares; 2025Q2: 22,998 shares; 2025Q3: 22,112 shares; 2025Q4: 21,105 shares 21,105 $1.93M 0.03% -1,007 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,053 shares; 2025Q1: 5,302 shares; 2025Q2: 5,130 shares; 2025Q3: 5,291 shares; 2025Q4: 5,299 shares 5,299 $1.91M 0.03% +8 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: 3,002 shares; 2025Q1: 4,104 shares; 2025Q2: 4,717 shares; 2025Q3: 6,067 shares; 2025Q4: 6,629 shares 6,629 $1.89M 0.03% +562 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,126 shares; 2024Q4: 65,139 shares; 2025Q1: 63,771 shares; 2025Q2: 63,751 shares; 2025Q3: 63,361 shares; 2025Q4: 63,366 shares 63,366 $1.88M 0.03% +5 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,989 shares; 2025Q1: 36,545 shares; 2025Q2: 33,902 shares; 2025Q3: 34,698 shares; 2025Q4: 34,795 shares 34,795 $1.87M 0.03% +97 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,680 shares 22,680 $1.87M 0.03% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,793 shares 24,793 $1.87M 0.03% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,864 shares; 2024Q4: 28,917 shares; 2025Q1: 27,231 shares; 2025Q2: 39,091 shares; 2025Q3: 35,221 shares; 2025Q4: 29,331 shares 29,331 $1.87M 0.03% -5,890 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 6,153 shares; 2025Q1: 14,640 shares; 2025Q2: 13,043 shares; 2025Q3: 13,139 shares; 2025Q4: 15,833 shares 15,833 $1.86M 0.03% +2,694 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 4,344 shares; 2025Q1: 4,570 shares; 2025Q2: 6,384 shares; 2025Q3: 7,171 shares; 2025Q4: 7,235 shares 7,235 $1.86M 0.03% +64 Timeline IYM 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: 11,683 shares; 2025Q3: 11,732 shares; 2025Q4: 11,789 shares 11,789 $1.82M 0.03% +57 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 9,005 shares; 2025Q1: 9,069 shares; 2025Q2: 8,954 shares; 2025Q3: 4,938 shares; 2025Q4: 4,886 shares 4,886 $1.81M 0.03% -52 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 10,743 shares; 2025Q1: 9,798 shares; 2025Q2: 13,450 shares; 2025Q3: 13,483 shares; 2025Q4: 13,091 shares 13,091 $1.79M 0.03% -392 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,666 shares; 2024Q4: 13,825 shares; 2025Q1: 13,626 shares; 2025Q2: 13,861 shares; 2025Q3: 14,033 shares; 2025Q4: 14,188 shares 14,188 $1.79M 0.03% +155 Timeline GLOF 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: 34,023 shares; 2025Q4: 33,590 shares 33,590 $1.77M 0.03% -433 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,769 shares; 2025Q4: 9,832 shares 9,832 $1.77M 0.03% +63 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,440 shares; 2024Q4: 40,440 shares; 2025Q1: 40,440 shares; 2025Q2: 40,451 shares; 2025Q3: 40,451 shares; 2025Q4: 40,471 shares 40,471 $1.77M 0.03% +20 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 3,006 shares; 2025Q1: 3,415 shares; 2025Q2: 3,993 shares; 2025Q3: 5,328 shares; 2025Q4: 5,748 shares 5,748 $1.75M 0.03% +420 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: 17,105 shares; 2024Q4: 31,086 shares; 2025Q1: 31,215 shares; 2025Q2: 28,185 shares; 2025Q3: 28,820 shares; 2025Q4: 66,445 shares 66,445 $1.74M 0.02% +37,625 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 9,847 shares; 2025Q1: 9,862 shares; 2025Q2: 10,339 shares; 2025Q3: 10,033 shares; 2025Q4: 12,812 shares 12,812 $1.74M 0.02% +2,779 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,050 shares; 2024Q4: 141,213 shares; 2025Q1: 128,187 shares; 2025Q2: 125,602 shares; 2025Q3: 111,181 shares; 2025Q4: 89,613 shares 89,613 $1.74M 0.02% -21,568 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,901 shares; 2025Q1: 9,479 shares; 2025Q2: 9,509 shares; 2025Q3: 9,274 shares; 2025Q4: 8,918 shares 8,918 $1.73M 0.02% -356 Timeline AVBH AVIDBANK HLDGS INC More: the full row for AVIDBANK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,200 shares; 2025Q4: 65,200 shares 65,200 $1.73M 0.02% -6,000 Timeline IEUR 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: 3,381 shares; 2025Q2: 3,568 shares; 2025Q3: 19,698 shares; 2025Q4: 24,131 shares 24,131 $1.71M 0.02% +4,433 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,866 shares; 2024Q4: 15,818 shares; 2025Q1: 15,928 shares; 2025Q2: 15,300 shares; 2025Q3: 19,854 shares; 2025Q4: 19,629 shares 19,629 $1.71M 0.02% -225 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,333 shares; 