AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,668 shares; 2024Q4: 832,120 shares; 2025Q1: 803,984 shares; 2025Q2: 844,719 shares; 2025Q3: 873,391 shares 873,391 $222M 6.13% +28,672 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343,115 shares; 2024Q4: 1,375,087 shares; 2025Q1: 1,446,048 shares; 2025Q2: 1,459,869 shares; 2025Q3: 1,538,979 shares 1,538,979 $154M 4.25% +79,110 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,346 shares; 2024Q4: 774,576 shares; 2025Q1: 796,785 shares; 2025Q2: 830,153 shares; 2025Q3: 836,705 shares 836,705 $99.4M 2.74% +6,552 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,423 shares; 2024Q4: 695,990 shares; 2025Q1: 702,637 shares; 2025Q2: 698,829 shares; 2025Q3: 698,199 shares 698,199 $97.8M 2.69% -630 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,571 shares; 2024Q4: 140,596 shares; 2025Q1: 143,533 shares; 2025Q2: 175,818 shares; 2025Q3: 176,535 shares 176,535 $91.4M 2.52% +717 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239,020 shares; 2024Q4: 1,255,378 shares; 2025Q1: 1,268,425 shares; 2025Q2: 1,276,316 shares; 2025Q3: 1,289,247 shares 1,289,247 $85M 2.34% +12,931 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,129 shares; 2024Q4: 724,813 shares; 2025Q1: 779,335 shares; 2025Q2: 791,228 shares; 2025Q3: 810,187 shares 810,187 $83.4M 2.3% +18,959 Timeline LQDH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779,632 shares; 2024Q4: 789,027 shares; 2025Q1: 815,863 shares; 2025Q2: 823,462 shares; 2025Q3: 857,526 shares 857,526 $80.2M 2.21% +34,064 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,441 shares; 2024Q4: 641,603 shares; 2025Q1: 646,591 shares; 2025Q2: 642,019 shares; 2025Q3: 630,972 shares 630,972 $79.5M 2.19% -11,047 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,401 shares; 2024Q4: 124,387 shares; 2025Q1: 125,704 shares; 2025Q2: 118,041 shares; 2025Q3: 118,547 shares 118,547 $79.3M 2.19% +506 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,445 shares; 2024Q4: 722,543 shares; 2025Q1: 741,426 shares; 2025Q2: 743,770 shares; 2025Q3: 762,548 shares 762,548 $78.8M 2.17% +18,778 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,938 shares; 2024Q4: 322,076 shares; 2025Q1: 321,336 shares; 2025Q2: 325,099 shares; 2025Q3: 320,017 shares 320,017 $77.8M 2.14% -5,082 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364,310 shares; 2024Q4: 1,382,364 shares; 2025Q1: 1,409,492 shares; 2025Q2: 1,415,266 shares; 2025Q3: 1,451,193 shares 1,451,193 $77M 2.12% +35,927 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,560,723 shares; 2025Q3: 2,816,707 shares 2,816,707 $75.6M 2.08% +255,984 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,777 shares; 2024Q4: 152,479 shares; 2025Q1: 150,209 shares; 2025Q2: 148,698 shares; 2025Q3: 146,185 shares 146,185 $70.1M 1.93% -2,513 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,162 shares; 2024Q4: 318,183 shares; 2025Q1: 314,493 shares; 2025Q2: 315,024 shares; 2025Q3: 311,433 shares 311,433 $68.4M 1.88% -3,591 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,123 shares; 2024Q4: 229,392 shares; 2025Q1: 220,545 shares; 2025Q2: 214,806 shares; 2025Q3: 215,489 shares 215,489 $68M 1.87% +683 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636,567 shares; 2024Q4: 621,603 shares; 2025Q1: 618,761 shares; 2025Q2: 614,088 shares; 2025Q3: 610,713 shares 610,713 $67.7M 1.87% -3,375 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006,672 shares; 2024Q4: 994,720 shares; 2025Q1: 1,006,223 shares; 2025Q2: 1,027,417 shares; 2025Q3: 1,035,714 shares 1,035,714 $67.6M 1.86% +8,297 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,261 shares; 2024Q4: 74,459 shares; 2025Q1: 73,374 shares; 2025Q2: 71,470 shares; 2025Q3: 71,576 shares 71,576 $66.3M 1.83% +106 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,967 shares; 2024Q4: 184,426 shares; 2025Q1: 179,249 shares; 2025Q2: 175,631 shares; 2025Q3: 176,069 shares 176,069 $60.1M 1.66% +438 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,835 shares; 2024Q4: 105,680 shares; 2025Q1: 103,256 shares; 2025Q2: 101,666 shares; 2025Q3: 102,067 shares 102,067 $58.1M 1.6% +401 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,060,808 shares; 2025Q3: 2,094,817 shares 2,094,817 $56.5M 1.56% +34,009 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,537 shares; 2024Q4: 271,859 shares; 2025Q1: 280,228 shares; 2025Q2: 285,725 shares; 2025Q3: 289,713 shares 289,713 $53.7M 1.48% +3,988 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,922 shares; 2024Q4: 76,468 shares; 2025Q1: 75,559 shares; 2025Q2: 74,675 shares; 2025Q3: 103,801 shares 103,801 $52.2M 1.44% +29,126 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,107 shares; 2024Q4: 891,091 shares; 2025Q1: 924,961 shares; 2025Q2: 930,533 shares; 2025Q3: 954,445 shares 954,445 $44.6M 1.23% +23,912 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,326 shares; 2024Q4: 27,580 shares; 2025Q1: 29,772 shares; 2025Q2: 50,374 shares; 2025Q3: 57,434 shares 57,434 $43.8M 1.21% +7,060 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,416 shares; 2024Q4: 498,672 shares; 2025Q1: 507,110 shares; 2025Q2: 511,873 shares; 2025Q3: 528,099 shares 528,099 $42.2M 1.16% +16,226 