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: 257,294 shares; 2024Q4: 256,581 shares; 2025Q1: 256,669 shares; 2025Q2: 254,513 shares; 2025Q3: 254,150 shares; 2025Q4: 252,176 shares 252,176 $88.6M 24.06% -1,974 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: 42,096 shares; 2024Q4: 42,605 shares; 2025Q1: 43,862 shares; 2025Q2: 45,801 shares; 2025Q3: 45,229 shares; 2025Q4: 44,193 shares 44,193 $27.7M 7.52% -1,036 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: 164,460 shares; 2024Q4: 167,130 shares; 2025Q1: 171,646 shares; 2025Q2: 173,951 shares; 2025Q3: 173,494 shares; 2025Q4: 170,351 shares 170,351 $20.5M 5.56% -3,143 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: 65,215 shares; 2024Q4: 65,436 shares; 2025Q1: 69,424 shares; 2025Q2: 65,363 shares; 2025Q3: 64,993 shares; 2025Q4: 63,058 shares 63,058 $17.1M 4.65% -1,935 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: 172,030 shares; 2024Q4: 174,318 shares; 2025Q1: 172,645 shares; 2025Q2: 178,132 shares; 2025Q3: 188,501 shares; 2025Q4: 192,667 shares 192,667 $14.5M 3.95% +4,166 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: 21,156 shares; 2024Q4: 22,654 shares; 2025Q1: 24,220 shares; 2025Q2: 24,616 shares; 2025Q3: 25,994 shares; 2025Q4: 25,878 shares 25,878 $12.6M 3.43% -116 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: 45,424 shares; 2024Q4: 48,167 shares; 2025Q1: 49,314 shares; 2025Q2: 53,974 shares; 2025Q3: 54,774 shares; 2025Q4: 54,630 shares 54,630 $12M 3.26% -144 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: 48,452 shares; 2024Q4: 52,673 shares; 2025Q1: 56,712 shares; 2025Q2: 56,057 shares; 2025Q3: 59,095 shares; 2025Q4: 59,763 shares 59,763 $11.4M 3.1% +668 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: 15,932 shares; 2024Q4: 30,143 shares; 2025Q1: 31,980 shares; 2025Q2: 33,356 shares; 2025Q3: 34,180 shares; 2025Q4: 33,541 shares 33,541 $11.2M 3.05% -639 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: 3,808 shares; 2024Q4: 19,023 shares; 2025Q1: 19,094 shares; 2025Q2: 16,141 shares; 2025Q3: 16,171 shares; 2025Q4: 16,200 shares 16,200 $9.95M 2.7% +29 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: 17,011 shares; 2024Q4: 17,527 shares; 2025Q1: 19,051 shares; 2025Q2: 17,948 shares; 2025Q3: 18,021 shares; 2025Q4: 18,016 shares 18,016 $8.71M 2.37% -5 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,386 shares; 2024Q4: 82,179 shares; 2025Q1: 105,825 shares; 2025Q2: 119,051 shares; 2025Q3: 122,341 shares; 2025Q4: 125,820 shares 125,820 $5.6M 1.52% +3,479 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: 13,828 shares; 2024Q4: 15,171 shares; 2025Q1: 15,650 shares; 2025Q2: 15,762 shares; 2025Q3: 17,147 shares; 2025Q4: 16,863 shares 16,863 $4.35M 1.18% -284 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: not reported; 2024Q4: 5,861 shares; 2025Q1: 5,864 shares; 2025Q2: 5,865 shares; 2025Q3: 5,920 shares; 2025Q4: 5,896 shares 5,896 $4.02M 1.09% -24 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,792 shares; 2024Q4: 39,373 shares; 2025Q1: 49,677 shares; 2025Q2: 54,192 shares; 2025Q3: 56,706 shares; 2025Q4: 64,626 shares 64,626 $3.8M 1.03% +7,920 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,017 shares; 2024Q4: 43,903 shares; 2025Q1: 70,621 shares; 2025Q2: 93,389 shares; 2025Q3: 98,838 shares; 2025Q4: 107,249 shares 107,249 $3.79M 1.03% +8,411 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: 5,409 shares; 2024Q4: 5,382 shares; 2025Q1: 5,240 shares; 2025Q2: 5,098 shares; 2025Q3: 5,020 shares; 2025Q4: 5,003 shares 5,003 $3.43M 0.93% -17 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: 33,697 shares; 2024Q4: 34,203 shares; 2025Q1: 34,203 shares; 2025Q2: 34,593 shares; 