2024Q4: 35,941 shares; 2025Q1: 34,028 shares; 2025Q2: 34,674 shares; 2025Q3: 33,865 shares; 2025Q4: 35,401 shares 35,401 $1.7M 0.02% +1,536 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,132 shares; 2024Q4: 11,132 shares; 2025Q1: 11,355 shares; 2025Q2: 11,489 shares; 2025Q3: 11,717 shares; 2025Q4: 11,868 shares 11,868 $1.69M 0.02% +151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,937 shares; 2025Q3: 5,235 shares; 2025Q4: 5,350 shares 5,350 $1.68M 0.02% +115 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,461 shares 85,461 $1.64M 0.02% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,075 shares; 2024Q4: 36,508 shares; 2025Q1: 36,183 shares; 2025Q2: 35,425 shares; 2025Q3: 37,013 shares; 2025Q4: 36,631 shares 36,631 $1.63M 0.02% -382 Timeline JQUA 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: 14,904 shares; 2025Q2: 16,573 shares; 2025Q3: 25,294 shares; 2025Q4: 25,246 shares 25,246 $1.6M 0.02% -48 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: 5,655 shares; 2024Q4: 10,808 shares; 2025Q1: 10,753 shares; 2025Q2: 15,961 shares; 2025Q3: 15,446 shares; 2025Q4: 14,189 shares 14,189 $1.59M 0.02% -1,257 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 29,750 shares; 2025Q1: 29,815 shares; 2025Q2: 29,792 shares; 2025Q3: 29,792 shares; 2025Q4: 29,810 shares 29,810 $1.59M 0.02% +18 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,948 shares; 2025Q1: 1,983 shares; 2025Q2: 2,401 shares; 2025Q3: 2,793 shares; 2025Q4: 2,802 shares 2,802 $1.59M 0.02% +9 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,735 shares; 2024Q4: 15,903 shares; 2025Q1: 15,665 shares; 2025Q2: 16,331 shares; 2025Q3: 16,225 shares; 2025Q4: 16,225 shares 16,225 $1.59M 0.02% 0 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: not reported; 2025Q3: 16,032 shares; 2025Q4: 16,330 shares 16,330 $1.57M 0.02% +298 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: not reported; 2024Q4: 11,272 shares; 2025Q1: 10,833 shares; 2025Q2: 14,171 shares; 2025Q3: 13,077 shares; 2025Q4: 17,733 shares 17,733 $1.57M 0.02% +4,656 Timeline JMOM 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: 24,089 shares; 2025Q4: 22,738 shares 22,738 $1.55M 0.02% -1,351 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,740 shares; 2025Q1: 12,712 shares; 2025Q2: 12,762 shares; 2025Q3: 12,872 shares; 2025Q4: 13,105 shares 13,105 $1.54M 0.02% +233 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 241 shares; 2025Q1: 224 shares; 2025Q2: 219 shares; 2025Q3: 216 shares; 2025Q4: 210 shares 210 $1.53M 0.02% -6 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,770 shares; 2024Q4: 9,682 shares; 2025Q1: 9,615 shares; 2025Q2: 9,928 shares; 2025Q3: 10,526 shares; 2025Q4: 10,433 shares 10,433 $1.53M 0.02% -93 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 10,582 shares; 2025Q1: 11,154 shares; 2025Q2: 14,210 shares; 2025Q3: 13,264 shares; 2025Q4: 11,636 shares 11,636 $1.52M 0.02% -1,628 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 4,140 shares; 2025Q1: 4,233 shares; 2025Q2: 6,590 shares; 2025Q3: 6,931 shares; 2025Q4: 9,243 shares 9,243 $1.48M 0.02% +2,312 Timeline TMV DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,874 shares 39,874 $1.48M 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,784 shares; 2024Q4: 22,439 shares; 2025Q1: 21,602 shares; 2025Q2: 20,275 shares; 2025Q3: 19,928 shares; 2025Q4: 20,097 shares 20,097 $1.48M 0.02% +169 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,977 shares; 2025Q3: 32,182 shares; 2025Q4: 31,422 shares 31,422 $1.47M 0.02% -760 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 22,124 shares; 2025Q1: 22,044 shares; 2025Q2: 24,083 shares; 2025Q3: 27,155 shares; 2025Q4: 27,278 shares 27,278 $1.47M 0.02% +123 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,379 shares; 2024Q4: 27,219 shares; 2025Q1: 30,825 shares; 2025Q2: 33,634 shares; 2025Q3: 32,924 shares; 2025Q4: 36,404 shares 36,404 $1.44M 0.02% +3,480 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,800 shares; 2025Q2: 60,334 shares; 2025Q3: 60,334 shares; 2025Q4: 66,661 shares 66,661 $1.42M 0.02% +6,327 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,765 shares; 2024Q4: 13,391 shares; 2025Q1: 13,105 shares; 2025Q2: 13,159 shares; 2025Q3: 13,216 shares; 2025Q4: 13,480 shares 13,480 $1.4M 0.02% +264 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 