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,355 shares; 2024Q4: 436,776 shares; 2025Q1: 432,349 shares; 2025Q2: 418,767 shares; 2025Q3: 416,034 shares 416,034 $38.8M 1.07% -2,733 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,355 shares; 2024Q4: 163,363 shares; 2025Q1: 174,923 shares; 2025Q2: 182,777 shares; 2025Q3: 190,417 shares 190,417 $37.8M 1.04% +7,640 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,139 shares; 2024Q4: 267,904 shares; 2025Q1: 262,818 shares; 2025Q2: 257,724 shares; 2025Q3: 254,952 shares 254,952 $36.9M 1.02% -2,772 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,582 shares; 2024Q4: 113,561 shares; 2025Q1: 109,795 shares; 2025Q2: 107,569 shares; 2025Q3: 106,656 shares 106,656 $35.4M 0.98% -913 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,095 shares; 2024Q4: 298,396 shares; 2025Q1: 294,018 shares; 2025Q2: 289,609 shares; 2025Q3: 286,017 shares 286,017 $32.7M 0.9% -3,592 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,821 shares; 2024Q4: 242,463 shares; 2025Q1: 241,523 shares; 2025Q2: 240,915 shares; 2025Q3: 242,534 shares 242,534 $32.5M 0.89% +1,619 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057,047 shares; 2024Q4: 2,419,062 shares; 2025Q1: 1,691,302 shares; 2025Q2: 1,465,975 shares; 2025Q3: 1,378,648 shares 1,378,648 $32.4M 0.89% -87,327 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,055 shares; 2024Q4: 187,424 shares; 2025Q1: 184,173 shares; 2025Q2: 187,134 shares; 2025Q3: 184,999 shares 184,999 $31.6M 0.87% -2,135 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,307 shares; 2024Q4: 279,599 shares; 2025Q1: 283,616 shares; 2025Q2: 290,716 shares; 2025Q3: 306,083 shares 306,083 $30.8M 0.85% +15,367 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,165 shares; 2024Q4: 332,071 shares; 2025Q1: 314,012 shares; 2025Q2: 305,830 shares; 2025Q3: 298,806 shares 298,806 $30.8M 0.85% -7,024 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,134 shares; 2024Q4: 173,373 shares; 2025Q1: 174,040 shares; 2025Q2: 177,965 shares; 2025Q3: 184,069 shares 184,069 $30.6M 0.84% +6,104 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,661 shares; 2024Q4: 640,544 shares; 2025Q1: 641,665 shares; 2025Q2: 642,238 shares; 2025Q3: 638,731 shares 638,731 $30.4M 0.84% -3,507 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,854 shares; 2024Q4: 121,534 shares; 2025Q1: 122,724 shares; 2025Q2: 123,467 shares; 2025Q3: 123,199 shares 123,199 $30.3M 0.83% -268 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,103 shares; 2024Q4: 136,406 shares; 2025Q1: 134,519 shares; 2025Q2: 133,250 shares; 2025Q3: 134,282 shares 134,282 $29.7M 0.82% +1,032 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,599 shares; 2024Q4: 28,443 shares; 2025Q1: 29,034 shares; 2025Q2: 29,367 shares; 2025Q3: 29,873 shares 29,873 $28.9M 0.8% +506 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,405 shares; 2024Q4: 538,537 shares; 2025Q1: 555,087 shares; 2025Q2: 565,858 shares; 2025Q3: 580,194 shares 580,194 $28.3M 0.78% +14,336 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,747 shares; 2024Q4: 479,833 shares; 2025Q1: 498,251 shares; 2025Q2: 514,361 shares; 2025Q3: 551,683 shares 551,683 $28.2M 0.78% +37,322 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,828 shares; 2024Q4: 168,921 shares; 2025Q1: 167,347 shares; 2025Q2: 165,349 shares; 2025Q3: 165,149 shares 165,149 $27.8M 0.77% -200 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,711 shares; 2024Q4: 101,487 shares; 2025Q1: 101,404 shares; 2025Q2: 101,210 shares; 2025Q3: 100,372 shares 100,372 $27.5M 0.76% -838 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,405 shares; 2024Q4: 143,403 shares; 2025Q1: 138,448 shares; 2025Q2: 132,178 shares; 2025Q3: 126,929 shares 126,929 $27M 0.74% -5,249 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,591 shares; 2024Q4: 325,959 shares; 2025Q1: 317,461 shares; 2025Q2: 309,474 shares; 2025Q3: 306,225 shares 306,225 $26.6M 0.73% -3,249 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,953 shares; 2024Q4: 239,323 shares; 2025Q1: 236,338 shares; 2025Q2: 232,208 shares; 2025Q3: 234,300 shares 234,300 $26.2M 0.72% +2,092 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,143 shares; 2024Q4: 70,052 shares; 2025Q1: 69,638 shares; 2025Q2: 69,299 shares; 2025Q3: 69,766 shares 69,766 $25.8M 0.71% +467 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,300 shares; 2024Q4: 1,497,843 shares; 2025Q1: 1,134,415 shares; 2025Q2: 982,028 shares; 2025Q3: 954,376 shares 954,376 $25.1M 0.69% -27,652 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,049 shares; 2024Q4: 14,465 shares; 2025Q1: 14,840 shares; 2025Q2: 224,172 shares; 2025Q3: 226,525 shares 226,525 $24.4M 0.67% +2,353 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,431 shares; 2024Q4: 82,077 shares; 2025Q1: 81,865 shares; 2025Q2: 80,178 shares; 2025Q3: 79,243 shares 79,243 $24.1M 0.66% -935 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,858 shares; 2024Q4: 490,299 shares; 2025Q1: 511,698 shares; 2025Q2: 521,902 shares; 2025Q3: 537,335 shares 537,335 $23.6M 0.65% +15,433 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,928 shares; 2024Q4: 683,671 shares; 2025Q1: 772,400 shares; 2025Q2: 820,468 