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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 727,026 shares; 2024Q3: 715,496 shares; 2024Q4: 733,651 shares; 2025Q1: 835,023 shares; 2025Q2: 767,659 shares; 2025Q3: 748,181 shares 748,181 $34.2M 13.36% -19,478 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 150,821 shares; 2024Q3: 162,712 shares; 2024Q4: 166,714 shares; 2025Q1: 166,539 shares; 2025Q2: 172,838 shares; 2025Q3: 178,571 shares 178,571 $21.1M 8.25% +5,733 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,430 shares; 2024Q3: 35,412 shares; 2024Q4: 35,412 shares; 2025Q1: 34,772 shares; 2025Q2: 34,409 shares; 2025Q3: 31,920 shares 31,920 $15.3M 5.97% -2,489 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 248,156 shares; 2024Q3: 258,920 shares; 2024Q4: 266,727 shares; 2025Q1: 296,570 shares; 2025Q2: 301,334 shares; 2025Q3: 303,202 shares 303,202 $14M 5.46% +1,868 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 194,290 shares; 2024Q3: 209,451 shares; 2024Q4: 214,356 shares; 2025Q1: 220,521 shares; 2025Q2: 222,581 shares; 2025Q3: 237,052 shares 237,052 $13.6M 5.3% +14,471 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 392,835 shares; 2024Q3: 452,732 shares; 2024Q4: 462,002 shares; 2025Q1: 230,390 shares; 2025Q2: 241,729 shares; 2025Q3: 248,599 shares 248,599 $11.8M 4.61% +6,870 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 95,414 shares; 2024Q3: 97,611 shares; 2024Q4: 104,106 shares; 2025Q1: 136,149 shares; 2025Q2: 141,802 shares; 2025Q3: 118,728 shares 118,728 $10.6M 4.15% -23,074 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 246,144 shares; 2024Q3: 237,105 shares; 2024Q4: 229,760 shares; 2025Q1: 191,708 shares; 2025Q2: 166,442 shares; 2025Q3: 158,779 shares 158,779 $9.06M 3.53% -7,663 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,584 shares; 2025Q1: 289,497 shares; 2025Q2: 308,824 shares; 2025Q3: 311,967 shares 311,967 $8.92M 3.48% +3,143 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 387,841 shares; 2024Q3: 379,701 shares; 2024Q4: 369,060 shares; 2025Q1: 342,426 shares; 2025Q2: 297,403 shares; 2025Q3: 281,775 shares 281,775 $8.84M 3.45% -15,628 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,839 shares; 2024Q3: 2,839 shares; 2024Q4: 2,815 shares; 2025Q1: 3,630 shares; 2025Q2: 112,287 shares; 2025Q3: 113,025 shares 113,025 $8.19M 3.19% +738 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 74,019 shares; 2024Q3: 78,876 shares; 2024Q4: 84,620 shares; 2025Q1: 99,934 shares; 2025Q2: 100,429 shares; 2025Q3: 117,107 shares 117,107 $8.12M 3.17% +16,678 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 129,244 shares; 2024Q3: 142,996 shares; 2024Q4: 161,460 shares; 2025Q1: 130,934 shares; 2025Q2: 142,805 shares; 2025Q3: 138,851 shares 138,851 $7.04M 2.75% -3,954 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 57,323 shares; 2024Q3: 68,126 shares; 2024Q4: 77,159 shares; 2025Q1: 141,443 shares; 2025Q2: 183,428 shares; 2025Q3: 190,378 shares 190,378 $6.89M 2.69% +6,950 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,734 shares; 2024Q3: 24,265 shares; 2024Q4: 24,216 shares; 2025Q1: 25,266 shares; 2025Q2: 25,548 shares; 2025Q3: 24,456 shares 24,456 $6.23M 2.43% -1,092 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,607 shares; 2024Q4: 15,898 shares; 2025Q1: 49,641 shares; 2025Q2: 80,133 shares; 2025Q3: 78,928 shares 78,928 $5.8M 2.26% -1,205 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60,841 shares; 2024Q3: 64,095 shares; 2024Q4: 65,776 shares; 2025Q1: 76,266 shares; 2025Q2: 75,545 shares; 2025Q3: 76,398 shares 76,398 $5.79M 2.26% +853 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 47,898 shares; 2024Q3: 47,409 shares; 2024Q4: 47,041 shares; 2025Q1: 46,777 shares; 2025Q2: 46,538 shares; 2025Q3: 45,701 shares 45,701 $5.48M 2.14% -837 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,211 shares; 2025Q1: 130,941 shares; 2025Q2: 168,237 shares; 2025Q3: 178,940 shares 178,940 $4.72M 1.84% +10,703 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,166 shares; 2024Q3: 14,166 shares; 2024Q4: 14,166 shares; 2025Q1: 14,166 shares; 2025Q2: 14,166 shares; 2025Q3: 13,985 shares 13,985 $4.3M 1.68% -181 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,773 shares; 2024Q3: 32,799 shares; 2024Q4: 41,961 shares; 2025Q1: 29,962 shares; 2025Q2: 63,111 shares; 2025Q3: 53,835 shares 53,835 $2.72M 1.06% -9,276 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,883 shares; 2024Q3: 4,827 shares; 2024Q4: 4,827 shares; 2025Q1: 4,827 shares; 2025Q2: 4,827 shares; 2025Q3: 4,827 shares 4,827 $2.43M 0.95% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,317 shares; 2024Q3: 54,043 shares; 2024Q4: 53,794 shares; 2025Q1: 53,794 shares; 2025Q2: 53,354 shares; 2025Q3: 52,933 shares 52,933 $2.27M 0.88% -421 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,974 shares; 2024Q3: 4,974 shares; 2024Q4: 4,974 shares; 2025Q1: 4,974 shares; 2025Q2: 4,617 shares; 2025Q3: 4,617 shares 4,617 $2.16M 0.84% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,673 shares; 2024Q3: 5,769 shares; 2024Q4: 5,738 shares; 2025Q1: 5,740 shares; 2025Q2: 6,567 shares; 2025Q3: 6,041 shares 6,041 $1.98M 0.77% -526 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,949 shares; 2025Q3: 83,920 shares 83,920 $1.97M 0.77% +5,971 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,085 shares; 2024Q3: 12,227 shares; 2024Q4: 12,231 shares; 2025Q1: 18,135 shares; 2025Q2: 45,577 