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: 38,431 shares; 2024Q4: 39,273 shares; 2025Q1: 43,328 shares; 2025Q2: 45,218 shares; 2025Q3: 46,219 shares; 2025Q4: 46,260 shares 46,260 $28.4M 12.77% +41 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,721 shares; 2024Q4: 191,709 shares; 2025Q1: 205,978 shares; 2025Q2: 211,429 shares; 2025Q3: 220,809 shares; 2025Q4: 234,143 shares 234,143 $18.2M 8.2% +13,334 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: 153,662 shares; 2024Q4: 154,918 shares; 2025Q1: 160,202 shares; 2025Q2: 164,325 shares; 2025Q3: 172,423 shares; 2025Q4: 174,806 shares 174,806 $16.5M 7.4% +2,383 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,824 shares; 2024Q4: 99,503 shares; 2025Q1: 98,921 shares; 2025Q2: 102,965 shares; 2025Q3: 106,512 shares; 2025Q4: 107,900 shares 107,900 $12.3M 5.52% +1,388 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: 114,403 shares; 2024Q4: 125,231 shares; 2025Q1: 129,488 shares; 2025Q2: 134,238 shares; 2025Q3: 141,756 shares; 2025Q4: 141,876 shares 141,876 $10.5M 4.72% +120 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,283 shares; 2024Q4: 79,898 shares; 2025Q1: 97,653 shares; 2025Q2: 107,728 shares; 2025Q3: 114,633 shares; 2025Q4: 115,166 shares 115,166 $10.3M 4.63% +533 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,321 shares; 2025Q2: 77,023 shares; 2025Q3: 78,862 shares; 2025Q4: 78,676 shares 78,676 $9.58M 4.31% -186 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: 154,537 shares; 2024Q4: 332,352 shares; 2025Q1: 341,685 shares; 2025Q2: 341,775 shares; 2025Q3: 351,528 shares; 2025Q4: 374,105 shares 374,105 $9.38M 4.22% +22,577 Timeline HEFA 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: 139,693 shares; 2024Q4: 156,147 shares; 2025Q1: 182,877 shares; 2025Q2: 203,112 shares; 2025Q3: 224,070 shares; 2025Q4: 222,307 shares 222,307 $9.19M 4.13% -1,763 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,075 shares; 2024Q4: 237,235 shares; 2025Q1: 248,825 shares; 2025Q2: 255,428 shares; 2025Q3: 285,378 shares; 2025Q4: 284,406 shares 284,406 $7.74M 3.48% -972 Timeline MOAT 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: 180,203 shares; 2024Q4: 180,146 shares; 2025Q1: 86,143 shares; 2025Q2: 79,734 shares; 2025Q3: 76,002 shares; 2025Q4: 74,419 shares 74,419 $7.71M 3.46% -1,583 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: 105,604 shares; 2024Q4: 111,061 shares; 2025Q1: 114,300 shares; 2025Q2: 119,005 shares; 2025Q3: 122,664 shares; 2025Q4: 131,300 shares 131,300 $7.07M 3.18% +8,636 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: 2,259 shares; 2024Q4: 2,241 shares; 2025Q1: 6,599 shares; 2025Q2: 8,962 shares; 2025Q3: 9,582 shares; 2025Q4: 10,371 shares 10,371 $7.07M 3.18% +789 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: 65,361 shares; 2024Q4: 63,577 shares; 2025Q1: 50,191 shares; 2025Q2: 49,189 shares; 2025Q3: 47,887 shares; 2025Q4: 47,884 shares 47,884 $6.87M 3.09% -3 Timeline HYG 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: 78,499 shares; 2024Q4: 77,465 shares; 2025Q1: 76,902 shares; 2025Q2: 76,663 shares; 2025Q3: 75,930 shares; 2025Q4: 75,397 shares 75,397 $6.08M 2.73% -533 Timeline SPMO 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: 42,011 shares; 2025Q2: 45,666 shares; 2025Q3: 47,453 shares; 2025Q4: 49,206 shares 49,206 $5.87M 2.64% +1,753 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: 64,785 shares; 2024Q4: 66,827 shares; 2025Q1: 69,003 shares; 2025Q2: 70,199 shares; 2025Q3: 71,551 shares; 2025Q4: 73,410 shares 73,410 $5.79M 