908 shares; 2025Q1: 996 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 822 shares 822 $1.39M 0.02% -69 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: 1,416 shares; 2024Q4: 3,291 shares; 2025Q1: 3,039 shares; 2025Q2: 2,602 shares; 2025Q3: 4,786 shares; 2025Q4: 4,787 shares 4,787 $1.38M 0.02% +1 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,876 shares; 2024Q4: 10,338 shares; 2025Q1: 18,640 shares; 2025Q2: 14,638 shares; 2025Q3: 13,746 shares; 2025Q4: 13,058 shares 13,058 $1.38M 0.02% -688 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,405 shares; 2025Q2: 12,895 shares; 2025Q3: 12,895 shares; 2025Q4: 12,895 shares 12,895 $1.37M 0.02% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,982 shares; 2024Q4: 24,324 shares; 2025Q1: 23,174 shares; 2025Q2: 24,044 shares; 2025Q3: 24,089 shares; 2025Q4: 26,526 shares 26,526 $1.37M 0.02% +2,437 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 5,445 shares; 2025Q1: 11,849 shares; 2025Q2: 5,689 shares; 2025Q3: 6,175 shares; 2025Q4: 8,818 shares 8,818 $1.37M 0.02% +2,643 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 4,050 shares; 2025Q1: 4,186 shares; 2025Q2: 4,137 shares; 2025Q3: 4,617 shares; 2025Q4: 4,900 shares 4,900 $1.37M 0.02% +283 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,090 shares; 2025Q4: 27,090 shares 27,090 $1.37M 0.02% -8,000 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 752 shares; 2025Q1: 762 shares; 2025Q2: 903 shares; 2025Q3: 1,933 shares; 2025Q4: 1,654 shares 1,654 $1.36M 0.02% -279 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: 7,178 shares; 2024Q4: 7,214 shares; 2025Q1: 8,104 shares; 2025Q2: 8,165 shares; 2025Q3: 6,454 shares; 2025Q4: 6,605 shares 6,605 $1.36M 0.02% +151 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: 1,471 shares; 2024Q4: 2,372 shares; 2025Q1: 2,352 shares; 2025Q2: 2,603 shares; 2025Q3: 2,776 shares; 2025Q4: 2,789 shares 2,789 $1.35M 0.02% +13 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,071 shares; 2024Q4: 12,653 shares; 2025Q1: 12,653 shares; 2025Q2: 12,126 shares; 2025Q3: 12,126 shares; 2025Q4: 12,126 shares 12,126 $1.35M 0.02% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,369 shares; 2024Q4: 43,992 shares; 2025Q1: 43,992 shares; 2025Q2: 39,853 shares; 2025Q3: 39,853 shares; 2025Q4: 39,853 shares 39,853 $1.34M 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 9,636 shares; 2025Q1: 9,313 shares; 2025Q2: 9,595 shares; 2025Q3: 9,699 shares; 2025Q4: 9,751 shares 9,751 $1.33M 0.02% +52 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,420 shares; 2025Q1: 29,132 shares; 2025Q2: 26,489 shares; 2025Q3: 27,861 shares; 2025Q4: 25,072 shares 25,072 $1.32M 0.02% -2,789 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,135 shares; 2024Q4: 27,877 shares; 2025Q1: 25,751 shares; 2025Q2: 22,138 shares; 2025Q3: 21,574 shares; 2025Q4: 21,229 shares 21,229 $1.32M 0.02% -345 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,218 shares; 2024Q4: 87,063 shares; 2025Q1: 60,311 shares; 2025Q2: 55,263 shares; 2025Q3: 48,087 shares; 2025Q4: 48,087 shares 48,087 $1.31M 0.02% 0 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: 20,031 shares; 2025Q1: 19,897 shares; 2025Q2: 18,997 shares; 2025Q3: 17,548 shares; 2025Q4: 17,504 shares 17,504 $1.3M 0.02% -44 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,732 shares; 2025Q4: 58,910 shares 58,910 $1.3M 0.02% +7,178 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,725 shares; 2024Q4: 16,386 shares; 2025Q1: 16,290 shares; 2025Q2: 16,420 shares; 2025Q3: 18,004 shares; 2025Q4: 18,004 shares 18,004 $1.27M 0.02% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,814 shares; 2025Q1: 5,647 shares; 2025Q2: 5,469 shares; 2025Q3: 6,059 shares; 2025Q4: 6,108 shares 6,108 $1.27M 0.02% +49 Timeline IGM 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: 9,760 shares; 2024Q4: 9,760 shares; 2025Q1: 9,760 shares; 2025Q2: 9,760 shares; 2025Q3: 9,810 shares; 2025Q4: 9,789 shares 9,789 $1.26M 0.02% -21 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,631 shares; 2025Q3: 20,631 shares; 2025Q4: 20,631 shares 20,631 $1.24M 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,592 shares; 2025Q4: 14,389 shares 14,389 $1.23M 0.02% +1,797 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,891 shares; 2025Q1: 4,925 shares; 2025Q2: 4,028 shares; 