IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,028,700 shares; 2024Q1: 1,106,401 shares; 2024Q2: 1,197,083 shares; 2024Q3: 1,214,156 shares; 2024Q4: 1,237,094 shares; 2025Q1: 1,235,151 shares 1,235,151 $93.4M 6.04% -1,943 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 235,143 shares; 2024Q1: 1,228,945 shares; 2024Q2: 1,298,442 shares; 2024Q3: 1,293,269 shares; 2024Q4: 1,295,807 shares; 2025Q1: 1,283,100 shares 1,283,100 $74.9M 4.84% -12,707 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 900,636 shares; 2024Q1: 1,062,049 shares; 2024Q2: 1,153,502 shares; 2024Q3: 1,243,149 shares; 2024Q4: 1,356,804 shares; 2025Q1: 1,424,953 shares 1,424,953 $70.7M 4.57% +68,149 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,032,496 shares; 2024Q1: 1,112,211 shares; 2024Q2: 1,177,590 shares; 2024Q3: 1,195,442 shares; 2024Q4: 1,215,829 shares; 2025Q1: 1,252,656 shares 1,252,656 $67.6M 4.37% +36,827 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 691,744 shares; 2024Q1: 703,379 shares; 2024Q2: 708,963 shares; 2024Q3: 698,265 shares; 2024Q4: 689,540 shares; 2025Q1: 667,556 shares 667,556 $61.7M 3.99% -21,984 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 434,486 shares; 2024Q1: 421,522 shares; 2024Q2: 412,111 shares; 2024Q3: 404,512 shares; 2024Q4: 392,495 shares; 2025Q1: 365,197 shares 365,197 $58.9M 3.81% -27,298 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 494,682 shares; 2024Q1: 518,077 shares; 2024Q2: 559,335 shares; 2024Q3: 555,092 shares; 2024Q4: 557,675 shares; 2025Q1: 555,453 shares 555,453 $58.1M 3.76% -2,222 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 177,799 shares; 2024Q1: 202,665 shares; 2024Q2: 234,584 shares; 2024Q3: 246,737 shares; 2024Q4: 253,208 shares; 2025Q1: 255,396 shares 255,396 $52.7M 3.41% +2,188 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 559,063 shares; 2024Q1: 621,769 shares; 2024Q2: 660,753 shares; 2024Q3: 702,216 shares; 2024Q4: 1,608,468 shares; 2025Q1: 1,643,225 shares 1,643,225 $44.2M 2.86% +34,757 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252,371 shares; 2024Q1: 274,180 shares; 2024Q2: 290,095 shares; 2024Q3: 293,542 shares; 2024Q4: 404,248 shares; 2025Q1: 408,258 shares 408,258 $40.4M 2.61% +4,010 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 287,720 shares; 2024Q1: 297,968 shares; 2024Q2: 316,826 shares; 2024Q3: 322,658 shares; 2024Q4: 333,112 shares; 2025Q1: 340,477 shares 340,477 $39.4M 2.55% +7,365 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 675,177 shares; 2024Q1: 677,377 shares; 2024Q2: 670,965 shares; 2024Q3: 667,851 shares; 2024Q4: 736,437 shares; 2025Q1: 740,308 shares 740,308 $37.6M 2.43% +3,871 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 610,191 shares; 2024Q1: 650,592 shares; 2024Q2: 703,617 shares; 2024Q3: 719,382 shares; 2024Q4: 717,726 shares; 2025Q1: 702,609 shares 702,609 $35M 2.26% -15,117 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 160,704 shares; 2024Q1: 167,946 shares; 2024Q2: 177,055 shares; 2024Q3: 174,783 shares; 2024Q4: 171,016 shares; 2025Q1: 168,207 shares 168,207 $33.2M 2.15% -2,809 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 313,184 shares; 2024Q1: 313,455 shares; 2024Q2: 316,452 shares; 2024Q3: 314,141 shares; 2024Q4: 322,810 shares; 2025Q1: 313,470 shares 313,470 $33.1M 2.14% -9,340 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,926 shares; 2024Q1: 56,202 shares; 2024Q2: 55,664 shares; 2024Q3: 55,662 shares; 2024Q4: 54,970 shares; 2025Q1: 59,052 shares 59,052 $32M 2.07% +4,082 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 155,678 shares; 2024Q1: 196,263 shares; 2024Q2: 222,699 shares; 2024Q3: 255,235 shares; 2024Q4: 299,424 shares; 2025Q1: 311,319 shares 311,319 $31.3M 2.03% +11,895 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 209,139 