AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,668 shares; 2024Q4: 832,120 shares; 2025Q1: 803,984 shares; 2025Q2: 844,719 shares; 2025Q3: 873,391 shares; 2025Q4: 862,817 shares 862,817 $235M 6.14% -10,574 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343,115 shares; 2024Q4: 1,375,087 shares; 2025Q1: 1,446,048 shares; 2025Q2: 1,459,869 shares; 2025Q3: 1,538,979 shares; 2025Q4: 1,593,546 shares 1,593,546 $159M 4.16% +54,567 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,346 shares; 2024Q4: 774,576 shares; 2025Q1: 796,785 shares; 2025Q2: 830,153 shares; 2025Q3: 836,705 shares; 2025Q4: 840,394 shares 840,394 $101M 2.64% +3,689 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,938 shares; 2024Q4: 322,076 shares; 2025Q1: 321,336 shares; 2025Q2: 325,099 shares; 2025Q3: 320,017 shares; 2025Q4: 311,014 shares 311,014 $97.3M 2.55% -9,003 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,423 shares; 2024Q4: 695,990 shares; 2025Q1: 702,637 shares; 2025Q2: 698,829 shares; 2025Q3: 698,199 shares; 2025Q4: 653,748 shares 653,748 $91M 2.38% -44,451 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,571 shares; 2024Q4: 140,596 shares; 2025Q1: 143,533 shares; 2025Q2: 175,818 shares; 2025Q3: 176,535 shares; 2025Q4: 187,651 shares 187,651 $90.8M 2.37% +11,116 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239,020 shares; 2024Q4: 1,255,378 shares; 2025Q1: 1,268,425 shares; 2025Q2: 1,276,316 shares; 2025Q3: 1,289,247 shares; 2025Q4: 1,286,405 shares 1,286,405 $86.5M 2.26% -2,842 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779,632 shares; 2024Q4: 789,027 shares; 2025Q1: 815,863 shares; 2025Q2: 823,462 shares; 2025Q3: 857,526 shares; 2025Q4: 892,414 shares 892,414 $83.3M 2.18% +34,888 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,445 shares; 2024Q4: 722,543 shares; 2025Q1: 741,426 shares; 2025Q2: 743,770 shares; 2025Q3: 762,548 shares; 2025Q4: 798,027 shares 798,027 $81.7M 2.14% +35,479 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,441 shares; 2024Q4: 641,603 shares; 2025Q1: 646,591 shares; 2025Q2: 642,019 shares; 2025Q3: 630,972 shares; 2025Q4: 625,219 shares 625,219 $80.8M 2.11% -5,753 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,560,723 shares; 2025Q3: 2,816,707 shares; 2025Q4: 3,026,139 shares 3,026,139 $80.7M 2.11% +209,432 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,129 shares; 2024Q4: 724,813 shares; 2025Q1: 779,335 shares; 2025Q2: 791,228 shares; 2025Q3: 810,187 shares; 2025Q4: 793,726 shares 793,726 $80.7M 2.11% -16,461 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364,310 shares; 2024Q4: 1,382,364 shares; 2025Q1: 1,409,492 shares; 2025Q2: 1,415,266 shares; 2025Q3: 1,451,193 shares; 2025Q4: 1,500,714 shares 1,500,714 $79.4M 2.08% +49,521 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,401 shares; 2024Q4: 124,387 shares; 2025Q1: 125,704 shares; 2025Q2: 118,041 shares; 2025Q3: 118,547 shares; 2025Q4: 113,236 shares 113,236 $77.6M 2.03% -5,311 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,162 shares; 2024Q4: 318,183 shares; 2025Q1: 314,493 shares; 2025Q2: 315,024 shares; 2025Q3: 311,433 shares; 2025Q4: 323,356 shares 323,356 $74.6M 1.95% +11,923 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006,672 shares; 2024Q4: 994,720 shares; 2025Q1: 1,006,223 shares; 2025Q2: 1,027,417 shares; 2025Q3: 1,035,714 shares; 2025Q4: 1,043,354 shares 1,043,354 $68.9M 1.8% +7,640 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,777 shares; 2024Q4: 152,479 shares; 2025Q1: 150,209 shares; 2025Q2: 148,698 shares; 2025Q3: 146,185 shares; 2025Q4: 141,104 shares 141,104 $68.8M 1.8% -5,081 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,123 shares; 2024Q4: 229,392 shares; 2025Q1: 220,545 shares; 2025Q2: 214,806 shares; 2025Q3: 215,489 shares; 2025Q4: 212,415 shares 212,415 $68.4M 1.79% -3,074 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636,567 shares; 2024Q4: 621,603 shares; 2025Q1: 618,761 shares; 2025Q2: 614,088 shares; 2025Q3: 610,713 shares; 2025Q4: 608,539 shares 608,539 $65.9M 1.73% -2,174 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,261 shares; 2024Q4: 74,459 shares; 2025Q1: 73,374 shares; 2025Q2: 71,470 shares; 2025Q3: 71,576 shares; 2025Q4: 73,939 shares 73,939 $63.8M 1.67% +2,363 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,967 shares; 2024Q4: 184,426 shares; 2025Q1: 179,249 shares; 2025Q2: 175,631 shares; 2025Q3: 176,069 shares; 2025Q4: 178,356 shares 178,356 $62.6M 1.64% +2,287 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,326 shares; 2024Q4: 27,580 shares; 2025Q1: 29,772 shares; 2025Q2: 50,374 shares; 2025Q3: 57,434 shares; 2025Q4: 56,582 shares 56,582 $60.8M 1.59% -852 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,537 shares; 2024Q4: 271,859 shares; 2025Q1: 280,228 shares; 2025Q2: 285,725 shares; 2025Q3: 289,713 shares; 2025Q4: 289,102 shares 289,102 $59.8M 1.57% -611 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,835 shares; 2024Q4: 105,680 shares; 2025Q1: 103,256 shares; 2025Q2: 101,666 shares; 2025Q3: 102,067 shares; 2025Q4: 103,362 shares 103,362 $59M 1.54% +1,295 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,060,808 shares; 2025Q3: 2,094,817 shares; 2025Q4: 2,133,147 shares 2,133,147 $56.5M 1.48% +38,330 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,922 shares; 2024Q4: 76,468 shares; 2025Q1: 75,559 shares; 2025Q2: 74,675 shares; 2025Q3: 103,801 shares; 2025Q4: 109,201 shares 109,201 $54.9M 1.44% +5,400 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,107 shares; 2024Q4: 891,091 shares; 2025Q1: 924,961 shares; 2025Q2: 930,533 shares; 2025Q3: 954,445 shares; 2025Q4: 1,004,200 shares 1,004,200 $46.7M 1.22% +49,755 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,401,203 shares 1,401,203 $46.7M 1.22% new 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; 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; 2025Q4: 1,945,776 shares 1,945,776 $45.5M 1.19% +567,128 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,416 shares; 2024Q4: 498,672 shares; 2025Q1: 507,110 shares; 2025Q2: 511,873 shares; 2025Q3: 