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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,716,303 shares; 2024Q4: 38,830,362 shares; 2025Q1: 40,316,550 shares; 2025Q2: 40,969,925 shares 40,969,925 $1.47B 3.18% +653,375 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841,926 shares; 2024Q4: 2,613,338 shares; 2025Q1: 2,682,264 shares; 2025Q2: 2,731,392 shares 2,731,392 $1.36B 2.94% +49,128 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751,908 shares; 2024Q4: 5,613,811 shares; 2025Q1: 5,699,371 shares; 2025Q2: 6,275,291 shares 6,275,291 $1.29B 2.79% +575,920 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354,646 shares; 2024Q4: 4,001,862 shares; 2025Q1: 4,109,074 shares; 2025Q2: 4,262,455 shares 4,262,455 $935M 2.03% +153,381 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321,840 shares; 2024Q4: 1,463,619 shares; 2025Q1: 1,430,680 shares; 2025Q2: 1,548,766 shares 1,548,766 $880M 1.91% +118,086 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593,665 shares; 2024Q4: 3,678,313 shares; 2025Q1: 3,788,275 shares; 2025Q2: 4,406,489 shares 4,406,489 $696M 1.51% +618,214 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,787 shares; 2024Q4: 874,804 shares; 2025Q1: 841,691 shares; 2025Q2: 1,118,972 shares 1,118,972 $692M 1.5% +277,281 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,223,851 shares; 2024Q4: 12,188,115 shares; 2025Q1: 12,985,015 shares; 2025Q2: 12,758,269 shares 12,758,269 $688M 1.49% -226,746 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509,936 shares; 2024Q4: 2,253,300 shares; 2025Q1: 2,232,074 shares; 2025Q2: 2,279,976 shares 2,279,976 $661M 1.43% +47,902 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169,128 shares; 2024Q4: 4,512,125 shares; 2025Q1: 4,674,812 shares; 2025Q2: 4,894,023 shares 4,894,023 $661M 1.43% +219,211 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,324,624 shares; 2024Q4: 2,612,433 shares; 2025Q1: 10,998,637 shares; 2025Q2: 18,002,845 shares 18,002,845 $640M 1.39% +7,004,208 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,106,232 shares; 2024Q4: 31,284,856 shares; 2025Q1: 30,817,473 shares; 2025Q2: 31,261,025 shares 31,261,025 $637M 1.38% +443,552 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626,040 shares; 2024Q4: 2,975,850 shares; 2025Q1: 3,009,731 shares; 2025Q2: 3,189,337 shares 3,189,337 $566M 1.23% +179,606 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,388,727 shares; 2024Q4: 14,469,845 shares; 2025Q1: 14,874,351 shares; 2025Q2: 13,365,832 shares 13,365,832 $565M 1.22% -1,508,519 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,269,247 shares; 2024Q4: 8,423,973 shares; 2025Q1: 8,381,976 shares; 2025Q2: 8,084,925 shares 8,084,925 $542M 1.17% -297,051 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743,408 shares; 2024Q4: 1,770,447 shares; 2025Q1: 5,687,232 shares; 2025Q2: 5,908,604 shares 5,908,604 $538M 1.17% +221,372 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,010,913 shares; 2024Q4: 7,842,067 shares; 2025Q1: 8,078,018 shares; 2025Q2: 8,459,588 shares 8,459,588 $506M 1.1% +381,570 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,252,710 shares; 2024Q4: 11,604,094 shares; 2025Q1: 12,243,964 shares; 2025Q2: 11,680,814 shares 11,680,814 $500M 1.08% -563,150 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,829,705 shares; 2024Q4: 6,109,849 shares; 2025Q1: 5,943,570 shares; 2025Q2: 6,417,776 shares 6,417,776 $496M 1.07% +474,206 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,403 shares; 2024Q4: 637,996 shares; 2025Q1: 649,627 shares; 2025Q2: 797,865 shares 797,865 $495M 1.07% +148,238 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342,575 shares; 2024Q4: 1,402,684 shares; 2025Q1: 1,122,829 shares; 2025Q2: 1,446,595 shares 1,446,595 $440M 0.95% +323,766 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,470 shares; 2024Q4: 498,268 shares; 2025Q1: 497,294 shares; 2025Q2: 581,491 shares 581,491 $429M 0.93% +84,197 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616,396 shares; 2024Q4: 4,343,382 shares; 2025Q1: 13,693,393 shares; 2025Q2: 12,915,171 shares 12,915,171 $425M 0.92% -778,222 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065,702 shares; 2024Q4: 1,308,865 shares; 2025Q1: 1,396,978 shares; 2025Q2: 1,629,679 shares 1,629,679 $413M 0.89% +232,701 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478,300 shares; 2024Q4: 2,104,718 shares; 2025Q1: 2,126,417 shares; 2025Q2: 2,239,573 shares 2,239,573 $395M 0.86% +113,156 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,429 shares; 2024Q4: 603,600 shares; 2025Q1: 1,891,522 shares; 2025Q2: 2,102,766 shares 2,102,766 $384M 0.83% +211,244 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436,949 shares; 2024Q4: 2,823,749 shares; 2025Q1: 6,378,392 shares; 2025Q2: 12,915,929 shares 12,915,929 $381M 0.83% +6,537,537 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,436 shares; 2024Q4: 653,745 shares; 2025Q1: 654,148 shares; 2025Q2: 713,438 shares 713,438 $347M 0.75% +59,290 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,130 shares; 2024Q4: 605,131 shares; 2025Q1: 607,702 shares; 2025Q2: 601,709 shares 601,709 $338M 0.73% -5,993 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787,424 shares; 2024Q4: 1,881,980 shares; 2025Q1: 1,918,598 shares; 2025Q2: 1,986,570 shares 1,986,570 $324M 0.7% +67,972 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,363 shares; 2024Q4: 805,185 shares; 2025Q1: 791,207 shares; 2025Q2: 756,869 shares 756,869 $321M 0.7% -34,338 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,274 shares; 2024Q4: 918,403 shares; 2025Q1: 917,585 shares; 2025Q2: 934,666 shares 934,666 $317M 0.69% +17,081 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,114,024 shares; 2024Q4: 10,968,283 shares; 2025Q1: 10,688,333 shares; 2025Q2: 10,306,430 shares 10,306,430 $303M 0.66% -381,903 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133,757 shares; 2024Q4: 1,726,552 shares; 2025Q1: 1,782,391 shares; 2025Q2: 1,835,871 shares 1,835,871 $292M 0.63% +53,480 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,527 shares; 2024Q4: 889,603 shares; 2025Q1: 983,561 shares; 2025Q2: 1,053,004 shares 1,053,004 $290M 0.63% +69,443 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,872,131 shares; 2024Q4: 3,253,040 shares; 2025Q1: 3,578,494 shares; 2025Q2: 3,552,546 shares 3,552,546 $282M 0.61% -25,948 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684,967 shares; 2024Q4: 4,118,984 shares; 2025Q1: 3,933,357 shares; 2025Q2: 4,629,495 shares 4,629,495 $264M 0.57% +696,138 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,579 shares; 2024Q4: 257,517 shares; 2025Q1: 259,602 shares; 2025Q2: 263,609 shares 263,609 $261M 0.57% +4,007 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,235 shares; 2024Q4: 536,379 shares; 2025Q1: 539,934 shares; 2025Q2: 554,038 shares 554,038 $243M 0.53% +14,104 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510,210 shares; 2024Q4: 2,798,325 shares; 2025Q1: 3,012,238 shares; 2025Q2: 3,079,266 shares 3,079,266 $234M 0.51% +67,028 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,905 shares; 2024Q4: 20,025 shares; 2025Q1: 763,435 shares; 2025Q2: 769,238 shares 769,238 $234M 0.51% +5,803 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467,906 shares; 2024Q4: 2,680,308 shares; 2025Q1: 2,439,755 shares; 2025Q2: 2,391,296 shares 2,391,296 $234M 0.51% -48,459 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341,505 shares; 2024Q4: 2,076,913 shares; 2025Q1: 2,079,944 shares; 2025Q2: 2,136,604 shares 2,136,604 $230M 0.5% +56,660 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,908 shares; 2024Q4: 1,210,979 shares; 2025Q1: 1,034,547 shares; 2025Q2: 1,146,235 shares 1,146,235 $208M 0.45% +111,688 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136,834 shares; 2024Q4: 1,334,413 shares; 2025Q1: 1,371,121 shares; 2025Q2: 1,399,264 shares 1,399,264 $200M 0.43% +28,143 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,630 shares; 2024Q4: 2,350,826 shares; 2025Q1: 2,370,981 shares; 2025Q2: 2,411,847 shares 2,411,847 $198M 0.43% +40,866 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733,406 shares; 2024Q4: 2,712,060 shares; 2025Q1: 2,678,647 shares; 2025Q2: 3,068,777 shares 3,068,777 $196M 0.42% +390,130 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,777 shares; 2024Q4: 349,290 shares; 2025Q1: 344,252 shares; 2025Q2: 1,928,514 shares 1,928,514 $194M 0.42% +1,584,262 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894,459 shares; 2024Q4: 1,162,753 shares; 2025Q1: 1,193,378 shares; 2025Q2: 1,257,282 shares 1,257,282 $192M 0.42% +63,904 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678,596 shares; 2024Q4: 5,691,547 shares; 2025Q1: 6,359,192 shares; 2025Q2: 6,450,225 shares 6,450,225 $191M 0.41% +91,033 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690,819 shares; 2024Q4: 3,339,831 shares; 2025Q1: 3,630,430 shares; 2025Q2: 3,683,265 shares 3,683,265 $177M 0.38% +52,835 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309,227 shares; 2024Q4: 2,359,936 shares; 2025Q1: 1,828,773 shares; 2025Q2: 2,102,037 shares 2,102,037 $175M 0.38% +273,264 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,635 shares; 2024Q4: 742,210 shares; 2025Q1: 862,526 shares; 2025Q2: 881,813 shares 881,813 $170M 0.37% +19,287 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,407 shares; 2024Q4: 415,569 shares; 2025Q1: 423,287 shares; 2025Q2: 450,512 shares 450,512 $165M 0.36% +27,225 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487,589 shares; 2024Q4: 2,932,718 shares; 2025Q1: 3,103,260 shares; 2025Q2: 3,233,550 shares 3,233,550 $163M 0.35% +130,290 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,784 shares; 2025Q1: 139,904 shares; 2025Q2: 153,673 shares 153,673 $161M 0.35% +13,769 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,680 shares; 2024Q4: 402,224 shares; 2025Q1: 401,537 shares; 2025Q2: 452,615 shares 452,615 $161M 0.35% +51,078 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514,608 shares; 2024Q4: 2,930,178 shares; 2025Q1: 2,989,444 shares; 2025Q2: 3,170,708 shares 3,170,708 $157M 0.34% +181,264 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,951 shares; 2024Q4: 1,126,149 shares; 2025Q1: 1,122,798 shares; 2025Q2: 1,123,906 shares 