shares; 2024Q1: 219,027 shares; 2024Q2: 232,233 shares; 2024Q3: 229,771 shares; 2024Q4: 226,450 shares; 2025Q1: 224,012 shares 224,012 $29.4M 1.9% -2,438 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 212,298 shares; 2024Q1: 229,975 shares; 2024Q2: 248,557 shares; 2024Q3: 271,931 shares; 2024Q4: 363,681 shares; 2025Q1: 352,502 shares 352,502 $28.8M 1.86% -11,179 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 194,324 shares; 2024Q1: 204,964 shares; 2024Q2: 214,902 shares; 2024Q3: 211,163 shares; 2024Q4: 200,505 shares; 2025Q1: 190,578 shares 190,578 $27.8M 1.8% -9,927 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 916,810 shares; 2024Q1: 982,521 shares; 2024Q2: 1,059,788 shares; 2024Q3: 1,080,996 shares; 2024Q4: 1,368,171 shares; 2025Q1: 1,426,866 shares 1,426,866 $27.2M 1.76% +58,695 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 561,390 shares; 2024Q1: 562,633 shares; 2024Q2: 559,581 shares; 2024Q3: 545,288 shares; 2024Q4: 545,654 shares; 2025Q1: 537,352 shares 537,352 $24.3M 1.57% -8,302 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 373,559 shares; 2024Q1: 406,952 shares; 2024Q2: 437,258 shares; 2024Q3: 445,546 shares; 2024Q4: 467,599 shares; 2025Q1: 484,671 shares 484,671 $23.7M 1.53% +17,072 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 92,040 shares; 2024Q1: 91,933 shares; 2024Q2: 90,589 shares; 2024Q3: 89,428 shares; 2024Q4: 86,646 shares; 2025Q1: 88,155 shares 88,155 $22.8M 1.47% +1,509 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 238,336 shares; 2024Q1: 264,458 shares; 2024Q2: 283,511 shares; 2024Q3: 288,813 shares; 2024Q4: 309,274 shares; 2025Q1: 321,069 shares 321,069 $20.6M 1.33% +11,795 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 256,404 shares; 2024Q1: 242,978 shares; 2024Q2: 237,150 shares; 2024Q3: 231,981 shares; 2024Q4: 227,621 shares; 2025Q1: 218,678 shares 218,678 $20.1M 1.3% -8,943 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 176,821 shares; 2024Q1: 188,635 shares; 2024Q2: 211,083 shares; 2024Q3: 211,558 shares; 2024Q4: 202,178 shares; 2025Q1: 200,918 shares 200,918 $19.4M 1.25% -1,260 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 137,919 shares; 2024Q1: 136,481 shares; 2024Q2: 133,276 shares; 2024Q3: 127,837 shares; 2024Q4: 123,152 shares; 2025Q1: 118,272 shares 118,272 $17.6M 1.14% -4,880 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 155,335 shares; 2024Q1: 154,531 shares; 2024Q2: 153,423 shares; 2024Q3: 150,202 shares; 2024Q4: 147,077 shares; 2025Q1: 145,074 shares 145,074 $17.3M 1.12% -2,003 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 297,739 shares; 2024Q1: 291,795 shares; 2024Q2: 285,081 shares; 2024Q3: 268,800 shares; 2024Q4: 254,956 shares; 2025Q1: 247,937 shares 247,937 $17.2M 1.12% -7,019 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 67,042 shares; 2024Q1: 63,369 shares; 2024Q2: 58,158 shares; 2024Q3: 55,861 shares; 2024Q4: 54,201 shares; 2025Q1: 52,452 shares 52,452 $17.1M 1.1% -1,749 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 223,693 shares; 2024Q1: 254,319 shares; 2024Q2: 261,371 shares; 2024Q3: 281,322 shares; 2024Q4: 295,197 shares; 2025Q1: 292,031 shares 292,031 $16.8M 1.09% -3,166 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 173,073 shares; 2024Q1: 182,429 shares; 2024Q2: 197,696 shares; 2024Q3: 197,894 shares; 2024Q4: 196,425 shares; 2025Q1: 196,101 shares 196,101 $16M 1.04% -324 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,124 shares; 2024Q1: 95,983 shares; 2024Q2: 95,581 shares; 2024Q3: 70,252 shares; 2024Q4: 71,596 shares; 2025Q1: 71,859 shares 71,859 $16M 1.03% +263 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 67,699 shares; 2024Q1: 68,393 shares; 2024Q2: 67,903 shares; 2024Q3: 66,336 shares; 2024Q4: 65,388 shares; 2025Q1: 71,786 shares 71,786 $15.9M 