SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,137 shares; 2024Q4: 241,480 shares; 2025Q1: 243,455 shares; 2025Q2: 228,602 shares; 2025Q3: 219,710 shares 219,710 $146M 27.18% -8,892 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,749 shares; 2024Q4: 416,774 shares; 2025Q1: 513,291 shares; 2025Q2: 553,843 shares; 2025Q3: 571,558 shares 571,558 $33.6M 6.25% +17,715 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,051 shares; 2024Q4: 294,209 shares; 2025Q1: 312,662 shares; 2025Q2: 360,069 shares; 2025Q3: 300,998 shares 300,998 $31.1M 5.78% -59,071 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,890 shares; 2024Q4: 226,164 shares; 2025Q1: 251,488 shares; 2025Q2: 276,149 shares; 2025Q3: 255,382 shares 255,382 $22.8M 4.24% -20,767 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,378 shares; 2024Q4: 201,018 shares; 2025Q1: 206,777 shares; 2025Q2: 216,530 shares; 2025Q3: 222,069 shares 222,069 $17.8M 3.3% +5,539 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,779 shares; 2024Q4: 499,913 shares; 2025Q1: 559,898 shares; 2025Q2: 600,486 shares; 2025Q3: 616,436 shares 616,436 $16.8M 3.12% +15,950 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,451 shares; 2024Q4: 23,912 shares; 2025Q1: 23,532 shares; 2025Q2: 22,635 shares; 2025Q3: 22,790 shares 22,790 $15.3M 2.83% +155 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,047 shares; 2024Q4: 215,922 shares; 2025Q1: 251,635 shares; 2025Q2: 236,078 shares; 2025Q3: 196,091 shares 196,091 $15M 2.78% -39,987 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,304 shares; 2024Q4: 146,856 shares; 2025Q1: 150,617 shares; 2025Q2: 155,628 shares; 2025Q3: 161,662 shares 161,662 $14.8M 2.74% +6,034 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 557,405 shares 557,405 $12.8M 2.38% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,450 shares; 2024Q4: 199,809 shares; 2025Q1: 194,550 shares; 2025Q2: 181,811 shares; 2025Q3: 188,835 shares 188,835 $11.3M 2.1% +7,024 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,679 shares; 2024Q4: 177,369 shares; 2025Q1: 177,104 shares; 2025Q2: 173,579 shares; 2025Q3: 183,066 shares 183,066 $10M 1.86% +9,487 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,598 shares; 2024Q4: 39,056 shares; 2025Q1: 39,154 shares; 2025Q2: 38,042 shares; 2025Q3: 39,420 shares 39,420 $10M 1.86% +1,378 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,575 shares; 2024Q4: 91,989 shares; 2025Q1: 102,206 shares; 2025Q2: 104,772 shares; 2025Q3: 106,382 shares 106,382 $9.93M 1.84% +1,610 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,549 shares; 2024Q4: 237,389 shares; 2025Q1: 234,707 shares; 2025Q2: 221,876 shares; 2025Q3: 255,701 shares 255,701 $9.7M 1.8% +33,825 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,597 shares; 2024Q4: 38,684 shares; 2025Q1: 38,409 shares; 2025Q2: 37,499 shares; 2025Q3: 37,144 shares 37,144 $7.78M 1.44% -355 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,901 shares; 2024Q4: 181,770 shares; 2025Q1: 187,708 shares; 2025Q2: 183,256 shares; 2025Q3: 190,916 shares 190,916 $5.99M 1.11% +7,660 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,644 shares; 2024Q4: 113,820 shares; 2025Q1: 120,392 shares; 2025Q2: 120,237 shares; 2025Q3: 95,352 shares 95,352 $4.83M 0.9% -24,885 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,105 shares; 2024Q4: 49,000 shares; 2025Q1: 47,505 shares; 2025Q2: 50,150 shares; 2025Q3: 50,835 shares 50,835 $4.75M 0.88% +685 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,114 shares; 2024Q4: 38,751 shares; 2025Q1: 39,746 shares; 2025Q2: 40,641 shares; 2025Q3: 41,951 shares 41,951 $4.64M 0.86% +1,310 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,576 shares; 2024Q4: 37,831 shares; 2025Q1: 37,507 shares; 2025Q2: 37,397 