528,099 shares; 2025Q4: 535,282 shares 535,282 $42.3M 1.11% +7,183 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,355 shares; 2024Q4: 436,776 shares; 2025Q1: 432,349 shares; 2025Q2: 418,767 shares; 2025Q3: 416,034 shares; 2025Q4: 417,785 shares 417,785 $40.1M 1.05% +1,751 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,139 shares; 2024Q4: 267,904 shares; 2025Q1: 262,818 shares; 2025Q2: 257,724 shares; 2025Q3: 254,952 shares; 2025Q4: 252,497 shares 252,497 $38.8M 1.01% -2,455 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,582 shares; 2024Q4: 113,561 shares; 2025Q1: 109,795 shares; 2025Q2: 107,569 shares; 2025Q3: 106,656 shares; 2025Q4: 104,277 shares 104,277 $38.6M 1.01% -2,379 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,300 shares; 2024Q4: 1,497,843 shares; 2025Q1: 1,134,415 shares; 2025Q2: 982,028 shares; 2025Q3: 954,376 shares; 2025Q4: 1,416,630 shares 1,416,630 $38.1M 1% +462,254 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,854 shares; 2024Q4: 121,534 shares; 2025Q1: 122,724 shares; 2025Q2: 123,467 shares; 2025Q3: 123,199 shares; 2025Q4: 124,049 shares 124,049 $33.6M 0.88% +850 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,165 shares; 2024Q4: 332,071 shares; 2025Q1: 314,012 shares; 2025Q2: 305,830 shares; 2025Q3: 298,806 shares; 2025Q4: 301,363 shares 301,363 $33.6M 0.88% +2,557 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,747 shares; 2024Q4: 479,833 shares; 2025Q1: 498,251 shares; 2025Q2: 514,361 shares; 2025Q3: 551,683 shares; 2025Q4: 645,857 shares 645,857 $32.8M 0.86% +94,174 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,095 shares; 2024Q4: 298,396 shares; 2025Q1: 294,018 shares; 2025Q2: 289,609 shares; 2025Q3: 286,017 shares; 2025Q4: 281,856 shares 281,856 $32.1M 0.84% -4,161 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,307 shares; 2024Q4: 279,599 shares; 2025Q1: 283,616 shares; 2025Q2: 290,716 shares; 2025Q3: 306,083 shares; 2025Q4: 317,605 shares 317,605 $31.9M 0.83% +11,522 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,599 shares; 2024Q4: 28,443 shares; 2025Q1: 29,034 shares; 2025Q2: 29,367 shares; 2025Q3: 29,873 shares; 2025Q4: 29,527 shares 29,527 $31.6M 0.83% -346 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,134 shares; 2024Q4: 173,373 shares; 2025Q1: 174,040 shares; 2025Q2: 177,965 shares; 2025Q3: 184,069 shares; 2025Q4: 183,258 shares 183,258 $31.3M 0.82% -811 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,821 shares; 2024Q4: 242,463 shares; 2025Q1: 241,523 shares; 2025Q2: 240,915 shares; 2025Q3: 242,534 shares; 2025Q4: 245,217 shares 245,217 $30.7M 0.8% +2,683 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,661 shares; 2024Q4: 640,544 shares; 2025Q1: 641,665 shares; 2025Q2: 642,238 shares; 2025Q3: 638,731 shares; 2025Q4: 636,681 shares 636,681 $30.4M 0.8% -2,050 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,405 shares; 2024Q4: 538,537 shares; 2025Q1: 555,087 shares; 2025Q2: 565,858 shares; 2025Q3: 580,194 shares; 2025Q4: 612,783 shares 612,783 $29.9M 0.78% +32,589 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,103 shares; 2024Q4: 136,406 shares; 2025Q1: 134,519 shares; 2025Q2: 133,250 shares; 2025Q3: 134,282 shares; 2025Q4: 134,471 shares 134,471 $29.5M 0.77% +189 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,405 shares; 2024Q4: 143,403 shares; 2025Q1: 138,448 shares; 2025Q2: 132,178 shares; 2025Q3: 126,929 shares; 2025Q4: 121,361 shares 121,361 $29.4M 0.77% -5,568 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,055 shares; 2024Q4: 187,424 shares; 2025Q1: 184,173 shares; 2025Q2: 187,134 shares; 2025Q3: 184,999 shares; 2025Q4: 187,251 shares 187,251 $28.9M 0.76% +2,252 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,828 shares; 2024Q4: 168,921 shares; 2025Q1: 167,347 shares; 2025Q2: 165,349 shares; 2025Q3: 165,149 shares; 2025Q4: 165,493 shares 165,493 $26.8M 0.7% +344 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,711 shares; 2024Q4: 101,487 shares; 2025Q1: 101,404 shares; 2025Q2: 101,210 shares; 2025Q3: 100,372 shares; 2025Q4: 101,408 shares 101,408 $26.6M 0.7% +1,036 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,953 shares; 2024Q4: 239,323 shares; 2025Q1: 236,338 shares; 2025Q2: 232,208 shares; 2025Q3: 234,300 shares; 2025Q4: 234,701 shares 234,701 $25.9M 0.68% +401 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,431 shares; 2024Q4: 82,077 shares; 2025Q1: 81,865 shares; 2025Q2: 80,178 shares; 2025Q3: 79,243 shares; 2025Q4: 82,978 shares 82,978 $25.4M 0.66% +3,735 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,591 shares; 2024Q4: 325,959 shares; 2025Q1: 317,461 shares; 2025Q2: 309,474 shares; 2025Q3: 306,225 shares; 2025Q4: 305,210 shares 305,210 $24.5M 0.64% -1,015 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,143 shares; 2024Q4: 70,052 shares; 2025Q1: 69,638 shares; 2025Q2: 69,299 shares; 2025Q3: 69,766 shares; 2025Q4: 69,589 shares 69,589 $24.5M 0.64% -177 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 717 shares; 2025Q1: 783 shares; 2025Q2: 26,409 shares; 2025Q3: 39,686 shares; 2025Q4: 41,832 shares 41,832 $23.7M 0.62% +2,146 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,364 shares; 2024Q4: 35,725 shares; 2025Q1: 37,444 shares; 2025Q2: 39,993 shares; 2025Q3: 39,366 shares; 2025Q4: 40,322 shares 40,322 $23.4M 0.61% +956 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,795 shares; 2024Q4: 435,400 shares; 2025Q1: 452,304 shares; 2025Q2: 457,236 shares; 2025Q3: 471,820 shares; 2025Q4: 499,978 shares 499,978 $22.1M 0.58% +28,158 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,858 shares; 2024Q4: 490,299 shares; 2025Q1: 511,698 shares; 2025Q2: 521,902 shares; 2025Q3: 537,335 shares; 2025Q4: 538,231 shares 538,231 $21.9M 0.57% +896 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,904 shares; 2024Q4: 113,777 shares; 2025Q1: 115,637 shares; 2025Q2: 116,302 shares; 2025Q3: 118,960 shares; 2025Q4: 117,491 shares 117,491 $21.2M 0.55% -1,469 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,390 shares; 2024Q4: 176,681 shares; 2025Q1: 182,656 shares; 2025Q2: 