2.6% +1,859 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: 38,236 shares; 2024Q4: 37,097 shares; 2025Q1: 28,818 shares; 2025Q2: 28,546 shares; 2025Q3: 28,122 shares; 2025Q4: 27,516 shares 27,516 $5.27M 2.37% -606 Timeline USTB 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: 57,001 shares; 2024Q4: 62,792 shares; 2025Q1: 78,335 shares; 2025Q2: 80,578 shares; 2025Q3: 89,157 shares; 2025Q4: 100,443 shares 100,443 $5.11M 2.3% +11,286 Timeline ANGL 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: 57,539 shares; 2024Q4: 79,154 shares; 2025Q1: 81,684 shares; 2025Q2: 87,860 shares; 2025Q3: 98,590 shares; 2025Q4: 111,579 shares 111,579 $3.28M 1.47% +12,989 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: 4,733 shares; 2024Q4: 4,718 shares; 2025Q1: 4,748 shares; 2025Q2: 4,721 shares; 2025Q3: 4,693 shares; 2025Q4: 4,663 shares 4,663 $3.19M 1.44% -30 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: 41,263 shares; 2024Q4: 41,584 shares; 2025Q1: 40,901 shares; 2025Q2: 37,326 shares; 2025Q3: 36,603 shares; 2025Q4: 38,420 shares 38,420 $2.58M 1.16% +1,817 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: 3,363 shares; 2024Q4: 3,363 shares; 2025Q1: 3,363 shares; 2025Q2: 3,363 shares; 2025Q3: 3,363 shares; 2025Q4: 3,363 shares 3,363 $2.53M 1.14% 0 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: 20,163 shares; 2024Q4: 20,072 shares; 2025Q1: 20,249 shares; 2025Q2: 20,252 shares; 2025Q3: 20,079 shares; 2025Q4: 20,080 shares 20,080 $1.95M 0.87% +1 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares 3,003 $1.88M 0.85% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 7,255 shares; 2025Q1: 7,255 shares; 2025Q2: 7,255 shares; 2025Q3: 7,185 shares; 2025Q4: 7,185 shares 7,185 $1.58M 0.71% 0 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: 3,401 shares; 2024Q4: 3,401 shares; 2025Q1: 3,408 shares; 2025Q2: 3,651 shares; 2025Q3: 3,941 shares; 2025Q4: 4,391 shares 4,391 $1.19M 0.54% +450 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: 2,097 shares; 2024Q4: 2,097 shares; 2025Q1: 2,110 shares; 2025Q2: 2,106 shares; 2025Q3: 2,254 shares; 2025Q4: 2,269 shares 2,269 $1.1M 0.49% +15 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: 3,124 shares; 2024Q4: 3,057 shares; 2025Q1: 1,730 shares; 2025Q2: 1,729 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares 1,683 $1.02M 0.46% 0 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: 10,687 shares; 2024Q4: 32,368 shares; 2025Q1: 32,368 shares; 2025Q2: 32,319 shares; 2025Q3: 32,653 shares; 2025Q4: 32,829 shares 32,829 $900K 0.4% +176 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: 8,322 shares; 2024Q4: 11,715 shares; 2025Q1: 10,938 shares; 2025Q2: 9,934 shares; 2025Q3: 9,934 shares; 2025Q4: 9,937 shares 9,937 $820K 0.37% +3 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: 21,406 shares; 2024Q4: 21,406 shares; 2025Q1: 21,406 shares; 2025Q2: 21,406 shares; 2025Q3: 21,406 shares; 2025Q4: 19,654 shares 19,654 $749K 0.34% -1,752 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: 1,865 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,970 shares; 2025Q4: 2,280 shares 2,280 $714K 0.32% +310 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,039 shares; 2024Q4: 12,039 shares; 2025Q1: 13,287 shares; 2025Q2: 13,089 shares; 2025Q3: 13,089 shares; 2025Q4: 13,959 shares 13,959 $713K 0.32% +870 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares; 2025Q3: 1,742 shares; 2025Q4: 1,742 shares 1,742 $686K 0.31% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 601 shares; 2025Q4: 6,580 shares 