VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273,529 shares; 2024Q4: 1,253,693 shares; 2025Q1: 1,274,391 shares; 2025Q2: 1,324,199 shares; 2025Q3: 1,330,048 shares 1,330,048 $436M 13.7% +5,849 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563,877 shares; 2024Q4: 2,725,932 shares; 2025Q1: 2,775,466 shares; 2025Q2: 2,741,381 shares; 2025Q3: 2,755,421 shares 2,755,421 $165M 5.18% +14,040 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939,470 shares; 2024Q4: 2,012,331 shares; 2025Q1: 2,101,364 shares; 2025Q2: 2,126,717 shares; 2025Q3: 2,214,825 shares 2,214,825 $165M 5.17% +88,108 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534,492 shares; 2024Q4: 3,519,346 shares; 2025Q1: 3,409,170 shares; 2025Q2: 3,345,974 shares; 2025Q3: 3,243,570 shares 3,243,570 $150M 4.7% -102,404 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033,310 shares; 2024Q4: 2,149,701 shares; 2025Q1: 2,194,151 shares; 2025Q2: 2,233,102 shares; 2025Q3: 2,338,585 shares 2,338,585 $140M 4.41% +105,483 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,656 shares; 2024Q4: 657,271 shares; 2025Q1: 674,001 shares; 2025Q2: 687,094 shares; 2025Q3: 700,695 shares 700,695 $136M 4.28% +13,601 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303,117 shares; 2024Q4: 3,361,578 shares; 2025Q1: 3,411,049 shares; 2025Q2: 3,686,352 shares; 2025Q3: 4,141,417 shares 4,141,417 $136M 4.28% +455,065 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496,907 shares; 2024Q4: 3,553,632 shares; 2025Q1: 3,606,350 shares; 2025Q2: 3,613,675 shares; 2025Q3: 4,020,549 shares 4,020,549 $127M 3.98% +406,874 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233,778 shares; 2024Q4: 1,197,501 shares; 2025Q1: 1,179,490 shares; 2025Q2: 1,174,792 shares; 2025Q3: 628,837 shares 628,837 $117M 3.68% -545,955 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030,518 shares; 2024Q4: 2,029,373 shares; 2025Q1: 2,036,741 shares; 2025Q2: 2,075,242 shares; 2025Q3: 2,867,063 shares 2,867,063 $108M 3.4% +791,821 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039,409 shares 1,039,409 $104M 3.26% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,975 shares; 2024Q4: 298,007 shares; 2025Q1: 299,088 shares; 2025Q2: 299,034 shares; 2025Q3: 301,241 shares 301,241 $77.3M 2.42% +2,207 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,319 shares; 2024Q4: 607,086 shares; 2025Q1: 663,812 shares; 2025Q2: 691,765 shares; 2025Q3: 725,819 shares 725,819 $72.2M 2.27% +34,054 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107,181 shares; 2024Q4: 1,025,226 shares; 2025Q1: 1,019,063 shares; 2025Q2: 1,013,963 shares; 2025Q3: 992,549 shares 992,549 $71.9M 2.26% -21,414 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193,739 shares; 2024Q4: 1,144,068 shares; 2025Q1: 1,104,373 shares; 2025Q2: 1,503,402 shares; 2025Q3: 1,491,283 shares 1,491,283 $71.6M 2.25% -12,119 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,407 shares; 2024Q4: 706,191 shares; 2025Q1: 729,956 shares; 2025Q2: 759,281 shares; 2025Q3: 753,231 shares 753,231 $60.4M 1.9% -6,050 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430,016 shares; 2024Q4: 1,347,470 shares; 2025Q1: 1,337,763 shares; 2025Q2: 1,332,959 shares; 2025Q3: 1,301,273 shares 1,301,273 $58.2M 1.83% -31,686 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,938 shares; 2024Q4: 74,647 shares; 2025Q1: 79,103 shares; 2025Q2: 82,761 shares; 2025Q3: 86,133 shares 86,133 $57.6M 1.81% +3,372 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195,320 shares; 2024Q4: 1,238,738 shares; 2025Q1: 1,241,429 shares; 2025Q2: 1,213,688 shares; 2025Q3: 1,669,092 shares 1,669,092 $50.7M 1.59% +455,404 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,315 shares; 2024Q4: 617,393 shares; 2025Q1: 617,393 shares; 2025Q2: 587,363 shares; 2025Q3: 564,686 shares 564,686 $50.3M 1.58% -22,677 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,798 shares; 2024Q4: 826,044 shares; 2025Q1: 835,272 shares; 2025Q2: 922,202 shares; 2025Q3: 968,631 shares 968,631 $49.2M 1.54% +46,429 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,686 shares; 2024Q4: 532,674 shares; 2025Q1: 573,186 shares; 2025Q2: 398,900 shares; 2025Q3: 441,859 shares 441,859 $47.1M 1.48% +42,959 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825,956 shares; 2024Q4: 786,209 shares; 2025Q1: 775,053 shares; 2025Q2: 911,526 shares; 2025Q3: 901,965 shares 901,965 $45.2M 1.42% -9,561 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,109 shares; 2024Q4: 701,489 shares; 2025Q1: 692,207 shares; 2025Q2: 732,827 shares; 2025Q3: 758,061 shares 758,061 $44.6M 1.4% +25,234 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,334 shares; 2024Q4: 209,709 shares; 2025Q1: 205,279 shares; 2025Q2: 203,956 shares; 2025Q3: 198,947 shares 198,947 $41.5M 1.3% -5,009 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710,998 shares; 2024Q4: 1,685,558 shares; 2025Q1: 1,645,060 shares; 2025Q2: 1,620,333 shares; 2025Q3: 1,611,527 shares 1,611,527 $37.3M 1.17% -8,806 