shares; 2025Q3: 860,262 shares 860,262 $21.9M 0.6% +39,794 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,795 shares; 2024Q4: 435,400 shares; 2025Q1: 452,304 shares; 2025Q2: 457,236 shares; 2025Q3: 471,820 shares 471,820 $20.9M 0.57% +14,584 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,992 shares; 2024Q4: 96,775 shares; 2025Q1: 102,476 shares; 2025Q2: 104,834 shares; 2025Q3: 106,503 shares 106,503 $20.5M 0.56% +1,669 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,390 shares; 2024Q4: 176,681 shares; 2025Q1: 182,656 shares; 2025Q2: 186,809 shares; 2025Q3: 191,932 shares 191,932 $20.2M 0.56% +5,123 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,272 shares; 2024Q4: 278,431 shares; 2025Q1: 280,437 shares; 2025Q2: 387,844 shares; 2025Q3: 420,923 shares 420,923 $20.2M 0.56% +33,079 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,844 shares; 2024Q4: 125,086 shares; 2025Q1: 128,086 shares; 2025Q2: 131,805 shares; 2025Q3: 135,612 shares 135,612 $19.8M 0.55% +3,807 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,364 shares; 2024Q4: 35,725 shares; 2025Q1: 37,444 shares; 2025Q2: 39,993 shares; 2025Q3: 39,366 shares 39,366 $19.1M 0.53% -627 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,904 shares; 2024Q4: 113,777 shares; 2025Q1: 115,637 shares; 2025Q2: 116,302 shares; 2025Q3: 118,960 shares 118,960 $18.1M 0.5% +2,658 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,039 shares; 2024Q4: 73,285 shares; 2025Q1: 108,114 shares; 2025Q2: 101,936 shares; 2025Q3: 96,528 shares 96,528 $18M 0.5% -5,408 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 717 shares; 2025Q1: 783 shares; 2025Q2: 26,409 shares; 2025Q3: 39,686 shares 39,686 $17.7M 0.49% +13,277 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,488 shares; 2024Q4: 21,311 shares; 2025Q1: 21,757 shares; 2025Q2: 23,471 shares; 2025Q3: 25,545 shares 25,545 $17M 0.47% +2,074 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,821 shares; 2024Q4: 411,706 shares; 2025Q1: 413,353 shares; 2025Q2: 400,492 shares; 2025Q3: 390,027 shares 390,027 $14.3M 0.39% -10,465 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,299 shares; 2024Q4: 47,670 shares; 2025Q1: 47,945 shares; 2025Q2: 46,680 shares; 2025Q3: 45,700 shares 45,700 $14.1M 0.39% -980 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,167 shares; 2024Q4: 235,953 shares; 2025Q1: 242,091 shares; 2025Q2: 247,122 shares; 2025Q3: 253,042 shares 253,042 $13.2M 0.36% +5,920 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,577 shares 26,577 $13.1M 0.36% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,107 shares; 2024Q4: 228,287 shares; 2025Q1: 224,545 shares; 2025Q2: 228,361 shares; 2025Q3: 231,712 shares 231,712 $12.1M 0.33% +3,351 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,971 shares; 2024Q4: 16,303 shares; 2025Q1: 19,764 shares; 2025Q2: 17,771 shares; 2025Q3: 18,859 shares 18,859 $11.3M 0.31% +1,088 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,348 shares; 2024Q4: 312,153 shares; 2025Q1: 309,034 shares; 2025Q2: 324,885 shares; 2025Q3: 330,688 shares 330,688 $11.1M 0.31% +5,803 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,234 shares; 2024Q4: 29,350 shares; 2025Q1: 29,452 shares; 2025Q2: 32,559 shares; 2025Q3: 45,720 shares 45,720 $11.1M 0.31% +13,161 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,597 shares; 2024Q4: 21,933 shares; 2025Q1: 23,276 shares; 2025Q2: 23,209 shares; 2025Q3: 23,245 shares 23,245 $10.3M 0.28% +36 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,075 shares; 2024Q4: 84,258 shares; 2025Q1: 80,916 shares; 2025Q2: 80,951 shares; 2025Q3: 79,706 shares 79,706 $9.85M 0.27% -1,245 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,706 shares; 2024Q4: 41,016 shares; 2025Q1: 41,367 shares; 2025Q2: 39,739 shares; 2025Q3: 39,296 shares 39,296 $9.59M 0.26% -443 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,868 shares; 2024Q4: 93,677 shares; 2025Q1: 92,547 shares; 2025Q2: 94,872 shares; 2025Q3: 98,988 shares 98,988 $9.24M 0.25% +4,116 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,644 shares; 2024Q4: 334,971 shares; 2025Q1: 333,853 shares; 2025Q2: 341,472 shares; 2025Q3: 344,840 shares 344,840 $8.73M 0.24% +3,368 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,820 shares; 2024Q4: 16,397 shares; 2025Q1: 16,336 shares; 2025Q2: 16,972 shares; 2025Q3: 17,326 shares 17,326 $8.65M 0.24% +354 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,847 shares; 2024Q4: 19,080 shares; 2025Q1: 28,569 shares; 2025Q2: 24,973 shares; 2025Q3: 25,492 shares 25,492 $8.41M 0.23% +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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,058 shares; 2024Q4: 55,857 shares; 2025Q1: 53,364 shares; 2025Q2: 53,569 shares; 2025Q3: 54,522 shares 54,522 $8.38M 0.23% +953 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,755 shares; 2024Q4: 134,650 shares; 2025Q1: 132,818 shares; 2025Q2: 134,934 shares; 2025Q3: 133,728 shares 133,728 $7.93M 0.22% -1,206 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,742 shares; 2025Q1: 11,270 shares; 2025Q2: 10,775 shares; 2025Q3: 12,463 shares 12,463 $7.63M 0.21% +1,688 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,574 