VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273,529 shares; 2024Q4: 1,253,693 shares; 2025Q1: 1,274,391 shares; 2025Q2: 1,324,199 shares; 2025Q3: 1,330,048 shares; 2025Q4: 1,343,296 shares 1,343,296 $450M 13.62% +13,248 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563,877 shares; 2024Q4: 2,725,932 shares; 2025Q1: 2,775,466 shares; 2025Q2: 2,741,381 shares; 2025Q3: 2,755,421 shares; 2025Q4: 2,799,343 shares 2,799,343 $175M 5.29% +43,922 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939,470 shares; 2024Q4: 2,012,331 shares; 2025Q1: 2,101,364 shares; 2025Q2: 2,126,717 shares; 2025Q3: 2,214,825 shares; 2025Q4: 2,312,615 shares 2,312,615 $171M 5.18% +97,790 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534,492 shares; 2024Q4: 3,519,346 shares; 2025Q1: 3,409,170 shares; 2025Q2: 3,345,974 shares; 2025Q3: 3,243,570 shares; 2025Q4: 3,102,581 shares 3,102,581 $155M 4.68% -140,989 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033,310 shares; 2024Q4: 2,149,701 shares; 2025Q1: 2,194,151 shares; 2025Q2: 2,233,102 shares; 2025Q3: 2,338,585 shares; 2025Q4: 2,470,628 shares 2,470,628 $148M 4.48% +132,043 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,656 shares; 2024Q4: 657,271 shares; 2025Q1: 674,001 shares; 2025Q2: 687,094 shares; 2025Q3: 700,695 shares; 2025Q4: 719,725 shares 719,725 $143M 4.32% +19,030 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303,117 shares; 2024Q4: 3,361,578 shares; 2025Q1: 3,411,049 shares; 2025Q2: 3,686,352 shares; 2025Q3: 4,141,417 shares; 2025Q4: 4,143,117 shares 4,143,117 $142M 4.28% +1,700 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496,907 shares; 2024Q4: 3,553,632 shares; 2025Q1: 3,606,350 shares; 2025Q2: 3,613,675 shares; 2025Q3: 4,020,549 shares; 2025Q4: 3,931,073 shares 3,931,073 $128M 3.87% -89,476 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233,778 shares; 2024Q4: 1,197,501 shares; 2025Q1: 1,179,490 shares; 2025Q2: 1,174,792 shares; 2025Q3: 628,837 shares; 2025Q4: 612,092 shares 612,092 $117M 3.53% -16,745 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030,518 shares; 2024Q4: 2,029,373 shares; 2025Q1: 2,036,741 shares; 2025Q2: 2,075,242 shares; 2025Q3: 2,867,063 shares; 2025Q4: 2,973,774 shares 2,973,774 $113M 3.42% +106,711 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039,409 shares; 2025Q4: 1,080,840 shares 1,080,840 $111M 3.35% +41,431 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,975 shares; 2024Q4: 298,007 shares; 2025Q1: 299,088 shares; 2025Q2: 299,034 shares; 2025Q3: 301,241 shares; 2025Q4: 308,335 shares 308,335 $77.2M 2.33% +7,094 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,319 shares; 2024Q4: 607,086 shares; 2025Q1: 663,812 shares; 2025Q2: 691,765 shares; 2025Q3: 725,819 shares; 2025Q4: 727,174 shares 727,174 $74.2M 2.24% +1,355 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107,181 shares; 2024Q4: 1,025,226 shares; 2025Q1: 1,019,063 shares; 2025Q2: 1,013,963 shares; 2025Q3: 992,549 shares; 2025Q4: 964,558 shares 964,558 $71.5M 2.16% -27,991 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193,739 shares; 2024Q4: 1,144,068 shares; 2025Q1: 1,104,373 shares; 2025Q2: 1,503,402 shares; 2025Q3: 1,491,283 shares; 2025Q4: 1,465,775 shares 1,465,775 $70.6M 2.13% -25,508 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,407 shares; 2024Q4: 706,191 shares; 2025Q1: 729,956 shares; 2025Q2: 759,281 shares; 2025Q3: 753,231 shares; 2025Q4: 778,071 shares 778,071 $64.2M 1.94% +24,840 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,938 shares; 2024Q4: 74,647 shares; 2025Q1: 79,103 shares; 2025Q2: 82,761 shares; 2025Q3: 86,133 shares; 2025Q4: 92,756 shares 92,756 $63.5M 1.92% +6,623 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430,016 shares; 2024Q4: 1,347,470 shares; 2025Q1: 1,337,763 shares; 2025Q2: 1,332,959 shares; 2025Q3: 1,301,273 shares; 2025Q4: 1,281,493 shares 1,281,493 $59.7M 1.8% -19,780 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195,320 shares; 2024Q4: 1,238,738 shares; 2025Q1: 1,241,429 shares; 2025Q2: 1,213,688 shares; 2025Q3: 1,669,092 shares; 2025Q4: 1,696,758 shares 1,696,758 $53.7M 1.62% +27,666 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,798 shares; 2024Q4: 826,044 shares; 2025Q1: 835,272 shares; 2025Q2: 922,202 shares; 2025Q3: 968,631 shares; 2025Q4: 1,049,330 shares 1,049,330 $53.1M 1.6% +80,699 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,686 shares; 2024Q4: 532,674 shares; 2025Q1: 573,186 shares; 2025Q2: 398,900 shares; 2025Q3: 441,859 shares; 2025Q4: 491,509 shares 491,509 $52.6M 1.59% +49,650 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,315 shares; 2024Q4: 617,393 shares; 2025Q1: 617,393 shares; 2025Q2: 587,363 shares; 2025Q3: 564,686 shares; 2025Q4: 546,876 shares 546,876 $51.4M 1.55% -17,810 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,109 shares; 2024Q4: 701,489 shares; 2025Q1: 692,207 shares; 2025Q2: 732,827 shares; 2025Q3: 758,061 shares; 2025Q4: 814,899 shares 814,899 $47.9M 1.45% +56,838 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825,956 shares; 2024Q4: 786,209 shares; 2025Q1: 775,053 shares; 2025Q2: 911,526 shares; 2025Q3: 901,965 shares; 2025Q4: 892,531 shares 892,531 $44.9M 1.36% -9,434 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,213 shares; 2024Q4: 139,105 shares; 2025Q1: 144,750 shares; 2025Q2: 143,641 shares; 2025Q3: 145,472 shares; 2025Q4: 146,545 shares 146,545 $39.8M 1.2% +1,073 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,334 shares; 2024Q4: 209,709 shares; 2025Q1: 205,279 shares; 2025Q2: 203,956 shares; 2025Q3: 198,947 shares; 2025Q4: 186,403 shares 186,403 $39.5M 1.19% -12,544 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710,998 shares; 2024Q4: 1,685,558 shares; 2025Q1: 1,645,060 shares; 2025Q2: 1,620,333 shares; 2025Q3: 1,611,527 shares; 2025Q4: 1,591,111 shares 1,591,111 $36.6M 1.11% -20,416 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,080 shares; 2024Q4: 463,802 shares; 2025Q1: 481,914 shares; 2025Q2: 485,032 shares; 2025Q3: 472,330 shares; 2025Q4: 476,123 shares 476,123 $32M 0.97% +3,793 