VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,229,430 shares; 2025Q1: 4,458,757 shares; 2025Q2: 4,627,426 shares; 2025Q3: 4,710,363 shares; 2025Q4: 4,852,437 shares 4,852,437 $1.63B 30.72% +142,074 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,687,928 shares; 2025Q1: 6,756,743 shares; 2025Q2: 6,922,513 shares; 2025Q3: 7,176,678 shares; 2025Q4: 7,430,169 shares 7,430,169 $547M 10.32% +253,491 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,385,589 shares; 2025Q1: 1,894,647 shares; 2025Q2: 2,163,590 shares; 2025Q3: 2,393,885 shares; 2025Q4: 2,636,850 shares 2,636,850 $175M 3.31% +242,965 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,694,595 shares; 2025Q1: 5,611,991 shares; 2025Q2: 6,248,801 shares; 2025Q3: 6,334,210 shares; 2025Q4: 6,193,890 shares 6,193,890 $162M 3.07% -140,320 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259,509 shares; 2025Q1: 241,840 shares; 2025Q2: 250,626 shares; 2025Q3: 241,332 shares; 2025Q4: 236,007 shares 236,007 $148M 2.79% -5,325 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,361,114 shares; 2025Q1: 1,391,690 shares; 2025Q2: 1,416,506 shares; 2025Q3: 1,442,415 shares; 2025Q4: 1,479,887 shares 1,479,887 $148M 2.79% +37,472 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,797 shares; 2025Q1: 484,846 shares; 2025Q2: 828,445 shares; 2025Q3: 1,311,580 shares; 2025Q4: 1,713,526 shares 1,713,526 $133M 2.52% +401,946 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,614,666 shares; 2025Q1: 2,479,022 shares; 2025Q2: 2,453,018 shares; 2025Q3: 2,586,621 shares; 2025Q4: 2,708,377 shares 2,708,377 $125M 2.35% +121,756 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,818 shares; 2025Q1: 152,859 shares; 2025Q2: 165,580 shares; 2025Q3: 168,405 shares; 2025Q4: 166,576 shares 166,576 $114M 2.15% -1,829 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 390,846 shares; 2025Q1: 948,805 shares; 2025Q2: 1,476,762 shares; 2025Q3: 1,859,262 shares; 2025Q4: 2,296,981 shares 2,296,981 $98.3M 1.86% +437,719 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,669,149 shares; 2025Q1: 1,292,491 shares; 2025Q2: 1,115,524 shares; 2025Q3: 1,904,518 shares; 2025Q4: 2,821,611 shares 2,821,611 $93.3M 1.76% +917,093 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 637,905 shares; 2025Q1: 641,020 shares; 2025Q2: 647,797 shares; 2025Q3: 632,727 shares; 2025Q4: 630,882 shares 630,882 $67.6M 1.28% -1,845 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 857,056 shares; 2025Q1: 822,813 shares; 2025Q2: 813,228 shares; 2025Q3: 787,744 shares; 2025Q4: 767,457 shares 767,457 $65M 1.23% -20,287 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,456,148 shares; 2025Q1: 2,059,636 shares; 2025Q2: 1,848,757 shares; 2025Q3: 1,705,395 shares; 2025Q4: 1,582,714 shares 1,582,714 $62.7M 1.18% -122,681 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 924,781 shares; 2025Q1: 935,789 shares; 2025Q2: 1,060,998 shares; 2025Q3: 1,184,951 shares; 2025Q4: 1,230,539 shares 1,230,539 $62.1M 1.17% +45,588 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182,848 shares; 2025Q1: 170,567 shares; 2025Q2: 180,826 shares; 2025Q3: 177,478 shares; 2025Q4: 199,170 shares 199,170 $54.1M 1.02% +21,692 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 307,075 shares; 2025Q1: 286,175 shares; 2025Q2: 278,912 shares; 2025Q3: 275,551 shares; 2025Q4: 277,501 shares 277,501 $51.8M 0.98% +1,950 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 394,871 shares; 2025Q1: 385,270 shares; 2025Q2: 371,676 shares; 2025Q3: 352,030 shares; 2025Q4: 344,504 shares 344,504 $51.2M 0.97% -7,526 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230,187 shares; 2025Q1: 200,732 shares; 2025Q2: 197,881 shares; 2025Q3: 193,220 shares; 2025Q4: 188,156 shares 188,156 $47.3M 0.89% -5,064 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,068 shares; 2025Q1: 43,548 shares; 2025Q2: 43,509 shares; 2025Q3: 43,448 shares; 2025Q4: 43,122 shares 43,122 $46.3M 0.87% -326 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 960,484 shares; 2025Q1: 689,995 shares; 2025Q2: 649,117 shares; 2025Q3: 616,049 shares; 2025Q4: 594,386 shares 594,386 $46.1M 0.87% -21,663 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,638,240 shares; 2025Q1: 2,251,240 shares; 2025Q2: 2,113,428 shares; 2025Q3: 1,949,958 shares; 2025Q4: 1,824,710 shares 1,824,710 $43.9M 0.83% -125,248 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,640,474 shares; 2025Q1: 1,358,266 shares; 2025Q2: 1,208,922 shares; 2025Q3: 1,099,760 shares; 2025Q4: 1,012,770 shares 1,012,770 $38.5M 0.73% -86,990 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,767 shares; 2025Q1: 67,091 shares; 2025Q2: 66,817 shares; 2025Q3: 68,760 shares; 2025Q4: 72,163 shares 72,163 $34.9M 0.66% +3,403 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 818,304 shares; 2025Q1: 730,536 shares; 2025Q2: 702,043 shares; 2025Q3: 694,924 shares; 2025Q4: 689,027 shares 689,027 $34.4M 0.65% -5,897 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292,050 shares; 2025Q1: 274,456 shares; 2025Q2: 275,590 shares; 2025Q3: 274,300 shares; 2025Q4: 265,974 shares 265,974 $32.8M 0.62% -8,326 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 532,081 shares; 2025Q1: 518,795 shares; 2025Q2: 511,419 shares; 2025Q3: 499,052 shares; 2025Q4: 481,821 shares 481,821 $31.8M 0.6% -17,231 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 803,480 shares; 2025Q1: 685,274 shares; 2025Q2: 601,814 shares; 2025Q3: 553,247 shares; 2025Q4: 506,055 shares 506,055 $30.1M 0.57% -47,192 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,781 shares; 2025Q1: 93,449 shares; 2025Q2: 93,138 shares; 2025Q3: 89,283 shares; 2025Q4: 88,491 shares 88,491 $27.7M 0.52% -792 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,682 shares; 2025Q1: 55,952 shares; 2025Q2: 61,560 shares; 2025Q3: 60,436 shares; 2025Q4: 55,745 shares 55,745 $27.2M 0.51% -4,691 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,139 shares; 2025Q1: 141,172 shares; 2025Q2: 135,315 shares; 2025Q3: 135,229 shares; 2025Q4: 134,260 shares 134,260 $24.5M 0.46% -969 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773,963 shares; 2025Q1: 711,608 shares; 2025Q2: 706,444 shares; 2025Q3: 684,546 shares; 2025Q4: 674,272 shares 674,272 $24.2M 0.46% -10,274 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550,193 shares; 2025Q1: 544,882 shares; 2025Q2: 545,500 shares; 2025Q3: 527,133 shares; 2025Q4: 513,270 shares 513,270 $24.1M 0.45% -13,863 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,492 shares; 2025Q1: 37,386 shares; 2025Q2: 33,682 shares; 2025Q3: 34,646 shares; 2025Q4: 33,132 shares 33,132 $22.6M 0.43% -1,514 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,829 shares; 2025Q1: 65,974 shares; 2025Q2: 66,287 shares; 2025Q3: 65,767 shares; 2025Q4: 66,469 shares 66,469 $21.4M 0.4% +702 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,696 shares; 2025Q1: 102,936 shares; 2025Q2: 94,858 shares; 2025Q3: 86,836 shares; 2025Q4: 80,411 shares 80,411 $20.7M 0.39% -6,425 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,576 shares; 2025Q1: 51,475 shares; 2025Q2: 50,951 shares; 2025Q3: 50,162 shares; 2025Q4: 49,795 shares 49,795 $19.3M 0.36% -367 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350,393 shares; 2025Q1: 317,759 shares; 2025Q2: 305,521 shares; 2025Q3: 291,075 shares; 2025Q4: 273,380 shares 273,380 $19M 0.36% -17,695 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,704 shares; 2025Q1: 13,256 shares; 2025Q2: 200,671 shares; 2025Q3: 198,170 shares; 2025Q4: 197,815 shares 197,815 $18M 0.34% -355 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,611 shares; 2025Q1: 115,196 shares; 2025Q2: 102,348 shares; 2025Q3: 94,683 shares; 2025Q4: 90,154 shares 90,154 $17.2M 0.33% -4,529 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218,507 shares; 2025Q1: 193,110 shares; 2025Q2: 190,099 shares; 2025Q3: 188,980 shares; 2025Q4: 185,263 shares 185,263 $16.6M 0.31% -3,717 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,110 shares; 2025Q1: 106,105 shares; 2025Q2: 96,971 shares; 2025Q3: 89,309 shares; 2025Q4: 85,209 shares 85,209 $16.3M 0.31% -4,100 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,902 shares; 2025Q1: 140,873 shares; 2025Q2: 138,005 shares; 2025Q3: 129,872 shares; 2025Q4: 128,755 shares 128,755 $15.5M 0.29% -1,117 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,877 shares; 2025Q1: 53,206 shares; 2025Q2: 55,354 shares; 2025Q3: 53,851 shares; 2025Q4: 64,019 shares 64,019 $14.8M 0.28% +10,168 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,852 shares; 