SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056,040 shares; 2024Q4: 8,942,406 shares; 2025Q1: 9,013,141 shares; 2025Q2: 8,450,794 shares; 2025Q3: 8,457,463 shares; 2025Q4: 7,726,247 shares 7,726,247 $203M 17.07% -731,216 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: 376,097 shares; 2024Q4: 377,011 shares; 2025Q1: 397,331 shares; 2025Q2: 400,717 shares; 2025Q3: 407,173 shares; 2025Q4: 426,481 shares 426,481 $61.1M 5.15% +19,308 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,003 shares; 2024Q4: 57,946 shares; 2025Q1: 63,921 shares; 2025Q2: 67,447 shares; 2025Q3: 69,553 shares; 2025Q4: 71,881 shares 71,881 $49M 4.13% +2,328 Timeline MGK 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: 165,834 shares; 2024Q4: 154,281 shares; 2025Q1: 116,782 shares; 2025Q2: 116,951 shares; 2025Q3: 116,877 shares; 2025Q4: 116,850 shares 116,850 $48.2M 4.06% -27 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187,430 shares; 2024Q4: 1,148,707 shares; 2025Q1: 1,141,745 shares; 2025Q2: 1,140,791 shares; 2025Q3: 1,156,950 shares; 2025Q4: 1,176,881 shares 1,176,881 $42.3M 3.56% +19,931 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,595 shares; 2024Q4: 190,454 shares; 2025Q1: 201,976 shares; 2025Q2: 205,371 shares; 2025Q3: 209,694 shares; 2025Q4: 210,213 shares 210,213 $41.8M 3.52% +519 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680,439 shares; 2025Q3: 716,005 shares; 2025Q4: 1,859,240 shares 1,859,240 $38.8M 3.27% +1,143,235 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900,423 shares; 2025Q1: 1,036,161 shares; 2025Q2: 2,062,293 shares; 2025Q3: 2,120,331 shares; 2025Q4: 2,196,639 shares 2,196,639 $36.7M 3.09% +76,308 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: 904,494 shares; 2024Q4: 928,620 shares; 2025Q1: 1,014,172 shares; 2025Q2: 1,329,330 shares; 2025Q3: 1,360,317 shares; 2025Q4: 1,402,862 shares 1,402,862 $35.7M 3.01% +42,545 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433,092 shares; 2024Q4: 1,459,216 shares; 2025Q1: 1,551,515 shares; 2025Q2: 1,981,223 shares; 2025Q3: 2,033,181 shares; 2025Q4: 2,107,179 shares 2,107,179 $35.7M 3% +73,998 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: 28,738 shares; 2024Q4: 30,995 shares; 2025Q1: 34,265 shares; 2025Q2: 36,711 shares; 2025Q3: 38,390 shares; 2025Q4: 37,981 shares 37,981 $26M 2.19% -409 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,978 shares; 2024Q4: 141,528 shares; 2025Q1: 91,263 shares; 2025Q2: 91,768 shares; 2025Q3: 92,204 shares; 2025Q4: 95,964 shares 95,964 $23.6M 1.99% +3,760 Timeline IBTJ 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: 613,961 shares; 2024Q4: 641,709 shares; 2025Q1: 746,617 shares; 2025Q2: 921,543 shares; 2025Q3: 963,438 shares; 2025Q4: 1,000,620 shares 1,000,620 $22M 1.85% +37,182 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,238 shares; 2024Q4: 853,622 shares; 2025Q1: 835,317 shares; 2025Q2: 836,624 shares; 2025Q3: 814,762 shares; 2025Q4: 799,637 shares 799,637 $21.5M 1.81% -15,125 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230,776 shares; 2025Q3: 236,257 shares; 2025Q4: 236,430 shares 236,430 $19.8M 1.67% +173 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,626 shares; 2024Q4: 215,687 shares; 2025Q1: 241,943 shares; 2025Q2: 243,453 shares; 2025Q3: 252,287 shares; 2025Q4: 260,393 shares 260,393 $17.5M 1.47% +8,106 Timeline DGRW 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: 163,086 shares; 2024Q4: 165,191 shares; 2025Q1: 176,558 shares; 2025Q2: 180,137 shares; 2025Q3: 185,376 shares; 2025Q4: 190,551 shares 190,551 $17M 1.44% +5,175 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,089 shares; 2024Q4: 790,289 shares; 2025Q1: 910,578 shares; 2025Q2: 956,120 shares; 2025Q3: 592,499 shares; 2025Q4: 603,549 shares 603,549 $16.6M 1.39% +11,050 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,685 shares; 2024Q4: 44,995 shares; 2025Q1: 42,163 shares; 2025Q2: 456,451 shares; 2025Q3: 477,575 shares; 2025Q4: 465,752 shares 465,752 $15.4M 1.3% -11,823 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: 2,138 shares; 2024Q4: 2,028 shares; 2025Q1: 1,966 shares; 2025Q2: 3,164 shares; 2025Q3: 53,094 shares; 2025Q4: 53,039 shares 53,039 $11.7M 0.98% -55 Timeline QTUM 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: not reported; 2025Q3: not reported; 2025Q4: 104,070 shares 104,070 $11.4M 0.96% new Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS 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: 99,594 shares; 2025Q3: 101,345 shares; 2025Q4: 101,593 shares 101,593 $11.3M 0.96% +248 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: 20,051 shares; 2024Q4: 20,185 shares; 2025Q1: 20,275 shares; 2025Q2: 20,258 shares; 2025Q3: 20,891 shares; 2025Q4: 23,213 shares 23,213 $11.2M 0.95% +2,322 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: 399,319 shares; 2024Q4: 397,149 shares; 2025Q1: 374,477 