shares; 2024Q4: 112,096 shares; 2025Q1: 120,340 shares; 2025Q2: 122,952 shares; 2025Q3: 130,128 shares 130,128 $7.04M 0.19% +7,176 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,589 shares; 2024Q4: 101,456 shares; 2025Q1: 99,217 shares; 2025Q2: 100,372 shares; 2025Q3: 99,977 shares 99,977 $6.63M 0.18% -395 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,413 shares; 2024Q4: 327,094 shares; 2025Q1: 272,995 shares; 2025Q2: 268,527 shares; 2025Q3: 251,035 shares 251,035 $6.45M 0.18% -17,492 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,816 shares; 2024Q4: 50,435 shares; 2025Q1: 50,383 shares; 2025Q2: 50,812 shares; 2025Q3: 50,749 shares 50,749 $6.31M 0.17% -63 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,540 shares; 2024Q4: 239,355 shares; 2025Q1: 236,731 shares; 2025Q2: 158,460 shares; 2025Q3: 138,546 shares 138,546 $6.18M 0.17% -19,914 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 16,881 shares; 2025Q1: 16,150 shares; 2025Q2: 17,081 shares; 2025Q3: 16,439 shares 16,439 $6.01M 0.17% -642 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,250 shares; 2024Q4: 29,802 shares; 2025Q1: 30,381 shares; 2025Q2: 31,257 shares; 2025Q3: 43,619 shares 43,619 $5.92M 0.16% +12,362 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,551 shares; 2024Q4: 38,198 shares; 2025Q1: 36,663 shares; 2025Q2: 38,661 shares; 2025Q3: 39,346 shares 39,346 $5.53M 0.15% +685 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,314 shares; 2024Q4: 290,910 shares; 2025Q1: 250,811 shares; 2025Q2: 236,930 shares; 2025Q3: 233,172 shares 233,172 $5.43M 0.15% -3,758 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 6,765 shares; 2025Q1: 7,129 shares; 2025Q2: 6,942 shares; 2025Q3: 7,373 shares 7,373 $5.41M 0.15% +431 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,616 shares; 2024Q4: 32,267 shares; 2025Q1: 32,408 shares; 2025Q2: 33,933 shares; 2025Q3: 34,045 shares 34,045 $5.29M 0.15% +112 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,897 shares; 2024Q4: 29,503 shares; 2025Q1: 30,781 shares; 2025Q2: 28,489 shares; 2025Q3: 27,166 shares 27,166 $5.07M 0.14% -1,323 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 18,045 shares; 2025Q1: 18,298 shares; 2025Q2: 18,526 shares; 2025Q3: 19,512 shares 19,512 $5.07M 0.14% +986 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602,701 shares; 2024Q4: 1,608,497 shares; 2025Q1: 1,600,722 shares; 2025Q2: 180,078 shares; 2025Q3: 164,394 shares 164,394 $4.98M 0.14% -15,684 Timeline XLP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,228 shares; 2024Q4: 62,102 shares; 2025Q1: 63,140 shares; 2025Q2: 61,718 shares; 2025Q3: 62,152 shares 62,152 $4.87M 0.13% +434 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,957 shares; 2024Q4: 50,317 shares; 2025Q1: 51,199 shares; 2025Q2: 43,971 shares; 2025Q3: 44,702 shares 44,702 $4.42M 0.12% +731 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,253 shares; 2025Q2: 13,236 shares; 2025Q3: 13,236 shares 13,236 $4.32M 0.12% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,054 shares; 2024Q4: 128,505 shares; 2025Q1: 125,994 shares; 2025Q2: 121,574 shares; 2025Q3: 125,709 shares 125,709 $3.51M 0.1% +4,135 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,178 shares; 2024Q4: 116,139 shares; 2025Q1: 110,749 shares; 2025Q2: 101,543 shares; 2025Q3: 104,582 shares 104,582 $3.49M 0.1% +3,039 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,182 shares; 2024Q4: 3,379 shares; 2025Q1: 51,830 shares; 2025Q2: 28,987 shares; 2025Q3: 17,275 shares 17,275 $3.15M 0.09% -11,712 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,130 shares; 2024Q4: 13,622 shares; 2025Q1: 13,075 shares; 2025Q2: 13,909 shares; 2025Q3: 27,062 shares 27,062 $3.05M 0.08% +13,153 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 14,165 shares; 2025Q1: 14,120 shares; 2025Q2: 14,192 shares; 2025Q3: 14,115 shares 14,115 $2.9M 0.08% -77 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,099 shares; 2024Q4: 150,253 shares; 2025Q1: 122,898 shares; 2025Q2: 121,291 shares; 2025Q3: 108,309 shares 108,309 $2.8M 0.08% -12,982 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,867 shares; 2024Q4: 25,910 shares; 2025Q1: 25,685 shares; 2025Q2: 28,873 shares; 2025Q3: 29,891 shares 29,891 $2.73M 0.08% +1,018 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,996 shares; 2024Q4: 80,211 shares; 2025Q1: 71,808 shares; 2025Q2: 88,693 shares; 2025Q3: 92,146 shares 92,146 $2.73M 0.08% +3,453 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 6,836 shares; 2025Q1: 6,589 shares; 2025Q2: 6,547 shares; 2025Q3: 6,505 shares 6,505 $2.58M 0.07% -42 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,827 shares; 2024Q4: 115,472 shares; 2025Q1: 115,647 shares; 2025Q2: 122,333 shares; 2025Q3: 122,326 shares 122,326 $2.56M 0.07% -7 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,898 shares; 2024Q4: 196,143 shares; 2025Q1: 244,604 shares; 2025Q2: 45,050 shares; 2025Q3: 41,840 shares 41,840 $2.32M 0.06% -3,210 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,573 shares; 2024Q4: 75,221 shares; 2025Q1: 73,306 shares; 2025Q2: 71,628 shares; 2025Q3: 71,223 shares 71,223 $2.3M 0.06% -405 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,309 shares; 