DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 422,995 shares; 2025Q1: 451,256 shares; 2025Q2: 473,382 shares; 2025Q3: 455,670 shares; 2025Q4: 540,018 shares; 2026Q1: 718,370 shares; 2026Q2: 948,209 shares 948,209 $52.2M 7.89% +229,839 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; 2024Q3: restricted; 2024Q4: 14,543 shares; 2025Q1: 16,063 shares; 2025Q2: 17,139 shares; 2025Q3: 17,947 shares; 2025Q4: 22,686 shares; 2026Q1: 37,287 shares; 2026Q2: 58,181 shares 58,181 $40M 6.04% +20,894 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,087 shares; 2025Q1: 41,263 shares; 2025Q2: 50,112 shares; 2025Q3: 50,805 shares; 2025Q4: 62,355 shares; 2026Q1: 125,220 shares; 2026Q2: 204,066 shares 204,066 $30.3M 4.58% +78,846 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 307,854 shares; 2025Q1: 323,687 shares; 2025Q2: 354,668 shares; 2025Q3: 365,708 shares; 2025Q4: 392,659 shares; 2026Q1: 441,858 shares; 2026Q2: 500,179 shares 500,179 $27M 4.08% +58,321 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137,580 shares; 2025Q1: 148,878 shares; 2025Q2: 166,762 shares; 2025Q3: 183,322 shares; 2025Q4: 217,669 shares; 2026Q1: 240,073 shares; 2026Q2: 325,862 shares 325,862 $25.4M 3.84% +85,789 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 220,193 shares; 2025Q1: 245,025 shares; 2025Q2: 268,192 shares; 2025Q3: 279,232 shares; 2025Q4: 312,465 shares; 2026Q1: 361,141 shares; 2026Q2: 521,101 shares 521,101 $24.9M 3.76% +159,960 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 74,072 shares; 2025Q1: 74,376 shares; 2025Q2: 89,955 shares; 2025Q3: 101,123 shares; 2025Q4: 105,556 shares; 2026Q1: 348,003 shares; 2026Q2: 634,617 shares 634,617 $24.6M 3.72% +286,614 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118,057 shares; 2025Q1: 127,994 shares; 2025Q2: 134,414 shares; 2025Q3: 139,148 shares; 2025Q4: 155,797 shares; 2026Q1: 185,081 shares; 2026Q2: 291,056 shares 291,056 $23M 3.48% +105,975 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; 2024Q3: restricted; 2024Q4: 106,295 shares; 2025Q1: 115,830 shares; 2025Q2: 126,955 shares; 2025Q3: 124,106 shares; 2025Q4: 153,131 shares; 2026Q1: 209,746 shares; 2026Q2: 263,407 shares 263,407 $22.5M 3.4% +53,661 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135,677 shares; 2025Q1: 142,382 shares; 2025Q2: 149,720 shares; 2025Q3: 171,658 shares; 2025Q4: 201,395 shares; 2026Q1: 274,123 shares; 2026Q2: 407,283 shares 407,283 $19.7M 2.97% +133,160 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 213,985 shares; 2025Q1: 217,066 shares; 2025Q2: 234,180 shares; 2025Q3: 232,682 shares; 2025Q4: 254,358 shares; 2026Q1: 238,166 shares; 2026Q2: 226,612 shares 226,612 $18.7M 2.82% -11,554 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 220,254 shares; 2025Q1: 233,018 shares; 2025Q2: 254,682 shares; 2025Q3: 261,155 shares; 2025Q4: 271,826 shares; 2026Q1: 410,737 shares; 2026Q2: 515,377 shares 515,377 $18.1M 2.73% +104,640 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137,070 shares; 2025Q1: 150,385 shares; 2025Q2: 170,334 shares; 2025Q3: 174,532 shares; 2025Q4: 210,337 shares; 2026Q1: 315,453 shares; 2026Q2: 434,609 shares 434,609 $17.7M 2.67% +119,156 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,909 shares; 2025Q1: 64,770 shares; 2025Q2: 67,038 shares; 2025Q3: 69,588 shares; 2025Q4: 71,539 shares; 2026Q1: 116,848 shares; 2026Q2: 167,648 shares 167,648 $16.2M 2.44% +50,800 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78,993 shares; 2025Q1: 81,986 shares; 2025Q2: 90,574 shares; 2025Q3: 97,990 shares; 2025Q4: 107,676 shares; 2026Q1: 212,023 shares; 2026Q2: 321,391 shares 321,391 $15.6M 2.35% +109,368 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; 2024Q3: restricted; 2024Q4: 21,374 shares; 2025Q1: 22,420 shares; 2025Q2: 22,739 shares; 2025Q3: 23,357 shares; 2025Q4: 24,028 shares; 2026Q1: 22,037 shares; 2026Q2: 18,920 shares 18,920 $14.1M 2.14% -3,117 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; 2024Q3: restricted; 2024Q4: 231,536 shares; 2025Q1: 229,833 shares; 2025Q2: 229,981 shares; 2025Q3: 226,556 shares; 2025Q4: 239,321 shares; 2026Q1: 245,839 shares; 2026Q2: 245,177 shares 245,177 $10.9M 1.64% -662 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,016 shares; 2025Q1: 23,180 shares; 2025Q2: 22,340 shares; 2025Q3: 23,196 shares; 2025Q4: 23,958 shares; 