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,749 shares; 2024Q4: 513,551 shares; 2025Q1: 519,693 shares; 2025Q2: 519,603 shares; 2025Q3: 527,331 shares; 2025Q4: 550,934 shares 550,934 $27.7M 0.84% +23,603 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,887 shares; 2024Q4: 35,793 shares; 2025Q1: 35,734 shares; 2025Q2: 43,202 shares; 2025Q3: 43,214 shares; 2025Q4: 43,142 shares 43,142 $26.5M 0.8% -72 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,090 shares; 2024Q4: 467,533 shares; 2025Q1: 465,020 shares; 2025Q2: 485,275 shares; 2025Q3: 424,828 shares; 2025Q4: 401,964 shares 401,964 $23.9M 0.72% -22,864 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,962 shares; 2024Q4: 458,138 shares; 2025Q1: 476,272 shares; 2025Q2: 477,298 shares; 2025Q3: 492,769 shares; 2025Q4: 520,732 shares 520,732 $23.7M 0.72% +27,963 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,080 shares; 2024Q4: 420,528 shares; 2025Q1: 402,886 shares; 2025Q2: 383,457 shares; 2025Q3: 343,601 shares; 2025Q4: 332,181 shares 332,181 $23.1M 0.7% -11,420 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,379 shares; 2024Q4: 499,279 shares; 2025Q1: 491,429 shares; 2025Q2: 480,422 shares; 2025Q3: 473,601 shares; 2025Q4: 470,893 shares 470,893 $21.5M 0.65% -2,708 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,171 shares; 2024Q4: 132,460 shares; 2025Q1: 139,030 shares; 2025Q2: 143,925 shares; 2025Q3: 136,250 shares; 2025Q4: 136,997 shares 136,997 $18.7M 0.57% +747 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,170 shares; 2024Q4: 193,179 shares; 2025Q1: 216,135 shares; 2025Q2: 244,725 shares; 2025Q3: 244,166 shares; 2025Q4: 286,833 shares 286,833 $15.4M 0.47% +42,667 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,755 shares; 2024Q4: 410,637 shares; 2025Q1: 404,684 shares; 2025Q2: 402,642 shares; 2025Q3: 381,300 shares; 2025Q4: 384,928 shares 384,928 $14.6M 0.44% +3,628 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,589 shares; 2024Q4: 92,098 shares; 2025Q1: 96,073 shares; 2025Q2: 100,711 shares; 2025Q3: 104,839 shares; 2025Q4: 102,191 shares 102,191 $14.4M 0.44% -2,648 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares 17 $12.8M 0.39% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,819 shares; 2024Q4: 22,020 shares; 2025Q1: 22,216 shares; 2025Q2: 22,137 shares; 2025Q3: 22,353 shares; 2025Q4: 22,554 shares 22,554 $11.3M 0.34% +201 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,865 shares; 2024Q4: 65,040 shares; 2025Q1: 65,368 shares; 2025Q2: 65,936 shares; 2025Q3: 61,691 shares; 2025Q4: 61,212 shares 61,212 $10.9M 0.33% -479 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,981 shares; 2024Q4: 67,473 shares; 2025Q1: 59,463 shares; 2025Q2: 54,069 shares; 2025Q3: 50,355 shares; 2025Q4: 42,838 shares 42,838 $10.5M 0.32% -7,517 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,872 shares; 2024Q4: 25,841 shares; 2025Q1: 26,134 shares; 2025Q2: 26,210 shares; 2025Q3: 26,265 shares; 2025Q4: 26,283 shares 26,283 $9.72M 0.29% +18 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 17,486 shares; 2025Q1: 17,480 shares; 2025Q2: 17,470 shares; 2025Q3: 17,470 shares; 2025Q4: 17,577 shares 17,577 $8.45M 0.26% +107 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,325 shares; 2024Q4: 23,191 shares; 2025Q1: 25,578 shares; 2025Q2: 26,037 shares; 2025Q3: 26,501 shares; 2025Q4: 26,699 shares 26,699 $8.36M 0.25% +198 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,721 shares; 2024Q4: 22,786 shares; 2025Q1: 29,167 shares; 2025Q2: 32,087 shares; 2025Q3: 34,527 shares; 2025Q4: 39,469 shares 39,469 $7.36M 0.22% +4,942 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 10,667 shares; 2025Q1: 11,924 shares; 2025Q2: 13,581 shares; 2025Q3: 13,922 shares; 2025Q4: 14,194 shares 14,194 $6.86M 0.21% +272 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,801 shares; 2024Q4: 126,264 shares; 2025Q1: 125,859 shares; 2025Q2: 125,964 shares; 2025Q3: 125,747 shares; 2025Q4: 121,398 shares 121,398 $5.83M 0.18% -4,349 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 7,914 shares; 2025Q1: 8,575 shares; 2025Q2: 8,844 shares; 2025Q3: 9,055 shares; 2025Q4: 8,807 shares 8,807 $5.81M 0.18% -248 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,338 shares; 2025Q1: 13,308 shares; 2025Q2: 13,907 shares; 2025Q3: 111,696 shares; 2025Q4: 117,068 shares 117,068 $5.08M 0.15% +5,372 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,867 shares; 2024Q4: 15,964 shares; 2025Q1: 18,639 shares; 2025Q2: 20,269 shares; 2025Q3: 20,557 shares; 2025Q4: 21,411 shares 21,411 $4.94M 0.15% +854 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,791 shares; 2024Q4: 173,632 shares; 2025Q1: 178,508 shares; 2025Q2: 174,517 shares; 2025Q3: 177,570 shares; 2025Q4: 186,629 shares 186,629 $4.49M 0.14% +9,059 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 7,200 shares; 2025Q1: 7,153 shares; 2025Q2: 7,813 shares; 2025Q3: 7,832 shares; 2025Q4: 7,896 shares 7,896 $4.36M 0.13% +64 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 8,022 shares; 2025Q1: 9,009 shares; 2025Q2: 9,032 shares; 2025Q3: 9,033 shares; 2025Q4: 9,096 shares 9,096 $4.23M 0.13% +63 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,162 shares; 2024Q4: 39,422 shares; 2025Q1: 41,396 shares; 2025Q2: 41,204 shares; 2025Q3: 41,273 shares; 2025Q4: 41,545 shares 41,545 $3.87M 0.12% +272 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,058 shares; 2024Q4: 20,331 shares; 2025Q1: 20,309 shares; 2025Q2: 21,414 shares; 2025Q3: 21,759 shares; 2025Q4: 25,269 shares 25,269 $3.76M 0.11% +3,510 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,755 shares; 2024Q4: 21,495 shares; 2025Q1: 38,590 shares; 2025Q2: 39,459 shares; 2025Q3: 43,595 shares; 2025Q4: 46,113 shares 46,113 $3.63M 0.11% +2,518 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,714 shares; 2025Q3: 23,135 shares; 2025Q4: 23,628 shares 23,628 $3.51M 0.11% +493 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,709 shares; 2024Q4: 26,139 shares; 2025Q1: 26,837 shares; 2025Q2: 38,530 shares; 2025Q3: 40,729 shares; 2025Q4: 41,697 shares 41,697 $3.49M 