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: 484,472 shares; 2024Q4: 477,676 shares; 2025Q1: 474,292 shares; 2025Q2: 461,551 shares; 2025Q3: 454,355 shares; 2025Q4: 450,769 shares 450,769 $220M 13.03% -3,586 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: 1,068,550 shares; 2024Q4: 1,075,228 shares; 2025Q1: 1,098,310 shares; 2025Q2: 1,064,941 shares; 2025Q3: 1,079,319 shares; 2025Q4: 1,090,271 shares 1,090,271 $208M 12.34% +10,952 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: 431,656 shares; 2024Q4: 431,571 shares; 2025Q1: 431,374 shares; 2025Q2: 432,039 shares; 2025Q3: 431,211 shares; 2025Q4: 431,032 shares 431,032 $136M 8.04% -179 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,757 shares; 2024Q4: 251,936 shares; 2025Q1: 252,617 shares; 2025Q2: 252,636 shares; 2025Q3: 251,803 shares; 2025Q4: 255,877 shares 255,877 $85.8M 5.08% +4,074 Timeline VGK 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: 1,090,968 shares; 2024Q4: 1,049,446 shares; 2025Q1: 1,001,447 shares; 2025Q2: 934,060 shares; 2025Q3: 962,408 shares; 2025Q4: 994,129 shares 994,129 $83.1M 4.93% +31,721 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: 115,348 shares; 2024Q4: 112,874 shares; 2025Q1: 101,796 shares; 2025Q2: 103,740 shares; 2025Q3: 111,173 shares; 2025Q4: 150,175 shares 150,175 $72.6M 4.3% +39,002 Timeline VPL 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: 682,350 shares; 2024Q4: 650,353 shares; 2025Q1: 629,700 shares; 2025Q2: 597,252 shares; 2025Q3: 614,784 shares; 2025Q4: 631,319 shares 631,319 $57.1M 3.38% +16,535 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 634,768 shares; 2025Q2: 745,423 shares; 2025Q3: 828,138 shares; 2025Q4: 923,594 shares 923,594 $45.7M 2.71% +95,456 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: 175,537 shares; 2024Q4: 171,820 shares; 2025Q1: 174,481 shares; 2025Q2: 166,380 shares; 2025Q3: 168,678 shares; 2025Q4: 169,950 shares 169,950 $43.8M 2.6% +1,272 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: 110,910 shares; 2024Q4: 111,818 shares; 2025Q1: 111,910 shares; 2025Q2: 111,794 shares; 2025Q3: 108,451 shares; 2025Q4: 133,648 shares 133,648 $36.3M 2.15% +25,197 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: 77,910 shares; 2024Q4: 77,899 shares; 2025Q1: 77,001 shares; 2025Q2: 61,608 shares; 2025Q3: 57,752 shares; 2025Q4: 57,251 shares 57,251 $35.9M 2.13% -501 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: 352,325 shares; 2024Q4: 351,251 shares; 2025Q1: 355,733 shares; 2025Q2: 345,582 shares; 2025Q3: 357,980 shares; 2025Q4: 373,549 shares 373,549 $33.1M 1.96% +15,569 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: 111,690 shares; 2024Q4: 111,826 shares; 2025Q1: 112,932 shares; 2025Q2: 108,168 shares; 2025Q3: 110,968 shares; 2025Q4: 139,181 shares 139,181 $32.1M 1.9% +28,213 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: 526,592 shares; 2024Q4: 497,324 shares; 2025Q1: 476,392 shares; 2025Q2: 499,246 shares; 2025Q3: 495,980 shares; 2025Q4: 498,902 shares 498,902 $31.2M 1.85% +2,922 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,613 shares; 2024Q4: 954,090 shares; 2025Q1: 934,313 shares; 2025Q2: 930,214 shares; 2025Q3: 924,651 shares; 2025Q4: 917,857 shares 917,857 $29.9M 1.77% -6,794 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,570 shares; 2024Q4: 215,950 shares; 2025Q1: 232,116 shares; 2025Q2: 248,534 shares; 2025Q3: 241,322 shares; 2025Q4: 231,708 shares 231,708 $28M 1.66% -9,614 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: 584,856 shares; 2024Q4: 539,756 shares; 2025Q1: 507,328 shares; 2025Q2: 482,922 shares; 2025Q3: 492,118 shares; 2025Q4: 518,068 shares 518,068 $27.9M 1.65% +25,950 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: 40,016 shares; 2024Q4: 39,127 shares; 2025Q1: 35,086 shares; 2025Q2: 34,738 shares; 2025Q3: 35,168 shares; 2025Q4: 42,662 shares 42,662 $26.2M 1.55% +7,494 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: 224,411 shares; 2024Q4: 227,269 shares; 2025Q1: 235,557 shares; 2025Q2: 244,102 shares; 2025Q3: 241,987 shares; 2025Q4: 241,369 shares 241,369 $24.7M 1.47% -618 Timeline IEUR 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: 276,531 shares; 2024Q4: 280,573 