1.03% +6,398 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 291,743 shares; 2024Q1: 284,135 shares; 2024Q2: 268,646 shares; 2024Q3: 256,473 shares; 2024Q4: 249,334 shares; 2025Q1: 229,639 shares 229,639 $15.7M 1.01% -19,695 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 182,548 shares; 2024Q1: 183,501 shares; 2024Q2: 186,551 shares; 2024Q3: 183,953 shares; 2024Q4: 175,503 shares; 2025Q1: 165,838 shares 165,838 $15.5M 1% -9,665 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,793 shares; 2024Q1: 58,634 shares; 2024Q2: 58,902 shares; 2024Q3: 57,805 shares; 2024Q4: 59,011 shares; 2025Q1: 57,894 shares 57,894 $15.3M 0.99% -1,117 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 217,965 shares; 2024Q1: 227,515 shares; 2024Q2: 226,707 shares; 2024Q3: 219,900 shares; 2024Q4: 215,568 shares; 2025Q1: 216,349 shares 216,349 $13.7M 0.89% +781 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 284,394 shares; 2024Q1: 269,593 shares; 2024Q2: 264,007 shares; 2024Q3: 259,022 shares; 2024Q4: 250,856 shares; 2025Q1: 240,522 shares 240,522 $13.5M 0.88% -10,334 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140,220 shares; 2024Q1: 143,457 shares; 2024Q2: 149,738 shares; 2024Q3: 148,909 shares; 2024Q4: 148,434 shares; 2025Q1: 146,902 shares 146,902 $11.6M 0.75% -1,532 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,852 shares; 2024Q1: 56,686 shares; 2024Q2: 55,708 shares; 2024Q3: 54,787 shares; 2024Q4: 53,427 shares; 2025Q1: 50,599 shares 50,599 $11.1M 0.72% -2,828 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 115,260 shares; 2024Q1: 113,331 shares; 2024Q2: 111,876 shares; 2024Q3: 107,998 shares; 2024Q4: 106,273 shares; 2025Q1: 105,823 shares 105,823 $9.59M 0.62% -450 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 158,553 shares; 2024Q1: 157,286 shares; 2024Q2: 155,251 shares; 2024Q3: 150,237 shares; 2024Q4: 145,090 shares; 2025Q1: 138,427 shares 138,427 $9.48M 0.61% -6,663 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 209,167 shares; 2024Q1: 217,055 shares; 2024Q2: 219,986 shares; 2024Q3: 219,367 shares; 2024Q4: 219,256 shares; 2025Q1: 215,936 shares 215,936 $9.04M 0.58% -3,320 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,432 shares; 2024Q1: 66,868 shares; 2024Q2: 70,398 shares; 2024Q3: 68,222 shares; 2024Q4: 84,631 shares; 2025Q1: 89,174 shares 89,174 $8.12M 0.53% +4,543 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,985 shares; 2024Q1: 95,639 shares; 2024Q2: 99,594 shares; 2024Q3: 98,788 shares; 2024Q4: 95,455 shares; 2025Q1: 90,191 shares 90,191 $7.75M 0.5% -5,264 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,549 shares; 2024Q1: 38,844 shares; 2024Q2: 39,462 shares; 2024Q3: 39,270 shares; 2024Q4: 39,554 shares; 2025Q1: 38,704 shares 38,704 $7.36M 0.48% -850 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 233,793 shares; 2024Q1: 233,308 shares; 2024Q2: 226,753 shares; 2024Q3: 227,073 shares; 2024Q4: 228,530 shares; 2025Q1: 229,290 shares 229,290 $7.05M 0.46% +760 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,714 shares; 2024Q1: 73,928 shares; 2024Q2: 73,181 shares; 2024Q3: 70,504 shares; 2024Q4: 69,238 shares; 2025Q1: 63,385 shares 63,385 $7.04M 0.46% -5,853 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252,193 shares; 2024Q1: 252,193 shares; 2024Q2: 252,193 shares; 2024Q3: 252,193 shares; 2024Q4: 252,193 shares; 2025Q1: 252,193 shares 252,193 $6.88M 0.45% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 94,206 shares; 2024Q1: 94,008 shares; 2024Q2: 88,969 shares; 2024Q3: 88,020 shares; 2024Q4: 82,894 shares; 2025Q1: 80,855 shares 80,855 $6.88M 0.44% -2,039 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,545 shares; 2024Q1: 65,550 shares; 2024Q2: 65,336 shares; 2024Q3: 64,106 shares; 2024Q4: 65,971 shares; 2025Q1: 65,658 shares 