186,809 shares; 2025Q3: 191,932 shares; 2025Q4: 201,384 shares 201,384 $21.1M 0.55% +9,452 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,272 shares; 2024Q4: 278,431 shares; 2025Q1: 280,437 shares; 2025Q2: 387,844 shares; 2025Q3: 420,923 shares; 2025Q4: 434,675 shares 434,675 $20.8M 0.54% +13,752 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,049 shares; 2024Q4: 14,465 shares; 2025Q1: 14,840 shares; 2025Q2: 224,172 shares; 2025Q3: 226,525 shares; 2025Q4: 227,311 shares 227,311 $20.7M 0.54% +786 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,039 shares; 2024Q4: 73,285 shares; 2025Q1: 108,114 shares; 2025Q2: 101,936 shares; 2025Q3: 96,528 shares; 2025Q4: 109,590 shares 109,590 $20.4M 0.53% +13,062 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,928 shares; 2024Q4: 683,671 shares; 2025Q1: 772,400 shares; 2025Q2: 820,468 shares; 2025Q3: 860,262 shares; 2025Q4: 817,906 shares 817,906 $20.4M 0.53% -42,356 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,234 shares; 2024Q4: 29,350 shares; 2025Q1: 29,452 shares; 2025Q2: 32,559 shares; 2025Q3: 45,720 shares; 2025Q4: 56,111 shares 56,111 $17.6M 0.46% +10,391 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,992 shares; 2024Q4: 96,775 shares; 2025Q1: 102,476 shares; 2025Q2: 104,834 shares; 2025Q3: 106,503 shares; 2025Q4: 98,065 shares 98,065 $17.2M 0.45% -8,438 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,488 shares; 2024Q4: 21,311 shares; 2025Q1: 21,757 shares; 2025Q2: 23,471 shares; 2025Q3: 25,545 shares; 2025Q4: 23,748 shares 23,748 $16.2M 0.42% -1,797 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,821 shares; 2024Q4: 411,706 shares; 2025Q1: 413,353 shares; 2025Q2: 400,492 shares; 2025Q3: 390,027 shares; 2025Q4: 386,790 shares 386,790 $15.3M 0.4% -3,237 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,299 shares; 2024Q4: 47,670 shares; 2025Q1: 47,945 shares; 2025Q2: 46,680 shares; 2025Q3: 45,700 shares; 2025Q4: 44,546 shares 44,546 $14M 0.37% -1,154 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,167 shares; 2024Q4: 235,953 shares; 2025Q1: 242,091 shares; 2025Q2: 247,122 shares; 2025Q3: 253,042 shares; 2025Q4: 265,622 shares 265,622 $13.8M 0.36% +12,580 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,844 shares; 2024Q4: 125,086 shares; 2025Q1: 128,086 shares; 2025Q2: 131,805 shares; 2025Q3: 135,612 shares; 2025Q4: 103,874 shares 103,874 $13.1M 0.34% -31,738 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,971 shares; 2024Q4: 16,303 shares; 2025Q1: 19,764 shares; 2025Q2: 17,771 shares; 2025Q3: 18,859 shares; 2025Q4: 21,024 shares 21,024 $12.9M 0.34% +2,165 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,107 shares; 2024Q4: 228,287 shares; 2025Q1: 224,545 shares; 2025Q2: 228,361 shares; 2025Q3: 231,712 shares; 2025Q4: 237,071 shares 237,071 $12.2M 0.32% +5,359 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,847 shares; 2024Q4: 19,080 shares; 2025Q1: 28,569 shares; 2025Q2: 24,973 shares; 2025Q3: 25,492 shares; 2025Q4: 35,026 shares 35,026 $12.1M 0.32% +9,534 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,348 shares; 2024Q4: 312,153 shares; 2025Q1: 309,034 shares; 2025Q2: 324,885 shares; 2025Q3: 330,688 shares; 2025Q4: 331,812 shares 331,812 $11.1M 0.29% +1,124 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,413 shares; 2024Q4: 327,094 shares; 2025Q1: 272,995 shares; 2025Q2: 268,527 shares; 2025Q3: 251,035 shares; 2025Q4: 402,252 shares 402,252 $10.6M 0.28% +151,217 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,597 shares; 2024Q4: 21,933 shares; 2025Q1: 23,276 shares; 2025Q2: 23,209 shares; 2025Q3: 23,245 shares; 2025Q4: 23,192 shares 23,192 $10.4M 0.27% -53 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,706 shares; 2024Q4: 41,016 shares; 2025Q1: 41,367 shares; 2025Q2: 39,739 shares; 2025Q3: 39,296 shares; 2025Q4: 38,708 shares 38,708 $9.72M 0.25% -588 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,868 shares; 2024Q4: 93,677 shares; 2025Q1: 92,547 shares; 2025Q2: 94,872 shares; 2025Q3: 98,988 shares; 2025Q4: 104,023 shares 104,023 $9.68M 0.25% +5,035 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,644 shares; 2024Q4: 334,971 shares; 2025Q1: 333,853 shares; 2025Q2: 341,472 shares; 2025Q3: 344,840 shares; 2025Q4: 355,309 shares 355,309 $8.97M 0.23% +10,469 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,075 shares; 2024Q4: 84,258 shares; 2025Q1: 80,916 shares; 2025Q2: 80,951 shares; 2025Q3: 79,706 shares; 2025Q4: 72,958 shares 72,958 $8.84M 0.23% -6,748 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,577 shares; 2025Q4: 18,551 shares 18,551 $8.71M 0.23% -8,026 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 6,765 shares; 2025Q1: 7,129 shares; 2025Q2: 6,942 shares; 2025Q3: 7,373 shares; 2025Q4: 12,946 shares 12,946 $8.55M 0.22% +5,573 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,820 shares; 2024Q4: 16,397 shares; 2025Q1: 16,336 shares; 2025Q2: 16,972 shares; 2025Q3: 17,326 shares; 2025Q4: 17,210 shares 17,210 $8.32M 0.22% -116 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,058 shares; 2024Q4: 55,857 shares; 2025Q1: 53,364 shares; 2025Q2: 53,569 shares; 2025Q3: 54,522 shares; 2025Q4: 55,907 shares 55,907 $8.01M 0.21% +1,385 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,372 shares 122,372 $8M 0.21% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,742 shares; 2025Q1: 11,270 shares; 2025Q2: 10,775 shares; 2025Q3: 12,463 shares; 2025Q4: 12,266 shares 12,266 $7.69M 0.2% -197 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,574 shares; 2024Q4: 112,096 shares; 2025Q1: 120,340 shares; 2025Q2: 122,952 shares; 2025Q3: 130,128 shares; 2025Q4: 135,886 shares 135,886 $7.32M 0.19% +5,758 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,589 shares; 2024Q4: 101,456 shares; 2025Q1: 99,217 shares; 2025Q2: 100,372 shares; 2025Q3: 99,977 shares; 2025Q4: 100,627 shares 100,627 $7.03M 0.18% +650 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,250 shares; 2024Q4: 29,802 shares; 2025Q1: 30,381 shares; 2025Q2: 31,257 shares; 2025Q3: 43,619 shares; 2025Q4: 44,350 shares 44,350 $6.18M 0.16% +731 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,996 shares; 2024Q4: 80,211 shares; 2025Q1: 71,808 shares; 2025Q2: 88,693 shares; 2025Q3: 92,146 shares; 2025Q4: 204,672 shares 204,672 $6.15M 0.16% +112,526 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 16,881 shares; 2025Q1: 16,150 shares; 2025Q2: 17,081 shares; 2025Q3: 16,439 shares; 2025Q4: 16,382 shares 16,382 $6.12M 0.16% -57 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,540 shares; 2024Q4: 239,355 shares; 2025Q1: 236,731 shares; 2025Q2: 158,460 shares; 2025Q3: 138,546 shares; 2025Q4: 133,835 shares 133,835 $6.09M 0.16% -4,711 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,314 shares; 2024Q4: 290,910 shares; 2025Q1: 250,811 shares; 2025Q2: 236,930 shares; 2025Q3: 233,172 shares; 2025Q4: 248,765 shares 248,765 $5.98M 0.16% +15,593 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,551 shares; 2024Q4: 38,198 shares; 2025Q1: 36,663 shares; 2025Q2: 38,661 shares; 2025Q3: 39,346 shares; 2025Q4: 39,200 shares 39,200 $5.63M 0.15% -146 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 18,045 shares; 2025Q1: 18,298 shares; 2025Q2: 18,526 shares; 2025Q3: 19,512 shares; 2025Q4: 19,358 shares 19,358 $5.57M 0.15% -154 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,616 shares; 2024Q4: 32,267 shares; 2025Q1: 32,408 shares; 2025Q2: 33,933 shares; 2025Q3: 34,045 shares; 2025Q4: 34,761 shares 34,761 $5.3M 0.14% +716 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,897 shares; 2024Q4: 29,503 shares; 2025Q1: 30,781 shares; 2025Q2: 28,489 shares; 2025Q3: 27,166 shares; 2025Q4: 27,721 shares 27,721 $5.29M 0.14% +555 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,182 shares; 2024Q4: 3,379 shares; 2025Q1: 51,830 shares; 2025Q2: 28,987 shares; 2025Q3: 17,275 shares; 2025Q4: 29,439 shares 29,439 $5.23M 0.14% +12,164 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,228 shares; 2024Q4: 62,102 shares; 2025Q1: 63,140 shares; 2025Q2: 61,718 shares; 2025Q3: 62,152 shares; 2025Q4: 64,396 shares 64,396 $5M 0.13% +2,244 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,355 shares; 2024Q4: 163,363 shares; 2025Q1: 174,923 shares; 2025Q2: 182,777 shares; 2025Q3: 190,417 shares; 2025Q4: 21,281 shares 21,281 $4.87M 0.13% -169,136 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,253 shares; 2025Q2: 13,236 shares; 2025Q3: 13,236 shares; 2025Q4: 13,315 shares 13,315 $4.8M 0.13% +79 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,957 shares; 2024Q4: 50,317 shares; 2025Q1: 51,199 shares; 2025Q2: 43,971 shares; 2025Q3: 44,702 shares; 2025Q4: 47,503 shares 47,503 $4.68M 0.12% +2,801 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; 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; 2025Q4: 154,065 shares 154,065 $4.65M 0.12% -10,329 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,816 shares; 2024Q4: 50,435 shares; 2025Q1: 50,383 shares; 2025Q2: 50,812 shares; 2025Q3: 50,749 shares; 2025Q4: 45,223 shares 45,223 $4.56M 0.12% -5,526 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,899 shares 13,899 $4.19M 0.11% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,130 shares; 2024Q4: 13,622 shares; 2025Q1: 13,075 shares; 2025Q2: 13,909 shares; 2025Q3: 27,062 shares; 2025Q4: 33,708 shares 33,708 $4.06M 0.11% +6,646 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,054 shares; 2024Q4: 128,505 shares; 2025Q1: 125,994 shares; 2025Q2: 121,574 shares; 2025Q3: 125,709 shares; 2025Q4: 123,600 shares 123,600 $3.52M 0.09% -2,109 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,178 shares; 2024Q4: 116,139 shares; 2025Q1: 110,749 shares; 2025Q2: 101,543 shares; 2025Q3: 104,582 shares; 2025Q4: 106,569 shares 106,569 $3.49M 0.09% +1,987 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,099 shares; 2024Q4: 150,253 shares; 2025Q1: 122,898 shares; 2025Q2: 121,291 shares; 2025Q3: 108,309 shares; 2025Q4: 121,396 shares 121,396 $3.13M 0.08% +13,087 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,680 shares; 2024Q4: 12,327 shares; 2025Q1: 12,621 shares; 2025Q2: 11,694 shares; 2025Q3: 11,956 shares; 2025Q4: 13,479 shares 13,479 $2.89M 0.08% +1,523 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,289 shares; 2025Q1: 1,285 shares; 2025Q2: 1,409 shares; 2025Q3: 1,696 shares; 2025Q4: 30,390 shares 30,390 $2.85M 0.07% +28,694 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,816 shares; 2025Q3: 7,123 shares; 2025Q4: 27,547 shares 27,547 $2.73M 0.07% +20,424 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,867 shares; 2024Q4: 25,910 shares; 2025Q1: 25,685 shares; 2025Q2: 28,873 shares; 2025Q3: 29,891 shares; 2025Q4: 30,411 shares 30,411 $2.69M 0.07% +520 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 6,536 shares; 2025Q1: 5,914 shares; 2025Q2: 5,687 shares; 2025Q3: 6,312 shares; 2025Q4: 13,715 shares 13,715 $2.67M 0.07% +7,403 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 14,165 shares; 2025Q1: 14,120 shares; 2025Q2: 14,192 shares; 2025Q3: 14,115 shares; 2025Q4: 13,889 shares 13,889 $2.61M 0.07% -226 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,827 shares; 2024Q4: 115,472 shares; 2025Q1: 115,647 shares; 2025Q2: 122,333 shares; 2025Q3: 122,326 shares; 2025Q4: 121,483 shares 121,483 $2.55M 0.07% -843 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,310 shares; 2024Q4: 17,501 shares; 2025Q1: 18,500 shares; 2025Q2: 17,901 shares; 2025Q3: 22,654 shares; 2025Q4: 43,565 shares 43,565 $2.5M 0.07% +20,911 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 6,836 shares; 2025Q1: 6,589 shares; 2025Q2: 6,547 shares; 2025Q3: 6,505 shares; 2025Q4: 6,338 shares 6,338 $2.5M 0.07% -167 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 6,361 shares; 2025Q1: 8,453 shares; 2025Q2: 12,883 shares; 2025Q3: 14,488 shares; 2025Q4: 22,913 shares 22,913 $2.44M 0.06% +8,425 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,655 shares 18,655 $2.44M 0.06% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,573 shares; 2024Q4: 75,221 shares; 2025Q1: 73,306 shares; 2025Q2: 71,628 shares; 2025Q3: 71,223 shares; 2025Q4: 71,298 shares 71,298 $2.42M 