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: 245,137 shares; 2024Q4: 241,480 shares; 2025Q1: 243,455 shares; 2025Q2: 228,602 shares; 2025Q3: 219,710 shares; 2025Q4: 221,907 shares 221,907 $151M 26.82% +2,197 Timeline STIP 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: 264,051 shares; 2024Q4: 294,209 shares; 2025Q1: 312,662 shares; 2025Q2: 360,069 shares; 2025Q3: 300,998 shares; 2025Q4: 407,264 shares 407,264 $41.7M 7.39% +106,266 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,749 shares; 2024Q4: 416,774 shares; 2025Q1: 513,291 shares; 2025Q2: 553,843 shares; 2025Q3: 571,558 shares; 2025Q4: 593,060 shares 593,060 $34.8M 6.17% +21,502 Timeline TLT 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: 262,890 shares; 2024Q4: 226,164 shares; 2025Q1: 251,488 shares; 2025Q2: 276,149 shares; 2025Q3: 255,382 shares; 2025Q4: 253,696 shares 253,696 $22.1M 3.92% -1,686 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,378 shares; 2024Q4: 201,018 shares; 2025Q1: 206,777 shares; 2025Q2: 216,530 shares; 2025Q3: 222,069 shares; 2025Q4: 246,337 shares 246,337 $19.6M 3.48% +24,268 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,779 shares; 2024Q4: 499,913 shares; 2025Q1: 559,898 shares; 2025Q2: 600,486 shares; 2025Q3: 616,436 shares; 2025Q4: 653,858 shares 653,858 $17.8M 3.15% +37,422 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: 136,304 shares; 2024Q4: 146,856 shares; 2025Q1: 150,617 shares; 2025Q2: 155,628 shares; 2025Q3: 161,662 shares; 2025Q4: 174,332 shares 174,332 $15.4M 2.73% +12,670 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 557,405 shares; 2025Q4: 678,111 shares 678,111 $15.3M 2.71% +120,706 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: 24,451 shares; 2024Q4: 23,912 shares; 2025Q1: 23,532 shares; 2025Q2: 22,635 shares; 2025Q3: 22,790 shares; 2025Q4: 21,704 shares 21,704 $14.9M 2.63% -1,086 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,047 shares; 2024Q4: 215,922 shares; 2025Q1: 251,635 shares; 2025Q2: 236,078 shares; 2025Q3: 196,091 shares; 2025Q4: 170,329 shares 170,329 $14.5M 2.58% -25,762 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: 160,450 shares; 2024Q4: 199,809 shares; 2025Q1: 194,550 shares; 2025Q2: 181,811 shares; 2025Q3: 188,835 shares; 2025Q4: 185,034 shares 185,034 $11.6M 2.05% -3,801 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,575 shares; 2024Q4: 91,989 shares; 2025Q1: 102,206 shares; 2025Q2: 104,772 shares; 2025Q3: 106,382 shares; 2025Q4: 121,012 shares 121,012 $11.3M 2% +14,630 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: 29,598 shares; 2024Q4: 39,056 shares; 2025Q1: 39,154 shares; 2025Q2: 38,042 shares; 2025Q3: 39,420 shares; 2025Q4: 40,114 shares 40,114 $10.9M 1.93% +694 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,679 shares; 2024Q4: 177,369 shares; 2025Q1: 177,104 shares; 2025Q2: 173,579 shares; 2025Q3: 183,066 shares; 2025Q4: 179,381 shares 179,381 $10.1M 1.79% -3,685 Timeline XSOE 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: 214,549 shares; 2024Q4: 237,389 shares; 2025Q1: 234,707 shares; 2025Q2: 221,876 shares; 2025Q3: 255,701 shares; 2025Q4: 249,131 shares 249,131 $9.72M 1.72% -6,570 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: 40,597 shares; 2024Q4: 38,684 shares; 2025Q1: 38,409 shares; 2025Q2: 37,499 shares; 2025Q3: 37,144 shares; 2025Q4: 35,458 shares 35,458 $7.42M 1.31% -1,686 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,901 shares; 2024Q4: 181,770 shares; 2025Q1: 187,708 shares; 2025Q2: 183,256 shares; 2025Q3: 190,916 shares; 2025Q4: 203,361 shares 203,361 $6.66M 1.18% +12,445 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: 45,105 shares; 2024Q4: 49,000 shares; 2025Q1: 47,505 shares; 2025Q2: 50,150 shares; 2025Q3: 50,835 shares; 2025Q4: 50,125 shares 50,125 $4.81M 0.85% -710 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: 