2024Q4: 67,752 shares; 2025Q1: 67,007 shares; 2025Q2: 68,598 shares; 2025Q3: 72,466 shares 72,466 $2.29M 0.06% +3,868 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,460 shares; 2025Q3: 26,830 shares 26,830 $2.16M 0.06% +370 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,289 shares; 2025Q1: 1,285 shares; 2025Q2: 1,409 shares; 2025Q3: 1,696 shares 1,696 $2.03M 0.06% +287 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,896 shares; 2024Q4: 33,652 shares; 2025Q1: 33,484 shares; 2025Q2: 33,225 shares; 2025Q3: 33,147 shares 33,147 $1.99M 0.05% -78 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 3,720 shares; 2025Q1: 3,751 shares; 2025Q2: 3,437 shares; 2025Q3: 6,926 shares 6,926 $1.95M 0.05% +3,489 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,680 shares; 2024Q4: 12,327 shares; 2025Q1: 12,621 shares; 2025Q2: 11,694 shares; 2025Q3: 11,956 shares 11,956 $1.93M 0.05% +262 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,092 shares; 2024Q4: 31,092 shares; 2025Q1: 29,139 shares; 2025Q2: 30,279 shares; 2025Q3: 30,207 shares 30,207 $1.85M 0.05% -72 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,395 shares; 2025Q1: 4,293 shares; 2025Q2: 4,505 shares; 2025Q3: 4,417 shares 4,417 $1.79M 0.05% -88 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 6,536 shares; 2025Q1: 5,914 shares; 2025Q2: 5,687 shares; 2025Q3: 6,312 shares 6,312 $1.78M 0.05% +625 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,143 shares; 2024Q4: 41,105 shares; 2025Q1: 43,214 shares; 2025Q2: 39,063 shares; 2025Q3: 34,841 shares 34,841 $1.76M 0.05% -4,222 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,171 shares; 2024Q4: 18,801 shares; 2025Q1: 23,724 shares; 2025Q2: 24,255 shares; 2025Q3: 29,059 shares 29,059 $1.57M 0.04% +4,804 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,667 shares; 2024Q4: 10,996 shares; 2025Q1: 12,974 shares; 2025Q2: 12,554 shares; 2025Q3: 14,193 shares 14,193 $1.57M 0.04% +1,639 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 6,361 shares; 2025Q1: 8,453 shares; 2025Q2: 12,883 shares; 2025Q3: 14,488 shares 14,488 $1.55M 0.04% +1,605 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,619 shares; 2025Q3: 25,643 shares 25,643 $1.54M 0.04% +5,024 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,234 shares; 2024Q4: 50,946 shares; 2025Q1: 49,287 shares; 2025Q2: 47,452 shares; 2025Q3: 47,100 shares 47,100 $1.5M 0.04% -352 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 853 shares; 2025Q1: 898 shares; 2025Q2: 912 shares; 2025Q3: 1,813 shares 1,813 $1.44M 0.04% +901 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,245 shares; 2025Q1: 1,248 shares; 2025Q2: 1,314 shares; 2025Q3: 1,229 shares 1,229 $1.43M 0.04% -85 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,118 shares; 2024Q4: 32,359 shares; 2025Q1: 35,256 shares; 2025Q2: 35,256 shares; 2025Q3: 58,868 shares 58,868 $1.41M 0.04% +23,612 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 3,092 shares; 2025Q1: 3,184 shares; 2025Q2: 2,916 shares; 2025Q3: 2,889 shares 2,889 $1.35M 0.04% -27 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 6,526 shares; 2025Q1: 6,110 shares; 2025Q2: 6,196 shares; 2025Q3: 6,424 shares 6,424 $1.32M 0.04% +228 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,830 shares; 2024Q4: 14,306 shares; 2025Q1: 13,712 shares; 2025Q2: 12,741 shares; 2025Q3: 13,560 shares 13,560 $1.29M 0.04% +819 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,310 shares; 2024Q4: 17,501 shares; 2025Q1: 18,500 shares; 2025Q2: 17,901 shares; 2025Q3: 22,654 shares 22,654 $1.29M 0.04% +4,753 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,203 shares; 2025Q1: 5,486 shares; 2025Q2: 5,625 shares; 2025Q3: 7,038 shares 7,038 $1.12M 0.03% +1,413 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 5,023 shares; 2025Q1: 5,019 shares; 2025Q2: 4,698 shares; 2025Q3: 6,785 shares 6,785 $956K 0.03% +2,087 Timeline UBFO UNITED SEC BANCSHARES CALIF More: the full row for UNITED SEC BANCSHARES CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,506 shares; 2024Q4: 94,506 shares; 2025Q1: 94,506 shares; 2025Q2: 94,506 shares; 2025Q3: 100,506 shares 100,506 $938K 0.03% +6,000 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,451 shares 6,451 $894K 0.02% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 8,827 shares; 2025Q1: 9,091 shares; 2025Q2: 9,634 shares; 2025Q3: 6,975 shares 6,975 $879K 0.02% -2,659 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,217 shares; 2024Q4: 15,032 shares; 2025Q1: 13,279 shares; 2025Q2: 22,243 shares; 2025Q3: 25,412 shares 25,412 $853K 0.02% +3,169 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,477 shares; 2024Q4: 8,385 shares; 2025Q1: 10,003 shares; 2025Q2: 9,567 shares; 2025Q3: 12,221 shares 12,221 $836K 0.02% +2,654 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,199 shares; 2025Q1: 3,438 shares; 2025Q2: 2,500 shares; 2025Q3: 4,393 shares 4,393 $833K 0.02% +1,893 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 2,648 shares; 2025Q1: 3,718 shares; 2025Q2: 3,084 shares; 2025Q3: 2,472 shares 2,472 $811K 0.02% -612 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,618 shares; 2025Q1: 4,611 shares; 2025Q2: 4,760 shares; 2025Q3: 4,742 shares 