SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,685,992 shares; 2024Q4: 78,214,398 shares; 2025Q1: 78,809,775 shares; 2025Q2: 81,086,542 shares; 2025Q3: 81,729,362 shares; 2025Q4: 81,809,191 shares 81,809,191 $4.65B 8.81% +79,829 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,177,610 shares; 2024Q4: 182,794,417 shares; 2025Q1: 183,658,709 shares; 2025Q2: 184,335,955 shares; 2025Q3: 186,003,082 shares; 2025Q4: 188,762,736 shares 188,762,736 $4.23B 8.02% +2,759,654 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,103,330 shares; 2024Q4: 172,381,339 shares; 2025Q1: 170,365,624 shares; 2025Q2: 159,968,464 shares; 2025Q3: 157,184,545 shares; 2025Q4: 156,955,279 shares 156,955,279 $3.77B 7.15% -229,266 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,484,786 shares; 2024Q4: 56,858,114 shares; 2025Q1: 57,564,399 shares; 2025Q2: 57,546,907 shares; 2025Q3: 59,918,446 shares; 2025Q4: 63,169,967 shares 63,169,967 $3.4B 6.45% +3,251,521 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,076,743 shares; 2024Q4: 7,597,192 shares; 2025Q1: 7,299,386 shares; 2025Q2: 7,251,506 shares; 2025Q3: 6,816,449 shares; 2025Q4: 6,494,674 shares 6,494,674 $3.17B 6% -321,775 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,894,486 shares; 2024Q4: 66,743,946 shares; 2025Q1: 65,209,436 shares; 2025Q2: 59,746,614 shares; 2025Q3: 58,489,520 shares; 2025Q4: 57,217,193 shares 57,217,193 $2.54B 4.81% -1,272,327 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,223,876 shares; 2024Q4: 34,675,164 shares; 2025Q1: 34,305,434 shares; 2025Q2: 34,614,440 shares; 2025Q3: 33,162,425 shares; 2025Q4: 32,752,270 shares 32,752,270 $2.28B 4.33% -410,155 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,617,265 shares; 2024Q4: 20,126,715 shares; 2025Q1: 19,696,376 shares; 2025Q2: 19,237,014 shares; 2025Q3: 17,992,952 shares; 2025Q4: 17,287,655 shares 17,287,655 $1.84B 3.49% -705,297 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,225,694 shares; 2024Q4: 33,459,728 shares; 2025Q1: 33,251,698 shares; 2025Q2: 34,307,606 shares; 2025Q3: 31,787,145 shares; 2025Q4: 29,815,734 shares 29,815,734 $1.78B 3.37% -1,971,411 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,338,765 shares; 2024Q4: 9,013,079 shares; 2025Q1: 8,759,085 shares; 2025Q2: 8,758,071 shares; 2025Q3: 8,578,287 shares; 2025Q4: 8,417,954 shares 8,417,954 $1.77B 3.35% -160,333 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,929,301 shares; 2024Q4: 59,401,539 shares; 2025Q1: 58,765,352 shares; 2025Q2: 60,352,324 shares; 2025Q3: 58,809,142 shares; 2025Q4: 57,971,734 shares 57,971,734 $1.74B 3.3% -837,408 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,476,341 shares; 2024Q4: 55,360,772 shares; 2025Q1: 53,252,688 shares; 2025Q2: 52,594,431 shares; 2025Q3: 51,888,949 shares; 2025Q4: 50,764,107 shares 50,764,107 $1.5B 2.85% -1,124,842 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,113,505 shares; 2024Q4: 46,711,404 shares; 2025Q1: 48,006,634 shares; 2025Q2: 49,616,991 shares; 2025Q3: 52,212,255 shares; 2025Q4: 54,239,978 shares 54,239,978 $1.44B 2.72% +2,027,723 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,600,697 shares; 2024Q4: 47,716,110 shares; 2025Q1: 46,971,859 shares; 2025Q2: 46,607,159 shares; 2025Q3: 44,629,004 shares; 2025Q4: 43,678,983 shares 43,678,983 $1.43B 2.71% -950,021 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,850,609 shares; 2024Q4: 23,607,147 shares; 2025Q1: 24,231,894 shares; 2025Q2: 24,203,666 shares; 2025Q3: 24,089,166 shares; 2025Q4: 24,367,619 shares 24,367,619 $1.31B 2.48% +278,453 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,980,431 shares; 2024Q4: 35,301,181 shares; 2025Q1: 35,763,240 shares; 2025Q2: 35,638,404 shares; 2025Q3: 41,083,396 shares; 2025Q4: 44,094,271 shares 44,094,271 $1.27B 2.41% +3,010,875 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,917,932 shares; 2024Q4: 53,827,142 shares; 2025Q1: 54,164,614 shares; 2025Q2: 55,517,741 shares; 2025Q3: 57,075,509 shares; 2025Q4: 60,040,433 shares 60,040,433 $1.25B 2.38% +2,964,924 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,580,939 shares; 2024Q4: 10,734,195 shares; 2025Q1: 10,673,053 shares; 2025Q2: 10,653,146 shares; 2025Q3: 10,782,315 shares; 2025Q4: 11,052,968 shares 11,052,968 $1.22B 2.31% +270,653 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,250,158 shares; 2024Q4: 39,788,567 shares; 2025Q1: 38,186,941 shares; 2025Q2: 38,175,151 shares; 2025Q3: 35,589,129 shares; 2025Q4: 33,984,232 shares 33,984,232 $1.11B 2.1% -1,604,897 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,202,035 shares; 2024Q4: 22,118,929 shares; 2025Q1: 22,557,955 shares; 2025Q2: 23,832,103 shares; 2025Q3: 23,000,738 shares; 2025Q4: 21,127,449 shares 21,127,449 $990M 1.88% -1,873,289 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,196,206 shares; 2024Q4: 8,374,718 shares; 2025Q1: 8,726,309 shares; 2025Q2: 9,656,104 shares; 2025Q3: 7,774,548 shares; 2025Q4: 7,821,522 shares 7,821,522 $940M 1.78% +46,974 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,534,358 shares; 2024Q4: 14,137,022 shares; 2025Q1: 14,441,471 shares; 2025Q2: 14,547,159 shares; 2025Q3: 15,375,354 shares; 2025Q4: 16,086,101 shares 16,086,101 $804M 1.52% +710,747 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,454,174 shares; 2024Q4: 18,659,764 shares; 2025Q1: 18,595,619 shares; 2025Q2: 17,957,512 shares; 2025Q3: 17,358,782 shares; 2025Q4: 17,000,839 shares 17,000,839 $796M 1.51% -357,943 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,609,957 shares; 2024Q4: 8,285,690 shares; 2025Q1: 8,142,411 shares; 2025Q2: 8,493,316 shares; 2025Q3: 8,299,757 shares; 2025Q4: 8,223,783 shares 8,223,783 $543M 1.03% -75,974 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,207,848 shares; 2024Q4: 18,694,885 shares; 2025Q1: 18,155,827 shares; 2025Q2: 17,603,682 shares; 2025Q3: 16,707,929 shares; 2025Q4: 16,211,363 shares 16,211,363 $531M 1.01% -496,566 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191,808 shares; 2024Q4: 4,167,159 shares; 2025Q1: 4,101,526 shares; 2025Q2: 4,017,315 shares; 2025Q3: 4,253,967 shares; 2025Q4: 4,287,913 shares 4,287,913 $512M 0.97% +33,946 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995,089 shares; 2024Q4: 5,014,392 shares; 2025Q1: 4,977,909 shares; 2025Q2: 4,991,489 shares; 2025Q3: 4,993,827 shares; 2025Q4: 5,067,054 shares 5,067,054 $406M 0.77% +73,227 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,052,701 shares; 2024Q4: 5,957,775 shares; 2025Q1: 5,942,237 shares; 2025Q2: 5,953,357 shares; 2025Q3: 5,715,041 shares; 2025Q4: 5,502,683 shares 5,502,683 $373M 0.71% -212,358 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,772,869 shares 4,772,869 $313M 0.59% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401,805 shares; 2024Q4: 3,347,662 shares; 2025Q1: 3,261,609 shares; 2025Q2: 3,285,391 shares; 2025Q3: 3,317,631 shares; 2025Q4: 3,370,746 shares 3,370,746 $298M 0.57% +53,115 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708,476 shares; 2024Q4: 4,480,387 shares; 2025Q1: 4,321,854 shares; 2025Q2: 4,354,879 shares; 2025Q3: 4,130,932 shares; 2025Q4: 3,935,429 shares 3,935,429 $240M 0.45% -195,503 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,045,615 shares; 2024Q4: 3,110,405 shares; 2025Q1: 3,000,826 shares; 2025Q2: 2,859,952 shares; 2025Q3: 2,954,768 shares; 2025Q4: 2,972,914 shares 2,972,914 $237M 0.45% +18,146 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571,615 shares; 2024Q4: 1,567,411 shares; 2025Q1: 1,471,280 shares; 2025Q2: 1,718,617 shares; 2025Q3: 1,680,991 shares; 2025Q4: 1,644,234 shares 1,644,234 $158M 0.3% -36,757 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,913 shares; 2024Q4: 15,598 shares; 2025Q1: 16,309 shares; 2025Q2: 231,813 shares; 2025Q3: 223,312 shares; 2025Q4: 218,740 shares 218,740 $150M 0.28% -4,572 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626,011 shares; 2024Q4: 5,099,991 shares; 2025Q1: 5,098,334 shares; 2025Q2: 5,484,059 shares; 2025Q3: 4,996,465 shares; 2025Q4: 4,841,126 shares 4,841,126 $138M 0.26% -155,339 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,272 shares; 2024Q4: 343,677 shares; 2025Q1: 336,973 shares; 2025Q2: 384,113 shares; 2025Q3: 385,924 shares; 2025Q4: 382,593 shares 382,593 $128M 0.24% -3,331 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424,782 shares; 2024Q4: 1,354,321 shares; 2025Q1: 1,333,856 shares; 2025Q2: 1,393,410 shares; 2025Q3: 1,343,538 shares; 2025Q4: 1,310,650 shares 1,310,650 $127M 0.24% -32,888 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525,055 shares; 2024Q4: 5,070,153 shares; 2025Q1: 4,942,735 shares; 2025Q2: 4,903,010 shares; 2025Q3: 5,427,583 shares; 2025Q4: 5,396,451 shares 5,396,451 $126M 0.24% -31,132 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433,732 shares; 2024Q4: 1,388,327 shares; 2025Q1: 1,349,917 shares; 2025Q2: 1,368,507 shares; 2025Q3: 1,346,122 shares; 2025Q4: 1,320,819 shares 1,320,819 $122M 0.23% -25,303 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162,157 shares; 2024Q4: 3,247,005 shares; 2025Q1: 3,084,328 shares; 2025Q2: 3,147,537 shares; 2025Q3: 3,173,224 shares; 2025Q4: 3,066,683 shares 3,066,683 $121M 0.23% -106,541 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325,529 shares; 2024Q4: 1,288,717 shares; 2025Q1: 1,267,568 shares; 2025Q2: 1,307,624 shares; 2025Q3: 1,173,588 shares; 2025Q4: 1,143,898 shares 1,143,898 $108M 0.2% -29,690 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389,964 shares; 2024Q4: 1,340,930 shares; 2025Q1: 1,290,872 shares; 2025Q2: 1,287,112 shares; 2025Q3: 1,278,881 shares; 2025Q4: 1,254,079 shares 1,254,079 $106M 0.2% -24,802 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370,723 shares; 2024Q4: 1,304,439 shares; 2025Q1: 1,308,080 shares; 2025Q2: 1,374,933 shares; 2025Q3: 1,194,647 shares; 2025Q4: 1,160,530 shares 1,160,530 $106M 0.2% -34,117 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731,934 shares; 2024Q4: 690,371 shares; 2025Q1: 672,365 shares; 2025Q2: 693,811 shares; 2025Q3: 675,546 shares; 2025Q4: 662,537 shares 662,537 $87.2M 0.17% -13,009 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,404 shares; 2024Q4: 267,607 shares; 2025Q1: 272,735 shares; 2025Q2: 286,203 shares; 2025Q3: 266,820 shares; 2025Q4: 254,193 shares 254,193 $82.1M 0.16% -12,627 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,126 shares; 2024Q4: 935,552 shares; 2025Q1: 916,645 shares; 2025Q2: 936,083 shares; 2025Q3: 1,032,644 shares; 2025Q4: 1,036,106 shares 1,036,106 $76.7M 0.15% +3,462 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,000 shares; 2024Q4: 760,341 shares; 2025Q1: 797,155 shares; 2025Q2: 825,903 shares; 2025Q3: 874,544 shares; 2025Q4: 929,292 shares 929,292 $72.4M 0.14% +54,748 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958,297 shares; 2024Q4: 965,385 shares; 2025Q1: 953,067 shares; 2025Q2: 837,417 shares; 2025Q3: 812,955 shares; 2025Q4: 797,202 shares 797,202 $68.8M 0.13% -15,753 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430,096 shares; 2024Q4: 2,017,172 shares; 2025Q1: 1,594,414 shares; 2025Q2: 1,491,066 shares; 2025Q3: 1,637,230 shares; 2025Q4: 1,459,018 shares 1,459,018 $68.7M 0.13% -178,212 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,245 shares; 2024Q4: 582,827 shares; 2025Q1: 574,406 shares; 2025Q2: 579,963 shares; 