2025Q3: 36,308 shares; 2025Q4: 36,572 shares 36,572 $3.27M 0.89% +264 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: 1,354 shares; 2024Q4: 10,362 shares; 2025Q1: 10,864 shares; 2025Q2: 10,453 shares; 2025Q3: 10,544 shares; 2025Q4: 10,769 shares 10,769 $3.13M 0.85% +225 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: 22,897 shares; 2024Q4: 80,121 shares; 2025Q1: 91,554 shares; 2025Q2: 101,296 shares; 2025Q3: 101,860 shares; 2025Q4: 104,151 shares 104,151 $2.86M 0.78% +2,291 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: 24,998 shares; 2024Q4: 21,558 shares; 2025Q1: 20,141 shares; 2025Q2: 17,465 shares; 2025Q3: 15,318 shares; 2025Q4: 13,483 shares 13,483 $2.82M 0.77% -1,835 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,756 shares; 2025Q4: 36,074 shares 36,074 $2.68M 0.73% +28,318 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: 23,390 shares; 2024Q4: 23,324 shares; 2025Q1: 23,360 shares; 2025Q2: 23,385 shares; 2025Q3: 23,397 shares; 2025Q4: 23,557 shares 23,557 $2.62M 0.71% +160 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,054 shares; 2024Q4: 46,008 shares; 2025Q1: 43,859 shares; 2025Q2: 42,659 shares; 2025Q3: 43,950 shares; 2025Q4: 46,932 shares 46,932 $2.34M 0.64% +2,982 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,940 shares; 2025Q3: 2,943 shares; 2025Q4: 2,946 shares 2,946 $2.22M 0.6% +3 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: 7,731 shares; 2024Q4: 7,733 shares; 2025Q1: 7,735 shares; 2025Q2: 7,627 shares; 2025Q3: 6,990 shares; 2025Q4: 7,183 shares 7,183 $2.2M 0.6% +193 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: 7,724 shares; 2024Q4: 7,724 shares; 2025Q1: 7,508 shares; 2025Q2: 7,559 shares; 2025Q3: 7,400 shares; 2025Q4: 7,392 shares 7,392 $2.19M 0.59% -8 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,517 shares; 2024Q4: 43,534 shares; 2025Q1: 51,214 shares; 2025Q2: 51,413 shares; 2025Q3: 67,028 shares; 2025Q4: 71,861 shares 71,861 $2.12M 0.58% +4,833 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: not reported; 2024Q4: 3,319 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,304 shares; 2025Q4: 3,313 shares 3,313 $2M 0.54% +9 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,575 shares; 2024Q4: 16,694 shares; 2025Q1: 25,767 shares; 2025Q2: 43,405 shares; 2025Q3: 47,527 shares; 2025Q4: 51,886 shares 51,886 $1.85M 0.5% +4,359 Timeline CGCB 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: 10,746 shares; 2024Q4: 17,109 shares; 2025Q1: 27,961 shares; 2025Q2: 30,204 shares; 2025Q3: 30,759 shares; 2025Q4: 68,892 shares 68,892 $1.83M 0.5% +38,133 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,721 shares; 2025Q2: 16,040 shares; 2025Q3: 25,968 shares; 2025Q4: 29,265 shares 29,265 $1.75M 0.48% +3,297 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,985 shares; 2025Q1: 41,866 shares; 2025Q2: 48,080 shares; 2025Q3: 52,830 shares; 2025Q4: 55,349 shares 55,349 $1.69M 0.46% +2,519 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: 14,439 shares; 2024Q4: 13,667 shares; 2025Q1: 11,841 shares; 2025Q2: 11,676 shares; 2025Q3: 11,562 shares; 2025Q4: 11,730 shares 11,730 $1.68M 0.46% +168 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 5,508 shares; 2025Q1: 5,518 shares; 2025Q2: 5,506 shares; 2025Q3: 5,508 shares; 2025Q4: 5,240 shares 5,240 $1.64M 0.45% -268 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: 16,003 shares; 2024Q4: 16,262 shares; 2025Q1: 17,064 shares; 2025Q2: 18,149 shares; 2025Q3: 18,495 shares; 2025Q4: 17,890 shares 17,890 $1.64M 0.44% -605 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,868 shares; 2024Q4: 36,202 shares; 2025Q1: 38,047 shares; 2025Q2: 40,581 shares; 2025Q3: 40,875 shares; 2025Q4: 39,595 