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: 140,658 shares; 2024Q4: 145,318 shares; 2025Q1: 161,365 shares; 2025Q2: 188,957 shares; 2025Q3: 180,934 shares; 2025Q4: 185,785 shares 185,785 $62.3M 4.12% +4,851 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: 202,861 shares; 2024Q4: 200,107 shares; 2025Q1: 184,162 shares; 2025Q2: 183,468 shares; 2025Q3: 182,987 shares; 2025Q4: 186,831 shares 186,831 $60.2M 3.98% +3,844 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: 206,239 shares; 2024Q4: 200,554 shares; 2025Q1: 178,490 shares; 2025Q2: 188,256 shares; 2025Q3: 181,306 shares; 2025Q4: 169,687 shares 169,687 $58.7M 3.88% -11,619 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: 58,706 shares; 2024Q4: 59,553 shares; 2025Q1: 64,026 shares; 2025Q2: 75,888 shares; 2025Q3: 78,455 shares; 2025Q4: 81,145 shares 81,145 $55.6M 3.68% +2,690 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,955 shares; 2024Q4: 251,869 shares; 2025Q1: 264,663 shares; 2025Q2: 319,095 shares; 2025Q3: 314,448 shares; 2025Q4: 322,597 shares 322,597 $54.2M 3.58% +8,149 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: 155,331 shares; 2024Q4: 156,142 shares; 2025Q1: 154,755 shares; 2025Q2: 154,887 shares; 2025Q3: 156,955 shares; 2025Q4: 167,506 shares 167,506 $45.5M 3.01% +10,551 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: 467,185 shares; 2024Q4: 488,083 shares; 2025Q1: 534,596 shares; 2025Q2: 451,523 shares; 2025Q3: 500,614 shares; 2025Q4: 532,586 shares 532,586 $44.6M 2.95% +31,972 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: 77,410 shares; 2024Q4: 79,642 shares; 2025Q1: 83,478 shares; 2025Q2: 82,564 shares; 2025Q3: 81,876 shares; 2025Q4: 83,006 shares 83,006 $40.1M 2.66% +1,130 Timeline GVI 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: 344,248 shares; 2024Q4: 343,928 shares; 2025Q1: 358,228 shares; 2025Q2: 337,699 shares; 2025Q3: 360,333 shares; 2025Q4: 373,765 shares 373,765 $40.1M 2.65% +13,432 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,547 shares; 2024Q4: 237,469 shares; 2025Q1: 267,832 shares; 2025Q2: 310,093 shares; 2025Q3: 341,885 shares; 2025Q4: 349,317 shares 349,317 $35.8M 2.37% +7,432 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: 160,620 shares; 2024Q4: 165,229 shares; 2025Q1: 169,225 shares; 2025Q2: 174,871 shares; 2025Q3: 177,165 shares; 2025Q4: 182,758 shares 182,758 $34.1M 2.25% +5,593 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: 128,495 shares; 2024Q4: 129,877 shares; 2025Q1: 133,863 shares; 2025Q2: 139,838 shares; 2025Q3: 142,500 shares; 2025Q4: 145,785 shares 145,785 $33.7M 2.23% +3,285 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: 251,259 shares; 2024Q4: 241,021 shares; 2025Q1: 240,245 shares; 2025Q2: 229,332 shares; 2025Q3: 229,867 shares; 2025Q4: 232,165 shares 232,165 $27.9M 1.85% +2,298 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: 188,989 shares; 2024Q4: 192,022 shares; 2025Q1: 203,337 shares; 2025Q2: 276,408 shares; 2025Q3: 311,750 shares; 2025Q4: 338,156 shares 338,156 $27M 1.78% +26,406 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: 40,637 shares; 2024Q4: 40,744 shares; 2025Q1: 39,687 shares; 2025Q2: 40,200 shares; 2025Q3: 40,532 shares; 2025Q4: 40,530 shares 40,530 $26.8M 1.77% -2 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: 92,631 shares; 2024Q4: 88,432 shares; 2025Q1: 91,410 shares; 2025Q2: 93,517 shares; 2025Q3: 93,406 shares; 2025Q4: 119,789 shares 119,789 $23.4M 1.55% +26,383 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: 71,860 shares; 2024Q4: 73,447 shares; 2025Q1: 69,751 shares; 2025Q2: 71,264 shares; 2025Q3: 71,755 shares; 2025Q4: 72,265 shares 72,265 $22.7M 1.5% +510 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,933 shares; 2024Q4: 109,935 shares; 2025Q1: 110,604 shares; 2025Q2: 110,164 shares; 2025Q3: 109,773 shares; 2025Q4: 134,592 shares 134,592 $21.8M 1.44% +24,819 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: 65,382 shares; 2024Q4: 74,931 shares; 2025Q1: 61,604 shares; 2025Q2: 87,200 shares; 2025Q3: 92,773 shares; 2025Q4: 147,512 shares 147,512 $21.2M 1.4% +54,739 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: 99,648 shares; 2024Q4: 101,574 shares; 2025Q1: 138,604 shares; 2025Q2: 253,184 shares; 2025Q3: 257,151 shares; 2025Q4: 263,427 shares 263,427 $21.1M 1.4% +6,276 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: 120,202 shares; 2024Q4: 121,226 shares; 2025Q1: 121,591 shares; 2025Q2: 131,824 shares; 2025Q3: 132,655 shares; 2025Q4: 135,309 shares 135,309 $20.8M 1.37% +2,654 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: 73,277 shares; 2024Q4: 83,647 shares; 2025Q1: 83,408 shares; 2025Q2: 86,365 shares; 2025Q3: 89,768 shares; 2025Q4: 86,140 shares 86,140 $19.7M 1.3% -3,628 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: 10,857 shares; 2024Q4: 10,867 shares; 2025Q1: 20,985 shares; 2025Q2: 20,593 shares; 2025Q3: 23,611 shares; 2025Q4: 28,490 shares 28,490 $18.9M 1.25% +4,879 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: 139,128 shares; 2024Q4: 135,041 shares; 2025Q1: 121,405 shares; 2025Q2: 122,478 shares; 2025Q3: 121,382 shares; 2025Q4: 116,687 shares 116,687 $18.7M 1.24% -4,695 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: 20,948 shares; 2024Q4: 20,308 shares; 2025Q1: 20,346 shares; 2025Q2: 20,969 shares; 2025Q3: 21,131 shares; 2025Q4: 20,055 shares 20,055 $17.6M 1.17% -1,076 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,942 shares; 2024Q4: 93,483 shares; 2025Q1: 93,001 shares; 2025Q2: 95,785 shares; 2025Q3: 97,221 shares; 2025Q4: 97,300 shares 97,300 $17.3M 1.14% +79 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: 5,991 shares; 2024Q4: 33,997 shares; 2025Q1: 36,084 shares; 2025Q2: 37,748 shares; 2025Q3: 41,436 shares; 2025Q4: 47,775 shares 47,775 $14.6M 0.97% +6,339 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: 176,955 shares; 2024Q4: 179,748 shares; 2025Q1: 196,224 shares; 2025Q2: 201,325 shares; 2025Q3: 197,296 shares; 2025Q4: 198,036 shares 198,036 $13.8M 0.92% +740 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: 74,043 shares; 2024Q4: 76,722 shares; 2025Q1: 90,846 shares; 2025Q2: 89,757 shares; 2025Q3: 99,180 shares; 2025Q4: 94,556 shares 94,556 $13.6M 0.9% -4,624 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: 204,955 shares; 2024Q4: 196,822 shares; 2025Q1: 256,534 shares; 2025Q2: 249,034 shares; 2025Q3: 239,301 shares; 2025Q4: 246,236 shares 246,236 $13.5M 0.9% +6,935 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: 28,867 shares; 2024Q4: 31,278 shares; 2025Q1: 31,912 shares; 2025Q2: 31,358 shares; 2025Q3: 30,538 shares; 2025Q4: 38,435 shares 38,435 $13.5M 0.89% +7,897 Timeline VGIT 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: 279 shares; 2024Q4: 1,294 shares; 2025Q1: not reported; 2025Q2: 146,598 shares; 2025Q3: 181,767 shares; 2025Q4: 202,108 shares 202,108 $12.1M 0.8% +20,341 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: 21,200 shares; 2024Q4: 21,082 shares; 2025Q1: 20,468 shares; 2025Q2: 20,753 shares; 2025Q3: 20,963 shares; 2025Q4: 20,488 shares 20,488 $11.7M 0.78% -475 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: 49,924 shares; 2024Q4: 49,518 shares; 2025Q1: 49,683 shares; 2025Q2: 49,884 shares; 2025Q3: 50,503 shares; 2025Q4: 50,291 shares 50,291 $11.6M 0.77% -212 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN 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: 18,815 shares; 2025Q2: 19,778 shares; 2025Q3: 20,141 shares; 2025Q4: 20,575 shares 20,575 $11.4M 0.75% +434 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: 16,945 shares; 2024Q4: 18,152 shares; 2025Q1: 18,458 shares; 2025Q2: 19,322 shares; 2025Q3: 19,312 shares; 2025Q4: 19,493 shares 19,493 $11.1M 0.74% +181 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: 10,442 shares; 2024Q4: 10,130 shares; 2025Q1: 12,916 shares; 2025Q2: 22,660 shares; 2025Q3: 42,940 shares; 2025Q4: 41,173 shares 41,173 $11M 0.73% -1,767 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,421 shares; 2025Q3: 30,890 shares; 2025Q4: 31,374 shares 31,374 $11M 0.73% +484 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: 34,720 shares; 2024Q4: 30,770 shares; 2025Q1: 30,678 shares; 2025Q2: 31,321 shares; 2025Q3: 31,256 shares; 2025Q4: 31,197 shares 31,197 $11M 0.73% -59 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,527 shares; 2024Q4: 67,998 shares; 2025Q1: 75,593 shares; 2025Q2: 86,666 shares; 2025Q3: 88,307 shares; 2025Q4: 89,918 shares 89,918 $10.8M 0.71% +1,611 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: 154,274 shares; 2024Q4: 159,106 shares; 2025Q1: 172,963 shares; 2025Q2: 194,632 shares; 2025Q3: 190,531 shares; 2025Q4: 196,161 shares 196,161 $10.5M 0.7% +5,630 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,701 shares; 2024Q4: 11,777 shares; 2025Q1: 10,284 shares; 2025Q2: 10,713 shares; 2025Q3: 10,258 shares; 2025Q4: 15,396 shares 15,396 $10.5M 0.69% +5,138 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,928 shares; 2024Q4: 96,954 shares; 2025Q1: 97,646 shares; 2025Q2: 100,484 shares; 2025Q3: 99,839 shares; 2025Q4: 100,428 shares 100,428 $10.3M 0.68% +589 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,483 shares; 2024Q4: 30,735 shares; 2025Q1: 29,983 shares; 2025Q2: 30,512 shares; 2025Q3: 30,567 shares; 2025Q4: 30,641 shares 30,641 $10.3M 0.68% +74 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,427 shares; 2024Q4: 109,888 shares; 2025Q1: 109,812 shares; 2025Q2: 80,550 shares; 2025Q3: 79,617 shares; 2025Q4: 77,398 shares 77,398 $9.98M 0.66% -2,219 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,797 shares; 2024Q4: 19,880 shares; 2025Q1: 18,770 shares; 2025Q2: 19,466 shares; 2025Q3: 19,730 shares; 2025Q4: 20,270 shares 20,270 $9.5M 0.63% +540 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,193 shares; 2024Q4: 259,474 shares; 2025Q1: 262,382 shares; 2025Q2: 268,383 shares; 2025Q3: 270,428 shares; 2025Q4: 269,347 shares 269,347 $9.5M 0.63% -1,081 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,681 shares; 2024Q4: 125,933 shares; 2025Q1: 126,200 shares; 2025Q2: 119,438 shares; 2025Q3: 73,420 shares; 2025Q4: 70,181 shares 70,181 $9.48M 0.63% -3,239 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,802 shares; 2024Q4: 