6,580 $617K 0.28% +5,979 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,088 shares; 2024Q4: 18,176 shares; 2025Q1: 17,687 shares; 2025Q2: 17,675 shares; 2025Q3: 17,675 shares; 2025Q4: 22,815 shares 22,815 $548K 0.25% +5,140 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: 1,805 shares; 2024Q4: 1,805 shares; 2025Q1: 1,816 shares; 2025Q2: 1,805 shares; 2025Q3: 1,990 shares; 2025Q4: 2,365 shares 2,365 $546K 0.25% +375 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,628 shares; 2025Q2: 1,620 shares; 2025Q3: 1,705 shares; 2025Q4: 1,705 shares 1,705 $535K 0.24% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,371 shares; 2024Q4: 9,415 shares; 2025Q1: 9,438 shares; 2025Q2: 9,470 shares; 2025Q3: 9,500 shares; 2025Q4: 9,093 shares 9,093 $517K 0.23% -407 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: 8,436 shares; 2025Q1: 8,436 shares; 2025Q2: 8,436 shares; 2025Q3: 8,436 shares; 2025Q4: 8,436 shares 8,436 $500K 0.22% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 3,255 shares; 2025Q1: 5,529 shares; 2025Q2: 5,534 shares; 2025Q3: 5,746 shares; 2025Q4: 5,764 shares 5,764 $483K 0.22% +18 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: 1,313 shares; 2024Q4: 1,314 shares; 2025Q1: 1,325 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares 1,314 $441K 0.2% 0 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: 3,019 shares; 2025Q1: 5,387 shares; 2025Q2: 5,386 shares; 2025Q3: 5,521 shares; 2025Q4: 5,521 shares 5,521 $440K 0.2% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,382 shares; 2025Q4: 4,392 shares 4,392 $419K 0.19% +10 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: 3,308 shares; 2024Q4: 3,308 shares; 2025Q1: 3,308 shares; 2025Q2: 3,308 shares; 2025Q3: 3,383 shares; 2025Q4: 3,393 shares 3,393 $408K 0.18% +10 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: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,754 shares; 2025Q2: 2,754 shares; 2025Q3: 2,854 shares; 2025Q4: 3,104 shares 3,104 $346K 0.16% +250 Timeline GSLC 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: not reported; 2025Q4: 2,045 shares 2,045 $271K 0.12% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,424 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares 1,454 $267K 0.12% 0 Timeline IYF 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: 2,054 shares; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 2,054 shares 2,054 $265K 0.12% 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: 1,945 shares; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 1,960 shares; 2025Q3: 1,970 shares; 2025Q4: 1,845 shares 1,845 $261K 0.12% -125 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,320 shares 9,320 $251K 0.11% new Timeline IOO 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: 2,023 shares; 2024Q4: 2,680 shares; 2025Q1: 2,681 shares; 2025Q2: 2,716 shares; 2025Q3: 1,938 shares; 2025Q4: 1,915 shares 1,915 $243K 0.11% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,787 shares 2,787 $231K 0.1% new 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: 3,588 shares; 2024Q4: 3,588 shares; 2025Q1: 3,572 shares; 2025Q2: 3,478 shares; 2025Q3: 3,478 shares; 2025Q4: 3,478 shares 3,478 $230K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644 shares 644 $226K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 289 shares; 2025Q3: 332 shares; 2025Q4: 328 shares 328 $217K 0.1% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 608 shares 608 $209K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,108 shares 1,108 $207K 0.09% new Timeline