117,644 shares; 2024Q4: 113,820 shares; 2025Q1: 120,392 shares; 2025Q2: 120,237 shares; 2025Q3: 95,352 shares; 2025Q4: 97,007 shares 97,007 $4.8M 0.85% +1,655 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: 37,576 shares; 2024Q4: 37,831 shares; 2025Q1: 37,507 shares; 2025Q2: 37,397 shares; 2025Q3: 38,280 shares; 2025Q4: 37,565 shares 37,565 $4.54M 0.81% -715 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,114 shares; 2024Q4: 38,751 shares; 2025Q1: 39,746 shares; 2025Q2: 40,641 shares; 2025Q3: 41,951 shares; 2025Q4: 38,406 shares 38,406 $4.23M 0.75% -3,545 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: 7,671 shares; 2024Q4: 7,666 shares; 2025Q1: 7,666 shares; 2025Q2: 7,200 shares; 2025Q3: 7,394 shares; 2025Q4: 7,293 shares 7,293 $3.53M 0.63% -101 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: 56,500 shares; 2024Q4: 55,435 shares; 2025Q1: 52,053 shares; 2025Q2: 47,729 shares; 2025Q3: 45,590 shares; 2025Q4: 43,288 shares 43,288 $3.51M 0.62% -2,302 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,665 shares; 2025Q2: 57,875 shares; 2025Q3: 59,020 shares; 2025Q4: 66,655 shares 66,655 $3.14M 0.56% +7,635 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: 31,492 shares; 2024Q4: 31,882 shares; 2025Q1: 31,817 shares; 2025Q2: 31,670 shares; 2025Q3: 32,858 shares; 2025Q4: 31,778 shares 31,778 $3.02M 0.54% -1,080 Timeline CMF 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: 42,455 shares; 2024Q4: 47,365 shares; 2025Q1: 48,915 shares; 2025Q2: 42,855 shares; 2025Q3: 43,470 shares; 2025Q4: 45,315 shares 45,315 $2.6M 0.46% +1,845 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,050 shares; 2024Q4: 82,805 shares; 2025Q1: 80,024 shares; 2025Q2: 79,649 shares; 2025Q3: 79,329 shares; 2025Q4: 82,469 shares 82,469 $2.49M 0.44% +3,140 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: 32,712 shares; 2024Q4: 32,707 shares; 2025Q1: 33,076 shares; 2025Q2: 32,606 shares; 2025Q3: 34,249 shares; 2025Q4: 33,790 shares 33,790 $2.42M 0.43% -459 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,385 shares; 2024Q4: 15,636 shares; 2025Q1: 19,071 shares; 2025Q2: 22,782 shares; 2025Q3: 26,073 shares; 2025Q4: 32,807 shares 32,807 $2.42M 0.43% +6,734 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,622 shares; 2024Q4: 39,038 shares; 2025Q1: 39,858 shares; 2025Q2: 38,803 shares; 2025Q3: 32,634 shares; 2025Q4: 32,279 shares 32,279 $2.39M 0.42% -355 Timeline USXF 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: 42,725 shares; 2024Q4: 42,725 shares; 2025Q1: 42,725 shares; 2025Q2: 42,725 shares; 2025Q3: 42,725 shares; 2025Q4: 40,975 shares 40,975 $2.36M 0.42% -1,750 Timeline IDV 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: 59,010 shares; 2024Q4: 66,065 shares; 2025Q1: 64,489 shares; 2025Q2: 59,205 shares; 2025Q3: 58,275 shares; 2025Q4: 58,370 shares 58,370 $2.3M 0.41% +95 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: 6,780 shares; 2024Q4: 6,925 shares; 2025Q1: 6,930 shares; 2025Q2: 6,685 shares; 2025Q3: 6,835 shares; 2025Q4: 6,618 shares 6,618 $2.29M 0.41% -217 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: 9,930 shares; 2024Q4: 9,710 shares; 2025Q1: 7,007 shares; 2025Q2: 6,459 shares; 2025Q3: 5,934 shares; 2025Q4: 5,592 shares 5,592 $2.22M 0.39% -342 Timeline XVV 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: 37,510 shares; 2024Q4: 39,045 shares; 2025Q1: 38,975 shares; 2025Q2: 39,655 shares; 2025Q3: 41,043 shares; 2025Q4: 41,983 shares 41,983 $2.21M 0.39% +940 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,435 shares; 2024Q4: 48,815 shares; 2025Q1: 44,500 shares; 2025Q2: 29,635 shares; 2025Q3: 20,750 shares; 2025Q4: 39,407 shares 39,407 $2.2M 0.39% +18,657 Timeline CRBN 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: 10,080 shares; 2024Q4: 10,030 shares; 2025Q1: 9,960 shares; 2025Q2: 