2025Q3: 3,760 shares; 2025Q4: 3,585 shares 3,585 $1.23M 0.02% -175 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: 42,148 shares; 2024Q4: 35,078 shares; 2025Q1: 37,968 shares; 2025Q2: 52,172 shares; 2025Q3: 53,507 shares; 2025Q4: 49,414 shares 49,414 $1.23M 0.02% -4,093 Timeline EWC 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: 26,811 shares; 2024Q4: 23,708 shares; 2025Q1: 23,088 shares; 2025Q2: 23,086 shares; 2025Q3: 23,069 shares; 2025Q4: 22,750 shares 22,750 $1.23M 0.02% -319 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,154 shares; 2025Q1: 11,192 shares; 2025Q2: 11,713 shares; 2025Q3: 12,060 shares; 2025Q4: 11,999 shares 11,999 $1.22M 0.02% -61 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 874 shares; 2025Q1: 915 shares; 2025Q2: 934 shares; 2025Q3: 914 shares; 2025Q4: 916 shares 916 $1.22M 0.02% +2 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,532 shares; 2024Q4: 71,246 shares; 2025Q1: 67,594 shares; 2025Q2: 64,274 shares; 2025Q3: 54,625 shares; 2025Q4: 52,188 shares 52,188 $1.21M 0.02% -2,437 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,805 shares; 2024Q4: 22,104 shares; 2025Q1: 17,736 shares; 2025Q2: 15,898 shares; 2025Q3: 15,947 shares; 2025Q4: 15,338 shares 15,338 $1.21M 0.02% -609 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,904 shares; 2024Q4: 9,840 shares; 2025Q1: 9,075 shares; 2025Q2: 15,208 shares; 2025Q3: 15,522 shares; 2025Q4: 14,417 shares 14,417 $1.21M 0.02% -1,105 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,865 shares; 2025Q1: 13,813 shares; 2025Q2: 12,781 shares; 2025Q3: 11,697 shares; 2025Q4: 10,888 shares 10,888 $1.2M 0.02% -809 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,830 shares; 2024Q4: 12,587 shares; 2025Q1: 12,991 shares; 2025Q2: 19,348 shares; 2025Q3: 19,806 shares; 2025Q4: 6,879 shares 6,879 $1.19M 0.02% -12,927 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,762 shares; 2024Q4: 229,079 shares; 2025Q1: 226,319 shares; 2025Q2: 10,365 shares; 2025Q3: 7,449 shares; 2025Q4: 7,708 shares 7,708 $1.19M 0.02% +259 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: 1,598 shares; 2024Q4: 6,552 shares; 2025Q1: 6,658 shares; 2025Q2: 6,807 shares; 2025Q3: 7,328 shares; 2025Q4: 7,366 shares 7,366 $1.18M 0.02% +38 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 3,652 shares; 2025Q1: 3,389 shares; 2025Q2: 4,185 shares; 2025Q3: 4,209 shares; 2025Q4: 3,970 shares 3,970 $1.18M 0.02% -239 Timeline PFM 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: 23,773 shares; 2025Q1: 23,130 shares; 2025Q2: 23,066 shares; 2025Q3: 22,911 shares; 2025Q4: 22,734 shares 22,734 $1.17M 0.02% -177 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: 1,180 shares; 2025Q2: 2,596 shares; 2025Q3: 2,407 shares; 2025Q4: 2,479 shares 2,479 $1.16M 0.02% +72 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,118 shares; 2025Q1: 2,128 shares; 2025Q2: 5,800 shares; 2025Q3: 5,767 shares; 2025Q4: 5,622 shares 5,622 $1.14M 0.02% -145 Timeline PFEB 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: 34,101 shares; 2024Q4: 29,674 shares; 2025Q1: 36,766 shares; 2025Q2: 36,766 shares; 2025Q3: 36,766 shares; 2025Q4: 28,007 shares 28,007 $1.14M 0.02% -8,759 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,832 shares; 2025Q1: 9,284 shares; 2025Q2: 11,159 shares; 2025Q3: 11,521 shares; 2025Q4: 11,039 shares 11,039 $1.11M 0.02% -482 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 1,674 shares; 2025Q1: 1,704 shares; 2025Q2: 1,908 shares; 2025Q3: 2,328 shares; 2025Q4: 2,373 shares 2,373 $1.11M 0.02% +45 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: 15,182 shares; 2024Q4: 11,072 shares; 2025Q1: 9,875 shares; 2025Q2: 9,766 shares; 2025Q3: 9,588 shares; 2025Q4: 12,175 shares 12,175 $1.11M 0.02% +2,587 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,748 shares; 2025Q1: 1,735 shares; 2025Q2: 6,365 shares; 2025Q3: 5,563 shares; 2025Q4: 5,888 shares 5,888 $1.11M 0.02% +325 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,598 shares; 2024Q4: 8,425 shares; 2025Q1: 7,848 shares; 2025Q2: 7,168 shares; 2025Q3: 6,415 shares; 2025Q4: 6,298 shares 6,298 $1.11M 0.02% -117 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,257 shares; 2024Q4: 98,786 shares; 2025Q1: 83,687 shares; 2025Q2: 77,654 shares; 2025Q3: 58,212 shares; 2025Q4: 52,188 shares 52,188 $1.1M 0.02% -6,024 