2025Q1: 122,652 shares; 2025Q2: 121,192 shares; 2025Q3: 117,373 shares; 2025Q4: 106,403 shares 106,403 $14.6M 0.28% -10,970 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 746,408 shares; 2025Q1: 503,594 shares; 2025Q2: 376,909 shares; 2025Q3: 329,240 shares; 2025Q4: 302,277 shares 302,277 $14.1M 0.27% -26,963 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,061 shares; 2025Q1: 45,979 shares; 2025Q2: 46,702 shares; 2025Q3: 46,481 shares; 2025Q4: 44,440 shares 44,440 $12.9M 0.24% -2,041 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 621,474 shares; 2025Q1: 520,776 shares; 2025Q2: 476,162 shares; 2025Q3: 438,744 shares; 2025Q4: 404,494 shares 404,494 $12.8M 0.24% -34,250 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,932,090 shares 2,932,090 $12.1M 0.23% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,294 shares; 2025Q1: 73,153 shares; 2025Q2: 70,168 shares; 2025Q3: 80,884 shares; 2025Q4: 82,132 shares 82,132 $11.8M 0.22% +1,248 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,637 shares; 2025Q1: 58,656 shares; 2025Q2: 57,428 shares; 2025Q3: 56,397 shares; 2025Q4: 56,577 shares 56,577 $11.7M 0.22% +180 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,979 shares; 2025Q1: 20,724 shares; 2025Q2: 20,689 shares; 2025Q3: 20,407 shares; 2025Q4: 20,310 shares 20,310 $11.6M 0.22% -97 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,388 shares; 2025Q1: 29,984 shares; 2025Q2: 29,969 shares; 2025Q3: 28,744 shares; 2025Q4: 27,347 shares 27,347 $11.5M 0.22% -1,397 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,169 shares; 2025Q1: 145,542 shares; 2025Q2: 151,814 shares; 2025Q3: 150,285 shares; 2025Q4: 145,115 shares 145,115 $11.2M 0.21% -5,170 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,910 shares; 2025Q1: 38,336 shares; 2025Q2: 38,240 shares; 2025Q3: 38,553 shares; 2025Q4: 37,466 shares 37,466 $11.1M 0.21% -1,087 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,008 shares; 2025Q1: 52,924 shares; 2025Q2: 56,862 shares; 2025Q3: 56,770 shares; 2025Q4: 56,601 shares 56,601 $11M 0.21% -169 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,651 shares; 2025Q1: 22,273 shares; 2025Q2: 22,286 shares; 2025Q3: 21,761 shares; 2025Q4: 21,906 shares 21,906 $11M 0.21% +145 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610,873 shares; 2025Q1: 463,493 shares; 2025Q2: 391,459 shares; 2025Q3: 357,697 shares; 2025Q4: 315,520 shares 315,520 $10.9M 0.21% -42,177 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,811 shares; 2025Q1: 49,947 shares; 2025Q2: 50,295 shares; 2025Q3: 49,506 shares; 2025Q4: 49,438 shares 49,438 $10.9M 0.21% -68 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,446 shares; 2025Q1: 80,659 shares; 2025Q2: 80,175 shares; 2025Q3: 77,305 shares; 2025Q4: 77,421 shares 77,421 $10.8M 0.2% +116 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 207,733 shares; 2025Q1: 93,626 shares; 2025Q2: 93,629 shares; 2025Q3: 92,416 shares; 2025Q4: 91,862 shares 91,862 $10.2M 0.19% -554 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,061 shares; 2025Q1: 159,481 shares; 2025Q2: 153,103 shares; 2025Q3: 216,846 shares; 2025Q4: 202,020 shares 202,020 $10.2M 0.19% -14,826 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 342,119 shares; 2025Q1: 269,960 shares; 2025Q2: 242,054 shares; 2025Q3: 244,193 shares; 2025Q4: 283,552 shares 283,552 $9.34M 0.18% +39,359 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202,841 shares; 2025Q1: 192,147 shares; 2025Q2: 185,803 shares; 2025Q3: 183,659 shares; 2025Q4: 172,545 shares 172,545 $9.28M 0.18% -11,114 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,040 shares; 2025Q1: 14,274 shares; 2025Q2: 14,813 shares; 2025Q3: 14,052 shares; 2025Q4: 14,031 shares 14,031 $9.26M 0.17% -21 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,961 shares; 2025Q1: 8,499 shares; 2025Q2: 8,389 shares; 2025Q3: 8,091 shares; 2025Q4: 7,500 shares 7,500 $9.11M 0.17% -591 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143,516 shares; 2025Q1: 149,644 shares; 2025Q2: 151,527 shares; 2025Q3: 148,862 shares; 2025Q4: 153,984 shares 153,984 $8.47M 0.16% +5,122 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,872 shares; 2025Q1: 65,642 shares; 2025Q2: 65,228 shares; 2025Q3: 63,454 shares; 2025Q4: 61,572 shares 61,572 $8.32M 0.16% -1,882 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,069 shares; 2025Q1: 36,211 shares; 2025Q2: 35,363 shares; 2025Q3: 34,514 shares; 2025Q4: 33,651 shares 33,651 $8.12M 0.15% -863 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,633 shares; 2025Q1: 20,466 shares; 2025Q2: 21,084 shares; 2025Q3: 21,175 shares; 2025Q4: 85,978 shares 85,978 $8.1M 0.15% +64,803 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,725 shares; 2025Q1: 19,597 shares; 2025Q2: 23,315 shares; 2025Q3: 23,402 shares; 2025Q4: 23,346 shares 23,346 $8.08M 0.15% -56 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 265,911 shares; 2025Q1: 240,368 shares; 2025Q2: 227,778 shares; 2025Q3: 197,448 shares; 2025Q4: 183,397 shares 183,397 $8.05M 0.15% -14,051 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,921 shares; 2025Q1: 123,858 shares; 2025Q2: 119,435 shares; 2025Q3: 118,532 shares; 2025Q4: 111,115 shares 111,115 $7.47M 0.14% -7,417 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,828 shares; 2025Q1: 90,480 shares; 2025Q2: 87,928 shares; 2025Q3: 77,993 shares; 2025Q4: 77,589 shares 77,589 $7.45M 0.14% -404 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,358 shares; 2025Q1: 14,736 shares; 2025Q2: 15,590 shares; 2025Q3: 15,379 shares; 2025Q4: 15,681 shares 15,681 $7.42M 0.14% +302 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221,519 shares; 2025Q1: 196,861 shares; 2025Q2: 187,627 shares; 2025Q3: 170,391 shares; 2025Q4: 159,199 shares 159,199 $7.39M 0.14% -11,192 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,027 shares; 2025Q1: 21,854 shares; 2025Q2: 22,301 shares; 2025Q3: 23,013 shares; 2025Q4: 23,358 shares 23,358 $7.33M 0.14% +345 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511,356 shares; 2025Q1: 340,783 shares; 2025Q2: 257,910 shares; 2025Q3: 231,937 shares; 2025Q4: 212,873 shares 212,873 $6.97M 0.13% -19,064 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247,548 shares; 2025Q1: 209,982 shares; 2025Q2: 193,837 shares; 2025Q3: 160,919 shares; 2025Q4: 143,013 shares 143,013 $6.72M 0.13% -17,906 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,892 shares; 2025Q1: 8,952 shares; 2025Q2: 8,739 shares; 2025Q3: 8,440 shares; 2025Q4: 8,128 shares 8,128 $6.67M 0.13% -312 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,680 shares; 2025Q1: 10,234 shares; 2025Q2: 10,041 shares; 2025Q3: 9,793 shares; 2025Q4: 10,473 shares 10,473 $6.43M 0.12% +680 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,002 shares; 2025Q1: 49,351 shares; 2025Q2: 48,058 shares; 2025Q3: 40,728 shares; 2025Q4: 41,047 shares 41,047 $6.26M 0.12% +319 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257,413 shares; 2025Q1: 223,477 shares; 2025Q2: 203,284 shares; 2025Q3: 172,365 shares; 2025Q4: 157,735 shares 157,735 $6.17M 0.12% -14,630 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,301 shares; 2025Q1: 97,643 shares; 2025Q2: 142,715 shares; 2025Q3: 133,632 shares; 2025Q4: 123,071 shares 123,071 $6.14M 0.12% -10,561 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,988 shares; 2025Q1: 52,351 shares; 2025Q2: 54,418 shares; 2025Q3: 53,046 shares; 2025Q4: 53,753 shares 53,753 $6.12M 0.12% +707 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,267 shares; 2025Q1: 24,425 shares; 2025Q2: 24,717 shares; 2025Q3: 26,264 shares; 2025Q4: 26,173 shares 26,173 $5.98M 0.11% -91 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,557 shares; 2025Q1: 67,268 shares; 2025Q2: 70,131 shares; 2025Q3: 68,851 shares; 2025Q4: 68,594 shares 68,594 $5.86M 0.11% -257 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,094 shares; 2025Q1: 19,330 shares; 2025Q2: 21,149 shares; 2025Q3: 23,510 shares; 2025Q4: 22,468 shares 22,468 $5.77M 0.11% -1,042 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,730 shares; 2025Q1: 10,575 shares; 2025Q2: 10,536 shares; 2025Q3: 10,299 shares; 2025Q4: 10,043 shares 10,043 $5.73M 0.11% -256 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,666 shares; 2025Q1: 15,074 shares; 2025Q2: 15,067 shares; 2025Q3: 15,109 shares; 2025Q4: 15,237 shares 15,237 $5.64M 0.11% +128 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,502 shares; 2025Q1: 32,943 shares; 2025Q2: 32,654 shares; 2025Q3: 30,053 shares; 2025Q4: 30,499 shares 30,499 $5.59M 0.11% +446 