9,785 shares; 2025Q3: 9,520 shares; 2025Q4: 9,410 shares 9,410 $2.17M 0.38% -110 Timeline IBTH 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: 90,135 shares; 2025Q1: 90,135 shares; 2025Q2: 93,285 shares; 2025Q3: 94,610 shares; 2025Q4: 94,780 shares 94,780 $2.13M 0.38% +170 Timeline IBTG 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: 81,433 shares; 2024Q4: 85,718 shares; 2025Q1: 85,973 shares; 2025Q2: 90,433 shares; 2025Q3: 91,733 shares; 2025Q4: 92,573 shares 92,573 $2.12M 0.38% +840 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,005 shares 94,005 $2.1M 0.37% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,481 shares; 2025Q1: 6,551 shares; 2025Q2: 4,426 shares; 2025Q3: 3,286 shares; 2025Q4: 3,256 shares 3,256 $1.96M 0.35% -30 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: 5,851 shares; 2024Q4: 5,961 shares; 2025Q1: 6,005 shares; 2025Q2: 5,701 shares; 2025Q3: 5,888 shares; 2025Q4: 5,776 shares 5,776 $1.86M 0.33% -112 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: 16,285 shares; 2024Q4: 16,560 shares; 2025Q1: 16,919 shares; 2025Q2: 16,654 shares; 2025Q3: 16,741 shares; 2025Q4: 15,582 shares 15,582 $1.74M 0.31% -1,159 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: 13,898 shares; 2024Q4: 13,583 shares; 2025Q1: 13,308 shares; 2025Q2: 13,308 shares; 2025Q3: 13,073 shares; 2025Q4: 12,408 shares 12,408 $1.73M 0.31% -665 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: 1,427 shares; 2024Q4: 1,819 shares; 2025Q1: 1,869 shares; 2025Q2: 1,798 shares; 2025Q3: 2,051 shares; 2025Q4: 1,966 shares 1,966 $1.7M 0.3% -85 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: 624 shares; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,563 shares 1,563 $1.68M 0.3% -5 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: 13,446 shares; 2024Q4: 12,144 shares; 2025Q1: 11,872 shares; 2025Q2: 11,400 shares; 2025Q3: 11,306 shares; 2025Q4: 10,456 shares 10,456 $1.56M 0.28% -850 Timeline DMXF 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: 18,100 shares; 2024Q4: 19,450 shares; 2025Q1: 19,450 shares; 2025Q2: 19,450 shares; 2025Q3: 19,450 shares; 2025Q4: 19,450 shares 19,450 $1.46M 0.26% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,620 shares; 2024Q4: 32,710 shares; 2025Q1: 32,505 shares; 2025Q2: 32,270 shares; 2025Q3: 32,230 shares; 2025Q4: 31,810 shares 31,810 $1.42M 0.25% -420 Timeline IBDS 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: 52,920 shares; 2025Q1: 52,840 shares; 2025Q2: 55,735 shares; 2025Q3: 56,960 shares; 2025Q4: 56,940 shares 56,940 $1.38M 0.25% -20 Timeline IBDR 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: 48,220 shares; 2024Q4: 52,170 shares; 2025Q1: 52,110 shares; 2025Q2: 55,000 shares; 2025Q3: 56,230 shares; 2025Q4: 56,560 shares 56,560 $1.37M 0.24% +330 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,445 shares 53,445 $1.36M 0.24% new Timeline EWY 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: 10,807 shares; 2024Q4: 11,942 shares; 2025Q1: 11,942 shares; 2025Q2: 12,627 shares; 2025Q3: 13,027 shares; 2025Q4: 13,027 shares 13,027 $1.27M 0.22% 0 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: 3,330 shares; 2024Q4: 3,410 shares; 2025Q1: 3,406 shares; 2025Q2: 3,363 shares; 2025Q3: 3,403 shares; 2025Q4: 3,290 shares 3,290 $1.15M 0.2% -113 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: 9,661 shares; 2024Q4: 9,661 shares; 2025Q1: 9,809 shares; 2025Q2: 9,771 shares; 2025Q3: 9,904 shares; 2025Q4: 9,406 shares 9,406 $1.13M 0.2% -498 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: 21,725 shares; 2024Q4: 20,680 shares; 2025Q1: 20,540 shares; 2025Q2: 18,970 shares; 2025Q3: 18,085 shares; 2025Q4: 15,120 shares 15,120 $1.11M 0.2% -2,965 Timeline EWC 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: 21,129 shares; 2024Q4: 21,490 shares; 2025Q1: 19,665 shares; 2025Q2: 