shares; 2025Q2: 386,615 shares; 2025Q3: 393,232 shares; 2025Q4: 409,256 shares 409,256 $10.5M 0.88% +16,024 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS 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: 324,773 shares; 2025Q3: 330,682 shares; 2025Q4: 319,882 shares 319,882 $9.9M 0.83% -10,800 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,695 shares; 2024Q4: 177,402 shares; 2025Q1: 213,634 shares; 2025Q2: 194,939 shares; 2025Q3: 189,593 shares; 2025Q4: 187,695 shares 187,695 $9.49M 0.8% -1,898 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372,816 shares; 2025Q1: 407,410 shares; 2025Q2: 421,960 shares; 2025Q3: 433,200 shares; 2025Q4: 451,736 shares 451,736 $9.31M 0.78% +18,536 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,702 shares; 2024Q4: 360,537 shares; 2025Q1: 430,620 shares; 2025Q2: 439,971 shares; 2025Q3: 452,293 shares; 2025Q4: 463,156 shares 463,156 $9.14M 0.77% +10,863 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,487 shares; 2024Q4: 90,687 shares; 2025Q1: 90,471 shares; 2025Q2: 90,275 shares; 2025Q3: 89,751 shares; 2025Q4: 89,893 shares 89,893 $8.92M 0.75% +142 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,444 shares; 2024Q4: 382,868 shares; 2025Q1: 431,514 shares; 2025Q2: 461,016 shares; 2025Q3: 472,222 shares; 2025Q4: 452,650 shares 452,650 $8.86M 0.75% -19,572 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: 30,385 shares; 2024Q4: 29,681 shares; 2025Q1: 29,318 shares; 2025Q2: 28,633 shares; 2025Q3: 28,034 shares; 2025Q4: 27,013 shares 27,013 $8.7M 0.73% -1,021 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: 26,667 shares; 2024Q4: 25,955 shares; 2025Q1: 25,443 shares; 2025Q2: 25,335 shares; 2025Q3: 24,999 shares; 2025Q4: 24,398 shares 24,398 $8.44M 0.71% -601 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999,215 shares; 2024Q4: 2,088,600 shares; 2025Q1: 2,351,550 shares; 2025Q2: 313,659 shares; 2025Q3: 336,780 shares; 2025Q4: 360,315 shares 360,315 $8.42M 0.71% +23,535 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: 26,184 shares; 2024Q4: 27,138 shares; 2025Q1: 27,838 shares; 2025Q2: 28,162 shares; 2025Q3: 28,852 shares; 2025Q4: 29,029 shares 29,029 $7.89M 0.66% +177 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: 152,212 shares; 2024Q4: 259,388 shares; 2025Q1: 258,788 shares; 2025Q2: 248,880 shares; 2025Q3: 258,777 shares; 2025Q4: 283,324 shares 283,324 $6.81M 0.57% +24,547 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: 32,357 shares; 2024Q4: 31,967 shares; 2025Q1: 34,665 shares; 2025Q2: 36,713 shares; 2025Q3: 36,121 shares; 2025Q4: 36,499 shares 36,499 $6.81M 0.57% +378 Timeline FNDF 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: 177,170 shares; 2024Q4: 170,938 shares; 2025Q1: 167,076 shares; 2025Q2: 164,758 shares; 2025Q3: 163,858 shares; 2025Q4: 148,796 shares 148,796 $6.73M 0.57% -15,062 Timeline CIBR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,526 shares 91,526 $6.54M 0.55% new Timeline IJH 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: 84,542 shares; 2024Q4: 93,203 shares; 2025Q1: 95,876 shares; 2025Q2: 88,859 shares; 2025Q3: 91,589 shares; 2025Q4: 98,827 shares 98,827 $6.52M 0.55% +7,238 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: 62,435 shares; 2024Q4: 61,094 shares; 2025Q1: 60,028 shares; 2025Q2: 57,338 shares; 2025Q3: 58,497 shares; 2025Q4: 58,420 shares 58,420 $6.51M 0.55% -77 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: 26,397 shares; 2024Q4: 26,483 shares; 2025Q1: 26,519 shares; 2025Q2: 26,640 shares; 2025Q3: 27,391 shares; 2025Q4: 27,861 shares 27,861 $6.37M 0.54% +470 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,411 shares; 2024Q4: 14,068 shares; 2025Q1: 13,531 shares; 2025Q2: 13,156 shares; 2025Q3: 12,892 shares; 2025Q4: 12,811 shares 12,811 $6.25M 0.53% -81 Timeline TDIV 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: 59,277 shares; 2024Q4: 58,877 shares; 2025Q1: 59,454 shares; 2025Q2: 60,663 shares; 2025Q3: 61,464 shares; 2025Q4: 61,216 shares 61,216 $5.93M 0.5% -248 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,247 shares; 2024Q4: 179,599 shares; 2025Q1: 175,720 shares; 2025Q2: 176,241 shares; 2025Q3: 174,493 shares; 2025Q4: 174,071 shares 174,071 $5.68M 0.48% -422 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: 24,668 shares; 2024Q4: 25,002 shares; 2025Q1: 26,046 shares; 2025Q2: 26,099 shares; 2025Q3: 26,684 shares; 2025Q4: 27,367 shares 27,367 $5.66M 0.48% +683 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: 5,258 shares; 2025Q1: 5,308 shares; 2025Q2: 5,332 shares; 2025Q3: 5,279 shares; 2025Q4: 5,205 shares 5,205 $5.57M 0.47% -74 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192,427 shares 192,427 $5.57M 0.47% new 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: 30,015 shares; 2024Q4: 30,931 shares; 2025Q1: 31,529 shares; 2025Q2: 31,827 shares; 2025Q3: 32,719 shares; 2025Q4: 