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,316 shares; 2025Q1: 20,421 shares; 2025Q2: 24,139 shares; 2025Q3: 22,709 shares; 2025Q4: 22,097 shares 22,097 $5.36M 0.1% -612 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,234 shares; 2025Q1: 30,113 shares; 2025Q2: 32,229 shares; 2025Q3: 33,084 shares; 2025Q4: 32,628 shares 32,628 $5.31M 0.1% -456 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,220 shares; 2025Q1: 41,997 shares; 2025Q2: 42,369 shares; 2025Q3: 42,487 shares; 2025Q4: 43,792 shares 43,792 $5.27M 0.1% +1,305 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,814 shares; 2025Q1: 14,966 shares; 2025Q2: 14,838 shares; 2025Q3: 14,702 shares; 2025Q4: 14,786 shares 14,786 $5.2M 0.1% +84 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,820 shares; 2025Q1: 53,834 shares; 2025Q2: 53,277 shares; 2025Q3: 52,670 shares; 2025Q4: 49,170 shares 49,170 $5.18M 0.1% -3,500 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,781 shares; 2025Q1: 11,675 shares; 2025Q2: 11,676 shares; 2025Q3: 17,879 shares; 2025Q4: 18,716 shares 18,716 $5.02M 0.09% +837 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,060 shares; 2025Q1: 8,647 shares; 2025Q2: 10,315 shares; 2025Q3: 9,835 shares; 2025Q4: 9,586 shares 9,586 $4.89M 0.09% -249 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,293 shares; 2025Q1: 44,778 shares; 2025Q2: 46,258 shares; 2025Q3: 43,067 shares; 2025Q4: 33,186 shares 33,186 $4.76M 0.09% -9,881 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,003 shares; 2025Q1: 44,639 shares; 2025Q2: 43,368 shares; 2025Q3: 44,207 shares; 2025Q4: 47,939 shares 47,939 $4.73M 0.09% +3,732 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,069 shares; 2025Q1: 32,908 shares; 2025Q2: 32,994 shares; 2025Q3: 32,063 shares; 2025Q4: 31,296 shares 31,296 $4.49M 0.08% -767 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,308 shares; 2025Q1: 7,509 shares; 2025Q2: 8,387 shares; 2025Q3: 8,350 shares; 2025Q4: 9,761 shares 9,761 $4.39M 0.08% +1,411 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,085 shares; 2025Q1: 25,045 shares; 2025Q2: 23,278 shares; 2025Q3: 20,850 shares; 2025Q4: 20,318 shares 20,318 $4.31M 0.08% -532 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,981 shares; 2025Q1: 46,304 shares; 2025Q2: 47,358 shares; 2025Q3: 47,112 shares; 2025Q4: 45,961 shares 45,961 $4.3M 0.08% -1,151 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,349 shares; 2025Q1: 199,652 shares; 2025Q2: 194,071 shares; 2025Q3: 200,175 shares; 2025Q4: 192,004 shares 192,004 $4.28M 0.08% -8,171 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,428 shares; 2025Q1: 85,914 shares; 2025Q2: 83,175 shares; 2025Q3: 100,819 shares; 2025Q4: 77,790 shares 77,790 $4.08M 0.08% -23,029 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,172 shares; 2025Q1: 7,624 shares; 2025Q2: 7,383 shares; 2025Q3: 7,055 shares; 2025Q4: 7,031 shares 7,031 $4.07M 0.08% -24 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,158 shares; 2025Q1: 15,079 shares; 2025Q2: 14,775 shares; 2025Q3: 14,324 shares; 2025Q4: 13,908 shares 13,908 $4.03M 0.08% -416 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,992 shares; 2025Q1: 12,079 shares; 2025Q2: 12,544 shares; 2025Q3: 12,545 shares; 2025Q4: 12,787 shares 12,787 $3.94M 0.07% +242 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,914 shares; 2025Q1: 46,582 shares; 2025Q2: 45,919 shares; 2025Q3: 45,033 shares; 2025Q4: 46,266 shares 46,266 $3.72M 0.07% +1,233 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,277 shares; 2025Q1: 10,182 shares; 2025Q2: 10,462 shares; 2025Q3: 9,857 shares; 2025Q4: 9,661 shares 9,661 $3.61M 0.07% -196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,217 shares; 2025Q1: 4,863 shares; 2025Q2: 4,853 shares; 2025Q3: 4,680 shares; 2025Q4: 4,420 shares 4,420 $3.58M 0.07% -260 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273,909 shares; 2025Q1: 175,310 shares; 2025Q2: 135,214 shares; 2025Q3: 119,623 shares; 2025Q4: 92,211 shares 92,211 $3.5M 0.07% -27,412 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,699 shares; 2025Q1: 84,526 shares; 2025Q2: 83,110 shares; 2025Q3: 86,293 shares; 2025Q4: 82,156 shares 82,156 $3.35M 0.06% -4,137 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,294 shares; 2025Q2: 33,658 shares; 2025Q3: 45,210 shares; 2025Q4: 58,125 shares 58,125 $3.33M 0.06% +12,915 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,176 shares; 2025Q1: 98,680 shares; 2025Q2: 109,080 shares; 2025Q3: 111,840 shares; 2025Q4: 132,123 shares 132,123 $3.2M 0.06% +20,283 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,567 shares; 2025Q1: 181,567 shares; 2025Q2: 181,567 shares; 2025Q3: 181,567 shares; 2025Q4: 177,542 shares 177,542 $3.19M 0.06% -4,025 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,368 shares; 2025Q1: 34,019 shares; 2025Q2: 39,520 shares; 2025Q3: 43,222 shares; 2025Q4: 41,750 shares 41,750 $3.18M 0.06% -1,472 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,279 shares; 2025Q1: 10,042 shares; 2025Q2: 10,180 shares; 2025Q3: 8,483 shares; 2025Q4: 8,904 shares 8,904 $3.12M 0.06% +421 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,540 shares; 2025Q1: 19,560 shares; 2025Q2: 18,617 shares; 2025Q3: 17,646 shares; 2025Q4: 16,890 shares 16,890 $3.11M 0.06% -756 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,912 shares; 2025Q1: 54,813 shares; 2025Q2: 51,000 shares; 2025Q3: 51,635 shares; 2025Q4: 43,562 shares 43,562 $3.05M 0.06% -8,073 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,189 shares; 2025Q1: 89,580 shares; 2025Q2: 87,904 shares; 2025Q3: 85,739 shares; 2025Q4: 81,671 shares 81,671 $2.96M 0.06% -4,068 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,590 shares; 2025Q1: 82,321 shares; 2025Q2: 79,532 shares; 2025Q3: 77,461 shares; 2025Q4: 70,008 shares 70,008 $2.85M 0.05% -7,453 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,820 shares; 2025Q1: 79,155 shares; 2025Q2: 71,608 shares; 2025Q3: 69,156 shares; 2025Q4: 64,864 shares 64,864 $2.81M 0.05% -4,292 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,313 shares; 2025Q1: 13,408 shares; 2025Q2: 13,183 shares; 2025Q3: 13,196 shares; 2025Q4: 23,541 shares 23,541 $2.81M 0.05% +10,345 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,261 shares; 2025Q1: 7,830 shares; 2025Q2: 7,567 shares; 2025Q3: 7,805 shares; 2025Q4: 8,128 shares 8,128 $2.8M 0.05% +323 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,493 shares; 2025Q1: 75,296 shares; 2025Q2: 65,318 shares; 2025Q3: 62,897 shares; 2025Q4: 61,873 shares 61,873 $2.78M 0.05% -1,024 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,181 shares; 2025Q1: 21,413 shares; 2025Q2: 21,944 shares; 2025Q3: 21,900 shares; 2025Q4: 21,909 shares 21,909 $2.75M 0.05% +9 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,829 shares; 2025Q1: 76,069 shares; 2025Q2: 67,432 shares; 2025Q3: 65,266 shares; 2025Q4: 62,302 shares 62,302 $2.72M 0.05% -2,964 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,977 shares; 2025Q1: 32,003 shares; 2025Q2: 32,183 shares; 2025Q3: 24,548 shares; 2025Q4: 27,825 shares 27,825 $2.72M 0.05% +3,277 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,233 shares; 2025Q1: 2,674 shares; 2025Q2: 3,053 shares; 2025Q3: 3,017 shares; 2025Q4: 3,087 shares 3,087 $2.71M 0.05% +70 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,328 shares; 2025Q1: 23,968 shares; 2025Q2: 21,497 shares; 2025Q3: 18,937 shares; 2025Q4: 18,449 shares 18,449 $2.66M 0.05% -488 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,325 shares; 2025Q1: 12,066 shares; 2025Q2: 11,627 shares; 2025Q3: 11,543 shares; 2025Q4: 11,524 shares 11,524 $2.64M 0.05% -19 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,199 shares; 2025Q1: 11,304 shares; 2025Q2: 11,924 shares; 2025Q3: 11,095 shares; 2025Q4: 10,712 shares 10,712 $2.64M 0.05% -383 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,701 shares; 2025Q1: 1,462 shares; 2025Q2: 2,583 shares; 2025Q3: 2,530 shares; 2025Q4: 27,750 shares 27,750 $2.6M 0.05% +25,220 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,998 shares 101,998 $2.5M 0.05% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,032 shares; 2025Q1: 7,989 shares; 2025Q2: 8,036 shares; 2025Q3: 7,786 shares; 2025Q4: 7,109 shares 7,109 $2.49M 0.05% -677 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,050 shares; 2025Q1: 8,435 shares; 2025Q2: 7,848 shares; 2025Q3: 6,551 shares; 2025Q4: 7,082 shares 7,082 $2.48M 0.05% +531 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,020 shares; 2025Q1: 7,921 shares; 2025Q2: 7,946 shares; 2025Q3: 7,973 shares; 