1,123,906 $148M 0.32% +1,108 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,034 shares; 2024Q4: 404,971 shares; 2025Q1: 405,225 shares; 2025Q2: 511,017 shares 511,017 $146M 0.32% +105,792 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,267 shares; 2024Q4: 127,681 shares; 2025Q1: 128,973 shares; 2025Q2: 138,830 shares 138,830 $143M 0.31% +9,857 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,193 shares; 2024Q4: 839,409 shares; 2025Q1: 889,635 shares; 2025Q2: 883,561 shares 883,561 $141M 0.3% -6,074 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601,893 shares; 2024Q4: 1,713,431 shares; 2025Q1: 1,740,174 shares; 2025Q2: 1,776,660 shares 1,776,660 $140M 0.3% +36,486 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,554 shares; 2024Q4: 176,850 shares; 2025Q1: 173,638 shares; 2025Q2: 197,553 shares 197,553 $140M 0.3% +23,915 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,179 shares; 2024Q4: 80,868 shares; 2025Q1: 2,041,684 shares; 2025Q2: 2,038,599 shares 2,038,599 $139M 0.3% -3,085 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,218 shares; 2024Q4: 512,670 shares; 2025Q1: 667,709 shares; 2025Q2: 700,565 shares 700,565 $137M 0.3% +32,856 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854,032 shares; 2024Q4: 543,877 shares; 2025Q1: 594,936 shares; 2025Q2: 657,243 shares 657,243 $135M 0.29% +62,307 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,268 shares; 2024Q4: 432,068 shares; 2025Q1: 432,652 shares; 2025Q2: 448,212 shares 448,212 $134M 0.29% +15,560 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,394 shares; 2024Q4: 602,495 shares; 2025Q1: 620,148 shares; 2025Q2: 570,194 shares 570,194 $133M 0.29% -49,954 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,929 shares; 2024Q4: 432,930 shares; 2025Q1: 441,983 shares; 2025Q2: 448,035 shares 448,035 $131M 0.28% +6,052 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,497 shares; 2024Q4: 371,027 shares; 2025Q1: 364,681 shares; 2025Q2: 365,099 shares 365,099 $128M 0.28% +418 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801,874 shares; 2024Q4: 881,558 shares; 2025Q1: 863,201 shares; 2025Q2: 940,798 shares 940,798 $127M 0.27% +77,597 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677,732 shares; 2024Q4: 1,736,892 shares; 2025Q1: 1,699,182 shares; 2025Q2: 2,071,189 shares 2,071,189 $124M 0.27% +372,007 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,758,825 shares; 2024Q4: 2,582,541 shares; 2025Q1: 2,509,689 shares; 2025Q2: 2,611,012 shares 2,611,012 $124M 0.27% +101,323 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,827 shares; 2024Q4: 270,258 shares; 2025Q1: 291,012 shares; 2025Q2: 309,834 shares 309,834 $120M 0.26% +18,822 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998,244 shares; 2024Q4: 1,299,832 shares; 2025Q1: 1,272,255 shares; 2025Q2: 1,283,955 shares 1,283,955 $118M 0.26% +11,700 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,965 shares; 2024Q4: 118,897 shares; 2025Q1: 123,635 shares; 2025Q2: 151,228 shares 151,228 $118M 0.26% +27,593 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,683 shares; 2024Q4: 919,993 shares; 2025Q1: 927,442 shares; 2025Q2: 1,066,510 shares 1,066,510 $117M 0.25% +139,068 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,184 shares; 2024Q4: 1,575,619 shares; 2025Q1: 1,710,588 shares; 2025Q2: 1,892,344 shares 1,892,344 $117M 0.25% +181,756 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,913 shares; 2024Q4: 376,653 shares; 2025Q1: 515,464 shares; 2025Q2: 1,705,255 shares 1,705,255 $117M 0.25% +1,189,791 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,991 shares; 2024Q4: 655,673 shares; 2025Q1: 663,728 shares; 2025Q2: 659,963 shares 659,963 $117M 0.25% -3,765 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718,809 shares; 2024Q4: 1,863,194 shares; 2025Q1: 1,682,274 shares; 2025Q2: 1,653,158 shares 1,653,158 $115M 0.25% -29,116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,231 shares; 2024Q4: 827,938 shares; 2025Q1: 1,091,838 shares; 2025Q2: 1,096,969 shares 1,096,969 $110M 0.24% +5,131 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,106 shares; 2024Q4: 388,247 shares; 2025Q1: 293,937 shares; 2025Q2: 361,443 shares 361,443 $110M 0.24% +67,506 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 19,256 shares; 2025Q1: 19,286 shares; 2025Q2: 19,019 shares 19,019 $110M 0.24% -267 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,025 shares; 2024Q4: 318,936 shares; 2025Q1: 337,819 shares; 2025Q2: 667,416 shares 667,416 $110M 0.24% +329,597 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,715 shares; 2024Q4: 146,239 shares; 2025Q1: 136,907 shares; 2025Q2: 137,265 shares 137,265 $108M 0.23% +358 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,409 shares; 2024Q4: 529,590 shares; 2025Q1: 538,219 shares; 2025Q2: 629,511 shares 629,511 $108M 0.23% +91,292 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,932 shares; 2024Q4: 239,855 shares; 2025Q1: 263,455 shares; 2025Q2: 338,755 shares 338,755 $108M 0.23% +75,300 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,462 shares; 2024Q4: 1,279,761 shares; 2025Q1: 1,287,588 shares; 2025Q2: 1,289,609 shares 1,289,609 $107M 0.23% +2,021 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,005 shares; 2024Q4: 1,119,087 shares; 2025Q1: 1,116,698 shares; 2025Q2: 1,138,345 shares 1,138,345 $107M 0.23% +21,647 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,372,917 shares; 2024Q4: 3,550,860 shares; 2025Q1: 3,509,630 shares; 2025Q2: 3,624,145 shares 3,624,145 $107M 0.23% +114,515 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,152 shares; 2024Q4: 599,781 shares; 2025Q1: 787,278 shares; 2025Q2: 1,053,609 shares 1,053,609 $106M 0.23% +266,331 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,692 shares; 2024Q4: 219,374 shares; 2025Q1: 219,621 shares; 2025Q2: 255,800 shares 255,800 $104M 0.22% +36,179 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,243 shares; 2024Q4: 1,128,069 shares; 2025Q1: 1,184,732 shares; 2025Q2: 1,242,835 shares 1,242,835 $103M 0.22% +58,103 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,517 shares; 2024Q4: 458,321 shares; 2025Q1: 484,110 shares; 2025Q2: 499,676 shares 499,676 $102M 0.22% +15,566 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,997 shares; 2024Q4: 1,040,110 shares; 2025Q1: 881,864 shares; 2025Q2: 935,578 shares 935,578 $102M 0.22% +53,714 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,920 shares; 2024Q4: 416,996 shares; 2025Q1: 413,144 shares; 2025Q2: 518,381 shares 518,381 $101M 0.22% +105,237 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,902 shares; 2024Q4: 138,884 shares; 2025Q1: 177,318 shares; 2025Q2: 1,355,747 shares 1,355,747 $100M 0.22% +1,178,429 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459,020 shares; 2024Q4: 1,928,913 shares; 2025Q1: 2,001,930 shares; 2025Q2: 2,090,487 shares 2,090,487 $99.2M 0.21% +88,557 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673,014 shares; 2024Q4: 1,660,236 shares; 2025Q1: 2,014,003 shares; 2025Q2: 2,336,891 shares 2,336,891 $99M 0.21% +322,888 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,264 shares; 2024Q4: 476,630 shares; 2025Q1: 476,848 shares; 2025Q2: 496,100 shares 496,100 $96.4M 0.21% +19,252 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,443 shares; 2024Q4: 1,130,310 shares; 2025Q1: 1,191,176 shares; 2025Q2: 1,213,654 shares 1,213,654 $96.1M 0.21% +22,478 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,022 shares; 2024Q4: 216,232 shares; 2025Q1: 180,046 shares; 2025Q2: 182,223 shares 182,223 $96.1M 0.21% +2,177 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,971 shares; 2024Q4: 808,599 shares; 2025Q1: 805,134 shares; 2025Q2: 949,763 shares 949,763 $94.2M 0.2% +144,629 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,940 shares; 2024Q4: 1,256,647 shares; 2025Q1: 1,362,935 shares; 2025Q2: 1,295,313 shares 1,295,313 $94.1M 0.2% -67,622 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,827 shares; 2024Q4: 726,195 shares; 2025Q1: 796,946 shares; 2025Q2: 900,993 shares 900,993 $94.1M 0.2% +104,047 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788,000 shares; 2024Q4: 1,999,597 shares; 2025Q1: 2,283,031 shares; 2025Q2: 3,158,759 shares 3,158,759 $93M 0.2% +875,728 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,212 shares; 2024Q4: 706,196 shares; 2025Q1: 740,630 shares; 2025Q2: 780,714 shares 780,714 $92.1M 0.2% +40,084 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404,904 shares; 2024Q4: 1,861,650 shares; 2025Q1: 2,126,900 shares; 2025Q2: 2,154,239 shares 2,154,239 $92.1M 0.2% +27,339 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,375 shares; 2024Q4: 29,541 shares; 2025Q1: 1,421,254 shares; 2025Q2: 1,497,915 shares 1,497,915 $91.3M 0.2% +76,661 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,446 shares; 2024Q4: 645,611 shares; 2025Q1: 645,707 shares; 2025Q2: 738,966 shares 738,966 $91.3M 0.2% +93,259 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,289 shares; 2024Q4: 1,613,857 shares; 2025Q1: 1,660,567 shares; 2025Q2: 1,960,045 shares 1,960,045 $89.7M 0.19% +299,478 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,224 shares; 2024Q4: 671,695 shares; 2025Q1: 739,206 shares; 2025Q2: 749,983 shares 749,983 $89.3M 0.19% +10,777 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977,199 shares; 2024Q4: 1,064,556 shares; 2025Q1: 1,034,812 shares; 2025Q2: 1,406,643 shares 1,406,643 $89.3M 0.19% +371,831 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639,064 shares; 2024Q4: 3,067,320 shares; 2025Q1: 3,234,387 shares; 2025Q2: 3,210,357 shares 3,210,357 $86.1M 0.19% -24,030 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,188 shares; 2024Q4: 305,927 shares; 2025Q1: 651,331 shares; 2025Q2: 918,029 shares 918,029 $85.7M 0.19% +266,698 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022,753 shares; 2024Q4: 1,093,322 shares; 2025Q1: 967,191 shares; 2025Q2: 1,230,603 shares 1,230,603 $85M 0.18% +263,412 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856,978 shares; 2024Q4: 966,600 shares; 2025Q1: 939,040 shares; 2025Q2: 926,257 shares 926,257 $84.9M 0.18% -12,783 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739,418 shares; 2024Q4: 1,732,127 shares; 2025Q1: 1,404,769 shares; 2025Q2: 1,689,032 