shares; 2025Q3: 44,330 shares 44,330 $1.88M 0.73% -1,247 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52,828 shares; 2024Q3: 48,023 shares; 2024Q4: 47,756 shares; 2025Q1: 47,413 shares; 2025Q2: 42,616 shares; 2025Q3: 42,616 shares 42,616 $1.87M 0.73% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,306 shares; 2024Q3: 6,230 shares; 2024Q4: 6,230 shares; 2025Q1: 6,363 shares; 2025Q2: 6,230 shares; 2025Q3: 5,718 shares 5,718 $1.7M 0.66% -512 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,993 shares; 2024Q3: 5,732 shares; 2024Q4: 5,694 shares; 2025Q1: 9,661 shares; 2025Q2: 18,977 shares; 2025Q3: 18,960 shares 18,960 $1.39M 0.54% -17 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,981 shares; 2024Q3: 42,606 shares; 2024Q4: 41,948 shares; 2025Q1: 41,701 shares; 2025Q2: 23,047 shares; 2025Q3: 20,340 shares 20,340 $1.39M 0.54% -2,707 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,093 shares; 2025Q3: 51,027 shares 51,027 $1.29M 0.5% +7,934 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,779 shares; 2024Q3: 1,749 shares; 2024Q4: 1,759 shares; 2025Q1: 1,678 shares; 2025Q2: 1,627 shares; 2025Q3: 1,618 shares 1,618 $990K 0.39% -9 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,111 shares; 2024Q3: 28,735 shares; 2024Q4: 31,038 shares; 2025Q1: 26,015 shares; 2025Q2: 27,521 shares; 2025Q3: 33,115 shares 33,115 $888K 0.35% +5,594 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,220 shares 22,220 $839K 0.33% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,371 shares; 2024Q3: 10,471 shares; 2024Q4: 10,687 shares; 2025Q1: 12,114 shares; 2025Q2: 19,688 shares; 2025Q3: 19,802 shares 19,802 $810K 0.32% +114 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,906 shares; 2024Q3: 2,866 shares; 2024Q4: 2,866 shares; 2025Q1: 2,866 shares; 2025Q2: 2,866 shares; 2025Q3: 2,766 shares 2,766 $777K 0.3% -100 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,596 shares; 2024Q3: 1,490 shares; 2024Q4: 1,402 shares; 2025Q1: 1,367 shares; 2025Q2: 1,439 shares; 2025Q3: 1,439 shares 1,439 $745K 0.29% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,644 shares; 2024Q3: 2,150 shares; 2024Q4: 2,075 shares; 2025Q1: 3,074 shares; 2025Q2: 3,582 shares; 2025Q3: 2,982 shares 2,982 $725K 0.28% -600 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 715 shares; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 1,140 shares; 2025Q2: 10,471 shares; 2025Q3: 3,941 shares 3,941 $718K 0.28% -6,530 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 42,470 shares; 2024Q3: 42,101 shares; 2024Q4: 41,629 shares; 2025Q1: 36,612 shares; 2025Q2: 15,456 shares; 2025Q3: 15,384 shares 15,384 $693K 0.27% -72 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,133 shares; 2025Q3: 6,852 shares 6,852 $693K 0.27% +719 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 841 shares; 2024Q3: 348 shares; 2024Q4: 248 shares; 2025Q1: 288 shares; 2025Q2: 4,523 shares; 2025Q3: 3,649 shares 3,649 $680K 0.27% -874 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,095 shares 22,095 $671K 0.26% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,478 shares; 2024Q3: 2,253 shares; 2024Q4: 1,190 shares; 2025Q1: 818 shares; 2025Q2: 1,390 shares; 2025Q3: 1,289 shares 1,289 $573K 0.22% -101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,157 shares; 2024Q3: 8,091 shares; 2024Q4: 8,075 shares; 2025Q1: 10,386 shares; 2025Q2: 7,437 shares; 2025Q3: 7,360 shares 7,360 $507K 0.2% -77 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 386 shares; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 13,561 shares 13,561 $492K 0.19% +13,175 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,833 shares; 2024Q3: 1,833 shares; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares 1,833 $433K 0.17% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 811 shares; 2024Q3: 811 shares; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 1,261 shares; 2025Q3: 3,451 shares 3,451 $395K 0.15% +2,190 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,339 shares; 2025Q2: 9,059 shares; 2025Q3: 8,610 shares 8,610 $369K 0.14% -449 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,575 shares 7,575 $368K 0.14% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: 746 shares 746 $365K 0.14% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,200 shares 5,200 $350K 0.14% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,019 shares; 2024Q3: 1,804 shares; 2024Q4: 1,784 shares; 2025Q1: 1,642 shares; 2025Q2: 1,695 shares; 2025Q3: 1,591 shares 1,591 $349K 0.14% -104 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,553 shares; 2024Q3: 22,188 shares; 2024Q4: 22,515 shares; 2025Q1: 6,571 shares; 2025Q2: 7,361 shares; 2025Q3: 7,617 shares 7,617 $334K 0.13% +256 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 241 shares; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 3,624 shares 3,624 $303K 0.12% +3,383 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: 1,327 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares 1,243 $302K 0.12% 0 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares 12,000 $291K 0.11% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 582 shares; 2024Q3: 582 shares; 2024Q4: 582 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 722 shares 722 $263K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,197 shares; 2024Q3: 1,197 shares; 2024Q4: 1,197 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,139 shares 1,139 $245K 0.1% -56 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,200 shares; 2024Q3: 1,046 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 1,165 shares; 2025Q3: 1,046 shares 1,046 $242K 0.09% -119 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 357 shares; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares 357 $237K 0.09% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 331 shares; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 415 shares; 2025Q2: 331 shares; 2025Q3: 331 shares 331 $221K 0.09% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $215K 0.08% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,221 shares; 2024Q3: 1,221 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 8,221 shares 8,221 $209K 0.08% +7,000 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 344 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares 280 $205K 0.08% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,268 shares; 2024Q3: 807 shares; 2024Q4: 807 shares; 2025Q1: 817 shares; 2025Q2: 807 shares; 2025Q3: 807 shares 807 $195K 0.08% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,624 shares; 2024Q3: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 1,409 shares; 2025Q2: 1,092 shares; 2025Q3: 1,042 shares 1,042 $193K 0.08% -50 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 488 shares; 2024Q3: 142 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 141 shares; 2025Q3: 2,271 shares 2,271 $190K 0.07% +2,130 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,313 shares; 2024Q3: 2,313 shares; 2024Q4: 2,133 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares 1,350 $183K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 662 shares; 2024Q3: 551 shares; 2024Q4: 566 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares 535 $182K 0.07% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,253 shares; 2024Q3: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,113 shares; 2025Q2: 3,113 shares; 2025Q3: 3,458 shares 3,458 $178K 0.07% +345 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,996 shares; 2024Q3: 5,341 shares; 2024Q4: 5,341 shares; 2025Q1: 5,341 shares; 2025Q2: 3,539 shares; 2025Q3: 3,539 shares 3,539 $176K 0.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,745 shares; 2025Q2: 2,794 shares; 2025Q3: 2,794 shares 2,794 $170K 0.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,978 shares; 2024Q3: 2,008 shares; 2024Q4: 2,034 shares; 2025Q1: 2,143 shares; 2025Q2: 2,220 shares; 2025Q3: 3,318 shares 3,318 $162K 0.06% +1,098 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 223 shares; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 548 shares 548 $160K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,741 shares; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: 3,741 shares; 2025Q2: 3,741 shares; 2025Q3: 3,741 shares 3,741 $156K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,564 shares; 2025Q2: 6,898 shares; 2025Q3: 5,791 shares 5,791 $152K 0.06% -1,107 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,449 shares; 2025Q3: 2,929 shares 2,929 $148K 0.06% -1,520 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,185 shares; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares 1,065 $142K 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,444 shares; 2024Q3: 5,048 shares; 2024Q4: 4,977 shares; 2025Q1: 4,977 shares; 2025Q2: 4,688 shares; 2025Q3: 3,219 shares 3,219 $141K 0.06% -1,469 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 346 shares; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 366 shares; 2025Q3: 346 shares 346 $140K 0.05% -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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,810 shares; 2024Q3: 1,811 shares; 2024Q4: 1,803 shares; 2025Q1: 1,804 shares; 2025Q2: 1,804 shares; 2025Q3: 1,681 shares 1,681 $131K 0.05% -123 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,501 shares; 2024Q3: 3,501 shares; 2024Q4: 3,501 shares; 2025Q1: 3,501 shares; 2025Q2: 3,501 shares; 2025Q3: 3,501 shares 3,501 $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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 315 shares; 2024Q3: 315 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares 630 $128K 0.05% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 196 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 142 shares; 2025Q2: 210 shares; 2025Q3: 210 shares 210 $126K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 204 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 84 shares; 2025Q2: 25 shares; 2025Q3: 400 shares 400 $120K 0.05% +375 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 263 shares; 2024Q3: 105 shares; 2024Q4: 130 shares; 2025Q1: 343 shares; 2025Q2: 403 shares; 2025Q3: 343 shares 343 $108K 0.04% -60 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares 458 $92K 0.04% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 484 shares; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares 484 $91K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 508 shares; 2024Q3: 508 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 715 shares 715 $87K 0.03% +220 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 87 shares; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares 93 $85K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 264 shares; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 679 shares; 2025Q2: 629 shares; 2025Q3: 580 shares 580 $81K 0.03% -49 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,696 shares; 2025Q3: 2,588 shares 2,588 $76K 0.03% +892 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,350 shares; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares 1,350 $75K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 517 shares; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares 517 $72K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 497 shares; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 497 shares 497 $70K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 526 shares; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 502 shares 502 $70K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 321 shares; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 722 shares; 2025Q2: 258 shares; 2025Q3: 258 shares 258 $65K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 416 shares; 2024Q3: 377 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 463 shares; 2025Q3: 263 shares 263 $62K 0.02% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 20 shares; 2025Q2: 6 shares; 2025Q3: 99 shares 99 $60K 0.02% +93 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares 205 $60K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 511 shares; 2024Q3: 516 shares; 2024Q4: 681 shares; 2025Q1: 5,343 shares; 2025Q2: 693 shares; 2025Q3: 752 shares 752 $58K 0.02% +59 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 392 shares; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares 392 $57K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 850 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $57K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares 854 $57K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 706 shares; 2024Q3: 706 shares; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 706 shares 706 $56K 0.02% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 873 shares; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 729 shares; 2025Q2: 1,329 shares; 2025Q3: 729 shares 729 $55K 0.02% -600 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 334 shares; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares 165 $54K 0.02% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $53K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 495 shares; 2025Q3: 495 shares 495 $53K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares 84 $53K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 380 shares; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares 380 $45K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares 120 $45K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 736 shares; 2024Q3: 656 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares 656 $43K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares 146 $43K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 458 shares; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 550 shares; 2025Q3: 458 shares 458 $41K 0.02% -92 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46 shares; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 43 shares; 2025Q3: 43 shares 43 $40K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 703 shares; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 558 shares; 2025Q3: 558 shares 558 $40K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares 113 $39K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,180 shares; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 680 shares 680 $39K 0.02% -500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 650 shares 650 $39K 0.02% 0 SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares 360 $34K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $33K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 81 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares 72 $32K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 904 shares; 2024Q3: 904 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 914 shares 914 $30K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 690 shares; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares 690 $29K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 110 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 58 shares 58 $28K 0.01% -32 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 504 shares; 2024Q3: 504 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 607 shares; 2025Q3: 252 shares 252 $27K 0.01% -355 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,055 shares; 2024Q3: 1,059 shares; 2024Q4: 1,007 shares; 2025Q1: 932 shares; 2025Q2: 919 shares; 2025Q3: 792 shares 792 $26K 0.01% -127 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 271 shares; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 1,271 shares; 2025Q3: 271 shares 271 $25K 0.01% -1,000 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 593 shares; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares 593 $25K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,667 shares; 2024Q3: 1,667 shares; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 2,067 shares; 2025Q3: 500 shares 500 $25K 0.01% -1,567 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,569 shares; 2024Q3: 1,348 shares; 2024Q4: 1,373 shares; 2025Q1: 1,395 shares; 2025Q2: 1,420 shares; 2025Q3: 1,447 shares 1,447 $24K 0.01% +27 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70 shares; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 659 