0.06% +75 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 2,648 shares; 2025Q1: 3,718 shares; 2025Q2: 3,084 shares; 2025Q3: 2,472 shares; 2025Q4: 7,204 shares 7,204 $2.42M 0.06% +4,732 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,309 shares; 2024Q4: 67,752 shares; 2025Q1: 67,007 shares; 2025Q2: 68,598 shares; 2025Q3: 72,466 shares; 2025Q4: 73,992 shares 73,992 $2.29M 0.06% +1,526 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 3 shares 3 $2.26M 0.06% +2 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,460 shares; 2025Q3: 26,830 shares; 2025Q4: 26,830 shares 26,830 $2.21M 0.06% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,477 shares; 2024Q4: 8,385 shares; 2025Q1: 10,003 shares; 2025Q2: 9,567 shares; 2025Q3: 12,221 shares; 2025Q4: 27,346 shares 27,346 $2.11M 0.06% +15,125 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,400 shares 24,400 $2.1M 0.06% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,896 shares; 2024Q4: 33,652 shares; 2025Q1: 33,484 shares; 2025Q2: 33,225 shares; 2025Q3: 33,147 shares; 2025Q4: 33,801 shares 33,801 $2.1M 0.05% +654 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,898 shares; 2024Q4: 196,143 shares; 2025Q1: 244,604 shares; 2025Q2: 45,050 shares; 2025Q3: 41,840 shares; 2025Q4: 40,183 shares 40,183 $2.04M 0.05% -1,657 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,234 shares; 2024Q4: 50,946 shares; 2025Q1: 49,287 shares; 2025Q2: 47,452 shares; 2025Q3: 47,100 shares; 2025Q4: 61,483 shares 61,483 $2.01M 0.05% +14,383 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,092 shares; 2024Q4: 31,092 shares; 2025Q1: 29,139 shares; 2025Q2: 30,279 shares; 2025Q3: 30,207 shares; 2025Q4: 31,456 shares 31,456 $2M 0.05% +1,249 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 3,720 shares; 2025Q1: 3,751 shares; 2025Q2: 3,437 shares; 2025Q3: 6,926 shares; 2025Q4: 6,730 shares 6,730 $1.99M 0.05% -196 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 6,526 shares; 2025Q1: 6,110 shares; 2025Q2: 6,196 shares; 2025Q3: 6,424 shares; 2025Q4: 7,165 shares 7,165 $1.84M 0.05% +741 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,667 shares; 2024Q4: 10,996 shares; 2025Q1: 12,974 shares; 2025Q2: 12,554 shares; 2025Q3: 14,193 shares; 2025Q4: 16,578 shares 16,578 $1.83M 0.05% +2,385 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 896 shares 896 $1.8M 0.05% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,619 shares; 2025Q3: 25,643 shares; 2025Q4: 28,515 shares 28,515 $1.78M 0.05% +2,872 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,143 shares; 2024Q4: 41,105 shares; 2025Q1: 43,214 shares; 2025Q2: 39,063 shares; 2025Q3: 34,841 shares; 2025Q4: 30,950 shares 30,950 $1.56M 0.04% -3,891 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 853 shares; 2025Q1: 898 shares; 2025Q2: 912 shares; 2025Q3: 1,813 shares; 2025Q4: 1,733 shares 1,733 $1.52M 0.04% -80 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,395 shares; 2025Q1: 4,293 shares; 2025Q2: 4,505 shares; 2025Q3: 4,417 shares; 2025Q4: 4,272 shares 4,272 $1.47M 0.04% -145 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,897 shares; 2025Q1: 3,097 shares; 2025Q2: 2,940 shares; 2025Q3: 2,673 shares; 2025Q4: 6,643 shares 6,643 $1.46M 0.04% +3,970 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 3,092 shares; 2025Q1: 3,184 shares; 2025Q2: 2,916 shares; 2025Q3: 2,889 shares; 2025Q4: 2,889 shares 2,889 $1.37M 0.04% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,830 shares; 2024Q4: 14,306 shares; 2025Q1: 13,712 shares; 2025Q2: 12,741 shares; 2025Q3: 13,560 shares; 2025Q4: 13,552 shares 13,552 $1.35M 0.04% -8 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,245 shares; 2025Q1: 1,248 shares; 2025Q2: 1,314 shares; 2025Q3: 1,229 shares; 2025Q4: 1,253 shares 1,253 $1.34M 0.04% +24 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,203 shares; 2025Q1: 5,486 shares; 2025Q2: 5,625 shares; 2025Q3: 7,038 shares; 2025Q4: 6,760 shares 6,760 $1.2M 0.03% -278 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,699 shares 1,699 $1.13M 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,217 shares; 2024Q4: 15,032 shares; 2025Q1: 13,279 shares; 2025Q2: 22,243 shares; 2025Q3: 25,412 shares; 2025Q4: 29,452 shares 29,452 $1.09M 0.03% +4,040 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 3,572 shares; 2025Q1: 4,461 shares; 2025Q2: 4,237 shares; 2025Q3: 4,102 shares; 2025Q4: 13,461 shares 13,461 $1.08M 0.03% +9,359 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,171 shares; 2024Q4: 18,801 shares; 2025Q1: 23,724 shares; 2025Q2: 24,255 shares; 2025Q3: 29,059 shares; 2025Q4: 19,825 shares 19,825 $1.06M 0.03% -9,234 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,618 shares; 2025Q1: 4,611 shares; 2025Q2: 4,760 shares; 2025Q3: 4,742 shares; 2025Q4: 5,494 shares 5,494 $1.01M 0.03% +752 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,506 shares; 2024Q4: 94,506 shares; 2025Q1: 94,506 shares; 2025Q2: 94,506 shares; 2025Q3: 100,506 shares; 2025Q4: 94,506 shares 94,506 $952K 0.02% -6,000 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares 5,400 $936K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,332 shares 5,332 $858K 0.02% new Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,000 shares 108,000 $791K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 4,883 shares; 2025Q1: 4,942 shares; 2025Q2: 4,886 shares; 2025Q3: 6,068 shares; 2025Q4: 9,264 shares 9,264 $780K 0.02% +3,196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,292 shares; 2024Q4: 30,460 shares; 2025Q1: 30,555 shares; 2025Q2: 30,691 shares; 2025Q3: 30,825 shares; 2025Q4: 30,994 shares 30,994 $763K 0.02% +169 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 8,827 shares; 2025Q1: 9,091 shares; 2025Q2: 9,634 shares; 2025Q3: 6,975 shares; 2025Q4: 5,865 shares 5,865 $756K 0.02% -1,110 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,860 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 5,440 shares; 2025Q4: 9,970 shares 9,970 $752K 0.02% +4,530 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 3,856 shares; 2025Q1: 3,510 shares; 2025Q2: 