33,182 shares 33,182 $5.06M 0.43% +463 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,760 shares; 2024Q4: 41,038 shares; 2025Q1: 41,828 shares; 2025Q2: 42,445 shares; 2025Q3: 43,622 shares; 2025Q4: 43,792 shares 43,792 $4.94M 0.42% +170 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: 39,877 shares; 2024Q4: 39,989 shares; 2025Q1: 42,343 shares; 2025Q2: 43,656 shares; 2025Q3: 45,852 shares; 2025Q4: 46,154 shares 46,154 $4.86M 0.41% +302 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: 36,541 shares; 2024Q4: 35,222 shares; 2025Q1: 36,610 shares; 2025Q2: 35,843 shares; 2025Q3: 37,835 shares; 2025Q4: 38,332 shares 38,332 $4.61M 0.39% +497 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,728 shares; 2024Q4: 44,729 shares; 2025Q1: 46,776 shares; 2025Q2: 42,880 shares; 2025Q3: 32,364 shares; 2025Q4: 32,364 shares 32,364 $4.42M 0.37% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,160 shares; 2024Q4: 78,337 shares; 2025Q1: 81,586 shares; 2025Q2: 81,679 shares; 2025Q3: 83,248 shares; 2025Q4: 82,584 shares 82,584 $4.41M 0.37% -664 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: 13,077 shares; 2024Q4: 13,456 shares; 2025Q1: 13,766 shares; 2025Q2: 13,818 shares; 2025Q3: 14,192 shares; 2025Q4: 14,332 shares 14,332 $4.38M 0.37% +140 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,432 shares; 2024Q4: 46,479 shares; 2025Q1: 47,773 shares; 2025Q2: 48,042 shares; 2025Q3: 48,854 shares; 2025Q4: 49,837 shares 49,837 $4.35M 0.37% +983 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,933 shares; 2024Q4: 80,838 shares; 2025Q1: 82,615 shares; 2025Q2: 83,407 shares; 2025Q3: 85,428 shares; 2025Q4: 87,204 shares 87,204 $4.29M 0.36% +1,776 Timeline SPYM 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: 14,425 shares; 2025Q4: 53,192 shares 53,192 $4.27M 0.36% +38,767 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,938 shares; 2024Q4: 98,858 shares; 2025Q1: 100,558 shares; 2025Q2: 100,531 shares; 2025Q3: 102,238 shares; 2025Q4: 101,444 shares 101,444 $4.13M 0.35% -794 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: 12,723 shares; 2024Q4: 13,275 shares; 2025Q1: 13,618 shares; 2025Q2: 16,003 shares; 2025Q3: 16,501 shares; 2025Q4: 16,926 shares 16,926 $3.91M 0.33% +425 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,001 shares; 2024Q4: 36,469 shares; 2025Q1: 37,871 shares; 2025Q2: 38,032 shares; 2025Q3: 39,595 shares; 2025Q4: 40,342 shares 40,342 $3.88M 0.33% +747 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,234 shares; 2025Q1: 7,630 shares; 2025Q2: 7,785 shares; 2025Q3: 8,036 shares; 2025Q4: 7,865 shares 7,865 $3.8M 0.32% -171 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: 42,024 shares; 2024Q4: 40,811 shares; 2025Q1: 39,682 shares; 2025Q2: 38,852 shares; 2025Q3: 39,203 shares; 2025Q4: 39,191 shares 39,191 $3.76M 0.32% -12 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: 2,054 shares; 2024Q4: 2,096 shares; 2025Q1: 10,973 shares; 2025Q2: 10,995 shares; 2025Q3: 11,254 shares; 2025Q4: 10,755 shares 10,755 $3.7M 0.31% -499 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: 20,558 shares; 2024Q4: 20,880 shares; 2025Q1: 22,589 shares; 2025Q2: 23,312 shares; 2025Q3: 24,787 shares; 2025Q4: 23,712 shares 23,712 $3.4M 0.29% -1,075 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,803 shares; 2024Q4: 119,846 shares; 2025Q1: 127,738 shares; 2025Q2: 131,224 shares; 2025Q3: 133,822 shares; 2025Q4: 129,218 shares 129,218 $3.22M 0.27% -4,604 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 14,026 shares 14,026 $3.12M 0.26% new 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: 5,713 shares; 2024Q4: 6,484 shares; 2025Q1: 8,488 shares; 2025Q2: 9,171 shares; 2025Q3: 9,811 shares; 2025Q4: 9,829 shares 9,829 $3.08M 0.26% +18 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,374 shares; 2024Q4: 32,053 shares; 2025Q1: 34,117 shares; 2025Q2: 34,504 shares; 2025Q3: 35,094 shares; 2025Q4: 33,402 shares 33,402 $2.97M 0.25% -1,692 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: 8,086 shares; 2024Q4: 8,287 shares; 2025Q1: 8,283 shares; 2025Q2: 8,512 shares; 2025Q3: 9,846 shares; 2025Q4: 9,429 shares 9,429 $2.95M 0.25% -417 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,439 shares; 2024Q4: 17,867 shares; 2025Q1: 17,876 shares; 2025Q2: 17,788 shares; 2025Q3: 17,798 shares; 2025Q4: 17,807 shares 17,807 $2.91M 0.24% +9 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,260 shares; 2024Q4: 90,757 shares; 2025Q1: 89,354 shares; 2025Q2: 86,748 shares; 2025Q3: 86,342 shares; 2025Q4: 85,362 shares 85,362 $2.8M 0.24% -980 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,465 shares; 2024Q4: 60,830 shares; 2025Q1: 21,249 shares; 2025Q2: 21,092 shares; 2025Q3: 21,109 shares; 2025Q4: 20,843 shares 20,843 $2.77M 0.23% -266 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,933 shares; 2024Q4: 73,188 shares; 2025Q1: 75,299 shares; 2025Q2: 