shares 1,689,032 $84.8M 0.18% +284,263 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,817 shares; 2024Q4: 910,508 shares; 2025Q1: 1,022,679 shares; 2025Q2: 1,119,443 shares 1,119,443 $84.8M 0.18% +96,764 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038,620 shares; 2024Q4: 2,381,008 shares; 2025Q1: 2,559,824 shares; 2025Q2: 2,711,601 shares 2,711,601 $84.3M 0.18% +151,777 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,171 shares; 2024Q4: 379,939 shares; 2025Q1: 441,558 shares; 2025Q2: 3,586,771 shares 3,586,771 $84.1M 0.18% +3,145,213 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,491,555 shares; 2025Q1: 1,460,127 shares; 2025Q2: 6,128,574 shares 6,128,574 $84.1M 0.18% +4,668,447 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858,315 shares; 2024Q4: 156,553 shares; 2025Q1: 817,584 shares; 2025Q2: 1,615,686 shares 1,615,686 $81.9M 0.18% +798,102 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,305 shares; 2024Q4: 396,696 shares; 2025Q1: 348,723 shares; 2025Q2: 376,321 shares 376,321 $81.2M 0.18% +27,598 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,030 shares; 2024Q4: 81,876 shares; 2025Q1: 92,784 shares; 2025Q2: 101,260 shares 101,260 $81.2M 0.18% +8,476 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,875 shares; 2024Q4: 616,279 shares; 2025Q1: 635,895 shares; 2025Q2: 647,851 shares 647,851 $80.3M 0.17% +11,956 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 613,141 shares; 2025Q1: 983,793 shares; 2025Q2: 990,537 shares 990,537 $79.6M 0.17% +6,744 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,302 shares; 2024Q4: 42,101 shares; 2025Q1: 43,149 shares; 2025Q2: 43,396 shares 43,396 $79.3M 0.17% +247 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,840 shares; 2024Q4: 53,190 shares; 2025Q1: 60,950 shares; 2025Q2: 57,821 shares 57,821 $77.4M 0.17% -3,129 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,995 shares; 2024Q4: 1,108,025 shares; 2025Q1: 1,114,964 shares; 2025Q2: 1,072,400 shares 1,072,400 $75.9M 0.16% -42,564 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,100 shares; 2024Q4: 39,006 shares; 2025Q1: 82,112 shares; 2025Q2: 82,683 shares 82,683 $74.1M 0.16% +571 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,158 shares; 2024Q4: 265,036 shares; 2025Q1: 277,916 shares; 2025Q2: 236,451 shares 236,451 $73.8M 0.16% -41,465 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,101 shares; 2024Q4: 979,094 shares; 2025Q1: 984,273 shares; 2025Q2: 995,261 shares 995,261 $73.3M 0.16% +10,988 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573,731 shares; 2024Q4: 1,761,816 shares; 2025Q1: 1,836,798 shares; 2025Q2: 2,115,999 shares 2,115,999 $73.2M 0.16% +279,201 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,005 shares; 2024Q4: 326,259 shares; 2025Q1: 321,833 shares; 2025Q2: 334,413 shares 334,413 $73.1M 0.16% +12,580 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883,137 shares; 2024Q4: 2,936,714 shares; 2025Q1: 3,049,401 shares; 2025Q2: 3,160,744 shares 3,160,744 $72.5M 0.16% +111,343 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,306 shares; 2024Q4: 231,629 shares; 2025Q1: 1,215,572 shares; 2025Q2: 1,824,110 shares 1,824,110 $71.6M 0.16% +608,538 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887,745 shares; 2024Q4: 959,380 shares; 2025Q1: 1,014,130 shares; 2025Q2: 1,052,923 shares 1,052,923 $71M 0.15% +38,793 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,770 shares; 2024Q4: 601,527 shares; 2025Q1: 456,357 shares; 2025Q2: 497,181 shares 497,181 $70.5M 0.15% +40,824 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,871 shares; 2024Q4: 505,462 shares; 2025Q1: 500,867 shares; 2025Q2: 518,648 shares 518,648 $70.5M 0.15% +17,781 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,009 shares; 2024Q4: 221,706 shares; 2025Q1: 231,301 shares; 2025Q2: 251,846 shares 251,846 $68.7M 0.15% +20,545 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,120 shares; 2024Q4: 542,643 shares; 2025Q1: 505,115 shares; 2025Q2: 609,318 shares 609,318 $68.2M 0.15% +104,203 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,215 shares; 2024Q4: 126,932 shares; 2025Q1: 124,645 shares; 2025Q2: 120,021 shares 120,021 $68M 0.15% -4,624 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,511 shares; 2024Q4: 23,648 shares; 2025Q1: 22,103 shares; 2025Q2: 63,092 shares 63,092 $66.7M 0.14% +40,989 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,806 shares; 2024Q4: 735,058 shares; 2025Q1: 783,168 shares; 2025Q2: 826,859 shares 826,859 $65.7M 0.14% +43,691 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 33 shares; 2025Q1: 89 shares; 2025Q2: 88 shares 88 $64.1M 0.14% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,405 shares; 2024Q4: 310,702 shares; 2025Q1: 328,232 shares; 2025Q2: 350,038 shares 350,038 $63.8M 0.14% +21,806 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,925 shares; 2024Q4: 141,112 shares; 2025Q1: 143,205 shares; 2025Q2: 143,109 shares 143,109 $63.7M 0.14% -96 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,330 shares; 2024Q4: 761,473 shares; 2025Q1: 817,740 shares; 2025Q2: 1,017,483 shares 1,017,483 $62.9M 0.14% +199,743 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,862 shares; 2024Q4: 198,330 shares; 2025Q1: 182,334 shares; 2025Q2: 195,793 shares 195,793 $62.5M 0.14% +13,459 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,919 shares; 2025Q1: 9,261 shares; 2025Q2: 252,051 shares 252,051 $62.1M 0.13% +242,790 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,813 shares; 2024Q4: 287,439 shares; 2025Q1: 279,977 shares; 2025Q2: 280,782 shares 280,782 $62.1M 0.13% +805 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003,623 shares; 2025Q1: 1,022,295 shares; 2025Q2: 1,333,624 shares 1,333,624 $61.7M 0.13% +311,329 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,099 shares; 2024Q4: 214,633 shares; 2025Q1: 218,678 shares; 2025Q2: 222,471 shares 222,471 $61.6M 0.13% +3,793 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,149 shares; 2024Q4: 227,514 shares; 2025Q1: 222,587 shares; 2025Q2: 224,686 shares 224,686 $61.3M 0.13% +2,099 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,884 shares; 2024Q4: 191,287 shares; 2025Q1: 221,488 shares; 2025Q2: 219,182 shares 219,182 $61.2M 0.13% -2,306 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,274 shares; 2024Q4: 31,343 shares; 2025Q1: 38,795 shares; 2025Q2: 40,192 shares 40,192 $61.1M 0.13% +1,397 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,527 shares; 2024Q4: 875,632 shares; 2025Q1: 882,487 shares; 2025Q2: 875,179 shares 875,179 $60.8M 0.13% -7,308 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,862 shares; 2024Q4: 351,995 shares; 2025Q1: 333,354 shares; 2025Q2: 329,275 shares 329,275 $60.4M 0.13% -4,079 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755,220 shares; 2024Q4: 2,491,487 shares; 2025Q1: 2,669,259 shares; 2025Q2: 2,469,586 shares 2,469,586 $60.4M 0.13% -199,673 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,768 shares; 2024Q4: 474,172 shares; 2025Q1: 468,586 shares; 2025Q2: 411,581 shares 411,581 $60.3M 0.13% -57,005 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,535 shares; 2024Q4: 436,239 shares; 2025Q1: 439,533 shares; 2025Q2: 431,338 shares 431,338 $59.8M 0.13% -8,195 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942,726 shares; 2024Q4: 2,054,210 shares; 2025Q1: 2,464,221 shares; 2025Q2: 2,671,393 shares 2,671,393 $59.7M 0.13% +207,172 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,028 shares; 2024Q4: 160,423 shares; 2025Q1: 162,467 shares; 2025Q2: 199,582 shares 199,582 $58.8M 0.13% +37,115 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,482 shares; 2024Q4: 265,110 shares; 2025Q1: 264,052 shares; 2025Q2: 263,877 shares 263,877 $58.5M 0.13% -175 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539,960 shares; 2024Q4: 673,123 shares; 2025Q1: 559,050 shares; 2025Q2: 647,307 shares 647,307 $57.9M 0.13% +88,257 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,058 shares; 2024Q4: 701,410 shares; 2025Q1: 749,768 shares; 2025Q2: 777,691 shares 777,691 $57.6M 0.12% +27,923 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,827 shares; 2024Q4: 165,834 shares; 2025Q1: 175,537 shares; 2025Q2: 206,568 shares 206,568 $56.9M 0.12% +31,031 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,085 shares; 2024Q4: 403,718 shares; 2025Q1: 401,434 shares; 2025Q2: 420,348 shares 420,348 $55.8M 0.12% +18,914 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,427 shares; 2024Q4: 57,163 shares; 2025Q1: 82,275 shares; 2025Q2: 117,106 shares 117,106 $55.8M 0.12% +34,831 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,483 shares; 2024Q4: 231,104 shares; 2025Q1: 909,113 shares; 2025Q2: 1,124,602 shares 1,124,602 $55.1M 0.12% +215,489 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,916 shares; 2024Q4: 338,190 shares; 2025Q1: 512,287 shares; 2025Q2: 518,520 shares 518,520 $55.1M 0.12% +6,233 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,698 shares; 2024Q4: 1,096,533 shares; 2025Q1: 1,087,285 shares; 2025Q2: 1,077,709 shares 1,077,709 $55M 0.12% -9,576 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 122,930 shares; 2025Q1: 126,265 shares; 2025Q2: 136,862 shares 136,862 $54.3M 0.12% +10,597 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991,449 shares; 2024Q4: 2,075,649 shares; 2025Q1: 2,123,428 shares; 2025Q2: 2,435,792 shares 2,435,792 $53.8M 0.12% +312,364 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,179 shares; 2024Q4: 1,095,121 shares; 2025Q1: 1,114,078 shares; 2025Q2: 973,603 shares 973,603 $53.6M 0.12% -140,475 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,796 shares; 2024Q4: 120,935 shares; 2025Q1: 122,188 shares; 2025Q2: 113,291 shares 113,291 $53.2M 0.12% -8,897 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,456 shares; 2024Q4: 574,228 shares; 2025Q1: 495,959 shares; 2025Q2: 488,017 shares 488,017 $52.6M 0.11% -7,942 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,704 shares; 2024Q4: 597,284 shares; 2025Q1: 634,366 shares; 2025Q2: 662,764 shares 662,764 $52.5M 0.11% +28,398 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,083 shares; 2024Q4: 128,298 shares; 2025Q1: 130,156 shares; 2025Q2: 131,799 shares 131,799 $52.1M 0.11% +1,643 