2026Q1: 191,038 shares; 2026Q2: 205,131 shares 205,131 $10.3M 1.56% +14,093 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,139 shares; 2025Q1: 27,916 shares; 2025Q2: 27,633 shares; 2025Q3: 27,583 shares; 2025Q4: 33,389 shares; 2026Q1: 33,591 shares; 2026Q2: 35,111 shares 35,111 $10.2M 1.54% +1,520 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; 2024Q3: restricted; 2024Q4: 17,149 shares; 2025Q1: 18,007 shares; 2025Q2: 17,902 shares; 2025Q3: 19,935 shares; 2025Q4: 27,524 shares; 2026Q1: 66,599 shares; 2026Q2: 98,148 shares 98,148 $10.1M 1.53% +31,549 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; 2024Q3: restricted; 2024Q4: 26,438 shares; 2025Q1: 31,870 shares; 2025Q2: 35,384 shares; 2025Q3: 37,985 shares; 2025Q4: 40,490 shares; 2026Q1: 43,901 shares; 2026Q2: 40,987 shares 40,987 $8.93M 1.35% -2,914 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,497 shares; 2025Q1: 8,506 shares; 2025Q2: 8,515 shares; 2025Q3: 8,476 shares; 2025Q4: 8,458 shares; 2026Q1: 8,395 shares; 2026Q2: 8,373 shares 8,373 $8.92M 1.35% -22 Timeline AVLV 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; 2024Q3: restricted; 2024Q4: 81,769 shares; 2025Q1: 85,545 shares; 2025Q2: 91,378 shares; 2025Q3: 96,023 shares; 2025Q4: 114,017 shares; 2026Q1: 93,153 shares; 2026Q2: 81,585 shares 81,585 $7.44M 1.12% -11,568 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; 2024Q3: restricted; 2024Q4: 36,289 shares; 2025Q1: 38,787 shares; 2025Q2: 42,570 shares; 2025Q3: 43,852 shares; 2025Q4: 47,791 shares; 2026Q1: 57,578 shares; 2026Q2: 68,134 shares 68,134 $6.57M 0.99% +10,556 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $5.99M 0.91% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,463 shares; 2025Q1: 82,118 shares; 2025Q2: 79,417 shares; 2025Q3: 76,539 shares; 2025Q4: 89,759 shares; 2026Q1: 96,957 shares; 2026Q2: 104,309 shares 104,309 $5.86M 0.89% +7,352 Timeline AVIV 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; 2024Q3: restricted; 2024Q4: 61,477 shares; 2025Q1: 62,715 shares; 2025Q2: 63,104 shares; 2025Q3: 69,584 shares; 2025Q4: 91,463 shares; 2026Q1: 80,902 shares; 2026Q2: 72,725 shares 72,725 $5.63M 0.85% -8,177 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; 2024Q3: restricted; 2024Q4: 60,746 shares; 2025Q1: 68,991 shares; 2025Q2: 75,964 shares; 2025Q3: 73,369 shares; 2025Q4: 88,712 shares; 2026Q1: 80,653 shares; 2026Q2: 79,675 shares 79,675 $5.57M 0.84% -978 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,467 shares; 2025Q1: 40,779 shares; 2025Q2: 41,170 shares; 2025Q3: 49,377 shares; 2025Q4: 63,193 shares; 2026Q1: 68,883 shares; 2026Q2: 65,233 shares 65,233 $5.35M 0.81% -3,650 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,452 shares; 2025Q1: 28,252 shares; 2025Q2: 24,147 shares; 2025Q3: 23,672 shares; 2025Q4: 23,905 shares; 2026Q1: 23,885 shares; 2026Q2: 26,140 shares 26,140 $5.23M 0.79% +2,255 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103,571 shares; 2025Q1: 111,688 shares; 2025Q2: 120,515 shares; 2025Q3: 120,569 shares; 2025Q4: 152,214 shares; 2026Q1: 119,760 shares; 2026Q2: 104,181 shares 104,181 $5.06M 0.76% -15,579 Timeline AVEM 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; 2024Q3: restricted; 2024Q4: 42,009 shares; 2025Q1: 41,869 shares; 2025Q2: 43,440 shares; 2025Q3: 47,015 shares; 2025Q4: 58,049 shares; 2026Q1: 52,000 shares; 2026Q2: 50,845 shares 50,845 $4.91M 0.74% -1,155 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,611 shares; 2025Q1: 22,378 shares; 2025Q2: 22,732 shares; 2025Q3: 23,192 shares; 2025Q4: 32,892 shares; 2026Q1: 65,155 shares; 2026Q2: 108,197 shares 108,197 $4.85M 0.73% +43,042 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; 2024Q3: restricted; 2024Q4: 12,384 shares; 2025Q1: 14,487 shares; 2025Q2: 14,877 shares; 2025Q3: 16,625 shares; 2025Q4: 19,817 shares; 2026Q1: 18,433 shares; 2026Q2: 15,987 shares 15,987 $4.85M 0.73% -2,446 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,163 shares; 2025Q1: 19,253 shares; 2025Q2: 18,102 shares; 2025Q3: 18,017 shares; 2025Q4: 18,436 shares; 2026Q1: 19,331 shares; 2026Q2: 19,033 shares 19,033 $4.79M 0.72% -298 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,403 shares; 2025Q1: 39,150 shares; 2025Q2: 51,207 shares; 2025Q3: 53,040 shares; 2025Q4: 62,494 shares; 2026Q1: 74,287 shares; 2026Q2: 94,559 shares 94,559 $4.65M 