3,398 shares; 2025Q3: 3,515 shares; 2025Q4: 3,462 shares 3,462 $752K 0.02% -53 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 10,322 shares; 2025Q1: 10,322 shares; 2025Q2: 10,322 shares; 2025Q3: 10,332 shares; 2025Q4: 10,389 shares 10,389 $744K 0.02% +57 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 310 shares; 2025Q2: 278 shares; 2025Q3: 320 shares; 2025Q4: 895 shares 895 $734K 0.02% +575 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 5,023 shares; 2025Q1: 5,019 shares; 2025Q2: 4,698 shares; 2025Q3: 6,785 shares; 2025Q4: 5,105 shares 5,105 $733K 0.02% -1,680 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 11,727 shares; 2025Q1: 12,828 shares; 2025Q2: 13,967 shares; 2025Q3: 8,254 shares; 2025Q4: 8,147 shares 8,147 $729K 0.02% -107 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,118 shares; 2024Q4: 32,359 shares; 2025Q1: 35,256 shares; 2025Q2: 35,256 shares; 2025Q3: 58,868 shares; 2025Q4: 30,116 shares 30,116 $728K 0.02% -28,752 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 771 shares; 2025Q1: 741 shares; 2025Q2: 682 shares; 2025Q3: 798 shares; 2025Q4: 951 shares 951 $717K 0.02% +153 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 8,105 shares; 2025Q1: 8,154 shares; 2025Q2: 8,203 shares; 2025Q3: 8,203 shares; 2025Q4: 8,043 shares 8,043 $704K 0.02% -160 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,939 shares; 2025Q4: 9,483 shares 9,483 $702K 0.02% +6,544 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,529 shares; 2025Q1: 3,277 shares; 2025Q2: 1,553 shares; 2025Q3: 1,642 shares; 2025Q4: 1,538 shares 1,538 $697K 0.02% -104 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 15,366 shares; 2025Q1: 13,866 shares; 2025Q2: 15,652 shares; 2025Q3: 13,882 shares; 2025Q4: 12,516 shares 12,516 $688K 0.02% -1,366 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,177 shares; 2024Q4: 5,708 shares; 2025Q1: 5,708 shares; 2025Q2: 5,708 shares; 2025Q3: 5,547 shares; 2025Q4: 5,678 shares 5,678 $687K 0.02% +131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,772 shares; 2024Q4: 26,005 shares; 2025Q1: 24,726 shares; 2025Q2: 23,909 shares; 2025Q3: 23,755 shares; 2025Q4: 23,175 shares 23,175 $686K 0.02% -580 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 741 shares; 2025Q1: 1,194 shares; 2025Q2: 1,267 shares; 2025Q3: 1,254 shares; 2025Q4: 1,177 shares 1,177 $675K 0.02% -77 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,199 shares; 2025Q1: 3,438 shares; 2025Q2: 2,500 shares; 2025Q3: 4,393 shares; 2025Q4: 3,484 shares 3,484 $667K 0.02% -909 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,656 shares; 2024Q4: 16,513 shares; 2025Q1: 16,194 shares; 2025Q2: 16,194 shares; 2025Q3: 17,196 shares; 2025Q4: 16,194 shares 16,194 $641K 0.02% -1,002 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 1,237 shares; 2025Q1: 1,197 shares; 2025Q2: 1,109 shares; 2025Q3: 1,005 shares; 2025Q4: 2,376 shares 2,376 $629K 0.02% +1,371 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 7,423 shares; 2025Q1: 7,076 shares; 2025Q2: 7,158 shares; 2025Q3: 7,308 shares; 2025Q4: 7,103 shares 7,103 $619K 0.02% -205 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 1,236 shares; 2025Q1: 738 shares; 2025Q2: 723 shares; 2025Q3: 804 shares; 2025Q4: 1,765 shares 1,765 $618K 0.02% +961 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,371 shares 6,371 $612K 0.02% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,511 shares; 2025Q3: 3,892 shares; 2025Q4: 3,575 shares 3,575 $612K 0.02% -317 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,735 shares; 2024Q4: 15,735 shares; 2025Q1: 12,660 shares; 2025Q2: 13,229 shares; 2025Q3: 13,229 shares; 2025Q4: 13,414 shares 13,414 $599K 0.02% +185 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 4,196 shares; 2025Q1: 3,896 shares; 2025Q2: 3,896 shares; 2025Q3: 4,878 shares; 2025Q4: 4,878 shares 4,878 $593K 0.02% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,213 shares; 2025Q1: 3,257 shares; 2025Q2: 3,298 shares; 2025Q3: 3,341 shares; 2025Q4: 3,789 shares 3,789 $564K 0.01% +448 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,388 shares; 2024Q4: 314,096 shares; 2025Q1: 311,366 shares; 2025Q2: 315,122 shares; 2025Q3: 12,800 shares; 2025Q4: 10,094 shares 10,094 $557K 0.01% -2,706 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,032 shares 2,032 $555K 0.01% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,102 shares; 2024Q4: 10,010 shares; 2025Q1: 9,959 shares; 2025Q2: 9,498 shares; 2025Q3: 8,188 shares; 2025Q4: 7,765 shares 7,765 $542K 0.01% -423 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,498 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,498 shares; 2025Q4: 1,127 shares 1,127 $542K 0.01% -371 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,451 shares; 2025Q4: 6,646 shares 6,646 $539K 0.01% +195 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,812 shares; 2024Q4: 10,066 shares; 2025Q1: 9,594 shares; 2025Q2: 9,661 shares; 2025Q3: 9,524 shares; 2025Q4: 9,831 shares 9,831 $538K 0.01% +307 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $537K 0.01% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 2,666 shares; 2025Q1: 2,093 shares; 2025Q2: 2,173 shares; 2025Q3: 2,261 shares; 2025Q4: 2,332 shares 2,332 $533K 0.01% +71 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 7,893 shares; 2025Q1: 7,801 shares; 2025Q2: 7,723 shares; 2025Q3: 6,317 shares; 2025Q4: 6,217 shares 6,217 $530K 0.01% -100 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 3,248 shares; 2025Q3: 3,249 shares; 2025Q4: 3,245 shares 3,245 $528K 0.01% -4 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 9,354 shares; 2025Q1: 16,968 shares; 2025Q2: 19,552 shares; 2025Q3: 12,677 shares; 2025Q4: 19,392 shares 19,392 $528K 0.01% +6,715 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 773 shares; 2025Q1: 781 shares; 2025Q2: 785 shares; 2025Q3: 797 shares; 2025Q4: 774 shares 774 $524K 0.01% -23 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,976 shares; 2025Q1: 4,985 shares; 2025Q2: 4,247 shares; 2025Q3: 4,347 shares; 2025Q4: 4,444 shares 4,444 $521K 