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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 727,026 shares; 2024Q3: 715,496 shares; 2024Q4: 733,651 shares; 2025Q1: 835,023 shares; 2025Q2: 767,659 shares 767,659 $32.5M 13.41% -67,364 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 150,821 shares; 2024Q3: 162,712 shares; 2024Q4: 166,714 shares; 2025Q1: 166,539 shares; 2025Q2: 172,838 shares 172,838 $18.9M 7.82% +6,299 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,430 shares; 2024Q3: 35,412 shares; 2024Q4: 35,412 shares; 2025Q1: 34,772 shares; 2025Q2: 34,409 shares 34,409 $15.1M 6.22% -363 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 248,156 shares; 2024Q3: 258,920 shares; 2024Q4: 266,727 shares; 2025Q1: 296,570 shares; 2025Q2: 301,334 shares 301,334 $12.9M 5.32% +4,764 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 95,414 shares; 2024Q3: 97,611 shares; 2024Q4: 104,106 shares; 2025Q1: 136,149 shares; 2025Q2: 141,802 shares 141,802 $12.8M 5.27% +5,653 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 194,290 shares; 2024Q3: 209,451 shares; 2024Q4: 214,356 shares; 2025Q1: 220,521 shares; 2025Q2: 222,581 shares 222,581 $12M 4.95% +2,060 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 392,835 shares; 2024Q3: 452,732 shares; 2024Q4: 462,002 shares; 2025Q1: 230,390 shares; 2025Q2: 241,729 shares 241,729 $11.4M 4.69% +11,339 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 246,144 shares; 2024Q3: 237,105 shares; 2024Q4: 229,760 shares; 2025Q1: 191,708 shares; 2025Q2: 166,442 shares 166,442 $9.28M 3.83% -25,266 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 387,841 shares; 2024Q3: 379,701 shares; 2024Q4: 369,060 shares; 2025Q1: 342,426 shares; 2025Q2: 297,403 shares 297,403 $8.73M 3.6% -45,023 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,584 shares; 2025Q1: 289,497 shares; 2025Q2: 308,824 shares 308,824 $8.54M 3.52% +19,327 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,839 shares; 2024Q3: 2,839 shares; 2024Q4: 2,815 shares; 2025Q1: 3,630 shares; 2025Q2: 112,287 shares 112,287 $7.53M 3.1% +108,657 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 129,244 shares; 2024Q3: 142,996 shares; 2024Q4: 161,460 shares; 2025Q1: 130,934 shares; 2025Q2: 142,805 shares 142,805 $7.24M 2.99% +11,871 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 74,019 shares; 2024Q3: 78,876 shares; 2024Q4: 84,620 shares; 2025Q1: 99,934 shares; 2025Q2: 100,429 shares 100,429 $6.58M 2.71% +495 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 57,323 shares; 2024Q3: 68,126 shares; 2024Q4: 77,159 shares; 2025Q1: 141,443 shares; 2025Q2: 183,428 shares 183,428 $6.28M 2.59% +41,985 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,607 shares; 2024Q4: 15,898 shares; 2025Q1: 49,641 shares; 2025Q2: 80,133 shares 80,133 $5.67M 2.34% +30,492 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60,841 shares; 2024Q3: 64,095 shares; 2024Q4: 65,776 shares; 2025Q1: 76,266 shares; 2025Q2: 75,545 shares 75,545 $5.62M 2.32% -721 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 47,898 shares; 2024Q3: 47,409 shares; 2024Q4: 47,041 shares; 2025Q1: 46,777 shares; 2025Q2: 46,538 shares 46,538 $5.52M 2.28% -239 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,734 shares; 2024Q3: 24,265 shares; 2024Q4: 24,216 shares; 2025Q1: 25,266 shares; 2025Q2: 25,548 shares 25,548 $5.24M 2.16% +282 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,211 shares; 2025Q1: 130,941 shares; 2025Q2: 168,237 shares 168,237 $4.39M 1.81% +37,296 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,166 shares; 2024Q3: 14,166 shares; 2024Q4: 14,166 shares; 2025Q1: 14,166 shares; 2025Q2: 14,166 shares 14,166 $4.04M 1.67% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,773 shares; 2024Q3: 32,799 shares; 2024Q4: 41,961 shares; 2025Q1: 29,962 shares; 2025Q2: 63,111 shares 63,111 $3.13M 1.29% +33,149 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,883 shares; 2024Q3: 4,827 shares; 2024Q4: 4,827 shares; 2025Q1: 4,827 shares; 2025Q2: 4,827 shares 4,827 $2.34M 0.97% 0 Timeline SPDW 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,317 shares; 2024Q3: 54,043 shares; 2024Q4: 53,794 shares; 2025Q1: 53,794 shares; 2025Q2: 53,354 shares 53,354 $2.16M 0.89% -440 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,673 shares; 2024Q3: 5,769 shares; 2024Q4: 5,738 shares; 2025Q1: 5,740 shares; 2025Q2: 6,567 shares 6,567 $2M 0.82% +827 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,974 shares; 2024Q3: 4,974 shares; 2024Q4: 4,974 shares; 2025Q1: 4,974 shares; 2025Q2: 4,617 shares 4,617 $1.96M 0.81% -357 Timeline NUSA NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,949 shares 77,949 $1.82M 0.75% new Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52,828 shares; 2024Q3: 48,023 shares; 2024Q4: 47,756 shares; 2025Q1: 47,413 shares; 2025Q2: 42,616 shares 42,616 $1.81M 0.74% -4,797 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,085 shares; 2024Q3: 12,227 shares; 2024Q4: 12,231 shares; 2025Q1: 18,135 shares; 2025Q2: 45,577 shares 45,577 $1.79M 0.74% +27,442 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,306 shares; 2024Q3: 6,230 shares; 2024Q4: 6,230 shares; 2025Q1: 6,363 shares; 2025Q2: 6,230 shares 6,230 $1.73M 0.71% -133 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,981 shares; 2024Q3: 42,606 shares; 2024Q4: 41,948 shares; 2025Q1: 41,701 shares; 2025Q2: 23,047 shares 23,047 $1.47M 0.61% -18,654 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 715 shares; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 