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,753 shares; 2025Q1: not reported; 2025Q2: 12,556 shares; 2025Q3: 26,742 shares; 2025Q4: 27,089 shares 27,089 $1.09M 0.02% +347 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,341 shares; 2025Q1: 14,341 shares; 2025Q2: 14,355 shares; 2025Q3: 14,355 shares; 2025Q4: 14,355 shares 14,355 $1.08M 0.02% 0 Timeline FNDC 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: 30,944 shares; 2024Q4: 22,162 shares; 2025Q1: 20,842 shares; 2025Q2: 20,924 shares; 2025Q3: 20,848 shares; 2025Q4: 24,218 shares 24,218 $1.08M 0.02% +3,370 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,781 shares; 2025Q4: 50,781 shares 50,781 $1.08M 0.02% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,127 shares; 2024Q4: 17,507 shares; 2025Q1: 16,124 shares; 2025Q2: 15,661 shares; 2025Q3: 15,978 shares; 2025Q4: 11,633 shares 11,633 $1.08M 0.02% -4,345 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,763 shares; 2025Q1: 7,531 shares; 2025Q2: 7,421 shares; 2025Q3: 7,439 shares; 2025Q4: 7,458 shares 7,458 $1.07M 0.02% +19 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,855 shares; 2024Q4: 18,527 shares; 2025Q1: 12,263 shares; 2025Q2: 24,798 shares; 2025Q3: 23,961 shares; 2025Q4: 21,925 shares 21,925 $1.07M 0.02% -2,036 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 3,989 shares; 2025Q1: 5,057 shares; 2025Q2: 5,647 shares; 2025Q3: 5,417 shares; 2025Q4: 5,409 shares 5,409 $1.07M 0.02% -8 Timeline STPZ 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: 24,289 shares; 2025Q4: 19,815 shares 19,815 $1.06M 0.02% -4,474 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,478 shares; 2024Q4: 65,473 shares; 2025Q1: 65,470 shares; 2025Q2: 65,470 shares; 2025Q3: 65,470 shares; 2025Q4: 65,470 shares 65,470 $1.05M 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,469 shares; 2025Q1: 6,627 shares; 2025Q2: 6,549 shares; 2025Q3: 6,394 shares; 2025Q4: 6,414 shares 6,414 $1.04M 0.01% +20 Timeline IGEB 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: 23,322 shares; 2025Q3: 23,103 shares; 2025Q4: 22,792 shares 22,792 $1.04M 0.01% -311 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,714 shares; 2025Q1: 3,777 shares; 2025Q2: 3,857 shares; 2025Q3: 3,917 shares; 2025Q4: 4,936 shares 4,936 $1.03M 0.01% +1,019 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 2,089 shares; 2025Q1: 1,788 shares; 2025Q2: 6,982 shares; 2025Q3: 3,021 shares; 2025Q4: 2,935 shares 2,935 $1.03M 0.01% -86 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,115 shares; 2025Q4: 38,669 shares 38,669 $1.02M 0.01% +7,554 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,752 shares; 2025Q1: 35,765 shares; 2025Q2: 37,889 shares; 2025Q3: 38,543 shares; 2025Q4: 39,866 shares 39,866 $1.02M 0.01% +1,323 Timeline JGRO 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: 10,918 shares; 2025Q4: 10,900 shares 10,900 $1.01M 0.01% -18 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: 2,513 shares; 2025Q1: 2,605 shares; 2025Q2: 2,821 shares; 2025Q3: 2,949 shares; 2025Q4: 2,999 shares 2,999 $1.01M 0.01% +50 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: not reported; 2024Q4: 8,023 shares; 2025Q1: 5,342 shares; 2025Q2: 4,655 shares; 2025Q3: 4,746 shares; 2025Q4: 4,886 shares 4,886 $998K 0.01% +140 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,842 shares; 2025Q4: 19,667 shares 19,667 $996K 0.01% -175 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,938 shares; 2025Q2: 30,069 shares; 2025Q3: 30,069 shares; 2025Q4: 30,069 shares 30,069 $993K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,869 shares; 2024Q4: 131,784 shares; 2025Q1: 186,811 shares; 2025Q2: 181,743 shares; 2025Q3: 172,549 shares; 2025Q4: 26,770 shares 26,770 $991K 0.01% -145,779 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 8,845 shares; 2025Q1: 8,939 shares; 2025Q2: 9,442 shares; 2025Q3: 12,112 shares; 2025Q4: 10,649 shares 10,649 $974K 0.01% -1,463 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,564 shares; 2025Q1: 10,491 shares; 2025Q2: 10,938 shares; 2025Q3: 10,234 shares; 2025Q4: 9,904 shares 9,904 $969K 0.01% -330 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: not reported; 2025Q3: 19,206 shares; 2025Q4: 19,257 shares 19,257 $963K 0.01% +51 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 15,531 shares; 2025Q1: 13,677 