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: 174,972 shares; 2024Q4: 178,443 shares; 2025Q1: 188,782 shares; 2025Q2: 178,008 shares; 2025Q3: 177,541 shares; 2025Q4: 174,081 shares 174,081 $111M 16.83% -3,460 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: 172,037 shares; 2024Q4: 171,770 shares; 2025Q1: 186,826 shares; 2025Q2: 169,430 shares; 2025Q3: 171,081 shares; 2025Q4: 175,086 shares 175,086 $86.2M 13.04% +4,005 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408,794 shares; 2024Q4: 1,802,695 shares; 2025Q1: 1,807,641 shares; 2025Q2: 1,930,818 shares; 2025Q3: 1,999,630 shares; 2025Q4: 1,532,303 shares 1,532,303 $76.1M 11.51% -467,327 Timeline SCHR 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: 980,394 shares; 2024Q4: 1,860,248 shares; 2025Q1: 1,771,899 shares; 2025Q2: 1,759,046 shares; 2025Q3: 1,806,857 shares; 2025Q4: 2,783,217 shares 2,783,217 $69.8M 10.55% +976,360 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: not reported; 2024Q4: 431,560 shares; 2025Q1: 917,926 shares; 2025Q2: 1,421,212 shares; 2025Q3: 1,477,574 shares; 2025Q4: 1,172,033 shares 1,172,033 $59.4M 8.98% -305,541 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: 237,755 shares; 2024Q4: 252,696 shares; 2025Q1: 257,809 shares; 2025Q2: 254,185 shares; 2025Q3: 261,047 shares; 2025Q4: 264,300 shares 264,300 $52M 7.87% +3,253 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: 1,090,108 shares; 2024Q4: 1,050,079 shares; 2025Q1: 538,227 shares; 2025Q2: 520,833 shares; 2025Q3: 530,010 shares; 2025Q4: 1,009,529 shares 1,009,529 $46.6M 7.04% +479,519 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: 130,185 shares; 2024Q4: 138,643 shares; 2025Q1: 142,748 shares; 2025Q2: 134,724 shares; 2025Q3: 137,804 shares; 2025Q4: 138,104 shares 138,104 $31.2M 4.71% +300 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: 1,722,659 shares; 2024Q4: 1,445,109 shares; 2025Q1: 1,289,342 shares; 2025Q2: 917,431 shares; 2025Q3: 950,856 shares; 2025Q4: 978,112 shares 978,112 $28.6M 4.33% +27,256 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: 68,952 shares; 2024Q4: 70,807 shares; 2025Q1: 78,887 shares; 2025Q2: 74,542 shares; 2025Q3: 71,279 shares; 2025Q4: 65,994 shares 65,994 $18M 2.72% -5,285 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: 61,893 shares; 2024Q4: 64,025 shares; 2025Q1: 69,492 shares; 2025Q2: 63,995 shares; 2025Q3: 62,391 shares; 2025Q4: 58,341 shares 58,341 $17.5M 2.64% -4,050 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,089 shares; 2025Q3: 121,186 shares; 2025Q4: 156,172 shares 156,172 $13.3M 2.02% +34,986 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: 78,471 shares; 2024Q4: 80,579 shares; 2025Q1: 95,536 shares; 2025Q2: 79,397 shares; 2025Q3: 48,614 shares; 2025Q4: 47,015 shares 47,015 $12.2M 1.85% -1,599 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: 94,697 shares; 2024Q4: 78,139 shares; 2025Q1: 78,223 shares; 2025Q2: 72,091 shares; 2025Q3: 72,420 shares; 2025Q4: 91,337 shares 91,337 $6.48M 0.98% +18,917 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: 16,685 shares; 2024Q4: 16,685 shares; 2025Q1: 16,685 shares; 2025Q2: 16,685 shares; 2025Q3: 16,685 shares; 2025Q4: 16,373 shares 16,373 $5.45M 0.82% -312 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: 2,304 shares; 2024Q4: 2,453 shares; 2025Q1: not reported; 2025Q2: 18,678 shares; 2025Q3: 19,881 shares; 2025Q4: 22,513 shares 22,513 $2.26M 0.34% +2,632 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: 10,707 shares; 2024Q4: 9,825 shares; 2025Q1: 9,994 shares; 2025Q2: 9,994 shares; 2025Q3: 9,994 shares; 2025Q4: 9,346 shares 9,346 $1.96M 0.3% -648 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: 3,386 shares; 2024Q4: 4,059 shares; 2025Q1: 4,063 shares; 2025Q2: 4,049 shares; 2025Q3: 4,070 shares; 2025Q4: 4,107 shares 4,107 $1.96M 0.3% +37 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: 5,115 shares; 2024Q4: 7,075 shares; 2025Q1: 11,833 shares; 2025Q2: 10,926 shares; 2025Q3: 10,891 shares; 2025Q4: 9,910 shares 9,910 $1.83M 0.28% -981 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: 4,988 shares; 2024Q4: 4,439 shares; 2025Q1: 4,662 shares; 2025Q2: 4,663 shares; 2025Q3: 4,712 shares; 2025Q4: 4,885 shares 4,885 $1.62M 0.25% +173 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,327 shares; 2025Q1: 2,417 shares; 2025Q2: 2,417 shares; 2025Q3: 2,428 shares; 2025Q4: 2,476 shares 2,476 $1.59M 0.24% +48 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,040 shares; 2024Q4: 31,040 shares; 2025Q1: 31,040 shares; 2025Q2: 31,040 shares; 2025Q3: 31,040 shares; 2025Q4: 31,040 shares 31,040 $1.47M 0.22% 0 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: 4,042 shares; 2024Q4: 4,459 shares; 2025Q1: 6,799 shares; 2025Q2: 4,734 shares; 2025Q3: 5,238 shares; 