65,658 $5.37M 0.35% -313 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 138,136 shares; 2024Q1: 139,016 shares; 2024Q2: 138,418 shares; 2024Q3: 137,175 shares; 2024Q4: 118,430 shares; 2025Q1: 96,191 shares 96,191 $4.92M 0.32% -22,239 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,109 shares; 2024Q1: 14,854 shares; 2024Q2: 15,041 shares; 2024Q3: 14,812 shares; 2024Q4: 14,493 shares; 2025Q1: 13,831 shares 13,831 $4.85M 0.31% -662 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,118 shares; 2024Q1: 27,574 shares; 2024Q2: 27,589 shares; 2024Q3: 26,167 shares; 2024Q4: 24,029 shares; 2025Q1: 23,982 shares 23,982 $4.78M 0.31% -47 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,865 shares; 2024Q1: 101,098 shares; 2024Q2: 100,806 shares; 2024Q3: 99,926 shares; 2024Q4: 98,719 shares; 2025Q1: 91,786 shares 91,786 $4.69M 0.3% -6,933 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,804 shares; 2024Q1: 6,190 shares; 2024Q2: 6,017 shares; 2024Q3: 6,015 shares; 2024Q4: 7,222 shares; 2025Q1: 8,232 shares 8,232 $4.63M 0.3% +1,010 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,131 shares; 2024Q1: 1,980 shares; 2024Q2: 1,939 shares; 2024Q3: 1,952 shares; 2024Q4: 1,923 shares; 2025Q1: 8,248 shares 8,248 $4.61M 0.3% +6,325 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,875 shares; 2024Q1: 19,841 shares; 2024Q2: 18,591 shares; 2024Q3: 18,043 shares; 2024Q4: 17,890 shares; 2025Q1: 17,477 shares 17,477 $4.33M 0.28% -413 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,917 shares; 2024Q1: 52,428 shares; 2024Q2: 51,233 shares; 2024Q3: 37,664 shares; 2024Q4: 37,294 shares; 2025Q1: 39,443 shares 39,443 $4.29M 0.28% +2,149 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,820 shares; 2024Q1: 84,679 shares; 2024Q2: 84,072 shares; 2024Q3: 82,923 shares; 2024Q4: 82,920 shares; 2025Q1: 78,607 shares 78,607 $3.93M 0.25% -4,313 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,171 shares; 2024Q1: 30,308 shares; 2024Q2: 29,489 shares; 2024Q3: 29,462 shares; 2024Q4: 28,110 shares; 2025Q1: 27,970 shares 27,970 $3.63M 0.23% -140 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,980 shares; 2024Q1: 19,721 shares; 2024Q2: 19,348 shares; 2024Q3: 18,815 shares; 2024Q4: 19,867 shares; 2025Q1: 18,790 shares 18,790 $3.55M 0.23% -1,077 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66,745 shares; 2024Q1: 66,650 shares; 2024Q2: 66,650 shares; 2024Q3: 66,043 shares; 2024Q4: 66,048 shares; 2025Q1: 66,853 shares 66,853 $2.92M 0.19% +805 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,467 shares; 2024Q1: 7,191 shares; 2024Q2: 7,307 shares; 2024Q3: 6,425 shares; 2024Q4: 6,612 shares; 2025Q1: 7,220 shares 7,220 $2.71M 0.18% +608 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,389 shares; 2024Q1: 8,205 shares; 2024Q2: 6,314 shares; 2024Q3: 5,848 shares; 2024Q4: 5,322 shares; 2025Q1: 5,231 shares 5,231 $2.69M 0.17% -91 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,452 shares; 2025Q1: 5,622 shares 5,622 $2.64M 0.17% +4,170 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,085 shares; 2024Q1: 25,085 shares; 2024Q2: 25,085 shares; 2024Q3: 25,085 shares; 2024Q4: 25,085 shares; 2025Q1: 25,121 shares 25,121 $2.3M 0.15% +36 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,136 shares; 2024Q1: 12,943 shares; 2024Q2: 12,893 shares; 2024Q3: 12,893 shares; 2024Q4: 12,893 shares; 2025Q1: 12,370 shares 12,370 $2.13M 0.14% -523 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,930 shares; 2024Q1: 22,930 shares; 2024Q2: 21,930 shares; 2024Q3: 17,629 shares; 2024Q4: 17,629 shares; 2025Q1: 17,629 shares 17,629 $1.94M 0.13% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,763 shares; 2024Q1: 15,528 shares; 2024Q2: 13,973 shares; 2024Q3: 11,340 shares; 2024Q4: 11,597 shares; 2025Q1: 11,974 shares 11,974 $1.85M 0.12% +377 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,054 shares; 2024Q1: 14,955 shares; 2024Q2: 14,989 shares; 2024Q3: 13,700 shares; 2024Q4: 12,076 shares; 2025Q1: 12,183 shares 12,183 $1.83M 0.12% +107 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,463 shares; 2024Q1: 17,331 shares; 2024Q2: 20,416 shares; 2024Q3: 20,237 shares; 2024Q4: 19,792 shares; 2025Q1: 19,164 shares 19,164 $1.74M 0.11% -628 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,970 shares; 2024Q1: 36,207 shares; 2024Q2: 35,757 shares; 2024Q3: 32,756 shares; 2024Q4: 31,860 shares; 2025Q1: 30,891 shares 30,891 $1.57M 0.1% -969 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,786 shares; 2024Q1: 2,756 shares; 2024Q2: 2,752 shares; 2024Q3: 1,548 shares; 2024Q4: 1,605 shares; 2025Q1: 1,738 shares 1,738 $1.44M 0.09% +133 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,674 shares; 2024Q1: 1,649 shares; 2024Q2: 2,088 shares; 2024Q3: 2,550 shares; 2024Q4: 2,530 shares; 2025Q1: 2,470 shares 2,470 $1.32M 0.09% -60 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,837 shares; 2024Q1: 12,927 shares; 2024Q2: 12,934 shares; 2024Q3: 7,774 shares; 2024Q4: 7,909 shares; 2025Q1: 7,851 shares 7,851 $1.31M 0.08% -58 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,678 shares; 2024Q1: 56,767 shares; 2024Q2: 54,125 shares; 2024Q3: 53,935 shares; 2024Q4: 50,492 shares; 2025Q1: 47,192 shares 47,192 $1.3M 0.08% -3,300 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,938 shares; 2024Q1: 4,858 shares; 2024Q2: 5,252 shares; 2024Q3: 4,271 shares; 2024Q4: 4,397 shares; 2025Q1: 5,233 shares 5,233 $1.28M 0.08% +836 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,004 shares; 2025Q1: 16,057 shares 16,057 $1.24M 0.08% +53 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,349 shares; 2024Q1: 16,474 shares; 2024Q2: 16,126 shares; 2024Q3: 16,126 shares; 2024Q4: 14,476 shares; 2025Q1: 14,476 shares 14,476 $1.17M 0.08% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,254 shares; 2024Q1: 2,708 shares; 2024Q2: 2,712 shares; 2024Q3: 2,132 shares; 2024Q4: 2,169 shares; 2025Q1: 2,252 shares 2,252 $1.12M 0.07% +83 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,173 shares; 2024Q1: 13,173 shares; 2024Q2: 13,173 shares; 2024Q3: 13,173 shares; 2024Q4: 13,173 shares; 2025Q1: 13,173 shares 13,173 $1.07M 0.07% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,663 shares; 2024Q1: 1,663 shares; 2024Q2: 1,663 shares; 2024Q3: 1,667 shares; 2024Q4: 1,667 shares; 2025Q1: 1,674 shares 1,674 $1.05M 0.07% +7 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,721 shares; 2025Q1: 7,697 shares 7,697 $1.02M 0.07% -24 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,898 shares; 2024Q1: 6,898 shares; 2024Q2: 6,935 shares; 2024Q3: 6,435 shares; 2024Q4: 6,435 shares; 2025Q1: 6,451 shares 6,451 $1.02M 0.07% +16 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,124 shares; 2024Q1: 35,270 shares; 2024Q2: 34,724 shares; 2024Q3: 34,701 shares; 2024Q4: 39,676 shares; 2025Q1: 39,060 shares 39,060 $998K 0.06% -616 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,672 shares; 2024Q1: 7,943 shares; 2024Q2: 7,975 shares; 2024Q3: 5,761 shares; 2024Q4: 5,867 shares; 2025Q1: 5,701 shares 5,701 $972K 0.06% -166 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 8,082 shares; 2024Q2: 7,798 shares; 2024Q3: 7,607 shares; 2024Q4: 21,628 shares; 2025Q1: 34,203 shares 34,203 $956K 0.06% +12,575 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,459 shares; 2024Q1: 37,152 shares; 2024Q2: 34,838 shares; 2024Q3: 34,242 shares; 2024Q4: 27,632 shares; 2025Q1: 25,436 shares 25,436 $951K 0.06% -2,196 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,469 shares; 2024Q1: 2,410 shares; 2024Q2: 2,293 shares; 2024Q3: 1,521 shares; 2024Q4: 1,557 shares; 2025Q1: 