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,213 shares; 2024Q4: 139,105 shares; 2025Q1: 144,750 shares; 2025Q2: 143,641 shares; 2025Q3: 145,472 shares 145,472 $37M 1.16% +1,831 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,080 shares; 2024Q4: 463,802 shares; 2025Q1: 481,914 shares; 2025Q2: 485,032 shares; 2025Q3: 472,330 shares 472,330 $31.1M 0.98% -12,702 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,749 shares; 2024Q4: 513,551 shares; 2025Q1: 519,693 shares; 2025Q2: 519,603 shares; 2025Q3: 527,331 shares 527,331 $26.6M 0.84% +7,728 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,887 shares; 2024Q4: 35,793 shares; 2025Q1: 35,734 shares; 2025Q2: 43,202 shares; 2025Q3: 43,214 shares 43,214 $25.9M 0.81% +12 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,090 shares; 2024Q4: 467,533 shares; 2025Q1: 465,020 shares; 2025Q2: 485,275 shares; 2025Q3: 424,828 shares 424,828 $24.7M 0.78% -60,447 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,080 shares; 2024Q4: 420,528 shares; 2025Q1: 402,886 shares; 2025Q2: 383,457 shares; 2025Q3: 343,601 shares 343,601 $23.5M 0.74% -39,856 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,962 shares; 2024Q4: 458,138 shares; 2025Q1: 476,272 shares; 2025Q2: 477,298 shares; 2025Q3: 492,769 shares 492,769 $21.8M 0.68% +15,471 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,379 shares; 2024Q4: 499,279 shares; 2025Q1: 491,429 shares; 2025Q2: 480,422 shares; 2025Q3: 473,601 shares 473,601 $21.6M 0.68% -6,821 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,171 shares; 2024Q4: 132,460 shares; 2025Q1: 139,030 shares; 2025Q2: 143,925 shares; 2025Q3: 136,250 shares 136,250 $17M 0.53% -7,675 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,589 shares; 2024Q4: 92,098 shares; 2025Q1: 96,073 shares; 2025Q2: 100,711 shares; 2025Q3: 104,839 shares 104,839 $14.4M 0.45% +4,128 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,755 shares; 2024Q4: 410,637 shares; 2025Q1: 404,684 shares; 2025Q2: 402,642 shares; 2025Q3: 381,300 shares 381,300 $13.5M 0.42% -21,342 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,170 shares; 2024Q4: 193,179 shares; 2025Q1: 216,135 shares; 2025Q2: 244,725 shares; 2025Q3: 244,166 shares 244,166 $13.2M 0.42% -559 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17 $12.8M 0.4% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,981 shares; 2024Q4: 67,473 shares; 2025Q1: 59,463 shares; 2025Q2: 54,069 shares; 2025Q3: 50,355 shares 50,355 $12.2M 0.38% -3,714 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,865 shares; 2024Q4: 65,040 shares; 2025Q1: 65,368 shares; 2025Q2: 65,936 shares; 2025Q3: 61,691 shares 61,691 $11.3M 0.35% -4,245 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,819 shares; 2024Q4: 22,020 shares; 2025Q1: 22,216 shares; 2025Q2: 22,137 shares; 2025Q3: 22,353 shares 22,353 $11.2M 0.35% +216 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,872 shares; 2024Q4: 25,841 shares; 2025Q1: 26,134 shares; 2025Q2: 26,210 shares; 2025Q3: 26,265 shares 26,265 $8.72M 0.27% +55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 17,486 shares; 2025Q1: 17,480 shares; 2025Q2: 17,470 shares; 2025Q3: 17,470 shares 17,470 $8.1M 0.25% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 10,667 shares; 2025Q1: 11,924 shares; 2025Q2: 13,581 shares; 2025Q3: 13,922 shares 13,922 $7.21M 0.23% +341 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 7,914 shares; 2025Q1: 8,575 shares; 2025Q2: 8,844 shares; 2025Q3: 9,055 shares 9,055 $6.65M 0.21% +211 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,325 shares; 2024Q4: 23,191 shares; 2025Q1: 25,578 shares; 2025Q2: 26,037 shares; 2025Q3: 26,501 shares 26,501 $6.44M 0.2% +464 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,721 shares; 2024Q4: 22,786 shares; 2025Q1: 29,167 shares; 2025Q2: 32,087 shares; 2025Q3: 34,527 shares 34,527 $6.44M 0.2% +2,440 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,686 shares; 2024Q4: 154,686 shares; 2025Q1: 154,717 shares; 2025Q2: 154,583 shares; 2025Q3: 154,583 shares 154,583 $6.24M 0.2% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,801 shares; 2024Q4: 126,264 shares; 2025Q1: 125,859 shares; 2025Q2: 125,964 shares; 2025Q3: 125,747 shares 125,747 $6.06M 0.19% -217 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,338 shares; 2025Q1: 13,308 shares; 2025Q2: 13,907 shares; 2025Q3: 111,696 shares 111,696 $4.74M 0.15% +97,789 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,867 shares; 2024Q4: 15,964 shares; 2025Q1: 18,639 shares; 2025Q2: 20,269 shares; 2025Q3: 20,557 shares 20,557 $4.51M 0.14% +288 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 7,200 shares; 2025Q1: 7,153 shares; 2025Q2: 7,813 shares; 2025Q3: 7,832 shares 7,832 $4.43M 0.14% +19 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,791 shares; 2024Q4: 173,632 shares; 2025Q1: 178,508 shares; 2025Q2: 174,517 shares; 2025Q3: 177,570 shares 177,570 $4.13M 0.13% +3,053 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 8,022 shares; 2025Q1: 