2025Q3: 593,607 shares; 2025Q4: 599,668 shares 599,668 $64.2M 0.12% +6,061 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,882 shares; 2024Q4: 309,790 shares; 2025Q1: 291,920 shares; 2025Q2: 237,561 shares; 2025Q3: 238,227 shares; 2025Q4: 231,400 shares 231,400 $49.1M 0.09% -6,827 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,011 shares; 2024Q4: 562,184 shares; 2025Q1: 591,062 shares; 2025Q2: 611,107 shares; 2025Q3: 618,632 shares; 2025Q4: 639,774 shares 639,774 $48.5M 0.09% +21,142 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,634 shares; 2024Q4: 155,747 shares; 2025Q1: 167,436 shares; 2025Q2: 195,497 shares; 2025Q3: 193,383 shares; 2025Q4: 176,774 shares 176,774 $48.1M 0.09% -16,609 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,940 shares; 2024Q4: 131,808 shares; 2025Q1: 131,586 shares; 2025Q2: 106,284 shares; 2025Q3: 103,842 shares; 2025Q4: 94,434 shares 94,434 $45.7M 0.09% -9,408 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,649 shares; 2024Q4: 187,539 shares; 2025Q1: 185,220 shares; 2025Q2: 255,944 shares; 2025Q3: 321,270 shares; 2025Q4: 237,644 shares 237,644 $45.4M 0.09% -83,626 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017,081 shares; 2024Q4: 995,260 shares; 2025Q1: 980,599 shares; 2025Q2: 953,740 shares; 2025Q3: 928,696 shares; 2025Q4: 914,811 shares 914,811 $43.9M 0.08% -13,885 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809,282 shares; 2024Q4: 797,994 shares; 2025Q1: 830,246 shares; 2025Q2: 790,561 shares; 2025Q3: 845,518 shares; 2025Q4: 844,399 shares 844,399 $42.5M 0.08% -1,119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310,147 shares; 2024Q4: 1,859,290 shares; 2025Q1: 1,832,416 shares; 2025Q2: 1,338,253 shares; 2025Q3: 1,376,907 shares; 2025Q4: 1,292,077 shares 1,292,077 $42.3M 0.08% -84,830 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,950 shares; 2024Q4: 1,123,232 shares; 2025Q1: 1,122,760 shares; 2025Q2: 1,058,819 shares; 2025Q3: 1,023,856 shares; 2025Q4: 999,974 shares 999,974 $39.9M 0.08% -23,882 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,974 shares; 2024Q4: 141,802 shares; 2025Q1: 93,094 shares; 2025Q2: 215,942 shares; 2025Q3: 217,246 shares; 2025Q4: 211,977 shares 211,977 $39.5M 0.07% -5,269 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,898 shares; 2024Q4: 319,558 shares; 2025Q1: 407,310 shares; 2025Q2: 529,888 shares; 2025Q3: 609,403 shares; 2025Q4: 786,166 shares 786,166 $39M 0.07% +176,763 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,810 shares; 2024Q4: 183,170 shares; 2025Q1: 167,236 shares; 2025Q2: 370,441 shares; 2025Q3: 461,448 shares; 2025Q4: 367,962 shares 367,962 $36.8M 0.07% -93,486 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,929 shares; 2024Q4: 116,817 shares; 2025Q1: 112,038 shares; 2025Q2: 121,298 shares; 2025Q3: 122,072 shares; 2025Q4: 110,187 shares 110,187 $34.5M 0.07% -11,885 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,153 shares; 2024Q4: 420,484 shares; 2025Q1: 369,786 shares; 2025Q2: 323,646 shares; 2025Q3: 383,581 shares; 2025Q4: 375,232 shares 375,232 $33.6M 0.06% -8,349 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837,732 shares; 2024Q4: 1,464,523 shares; 2025Q1: 1,429,530 shares; 2025Q2: 1,039,916 shares; 2025Q3: 1,038,909 shares; 2025Q4: 962,556 shares 962,556 $33.2M 0.06% -76,353 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,219 shares; 2024Q4: 757,346 shares; 2025Q1: 734,069 shares; 2025Q2: 728,219 shares; 2025Q3: 733,308 shares; 2025Q4: 724,240 shares 724,240 $33.1M 0.06% -9,068 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,156 shares; 2024Q4: 25,748 shares; 2025Q1: 25,388 shares; 2025Q2: 54,076 shares; 2025Q3: 71,538 shares; 2025Q4: 53,495 shares 53,495 $32.9M 0.06% -18,043 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722,887 shares; 2024Q4: 682,524 shares; 2025Q1: 662,134 shares; 2025Q2: 660,310 shares; 2025Q3: 673,357 shares; 2025Q4: 664,962 shares 664,962 $31.9M 0.06% -8,395 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,933 shares; 2024Q4: 73,718 shares; 2025Q1: 148,377 shares; 2025Q2: 206,385 shares; 2025Q3: 245,103 shares; 2025Q4: 289,006 shares 289,006 $29.6M 0.06% +43,903 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,094 shares; 2024Q4: 34,714 shares; 2025Q1: 35,256 shares; 2025Q2: 41,385 shares; 2025Q3: 40,102 shares; 2025Q4: 41,516 shares 41,516 $28.3M 0.05% +1,414 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,896 shares; 2024Q4: 101,913 shares; 2025Q1: 93,411 shares; 2025Q2: 125,311 shares; 2025Q3: 125,929 shares; 2025Q4: 122,533 shares 122,533 $28.3M 0.05% -3,396 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,914 shares; 2024Q4: 304,132 shares; 2025Q1: 275,010 shares; 2025Q2: 251,213 shares; 2025Q3: 231,156 shares; 2025Q4: 221,659 shares 221,659 $27.3M 0.05% -9,497 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,508 shares; 2024Q4: 96,398 shares; 2025Q1: 94,416 shares; 2025Q2: 93,286 shares; 2025Q3: 90,702 shares; 2025Q4: 91,868 shares 91,868 $23.7M 0.04% +1,166 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,161 shares; 2024Q4: 427,277 shares; 2025Q1: 402,197 shares; 2025Q2: 297,459 shares; 2025Q3: 297,195 shares; 2025Q4: 301,153 shares 301,153 $23.5M 0.04% +3,958 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,378 shares; 2024Q4: 455,308 shares; 2025Q1: 451,519 shares; 2025Q2: 524,097 shares; 2025Q3: 657,895 shares; 2025Q4: 667,343 shares 667,343 $22.1M 0.04% +9,448 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,322 shares; 2024Q4: 61,484 shares; 2025Q1: 59,231 shares; 2025Q2: 73,484 shares; 2025Q3: 67,802 shares; 2025Q4: 68,380 shares 68,380 $21.5M 0.04% +578 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,297 shares; 2024Q4: 398,638 shares; 2025Q1: 393,466 shares; 2025Q2: 338,895 shares; 2025Q3: 345,184 shares; 2025Q4: 342,488 shares 342,488 $20.4M 0.04% -2,696 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,005 shares; 2024Q4: 645,704 shares; 2025Q1: 635,513 shares; 2025Q2: 414,802 shares; 2025Q3: 416,741 shares; 2025Q4: 412,531 shares 412,531 $19.2M 0.04% -4,210 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,094 shares; 2024Q4: 77,875 shares; 2025Q1: 82,030 shares; 2025Q2: 86,545 shares; 2025Q3: 82,439 shares; 2025Q4: 83,375 shares 83,375 $19.1M 0.04% +936 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 35,629 shares; 2025Q1: 82,092 shares; 2025Q2: 120,582 shares; 2025Q3: 159,302 shares; 2025Q4: 196,259 shares 196,259 $18.7M 0.04% +36,957 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,247 shares; 2024Q4: 267,765 shares; 2025Q1: 261,640 shares; 2025Q2: 192,693 shares; 2025Q3: 209,155 shares; 2025Q4: 223,119 shares 223,119 $17.6M 0.03% +13,964 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,572 shares; 2024Q4: 179,855 shares; 2025Q1: 159,826 shares; 2025Q2: 160,173 shares; 2025Q3: not reported; 2025Q4: 151,188 shares 151,188 $17.6M 0.03% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,733 shares; 2024Q4: 153,526 shares; 2025Q1: 147,015 shares; 2025Q2: 148,023 shares; 2025Q3: 154,176 shares; 2025Q4: 151,479 shares 151,479 $16.7M 0.03% -2,697 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,363 shares; 2024Q4: 522,155 shares; 2025Q1: 477,260 shares; 2025Q2: 483,093 shares; 2025Q3: 519,230 shares; 2025Q4: 566,708 shares 566,708 $16.6M 0.03% +47,478 Timeline CTMX CYTOMX THERAPEUTICS INC. More: the full row for CYTOMX THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,381,357 shares; 2025Q4: 3,828,717 shares 3,828,717 $16.3M 0.03% +2,447,360 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,178 shares; 2024Q4: 27,122 shares; 2025Q1: 26,558 shares; 2025Q2: 57,808 shares; 2025Q3: 133,726 shares; 2025Q4: 55,525 shares 55,525 $16.1M 0.03% -78,201 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,833 shares; 2024Q4: 72,466 shares; 2025Q1: 73,467 shares; 2025Q2: 258,528 shares; 2025Q3: 307,722 shares; 2025Q4: 313,662 shares 313,662 $15.9M 0.03% +5,940 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,387 shares; 2024Q4: 91,487 shares; 2025Q1: 90,676 shares; 2025Q2: 88,736 shares; 2025Q3: 92,870 shares; 2025Q4: 99,577 shares 99,577 $15.6M 0.03% +6,707 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,910 shares; 2024Q4: 54,440 shares; 2025Q1: 53,237 shares; 2025Q2: 301,872 shares; 2025Q3: 377,783 shares; 2025Q4: 409,538 shares 409,538 $15.6M 0.03% +31,755 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,631 shares; 2024Q4: 579,115 shares; 2025Q1: 563,762 shares; 2025Q2: 566,403 shares; 2025Q3: 572,760 shares; 2025Q4: 581,103 shares 581,103 $15.4M 0.03% +8,343 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436,715 shares; 2025Q4: 445,486 shares 445,486 $15.2M 0.03% +8,771 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,780 shares; 2024Q4: 164,553 shares; 2025Q1: 162,987 shares; 2025Q2: 141,238 shares; 2025Q3: 148,531 shares; 2025Q4: 159,690 shares 159,690 $15.2M 0.03% +11,159 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,001 shares; 2024Q4: 21,755 shares; 2025Q1: 21,092 shares; 2025Q2: 23,576 shares; 2025Q3: 24,007 shares; 2025Q4: 23,000 shares 23,000 $15.2M 0.03% -1,007 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,314 shares; 2024Q4: 403,922 shares; 2025Q1: 322,063 shares; 2025Q2: 241,780 shares; 2025Q3: 242,572 shares; 2025Q4: 240,586 shares 240,586 $15M 0.03% -1,986 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,324 shares; 2024Q4: 270,876 shares; 2025Q1: 226,698 shares; 2025Q2: 227,604 shares; 2025Q3: 220,234 shares; 2025Q4: 211,824 shares 211,824 $14.2M 0.03% -8,410 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,093 shares; 2024Q4: 32,455 shares; 2025Q1: 30,817 shares; 2025Q2: 34,061 shares; 2025Q3: 32,361 shares; 2025Q4: 29,885 shares 29,885 $14.1M 0.03% -2,476 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,728 shares; 2024Q4: 56,865 shares; 2025Q1: 57,908 shares; 2025Q2: 49,111 shares; 2025Q3: 46,795 shares; 2025Q4: 44,744 shares 44,744 $14.1M 0.03% -2,051 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,909 shares; 2024Q4: 132,539 shares; 2025Q1: 123,934 shares; 2025Q2: 121,398 shares; 2025Q3: 195,603 shares; 2025Q4: 200,285 shares 200,285 $14M 0.03% +4,682 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,116 shares; 2024Q4: 54,504 shares; 2025Q1: 58,801 shares; 2025Q2: 67,446 shares; 2025Q3: 66,073 shares; 2025Q4: 63,524 shares 63,524 $13.8M 0.03% -2,549 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 14,167 shares; 2025Q1: 13,585 shares; 2025Q2: 25,225 shares; 2025Q3: 26,379 shares; 2025Q4: 26,405 shares 26,405 $13.3M 0.03% +26 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,346 shares; 2024Q4: 30,744 shares; 2025Q1: 27,395 shares; 2025Q2: 19,805 shares; 2025Q3: 20,467 shares; 2025Q4: 20,658 shares 20,658 $13M 0.02% +191 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,762 shares; 2024Q4: 29,979 shares; 2025Q1: 29,265 shares; 2025Q2: 39,393 shares; 2025Q3: 30,688 shares; 2025Q4: 25,833 shares 25,833 $11.6M 0.02% -4,855 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,822 shares; 2024Q4: 162,405 shares; 2025Q1: 126,274 shares; 2025Q2: 314,056 shares; 2025Q3: 330,848 shares; 2025Q4: 333,788 shares 333,788 $11M 0.02% +2,940 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,965 shares; 2024Q4: 201,647 shares; 2025Q1: 211,319 shares; 2025Q2: 189,711 shares; 