0.7% +20,272 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86,710 shares; 2025Q1: 86,517 shares; 2025Q2: 92,242 shares; 2025Q3: 85,881 shares; 2025Q4: 105,488 shares; 2026Q1: 113,725 shares; 2026Q2: 113,466 shares 113,466 $4.18M 0.63% -259 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,580 shares; 2025Q1: 38,706 shares; 2025Q2: 41,504 shares; 2025Q3: 46,907 shares; 2025Q4: 61,213 shares; 2026Q1: 56,461 shares; 2026Q2: 54,262 shares 54,262 $3.65M 0.55% -2,199 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,747 shares; 2025Q1: 32,971 shares; 2025Q2: 32,362 shares; 2025Q3: 35,091 shares; 2025Q4: 40,466 shares; 2026Q1: 31,560 shares; 2026Q2: 23,492 shares 23,492 $3.62M 0.55% -8,068 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,126 shares; 2025Q1: 53,301 shares; 2025Q2: 55,389 shares; 2025Q3: 56,690 shares; 2025Q4: 58,286 shares; 2026Q1: 57,109 shares; 2026Q2: 52,930 shares 52,930 $3.62M 0.55% -4,179 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; 2024Q3: restricted; 2024Q4: 20,008 shares; 2025Q1: 20,416 shares; 2025Q2: 21,667 shares; 2025Q3: 21,968 shares; 2025Q4: 23,111 shares; 2026Q1: 16,504 shares; 2026Q2: 43,890 shares 43,890 $3.54M 0.53% +27,386 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,160 shares; 2025Q1: 2,125 shares; 2025Q2: 2,638 shares; 2025Q3: 2,650 shares; 2025Q4: 2,584 shares; 2026Q1: 4,134 shares; 2026Q2: 4,178 shares 4,178 $3.13M 0.47% +44 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,369 shares; 2025Q1: 42,378 shares; 2025Q2: 45,780 shares; 2025Q3: 47,101 shares; 2025Q4: 52,460 shares; 2026Q1: 43,110 shares; 2026Q2: 36,636 shares 36,636 $3.07M 0.46% -6,474 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 76,925 shares; 2025Q1: 84,543 shares; 2025Q2: 93,855 shares; 2025Q3: 107,353 shares; 2025Q4: 113,886 shares; 2026Q1: 88,499 shares; 2026Q2: 73,427 shares 73,427 $2.95M 0.45% -15,072 Timeline AVDE 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; 2024Q3: restricted; 2024Q4: 27,427 shares; 2025Q1: 29,576 shares; 2025Q2: 29,316 shares; 2025Q3: 29,472 shares; 2025Q4: 32,333 shares; 2026Q1: 32,190 shares; 2026Q2: 32,010 shares 32,010 $2.86M 0.43% -180 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,988 shares; 2025Q1: 59,332 shares; 2025Q2: 63,554 shares; 2025Q3: 74,460 shares; 2025Q4: 74,116 shares; 2026Q1: 76,318 shares; 2026Q2: 67,402 shares 67,402 $2.67M 0.4% -8,916 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,767 shares; 2025Q1: 26,593 shares; 2025Q2: 29,190 shares; 2025Q3: 32,073 shares; 2025Q4: 40,209 shares; 2026Q1: 41,415 shares; 2026Q2: 34,217 shares 34,217 $2.64M 0.4% -7,198 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,367 shares; 2025Q1: 9,475 shares; 2025Q2: 9,865 shares; 2025Q3: 11,043 shares; 2025Q4: 11,306 shares; 2026Q1: 12,236 shares; 2026Q2: 10,419 shares 10,419 $2.53M 0.38% -1,817 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; 2024Q3: restricted; 2024Q4: 32,964 shares; 2025Q1: 36,719 shares; 2025Q2: 38,455 shares; 2025Q3: 38,869 shares; 2025Q4: 42,944 shares; 2026Q1: 53,716 shares; 2026Q2: 78,334 shares 78,334 $2.48M 0.38% +24,618 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,086 shares; 2025Q1: 91,627 shares; 2025Q2: 87,981 shares; 2025Q3: 96,968 shares; 2025Q4: 107,567 shares; 2026Q1: 91,252 shares; 2026Q2: 48,520 shares 48,520 $2.46M 0.37% -42,732 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,469 shares; 2025Q1: 20,034 shares; 2025Q2: 20,073 shares; 2025Q3: 23,825 shares; 2025Q4: 37,826 shares; 2026Q1: 39,644 shares; 2026Q2: 47,189 shares 47,189 $2.39M 0.36% +7,545 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,274 shares; 2025Q1: 58,663 shares; 2025Q2: 64,780 shares; 2025Q3: 67,052 shares; 2025Q4: 78,574 shares; 2026Q1: 93,955 shares; 2026Q2: 82,104 shares 82,104 $2.27M 0.34% -11,851 Timeline AVUV 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; 2024Q3: restricted; 2024Q4: 15,831 shares; 2025Q1: 16,217 shares; 2025Q2: 17,159 shares; 2025Q3: 18,139 shares; 2025Q4: 23,346 shares; 2026Q1: 19,027 shares; 2026Q2: 17,438 shares 17,438 $2.18M 0.33% -1,589 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,661 shares; 2025Q1: 32,631 shares; 2025Q2: 33,627 shares; 2025Q3: 34,945 shares; 2025Q4: 41,324 shares; 2026Q1: 31,451 shares; 2026Q2: 20,124 shares 20,124 $2.14M 0.32% -11,327 