18,298 shares; 2025Q3: 22,368 shares; 2025Q4: 20,569 shares 20,569 $1.11M 0.2% -1,799 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: 5,669 shares; 2024Q4: 6,019 shares; 2025Q1: 5,689 shares; 2025Q2: 5,705 shares; 2025Q3: 5,274 shares; 2025Q4: 5,682 shares 5,682 $1.09M 0.19% +408 Timeline EWT 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: 16,400 shares; 2024Q4: 16,060 shares; 2025Q1: 16,060 shares; 2025Q2: 16,460 shares; 2025Q3: 16,880 shares; 2025Q4: 16,880 shares 16,880 $1.07M 0.19% 0 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: 7,880 shares; 2024Q4: 8,290 shares; 2025Q1: 7,805 shares; 2025Q2: 7,435 shares; 2025Q3: 7,215 shares; 2025Q4: 7,472 shares 7,472 $1.07M 0.19% +257 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: 26,900 shares; 2024Q4: 51,660 shares; 2025Q1: 48,615 shares; 2025Q2: 44,980 shares; 2025Q3: 46,410 shares; 2025Q4: 43,990 shares 43,990 $1.06M 0.19% -2,420 Timeline DVY 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: 7,433 shares; 2024Q4: 7,858 shares; 2025Q1: 7,561 shares; 2025Q2: 7,258 shares; 2025Q3: 7,128 shares; 2025Q4: 7,458 shares 7,458 $1.05M 0.19% +330 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: 3,246 shares; 2024Q4: 3,306 shares; 2025Q1: 3,356 shares; 2025Q2: 3,275 shares; 2025Q3: 3,295 shares; 2025Q4: 2,930 shares 2,930 $1.01M 0.18% -365 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,775 shares; 2024Q4: 20,095 shares; 2025Q1: 20,245 shares; 2025Q2: 19,835 shares; 2025Q3: 20,335 shares; 2025Q4: 21,190 shares 21,190 $992K 0.18% +855 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: 4,131 shares; 2024Q4: 4,131 shares; 2025Q1: 4,600 shares; 2025Q2: 4,226 shares; 2025Q3: 4,226 shares; 2025Q4: 4,236 shares 4,236 $978K 0.17% +10 Timeline TIP 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: 8,432 shares; 2024Q4: 7,647 shares; 2025Q1: 7,597 shares; 2025Q2: 8,172 shares; 2025Q3: 8,262 shares; 2025Q4: 8,891 shares 8,891 $977K 0.17% +629 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,300 shares; 2025Q3: 6,565 shares; 2025Q4: 9,005 shares 9,005 $961K 0.17% +2,440 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,000 shares 10,000 $954K 0.17% -200 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: 8,081 shares; 2024Q4: 7,861 shares; 2025Q1: 7,615 shares; 2025Q2: 7,534 shares; 2025Q3: 7,668 shares; 2025Q4: 6,622 shares 6,622 $950K 0.17% -1,046 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: 368 shares; 2024Q4: 1,448 shares; 2025Q1: 1,501 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,425 shares 1,425 $940K 0.17% -23 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: 23,026 shares; 2024Q4: 22,676 shares; 2025Q1: 22,079 shares; 2025Q2: 22,289 shares; 2025Q3: 22,239 shares; 2025Q4: 21,084 shares 21,084 $931K 0.17% -1,155 Timeline DSI 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: 4,402 shares; 2024Q4: 5,137 shares; 2025Q1: 5,132 shares; 2025Q2: 5,182 shares; 2025Q3: 6,707 shares; 2025Q4: 7,188 shares 7,188 $926K 0.16% +481 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,080 shares; 2024Q4: 75,255 shares; 2025Q1: 77,195 shares; 2025Q2: 80,060 shares; 2025Q3: 75,008 shares; 2025Q4: 82,263 shares 82,263 $925K 0.16% +7,255 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,705 shares; 2025Q1: 1,677 shares; 2025Q2: 1,602 shares; 2025Q3: 1,652 shares; 2025Q4: 1,602 shares 1,602 $914K 0.16% -50 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: 31,221 shares; 2024Q4: 21,928 shares; 2025Q1: 20,313 shares; 2025Q2: 18,104 shares; 2025Q3: 18,425 shares; 2025Q4: 16,795 shares 16,795 $903K 0.16% -1,630 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,555 shares 1,555 $891K 0.16% -70 Timeline EWH 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: 38,436 shares; 2024Q4: 40,841 shares; 2025Q1: 40,841 shares; 2025Q2: 39,511 shares; 2025Q3: 40,536 