1,140 shares; 2025Q2: 10,471 shares 10,471 $1.43M 0.59% +9,331 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,993 shares; 2024Q3: 5,732 shares; 2024Q4: 5,694 shares; 2025Q1: 9,661 shares; 2025Q2: 18,977 shares 18,977 $1.31M 0.54% +9,316 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,093 shares 43,093 $1.06M 0.44% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,779 shares; 2024Q3: 1,749 shares; 2024Q4: 1,759 shares; 2025Q1: 1,678 shares; 2025Q2: 1,627 shares 1,627 $924K 0.38% -51 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,371 shares; 2024Q3: 10,471 shares; 2024Q4: 10,687 shares; 2025Q1: 12,114 shares; 2025Q2: 19,688 shares 19,688 $775K 0.32% +7,574 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,111 shares; 2024Q3: 28,735 shares; 2024Q4: 31,038 shares; 2025Q1: 26,015 shares; 2025Q2: 27,521 shares 27,521 $730K 0.3% +1,506 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,596 shares; 2024Q3: 1,490 shares; 2024Q4: 1,402 shares; 2025Q1: 1,367 shares; 2025Q2: 1,439 shares 1,439 $716K 0.3% +72 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 841 shares; 2024Q3: 348 shares; 2024Q4: 248 shares; 2025Q1: 288 shares; 2025Q2: 4,523 shares 4,523 $714K 0.29% +4,235 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 42,470 shares; 2024Q3: 42,101 shares; 2024Q4: 41,629 shares; 2025Q1: 36,612 shares; 2025Q2: 15,456 shares 15,456 $638K 0.26% -21,156 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,644 shares; 2024Q3: 2,150 shares; 2024Q4: 2,075 shares; 2025Q1: 3,074 shares; 2025Q2: 3,582 shares 3,582 $631K 0.26% +508 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,906 shares; 2024Q3: 2,866 shares; 2024Q4: 2,866 shares; 2025Q1: 2,866 shares; 2025Q2: 2,866 shares 2,866 $626K 0.26% 0 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,133 shares 6,133 $620K 0.26% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,157 shares; 2024Q3: 8,091 shares; 2024Q4: 8,075 shares; 2025Q1: 10,386 shares; 2025Q2: 7,437 shares 7,437 $487K 0.2% -2,949 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,478 shares; 2024Q3: 2,253 shares; 2024Q4: 1,190 shares; 2025Q1: 818 shares; 2025Q2: 1,390 shares 1,390 $441K 0.18% +572 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,833 shares; 2024Q3: 1,833 shares; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares 1,833 $421K 0.17% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares 746 $379K 0.16% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,019 shares; 2024Q3: 1,804 shares; 2024Q4: 1,784 shares; 2025Q1: 1,642 shares; 2025Q2: 1,695 shares 1,695 $371K 0.15% +53 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,339 shares; 2025Q2: 9,059 shares 9,059 $362K 0.15% +720 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,553 shares; 2024Q3: 22,188 shares; 2024Q4: 22,515 shares; 2025Q1: 6,571 shares; 2025Q2: 7,361 shares 7,361 $320K 0.13% +790 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 582 shares; 2024Q3: 582 shares; 2024Q4: 582 shares; 2025Q1: 722 shares; 2025Q2: 722 shares 722 $245K 0.1% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,197 shares; 2024Q3: 1,197 shares; 2024Q4: 1,197 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares 1,195 $244K 0.1% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,449 shares 4,449 $225K 0.09% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: 1,327 shares; 2025Q2: 1,243 shares 1,243 $220K 0.09% -84 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 357 shares; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares 357 $220K 0.09% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,200 shares; 2024Q3: 1,046 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 1,165 shares 1,165 $216K 0.09% +104 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 344 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares 280 $206K 0.08% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 331 shares; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 415 shares; 2025Q2: 331 shares 331 $205K 0.08% -84 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,444 shares; 2024Q3: 5,048 shares; 2024Q4: 4,977 shares; 2025Q1: 4,977 shares; 2025Q2: 4,688 shares 4,688 $199K 0.08% -289 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 662 shares; 2024Q3: 551 shares; 2024Q4: 566 shares; 2025Q1: 535 shares; 2025Q2: 535 shares 535 $189K 0.08% 0 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,996 shares; 2024Q3: 5,341 shares; 2024Q4: 5,341 shares; 2025Q1: 5,341 shares; 2025Q2: 3,539 shares 3,539 $176K 0.07% -1,802 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,268 shares; 2024Q3: 807 shares; 2024Q4: 807 shares; 2025Q1: 817 shares; 2025Q2: 807 shares 807 $174K 0.07% -10 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,313 shares; 2024Q3: 2,313 shares; 2024Q4: 2,133 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares 1,350 $171K 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 223 shares; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 548 shares; 2025Q2: 548 shares 548 $169K 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,564 shares; 2025Q2: 6,898 shares 6,898 $169K 0.07% +2,334 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,624 shares; 2024Q3: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 1,409 shares; 2025Q2: 1,092 shares 1,092 $166K 0.07% -317 Timeline PXF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,745 shares; 2025Q2: 2,794 shares 2,794 $160K 0.07% +49 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 811 