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,117 shares; 2025Q1: 5,764 shares; 2025Q2: 5,766 shares; 2025Q3: 5,767 shares; 2025Q4: 6,018 shares; 2026Q1: 5,988 shares; 2026Q2: 5,936 shares 5,936 $2.1M 0.32% -52 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; 2024Q3: restricted; 2024Q4: 7,398 shares; 2025Q1: 8,866 shares; 2025Q2: 8,832 shares; 2025Q3: 9,055 shares; 2025Q4: 9,093 shares; 2026Q1: 8,951 shares; 2026Q2: 8,701 shares 8,701 $2.07M 0.31% -250 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,923 shares; 2026Q1: 41,726 shares; 2026Q2: 26,163 shares 26,163 $1.98M 0.3% -15,563 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; 2024Q3: restricted; 2024Q4: 11,730 shares; 2025Q1: 11,632 shares; 2025Q2: 11,572 shares; 2025Q3: 12,276 shares; 2025Q4: 14,303 shares; 2026Q1: 14,316 shares; 2026Q2: 13,999 shares 13,999 $1.91M 0.29% -317 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,781 shares; 2025Q1: 54,042 shares; 2025Q2: 56,176 shares; 2025Q3: 59,118 shares; 2025Q4: 62,062 shares; 2026Q1: 73,823 shares; 2026Q2: 90,901 shares 90,901 $1.86M 0.28% +17,078 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63,072 shares; 2025Q1: 63,586 shares; 2025Q2: 74,242 shares; 2025Q3: 61,516 shares; 2025Q4: 70,146 shares; 2026Q1: 54,418 shares; 2026Q2: 33,909 shares 33,909 $1.75M 0.26% -20,509 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; 2024Q3: restricted; 2024Q4: 3,509 shares; 2025Q1: 3,496 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,401 shares; 2026Q1: 3,401 shares; 2026Q2: 3,389 shares 3,389 $1.7M 0.26% -12 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,934 shares; 2025Q1: 14,824 shares; 2025Q2: 14,822 shares; 2025Q3: 16,490 shares; 2025Q4: 17,379 shares; 2026Q1: 18,124 shares; 2026Q2: 15,955 shares 15,955 $1.66M 0.25% -2,169 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,561 shares; 2025Q1: 21,957 shares; 2025Q2: 33,611 shares; 2025Q3: 37,231 shares; 2025Q4: 38,396 shares; 2026Q1: 24,751 shares; 2026Q2: 16,286 shares 16,286 $1.64M 0.25% -8,465 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,006 shares; 2026Q1: 3,006 shares; 2026Q2: 2,832 shares 2,832 $1.62M 0.25% -174 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94,113 shares; 2025Q1: 97,001 shares; 2025Q2: 102,484 shares; 2025Q3: 101,622 shares; 2025Q4: 109,063 shares; 2026Q1: 75,442 shares; 2026Q2: 38,018 shares 38,018 $1.61M 0.24% -37,424 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,028 shares; 2025Q1: 10,845 shares; 2025Q2: 11,601 shares; 2025Q3: 20,666 shares; 2025Q4: 22,004 shares; 2026Q1: 21,258 shares; 2026Q2: 16,786 shares 16,786 $1.6M 0.24% -4,472 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,584 shares; 2025Q1: 4,577 shares; 2025Q2: 4,984 shares; 2025Q3: 5,185 shares; 2025Q4: 4,802 shares; 2026Q1: 5,048 shares; 2026Q2: 4,208 shares 4,208 $1.57M 0.24% -840 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares; 2026Q1: 3,081 shares; 2026Q2: 3,081 shares 3,081 $1.49M 0.23% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,626 shares; 2025Q1: 45,214 shares; 2025Q2: 49,289 shares; 2025Q3: 48,024 shares; 2025Q4: 78,742 shares; 2026Q1: 68,474 shares; 2026Q2: 56,579 shares 56,579 $1.48M 0.22% -11,895 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,895 shares; 2025Q1: 18,904 shares; 2025Q2: 18,054 shares; 2025Q3: 18,091 shares; 2025Q4: 30,272 shares; 2026Q1: 36,409 shares; 2026Q2: 36,435 shares 36,435 $1.46M 0.22% +26 Timeline AVSF 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; 2024Q3: restricted; 2024Q4: 30,900 shares; 2025Q1: 31,458 shares; 2025Q2: 32,879 shares; 2025Q3: 35,021 shares; 2025Q4: 39,506 shares; 2026Q1: 35,936 shares; 2026Q2: 29,879 shares 29,879 $1.39M 0.21% -6,057 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,622 shares; 2025Q1: 54,071 shares; 2025Q2: 66,625 shares; 2025Q3: 69,528 shares; 2025Q4: 77,046 shares; 2026Q1: 59,616 shares; 2026Q2: 32,847 shares 32,847 $1.39M 0.21% -26,769 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,700 shares; 2025Q1: 45,862 shares; 2025Q2: 43,555 shares; 2025Q3: 57,706 shares; 2025Q4: 56,104 shares; 2026Q1: 34,061 shares; 2026Q2: 26,375 shares 26,375 $1.38M 0.21% -7,686 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; 2024Q3: restricted; 2024Q4: 10,543 shares; 2025Q1: 11,011 shares; 2025Q2: 14,538 shares; 2025Q3: 15,122 shares; 2025Q4: 15,391 shares; 2026Q1: 