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: 44,971 shares; 2024Q4: 45,153 shares; 2025Q1: 38,411 shares; 2025Q2: 38,712 shares; 2025Q3: 38,702 shares; 2025Q4: 38,480 shares 38,480 $26.2M 9.54% -222 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: 282,816 shares; 2024Q4: 862,365 shares; 2025Q1: 864,599 shares; 2025Q2: 894,919 shares; 2025Q3: 922,143 shares; 2025Q4: 926,878 shares 926,878 $25.4M 9.25% +4,735 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: 60,501 shares; 2024Q4: 60,686 shares; 2025Q1: 54,399 shares; 2025Q2: 34,496 shares; 2025Q3: 35,025 shares; 2025Q4: 35,027 shares 35,027 $21.5M 7.83% +2 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370,973 shares; 2025Q4: 407,709 shares 407,709 $20.3M 7.39% +36,736 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: 76,136 shares; 2024Q4: 75,518 shares; 2025Q1: 72,451 shares; 2025Q2: 71,273 shares; 2025Q3: 60,489 shares; 2025Q4: 57,130 shares 57,130 $19.8M 7.19% -3,359 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: 49,761 shares; 2024Q4: 50,132 shares; 2025Q1: 49,797 shares; 2025Q2: 49,102 shares; 2025Q3: 47,049 shares; 2025Q4: 45,768 shares 45,768 $14.3M 5.21% -1,281 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,813 shares; 2024Q4: 54,085 shares; 2025Q1: 52,957 shares; 2025Q2: 52,434 shares; 2025Q3: 51,961 shares; 2025Q4: 51,337 shares 51,337 $14M 5.08% -624 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: 23,001 shares; 2024Q4: 23,097 shares; 2025Q1: 22,858 shares; 2025Q2: 22,457 shares; 2025Q3: 22,151 shares; 2025Q4: 21,859 shares 21,859 $10.6M 3.84% -292 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: 44,546 shares; 2024Q4: 44,437 shares; 2025Q1: 43,883 shares; 2025Q2: 43,537 shares; 2025Q3: 42,148 shares; 2025Q4: 41,654 shares 41,654 $9.62M 3.5% -494 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,125 shares; 2025Q3: 72,222 shares; 2025Q4: 74,088 shares 74,088 $8.84M 3.22% +1,866 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: 12,463 shares; 2024Q4: 12,489 shares; 2025Q1: 12,470 shares; 2025Q2: 12,199 shares; 2025Q3: 12,108 shares; 2025Q4: 12,097 shares 12,097 $8.01M 2.91% -11 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: 26,039 shares; 2024Q4: 26,008 shares; 2025Q1: 21,301 shares; 2025Q2: 21,384 shares; 2025Q3: 21,015 shares; 2025Q4: 20,869 shares 20,869 $7.32M 2.66% -146 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: 21,936 shares; 2024Q4: 21,949 shares; 2025Q1: 21,856 shares; 2025Q2: 21,857 shares; 2025Q3: 21,782 shares; 2025Q4: 21,599 shares 21,599 $6.96M 2.53% -183 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: 61,423 shares; 2024Q4: 185,049 shares; 2025Q1: 186,329 shares; 2025Q2: 213,127 shares; 2025Q3: 217,636 shares; 2025Q4: 221,585 shares 221,585 $5.96M 2.17% +3,949 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: 17,310 shares; 2024Q4: 17,271 shares; 2025Q1: 17,177 shares; 2025Q2: 17,137 shares; 2025Q3: 16,938 shares; 2025Q4: 17,321 shares 17,321 $5.96M 2.17% +383 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: 48,713 shares; 2024Q4: 193,813 shares; 2025Q1: 197,819 shares; 2025Q2: 173,759 shares; 2025Q3: 177,228 shares; 2025Q4: 179,534 shares 179,534 $5.86M 2.13% +2,306 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,745 shares; 2024Q4: 26,134 shares; 2025Q1: 26,141 shares; 2025Q2: 26,806 shares; 2025Q3: 27,632 shares; 2025Q4: 27,727 shares 27,727 $5.8M 2.11% +95 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: 11,328 shares; 2024Q4: 11,396 shares; 2025Q1: 11,341 shares; 2025Q2: 11,354 shares; 2025Q3: 11,206 shares; 2025Q4: 11,125 shares 11,125 $5.59M 2.03% -81 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: 15,714 shares; 2024Q4: 16,004 shares; 2025Q1: 15,696 shares; 2025Q2: 15,597 shares; 2025Q3: 20,914 shares; 2025Q4: 20,679 shares 20,679 $5.31M 1.93% -235 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: 10,795 shares; 2024Q4: 10,827 shares; 2025Q1: 11,035 shares; 2025Q2: 10,955 shares; 2025Q3: 10,815 shares; 2025Q4: 10,636 shares 10,636 $5.14M 1.87% -179 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: 34,358 shares; 2024Q4: 34,600 shares; 2025Q1: 34,340 shares; 2025Q2: 34,359 shares; 2025Q3: 33,532 shares; 2025Q4: 33,360 shares 33,360 $5.08M 1.85% -172 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: 18,777 shares; 2024Q4: 18,773 shares; 2025Q1: 18,698 shares; 2025Q2: 18,590 shares; 2025Q3: 18,604 shares; 2025Q4: 18,730 shares 18,730 $5.03M 1.83% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,994 