2025Q4: 8,063 shares 8,063 $2.46M 0.05% +90 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,255 shares; 2025Q1: 3,394 shares; 2025Q2: 3,252 shares; 2025Q3: 3,005 shares; 2025Q4: 3,180 shares 3,180 $2.45M 0.05% +175 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,480 shares; 2025Q1: 15,861 shares; 2025Q2: 15,722 shares; 2025Q3: 15,721 shares; 2025Q4: 15,312 shares 15,312 $2.45M 0.05% -409 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,268 shares; 2025Q1: 86,685 shares; 2025Q2: 92,175 shares; 2025Q3: 94,031 shares; 2025Q4: 80,882 shares 80,882 $2.44M 0.05% -13,149 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,002 shares; 2025Q4: 15,250 shares 15,250 $2.43M 0.05% -752 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,695 shares; 2025Q1: 16,050 shares; 2025Q2: 15,662 shares; 2025Q3: 15,307 shares; 2025Q4: 18,776 shares 18,776 $2.42M 0.05% +3,469 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,976 shares; 2025Q1: 14,137 shares; 2025Q2: 16,386 shares; 2025Q3: 15,711 shares; 2025Q4: 15,013 shares 15,013 $2.41M 0.05% -698 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,656 shares; 2025Q1: 3,415 shares; 2025Q2: 3,493 shares; 2025Q3: 3,525 shares; 2025Q4: 3,595 shares 3,595 $2.35M 0.04% +70 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,561 shares; 2025Q1: 19,945 shares; 2025Q2: 19,844 shares; 2025Q3: 21,335 shares; 2025Q4: 21,334 shares 21,334 $2.34M 0.04% -1 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,460 shares; 2025Q1: 3,459 shares; 2025Q2: 3,396 shares; 2025Q3: 3,411 shares; 2025Q4: 3,444 shares 3,444 $2.28M 0.04% +33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,619 shares; 2025Q1: 19,325 shares; 2025Q2: 19,136 shares; 2025Q3: 19,236 shares; 2025Q4: 18,624 shares 18,624 $2.18M 0.04% -612 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,571 shares; 2025Q1: 67,014 shares; 2025Q2: 80,382 shares; 2025Q3: 72,990 shares; 2025Q4: 88,511 shares 88,511 $2.15M 0.04% +15,521 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,757 shares; 2025Q1: 19,598 shares; 2025Q2: 19,714 shares; 2025Q3: 19,937 shares; 2025Q4: 18,123 shares 18,123 $2.13M 0.04% -1,814 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,650 shares; 2025Q1: 68,088 shares; 2025Q2: 56,829 shares; 2025Q3: 53,928 shares; 2025Q4: 50,844 shares 50,844 $2.13M 0.04% -3,084 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,824 shares; 2025Q1: 38,543 shares; 2025Q2: 37,659 shares; 2025Q3: 36,156 shares; 2025Q4: 33,268 shares 33,268 $2.12M 0.04% -2,888 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,315 shares; 2025Q1: 22,920 shares; 2025Q2: 22,520 shares; 2025Q3: 22,640 shares; 2025Q4: 22,715 shares 22,715 $2.11M 0.04% +75 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,137 shares; 2025Q1: 30,622 shares; 2025Q2: 30,585 shares; 2025Q3: 29,677 shares; 2025Q4: 27,202 shares 27,202 $2.11M 0.04% -2,475 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,848 shares; 2025Q1: 4,607 shares; 2025Q2: 4,515 shares; 2025Q3: 4,296 shares; 2025Q4: 4,171 shares 4,171 $2.04M 0.04% -125 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,768 shares; 2025Q1: 8,738 shares; 2025Q2: 8,529 shares; 2025Q3: 8,186 shares; 2025Q4: 8,083 shares 8,083 $2.03M 0.04% -103 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,965 shares; 2025Q1: 20,800 shares; 2025Q2: 20,720 shares; 2025Q3: 20,397 shares; 2025Q4: 20,750 shares 20,750 $2M 0.04% +353 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,363 shares; 2025Q1: 12,401 shares; 2025Q2: 12,755 shares; 2025Q3: 13,347 shares; 2025Q4: 12,256 shares 12,256 $1.97M 0.04% -1,091 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,919 shares; 2025Q1: 37,237 shares; 2025Q2: 35,715 shares; 2025Q3: 33,009 shares; 2025Q4: 31,474 shares 31,474 $1.85M 0.03% -1,535 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,586 shares; 2025Q1: 26,165 shares; 2025Q2: 26,067 shares; 2025Q3: 22,838 shares; 2025Q4: 22,772 shares 22,772 $1.83M 0.03% -66 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,815 shares; 2025Q1: 9,815 shares; 2025Q2: 9,901 shares; 2025Q3: 9,750 shares; 2025Q4: 9,970 shares 9,970 $1.73M 0.03% +220 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,721 shares; 2025Q1: 11,664 shares; 2025Q2: 11,682 shares; 2025Q3: 10,878 shares; 2025Q4: 12,490 shares 12,490 $1.72M 0.03% +1,612 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,679 shares; 2025Q1: 21,463 shares; 2025Q2: 22,455 shares; 2025Q3: 22,416 shares; 2025Q4: 21,704 shares 21,704 $1.71M 0.03% -712 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,575 shares; 2025Q1: 4,607 shares; 2025Q2: 4,617 shares; 2025Q3: 4,695 shares; 2025Q4: 4,881 shares 4,881 $1.68M 0.03% +186 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,470 shares; 2025Q1: 44,385 shares; 2025Q2: 40,373 shares; 2025Q3: 39,610 shares; 2025Q4: 36,784 shares 36,784 $1.67M 0.03% -2,826 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,450 shares; 2025Q1: 2,435 shares; 2025Q2: 2,819 shares; 2025Q3: 2,819 shares; 2025Q4: 2,761 shares 2,761 $1.67M 0.03% -58 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,260 shares; 2025Q1: 5,372 shares; 2025Q2: 5,470 shares; 2025Q3: 5,420 shares; 2025Q4: 5,262 shares 5,262 $1.66M 0.03% -158 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,438 shares; 2025Q1: 47,788 shares; 2025Q2: 47,788 shares; 2025Q3: 50,748 shares; 2025Q4: 63,984 shares 63,984 $1.63M 0.03% +13,236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,683 shares; 2025Q1: 12,820 shares; 2025Q2: 12,805 shares; 2025Q3: 12,416 shares; 2025Q4: 12,035 shares 12,035 $1.6M 0.03% -381 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,584 shares; 2025Q1: 4,554 shares; 2025Q2: 4,554 shares; 2025Q3: 4,551 shares; 2025Q4: 4,505 shares 4,505 $1.55M 0.03% -46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,196 shares; 2025Q1: 8,196 shares; 2025Q2: 8,367 shares; 2025Q3: 8,018 shares; 2025Q4: 6,957 shares 6,957 $1.53M 0.03% -1,061 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,993 shares; 2025Q1: 17,074 shares; 2025Q2: 17,729 shares; 2025Q3: 17,139 shares; 2025Q4: 17,283 shares 17,283 $1.51M 0.03% +144 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.03% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,614 shares; 2025Q1: 174,543 shares; 2025Q2: 122,589 shares; 2025Q3: 84,406 shares; 2025Q4: 65,752 shares 65,752 $1.51M 0.03% -18,654 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,329 shares; 2025Q1: 18,451 shares; 2025Q2: 19,001 shares; 2025Q3: 17,477 shares; 2025Q4: 14,647 shares 14,647 $1.47M 0.03% -2,830 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,237 shares; 2025Q1: 4,972 shares; 2025Q2: 4,592 shares; 2025Q3: 5,219 shares; 2025Q4: 10,196 shares 10,196 $1.47M 0.03% +4,977 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,375 shares; 2025Q1: 1,484 shares; 2025Q2: 1,565 shares; 2025Q3: 1,604 shares; 2025Q4: 1,659 shares 1,659 $1.43M 0.03% +55 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,752 shares; 2025Q1: 17,409 shares; 2025Q2: 16,892 shares; 2025Q3: 16,266 shares; 2025Q4: 31,479 shares 31,479 $1.43M 0.03% +15,213 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,084 shares; 2025Q1: 4,692 shares; 2025Q2: 4,698 shares; 2025Q3: 4,630 shares; 2025Q4: 4,335 shares 4,335 $1.4M 0.03% -295 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,736 shares; 2025Q1: 6,053 shares; 2025Q2: 6,476 shares; 2025Q3: 6,235 shares; 2025Q4: 6,603 shares 6,603 $1.39M 0.03% +368 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,334 shares; 2025Q1: 26,209 shares; 2025Q2: 26,000 shares; 2025Q3: 25,596 shares; 2025Q4: 24,993 shares 24,993 $1.35M 0.03% -603 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,794 shares; 2025Q1: 18,536 shares; 2025Q2: 18,458 shares; 2025Q3: 17,903 shares; 2025Q4: 17,042 shares 17,042 $1.35M 0.03% -861 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,511 shares; 2025Q4: 7,702 shares 7,702 $1.31M 0.02% +191 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,237 shares; 2025Q1: 48,382 shares; 2025Q2: 49,836 shares; 2025Q3: 49,951 shares; 2025Q4: 45,966 shares 45,966 $1.29M 0.02% -3,985 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,286 shares; 2025Q1: 37,444 shares; 2025Q2: 35,201 shares; 2025Q3: 32,490 shares; 2025Q4: 31,855 shares 31,855 $1.26M 0.02% -635 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,092 shares; 2025Q1: 16,632 shares; 2025Q2: 17,331 shares; 2025Q3: 20,838 shares; 2025Q4: 21,862 shares 21,862 $1.26M 0.02% +1,024 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,992 shares; 2025Q1: 6,932 shares; 2025Q2: 