1,643 shares 1,643 $947K 0.06% +86 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,067 shares; 2024Q1: 3,067 shares; 2024Q2: 3,067 shares; 2024Q3: 3,067 shares; 2024Q4: 3,067 shares; 2025Q1: 2,710 shares 2,710 $936K 0.06% -357 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,875 shares; 2024Q1: 4,815 shares; 2024Q2: 4,836 shares; 2024Q3: 4,158 shares; 2024Q4: 4,196 shares; 2025Q1: 4,175 shares 4,175 $884K 0.06% -21 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,585 shares; 2024Q1: 1,846 shares; 2024Q2: 1,717 shares; 2024Q3: 1,717 shares; 2024Q4: 1,717 shares; 2025Q1: 2,259 shares 2,259 $838K 0.05% +542 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,770 shares; 2024Q1: 8,104 shares; 2024Q2: 8,152 shares; 2024Q3: 8,161 shares; 2024Q4: 8,702 shares; 2025Q1: 9,386 shares 9,386 $824K 0.05% +684 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,520 shares; 2024Q1: 11,520 shares; 2024Q2: 11,520 shares; 2024Q3: 11,520 shares; 2024Q4: 11,520 shares; 2025Q1: 11,520 shares 11,520 $823K 0.05% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,374 shares; 2024Q1: 2,370 shares; 2024Q2: 2,309 shares; 2024Q3: 2,263 shares; 2024Q4: 2,261 shares; 2025Q1: 2,253 shares 2,253 $814K 0.05% -8 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,541 shares; 2024Q1: 6,216 shares; 2024Q2: 6,193 shares; 2024Q3: 6,193 shares; 2024Q4: 6,202 shares; 2025Q1: 5,740 shares 5,740 $806K 0.05% -462 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 183 shares; 2024Q1: 183 shares; 2024Q2: 192 shares; 2024Q3: 2,920 shares; 2024Q4: 3,179 shares; 2025Q1: 4,557 shares 4,557 $763K 0.05% +1,378 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,758 shares 35,758 $752K 0.05% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,297 shares; 2024Q1: 1,240 shares; 2024Q2: 1,243 shares; 2024Q3: 1,243 shares; 2024Q4: 1,221 shares; 2025Q1: 1,358 shares 1,358 $744K 0.05% +137 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,336 shares; 2024Q1: 3,338 shares; 2024Q2: 3,345 shares; 2024Q3: 2,971 shares; 2024Q4: 2,971 shares; 2025Q1: 2,969 shares 2,969 $738K 0.05% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,625 shares; 2024Q1: 1,561 shares; 2024Q2: 1,571 shares; 2024Q3: 1,579 shares; 2024Q4: 1,612 shares; 2025Q1: 1,388 shares 1,388 $727K 0.05% -224 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,545 shares; 2024Q1: 2,228 shares; 2024Q2: 1,828 shares; 2024Q3: 1,828 shares; 2024Q4: 1,725 shares; 2025Q1: 1,947 shares 1,947 $714K 0.05% +222 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 72,659 shares; 2024Q2: 71,318 shares; 2024Q3: 68,459 shares; 2024Q4: 68,459 shares; 2025Q1: 68,459 shares 68,459 $687K 0.04% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,687 shares; 2024Q2: 20,175 shares; 2024Q3: 20,181 shares; 2024Q4: 24,547 shares; 2025Q1: 24,621 shares 24,621 $671K 0.04% +74 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,833 shares; 2024Q1: 5,068 shares; 2024Q2: 5,872 shares; 2024Q3: 5,286 shares; 2024Q4: 6,195 shares; 2025Q1: 5,498 shares 5,498 $654K 0.04% -697 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,153 shares; 2024Q1: 2,661 shares; 2024Q2: 2,664 shares; 2024Q3: 2,664 shares; 2024Q4: 2,730 shares; 2025Q1: 2,980 shares 2,980 $611K 0.04% +250 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 785 shares; 2024Q1: 773 shares; 2024Q2: 758 shares; 2024Q3: 608 shares; 2024Q4: 643 shares; 2025Q1: 630 shares 630 $596K 0.04% -13 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,678 shares; 2024Q1: 3,846 shares; 2024Q2: 3,143 shares; 2024Q3: 2,659 shares; 2024Q4: 2,145 shares; 2025Q1: 2,145 shares 2,145 $590K 0.04% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,917 shares; 2024Q1: 10,925 shares; 2024Q2: 10,958 shares; 2024Q3: 10,955 shares; 2024Q4: 10,974 shares; 2025Q1: 11,009 shares 11,009 $578K 0.04% +35 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,875 shares; 2024Q1: 30,875 shares; 2024Q2: 30,875 shares; 2024Q3: 30,875 shares; 2024Q4: 30,875 shares; 2025Q1: 30,875 shares 30,875 $574K 0.04% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 6,645 shares; 2024Q2: 6,645 shares; 2024Q3: 6,645 shares; 2024Q4: 6,645 shares; 2025Q1: 9,790 shares 9,790 $573K 0.04% +3,145 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,675 shares; 2024Q1: 5,526 shares; 2024Q2: 5,535 shares; 2024Q3: 3,917 shares; 2024Q4: 4,022 shares; 2025Q1: 4,122 shares 4,122 $547K 0.04% +100 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,686 shares; 2024Q1: 10,191 shares; 2024Q2: 9,670 shares; 2024Q3: 7,095 shares; 2024Q4: 6,978 shares; 2025Q1: 7,177 shares 7,177 $527K 0.03% +199 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,180 shares; 2024Q4: 2,823 shares; 2025Q1: 4,712 shares 4,712 $511K 0.03% +1,889 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,191 shares; 2024Q1: 4,068 shares; 2024Q2: 4,111 shares; 2024Q3: 4,111 shares; 2024Q4: 4,114 shares; 2025Q1: 4,106 shares 4,106 $500K 0.03% -8 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,332 shares; 2024Q1: 2,332 shares; 2024Q2: 2,455 shares; 2024Q3: 2,455 shares; 2024Q4: 2,634 shares; 2025Q1: 2,986 shares 2,986 $496K 0.03% +352 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: 518 shares 518 $490K 0.03% +99 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,792 shares; 2024Q1: 1,699 shares; 2024Q2: 1,731 shares; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: 1,545 shares 1,545 $483K 0.03% +78 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,141 shares; 2024Q1: 2,136 shares; 2024Q2: 2,058 shares; 2024Q3: 1,730 shares; 2024Q4: 1,793 shares; 2025Q1: 1,886 shares 1,886 $446K 0.03% +93 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,410 shares; 2024Q1: 2,957 shares; 2024Q2: 2,763 shares; 2024Q3: 2,763 shares; 2024Q4: 2,589 shares; 2025Q1: 2,698 shares 2,698 $422K 0.03% +109 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,050 shares; 2024Q1: 3,050 shares; 2024Q2: 3,050 shares; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares 3,050 $380K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,390 shares; 2024Q2: 2,390 shares; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 4,087 shares 4,087 $379K 0.02% +1,697 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares 900 $378K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,571 shares; 2024Q1: 1,643 shares; 2024Q2: 1,663 shares; 2024Q3: 1,578 shares; 2024Q4: 1,529 shares; 2025Q1: 1,586 shares 1,586 $370K 0.02% +57 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,150 shares; 2024Q1: 2,151 shares; 2024Q2: 2,153 shares; 2024Q3: 1,162 shares; 2024Q4: 1,146 shares; 2025Q1: 1,105 shares 1,105 $364K 0.02% -41 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 741 shares; 2024Q1: 713 shares; 2024Q2: 717 shares; 2024Q3: 630 shares; 2024Q4: 688 shares; 2025Q1: 662 shares 662 $362K 0.02% -26 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,969 shares; 2024Q1: 24,973 shares; 2024Q2: 25,025 shares; 2024Q3: 3,776 shares; 2024Q4: 3,776 shares; 2025Q1: 4,821 shares 4,821 $345K 0.02% +1,045 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,309 shares 1,309 $339K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,241 shares; 2024Q1: 1,241 shares; 2024Q2: 1,247 shares; 2024Q3: 1,267 shares; 2024Q4: 1,268 shares; 2025Q1: 1,088 shares 1,088 $339K 0.02% -180 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,845 shares; 2024Q1: 6,760 shares; 2024Q2: 6,760 shares; 2024Q3: 6,260 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares 6,260 $326K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,247 shares; 2024Q1: 4,247 shares; 2024Q2: 4,247 shares; 2024Q3: 4,247 shares; 