0.01% +97 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 1,486 shares; 2025Q1: 1,489 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares 1,502 $510K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 1,640 shares 1,640 $505K 0.01% +574 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,742 shares; 2025Q3: 1,724 shares; 2025Q4: 1,723 shares 1,723 $500K 0.01% -1 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,985 shares; 2025Q3: 10,911 shares; 2025Q4: 10,583 shares 10,583 $495K 0.01% -328 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,361 shares; 2025Q3: 890 shares; 2025Q4: 1,269 shares 1,269 $494K 0.01% +379 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 3,464 shares; 2025Q2: 2,115 shares; 2025Q3: 1,866 shares; 2025Q4: 1,898 shares 1,898 $488K 0.01% +32 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,851 shares; 2024Q4: 20,905 shares; 2025Q1: 23,026 shares; 2025Q2: 18,280 shares; 2025Q3: 15,945 shares; 2025Q4: 17,671 shares 17,671 $485K 0.01% +1,726 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,584 shares; 2024Q4: 8,180 shares; 2025Q1: 9,815 shares; 2025Q2: 9,549 shares; 2025Q3: 7,521 shares; 2025Q4: 7,355 shares 7,355 $477K 0.01% -166 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,053 shares; 2024Q4: 57,048 shares; 2025Q1: 57,048 shares; 2025Q2: 57,048 shares; 2025Q3: 57,708 shares; 2025Q4: 44,865 shares 44,865 $476K 0.01% -12,843 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,216 shares 7,216 $473K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,092 shares; 2025Q1: 1,037 shares; 2025Q2: 1,038 shares; 2025Q3: 1,039 shares; 2025Q4: 1,451 shares 1,451 $469K 0.01% +412 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 3,788 shares; 2025Q1: 3,676 shares; 2025Q2: 3,551 shares; 2025Q3: 3,555 shares; 2025Q4: 3,601 shares 3,601 $460K 0.01% +46 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,406 shares; 2024Q4: 211,910 shares; 2025Q1: 220,455 shares; 2025Q2: 49,988 shares; 2025Q3: 6,123 shares; 2025Q4: 4,334 shares 4,334 $456K 0.01% -1,789 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,481 shares; 2025Q1: 1,364 shares; 2025Q2: 1,957 shares; 2025Q3: 1,364 shares; 2025Q4: 1,393 shares 1,393 $456K 0.01% +29 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,282 shares; 2025Q1: 1,033 shares; 2025Q2: 1,010 shares; 2025Q3: not reported; 2025Q4: 2,455 shares 2,455 $455K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,090 shares; 2025Q4: 18,900 shares 18,900 $454K 0.01% +8,810 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,814 shares 3,814 $445K 0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 8,931 shares; 2025Q1: 4,786 shares; 2025Q2: 4,291 shares; 2025Q3: 4,904 shares; 2025Q4: 4,711 shares 4,711 $439K 0.01% -193 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,522 shares; 2025Q1: 10,736 shares; 2025Q2: 8,841 shares; 2025Q3: 8,578 shares; 2025Q4: 7,451 shares 7,451 $431K 0.01% -1,127 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,135 shares 27,135 $430K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,902 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,659 shares; 2025Q3: 19,514 shares; 2025Q4: 17,302 shares 17,302 $430K 0.01% -2,212 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 631 shares; 2025Q3: 1,173 shares; 2025Q4: 1,200 shares 1,200 $424K 0.01% +27 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 805 shares; 2025Q2: 962 shares; 2025Q3: 768 shares; 2025Q4: 797 shares 797 $417K 0.01% +29 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,717 shares; 2024Q4: 6,689 shares; 2025Q1: 6,724 shares; 2025Q2: 6,648 shares; 2025Q3: 7,326 shares; 2025Q4: 5,975 shares 5,975 $415K 0.01% -1,351 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,458 shares; 2024Q4: 63,634 shares; 2025Q1: 65,636 shares; 2025Q2: 5,238 shares; 2025Q3: 4,179 shares; 2025Q4: 4,093 shares 4,093 $411K 0.01% -86 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: 1,355 shares 1,355 $409K 0.01% +617 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 2,756 shares 2,756 $397K 0.01% +2,069 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,166 shares; 2024Q4: 9,706 shares; 2025Q1: 9,706 shares; 2025Q2: 9,706 shares; 2025Q3: 9,706 shares; 2025Q4: 9,785 shares 9,785 $396K 0.01% +79 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,111 shares; 2025Q1: 5,127 shares; 2025Q2: 5,245 shares; 2025Q3: 5,127 shares; 2025Q4: 4,148 shares 4,148 $388K 0.01% -979 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,674 shares; 2025Q4: 17,314 shares 17,314 $386K 0.01% +5,640 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,284 shares; 2025Q1: 2,279 shares; 2025Q2: 2,306 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares 2,525 $382K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,919 shares; 2025Q1: 3,199 shares; 2025Q2: 3,316 shares; 2025Q3: 3,492 shares; 2025Q4: 3,096 shares 3,096 $380K 0.01% -396 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 803 shares; 2025Q2: 730 shares; 2025Q3: 957 shares; 2025Q4: 742 shares 742 $379K 0.01% -215 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 2,552 shares; 2025Q1: 2,247 shares; 2025Q2: 2,262 shares; 2025Q3: 2,410 shares; 2025Q4: 1,939 shares 1,939 $378K 0.01% -471 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,112 shares; 2025Q4: 942 shares 942 $373K 0.01% -170 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 5,000 shares; 2025Q1: 4,836 shares; 2025Q2: 4,719 shares; 2025Q3: 5,070 shares; 2025Q4: 5,531 shares 5,531 $372K 0.01% +461 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,092 shares; 2025Q3: 6,103 shares; 2025Q4: 6,453 shares 6,453 $372K 0.01% +350 Timeline SCCR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,293 shares 14,293 $369K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares 1,228 $360K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,279 shares; 2025Q1: 3,292 shares; 2025Q2: 3,353 shares; 2025Q3: 3,326 shares; 2025Q4: 3,461 shares 3,461 $360K 0.01% +135 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,865 shares; 2025Q1: 4,010 shares; 2025Q2: 4,106 shares; 2025Q3: 