77,761 shares; 2025Q3: 83,964 shares; 2025Q4: 97,211 shares 97,211 $2.58M 0.22% +13,247 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: 90,549 shares; 2024Q4: 102,474 shares; 2025Q1: 159,256 shares; 2025Q2: 23,394 shares; 2025Q3: 24,362 shares; 2025Q4: 23,464 shares 23,464 $2.51M 0.21% -898 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,966 shares; 2024Q4: 76,597 shares; 2025Q1: 82,005 shares; 2025Q2: 82,406 shares; 2025Q3: 82,778 shares; 2025Q4: 81,367 shares 81,367 $2.43M 0.2% -1,411 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: 3,249 shares; 2024Q4: 3,823 shares; 2025Q1: 3,843 shares; 2025Q2: 3,674 shares; 2025Q3: 3,691 shares; 2025Q4: 3,724 shares 3,724 $2.34M 0.2% +33 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: 14,440 shares; 2024Q4: 18,217 shares; 2025Q1: 17,509 shares; 2025Q2: 19,640 shares; 2025Q3: 21,295 shares; 2025Q4: 23,843 shares 23,843 $2.11M 0.18% +2,548 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,507 shares; 2024Q4: 18,640 shares; 2025Q1: 18,045 shares; 2025Q2: 19,001 shares; 2025Q3: 19,378 shares; 2025Q4: 19,207 shares 19,207 $1.76M 0.15% -171 Timeline SPMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,867 shares; 2025Q4: 14,229 shares 14,229 $1.7M 0.14% +1,362 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: 3,893 shares; 2024Q4: 3,975 shares; 2025Q1: 4,241 shares; 2025Q2: 4,189 shares; 2025Q3: 4,272 shares; 2025Q4: 4,189 shares 4,189 $1.66M 0.14% -83 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 8,264 shares; 2025Q1: 8,255 shares; 2025Q2: 8,440 shares; 2025Q3: 8,449 shares; 2025Q4: 8,687 shares 8,687 $1.63M 0.14% +238 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 14,249 shares; 2025Q1: 13,585 shares; 2025Q2: 14,339 shares; 2025Q3: 15,011 shares; 2025Q4: 15,158 shares 15,158 $1.58M 0.13% +147 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 3,506 shares; 2025Q1: 4,162 shares; 2025Q2: 4,394 shares; 2025Q3: 4,050 shares; 2025Q4: 4,265 shares 4,265 $1.5M 0.13% +215 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: 50,225 shares; 2024Q4: 80,970 shares; 2025Q1: 80,970 shares; 2025Q2: 82,470 shares; 2025Q3: 82,470 shares; 2025Q4: 82,470 shares 82,470 $1.48M 0.12% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,255 shares; 2024Q4: 29,139 shares; 2025Q1: 28,952 shares; 2025Q2: 30,693 shares; 2025Q3: 30,696 shares; 2025Q4: 31,201 shares 31,201 $1.46M 0.12% +505 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,411 shares; 2024Q4: 44,094 shares; 2025Q1: 41,173 shares; 2025Q2: 41,162 shares; 2025Q3: 40,471 shares; 2025Q4: 40,471 shares 40,471 $1.46M 0.12% 0 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: 5,413 shares; 2024Q4: 4,605 shares; 2025Q1: 4,502 shares; 2025Q2: 4,555 shares; 2025Q3: 4,562 shares; 2025Q4: 4,478 shares 4,478 $1.38M 0.12% -84 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 4,145 shares; 2025Q1: 4,104 shares; 2025Q2: 4,096 shares; 2025Q3: 4,100 shares; 2025Q4: 4,062 shares 4,062 $1.36M 0.11% -38 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: 3,323 shares; 2024Q4: 4,025 shares; 2025Q1: 4,128 shares; 2025Q2: 4,289 shares; 2025Q3: 4,239 shares; 2025Q4: 3,826 shares 3,826 $1.28M 0.11% -413 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 16,008 shares; 2025Q1: 16,012 shares; 2025Q2: 15,913 shares; 2025Q3: 18,664 shares; 2025Q4: 19,740 shares 19,740 $1.23M 0.1% +1,076 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: 2,094 shares; 2024Q4: 1,929 shares; 2025Q1: 1,959 shares; 2025Q2: 1,880 shares; 2025Q3: 1,924 shares; 2025Q4: 1,940 shares 1,940 $1.19M 0.1% +16 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,902 shares; 2024Q4: 24,497 shares; 2025Q1: 24,225 shares; 2025Q2: 23,844 shares; 2025Q3: 26,189 shares; 2025Q4: 30,695 shares 30,695 $1.13M 0.1% +4,506 Timeline QUS 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: 6,553 shares; 2024Q4: 6,523 shares; 2025Q1: 6,497 shares; 2025Q2: 6,438 shares; 2025Q3: 6,397 shares; 2025Q4: 6,397 shares 6,397 $1.11M 0.09% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,511 shares; 2025Q1: 2,256 shares; 2025Q2: 2,679 shares; 2025Q3: 2,188 shares; 2025Q4: 2,207 shares 2,207 $1.11M 0.09% +19 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,679 shares; 2024Q4: 17,079 shares; 2025Q1: 16,533 shares; 2025Q2: 17,047 shares; 2025Q3: 18,619 shares; 2025Q4: 20,435 shares 20,435 $1.1M 0.09% +1,816 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: 836 shares; 2024Q4: 1,003 shares; 2025Q1: 1,267 shares; 2025Q2: 1,420 shares; 2025Q3: 1,470 shares; 2025Q4: 1,578 shares 1,578 $1.04M 0.09% +108 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: 606 shares; 2024Q4: 549 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 568 shares; 2025Q4: 947 shares 947 $1.02M 0.09% +379 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 5,809 shares; 2025Q3: 6,191 shares; 2025Q4: 5,291 shares 5,291 $953K 0.08% -900 