20,815 shares; 2026Q2: 18,806 shares 18,806 $1.38M 0.21% -2,009 Timeline GNR 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; 2024Q3: restricted; 2024Q4: 17,855 shares; 2025Q1: 19,588 shares; 2025Q2: 19,261 shares; 2025Q3: 20,232 shares; 2025Q4: 22,000 shares; 2026Q1: 19,932 shares; 2026Q2: 19,269 shares 19,269 $1.3M 0.2% -663 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 76,424 shares; 2025Q1: 76,290 shares; 2025Q2: 72,731 shares; 2025Q3: 72,830 shares; 2025Q4: 69,576 shares; 2026Q1: 54,453 shares; 2026Q2: 31,247 shares 31,247 $1.29M 0.19% -23,206 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,332 shares; 2025Q1: 3,234 shares; 2025Q2: 3,235 shares; 2025Q3: 3,397 shares; 2025Q4: 3,460 shares; 2026Q1: 3,421 shares; 2026Q2: 3,436 shares 3,436 $1.23M 0.19% +15 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,541 shares; 2025Q1: 14,917 shares; 2025Q2: 14,794 shares; 2025Q3: 14,680 shares; 2025Q4: 14,577 shares; 2026Q1: 12,519 shares; 2026Q2: 12,530 shares 12,530 $1.14M 0.17% +11 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,593 shares; 2025Q1: 9,699 shares; 2025Q2: 9,920 shares; 2025Q3: 10,151 shares; 2025Q4: 11,040 shares; 2026Q1: 8,683 shares; 2026Q2: 7,284 shares 7,284 $1.09M 0.17% -1,399 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,559 shares; 2025Q1: 17,694 shares; 2025Q2: 18,019 shares; 2025Q3: 18,627 shares; 2025Q4: 21,887 shares; 2026Q1: 20,568 shares; 2026Q2: 20,639 shares 20,639 $1.02M 0.15% +71 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,590 shares; 2025Q1: 12,590 shares; 2025Q2: 16,282 shares; 2025Q3: 16,513 shares; 2025Q4: 18,264 shares; 2026Q1: 17,112 shares; 2026Q2: 13,075 shares 13,075 $1M 0.15% -4,037 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; 2024Q3: restricted; 2024Q4: 17,089 shares; 2025Q1: 16,805 shares; 2025Q2: 17,123 shares; 2025Q3: 16,965 shares; 2025Q4: 17,436 shares; 2026Q1: 11,610 shares; 2026Q2: 6,330 shares 6,330 $1M 0.15% -5,280 Timeline AVUS 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; 2024Q3: restricted; 2024Q4: 2,131 shares; 2025Q1: not reported; 2025Q2: 2,080 shares; 2025Q3: 2,083 shares; 2025Q4: 11,104 shares; 2026Q1: 8,142 shares; 2026Q2: 7,771 shares 7,771 $995K 0.15% -371 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,780 shares; 2025Q1: 14,870 shares; 2025Q2: 21,432 shares; 2025Q3: 21,064 shares; 2025Q4: 21,739 shares; 2026Q1: 20,868 shares; 2026Q2: 18,637 shares 18,637 $943K 0.14% -2,231 Timeline SCOR COMSCORE INC More: the full row for COMSCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 126,656 shares; 2025Q1: 126,656 shares; 2025Q2: 126,656 shares; 2025Q3: 126,656 shares; 2025Q4: 126,656 shares; 2026Q1: 126,656 shares; 2026Q2: 126,656 shares 126,656 $935K 0.14% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,295 shares; 2025Q1: 8,339 shares; 2025Q2: 17,828 shares; 2025Q3: 17,978 shares; 2025Q4: 17,842 shares; 2026Q1: 17,944 shares; 2026Q2: 18,095 shares 18,095 $915K 0.14% +151 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,890 shares; 2025Q1: 16,013 shares; 2025Q2: 16,042 shares; 2025Q3: 16,694 shares; 2025Q4: 17,154 shares; 2026Q1: 11,280 shares; 2026Q2: 9,236 shares 9,236 $914K 0.14% -2,044 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,203 shares; 2025Q1: 21,158 shares; 2025Q2: 21,206 shares; 2025Q3: 20,605 shares; 2025Q4: 20,883 shares; 2026Q1: 18,337 shares; 2026Q2: 15,276 shares 15,276 $912K 0.14% -3,061 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,385 shares; 2025Q1: 3,385 shares; 2025Q2: 3,375 shares; 2025Q3: 3,358 shares; 2025Q4: 3,358 shares; 2026Q1: 3,473 shares; 2026Q2: 3,358 shares 3,358 $908K 0.14% -115 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; 2024Q3: restricted; 2024Q4: 1,439 shares; 2025Q1: 1,439 shares; 2025Q2: 1,693 shares; 2025Q3: 1,932 shares; 2025Q4: 1,818 shares; 2026Q1: 1,819 shares; 2026Q2: 1,156 shares 1,156 $851K 0.13% -663 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,874 shares; 2026Q1: 5,874 shares; 2026Q2: 5,874 shares 5,874 $820K 0.12% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,483 shares; 2025Q1: 4,426 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,179 shares; 2026Q1: 2,324 shares; 2026Q2: 2,304 shares 2,304 $764K 0.12% -20 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; 2024Q3: restricted; 2024Q4: 2,673 shares; 2025Q1: 2,630 shares; 