2025Q3: 202,848 shares; 2025Q4: 225,002 shares 225,002 $10.8M 0.02% +22,154 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,709 shares; 2024Q4: 170,062 shares; 2025Q1: 150,115 shares; 2025Q2: 154,237 shares; 2025Q3: 149,318 shares; 2025Q4: 102,439 shares 102,439 $10.4M 0.02% -46,879 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,647 shares; 2025Q2: 131,157 shares; 2025Q3: 135,764 shares; 2025Q4: 137,482 shares 137,482 $10.1M 0.02% +1,718 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,017 shares; 2024Q4: 250,425 shares; 2025Q1: 249,466 shares; 2025Q2: 257,382 shares; 2025Q3: 280,751 shares; 2025Q4: 261,422 shares 261,422 $9.94M 0.02% -19,329 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $9.81M 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,729 shares; 2024Q4: 24,813 shares; 2025Q1: 23,912 shares; 2025Q2: 64,453 shares; 2025Q3: 64,007 shares; 2025Q4: 68,872 shares 68,872 $9.72M 0.02% +4,865 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,017 shares; 2025Q2: 103,782 shares; 2025Q3: 95,947 shares; 2025Q4: 91,985 shares 91,985 $9.15M 0.02% -3,962 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,815 shares; 2024Q4: 361,623 shares; 2025Q1: 382,780 shares; 2025Q2: 340,662 shares; 2025Q3: 333,618 shares; 2025Q4: 396,586 shares 396,586 $9.07M 0.02% +62,968 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,435 shares; 2024Q4: 538,158 shares; 2025Q1: 409,923 shares; 2025Q2: 403,152 shares; 2025Q3: 391,801 shares; 2025Q4: 397,095 shares 397,095 $8.95M 0.02% +5,294 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,458 shares; 2024Q4: 106,472 shares; 2025Q1: 108,748 shares; 2025Q2: 146,566 shares; 2025Q3: 142,711 shares; 2025Q4: 120,324 shares 120,324 $8.92M 0.02% -22,387 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,080 shares; 2024Q4: 294,925 shares; 2025Q1: 304,339 shares; 2025Q2: 281,233 shares; 2025Q3: 302,527 shares; 2025Q4: 337,424 shares 337,424 $8.52M 0.02% +34,897 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,052 shares; 2024Q4: 136,906 shares; 2025Q1: 107,094 shares; 2025Q2: 106,915 shares; 2025Q3: 142,863 shares; 2025Q4: 140,315 shares 140,315 $8.35M 0.02% -2,548 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,773 shares; 2024Q4: 254,174 shares; 2025Q1: 183,037 shares; 2025Q2: 83,869 shares; 2025Q3: 82,436 shares; 2025Q4: 97,339 shares 97,339 $8.15M 0.02% +14,903 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,308 shares; 2024Q4: 122,401 shares; 2025Q1: 125,861 shares; 2025Q2: 114,623 shares; 2025Q3: 115,005 shares; 2025Q4: 120,490 shares 120,490 $7.65M 0.01% +5,485 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,421 shares; 2024Q4: 338,470 shares; 2025Q1: 374,772 shares; 2025Q2: 327,520 shares; 2025Q3: 309,481 shares; 2025Q4: 340,197 shares 340,197 $7.64M 0.01% +30,716 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,882 shares; 2024Q4: 138,679 shares; 2025Q1: 112,443 shares; 2025Q2: 61,221 shares; 2025Q3: 148,321 shares; 2025Q4: 150,433 shares 150,433 $7.51M 0.01% +2,112 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,828 shares; 2024Q4: 288,121 shares; 2025Q1: 295,723 shares; 2025Q2: 256,098 shares; 2025Q3: 281,429 shares; 2025Q4: 317,858 shares 317,858 $7.43M 0.01% +36,429 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,734 shares; 2024Q4: 207,276 shares; 2025Q1: 195,695 shares; 2025Q2: 196,747 shares; 2025Q3: 195,445 shares; 2025Q4: 190,390 shares 190,390 $7.23M 0.01% -5,055 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: 16,549 shares; 2025Q1: 16,500 shares; 2025Q2: 19,633 shares; 2025Q3: 22,964 shares; 2025Q4: 22,351 shares 22,351 $7.2M 0.01% -613 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,500 shares; 2024Q4: 133,382 shares; 2025Q1: 129,205 shares; 2025Q2: 72,511 shares; 2025Q3: 69,793 shares; 2025Q4: 63,199 shares 63,199 $7.19M 0.01% -6,594 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,967 shares; 2024Q4: 31,255 shares; 2025Q1: 29,154 shares; 2025Q2: 30,214 shares; 2025Q3: 30,166 shares; 2025Q4: 29,060 shares 29,060 $7.15M 0.01% -1,106 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,158 shares; 2024Q4: 100,869 shares; 2025Q1: 104,341 shares; 2025Q2: 97,492 shares; 2025Q3: 101,402 shares; 2025Q4: 110,531 shares 110,531 $7.09M 0.01% +9,129 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,463 shares; 2024Q4: 128,635 shares; 2025Q1: 126,929 shares; 2025Q2: 143,879 shares; 2025Q3: 146,229 shares; 2025Q4: 151,838 shares 151,838 $6.98M 0.01% +5,609 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,693 shares; 2024Q4: 317,041 shares; 2025Q1: 319,867 shares; 2025Q2: 321,722 shares; 2025Q3: 327,950 shares; 2025Q4: 262,593 shares 262,593 $6.94M 0.01% -65,357 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,631 shares; 2024Q4: 129,161 shares; 2025Q1: 121,774 shares; 2025Q2: 114,701 shares; 2025Q3: 121,037 shares; 2025Q4: 135,240 shares 135,240 $6.86M 0.01% +14,203 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,385 shares; 2024Q4: 847,932 shares; 2025Q1: 343,198 shares; 2025Q2: 236,835 shares; 2025Q3: 237,344 shares; 2025Q4: 295,984 shares 295,984 $6.82M 0.01% +58,640 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,801 shares; 2024Q4: 55,174 shares; 2025Q1: 56,510 shares; 2025Q2: 53,357 shares; 2025Q3: 53,309 shares; 2025Q4: 56,039 shares 56,039 $6.78M 0.01% +2,730 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,398 shares; 2024Q4: 185,092 shares; 2025Q1: 163,781 shares; 2025Q2: 142,446 shares; 2025Q3: 148,468 shares; 2025Q4: 150,097 shares 150,097 $6.69M 0.01% +1,629 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,720 shares; 2024Q4: 154,767 shares; 2025Q1: 264,848 shares; 2025Q2: 204,350 shares; 2025Q3: 184,474 shares; 2025Q4: 298,827 shares 298,827 $6.68M 0.01% +114,353 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,562 shares; 2024Q4: 262,312 shares; 2025Q1: 238,517 shares; 2025Q2: 241,411 shares; 2025Q3: 243,402 shares; 2025Q4: 236,915 shares 236,915 $6.51M 0.01% -6,487 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,542 shares; 2024Q4: 22,014 shares; 2025Q1: 21,887 shares; 2025Q2: 23,307 shares; 2025Q3: 22,751 shares; 2025Q4: 44,716 shares 44,716 $6.44M 0.01% +21,965 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,970 shares; 2024Q4: 199,248 shares; 2025Q1: 198,164 shares; 2025Q2: 201,288 shares; 2025Q3: 202,826 shares; 2025Q4: 201,234 shares 201,234 $6.37M 0.01% -1,592 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,862 shares; 2024Q4: 92,295 shares; 2025Q1: 94,922 shares; 2025Q2: 86,798 shares; 2025Q3: 87,637 shares; 2025Q4: 94,474 shares 94,474 $6.25M 0.01% +6,837 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,898 shares; 2024Q4: 51,911 shares; 2025Q1: 51,712 shares; 2025Q2: 53,483 shares; 2025Q3: 53,698 shares; 2025Q4: 55,090 shares 55,090 $6.16M 0.01% +1,392 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,226 shares; 2024Q4: 263,048 shares; 2025Q1: 261,035 shares; 2025Q2: 232,974 shares; 2025Q3: 234,062 shares; 2025Q4: 233,558 shares 233,558 $6.13M 0.01% -504 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,674 shares; 2024Q4: 15,521 shares; 2025Q1: 15,250 shares; 2025Q2: 16,777 shares; 2025Q3: 17,064 shares; 2025Q4: 17,077 shares 17,077 $5.88M 0.01% +13 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,137 shares; 2024Q4: 87,649 shares; 2025Q1: 79,395 shares; 2025Q2: 48,006 shares; 2025Q3: 39,807 shares; 2025Q4: 32,766 shares 32,766 $5.82M 0.01% -7,041 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,316 shares; 2024Q4: 22,557 shares; 2025Q1: 24,494 shares; 2025Q2: 85,611 shares; 2025Q3: 100,847 shares; 2025Q4: 99,257 shares 99,257 $5.75M 0.01% -1,590 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,479 shares; 2024Q4: 21,495 shares; 2025Q1: 21,176 shares; 2025Q2: 15,661 shares; 2025Q3: 15,798 shares; 2025Q4: 15,112 shares 15,112 $5.64M 0.01% -686 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,670 shares; 2025Q1: 5,337 shares; 2025Q2: 5,513 shares; 2025Q3: 5,884 shares; 2025Q4: 56,619 shares 56,619 $5.31M 0.01% +50,735 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,694 shares; 2024Q4: 158,319 shares; 2025Q1: 145,445 shares; 2025Q2: 130,690 shares; 2025Q3: 122,232 shares; 2025Q4: 123,713 shares 123,713 $5.15M 0.01% +1,481 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,910 shares; 2025Q1: 82,409 shares; 2025Q2: 85,600 shares; 2025Q3: 101,031 shares; 2025Q4: 105,149 shares 105,149 $5.08M 0.01% +4,118 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,036 shares; 2024Q4: 8,705 shares; 2025Q1: 8,494 shares; 2025Q2: 8,086 shares; 2025Q3: 7,983 shares; 2025Q4: 8,313 shares 8,313 $5.02M 0.01% +330 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,406 shares; 2024Q4: 177,587 shares; 2025Q1: 162,384 shares; 2025Q2: 146,478 shares; 2025Q3: 144,763 shares; 2025Q4: 147,266 shares 147,266 $4.98M 0.01% +2,503 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,196 shares; 2024Q4: 187,948 shares; 2025Q1: 184,877 shares; 2025Q2: 187,677 shares; 2025Q3: 184,493 shares; 2025Q4: 181,894 shares 181,894 $4.89M 0.01% -2,599 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,788 shares; 2025Q3: 51,705 shares; 2025Q4: 48,403 shares 48,403 $4.86M 0.01% -3,302 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,993 shares; 2024Q4: 121,355 shares; 2025Q1: 123,454 shares; 2025Q2: 107,325 shares; 2025Q3: 107,639 shares; 2025Q4: 113,565 shares 113,565 $4.84M 0.01% +5,926 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,346 shares; 2024Q4: 124,356 shares; 2025Q1: 126,298 shares; 2025Q2: 141,090 shares; 2025Q3: 133,012 shares; 2025Q4: 130,969 shares 130,969 $4.74M 0.01% -2,043 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,786 shares; 2024Q4: 22,366 shares; 2025Q1: 21,226 shares; 2025Q2: 20,252 shares; 2025Q3: 20,991 shares; 2025Q4: 21,202 shares 21,202 $4.66M 0.01% +211 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,949 shares; 2024Q4: 232,475 shares; 2025Q1: 115,187 shares; 2025Q2: 89,170 shares; 2025Q3: 91,227 shares; 2025Q4: 100,112 shares 100,112 $4.66M 0.01% +8,885 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,711 shares; 2024Q4: 15,697 shares; 2025Q1: 15,068 shares; 2025Q2: 14,513 shares; 2025Q3: 14,788 shares; 2025Q4: 14,088 shares 14,088 $4.63M 0.01% -700 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 8,219 shares; 2025Q1: 8,442 shares; 2025Q2: 13,342 shares; 2025Q3: 13,519 shares; 2025Q4: 13,259 shares 13,259 $4.59M 0.01% -260 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,348 shares; 2024Q4: 11,831 shares; 2025Q1: 11,453 shares; 2025Q2: 15,261 shares; 2025Q3: 15,396 shares; 2025Q4: 14,967 shares 14,967 $4.52M 0.01% -429 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,133 shares; 2024Q4: 18,048 shares; 2025Q1: 15,875 shares; 2025Q2: 17,888 shares; 2025Q3: 16,026 shares; 2025Q4: 15,669 shares 15,669 $4.37M 0.01% -357 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 16,685 shares; 2025Q4: 17,280 shares 17,280 $4.37M 0.01% +595 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 2,360 shares; 2025Q1: 3,058 shares; 2025Q2: 10,171 shares; 2025Q3: 30,839 shares; 2025Q4: 10,839 shares 10,839 $4.3M 0.01% -20,000 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,695 shares; 2024Q4: 114,116 shares; 2025Q1: 123,508 shares; 2025Q2: 120,175 shares; 2025Q3: 152,774 shares; 2025Q4: 165,443 shares 