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,997 shares; 2024Q4: 322,675 shares; 2025Q1: 245,383 shares; 2025Q2: 19,491 shares; 2025Q3: 18,436 shares; 2025Q4: 18,431 shares 18,431 $927K 0.08% -5 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 2,862 shares; 2025Q3: 2,849 shares; 2025Q4: 2,849 shares 2,849 $922K 0.08% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,478 shares; 2024Q4: 44,913 shares; 2025Q1: 35,368 shares; 2025Q2: 28,895 shares; 2025Q3: 28,686 shares; 2025Q4: 30,891 shares 30,891 $880K 0.07% +2,205 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 6,688 shares; 2025Q1: 6,688 shares; 2025Q2: 6,688 shares; 2025Q3: 6,715 shares; 2025Q4: 7,438 shares 7,438 $872K 0.07% +723 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: 16,924 shares; 2024Q4: 16,329 shares; 2025Q1: 16,330 shares; 2025Q2: 16,332 shares; 2025Q3: 16,482 shares; 2025Q4: 16,073 shares 16,073 $867K 0.07% -409 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: 6,506 shares; 2024Q4: 6,363 shares; 2025Q1: 6,431 shares; 2025Q2: 6,045 shares; 2025Q3: 6,045 shares; 2025Q4: 6,094 shares 6,094 $849K 0.07% +49 Timeline GDX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,793 shares; 2025Q4: 9,605 shares 9,605 $824K 0.07% +1,812 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: 2,957 shares; 2024Q4: 2,928 shares; 2025Q1: 2,827 shares; 2025Q2: 2,742 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares 2,766 $819K 0.07% 0 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: 1,202 shares; 2024Q4: 1,231 shares; 2025Q1: 1,251 shares; 2025Q2: 1,217 shares; 2025Q3: 1,220 shares; 2025Q4: 1,246 shares 1,246 $814K 0.07% +26 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $812K 0.07% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,501 shares; 2024Q4: 174,559 shares; 2025Q1: 174,518 shares; 2025Q2: 10,487 shares; 2025Q3: 9,488 shares; 2025Q4: 7,788 shares 7,788 $798K 0.07% -1,700 Timeline DES 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: 16,184 shares; 2024Q4: 15,485 shares; 2025Q1: 15,059 shares; 2025Q2: 23,991 shares; 2025Q3: 23,991 shares; 2025Q4: 23,817 shares 23,817 $797K 0.07% -174 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,767 shares; 2024Q4: 11,531 shares; 2025Q1: 11,197 shares; 2025Q2: 10,877 shares; 2025Q3: 10,548 shares; 2025Q4: 10,230 shares 10,230 $795K 0.07% -318 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 4,951 shares; 2025Q1: 5,224 shares; 2025Q2: 6,039 shares; 2025Q3: 6,287 shares; 2025Q4: 5,045 shares 5,045 $775K 0.07% -1,242 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,171 shares; 2024Q4: 6,036 shares; 2025Q1: 6,061 shares; 2025Q2: 5,781 shares; 2025Q3: 4,551 shares; 2025Q4: 4,497 shares 4,497 $769K 0.06% -54 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.06% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 2,340 shares; 2025Q1: 3,274 shares; 2025Q2: 3,562 shares; 2025Q3: 3,560 shares; 2025Q4: 3,296 shares 3,296 $754K 0.06% -264 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,720 shares; 2025Q2: 15,039 shares; 2025Q3: 15,586 shares; 2025Q4: 38,357 shares 38,357 $722K 0.06% +22,771 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 236 shares; 2025Q1: 303 shares; 2025Q2: 383 shares; 2025Q3: 400 shares; 2025Q4: 309 shares 309 $664K 0.06% -91 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,300 shares; 2024Q4: 32,300 shares; 2025Q1: 32,300 shares; 2025Q2: 32,300 shares; 2025Q3: 32,300 shares; 2025Q4: 32,300 shares 32,300 $649K 0.05% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,809 shares; 2025Q1: 3,010 shares; 2025Q2: 3,012 shares; 2025Q3: 2,914 shares; 2025Q4: 3,352 shares 3,352 $642K 0.05% +438 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: 1,115 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,092 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares 1,103 $632K 0.05% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,700 shares; 2025Q1: 2,275 shares; 2025Q2: 2,617 shares; 2025Q3: 2,400 shares; 2025Q4: 2,428 shares 2,428 $616K 0.05% +28 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 7,486 shares; 2025Q1: 7,914 shares; 2025Q2: 15,828 shares; 2025Q3: 15,152 shares; 2025Q4: 15,152 shares 15,152 $608K 0.05% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 4,059 shares; 2025Q1: 4,478 shares; 2025Q2: 4,435 shares; 2025Q3: 4,435 shares; 2025Q4: 4,369 shares 4,369 $608K 0.05% -66 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: 4,602 shares; 2024Q4: 4,179 shares; 2025Q1: 4,180 shares; 2025Q2: 4,181 shares; 2025Q3: 4,182 shares; 2025Q4: 4,182 shares 4,182 $600K 0.05% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 4,315 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares 4,250 $596K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,021 shares; 2025Q3: 15,028 shares; 2025Q4: 15,040 shares 15,040 $593K 0.05% +12 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 