2025Q2: 3,162 shares; 2025Q3: 3,417 shares; 2025Q4: 3,262 shares; 2026Q1: 3,262 shares; 2026Q2: 2,309 shares 2,309 $756K 0.11% -953 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,872 shares; 2025Q1: 17,875 shares; 2025Q2: 17,878 shares; 2025Q3: 17,881 shares; 2025Q4: 17,883 shares; 2026Q1: 17,885 shares; 2026Q2: 17,887 shares 17,887 $746K 0.11% +2 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; 2024Q3: restricted; 2024Q4: 6,629 shares; 2025Q1: 6,997 shares; 2025Q2: 7,000 shares; 2025Q3: 7,945 shares; 2025Q4: 16,106 shares; 2026Q1: 15,547 shares; 2026Q2: 14,002 shares 14,002 $744K 0.11% -1,545 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,690 shares; 2025Q1: 15,783 shares; 2025Q2: 15,803 shares; 2025Q3: 16,588 shares; 2025Q4: 16,840 shares; 2026Q1: 15,627 shares; 2026Q2: 15,234 shares 15,234 $733K 0.11% -393 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,342 shares; 2025Q1: 6,383 shares; 2025Q2: 6,446 shares; 2025Q3: 8,895 shares; 2025Q4: 10,523 shares; 2026Q1: 10,931 shares; 2026Q2: 8,856 shares 8,856 $727K 0.11% -2,075 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,235 shares; 2026Q2: 4,235 shares 4,235 $693K 0.1% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,964 shares; 2025Q1: 21,972 shares; 2025Q2: 21,691 shares; 2025Q3: 21,908 shares; 2025Q4: 24,383 shares; 2026Q1: 21,093 shares; 2026Q2: 13,727 shares 13,727 $691K 0.1% -7,366 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,987 shares; 2025Q1: 12,047 shares; 2025Q2: 12,104 shares; 2025Q3: 12,165 shares; 2025Q4: 12,229 shares; 2026Q1: 12,291 shares; 2026Q2: 12,360 shares 12,360 $686K 0.1% +69 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,404 shares; 2025Q1: 11,829 shares; 2025Q2: 11,897 shares; 2025Q3: 11,991 shares; 2025Q4: 12,678 shares; 2026Q1: 16,002 shares; 2026Q2: 16,044 shares 16,044 $685K 0.1% +42 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,874 shares; 2025Q1: 12,620 shares; 2025Q2: 13,054 shares; 2025Q3: 12,817 shares; 2025Q4: 13,979 shares; 2026Q1: 11,889 shares; 2026Q2: 10,614 shares 10,614 $669K 0.1% -1,275 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,246 shares; 2025Q1: 5,641 shares; 2025Q2: 6,170 shares; 2025Q3: 6,416 shares; 2025Q4: 6,485 shares; 2026Q1: 6,435 shares; 2026Q2: 6,495 shares 6,495 $663K 0.1% +60 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,307 shares; 2025Q1: 8,336 shares; 2025Q2: 8,170 shares; 2025Q3: 8,166 shares; 2025Q4: 9,610 shares; 2026Q1: 7,660 shares; 2026Q2: 6,695 shares 6,695 $657K 0.1% -965 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,841 shares; 2025Q3: 1,758 shares; 2025Q4: 3,287 shares; 2026Q1: 5,799 shares; 2026Q2: 4,951 shares 4,951 $655K 0.1% -848 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; 2024Q3: restricted; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,630 shares; 2025Q4: 1,586 shares; 2026Q1: 1,586 shares; 2026Q2: 1,718 shares 1,718 $636K 0.1% +132 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,419 shares; 2025Q3: 1,467 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,660 shares 1,660 $627K 0.09% +80 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,296 shares; 2025Q2: 4,296 shares; 2025Q3: 10,044 shares; 2025Q4: 11,182 shares; 2026Q1: 9,576 shares; 2026Q2: 11,500 shares 11,500 $616K 0.09% +1,924 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,748 shares 1,748 $599K 0.09% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,157 shares; 2026Q2: 11,839 shares 11,839 $561K 0.08% +4,682 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,721 shares; 2026Q2: 9,994 shares 9,994 $559K 0.08% +3,273 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; 2024Q3: restricted; 2024Q4: 2,481 shares; 2025Q1: 2,460 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares; 2026Q2: 2,458 shares 2,458 $548K 0.08% 0 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,244 shares; 2026Q2: 13,040 shares 13,040 $538K 0.08% +3,796 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,633 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,463 shares; 2026Q1: 5,945 shares; 2026Q2: 5,945 shares 5,945 $534K 0.08% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,699 shares; 2025Q3: 1,649 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares; 2026Q2: 1,530 shares 1,530 $525K 0.08% -135 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,372 