shares; 2025Q2: 14,098 shares; 2025Q3: 16,610 shares; 2025Q4: 17,996 shares 17,996 $960K 0.01% +1,386 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,963 shares; 2025Q1: 2,630 shares; 2025Q2: 2,671 shares; 2025Q3: 2,271 shares; 2025Q4: 2,144 shares 2,144 $954K 0.01% -127 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,626 shares; 2025Q1: 3,490 shares; 2025Q2: 6,458 shares; 2025Q3: 6,703 shares; 2025Q4: 10,547 shares 10,547 $949K 0.01% +3,844 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: 8,499 shares; 2024Q4: 25,642 shares; 2025Q1: 10,585 shares; 2025Q2: 9,807 shares; 2025Q3: 14,131 shares; 2025Q4: 35,042 shares 35,042 $943K 0.01% +20,911 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,657 shares; 2024Q4: 23,712 shares; 2025Q1: 23,679 shares; 2025Q2: 23,717 shares; 2025Q3: 23,717 shares; 2025Q4: 23,690 shares 23,690 $942K 0.01% -27 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,464 shares; 2025Q1: 30,887 shares; 2025Q2: 24,589 shares; 2025Q3: 24,520 shares; 2025Q4: 24,520 shares 24,520 $941K 0.01% 0 Timeline IAK 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: 61,038 shares; 2025Q1: 112,787 shares; 2025Q2: 218,926 shares; 2025Q3: 244,175 shares; 2025Q4: 6,901 shares 6,901 $940K 0.01% -237,274 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,436 shares; 2024Q4: 11,723 shares; 2025Q1: 11,997 shares; 2025Q2: 11,106 shares; 2025Q3: 11,880 shares; 2025Q4: 14,010 shares 14,010 $939K 0.01% +2,130 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,150 shares; 2024Q4: 15,900 shares; 2025Q1: 15,937 shares; 2025Q2: 17,974 shares; 2025Q3: 18,162 shares; 2025Q4: 18,334 shares 18,334 $926K 0.01% +172 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,497 shares; 2025Q4: 6,545 shares 6,545 $926K 0.01% +1,048 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 671 shares; 2025Q2: 1,861 shares; 2025Q3: 2,238 shares; 2025Q4: 2,475 shares 2,475 $924K 0.01% +237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,009 shares 8,009 $922K 0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,893 shares; 2025Q1: 8,893 shares; 2025Q2: 8,897 shares; 2025Q3: 8,743 shares; 2025Q4: 8,760 shares 8,760 $920K 0.01% +17 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,666 shares; 2025Q4: 27,041 shares 27,041 $914K 0.01% +1,375 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,366 shares; 2024Q4: 51,638 shares; 2025Q1: 50,102 shares; 2025Q2: 50,099 shares; 2025Q3: 50,098 shares; 2025Q4: 50,098 shares 50,098 $913K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,469 shares; 2024Q4: 12,029 shares; 2025Q1: 7,413 shares; 2025Q2: 13,856 shares; 2025Q3: 10,664 shares; 2025Q4: 10,569 shares 10,569 $912K 0.01% -95 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,664 shares; 2025Q1: 16,914 shares; 2025Q2: 16,400 shares; 2025Q3: 16,167 shares; 2025Q4: 18,482 shares 18,482 $887K 0.01% +2,315 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 12,222 shares; 2025Q1: 12,651 shares; 2025Q2: 10,621 shares; 2025Q3: 10,280 shares; 2025Q4: 11,000 shares 11,000 $869K 0.01% +720 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,885 shares; 2025Q4: 20,219 shares 20,219 $866K 0.01% +12,334 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 889 shares; 2025Q2: 503 shares; 2025Q3: 820 shares; 2025Q4: 808 shares 808 $865K 0.01% -12 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: 5,010 shares; 2024Q4: 6,078 shares; 2025Q1: 6,864 shares; 2025Q2: 6,984 shares; 2025Q3: 7,643 shares; 2025Q4: 7,791 shares 7,791 $859K 0.01% +148 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: 19,524 shares; 2024Q4: 19,524 shares; 2025Q1: 19,604 shares; 2025Q2: 19,709 shares; 2025Q3: 19,916 shares; 2025Q4: 20,230 shares 20,230 $859K 0.01% +314 Timeline VONE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: 2,758 shares 2,758 $852K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,532 shares; 2024Q4: 10,373 shares; 2025Q1: 10,342 shares; 2025Q2: 4,704 shares; 2025Q3: 11,330 shares; 2025Q4: 11,603 shares 11,603 $843K 0.01% +273 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,661 shares 3,661 $835K 0.01% new Timeline ROKU ROKU INC More: the full row for ROKU 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: 7,640 shares; 2025Q3: 7,671 shares; 2025Q4: 7,685 shares 7,685 $834K 0.01% +14 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: 