shares; 2025Q1: 268,264 shares; 2025Q2: 267,146 shares; 2025Q3: 265,742 shares; 2025Q4: 266,564 shares 266,564 $18.9M 1.12% +822 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,251 shares; 2024Q4: 287,251 shares; 2025Q1: 283,555 shares; 2025Q2: 279,573 shares; 2025Q3: 279,547 shares; 2025Q4: 269,867 shares 269,867 $18.4M 1.09% -9,680 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,305 shares; 2024Q4: 628,571 shares; 2025Q1: 629,057 shares; 2025Q2: 613,396 shares; 2025Q3: 610,462 shares; 2025Q4: 603,074 shares 603,074 $17.9M 1.06% -7,388 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: 396,852 shares; 2024Q4: 774,962 shares; 2025Q1: 748,768 shares; 2025Q2: 741,254 shares; 2025Q3: 753,488 shares; 2025Q4: 725,541 shares 725,541 $17.4M 1.03% -27,947 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: 53,440 shares; 2024Q4: 52,501 shares; 2025Q1: 51,883 shares; 2025Q2: 51,431 shares; 2025Q3: 52,452 shares; 2025Q4: 54,313 shares 54,313 $17M 1.01% +1,861 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: 47,792 shares; 2024Q4: 48,752 shares; 2025Q1: 48,753 shares; 2025Q2: 48,685 shares; 2025Q3: 50,197 shares; 2025Q4: 53,944 shares 53,944 $16.9M 1% +3,747 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,625 shares; 2024Q4: 67,134 shares; 2025Q1: 60,571 shares; 2025Q2: 60,571 shares; 2025Q3: 60,571 shares; 2025Q4: 60,904 shares 60,904 $13.4M 0.79% +333 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: 45,010 shares; 2024Q4: 42,701 shares; 2025Q1: 41,235 shares; 2025Q2: 41,074 shares; 2025Q3: 40,764 shares; 2025Q4: 40,640 shares 40,640 $12.3M 0.73% -124 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: 62,495 shares; 2024Q4: 61,072 shares; 2025Q1: 59,062 shares; 2025Q2: 58,860 shares; 2025Q3: 57,789 shares; 2025Q4: 57,493 shares 57,493 $12.2M 0.72% -296 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,013 shares; 2024Q4: 28,013 shares; 2025Q1: 28,013 shares; 2025Q2: 28,013 shares; 2025Q3: 28,013 shares; 2025Q4: 54,713 shares 54,713 $11.2M 0.66% +26,700 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: 5,571 shares; 2024Q4: 6,320 shares; 2025Q1: 9,276 shares; 2025Q2: 9,204 shares; 2025Q3: 10,248 shares; 2025Q4: 16,488 shares 16,488 $10.9M 0.65% +6,240 Timeline IPAC 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: 148,679 shares; 2024Q4: 148,480 shares; 2025Q1: 142,028 shares; 2025Q2: 142,939 shares; 2025Q3: 143,133 shares; 2025Q4: 144,347 shares 144,347 $10.6M 0.63% +1,214 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: 50,494 shares; 2024Q4: 47,627 shares; 2025Q1: 45,526 shares; 2025Q2: 43,294 shares; 2025Q3: 46,542 shares; 2025Q4: 53,926 shares 53,926 $10.1M 0.6% +7,384 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: 340,834 shares; 2024Q4: 317,270 shares; 2025Q1: 296,536 shares; 2025Q2: 289,932 shares; 2025Q3: 290,442 shares; 2025Q4: 284,077 shares 284,077 $9.3M 0.55% -6,365 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: 133,335 shares; 2024Q4: 120,664 shares; 2025Q1: 108,224 shares; 2025Q2: 112,972 shares; 2025Q3: 117,308 shares; 2025Q4: 120,225 shares 120,225 $8.61M 0.51% +2,917 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: 8,495 shares; 2024Q4: 10,926 shares; 2025Q1: 10,271 shares; 2025Q2: 12,104 shares; 2025Q3: 13,595 shares; 2025Q4: 18,398 shares 18,398 $8.27M 0.49% +4,803 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: 9,900 shares; 2024Q4: 9,898 shares; 2025Q1: 9,844 shares; 2025Q2: 9,835 shares; 2025Q3: 11,413 shares; 2025Q4: 11,528 shares 11,528 $7.86M 0.47% +115 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,780 shares; 2024Q4: 26,451 shares; 2025Q1: 45,215 shares; 2025Q2: 89,069 shares; 2025Q3: 92,669 shares; 2025Q4: 157,146 shares 157,146 $7.8M 0.46% +64,477 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: 18,928 shares; 2024Q4: 18,894 shares; 2025Q1: 18,004 shares; 2025Q2: 17,924 shares; 2025Q3: 16,354 shares; 2025Q4: 16,140 shares 16,140 $7.64M 0.45% -214 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: 48,266 shares; 2024Q4: 48,034 shares; 2025Q1: 50,932 shares; 2025Q2: 51,872 shares; 2025Q3: 52,152 shares; 2025Q4: 63,474 shares 63,474 $7.63M 0.45% +11,322 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,318 