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,777 shares; 2024Q4: 113,729 shares; 2025Q1: 111,955 shares; 2025Q2: 112,487 shares 112,487 $52.1M 0.11% +532 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 552,141 shares; 2025Q1: 585,370 shares; 2025Q2: 601,943 shares 601,943 $51.8M 0.11% +16,573 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176,319 shares; 2024Q4: 1,376,518 shares; 2025Q1: 1,447,099 shares; 2025Q2: 1,552,603 shares 1,552,603 $50.7M 0.11% +105,504 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,035 shares; 2024Q4: 446,555 shares; 2025Q1: 430,420 shares; 2025Q2: 366,111 shares 366,111 $49.9M 0.11% -64,309 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,669 shares; 2024Q4: 452,482 shares; 2025Q1: 1,823,354 shares; 2025Q2: 1,001,405 shares 1,001,405 $49.8M 0.11% -821,949 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,187 shares; 2024Q4: 177,816 shares; 2025Q1: 196,682 shares; 2025Q2: 245,826 shares 245,826 $48.6M 0.11% +49,144 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,624 shares; 2024Q4: 402,543 shares; 2025Q1: 409,156 shares; 2025Q2: 405,659 shares 405,659 $48.4M 0.1% -3,497 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405,623 shares; 2024Q4: 1,461,652 shares; 2025Q1: 1,524,733 shares; 2025Q2: 1,659,408 shares 1,659,408 $48M 0.1% +134,675 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,284 shares; 2024Q4: 582,259 shares; 2025Q1: 570,398 shares; 2025Q2: 892,872 shares 892,872 $46.8M 0.1% +322,474 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,104 shares; 2024Q4: 193,238 shares; 2025Q1: 192,255 shares; 2025Q2: 204,418 shares 204,418 $46.5M 0.1% +12,163 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,485 shares; 2024Q4: 69,284 shares; 2025Q1: 71,558 shares; 2025Q2: 62,844 shares 62,844 $46.1M 0.1% -8,714 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,191 shares; 2024Q4: 89,889 shares; 2025Q1: 83,158 shares; 2025Q2: 80,814 shares 80,814 $45.8M 0.1% -2,344 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,252 shares; 2024Q4: 26,262 shares; 2025Q1: 620,981 shares; 2025Q2: 1,152,210 shares 1,152,210 $45.4M 0.1% +531,229 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,786 shares; 2024Q4: 187,831 shares; 2025Q1: 186,096 shares; 2025Q2: 188,170 shares 188,170 $45.2M 0.1% +2,074 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,329 shares; 2024Q4: 195,529 shares; 2025Q1: 196,495 shares; 2025Q2: 195,725 shares 195,725 $45M 0.1% -770 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,574 shares; 2024Q4: 74,956 shares; 2025Q1: 79,306 shares; 2025Q2: 82,467 shares 82,467 $44.8M 0.1% +3,161 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,310 shares; 2024Q4: 683,608 shares; 2025Q1: 730,813 shares; 2025Q2: 780,603 shares 780,603 $44.4M 0.1% +49,790 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,854 shares; 2024Q4: 121,336 shares; 2025Q1: 140,695 shares; 2025Q2: 158,115 shares 158,115 $44.3M 0.1% +17,420 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 185,603 shares; 2025Q1: 179,038 shares; 2025Q2: 179,849 shares 179,849 $43.7M 0.09% +811 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324,856 shares; 2024Q4: 1,564,568 shares; 2025Q1: 1,881,219 shares; 2025Q2: 2,086,199 shares 2,086,199 $43.7M 0.09% +204,980 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,050 shares; 2024Q4: 594,258 shares; 2025Q1: 671,608 shares; 2025Q2: 694,694 shares 694,694 $43.5M 0.09% +23,086 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 812,455 shares; 2025Q1: 442,143 shares; 2025Q2: 442,905 shares 442,905 $43.1M 0.09% +762 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,083 shares; 2024Q4: 457,598 shares; 2025Q1: 455,955 shares; 2025Q2: 467,506 shares 467,506 $43M 0.09% +11,551 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,656 shares; 2024Q4: 1,015,007 shares; 2025Q1: 1,083,953 shares; 2025Q2: 999,324 shares 999,324 $42.6M 0.09% -84,629 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892,626 shares; 2024Q4: 869,944 shares; 2025Q1: 413,535 shares; 2025Q2: 692,840 shares 692,840 $42.4M 0.09% +279,305 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,925 shares; 2024Q4: 432,118 shares; 2025Q1: 428,064 shares; 2025Q2: 430,956 shares 430,956 $42.3M 0.09% +2,892 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,486,286 shares 4,486,286 $42.2M 0.09% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,785 shares; 2024Q4: 160,058 shares; 2025Q1: 161,379 shares; 2025Q2: 177,463 shares 177,463 $42.1M 0.09% +16,084 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,663 shares; 2024Q4: 657,230 shares; 2025Q1: 663,929 shares; 2025Q2: 669,849 shares 669,849 $42.1M 0.09% +5,920 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,946 shares; 2024Q4: 408,683 shares; 2025Q1: 453,434 shares; 2025Q2: 604,553 shares 604,553 $41.7M 0.09% +151,119 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,991 shares; 2024Q4: 987,459 shares; 2025Q1: 988,936 shares; 2025Q2: 941,559 shares 941,559 $41.2M 0.09% -47,377 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,777 shares; 2024Q4: 806,904 shares; 2025Q1: 636,927 shares; 2025Q2: 641,880 shares 641,880 $41M 0.09% +4,953 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,842 shares; 2024Q4: 81,187 shares; 2025Q1: 84,387 shares; 2025Q2: 82,076 shares 82,076 $41M 0.09% -2,311 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,807 shares; 2024Q4: 361,441 shares; 2025Q1: 342,672 shares; 2025Q2: 340,667 shares 340,667 $40.7M 0.09% -2,005 Timeline AVES 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,273 shares; 2024Q4: 22,299 shares; 2025Q1: 832,321 shares; 2025Q2: 757,466 shares 757,466 $40.6M 0.09% -74,855 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,888 shares; 2024Q4: 381,354 shares; 2025Q1: 303,099 shares; 2025Q2: 302,813 shares 302,813 $40.3M 0.09% -286 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,491 shares; 2024Q4: 187,667 shares; 2025Q1: 179,427 shares; 2025Q2: 174,426 shares 174,426 $40.1M 0.09% -5,001 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,754 shares; 2024Q4: 1,457,770 shares; 2025Q1: 1,486,458 shares; 2025Q2: 1,511,923 shares 1,511,923 $40.1M 0.09% +25,465 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,793 shares; 2025Q1: 671,840 shares; 2025Q2: 701,467 shares 701,467 $39.4M 0.09% +29,627 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,589 shares; 2024Q4: 312,286 shares; 2025Q1: 243,459 shares; 2025Q2: 361,855 shares 361,855 $39.3M 0.09% +118,396 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,634 shares; 2024Q4: 429,342 shares; 2025Q1: 432,806 shares; 2025Q2: 434,031 shares 434,031 $39.2M 0.09% +1,225 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,460 shares; 2024Q4: 10,645 shares; 2025Q1: 10,636 shares; 2025Q2: 10,443 shares 10,443 $38.8M 0.08% -193 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,475 shares; 2024Q4: 202,943 shares; 2025Q1: 205,172 shares; 2025Q2: 206,948 shares 206,948 $38.6M 0.08% +1,776 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,065 shares; 2024Q4: 128,307 shares; 2025Q1: 391,928 shares; 2025Q2: 423,019 shares 423,019 $38.5M 0.08% +31,091 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,384 shares; 2024Q4: 785,248 shares; 2025Q1: 795,931 shares; 2025Q2: 887,571 shares 887,571 $38.4M 0.08% +91,640 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,702 shares; 2024Q4: 294,602 shares; 2025Q1: 290,967 shares; 2025Q2: 289,777 shares 289,777 $38.1M 0.08% -1,190 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,661 shares; 2024Q4: 411,948 shares; 2025Q1: 413,202 shares; 2025Q2: 402,269 shares 402,269 $38.1M 0.08% -10,933 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,206 shares; 2024Q4: 132,992 shares; 2025Q1: 152,957 shares; 2025Q2: 146,519 shares 146,519 $37.7M 0.08% -6,438 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,656 shares; 2024Q4: 122,555 shares; 2025Q1: 123,682 shares; 2025Q2: 121,677 shares 121,677 $37.5M 0.08% -2,005 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,473 shares; 2024Q4: 156,803 shares; 2025Q1: 153,027 shares; 2025Q2: 154,006 shares 154,006 $37.5M 0.08% +979 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,132 shares; 2024Q4: 602,875 shares; 2025Q1: 614,241 shares; 2025Q2: 705,554 shares 705,554 $37.1M 0.08% +91,313 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,178 shares; 2024Q4: 323,975 shares; 2025Q1: 2,349,653 shares; 2025Q2: 3,538,128 shares 3,538,128 $37M 0.08% +1,188,475 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,974 shares; 2024Q4: 901,566 shares; 2025Q1: 912,243 shares; 2025Q2: 824,561 shares 824,561 $36.9M 0.08% -87,682 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,369 shares; 2024Q4: 207,307 shares; 2025Q1: 227,762 shares; 2025Q2: 220,425 shares 220,425 $36.6M 0.08% -7,337 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 335,721 shares; 2025Q1: 340,978 shares; 2025Q2: 331,338 shares 331,338 $36.3M 0.08% -9,640 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753,634 shares; 2025Q1: not reported; 2025Q2: 724,205 shares 724,205 $35.9M 0.08% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,499 shares; 2024Q4: 98,562 shares; 2025Q1: 125,834 shares; 2025Q2: 100,049 shares 100,049 $35.7M 0.08% -25,785 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,590 shares; 2024Q4: 760,643 shares; 2025Q1: 672,429 shares; 2025Q2: 667,525 shares 667,525 $35.2M 0.08% -4,904 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,873 shares; 2024Q4: 542,396 shares; 2025Q1: 685,048 shares; 2025Q2: 687,842 shares 687,842 $34.9M 0.08% +2,794 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,414 shares; 2024Q4: 1,409,025 shares; 2025Q1: 1,427,739 shares; 2025Q2: 1,419,698 shares 1,419,698 $34.8M 0.08% -8,041 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,844 shares; 2024Q4: 513,954 shares; 2025Q1: 519,509 shares; 2025Q2: 541,548 shares 541,548 $34.7M 0.08% +22,039 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,882 shares; 2024Q4: 379,316 shares; 2025Q1: 366,244 shares; 2025Q2: 323,278 shares 323,278 $34.7M 0.08% -42,966 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760,292 shares; 2025Q1: 891,374 shares; 2025Q2: 1,002,731 shares 1,002,731 $34.4M 0.07% +111,357 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,379 