shares 39,595 $1.59M 0.43% -1,280 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: 7,155 shares; 2024Q4: 7,150 shares; 2025Q1: 6,887 shares; 2025Q2: 7,097 shares; 2025Q3: 7,118 shares; 2025Q4: 6,819 shares 6,819 $1.57M 0.43% -299 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: 10,509 shares; 2024Q4: 11,140 shares; 2025Q1: 11,859 shares; 2025Q2: 11,737 shares; 2025Q3: 10,826 shares; 2025Q4: 10,627 shares 10,627 $1.53M 0.41% -199 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: 4,545 shares; 2024Q4: 4,546 shares; 2025Q1: 4,861 shares; 2025Q2: 4,595 shares; 2025Q3: 4,596 shares; 2025Q4: 4,597 shares 4,597 $1.48M 0.4% +1 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,962 shares; 2024Q4: 22,025 shares; 2025Q1: 21,989 shares; 2025Q2: 22,036 shares; 2025Q3: 21,924 shares; 2025Q4: 21,998 shares 21,998 $1.45M 0.39% +74 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: 11,866 shares; 2024Q4: 11,927 shares; 2025Q1: 11,955 shares; 2025Q2: 13,413 shares; 2025Q3: 14,273 shares; 2025Q4: 15,907 shares 15,907 $1.39M 0.38% +1,634 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,603 shares; 2024Q4: 8,614 shares; 2025Q1: 8,625 shares; 2025Q2: 8,586 shares; 2025Q3: 8,592 shares; 2025Q4: 7,948 shares 7,948 $1.27M 0.35% -644 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: 11,974 shares; 2024Q4: 12,053 shares; 2025Q1: 12,730 shares; 2025Q2: 11,110 shares; 2025Q3: 11,138 shares; 2025Q4: 10,435 shares 10,435 $1.26M 0.34% -703 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: 2,284 shares; 2024Q4: 2,590 shares; 2025Q1: 4,416 shares; 2025Q2: 2,927 shares; 2025Q3: 3,111 shares; 2025Q4: 3,463 shares 3,463 $1.19M 0.32% +352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,805 shares; 2025Q4: 14,894 shares 14,894 $1.19M 0.32% +11,089 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,589 shares; 2024Q4: 23,630 shares; 2025Q1: 25,038 shares; 2025Q2: 25,480 shares; 2025Q3: 25,422 shares; 2025Q4: 26,559 shares 26,559 $1.16M 0.31% +1,137 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: 4,821 shares; 2024Q4: 5,560 shares; 2025Q1: 5,976 shares; 2025Q2: 5,315 shares; 2025Q3: 4,988 shares; 2025Q4: 5,002 shares 5,002 $1.14M 0.31% +14 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 6,164 shares; 2025Q1: 6,414 shares; 2025Q2: 6,426 shares; 2025Q3: 7,295 shares; 2025Q4: 7,363 shares 7,363 $1.12M 0.3% +68 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,640 shares; 2024Q4: 12,227 shares; 2025Q1: 12,944 shares; 2025Q2: 12,509 shares; 2025Q3: 13,416 shares; 2025Q4: 14,529 shares 14,529 $1.12M 0.3% +1,113 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: 1,254 shares; 2024Q4: 1,452 shares; 2025Q1: 1,495 shares; 2025Q2: 1,751 shares; 2025Q3: 1,838 shares; 2025Q4: 2,146 shares 2,146 $1.04M 0.28% +308 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: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,166 shares; 2025Q2: 2,206 shares; 2025Q3: 2,235 shares; 2025Q4: 2,270 shares 2,270 $1.01M 0.27% +35 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: 1,819 shares; 2024Q4: 1,931 shares; 2025Q1: 2,050 shares; 2025Q2: 1,982 shares; 2025Q3: 2,003 shares; 2025Q4: 1,982 shares 1,982 $996K 0.27% -21 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,681 shares; 2024Q4: 9,681 shares; 2025Q1: 10,122 shares; 2025Q2: 11,386 shares; 2025Q3: 13,052 shares; 2025Q4: 13,566 shares 13,566 $945K 0.26% +514 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 3,254 shares; 2025Q1: 3,254 shares; 2025Q2: 3,570 shares; 2025Q3: 3,781 shares; 2025Q4: 4,099 shares 4,099 $933K 0.25% +318 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: 12,349 shares; 2024Q4: 12,655 shares; 2025Q1: 12,521 shares; 2025Q2: 12,619 