shares 659 $23K 0.01% -454 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 187 shares; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares 187 $23K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 378 shares; 2025Q2: 240 shares; 2025Q3: 240 shares 240 $23K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,666 shares; 2024Q3: 1,719 shares; 2024Q4: 1,768 shares; 2025Q1: 1,830 shares; 2025Q2: 1,887 shares; 2025Q3: 1,935 shares 1,935 $23K 0.01% +48 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 90 shares; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $21K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 93 shares; 2024Q3: 85 shares; 2024Q4: 92 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $20K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 497 shares; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 262 shares; 2025Q2: 237 shares; 2025Q3: 188 shares 188 $20K 0.01% -49 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 110 shares; 2025Q3: 75 shares 75 $20K 0.01% -35 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,712 shares 3,712 $20K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 141 shares; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares 141 $19K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,692 shares; 2025Q2: 1,769 shares; 2025Q3: 841 shares 841 $19K 0.01% -928 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 637 shares 637 $18K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 241 shares; 2024Q3: 242 shares; 2024Q4: 246 shares; 2025Q1: 247 shares; 2025Q2: 248 shares; 2025Q3: 250 shares 250 $17K 0.01% +2 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 674 shares; 2024Q3: 680 shares; 2024Q4: 687 shares; 2025Q1: 691 shares; 2025Q2: 697 shares; 2025Q3: 704 shares 704 $16K 0.01% +7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 169 shares; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares 169 $16K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares 109 $16K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,414 shares; 2024Q3: 1,465 shares; 2024Q4: 1,520 shares; 2025Q1: 1,576 shares; 2025Q2: 1,642 shares; 2025Q3: 1,703 shares 1,703 $16K 0.01% +61 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 227 shares 227 $16K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 822 shares; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares 822 $16K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 266 shares; 2024Q4: 815 shares; 2025Q1: 1,452 shares; 2025Q2: 1,452 shares; 2025Q3: 1,452 shares 1,452 $15K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,560 shares; 2024Q3: 1,371 shares; 2024Q4: 1,379 shares; 2025Q1: 1,388 shares; 2025Q2: 1,402 shares; 2025Q3: 1,418 shares 1,418 $15K 0.01% +16 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $15K 0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 137 shares; 2025Q2: 168 shares; 2025Q3: 92 shares 92 $14K 0.01% -76 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 537 shares; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares 537 $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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49 shares; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 30 shares; 2025Q3: 24 shares 24 $14K 0.01% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares 115 $13K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 264 shares; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 292 shares; 2025Q2: 545 shares; 2025Q3: 264 shares 264 $13K 0.01% -281 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,148 shares; 2024Q3: 2,556 shares; 2024Q4: 2,556 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares 408 $13K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,673 shares; 2025Q2: 418 shares; 2025Q3: 418 shares 418 $13K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 548 shares; 2025Q3: 548 shares 548 $13K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 76 shares; 2024Q3: 50 shares; 2024Q4: 62 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 51 shares 51 $12K <0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 59 shares; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 159 shares; 2025Q2: 59 shares; 2025Q3: 59 shares 59 $12K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $12K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 65 shares 65 $12K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 381 shares; 2024Q3: 388 shares; 2024Q4: 395 shares; 2025Q1: 401 shares; 2025Q2: 408 shares; 2025Q3: 415 shares 415 $12K <0.01% +7 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 286 shares; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 409 shares; 2025Q3: 163 shares 163 $11K <0.01% -246 Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $11K <0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 45 shares 45 $10K <0.01% -395 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $10K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares 143 $10K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $10K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 201 shares; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 351 shares; 2025Q2: 101 shares; 2025Q3: 101 shares 101 $10K <0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 188 shares; 2024Q3: 188 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares 196 $10K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: 276 shares 276 $10K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,085 shares; 2025Q2: 324 shares; 2025Q3: 324 shares 324 $9K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 190 shares; 2024Q3: 191 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 197 shares 197 $9K <0.01% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $9K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 561 shares; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares 561 $9K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 224 shares; 2024Q3: 184 shares; 2024Q4: 125 shares; 2025Q1: 67 shares; 2025Q2: 45 shares; 2025Q3: 24 shares 24 $8K <0.01% -21 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 868 shares 868 $8K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $8K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $8K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 80 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: 81 shares 81 $7K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94 shares 94 $7K <0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares 125 $7K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,501 shares; 2024Q3: 2,535 shares; 2024Q4: 2,570 shares; 2025Q1: 2,618 shares; 2025Q2: 2,678 shares; 2025Q3: 1,248 shares 1,248 $7K <0.01% -1,430 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $7K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $6K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $6K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 741 shares; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 841 shares; 2025Q2: 741 shares; 2025Q3: 741 shares 741 $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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 235 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $6K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 300 shares 300 $6K <0.01% -300 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares 78 $6K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $5K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 550 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $5K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 303 shares; 2025Q1: 70,518 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $5K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 74 shares; 2024Q3: 75 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 78 shares 78 $5K <0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 61 shares 61 $5K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 69 shares; 2024Q3: 69 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $5K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 438 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 130 shares; 2024Q3: not reported; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares 79 $4K <0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54 shares; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 0 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 110 shares; 2025Q2: 83 shares; 2025Q3: 83 shares 83 $3K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $3K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 145 shares; 2025Q2: 135 shares; 2025Q3: 135 shares 135 $3K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares 33 $3K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $3K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $3K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $3K <0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 84 shares 84 $2K <0.01% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32 shares; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 359 shares; 2025Q3: 16 shares 16 $2K <0.01% -343 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 31 shares; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 98 shares; 2025Q3: 31 shares 31 $2K <0.01% -67 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $2K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 450 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $2K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares 32 $2K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 600 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $1K <0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52,934 shares; 2024Q3: 51,686 shares; 2024Q4: 51,686 shares; 2025Q1: 34,362 shares; 2025Q2: 79 shares; 2025Q3: 38 shares 38 $1K <0.01% -41 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares 109 $1K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 21 shares; 2025Q2: 11 shares; 2025Q3: 12 shares 12 $0 0% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 15 shares; 2025Q3: 15 shares 15 $0 0% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 27 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $0 0% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 155 shares; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 15 shares 15 $0 0% -140 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 276 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $0 0% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 40 shares; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $0 0% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares 6 $0 0% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $0 0% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $0 0% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $0 0% 0 Value filed as zero, left out of ratios. Timeline