6,882 shares; 2025Q3: 6,008 shares; 2025Q4: 6,008 shares 6,008 $1.25M 0.02% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,930 shares; 2025Q1: 27,789 shares; 2025Q2: 27,797 shares; 2025Q3: 27,206 shares; 2025Q4: 27,214 shares 27,214 $1.25M 0.02% +8 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,934 shares; 2025Q1: 3,028 shares; 2025Q2: 3,188 shares; 2025Q3: 3,028 shares; 2025Q4: 3,129 shares 3,129 $1.24M 0.02% +101 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,443 shares; 2025Q1: 14,743 shares; 2025Q2: 14,962 shares; 2025Q3: 16,284 shares; 2025Q4: 16,284 shares 16,284 $1.2M 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,483 shares; 2025Q1: 21,998 shares; 2025Q2: 21,662 shares; 2025Q3: 21,614 shares; 2025Q4: 21,549 shares 21,549 $1.18M 0.02% -65 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,936 shares; 2025Q1: 17,990 shares; 2025Q2: 18,094 shares; 2025Q3: 16,427 shares; 2025Q4: 14,778 shares 14,778 $1.17M 0.02% -1,649 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,365 shares; 2025Q1: 9,350 shares; 2025Q2: 9,291 shares; 2025Q3: 9,436 shares; 2025Q4: 9,436 shares 9,436 $1.14M 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,819 shares; 2025Q1: 12,978 shares; 2025Q2: 13,736 shares; 2025Q3: 13,190 shares; 2025Q4: 12,245 shares 12,245 $1.14M 0.02% -945 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,883 shares; 2025Q1: 10,228 shares; 2025Q2: 14,294 shares; 2025Q3: 15,694 shares; 2025Q4: 18,135 shares 18,135 $1.13M 0.02% +2,441 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,493 shares; 2025Q1: 52,489 shares; 2025Q2: 48,918 shares; 2025Q3: 47,092 shares; 2025Q4: 45,057 shares 45,057 $1.12M 0.02% -2,035 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,158 shares; 2025Q1: 13,810 shares; 2025Q2: 13,160 shares; 2025Q3: 12,235 shares; 2025Q4: 10,839 shares 10,839 $1.11M 0.02% -1,396 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,370 shares; 2025Q1: 7,330 shares; 2025Q2: 7,330 shares; 2025Q3: 7,257 shares; 2025Q4: 7,257 shares 7,257 $1.1M 0.02% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,526 shares; 2025Q1: 23,932 shares; 2025Q2: 22,935 shares; 2025Q3: 22,707 shares; 2025Q4: 24,268 shares 24,268 $1.08M 0.02% +1,561 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,674 shares; 2025Q1: 20,157 shares; 2025Q2: 20,015 shares; 2025Q3: 19,977 shares; 2025Q4: 20,182 shares 20,182 $1.07M 0.02% +205 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,481 shares; 2025Q1: 17,481 shares; 2025Q2: 15,713 shares; 2025Q3: 15,063 shares; 2025Q4: 15,877 shares 15,877 $1.05M 0.02% +814 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,026 shares; 2025Q1: 10,041 shares; 2025Q2: 10,451 shares; 2025Q3: 10,444 shares; 2025Q4: 10,444 shares 10,444 $1.04M 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,181 shares; 2025Q1: 12,468 shares; 2025Q2: 12,508 shares; 2025Q3: 13,063 shares; 2025Q4: 12,662 shares 12,662 $1.03M 0.02% -401 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,614 shares; 2025Q1: 35,065 shares; 2025Q2: 32,455 shares; 2025Q3: 24,072 shares; 2025Q4: 23,468 shares 23,468 $1.01M 0.02% -604 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,394 shares; 2025Q1: 4,961 shares; 2025Q2: 4,770 shares; 2025Q3: 4,531 shares; 2025Q4: 4,719 shares 4,719 $1.01M 0.02% +188 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,504 shares; 2025Q1: 12,248 shares; 2025Q2: 12,069 shares; 2025Q3: 11,675 shares; 2025Q4: 23,620 shares 23,620 $1.01M 0.02% +11,945 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,518 shares; 2025Q1: 8,394 shares; 2025Q2: 8,325 shares; 2025Q3: 7,963 shares; 2025Q4: 7,804 shares 7,804 $1.01M 0.02% -159 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,896 shares; 2025Q1: 70,076 shares; 2025Q2: 63,762 shares; 2025Q3: 60,089 shares; 2025Q4: 56,549 shares 56,549 $1M 0.02% -3,540 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,212 shares; 2025Q1: 8,157 shares; 2025Q2: 8,218 shares; 2025Q3: 8,850 shares; 2025Q4: 9,465 shares 9,465 $998K 0.02% +615 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,760 shares; 2025Q1: 9,128 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $992K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,740 shares; 2025Q1: 3,669 shares; 2025Q2: 3,709 shares; 2025Q3: 3,705 shares; 2025Q4: 3,800 shares 3,800 $977K 0.02% +95 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,245 shares; 2025Q1: 3,320 shares; 2025Q2: 2,845 shares; 2025Q3: 3,422 shares; 2025Q4: 2,939 shares 2,939 $970K 0.02% -483 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,157 shares; 2025Q1: 13,237 shares; 2025Q2: 14,772 shares; 2025Q3: 13,849 shares; 2025Q4: 14,927 shares 14,927 $962K 0.02% +1,078 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,864 shares; 2025Q1: 11,469 shares; 2025Q2: 11,535 shares; 2025Q3: 11,196 shares; 2025Q4: 11,160 shares 11,160 $940K 0.02% -36 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,640 shares; 2025Q1: 54,030 shares; 2025Q2: 42,638 shares; 2025Q3: 40,164 shares; 2025Q4: 39,638 shares 39,638 $913K 0.02% -526 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,109 shares; 2025Q1: 5,108 shares; 2025Q2: 5,031 shares; 2025Q3: 4,877 shares; 2025Q4: 5,118 shares 5,118 $909K 0.02% +241 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,059 shares; 2025Q1: 29,059 shares; 2025Q2: 29,059 shares; 2025Q3: 47,326 shares; 2025Q4: 47,326 shares 47,326 $906K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,272 shares; 2025Q1: 25,347 shares; 2025Q2: 25,534 shares; 2025Q3: 31,255 shares; 2025Q4: 33,396 shares 33,396 $905K 0.02% +2,141 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,825 shares; 2025Q1: 3,826 shares; 2025Q2: 3,859 shares; 2025Q3: 4,892 shares; 2025Q4: 5,020 shares 5,020 $890K 0.02% +128 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,193 shares; 2025Q1: 28,936 shares; 2025Q2: 29,651 shares; 2025Q3: 27,192 shares; 2025Q4: 32,563 shares 32,563 $876K 0.02% +5,371 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,697 shares; 2025Q1: 13,720 shares; 2025Q2: 13,674 shares; 2025Q3: 9,834 shares; 2025Q4: 9,834 shares 9,834 $859K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,534 shares; 2025Q1: 10,862 shares; 2025Q2: 10,515 shares; 2025Q3: 9,788 shares; 2025Q4: 9,727 shares 9,727 $859K 0.02% -61 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,388 shares; 2025Q1: 65,440 shares; 2025Q2: 67,154 shares; 2025Q3: 66,862 shares; 2025Q4: 64,709 shares 64,709 $849K 0.02% -2,153 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,552 shares; 2025Q1: 7,947 shares; 2025Q2: 7,912 shares; 2025Q3: 7,912 shares; 2025Q4: 7,796 shares 7,796 $845K 0.02% -116 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,260 shares; 2025Q1: 2,144 shares; 2025Q2: 2,146 shares; 2025Q3: 2,102 shares; 2025Q4: 2,203 shares 2,203 $844K 0.02% +101 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,238 shares; 2025Q1: 2,495 shares; 2025Q2: 2,618 shares; 2025Q3: 2,687 shares; 2025Q4: 2,729 shares 2,729 $829K 0.02% +42 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,365 shares; 2025Q1: 2,435 shares; 2025Q2: 2,433 shares; 2025Q3: 2,343 shares; 2025Q4: 5,346 shares 5,346 $824K 0.02% +3,003 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,182 shares; 2025Q1: 4,280 shares; 2025Q2: 4,042 shares; 2025Q3: 4,011 shares; 2025Q4: 4,170 shares 4,170 $814K 0.02% +159 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,624 shares; 2025Q1: 7,143 shares; 2025Q2: 7,143 shares; 2025Q3: 7,184 shares; 2025Q4: 10,141 shares 10,141 $814K 0.02% +2,957 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 4,625 shares; 2025Q2: 5,026 shares; 2025Q3: 3,778 shares; 2025Q4: 3,834 shares 3,834 $800K 0.02% +56 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,319 shares; 2025Q1: 2,443 shares; 2025Q2: 2,387 shares; 2025Q3: 2,244 shares; 2025Q4: 2,347 shares 2,347 $790K 0.01% +103 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,573 shares; 2025Q1: 4,340 shares; 2025Q2: 4,340 shares; 2025Q3: 4,284 shares; 2025Q4: 4,271 shares 4,271 $777K 0.01% -13 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,816 shares; 2025Q1: 12,561 shares; 2025Q2: 12,022 shares; 2025Q3: 11,031 shares; 2025Q4: 15,677 shares 15,677 $771K 0.01% +4,646 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,056 shares; 2025Q1: 10,049 shares; 2025Q2: 10,053 shares; 2025Q3: 10,034 shares; 2025Q4: 9,931 shares 9,931 $768K 0.01% -103 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,796 shares; 2025Q1: 13,799 shares; 2025Q2: 13,801 shares; 2025Q3: 13,803 shares; 2025Q4: 14,608 shares 14,608 $765K 