34,031 shares; 2025Q1: 33,416 shares; 2025Q2: 34,293 shares; 2025Q3: 34,573 shares; 2025Q4: 34,322 shares 34,322 $9.37M 0.62% -251 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: 36,618 shares; 2024Q4: 36,191 shares; 2025Q1: 35,987 shares; 2025Q2: 36,310 shares; 2025Q3: 36,315 shares; 2025Q4: 54,504 shares 54,504 $9.32M 0.62% +18,189 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: 28,961 shares; 2024Q4: 29,802 shares; 2025Q1: 27,757 shares; 2025Q2: 29,612 shares; 2025Q3: 30,420 shares; 2025Q4: 31,456 shares 31,456 $9.13M 0.6% +1,036 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,226 shares; 2024Q4: 189,066 shares; 2025Q1: 208,526 shares; 2025Q2: 213,415 shares; 2025Q3: 233,503 shares; 2025Q4: 242,738 shares 242,738 $9.08M 0.6% +9,235 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: not reported; 2024Q4: 15,329 shares; 2025Q1: 31,226 shares; 2025Q2: 34,215 shares; 2025Q3: 35,020 shares; 2025Q4: 39,630 shares 39,630 $9.07M 0.6% +4,610 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,156 shares; 2025Q3: 65,427 shares; 2025Q4: 94,051 shares 94,051 $9.03M 0.6% +28,624 Timeline MGV 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: 35,702 shares; 2024Q4: 36,233 shares; 2025Q1: 40,136 shares; 2025Q2: 51,615 shares; 2025Q3: 57,438 shares; 2025Q4: 61,000 shares 61,000 $8.61M 0.57% +3,562 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: 9,378 shares; 2024Q4: 9,319 shares; 2025Q1: 9,281 shares; 2025Q2: 9,576 shares; 2025Q3: 8,863 shares; 2025Q4: 9,717 shares 9,717 $8.38M 0.55% +854 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,370 shares; 2024Q4: 91,831 shares; 2025Q1: 193,224 shares; 2025Q2: 199,289 shares; 2025Q3: 203,673 shares; 2025Q4: 150,022 shares 150,022 $8.08M 0.53% -53,651 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,523 shares; 2024Q4: 126,028 shares; 2025Q1: 124,584 shares; 2025Q2: 114,528 shares; 2025Q3: 113,743 shares; 2025Q4: 114,058 shares 114,058 $7.98M 0.53% +315 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: 49,785 shares; 2024Q4: 47,596 shares; 2025Q1: 47,748 shares; 2025Q2: 47,435 shares; 2025Q3: 47,803 shares; 2025Q4: 48,458 shares 48,458 $7.39M 0.49% +655 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,618 shares; 2024Q4: 77,563 shares; 2025Q1: 81,914 shares; 2025Q2: 84,940 shares; 2025Q3: 85,908 shares; 2025Q4: 85,863 shares 85,863 $7.32M 0.48% -45 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,067 shares; 2025Q1: 7,507 shares; 2025Q2: 7,900 shares; 2025Q3: 7,930 shares; 2025Q4: 6,441 shares 6,441 $6.89M 0.46% -1,489 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: 6,931 shares; 2025Q1: 7,693 shares; 2025Q2: 8,094 shares; 2025Q3: 9,458 shares; 2025Q4: 9,643 shares 9,643 $6.52M 0.43% +185 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,357 shares; 2025Q1: 1,389 shares; 2025Q2: 1,210 shares; 2025Q3: 1,200 shares; 2025Q4: 1,195 shares 1,195 $6.4M 0.42% -5 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 86,910 shares; 2025Q2: 108,009 shares; 2025Q3: 95,753 shares; 2025Q4: 139,892 shares 139,892 $6.4M 0.42% +44,139 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,914 shares; 2024Q4: 20,547 shares; 2025Q1: 21,178 shares; 2025Q2: 21,874 shares; 2025Q3: 21,655 shares; 2025Q4: 21,730 shares 21,730 $6.27M 0.42% +75 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 28,956 shares; 2025Q3: 40,185 shares; 2025Q4: 49,552 shares 49,552 $6.27M 0.41% +9,367 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 6,561 shares; 2025Q1: 6,549 shares; 2025Q2: 5,789 shares; 2025Q3: 5,862 shares; 2025Q4: 5,126 shares 5,126 $6.23M 0.41% -736 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: 78,329 shares; 2024Q4: 23,941 shares; 2025Q1: 23,146 shares; 2025Q2: 19,450 shares; 2025Q3: 21,470 shares; 2025Q4: 29,990 shares 29,990 $6.21M 0.41% +8,520 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,323 shares; 2025Q2: 16,391 shares; 2025Q3: 16,424 shares; 2025Q4: 18,769 shares 18,769 $5.87M 0.39% +2,345 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,658 shares; 2024Q4: 18,884 shares; 2025Q1: 18,896 shares; 2025Q2: 19,417 shares; 2025Q3: 19,151 shares; 2025Q4: 19,518 shares 19,518 $5.73M 0.38% +367 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,012 shares; 2024Q4: 164,053 shares; 2025Q1: 174,329 shares; 2025Q2: 182,647 shares; 2025Q3: 181,655 shares; 2025Q4: 213,001 shares 213,001 $5.51M 0.36% +31,346 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,968 shares; 2024Q4: 104,485 shares; 2025Q1: 82,456 shares; 2025Q2: 20,748 shares; 2025Q3: 19,622 shares; 2025Q4: 19,174 shares 19,174 $5.47M 0.36% -448 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: 2,228 shares; 2024Q4: 2,223 shares; 2025Q1: 2,210 shares; 2025Q2: 2,252 shares; 2025Q3: 2,250 shares; 2025Q4: 10,349 shares 10,349 $5.41M 0.36% +8,099 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,629 shares; 2024Q4: 42,696 shares; 2025Q1: 43,145 shares; 2025Q2: 44,315 shares; 2025Q3: 45,366 shares; 2025Q4: 45,601 shares 45,601 $5.19M 0.34% +235 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,785 shares; 2024Q4: 24,202 shares; 2025Q1: 27,890 shares; 2025Q2: 26,375 shares; 2025Q3: 26,682 shares; 2025Q4: 24,511 shares 24,511 $4.76M 0.31% -2,171 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,270 shares; 2024Q4: 21,061 shares; 2025Q1: 24,672 shares; 2025Q2: 23,240 shares; 2025Q3: 23,252 shares; 2025Q4: 21,043 shares 21,043 $4.73M 0.31% -2,209 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: 37,590 shares; 2024Q4: 38,096 shares; 2025Q1: 40,377 shares; 2025Q2: 46,803 shares; 2025Q3: 49,232 shares; 2025Q4: 52,433 shares 52,433 $4.69M 0.31% +3,201 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,844 shares; 2024Q4: 17,476 shares; 2025Q1: 17,629 shares; 2025Q2: 17,436 shares; 2025Q3: 17,810 shares; 2025Q4: 17,622 shares 17,622 $4.53M 0.3% -188 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: 26,434 shares; 2024Q4: 25,379 shares; 2025Q1: 24,765 shares; 2025Q2: 25,572 shares; 2025Q3: 19,367 shares; 2025Q4: 18,753 shares 18,753 $4.52M 0.3% -614 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I 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: 20,776 shares; 2025Q4: 18,074 shares 18,074 $4.46M 0.3% -2,702 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: 25,192 shares; 2024Q4: 25,835 shares; 2025Q1: 25,529 shares; 2025Q2: 23,636 shares; 2025Q3: 23,119 shares; 2025Q4: 23,728 shares 23,728 $4.35M 0.29% +609 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: 6,843 shares; 2024Q4: 2,432 shares; 2025Q1: 5,776 shares; 2025Q2: 6,319 shares; 2025Q3: 14,469 shares; 2025Q4: 29,999 shares 29,999 $4.32M 0.29% +15,530 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,092 shares; 2024Q4: 8,894 shares; 2025Q1: 9,126 shares; 2025Q2: 9,444 shares; 2025Q3: 9,350 shares; 2025Q4: 9,518 shares 9,518 $4.31M 0.29% +168 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,819 shares; 2024Q4: 16,898 shares; 2025Q1: 20,368 shares; 2025Q2: 25,465 shares; 2025Q3: 68,306 shares; 2025Q4: 75,294 shares 75,294 $4.12M 0.27% +6,988 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,218 shares; 2024Q4: 54,958 shares; 2025Q1: 52,400 shares; 2025Q2: 40,356 shares; 2025Q3: 39,938 shares; 2025Q4: 37,824 shares 37,824 $3.97M 0.26% -2,114 Timeline DGRO 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: 51,852 shares; 2024Q4: 48,265 shares; 2025Q1: 50,917 shares; 2025Q2: 54,708 shares; 2025Q3: 53,785 shares; 2025Q4: 53,483 shares 53,483 $3.71M 0.25% -302 Timeline IQLT 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: 81,697 shares; 2024Q4: 71,378 shares; 2025Q1: 51,450 shares; 2025Q2: 53,184 shares; 2025Q3: 73,904 shares; 2025Q4: 79,161 shares 79,161 $3.6M 0.24% +5,257 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: 44,682 shares; 2024Q4: 44,255 shares; 2025Q1: 41,166 shares; 2025Q2: 44,131 shares; 2025Q3: 48,695 shares; 2025Q4: 47,333 shares 47,333 $3.48M 0.23% -1,362 Timeline VYMI 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: 34,224 shares; 2024Q4: 33,903 shares; 2025Q1: 30,775 shares; 2025Q2: 35,528 shares; 2025Q3: 35,743 shares; 2025Q4: 36,060 shares 36,060 $3.25M 0.21% +317 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: 8,355 shares; 2024Q4: 8,355 shares; 2025Q1: 8,355 shares; 2025Q2: 8,359 shares; 2025Q3: 8,359 shares; 2025Q4: 8,359 shares 8,359 $2.87M 0.19% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,107 shares; 2024Q4: 19,062 shares; 2025Q1: 19,822 shares; 2025Q2: 19,574 shares; 2025Q3: 19,449 shares; 2025Q4: 22,709 shares 22,709 $2.39M 0.16% +3,260 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: 40,045 shares; 2024Q4: 39,416 shares; 2025Q1: 37,531 shares; 2025Q2: 36,926 shares; 2025Q3: 36,995 shares; 2025Q4: 35,392 shares 35,392 $2.37M 0.16% -1,603 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 2,854 shares; 2025Q1: 2,843 shares; 2025Q2: 2,886 shares; 2025Q3: 12,828 shares; 2025Q4: 14,964 shares 14,964 $2.32M 0.15% +2,136 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,205 shares; 2024Q4: 85,825 shares; 2025Q1: 87,690 shares; 2025Q2: 91,866 shares; 2025Q3: 88,134 shares; 2025Q4: 88,192 shares 88,192 $2.31M 0.15% +58 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: 5,260 shares; 2024Q4: 5,355 shares; 2025Q1: 5,855 shares; 2025Q2: 6,345 shares; 2025Q3: 6,461 shares; 2025Q4: 7,247 shares 7,247 $2.27M 0.15% +786 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: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.15% 0 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,976 shares; 2024Q4: 112,962 shares; 2025Q1: 100,006 shares; 2025Q2: 80,631 shares; 2025Q3: 57,631 shares; 2025Q4: 41,631 shares 41,631 $2.24M 0.15% -16,000 Timeline PBJ 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: 47,222 shares; 2024Q4: 45,681 shares; 2025Q1: 46,932 shares; 2025Q2: 49,099 shares; 2025Q3: 46,675 shares; 2025Q4: 42,327 shares 42,327 $1.9M 0.13% -4,348 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: 4,858 shares; 2024Q4: 4,880 shares; 2025Q1: 5,046 shares; 2025Q2: 4,939 shares; 2025Q3: 5,256 shares; 2025Q4: 5,662 shares 5,662 $1.85M 0.12% +406 Timeline VOE 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: 4,629 shares; 2024Q4: 4,389 shares; 2025Q1: 4,829 shares; 2025Q2: 8,721 