shares 2,372 $520K 0.08% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,435 shares; 2025Q1: 1,447 shares; 2025Q2: 1,419 shares; 2025Q3: 1,423 shares; 2025Q4: 1,306 shares; 2026Q1: 1,321 shares; 2026Q2: 1,264 shares 1,264 $518K 0.08% -57 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,667 shares; 2025Q1: 3,667 shares; 2025Q2: 3,767 shares; 2025Q3: 3,767 shares; 2025Q4: 3,787 shares; 2026Q1: 3,787 shares; 2026Q2: 3,787 shares 3,787 $515K 0.08% 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; 2024Q3: restricted; 2024Q4: 1,143 shares; 2025Q1: 1,193 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,200 shares; 2026Q1: 1,191 shares; 2026Q2: 1,214 shares 1,214 $511K 0.08% +23 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; 2024Q3: restricted; 2024Q4: 16,075 shares; 2025Q1: 15,765 shares; 2025Q2: 17,182 shares; 2025Q3: 15,246 shares; 2025Q4: 17,373 shares; 2026Q1: 14,772 shares; 2026Q2: 6,780 shares 6,780 $498K 0.08% -7,992 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; 2024Q3: restricted; 2024Q4: 4,420 shares; 2025Q1: 4,420 shares; 2025Q2: 4,420 shares; 2025Q3: 4,196 shares; 2025Q4: 4,196 shares; 2026Q1: 4,196 shares; 2026Q2: 4,196 shares 4,196 $493K 0.07% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,583 shares; 2026Q1: 5,264 shares; 2026Q2: 5,265 shares 5,265 $483K 0.07% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,833 shares; 2026Q2: 14,866 shares 14,866 $446K 0.07% +33 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; 2024Q3: restricted; 2024Q4: 4,055 shares; 2025Q1: 4,096 shares; 2025Q2: 4,686 shares; 2025Q3: 4,246 shares; 2025Q4: 4,641 shares; 2026Q1: 2,082 shares; 2026Q2: 1,250 shares 1,250 $430K 0.06% -832 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,064 shares; 2025Q2: 1,859 shares; 2025Q3: 1,896 shares; 2025Q4: 2,806 shares; 2026Q1: 2,301 shares; 2026Q2: 2,226 shares 2,226 $427K 0.06% -75 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,534 shares; 2025Q1: 2,424 shares; 2025Q2: 2,622 shares; 2025Q3: 2,544 shares; 2025Q4: 2,467 shares; 2026Q1: 2,473 shares; 2026Q2: 2,479 shares 2,479 $411K 0.06% +6 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,455 shares; 2026Q1: 2,127 shares; 2026Q2: 2,142 shares 2,142 $406K 0.06% +15 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,792 shares; 2025Q1: 28,087 shares; 2025Q2: 16,308 shares; 2025Q3: 15,122 shares; 2025Q4: 26,727 shares; 2026Q1: 11,099 shares; 2026Q2: 3,774 shares 3,774 $406K 0.06% -7,325 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,288 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 3,856 shares; 2026Q1: 3,533 shares; 2026Q2: 2,920 shares 2,920 $402K 0.06% -613 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,048 shares 1,048 $392K 0.06% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,321 shares; 2025Q3: 2,912 shares; 2025Q4: 3,209 shares; 2026Q1: 3,212 shares; 2026Q2: 3,216 shares 3,216 $390K 0.06% +4 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,731 shares; 2025Q1: 7,093 shares; 2025Q2: 7,207 shares; 2025Q3: 6,988 shares; 2025Q4: 7,205 shares; 2026Q1: 6,694 shares; 2026Q2: 4,443 shares 4,443 $366K 0.06% -2,251 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; 2024Q3: restricted; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,315 shares; 2025Q3: 1,026 shares; 2025Q4: 1,312 shares; 2026Q1: 1,313 shares; 2026Q2: 1,299 shares 1,299 $365K 0.06% -14 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,760 shares; 2026Q2: 10,760 shares 10,760 $358K 0.05% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,305 shares; 2025Q3: not reported; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares; 2026Q2: 1,303 shares 1,303 $357K 0.05% -2 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,290 shares; 2025Q1: 4,363 shares; 2025Q2: 6,558 shares; 2025Q3: 4,305 shares; 2025Q4: 6,624 shares; 2026Q1: 6,167 shares; 2026Q2: 4,165 shares 4,165 $345K 0.05% -2,002 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,509 shares; 2025Q1: 1,547 shares; 2025Q2: 1,925 shares; 2025Q3: 1,933 shares; 2025Q4: 1,890 shares; 2026Q1: 1,898 shares; 2026Q2: 1,699 shares 1,699 $336K 0.05% -199 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,955 shares; 2026Q2: 5,458 shares 5,458 $335K 0.05% -497 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,514 shares; 2026Q2: 2,180 shares 2,180 $332K 0.05% -334 