9,009 shares; 2025Q2: 9,032 shares; 2025Q3: 9,033 shares 9,033 $4.13M 0.13% +1 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,162 shares; 2024Q4: 39,422 shares; 2025Q1: 41,396 shares; 2025Q2: 41,204 shares; 2025Q3: 41,273 shares 41,273 $3.46M 0.11% +69 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,755 shares; 2024Q4: 21,495 shares; 2025Q1: 38,590 shares; 2025Q2: 39,459 shares; 2025Q3: 43,595 shares 43,595 $3.44M 0.11% +4,136 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,709 shares; 2024Q4: 26,139 shares; 2025Q1: 26,837 shares; 2025Q2: 38,530 shares; 2025Q3: 40,729 shares 40,729 $3.43M 0.11% +2,199 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,714 shares; 2025Q3: 23,135 shares 23,135 $3.37M 0.11% -579 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,062 shares; 2024Q4: 82,054 shares; 2025Q1: 82,690 shares; 2025Q2: 78,722 shares; 2025Q3: 34,412 shares 34,412 $3.37M 0.11% -44,310 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,549 shares; 2024Q4: 34,156 shares; 2025Q1: 33,687 shares; 2025Q2: 34,361 shares; 2025Q3: 34,634 shares 34,634 $3.3M 0.1% +273 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,702 shares; 2024Q4: 28,720 shares; 2025Q1: 28,666 shares; 2025Q2: 75,582 shares; 2025Q3: 74,413 shares 74,413 $3.18M 0.1% -1,169 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,058 shares; 2024Q4: 20,331 shares; 2025Q1: 20,309 shares; 2025Q2: 21,414 shares; 2025Q3: 21,759 shares 21,759 $3.17M 0.1% +345 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,103 shares; 2025Q1: 6,226 shares; 2025Q2: 7,142 shares; 2025Q3: 7,063 shares 7,063 $3.14M 0.1% -79 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,199 shares; 2024Q4: 95,759 shares; 2025Q1: 96,848 shares; 2025Q2: 99,598 shares; 2025Q3: 103,713 shares 103,713 $2.89M 0.09% +4,115 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,318 shares; 2024Q4: 8,636 shares; 2025Q1: 8,936 shares; 2025Q2: 8,947 shares; 2025Q3: 8,949 shares 8,949 $2.72M 0.09% +2 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,189 shares; 2025Q1: 3,211 shares; 2025Q2: 25,968 shares; 2025Q3: 33,859 shares 33,859 $2.71M 0.08% +7,891 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,419 shares; 2025Q3: 47,910 shares 47,910 $2.66M 0.08% +491 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,346 shares; 2024Q4: 95,572 shares; 2025Q1: 96,349 shares; 2025Q2: 100,640 shares; 2025Q3: 101,533 shares 101,533 $2.61M 0.08% +893 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 6,367 shares; 2025Q1: 7,372 shares; 2025Q2: 7,738 shares; 2025Q3: 8,003 shares 8,003 $2.52M 0.08% +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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,458 shares; 2025Q1: 6,541 shares; 2025Q2: 6,662 shares; 2025Q3: 6,678 shares 6,678 $2.5M 0.08% +16 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,088 shares; 2024Q4: 20,111 shares; 2025Q1: 20,589 shares; 2025Q2: 22,030 shares; 2025Q3: 22,889 shares 22,889 $2.36M 0.07% +859 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,391 shares; 2024Q4: 7,476 shares; 2025Q1: 7,843 shares; 2025Q2: 8,035 shares; 2025Q3: 8,292 shares 8,292 $2.33M 0.07% +257 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 4,968 shares; 2025Q1: 5,911 shares; 2025Q2: 6,585 shares; 2025Q3: 6,913 shares 6,913 $2.28M 0.07% +328 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 2,439 shares; 2025Q3: 4,653 shares 4,653 $2.23M 0.07% +2,214 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,576 shares; 2024Q4: 20,304 shares; 2025Q1: 20,194 shares; 2025Q2: 21,743 shares; 2025Q3: 21,744 shares 21,744 $2.06M 0.06% +1 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,582 shares; 2024Q4: 43,705 shares; 2025Q1: 44,126 shares; 2025Q2: 41,990 shares; 2025Q3: 42,571 shares 42,571 $2.04M 0.06% +581 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: not reported; 2025Q1: 5,937 shares; 2025Q2: 5,937 shares; 2025Q3: 47,635 shares 47,635 $1.95M 0.06% +41,698 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,202 shares; 2025Q3: 30,273 shares 30,273 $1.9M 0.06% +71 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,344 shares; 2024Q4: 7,182 shares; 2025Q1: 7,901 shares; 2025Q2: 8,121 shares; 2025Q3: 8,222 shares 8,222 $1.9M 0.06% +101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,272 shares; 2024Q4: 69,532 shares; 2025Q1: 69,738 shares; 2025Q2: 69,935 shares; 2025Q3: 70,122 shares 70,122 $1.85M 0.06% +187 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,553 shares; 2025Q1: 5,494 shares; 2025Q2: 6,845 shares; 2025Q3: 6,544 shares 6,544 $1.83M 0.06% -301 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,435 shares; 2024Q4: 60,741 shares; 2025Q1: 61,003 shares; 2025Q2: 65,114 shares; 2025Q3: 67,078 shares 67,078 $1.73M 0.05% +1,964 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 8,891 shares; 2025Q1: 9,652 shares; 2025Q2: 9,876 shares; 2025Q3: 9,923 shares 9,923 $1.61M 0.05% +47 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 2,313 shares; 2025Q1: 2,347 shares; 