shares; 2024Q4: 107,234 shares; 2025Q1: 107,399 shares; 2025Q2: 107,416 shares; 2025Q3: 107,816 shares; 2025Q4: 108,067 shares 108,067 $7.37M 0.44% +251 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: 26,322 shares; 2024Q4: 25,187 shares; 2025Q1: 25,132 shares; 2025Q2: 25,078 shares; 2025Q3: 17,542 shares; 2025Q4: 17,487 shares 17,487 $6.53M 0.39% -55 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: 118,296 shares; 2024Q4: 228,981 shares; 2025Q1: 224,982 shares; 2025Q2: 213,264 shares; 2025Q3: 213,635 shares; 2025Q4: 203,489 shares 203,489 $5.8M 0.34% -10,146 Timeline ICF 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: 92,692 shares; 2024Q4: 90,047 shares; 2025Q1: 86,605 shares; 2025Q2: 86,063 shares; 2025Q3: 87,292 shares; 2025Q4: 86,821 shares 86,821 $5.18M 0.31% -471 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: 9,291 shares; 2024Q4: 9,124 shares; 2025Q1: 9,204 shares; 2025Q2: 10,075 shares; 2025Q3: 10,165 shares; 2025Q4: 10,190 shares 10,190 $5.12M 0.3% +25 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: 41,064 shares; 2024Q4: 40,809 shares; 2025Q1: 39,998 shares; 2025Q2: 38,917 shares; 2025Q3: 21,330 shares; 2025Q4: 28,256 shares 28,256 $5.02M 0.3% +6,926 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,405 shares; 2024Q4: 24,405 shares; 2025Q1: 33,216 shares; 2025Q2: 33,372 shares; 2025Q3: 33,909 shares; 2025Q4: 29,750 shares 29,750 $5M 0.3% -4,159 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: 26,029 shares; 2024Q4: 36,540 shares; 2025Q1: 41,196 shares; 2025Q2: 46,001 shares; 2025Q3: 53,084 shares; 2025Q4: 58,935 shares 58,935 $4.78M 0.28% +5,851 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: 17,694 shares; 2024Q4: 16,975 shares; 2025Q1: 18,130 shares; 2025Q2: 16,535 shares; 2025Q3: 16,216 shares; 2025Q4: 17,691 shares 17,691 $4.69M 0.28% +1,475 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: 56,870 shares; 2024Q4: 49,976 shares; 2025Q1: 44,426 shares; 2025Q2: 44,565 shares; 2025Q3: 42,016 shares; 2025Q4: 48,549 shares 48,549 $4.62M 0.27% +6,533 Timeline SUSA 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: 53,421 shares; 2024Q4: 37,497 shares; 2025Q1: 37,617 shares; 2025Q2: 35,150 shares; 2025Q3: 31,658 shares; 2025Q4: 32,252 shares 32,252 $4.49M 0.27% +594 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,126 shares; 2024Q4: 19,389 shares; 2025Q1: 19,389 shares; 2025Q2: 19,360 shares; 2025Q3: 19,060 shares; 2025Q4: 19,918 shares 19,918 $4.04M 0.24% +858 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: 6,246 shares; 2024Q4: 9,411 shares; 2025Q1: 10,226 shares; 2025Q2: 10,149 shares; 2025Q3: 10,349 shares; 2025Q4: 12,249 shares 12,249 $3.72M 0.22% +1,900 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: 79,283 shares; 2024Q4: 80,019 shares; 2025Q1: 71,790 shares; 2025Q2: 80,399 shares; 2025Q3: 83,862 shares; 2025Q4: 85,988 shares 85,988 $3.68M 0.22% +2,126 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: 3,954 shares; 2024Q4: 4,082 shares; 2025Q1: 4,084 shares; 2025Q2: 4,121 shares; 2025Q3: 4,139 shares; 2025Q4: 4,139 shares 4,139 $3.57M 0.21% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 3,973 shares; 2025Q1: 3,938 shares; 2025Q2: 4,335 shares; 2025Q3: 4,356 shares; 2025Q4: 4,485 shares 4,485 $3.38M 0.2% +129 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: 15,936 shares; 2024Q4: 15,736 shares; 2025Q1: 15,231 shares; 2025Q2: 22,615 shares; 2025Q3: 21,764 shares; 2025Q4: 22,023 shares 22,023 $3.28M 0.19% +259 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,097 shares; 2024Q4: 18,097 shares; 2025Q1: 18,097 shares; 2025Q2: 16,433 shares; 2025Q3: 16,512 shares; 2025Q4: 15,042 shares 15,042 $3.19M 0.19% -1,470 Timeline SPIP 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: 113,259 shares; 2025Q2: 115,206 shares; 2025Q3: 120,923 shares; 2025Q4: 122,837 shares 122,837 $3.19M 0.19% +1,914 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 5,538 shares; 2025Q1: 4,615 shares; 2025Q2: 4,615 shares; 2025Q3: 4,524 shares; 2025Q4: 6,677 shares 6,677 $2.97M 0.18% +2,153 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: 5,021 shares; 2024Q4: 5,356 shares; 2025Q1: 5,357 shares; 2025Q2: 5,359 shares; 2025Q3: 