0.11% +968 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,103 shares; 2025Q1: 6,226 shares; 2025Q2: 7,142 shares; 2025Q3: 7,063 shares; 2025Q4: 7,358 shares 7,358 $3.31M 0.1% +295 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,549 shares; 2024Q4: 34,156 shares; 2025Q1: 33,687 shares; 2025Q2: 34,361 shares; 2025Q3: 34,634 shares; 2025Q4: 34,522 shares 34,522 $3.25M 0.1% -112 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,702 shares; 2024Q4: 28,720 shares; 2025Q1: 28,666 shares; 2025Q2: 75,582 shares; 2025Q3: 74,413 shares; 2025Q4: 73,852 shares 73,852 $3.14M 0.1% -561 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,062 shares; 2024Q4: 82,054 shares; 2025Q1: 82,690 shares; 2025Q2: 78,722 shares; 2025Q3: 34,412 shares; 2025Q4: 31,457 shares 31,457 $3.13M 0.09% -2,955 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,199 shares; 2024Q4: 95,759 shares; 2025Q1: 96,848 shares; 2025Q2: 99,598 shares; 2025Q3: 103,713 shares; 2025Q4: 106,529 shares 106,529 $3.03M 0.09% +2,816 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,686 shares; 2024Q4: 154,686 shares; 2025Q1: 154,717 shares; 2025Q2: 154,583 shares; 2025Q3: 154,583 shares; 2025Q4: 74,583 shares 74,583 $2.92M 0.09% -80,000 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,582 shares; 2024Q4: 43,705 shares; 2025Q1: 44,126 shares; 2025Q2: 41,990 shares; 2025Q3: 42,571 shares; 2025Q4: 60,120 shares 60,120 $2.88M 0.09% +17,549 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 4,968 shares; 2025Q1: 5,911 shares; 2025Q2: 6,585 shares; 2025Q3: 6,913 shares; 2025Q4: 7,975 shares 7,975 $2.76M 0.08% +1,062 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,189 shares; 2025Q1: 3,211 shares; 2025Q2: 25,968 shares; 2025Q3: 33,859 shares; 2025Q4: 34,558 shares 34,558 $2.76M 0.08% +699 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,318 shares; 2024Q4: 8,636 shares; 2025Q1: 8,936 shares; 2025Q2: 8,947 shares; 2025Q3: 8,949 shares; 2025Q4: 9,009 shares 9,009 $2.75M 0.08% +60 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,346 shares; 2024Q4: 95,572 shares; 2025Q1: 96,349 shares; 2025Q2: 100,640 shares; 2025Q3: 101,533 shares; 2025Q4: 102,870 shares 102,870 $2.7M 0.08% +1,337 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 6,367 shares; 2025Q1: 7,372 shares; 2025Q2: 7,738 shares; 2025Q3: 8,003 shares; 2025Q4: 8,164 shares 8,164 $2.63M 0.08% +161 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,419 shares; 2025Q3: 47,910 shares; 2025Q4: 48,043 shares 48,043 $2.6M 0.08% +133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,647 shares; 2025Q4: 176,647 shares 176,647 $2.52M 0.08% +50,000 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,088 shares; 2024Q4: 20,111 shares; 2025Q1: 20,589 shares; 2025Q2: 22,030 shares; 2025Q3: 22,889 shares; 2025Q4: 22,512 shares 22,512 $2.51M 0.08% -377 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,576 shares; 2024Q4: 20,304 shares; 2025Q1: 20,194 shares; 2025Q2: 21,743 shares; 2025Q3: 21,744 shares; 2025Q4: 23,986 shares 23,986 $2.25M 0.07% +2,242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: not reported; 2025Q1: 5,937 shares; 2025Q2: 5,937 shares; 2025Q3: 47,635 shares; 2025Q4: 50,606 shares 50,606 $2.17M 0.07% +2,971 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,458 shares; 2025Q1: 6,541 shares; 2025Q2: 6,662 shares; 2025Q3: 6,678 shares; 2025Q4: 6,672 shares 6,672 $2.13M 0.06% -6 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,595 shares; 2025Q1: 1,848 shares; 2025Q2: 1,725 shares; 2025Q3: 1,733 shares; 2025Q4: 1,890 shares 1,890 $2.03M 0.06% +157 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,553 shares; 2025Q1: 5,494 shares; 2025Q2: 6,845 shares; 2025Q3: 6,544 shares; 2025Q4: 6,650 shares 6,650 $2.02M 0.06% +106 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,272 shares; 2024Q4: 69,532 shares; 2025Q1: 69,738 shares; 2025Q2: 69,935 shares; 2025Q3: 70,122 shares; 2025Q4: 73,394 shares 73,394 $1.98M 0.06% +3,272 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,344 shares; 2024Q4: 7,182 shares; 2025Q1: 7,901 shares; 2025Q2: 8,121 shares; 2025Q3: 8,222 shares; 2025Q4: 8,480 shares 8,480 $1.94M 0.06% +258 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,202 shares; 2025Q3: 30,273 shares; 2025Q4: 30,347 shares 30,347 $1.92M 0.06% +74 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,150 shares; 2024Q4: 32,529 shares; 2025Q1: 32,329 shares; 2025Q2: 32,848 shares; 2025Q3: 32,811 shares; 2025Q4: 36,362 shares 36,362 $1.85M 0.06% +3,551 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,435 shares; 2024Q4: 60,741 shares; 2025Q1: 61,003 shares; 2025Q2: 65,114 shares; 2025Q3: 67,078 shares; 2025Q4: 67,378 shares 67,378 $1.79M 0.05% +300 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 2,313 shares; 2025Q1: 2,347 shares; 2025Q2: 2,929 shares; 2025Q3: 2,593 shares; 2025Q4: 2,766 shares 2,766 $1.73M 0.05% +173 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 2,439 shares; 2025Q3: 4,653 shares; 2025Q4: 3,528 shares 3,528 $1.72M 0.05% -1,125 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,220 shares; 2024Q4: 14,369 shares; 2025Q1: 15,767 shares; 2025Q2: 13,918 shares; 2025Q3: 13,949 shares; 2025Q4: 13,972 shares 13,972 $1.68M 0.05% +23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,945 shares; 2024Q4: 12,530 shares; 2025Q1: 12,543 shares; 2025Q2: 18,999 shares; 2025Q3: 19,002 shares; 2025Q4: 19,049 shares 19,049 $1.68M 0.05% +47 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,438 shares; 2024Q4: 65,561 shares; 2025Q1: 65,779 shares; 2025Q2: 65,768 shares; 2025Q3: 23,874 shares; 2025Q4: 23,984 shares 23,984 $1.66M 0.05% +110 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,391 shares; 2024Q4: 7,476 shares; 2025Q1: 7,843 shares; 2025Q2: 8,035 shares; 2025Q3: 8,292 shares; 2025Q4: 8,251 shares 8,251 $1.61M 0.05% -41 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 8,891 shares; 2025Q1: 9,652 shares; 2025Q2: 9,876 shares; 2025Q3: 9,923 shares; 2025Q4: 9,696 shares 9,696 $1.56M 0.05% -227 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,099 shares; 2024Q4: 31,435 