2025Q2: 2,929 shares; 2025Q3: 2,593 shares 2,593 $1.59M 0.05% -336 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,945 shares; 2024Q4: 12,530 shares; 2025Q1: 12,543 shares; 2025Q2: 18,999 shares; 2025Q3: 19,002 shares 19,002 $1.58M 0.05% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,220 shares; 2024Q4: 14,369 shares; 2025Q1: 15,767 shares; 2025Q2: 13,918 shares; 2025Q3: 13,949 shares 13,949 $1.57M 0.05% +31 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,313 shares; 2024Q4: 36,865 shares; 2025Q1: 36,733 shares; 2025Q2: 31,199 shares; 2025Q3: 30,716 shares 30,716 $1.43M 0.05% -483 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,647 shares 126,647 $1.42M 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,099 shares; 2024Q4: 31,435 shares; 2025Q1: 31,435 shares; 2025Q2: 30,800 shares; 2025Q3: 30,800 shares 30,800 $1.4M 0.04% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,634 shares; 2024Q4: 35,823 shares; 2025Q1: 38,797 shares; 2025Q2: 40,875 shares; 2025Q3: 40,875 shares 40,875 $1.36M 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,438 shares; 2024Q4: 65,561 shares; 2025Q1: 65,779 shares; 2025Q2: 65,768 shares; 2025Q3: 23,874 shares 23,874 $1.35M 0.04% -41,894 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,595 shares; 2025Q1: 1,848 shares; 2025Q2: 1,725 shares; 2025Q3: 1,733 shares 1,733 $1.32M 0.04% +8 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,027 shares; 2024Q4: 16,556 shares; 2025Q1: 15,590 shares; 2025Q2: 15,186 shares; 2025Q3: 15,378 shares 15,378 $1.3M 0.04% +192 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,150 shares; 2024Q4: 32,529 shares; 2025Q1: 32,329 shares; 2025Q2: 32,848 shares; 2025Q3: 32,811 shares 32,811 $1.29M 0.04% -37 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,275 shares; 2025Q3: 19,328 shares 19,328 $1.27M 0.04% +53 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,351 shares; 2025Q3: 17,356 shares 17,356 $1.25M 0.04% +5 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,800 shares; 2025Q1: 2,833 shares; 2025Q2: 2,879 shares; 2025Q3: 2,884 shares 2,884 $1.22M 0.04% +5 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 2,703 shares; 2025Q1: 2,672 shares; 2025Q2: 2,847 shares; 2025Q3: 2,964 shares 2,964 $1.2M 0.04% +117 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,128 shares; 2025Q1: 1,155 shares; 2025Q2: 1,100 shares; 2025Q3: 1,723 shares 1,723 $1.15M 0.04% +623 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,517 shares; 2024Q4: 10,607 shares; 2025Q1: 13,357 shares; 2025Q2: 15,275 shares; 2025Q3: 15,339 shares 15,339 $1.1M 0.03% +64 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,224 shares; 2025Q1: 3,346 shares; 2025Q2: 4,991 shares; 2025Q3: 5,018 shares 5,018 $1.08M 0.03% +27 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,575 shares; 2025Q1: 3,236 shares; 2025Q2: 3,303 shares; 2025Q3: 3,135 shares 3,135 $1.07M 0.03% -168 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,134 shares; 2025Q1: 2,217 shares; 2025Q2: 2,237 shares; 2025Q3: 2,176 shares 2,176 $1.06M 0.03% -61 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,703 shares; 2024Q4: 50,744 shares; 2025Q1: 48,206 shares; 2025Q2: 44,434 shares; 2025Q3: 41,410 shares 41,410 $1.06M 0.03% -3,024 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 4,318 shares; 2025Q1: 4,385 shares; 2025Q2: 4,449 shares; 2025Q3: 4,444 shares 4,444 $1.05M 0.03% -5 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,592 shares; 2024Q4: 6,845 shares; 2025Q1: 7,245 shares; 2025Q2: 7,460 shares; 2025Q3: 6,709 shares 6,709 $1.03M 0.03% -751 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 5,835 shares; 2025Q1: 5,878 shares; 2025Q2: 5,401 shares; 2025Q3: 5,437 shares 5,437 $1.03M 0.03% +36 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 6,432 shares; 2025Q1: 7,179 shares; 2025Q2: 7,372 shares; 2025Q3: 7,363 shares 7,363 $986K 0.03% -9 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 2,102 shares; 2025Q3: 2,083 shares 2,083 $976K 0.03% -19 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,574 shares; 2024Q4: 4,740 shares; 2025Q1: 4,136 shares; 2025Q2: 7,956 shares; 2025Q3: 8,064 shares 8,064 $958K 0.03% +108 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,757 shares; 2024Q4: 6,682 shares; 2025Q1: 6,870 shares; 2025Q2: 8,243 shares; 2025Q3: 8,336 shares 8,336 $955K 0.03% +93 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 854 shares; 2025Q1: 1,014 shares; 2025Q2: 1,111 shares; 2025Q3: 1,029 shares 1,029 $952K 0.03% -82 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 1,003 shares; 2025Q1: 1,580 shares; 2025Q2: 1,594 shares; 2025Q3: 1,636 shares 1,636 $930K 0.03% +42 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: 3,514 shares; 2025Q1: 4,416 shares; 2025Q2: 5,935 shares; 2025Q3: 4,891 shares 4,891 $907K 0.03% -1,044 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,654 shares; 2024Q4: 13,756 shares; 2025Q1: 13,697 shares; 2025Q2: 14,011 shares; 2025Q3: 13,833 shares 13,833 $883K 0.03% -178 