5,122 shares; 2025Q4: 5,134 shares 5,134 $2.94M 0.17% +12 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 6,288 shares; 2025Q1: 10,470 shares; 2025Q2: 9,987 shares; 2025Q3: 7,756 shares; 2025Q4: 12,431 shares 12,431 $2.73M 0.16% +4,675 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,575 shares; 2024Q4: 16,609 shares; 2025Q1: 16,683 shares; 2025Q2: 16,779 shares; 2025Q3: 73,550 shares; 2025Q4: 121,264 shares 121,264 $2.72M 0.16% +47,714 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: 11,120 shares; 2024Q4: 12,377 shares; 2025Q1: 11,165 shares; 2025Q2: 13,482 shares; 2025Q3: 4,832 shares; 2025Q4: 7,772 shares 7,772 $2.69M 0.16% +2,940 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: 29,854 shares; 2024Q4: 23,667 shares; 2025Q1: 26,888 shares; 2025Q2: 24,389 shares; 2025Q3: 24,594 shares; 2025Q4: 31,129 shares 31,129 $2.54M 0.15% +6,535 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: not reported; 2024Q4: not reported; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: not reported; 2025Q4: 5,502 shares 5,502 $2.13M 0.13% new 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: 26,123 shares; 2024Q4: 78,599 shares; 2025Q1: 76,270 shares; 2025Q2: 75,099 shares; 2025Q3: 75,070 shares; 2025Q4: 73,714 shares 73,714 $1.98M 0.12% -1,356 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,663 shares; 2024Q4: 16,663 shares; 2025Q1: 16,663 shares; 2025Q2: 16,176 shares; 2025Q3: 16,176 shares; 2025Q4: 16,176 shares 16,176 $1.97M 0.12% 0 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: 3,626 shares; 2024Q4: 5,028 shares; 2025Q1: 5,027 shares; 2025Q2: 4,992 shares; 2025Q3: 5,035 shares; 2025Q4: 6,016 shares 6,016 $1.94M 0.11% +981 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: 4,838 shares; 2024Q4: 4,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 5,157 shares; 2025Q4: 5,177 shares 5,177 $1.92M 0.11% +20 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,410 shares; 2025Q1: 5,475 shares; 2025Q2: 5,450 shares; 2025Q3: 5,481 shares; 2025Q4: 12,273 shares 12,273 $1.77M 0.1% +6,792 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: 902 shares; 2024Q4: 1,107 shares; 2025Q1: 1,330 shares; 2025Q2: 1,604 shares; 2025Q3: 1,632 shares; 2025Q4: 1,604 shares 1,604 $1.72M 0.1% -28 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: 37,130 shares; 2024Q4: 27,769 shares; 2025Q1: 29,930 shares; 2025Q2: 29,981 shares; 2025Q3: 28,976 shares; 2025Q4: 36,017 shares 36,017 $1.66M 0.1% +7,041 Timeline IYR 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: 15,087 shares; 2024Q4: 14,933 shares; 2025Q1: 14,933 shares; 2025Q2: 17,108 shares; 2025Q3: 17,108 shares; 2025Q4: 17,186 shares 17,186 $1.61M 0.1% +78 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: 6,112 shares; 2025Q1: 6,112 shares; 2025Q2: 5,612 shares; 2025Q3: 5,612 shares; 2025Q4: 5,612 shares 5,612 $1.59M 0.09% 0 Timeline SPHY 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: 67,140 shares; 2025Q2: 67,140 shares; 2025Q3: 67,140 shares; 2025Q4: 67,043 shares 67,043 $1.59M 0.09% -97 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,550 shares; 2024Q4: 43,550 shares; 2025Q1: 43,550 shares; 2025Q2: 42,549 shares; 2025Q3: 42,786 shares; 2025Q4: 42,499 shares 42,499 $1.57M 0.09% -287 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: 25,174 shares; 2024Q4: 25,125 shares; 2025Q1: 24,875 shares; 2025Q2: 27,064 shares; 2025Q3: 25,100 shares; 2025Q4: 23,269 shares 23,269 $1.56M 0.09% -1,831 Timeline EZU 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: 23,841 shares; 2024Q4: 24,453 shares; 2025Q1: 24,453 shares; 2025Q2: 24,453 shares; 2025Q3: 23,972 shares; 2025Q4: 23,972 shares 23,972 $1.54M 0.09% 0 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: 8,826 shares; 2024Q4: 8,826 shares; 2025Q1: 8,998 shares; 2025Q2: 8,998 shares; 2025Q3: 8,934 shares; 2025Q4: 8,862 shares 8,862 $1.52M 0.09% -72 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: 6,175 shares; 2024Q4: 6,395 shares; 2025Q1: 5,648 shares; 2025Q2: 5,645 shares; 2025Q3: 5,540 shares; 2025Q4: 6,567 shares 6,567 $1.43M 0.08% +1,027 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,095 shares; 2024Q4: 7,095 shares; 2025Q1: 7,095 shares; 2025Q2: 6,921 