shares; 2025Q3: 38,280 shares 38,280 $4.53M 0.84% +883 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 7,666 shares; 2025Q1: 7,666 shares; 2025Q2: 7,200 shares; 2025Q3: 7,394 shares 7,394 $3.83M 0.71% +194 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,500 shares; 2024Q4: 55,435 shares; 2025Q1: 52,053 shares; 2025Q2: 47,729 shares; 2025Q3: 45,590 shares 45,590 $3.32M 0.62% -2,139 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,492 shares; 2024Q4: 31,882 shares; 2025Q1: 31,817 shares; 2025Q2: 31,670 shares; 2025Q3: 32,858 shares 32,858 $3.06M 0.57% +1,188 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,665 shares; 2025Q2: 57,875 shares; 2025Q3: 59,020 shares 59,020 $2.77M 0.51% +1,145 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,455 shares; 2024Q4: 47,365 shares; 2025Q1: 48,915 shares; 2025Q2: 42,855 shares; 2025Q3: 43,470 shares 43,470 $2.48M 0.46% +615 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,725 shares; 2024Q4: 42,725 shares; 2025Q1: 42,725 shares; 2025Q2: 42,725 shares; 2025Q3: 42,725 shares 42,725 $2.45M 0.45% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,622 shares; 2024Q4: 39,038 shares; 2025Q1: 39,858 shares; 2025Q2: 38,803 shares; 2025Q3: 32,634 shares 32,634 $2.43M 0.45% -6,169 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,050 shares; 2024Q4: 82,805 shares; 2025Q1: 80,024 shares; 2025Q2: 79,649 shares; 2025Q3: 79,329 shares 79,329 $2.4M 0.45% -320 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,712 shares; 2024Q4: 32,707 shares; 2025Q1: 33,076 shares; 2025Q2: 32,606 shares; 2025Q3: 34,249 shares 34,249 $2.38M 0.44% +1,643 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,925 shares; 2025Q1: 6,930 shares; 2025Q2: 6,685 shares; 2025Q3: 6,835 shares 6,835 $2.25M 0.42% +150 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 10,030 shares; 2025Q1: 9,960 shares; 2025Q2: 9,785 shares; 2025Q3: 9,520 shares 9,520 $2.16M 0.4% -265 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,135 shares; 2025Q1: 90,135 shares; 2025Q2: 93,285 shares; 2025Q3: 94,610 shares 94,610 $2.13M 0.4% +1,325 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,010 shares; 2024Q4: 66,065 shares; 2025Q1: 64,489 shares; 2025Q2: 59,205 shares; 2025Q3: 58,275 shares 58,275 $2.13M 0.4% -930 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,510 shares; 2024Q4: 39,045 shares; 2025Q1: 38,975 shares; 2025Q2: 39,655 shares; 2025Q3: 41,043 shares 41,043 $2.11M 0.39% +1,388 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,930 shares; 2024Q4: 9,710 shares; 2025Q1: 7,007 shares; 2025Q2: 6,459 shares; 2025Q3: 5,934 shares 5,934 $2.11M 0.39% -525 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,433 shares; 2024Q4: 85,718 shares; 2025Q1: 85,973 shares; 2025Q2: 90,433 shares; 2025Q3: 91,733 shares 91,733 $2.11M 0.39% +1,300 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,402 shares; 2024Q4: 83,747 shares; 2025Q1: 88,112 shares; 2025Q2: 91,812 shares; 2025Q3: 87,102 shares 87,102 $2.04M 0.38% -4,710 MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,481 shares; 2025Q1: 6,551 shares; 2025Q2: 4,426 shares; 2025Q3: 3,286 shares 3,286 $1.96M 0.36% -1,140 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,819 shares; 2025Q1: 1,869 shares; 2025Q2: 1,798 shares; 2025Q3: 2,051 shares 2,051 $1.9M 0.35% +253 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,385 shares; 2024Q4: 15,636 shares; 2025Q1: 19,071 shares; 2025Q2: 22,782 shares; 2025Q3: 26,073 shares 26,073 $1.88M 0.35% +3,291 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,961 shares; 2025Q1: 6,005 shares; 2025Q2: 5,701 shares; 2025Q3: 5,888 shares 5,888 $1.86M 0.34% +187 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,898 shares; 2024Q4: 13,583 shares; 2025Q1: 13,308 