shares; 2025Q1: 31,435 shares; 2025Q2: 30,800 shares; 2025Q3: 30,800 shares; 2025Q4: 32,952 shares 32,952 $1.5M 0.05% +2,152 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,313 shares; 2024Q4: 36,865 shares; 2025Q1: 36,733 shares; 2025Q2: 31,199 shares; 2025Q3: 30,716 shares; 2025Q4: 30,190 shares 30,190 $1.41M 0.04% -526 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,634 shares; 2024Q4: 35,823 shares; 2025Q1: 38,797 shares; 2025Q2: 40,875 shares; 2025Q3: 40,875 shares; 2025Q4: 41,899 shares 41,899 $1.37M 0.04% +1,024 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,027 shares; 2024Q4: 16,556 shares; 2025Q1: 15,590 shares; 2025Q2: 15,186 shares; 2025Q3: 15,378 shares; 2025Q4: 15,470 shares 15,470 $1.33M 0.04% +92 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,351 shares; 2025Q3: 17,356 shares; 2025Q4: 17,282 shares 17,282 $1.31M 0.04% -74 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 4,318 shares; 2025Q1: 4,385 shares; 2025Q2: 4,449 shares; 2025Q3: 4,444 shares; 2025Q4: 4,502 shares 4,502 $1.3M 0.04% +58 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,275 shares; 2025Q3: 19,328 shares; 2025Q4: 19,404 shares 19,404 $1.3M 0.04% +76 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,128 shares; 2025Q1: 1,155 shares; 2025Q2: 1,100 shares; 2025Q3: 1,723 shares; 2025Q4: 1,840 shares 1,840 $1.25M 0.04% +117 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,622 shares; 2024Q4: 12,080 shares; 2025Q1: 9,238 shares; 2025Q2: 9,216 shares; 2025Q3: 9,230 shares; 2025Q4: 13,984 shares 13,984 $1.24M 0.04% +4,754 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,161 shares; 2025Q1: 1,150 shares; 2025Q2: 850 shares; 2025Q3: 1,204 shares; 2025Q4: 3,671 shares 3,671 $1.21M 0.04% +2,467 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,575 shares; 2025Q1: 3,236 shares; 2025Q2: 3,303 shares; 2025Q3: 3,135 shares; 2025Q4: 3,448 shares 3,448 $1.21M 0.04% +313 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 2,102 shares; 2025Q3: 2,083 shares; 2025Q4: 2,554 shares 2,554 $1.21M 0.04% +471 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 1,003 shares; 2025Q1: 1,580 shares; 2025Q2: 1,594 shares; 2025Q3: 1,636 shares; 2025Q4: 2,114 shares 2,114 $1.21M 0.04% +478 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,517 shares; 2024Q4: 10,607 shares; 2025Q1: 13,357 shares; 2025Q2: 15,275 shares; 2025Q3: 15,339 shares; 2025Q4: 15,720 shares 15,720 $1.16M 0.04% +381 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,937 shares; 2024Q4: 7,696 shares; 2025Q1: 7,276 shares; 2025Q2: 7,638 shares; 2025Q3: 7,845 shares; 2025Q4: 12,125 shares 12,125 $1.15M 0.03% +4,280 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,800 shares; 2025Q1: 2,833 shares; 2025Q2: 2,879 shares; 2025Q3: 2,884 shares; 2025Q4: 2,877 shares 2,877 $1.12M 0.03% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,134 shares; 2025Q1: 2,217 shares; 2025Q2: 2,237 shares; 2025Q3: 2,176 shares; 2025Q4: 2,094 shares 2,094 $1.09M 0.03% -82 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,224 shares; 2025Q1: 3,346 shares; 2025Q2: 4,991 shares; 2025Q3: 5,018 shares; 2025Q4: 4,949 shares 4,949 $1.07M 0.03% -69 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 854 shares; 2025Q1: 1,014 shares; 2025Q2: 1,111 shares; 2025Q3: 1,029 shares; 2025Q4: 1,235 shares 1,235 $1.07M 0.03% +206 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: 3,514 shares; 2025Q1: 4,416 shares; 2025Q2: 5,935 shares; 2025Q3: 4,891 shares; 2025Q4: 4,989 shares 4,989 $1.03M 0.03% +98 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,060 shares; 2025Q1: 2,160 shares; 2025Q2: 2,153 shares; 2025Q3: 2,147 shares; 2025Q4: 3,215 shares 3,215 $1.01M 0.03% +1,068 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 2,703 shares; 2025Q1: 2,672 shares; 2025Q2: 2,847 shares; 2025Q3: 2,964 shares; 2025Q4: 2,926 shares 2,926 $1.01M 0.03% -38 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,703 shares; 2024Q4: 50,744 shares; 2025Q1: 48,206 shares; 2025Q2: 44,434 shares; 2025Q3: 41,410 shares; 2025Q4: 39,059 shares 39,059 $975K 0.03% -2,351 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,281 shares; 2025Q1: 1,318 shares; 2025Q2: 1,142 shares; 2025Q3: 1,352 shares; 2025Q4: 1,665 shares 1,665 $954K 0.03% +313 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 6,432 shares; 2025Q1: 7,179 shares; 2025Q2: 7,372 shares; 2025Q3: 7,363 shares; 2025Q4: 7,306 shares 7,306 $915K 0.03% -57 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,515 shares; 2025Q3: 27,616 shares; 2025Q4: 27,487 shares 27,487 $904K 0.03% -129 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,574 shares; 2024Q4: 4,740 shares; 2025Q1: 4,136 shares; 2025Q2: 7,956 shares; 2025Q3: 8,064 shares; 2025Q4: 7,476 shares 7,476 $898K 0.03% -588 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,654 shares; 2024Q4: 13,756 shares; 2025Q1: 13,697 shares; 2025Q2: 14,011 shares; 2025Q3: 13,833 shares; 2025Q4: 13,765 shares 13,765 $882K 0.03% -68 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,757 shares; 2024Q4: 6,682 shares; 2025Q1: 6,870 shares; 2025Q2: 8,243 shares; 2025Q3: 8,336 shares; 2025Q4: 7,466 shares 7,466 $849K 0.03% -870 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,183 shares; 2025Q3: 11,127 shares; 2025Q4: 11,087 shares 11,087 $832K 0.03% -40 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: not reported; 2025Q1: 789 shares; 2025Q2: 2,224 shares; 2025Q3: 2,638 shares; 2025Q4: 2,444 shares 2,444 $800K 0.02% -194 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: 1,177 shares 1,177 $793K 0.02% +742 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,115 shares; 2024Q4: 27,089 shares; 2025Q1: 27,869 shares; 2025Q2: 31,409 shares; 2025Q3: 31,215 shares; 2025Q4: 31,534 shares 31,534 $785K 0.02% +319 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 4,297 shares; 2025Q1: 4,940 shares; 2025Q2: 5,169 shares; 2025Q3: 5,401 shares; 2025Q4: 5,443 shares 5,443 $781K 0.02% +42 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,694 shares; 2024Q4: 11,520 shares; 2025Q1: 11,715 shares; 2025Q2: 11,520 shares; 