shares; 2025Q3: 9,400 shares; 2025Q4: 9,939 shares 9,939 $1.76M 0.12% +539 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,479 shares; 2024Q4: 24,479 shares; 2025Q1: 24,406 shares; 2025Q2: 24,530 shares; 2025Q3: 24,445 shares; 2025Q4: 23,652 shares 23,652 $1.74M 0.11% -793 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: 20,162 shares; 2024Q4: 19,678 shares; 2025Q1: 19,440 shares; 2025Q2: 6,390 shares; 2025Q3: 5,011 shares; 2025Q4: 4,834 shares 4,834 $1.63M 0.11% -177 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: 9,605 shares; 2024Q4: 9,313 shares; 2025Q1: 9,469 shares; 2025Q2: 13,409 shares; 2025Q3: 11,676 shares; 2025Q4: 12,604 shares 12,604 $1.53M 0.1% +928 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: 4,065 shares; 2024Q4: 3,803 shares; 2025Q1: 4,021 shares; 2025Q2: 4,044 shares; 2025Q3: 4,299 shares; 2025Q4: 4,954 shares 4,954 $1.53M 0.1% +655 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: 6,847 shares; 2024Q4: 31,785 shares; 2025Q1: 41,400 shares; 2025Q2: 49,631 shares; 2025Q3: 44,245 shares; 2025Q4: 53,284 shares 53,284 $1.43M 0.09% +9,039 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,356 shares; 2024Q4: 4,371 shares; 2025Q1: 4,235 shares; 2025Q2: 4,242 shares; 2025Q3: 4,005 shares; 2025Q4: 4,058 shares 4,058 $1.42M 0.09% +53 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: 16,061 shares; 2024Q4: 17,547 shares; 2025Q1: 18,820 shares; 2025Q2: 19,372 shares; 2025Q3: 19,342 shares; 2025Q4: 17,913 shares 17,913 $1.38M 0.09% -1,429 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: 2,860 shares; 2024Q4: 2,444 shares; 2025Q1: 3,066 shares; 2025Q2: 3,235 shares; 2025Q3: 3,486 shares; 2025Q4: 3,971 shares 3,971 $1.37M 0.09% +485 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: 5,973 shares; 2024Q4: 6,470 shares; 2025Q1: 6,576 shares; 2025Q2: 6,475 shares; 2025Q3: 8,513 shares; 2025Q4: 9,430 shares 9,430 $1.35M 0.09% +917 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: 30,401 shares; 2024Q4: 26,553 shares; 2025Q1: 26,184 shares; 2025Q2: 25,242 shares; 2025Q3: 5,163 shares; 2025Q4: 4,086 shares 4,086 $1.35M 0.09% -1,077 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: 5,034 shares; 2024Q4: 6,284 shares; 2025Q1: 5,856 shares; 2025Q2: 6,236 shares; 2025Q3: 6,890 shares; 2025Q4: 6,574 shares 6,574 $1.28M 0.08% -316 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: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,877 shares; 2025Q2: 1,948 shares; 2025Q3: 1,615 shares; 2025Q4: 3,191 shares 3,191 $1.18M 0.08% +1,576 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: 930 shares; 2024Q4: 887 shares; 2025Q1: 934 shares; 2025Q2: 929 shares; 2025Q3: 984 shares; 2025Q4: 1,803 shares 1,803 $1.18M 0.08% +819 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: 167,285 shares; 2024Q4: 175,649 shares; 2025Q1: 188,575 shares; 2025Q2: 39,801 shares; 2025Q3: 27,698 shares; 2025Q4: 19,718 shares 19,718 $1.16M 0.08% -7,980 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,024 shares; 2024Q4: 2,031 shares; 2025Q1: 1,616 shares; 2025Q2: 1,536 shares; 2025Q3: 1,474 shares; 2025Q4: 1,393 shares 1,393 $1.14M 0.08% -81 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: 1,767 shares; 2024Q4: 1,303 shares; 2025Q1: 1,528 shares; 2025Q2: 1,570 shares; 2025Q3: 1,692 shares; 2025Q4: 1,792 shares 1,792 $1.12M 0.07% +100 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: 3,037 shares; 2024Q4: 3,340 shares; 2025Q1: 2,531 shares; 2025Q2: 2,291 shares; 2025Q3: 2,353 shares; 2025Q4: 2,320 shares 2,320 $1.12M 0.07% -33 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: 5,928 shares; 2024Q4: 5,964 shares; 2025Q1: 6,349 shares; 2025Q2: 6,748 shares; 2025Q3: 7,465 shares; 2025Q4: 6,976 shares 6,976 $1.12M 0.07% -489 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: 2,242 shares; 2024Q4: 2,242 shares; 2025Q1: 2,242 shares; 2025Q2: 1,844 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares 1,840 $1.11M 0.07% 0 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: 27,454 shares; 2024Q4: 26,759 shares; 2025Q1: 26,891 shares; 2025Q2: 25,091 shares; 2025Q3: 21,404 shares; 2025Q4: 21,196 shares 21,196 $1.07M 0.07% -208 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,982 shares; 2025Q1: 2,212 shares; 2025Q2: 2,691 shares; 2025Q3: 2,745 shares; 2025Q4: 2,684 shares 2,684 $1.06M 0.07% -61 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: 92,202 shares; 2024Q4: 89,620 shares; 2025Q1: 16,604 shares; 2025Q2: 10,829 shares; 2025Q3: 10,719 shares; 2025Q4: 19,763 shares 19,763 $1.05M 0.07% +9,044 Timeline SHM 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: 20,953 shares; 2024Q4: 20,976 shares; 2025Q1: 22,290 shares; 2025Q2: 21,431 shares; 2025Q3: 21,400 shares; 2025Q4: 21,399 shares 21,399 $1.03M 0.07% -1 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: 34,932 shares; 2024Q4: 26,455 shares; 2025Q1: 28,800 shares; 2025Q2: 29,599 shares; 2025Q3: 30,580 shares; 2025Q4: 41,068 shares 41,068 $1.02M 0.07% +10,488 Timeline DOL 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: 12,417 shares; 2024Q4: 12,385 shares; 2025Q1: 12,777 shares; 2025Q2: 13,481 shares; 2025Q3: 15,102 shares; 2025Q4: 15,229 shares 15,229 $1M 0.07% +127 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 11,752 shares; 2025Q1: 11,636 shares; 2025Q2: 10,741 shares; 2025Q3: 12,518 shares; 2025Q4: 8,939 shares 8,939 $1M 0.07% -3,579 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: 10,946 shares; 2024Q4: 21,955 shares; 2025Q1: 22,791 shares; 2025Q2: 30,480 shares; 2025Q3: 28,605 shares; 2025Q4: 34,540 shares 34,540 $984K 0.07% +5,935 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: 406 shares; 2024Q4: 371 shares; 2025Q1: 426 shares; 2025Q2: 895 shares; 2025Q3: 850 shares; 2025Q4: 912 shares 912 $980K 0.06% +62 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 6,579 shares; 2025Q1: 6,884 shares; 2025Q2: 7,133 shares; 2025Q3: 6,193 shares; 2025Q4: 6,551 shares 6,551 $974K 0.06% +358 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: 15,001 shares; 2024Q4: 16,504 shares; 2025Q1: 15,115 shares; 2025Q2: 15,539 shares; 2025Q3: 14,263 shares; 2025Q4: 14,457 shares 14,457 $972K 0.06% +194 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: 5,071 shares; 2024Q4: 5,606 shares; 2025Q1: 5,172 shares; 2025Q2: 5,010 shares; 2025Q3: 4,760 shares; 2025Q4: 4,938 shares 4,938 $943K 0.06% +178 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: 661 shares; 2024Q4: 432 shares; 2025Q1: 579 shares; 2025Q2: 718 shares; 2025Q3: 925 shares; 2025Q4: 1,516 shares 1,516 $931K 0.06% +591 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 1,993 shares; 2025Q3: 1,976 shares; 2025Q4: 2,419 shares 2,419 $927K 0.06% +443 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 374 shares; 2025Q1: 287 shares; 2025Q2: 986 shares; 2025Q3: 697 shares; 2025Q4: 1,954 shares 1,954 $925K 0.06% +1,257 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: 3,233 shares; 2024Q4: 3,147 shares; 2025Q1: 3,390 shares; 2025Q2: 3,204 shares; 2025Q3: 2,998 shares; 2025Q4: 3,099 shares 3,099 $918K 0.06% +101 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: 3,986 shares; 2024Q4: 4,252 shares; 2025Q1: 4,241 shares; 2025Q2: 4,456 shares; 2025Q3: 4,845 shares; 2025Q4: 5,064 shares 5,064 $912K 0.06% +219 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 4,778 shares; 2025Q1: 6,179 shares; 2025Q2: 6,145 shares; 2025Q3: 6,371 shares; 2025Q4: 7,689 shares 7,689 $887K 0.06% +1,318 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,591 shares; 2025Q1: 7,671 shares; 2025Q2: 7,947 shares; 2025Q3: 7,989 shares; 2025Q4: 7,991 shares 7,991 $881K 0.06% +2 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 7,944 shares; 2025Q1: 6,958 shares; 2025Q2: 6,816 shares; 2025Q3: 6,701 shares; 2025Q4: 4,754 shares 4,754 $876K 0.06% -1,947 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: 13,888 shares; 2024Q4: 15,991 shares; 2025Q1: 19,231 shares; 2025Q2: 22,707 shares; 2025Q3: 23,513 shares; 2025Q4: 26,221 shares 26,221 $866K 0.06% +2,708 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 13,218 shares; 2025Q1: 13,254 shares; 2025Q2: 13,218 shares; 2025Q3: 13,302 shares; 2025Q4: 13,153 shares 13,153 $847K 0.06% -149 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: 16,142 shares; 2024Q4: 16,946 shares; 2025Q1: 17,091 shares; 2025Q2: 15,533 shares; 2025Q3: 15,443 shares; 2025Q4: 20,715 shares 20,715 $844K 0.06% +5,272 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: 7,228 shares; 2024Q4: 6,112 shares; 2025Q1: 6,171 shares; 2025Q2: 6,328 shares; 2025Q3: 6,863 shares; 2025Q4: 9,337 shares 9,337 $814K 0.05% +2,474 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: 4,975 shares; 2024Q4: 5,149 shares; 2025Q1: 5,478 shares; 2025Q2: 5,711 shares; 2025Q3: 6,222 shares; 2025Q4: 6,443 shares 6,443 $807K 0.05% +221 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 2,850 shares; 2025Q1: 3,356 shares; 2025Q2: 3,527 shares; 2025Q3: 3,492 shares; 2025Q4: 3,648 shares 3,648 $802K 0.05% +156 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,208 shares; 2024Q4: 55,614 shares; 2025Q1: 16,119 shares; 2025Q2: 14,061 shares; 2025Q3: 12,820 shares; 2025Q4: 5,725 shares 5,725 $790K 0.05% -7,095 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 4,500 shares; 2025Q1: 4,684 shares; 2025Q2: 6,549 shares; 2025Q3: 5,143 shares; 2025Q4: 5,027 shares 5,027 $778K 0.05% -116 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 858 shares; 2025Q1: 786 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 1,021 shares 1,021 $770K 0.05% +234 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: 5,048 shares; 2024Q4: 15,285 shares; 2025Q1: 17,797 shares; 2025Q2: 27,867 shares; 2025Q3: 26,999 shares; 2025Q4: 27,752 shares 27,752 $761K 0.05% +753 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 3,195 shares; 2025Q1: 3,675 shares; 2025Q2: 3,682 shares; 2025Q3: 3,692 shares; 2025Q4: 3,695 shares 3,695 $745K 0.05% +3 Timeline FNDX 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: 7,168 shares; 2024Q4: 22,268 shares; 2025Q1: 23,721 shares; 2025Q2: 30,031 shares; 2025Q3: 26,694 shares; 2025Q4: 27,075 shares 27,075 $737K 0.05% +381 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: 4,954 shares; 2024Q4: 7,608 