shares; 2025Q3: 12,999 shares; 2025Q4: 13,145 shares 13,145 $884K 0.24% +146 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,084 shares; 2024Q4: 15,170 shares; 2025Q1: 15,269 shares; 2025Q2: 15,339 shares; 2025Q3: 15,417 shares; 2025Q4: 15,098 shares 15,098 $871K 0.24% -319 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: 926 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,497 shares; 2025Q3: 1,696 shares; 2025Q4: 1,999 shares 1,999 $852K 0.23% +303 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: 955 shares; 2024Q4: 955 shares; 2025Q1: 911 shares; 2025Q2: 961 shares; 2025Q3: 962 shares; 2025Q4: 962 shares 962 $846K 0.23% 0 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: 1,190 shares; 2024Q4: 1,297 shares; 2025Q1: 1,498 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,456 shares 1,456 $831K 0.23% +125 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: 3,829 shares; 2024Q4: 3,825 shares; 2025Q1: 3,829 shares; 2025Q2: 3,833 shares; 2025Q3: 3,476 shares; 2025Q4: 3,963 shares 3,963 $820K 0.22% +487 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: 2,320 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 2,523 shares; 2025Q3: 2,382 shares; 2025Q4: 2,027 shares 2,027 $803K 0.22% -355 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: 876 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,985 shares; 2025Q3: 2,286 shares; 2025Q4: 2,948 shares 2,948 $800K 0.22% +662 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: 2,316 shares; 2024Q4: 2,545 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,547 shares; 2025Q4: 2,548 shares 2,548 $800K 0.22% +1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 7,283 shares; 2025Q1: 7,056 shares; 2025Q2: 16,380 shares; 2025Q3: 17,744 shares; 2025Q4: 19,672 shares 19,672 $789K 0.21% +1,928 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: 6,632 shares; 2024Q4: 6,698 shares; 2025Q1: 6,704 shares; 2025Q2: 6,342 shares; 2025Q3: 6,408 shares; 2025Q4: 6,154 shares 6,154 $771K 0.21% -254 Timeline CGCP 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: 23,026 shares; 2024Q4: 24,000 shares; 2025Q1: 24,237 shares; 2025Q2: 30,443 shares; 2025Q3: 33,178 shares; 2025Q4: 33,753 shares 33,753 $764K 0.21% +575 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: 7,575 shares; 2025Q1: 7,440 shares; 2025Q2: 7,889 shares; 2025Q3: 7,709 shares; 2025Q4: 9,930 shares 9,930 $735K 0.2% +2,221 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 1,449 shares; 2025Q3: 1,775 shares; 2025Q4: 2,348 shares 2,348 $733K 0.2% +573 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 1,275 shares; 2025Q3: 1,495 shares; 2025Q4: 2,085 shares 2,085 $719K 0.2% +590 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: 5,713 shares; 2024Q4: 5,716 shares; 2025Q1: 5,718 shares; 2025Q2: 5,721 shares; 2025Q3: 5,723 shares; 2025Q4: 5,725 shares 5,725 $706K 0.19% +2 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: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,926 shares 1,926 $694K 0.19% +6 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: 8,235 shares; 2024Q4: 8,664 shares; 2025Q1: 8,672 shares; 2025Q2: 8,687 shares; 2025Q3: 9,444 shares; 2025Q4: 11,063 shares 11,063 $691K 0.19% +1,619 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 2,358 shares; 2025Q3: 2,735 shares; 2025Q4: 3,053 shares 3,053 $681K 0.18% +318 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,999 shares; 2025Q1: 4,010 shares; 2025Q2: 5,493 shares; 2025Q3: 6,319 shares; 2025Q4: 7,165 shares 7,165 $662K 0.18% +846 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: 2,491 shares; 2024Q4: 3,274 shares; 2025Q1: 3,274 shares; 2025Q2: 4,158 shares; 2025Q3: 4,627 shares; 2025Q4: 5,790 