shares; 2025Q3: 6,771 shares; 2025Q4: 6,771 shares 6,771 $1.42M 0.08% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,427 shares; 2024Q4: 459,427 shares; 2025Q1: 306,498 shares; 2025Q2: 230,999 shares; 2025Q3: 230,999 shares; 2025Q4: 229,498 shares 229,498 $1.41M 0.08% -1,501 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: 7,315 shares; 2024Q4: 7,345 shares; 2025Q1: 8,106 shares; 2025Q2: 7,455 shares; 2025Q3: 7,607 shares; 2025Q4: 6,961 shares 6,961 $1.36M 0.08% -646 Timeline AEXA AMERICAN EXCEPTIONALISM ACQU More: the full row for AMERICAN EXCEPTIONALISM ACQU 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: 116,292 shares 116,292 $1.32M 0.08% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,598 shares; 2024Q4: 26,598 shares; 2025Q1: 26,598 shares; 2025Q2: 26,598 shares; 2025Q3: 26,598 shares; 2025Q4: 26,598 shares 26,598 $1.24M 0.07% 0 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: 1,141 shares; 2024Q4: 866 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 987 shares; 2025Q4: 13,014 shares 13,014 $1.22M 0.07% +12,027 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,751 shares; 2024Q4: 15,458 shares; 2025Q1: 14,886 shares; 2025Q2: 17,495 shares; 2025Q3: 15,793 shares; 2025Q4: 15,865 shares 15,865 $1.17M 0.07% +72 Timeline HYGW 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: 38,150 shares; 2025Q2: 38,650 shares; 2025Q3: 38,359 shares; 2025Q4: 36,659 shares 36,659 $1.09M 0.06% -1,700 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: 19,185 shares; 2024Q4: 14,659 shares; 2025Q1: 15,706 shares; 2025Q2: 14,842 shares; 2025Q3: 14,437 shares; 2025Q4: 11,798 shares 11,798 $993K 0.06% -2,639 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC 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: 99,500 shares; 2025Q2: 100,500 shares; 2025Q3: 100,535 shares; 2025Q4: 101,535 shares 101,535 $942K 0.06% +1,000 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,287 shares; 2024Q4: 7,045 shares; 2025Q1: 6,807 shares; 2025Q2: 6,874 shares; 2025Q3: 6,804 shares; 2025Q4: 6,804 shares 6,804 $923K 0.05% 0 Timeline IWO 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: 3,044 shares; 2024Q4: 3,006 shares; 2025Q1: 2,891 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,858 shares 2,858 $923K 0.05% -17 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: 7,374 shares; 2024Q4: 7,331 shares; 2025Q1: 7,328 shares; 2025Q2: 6,894 shares; 2025Q3: 3,717 shares; 2025Q4: 3,707 shares 3,707 $912K 0.05% -10 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: 2,613 shares; 2024Q4: 3,104 shares; 2025Q1: 3,104 shares; 2025Q2: 3,212 shares; 2025Q3: 3,066 shares; 2025Q4: 2,974 shares 2,974 $909K 0.05% -92 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,228 shares; 2025Q1: 3,207 shares; 2025Q2: 3,198 shares; 2025Q3: 3,202 shares; 2025Q4: 3,097 shares 3,097 $899K 0.05% -105 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: 11,285 shares; 2024Q4: 11,285 shares; 2025Q1: 11,285 shares; 2025Q2: 10,249 shares; 2025Q3: 10,345 shares; 2025Q4: 9,559 shares 9,559 $855K 0.05% -786 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,133 shares; 2024Q4: 11,109 shares; 2025Q1: 9,993 shares; 2025Q2: 9,888 shares; 2025Q3: 11,868 shares; 2025Q4: 8,845 shares 8,845 $849K 0.05% -3,023 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 4,946 shares; 2025Q1: 4,928 shares; 2025Q2: 5,036 shares; 2025Q3: 4,678 shares; 2025Q4: 4,678 shares 4,678 $812K 0.05% 0 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: 4,813 shares; 2024Q4: 4,630 shares; 2025Q1: 4,639 shares; 2025Q2: 4,425 shares; 2025Q3: 4,425 shares; 2025Q4: 4,423 shares 4,423 $801K 0.05% -2 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,566 shares; 2024Q4: 23,362 shares; 2025Q1: 22,613 shares; 2025Q2: 23,745 shares; 2025Q3: 23,745 shares; 2025Q4: 22,406 shares 22,406 $772K 0.05% -1,339 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 6,377 shares; 2025Q3: 5,305 shares; 2025Q4: 5,305 shares 5,305 $761K 0.05% 0 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: 1 shares; 2025Q2: 2 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.04% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: not reported; 2025Q4: 9,771 shares 9,771 $745K 0.04% new 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: 9,209 shares; 2024Q4: 11,479 shares; 2025Q1: 11,479 shares; 2025Q2: 12,338 shares; 2025Q3: 13,536 shares; 2025Q4: 13,366 shares 13,366 $735K 0.04% -170 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: 2,435 shares; 2024Q4: 2,596 shares; 2025Q1: 2,543 shares; 2025Q2: 2,640 shares; 2025Q3: 2,538 shares; 2025Q4: 2,056 shares 2,056 $721K 0.04% -482 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,214 shares; 2025Q3: 1,896 shares; 2025Q4: 3,296 shares 3,296 $708K 0.04% +1,400 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: 2,237 shares; 2024Q4: 2,237 shares; 2025Q1: 2,235 shares; 2025Q2: 2,321 shares; 2025Q3: 2,160 shares; 2025Q4: 2,130 shares 2,130 $697K 0.04% -30 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 8,844 shares; 2025Q1: 8,844 shares; 2025Q2: 9,489 shares; 2025Q3: 9,489 shares; 2025Q4: 9,489 shares 9,489 $681K 0.04% 0 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: 4,006 shares; 2024Q4: 5,083 shares; 2025Q1: 4,748 shares; 2025Q2: 4,855 shares; 2025Q3: 5,571 shares; 2025Q4: 5,592 shares 5,592 $673K 0.04% +21 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,099 shares; 2025Q2: 29,987 shares; 2025Q3: 29,856 shares; 2025Q4: 28,433 shares 28,433 $664K 0.04% -1,423 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,304 shares; 2024Q4: 9,304 shares; 2025Q1: 9,304 shares; 2025Q2: 7,970 shares; 2025Q3: 8,114 shares; 2025Q4: 5,296 shares 5,296 $653K 0.04% -2,818 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: 8,350 shares; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 8,350 shares; 2025Q3: 7,282 shares; 2025Q4: 6,929 shares 6,929 $652K 0.04% -353 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $649K 0.04% 0 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: 2,080 shares; 2024Q4: 5,382 shares; 2025Q1: 5,383 shares; 2025Q2: 5,384 shares; 2025Q3: 5,899 shares; 2025Q4: 5,819 shares 5,819 $648K 0.04% -80 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: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,684 shares; 2025Q4: 942 shares 942 $645K 0.04% -742 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 6,013 shares; 2025Q1: 5,937 shares; 2025Q2: 5,937 shares; 2025Q3: 5,937 shares; 2025Q4: 9,137 shares 9,137 $625K 0.04% +3,200 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 3,588 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $618K 0.04% 0 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: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares 1,528 $606K 0.04% 0 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: 2,280 shares; 2024Q4: 2,980 shares; 2025Q1: 2,380 shares; 2025Q2: 2,430 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares 2,534 $586K 0.03% 0 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,208 shares; 2025Q1: 15,196 shares; 2025Q2: 16,519 shares; 2025Q3: 16,519 shares; 2025Q4: 16,519 shares 16,519 $578K 0.03% 0 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: not reported; 2024Q4: 1,154 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares 1,154 $555K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 2,139 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares 2,139 $554K 0.03% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8,472 shares; 2025Q1: 8,472 shares; 2025Q2: 8,472 shares; 2025Q3: 8,763 shares; 2025Q4: 9,588 shares 9,588 $546K 0.03% +825 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: 2,009 shares; 2024Q4: 2,409 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 1,925 shares; 2025Q4: 2,552 shares 2,552 $528K 0.03% +627 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: 3,201 shares; 2024Q4: 5,741 shares; 2025Q1: 5,741 shares; 2025Q2: 6,241 shares; 2025Q3: 6,247 shares; 2025Q4: 3,241 shares 3,241 $520K 0.03% -3,006 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: 1,641 shares; 2024Q4: 1,741 shares; 2025Q1: 1,766 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680 $485K 0.03% 0 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: 313 shares; 2024Q4: 433 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 567 shares; 2025Q4: 548 shares 548 $481K 0.03% -19 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: 