shares; 2024Q4: 1,322,167 shares; 2025Q1: 1,502,189 shares; 2025Q2: 1,414,341 shares 1,414,341 $34.3M 0.07% -87,848 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,951 shares; 2024Q4: 800,213 shares; 2025Q1: 544,184 shares; 2025Q2: 539,252 shares 539,252 $34M 0.07% -4,932 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,480 shares; 2024Q4: 1,278,868 shares; 2025Q1: 1,287,754 shares; 2025Q2: 1,166,451 shares 1,166,451 $33.8M 0.07% -121,303 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,593 shares; 2024Q4: 48,509 shares; 2025Q1: 180,886 shares; 2025Q2: 195,109 shares 195,109 $33.6M 0.07% +14,223 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,451 shares; 2024Q4: 901,237 shares; 2025Q1: 887,377 shares; 2025Q2: 855,352 shares 855,352 $33.6M 0.07% -32,025 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,282 shares; 2024Q4: 88,599 shares; 2025Q1: 88,339 shares; 2025Q2: 226,795 shares 226,795 $33.5M 0.07% +138,456 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689,834 shares; 2024Q4: 770,413 shares; 2025Q1: 1,091,571 shares; 2025Q2: 1,016,508 shares 1,016,508 $33.4M 0.07% -75,063 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,055 shares; 2024Q4: 222,853 shares; 2025Q1: 404,581 shares; 2025Q2: 491,438 shares 491,438 $33.3M 0.07% +86,857 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,898 shares; 2024Q4: 10,050 shares; 2025Q1: 8,245 shares; 2025Q2: 247,072 shares 247,072 $33.2M 0.07% +238,827 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,740 shares; 2024Q4: 647,323 shares; 2025Q1: 679,512 shares; 2025Q2: 703,523 shares 703,523 $33.1M 0.07% +24,011 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,081 shares; 2024Q4: 44,309 shares; 2025Q1: 44,134 shares; 2025Q2: 43,757 shares 43,757 $33M 0.07% -377 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,768 shares; 2024Q4: 177,219 shares; 2025Q1: 170,350 shares; 2025Q2: 232,883 shares 232,883 $32.8M 0.07% +62,533 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,589 shares; 2024Q4: 1,301,309 shares; 2025Q1: 1,313,246 shares; 2025Q2: 1,289,071 shares 1,289,071 $32.6M 0.07% -24,175 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,724 shares; 2024Q4: 181,784 shares; 2025Q1: 183,430 shares; 2025Q2: 184,089 shares 184,089 $32.1M 0.07% +659 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,462 shares; 2024Q4: 211,292 shares; 2025Q1: 207,256 shares; 2025Q2: 214,539 shares 214,539 $32.1M 0.07% +7,283 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,371 shares; 2024Q4: 455,210 shares; 2025Q1: 468,660 shares; 2025Q2: 477,037 shares 477,037 $32.1M 0.07% +8,377 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,118 shares; 2024Q4: 704,703 shares; 2025Q1: 651,050 shares; 2025Q2: 618,732 shares 618,732 $32.1M 0.07% -32,318 Timeline FLMI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279,723 shares; 2024Q4: 1,306,016 shares; 2025Q1: 1,287,902 shares; 2025Q2: 1,309,758 shares 1,309,758 $31.8M 0.07% +21,856 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,638 shares; 2024Q4: 161,783 shares; 2025Q1: 164,907 shares; 2025Q2: 128,207 shares 128,207 $31.6M 0.07% -36,700 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,453 shares; 2024Q4: 88,069 shares; 2025Q1: 193,444 shares; 2025Q2: 276,753 shares 276,753 $31.3M 0.07% +83,309 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 942,523 shares; 2025Q1: 917,613 shares; 2025Q2: 928,542 shares 928,542 $31.2M 0.07% +10,929 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,263 shares; 2024Q4: 260,462 shares; 2025Q1: 197,397 shares; 2025Q2: 197,505 shares 197,505 $31.2M 0.07% +108 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,096 shares; 2024Q4: 112,631 shares; 2025Q1: 112,351 shares; 2025Q2: 115,302 shares 115,302 $30.8M 0.07% +2,951 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,611 shares; 2024Q4: 115,141 shares; 2025Q1: 115,417 shares; 2025Q2: 120,053 shares 120,053 $30.7M 0.07% +4,636 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,886 shares; 2024Q4: 426,706 shares; 2025Q1: 385,838 shares; 2025Q2: 300,879 shares 300,879 $30.4M 0.07% -84,959 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,261 shares; 2024Q4: 345,252 shares; 2025Q1: 321,443 shares; 2025Q2: 338,150 shares 338,150 $30.1M 0.07% +16,707 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,940 shares; 2024Q4: 78,657 shares; 2025Q1: 81,444 shares; 2025Q2: 83,864 shares 83,864 $29.9M 0.06% +2,420 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,178 shares; 2024Q4: 356,557 shares; 2025Q1: 387,899 shares; 2025Q2: 436,222 shares 436,222 $29.9M 0.06% +48,323 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,066 shares; 2024Q4: 1,106,279 shares; 2025Q1: 1,115,572 shares; 2025Q2: 1,250,036 shares 1,250,036 $29.8M 0.06% +134,464 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 232,437 shares; 2025Q1: 418,519 shares; 2025Q2: 371,801 shares 371,801 $29.8M 0.06% -46,718 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,987 shares; 2024Q4: 453,447 shares; 2025Q1: 358,999 shares; 2025Q2: 347,344 shares 347,344 $29.5M 0.06% -11,655 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,224 shares; 2024Q4: 786,509 shares; 2025Q1: 796,967 shares; 2025Q2: 784,847 shares 784,847 $29.4M 0.06% -12,120 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,882 shares; 2024Q4: 178,419 shares; 2025Q1: 188,076 shares; 2025Q2: 225,683 shares 225,683 $29M 0.06% +37,607 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,804 shares; 2024Q4: 47,516 shares; 2025Q1: 61,913 shares; 2025Q2: 385,408 shares 385,408 $28.9M 0.06% +323,495 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,020 shares; 2024Q4: 373,260 shares; 2025Q1: 340,308 shares; 2025Q2: 461,038 shares 461,038 $28.8M 0.06% +120,730 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126,933 shares; 2024Q4: 1,253,129 shares; 2025Q1: 1,309,930 shares; 2025Q2: 1,374,357 shares 1,374,357 $28.6M 0.06% +64,427 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,530 shares; 2024Q4: 50,116 shares; 2025Q1: 62,704 shares; 2025Q2: 69,949 shares 69,949 $28.5M 0.06% +7,245 CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980,982 shares; 2024Q4: 971,014 shares; 2025Q1: 964,892 shares; 2025Q2: 884,445 shares 884,445 $28.3M 0.06% -80,447 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,515 shares; 2024Q4: 285,350 shares; 2025Q1: 300,552 shares; 2025Q2: 307,457 shares 307,457 $28.2M 0.06% +6,905 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,831 shares; 2024Q4: 528,547 shares; 2025Q1: 535,852 shares; 2025Q2: 547,894 shares 547,894 $28.1M 0.06% +12,042 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,136 shares; 2024Q4: 194,763 shares; 2025Q1: 179,108 shares; 2025Q2: 186,289 shares 186,289 $28M 0.06% +7,181 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,451 shares; 2024Q4: 206,476 shares; 2025Q1: 202,687 shares; 2025Q2: 209,161 shares 209,161 $27.9M 0.06% +6,474 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,263 shares; 2024Q4: 200,751 shares; 2025Q1: 231,589 shares; 2025Q2: 1,223,237 shares 1,223,237 $27.5M 0.06% +991,648 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,571 shares; 2024Q4: 79,500 shares; 2025Q1: 116,179 shares; 2025Q2: 120,956 shares 120,956 $27.5M 0.06% +4,777 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 42,576 shares; 2025Q1: 46,831 shares; 2025Q2: 51,194 shares 51,194 $27.5M 0.06% +4,363 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,067 shares; 2024Q4: 243,807 shares; 2025Q1: 248,327 shares; 2025Q2: 249,084 shares 249,084 $27.4M 0.06% +757 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,085 shares; 2024Q4: 171,140 shares; 2025Q1: 166,739 shares; 2025Q2: 206,898 shares 206,898 $27.3M 0.06% +40,159 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,072 shares; 2024Q4: 29,625 shares; 2025Q1: 34,856 shares; 2025Q2: 41,097 shares 41,097 $27.3M 0.06% +6,241 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,300 shares; 2024Q4: 59,756 shares; 2025Q1: 53,651 shares; 2025Q2: 53,773 shares 53,773 $27M 0.06% +122 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,125 shares; 2024Q4: 92,936 shares; 2025Q1: 89,237 shares; 2025Q2: 92,023 shares 92,023 $26.8M 0.06% +2,786 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,634 shares; 2024Q4: 310,615 shares; 2025Q1: 313,326 shares; 2025Q2: 314,809 shares 314,809 $26.8M 0.06% +1,483 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,065 shares; 2024Q4: 1,378,438 shares; 2025Q1: 1,372,366 shares; 2025Q2: 1,373,619 shares 1,373,619 $26.8M 0.06% +1,253 Timeline GSST 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,977 shares; 2024Q4: 276,579 shares; 2025Q1: 446,165 shares; 2025Q2: 524,771 shares 524,771 $26.5M 0.06% +78,606 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,364 shares; 2024Q4: 203,932 shares; 2025Q1: 212,826 shares; 2025Q2: 203,236 shares 203,236 $26.1M 0.06% -9,590 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,118 shares; 2024Q4: 761,595 shares; 2025Q1: 798,526 shares; 2025Q2: 892,683 shares 892,683 $26.1M 0.06% +94,157 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,226 shares; 2024Q4: 222,789 shares; 2025Q1: 199,481 shares; 2025Q2: 197,413 shares 197,413 $26M 0.06% -2,068 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,237 shares; 2024Q4: 289,873 shares; 2025Q1: 304,288 shares; 2025Q2: 302,087 shares 302,087 $25.7M 0.06% -2,201 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936,713 shares; 2024Q4: 838,774 shares; 2025Q1: 836,936 shares; 2025Q2: 827,918 shares 827,918 $25.7M 0.06% -9,018 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,108 shares; 2024Q4: 840,865 shares; 2025Q1: 857,001 shares; 2025Q2: 719,084 shares 719,084 $25.7M 0.06% -137,917 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,741 shares; 2024Q4: 612,684 shares; 2025Q1: 619,386 shares; 2025Q2: 609,291 shares 609,291 $25.5M 0.06% -10,095 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,707 shares; 2024Q4: 160,526 shares; 2025Q1: 479,812 shares; 2025Q2: 600,891 shares 600,891 $25.3M 0.05% +121,079 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,448 shares; 2024Q4: 200,765 shares; 2025Q1: 205,469 shares; 2025Q2: 228,513 shares 228,513 $25.2M 0.05% +23,044 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,771 shares; 2024Q4: 318,438 