shares 5,790 $650K 0.18% +1,163 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: 930 shares; 2024Q4: 930 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 969 shares 969 $640K 0.17% 0 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: 7,992 shares; 2024Q4: 7,996 shares; 2025Q1: 8,001 shares; 2025Q2: 8,006 shares; 2025Q3: 8,011 shares; 2025Q4: 7,956 shares 7,956 $639K 0.17% -55 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,354 shares 16,354 $623K 0.17% new 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: 4,932 shares; 2024Q4: 4,396 shares; 2025Q1: 4,403 shares; 2025Q2: 4,410 shares; 2025Q3: 4,454 shares; 2025Q4: 4,461 shares 4,461 $622K 0.17% +7 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: 14,092 shares; 2024Q4: 14,616 shares; 2025Q1: 15,523 shares; 2025Q2: 15,301 shares; 2025Q3: 14,645 shares; 2025Q4: 14,891 shares 14,891 $607K 0.16% +246 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,938 shares; 2025Q1: 1,539 shares; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,778 shares 1,778 $599K 0.16% +187 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 3,293 shares; 2025Q1: 3,304 shares; 2025Q2: 3,452 shares; 2025Q3: 4,195 shares; 2025Q4: 5,651 shares 5,651 $596K 0.16% +1,456 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: 7,694 shares; 2024Q4: 7,739 shares; 2025Q1: 7,739 shares; 2025Q2: 7,568 shares; 2025Q3: 7,694 shares; 2025Q4: 8,436 shares 8,436 $590K 0.16% +742 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: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: 1,304 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares 1,004 $575K 0.16% 0 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: 2,651 shares; 2024Q4: 2,654 shares; 2025Q1: 2,696 shares; 2025Q2: 2,698 shares; 2025Q3: 2,700 shares; 2025Q4: 2,703 shares 2,703 $573K 0.16% +3 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 6,829 shares 6,829 $560K 0.15% +1,329 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,227 shares; 2025Q3: 2,800 shares; 2025Q4: 3,920 shares 3,920 $535K 0.15% +1,120 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: 1,200 shares; 2024Q4: 717 shares; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 542 shares; 2025Q4: 493 shares 493 $530K 0.14% -49 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: 6,312 shares; 2024Q4: 6,312 shares; 2025Q1: 6,312 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $512K 0.14% 0 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,877 shares; 2024Q4: 22,877 shares; 2025Q1: 22,877 shares; 2025Q2: 22,877 shares; 2025Q3: 22,877 shares; 2025Q4: 22,877 shares 22,877 $508K 0.14% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 4,189 shares; 2025Q1: 4,589 shares; 2025Q2: 5,515 shares; 2025Q3: 4,753 shares; 2025Q4: 6,308 shares 6,308 $498K 0.14% +1,555 Timeline DCOR 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: 4,138 shares; 2025Q1: 6,258 shares; 2025Q2: 6,134 shares; 2025Q3: 6,592 shares; 2025Q4: 6,599 shares 6,599 $486K 0.13% +7 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: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares 1,484 $486K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,847 shares; 2025Q2: 2,702 shares; 2025Q3: 3,190 shares; 2025Q4: 3,904 shares 3,904 $479K 0.13% +714 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 810 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $470K 0.13% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 5,022 shares; 2025Q1: 5,022 shares; 2025Q2: 5,022 shares; 2025Q3: 5,022 shares; 2025Q4: 5,550 shares 5,550 $467K 0.13% +528 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: 4,578 shares; 2024Q4: 4,178 shares; 2025Q1: 4,179 