6,515 shares; 2024Q4: 19,974 shares; 2025Q1: 17,868 shares; 2025Q2: 18,126 shares; 2025Q3: 17,527 shares; 2025Q4: 17,627 shares 17,627 $462K 0.03% +100 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: 19,756 shares; 2024Q4: 10,022 shares; 2025Q1: 7,716 shares; 2025Q2: 7,311 shares; 2025Q3: 6,805 shares; 2025Q4: 9,860 shares 9,860 $436K 0.03% +3,055 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,372 shares; 2024Q4: 13,572 shares; 2025Q1: 13,572 shares; 2025Q2: 13,572 shares; 2025Q3: 13,809 shares; 2025Q4: 12,345 shares 12,345 $429K 0.03% -1,464 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 2,134 shares; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,137 shares 2,137 $427K 0.03% +1 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: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,237 shares; 2025Q4: 1,237 shares 1,237 $426K 0.03% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares 8,700 $419K 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $418K 0.02% 0 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,906 shares; 2024Q4: 27,906 shares; 2025Q1: 27,906 shares; 2025Q2: 27,906 shares; 2025Q3: 30,821 shares; 2025Q4: 29,679 shares 29,679 $410K 0.02% -1,142 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 600 shares 600 $406K 0.02% -5 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 4,360 shares; 2025Q1: 4,160 shares; 2025Q2: 4,559 shares; 2025Q3: 3,631 shares; 2025Q4: 2,801 shares 2,801 $401K 0.02% -830 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: 7,936 shares; 2024Q4: 8,403 shares; 2025Q1: 7,708 shares; 2025Q2: 6,718 shares; 2025Q3: 6,726 shares; 2025Q4: 6,237 shares 6,237 $397K 0.02% -489 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 5,025 shares; 2025Q4: 5,000 shares 5,000 $397K 0.02% -25 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: 432 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 676 shares 676 $393K 0.02% +120 Timeline ACWI 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: 3,344 shares; 2024Q4: 3,344 shares; 2025Q1: 3,344 shares; 2025Q2: 3,344 shares; 2025Q3: 3,344 shares; 2025Q4: 2,717 shares 2,717 $384K 0.02% -627 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: not reported; 2024Q4: not reported; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: not reported; 2025Q4: 7,996 shares 7,996 $364K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares 2,884 $363K 0.02% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 5,476 shares 5,476 $359K 0.02% new 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: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,365 shares 2,365 $352K 0.02% 0 Timeline ISTB 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: 7,190 shares; 2025Q2: 7,190 shares; 2025Q3: 7,190 shares; 2025Q4: 7,190 shares 7,190 $351K 0.02% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 7,245 shares; 2025Q2: 7,245 shares; 2025Q3: 7,245 shares; 2025Q4: 7,245 shares 7,245 $332K 0.02% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,386 shares; 2024Q4: 8,136 shares; 2025Q1: 8,136 shares; 2025Q2: 7,770 shares; 2025Q3: 5,189 shares; 2025Q4: 4,839 shares 4,839 $331K 0.02% -350 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 30,598 shares; 2025Q3: 25,014 shares; 2025Q4: 25,025 shares 25,025 $328K 0.02% +11 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: 681 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,355 shares; 2025Q3: 2,138 shares; 2025Q4: 2,138 shares 2,138 $326K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,696 shares; 2025Q1: 2,002 shares; 2025Q2: 2,228 shares; 2025Q3: 1,935 shares; 2025Q4: 2,207 shares 2,207 $324K 0.02% +272 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 4,189 shares; 2025Q1: 4,189 shares; 2025Q2: 4,189 shares; 2025Q3: 4,189 shares; 2025Q4: 4,189 shares 4,189 $317K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 1,614 shares; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares 1,706 $314K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,000 shares 1,000 $313K 0.02% -15 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: 1,135 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,570 shares; 2025Q3: 1,454 shares; 