shares; 2025Q2: 13,308 shares; 2025Q3: 13,073 shares 13,073 $1.77M 0.33% -235 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,285 shares; 2024Q4: 16,560 shares; 2025Q1: 16,919 shares; 2025Q2: 16,654 shares; 2025Q3: 16,741 shares 16,741 $1.73M 0.32% +87 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,446 shares; 2024Q4: 12,144 shares; 2025Q1: 11,872 shares; 2025Q2: 11,400 shares; 2025Q3: 11,306 shares 11,306 $1.65M 0.31% -94 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 19,450 shares; 2025Q1: 19,450 shares; 2025Q2: 19,450 shares; 2025Q3: 19,450 shares 19,450 $1.47M 0.27% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,620 shares; 2024Q4: 32,710 shares; 2025Q1: 32,505 shares; 2025Q2: 32,270 shares; 2025Q3: 32,230 shares 32,230 $1.41M 0.26% -40 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,920 shares; 2025Q1: 52,840 shares; 2025Q2: 55,735 shares; 2025Q3: 56,960 shares 56,960 $1.39M 0.26% +1,225 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,220 shares; 2024Q4: 52,170 shares; 2025Q1: 52,110 shares; 2025Q2: 55,000 shares; 2025Q3: 56,230 shares 56,230 $1.37M 0.25% +1,230 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,306 shares; 2025Q1: 3,356 shares; 2025Q2: 3,275 shares; 2025Q3: 3,295 shares 3,295 $1.34M 0.25% +20 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,885 shares; 2024Q4: 49,820 shares; 2025Q1: 49,760 shares; 2025Q2: 52,535 shares; 2025Q3: 52,390 shares 52,390 $1.32M 0.25% -145 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,725 shares; 2024Q4: 20,680 shares; 2025Q1: 20,540 shares; 2025Q2: 18,970 shares; 2025Q3: 18,085 shares 18,085 $1.29M 0.24% -885 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares 1,568 $1.2M 0.22% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,435 shares; 2024Q4: 48,815 shares; 2025Q1: 44,500 shares; 2025Q2: 29,635 shares; 2025Q3: 20,750 shares 20,750 $1.18M 0.22% -8,885 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,410 shares; 2025Q1: 3,406 shares; 2025Q2: 3,363 shares; 2025Q3: 3,403 shares 3,403 $1.16M 0.22% +40 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,129 shares; 2024Q4: 21,490 shares; 2025Q1: 19,665 shares; 2025Q2: 18,298 shares; 2025Q3: 22,368 shares 22,368 $1.13M 0.21% +4,070 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,661 shares; 2024Q4: 9,661 shares; 2025Q1: 9,809 shares; 2025Q2: 9,771 shares; 2025Q3: 9,904 shares 9,904 $1.12M 0.21% +133 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,900 shares; 2024Q4: 51,660 shares; 2025Q1: 48,615 shares; 2025Q2: 44,980 shares; 2025Q3: 46,410 shares 46,410 $1.08M 0.2% +1,430 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,081 shares; 2024Q4: 7,861 shares; 2025Q1: 7,615 shares; 2025Q2: 7,534 shares; 2025Q3: 7,668 shares 7,668 $1.08M 0.2% +134 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 16,060 shares; 2025Q1: 16,060 shares; 2025Q2: 16,460 shares; 2025Q3: 16,880 shares 16,880 $1.07M 0.2% +420 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 1,448 shares; 2025Q1: 1,501 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares 1,448 $1.06M 0.2% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 11,942 shares; 2025Q1: 11,942 shares; 2025Q2: 12,627 shares; 2025Q3: 13,027 shares 13,027 $1.04M 0.19% +400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 8,290 shares; 2025Q1: 7,805 shares; 2025Q2: 7,435 shares; 2025Q3: 7,215 shares 7,215 $1.02M 0.19% -220 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,433 shares; 2024Q4: 7,858 shares; 2025Q1: 7,561 shares; 2025Q2: 7,258 shares; 2025Q3: 7,128 shares 7,128 $1.01M 0.19% -130 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,221 shares; 2024Q4: 21,928 shares; 2025Q1: 20,313 shares; 2025Q2: 18,104 shares; 2025Q3: 18,425 shares 18,425 $998K 0.19% +321 