shares; 2025Q1: 7,233 shares; 2025Q2: 6,840 shares; 2025Q3: 7,309 shares; 2025Q4: 7,649 shares 7,649 $713K 0.05% +340 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,509 shares; 2024Q4: 40,895 shares; 2025Q1: 40,798 shares; 2025Q2: 40,798 shares; 2025Q3: 40,798 shares; 2025Q4: 40,798 shares 40,798 $709K 0.05% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 6,388 shares; 2025Q1: 5,836 shares; 2025Q2: 5,061 shares; 2025Q3: 5,092 shares; 2025Q4: 6,205 shares 6,205 $691K 0.05% +1,113 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: 1,799 shares; 2024Q4: 2,990 shares; 2025Q1: 6,132 shares; 2025Q2: 17,351 shares; 2025Q3: 13,600 shares; 2025Q4: 28,203 shares 28,203 $678K 0.04% +14,603 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,437 shares; 2024Q4: 25,437 shares; 2025Q1: 25,465 shares; 2025Q2: 25,466 shares; 2025Q3: 15,437 shares; 2025Q4: 10,437 shares 10,437 $662K 0.04% -5,000 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: 6,064 shares; 2025Q3: 6,065 shares; 2025Q4: 6,994 shares 6,994 $646K 0.04% +929 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,151 shares; 2025Q1: 1,110 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 1,313 shares 1,313 $631K 0.04% +135 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,975 shares; 2024Q4: 16,475 shares; 2025Q1: 17,975 shares; 2025Q2: 18,083 shares; 2025Q3: 18,083 shares; 2025Q4: 17,975 shares 17,975 $629K 0.04% -108 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: 668 shares; 2024Q4: 662 shares; 2025Q1: 510 shares; 2025Q2: 605 shares; 2025Q3: 599 shares; 2025Q4: 6,705 shares 6,705 $629K 0.04% +6,106 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,354 shares; 2024Q4: 42,078 shares; 2025Q1: 42,440 shares; 2025Q2: 43,084 shares; 2025Q3: 6,233 shares; 2025Q4: 5,066 shares 5,066 $623K 0.04% -1,167 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: 4,389 shares; 2024Q4: 4,971 shares; 2025Q1: 5,188 shares; 2025Q2: 4,844 shares; 2025Q3: 5,213 shares; 2025Q4: 6,229 shares 6,229 $583K 0.04% +1,016 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,704 shares; 2025Q1: 4,750 shares; 2025Q2: 4,711 shares; 2025Q3: 4,655 shares; 2025Q4: 4,676 shares 4,676 $574K 0.04% +21 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: 4,414 shares; 2024Q4: 8,691 shares; 2025Q1: 8,666 shares; 2025Q2: 4,361 shares; 2025Q3: 4,501 shares; 2025Q4: 5,628 shares 5,628 $562K 0.04% +1,127 Timeline SCHI 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: 24 shares; 2024Q4: 882 shares; 2025Q1: 6,208 shares; 2025Q2: 17,125 shares; 2025Q3: 4,728 shares; 2025Q4: 24,362 shares 24,362 $560K 0.04% +19,634 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: 802 shares; 2024Q4: 863 shares; 2025Q1: 1,087 shares; 2025Q2: 1,342 shares; 2025Q3: 1,277 shares; 2025Q4: 1,243 shares 1,243 $559K 0.04% -34 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,272 shares; 2024Q4: 8,532 shares; 2025Q1: 9,461 shares; 2025Q2: 8,892 shares; 2025Q3: 10,190 shares; 2025Q4: 9,576 shares 9,576 $552K 0.04% -614 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,251 shares; 2025Q4: 11,180 shares 11,180 $550K 0.04% -71 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 11,204 shares 11,204 $544K 0.04% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,474 shares; 2024Q4: 5,474 shares; 2025Q1: 5,517 shares; 2025Q2: 4,000 shares; 2025Q3: 7,318 shares; 2025Q4: 6,606 shares 6,606 $530K 0.04% -712 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: 832 shares; 2024Q4: 837 shares; 2025Q1: 926 shares; 2025Q2: 978 shares; 2025Q3: 1,075 shares; 2025Q4: 926 shares 926 $528K 0.03% -149 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,217 shares; 2025Q1: 1,177 shares; 2025Q2: 1,290 shares; 2025Q3: 1,178 shares; 2025Q4: 1,349 shares 1,349 $525K 0.03% +171 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: 1,103 shares; 2024Q4: 1,108 shares; 2025Q1: 1,552 shares; 2025Q2: 1,528 shares; 2025Q3: 1,519 shares; 2025Q4: 2,122 shares 2,122 $522K 0.03% +603 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: 1,823 shares; 2024Q4: 153 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,261 shares; 2025Q4: 1,264 shares 1,264 $522K 0.03% +3 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: not reported; 2025Q1: 5,353 shares; 2025Q2: 5,678 shares; 2025Q3: 5,184 shares; 2025Q4: 5,098 shares 5,098 $509K 0.03% -86 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: 2,302 shares; 2024Q4: 2,649 shares; 2025Q1: 2,675 shares; 2025Q2: 2,502 shares; 2025Q3: 2,777 shares; 2025Q4: 2,897 shares 2,897 $503K 0.03% +120 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares 2,429 $501K 0.03% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,758 shares; 2025Q3: 2,643 shares; 2025Q4: 2,799 shares 2,799 $477K 0.03% +156 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: not reported; 2024Q4: not reported; 2025Q1: 4,799 shares; 2025Q2: 7,091 shares; 2025Q3: 7,021 shares; 2025Q4: 7,576 shares 7,576 $473K 0.03% +555 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 3,851 shares; 2025Q1: 8,310 shares; 2025Q2: 8,310 shares; 2025Q3: 8,310 shares; 2025Q4: 8,310 shares 8,310 $471K 0.03% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,653 shares; 2024Q4: 11,640 shares; 2025Q1: 11,747 shares; 2025Q2: 11,747 shares; 2025Q3: 11,792 shares; 2025Q4: 11,704 shares 11,704 $471K 0.03% -88 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: 15,517 shares; 2024Q4: 15,517 shares; 2025Q1: 15,496 shares; 2025Q2: 15,496 shares; 2025Q3: 15,218 shares; 2025Q4: 14,647 shares 14,647 $470K 0.03% -571 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 476 shares; 2025Q1: 228 shares; 2025Q2: 1,307 shares; 2025Q3: 3,593 shares; 2025Q4: 3,969 shares 3,969 $467K 0.03% +376 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: 11,997 shares; 2024Q4: 12,241 shares; 2025Q1: 12,252 shares; 2025Q2: 12,311 shares; 2025Q3: 7,433 shares; 2025Q4: 6,329 shares 6,329 $465K 0.03% -1,104 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: 467 shares; 2024Q4: 450 shares; 2025Q1: 440 shares; 2025Q2: 467 shares; 2025Q3: 463 shares; 2025Q4: 3,005 shares 3,005 $460K 0.03% +2,542 Timeline PHO 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: 7,270 shares; 2024Q4: 7,270 shares; 2025Q1: 6,420 shares; 2025Q2: 5,347 shares; 2025Q3: 5,417 shares; 2025Q4: 6,497 shares 6,497 $457K 0.03% +1,080 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,832 shares; 2024Q4: 10,832 shares; 2025Q1: 10,832 shares; 2025Q2: 11,049 shares; 2025Q3: 10,832 shares; 2025Q4: 10,832 shares 10,832 $450K 0.03% 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: 5,757 shares; 2025Q1: 5,667 shares; 2025Q2: 4,379 shares; 2025Q3: 3,830 shares; 2025Q4: 2,495 shares 2,495 $444K 0.03% -1,335 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: 3,365 shares; 2024Q4: 4,188 shares; 2025Q1: 4,197 shares; 2025Q2: 3,802 shares; 2025Q3: 3,801 shares; 2025Q4: 3,332 shares 3,332 $442K 0.03% -469 Timeline FGD 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: 10,768 shares; 2024Q4: 10,626 shares; 2025Q1: 10,914 shares; 2025Q2: 11,236 shares; 2025Q3: 14,014 shares; 2025Q4: 14,552 shares 14,552 $440K 0.03% +538 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 428 shares; 2025Q3: 425 shares; 2025Q4: 428 shares 428 $432K 0.03% +3 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: 1,598 shares; 2024Q4: 1,572 shares; 2025Q1: 1,648 shares; 2025Q2: 1,785 shares; 2025Q3: 1,798 shares; 2025Q4: 1,975 shares 1,975 $429K 0.03% +177 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,174 shares; 2025Q1: 1,572 shares; 2025Q2: 1,128 shares; 2025Q3: 1,273 shares; 2025Q4: 1,308 shares 1,308 $424K 0.03% +35 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: 2,294 shares; 2024Q4: 2,294 shares; 2025Q1: 2,299 shares; 2025Q2: 2,299 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares 2,295 $423K 0.03% 0 Timeline IEF 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: 1,334 shares; 2024Q4: 2,057 shares; 2025Q1: 1,346 shares; 2025Q2: 1,401 shares; 2025Q3: 1,436 shares; 2025Q4: 4,377 shares 4,377 $421K 0.03% +2,941 Timeline IXUS 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: 5,437 shares; 2024Q4: 6,045 shares; 2025Q1: 5,464 shares; 2025Q2: 4,857 shares; 2025Q3: 4,975 shares; 2025Q4: 4,950 shares 4,950 $419K 0.03% -25 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: 76 shares; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 5,008 shares 5,008 $419K 0.03% +4,565 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,181 shares; 2024Q4: 13,288 shares; 2025Q1: 12,713 shares; 2025Q2: 12,235 shares; 2025Q3: 11,499 shares; 2025Q4: 11,499 shares 11,499 $414K 0.03% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,747 shares 16,747 $408K 0.03% new Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 8,513 shares; 2025Q1: 9,848 shares; 2025Q2: 10,929 shares; 2025Q3: 10,929 shares; 2025Q4: 11,785 shares 11,785 $405K 0.03% +856 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: 740 shares; 2024Q4: 498 shares; 2025Q1: 771 shares; 2025Q2: 764 shares; 2025Q3: 760 shares; 2025Q4: 799 shares 799 $390K 0.03% +39 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,607 shares; 2024Q4: 8,113 shares; 2025Q1: 7,999 shares; 2025Q2: 8,074 shares; 2025Q3: 8,114 shares; 2025Q4: 8,329 shares 8,329 $388K 0.03% +215 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,891 shares; 2025Q2: 1,896 shares; 2025Q3: 1,895 shares; 2025Q4: 1,883 shares 1,883 $387K 0.03% -12 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL 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: 680 shares 680 $385K 0.03% new 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: 65 shares; 2024Q4: 3,810 shares; 2025Q1: 3,910 shares; 2025Q2: 3,973 shares; 2025Q3: 3,973 shares; 2025Q4: 4,385 shares 4,385 $382K 0.03% +412 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,258 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares 2,108 $382K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,779 shares 1,779 $381K 0.03% new Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares; 2025Q4: 4,864 shares 4,864 $380K 0.03% 0 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 2,994 shares 2,994 $379K 0.03% new Timeline SPAB 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: not reported; 2025Q4: 14,540 shares 14,540 $374K 0.02% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 697 shares; 2025Q3: 925 shares; 2025Q4: 924 shares 924 $373K 0.02% -1 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: not reported; 2025Q3: 475 shares; 2025Q4: 550 shares 550 $371K 0.02% +75 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 4,121 shares; 2025Q1: 4,121 shares; 2025Q2: 4,107 shares; 2025Q3: 4,122 shares; 2025Q4: 4,579 shares 4,579 $370K 0.02% +457 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: not reported; 2024Q4: 10,675 shares; 2025Q1: 11,645 shares; 2025Q2: 7,590 shares; 2025Q3: 7,739 shares; 2025Q4: 14,490 shares 14,490 $360K 0.02% +6,751 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: not reported; 2024Q4: 1,061 shares; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 981 shares; 2025Q4: 1,318 shares 1,318 $358K 0.02% +337 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 4,877 shares; 2025Q1: 4,873 shares; 2025Q2: 5,611 shares; 2025Q3: 5,176 shares; 2025Q4: 5,176 shares 5,176 $354K 0.02% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 2,442 shares; 2025Q3: 2,169 shares; 2025Q4: 1,676 shares 1,676 $351K 0.02% -493 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS 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: 13,500 shares; 2025Q3: 16,405 shares; 2025Q4: 20,923 shares 20,923 $348K 0.02% +4,518 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: 1,035 shares; 2024Q4: 1,037 shares; 2025Q1: 1,036 shares; 2025Q2: 981 shares; 2025Q3: 1,083 shares; 2025Q4: 1,307 shares 1,307 $346K 0.02% +224 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 764 shares; 2025Q1: 590 shares; 2025Q2: 944 shares; 2025Q3: 830 shares; 2025Q4: 1,340 shares 1,340 $346K 0.02% +510 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: not reported; 2025Q3: not reported; 2025Q4: 1,483 shares 1,483 $338K 0.02% new Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,567 shares; 2025Q1: 3,102 shares; 2025Q2: 2,483 shares; 2025Q3: 2,037 shares; 2025Q4: 1,907 shares 1,907 $337K 0.02% -130 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 506 shares; 2025Q1: 561 shares; 2025Q2: 621 shares; 2025Q3: 677 shares; 2025Q4: 434 shares 434 $335K 0.02% -243 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,196 shares; 2024Q4: 49,817 shares; 2025Q1: 59,817 shares; 2025Q2: 59,817 shares; 2025Q3: 59,817 shares; 2025Q4: 49,817 shares 49,817 $331K 0.02% -10,000 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 2,582 shares; 2025Q3: 2,582 shares; 2025Q4: 2,446 shares 2,446 $327K 0.02% -136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,345 shares; 2025Q3: 69,854 shares; 2025Q4: 2,310 shares 2,310 $324K 0.02% -67,544 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,149 shares; 2024Q4: 4,043 shares; 2025Q1: 4,043 shares; 2025Q2: 3,014 shares; 2025Q3: 2,781 shares; 2025Q4: 2,781 shares 2,781 $324K 0.02% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,786 shares; 2024Q4: 11,386 shares; 2025Q1: 11,786 shares; 2025Q2: 11,386 shares; 2025Q3: 11,486 shares; 2025Q4: 11,486 shares 11,486 $320K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 540 shares; 2025Q1: 2,118 shares; 2025Q2: 2,639 shares; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares 2,326 $319K 0.02% 0 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: 3,039 shares; 2024Q4: 2,876 shares; 2025Q1: 3,467 shares; 2025Q2: 5,133 shares; 2025Q3: 5,098 shares; 2025Q4: 9,700 shares 9,700 $318K 0.02% +4,602 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 2,766 shares; 2025Q1: 2,496 shares; 2025Q2: 2,788 shares; 2025Q3: 2,541 shares; 2025Q4: 2,578 shares 2,578 $318K 0.02% +37 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT 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: not reported; 2025Q3: 5,357 shares; 2025Q4: 6,703 shares 6,703 $316K 0.02% +1,346 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares 1,651 $316K 0.02% 0 Timeline ICLN 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: 10,597 shares; 2024Q4: 10,597 shares; 2025Q1: 10,597 shares; 2025Q2: 12,097 shares; 2025Q3: 12,097 shares; 2025Q4: 18,732 shares 18,732 $308K 0.02% +6,635 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: 757 shares; 2024Q4: 757 shares; 2025Q1: 794 shares; 2025Q2: 814 shares; 2025Q3: 801 shares; 2025Q4: 788 shares 788 $307K 0.02% -13 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: 900 shares; 2024Q4: not reported; 2025Q1: 868 shares; 2025Q2: 979 shares; 2025Q3: 982 shares; 2025Q4: 952 shares 952 $303K 0.02% -30 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY 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: 1,346 shares; 2025Q3: 1,651 shares; 2025Q4: 1,859 shares 1,859 $298K 0.02% +208 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,086 shares; 2025Q1: 1,769 shares; 2025Q2: 1,666 shares; 2025Q3: 1,667 shares; 2025Q4: 1,692 shares 1,692 $297K 0.02% +25 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: 7,661 shares; 2024Q4: 8,128 shares; 2025Q1: 8,128 shares; 2025Q2: 5,756 shares; 2025Q3: 5,588 shares; 2025Q4: 5,489 shares 5,489 $296K 0.02% -99 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,530 shares; 2024Q4: 9,011 shares; 2025Q1: 7,887 shares; 2025Q2: 5,934 shares; 2025Q3: 7,732 shares; 2025Q4: 7,732 shares 7,732 $296K 0.02% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,361 shares; 2025Q1: 2,486 shares; 2025Q2: 2,748 shares; 2025Q3: 2,931 shares; 2025Q4: 3,644 shares 3,644 $294K 0.02% +713 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,693 shares; 2025Q1: 3,693 shares; 2025Q2: 3,408 shares; 2025Q3: 2,497 shares; 2025Q4: 2,799 shares 2,799 $292K 0.02% +302 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: 3,564 shares; 2024Q4: 3,509 shares; 2025Q1: 3,540 shares; 2025Q2: 3,541 shares; 2025Q3: 4,902 shares; 2025Q4: 3,670 shares 3,670 $290K 0.02% -1,232 Timeline GLW CORNING INC More: the full row for CORNING 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: 4,263 shares; 2025Q3: 3,023 shares; 2025Q4: 3,285 shares 3,285 $288K 0.02% +262 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: 1,255 shares; 2024Q4: not reported; 2025Q1: 1,394 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,305 shares 1,305 $287K 0.02% +91 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 629 shares; 2025Q2: 639 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555 $283K 0.02% 0 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 6,522 shares; 2025Q1: 6,522 shares; 2025Q2: 6,522 shares; 2025Q3: 6,522 shares; 2025Q4: 6,522 shares 6,522 $282K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,190 shares; 2025Q1: 3,215 shares; 2025Q2: 2,952 shares; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares 2,861 $280K 0.02% 0 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: 2,207 shares; 2024Q4: 2,243 shares; 2025Q1: 9,497 shares; 2025Q2: 11,459 shares; 2025Q3: 3,971 shares; 2025Q4: 3,590 shares 3,590 $279K 0.02% -381 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $279K 0.02% 0 Timeline FNDA 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: 3,203 shares; 2024Q4: 6,752 shares; 2025Q1: 6,716 shares; 2025Q2: 12,148 shares; 2025Q3: 9,716 shares; 2025Q4: 8,776 shares 8,776 $277K 0.02% -940 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: 957 shares; 2024Q4: 957 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $276K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 267 shares; 2025Q1: 140 shares; 2025Q2: 692 shares; 2025Q3: 357 shares; 2025Q4: 1,313 shares 1,313 $276K 0.02% +956 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 1,360 shares; 2025Q3: 1,984 shares; 2025Q4: 1,322 shares 1,322 $275K 0.02% -662 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: 2,082 shares; 2024Q4: 2,088 shares; 2025Q1: 2,093 shares; 2025Q2: 2,102 shares; 2025Q3: 2,108 shares; 2025Q4: 2,113 shares 2,113 $272K 0.02% +5 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 2,618 shares; 2025Q1: 3,556 shares; 2025Q2: 4,866 shares; 2025Q3: 6,097 shares; 2025Q4: 6,735 shares 6,735 $272K 0.02% +638 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 4,776 shares; 2025Q3: 4,427 shares; 2025Q4: 4,218 shares 4,218 $271K 0.02% -209 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: 827 shares; 2024Q4: 832 shares; 2025Q1: 836 shares; 2025Q2: 1,940 shares; 2025Q3: 1,944 shares; 2025Q4: 1,949 shares 1,949 $271K 0.02% +5 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 3,337 shares; 2025Q3: 3,349 shares; 2025Q4: 3,635 shares 3,635 $268K 0.02% +286 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,266 shares; 2025Q1: 3,356 shares; 2025Q2: 3,361 shares; 2025Q3: 3,294 shares; 2025Q4: 3,387 shares 3,387 $268K 0.02% +93 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,273 shares; 2025Q1: 1,343 shares; 2025Q2: 1,375 shares; 2025Q3: 1,434 shares; 2025Q4: 1,434 shares 1,434 $266K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,879 shares; 2025Q1: 2,177 shares; 2025Q2: 2,382 shares; 2025Q3: 2,461 shares; 2025Q4: 2,109 shares 2,109 $265K 0.02% -352 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 6,084 shares; 2025Q3: 6,084 shares; 2025Q4: 6,084 shares 6,084 $262K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG 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: 1,896 shares 1,896 $261K 0.02% new Timeline EFSI EAGLE FINL SVCS INC More: the full row for EAGLE FINL SVCS 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: 6,500 shares; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $259K 0.02% 0 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: 4,254 shares; 2025Q1: 4,254 shares; 2025Q2: 4,923 shares; 2025Q3: 5,447 shares; 2025Q4: 5,447 shares 5,447 $258K 0.02% 0 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: 8,505 shares; 2024Q4: 6,944 shares; 2025Q1: 7,188 shares; 2025Q2: 7,126 shares; 2025Q3: 7,425 shares; 2025Q4: 8,415 shares 8,415 $252K 0.02% +990 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS 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: 856 shares 856 $251K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,290 shares 1,290 $243K 0.02% new Timeline IYT 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: 3,056 shares; 2024Q4: 3,056 shares; 2025Q1: 3,244 