754 shares; 2025Q1: 890 shares; 2025Q2: 977 shares; 2025Q3: 1,084 shares; 2025Q4: 940 shares 940 $586K 0.05% -144 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,766 shares; 2024Q4: 10,766 shares; 2025Q1: 10,766 shares; 2025Q2: 10,766 shares; 2025Q3: 10,766 shares; 2025Q4: 10,766 shares 10,766 $583K 0.05% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 2,054 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares 2,062 $567K 0.05% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR 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: 7,608 shares; 2025Q3: 7,076 shares; 2025Q4: 6,553 shares 6,553 $553K 0.05% -523 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: 1,323 shares; 2024Q4: 1,347 shares; 2025Q1: 1,385 shares; 2025Q2: 1,344 shares; 2025Q3: 1,562 shares; 2025Q4: 1,229 shares 1,229 $553K 0.05% -333 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,426 shares; 2024Q4: 42,063 shares; 2025Q1: 37,946 shares; 2025Q2: 33,929 shares; 2025Q3: 28,039 shares; 2025Q4: 33,686 shares 33,686 $552K 0.05% +5,647 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 367 shares; 2025Q1: 408 shares; 2025Q2: 7,124 shares; 2025Q3: 7,089 shares; 2025Q4: 5,945 shares 5,945 $542K 0.05% -1,144 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 639 shares; 2025Q1: 1,100 shares; 2025Q2: 1,114 shares; 2025Q3: 1,156 shares; 2025Q4: 930 shares 930 $539K 0.05% -226 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: 2,249 shares; 2024Q4: 2,249 shares; 2025Q1: 2,249 shares; 2025Q2: 2,249 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares 2,318 $536K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 1,927 shares; 2025Q1: 2,000 shares; 2025Q2: 2,001 shares; 2025Q3: 2,039 shares; 2025Q4: 2,740 shares 2,740 $502K 0.04% +701 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: 4,177 shares; 2024Q4: 4,177 shares; 2025Q1: 4,177 shares; 2025Q2: 3,887 shares; 2025Q3: 3,887 shares; 2025Q4: 3,887 shares 3,887 $501K 0.04% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,188 shares; 2025Q1: 1,445 shares; 2025Q2: 1,773 shares; 2025Q3: 1,696 shares; 2025Q4: 1,691 shares 1,691 $501K 0.04% -5 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,389 shares; 2025Q2: 1,398 shares; 2025Q3: 1,405 shares; 2025Q4: 1,405 shares 1,405 $496K 0.04% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,994 shares; 2025Q1: 3,286 shares; 2025Q2: 3,498 shares; 2025Q3: 3,887 shares; 2025Q4: 3,949 shares 3,949 $490K 0.04% +62 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: 7,813 shares; 2024Q4: 8,113 shares; 2025Q1: 7,974 shares; 2025Q2: 8,558 shares; 2025Q3: 8,712 shares; 2025Q4: 8,713 shares 8,713 $479K 0.04% +1 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 8,809 shares; 2025Q1: 8,809 shares; 2025Q2: 8,809 shares; 2025Q3: 8,787 shares; 2025Q4: 7,931 shares 7,931 $476K 0.04% -856 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 329 shares; 2025Q1: 434 shares; 2025Q2: 493 shares; 2025Q3: 394 shares; 2025Q4: 227 shares 227 $472K 0.04% -167 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: 6,026 shares; 2024Q4: 6,029 shares; 2025Q1: 5,832 shares; 2025Q2: 5,835 shares; 2025Q3: 5,917 shares; 2025Q4: 6,119 shares 6,119 $471K 0.04% +202 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,795 shares; 2025Q1: 3,802 shares; 2025Q2: 3,803 shares; 2025Q3: 3,812 shares; 2025Q4: 3,824 shares 3,824 $465K 0.04% +12 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,789 shares; 2024Q4: 6,789 shares; 2025Q1: 6,789 shares; 2025Q2: 6,789 shares; 2025Q3: 6,760 shares; 2025Q4: 6,760 shares 6,760 $455K 0.04% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,537 shares; 2024Q4: 54,719 shares; 2025Q1: 55,015 shares; 2025Q2: 54,619 shares; 2025Q3: 54,426 shares; 2025Q4: 3,792 shares 3,792 $454K 0.04% -50,634 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,340 shares; 2025Q1: 1,325 shares; 2025Q2: 1,312 shares; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares 1,153 $449K 0.04% 0 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: 1,247 shares; 2024Q4: 1,103 shares; 2025Q1: 1,083 shares; 2025Q2: 1,228 shares; 2025Q3: 1,460 shares; 2025Q4: 1,351 shares 1,351 $446K 0.04% -109 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares 767 $437K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 5,128 shares; 2025Q1: 5,067 shares; 2025Q2: 5,331 shares; 2025Q3: 5,359 shares; 2025Q4: 5,160 shares 5,160 $435K 0.04% -199 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 4,198 shares; 2025Q1: 4,198 shares; 2025Q2: 4,198 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares 4,180 $430K 0.04% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 863 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 864 shares 864 $424K 0.04% -10 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares 1,868 $417K 0.04% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 306 shares; 2025Q4: 