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares 10,200 $996K 0.18% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,669 shares; 2024Q4: 6,019 shares; 2025Q1: 5,689 shares; 2025Q2: 5,705 shares; 2025Q3: 5,274 shares 5,274 $984K 0.18% -431 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,380 shares; 2025Q3: 3,436 shares 3,436 $966K 0.18% +56 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,026 shares; 2024Q4: 22,676 shares; 2025Q1: 22,079 shares; 2025Q2: 22,289 shares; 2025Q3: 22,239 shares 22,239 $966K 0.18% -50 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,705 shares; 2025Q1: 1,677 shares; 2025Q2: 1,602 shares; 2025Q3: 1,652 shares 1,652 $940K 0.17% +50 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,775 shares; 2024Q4: 20,095 shares; 2025Q1: 20,245 shares; 2025Q2: 19,835 shares; 2025Q3: 20,335 shares 20,335 $931K 0.17% +500 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,131 shares; 2024Q4: 4,131 shares; 2025Q1: 4,600 shares; 2025Q2: 4,226 shares; 2025Q3: 4,226 shares 4,226 $928K 0.17% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: 7,647 shares; 2025Q1: 7,597 shares; 2025Q2: 8,172 shares; 2025Q3: 8,262 shares 8,262 $919K 0.17% +90 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,436 shares; 2024Q4: 40,841 shares; 2025Q1: 40,841 shares; 2025Q2: 39,511 shares; 2025Q3: 40,536 shares 40,536 $874K 0.16% +1,025 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,080 shares; 2024Q4: 75,255 shares; 2025Q1: 77,195 shares; 2025Q2: 80,060 shares; 2025Q3: 75,008 shares 75,008 $870K 0.16% -5,052 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 5,137 shares; 2025Q1: 5,132 shares; 2025Q2: 5,182 shares; 2025Q3: 6,707 shares 6,707 $845K 0.16% +1,525 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,258 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares 1,364 $835K 0.16% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 8,360 shares; 2025Q1: 8,660 shares; 2025Q2: 7,070 shares; 2025Q3: 7,760 shares 7,760 $826K 0.15% +690 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 15,237 shares; 2025Q1: 17,104 shares; 2025Q2: 17,124 shares; 2025Q3: 16,779 shares 16,779 $806K 0.15% -345 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,715 shares; 2025Q1: 2,720 shares; 2025Q2: 2,580 shares; 2025Q3: 2,622 shares 2,622 $797K 0.15% +42 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,289 shares; 2024Q4: 29,049 shares; 2025Q1: 29,049 shares; 2025Q2: 27,459 shares; 2025Q3: 27,934 shares 27,934 $792K 0.15% +475 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,179 shares; 2024Q4: 6,179 shares; 2025Q1: 6,179 shares; 2025Q2: 6,179 shares; 2025Q3: 4,669 shares 4,669 $782K 0.15% -1,510 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,504 shares; 2025Q1: 1,587 shares; 2025Q2: 1,658 shares; 2025Q3: 1,550 shares 1,550 $779K 0.14% -108 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares 1,625 $775K 0.14% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,693 shares; 2024Q4: 16,103 shares; 2025Q1: 15,563 shares; 2025Q2: 15,438 shares; 2025Q3: 15,859 shares 15,859 $744K 0.14% +421 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,300 shares; 2025Q3: 6,565 shares 6,565 $701K 0.13% +265 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,363 shares; 2024Q4: 12,363 shares; 2025Q1: 12,363 shares; 2025Q2: 12,363 shares; 2025Q3: 13,618 shares 13,618 $687K 0.13% +1,255 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 4,654 shares; 2025Q1: 4,598 shares; 2025Q2: 4,343 shares; 2025Q3: 4,454 shares 4,454 $684K 0.13% +111 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,742 shares; 2025Q1: 4,742 shares; 2025Q2: 4,647 shares; 2025Q3: 4,902 shares 4,902 $657K 0.12% +255 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,493 shares; 