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,515 shares; 2025Q3: 27,616 shares 27,616 $879K 0.03% -899 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,622 shares; 2024Q4: 12,080 shares; 2025Q1: 9,238 shares; 2025Q2: 9,216 shares; 2025Q3: 9,230 shares 9,230 $844K 0.03% +14 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 521 shares; 2025Q1: 658 shares; 2025Q2: 673 shares; 2025Q3: 696 shares 696 $834K 0.03% +23 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,421 shares; 2024Q4: 10,875 shares; 2025Q1: 12,416 shares; 2025Q2: 12,610 shares; 2025Q3: 13,074 shares 13,074 $817K 0.03% +464 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,183 shares; 2025Q3: 11,127 shares 11,127 $815K 0.03% -56 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,115 shares; 2024Q4: 27,089 shares; 2025Q1: 27,869 shares; 2025Q2: 31,409 shares; 2025Q3: 31,215 shares 31,215 $795K 0.02% -194 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,789 shares; 2024Q4: 10,245 shares; 2025Q1: 10,660 shares; 2025Q2: 12,643 shares; 2025Q3: 11,885 shares 11,885 $785K 0.02% -758 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,094 shares; 2024Q4: 18,094 shares; 2025Q1: 18,094 shares; 2025Q2: 18,094 shares; 2025Q3: 18,094 shares 18,094 $764K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 4,297 shares; 2025Q1: 4,940 shares; 2025Q2: 5,169 shares; 2025Q3: 5,401 shares 5,401 $759K 0.02% +232 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: not reported; 2025Q1: 789 shares; 2025Q2: 2,224 shares; 2025Q3: 2,638 shares 2,638 $745K 0.02% +414 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,694 shares; 2024Q4: 11,520 shares; 2025Q1: 11,715 shares; 2025Q2: 11,520 shares; 2025Q3: 10,825 shares 10,825 $734K 0.02% -695 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,937 shares; 2024Q4: 7,696 shares; 2025Q1: 7,276 shares; 2025Q2: 7,638 shares; 2025Q3: 7,845 shares 7,845 $729K 0.02% +207 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,584 shares; 2025Q1: 4,379 shares; 2025Q2: 4,086 shares; 2025Q3: 4,081 shares 4,081 $722K 0.02% -5 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 5,193 shares; 2025Q1: 5,612 shares; 2025Q2: 5,498 shares; 2025Q3: 6,380 shares 6,380 $705K 0.02% +882 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 2,025 shares; 2025Q1: 2,387 shares; 2025Q2: 2,436 shares; 2025Q3: 2,474 shares 2,474 $698K 0.02% +38 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 15,972 shares; 2025Q1: 16,098 shares; 2025Q2: 16,230 shares; 2025Q3: 16,307 shares 16,307 $693K 0.02% +77 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,900 shares; 2025Q1: 3,669 shares; 2025Q2: 4,103 shares; 2025Q3: 4,383 shares 4,383 $681K 0.02% +280 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,992 shares; 2024Q4: 26,681 shares; 2025Q1: 26,799 shares; 2025Q2: 31,258 shares; 2025Q3: 31,479 shares 31,479 $679K 0.02% +221 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,470 shares; 2024Q4: 16,491 shares; 2025Q1: 16,491 shares; 2025Q2: 16,597 shares; 2025Q3: 18,052 shares 18,052 $653K 0.02% +1,455 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,812 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares 1,712 $649K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,281 shares; 2025Q1: 1,318 shares; 2025Q2: 1,142 shares; 2025Q3: 1,352 shares 1,352 $645K 0.02% +210 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 9,571 shares; 2025Q1: 9,690 shares; 2025Q2: 9,677 shares; 2025Q3: 9,520 shares 9,520 $643K 0.02% -157 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,135 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $641K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,587 shares; 2025Q1: 2,096 shares; 2025Q2: 2,072 shares; 2025Q3: 2,075 shares 2,075 $624K 0.02% +3 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,767 shares; 2024Q4: 30,767 shares; 2025Q1: 30,767 shares; 2025Q2: 30,767 shares; 2025Q3: 30,252 shares 30,252 $615K 0.02% -515 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 1,704 shares; 2025Q1: 1,707 shares; 2025Q2: 1,694 shares; 2025Q3: 1,694 shares 1,694 $602K 0.02% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,374 shares 14,374 $591K 0.02% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,930 shares; 2025Q3: 1,914 shares 1,914 $589K 0.02% -16 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,959 shares; 2024Q4: 10,082 shares; 2025Q1: 11,647 shares; 2025Q2: 9,678 shares; 2025Q3: 10,549 shares 10,549 $544K 0.02% +871 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,307 shares; 2024Q4: 15,039 shares; 2025Q1: 17,790 shares; 2025Q2: 18,899 shares; 2025Q3: 18,927 shares 18,927 $535K 0.02% +28 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 7,564 shares; 2025Q1: 12,693 shares; 2025Q2: 11,443 shares; 2025Q3: 12,244 shares 12,244 $534K 0.02% +801 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,859 shares; 2024Q4: 7,611 shares; 2025Q1: 7,810 shares; 2025Q2: 7,845 shares; 2025Q3: 7,856 shares 7,856 $531K 0.02% +11 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 