2025Q4: 1,368 shares 1,368 $313K 0.02% -86 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 5,203 shares; 2025Q1: 5,840 shares; 2025Q2: 5,470 shares; 2025Q3: 5,543 shares; 2025Q4: 5,178 shares 5,178 $312K 0.02% -365 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares 896 $307K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,611 shares; 2025Q1: 3,869 shares; 2025Q2: 4,236 shares; 2025Q3: 3,787 shares; 2025Q4: 4,055 shares 4,055 $306K 0.02% +268 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: 3,857 shares; 2024Q4: 3,857 shares; 2025Q1: 3,899 shares; 2025Q2: 3,749 shares; 2025Q3: 3,901 shares; 2025Q4: 3,749 shares 3,749 $301K 0.02% -152 Timeline ACWV 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,451 shares 2,451 $291K 0.02% -349 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: 2,313 shares; 2024Q4: 2,256 shares; 2025Q1: 2,017 shares; 2025Q2: 1,996 shares; 2025Q3: 2,006 shares; 2025Q4: 2,048 shares 2,048 $289K 0.02% +42 Timeline IGV 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: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares 2,732 $289K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 2,905 shares; 2025Q2: 3,388 shares; 2025Q3: 2,518 shares; 2025Q4: 2,005 shares 2,005 $288K 0.02% -513 Timeline DSWL DESWELL INDS INC More: the full row for DESWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,048 shares; 2025Q1: 83,048 shares; 2025Q2: 83,048 shares; 2025Q3: 83,048 shares; 2025Q4: 83,048 shares 83,048 $287K 0.02% 0 Timeline USHY 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: 8,613 shares; 2025Q2: 8,613 shares; 2025Q3: 7,607 shares; 2025Q4: 7,607 shares 7,607 $284K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares; 2025Q4: 2,074 shares 2,074 $284K 0.02% 0 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: 1,060 shares; 2025Q1: 1,010 shares; 2025Q2: 1,210 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares 1,489 $273K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 5,900 shares 5,900 $252K 0.01% +2,950 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: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares 1,230 $244K 0.01% 0 Timeline DLN 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $238K 0.01% 0 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: 923 shares; 2024Q4: 923 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: not reported; 2025Q4: 898 shares 898 $231K 0.01% new 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: 729 shares; 2024Q4: 919 shares; 2025Q1: 1,516 shares; 2025Q2: 905 shares; 2025Q3: 1,310 shares; 2025Q4: 1,070 shares 1,070 $229K 0.01% -240 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,842 shares; 2024Q4: 14,135 shares; 2025Q1: 9,627 shares; 2025Q2: 9,627 shares; 2025Q3: 7,577 shares; 2025Q4: 7,577 shares 7,577 $227K 0.01% 0 Timeline IJJ 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: 1,857 shares; 2024Q4: 1,857 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,753 shares; 2025Q4: 1,719 shares 1,719 $226K 0.01% -34 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,019 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $226K 0.01% 0 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: 22,817 shares; 2024Q4: 21,094 shares; 2025Q1: 15,511 shares; 2025Q2: 12,396 shares; 2025Q3: 11,977 shares; 2025Q4: 10,270 shares 10,270 $215K 0.01% -1,707 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 150 shares 150 $209K 0.01% new Timeline IJT 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: 1,552 shares; 2024Q4: 1,477 shares; 2025Q1: 1,477 shares; 2025Q2: 1,477 shares; 2025Q3: 1,499 shares; 2025Q4: 1,477 shares 1,477 $208K 0.01% -22 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,763 shares; 2024Q4: 4,163 shares; 2025Q1: 4,063 shares; 2025Q2: 4,263 shares; 2025Q3: 3,963 shares; 2025Q4: 3,863 shares 3,863 $208K 0.01% -100 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: 1,165 shares; 2024Q4: 1,540 shares; 2025Q1: 1,523 shares; 2025Q2: 1,573 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares 1,638 $205K 0.01% 0 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY 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: 18,000 shares 18,000 $35.1K <0.01% new Timeline