3,774 shares; 2025Q4: 3,774 shares 3,774 $355K 0.01% 0 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,029 shares; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares 4,029 $353K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares 2,564 $349K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares 1,368 $343K 0.01% new Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,839 shares 8,839 $340K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 4,095 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,710 shares; 2025Q4: 3,710 shares 3,710 $339K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,846 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares 5,625 $330K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 2,588 shares; 2025Q4: 2,397 shares 2,397 $330K 0.01% -191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,401 shares; 2025Q3: 3,559 shares; 2025Q4: 3,401 shares 3,401 $320K 0.01% -158 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 3,318 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,442 shares; 2025Q4: 2,860 shares 2,860 $314K 0.01% +418 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,798 shares 1,798 $312K 0.01% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 568 shares; 2025Q1: 537 shares; 2025Q2: not reported; 2025Q3: 986 shares; 2025Q4: 934 shares 934 $308K 0.01% -52 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,754 shares; 2025Q1: 1,761 shares; 2025Q2: 1,786 shares; 2025Q3: 1,730 shares; 2025Q4: 1,194 shares 1,194 $308K 0.01% -536 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,700 shares; 2025Q3: 24,700 shares; 2025Q4: 24,700 shares 24,700 $297K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,292 shares; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,555 shares; 2025Q4: 1,625 shares 1,625 $294K 0.01% +70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,210 shares; 2025Q1: 6,176 shares; 2025Q2: 6,201 shares; 2025Q3: 6,257 shares; 2025Q4: 6,342 shares 6,342 $289K 0.01% +85 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,654 shares; 2025Q1: 1,655 shares; 2025Q2: 3,058 shares; 2025Q3: 2,402 shares; 2025Q4: 1,613 shares 1,613 $280K 0.01% -789 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,092 shares 2,092 $277K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,531 shares; 2025Q3: 8,531 shares; 2025Q4: 8,531 shares 8,531 $274K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,646 shares; 2025Q1: 3,646 shares; 2025Q2: 2,784 shares; 2025Q3: 2,784 shares; 2025Q4: 3,282 shares 3,282 $272K 0.01% +498 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 1,009 shares 1,009 $271K 0.01% +66 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,300 shares 8,300 $270K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,096 shares; 2025Q3: 1,975 shares; 2025Q4: 1,974 shares 1,974 $267K 0.01% -1 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 218 shares 218 $265K 0.01% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,261 shares; 2025Q3: 4,428 shares; 2025Q4: 4,428 shares 4,428 $264K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 1,272 shares 1,272 $258K 0.01% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares 2,547 $253K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,022 shares; 2025Q2: 1,020 shares; 2025Q3: 1,204 shares; 2025Q4: 1,214 shares 1,214 $253K 0.01% +10 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,407 shares; 2025Q3: 2,407 shares; 2025Q4: 2,407 shares 2,407 $250K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704 shares; 2025Q4: 853 shares 853 $248K 0.01% +149 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,099 shares; 2025Q4: 2,129 shares 2,129 $247K 0.01% +30 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $247K 0.01% new Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares 2,608 $246K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: 1,005 shares; 2025Q2: 1,015 shares; 2025Q3: 1,139 shares; 2025Q4: 973 shares 973 $240K 0.01% -166 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,078 shares; 2025Q3: not reported; 2025Q4: 10,571 shares 10,571 $238K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,704 shares; 2025Q1: 3,731 shares; 2025Q2: 3,791 shares; 2025Q3: 3,793 shares; 2025Q4: 3,824 shares 3,824 $232K 0.01% +31 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,551 shares 1,551 $231K 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $230K 0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares 1,380 $229K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,659 shares; 2025Q1: 1,719 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 746 shares 746 $227K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 713 shares 713 $223K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,555 shares; 2025Q2: 6,545 shares; 2025Q3: 4,681 shares; 2025Q4: 4,765 shares 4,765 $215K 0.01% +84 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 614 shares 614 $215K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares 2,466 $215K 0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: 627 shares 627 $213K 0.01% -128 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,517 shares 2,517 $204K 0.01% new Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares 350 $204K 0.01% new Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,830 shares 3,830 $202K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,152 shares; 2025Q1: 1,064 shares; 2025Q2: 1,069 shares; 2025Q3: 985 shares; 2025Q4: 988 shares 988 $201K 0.01% +3 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,800 shares 2,800 $200K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,269 shares; 2025Q1: 12,516 shares; 2025Q2: 13,272 shares; 2025Q3: 14,232 shares; 2025Q4: 14,827 shares 14,827 $195K 0.01% +595 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,986 shares; 2025Q1: 21,410 shares; 2025Q2: 21,210 shares; 2025Q3: 21,210 shares; 2025Q4: 21,210 shares 21,210 $161K <0.01% 0 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $80.1K <0.01% new Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $54.6K <0.01% new Timeline