2025Q3: 10,825 shares; 2025Q4: 10,814 shares 10,814 $772K 0.02% -11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,094 shares; 2024Q4: 18,094 shares; 2025Q1: 18,094 shares; 2025Q2: 18,094 shares; 2025Q3: 18,094 shares; 2025Q4: 18,094 shares 18,094 $752K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 15,972 shares; 2025Q1: 16,098 shares; 2025Q2: 16,230 shares; 2025Q3: 16,307 shares; 2025Q4: 16,455 shares 16,455 $751K 0.02% +148 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 2,025 shares; 2025Q1: 2,387 shares; 2025Q2: 2,436 shares; 2025Q3: 2,474 shares; 2025Q4: 2,507 shares 2,507 $742K 0.02% +33 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,592 shares; 2024Q4: 6,845 shares; 2025Q1: 7,245 shares; 2025Q2: 7,460 shares; 2025Q3: 6,709 shares; 2025Q4: 5,179 shares 5,179 $742K 0.02% -1,530 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,992 shares; 2024Q4: 26,681 shares; 2025Q1: 26,799 shares; 2025Q2: 31,258 shares; 2025Q3: 31,479 shares; 2025Q4: 35,321 shares 35,321 $738K 0.02% +3,842 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 5,835 shares; 2025Q1: 5,878 shares; 2025Q2: 5,401 shares; 2025Q3: 5,437 shares; 2025Q4: 3,851 shares 3,851 $713K 0.02% -1,586 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,584 shares; 2025Q1: 4,379 shares; 2025Q2: 4,086 shares; 2025Q3: 4,081 shares; 2025Q4: 3,808 shares 3,808 $690K 0.02% -273 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,900 shares; 2025Q1: 3,669 shares; 2025Q2: 4,103 shares; 2025Q3: 4,383 shares; 2025Q4: 4,484 shares 4,484 $683K 0.02% +101 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,767 shares; 2024Q4: 30,767 shares; 2025Q1: 30,767 shares; 2025Q2: 30,767 shares; 2025Q3: 30,252 shares; 2025Q4: 30,752 shares 30,752 $682K 0.02% +500 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,789 shares; 2024Q4: 10,245 shares; 2025Q1: 10,660 shares; 2025Q2: 12,643 shares; 2025Q3: 11,885 shares; 2025Q4: 11,828 shares 11,828 $682K 0.02% -57 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,470 shares; 2024Q4: 16,491 shares; 2025Q1: 16,491 shares; 2025Q2: 16,597 shares; 2025Q3: 18,052 shares; 2025Q4: 18,881 shares 18,881 $681K 0.02% +829 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 1,704 shares; 2025Q1: 1,707 shares; 2025Q2: 1,694 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares 1,694 $671K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,135 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,270 shares 12,270 $671K 0.02% +270 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,812 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares 1,712 $662K 0.02% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 5,193 shares; 2025Q1: 5,612 shares; 2025Q2: 5,498 shares; 2025Q3: 6,380 shares; 2025Q4: 5,961 shares 5,961 $657K 0.02% -419 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,587 shares; 2025Q1: 2,096 shares; 2025Q2: 2,072 shares; 2025Q3: 2,075 shares; 2025Q4: 2,120 shares 2,120 $653K 0.02% +45 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,421 shares; 2024Q4: 10,875 shares; 2025Q1: 12,416 shares; 2025Q2: 12,610 shares; 2025Q3: 13,074 shares; 2025Q4: 11,897 shares 11,897 $640K 0.02% -1,177 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 521 shares; 2025Q1: 658 shares; 2025Q2: 673 shares; 2025Q3: 696 shares; 2025Q4: 6,801 shares 6,801 $638K 0.02% +6,105 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares 45,000 $632K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,374 shares; 2025Q4: 15,187 shares 15,187 $630K 0.02% +813 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 9,571 shares; 2025Q1: 9,690 shares; 2025Q2: 9,677 shares; 2025Q3: 9,520 shares; 2025Q4: 8,638 shares 8,638 $628K 0.02% -882 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,959 shares; 2024Q4: 10,082 shares; 2025Q1: 11,647 shares; 2025Q2: 9,678 shares; 2025Q3: 10,549 shares; 2025Q4: 11,158 shares 11,158 $614K 0.02% +609 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 5,126 shares; 2025Q1: 5,244 shares; 2025Q2: 5,392 shares; 2025Q3: 5,454 shares; 2025Q4: 5,480 shares 5,480 $613K 0.02% +26 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,930 shares; 2025Q3: 1,914 shares; 2025Q4: 1,927 shares 1,927 $607K 0.02% +13 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,837 shares; 2025Q1: 2,211 shares; 2025Q2: 2,250 shares; 2025Q3: 2,580 shares; 2025Q4: 3,141 shares 3,141 $576K 0.02% +561 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,396 shares; 2025Q1: not reported; 2025Q2: 2,114 shares; 2025Q3: 2,197 shares; 2025Q4: 2,178 shares 2,178 $560K 0.02% -19 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 6,439 shares; 2025Q1: 6,725 shares; 2025Q2: 6,670 shares; 2025Q3: 6,677 shares; 2025Q4: 12,507 shares 12,507 $552K 0.02% +5,830 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,337 shares; 2025Q3: 2,329 shares; 2025Q4: 2,579 shares 2,579 $552K 0.02% +250 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,705 shares; 2025Q4: 20,420 shares 20,420 $540K 0.02% +1,715 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 4,954 shares; 2025Q1: 6,370 shares; 2025Q2: 6,971 shares; 2025Q3: 6,877 shares; 2025Q4: 7,537 shares 7,537 $527K 0.02% +660 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,859 shares; 2024Q4: 7,611 shares; 2025Q1: 7,810 shares; 2025Q2: 7,845 shares; 2025Q3: 7,856 shares; 2025Q4: 7,757 shares 7,757 $520K 0.02% -99 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 2,598 shares; 2025Q1: 3,245 shares; 2025Q2: 3,264 shares; 2025Q3: 4,338 shares; 2025Q4: 4,936 shares 4,936 $520K 0.02% +598 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,307 shares; 2024Q4: 15,039 shares; 2025Q1: 17,790 shares; 2025Q2: 18,899 shares; 2025Q3: 18,927 shares; 2025Q4: 20,358 shares 20,358 $506K 0.02% +1,431 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares; 2025Q4: 1,712 shares 1,712 $489K 0.01% +145 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,371 shares; 2025Q1: 6,413 shares; 2025Q2: 6,250 shares; 2025Q3: 6,644 shares; 2025Q4: 6,723 shares 6,723 $482K 0.01% +79 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,524 