4,742 $793K 0.02% -18 Timeline IGBH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,292 shares; 2024Q4: 30,460 shares; 2025Q1: 30,555 shares; 2025Q2: 30,691 shares; 2025Q3: 30,825 shares 30,825 $759K 0.02% +134 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 3,856 shares; 2025Q1: 3,510 shares; 2025Q2: 3,398 shares; 2025Q3: 3,515 shares 3,515 $759K 0.02% +117 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 11,727 shares; 2025Q1: 12,828 shares; 2025Q2: 13,967 shares; 2025Q3: 8,254 shares 8,254 $721K 0.02% -5,713 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 10,322 shares; 2025Q1: 10,322 shares; 2025Q2: 10,322 shares; 2025Q3: 10,332 shares 10,332 $717K 0.02% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 15,366 shares; 2025Q1: 13,866 shares; 2025Q2: 15,652 shares; 2025Q3: 13,882 shares 13,882 $716K 0.02% -1,770 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,498 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,498 shares 1,498 $695K 0.02% +1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 7,423 shares; 2025Q1: 7,076 shares; 2025Q2: 7,158 shares; 2025Q3: 7,308 shares 7,308 $693K 0.02% +150 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 8,105 shares; 2025Q1: 8,154 shares; 2025Q2: 8,203 shares; 2025Q3: 8,203 shares 8,203 $673K 0.02% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,772 shares; 2024Q4: 26,005 shares; 2025Q1: 24,726 shares; 2025Q2: 23,909 shares; 2025Q3: 23,755 shares 23,755 $672K 0.02% -154 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,656 shares; 2024Q4: 16,513 shares; 2025Q1: 16,194 shares; 2025Q2: 16,194 shares; 2025Q3: 17,196 shares 17,196 $663K 0.02% +1,002 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,177 shares; 2024Q4: 5,708 shares; 2025Q1: 5,708 shares; 2025Q2: 5,708 shares; 2025Q3: 5,547 shares 5,547 $657K 0.02% -161 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,529 shares; 2025Q1: 3,277 shares; 2025Q2: 1,553 shares; 2025Q3: 1,642 shares 1,642 $643K 0.02% +89 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,388 shares; 2024Q4: 314,096 shares; 2025Q1: 311,366 shares; 2025Q2: 315,122 shares; 2025Q3: 12,800 shares 12,800 $627K 0.02% -302,322 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 3,248 shares; 2025Q3: 3,249 shares 3,249 $626K 0.02% +1 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,053 shares; 2024Q4: 57,048 shares; 2025Q1: 57,048 shares; 2025Q2: 57,048 shares; 2025Q3: 57,708 shares 57,708 $626K 0.02% +660 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 741 shares; 2025Q1: 1,194 shares; 2025Q2: 1,267 shares; 2025Q3: 1,254 shares 1,254 $598K 0.02% -13 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 4,196 shares; 2025Q1: 3,896 shares; 2025Q2: 3,896 shares; 2025Q3: 4,878 shares 4,878 $597K 0.02% +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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 771 shares; 2025Q1: 741 shares; 2025Q2: 682 shares; 2025Q3: 798 shares 798 $596K 0.02% +116 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,816 shares; 2025Q3: 7,123 shares 7,123 $595K 0.02% +307 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,102 shares; 2024Q4: 10,010 shares; 2025Q1: 9,959 shares; 2025Q2: 9,498 shares; 2025Q3: 8,188 shares 8,188 $589K 0.02% -1,310 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,735 shares; 2024Q4: 15,735 shares; 2025Q1: 12,660 shares; 2025Q2: 13,229 shares; 2025Q3: 13,229 shares 13,229 $583K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,897 shares; 2025Q1: 3,097 shares; 2025Q2: 2,940 shares; 2025Q3: 2,673 shares 2,673 $577K 0.02% -267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,902 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,659 shares; 2025Q3: 19,514 shares 19,514 $551K 0.02% +8,855 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 3,464 shares; 2025Q2: 2,115 shares; 2025Q3: 1,866 shares 1,866 $548K 0.02% -249 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,976 shares; 2025Q1: 4,985 shares; 2025Q2: 4,247 shares; 2025Q3: 4,347 shares 4,347 $538K 0.01% +100 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 2,666 shares; 2025Q1: 2,093 shares; 2025Q2: 2,173 shares; 2025Q3: 2,261 shares 2,261 $523K 0.01% +88 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 1,486 shares; 2025Q1: 1,489 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares 1,502 $521K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,511 shares; 2025Q3: 3,892 shares 3,892 $521K 0.01% +381 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,406 shares; 2024Q4: 211,910 shares; 2025Q1: 220,455 shares; 2025Q2: 49,988 shares; 2025Q3: 6,123 shares 6,123 $514K 0.01% -43,865 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 4,883 shares; 2025Q1: 4,942 shares; 2025Q2: 4,886 shares; 2025Q3: 6,068 shares 6,068 $513K 0.01% +1,182 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,812 shares; 2024Q4: 10,066 shares; 2025Q1: 9,594 shares; 2025Q2: 9,661 shares; 2025Q3: 9,524 shares 9,524 $513K 0.01% -137 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,985 shares; 2025Q3: 10,911 shares 10,911 $511K 0.01% +926 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 773 shares; 2025Q1: 781 shares; 2025Q2: 785 shares; 2025Q3: 797 shares 