shares; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,244 shares 3,244 $242K 0.02% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 1,712 shares; 2025Q1: 1,505 shares; 2025Q2: 1,363 shares; 2025Q3: 1,337 shares; 2025Q4: 1,178 shares 1,178 $241K 0.02% -159 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares 921 $238K 0.02% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 844 shares; 2025Q3: 751 shares; 2025Q4: 753 shares 753 $237K 0.02% +2 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: 31,613 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,388 shares 6,388 $236K 0.02% new 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: not reported; 2024Q4: 1,474 shares; 2025Q1: 1,557 shares; 2025Q2: 3,642 shares; 2025Q3: 3,560 shares; 2025Q4: 901 shares 901 $232K 0.02% -2,659 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 3,362 shares; 2025Q1: 3,356 shares; 2025Q2: 2,753 shares; 2025Q3: 2,852 shares; 2025Q4: 2,725 shares 2,725 $232K 0.02% -127 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,827 shares; 2025Q1: 10,049 shares; 2025Q2: 9,981 shares; 2025Q3: 9,988 shares; 2025Q4: 9,853 shares 9,853 $230K 0.02% -135 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: not reported; 2024Q4: 2,904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,524 shares; 2025Q4: 3,114 shares 3,114 $229K 0.02% +590 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 537 shares; 2025Q1: 1,594 shares; 2025Q2: 3,245 shares; 2025Q3: 887 shares; 2025Q4: 10,938 shares 10,938 $228K 0.02% +10,051 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: not reported; 2025Q1: 2,123 shares; 2025Q2: 2,238 shares; 2025Q3: 2,162 shares; 2025Q4: 2,161 shares 2,161 $228K 0.02% -1 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,593 shares; 2025Q1: 1,762 shares; 2025Q2: 2,181 shares; 2025Q3: 2,351 shares; 2025Q4: 4,988 shares 4,988 $226K 0.01% +2,637 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,424 shares; 2025Q4: 1,387 shares 1,387 $226K 0.01% -37 Timeline SPTS 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: 7,633 shares; 2024Q4: 8,188 shares; 2025Q1: 7,432 shares; 2025Q2: 7,509 shares; 2025Q3: 8,921 shares; 2025Q4: 7,684 shares 7,684 $225K 0.01% -1,237 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,158 shares; 2025Q1: 1,163 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares 1,050 $225K 0.01% new Timeline BSV 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: 3,220 shares; 2024Q4: 2,775 shares; 2025Q1: 3,501 shares; 2025Q2: 3,418 shares; 2025Q3: 2,775 shares; 2025Q4: 2,813 shares 2,813 $222K 0.01% +38 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: 4,945 shares; 2024Q4: 5,230 shares; 2025Q1: 7,072 shares; 2025Q2: 7,698 shares; 2025Q3: 4,996 shares; 2025Q4: 4,857 shares 4,857 $220K 0.01% -139 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 3,048 shares; 2025Q3: 2,883 shares; 2025Q4: 2,756 shares 2,756 $219K 0.01% -127 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 8,341 shares 8,341 $218K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 978 shares 978 $215K 0.01% new Timeline SMH 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: 860 shares; 2024Q4: 1,011 shares; 2025Q1: 965 shares; 2025Q2: 987 shares; 2025Q3: 739 shares; 2025Q4: 587 shares 587 $212K 0.01% -152 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,301 shares; 2025Q4: 4,301 shares 4,301 $211K 0.01% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,174 shares; 2025Q3: 8,174 shares; 2025Q4: 8,174 shares 8,174 $211K 0.01% 0 Timeline SMDV 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: 2,580 shares; 2024Q4: 2,240 shares; 2025Q1: 2,526 shares; 2025Q2: 2,721 shares; 2025Q3: 3,044 shares; 2025Q4: 3,185 shares 3,185 $210K 0.01% +141 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) 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: 2,668 shares; 2025Q3: 2,122 shares; 2025Q4: 2,089 shares 2,089 $209K 0.01% -33 Timeline VEGN 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: 3,397 shares; 2025Q3: 3,397 shares; 2025Q4: 3,397 shares 3,397 $207K 0.01% 0 Timeline SHE 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: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares 1,562 $206K 0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,543 shares; 2024Q4: 97,887 shares; 2025Q1: 66,592 shares; 2025Q2: 66,606 shares; 2025Q3: 64,766 shares; 2025Q4: 2,534 shares 2,534 $204K 0.01% -62,232 Timeline AIQ 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: 3,217 shares; 2024Q4: 3,217 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,989 shares; 2025Q4: 3,989 shares 3,989 $203K 0.01% 0 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: 2,871 shares; 2024Q4: 2,771 shares; 2025Q1: 2,976 shares; 2025Q2: 3,477 shares; 2025Q3: 2,421 shares; 2025Q4: 2,081 shares 2,081 $202K 0.01% -340 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: not reported; 2025Q4: 880 shares 880 $198K 0.01% new Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: not reported; 2025Q4: 2,547 shares 2,547 $187K 0.01% new Timeline EUFN 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: 4,924 shares 4,924 $183K 0.01% new Timeline PWV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares 2,694 $179K 0.01% 0 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: 721 shares; 2024Q4: 776 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 901 shares 901 $179K 0.01% +211 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,677 shares; 2025Q1: 3,677 shares; 2025Q2: 3,677 shares; 2025Q3: 3,677 shares; 2025Q4: 3,677 shares 3,677 $171K 0.01% 0 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: 610 shares; 2024Q4: 848 shares; 2025Q1: 783 shares; 2025Q2: 2,151 shares; 2025Q3: 1,851 shares; 2025Q4: 1,851 shares 1,851 $159K 0.01% 0 Timeline IWL 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: 919 shares 919 $157K 0.01% new Timeline REGL 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: 1,572 shares; 2024Q4: 1,516 shares; 2025Q1: 1,532 shares; 2025Q2: 1,622 shares; 2025Q3: 1,787 shares; 2025Q4: 1,840 shares 1,840 $155K 0.01% +53 Timeline GDXJ 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: 2,156 shares; 2024Q4: 1,542 shares; 2025Q1: 1,638 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares 1,338 $152K 0.01% 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: 164 shares; 2024Q4: 65 shares; 2025Q1: 189 shares; 2025Q2: 287 shares; 2025Q3: 288 shares; 2025Q4: 779 shares 779 $149K 0.01% +491 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: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares 390 $146K 0.01% 0 Timeline IMCB 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: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares 1,736 $144K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares 1,618 $143K 0.01% 0 Timeline RFG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $139K 0.01% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: not reported; 2025Q4: 1,765 shares 1,765 $137K 0.01% new Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM 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: 17,106 shares 17,106 $134K 0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 8,544 shares; 2025Q2: 12,842 shares; 2025Q3: 8,464 shares; 2025Q4: 5,280 shares 5,280 $132K 0.01% -3,184 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,778 shares 1,778 $132K 0.01% new Timeline SPYG 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: 2,806 shares; 2025Q1: 735 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,209 shares 1,209 $129K 0.01% -37 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: 16,246 shares 16,246 $126K 0.01% new Timeline ACWX 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: 361 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 1,861 shares 1,861 $125K 0.01% +1,546 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 397 shares; 2025Q3: not reported; 2025Q4: 1,175 shares 1,175 $120K 0.01% new 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $118K 0.01% 0 Timeline PBW 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: 6,469 shares; 2024Q4: 4,894 shares; 2025Q1: 6,299 shares; 2025Q2: 4,060 shares; 2025Q3: 4,060 shares; 2025Q4: 3,589 shares 3,589 $110K 0.01% -471 Timeline VTHR 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: 300 shares; 2024Q4: 290 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 334 shares; 2025Q4: 355 shares 355 $107K 0.01% +21 Timeline FXG 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: 1,984 shares; 2024Q4: 1,984 shares; 2025Q1: 1,984 shares; 2025Q2: 1,907 shares; 2025Q3: 1,849 shares; 2025Q4: 1,714 shares 1,714 $104K 0.01% -135 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: 1,126 shares; 2024Q4: 3,625 shares; 2025Q1: 3,416 shares; 2025Q2: 3,434 shares; 2025Q3: 3,451 shares; 2025Q4: 3,470 shares 3,470 $103K 0.01% +19 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 906 shares; 2025Q2: 737 shares; 2025Q3: 259 shares; 2025Q4: 259 shares 259 $100K 0.01% 0 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: 416 shares; 2024Q4: 2,680 shares; 2025Q1: 4,043 shares; 2025Q2: 3,337 shares; 2025Q3: 2,217 shares; 2025Q4: 3,757 shares 3,757 $99.5K 0.01% +1,540 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares; 2025Q4: 2,573 shares 2,573 $99.3K 0.01% 0 Timeline VTWO 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: 914 shares; 2024Q4: 409 shares; 2025Q1: 883 shares; 2025Q2: 895 shares; 2025Q3: 991 shares; 2025Q4: 992 shares 992 $98.7K 0.01% +1 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: not reported; 2024Q4: 2,941 shares; 2025Q1: 2,479 shares; 2025Q2: 1,844 shares; 2025Q3: 1,265 shares; 2025Q4: 1,062 shares 1,062 $97K 0.01% -203 Timeline IBB 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: 60 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 562 shares 562 $94.8K 0.01% new Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM 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: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $89.4K 0.01% new 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: 782 shares; 2024Q4: 861 shares; 2025Q1: 881 shares; 2025Q2: 1,084 shares; 2025Q3: 939 shares; 2025Q4: 1,980 shares 1,980 $88.5K 0.01% +1,041 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: 