shares; 2025Q1: 6,654 shares; 2025Q2: 5,173 shares; 2025Q3: 6,028 shares; 2025Q4: 6,245 shares 6,245 $481K 0.01% +217 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 6,977 shares; 2025Q1: 7,172 shares; 2025Q2: 7,763 shares; 2025Q3: 7,939 shares; 2025Q4: 10,276 shares 10,276 $472K 0.01% +2,337 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 330 shares; 2025Q1: 349 shares; 2025Q2: 436 shares; 2025Q3: 421 shares; 2025Q4: 436 shares 436 $466K 0.01% +15 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,057 shares; 2025Q3: 6,052 shares; 2025Q4: 5,965 shares 5,965 $459K 0.01% -87 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 2,123 shares; 2025Q1: 3,039 shares; 2025Q2: 3,060 shares; 2025Q3: 3,315 shares; 2025Q4: 3,296 shares 3,296 $454K 0.01% -19 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,229 shares; 2025Q1: 3,284 shares; 2025Q2: 3,495 shares; 2025Q3: 3,539 shares; 2025Q4: 3,638 shares 3,638 $441K 0.01% +99 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,459 shares 2,459 $437K 0.01% +25 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,438 shares 1,438 $425K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 7,564 shares; 2025Q1: 12,693 shares; 2025Q2: 11,443 shares; 2025Q3: 12,244 shares; 2025Q4: 10,039 shares 10,039 $419K 0.01% -2,205 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,313 shares; 2025Q1: 2,991 shares; 2025Q2: not reported; 2025Q3: 2,943 shares; 2025Q4: 2,956 shares 2,956 $418K 0.01% +13 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 513 shares; 2025Q2: 430 shares; 2025Q3: 448 shares; 2025Q4: 475 shares 475 $418K 0.01% +27 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,488 shares; 2025Q4: 1,720 shares 1,720 $417K 0.01% +232 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,368 shares; 2025Q3: 5,006 shares; 2025Q4: 5,126 shares 5,126 $416K 0.01% +120 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,141 shares; 2025Q1: 2,706 shares; 2025Q2: 2,379 shares; 2025Q3: 2,298 shares; 2025Q4: 2,285 shares 2,285 $416K 0.01% -13 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,861 shares 24,861 $403K 0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,158 shares; 2025Q3: 2,201 shares; 2025Q4: 2,296 shares 2,296 $393K 0.01% +95 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 5,602 shares; 2025Q1: 5,688 shares; 2025Q2: 6,942 shares; 2025Q3: 7,113 shares; 2025Q4: 7,291 shares 7,291 $389K 0.01% +178 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,348 shares; 2025Q4: 1,339 shares 1,339 $387K 0.01% -9 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,348 shares; 2025Q1: 2,502 shares; 2025Q2: 2,578 shares; 2025Q3: 2,678 shares; 2025Q4: 3,227 shares 3,227 $378K 0.01% +549 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,012 shares 1,012 $378K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,058 shares; 2025Q1: 1,173 shares; 2025Q2: 1,168 shares; 2025Q3: 1,118 shares; 2025Q4: 1,422 shares 1,422 $377K 0.01% +304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,862 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares; 2025Q4: 4,776 shares 4,776 $376K 0.01% +108 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,651 shares; 2025Q1: 4,825 shares; 2025Q2: 4,831 shares; 2025Q3: 6,351 shares; 2025Q4: 4,977 shares 4,977 $375K 0.01% -1,374 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,880 shares 2,880 $372K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,611 shares; 2025Q2: 6,199 shares; 2025Q3: 6,199 shares; 2025Q4: 6,199 shares 6,199 $364K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,181 shares 11,181 $358K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,719 shares; 2025Q1: 1,926 shares; 2025Q2: 1,873 shares; 2025Q3: 1,887 shares; 2025Q4: 1,480 shares 1,480 $357K 0.01% -407 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,923 shares; 2025Q3: 2,949 shares; 2025Q4: 2,984 shares 2,984 $356K 0.01% +35 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,803 shares; 2025Q2: 1,894 shares; 2025Q3: 1,900 shares; 2025Q4: 1,910 shares 1,910 $355K 0.01% +10 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,061 shares; 2025Q2: 1,748 shares; 2025Q3: 1,714 shares; 2025Q4: 1,529 shares 1,529 $354K 0.01% -185 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 839 shares; 2025Q1: 889 shares; 2025Q2: 1,026 shares; 2025Q3: 900 shares; 2025Q4: 903 shares 903 $351K 0.01% +3 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,402 shares 2,402 $348K 0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,267 shares; 2025Q1: 1,544 shares; 2025Q2: 1,676 shares; 2025Q3: 1,613 shares; 2025Q4: 1,573 shares 1,573 $346K 0.01% -40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,015 shares; 2024Q4: 7,099 shares; 2025Q1: 7,173 shares; 2025Q2: 7,068 shares; 2025Q3: 7,178 shares; 2025Q4: 7,501 shares 7,501 $344K 0.01% +323 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 1,790 shares; 2025Q3: 2,049 shares; 2025Q4: 2,203 shares 2,203 $338K 0.01% +154 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,432 shares; 2025Q2: 1,720 shares; 2025Q3: 1,480 shares; 2025Q4: 1,956 shares 1,956 $335K 0.01% +476 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,458 shares; 2025Q1: 2,463 shares; 2025Q2: 3,098 shares; 2025Q3: 3,123 shares; 2025Q4: 3,116 shares 3,116 $332K 0.01% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,236 shares; 2025Q3: 5,267 shares; 2025Q4: 4,872 shares 4,872 $326K 0.01% -395 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,333 shares; 2025Q3: 2,391 shares; 2025Q4: 2,403 shares 2,403 $325K 0.01% +12 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: not reported; 2025Q4: 1,193 shares 1,193 $323K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 2,001 shares; 2025Q4: 2,007 shares 2,007 $323K 0.01% +6 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 7,197 shares; 2025Q1: 7,689 shares; 2025Q2: 7,705 shares; 2025Q3: 8,482 shares; 2025Q4: 6,825 shares 6,825 $317K 0.01% -1,657 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares 1,946 $316K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 642 shares 642 $312K 