5,983 shares; 2024Q4: 6,699 shares; 2025Q1: 7,569 shares; 2025Q2: 9,180 shares; 2025Q3: 9,543 shares; 2025Q4: 2,370 shares 2,370 $833K 0.01% -7,173 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: 5,104 shares; 2024Q4: 4,496 shares; 2025Q1: 4,223 shares; 2025Q2: 4,295 shares; 2025Q3: 4,600 shares; 2025Q4: 4,576 shares 4,576 $829K 0.01% -24 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,324 shares; 2024Q4: 42,952 shares; 2025Q1: 43,279 shares; 2025Q2: 41,905 shares; 2025Q3: 44,204 shares; 2025Q4: 47,786 shares 47,786 $827K 0.01% +3,582 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 9,055 shares; 2025Q1: 10,956 shares; 2025Q2: 10,215 shares; 2025Q3: 13,624 shares; 2025Q4: 12,110 shares 12,110 $814K 0.01% -1,514 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,881 shares; 2025Q1: 13,166 shares; 2025Q2: 12,646 shares; 2025Q3: 11,420 shares; 2025Q4: 10,987 shares 10,987 $809K 0.01% -433 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,537 shares; 2024Q4: 8,537 shares; 2025Q1: 8,425 shares; 2025Q2: 8,425 shares; 2025Q3: 8,425 shares; 2025Q4: 8,350 shares 8,350 $809K 0.01% -75 Timeline EEMV 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: 13,322 shares; 2025Q1: 11,968 shares; 2025Q2: 13,807 shares; 2025Q3: 12,588 shares; 2025Q4: 12,575 shares 12,575 $805K 0.01% -13 Timeline IMCB 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: 13,209 shares; 2024Q4: 11,968 shares; 2025Q1: 10,495 shares; 2025Q2: 8,522 shares; 2025Q3: 9,762 shares; 2025Q4: 9,733 shares 9,733 $805K 0.01% -29 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: 579 shares; 2025Q1: 494 shares; 2025Q2: 536 shares; 2025Q3: 695 shares; 2025Q4: 751 shares 751 $804K 0.01% +56 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: 1,453 shares; 2024Q4: 2,971 shares; 2025Q1: 3,444 shares; 2025Q2: 3,701 shares; 2025Q3: 3,741 shares; 2025Q4: 3,793 shares 3,793 $804K 0.01% +52 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,932 shares; 2025Q1: 11,078 shares; 2025Q2: 12,042 shares; 2025Q3: 12,088 shares; 2025Q4: 11,728 shares 11,728 $799K 0.01% -360 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,623 shares; 2025Q4: 8,651 shares 8,651 $798K 0.01% +1,028 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 11,171 shares; 2025Q1: 11,249 shares; 2025Q2: 10,672 shares; 2025Q3: 9,184 shares; 2025Q4: 9,331 shares 9,331 $795K 0.01% +147 Timeline PNBK PATRIOT NATL BANCORP INC More: the full row for PATRIOT NATL BANCORP 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: 434,748 shares; 2025Q3: 434,748 shares; 2025Q4: 434,748 shares 434,748 $791K 0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,000 shares; 2025Q1: 49,131 shares; 2025Q2: 33,002 shares; 2025Q3: 29,040 shares; 2025Q4: 21,667 shares 21,667 $791K 0.01% -7,373 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,424 shares; 2025Q1: 4,316 shares; 2025Q2: 6,372 shares; 2025Q3: 6,931 shares; 2025Q4: 6,884 shares 6,884 $784K 0.01% -47 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,582 shares; 2025Q1: 16,766 shares; 2025Q2: 16,095 shares; 2025Q3: 15,488 shares; 2025Q4: 15,424 shares 15,424 $783K 0.01% -64 Timeline CRBN 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: 3,959 shares; 2024Q4: 3,581 shares; 2025Q1: 3,158 shares; 2025Q2: 7,009 shares; 2025Q3: 3,473 shares; 2025Q4: 3,386 shares 3,386 $781K 0.01% -87 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,049 shares; 2024Q4: 5,811 shares; 2025Q1: 4,887 shares; 2025Q2: 4,829 shares; 2025Q3: 5,891 shares; 2025Q4: 5,405 shares 5,405 $779K 0.01% -486 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,785 shares; 2025Q1: 21,492 shares; 2025Q2: 16,149 shares; 2025Q3: 14,728 shares; 2025Q4: 14,376 shares 14,376 $775K 0.01% -352 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 3,755 shares; 2025Q1: 3,763 shares; 2025Q2: 3,763 shares; 2025Q3: 3,721 shares; 2025Q4: 3,697 shares 3,697 $768K 0.01% -24 Timeline JVAL 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: 10,152 shares; 2024Q4: 11,969 shares; 2025Q1: 7,996 shares; 2025Q2: 7,996 shares; 2025Q3: 19,225 shares; 2025Q4: 15,638 shares 15,638 $768K 0.01% -3,587 Timeline IWY 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: 890 shares; 2025Q3: 1,643 shares; 2025Q4: 2,761 shares 2,761 $765K 0.01% +1,118 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,779 