shares; 2025Q4: 15,071 shares 15,071 $4.58M 1.67% +2,077 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,572 shares; 2024Q4: 35,567 shares; 2025Q1: 35,698 shares; 2025Q2: 35,806 shares; 2025Q3: 36,054 shares; 2025Q4: 35,586 shares 35,586 $4.02M 1.46% -468 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: 126,579 shares; 2024Q4: 125,824 shares; 2025Q1: 125,144 shares; 2025Q2: 126,401 shares; 2025Q3: 131,391 shares; 2025Q4: 126,183 shares 126,183 $3.14M 1.14% -5,208 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: 20,680 shares; 2024Q4: 20,477 shares; 2025Q1: 20,322 shares; 2025Q2: 20,379 shares; 2025Q3: 20,671 shares; 2025Q4: 20,214 shares 20,214 $2.9M 1.06% -457 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: not reported; 2024Q4: not reported; 2025Q1: 6,552 shares; 2025Q2: 6,518 shares; 2025Q3: 6,552 shares; 2025Q4: 6,699 shares 6,699 $2.48M 0.9% +147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 8,055 shares 8,055 $2.39M 0.87% +7,194 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,772 shares; 2024Q4: 26,176 shares; 2025Q1: 26,285 shares; 2025Q2: 26,421 shares; 2025Q3: 26,733 shares; 2025Q4: 26,353 shares 26,353 $2.09M 0.76% -380 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: 2,915 shares; 2024Q4: 2,915 shares; 2025Q1: 2,915 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares; 2025Q4: 2,915 shares 2,915 $1.4M 0.51% 0 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: 21,566 shares; 2024Q4: 21,422 shares; 2025Q1: 21,834 shares; 2025Q2: 22,767 shares; 2025Q3: 23,082 shares; 2025Q4: 23,406 shares 23,406 $1.28M 0.47% +324 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: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 3,390 shares 3,390 $1.22M 0.44% +50 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: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 1,872 shares; 2025Q3: 1,872 shares; 2025Q4: 1,974 shares 1,974 $782K 0.28% +102 Timeline FLRN 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: 24,110 shares; 2024Q4: 24,110 shares; 2025Q1: 24,278 shares; 2025Q2: 24,278 shares; 2025Q3: 24,278 shares; 2025Q4: 24,278 shares 24,278 $746K 0.27% 0 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: 639 shares; 2024Q4: 639 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 870 shares; 2025Q4: 870 shares 870 $498K 0.18% 0 Timeline HBCP HOMEBANCORP INC More: the full row for HOMEBANCORP 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: 8,300 shares; 2025Q4: 8,300 shares 8,300 $480K 0.17% 0 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: 3,540 shares; 2024Q4: 3,861 shares; 2025Q1: 3,867 shares; 2025Q2: 4,167 shares; 2025Q3: 4,167 shares; 2025Q4: 4,167 shares 4,167 $464K 0.17% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 820 shares; 2025Q1: 831 shares; 2025Q2: 886 shares; 2025Q3: 986 shares; 2025Q4: 986 shares 986 $443K 0.16% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,732 shares; 2025Q2: 2,462 shares; 2025Q3: 2,386 shares; 2025Q4: 2,311 shares 2,311 $431K 0.16% -75 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,317 shares; 2025Q3: 7,317 shares; 2025Q4: 7,317 shares 7,317 $421K 0.15% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,171 shares; 2024Q4: 170,243 shares; 2025Q1: 169,482 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares 5,600 $416K 0.15% 0 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: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,812 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares; 2025Q4: 3,812 shares 3,812 $390K 0.14% 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: 4,517 shares; 2024Q4: 4,517 shares; 2025Q1: 4,517 shares; 2025Q2: 4,517 shares; 2025Q3: 4,517 shares; 2025Q4: 4,517 shares 4,517 $348K 0.13% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,460 shares; 2025Q1: 2,836 shares; 2025Q2: 2,836 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares 2,632 $317K 0.12% 0 Timeline XLE 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: 13,046 shares; 2024Q4: 13,118 shares; 2025Q1: 13,530 shares; 2025Q2: 14,967 shares; 2025Q3: 3,053 shares; 2025Q4: 6,106 shares 6,106 $273K 0.1% +3,053 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,490 shares 2,490 $222K 0.08% -110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 1,781 shares 1,781 $209K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares 420 $205K 0.07% new Timeline ITA 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: 945 shares 945 $203K 0.07% new Timeline