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares; 2025Q4: 4,099 shares 4,099 $466K 0.13% -80 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: 21,108 shares; 2024Q4: 21,039 shares; 2025Q1: 19,991 shares; 2025Q2: 19,431 shares; 2025Q3: 19,339 shares; 2025Q4: 18,170 shares 18,170 $451K 0.12% -1,169 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: 1,633 shares; 2024Q4: 1,872 shares; 2025Q1: 1,469 shares; 2025Q2: 1,530 shares; 2025Q3: 1,653 shares; 2025Q4: 1,820 shares 1,820 $448K 0.12% +167 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares 719 $448K 0.12% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,279 shares; 2025Q1: 8,279 shares; 2025Q2: 11,876 shares; 2025Q3: 13,697 shares; 2025Q4: 16,064 shares 16,064 $442K 0.12% +2,367 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL 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: 4,525 shares; 2025Q3: 5,837 shares; 2025Q4: 7,687 shares 7,687 $420K 0.11% +1,850 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,082 shares; 2025Q3: 2,182 shares; 2025Q4: 2,207 shares 2,207 $392K 0.11% +25 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: 27,501 shares; 2024Q4: 25,632 shares; 2025Q1: 28,171 shares; 2025Q2: 23,636 shares; 2025Q3: 15,876 shares; 2025Q4: 15,726 shares 15,726 $392K 0.11% -150 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: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares 1,920 $381K 0.1% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 3,308 shares; 2025Q1: 3,308 shares; 2025Q2: 3,050 shares; 2025Q3: 3,202 shares; 2025Q4: 3,153 shares 3,153 $370K 0.1% -49 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: 1,702 shares; 2024Q4: 1,778 shares; 2025Q1: 1,784 shares; 2025Q2: 1,790 shares; 2025Q3: 1,797 shares; 2025Q4: 1,735 shares 1,735 $365K 0.1% -62 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: 3,854 shares; 2024Q4: 4,008 shares; 2025Q1: 4,011 shares; 2025Q2: 3,988 shares; 2025Q3: 3,938 shares; 2025Q4: 3,844 shares 3,844 $360K 0.1% -94 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 2,949 shares; 2025Q1: 3,746 shares; 2025Q2: 3,047 shares; 2025Q3: 2,930 shares; 2025Q4: 2,679 shares 2,679 $337K 0.09% -251 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: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares; 2025Q2: 3,352 shares; 2025Q3: 3,360 shares; 2025Q4: 3,367 shares 3,367 $336K 0.09% +7 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 3,500 shares 3,500 $328K 0.09% +3,150 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: 6,780 shares; 2024Q4: 6,686 shares; 2025Q1: 6,698 shares; 2025Q2: 6,712 shares; 2025Q3: 6,753 shares; 2025Q4: 6,767 shares 6,767 $311K 0.08% +14 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: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,932 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares 1,432 $311K 0.08% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares 1,402 $304K 0.08% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,199 shares; 2025Q3: 10,927 shares; 2025Q4: 14,374 shares 14,374 $291K 0.08% +3,447 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,927 shares; 2025Q1: 4,415 shares; 2025Q2: 4,425 shares; 2025Q3: 4,435 shares; 2025Q4: 4,444 shares 4,444 $289K 0.08% +9 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: not reported; 2024Q4: 1,206 shares; 2025Q1: 1,706 shares; 2025Q2: 1,479 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares 1,480 $288K 0.08% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,875 shares; 2025Q2: 1,427 shares; 2025Q3: 1,428 shares; 2025Q4: 1,561 shares 1,561 $286K 0.08% +133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 826 shares; 2025Q4: 826 shares 826 $286K 0.08% 0 