shares; 2024Q4: 9,225 shares; 2025Q1: 6,479 shares; 2025Q2: 6,958 shares; 2025Q3: 6,307 shares; 2025Q4: 5,808 shares 5,808 $764K 0.01% -499 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: 20,486 shares; 2024Q4: 19,637 shares; 2025Q1: 29,930 shares; 2025Q2: 23,830 shares; 2025Q3: 27,418 shares; 2025Q4: 6,911 shares 6,911 $761K 0.01% -20,507 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,202 shares; 2025Q1: 4,961 shares; 2025Q2: 5,757 shares; 2025Q3: 3,114 shares; 2025Q4: 4,440 shares 4,440 $760K 0.01% +1,326 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: not reported; 2024Q4: 567 shares; 2025Q1: 708 shares; 2025Q2: 1,265 shares; 2025Q3: 1,311 shares; 2025Q4: 1,331 shares 1,331 $759K 0.01% +20 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,205 shares; 2024Q4: 16,320 shares; 2025Q1: 15,798 shares; 2025Q2: 15,815 shares; 2025Q3: 15,815 shares; 2025Q4: 16,497 shares 16,497 $751K 0.01% +682 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: not reported; 2024Q4: 7,237 shares; 2025Q1: 2,190 shares; 2025Q2: 1,135 shares; 2025Q3: 2,584 shares; 2025Q4: 2,589 shares 2,589 $745K 0.01% +5 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,454 shares; 2025Q1: 2,483 shares; 2025Q2: 2,615 shares; 2025Q3: 2,631 shares; 2025Q4: 2,595 shares 2,595 $735K 0.01% -36 Timeline VTWV 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: 7,056 shares; 2024Q4: 5,307 shares; 2025Q1: 4,759 shares; 2025Q2: 4,707 shares; 2025Q3: 4,572 shares; 2025Q4: 4,592 shares 4,592 $734K 0.01% +20 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 734 shares; 2025Q4: 1,086 shares 1,086 $732K 0.01% +352 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,263 shares; 2025Q1: 8,214 shares; 2025Q2: 8,238 shares; 2025Q3: 7,374 shares; 2025Q4: 7,380 shares 7,380 $731K 0.01% +6 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,426 shares 1,426 $728K 0.01% +16 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,871 shares; 2025Q3: 9,517 shares; 2025Q4: 9,496 shares 9,496 $723K 0.01% -21 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,094 shares; 2025Q4: 11,095 shares 11,095 $721K 0.01% +1 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 3,580 shares; 2025Q1: 3,622 shares; 2025Q2: 4,083 shares; 2025Q3: 4,472 shares; 2025Q4: 4,474 shares 4,474 $720K 0.01% +2 Timeline PMBS 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: 13,259 shares; 2025Q4: 14,407 shares 14,407 $716K 0.01% +1,148 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,293 shares; 2025Q1: 1,303 shares; 2025Q2: 1,962 shares; 2025Q3: 1,890 shares; 2025Q4: 1,867 shares 1,867 $716K 0.01% -23 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,950 shares; 2025Q1: 19,968 shares; 2025Q2: 18,057 shares; 2025Q3: 18,090 shares; 2025Q4: 18,231 shares 18,231 $705K 0.01% +141 Timeline JPIN 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: 10,280 shares; 2025Q4: 10,262 shares 10,262 $699K 0.01% -18 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,300 shares; 2024Q4: 22,215 shares; 2025Q1: 21,230 shares; 2025Q2: 22,022 shares; 2025Q3: 22,654 shares; 2025Q4: 24,223 shares 24,223 $698K 0.01% +1,569 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,774 shares; 2025Q4: 6,054 shares 6,054 $698K 0.01% +2,280 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,730 shares; 2025Q1: 4,679 shares; 2025Q2: 5,929 shares; 2025Q3: 5,302 shares; 2025Q4: 3,959 shares 3,959 $695K 0.01% -1,343 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 7,970 shares; 2025Q1: 8,094 shares; 2025Q2: 9,207 shares; 2025Q3: 8,109 shares; 2025Q4: 8,094 shares 8,094 $692K 0.01% -15 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,848 shares; 2024Q4: 122,110 shares; 2025Q1: 119,835 shares; 2025Q2: 116,441 shares; 2025Q3: 12,043 shares; 2025Q4: 12,043 shares 12,043 $692K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,058 shares; 2024Q4: 9,822 shares; 2025Q1: 13,035 shares; 2025Q2: 20,479 shares; 2025Q3: 18,613 shares; 2025Q4: 23,151 shares 23,151 $692K 0.01% +4,538 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 403 shares; 2025Q1: 476 shares; 2025Q2: 460 shares; 2025Q3: 699 shares; 2025Q4: 568 shares 568 $690K 0.01% -131 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,299 shares; 2025Q1: 2,087 shares; 2025Q2: 1,876 shares; 2025Q3: 1,939 shares; 2025Q4: 1,948 shares 1,948 $687K 0.01% +9 Timeline