shares; 2025Q1: 359,927 shares; 2025Q2: 354,043 shares 354,043 $25.2M 0.05% -5,884 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 323,780 shares; 2025Q1: 361,064 shares; 2025Q2: 383,578 shares 383,578 $25.1M 0.05% +22,514 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645,482 shares; 2024Q4: 647,973 shares; 2025Q1: 642,473 shares; 2025Q2: 615,985 shares 615,985 $25M 0.05% -26,488 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,317 shares; 2024Q4: 116,589 shares; 2025Q1: 114,156 shares; 2025Q2: 154,783 shares 154,783 $24.9M 0.05% +40,627 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 472,479 shares; 2025Q1: 522,210 shares; 2025Q2: 511,044 shares 511,044 $24.7M 0.05% -11,166 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,956 shares; 2024Q4: 282,021 shares; 2025Q1: 293,406 shares; 2025Q2: 298,446 shares 298,446 $24.4M 0.05% +5,040 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,739 shares; 2024Q4: 175,666 shares; 2025Q1: 181,905 shares; 2025Q2: 183,512 shares 183,512 $24.3M 0.05% +1,607 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,705 shares; 2024Q4: 768,232 shares; 2025Q1: 758,388 shares; 2025Q2: 760,373 shares 760,373 $24.3M 0.05% +1,985 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,197 shares; 2025Q1: 236,017 shares; 2025Q2: 395,792 shares 395,792 $24.3M 0.05% +159,775 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,616 shares; 2024Q4: 120,401 shares; 2025Q1: 199,150 shares; 2025Q2: 319,663 shares 319,663 $24.2M 0.05% +120,513 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,303 shares; 2024Q4: 137,343 shares; 2025Q1: 147,331 shares; 2025Q2: 158,527 shares 158,527 $24.1M 0.05% +11,196 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,363 shares; 2024Q4: 562,870 shares; 2025Q1: 700,618 shares; 2025Q2: 553,491 shares 553,491 $24.1M 0.05% -147,127 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,449 shares; 2024Q4: 672,024 shares; 2025Q1: 689,485 shares; 2025Q2: 667,854 shares 667,854 $24.1M 0.05% -21,631 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,356 shares; 2024Q4: 102,023 shares; 2025Q1: 146,566 shares; 2025Q2: 172,843 shares 172,843 $23.9M 0.05% +26,277 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,051 shares; 2024Q4: 156,017 shares; 2025Q1: 156,135 shares; 2025Q2: 160,179 shares 160,179 $23.6M 0.05% +4,044 Timeline AVSU 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 326,840 shares; 2025Q2: 343,846 shares 343,846 $23.6M 0.05% +17,006 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,788 shares; 2024Q4: 203,798 shares; 2025Q1: 217,172 shares; 2025Q2: 302,382 shares 302,382 $23.4M 0.05% +85,210 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,329 shares; 2024Q4: 289,574 shares; 2025Q1: 816,414 shares; 2025Q2: 780,594 shares 780,594 $23.3M 0.05% -35,820 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,188 shares; 2024Q4: 469,545 shares; 2025Q1: 440,602 shares; 2025Q2: 481,026 shares 481,026 $23.2M 0.05% +40,424 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,492 shares; 2024Q4: 885,333 shares; 2025Q1: 845,529 shares; 2025Q2: 158,560 shares 158,560 $23.2M 0.05% -686,969 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,467 shares; 2024Q4: 80,125 shares; 2025Q1: 85,784 shares; 2025Q2: 101,912 shares 101,912 $23.1M 0.05% +16,128 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,777 shares; 2024Q4: 19,508 shares; 2025Q1: 17,436 shares; 2025Q2: 158,746 shares 158,746 $22.9M 0.05% +141,310 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,635 shares; 2024Q4: 211,602 shares; 2025Q1: 280,356 shares; 2025Q2: 278,264 shares 278,264 $22.4M 0.05% -2,092 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,816 shares; 2024Q4: 86,236 shares; 2025Q1: 117,407 shares; 2025Q2: 122,183 shares 122,183 $22.4M 0.05% +4,776 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,798 shares; 2024Q4: 280,221 shares; 2025Q1: 280,583 shares; 2025Q2: 279,097 shares 279,097 $22.3M 0.05% -1,486 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,373 shares; 2024Q4: 334,486 shares; 2025Q1: 349,397 shares; 2025Q2: 339,231 shares 339,231 $22.1M 0.05% -10,166 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,633 shares; 2024Q4: 237,836 shares; 2025Q1: 584,945 shares; 2025Q2: 667,389 shares 667,389 $21.8M 0.05% +82,444 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,833 shares; 2024Q4: 162,802 shares; 2025Q1: 162,147 shares; 2025Q2: 162,134 shares 162,134 $21.6M 0.05% -13 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,384 shares; 2024Q4: 35,989 shares; 2025Q1: 36,244 shares; 2025Q2: 42,400 shares 42,400 $21.6M 0.05% +6,156 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,963 shares; 2024Q4: 113,405 shares; 2025Q1: 144,131 shares; 2025Q2: 139,482 shares 139,482 $21.5M 0.05% -4,649 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,116 shares; 2024Q4: 18,818 shares; 2025Q1: 18,198 shares; 2025Q2: 18,247 shares 18,247 $21.4M 0.05% +49 QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835,559 shares; 2024Q4: 851,126 shares; 2025Q1: 522,664 shares; 2025Q2: 659,870 shares 659,870 $21.3M 0.05% +137,206 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,883 shares; 2024Q4: 35,734 shares; 2025Q1: 38,393 shares; 2025Q2: 40,230 shares 40,230 $21.3M 0.05% +1,837 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,543 shares; 2024Q4: 92,621 shares; 2025Q1: 76,466 shares; 2025Q2: 77,837 shares 77,837 $21.3M 0.05% +1,371 Timeline RDVI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857,825 shares 857,825 $21.2M 0.05% new Timeline ACLC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 274,944 shares; 2025Q2: 292,951 shares 292,951 $21.2M 0.05% +18,007 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,565 shares; 2024Q4: 88,151 shares; 2025Q1: 94,606 shares; 2025Q2: 100,958 shares 100,958 $21.2M 0.05% +6,352 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,256 shares; 2024Q4: 148,377 shares; 2025Q1: 150,854 shares; 2025Q2: 158,279 shares 158,279 $21.1M 0.05% +7,425 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,146 shares; 2024Q4: 120,122 shares; 2025Q1: 122,969 shares; 2025Q2: 287,436 shares 287,436 $21.1M 0.05% +164,467 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,785 shares; 2024Q4: 925,026 shares; 2025Q1: not reported; 2025Q2: 832,177 shares 832,177 $21M 0.05% new MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,291 shares; 2024Q4: 8,083 shares; 2025Q1: 7,880 shares; 2025Q2: 10,459 shares 10,459 $20.9M 0.05% +2,579 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,435 shares; 2024Q4: 48,658 shares; 2025Q1: 46,836 shares; 2025Q2: 47,189 shares 47,189 $20.8M 0.05% +353 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,359 shares; 2024Q4: 274,175 shares; 2025Q1: 303,851 shares; 2025Q2: 382,228 shares 382,228 $20.8M 0.05% +78,377 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,324 shares; 2024Q4: 165,865 shares; 2025Q1: 130,178 shares; 2025Q2: 216,121 shares 216,121 $20.7M 0.04% +85,943 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,095 shares; 2024Q4: 239,595 shares; 2025Q1: 234,464 shares; 2025Q2: 234,775 shares 234,775 $20.6M 0.04% +311 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,936 shares; 2024Q4: 491,492 shares; 2025Q1: 430,418 shares; 2025Q2: 404,826 shares 404,826 $20.6M 0.04% -25,592 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,438 shares; 2024Q4: 15,675 shares; 2025Q1: 15,743 shares; 2025Q2: 63,741 shares 63,741 $20.6M 0.04% +47,998 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,185 shares; 2024Q4: 23,151 shares; 2025Q1: 52,872 shares; 2025Q2: 73,695 shares 73,695 $20.6M 0.04% +20,823 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,811 shares; 2024Q4: 16,089 shares; 2025Q1: 312,807 shares; 2025Q2: 537,973 shares 537,973 $20.5M 0.04% +225,166 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,774 shares; 2024Q4: 274,479 shares; 2025Q1: 268,543 shares; 2025Q2: 268,513 shares 268,513 $20.4M 0.04% -30 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,518 shares; 2024Q4: 323,655 shares; 2025Q1: 447,569 shares; 2025Q2: 495,350 shares 495,350 $20.1M 0.04% +47,781 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,479 shares; 2024Q4: 395,787 shares; 2025Q1: 394,721 shares; 2025Q2: 442,987 shares 442,987 $20M 0.04% +48,266 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,652 shares; 2024Q4: 203,056 shares; 2025Q1: 198,937 shares; 2025Q2: 249,655 shares 249,655 $20M 0.04% +50,718 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,350 shares; 2024Q4: 37,541 shares; 2025Q1: 37,922 shares; 2025Q2: 38,587 shares 38,587 $19.8M 0.04% +665 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,984 shares; 2025Q1: 110,610 shares; 2025Q2: 116,414 shares 116,414 $19.6M 0.04% +5,804 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,759 shares; 2024Q4: 127,655 shares; 2025Q1: 68,325 shares; 2025Q2: 68,292 shares 68,292 $19.5M 0.04% -33 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,103 shares; 2024Q4: 411,942 shares; 2025Q1: 410,488 shares; 2025Q2: 416,860 shares 416,860 $19.5M 0.04% +6,372 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,357 shares; 2024Q4: 270,641 shares; 2025Q1: 274,170 shares; 2025Q2: 287,017 shares 287,017 $19.5M 0.04% +12,847 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 478,016 shares; 2025Q1: 463,739 shares; 2025Q2: 467,756 shares 467,756 $19.5M 0.04% +4,017 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,984 shares; 2024Q4: 695,040 shares; 2025Q1: 656,600 shares; 2025Q2: 778,630 shares 778,630 $19.4M 0.04% +122,030 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 4,940 shares; 2025Q1: 86,810 shares; 2025Q2: 158,848 shares 158,848 $19.3M 0.04% +72,038 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,114 shares; 2024Q4: 369,116 shares; 2025Q1: 325,036 shares; 2025Q2: 277,853 shares 277,853 $19.2M 0.04% -47,183 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,126 shares; 2024Q4: 458,511 shares; 2025Q1: 463,627 shares; 2025Q2: 476,609 shares 476,609 $19.1M 0.04% +12,982 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,671 shares; 2024Q4: 189,874 shares; 2025Q1: 201,397 shares; 2025Q2: 207,999 shares 207,999 $19M 0.04% +6,602 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,343 shares; 2024Q4: 612,745 shares; 