0.01% +805 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,737 shares; 2025Q1: 12,540 shares; 2025Q2: 14,211 shares; 2025Q3: 13,656 shares; 2025Q4: 13,863 shares 13,863 $759K 0.01% +207 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,643 shares; 2025Q3: 26,988 shares; 2025Q4: 32,337 shares 32,337 $757K 0.01% +5,349 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,897 shares; 2025Q1: 26,383 shares; 2025Q2: 22,012 shares; 2025Q3: 20,723 shares; 2025Q4: 20,151 shares 20,151 $744K 0.01% -572 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,248 shares; 2025Q1: 2,316 shares; 2025Q2: 2,301 shares; 2025Q3: 2,291 shares; 2025Q4: 2,520 shares 2,520 $740K 0.01% +229 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,100 shares; 2025Q3: 12,587 shares; 2025Q4: 12,431 shares 12,431 $737K 0.01% -156 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,866 shares; 2025Q1: 24,463 shares; 2025Q2: 22,241 shares; 2025Q3: 20,185 shares; 2025Q4: 17,162 shares 17,162 $717K 0.01% -3,023 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,337 shares; 2025Q1: 2,061 shares; 2025Q2: 2,070 shares; 2025Q3: 2,345 shares; 2025Q4: 2,181 shares 2,181 $714K 0.01% -164 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,383 shares; 2025Q1: 21,421 shares; 2025Q2: 20,653 shares; 2025Q3: 21,246 shares; 2025Q4: 10,535 shares 10,535 $708K 0.01% -10,711 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,712 shares; 2025Q1: 21,712 shares; 2025Q2: 21,712 shares; 2025Q3: 21,712 shares; 2025Q4: 21,712 shares 21,712 $696K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,204 shares 3,204 $696K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,286 shares; 2025Q1: 9,476 shares; 2025Q2: 9,476 shares; 2025Q3: 9,286 shares; 2025Q4: 9,286 shares 9,286 $684K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,998 shares; 2025Q1: 10,479 shares; 2025Q2: 10,180 shares; 2025Q3: 11,968 shares; 2025Q4: 13,614 shares 13,614 $676K 0.01% +1,646 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,875 shares; 2025Q1: 11,822 shares; 2025Q2: 11,822 shares; 2025Q3: 11,758 shares; 2025Q4: 11,758 shares 11,758 $671K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,245 shares; 2025Q1: 3,054 shares; 2025Q2: 3,017 shares; 2025Q3: 2,926 shares; 2025Q4: 2,714 shares 2,714 $668K 0.01% -212 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,641 shares; 2025Q1: 1,608 shares; 2025Q2: 1,666 shares; 2025Q3: 2,211 shares; 2025Q4: 2,295 shares 2,295 $663K 0.01% +84 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,021 shares; 2025Q1: 7,154 shares; 2025Q2: 7,171 shares; 2025Q3: 7,341 shares; 2025Q4: 14,683 shares 14,683 $656K 0.01% +7,342 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,668 shares; 2025Q1: 9,846 shares; 2025Q2: 9,959 shares; 2025Q3: 9,378 shares; 2025Q4: 8,853 shares 8,853 $652K 0.01% -525 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,877 shares; 2025Q1: 6,601 shares; 2025Q2: 6,678 shares; 2025Q3: 8,793 shares; 2025Q4: 8,948 shares 8,948 $649K 0.01% +155 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,196 shares; 2025Q1: 5,000 shares; 2025Q2: 4,797 shares; 2025Q3: 5,446 shares; 2025Q4: 5,711 shares 5,711 $641K 0.01% +265 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,003 shares; 2025Q1: 2,076 shares; 2025Q2: 2,106 shares; 2025Q3: 1,915 shares; 2025Q4: 2,007 shares 2,007 $639K 0.01% +92 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,672 shares; 2025Q1: 7,672 shares; 2025Q2: 7,672 shares; 2025Q3: 7,672 shares; 2025Q4: 7,672 shares 7,672 $639K 0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,914 shares; 2025Q1: 6,281 shares; 2025Q2: 6,201 shares; 2025Q3: 6,201 shares; 2025Q4: 6,878 shares 6,878 $629K 0.01% +677 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,707 shares; 2025Q1: 5,956 shares; 2025Q2: 6,088 shares; 2025Q3: 6,132 shares; 2025Q4: 5,525 shares 5,525 $624K 0.01% -607 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,150 shares; 2025Q1: 3,984 shares; 2025Q2: 3,802 shares; 2025Q3: 4,052 shares; 2025Q4: 3,923 shares 3,923 $607K 0.01% -129 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,866 shares; 2025Q1: 15,562 shares; 2025Q2: 10,125 shares; 2025Q3: 10,081 shares; 2025Q4: 11,290 shares 11,290 $602K 0.01% +1,209 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,045 shares; 2025Q1: 3,981 shares; 2025Q2: 3,914 shares; 2025Q3: 3,675 shares; 2025Q4: 3,704 shares 3,704 $602K 0.01% +29 Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,501 shares; 2025Q1: 31,501 shares; 2025Q2: 31,501 shares; 2025Q3: 31,501 shares; 2025Q4: 31,501 shares 31,501 $600K 0.01% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,356 shares; 2025Q1: 3,408 shares; 2025Q2: 3,399 shares; 2025Q3: 3,394 shares; 2025Q4: 3,347 shares 3,347 $596K 0.01% -47 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,684 shares; 2025Q1: 22,684 shares; 2025Q2: 22,684 shares; 2025Q3: 22,684 shares; 2025Q4: 22,684 shares 22,684 $593K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,045 shares; 2025Q1: 1,133 shares; 2025Q2: 1,178 shares; 2025Q3: 1,137 shares; 2025Q4: 1,216 shares 1,216 $588K 0.01% +79 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,308 shares; 2025Q1: 5,269 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares 1,209 $581K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,346 shares; 2025Q2: 6,346 shares; 2025Q3: 6,346 shares; 2025Q4: 6,346 shares 6,346 $580K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 492 shares; 2025Q1: 561 shares; 2025Q2: 579 shares; 2025Q3: 520 shares; 2025Q4: 527 shares 527 $564K 0.01% +7 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,348 shares; 2025Q1: 3,908 shares; 2025Q2: 3,878 shares; 2025Q3: 3,746 shares; 2025Q4: 3,648 shares 3,648 $562K 0.01% -98 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,886 shares; 2025Q1: 21,886 shares; 2025Q2: 21,886 shares; 2025Q3: 21,886 shares; 2025Q4: 21,886 shares 21,886 $552K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 2,667 shares; 2025Q3: 2,909 shares; 2025Q4: 3,232 shares 3,232 $543K 0.01% +323 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,917 shares; 2025Q1: 6,633 shares; 2025Q2: 6,456 shares; 2025Q3: 5,461 shares; 2025Q4: 5,394 shares 5,394 $535K 0.01% -67 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,120 shares; 2025Q1: 4,165 shares; 2025Q2: 3,313 shares; 2025Q3: 3,094 shares; 2025Q4: 3,126 shares 3,126 $535K 0.01% +32 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,050 shares; 2025Q1: 5,028 shares; 2025Q2: 5,028 shares; 2025Q3: 5,006 shares; 2025Q4: 5,305 shares 5,305 $530K 0.01% +299 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 2,227 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares 2,114 $529K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,402 shares; 2025Q1: 21,555 shares; 2025Q2: 20,117 shares; 2025Q3: 18,237 shares; 2025Q4: 17,679 shares 17,679 $528K 0.01% -558 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,751 shares; 2025Q4: 17,595 shares 17,595 $522K 0.01% +7,844 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,862 shares; 2025Q1: 2,929 shares; 2025Q2: 3,002 shares; 2025Q3: 2,930 shares; 2025Q4: 3,051 shares 3,051 $511K 0.01% +121 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,019 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,008 shares 2,008 $508K 0.01% -11 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,526 shares; 2025Q1: 7,439 shares; 2025Q2: 7,005 shares; 2025Q3: 6,812 shares; 2025Q4: 6,883 shares 6,883 $506K 0.01% +71 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,220 shares; 2025Q4: 7,063 shares 7,063 $504K 0.01% +843 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 636 shares; 2025Q3: 644 shares; 2025Q4: 668 shares 668 $504K 0.01% +24 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,561 shares; 2025Q1: not reported; 2025Q2: 1,439 shares; 2025Q3: 1,420 shares; 2025Q4: 1,607 shares 1,607 $502K 0.01% +187 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,805 shares; 2025Q1: 11,481 shares; 2025Q2: 11,481 shares; 2025Q3: 11,481 shares; 2025Q4: 11,481 shares 11,481 $499K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares 3,475 $498K 0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 5,994 shares; 2025Q2: 5,994 shares; 2025Q3: 5,994 shares; 2025Q4: 5,389 shares 5,389 $497K 0.01% -605 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,199 shares; 2025Q1: 11,109 shares; 2025Q2: 11,109 shares; 2025Q3: 11,093 shares; 2025Q4: 11,079 shares 11,079 $493K 0.01% -14 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,880 shares; 2025Q1: 22,109 shares; 2025Q2: 