shares; 2025Q4: 41,086 shares 41,086 $873K 0.15% +550 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 8,360 shares; 2025Q1: 8,660 shares; 2025Q2: 7,070 shares; 2025Q3: 7,760 shares; 2025Q4: 8,110 shares 8,110 $869K 0.15% +350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,179 shares; 2024Q4: 6,179 shares; 2025Q1: 6,179 shares; 2025Q2: 6,179 shares; 2025Q3: 4,669 shares; 2025Q4: 4,669 shares 4,669 $861K 0.15% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 15,237 shares; 2025Q1: 17,104 shares; 2025Q2: 17,124 shares; 2025Q3: 16,779 shares; 2025Q4: 17,809 shares 17,809 $852K 0.15% +1,030 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: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,258 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,315 shares 1,315 $825K 0.15% -49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,693 shares; 2024Q4: 16,103 shares; 2025Q1: 15,563 shares; 2025Q2: 15,438 shares; 2025Q3: 15,859 shares; 2025Q4: 17,494 shares 17,494 $823K 0.15% +1,635 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: 2,695 shares; 2024Q4: 2,715 shares; 2025Q1: 2,720 shares; 2025Q2: 2,580 shares; 2025Q3: 2,622 shares; 2025Q4: 2,567 shares 2,567 $784K 0.14% -55 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: 1,260 shares; 2024Q4: 1,504 shares; 2025Q1: 1,587 shares; 2025Q2: 1,658 shares; 2025Q3: 1,550 shares; 2025Q4: 1,535 shares 1,535 $772K 0.14% -15 Timeline EWS 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: 31,289 shares; 2024Q4: 29,049 shares; 2025Q1: 29,049 shares; 2025Q2: 27,459 shares; 2025Q3: 27,934 shares; 2025Q4: 27,934 shares 27,934 $768K 0.14% 0 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: 9,279 shares; 2024Q4: 10,144 shares; 2025Q1: 7,866 shares; 2025Q2: 9,479 shares; 2025Q3: 9,479 shares; 2025Q4: 11,849 shares 11,849 $652K 0.12% +2,370 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: 5,975 shares; 2024Q4: 5,975 shares; 2025Q1: 5,975 shares; 2025Q2: 5,775 shares; 2025Q3: 5,715 shares; 2025Q4: 6,805 shares 6,805 $639K 0.11% +1,090 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 17,500 shares; 2025Q1: 20,700 shares; 2025Q2: 23,055 shares; 2025Q3: 22,225 shares; 2025Q4: 24,290 shares 24,290 $613K 0.11% +2,065 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: 3,474 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,380 shares; 2025Q3: 3,436 shares; 2025Q4: 3,110 shares 3,110 $606K 0.11% -326 Timeline EMXF 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: 13,025 shares; 2024Q4: 13,025 shares; 2025Q1: 13,025 shares; 2025Q2: 13,025 shares; 2025Q3: 13,025 shares; 2025Q4: 13,025 shares 13,025 $606K 0.11% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 8,677 shares; 2025Q1: 9,083 shares; 2025Q2: 8,140 shares; 2025Q3: 8,307 shares; 2025Q4: 7,859 shares 7,859 $605K 0.11% -448 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 7,449 shares; 2025Q1: 7,329 shares; 2025Q2: 7,329 shares; 2025Q3: 8,199 shares; 2025Q4: 8,199 shares 8,199 $603K 0.11% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,548 shares; 2024Q4: 13,493 shares; 2025Q1: 6,513 shares; 2025Q2: 6,323 shares; 2025Q3: 6,558 shares; 2025Q4: 6,953 shares 6,953 $582K 0.1% +395 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,056 shares; 2024Q4: 34,056 shares; 2025Q1: 34,056 shares; 2025Q2: 36,553 shares; 2025Q3: 35,126 shares; 2025Q4: 35,126 shares 35,126 $579K 0.1% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,827 shares 1,827 $572K 0.1% +753 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,003 shares; 2024Q4: 9,003 shares; 2025Q1: 9,003 shares; 2025Q2: 9,003 shares; 2025Q3: 10,328 shares; 2025Q4: 10,328 shares 10,328 $568K 0.1% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,245 shares 12,245 $564K 0.1% new Timeline IBMO 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: 17,130 shares; 2024Q4: 17,150 