shares; 2024Q3: 811 shares; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 1,261 shares 1,261 $156K 0.06% +500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,253 shares; 2024Q3: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,113 shares; 2025Q2: 3,113 shares 3,113 $147K 0.06% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,741 shares; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: 3,741 shares; 2025Q2: 3,741 shares 3,741 $145K 0.06% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,185 shares; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares 1,065 $144K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 346 shares; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 366 shares 366 $134K 0.06% +20 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,810 shares; 2024Q3: 1,811 shares; 2024Q4: 1,803 shares; 2025Q1: 1,804 shares; 2025Q2: 1,804 shares 1,804 $131K 0.05% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 315 shares; 2024Q3: 315 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares 630 $128K 0.05% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 416 shares; 2024Q3: 377 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 463 shares 463 $126K 0.05% +200 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,501 shares; 2024Q3: 3,501 shares; 2024Q4: 3,501 shares; 2025Q1: 3,501 shares; 2025Q2: 3,501 shares 3,501 $123K 0.05% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 263 shares; 2024Q3: 105 shares; 2024Q4: 130 shares; 2025Q1: 343 shares; 2025Q2: 403 shares 403 $116K 0.05% +60 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 271 shares; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 1,271 shares 1,271 $115K 0.05% +1,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 196 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 142 shares; 2025Q2: 210 shares 210 $115K 0.05% +68 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,978 shares; 2024Q3: 2,008 shares; 2024Q4: 2,034 shares; 2025Q1: 2,143 shares; 2025Q2: 2,220 shares 2,220 $107K 0.04% +77 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,667 shares; 2024Q3: 1,667 shares; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 2,067 shares 2,067 $106K 0.04% +400 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,008 shares 2,008 $102K 0.04% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 87 shares; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares 93 $95K 0.04% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 440 shares 440 $93K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 873 shares; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 729 shares; 2025Q2: 1,329 shares 1,329 $92K 0.04% +600 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,009 shares; 2024Q3: 1,016 shares; 2024Q4: 1,025 shares; 2025Q1: 1,078 shares; 2025Q2: 1,113 shares 1,113 $92K 0.04% +35 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 484 shares; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 484 shares 484 $87K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 458 shares 458 $85K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 264 shares; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 679 shares; 2025Q2: 629 shares 629 $83K 0.03% -50 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,039 shares; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares 1,002 $69K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 517 shares; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares 517 $68K 0.03% 0 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,350 shares; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares 1,350 $68K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 504 shares; 2024Q3: 504 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 607 shares 607 $67K 0.03% +83 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 497 shares; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 497 shares 497 $66K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 526 shares; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 502 shares; 2025Q2: 502 shares 502 $66K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 706 shares; 2024Q3: 706 shares; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 706 shares 706 $64K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,180 shares; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares 1,180 $63K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 321 shares; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 722 shares; 2025Q2: 258 shares 258 $61K 0.03% -464 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32 shares; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 359 shares 359 $57K 0.02% +343 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares 205 $57K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 508 shares; 2024Q3: 508 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares 495 $57K 0.02% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 511 shares; 2024Q3: 516 shares; 2024Q4: 681 shares; 2025Q1: 5,343 shares; 2025Q2: 693 shares 693 $53K 0.02% -4,650 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 334 shares; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares 165 $52K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 392 shares; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares 392 $52K 0.02% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 600 shares 600 $52K 0.02% new Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,034 shares 1,034 $49K 0.02% new Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,696 shares 1,696 $47K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 736 shares; 2024Q3: 656 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 656 shares 656 $46K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares 84 $45K 0.02% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares 738 $44K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 495 shares 495 $44K 0.02% +462 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares 113 $43K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46 shares; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 43 shares 43 $42K 0.02% +39 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares 120 $42K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 380 shares; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares 380 $41K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 458 shares; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 550 shares 550 $41K 0.02% +92 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 81 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares 72 $39K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 850 shares; 2025Q2: 750 shares 750 $39K 0.02% -100 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares 650 $39K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,692 shares; 2025Q2: 1,769 shares 1,769 $39K 0.02% -12,923 Timeline PHO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 703 shares; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 558 shares 558 $39K 0.02% -145 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares 146 $37K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70 shares; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares 1,113 $36K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $36K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 110 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 90 shares; 2025Q2: 90 shares 90 $36K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: 500 shares 500 $33K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 360 shares 360 $33K 0.01% 0 Timeline ISHARES ESG ADV INV GXXXPEN… ISHARES ESG ADV INV GXXXPENDING P… More: the full row for ISHARES ESG ADV INV GXXXPENDING POSSIBLE FUTURE EFF: Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 328 shares; 2024Q3: 322 shares; 2024Q4: 328 shares; 2025Q1: 428 shares; 2025Q2: 404 shares 404 $33K 0.01% -24 APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 110 shares 110 $31K 0.01% +35 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,221 shares; 2024Q3: 1,221 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares 1,221 $29K 0.01% 0 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 904 shares; 2024Q3: 904 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares 914 $29K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 286 shares; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 409 shares 409 $28K 0.01% +193 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 690 shares; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares 690 $27K 0.01% 0 Timeline IONQ INC IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares 650 $27K 0.01% new ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 100 shares 100 $26K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 93 shares; 2024Q3: 85 shares; 2024Q4: 92 shares; 2025Q1: 85 shares; 2025Q2: 85 shares 85 $25K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,569 shares; 2024Q3: 1,348 shares; 2024Q4: 1,373 shares; 2025Q1: 1,395 shares; 2025Q2: 1,420 shares 1,420 $25K 0.01% +25 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 137 shares; 2025Q2: 168 shares 168 $24K 0.01% +31 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 264 shares; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 292 shares; 2025Q2: 545 shares 545 $24K 0.01% +253 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 497 shares; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 262 shares; 2025Q2: 237 shares 237 $23K 0.01% -25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 187 shares; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares 187 $22K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 593 shares; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares 593 $22K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 396 shares; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 612 shares 612 $21K 0.01% +216 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 378 shares; 2025Q2: 240 shares 240 $21K 0.01% -138 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,055 shares; 2024Q3: 1,059 shares; 2024Q4: 1,007 shares; 2025Q1: 932 shares; 2025Q2: 919 shares 919 $20K 0.01% -13 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283 shares 283 $20K 0.01% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,666 shares; 2024Q3: 1,719 shares; 2024Q4: 1,768 shares; 2025Q1: 1,830 shares; 2025Q2: 1,887 shares 1,887 $20K 0.01% +57 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 241 shares; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares 241 $19K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 141 shares; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares 141 $19K 0.01% 0 Timeline XLY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 90 shares; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares 90 $19K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares 58 $17K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 275 