20,237 shares; 2025Q3: 14,145 shares; 2025Q4: 14,145 shares 14,145 $493K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,048 shares; 2025Q1: 3,271 shares; 2025Q2: 3,412 shares; 2025Q3: 3,517 shares; 2025Q4: 3,187 shares 3,187 $490K 0.01% -330 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,878 shares; 2025Q1: 5,906 shares; 2025Q2: 5,142 shares; 2025Q3: 4,869 shares; 2025Q4: 6,597 shares 6,597 $489K 0.01% +1,728 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,163 shares; 2025Q1: 7,272 shares; 2025Q2: 7,344 shares; 2025Q3: 7,243 shares; 2025Q4: 7,243 shares 7,243 $488K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,060 shares; 2025Q1: 8,258 shares; 2025Q2: 8,271 shares; 2025Q3: 5,740 shares; 2025Q4: 4,633 shares 4,633 $487K 0.01% -1,107 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,974 shares; 2025Q1: 2,030 shares; 2025Q2: 1,910 shares; 2025Q3: 1,556 shares; 2025Q4: 1,754 shares 1,754 $476K 0.01% +198 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,064 shares; 2025Q1: 18,697 shares; 2025Q2: 17,624 shares; 2025Q3: 13,317 shares; 2025Q4: 13,317 shares 13,317 $468K 0.01% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,331 shares; 2025Q1: 5,331 shares; 2025Q2: 5,331 shares; 2025Q3: 5,317 shares; 2025Q4: 5,317 shares 5,317 $462K 0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,319 shares; 2025Q1: 6,102 shares; 2025Q2: 6,102 shares; 2025Q3: 6,102 shares; 2025Q4: 6,103 shares 6,103 $460K 0.01% +1 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,119 shares; 2025Q1: 12,925 shares; 2025Q2: 12,300 shares; 2025Q3: 10,317 shares; 2025Q4: 10,012 shares 10,012 $458K 0.01% -305 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,471 shares; 2025Q1: 1,808 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,689 shares 1,689 $455K 0.01% -119 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,409 shares; 2025Q1: 10,425 shares; 2025Q2: 10,440 shares; 2025Q3: 10,455 shares; 2025Q4: 10,606 shares 10,606 $453K 0.01% +151 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,706 shares; 2025Q1: 11,598 shares; 2025Q2: 11,214 shares; 2025Q3: 10,498 shares; 2025Q4: 10,183 shares 10,183 $452K 0.01% -315 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,866 shares; 2025Q1: 9,932 shares; 2025Q2: 10,350 shares; 2025Q3: 8,848 shares; 2025Q4: 9,429 shares 9,429 $451K 0.01% +581 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,693 shares; 2025Q1: 17,177 shares; 2025Q2: 12,951 shares; 2025Q3: 10,836 shares; 2025Q4: 10,836 shares 10,836 $449K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,663 shares; 2025Q3: 1,052 shares; 2025Q4: 1,083 shares 1,083 $447K 0.01% +31 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,341 shares; 2025Q1: 2,293 shares; 2025Q2: 2,293 shares; 2025Q3: 2,460 shares; 2025Q4: 2,228 shares 2,228 $442K 0.01% -232 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,771 shares; 2025Q1: not reported; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 986 shares 986 $438K 0.01% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,160 shares; 2025Q1: 7,776 shares; 2025Q2: 7,804 shares; 2025Q3: 7,869 shares; 2025Q4: 7,448 shares 7,448 $436K 0.01% -421 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,828 shares; 2025Q1: 13,985 shares; 2025Q2: 13,708 shares; 2025Q3: 9,131 shares; 2025Q4: 9,092 shares 9,092 $435K 0.01% -39 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,902 shares; 2025Q1: 14,322 shares; 2025Q2: 14,396 shares; 2025Q3: 14,406 shares; 2025Q4: 15,608 shares 15,608 $429K 0.01% +1,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,248 shares; 2025Q1: 2,404 shares; 2025Q2: 2,427 shares; 2025Q3: 2,427 shares; 2025Q4: 2,280 shares 2,280 $420K 0.01% -147 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,509 shares; 2025Q1: 3,509 shares; 2025Q2: 3,509 shares; 2025Q3: 5,538 shares; 2025Q4: 5,538 shares 5,538 $411K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,832 shares; 2025Q1: 10,438 shares; 2025Q2: 10,453 shares; 2025Q3: 10,453 shares; 2025Q4: 10,453 shares 10,453 $401K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,572 shares; 2025Q1: 3,609 shares; 2025Q2: 3,410 shares; 2025Q3: 3,084 shares; 2025Q4: 3,084 shares 3,084 $398K 0.01% 0 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,864 shares; 2025Q1: 27,941 shares; 2025Q2: 19,584 shares; 2025Q3: 13,407 shares; 2025Q4: 12,775 shares 12,775 $394K 0.01% -632 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,467 shares; 2025Q1: 8,748 shares; 2025Q2: 8,748 shares; 2025Q3: 8,467 shares; 2025Q4: 8,467 shares 8,467 $390K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,133 shares; 2025Q3: 1,696 shares; 2025Q4: 1,934 shares 1,934 $386K 0.01% +238 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,088 shares; 2025Q3: 3,088 shares; 2025Q4: 3,088 shares 3,088 $385K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,316 shares; 2025Q2: 4,330 shares; 2025Q3: 4,323 shares; 2025Q4: 4,277 shares 4,277 $385K 0.01% -46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,435 shares; 2025Q1: 8,435 shares; 2025Q2: 8,339 shares; 2025Q3: 8,375 shares; 2025Q4: 8,234 shares 8,234 $383K 0.01% -141 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,072 shares; 2025Q1: 12,721 shares; 2025Q2: 10,990 shares; 2025Q3: 10,199 shares; 2025Q4: 10,146 shares 10,146 $380K 0.01% -53 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,387 shares; 2025Q1: 1,385 shares; 2025Q2: 1,299 shares; 2025Q3: 1,261 shares; 2025Q4: 1,324 shares 1,324 $378K 0.01% +63 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,986 shares; 2025Q1: 10,326 shares; 2025Q2: 7,066 shares; 2025Q3: 6,793 shares; 2025Q4: 6,594 shares 6,594 $376K 0.01% -199 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,464 shares; 2025Q1: 4,792 shares; 2025Q2: 4,994 shares; 2025Q3: 6,296 shares; 2025Q4: 6,233 shares 6,233 $375K 0.01% -63 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,754 shares 13,754 $364K 0.01% new Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,493 shares 16,493 $364K 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,625 shares; 2025Q1: 5,625 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $358K 0.01% 0 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,219 shares; 2025Q1: 17,182 shares; 2025Q2: 15,891 shares; 2025Q3: 11,289 shares; 2025Q4: 11,289 shares 11,289 $358K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,603 shares; 2025Q1: 6,358 shares; 2025Q2: 9,553 shares; 2025Q3: 5,158 shares; 2025Q4: 5,611 shares 5,611 $357K 0.01% +453 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,624 shares; 2025Q2: 17,624 shares; 2025Q3: 20,664 shares; 2025Q4: 20,035 shares 20,035 $357K 0.01% -629 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,836 shares; 2025Q1: 1,469 shares; 2025Q2: 1,471 shares; 2025Q3: 1,493 shares; 2025Q4: 1,053 shares 1,053 $356K 0.01% -440 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,700 shares; 2025Q1: 1,405 shares; 2025Q2: 1,590 shares; 2025Q3: 1,374 shares; 2025Q4: 1,334 shares 1,334 $353K 0.01% -40 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,613 shares; 2025Q1: 1,333 shares; 2025Q2: 1,318 shares; 2025Q3: 1,334 shares; 2025Q4: 1,653 shares 1,653 $350K 0.01% +319 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 2,868 shares 2,868 $343K 0.01% +1,030 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,360 shares; 2025Q3: 2,396 shares; 2025Q4: 2,939 shares 2,939 $343K 0.01% +543 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,937 shares; 2025Q1: 15,027 shares; 2025Q2: 14,199 shares; 2025Q3: 14,280 shares; 2025Q4: 14,384 shares 14,384 $341K 0.01% +104 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,937 shares; 2025Q1: 12,848 shares; 2025Q2: 11,945 shares; 2025Q3: 10,107 shares; 2025Q4: 10,107 shares 10,107 $339K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,007 shares; 2025Q1: 5,442 shares; 2025Q2: 4,553 shares; 2025Q3: 4,542 shares; 2025Q4: 4,542 shares 4,542 $337K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,691 shares; 2025Q1: 12,921 shares; 2025Q2: 12,691 shares; 2025Q3: 12,491 shares; 2025Q4: 11,791 shares 11,791 $336K 0.01% -700 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,761 shares; 2025Q1: 3,461 shares; 2025Q2: 3,370 shares; 2025Q3: 3,658 shares; 2025Q4: 3,310 shares 3,310 $334K 0.01% -348 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,499 shares; 2025Q4: 3,499 shares 3,499 $329K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,829 shares; 2025Q3: 2,940 shares; 2025Q4: 3,289 shares 3,289 $329K 0.01% +349 Timeline FCAP FIRST CAP INC More: the full row for