165,443 $4.29M 0.01% +12,669 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,665 shares; 2024Q4: 177,827 shares; 2025Q1: 149,189 shares; 2025Q2: 442,262 shares; 2025Q3: 190,137 shares; 2025Q4: 122,977 shares 122,977 $4.24M 0.01% -67,160 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 3,564 shares; 2025Q1: 4,193 shares; 2025Q2: 5,232 shares; 2025Q3: 4,938 shares; 2025Q4: 4,700 shares 4,700 $4.05M 0.01% -238 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,060 shares; 2024Q4: 18,616 shares; 2025Q1: 17,403 shares; 2025Q2: 50,210 shares; 2025Q3: 141,884 shares; 2025Q4: 46,408 shares 46,408 $4.04M 0.01% -95,476 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,458 shares; 2024Q4: 12,182 shares; 2025Q1: 14,123 shares; 2025Q2: 15,033 shares; 2025Q3: 15,633 shares; 2025Q4: 15,707 shares 15,707 $4.04M 0.01% +74 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,771 shares; 2025Q3: 95,115 shares; 2025Q4: 79,071 shares 79,071 $4M 0.01% -16,044 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,052 shares; 2024Q4: 29,268 shares; 2025Q1: 27,868 shares; 2025Q2: 29,727 shares; 2025Q3: 29,275 shares; 2025Q4: 29,080 shares 29,080 $3.98M 0.01% -195 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,117 shares; 2024Q4: 55,386 shares; 2025Q1: 50,905 shares; 2025Q2: 53,267 shares; 2025Q3: 50,005 shares; 2025Q4: 49,452 shares 49,452 $3.97M 0.01% -553 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,961 shares; 2025Q4: 57,074 shares 57,074 $3.96M 0.01% -887 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,144 shares; 2025Q4: 12,940 shares 12,940 $3.89M 0.01% -204 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,308 shares; 2024Q4: 167,868 shares; 2025Q1: 187,602 shares; 2025Q2: 122,321 shares; 2025Q3: 129,904 shares; 2025Q4: 155,374 shares 155,374 $3.78M 0.01% +25,470 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,531 shares; 2024Q4: 45,087 shares; 2025Q1: 39,593 shares; 2025Q2: 37,327 shares; 2025Q3: 37,554 shares; 2025Q4: 39,233 shares 39,233 $3.78M 0.01% +1,679 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,437 shares; 2024Q4: 27,649 shares; 2025Q1: 28,556 shares; 2025Q2: 30,318 shares; 2025Q3: 28,432 shares; 2025Q4: 29,858 shares 29,858 $3.74M 0.01% +1,426 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,278 shares; 2024Q4: 78,210 shares; 2025Q1: 90,578 shares; 2025Q2: 96,728 shares; 2025Q3: 106,703 shares; 2025Q4: 169,770 shares 169,770 $3.73M 0.01% +63,067 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,006 shares; 2024Q4: 94,123 shares; 2025Q1: 85,625 shares; 2025Q2: 81,686 shares; 2025Q3: 90,101 shares; 2025Q4: 87,159 shares 87,159 $3.63M 0.01% -2,942 FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,393 shares; 2025Q4: 93,526 shares 93,526 $3.6M 0.01% -867 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 5,742 shares; 2025Q1: 5,758 shares; 2025Q2: 6,056 shares; 2025Q3: 6,001 shares; 2025Q4: 6,162 shares 6,162 $3.57M 0.01% +161 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,332 shares; 2024Q4: 140,813 shares; 2025Q1: 129,808 shares; 2025Q2: 122,161 shares; 2025Q3: 130,270 shares; 2025Q4: 132,762 shares 132,762 $3.57M 0.01% +2,492 Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,235 shares; 2024Q4: 71,255 shares; 2025Q1: 84,490 shares; 2025Q2: 83,971 shares; 2025Q3: 60,378 shares; 2025Q4: 58,582 shares 58,582 $3.51M 0.01% -1,796 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,284 shares; 2024Q4: 67,711 shares; 2025Q1: 51,679 shares; 2025Q2: 93,258 shares; 2025Q3: 107,752 shares; 2025Q4: 106,885 shares 106,885 $3.48M 0.01% -867 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 10,401 shares; 2025Q1: 9,712 shares; 2025Q2: 10,174 shares; 2025Q3: 11,266 shares; 2025Q4: 11,474 shares 11,474 $3.4M 0.01% +208 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,227 shares; 2024Q4: 16,683 shares; 2025Q1: 28,407 shares; 2025Q2: 26,763 shares; 2025Q3: 33,873 shares; 2025Q4: 33,344 shares 33,344 $3.39M 0.01% -529 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 7,849 shares; 2025Q1: 9,133 shares; 2025Q2: 8,044 shares; 2025Q3: 11,402 shares; 2025Q4: 17,272 shares 17,272 $3.37M 0.01% +5,870 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,474 shares; 2025Q1: 934 shares; 2025Q2: 2,169 shares; 2025Q3: 2,982 shares; 2025Q4: 3,067 shares 3,067 $3.3M 0.01% +85 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,565 shares; 2024Q4: 57,242 shares; 2025Q1: 55,837 shares; 2025Q2: 59,060 shares; 2025Q3: 58,421 shares; 2025Q4: 62,912 shares 62,912 $3.27M 0.01% +4,491 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,190 shares; 2024Q4: 56,880 shares; 2025Q1: 56,348 shares; 2025Q2: 54,863 shares; 2025Q3: 54,914 shares; 2025Q4: 69,164 shares 69,164 $3.21M 0.01% +14,250 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,156 shares; 2024Q4: 7,244 shares; 2025Q1: 7,033 shares; 2025Q2: 5,638 shares; 2025Q3: 4,972 shares; 2025Q4: 5,615 shares 5,615 $3.19M 0.01% +643 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,966 shares; 2025Q3: 4,485 shares; 2025Q4: 11,037 shares 11,037 $3.17M 0.01% +6,552 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 7,892 shares; 2025Q1: 7,625 shares; 2025Q2: 5,245 shares; 2025Q3: 5,140 shares; 2025Q4: 5,450 shares 5,450 $3.16M 0.01% +310 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,523 shares; 2025Q1: 2,629 shares; 2025Q2: 4,406 shares; 2025Q3: 4,207 shares; 2025Q4: 4,141 shares 4,141 $3.12M 0.01% -66 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,919 shares; 2024Q4: 59,001 shares; 2025Q1: 63,195 shares; 2025Q2: 62,549 shares; 2025Q3: 55,342 shares; 2025Q4: 54,718 shares 54,718 $3.11M 0.01% -624 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 11,657 shares; 2025Q1: 9,912 shares; 2025Q2: 8,990 shares; 2025Q3: 9,095 shares; 2025Q4: 9,832 shares 9,832 $3.1M 0.01% +737 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,426 shares; 2024Q4: 16,650 shares; 2025Q1: 16,337 shares; 2025Q2: 20,646 shares; 2025Q3: 20,631 shares; 2025Q4: 21,565 shares 21,565 $3.04M 0.01% +934 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 10,606 shares; 2025Q1: 10,598 shares; 2025Q2: 10,721 shares; 2025Q3: 10,802 shares; 2025Q4: 14,429 shares 14,429 $3M 0.01% +3,627 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,387 shares; 2024Q4: 64,650 shares; 2025Q1: 62,500 shares; 2025Q2: 66,228 shares; 2025Q3: 67,337 shares; 2025Q4: 68,319 shares 68,319 $2.95M 0.01% +982 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 8,031 shares; 2025Q3: 8,018 shares; 2025Q4: 7,466 shares 7,466 $2.89M 0.01% -552 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 15,243 shares; 2025Q1: 13,988 shares; 2025Q2: 12,156 shares; 2025Q3: 13,596 shares; 2025Q4: 13,513 shares 13,513 $2.86M 0.01% -83 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,232 shares; 2024Q4: 67,193 shares; 2025Q1: 50,232 shares; 2025Q2: 35,299 shares; 2025Q3: 36,585 shares; 2025Q4: 36,907 shares 36,907 $2.84M 0.01% +322 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 14,896 shares; 2025Q1: 16,735 shares; 2025Q2: 25,707 shares; 2025Q3: 23,546 shares; 2025Q4: 23,529 shares 23,529 $2.83M 0.01% -17 Timeline YJUN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,436 shares; 2025Q3: 141,397 shares; 2025Q4: 110,104 shares 110,104 $2.82M 0.01% -31,293 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,046 shares; 2025Q3: 4,568 shares; 2025Q4: 4,178 shares 4,178 $2.82M 0.01% -390 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 15,258 shares; 2025Q1: 12,865 shares; 2025Q2: 18,711 shares; 2025Q3: 19,993 shares; 2025Q4: 24,956 shares 24,956 $2.78M 0.01% +4,963 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 3,041 shares; 2025Q1: 2,449 shares; 2025Q2: 23,104 shares; 2025Q3: 23,598 shares; 2025Q4: 23,488 shares 23,488 $2.68M 0.01% -110 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,124 shares; 2025Q2: 34,179 shares; 2025Q3: 31,166 shares; 2025Q4: 28,288 shares 28,288 $2.67M 0.01% -2,878 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,438 shares; 2025Q1: 8,021 shares; 2025Q2: 23,493 shares; 2025Q3: 26,181 shares; 2025Q4: 21,957 shares 21,957 $2.66M 0.01% -4,224 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,055 shares; 2024Q4: 19,540 shares; 2025Q1: 19,145 shares; 2025Q2: 21,237 shares; 2025Q3: 19,736 shares; 2025Q4: 17,831 shares 17,831 $2.65M 0.01% -1,905 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 6,473 shares; 2025Q1: 5,901 shares; 2025Q2: 5,748 shares; 2025Q3: 6,834 shares; 2025Q4: 8,479 shares 8,479 $2.61M <0.01% +1,645 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,929 shares; 2025Q1: 2,018 shares; 2025Q2: 4,755 shares; 2025Q3: 4,606 shares; 2025Q4: 4,547 shares 4,547 $2.6M <0.01% -59 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,144 shares; 2025Q1: 3,124 shares; 2025Q2: 2,999 shares; 2025Q3: 2,990 shares; 2025Q4: 16,881 shares 16,881 $2.59M <0.01% +13,891 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,183 shares; 2024Q4: 93,884 shares; 2025Q1: 77,972 shares; 2025Q2: 68,493 shares; 2025Q3: 63,653 shares; 2025Q4: 55,508 shares 55,508 $2.57M <0.01% -8,145 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 6,350 shares; 2025Q1: 6,582 shares; 2025Q2: 6,784 shares; 2025Q3: 6,586 shares; 2025Q4: 6,559 shares 6,559 $2.55M <0.01% -27 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 10,531 shares; 2025Q1: 10,594 shares; 2025Q2: 10,722 shares; 2025Q3: 11,014 shares; 2025Q4: 14,042 shares 14,042 $2.49M <0.01% +3,028 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 5,964 shares; 2025Q1: 5,834 shares; 2025Q2: 8,023 shares; 2025Q3: 7,777 shares; 2025Q4: 7,063 shares 7,063 $2.48M <0.01% -714 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,202 shares; 2024Q4: 22,627 shares; 2025Q1: 22,881 shares; 2025Q2: 28,758 shares; 2025Q3: 29,990 shares; 2025Q4: 30,590 shares 30,590 $2.47M <0.01% +600 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 30,256 shares; 2025Q1: 27,872 shares; 2025Q2: 30,602 shares; 2025Q3: 32,703 shares; 2025Q4: 31,903 shares 31,903 $2.46M <0.01% -800 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 24,224 shares; 2025Q1: 25,439 shares; 2025Q2: 35,384 shares; 2025Q3: 43,059 shares; 2025Q4: 44,348 shares 44,348 $2.44M <0.01% +1,289 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 33,788 shares; 2025Q1: 30,036 shares; 2025Q2: 11,316 shares; 2025Q3: 11,524 shares; 2025Q4: 13,029 shares 13,029 $2.42M <0.01% +1,505 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,877 shares; 2024Q4: 43,664 shares; 2025Q1: 41,399 shares; 2025Q2: 28,145 shares; 2025Q3: 41,752 shares; 2025Q4: 31,787 shares 31,787 $2.4M <0.01% -9,965 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,326 shares; 2024Q4: 10,666 shares; 2025Q1: 9,035 shares; 2025Q2: 15,503 shares; 2025Q3: 12,525 shares; 2025Q4: 11,452 shares 11,452 $2.37M <0.01% -1,073 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,877 shares; 2024Q4: 13,254 shares; 2025Q1: 15,221 shares; 2025Q2: 16,337 shares; 2025Q3: 16,316 shares; 2025Q4: 22,115 shares 22,115 $2.36M <0.01% +5,799 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,369 shares; 2024Q4: 5,410 shares; 2025Q1: 5,390 shares; 2025Q2: 16,867 shares; 2025Q3: 16,798 shares; 2025Q4: 16,932 shares 16,932 $2.36M <0.01% +134 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,299 shares; 2025Q3: 129,288 