2025Q4: 5,531 shares 5,531 $1.36M 0.21% +293 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: 194,704 shares; 2024Q4: 195,952 shares; 2025Q1: 215,140 shares; 2025Q2: 25,475 shares; 2025Q3: 25,187 shares; 2025Q4: 25,340 shares 25,340 $1.19M 0.18% +153 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: 3,501 shares; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares; 2025Q4: 3,471 shares 3,471 $1.09M 0.17% 0 Timeline MGV 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: 7,380 shares; 2024Q4: 7,380 shares; 2025Q1: 7,261 shares; 2025Q2: 7,126 shares; 2025Q3: 7,126 shares; 2025Q4: 7,126 shares 7,126 $1.04M 0.16% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,231 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,129 shares 2,129 $899K 0.14% -41 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: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,722 shares; 2025Q4: 1,722 shares 1,722 $591K 0.09% 0 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: 1,687 shares; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,643 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares 1,631 $572K 0.09% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,544 shares; 2024Q4: 10,544 shares; 2025Q1: 10,544 shares; 2025Q2: 10,965 shares; 2025Q3: 10,545 shares; 2025Q4: 9,137 shares 9,137 $538K 0.08% -1,408 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: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 886 shares; 2025Q3: 826 shares; 2025Q4: 736 shares 736 $464K 0.07% -90 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,722 shares; 2024Q4: 9,722 shares; 2025Q1: 9,723 shares; 2025Q2: 8,157 shares; 2025Q3: 8,198 shares; 2025Q4: 7,587 shares 7,587 $455K 0.07% -611 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: 2,254 shares; 2024Q4: 2,254 shares; 2025Q1: 2,821 shares; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 2,794 shares 2,794 $454K 0.07% +27 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: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,291 shares; 2025Q3: 1,291 shares; 2025Q4: 1,376 shares 1,376 $446K 0.07% +85 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $417K 0.06% 0 Timeline JMUB 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: 4,462 shares; 2025Q4: 8,174 shares 8,174 $415K 0.06% +3,712 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: 2,272 shares; 2024Q4: 2,272 shares; 2025Q1: 1,916 shares; 2025Q2: 1,916 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares 1,702 $408K 0.06% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 2,213 shares; 2025Q3: 2,213 shares; 2025Q4: 2,213 shares 2,213 $406K 0.06% 0 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: 3,257 shares; 2024Q4: 3,257 shares; 2025Q1: 3,257 shares; 2025Q2: 3,257 shares; 2025Q3: 3,257 shares; 2025Q4: 3,156 shares 3,156 $356K 0.05% -101 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,416 shares; 2025Q1: not reported; 2025Q2: 3,348 shares; 2025Q3: 3,296 shares; 2025Q4: 3,110 shares 3,110 $343K 0.05% -186 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: 2,475 shares; 2024Q4: 2,745 shares; 2025Q1: 2,705 shares; 2025Q2: 2,545 shares; 2025Q3: 2,545 shares; 2025Q4: 2,546 shares 2,546 $316K 0.05% +1 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: 968 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 993 shares; 2025Q4: 993 shares 993 $310K 0.05% 0 Timeline PSLV 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: not reported; 2025Q2: not reported; 2025Q3: 10,431 shares; 2025Q4: 10,969 shares 10,969 $309K 0.05% +538 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,031 shares; 2025Q3: 1,032 shares; 2025Q4: 2,066 shares 2,066 $303K 0.05% +1,034 Timeline FUTY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,384 shares 5,384 $298K 0.04% new Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 1,575 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares 1,375 $266K 0.04% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,685 shares; 2025Q3: 2,870 shares; 2025Q4: 3,223 shares 3,223 $257K 0.04% +353 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: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $251K 0.04% 0 Timeline XVV 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: 6,375 shares; 2024Q4: 6,184 shares; 2025Q1: 6,254 shares; 2025Q2: 5,125 shares; 2025Q3: 4,934 shares; 2025Q4: 4,666 shares 4,666 $250K 0.04% -268 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 486 shares; 2025Q4: 497 shares 497 $223K 0.03% +11 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares 1,868 $204K 0.03% new Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,705 shares; 2024Q4: 13,705 shares; 2025Q1: 13,705 shares; 2025Q2: 13,705 shares; 2025Q3: 13,705 shares; 2025Q4: 13,705 shares 13,705 $197K 0.03% 0 Timeline