797 $509K 0.01% +12 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 2,552 shares; 2025Q1: 2,247 shares; 2025Q2: 2,262 shares; 2025Q3: 2,410 shares 2,410 $507K 0.01% +148 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,717 shares; 2024Q4: 6,689 shares; 2025Q1: 6,724 shares; 2025Q2: 6,648 shares; 2025Q3: 7,326 shares 7,326 $499K 0.01% +678 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 7,893 shares; 2025Q1: 7,801 shares; 2025Q2: 7,723 shares; 2025Q3: 6,317 shares 6,317 $491K 0.01% -1,406 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,522 shares; 2025Q1: 10,736 shares; 2025Q2: 8,841 shares; 2025Q3: 8,578 shares 8,578 $491K 0.01% -263 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,213 shares; 2025Q1: 3,257 shares; 2025Q2: 3,298 shares; 2025Q3: 3,341 shares 3,341 $486K 0.01% +43 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,111 shares; 2025Q1: 5,127 shares; 2025Q2: 5,245 shares; 2025Q3: 5,127 shares 5,127 $485K 0.01% -118 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,742 shares; 2025Q3: 1,724 shares 1,724 $481K 0.01% -18 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,900 shares 101,900 $458K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,654 shares; 2025Q1: 1,655 shares; 2025Q2: 3,058 shares; 2025Q3: 2,402 shares 2,402 $441K 0.01% -656 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,754 shares; 2025Q1: 1,761 shares; 2025Q2: 1,786 shares; 2025Q3: 1,730 shares 1,730 $440K 0.01% -56 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,851 shares; 2024Q4: 20,905 shares; 2025Q1: 23,026 shares; 2025Q2: 18,280 shares; 2025Q3: 15,945 shares 15,945 $435K 0.01% -2,335 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,589 shares 1,589 $435K 0.01% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,584 shares; 2024Q4: 8,180 shares; 2025Q1: 9,815 shares; 2025Q2: 9,549 shares; 2025Q3: 7,521 shares 7,521 $428K 0.01% -2,028 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,458 shares; 2024Q4: 63,634 shares; 2025Q1: 65,636 shares; 2025Q2: 5,238 shares; 2025Q3: 4,179 shares 4,179 $421K 0.01% -1,059 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 8,931 shares; 2025Q1: 4,786 shares; 2025Q2: 4,291 shares; 2025Q3: 4,904 shares 4,904 $411K 0.01% +613 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 3,788 shares; 2025Q1: 3,676 shares; 2025Q2: 3,551 shares; 2025Q3: 3,555 shares 3,555 $407K 0.01% +4 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 803 shares; 2025Q2: 730 shares; 2025Q3: 957 shares 957 $404K 0.01% +227 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,092 shares; 2025Q3: 6,103 shares 6,103 $403K 0.01% +11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,860 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 5,440 shares 5,440 $400K 0.01% +1,890 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,112 shares 1,112 $395K 0.01% new Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,166 shares; 2024Q4: 9,706 shares; 2025Q1: 9,706 shares; 2025Q2: 9,706 shares; 2025Q3: 9,706 shares 9,706 $395K 0.01% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 2,588 shares 2,588 $393K 0.01% -1,152 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,279 shares; 2025Q1: 3,292 shares; 2025Q2: 3,353 shares; 2025Q3: 3,326 shares 3,326 $392K 0.01% -27 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,919 shares; 2025Q1: 3,199 shares; 2025Q2: 3,316 shares; 2025Q3: 3,492 shares 3,492 $388K 0.01% +176 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 631 shares; 2025Q3: 1,173 shares 1,173 $386K 0.01% +542 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,481 shares; 2025Q1: 1,364 shares; 2025Q2: 1,957 shares; 2025Q3: 1,364 shares 1,364 $385K 0.01% -593 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,284 shares; 2025Q1: 2,279 shares; 2025Q2: 2,306 shares; 2025Q3: 2,525 shares 2,525 $384K 0.01% +219 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,361 shares; 2025Q3: 890 shares 890 $376K 0.01% -471 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 805 shares; 2025Q2: 962 shares; 2025Q3: 768 shares 768 $374K 0.01% -194 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 5,000 shares; 2025Q1: 4,836 shares; 2025Q2: 4,719 shares; 2025Q3: 5,070 shares 5,070 $361K 0.01% +351 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,865 shares; 2025Q1: 4,010 shares; 2025Q2: 4,106 shares; 2025Q3: 3,774 shares 3,774 $359K 0.01% -332 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 568 shares; 2025Q1: 537 shares; 2025Q2: not reported; 2025Q3: 986 shares 986 $341K 0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 4,095 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,710 shares 3,710 $340K 0.01% +167 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 9,354 shares; 2025Q1: 16,968 shares; 2025Q2: 19,552 shares; 2025Q3: 12,677 shares 12,677 $333K 0.01% -6,875 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,092 shares; 2025Q1: 1,037 shares; 2025Q2: 1,038 shares; 2025Q3: 1,039 shares 1,039 $333K 0.01% +1 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,564 shares 2,564 $329K 0.01% new Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,846 shares; 2025Q3: 5,625 shares 5,625 $322K 0.01% -221 