shares; 2025Q1: 17,380 shares; 2025Q2: 20,375 shares; 2025Q3: 21,540 shares; 2025Q4: 21,780 shares 21,780 $558K 0.1% +240 Timeline IBMP 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: 17,965 shares; 2025Q1: 17,965 shares; 2025Q2: 20,740 shares; 2025Q3: 21,910 shares; 2025Q4: 21,910 shares 21,910 $556K 0.1% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,796 shares; 2024Q4: 14,793 shares; 2025Q1: 14,796 shares; 2025Q2: 14,800 shares; 2025Q3: 17,273 shares; 2025Q4: 17,267 shares 17,267 $554K 0.1% -6 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,365 shares; 2024Q4: 7,475 shares; 2025Q1: 7,475 shares; 2025Q2: 7,610 shares; 2025Q3: 7,955 shares; 2025Q4: 7,955 shares 7,955 $552K 0.1% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,493 shares; 2025Q2: 1,603 shares; 2025Q3: 1,678 shares; 2025Q4: 1,568 shares 1,568 $551K 0.1% -110 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 2,112 shares; 2025Q3: 2,184 shares; 2025Q4: 2,048 shares 2,048 $549K 0.1% -136 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,375 shares 21,375 $547K 0.1% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 11,065 shares; 2025Q1: 11,065 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,110 shares 10,110 $543K 0.1% -190 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,985 shares; 2024Q4: 42,685 shares; 2025Q1: 42,685 shares; 2025Q2: 46,035 shares; 2025Q3: 48,085 shares; 2025Q4: 50,535 shares 50,535 $537K 0.1% +2,450 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: 2,976 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: 2,981 shares; 2025Q3: 3,138 shares; 2025Q4: 2,997 shares 2,997 $520K 0.09% -141 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: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 2,082 shares; 2025Q2: 2,071 shares; 2025Q3: 2,953 shares; 2025Q4: 3,354 shares 3,354 $511K 0.09% +401 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,363 shares; 2024Q4: 12,363 shares; 2025Q1: 12,363 shares; 2025Q2: 12,363 shares; 2025Q3: 13,618 shares; 2025Q4: 10,568 shares 10,568 $505K 0.09% -3,050 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: 4,317 shares; 2024Q4: 4,742 shares; 2025Q1: 4,742 shares; 2025Q2: 4,647 shares; 2025Q3: 4,902 shares; 2025Q4: 4,009 shares 4,009 $502K 0.09% -893 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 1,128 shares; 2025Q1: 1,228 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,686 shares 1,686 $499K 0.09% +313 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: 1,509 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares 1,440 $494K 0.09% 0 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: not reported; 2024Q4: 1,802 shares; 2025Q1: 2,055 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 2,545 shares 2,545 $475K 0.08% +1,015 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: 2,630 shares; 2024Q4: 2,780 shares; 2025Q1: 2,895 shares; 2025Q2: 2,640 shares; 2025Q3: 2,775 shares; 2025Q4: 2,280 shares 2,280 $472K 0.08% -495 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: 5,884 shares; 2024Q4: 5,884 shares; 2025Q1: 5,884 shares; 2025Q2: 5,764 shares; 2025Q3: 5,764 shares; 2025Q4: 5,709 shares 5,709 $458K 0.08% -55 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: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 5,222 shares; 2025Q2: 5,097 shares; 2025Q3: 5,654 shares; 2025Q4: 5,097 shares 5,097 $456K 0.08% -557 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 1,897 shares; 2025Q3: 1,897 shares; 2025Q4: 1,832 shares 1,832 $442K 0.08% -65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,485 shares; 2024Q4: 20,485 shares; 2025Q1: 20,485 shares; 2025Q2: 20,485 shares; 2025Q3: 24,485 shares; 2025Q4: 24,485 shares 24,485 $440K 0.08% 0 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: 4,573 shares; 2024Q4: 4,654 shares; 2025Q1: 4,598 shares; 2025Q2: 4,343 