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: 1,777 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,778 shares 1,778 $285K 0.08% 0 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: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,846 shares 1,846 $284K 0.08% +351 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: not reported; 2025Q4: 5,651 shares 5,651 $282K 0.08% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,304 shares; 2025Q3: 3,356 shares; 2025Q4: 3,359 shares 3,359 $278K 0.08% +3 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares 907 $266K 0.07% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 3,758 shares 3,758 $264K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,615 shares 2,615 $259K 0.07% new 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: 2,383 shares; 2024Q4: not reported; 2025Q1: 2,620 shares; 2025Q2: 2,666 shares; 2025Q3: 2,672 shares; 2025Q4: 2,726 shares 2,726 $259K 0.07% +54 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,813 shares; 2025Q4: 3,317 shares 3,317 $258K 0.07% +504 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,632 shares; 2025Q1: not reported; 2025Q2: 4,657 shares; 2025Q3: 4,677 shares; 2025Q4: 4,696 shares 4,696 $258K 0.07% +19 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: 1,960 shares; 2024Q4: 1,766 shares; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: 2,048 shares; 2025Q4: 1,327 shares 1,327 $247K 0.07% -721 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,106 shares; 2025Q1: 1,108 shares; 2025Q2: not reported; 2025Q3: 1,114 shares; 2025Q4: 1,273 shares 1,273 $247K 0.07% +159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,529 shares 4,529 $242K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,063 shares 3,063 $241K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460 shares 460 $240K 0.07% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 970 shares 970 $240K 0.07% +179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,518 shares 2,518 $237K 0.06% new 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: 876 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 819 shares 819 $236K 0.06% -200 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: 2,518 shares; 2024Q4: 2,468 shares; 2025Q1: 3,046 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,170 shares 2,170 $228K 0.06% new 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: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 684 shares 684 $226K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,580 shares; 2025Q3: 8,580 shares; 2025Q4: 8,580 shares 8,580 $225K 0.06% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $220K 0.06% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,588 shares 1,588 $215K 0.06% new Timeline MAS MASCO CORP More: the full row for MASCO 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: 3,338 shares 3,338 $212K 0.06% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,565 shares; 2025Q3: 6,081 shares; 2025Q4: 4,427 shares 4,427 $207K 0.06% -1,654 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: 628 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $205K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,573 shares 1,573 $205K 0.06% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares 2,071 $201K 0.05% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,955 shares; 2024Q4: 11,955 shares; 2025Q1: 11,955 shares; 2025Q2: 11,955 shares; 2025Q3: 11,955 shares; 2025Q4: 11,955 shares 11,955 $128K 0.03% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,201 shares; 2024Q4: 15,201 shares; 2025Q1: 15,201 shares; 2025Q2: 15,201 shares; 2025Q3: 15,201 shares; 2025Q4: 15,201 shares 15,201 $95.8K 0.03% 0 Timeline