2,690 shares 2,690 $412K 0.03% +2,384 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: 411,236 shares; 2024Q4: 414,560 shares; 2025Q1: 384,340 shares; 2025Q2: 396,612 shares; 2025Q3: 403,927 shares; 2025Q4: 16,059 shares 16,059 $408K 0.03% -387,868 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,192 shares; 2025Q1: 2,167 shares; 2025Q2: 1,483 shares; 2025Q3: 1,505 shares; 2025Q4: 1,495 shares 1,495 $396K 0.03% -10 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: 556,548 shares; 2024Q4: 587,175 shares; 2025Q1: 677,287 shares; 2025Q2: 863,608 shares; 2025Q3: 894,019 shares; 2025Q4: 16,296 shares 16,296 $396K 0.03% -877,723 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: 1,083 shares; 2024Q4: 1,084 shares; 2025Q1: 1,144 shares; 2025Q2: 1,357 shares; 2025Q3: 1,358 shares; 2025Q4: 2,745 shares 2,745 $395K 0.03% +1,387 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,807 shares; 2024Q4: 4,071 shares; 2025Q1: 4,312 shares; 2025Q2: 4,351 shares; 2025Q3: 4,365 shares; 2025Q4: 8,778 shares 8,778 $392K 0.03% +4,413 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: not reported; 2025Q1: 10,574 shares; 2025Q2: 9,944 shares; 2025Q3: 10,323 shares; 2025Q4: 10,564 shares 10,564 $390K 0.03% +241 Timeline DGS 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: 286,360 shares; 2024Q4: 8,348 shares; 2025Q1: 6,576 shares; 2025Q2: 7,075 shares; 2025Q3: 6,751 shares; 2025Q4: 6,751 shares 6,751 $386K 0.03% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,328 shares; 2025Q1: 3,033 shares; 2025Q2: 2,817 shares; 2025Q3: 2,884 shares; 2025Q4: 2,788 shares 2,788 $380K 0.03% -96 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 273 shares; 2025Q1: 275 shares; 2025Q2: 273 shares; 2025Q3: 282 shares; 2025Q4: 3,991 shares 3,991 $374K 0.03% +3,709 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,854 shares; 2024Q4: 5,854 shares; 2025Q1: 5,854 shares; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 5,854 shares 5,854 $362K 0.03% 0 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: 7,953 shares; 2024Q4: 7,588 shares; 2025Q1: 4,003 shares; 2025Q2: 2,568 shares; 2025Q3: 4,038 shares; 2025Q4: 4,012 shares 4,012 $359K 0.03% -26 Timeline SPYV 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: 12,103 shares; 2024Q4: 12,103 shares; 2025Q1: 6,255 shares; 2025Q2: 6,192 shares; 2025Q3: 6,192 shares; 2025Q4: 6,192 shares 6,192 $352K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares 1,074 $352K 0.03% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 911 shares; 2025Q1: 985 shares; 2025Q2: 1,225 shares; 2025Q3: 1,458 shares; 2025Q4: 1,386 shares 1,386 $350K 0.03% -72 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares 8,700 $344K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,892 shares; 2025Q1: 2,892 shares; 2025Q2: 2,892 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares 2,923 $339K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,108 shares; 2025Q1: 1,109 shares; 2025Q2: 1,110 shares; 2025Q3: 966 shares; 2025Q4: 966 shares 966 $339K 0.03% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 1,287 shares; 2025Q4: 1,488 shares 1,488 $333K 0.03% +201 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 4,349 shares; 2025Q1: 4,825 shares; 2025Q2: 5,028 shares; 2025Q3: 5,561 shares; 2025Q4: 5,625 shares 5,625 $322K 0.03% +64 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: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,494 shares; 2025Q3: 2,554 shares; 2025Q4: 2,554 shares 2,554 $320K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 1,964 shares; 2025Q4: 1,965 shares 1,965 $315K 0.03% +1 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 11,811 shares; 2025Q1: 14,507 shares; 2025Q2: 10,189 shares; 2025Q3: 10,237 shares; 2025Q4: 10,590 shares 10,590 $314K 0.03% +353 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 772 shares; 2025Q2: 822 shares; 2025Q3: 843 shares; 2025Q4: 843 shares 843 $312K 0.03% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 2,743 shares; 2025Q1: 2,221 shares; 2025Q2: 2,259 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares 2,260 $309K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,526 shares; 2024Q4: 12,526 shares; 2025Q1: 12,415 shares; 2025Q2: 11,283 shares; 2025Q3: 11,460 shares; 2025Q4: 12,440 shares 12,440 $309K 0.03% +980 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 3,829 shares; 2025Q1: 3,829 shares; 2025Q2: 3,829 shares; 2025Q3: 3,851 shares; 2025Q4: 3,851 shares 3,851 $304K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,825 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,885 shares; 2025Q4: 1,870 shares 1,870 $304K 0.03% -15 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,299 shares; 2025Q1: 3,303 shares; 2025Q2: 3,308 shares; 2025Q3: 3,313 shares; 2025Q4: 3,318 shares 3,318 $303K 0.03% +5 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: 1,785 