shares; 2025Q3: 4,454 shares; 2025Q4: 2,952 shares 2,952 $423K 0.07% -1,502 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,360 shares 2,360 $419K 0.07% +20 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,488 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 1,330 shares 1,330 $410K 0.07% -152 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 6,136 shares; 2025Q1: 6,219 shares; 2025Q2: 5,901 shares; 2025Q3: 6,126 shares; 2025Q4: 5,637 shares 5,637 $394K 0.07% -489 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: 1,390 shares; 2024Q4: 1,305 shares; 2025Q1: 1,300 shares; 2025Q2: 1,155 shares; 2025Q3: 1,185 shares; 2025Q4: 1,175 shares 1,175 $394K 0.07% -10 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,897 shares; 2025Q1: 5,897 shares; 2025Q2: 5,692 shares; 2025Q3: 5,692 shares; 2025Q4: 8,524 shares 8,524 $391K 0.07% +2,832 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,757 shares; 2024Q4: 4,757 shares; 2025Q1: 4,757 shares; 2025Q2: 4,757 shares; 2025Q3: 4,757 shares; 2025Q4: 4,157 shares 4,157 $387K 0.07% -600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,650 shares; 2025Q3: 4,880 shares; 2025Q4: 4,280 shares 4,280 $381K 0.07% -600 Timeline XJR 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: 8,485 shares; 2024Q4: 8,420 shares; 2025Q1: 8,615 shares; 2025Q2: 8,615 shares; 2025Q3: 8,690 shares; 2025Q4: 8,690 shares 8,690 $370K 0.07% 0 Timeline FXI 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: 10,954 shares; 2024Q4: 9,754 shares; 2025Q1: 9,754 shares; 2025Q2: 9,234 shares; 2025Q3: 9,234 shares; 2025Q4: 9,234 shares 9,234 $354K 0.06% 0 Timeline EZA 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: 5,180 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 4,930 shares; 2025Q3: 5,030 shares; 2025Q4: 5,030 shares 5,030 $346K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,355 shares; 2024Q4: 18,690 shares; 2025Q1: 18,690 shares; 2025Q2: 19,815 shares; 2025Q3: 21,140 shares; 2025Q4: 21,140 shares 21,140 $339K 0.06% 0 Timeline EEMS 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: 4,890 shares; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 4,855 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares 4,995 $337K 0.06% 0 Timeline SMIN 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: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,720 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares 4,810 $336K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 5,095 shares; 2025Q1: 5,095 shares; 2025Q2: 4,905 shares; 2025Q3: 5,005 shares; 2025Q4: 5,005 shares 5,005 $315K 0.06% 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: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,130 shares; 2025Q3: 2,103 shares; 2025Q4: 1,353 shares 1,353 $313K 0.06% -750 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 503 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $307K 0.05% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 582 shares 582 $304K 0.05% -11 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: 1,275 shares; 2024Q4: 1,250 shares; 2025Q1: 1,287 shares; 2025Q2: 1,245 shares; 2025Q3: 1,363 shares; 2025Q4: 1,358 shares 1,358 $298K 0.05% -5 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 3,565 shares; 2025Q1: 3,570 shares; 2025Q2: 3,425 shares; 2025Q3: 3,225 shares; 2025Q4: 2,787 shares 2,787 $293K 0.05% -438 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,940 shares; 2024Q4: 18,790 shares; 2025Q1: 18,790 shares; 2025Q2: 20,910 shares; 2025Q3: 22,410 shares; 2025Q4: 22,410 shares 22,410 $292K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 36,635 shares; 2025Q1: 40,295 shares; 2025Q2: 38,260 shares; 2025Q3: 39,590 shares; 2025Q4: 40,777 shares 40,777 $292K 0.05% +1,187 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,066 shares; 2024Q4: 23,201 shares; 