2025Q2: 1,603 shares; 2025Q3: 1,678 shares 1,678 $620K 0.12% +75 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,056 shares; 2024Q4: 34,056 shares; 2025Q1: 34,056 shares; 2025Q2: 36,553 shares; 2025Q3: 35,126 shares 35,126 $603K 0.11% -1,427 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 7,449 shares; 2025Q1: 7,329 shares; 2025Q2: 7,329 shares; 2025Q3: 8,199 shares 8,199 $598K 0.11% +870 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,025 shares; 2024Q4: 13,025 shares; 2025Q1: 13,025 shares; 2025Q2: 13,025 shares; 2025Q3: 13,025 shares 13,025 $590K 0.11% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: 2,981 shares; 2025Q3: 3,138 shares 3,138 $577K 0.11% +157 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 8,677 shares; 2025Q1: 9,083 shares; 2025Q2: 8,140 shares; 2025Q3: 8,307 shares 8,307 $568K 0.11% +167 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 17,500 shares; 2025Q1: 20,700 shares; 2025Q2: 23,055 shares; 2025Q3: 22,225 shares 22,225 $563K 0.1% -830 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,003 shares; 2024Q4: 9,003 shares; 2025Q1: 9,003 shares; 2025Q2: 9,003 shares; 2025Q3: 10,328 shares 10,328 $562K 0.1% +1,325 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,965 shares; 2025Q1: 17,965 shares; 2025Q2: 20,740 shares; 2025Q3: 21,910 shares 21,910 $558K 0.1% +1,170 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 11,065 shares; 2025Q1: 11,065 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares 10,300 $558K 0.1% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 5,975 shares; 2025Q1: 5,975 shares; 2025Q2: 5,775 shares; 2025Q3: 5,715 shares 5,715 $555K 0.1% -60 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,130 shares; 2024Q4: 17,150 shares; 2025Q1: 17,380 shares; 2025Q2: 20,375 shares; 2025Q3: 21,540 shares 21,540 $553K 0.1% +1,165 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,548 shares; 2024Q4: 13,493 shares; 2025Q1: 6,513 shares; 2025Q2: 6,323 shares; 2025Q3: 6,558 shares 6,558 $552K 0.1% +235 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,365 shares; 2024Q4: 7,475 shares; 2025Q1: 7,475 shares; 2025Q2: 7,610 shares; 2025Q3: 7,955 shares 7,955 $543K 0.1% +345 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,796 shares; 2024Q4: 14,793 shares; 2025Q1: 14,796 shares; 2025Q2: 14,800 shares; 2025Q3: 17,273 shares 17,273 $540K 0.1% +2,473 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 2,112 shares; 2025Q3: 2,184 shares 2,184 $538K 0.1% +72 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,780 shares; 2025Q1: 2,895 shares; 2025Q2: 2,640 shares; 2025Q3: 2,775 shares 2,775 $515K 0.1% +135 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,345 shares; 2024Q4: 16,485 shares; 2025Q1: 16,485 shares; 2025Q2: 19,095 shares; 2025Q3: 19,095 shares 19,095 $512K 0.09% 0 UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,130 shares; 2025Q3: 2,103 shares 2,103 $497K 0.09% -27 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,985 shares; 2024Q4: 42,685 shares; 2025Q1: 42,685 shares; 2025Q2: 46,035 shares; 2025Q3: 48,085 shares 48,085 $496K 0.09% +2,050 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 5,222 shares; 2025Q2: 5,097 shares; 2025Q3: 5,654 shares 5,654 $494K 0.09% +557 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 10,144 shares; 2025Q1: 7,866 shares; 2025Q2: 9,479 shares; 2025Q3: 9,479 shares 9,479 $489K 0.09% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares 1,440 $479K 0.09% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 1,897 shares; 2025Q3: 1,897 shares 1,897 $477K 0.09% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 2,082 shares; 2025Q2: 2,071 shares; 2025Q3: 2,953 shares 2,953 $459K 0.09% +882 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,488 