2024Q4: 1,932 shares; 2025Q1: 1,897 shares 1,897 $324K 0.02% -35 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,210 shares; 2025Q1: 4,116 shares 4,116 $299K 0.02% -94 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,740 shares; 2024Q1: 9,740 shares; 2024Q2: 9,740 shares; 2024Q3: 8,740 shares; 2024Q4: 9,081 shares; 2025Q1: 8,740 shares 8,740 $298K 0.02% -341 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares 6,000 $298K 0.02% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,333 shares 6,333 $292K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,592 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $288K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,817 shares; 2024Q1: 3,046 shares; 2024Q2: 2,501 shares; 2024Q3: 1,949 shares; 2024Q4: 2,034 shares; 2025Q1: 1,973 shares 1,973 $276K 0.02% -61 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,798 shares; 2024Q1: 9,798 shares; 2024Q2: 9,798 shares; 2024Q3: 9,433 shares; 2024Q4: 8,005 shares; 2025Q1: 7,956 shares 7,956 $262K 0.02% -49 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,300 shares; 2024Q1: 5,300 shares; 2024Q2: 4,715 shares; 2024Q3: 2,356 shares; 2024Q4: 2,356 shares; 2025Q1: 2,359 shares 2,359 $262K 0.02% +3 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,715 shares; 2024Q1: 1,531 shares; 2024Q2: 1,503 shares; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,452 shares 1,452 $261K 0.02% -7 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,865 shares; 2024Q1: 1,850 shares; 2024Q2: 1,854 shares; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,850 shares 1,850 $259K 0.02% -4 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,504 shares; 2024Q2: 1,504 shares; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares 1,504 $257K 0.02% 0 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,714 shares 9,714 $255K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,489 shares 1,489 $254K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares 175 $251K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 704 shares; 2024Q2: not reported; 2024Q3: 731 shares; 2024Q4: 798 shares; 2025Q1: 934 shares 934 $251K 0.02% +136 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,445 shares; 2024Q1: 3,445 shares; 2024Q2: 3,445 shares; 2024Q3: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,254 shares 3,254 $244K 0.02% -191 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,152 shares 1,152 $241K 0.02% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 2,108 shares 2,108 $238K 0.02% +8 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,373 shares; 2025Q1: 2,373 shares 2,373 $227K 0.01% 0 Timeline AVLC 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,521 shares 3,521 $226K 0.01% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 774 shares; 2024Q4: 796 shares; 2025Q1: 781 shares 781 $222K 0.01% -15 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,406 shares; 2024Q1: 3,820 shares; 2024Q2: 3,805 shares; 2024Q3: 3,794 shares; 2024Q4: 5,815 shares; 2025Q1: 3,841 shares 3,841 $212K 0.01% -1,974 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,059 shares 1,059 $210K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,651 shares; 2024Q1: 2,476 shares; 2024Q2: 2,388 shares; 2024Q3: 2,388 shares; 2024Q4: 2,401 shares; 2025Q1: 2,401 shares 2,401 $209K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares 1,054 $204K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,284 shares; 2024Q1: 11,259 shares; 2024Q2: 11,259 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,286 shares 3,286 $203K 0.01% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,607 shares; 2024Q1: 7,348 shares; 2024Q2: 6,856 shares; 2024Q3: 6,820 shares; 2024Q4: not reported; 2025Q1: 6,540 shares 6,540 $202K 0.01% new Timeline