755 shares; 2024Q4: 997 shares; 2025Q1: 700 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares 982 $86.9K 0.01% 0 Timeline SPTM 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: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares; 2025Q4: 1,052 shares 1,052 $86.8K 0.01% 0 Timeline IHI 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: 1,200 shares; 2024Q4: 1,297 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares 1,380 $85.8K 0.01% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119 shares; 2025Q3: not reported; 2025Q4: 1,723 shares 1,723 $84.8K 0.01% new Timeline FNDC 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: 1,601 shares; 2024Q4: 1,222 shares; 2025Q1: 911 shares; 2025Q2: 1,215 shares; 2025Q3: 2,442 shares; 2025Q4: 1,884 shares 1,884 $83.9K 0.01% -558 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: 640 shares; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 3,683 shares 3,683 $83K 0.01% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: 914 shares 914 $82.6K 0.01% new 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: 665 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 677 shares; 2025Q3: 684 shares; 2025Q4: 748 shares 748 $82.3K 0.01% +64 Timeline EFAV 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: 12 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: 931 shares 931 $80.3K 0.01% new Timeline HEZU 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: 119 shares; 2025Q3: not reported; 2025Q4: 1,816 shares 1,816 $79.5K 0.01% new Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014 shares; 2025Q4: 3,080 shares 3,080 $79.1K 0.01% +2,066 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares 1,907 $75.5K <0.01% 0 Timeline SMOG 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: 563 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares 563 $73K <0.01% 0 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: 331 shares; 2024Q4: 373 shares; 2025Q1: 743 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $72K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 412 shares; 2025Q1: 345 shares; 2025Q2: 485 shares; 2025Q3: 493 shares; 2025Q4: 506 shares 506 $71.4K <0.01% +13 Timeline CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS 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: not reported; 2025Q3: not reported; 2025Q4: 10,050 shares 10,050 $69.7K <0.01% new Timeline MBB 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 shares; 2024Q4: 175 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 284 shares; 2025Q4: 705 shares 705 $67.1K <0.01% +421 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: not reported; 2025Q4: 2,686 shares 2,686 $66.9K <0.01% new Timeline DFAT 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: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares 1,101 $65.6K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares 612 $65.5K <0.01% new Timeline MGC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 246 shares 246 $61.8K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares 426 $61.1K <0.01% 0 Timeline RSPS 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: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 2,083 shares; 2025Q4: 2,089 shares 2,089 $60.6K <0.01% +6 Timeline PSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares 753 $59.4K <0.01% new Timeline VPU 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: 310 shares; 2024Q4: 432 shares; 2025Q1: 1,340 shares; 2025Q2: 994 shares; 2025Q3: 310 shares; 2025Q4: 310 shares 310 $57.4K <0.01% 0 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 1,066 shares; 2025Q3: 444 shares; 2025Q4: 2,074 shares 2,074 $54.8K <0.01% +1,630 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: 1,814 shares; 2024Q4: 367 shares; 2025Q1: 111 shares; 2025Q2: 3,558 shares; 2025Q3: 166 shares; 2025Q4: 1,513 shares 1,513 $54.6K <0.01% +1,347 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,815 shares; 2025Q1: 4,151 shares; 2025Q2: 3,465 shares; 2025Q3: 2,179 shares; 2025Q4: 2,290 shares 2,290 $54.2K <0.01% +111 Timeline EFV 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: 41 shares; 2024Q4: 4,203 shares; 2025Q1: 4,173 shares; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 750 shares 750 $53.6K <0.01% -182 Timeline XBI 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: 500 shares; 2024Q4: 519 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 436 shares 436 $53.2K <0.01% +50 Timeline RSPG 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: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares 659 $52.4K <0.01% 0 Timeline IWS 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: 180 shares; 2024Q4: 40 shares; 2025Q1: 20 shares; 2025Q2: 256 shares; 2025Q3: not reported; 2025Q4: 361 shares 361 $50.9K <0.01% new 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: 49 shares; 2024Q4: 5,163 shares; 2025Q1: 275 shares; 2025Q2: 273 shares; 2025Q3: 958 shares; 2025Q4: 679 shares 679 $50.3K <0.01% -279 Timeline SPYD 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: 1,565 shares; 2024Q4: 1,316 shares; 2025Q1: 1,244 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $47.6K <0.01% 0 Timeline PRFZ 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: 420 shares; 2024Q4: 421 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 725 shares; 2025Q4: 1,030 shares 1,030 $47.3K <0.01% +305 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 255 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119 $46.9K <0.01% 0 Timeline PFF 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: 1,180 shares; 2024Q4: 1,601 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 959 shares; 2025Q4: 1,488 shares 1,488 $46.1K <0.01% +529 Timeline SPHQ 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: not reported; 2024Q4: 600 shares; 2025Q1: 509 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611 $45.9K <0.01% 0 Timeline IJS 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: 3,017 shares; 2024Q4: 3,017 shares; 2025Q1: 3,032 shares; 2025Q2: 3,032 shares; 2025Q3: 3,032 shares; 2025Q4: 401 shares 401 $45.6K <0.01% -2,631 Timeline PRF 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: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 456 shares; 2025Q4: 916 shares 916 $43K <0.01% +460 Timeline BIV 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: 551 shares; 2024Q4: 583 shares; 2025Q1: 1,018 shares; 2025Q2: 590 shares; 2025Q3: 490 shares; 2025Q4: 511 shares 511 $39.8K <0.01% +21 Timeline IGM 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: 363 shares; 2025Q1: 330 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $38.7K <0.01% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $38.3K <0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 5,205 shares; 2025Q1: 7,508 shares; 2025Q2: 4,281 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares 1,978 $37.4K <0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,395 shares 1,395 $36.9K <0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 301 shares; 2025Q1: 213 shares; 2025Q2: 515 shares; 2025Q3: 348 shares; 2025Q4: 389 shares 389 $36.6K <0.01% +41 Timeline DXJ 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: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 309 shares; 2025Q3: not reported; 2025Q4: 247 shares 247 $35.6K <0.01% new Timeline BANK OF AMER CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares 28 $35.1K <0.01% new RYLD 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: 6,666 shares; 2024Q4: 7,575 shares; 2025Q1: 11,721 shares; 2025Q2: 9,860 shares; 2025Q3: 6,244 shares; 2025Q4: 2,098 shares 2,098 $32.1K <0.01% -4,146 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 257 shares; 2025Q4: 258 shares 258 $31.7K <0.01% +1 Timeline MTUM 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: 24 shares; 2025Q3: 126 shares; 2025Q4: 126 shares 126 $31.5K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 558 shares; 2025Q4: 558 shares 558 $31.1K <0.01% 0 Timeline ARTY 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: 100 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625 $30.1K <0.01% 0 Timeline ERTH 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: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares 631 $29.8K <0.01% 0 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: 525 shares; 2024Q4: 1,009 shares; 2025Q1: 598 shares; 2025Q2: 619 shares; 2025Q3: 632 shares; 2025Q4: 668 shares 668 $29.5K <0.01% +36 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 367 shares; 2025Q1: 154 shares; 2025Q2: 1,290 shares; 2025Q3: 1,106 shares; 2025Q4: 623 shares 623 $28.4K <0.01% -483 Timeline PAVE 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: 938 shares; 2024Q4: 711 shares; 2025Q1: not reported; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 564 shares 564 $27K <0.01% +26 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 174 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $26.3K <0.01% 0 Timeline SHY 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: 191 shares; 2024Q4: 191 shares; 2025Q1: 1 shares; 2025Q2: 362 shares; 2025Q3: 677 shares; 2025Q4: 316 shares 316 $26.2K <0.01% -361 Timeline DFIS 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: 716 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 791 shares 791 $26.1K <0.01% 0 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: 47 shares; 2024Q4: not reported; 2025Q1: 647 shares; 2025Q2: 880 shares; 2025Q3: 1,212 shares; 2025Q4: 768 shares 768 $25.1K <0.01% -444 Timeline VONE 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $24.8K <0.01% 0 Timeline DFAS 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: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares 353 $24.6K <0.01% 0 Timeline BLV 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: 319 shares; 2024Q4: 319 shares; 2025Q1: 473 shares; 2025Q2: 427 shares; 2025Q3: 319 shares; 2025Q4: 343 shares 343 $23.9K <0.01% +24 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 196 shares 196 $23.4K <0.01% +156 Timeline DFAI 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: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares 598 $22.8K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 380 shares; 2025Q1: 43 shares; 2025Q2: 159 shares; 2025Q3: 164 shares; 2025Q4: 170 shares 170 $22.3K <0.01% +6 Timeline DFAE 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: 558 shares; 2024Q4: 572 shares; 2025Q1: 558 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 654 shares 654 $21.3K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $20.9K <0.01% new Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER 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: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares 11,700 $19.8K <0.01% new Timeline EFG 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 shares; 2024Q4: 1,961 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 173 shares; 2025Q4: 173 shares 173 $19.7K <0.01% 0 Timeline GOVT 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: 82 shares; 2024Q4: 183 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 211 shares; 2025Q4: 795 shares 795 $18.3K <0.01% +584 Timeline IEO 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: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares 202 $18.1K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 3,007 shares; 2025Q1: 2,802 shares; 2025Q2: 1,481 shares; 2025Q3: 160 shares; 2025Q4: 421 shares 421 $18K <0.01% +261 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 300 shares 300 $17.9K <0.01% -294 Timeline IXN 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: 166 shares; 2024Q4: 683 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares 166 $17.4K <0.01% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 245 shares 245 $16.4K <0.01% new Timeline DFIV 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: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares 313 $15.6K <0.01% 0 Timeline SUMMIT HOTEL PPTYS SUMMIT HOTEL PPTYS More: the full row for SUMMIT HOTEL PPTYS 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: 15,000 shares; 2025Q4: 15,000 shares 15,000 $14.9K <0.01% 0 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: 100 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 133 shares; 2025Q4: 100 shares 100 $14.1K <0.01% -33 Timeline VOT 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: 47 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $14K <0.01% 0 Timeline SMLF 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: 213 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares 185 $13.9K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 105 shares 105 $13.2K <0.01% +1 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares 98 $13.1K <0.01% new Timeline EDV 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: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $13K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 676 shares; 2025Q3: 104 shares; 2025Q4: 104 shares 104 $12.7K <0.01% 0 Timeline WELLS FARGO & CO 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $12.1K <0.01% 0 IEI 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: 116 shares; 2024Q4: 125 shares; 2025Q1: 14 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 100 shares 100 $11.9K <0.01% +91 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 144 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $11.5K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares 54 $11.4K <0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 336 shares; 2025Q2: 337 shares; 2025Q3: 338 shares; 2025Q4: 339 shares 339 $11.1K <0.01% +1 Timeline SCZ 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: 195 shares; 2025Q1: 129 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares 137 $10.6K <0.01% 0 Timeline NLR 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: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 80 shares 80 $9.94K <0.01% +20 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 30 shares 30 $9.69K <0.01% -95 Timeline VIGI 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: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $9.14K <0.01% 0 Timeline SIL 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: 200 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $8.35K <0.01% 0 Timeline PKB 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: 90 shares; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares 90 $8.33K <0.01% 0 Timeline URA 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: 192 shares; 2025Q1: 192 shares; 2025Q2: 292 shares; 2025Q3: 192 shares; 2025Q4: 192 shares 192 $8.21K <0.01% 0 Timeline MDYV 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: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares 93 $7.87K <0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares 157 $7.65K <0.01% new Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 98 shares 98 $7.42K <0.01% new Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 155 shares; 2025Q3: not reported; 2025Q4: 155 shares 155 $6.85K <0.01% new Timeline VNQI 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: 342 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $6.65K <0.01% 0 Timeline XMMO 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: 251 shares; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares 47 $6.51K <0.01% 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: 141 shares; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141 $5.56K <0.01% 0 Timeline PICK 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: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares 106 $5.44K <0.01% 0 Timeline EXI 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: 30 shares 30 $5.26K <0.01% new Timeline DEM 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: 105 shares; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares 105 $4.91K <0.01% 0 Timeline ANGL 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: 1,945 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 167 shares 167 $4.9K <0.01% -395 Timeline LIT 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: not reported; 2025Q4: 75 shares 75 $4.87K <0.01% new Timeline XOP 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: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $4.42K <0.01% 0 Timeline EBND 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: 115 shares; 2025Q1: 88 shares; 2025Q2: 1,618 shares; 2025Q3: 1,614 shares; 2025Q4: 203 shares 203 $4.34K <0.01% -1,411 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: 65 shares; 2024Q4: 173 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $4.29K <0.01% 0 Timeline RSPH 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: 124 shares; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 126 shares 126 $4K <0.01% +1 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 369 shares; 2025Q3: 419 shares; 2025Q4: 50 shares 50 $3.79K <0.01% -369 Timeline DFEV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $3.77K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 60 shares; 2025Q1: 53 shares; 2025Q2: 78 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $3.52K <0.01% 0 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: 475 shares; 2025Q3: not reported; 2025Q4: 30 shares 30 $3.3K <0.01% new Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: 389 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 44 shares 44 $3.23K <0.01% +44 Timeline IOO 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: 25 shares 25 $3.17K <0.01% new Timeline IWC 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: 20 shares 20 $3.15K <0.01% new Timeline IJK 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 shares; 2024Q4: 136 shares; 2025Q1: 166 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares 31 $2.99K <0.01% 0 Timeline EEM 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: 50 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $2.74K <0.01% 0 Timeline RSPT 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: 60 shares; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $2.73K <0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares 42 $2.36K <0.01% new Timeline SLYV 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: 24 shares; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 190 shares; 2025Q4: 24 shares 24 $2.21K <0.01% -166 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: 447 shares; 2024Q4: 257 shares; 2025Q1: 4,567 shares; 2025Q2: 4,592 shares; 2025Q3: 1,456 shares; 2025Q4: 35 shares 35 $1.65K <0.01% -1,421 Timeline ISCF 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: 33 shares; 2025Q3: 35 shares; 2025Q4: 39 shares 39 $1.62K <0.01% +4 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 47 shares; 2025Q3: not reported; 2025Q4: 52 shares 52 $1.61K <0.01% new Timeline PPA 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: 237 shares; 2024Q4: 74 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.25K <0.01% new Timeline HYMB 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares 48 $1.2K <0.01% 0 Timeline DLS 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: 14 shares; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $1.14K <0.01% 0 Timeline IFRA 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 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares 17 $895 <0.01% new Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares 16 $884 <0.01% new Timeline ITB 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: 9 shares 9 $867 <0.01% new 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: 8 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $657 <0.01% 0 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: 8 shares 8 $572 <0.01% new Timeline EMB 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: 51 shares; 2025Q1: 206 shares; 2025Q2: 36 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $482 <0.01% 0 Timeline RSPU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $154 <0.01% 0 Timeline IHF 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: 3 shares 3 $144 <0.01% new Timeline MLPA 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $49 <0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 51 shares; 2025Q3: not reported; 2025Q4: 0 shares 0 $19 <0.01% new Amount filed as zero, left out of ratios. Timeline