0.01% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,781 shares; 2024Q4: 12,636 shares; 2025Q1: 42,071 shares; 2025Q2: 43,350 shares; 2025Q3: 41,865 shares; 2025Q4: 39,564 shares 39,564 $311K 0.01% -2,301 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,769 shares; 2025Q2: 2,103 shares; 2025Q3: 1,925 shares; 2025Q4: 2,115 shares 2,115 $310K 0.01% +190 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 4,217 shares; 2025Q1: 4,326 shares; 2025Q2: 4,881 shares; 2025Q3: 4,986 shares; 2025Q4: 4,859 shares 4,859 $310K 0.01% -127 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,545 shares; 2025Q3: 3,544 shares; 2025Q4: 3,593 shares 3,593 $309K 0.01% +49 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,164 shares; 2025Q1: 4,343 shares; 2025Q2: 4,670 shares; 2025Q3: 4,657 shares; 2025Q4: 4,195 shares 4,195 $309K 0.01% -462 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: not reported; 2025Q1: 874 shares; 2025Q2: 993 shares; 2025Q3: 850 shares; 2025Q4: 989 shares 989 $309K 0.01% +139 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,792 shares; 2024Q4: 8,663 shares; 2025Q1: 8,489 shares; 2025Q2: 7,794 shares; 2025Q3: 7,676 shares; 2025Q4: 7,568 shares 7,568 $300K 0.01% -108 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,089 shares; 2025Q1: 1,602 shares; 2025Q2: 1,487 shares; 2025Q3: 1,479 shares; 2025Q4: 1,226 shares 1,226 $298K 0.01% -253 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,474 shares; 2024Q4: not reported; 2025Q1: 5,603 shares; 2025Q2: 6,838 shares; 2025Q3: 7,784 shares; 2025Q4: 7,289 shares 7,289 $297K 0.01% -495 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 508 shares; 2025Q3: not reported; 2025Q4: 523 shares 523 $296K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,619 shares; 2025Q3: 1,648 shares; 2025Q4: 1,537 shares 1,537 $294K 0.01% -111 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,772 shares 17,772 $293K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,885 shares; 2025Q1: 3,314 shares; 2025Q2: 2,879 shares; 2025Q3: 2,749 shares; 2025Q4: 3,467 shares 3,467 $292K 0.01% +718 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 332 shares 332 $292K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339 shares; 2025Q3: 406 shares; 2025Q4: 438 shares 438 $290K 0.01% +32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 51 shares; 2025Q3: 53 shares; 2025Q4: 54 shares 54 $289K 0.01% +1 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980 shares 980 $288K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 482 shares; 2025Q4: 434 shares 434 $284K 0.01% -48 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares; 2025Q4: 3,072 shares 3,072 $282K 0.01% +418 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,581 shares 5,581 $282K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,815 shares; 2025Q1: 3,392 shares; 2025Q2: 3,673 shares; 2025Q3: 3,279 shares; 2025Q4: 3,541 shares 3,541 $280K 0.01% +262 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $279K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,201 shares; 2025Q2: 3,257 shares; 2025Q3: 3,364 shares; 2025Q4: 3,407 shares 3,407 $278K 0.01% +43 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 10,657 shares; 2025Q1: 17,872 shares; 2025Q2: 16,211 shares; 2025Q3: 16,811 shares; 2025Q4: 17,284 shares 17,284 $274K 0.01% +473 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 909 shares; 2025Q4: 1,053 shares 1,053 $272K 0.01% +144 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,114 shares; 2024Q4: 58,354 shares; 2025Q1: 92,849 shares; 2025Q2: 77,171 shares; 2025Q3: 77,870 shares; 2025Q4: 94,485 shares 94,485 $268K 0.01% +16,615 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 889 shares; 2025Q3: 927 shares; 2025Q4: 885 shares 885 $267K 0.01% -42 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,370 shares; 2025Q4: 7,179 shares 7,179 $265K 0.01% -191 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 3,038 shares; 2025Q1: 3,042 shares; 2025Q2: 3,029 shares; 2025Q3: 3,069 shares; 2025Q4: 3,069 shares 3,069 $265K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: not reported; 2025Q1: 2,166 shares; 2025Q2: 2,367 shares; 2025Q3: 2,374 shares; 2025Q4: 2,374 shares 2,374 $262K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 318 shares 318 $261K 0.01% +1 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,198 shares; 2025Q2: 3,185 shares; 2025Q3: 3,124 shares; 2025Q4: 3,238 shares 3,238 $260K 0.01% +114 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 695 shares; 2025Q4: 730 shares 730 $258K 0.01% +35 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 1,940 shares 1,940 $254K 0.01% -46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,044 shares; 2025Q1: not reported; 2025Q2: 13,997 shares; 2025Q3: 16,392 shares; 2025Q4: 15,766 shares 15,766 $254K 0.01% -626 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 8,868 shares; 2025Q1: 8,868 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares; 2025Q4: 9,256 shares 9,256 $251K 0.01% +71 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 2,432 shares; 2025Q4: 2,490 shares 2,490 $249K 0.01% +58 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 1,909 shares; 2025Q4: 2,025 shares 2,025 $249K 0.01% +116 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 1,784 shares; 2025Q4: 1,784 shares 1,784 $248K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,598 shares; 2025Q2: 17,458 shares; 2025Q3: 20,037 shares; 2025Q4: 21,094 shares 21,094 $247K 0.01% +1,057 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,957 shares; 2025Q3: 2,957 shares; 2025Q4: 2,164 shares 2,164 $246K 0.01% -793 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,455 shares 2,455 $245K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 784 shares; 2025Q3: 781 shares; 2025Q4: 789 shares 789 $245K 0.01% +8 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,223 shares 3,223 $245K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,449 shares; 2025Q3: 4,449 shares; 2025Q4: 4,556 shares 4,556 $244K 0.01% +107 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,013 shares; 