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares 1,066 $321K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,674 shares 11,674 $318K 0.01% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,401 shares; 2025Q3: 3,559 shares 3,559 $317K 0.01% +158 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 3,572 shares; 2025Q1: 4,461 shares; 2025Q2: 4,237 shares; 2025Q3: 4,102 shares 4,102 $310K 0.01% -135 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,228 shares 1,228 $298K 0.01% -2 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,204 shares; 2025Q2: 2,836 shares; 2025Q3: 4,273 shares 4,273 $298K 0.01% +1,437 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,029 shares; 2025Q3: 4,029 shares 4,029 $286K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,646 shares; 2025Q1: 3,646 shares; 2025Q2: 2,784 shares; 2025Q3: 2,784 shares 2,784 $284K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 1,236 shares; 2025Q1: 738 shares; 2025Q2: 723 shares; 2025Q3: 804 shares 804 $284K 0.01% +81 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: 1,005 shares; 2025Q2: 1,015 shares; 2025Q3: 1,139 shares 1,139 $276K 0.01% +124 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,531 shares; 2025Q3: 8,531 shares 8,531 $275K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,292 shares; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,555 shares 1,555 $275K 0.01% +257 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 3,318 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,442 shares 2,442 $272K 0.01% +204 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,210 shares; 2025Q1: 6,176 shares; 2025Q2: 6,201 shares; 2025Q3: 6,257 shares 6,257 $266K 0.01% +56 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,022 shares; 2025Q2: 1,020 shares; 2025Q3: 1,204 shares 1,204 $258K 0.01% +184 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,261 shares; 2025Q3: 4,428 shares 4,428 $258K 0.01% -2,833 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 755 shares 755 $255K 0.01% new Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,547 shares 2,547 $253K 0.01% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,407 shares; 2025Q3: 2,407 shares 2,407 $251K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,090 shares 10,090 $248K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 310 shares; 2025Q2: 278 shares; 2025Q3: 320 shares 320 $247K 0.01% +42 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,700 shares; 2025Q3: 24,700 shares 24,700 $245K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,096 shares; 2025Q3: 1,975 shares 1,975 $244K 0.01% -121 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,829 shares 2,829 $240K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 1,237 shares; 2025Q1: 1,197 shares; 2025Q2: 1,109 shares; 2025Q3: 1,005 shares 1,005 $238K 0.01% -104 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,152 shares; 2025Q1: 1,064 shares; 2025Q2: 1,069 shares; 2025Q3: 985 shares 985 $236K 0.01% -84 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares 2,608 $235K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 943 shares 943 $233K 0.01% new Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,704 shares; 2025Q1: 3,731 shares; 2025Q2: 3,791 shares; 2025Q3: 3,793 shares 3,793 $230K 0.01% +2 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $230K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,099 shares 2,099 $229K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,100 shares; 2025Q2: not reported; 2025Q3: 1,114 shares 1,114 $227K 0.01% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares 1,380 $224K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares 207 $223K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares 1,259 $220K 0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares 738 $220K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,939 shares 2,939 $219K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares 630 $215K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,295 shares; 2025Q1: 3,207 shares; 2025Q2: not reported; 2025Q3: 2,328 shares 2,328 $209K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704 shares 704 $207K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,604 shares 1,604 $203K 0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,555 shares; 2025Q2: 6,545 shares; 2025Q3: 4,681 shares 4,681 $201K 0.01% -1,864 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,398 shares 4,398 $200K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 309 shares; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 214 shares 214 $197K 0.01% +11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687 shares 687 $194K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,269 shares; 2025Q1: 12,516 shares; 2025Q2: 13,272 shares; 2025Q3: 14,232 shares 14,232 $170K <0.01% +960 Timeline WEAV WEAVE COMMUNICATIONS INC More: the full row for WEAVE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,986 shares; 2025Q1: 21,410 shares; 2025Q2: 21,210 shares; 2025Q3: 21,210 shares 21,210 $142K <0.01% 0 Timeline CDLX CARDLYTICS INC More: the full row for CARDLYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $24.3K <0.01% 0 Timeline