shares; 2025Q4: 117,707 shares 117,707 $2.33M <0.01% -11,581 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,668 shares; 2024Q4: 59,336 shares; 2025Q1: 70,058 shares; 2025Q2: 35,029 shares; 2025Q3: 48,174 shares; 2025Q4: 48,400 shares 48,400 $2.33M <0.01% +226 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,614 shares; 2024Q4: 16,271 shares; 2025Q1: 16,517 shares; 2025Q2: 16,391 shares; 2025Q3: 16,513 shares; 2025Q4: 32,834 shares 32,834 $2.31M <0.01% +16,321 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,729 shares; 2024Q4: 36,905 shares; 2025Q1: 32,878 shares; 2025Q2: 26,996 shares; 2025Q3: 25,898 shares; 2025Q4: 27,879 shares 27,879 $2.29M <0.01% +1,981 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,294 shares; 2025Q1: 24,536 shares; 2025Q2: 20,931 shares; 2025Q3: 10,026 shares; 2025Q4: 34,969 shares 34,969 $2.27M <0.01% +24,943 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,760 shares; 2024Q4: 13,634 shares; 2025Q1: 12,468 shares; 2025Q2: 14,820 shares; 2025Q3: 14,912 shares; 2025Q4: 15,746 shares 15,746 $2.26M <0.01% +834 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,131 shares; 2024Q4: 27,895 shares; 2025Q1: 21,317 shares; 2025Q2: 20,215 shares; 2025Q3: 44,550 shares; 2025Q4: 37,550 shares 37,550 $2.25M <0.01% -7,000 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,049 shares; 2024Q4: 327,426 shares; 2025Q1: 103,228 shares; 2025Q2: 74,268 shares; 2025Q3: 74,495 shares; 2025Q4: 88,729 shares 88,729 $2.23M <0.01% +14,234 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,194 shares; 2025Q3: 25,499 shares; 2025Q4: 26,879 shares 26,879 $2.22M <0.01% +1,380 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,016 shares; 2024Q4: 38,659 shares; 2025Q1: 43,183 shares; 2025Q2: 54,083 shares; 2025Q3: 69,659 shares; 2025Q4: 79,504 shares 79,504 $2.18M <0.01% +9,845 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,601 shares; 2024Q4: 62,248 shares; 2025Q1: 60,538 shares; 2025Q2: 60,594 shares; 2025Q3: 60,551 shares; 2025Q4: 60,392 shares 60,392 $2.17M <0.01% -159 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,809 shares; 2024Q4: 28,563 shares; 2025Q1: 26,806 shares; 2025Q2: 55,006 shares; 2025Q3: 47,165 shares; 2025Q4: 47,333 shares 47,333 $2.14M <0.01% +168 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,901 shares; 2024Q4: 53,784 shares; 2025Q1: 53,470 shares; 2025Q2: 44,314 shares; 2025Q3: 42,112 shares; 2025Q4: 39,076 shares 39,076 $2.14M <0.01% -3,036 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 6,307 shares; 2025Q1: 5,042 shares; 2025Q2: 49,004 shares; 2025Q3: 46,996 shares; 2025Q4: 44,883 shares 44,883 $2.11M <0.01% -2,113 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,432 shares; 2024Q4: 13,427 shares; 2025Q1: 10,404 shares; 2025Q2: 9,985 shares; 2025Q3: 12,156 shares; 2025Q4: 19,007 shares 19,007 $2.09M <0.01% +6,851 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 65,710 shares; 2025Q1: 20,235 shares; 2025Q2: 8,605 shares; 2025Q3: 6,724 shares; 2025Q4: 25,209 shares 25,209 $2.09M <0.01% +18,485 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,769 shares; 2024Q4: 13,374 shares; 2025Q1: 13,970 shares; 2025Q2: 11,263 shares; 2025Q3: 12,999 shares; 2025Q4: 12,235 shares 12,235 $2.09M <0.01% -764 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,179 shares; 2024Q4: 21,560 shares; 2025Q1: 16,338 shares; 2025Q2: 10,673 shares; 2025Q3: 11,431 shares; 2025Q4: 9,963 shares 9,963 $2.08M <0.01% -1,468 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,532 shares; 2024Q4: 11,119 shares; 2025Q1: 9,667 shares; 2025Q2: 9,296 shares; 2025Q3: 9,675 shares; 2025Q4: 11,252 shares 11,252 $2.06M <0.01% +1,577 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,707 shares; 2024Q4: 62,539 shares; 2025Q1: 60,905 shares; 2025Q2: 32,578 shares; 2025Q3: 33,313 shares; 2025Q4: 27,805 shares 27,805 $1.99M <0.01% -5,508 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,433 shares; 2024Q4: 45,690 shares; 2025Q1: 39,599 shares; 2025Q2: 38,294 shares; 2025Q3: 40,632 shares; 2025Q4: 37,669 shares 37,669 $1.97M <0.01% -2,963 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,231 shares; 2024Q4: 44,573 shares; 2025Q1: 58,350 shares; 2025Q2: 58,608 shares; 2025Q3: 64,339 shares; 2025Q4: 96,560 shares 96,560 $1.92M <0.01% +32,221 Timeline VGK 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 21,579 shares; 2025Q1: 21,582 shares; 2025Q2: 21,776 shares; 2025Q3: 21,998 shares; 2025Q4: 22,819 shares 22,819 $1.91M <0.01% +821 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,623 shares; 2024Q4: 14,545 shares; 2025Q1: 11,416 shares; 2025Q2: 12,598 shares; 2025Q3: 14,106 shares; 2025Q4: 13,154 shares 13,154 $1.89M <0.01% -952 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,972 shares; 2025Q4: 45,992 shares 45,992 $1.88M <0.01% +20 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 13,101 shares; 2025Q1: 11,812 shares; 2025Q2: 11,818 shares; 2025Q3: 11,565 shares; 2025Q4: 10,559 shares 10,559 $1.87M <0.01% -1,006 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,774 shares; 2025Q3: 31,578 shares; 2025Q4: 27,216 shares 27,216 $1.86M <0.01% -4,362 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,716 shares; 2024Q4: 9,447 shares; 2025Q1: 9,402 shares; 2025Q2: 10,570 shares; 2025Q3: 11,720 shares; 2025Q4: 12,156 shares 12,156 $1.85M <0.01% +436 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,444 shares; 2025Q2: 4,466 shares; 2025Q3: 5,212 shares; 2025Q4: 4,303 shares 4,303 $1.78M <0.01% -909 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,202 shares; 2024Q4: 15,013 shares; 2025Q1: 13,978 shares; 2025Q2: 14,793 shares; 2025Q3: 17,282 shares; 2025Q4: 19,015 shares 19,015 $1.77M <0.01% +1,733 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,742 shares; 2025Q2: 19,429 shares; 2025Q3: 17,309 shares; 2025Q4: 16,501 shares 16,501 $1.72M <0.01% -808 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,619 shares; 2025Q2: 1,870 shares; 2025Q3: 1,900 shares; 2025Q4: 1,941 shares 1,941 $1.71M <0.01% +41 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,294 shares; 2024Q4: 24,064 shares; 2025Q1: 23,517 shares; 2025Q2: 23,200 shares; 2025Q3: 24,604 shares; 2025Q4: 24,423 shares 24,423 $1.7M <0.01% -181 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,523 shares; 2025Q3: 5,497 shares; 2025Q4: 6,989 shares 6,989 $1.69M <0.01% +1,492 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,334 shares; 2025Q4: 42,103 shares 42,103 $1.69M <0.01% -231 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 3,835 shares; 2025Q1: 2,398 shares; 2025Q2: 4,536 shares; 2025Q3: 4,314 shares; 2025Q4: 5,051 shares 5,051 $1.67M <0.01% +737 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,599 shares; 2024Q4: 39,573 shares; 2025Q1: 37,758 shares; 2025Q2: 37,342 shares; 2025Q3: 36,721 shares; 2025Q4: 36,315 shares 36,315 $1.65M <0.01% -406 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,276 shares; 2025Q4: 22,635 shares 22,635 $1.64M <0.01% -641 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,970 shares; 2024Q4: 60,560 shares; 2025Q1: 93,597 shares; 2025Q2: 94,472 shares; 2025Q3: 70,804 shares; 2025Q4: 72,793 shares 72,793 $1.63M <0.01% +1,989 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,929 shares; 2024Q4: 22,097 shares; 2025Q1: 21,511 shares; 2025Q2: 24,113 shares; 2025Q3: 24,871 shares; 2025Q4: 23,429 shares 23,429 $1.63M <0.01% -1,442 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: 1,397 shares; 2025Q2: 1,401 shares; 2025Q3: 1,991 shares; 2025Q4: 2,455 shares 2,455 $1.6M <0.01% +464 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,674 shares; 2025Q3: 28,047 shares; 2025Q4: 31,573 shares 31,573 $1.6M <0.01% +3,526 Timeline BBSC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,600 shares; 2025Q2: 19,657 shares; 2025Q3: 21,577 shares; 2025Q4: 21,448 shares 21,448 $1.59M <0.01% -129 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,231 shares; 2024Q4: 45,496 shares; 2025Q1: 39,784 shares; 2025Q2: 39,784 shares; 2025Q3: 39,815 shares; 2025Q4: 39,934 shares 39,934 $1.58M <0.01% +119 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,850 shares; 2024Q4: 46,295 shares; 2025Q1: 35,033 shares; 2025Q2: 18,739 shares; 2025Q3: 15,679 shares; 2025Q4: 15,337 shares 15,337 $1.56M <0.01% -342 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,709 shares; 2024Q4: 15,112 shares; 2025Q1: 13,265 shares; 2025Q2: 13,779 shares; 2025Q3: 13,091 shares; 2025Q4: 13,585 shares 13,585 $1.54M <0.01% +494 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,382 shares; 2024Q4: 44,294 shares; 2025Q1: 32,608 shares; 2025Q2: 44,232 shares; 2025Q3: 58,852 shares; 2025Q4: 59,215 shares 59,215 $1.52M <0.01% +363 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,215 shares; 2025Q3: 10,215 shares; 2025Q4: 9,116 shares 9,116 $1.46M <0.01% -1,099 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,098 shares; 2025Q1: 10,980 shares; 2025Q2: 16,031 shares; 2025Q3: 16,211 shares; 2025Q4: 17,780 shares 17,780 $1.44M <0.01% +1,569 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,347 shares; 2025Q3: 104,814 shares; 2025Q4: 105,033 shares 105,033 $1.44M <0.01% +219 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,442 shares; 2025Q1: 5,438 shares; 2025Q2: 5,439 shares; 2025Q3: 9,347 shares; 2025Q4: 10,089 shares 10,089 $1.43M <0.01% +742 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,204 shares; 2025Q1: 2,538 shares; 2025Q2: 5,366 shares; 2025Q3: 5,516 shares; 2025Q4: 4,937 shares 4,937 $1.42M <0.01% -579 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,659 shares; 2024Q4: 16,057 shares; 2025Q1: 15,408 shares; 2025Q2: 19,070 shares; 2025Q3: 19,754 shares; 2025Q4: 19,048 shares 19,048 $1.4M <0.01% -706 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 5,256 shares; 2025Q1: 4,848 shares; 2025Q2: 5,267 shares; 2025Q3: 5,051 shares; 2025Q4: 5,200 shares 5,200 $1.38M <0.01% +149 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 5,902 shares; 2025Q1: 5,652 shares; 2025Q2: 9,300 shares; 2025Q3: 8,907 shares; 2025Q4: 8,856 shares 8,856 $1.37M <0.01% -51 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 7,209 shares; 2025Q1: 5,078 shares; 2025Q2: 4,344 shares; 2025Q3: 4,609 shares; 2025Q4: 4,181 shares 4,181 $1.37M <0.01% -428 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,440 shares; 2025Q1: 3,017 shares; 2025Q2: 4,382 shares; 2025Q3: 4,477 shares; 2025Q4: 6,995 shares 6,995 $1.36M <0.01% +2,518 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,503 shares; 2024Q4: 16,733 shares; 2025Q1: 16,703 shares; 2025Q2: 18,828 shares; 2025Q3: 17,681 shares; 2025Q4: 17,892 shares 17,892 $1.34M <0.01% +211 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 3,771 shares 3,771 $1.33M <0.01% +2,384 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 686 shares; 2025Q1: 865 shares; 2025Q2: 3,761 shares; 2025Q3: 3,807 shares; 2025Q4: 3,755 shares 3,755 $1.32M <0.01% -52 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,249 shares; 2024Q4: 25,258 shares; 2025Q1: 25,296 shares; 2025Q2: 25,296 shares; 2025Q3: 25,335 shares; 2025Q4: 25,335 shares 25,335 $1.31M <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,101 shares; 2025Q1: 8,896 shares; 2025Q2: 7,156 shares; 2025Q3: 7,610 shares; 2025Q4: 24,430 shares 24,430 $1.3M <0.01% +16,820 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 