2024Q4: 13,092 shares; 2025Q1: 13,320 shares; 2025Q2: 13,256 shares; 2025Q3: 14,374 shares; 2025Q4: 12,361 shares 12,361 $244K 0.01% -2,013 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,589 shares; 2024Q4: 10,421 shares; 2025Q1: 13,312 shares; 2025Q2: 18,984 shares; 2025Q3: 11,857 shares; 2025Q4: 13,642 shares 13,642 $243K 0.01% +1,785 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,393 shares; 2025Q1: 4,018 shares; 2025Q2: 4,126 shares; 2025Q3: 4,258 shares; 2025Q4: 3,252 shares 3,252 $239K 0.01% -1,006 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 600 shares; 2025Q1: 812 shares; 2025Q2: 843 shares; 2025Q3: 785 shares; 2025Q4: 555 shares 555 $237K 0.01% -230 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,645 shares 1,645 $236K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,704 shares; 2025Q1: 14,838 shares; 2025Q2: 22,673 shares; 2025Q3: 24,108 shares; 2025Q4: 16,703 shares 16,703 $235K 0.01% -7,405 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 403 shares 403 $234K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 199 shares; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 310 shares; 2025Q4: 1,523 shares 1,523 $233K 0.01% +1,213 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,627 shares; 2025Q1: 2,731 shares; 2025Q2: 2,842 shares; 2025Q3: 2,832 shares; 2025Q4: 2,920 shares 2,920 $231K 0.01% +88 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares 1,444 $231K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 381 shares 381 $230K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,106 shares; 2025Q1: 1,346 shares; 2025Q2: 1,463 shares; 2025Q3: 1,298 shares; 2025Q4: 891 shares 891 $229K 0.01% -407 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,924 shares 4,924 $228K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,739 shares; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares; 2025Q3: 6,524 shares; 2025Q4: 6,207 shares 6,207 $227K 0.01% -317 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,528 shares 2,528 $226K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,924 shares 1,924 $224K 0.01% new Timeline ATLO AMES NATL CORP More: the full row for AMES NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,765 shares 9,765 $224K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 2,605 shares; 2025Q3: 2,775 shares; 2025Q4: 2,565 shares 2,565 $224K 0.01% -210 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,013 shares 19,013 $222K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,842 shares; 2025Q2: 2,888 shares; 2025Q3: 2,807 shares; 2025Q4: 2,308 shares 2,308 $220K 0.01% -499 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares 791 $220K 0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,371 shares; 2025Q4: 2,401 shares 2,401 $218K 0.01% +30 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,255 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,013 shares 1,013 $217K 0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: 699 shares; 2025Q2: 776 shares; 2025Q3: 720 shares; 2025Q4: 615 shares 615 $216K 0.01% -105 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares 944 $216K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176 shares 176 $214K 0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: not reported; 2025Q4: 453 shares 453 $212K 0.01% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,686 shares 4,686 $211K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818 shares 1,818 $211K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 379 shares; 2025Q4: 363 shares 363 $211K 0.01% -16 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,749 shares; 2024Q4: 6,224 shares; 2025Q1: 7,136 shares; 2025Q2: 7,418 shares; 2025Q3: 7,046 shares; 2025Q4: 6,943 shares 6,943 $208K 0.01% -103 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,210 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,830 shares 3,830 $207K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 526 shares; 2025Q1: not reported; 2025Q2: 703 shares; 2025Q3: not reported; 2025Q4: 587 shares 587 $205K 0.01% new Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6,926 shares; 2025Q1: 6,876 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,931 shares 4,931 $205K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,106 shares 3,106 $203K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 753 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 891 shares 891 $203K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,806 shares; 2024Q4: 8,806 shares; 2025Q1: 8,806 shares; 2025Q2: 8,806 shares; 2025Q3: 8,806 shares; 2025Q4: 8,806 shares 8,806 $202K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,281 shares; 2025Q4: 7,862 shares 7,862 $201K 0.01% +581 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 967 shares 967 $201K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,514 shares; 2025Q1: 1,745 shares; 2025Q2: 1,829 shares; 2025Q3: 1,528 shares; 2025Q4: 1,027 shares 1,027 $200K 0.01% -501 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,781 shares 10,781 $197K 0.01% new Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,881 shares 31,881 $169K 0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,767 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,382 shares 10,382 $135K <0.01% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,599 shares 10,599 $133K <0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,722 shares 10,722 $129K <0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,719 shares 10,719 $125K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,167 shares; 2025Q3: 16,159 shares; 2025Q4: 14,547 shares 14,547 $82.2K <0.01% -1,612 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,966 shares; 2025Q3: 11,039 shares; 2025Q4: 12,376 shares 12,376 $65.6K <0.01% +1,337 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,693 shares; 2025Q4: 10,693 shares 10,693 $43K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,488 shares; 2024Q4: 16,088 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,166 shares 12,166 $30.1K <0.01% new Timeline