2025Q1: not reported; 2025Q2: 771,761 shares 771,761 $18.7M 0.04% new Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272,132 shares 272,132 $18.6M 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,041 shares; 2024Q4: 242,752 shares; 2025Q1: 233,574 shares; 2025Q2: 218,342 shares 218,342 $18.5M 0.04% -15,232 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,396 shares; 2025Q1: 102,158 shares; 2025Q2: 180,653 shares 180,653 $18.5M 0.04% +78,495 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,820 shares; 2024Q4: 274,065 shares; 2025Q1: 382,061 shares; 2025Q2: 667,556 shares 667,556 $18.5M 0.04% +285,495 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,451 shares; 2024Q4: 613,305 shares; 2025Q1: 712,564 shares; 2025Q2: 724,259 shares 724,259 $18.4M 0.04% +11,695 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,401 shares; 2024Q4: 134,371 shares; 2025Q1: 153,053 shares; 2025Q2: 424,931 shares 424,931 $18.4M 0.04% +271,878 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,012 shares; 2025Q1: 513,503 shares; 2025Q2: 529,934 shares 529,934 $18.3M 0.04% +16,431 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,525 shares; 2024Q4: 242,957 shares; 2025Q1: 247,243 shares; 2025Q2: 245,994 shares 245,994 $18.3M 0.04% -1,249 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,034 shares; 2024Q4: 377,439 shares; 2025Q1: 394,108 shares; 2025Q2: 419,499 shares 419,499 $18.2M 0.04% +25,391 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,803 shares; 2024Q4: 32,501 shares; 2025Q1: 34,639 shares; 2025Q2: 55,376 shares 55,376 $18.1M 0.04% +20,737 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,183 shares; 2024Q4: 80,574 shares; 2025Q1: 44,978 shares; 2025Q2: 46,690 shares 46,690 $18.1M 0.04% +1,712 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,416 shares; 2024Q4: 204,608 shares; 2025Q1: 211,536 shares; 2025Q2: 203,747 shares 203,747 $17.8M 0.04% -7,789 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 15,533 shares; 2025Q1: 14,821 shares; 2025Q2: 14,505 shares 14,505 $17.6M 0.04% -316 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,240 shares; 2024Q4: 56,604 shares; 2025Q1: 52,848 shares; 2025Q2: 71,019 shares 71,019 $17.6M 0.04% +18,171 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,078 shares; 2024Q4: 157,254 shares; 2025Q1: 157,528 shares; 2025Q2: 160,618 shares 160,618 $17.5M 0.04% +3,090 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,781 shares; 2024Q4: 269,064 shares; 2025Q1: 288,722 shares; 2025Q2: 150,528 shares 150,528 $17.4M 0.04% -138,194 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,765 shares; 2024Q4: 479,554 shares; 2025Q1: 495,883 shares; 2025Q2: 434,236 shares 434,236 $17.1M 0.04% -61,647 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,917 shares; 2024Q4: 640,379 shares; 2025Q1: 640,723 shares; 2025Q2: 610,602 shares 610,602 $17.1M 0.04% -30,121 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,528 shares; 2024Q4: 62,981 shares; 2025Q1: 61,406 shares; 2025Q2: 60,637 shares 60,637 $17.1M 0.04% -769 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,801 shares; 2024Q4: 67,843 shares; 2025Q1: 65,508 shares; 2025Q2: 67,833 shares 67,833 $17M 0.04% +2,325 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,417 shares; 2024Q4: 179,636 shares; 2025Q1: 181,190 shares; 2025Q2: 186,206 shares 186,206 $16.9M 0.04% +5,016 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,598 shares; 2024Q4: 241,282 shares; 2025Q1: 36,509 shares; 2025Q2: 232,647 shares 232,647 $16.9M 0.04% +196,138 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209,236 shares; 2024Q4: 60,898 shares; 2025Q1: 80,266 shares; 2025Q2: 83,237 shares 83,237 $16.8M 0.04% +2,971 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,221 shares; 2024Q4: 99,845 shares; 2025Q1: 99,545 shares; 2025Q2: 74,325 shares 74,325 $16.6M 0.04% -25,220 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,465 shares; 2024Q4: 38,189 shares; 2025Q1: 138,878 shares; 2025Q2: 134,779 shares 134,779 $16.6M 0.04% -4,099 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,378 shares; 2024Q4: 172,501 shares; 2025Q1: 187,989 shares; 2025Q2: 203,011 shares 203,011 $16.6M 0.04% +15,022 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,390 shares; 2024Q4: 134,405 shares; 2025Q1: 133,751 shares; 2025Q2: 128,359 shares 128,359 $16.5M 0.04% -5,392 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,688 shares; 2024Q4: 136,144 shares; 2025Q1: 142,666 shares; 2025Q2: 149,248 shares 149,248 $16.5M 0.04% +6,582 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,442 shares; 2024Q4: 601,335 shares; 2025Q1: 938,208 shares; 2025Q2: 955,572 shares 955,572 $16.5M 0.04% +17,364 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,034 shares; 2024Q4: 34,196 shares; 2025Q1: 33,683 shares; 2025Q2: 32,387 shares 32,387 $16.5M 0.04% -1,296 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 15,098 shares; 2025Q1: 15,989 shares; 2025Q2: 15,822 shares 15,822 $16.5M 0.04% -167 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,564 shares; 2024Q4: 61,176 shares; 2025Q1: 62,083 shares; 2025Q2: 52,287 shares 52,287 $16.4M 0.04% -9,796 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,677 shares; 2024Q4: 64,791 shares; 2025Q1: 62,685 shares; 2025Q2: 67,401 shares 67,401 $16.4M 0.04% +4,716 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,167 shares; 2024Q4: 77,578 shares; 2025Q1: 71,577 shares; 2025Q2: 65,622 shares 65,622 $16.3M 0.04% -5,955 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,754 shares; 2024Q4: 171,446 shares; 2025Q1: 162,980 shares; 2025Q2: 174,655 shares 174,655 $16M 0.03% +11,675 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,977 shares; 2024Q4: 533,695 shares; 2025Q1: 444,307 shares; 2025Q2: 443,123 shares 443,123 $15.9M 0.03% -1,184 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,339 shares; 2024Q4: 53,094 shares; 2025Q1: 48,590 shares; 2025Q2: 58,708 shares 58,708 $15.8M 0.03% +10,118 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,315 shares; 2024Q4: 72,226 shares; 2025Q1: 70,890 shares; 2025Q2: 76,157 shares 76,157 $15.8M 0.03% +5,267 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,086 shares; 2024Q4: 115,919 shares; 2025Q1: 116,256 shares; 2025Q2: 116,446 shares 116,446 $15.8M 0.03% +190 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,888 shares; 2024Q4: 133,609 shares; 2025Q1: 157,153 shares; 2025Q2: 159,617 shares 159,617 $15.8M 0.03% +2,464 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,356 shares; 2024Q4: 387,108 shares; 2025Q1: 372,945 shares; 2025Q2: 313,023 shares 313,023 $15.6M 0.03% -59,922 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387,177 shares; 2025Q1: 395,129 shares; 2025Q2: 392,342 shares 392,342 $15.6M 0.03% -2,787 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,259 shares; 2024Q4: 301,777 shares; 2025Q1: 294,387 shares; 2025Q2: 366,197 shares 366,197 $15.5M 0.03% +71,810 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 42,069 shares; 2025Q1: 40,361 shares; 2025Q2: 34,313 shares 34,313 $15.5M 0.03% -6,048 Timeline APPLE INC APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,900 shares; 2025Q2: 75,300 shares 75,300 $15.4M 0.03% +55,400 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,102 shares; 2024Q4: 61,520 shares; 2025Q1: 62,303 shares; 2025Q2: 213,454 shares 213,454 $15.2M 0.03% +151,151 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,562 shares; 2024Q4: 402,579 shares; 2025Q1: 394,313 shares; 2025Q2: 411,888 shares 411,888 $15.2M 0.03% +17,575 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,878 shares; 2024Q4: 234,075 shares; 2025Q1: 263,545 shares; 2025Q2: 268,205 shares 268,205 $15.2M 0.03% +4,660 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,465 shares; 2024Q4: 72,090 shares; 2025Q1: 117,697 shares; 2025Q2: 121,948 shares 121,948 $15.1M 0.03% +4,251 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,573 shares; 2024Q4: 311,838 shares; 2025Q1: 304,532 shares; 2025Q2: 304,092 shares 304,092 $15.1M 0.03% -440 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,216 shares; 2024Q4: 64,485 shares; 2025Q1: 63,967 shares; 2025Q2: 63,331 shares 63,331 $14.8M 0.03% -636 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 50,243 shares; 2025Q1: 48,531 shares; 2025Q2: 61,719 shares 61,719 $14.7M 0.03% +13,188 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,238 shares; 2024Q4: 96,084 shares; 2025Q1: 95,757 shares; 2025Q2: 100,350 shares 100,350 $14.6M 0.03% +4,593 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,224 shares; 2024Q4: 612,170 shares; 2025Q1: 185,855 shares; 2025Q2: 151,933 shares 151,933 $14.6M 0.03% -33,922 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,904 shares; 2024Q4: 22,451 shares; 2025Q1: 24,728 shares; 2025Q2: 25,179 shares 25,179 $14.5M 0.03% +451 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,032 shares; 2024Q4: 100,899 shares; 2025Q1: 101,765 shares; 2025Q2: 101,951 shares 101,951 $14.4M 0.03% +186 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,936 shares; 2024Q4: 225,259 shares; 2025Q1: 1,000,480 shares; 2025Q2: 244,490 shares 244,490 $14.4M 0.03% -755,990 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,041 shares; 2024Q4: 502,133 shares; 2025Q1: 485,542 shares; 2025Q2: 480,348 shares 480,348 $14.3M 0.03% -5,194 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,251 shares; 2024Q4: 111,596 shares; 2025Q1: 108,620 shares; 2025Q2: 91,562 shares 91,562 $14.3M 0.03% -17,058 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,123 shares; 2024Q4: 365,162 shares; 2025Q1: 362,140 shares; 2025Q2: 369,887 shares 369,887 $14.2M 0.03% +7,747 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,418 shares; 2024Q4: 149,587 shares; 2025Q1: 149,104 shares; 2025Q2: 141,373 shares 141,373 $14.1M 0.03% -7,731 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,474 shares; 2024Q4: 467,661 shares; 2025Q1: 486,094 shares; 2025Q2: 309,384 shares 309,384 $14M 0.03% -176,710 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,705 shares; 2024Q4: 185,814 shares; 2025Q1: 189,673 shares; 2025Q2: 198,895 shares 198,895 $14M 0.03% +9,222 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,364 shares; 2024Q4: 96,270 shares; 2025Q1: 100,912 shares; 2025Q2: 284,919 shares 284,919 $13.9M 