12,375 shares; 2025Q1: 13,546 shares; 2025Q2: 15,311 shares; 2025Q3: 14,089 shares; 2025Q4: 15,876 shares 15,876 $1.27M <0.01% +1,787 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,438 shares; 2024Q4: 83,682 shares; 2025Q1: 81,397 shares; 2025Q2: 85,493 shares; 2025Q3: 85,469 shares; 2025Q4: 97,411 shares 97,411 $1.26M <0.01% +11,942 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,147 shares; 2024Q4: 10,502 shares; 2025Q1: 10,601 shares; 2025Q2: 16,419 shares; 2025Q3: 16,884 shares; 2025Q4: 28,103 shares 28,103 $1.26M <0.01% +11,219 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,821 shares; 2025Q1: 5,760 shares; 2025Q2: 7,075 shares; 2025Q3: 7,115 shares; 2025Q4: 7,147 shares 7,147 $1.25M <0.01% +32 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 12,465 shares; 2025Q1: 12,465 shares; 2025Q2: 24,738 shares; 2025Q3: 24,801 shares; 2025Q4: 26,783 shares 26,783 $1.25M <0.01% +1,982 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,163 shares; 2024Q4: 6,574 shares; 2025Q1: 6,878 shares; 2025Q2: 10,052 shares; 2025Q3: 9,718 shares; 2025Q4: 9,354 shares 9,354 $1.25M <0.01% -364 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 732 shares; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: 3,189 shares; 2025Q4: 2,808 shares 2,808 $1.25M <0.01% -381 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,463 shares; 2025Q1: 2,391 shares; 2025Q2: 2,929 shares; 2025Q3: 2,918 shares; 2025Q4: 2,535 shares 2,535 $1.23M <0.01% -383 Timeline JPSE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,460 shares; 2025Q3: 24,686 shares; 2025Q4: 24,343 shares 24,343 $1.22M <0.01% -343 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,634 shares; 2024Q4: 11,647 shares; 2025Q1: 8,775 shares; 2025Q2: 9,481 shares; 2025Q3: 9,363 shares; 2025Q4: 7,118 shares 7,118 $1.22M <0.01% -2,245 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,589 shares; 2024Q4: 30,987 shares; 2025Q1: 23,591 shares; 2025Q2: 13,613 shares; 2025Q3: 12,839 shares; 2025Q4: 12,635 shares 12,635 $1.19M <0.01% -204 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,080 shares; 2024Q4: 19,851 shares; 2025Q1: 15,999 shares; 2025Q2: 13,651 shares; 2025Q3: 14,368 shares; 2025Q4: 14,062 shares 14,062 $1.18M <0.01% -306 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,024 shares; 2025Q1: 25,344 shares; 2025Q2: 30,750 shares; 2025Q3: 31,066 shares; 2025Q4: 32,086 shares 32,086 $1.18M <0.01% +1,020 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,329 shares; 2024Q4: 27,098 shares; 2025Q1: 40,293 shares; 2025Q2: 39,849 shares; 2025Q3: 39,861 shares; 2025Q4: 56,554 shares 56,554 $1.16M <0.01% +16,693 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,967 shares; 2025Q4: 44,197 shares 44,197 $1.13M <0.01% +30,230 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,145 shares; 2025Q1: 2,007 shares; 2025Q2: 4,974 shares; 2025Q3: 6,457 shares; 2025Q4: 5,245 shares 5,245 $1.12M <0.01% -1,212 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,701 shares; 2025Q1: 15,387 shares; 2025Q2: 5,293 shares; 2025Q3: 6,108 shares; 2025Q4: 14,373 shares 14,373 $1.12M <0.01% +8,265 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: 15,948 shares; 2025Q3: 13,785 shares; 2025Q4: 14,336 shares 14,336 $1.11M <0.01% +551 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 2,884 shares; 2025Q1: 1,527 shares; 2025Q2: 2,097 shares; 2025Q3: 2,175 shares; 2025Q4: 1,935 shares 1,935 $1.11M <0.01% -240 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,308 shares; 2025Q1: 8,573 shares; 2025Q2: 9,111 shares; 2025Q3: 9,022 shares; 2025Q4: 9,680 shares 9,680 $1.1M <0.01% +658 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,183 shares; 2024Q4: 16,500 shares; 2025Q1: 17,352 shares; 2025Q2: 24,225 shares; 2025Q3: 26,537 shares; 2025Q4: 25,135 shares 25,135 $1.1M <0.01% -1,402 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,996 shares; 2024Q4: 10,654 shares; 2025Q1: 6,959 shares; 2025Q2: 22,464 shares; 2025Q3: 22,643 shares; 2025Q4: 19,926 shares 19,926 $1.09M <0.01% -2,717 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,239 shares; 2024Q4: 11,424 shares; 2025Q1: 13,963 shares; 2025Q2: 14,098 shares; 2025Q3: 15,558 shares; 2025Q4: 14,949 shares 14,949 $1.09M <0.01% -609 Timeline VT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 9,581 shares; 2025Q1: 11,506 shares; 2025Q2: 6,495 shares; 2025Q3: 7,210 shares; 2025Q4: 7,652 shares 7,652 $1.08M <0.01% +442 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,823 shares; 2025Q3: 11,823 shares; 2025Q4: 10,863 shares 10,863 $1.06M <0.01% -960 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,472 shares; 2024Q4: 36,559 shares; 2025Q1: 23,683 shares; 2025Q2: 31,236 shares; 2025Q3: 40,583 shares; 2025Q4: 41,867 shares 41,867 $1.06M <0.01% +1,284 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 5,430 shares; 2025Q1: 5,844 shares; 2025Q2: 7,491 shares; 2025Q3: 7,540 shares; 2025Q4: 7,518 shares 7,518 $1.06M <0.01% -22 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,939 shares; 2025Q1: 1,821 shares; 2025Q2: not reported; 2025Q3: 3,499 shares; 2025Q4: 5,313 shares 5,313 $1.06M <0.01% +1,814 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,104 shares; 2025Q1: 1,404 shares; 2025Q2: 2,683 shares; 2025Q3: 2,771 shares; 2025Q4: 3,466 shares 3,466 $1.05M <0.01% +695 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,502 shares; 2025Q1: 6,469 shares; 2025Q2: 8,936 shares; 2025Q3: 8,978 shares; 2025Q4: 8,906 shares 8,906 $1.05M <0.01% -72 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,534 shares; 2025Q3: 7,925 shares; 2025Q4: 7,938 shares 7,938 $1.01M <0.01% +13 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 2,559 shares; 2025Q1: 2,518 shares; 2025Q2: 2,657 shares; 2025Q3: 2,682 shares; 2025Q4: 2,887 shares 2,887 $1.01M <0.01% +205 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 4,381 shares; 2025Q1: 4,573 shares; 2025Q2: 4,623 shares; 2025Q3: 4,702 shares; 2025Q4: 4,323 shares 4,323 $1000K <0.01% -379 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,059 shares; 2024Q4: 42,639 shares; 2025Q1: 39,515 shares; 2025Q2: 42,214 shares; 2025Q3: 45,777 shares; 2025Q4: 24,478 shares 24,478 $997K <0.01% -21,299 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,092 shares; 2025Q1: 4,401 shares; 2025Q2: 3,912 shares; 2025Q3: 3,927 shares; 2025Q4: 3,921 shares 3,921 $981K <0.01% -6 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,587 shares; 2024Q4: 8,949 shares; 2025Q1: 8,814 shares; 2025Q2: 10,196 shares; 2025Q3: 10,270 shares; 2025Q4: 21,037 shares 21,037 $954K <0.01% +10,767 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,826 shares; 2025Q4: 16,016 shares 16,016 $953K <0.01% +6,190 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,810 shares; 2024Q4: 41,673 shares; 2025Q1: 47,957 shares; 2025Q2: 43,578 shares; 2025Q3: 35,440 shares; 2025Q4: 48,819 shares 48,819 $953K <0.01% +13,379 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 10,320 shares; 2025Q1: 6,537 shares; 2025Q2: 12,501 shares; 2025Q3: 13,053 shares; 2025Q4: 13,166 shares 13,166 $920K <0.01% +113 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,640 shares; 2025Q1: 3,682 shares; 2025Q2: 6,701 shares; 2025Q3: 6,692 shares; 2025Q4: 6,674 shares 6,674 $920K <0.01% -18 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,162 shares 18,162 $905K <0.01% new Timeline SHYM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,397 shares; 2025Q4: 40,535 shares 40,535 $901K <0.01% +18,138 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,088 shares; 2025Q3: 3,066 shares; 2025Q4: 3,012 shares 3,012 $899K <0.01% -54 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,807 shares; 2024Q4: 7,558 shares; 2025Q1: 7,332 shares; 2025Q2: 9,658 shares; 2025Q3: 9,783 shares; 2025Q4: 8,460 shares 8,460 $890K <0.01% -1,323 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 7,061 shares; 2025Q1: 6,687 shares; 2025Q2: 6,777 shares; 2025Q3: 6,762 shares; 2025Q4: 6,687 shares 6,687 $885K <0.01% -75 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: 3,715 shares 3,715 $877K <0.01% +44 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,903 shares; 2024Q4: 36,807 shares; 2025Q1: 39,565 shares; 2025Q2: 34,802 shares; 2025Q3: 32,483 shares; 2025Q4: 30,913 shares 30,913 $866K <0.01% -1,570 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,471 shares; 2025Q3: 4,324 shares; 2025Q4: 4,321 shares 4,321 $863K <0.01% -3 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 2,705 shares; 2025Q1: 2,341 shares; 2025Q2: 5,423 shares; 2025Q3: 5,655 shares; 2025Q4: 5,525 shares 5,525 $855K <0.01% -130 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 6,377 shares; 2025Q1: 3,889 shares; 2025Q2: 3,652 shares; 2025Q3: 4,946 shares; 2025Q4: 5,288 shares 5,288 $847K <0.01% +342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: not reported; 2025Q2: 3,441 shares; 2025Q3: 3,554 shares; 2025Q4: 7,047 shares 7,047 $841K <0.01% +3,493 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 5,342 shares; 2025Q1: 19,419 shares; 2025Q2: 12,704 shares; 2025Q3: 11,404 shares; 2025Q4: 11,845 shares 11,845 $833K <0.01% +441 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 3,097 shares; 2025Q1: 2,138 shares; 2025Q2: 2,449 shares; 2025Q3: 2,589 shares; 2025Q4: 2,607 shares 2,607 $830K <0.01% +18 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 1,594 shares; 2025Q1: 1,619 shares; 2025Q2: 1,934 shares; 2025Q3: 2,013 shares; 2025Q4: 1,759 shares 1,759 $819K <0.01% -254 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 737 shares; 2025Q1: 772 shares; 2025Q2: 1,874 shares; 2025Q3: 2,047 shares; 2025Q4: 2,210 shares 2,210 $818K <0.01% +163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 4,146 shares; 2025Q1: 4,001 shares; 2025Q2: 4,120 shares; 2025Q3: 3,821 shares; 2025Q4: 3,376 shares 3,376 $814K <0.01% -445 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 2,963 shares; 2025Q4: 2,938 shares 2,938 $809K <0.01% -25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,770 shares; 2024Q4: 63,448 shares; 2025Q1: 63,499 shares; 2025Q2: 62,733 shares; 2025Q3: 59,247 shares; 2025Q4: 50,176 shares 50,176 $807K <0.01% -9,071 Timeline FNOV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,261 shares; 2025Q3: 15,849 shares; 2025Q4: 14,658 shares 14,658 $804K <0.01% -1,191 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,898 shares; 2025Q3: 10,773 shares; 2025Q4: 10,077 shares 10,077 $783K <0.01% -696 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: 7,994 shares; 2025Q1: 8,024 shares; 2025Q2: 6,563 shares; 2025Q3: 6,183 shares; 2025Q4: 6,224 shares 6,224 $758K <0.01% +41 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,107 shares; 2024Q4: 16,458 shares; 2025Q1: 16,083 shares; 2025Q2: 16,083 shares; 2025Q3: 16,083 shares; 2025Q4: 16,083 shares 16,083 $751K <0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,649 shares; 2025Q3: 22,668 shares; 2025Q4: 22,668 shares 22,668 $747K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,128 shares; 2024Q4: 25,546 shares; 2025Q1: 28,094 shares; 2025Q2: 34,653 shares; 2025Q3: 29,482 shares; 2025Q4: 29,979 shares 29,979 $745K <0.01% +497 Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,947 shares; 2025Q3: 12,176 shares; 2025Q4: 11,190 shares 11,190 $740K <0.01% -986 