Timeline AVDS 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,696 shares; 2025Q4: 3,743 shares; 2026Q1: 3,938 shares; 2026Q2: 3,982 shares 3,982 $300K 0.05% +44 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 436 shares; 2026Q1: 437 shares; 2026Q2: 409 shares 409 $287K 0.04% -28 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,188 shares; 2025Q3: 3,188 shares; 2025Q4: 3,188 shares; 2026Q1: 2,805 shares; 2026Q2: 2,805 shares 2,805 $287K 0.04% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,326 shares 4,326 $279K 0.04% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,286 shares; 2025Q1: 1,287 shares; 2025Q2: 1,288 shares; 2025Q3: 1,290 shares; 2025Q4: 1,291 shares; 2026Q1: 1,292 shares; 2026Q2: 1,223 shares 1,223 $278K 0.04% -69 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,191 shares; 2025Q3: 7,242 shares; 2025Q4: 7,474 shares; 2026Q1: 8,547 shares; 2026Q2: 7,635 shares 7,635 $277K 0.04% -912 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,123 shares 1,123 $272K 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares 230 $270K 0.04% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,752 shares; 2025Q4: 6,826 shares; 2026Q1: 6,806 shares; 2026Q2: 4,674 shares 4,674 $270K 0.04% -2,132 Timeline PICB 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,469 shares; 2025Q3: 12,333 shares; 2025Q4: 24,889 shares; 2026Q1: 12,541 shares; 2026Q2: 11,548 shares 11,548 $267K 0.04% -993 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371 shares; 2026Q2: 371 shares 371 $267K 0.04% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: not reported; 2026Q2: 217 shares 217 $260K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 357 shares 357 $258K 0.04% new 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; 2024Q3: restricted; 2024Q4: 2,260 shares; 2025Q1: 2,230 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,142 shares; 2026Q1: 2,150 shares; 2026Q2: 2,001 shares 2,001 $257K 0.04% -149 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,223 shares; 2026Q2: 976 shares 976 $248K 0.04% -247 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $246K 0.04% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,459 shares; 2026Q2: 3,262 shares 3,262 $246K 0.04% +803 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,771 shares; 2025Q1: 7,607 shares; 2025Q2: 7,607 shares; 2025Q3: 7,529 shares; 2025Q4: 7,261 shares; 2026Q1: 7,231 shares; 2026Q2: 7,231 shares 7,231 $246K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,913 shares; 2025Q1: 1,913 shares; 2025Q2: 1,909 shares; 2025Q3: 1,519 shares; 2025Q4: not reported; 2026Q1: 1,799 shares; 2026Q2: 1,799 shares 1,799 $244K 0.04% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,980 shares; 2025Q4: 4,819 shares; 2026Q1: 3,968 shares; 2026Q2: 2,892 shares 2,892 $238K 0.04% -1,076 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,884 shares 1,884 $234K 0.04% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,125 shares; 2025Q3: 10,337 shares; 2025Q4: 10,372 shares; 2026Q1: 9,272 shares; 2026Q2: 6,020 shares 6,020 $229K 0.03% -3,252 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,261 shares; 2025Q1: 5,298 shares; 2025Q2: 5,380 shares; 2025Q3: 5,430 shares; 2025Q4: 4,978 shares; 2026Q1: 4,676 shares; 2026Q2: 3,221 shares 3,221 $215K 0.03% -1,455 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; 2024Q3: restricted; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 581 shares; 2026Q1: not reported; 2026Q2: 603 shares 603 $213K 0.03% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 335 shares; 2026Q1: not reported; 2026Q2: 373 shares 373 $210K 0.03% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: not reported; 2026Q2: 157 shares 157 $209K 0.03% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,068 shares 6,068 $207K 0.03% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,160 shares 4,160 $206K 0.03% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,452 shares; 2026Q1: 2,300 shares; 2026Q2: 2,116 shares 2,116 $204K 0.03% -184 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,792 shares; 2026Q2: 12,792 shares 12,792 $152K 0.02% 0 Timeline ABOS ACUMEN PHARMACEUTICALS INC More: the full row for ACUMEN PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares; 2026Q1: 16,500 shares; 2026Q2: 16,500 shares 16,500 $44.1K 0.01% 0 Timeline