FIRST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,532 shares; 2025Q3: 5,532 shares; 2025Q4: 5,532 shares 5,532 $327K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,568 shares; 2025Q1: 5,386 shares; 2025Q2: 5,601 shares; 2025Q3: 5,476 shares; 2025Q4: 5,769 shares 5,769 $325K 0.01% +293 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139 shares 1,139 $325K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,009 shares; 2025Q1: 1,006 shares; 2025Q2: 1,018 shares; 2025Q3: 994 shares; 2025Q4: 1,030 shares 1,030 $320K 0.01% +36 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,072 shares; 2025Q1: 2,072 shares; 2025Q2: 2,051 shares; 2025Q3: 1,909 shares; 2025Q4: 1,948 shares 1,948 $318K 0.01% +39 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,694 shares; 2025Q1: 6,654 shares; 2025Q2: 6,654 shares; 2025Q3: 6,581 shares; 2025Q4: 6,581 shares 6,581 $314K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 799 shares; 2025Q3: 888 shares; 2025Q4: 883 shares 883 $312K 0.01% -5 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,430 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares 4,300 $308K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,700 shares; 2025Q1: 12,617 shares; 2025Q2: 12,399 shares; 2025Q3: 9,091 shares; 2025Q4: 8,797 shares 8,797 $306K 0.01% -294 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: 2,473 shares 2,473 $304K 0.01% +283 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,225 shares; 2025Q1: 18,548 shares; 2025Q2: 12,892 shares; 2025Q3: 12,913 shares; 2025Q4: 12,977 shares 12,977 $303K 0.01% +64 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,248 shares; 2025Q1: not reported; 2025Q2: 2,418 shares; 2025Q3: 2,753 shares; 2025Q4: 2,815 shares 2,815 $301K 0.01% +62 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,028 shares; 2025Q1: 12,680 shares; 2025Q2: 12,727 shares; 2025Q3: 12,616 shares; 2025Q4: 12,301 shares 12,301 $295K 0.01% -315 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,076 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares; 2025Q4: 4,076 shares 4,076 $295K 0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,089 shares; 2025Q4: 2,233 shares 2,233 $295K 0.01% +144 Timeline EQBK EQUITY BANCSHARES INC More: the full row for EQUITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,584 shares; 2025Q1: 6,584 shares; 2025Q2: 6,584 shares; 2025Q3: 6,584 shares; 2025Q4: 6,584 shares 6,584 $294K 0.01% 0 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,466 shares; 2025Q1: 19,986 shares; 2025Q2: 12,140 shares; 2025Q3: 8,501 shares; 2025Q4: 8,040 shares 8,040 $291K 0.01% -461 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,318 shares; 2025Q1: 2,429 shares; 2025Q2: 2,414 shares; 2025Q3: 2,396 shares; 2025Q4: 2,502 shares 2,502 $288K 0.01% +106 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,729 shares 8,729 $288K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,423 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,376 shares 1,376 $288K 0.01% -2 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,980 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 2,977 shares; 2025Q4: 2,902 shares 2,902 $281K 0.01% -75 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,690 shares 4,690 $281K 0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 744 shares; 2025Q3: 756 shares; 2025Q4: 596 shares 596 $279K 0.01% -160 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,213 shares; 2025Q2: not reported; 2025Q3: 4,213 shares; 2025Q4: 6,013 shares 6,013 $277K 0.01% +1,800 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,791 shares 1,791 $273K 0.01% 0 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares; 2025Q4: 2,079 shares 2,079 $272K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,287 shares; 2025Q1: 3,604 shares; 2025Q2: 3,506 shares; 2025Q3: 3,305 shares; 2025Q4: 3,266 shares 3,266 $268K 0.01% -39 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,736 shares; 2025Q1: 2,926 shares; 2025Q2: 2,628 shares; 2025Q3: 2,101 shares; 2025Q4: 1,932 shares 1,932 $266K 0.01% -169 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,937 shares; 2025Q3: 7,957 shares; 2025Q4: 7,979 shares 7,979 $262K <0.01% +22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,389 shares; 2025Q1: 6,084 shares; 2025Q2: 6,321 shares; 2025Q3: 5,948 shares; 2025Q4: 4,841 shares 4,841 $261K <0.01% -1,107 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,524 shares; 2025Q3: 23,079 shares; 2025Q4: 5,091 shares 5,091 $259K <0.01% -17,988 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,196 shares; 2025Q1: 3,334 shares; 2025Q2: 3,084 shares; 2025Q3: 2,981 shares; 2025Q4: 2,903 shares 2,903 $257K <0.01% -78 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,086 shares; 2025Q2: 2,088 shares; 2025Q3: 2,006 shares; 2025Q4: 2,001 shares 2,001 $255K <0.01% -5 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,538 shares 5,538 $254K <0.01% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,427 shares; 2025Q4: 5,427 shares 5,427 $253K <0.01% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,328 shares; 2025Q1: not reported; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares 2,328 $248K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,055 shares; 2025Q1: 7,055 shares; 2025Q2: 7,074 shares; 2025Q3: 7,070 shares; 2025Q4: 7,070 shares 7,070 $248K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,255 shares; 2025Q1: 16,362 shares; 2025Q2: 16,286 shares; 2025Q3: 15,494 shares; 2025Q4: 15,409 shares 15,409 $241K <0.01% -85 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,207 shares; 2025Q1: 3,462 shares; 2025Q2: 3,293 shares; 2025Q3: 2,432 shares; 2025Q4: 2,491 shares 2,491 $239K <0.01% +59 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 1,040 shares; 2025Q4: 1,057 shares 1,057 $239K <0.01% +17 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 783 shares; 2025Q4: 783 shares 783 $236K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,568 shares 3,568 $233K <0.01% new Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares 1,182 $233K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares 1,592 $228K <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,448 shares; 2025Q2: 1,600 shares; 2025Q3: 592 shares; 2025Q4: 502 shares 502 $228K <0.01% -90 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,373 shares; 2025Q2: 14,473 shares; 2025Q3: 11,487 shares; 2025Q4: 11,523 shares 11,523 $227K <0.01% +36 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,100 shares 3,100 $225K <0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,062 shares; 2025Q1: 14,584 shares; 2025Q2: 14,161 shares; 2025Q3: 12,306 shares; 2025Q4: 12,914 shares 12,914 $224K <0.01% +608 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,181 shares 3,181 $221K <0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,667 shares; 2025Q3: 2,656 shares; 2025Q4: 2,694 shares 2,694 $220K <0.01% +38 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,115 shares; 2025Q1: 3,222 shares; 2025Q2: not reported; 2025Q3: 2,354 shares; 2025Q4: 2,404 shares 2,404 $219K <0.01% +50 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $217K <0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,814 shares; 2025Q1: 3,765 shares; 2025Q2: 4,185 shares; 2025Q3: 4,814 shares; 2025Q4: 4,996 shares 4,996 $216K <0.01% +182 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,737 shares; 2025Q3: 1,786 shares; 2025Q4: 833 shares 833 $216K <0.01% -953 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,203 shares; 2025Q1: 14,644 shares; 2025Q2: 13,002 shares; 2025Q3: 6,314 shares; 2025Q4: 6,314 shares 6,314 $213K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,114 shares 2,114 $211K <0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 263 shares; 2025Q4: 1,340 shares 1,340 $205K <0.01% +1,077 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,903 shares; 2025Q4: 5,903 shares 5,903 $205K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,019 shares 10,019 $203K <0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 668 shares 668 $202K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,531 shares 4,531 $201K <0.01% new Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,901 shares; 2025Q3: 14,901 shares; 2025Q4: 10,504 shares 10,504 $150K <0.01% -4,397 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,900 shares 12,900 $129K <0.01% new Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,890 shares; 2025Q1: 11,879 shares; 2025Q2: 11,832 shares; 2025Q3: 11,786 shares; 2025Q4: 11,786 shares 11,786 $105K <0.01% 0 Timeline