shares; 2024Q4: 1,547 shares; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,430 shares; 2025Q4: 1,519 shares 1,519 $296K 0.02% +89 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 1,974 shares; 2025Q1: 1,975 shares; 2025Q2: 1,402 shares; 2025Q3: 1,414 shares; 2025Q4: 1,415 shares 1,415 $295K 0.02% +1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares 1,494 $292K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares 1,073 $291K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,631 shares 1,631 $290K 0.02% new Timeline SPXT PROSHARES TR More: the full row for PROSHARES 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: 3,568 shares; 2025Q4: 2,715 shares 2,715 $282K 0.02% -853 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 874 shares; 2025Q4: 874 shares 874 $278K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 3,770 shares; 2025Q1: 3,707 shares; 2025Q2: 3,707 shares; 2025Q3: 3,729 shares; 2025Q4: 3,729 shares 3,729 $275K 0.02% 0 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: 4,601 shares; 2024Q4: 5,394 shares; 2025Q1: 3,000 shares; 2025Q2: 3,002 shares; 2025Q3: 2,922 shares; 2025Q4: 2,924 shares 2,924 $272K 0.02% +2 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 1,207 shares; 2025Q3: 1,228 shares; 2025Q4: 1,247 shares 1,247 $271K 0.02% +19 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: 537 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 490 shares; 2025Q4: 495 shares 495 $259K 0.02% +5 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,716 shares; 2024Q4: 73,716 shares; 2025Q1: 73,716 shares; 2025Q2: 73,716 shares; 2025Q3: 73,716 shares; 2025Q4: 73,716 shares 73,716 $257K 0.02% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 4,896 shares; 2025Q1: 6,320 shares; 2025Q2: 6,956 shares; 2025Q3: 7,556 shares; 2025Q4: 2,950 shares 2,950 $253K 0.02% -4,606 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: 2,916 shares; 2024Q4: 2,916 shares; 2025Q1: 2,916 shares; 2025Q2: 2,916 shares; 2025Q3: 2,936 shares; 2025Q4: 3,371 shares 3,371 $248K 0.02% +435 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,311 shares; 2025Q3: 2,936 shares; 2025Q4: 3,162 shares 3,162 $241K 0.02% +226 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: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares 397 $240K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares 358 $237K 0.02% new Timeline TLH 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: 181,906 shares; 2024Q4: 190,649 shares; 2025Q1: 225,182 shares; 2025Q2: 3,563 shares; 2025Q3: 3,387 shares; 2025Q4: 2,308 shares 2,308 $235K 0.02% -1,079 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 2,327 shares; 2025Q1: 2,347 shares; 2025Q2: 2,377 shares; 2025Q3: 2,386 shares; 2025Q4: 2,486 shares 2,486 $233K 0.02% +100 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,890 shares 11,890 $232K 0.02% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 508 shares; 2025Q4: 508 shares 508 $231K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,753 shares 2,753 $225K 0.02% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,899 shares; 2025Q1: 3,929 shares; 2025Q2: 2,403 shares; 2025Q3: 2,199 shares; 2025Q4: 2,248 shares 2,248 $224K 0.02% +49 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 771 shares; 2025Q4: 773 shares 773 $224K 0.02% +2 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: 4,966 shares; 2024Q4: 4,966 shares; 2025Q1: 4,966 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,667 shares 4,667 $223K 0.02% -299 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 5,085 shares; 2025Q3: 5,085 shares; 2025Q4: 5,085 shares 5,085 $222K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares 1,386 $222K 0.02% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,968 shares; 2025Q1: 3,165 shares; 2025Q2: 2,657 shares; 2025Q3: 2,257 shares; 2025Q4: 2,209 shares 2,209 $216K 0.02% -48 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $213K 0.02% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: 878 shares; 2025Q4: 878 shares 878 $211K 0.02% 0 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,451 shares; 2024Q4: 4,451 shares; 2025Q1: 4,451 shares; 2025Q2: 4,451 shares; 2025Q3: 4,451 shares; 2025Q4: 4,451 shares 4,451 $208K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,256 shares; 2025Q3: 5,113 shares; 2025Q4: 3,845 shares 3,845 $207K 0.02% -1,268 Timeline SCHM 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: 2,647 shares; 2024Q4: 8,498 shares; 2025Q1: 7,849 shares; 2025Q2: not reported; 2025Q3: 6,974 shares; 2025Q4: 6,834 shares 6,834 $206K 0.02% -140 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares 1,450 $205K 0.02% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 365 shares 365 $205K 0.02% -90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,961 shares; 2025Q3: not reported; 2025Q4: 2,913 shares 2,913 $204K 0.02% new Timeline