2025Q1: 23,201 shares; 2025Q2: 22,351 shares; 2025Q3: 22,721 shares; 2025Q4: 22,908 shares 22,908 $289K 0.05% +187 Timeline EWA 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: 10,390 shares; 2024Q4: 10,390 shares; 2025Q1: 10,390 shares; 2025Q2: 10,560 shares; 2025Q3: 11,030 shares; 2025Q4: 11,030 shares 11,030 $289K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,861 shares; 2024Q4: 18,861 shares; 2025Q1: 18,861 shares; 2025Q2: 21,201 shares; 2025Q3: 22,141 shares; 2025Q4: 22,141 shares 22,141 $279K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares 317 $279K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 10,564 shares; 2025Q1: 10,564 shares; 2025Q2: 10,474 shares; 2025Q3: 10,854 shares; 2025Q4: 10,854 shares 10,854 $271K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 824 shares; 2025Q3: 814 shares; 2025Q4: 620 shares 620 $264K 0.05% -194 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,430 shares; 2024Q4: 11,830 shares; 2025Q1: 11,830 shares; 2025Q2: 12,220 shares; 2025Q3: 12,655 shares; 2025Q4: 12,655 shares 12,655 $259K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,170 shares; 2024Q4: 5,997 shares; 2025Q1: 5,747 shares; 2025Q2: 4,807 shares; 2025Q3: 4,767 shares; 2025Q4: 4,767 shares 4,767 $257K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,466 shares; 2024Q4: 70,811 shares; 2025Q1: 70,811 shares; 2025Q2: 72,776 shares; 2025Q3: 76,976 shares; 2025Q4: 76,976 shares 76,976 $256K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 803 shares 803 $252K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,044 shares; 2025Q4: 7,044 shares 7,044 $251K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: not reported; 2025Q1: 3,012 shares; 2025Q2: 3,277 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares 3,437 $250K 0.04% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 774 shares; 2025Q3: 816 shares; 2025Q4: 788 shares 788 $246K 0.04% -28 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: not reported; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,862 shares; 2025Q3: 1,773 shares; 2025Q4: 1,076 shares 1,076 $246K 0.04% -697 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,248 shares 1,248 $243K 0.04% -254 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $243K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 226 shares 226 $242K 0.04% +4 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: 644 shares; 2024Q4: 644 shares; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares 644 $240K 0.04% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 3,768 shares; 2025Q4: 3,768 shares 3,768 $233K 0.04% 0 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: not reported; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 510 shares 510 $229K 0.04% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 804 shares; 2025Q4: 1,552 shares 1,552 $223K 0.04% +748 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,460 shares; 2025Q1: 5,510 shares; 2025Q2: 5,435 shares; 2025Q3: not reported; 2025Q4: 4,255 shares 4,255 $218K 0.04% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,235 shares; 2025Q4: 3,192 shares 3,192 $214K 0.04% -43 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 327 shares 327 $214K 0.04% -41 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,693 shares; 2025Q1: 1,693 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 640 shares 640 $211K 0.04% -208 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 767 shares; 2025Q3: 822 shares; 2025Q4: 817 shares 817 $210K 0.04% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 11,735 shares; 2025Q4: 31,735 shares 31,735 $86.6K 0.02% +20,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,840 shares; 2024Q4: 30,420 shares; 2025Q1: 30,420 shares; 2025Q2: 30,420 shares; 2025Q3: 30,420 shares; 2025Q4: 30,420 shares 30,420 $38K 0.01% 0