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares 1,482 $446K 0.08% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 5,884 shares; 2025Q1: 5,884 shares; 2025Q2: 5,764 shares; 2025Q3: 5,764 shares 5,764 $435K 0.08% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares 2,340 $427K 0.08% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,485 shares; 2024Q4: 20,485 shares; 2025Q1: 20,485 shares; 2025Q2: 20,485 shares; 2025Q3: 24,485 shares 24,485 $418K 0.08% +4,000 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,862 shares; 2025Q3: 1,773 shares 1,773 $411K 0.08% -89 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 6,136 shares; 2025Q1: 6,219 shares; 2025Q2: 5,901 shares; 2025Q3: 6,126 shares 6,126 $406K 0.08% +225 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,757 shares; 2024Q4: 4,757 shares; 2025Q1: 4,757 shares; 2025Q2: 4,757 shares; 2025Q3: 4,757 shares 4,757 $399K 0.07% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,650 shares; 2025Q3: 4,880 shares 4,880 $396K 0.07% +230 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,897 shares; 2025Q1: 5,897 shares; 2025Q2: 5,692 shares; 2025Q3: 5,692 shares 5,692 $390K 0.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,305 shares; 2025Q1: 1,300 shares; 2025Q2: 1,155 shares; 2025Q3: 1,185 shares 1,185 $389K 0.07% +30 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 1,128 shares; 2025Q1: 1,228 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares 1,373 $387K 0.07% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 824 shares; 2025Q3: 814 shares 814 $387K 0.07% -10 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,954 shares; 2024Q4: 9,754 shares; 2025Q1: 9,754 shares; 2025Q2: 9,234 shares; 2025Q3: 9,234 shares 9,234 $380K 0.07% 0 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 8,420 shares; 2025Q1: 8,615 shares; 2025Q2: 8,615 shares; 2025Q3: 8,690 shares 8,690 $370K 0.07% +75 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,823 shares; 2024Q4: 15,189 shares; 2025Q1: 15,214 shares; 2025Q2: 15,189 shares; 2025Q3: 14,204 shares 14,204 $362K 0.07% -985 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,720 shares; 2025Q3: 4,810 shares 4,810 $345K 0.06% +90 Timeline BRF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,355 shares; 2024Q4: 18,690 shares; 2025Q1: 18,690 shares; 2025Q2: 19,815 shares; 2025Q3: 21,140 shares 21,140 $344K 0.06% +1,325 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 4,855 shares; 2025Q3: 4,995 shares 4,995 $339K 0.06% +140 Timeline EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 4,930 shares; 2025Q3: 5,030 shares 5,030 $322K 0.06% +100 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 5,095 shares; 2025Q1: 5,095 shares; 2025Q2: 4,905 shares; 2025Q3: 5,005 shares 5,005 $322K 0.06% +100 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares 1,502 $316K 0.06% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 610 shares; 2025Q3: 610 shares 610 $305K 0.06% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,771 shares; 2024Q4: 52,952 shares; 2025Q1: 9,740 shares; 2025Q2: 5,894 shares; 2025Q3: 3,892 shares 3,892 $302K 0.06% -2,002 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 503 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $300K 0.06% 0 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,861 shares; 2024Q4: 18,861 shares; 2025Q1: 18,861 shares; 2025Q2: 21,201 shares; 2025Q3: 22,141 shares 22,141 $299K 0.06% +940 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 10,390 shares; 2025Q1: 10,390 shares; 2025Q2: 10,560 shares; 2025Q3: 11,030 shares 11,030 $298K 0.06% +470 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,250 shares; 2025Q1: 1,287 shares; 2025Q2: 1,245 shares; 2025Q3: 1,363 shares 1,363 $294K 0.05% +118 