0.03% +184,007 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,929 shares; 2024Q4: 144,929 shares; 2025Q1: 141,683 shares; 2025Q2: 143,327 shares 143,327 $13.7M 0.03% +1,644 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,487 shares; 2024Q4: 124,688 shares; 2025Q1: 114,050 shares; 2025Q2: 107,440 shares 107,440 $13.6M 0.03% -6,610 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304,002 shares; 2025Q2: 307,010 shares 307,010 $13.6M 0.03% +3,008 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,410 shares; 2024Q4: 187,902 shares; 2025Q1: 171,908 shares; 2025Q2: 175,629 shares 175,629 $13.4M 0.03% +3,721 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,016 shares; 2024Q4: 282,262 shares; 2025Q1: 288,092 shares; 2025Q2: 334,622 shares 334,622 $13.4M 0.03% +46,530 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,351 shares; 2024Q4: 292,773 shares; 2025Q1: 281,031 shares; 2025Q2: 179,897 shares 179,897 $13.4M 0.03% -101,134 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,856 shares; 2024Q4: 513,287 shares; 2025Q1: 507,348 shares; 2025Q2: 502,082 shares 502,082 $13.3M 0.03% -5,266 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,838 shares; 2024Q4: 391,402 shares; 2025Q1: 413,947 shares; 2025Q2: 440,159 shares 440,159 $13.3M 0.03% +26,212 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,527 shares; 2024Q4: 370,709 shares; 2025Q1: 110,199 shares; 2025Q2: 305,992 shares 305,992 $13.3M 0.03% +195,793 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,281 shares; 2024Q4: 670,145 shares; 2025Q1: 657,213 shares; 2025Q2: 657,323 shares 657,323 $13.2M 0.03% +110 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,946 shares; 2024Q4: 186,384 shares; 2025Q1: 202,587 shares; 2025Q2: 223,568 shares 223,568 $13.2M 0.03% +20,981 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,053 shares; 2024Q4: 122,285 shares; 2025Q1: 149,537 shares; 2025Q2: 127,848 shares 127,848 $13.1M 0.03% -21,689 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,607 shares; 2024Q4: 114,130 shares; 2025Q1: 306,127 shares; 2025Q2: 310,752 shares 310,752 $13.1M 0.03% +4,625 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,941 shares; 2024Q4: 43,969 shares; 2025Q1: 40,994 shares; 2025Q2: 123,948 shares 123,948 $13.1M 0.03% +82,954 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228,543 shares; 2025Q1: 253,802 shares; 2025Q2: 260,364 shares 260,364 $13M 0.03% +6,562 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,431 shares; 2024Q4: 614,561 shares; 2025Q1: 618,434 shares; 2025Q2: 620,827 shares 620,827 $12.8M 0.03% +2,393 ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,346 shares; 2024Q4: 106,896 shares; 2025Q1: 112,607 shares; 2025Q2: 116,598 shares 116,598 $12.8M 0.03% +3,991 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,909 shares; 2024Q4: 213,737 shares; 2025Q1: 254,781 shares; 2025Q2: 249,819 shares 249,819 $12.8M 0.03% -4,962 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,664 shares; 2024Q4: 282,674 shares; 2025Q1: 281,896 shares; 2025Q2: 299,625 shares 299,625 $12.7M 0.03% +17,729 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,781 shares; 2024Q4: 102,219 shares; 2025Q1: 97,617 shares; 2025Q2: 105,810 shares 105,810 $12.5M 0.03% +8,193 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,688 shares; 2024Q4: 240,867 shares; 2025Q1: 242,516 shares; 2025Q2: 243,391 shares 243,391 $12.4M 0.03% +875 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,226 shares; 2024Q4: 744,671 shares; 2025Q1: 732,398 shares; 2025Q2: 738,324 shares 738,324 $12.3M 0.03% +5,926 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,149 shares; 2025Q1: 216,832 shares; 2025Q2: 181,177 shares 181,177 $12.2M 0.03% -35,655 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,077 shares; 2024Q4: 418,465 shares; 2025Q1: 677,205 shares; 2025Q2: 717,320 shares 717,320 $12M 0.03% +40,115 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036,542 shares; 2025Q1: 1,036,553 shares; 2025Q2: 1,036,566 shares 1,036,566 $12M 0.03% +13 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,680 shares; 2024Q4: 310,108 shares; 2025Q1: 308,729 shares; 2025Q2: 560,178 shares 560,178 $11.9M 0.03% +251,449 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,350 shares; 2024Q4: 110,623 shares; 2025Q1: 114,480 shares; 2025Q2: 117,975 shares 117,975 $11.8M 0.03% +3,495 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,525 shares; 2024Q4: 130,004 shares; 2025Q1: 156,533 shares; 2025Q2: 139,920 shares 139,920 $11.8M 0.03% -16,613 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,404 shares; 2024Q4: 44,140 shares; 2025Q1: 41,282 shares; 2025Q2: 41,589 shares 41,589 $11.7M 0.03% +307 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,401 shares; 2024Q4: 455,720 shares; 2025Q1: 473,603 shares; 2025Q2: 517,961 shares 517,961 $11.6M 0.03% +44,358 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 7,543 shares; 2025Q1: 22,213 shares; 2025Q2: 15,024 shares 15,024 $11.5M 0.02% -7,189 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,724 shares; 2024Q4: 34,477 shares; 2025Q1: 34,370 shares; 2025Q2: 47,820 shares 47,820 $11.4M 0.02% +13,450 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,668 shares; 2024Q4: 436,880 shares; 2025Q1: 571,020 shares; 2025Q2: 606,794 shares 606,794 $11.3M 0.02% +35,774 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,123 shares; 2024Q4: 204,439 shares; 2025Q1: 204,227 shares; 2025Q2: 204,363 shares 204,363 $11.3M 0.02% +136 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,301 shares; 2024Q4: 188,951 shares; 2025Q1: 183,585 shares; 2025Q2: 178,581 shares 178,581 $11.2M 0.02% -5,004 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,473 shares; 2024Q4: 177,255 shares; 2025Q1: 252,586 shares; 2025Q2: 247,769 shares 247,769 $11.2M 0.02% -4,817 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,093 shares; 2024Q4: 479,789 shares; 2025Q1: 509,473 shares; 2025Q2: 494,096 shares 494,096 $11.2M 0.02% -15,377 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,324 shares; 2024Q4: 22,724 shares; 2025Q1: 23,582 shares; 2025Q2: 52,398 shares 52,398 $11.1M 0.02% +28,816 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,638 shares; 2024Q4: 68,138 shares; 2025Q1: 68,821 shares; 2025Q2: 68,700 shares 68,700 $11.1M 0.02% -121 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,597 shares; 2024Q4: 19,857 shares; 2025Q1: 19,962 shares; 2025Q2: 20,802 shares 20,802 $11.1M 0.02% +840 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,729 shares; 2024Q4: 32,376 shares; 2025Q1: 30,435 shares; 2025Q2: 32,166 shares 32,166 $11M 0.02% +1,731 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 58,156 shares; 2025Q1: 64,052 shares; 2025Q2: 68,886 shares 68,886 $10.9M 0.02% +4,834 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,606 shares; 2024Q4: 223,971 shares; 2025Q1: 201,945 shares; 2025Q2: 192,756 shares 192,756 $10.8M 0.02% -9,189 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,619 shares; 2024Q4: 101,250 shares; 2025Q1: 96,963 shares; 2025Q2: 97,332 shares 97,332 $10.7M 0.02% +369 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345,605 shares; 2025Q1: 348,193 shares; 2025Q2: 364,722 shares 364,722 $10.7M 0.02% +16,529 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,510 shares; 2024Q4: 26,847 shares; 2025Q1: 27,817 shares; 2025Q2: 28,863 shares 28,863 $10.6M 0.02% +1,046 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,660 shares; 2024Q4: 66,952 shares; 2025Q1: 65,035 shares; 2025Q2: 84,849 shares 84,849 $10.6M 0.02% +19,814 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,339 shares; 2025Q1: 51,574 shares; 2025Q2: 112,239 shares 112,239 $10.5M 0.02% +60,665 Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,048 shares; 2024Q4: 692,298 shares; 2025Q1: 798,520 shares; 2025Q2: 805,179 shares 805,179 $10.5M 0.02% +6,659 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,901 shares; 2024Q4: 115,005 shares; 2025Q1: 128,601 shares; 2025Q2: 116,408 shares 116,408 $10.4M 0.02% -12,193 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,233 shares; 2024Q4: 285,494 shares; 2025Q1: 409,461 shares; 2025Q2: 418,318 shares 418,318 $10.4M 0.02% +8,857 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,677 shares; 2024Q4: 401,616 shares; 2025Q1: 278,942 shares; 2025Q2: 207,061 shares 207,061 $10.4M 0.02% -71,881 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,807 shares; 2024Q4: 40,607 shares; 2025Q1: 45,164 shares; 2025Q2: 49,985 shares 49,985 $10.4M 0.02% +4,821 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,443 shares; 2024Q4: 66,730 shares; 2025Q1: 65,871 shares; 2025Q2: 66,241 shares 66,241 $10.4M 0.02% +370 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,321 shares; 2024Q4: 68,154 shares; 2025Q1: 68,011 shares; 2025Q2: 77,998 shares 77,998 $10.2M 0.02% +9,987 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,652 shares; 2024Q4: 225,638 shares; 2025Q1: 194,118 shares; 2025Q2: 94,724 shares 94,724 $10.2M 0.02% -99,394 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,025 shares; 2024Q4: 32,652 shares; 2025Q1: 32,276 shares; 2025Q2: 32,723 shares 32,723 $10.2M 0.02% +447 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,998 shares; 2024Q4: 154,284 shares; 2025Q1: 137,267 shares; 2025Q2: 127,861 shares 127,861 $10.2M 0.02% -9,406 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,469 shares; 2024Q4: 92,780 shares; 2025Q1: 95,788 shares; 2025Q2: 95,867 shares 95,867 $10.1M 0.02% +79 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,011 shares; 2025Q1: 68,485 shares; 2025Q2: 69,944 shares 69,944 $10.1M 0.02% +1,459 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,641 shares; 2024Q4: 583,902 shares; 2025Q1: 496,743 shares; 2025Q2: 507,778 shares 507,778 $9.98M 0.02% +11,035 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,166 shares; 2024Q4: 142,669 shares; 2025Q1: 138,669 shares; 2025Q2: 131,662 shares 131,662 $9.94M 0.02% -7,007 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,311 shares; 2024Q4: 190,254 shares; 2025Q1: 185,846 shares; 2025Q2: 189,869 shares 189,869 $9.94M 0.02% +4,023 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,344 shares; 2024Q4: 67,523 shares; 2025Q1: 68,127 shares; 2025Q2: 72,139 shares 72,139 $9.91M 0.02% +4,012 Timeline