5,126 shares; 2025Q1: 5,244 shares; 2025Q2: 5,392 shares; 2025Q3: 5,454 shares 5,454 $526K 0.02% +62 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,060 shares; 2025Q1: 2,160 shares; 2025Q2: 2,153 shares; 2025Q3: 2,147 shares 2,147 $523K 0.02% -6 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,705 shares 18,705 $511K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,719 shares; 2025Q1: 1,926 shares; 2025Q2: 1,873 shares; 2025Q3: 1,887 shares 1,887 $474K 0.01% +14 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,651 shares; 2025Q1: 4,825 shares; 2025Q2: 4,831 shares; 2025Q3: 6,351 shares 6,351 $467K 0.01% +1,520 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,371 shares; 2025Q1: 6,413 shares; 2025Q2: 6,250 shares; 2025Q3: 6,644 shares 6,644 $461K 0.01% +394 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 4,954 shares; 2025Q1: 6,370 shares; 2025Q2: 6,971 shares; 2025Q3: 6,877 shares 6,877 $456K 0.01% -94 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,057 shares; 2025Q3: 6,052 shares 6,052 $455K 0.01% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,396 shares; 2025Q1: not reported; 2025Q2: 2,114 shares; 2025Q3: 2,197 shares 2,197 $450K 0.01% +83 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,837 shares; 2025Q1: 2,211 shares; 2025Q2: 2,250 shares; 2025Q3: 2,580 shares 2,580 $432K 0.01% +330 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,141 shares; 2025Q1: 2,706 shares; 2025Q2: 2,379 shares; 2025Q3: 2,298 shares 2,298 $430K 0.01% -81 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 7,197 shares; 2025Q1: 7,689 shares; 2025Q2: 7,705 shares; 2025Q3: 8,482 shares 8,482 $428K 0.01% +777 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 2,123 shares; 2025Q1: 3,039 shares; 2025Q2: 3,060 shares; 2025Q3: 3,315 shares 3,315 $425K 0.01% +255 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,161 shares; 2025Q1: 1,150 shares; 2025Q2: 850 shares; 2025Q3: 1,204 shares 1,204 $416K 0.01% +354 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,229 shares; 2025Q1: 3,284 shares; 2025Q2: 3,495 shares; 2025Q3: 3,539 shares 3,539 $414K 0.01% +44 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,524 shares; 2025Q1: 6,654 shares; 2025Q2: 5,173 shares; 2025Q3: 6,028 shares 6,028 $412K 0.01% +855 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 330 shares; 2025Q1: 349 shares; 2025Q2: 436 shares; 2025Q3: 421 shares 421 $408K 0.01% -15 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,061 shares; 2025Q2: 1,748 shares; 2025Q3: 1,714 shares 1,714 $405K 0.01% -34 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,348 shares 1,348 $405K 0.01% +4 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,089 shares; 2025Q1: 1,602 shares; 2025Q2: 1,487 shares; 2025Q3: 1,479 shares 1,479 $395K 0.01% -8 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares 2,434 $387K 0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,236 shares; 2025Q3: 5,267 shares 5,267 $387K 0.01% +31 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,106 shares; 2025Q1: 1,346 shares; 2025Q2: 1,463 shares; 2025Q3: 1,298 shares 1,298 $381K 0.01% -165 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,337 shares; 2025Q3: 2,329 shares 2,329 $377K 0.01% -8 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 600 shares; 2025Q1: 812 shares; 2025Q2: 843 shares; 2025Q3: 785 shares 785 $373K 0.01% -58 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,368 shares; 2025Q3: 5,006 shares 5,006 $364K 0.01% +1,638 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 2,598 shares; 2025Q1: 3,245 shares; 2025Q2: 3,264 shares; 2025Q3: 4,338 shares 4,338 $364K 0.01% +1,074 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 6,977 shares; 2025Q1: 7,172 shares; 2025Q2: 7,763 shares; 2025Q3: 7,939 shares 7,939 $358K 0.01% +176 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 513 shares; 2025Q2: 430 shares; 2025Q3: 448 shares 448 $357K 0.01% +18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,267 shares; 2025Q1: 1,544 shares; 2025Q2: 1,676 shares; 2025Q3: 1,613 shares 1,613 $356K 0.01% -63 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,923 shares; 2025Q3: 2,949 shares 2,949 $352K 0.01% +26 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,611 shares; 2025Q2: 6,199 shares; 2025Q3: 6,199 shares 6,199 $348K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 4,217 shares; 2025Q1: 4,326 shares; 2025Q2: 4,881 shares; 2025Q3: 4,986 shares 4,986 $348K 0.01% +105 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,164 shares; 2025Q1: 4,343 shares; 2025Q2: 4,670 shares; 2025Q3: 4,657 shares 4,657 $347K 0.01% -13 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 652 shares; 2025Q3: 652 shares 652 $345K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,769 shares; 2025Q2: 2,103 shares; 2025Q3: 1,925 shares 1,925 $344K 0.01% -178 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 5,602 shares; 2025Q1: 5,688 shares; 2025Q2: 6,942 shares; 2025Q3: 7,113 shares 7,113 $344K 