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,693 shares; 2025Q1: 1,693 shares; 2025Q2: 848 shares; 2025Q3: 848 shares 848 $293K 0.05% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 36,635 shares; 2025Q1: 40,295 shares; 2025Q2: 38,260 shares; 2025Q3: 39,590 shares 39,590 $291K 0.05% +1,330 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 593 shares; 2025Q3: 593 shares 593 $289K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,420 shares; 2025Q1: 2,864 shares; 2025Q2: 2,719 shares; 2025Q3: 2,520 shares 2,520 $289K 0.05% -199 Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 10,564 shares; 2025Q1: 10,564 shares; 2025Q2: 10,474 shares; 2025Q3: 10,854 shares 10,854 $286K 0.05% +380 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,802 shares; 2025Q1: 2,055 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares 1,530 $285K 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 3,565 shares; 2025Q1: 3,570 shares; 2025Q2: 3,425 shares; 2025Q3: 3,225 shares 3,225 $271K 0.05% -200 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares 1,074 $261K 0.05% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,466 shares; 2024Q4: 70,811 shares; 2025Q1: 70,811 shares; 2025Q2: 72,776 shares; 2025Q3: 76,976 shares 76,976 $260K 0.05% +4,200 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares 222 $259K 0.05% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: not reported; 2025Q1: 3,012 shares; 2025Q2: 3,277 shares; 2025Q3: 3,437 shares 3,437 $252K 0.05% +160 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,940 shares; 2024Q4: 18,790 shares; 2025Q1: 18,790 shares; 2025Q2: 20,910 shares; 2025Q3: 22,410 shares 22,410 $243K 0.05% +1,500 Timeline FAN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,430 shares; 2024Q4: 11,830 shares; 2025Q1: 11,830 shares; 2025Q2: 12,220 shares; 2025Q3: 12,655 shares 12,655 $243K 0.05% +435 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 767 shares; 2025Q3: 822 shares 822 $241K 0.04% +55 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: 644 shares 644 $235K 0.04% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares 3,800 $234K 0.04% 0 Timeline COLO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,044 shares 7,044 $231K 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 774 shares; 2025Q3: 816 shares 816 $230K 0.04% +42 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 804 shares 804 $227K 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares 368 $226K 0.04% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 3,768 shares 3,768 $221K 0.04% +160 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,235 shares 3,235 $219K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,170 shares; 2024Q4: 5,997 shares; 2025Q1: 5,747 shares; 2025Q2: 4,807 shares; 2025Q3: 4,767 shares 4,767 $215K 0.04% -40 Timeline CRESY CRESUD S A C I F Y A More: the full row for CRESUD S A C I F Y A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,066 shares; 2024Q4: 23,201 shares; 2025Q1: 23,201 shares; 2025Q2: 22,351 shares; 2025Q3: 22,721 shares 22,721 $209K 0.04% +370 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares 796 $208K 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,666 shares; 2025Q2: not reported; 2025Q3: 1,666 shares 1,666 $206K 0.04% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares 450 $200K 0.04% new Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 11,735 shares 11,735 $25.5K <0.01% 0 Timeline Cresud S A C I F Y A Warran… Cresud S A C I F Y A Warrant Exp … More: the full row for Cresud S A C I F Y A Warrant Exp 03/09/202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,840 shares; 2024Q4: 30,420 shares; 2025Q1: 30,420 shares; 2025Q2: 30,420 shares; 2025Q3: 30,420 shares 30,420 $20.3K <0.01% 0