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 55 shares; 2025Q2: 566 shares 566 $16K 0.01% +511 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 674 shares; 2024Q3: 680 shares; 2024Q4: 687 shares; 2025Q1: 691 shares; 2025Q2: 697 shares 697 $16K 0.01% +6 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 241 shares; 2024Q3: 242 shares; 2024Q4: 246 shares; 2025Q1: 247 shares; 2025Q2: 248 shares 248 $16K 0.01% +1 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares 227 $16K 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 169 shares; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares 169 $15K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,414 shares; 2024Q3: 1,465 shares; 2024Q4: 1,520 shares; 2025Q1: 1,576 shares; 2025Q2: 1,642 shares 1,642 $15K 0.01% +66 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 822 shares; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares 822 $15K 0.01% 0 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 266 shares; 2024Q4: 815 shares; 2025Q1: 1,452 shares; 2025Q2: 1,452 shares 1,452 $15K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 224 shares; 2024Q3: 184 shares; 2024Q4: 125 shares; 2025Q1: 67 shares; 2025Q2: 45 shares 45 $14K 0.01% -22 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares 109 $14K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49 shares; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 30 shares 30 $14K 0.01% -4 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $14K 0.01% 0 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,560 shares; 2024Q3: 1,371 shares; 2024Q4: 1,379 shares; 2025Q1: 1,388 shares; 2025Q2: 1,402 shares 1,402 $14K 0.01% +14 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 386 shares; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares 386 $13K 0.01% 0 Timeline BMBL BUMBLE INC More: the full row for BUMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares 2,000 $13K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211 shares 211 $12K <0.01% new Timeline XLC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares 115 $12K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares 66 $12K <0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 381 shares; 2024Q3: 388 shares; 2024Q4: 395 shares; 2025Q1: 401 shares; 2025Q2: 408 shares 408 $12K <0.01% +7 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,148 shares; 2024Q3: 2,556 shares; 2024Q4: 2,556 shares; 2025Q1: 408 shares; 2025Q2: 408 shares 408 $12K <0.01% 0 Timeline PXH 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 548 shares 548 $12K <0.01% new Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $12K <0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 76 shares; 2024Q3: 50 shares; 2024Q4: 62 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $11K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 488 shares; 2024Q3: 142 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 141 shares 141 $11K <0.01% +70 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 59 shares; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 159 shares; 2025Q2: 59 shares 59 $11K <0.01% -100 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $11K <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $11K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares 65 $11K <0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 201 shares; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 351 shares; 2025Q2: 101 shares 101 $11K <0.01% -250 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,501 shares; 2024Q3: 2,535 shares; 2024Q4: 2,570 shares; 2025Q1: 2,618 shares; 2025Q2: 2,678 shares 2,678 $11K <0.01% +60 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,673 shares; 2025Q2: 418 shares 418 $11K <0.01% -13,255 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares 48 $10K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $10K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 555 shares; 2025Q2: 350 shares 350 $10K <0.01% -205 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 188 shares; 2024Q3: 188 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares 196 $10K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares 10 $10K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 31 shares; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 98 shares 98 $9K <0.01% +67 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 190 shares; 2024Q3: 191 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares 195 $9K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $9K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares 136 $9K <0.01% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $9K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,085 shares; 2025Q2: 324 shares 324 $8K <0.01% -6,761 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares 143 $8K <0.01% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $8K <0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 561 shares; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares 561 $8K <0.01% 0 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares 276 $8K <0.01% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares 28 $7K <0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 80 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares 81 $7K <0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 180 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 143 shares 143 $7K <0.01% new Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 537 