0.01% +171 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,015 shares; 2024Q4: 7,099 shares; 2025Q1: 7,173 shares; 2025Q2: 7,068 shares; 2025Q3: 7,178 shares 7,178 $343K 0.01% +110 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,474 shares; 2024Q4: not reported; 2025Q1: 5,603 shares; 2025Q2: 6,838 shares; 2025Q3: 7,784 shares 7,784 $342K 0.01% +946 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,803 shares; 2025Q2: 1,894 shares; 2025Q3: 1,900 shares 1,900 $338K 0.01% +6 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,704 shares; 2025Q1: 14,838 shares; 2025Q2: 22,673 shares; 2025Q3: 24,108 shares 24,108 $337K 0.01% +1,435 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,957 shares; 2025Q3: 2,957 shares 2,957 $337K 0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,458 shares; 2025Q1: 2,463 shares; 2025Q2: 3,098 shares; 2025Q3: 3,123 shares 3,123 $333K 0.01% +25 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,348 shares; 2025Q1: 2,502 shares; 2025Q2: 2,578 shares; 2025Q3: 2,678 shares 2,678 $331K 0.01% +100 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,862 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares 4,668 $331K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,201 shares; 2025Q2: 3,257 shares; 2025Q3: 3,364 shares 3,364 $330K 0.01% +107 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,514 shares; 2025Q1: 1,745 shares; 2025Q2: 1,829 shares; 2025Q3: 1,528 shares 1,528 $322K 0.01% -301 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,781 shares; 2024Q4: 12,636 shares; 2025Q1: 42,071 shares; 2025Q2: 43,350 shares; 2025Q3: 41,865 shares 41,865 $317K 0.01% -1,485 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,488 shares 1,488 $316K 0.01% +27 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,619 shares; 2025Q3: 1,648 shares 1,648 $316K 0.01% +29 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 839 shares; 2025Q1: 889 shares; 2025Q2: 1,026 shares; 2025Q3: 900 shares 900 $315K 0.01% -126 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares 435 $313K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,393 shares; 2025Q1: 4,018 shares; 2025Q2: 4,126 shares; 2025Q3: 4,258 shares 4,258 $305K 0.01% +132 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 2,001 shares 2,001 $297K 0.01% +136 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 482 shares 482 $296K 0.01% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 1,790 shares; 2025Q3: 2,049 shares 2,049 $296K 0.01% +259 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,792 shares; 2024Q4: 8,663 shares; 2025Q1: 8,489 shares; 2025Q2: 7,794 shares; 2025Q3: 7,676 shares 7,676 $296K 0.01% -118 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,333 shares; 2025Q3: 2,391 shares 2,391 $296K 0.01% +58 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,158 shares; 2025Q3: 2,201 shares 2,201 $295K 0.01% +43 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,545 shares; 2025Q3: 3,544 shares 3,544 $294K 0.01% -1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,050 shares 2,050 $291K 0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 6,439 shares; 2025Q1: 6,725 shares; 2025Q2: 6,670 shares; 2025Q3: 6,677 shares 6,677 $290K 0.01% +7 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares 1,986 $289K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 51 shares; 2025Q3: 53 shares 53 $286K 0.01% +2 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 199 shares; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 310 shares 310 $285K 0.01% +3 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339 shares; 2025Q3: 406 shares 406 $277K 0.01% +67 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 889 shares; 2025Q3: 927 shares 927 $276K 0.01% +38 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,842 shares; 2025Q2: 2,888 shares; 2025Q3: 2,807 shares 2,807 $274K 0.01% -81 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $274K 0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 10,657 shares; 2025Q1: 17,872 shares; 2025Q2: 16,211 shares; 2025Q3: 16,811 shares 16,811 $268K 0.01% +600 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: 699 shares; 2025Q2: 776 shares; 2025Q3: 720 shares 720 $266K 0.01% -56 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: not reported; 2025Q1: 2,166 shares; 2025Q2: 2,367 shares; 2025Q3: 2,374 shares 2,374 $265K 0.01% +7 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,058 shares; 2025Q1: 1,173 shares; 2025Q2: 1,168 shares; 2025Q3: 1,118 shares 1,118 $265K 0.01% -50 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 379 shares 379 $265K 0.01% -2 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 3,038 shares; 2025Q1: 3,042 shares; 2025Q2: 3,029 shares; 2025Q3: 3,069 shares 3,069 $264K 0.01% +40 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 2,605 shares; 2025Q3: 2,775 shares 2,775 $263K 0.01% +170 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares 1,567 $262K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,815 