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 1,943 shares; 2025Q1: 1,183 shares; 2025Q2: 1,798 shares; 2025Q3: 2,111 shares; 2025Q4: 2,419 shares 2,419 $739K <0.01% +308 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,988 shares; 2024Q4: 19,933 shares; 2025Q1: 14,446 shares; 2025Q2: 14,781 shares; 2025Q3: 20,139 shares; 2025Q4: 18,862 shares 18,862 $739K <0.01% -1,277 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,481 shares; 2024Q4: 27,658 shares; 2025Q1: 18,590 shares; 2025Q2: 6,539 shares; 2025Q3: 5,609 shares; 2025Q4: 5,561 shares 5,561 $738K <0.01% -48 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,622 shares; 2025Q3: 2,678 shares; 2025Q4: 2,873 shares 2,873 $738K <0.01% +195 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,488 shares; 2025Q1: 1,481 shares; 2025Q2: not reported; 2025Q3: 2,218 shares; 2025Q4: 2,145 shares 2,145 $736K <0.01% -73 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,579 shares; 2025Q3: 6,908 shares; 2025Q4: 6,692 shares 6,692 $729K <0.01% -216 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,556 shares; 2025Q1: 12,044 shares; 2025Q2: 12,092 shares; 2025Q3: 14,693 shares; 2025Q4: 14,751 shares 14,751 $711K <0.01% +58 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,085 shares; 2024Q4: 8,789 shares; 2025Q1: 8,622 shares; 2025Q2: 8,783 shares; 2025Q3: 9,441 shares; 2025Q4: 9,964 shares 9,964 $710K <0.01% +523 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,889 shares; 2025Q3: 8,199 shares; 2025Q4: 8,116 shares 8,116 $707K <0.01% -83 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,698 shares; 2025Q3: 2,736 shares; 2025Q4: 2,543 shares 2,543 $704K <0.01% -193 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 3,031 shares; 2025Q1: 3,159 shares; 2025Q2: 2,263 shares; 2025Q3: 2,259 shares; 2025Q4: 2,399 shares 2,399 $696K <0.01% +140 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,164 shares; 2025Q1: 6,833 shares; 2025Q2: 6,713 shares; 2025Q3: 6,836 shares; 2025Q4: 8,758 shares 8,758 $695K <0.01% +1,922 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,732 shares; 2025Q3: 3,599 shares; 2025Q4: 3,579 shares 3,579 $693K <0.01% -20 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,822 shares; 2024Q4: 8,655 shares; 2025Q1: 8,315 shares; 2025Q2: 8,348 shares; 2025Q3: 7,896 shares; 2025Q4: 8,233 shares 8,233 $675K <0.01% +337 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,072 shares; 2025Q2: 6,936 shares; 2025Q3: 7,118 shares; 2025Q4: 7,151 shares 7,151 $669K <0.01% +33 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,729 shares; 2025Q1: 1,609 shares; 2025Q2: 1,885 shares; 2025Q3: 3,291 shares; 2025Q4: 1,378 shares 1,378 $662K <0.01% -1,913 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,842 shares; 2025Q3: 6,934 shares; 2025Q4: 6,819 shares 6,819 $643K <0.01% -115 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,628 shares; 2024Q4: 13,045 shares; 2025Q1: 13,127 shares; 2025Q2: 16,116 shares; 2025Q3: 16,087 shares; 2025Q4: 14,497 shares 14,497 $631K <0.01% -1,590 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272,686 shares; 2025Q3: 95,753 shares; 2025Q4: 97,483 shares 97,483 $630K <0.01% +1,730 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,506 shares; 2024Q4: 10,580 shares; 2025Q1: 10,602 shares; 2025Q2: 12,667 shares; 2025Q3: 13,688 shares; 2025Q4: 13,792 shares 13,792 $627K <0.01% +104 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,372 shares; 2025Q1: 2,645 shares; 2025Q2: 4,875 shares; 2025Q3: 4,832 shares; 2025Q4: 4,943 shares 4,943 $622K <0.01% +111 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,945 shares; 2025Q1: 2,527 shares; 2025Q2: 5,229 shares; 2025Q3: 4,320 shares; 2025Q4: 3,971 shares 3,971 $610K <0.01% -349 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,405 shares; 2024Q4: 16,801 shares; 2025Q1: 23,546 shares; 2025Q2: 24,206 shares; 2025Q3: 24,220 shares; 2025Q4: 25,967 shares 25,967 $599K <0.01% +1,747 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,166 shares; 2025Q4: 2,205 shares 2,205 $598K <0.01% +39 Timeline VSDM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,893 shares; 2025Q3: 5,473 shares; 2025Q4: 7,822 shares 7,822 $598K <0.01% +2,349 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 9,745 shares; 2025Q1: 9,664 shares; 2025Q2: 7,329 shares; 2025Q3: 7,247 shares; 2025Q4: 7,247 shares 7,247 $598K <0.01% 0 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,031 shares; 2025Q3: 12,046 shares; 2025Q4: 13,658 shares 13,658 $595K <0.01% +1,612 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,704 shares; 2025Q1: 2,205 shares; 2025Q2: 4,925 shares; 2025Q3: 5,054 shares; 2025Q4: 3,524 shares 3,524 $592K <0.01% -1,530 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: 8,312 shares; 2025Q1: 8,312 shares; 2025Q2: 10,115 shares; 2025Q3: 10,374 shares; 2025Q4: 10,533 shares 10,533 $588K <0.01% +159 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,478 shares; 2025Q1: 2,295 shares; 2025Q2: 3,174 shares; 2025Q3: 2,978 shares; 2025Q4: 2,132 shares 2,132 $572K <0.01% -846 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,248 shares; 2025Q1: 4,174 shares; 2025Q2: 4,206 shares; 2025Q3: 4,215 shares; 2025Q4: 4,370 shares 4,370 $570K <0.01% +155 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,634 shares; 2025Q1: 2,579 shares; 2025Q2: 5,193 shares; 2025Q3: 3,549 shares; 2025Q4: 3,950 shares 3,950 $567K <0.01% +401 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,629 shares; 2025Q1: 4,126 shares; 2025Q2: 4,314 shares; 2025Q3: 4,487 shares; 2025Q4: 4,807 shares 4,807 $561K <0.01% +320 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,204 shares; 2024Q4: 24,113 shares; 2025Q1: 24,137 shares; 2025Q2: 23,593 shares; 2025Q3: 23,453 shares; 2025Q4: 22,988 shares 22,988 $560K <0.01% -465 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,085 shares; 2025Q2: 12,093 shares; 2025Q3: 12,489 shares; 2025Q4: 11,275 shares 11,275 $559K <0.01% -1,214 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,909 shares; 2025Q1: 5,788 shares; 2025Q2: 4,535 shares; 2025Q3: 3,429 shares; 2025Q4: 3,483 shares 3,483 $551K <0.01% +54 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,964 shares; 2025Q3: 14,852 shares; 2025Q4: 15,615 shares 15,615 $549K <0.01% +763 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,462 shares; 2024Q4: 15,687 shares; 2025Q1: 15,681 shares; 2025Q2: 16,188 shares; 2025Q3: 16,202 shares; 2025Q4: 22,358 shares 22,358 $549K <0.01% +6,156 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,649 shares; 2025Q1: 2,146 shares; 2025Q2: 5,506 shares; 2025Q3: 5,223 shares; 2025Q4: 4,899 shares 4,899 $544K <0.01% -324 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,802 shares; 2025Q1: 7,862 shares; 2025Q2: 8,063 shares; 2025Q3: 8,456 shares; 2025Q4: 8,388 shares 8,388 $534K <0.01% -68 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,987 shares; 2025Q3: 4,314 shares; 2025Q4: 4,362 shares 4,362 $531K <0.01% +48 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,862 shares; 2025Q3: 20,862 shares; 2025Q4: 20,862 shares 20,862 $528K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,330 shares 1,330 $524K <0.01% -13 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,617 shares; 2025Q1: 1,571 shares; 2025Q2: 1,613 shares; 2025Q3: 1,724 shares; 2025Q4: 1,554 shares 1,554 $523K <0.01% -170 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,156 shares; 2025Q1: 2,443 shares; 2025Q2: 2,799 shares; 2025Q3: 2,480 shares; 2025Q4: 2,726 shares 2,726 $522K <0.01% +246 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,667 shares; 2025Q1: 3,368 shares; 2025Q2: 3,451 shares; 2025Q3: 3,527 shares; 2025Q4: 3,372 shares 3,372 $510K <0.01% -155 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,421 shares; 2025Q1: 1,869 shares; 2025Q2: 5,092 shares; 2025Q3: 5,512 shares; 2025Q4: 3,174 shares 3,174 $509K <0.01% -2,338 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,683 shares; 2025Q1: 3,508 shares; 2025Q2: 3,508 shares; 2025Q3: 3,508 shares; 2025Q4: 3,656 shares 3,656 $504K <0.01% +148 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,299 shares; 2024Q4: 13,107 shares; 2025Q1: 14,228 shares; 2025Q2: 12,531 shares; 2025Q3: 11,201 shares; 2025Q4: 10,997 shares 10,997 $500K <0.01% -204 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 3,372 shares; 2025Q4: 3,090 shares 3,090 $497K <0.01% -282 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,390 shares; 2025Q1: 4,336 shares; 2025Q2: 6,465 shares; 2025Q3: 6,461 shares; 2025Q4: 6,280 shares 6,280 $496K <0.01% -181 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,262 shares; 2025Q1: 4,262 shares; 2025Q2: 4,274 shares; 2025Q3: 4,297 shares; 2025Q4: 8,614 shares 8,614 $490K <0.01% +4,317 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,177 shares; 2024Q4: 11,808 shares; 2025Q1: 8,854 shares; 2025Q2: 8,972 shares; 2025Q3: 8,953 shares; 2025Q4: 8,225 shares 8,225 $489K <0.01% -728 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,016 shares; 2025Q1: 8,526 shares; 2025Q2: 8,055 shares; 2025Q3: 8,070 shares; 2025Q4: 8,018 shares 8,018 $482K <0.01% -52 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,097 shares; 2025Q3: 5,949 shares; 2025Q4: 5,668 shares 5,668 $480K <0.01% -281 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,186 shares; 2025Q3: 2,421 shares; 2025Q4: 2,074 shares 2,074 $472K <0.01% -347 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,998 shares; 2025Q3: 2,373 shares; 2025Q4: 2,711 shares 2,711 $470K <0.01% +338 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,297 shares; 2025Q4: 3,383 shares 3,383 $463K <0.01% +86 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,845 shares; 2024Q4: 18,188 shares; 2025Q1: 17,764 shares; 2025Q2: 17,363 shares; 2025Q3: 17,315 shares; 2025Q4: 17,398 shares 17,398 $460K <0.01% +83 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,356 shares; 2025Q3: 1,826 shares; 2025Q4: 1,589 shares 1,589 $459K <0.01% -237 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,258 shares 2,258 $458K <0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,115 shares; 2025Q1: 2,443 shares; 2025Q2: 4,142 shares; 2025Q3: 4,292 shares; 2025Q4: 2,964 shares 2,964 $457K <0.01% -1,328 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,897 shares; 2025Q3: 9,326 shares; 2025Q4: 8,205 shares 8,205 $455K <0.01% -1,121 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,960 shares; 2025Q4: 6,127 shares 6,127 $453K <0.01% +1,167 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,329 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares 3,507 $452K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,022 shares; 2024Q4: 9,087 shares; 2025Q1: 8,018 shares; 2025Q2: 7,216 shares; 2025Q3: 7,517 shares; 2025Q4: 7,610 shares 7,610 $447K <0.01% +93 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,073 shares; 2024Q4: 16,174 shares; 2025Q1: 16,146 shares; 2025Q2: 8,285 shares; 2025Q3: 8,073 shares; 2025Q4: 8,073 shares 8,073 $441K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 853 shares; 2025Q2: 902 shares; 2025Q3: 916 shares; 2025Q4: 934 shares 934 $438K <0.01% +18 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,600 shares; 2024Q4: 46,600 shares; 2025Q1: 42,388 shares; 2025Q2: 42,388 shares; 2025Q3: 42,388 shares; 2025Q4: 42,388 shares 42,388 $423K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 3,812 shares; 2025Q4: 3,841 shares 3,841 $421K <0.01% +29 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,994 shares; 2025Q3: 2,693 shares; 2025Q4: 2,437 shares 2,437 $417K <0.01% -256 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,945 shares; 2024Q4: 57,354 shares; 2025Q1: 52,344 shares; 2025Q2: 45,454 shares; 2025Q3: 53,446 shares; 2025Q4: 31,770 shares 31,770 $417K <0.01% -21,676 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 3,047 shares; 2025Q2: 2,941 shares; 2025Q3: 2,977 shares; 2025Q4: 3,061 shares 3,061 $414K <0.01% +84 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,583 shares; 2025Q1: 3,392 shares; 2025Q2: 3,045 shares; 2025Q3: 2,702 shares; 2025Q4: 3,143 shares 3,143 $412K <0.01% +441 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares 7,850 $409K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,401 shares; 2025Q1: 1,983 shares; 2025Q2: 2,789 shares; 2025Q3: 3,147 shares; 2025Q4: 3,321 shares 3,321 $408K <0.01% +174 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,014 shares 22,014 $406K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,483 shares; 2025Q1: 11,804 shares; 2025Q2: 15,569 shares; 2025Q3: 20,154 shares; 2025Q4: 16,205 shares 16,205 $404K <0.01% -3,949 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 424 shares; 2025Q4: 431 shares 431 $402K <0.01% +7 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 2,018 shares; 2025Q4: 1,903 shares 1,903 $402K <0.01% -115 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 19,918 shares; 2025Q1: 12,609 shares; 2025Q2: 17,741 shares; 2025Q3: 19,139 shares; 2025Q4: 14,722 shares 14,722 $401K <0.01% -4,417 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: 3,185 shares; 2025Q3: 3,185 shares; 2025Q4: 3,803 shares 3,803 $394K <0.01% +618 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,085 shares; 2025Q3: 5,102 shares; 2025Q4: 5,102 shares 5,102 $391K <0.01% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,642 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares 2,908 $391K <0.01% 0 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,712 shares; 2025Q4: 14,936 shares 14,936 $389K <0.01% +4,224 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 4,164 shares; 2025Q1: 4,115 shares; 2025Q2: 3,698 shares; 2025Q3: 4,070 shares; 2025Q4: 4,110 shares 4,110 $387K <0.01% +40 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,598 shares; 2025Q1: 8,526 shares; 2025Q2: 8,602 shares; 2025Q3: 8,663 shares; 2025Q4: 12,474 shares 12,474 $386K <0.01% +3,811 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,602 shares; 2024Q4: 12,286 shares; 2025Q1: 14,014 shares; 2025Q2: 13,497 shares; 2025Q3: 15,529 shares; 2025Q4: 14,879 shares 14,879 $383K <0.01% -650 Timeline FDNI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,527 shares; 2025Q1: 11,527 shares; 2025Q2: 11,293 shares; 2025Q3: 11,293 shares; 2025Q4: 11,293 shares 11,293 $383K <0.01% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,048 shares; 2025Q4: 15,059 shares 15,059 $383K <0.01% +1,011 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,419 shares; 2025Q3: 4,073 shares; 2025Q4: 4,618 shares 4,618 $377K <0.01% +545 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 3,302 shares; 2025Q4: 3,757 shares 3,757 $373K <0.01% +455 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,471 shares; 2025Q4: 8,518 shares 8,518 $371K <0.01% +4,047 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 601 shares; 2025Q4: 683 shares 683 $364K <0.01% +82 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,053 shares; 2025Q3: 4,115 shares; 2025Q4: 4,483 shares 4,483 $362K <0.01% +368 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 583 shares; 2025Q4: 407 shares 407 $358K <0.01% -176 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,154 shares; 2025Q4: 12,722 shares 12,722 $356K <0.01% +3,568 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,491 shares; 2025Q4: 1,423 shares 1,423 $350K <0.01% -68 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 8,993 shares; 2025Q1: 8,792 shares; 2025Q2: 4,396 shares; 2025Q3: 4,396 shares; 2025Q4: 4,396 shares 4,396 $350K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 562 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 550 shares; 2025Q4: 559 shares 559 $342K <0.01% +9 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 976 shares; 2025Q1: 876 shares; 2025Q2: 874 shares; 2025Q3: 872 shares; 2025Q4: 866 shares 866 $337K <0.01% -6 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 28,833 shares; 2025Q1: 28,833 shares; 2025Q2: 32,278 shares; 2025Q3: 28,833 shares; 2025Q4: 28,833 shares 28,833 $335K <0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,131 shares 17,131 $329K <0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,110 shares 3,110 $328K <0.01% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,331 shares; 2025Q3: 3,165 shares; 2025Q4: 3,165 shares 3,165 $326K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,137 shares; 2025Q1: 1,107 shares; 2025Q2: 1,246 shares; 2025Q3: 1,232 shares; 2025Q4: 1,414 shares 1,414 $324K <0.01% +182 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,090 shares; 2025Q1: 4,115 shares; 2025Q2: 4,142 shares; 2025Q3: 3,929 shares; 2025Q4: 3,929 shares 3,929 $323K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 2,725 shares; 2025Q1: 2,713 shares; 2025Q2: 1,818 shares; 2025Q3: 1,826 shares; 2025Q4: 1,771 shares 1,771 $321K <0.01% -55 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 6,031 shares; 2025Q1: 6,042 shares; 2025Q2: 2,759 shares; 2025Q3: 2,893 shares; 2025Q4: 2,912 shares 2,912 $319K <0.01% +19 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,775 shares; 2025Q3: 10,132 shares; 2025Q4: 5,526 shares 5,526 $319K <0.01% -4,606 Timeline UCON 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 13,151 shares; 2025Q1: 13,161 shares; 2025Q2: 13,291 shares; 2025Q3: 43,688 shares; 2025Q4: 12,617 shares 12,617 $318K <0.01% -31,071 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,998 shares; 2025Q1: 2,787 shares; 2025Q2: 2,757 shares; 2025Q3: 2,455 shares; 2025Q4: 2,446 shares 2,446 $316K <0.01% -9 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,557 shares; 2025Q3: 7,832 shares; 2025Q4: 8,146 shares 8,146 $315K <0.01% +314 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,878 shares; 2025Q2: 2,513 shares; 2025Q3: 2,835 shares; 2025Q4: 2,736 shares 2,736 $315K <0.01% -99 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,205 shares; 2025Q2: 10,370 shares; 2025Q3: 10,644 shares; 2025Q4: 10,644 shares 10,644 $315K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,665 shares; 2025Q1: 2,407 shares; 2025Q2: 3,314 shares; 2025Q3: 3,509 shares; 2025Q4: 3,173 shares 3,173 $315K <0.01% -336 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,626 shares 1,626 $315K <0.01% new Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 5,059 shares; 2025Q4: 5,049 shares 5,049 $313K <0.01% -10 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,214 shares; 2025Q3: 2,240 shares; 2025Q4: 2,427 shares 2,427 $310K <0.01% +187 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,343 shares; 2024Q4: 7,107 shares; 2025Q1: 6,987 shares; 2025Q2: 7,016 shares; 2025Q3: 7,016 shares; 2025Q4: 6,490 shares 6,490 $308K <0.01% -526 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,401 shares; 2025Q1: 3,372 shares; 2025Q2: 3,624 shares; 2025Q3: 3,635 shares; 2025Q4: 7,171 shares 7,171 $306K <0.01% +3,536 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,513 shares; 2025Q4: 3,408 shares 3,408 $297K <0.01% -2,105 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 628 shares; 2025Q4: 653 shares 653 $296K <0.01% +25 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,385 shares; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 5,816 shares; 2025Q4: 4,142 shares 4,142 $296K <0.01% -1,674 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 2,307 shares; 2025Q4: 2,290 shares 2,290 $296K <0.01% -17 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,803 shares 1,803 $295K <0.01% +20 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,491 shares; 2025Q1: 4,542 shares; 2025Q2: 4,703 shares; 2025Q3: 4,973 shares; 2025Q4: 5,538 shares 5,538 $293K <0.01% +565 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,780 shares 4,780 $291K <0.01% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 8,111 shares; 2025Q1: 7,536 shares; 2025Q2: 7,718 shares; 2025Q3: 7,718 shares; 2025Q4: 7,115 shares 7,115 $286K <0.01% -603 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 4,232 shares 4,232 $286K <0.01% -768 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 897 shares; 2025Q4: 914 shares 914 $284K <0.01% +17 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,264 shares 4,264 $279K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,363 shares; 2025Q4: 1,351 shares 1,351 $277K <0.01% -12 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 3,142 shares; 2025Q1: 1,681 shares; 2025Q2: 2,701 shares; 2025Q3: 2,672 shares; 2025Q4: 1,859 shares 1,859 $277K <0.01% -813 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,917 shares 3,917 $271K <0.01% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141,259 shares; 2025Q1: 22,331 shares; 2025Q2: 5,022 shares; 2025Q3: not reported; 2025Q4: 6,307 shares 6,307 $268K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 250 shares 250 $268K <0.01% +17 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857 shares; 2025Q3: 505 shares; 2025Q4: 468 shares 468 $265K <0.01% -37 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,084 shares; 2025Q3: 1,157 shares; 2025Q4: 1,087 shares 1,087 $264K <0.01% -70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,828 shares; 2025Q4: 3,058 shares 3,058 $262K <0.01% -770 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,449 shares; 2025Q3: 2,928 shares; 2025Q4: 2,728 shares 2,728 $262K <0.01% -200 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,332 shares; 2025Q2: 3,390 shares; 2025Q3: 3,490 shares; 2025Q4: 3,866 shares 3,866 $260K <0.01% +376 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,101 shares 5,101 $259K <0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,688 shares; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $256K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,277 shares 2,277 $255K <0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 699 shares; 2025Q3: 561 shares; 2025Q4: 375 shares 375 $254K <0.01% -186 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: not reported; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,744 shares 2,744 $252K <0.01% +219 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,877 shares; 2025Q4: 4,877 shares 4,877 $249K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,676 shares; 2025Q4: 2,586 shares 2,586 $249K <0.01% -90 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 603 shares; 2025Q3: 569 shares; 2025Q4: 559 shares 559 $248K <0.01% -10 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,265 shares 3,265 $248K <0.01% +53 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,956 shares; 2025Q3: 2,043 shares; 2025Q4: 1,954 shares 1,954 $246K <0.01% -89 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,125 shares 2,125 $244K <0.01% new Timeline