shares; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares 537 $7K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 62 shares 62 $7K <0.01% +32 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 741 shares; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 841 shares; 2025Q2: 741 shares 741 $7K <0.01% -100 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $7K <0.01% 0 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $7K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares 139 $6K <0.01% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 204 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 84 shares; 2025Q2: 25 shares 25 $6K <0.01% -59 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares 74 $6K <0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $6K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 235 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares 75 $6K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares 20 $5K <0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares 25 $5K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares 53 $5K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 303 shares; 2025Q1: 70,518 shares; 2025Q2: 200 shares 200 $5K <0.01% -70,318 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 74 shares; 2024Q3: 75 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares 77 $5K <0.01% 0 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: 61 shares 61 $5K <0.01% new Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 69 shares; 2024Q3: 69 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares 70 $5K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares 25 $4K <0.01% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $4K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 130 shares; 2024Q3: not reported; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares 79 $4K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $4K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 20 shares; 2025Q2: 6 shares 6 $3K <0.01% -14 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 438 shares; 2025Q2: 50 shares 50 $3K <0.01% -388 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54 shares; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares 6 $3K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 0 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 110 shares; 2025Q2: 83 shares 83 $3K <0.01% -27 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 550 shares; 2025Q2: 500 shares 500 $3K <0.01% -50 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 145 shares; 2025Q2: 135 shares 135 $3K <0.01% -10 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52,934 shares; 2024Q3: 51,686 shares; 2024Q4: 51,686 shares; 2025Q1: 34,362 shares; 2025Q2: 79 shares 79 $3K <0.01% -34,283 Timeline PRFZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares 85 $3K <0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $2K <0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares 84 $2K <0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares 32 $2K <0.01% 0 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $2K <0.01% 0 Timeline PBD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $2K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $1K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares 14 $1K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $1K <0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $1K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 600 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $1K <0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares 40 $1K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $0 0% 0 Value filed as zero, left out of ratios. 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 21 shares; 2025Q2: 11 shares 11 $0 0% -10 Value filed as zero, left out of ratios. Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 15 shares 15 $0 0% -41 Value filed as zero, left out of ratios. Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 27 shares; 2025Q2: 8 shares 8 $0 0% -19 Value filed as zero, left out of ratios. Timeline CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares 21 $0 0% 0 Value filed as zero, left out of ratios. Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 155 shares; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares 155 $0 0% 0 Value filed as zero, left out of ratios. ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 276 shares; 2025Q2: 50 shares 50 $0 0% -226 Value filed as zero, left out of ratios. Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 40 shares; 2025Q2: 20 shares 20 $0 0% -20 Value filed as zero, left out of ratios. Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares 6 $0 0% 0 Value filed as zero, left out of ratios. Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares 109 $0 0% 0 Value filed as zero, left out of ratios. Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 450 shares; 2025Q2: 300 shares 300 $0 0% -150 Value filed as zero, left out of ratios. Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares 3 $0 0% new Value filed as zero, left out of ratios. Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares 100 $0 0% new Value filed as zero, left out of ratios. Timeline UCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. Timeline HBIO HARVARD BIOSCIENCE INC More: the full row for HARVARD BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $0 0% 0 Value filed as zero, left out of ratios. Timeline