shares; 2025Q1: 3,392 shares; 2025Q2: 3,673 shares; 2025Q3: 3,279 shares 3,279 $262K 0.01% -394 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,004 shares; 2025Q1: 5,008 shares; 2025Q2: 5,008 shares; 2025Q3: 3,318 shares 3,318 $260K 0.01% -1,690 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 8,868 shares; 2025Q1: 8,868 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares 9,185 $250K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,350 shares 4,350 $250K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 1,784 shares 1,784 $250K 0.01% -1,152 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares 329 $249K 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,370 shares 7,370 $247K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,432 shares; 2025Q2: 1,720 shares; 2025Q3: 1,480 shares 1,480 $246K 0.01% -240 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: 317 shares 317 $245K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 859 shares 859 $242K 0.01% +50 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: not reported; 2025Q1: 874 shares; 2025Q2: 993 shares; 2025Q3: 850 shares 850 $240K 0.01% -143 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,313 shares; 2025Q1: 2,991 shares; 2025Q2: not reported; 2025Q3: 2,943 shares 2,943 $239K 0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,198 shares; 2025Q2: 3,185 shares; 2025Q3: 3,124 shares 3,124 $236K 0.01% -61 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,627 shares; 2025Q1: 2,731 shares; 2025Q2: 2,842 shares; 2025Q3: 2,832 shares 2,832 $234K 0.01% -10 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,885 shares; 2025Q1: 3,314 shares; 2025Q2: 2,879 shares; 2025Q3: 2,749 shares 2,749 $233K 0.01% -130 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 2,432 shares 2,432 $232K 0.01% +81 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 909 shares 909 $231K 0.01% +16 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,890 shares; 2025Q3: 7,907 shares 7,907 $230K 0.01% +17 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 695 shares 695 $229K 0.01% +10 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,839 shares 3,839 $228K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares 381 $227K 0.01% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,449 shares; 2025Q3: 4,449 shares 4,449 $224K 0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,739 shares; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares; 2025Q3: 6,524 shares 6,524 $223K 0.01% +3,262 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,749 shares; 2024Q4: 6,224 shares; 2025Q1: 7,136 shares; 2025Q2: 7,418 shares; 2025Q3: 7,046 shares 7,046 $221K 0.01% -372 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 933 shares; 2025Q2: 924 shares; 2025Q3: 905 shares 905 $217K 0.01% -19 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares 1,988 $214K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 1,909 shares 1,909 $212K 0.01% +43 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,013 shares; 2024Q4: 13,092 shares; 2025Q1: 13,320 shares; 2025Q2: 13,256 shares; 2025Q3: 14,374 shares 14,374 $211K 0.01% +1,118 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,371 shares 2,371 $210K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,806 shares; 2024Q4: 8,806 shares; 2025Q1: 8,806 shares; 2025Q2: 8,806 shares; 2025Q3: 8,806 shares 8,806 $210K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,598 shares; 2025Q2: 17,458 shares; 2025Q3: 20,037 shares 20,037 $210K 0.01% +2,579 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,281 shares 7,281 $210K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 793 shares 793 $207K 0.01% -72 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,114 shares; 2024Q4: 58,354 shares; 2025Q1: 92,849 shares; 2025Q2: 77,171 shares; 2025Q3: 77,870 shares 77,870 $205K 0.01% +699 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares 2,654 $204K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 784 shares; 2025Q3: 781 shares 781 $203K 0.01% -3 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,589 shares; 2024Q4: 10,421 shares; 2025Q1: 13,312 shares; 2025Q2: 18,984 shares; 2025Q3: 11,857 shares 11,857 $193K 0.01% -7,127 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,044 shares; 2025Q1: not reported; 2025Q2: 13,997 shares; 2025Q3: 16,392 shares 16,392 $182K 0.01% +2,395 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,420 shares; 2025Q1: 13,246 shares; 2025Q2: 13,402 shares; 2025Q3: 14,362 shares 14,362 $127K <0.01% +960 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,167 shares; 2025Q3: 16,159 shares 16,159 $124K <0.01% +992 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,966 shares; 2025Q3: 11,039 shares 11,039 $50.1K <0.01% -1,927 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,693 shares 10,693 $41.6K <0.01% new Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,112 shares; 2025Q3: 10,253 shares 10,253 $17K <0.01% -4,859 Timeline