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: 81,980 shares; 2024Q4: 81,495 shares; 2025Q1: 78,464 shares; 2025Q2: 73,414 shares; 2025Q3: 73,051 shares; 2025Q4: 73,711 shares 73,711 $50.5M 15.1% +660 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: 372,224 shares; 2024Q4: 336,702 shares; 2025Q1: 335,931 shares; 2025Q2: 322,293 shares; 2025Q3: 309,682 shares; 2025Q4: 310,069 shares 310,069 $14.4M 4.31% +387 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: 65,249 shares; 2024Q4: 64,851 shares; 2025Q1: 64,412 shares; 2025Q2: 62,852 shares; 2025Q3: 62,760 shares; 2025Q4: 63,009 shares 63,009 $11.8M 3.51% +249 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: 1,309 shares; 2024Q4: 3,509 shares; 2025Q1: 7,526 shares; 2025Q2: 8,864 shares; 2025Q3: 10,540 shares; 2025Q4: 14,093 shares 14,093 $9.61M 2.87% +3,553 Timeline IWR 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: 95,891 shares; 2024Q4: 90,990 shares; 2025Q1: 90,114 shares; 2025Q2: 91,969 shares; 2025Q3: 88,266 shares; 2025Q4: 91,145 shares 91,145 $8.77M 2.62% +2,879 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: 133,671 shares; 2024Q4: 139,545 shares; 2025Q1: 149,675 shares; 2025Q2: 149,663 shares; 2025Q3: 104,151 shares; 2025Q4: 178,343 shares 178,343 $8.69M 2.6% +74,192 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: 27,661 shares; 2024Q4: 27,903 shares; 2025Q1: 27,505 shares; 2025Q2: 26,854 shares; 2025Q3: 26,928 shares; 2025Q4: 27,548 shares 27,548 $7.49M 2.24% +620 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: not reported; 2025Q1: 35,221 shares; 2025Q2: 42,591 shares; 2025Q3: 50,791 shares; 2025Q4: 66,407 shares 66,407 $7.09M 2.12% +15,616 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,822 shares; 2024Q4: 16,459 shares; 2025Q1: 24,077 shares; 2025Q2: 27,018 shares; 2025Q3: 24,744 shares; 2025Q4: 33,319 shares 33,319 $7.07M 2.11% +8,575 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: 10,683 shares; 2024Q4: 10,637 shares; 2025Q1: 10,886 shares; 2025Q2: 10,896 shares; 2025Q3: 10,794 shares; 2025Q4: 10,738 shares 10,738 $6.73M 2.01% -56 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,507 shares; 2024Q4: 125,836 shares; 2025Q1: 185,144 shares; 2025Q2: 196,187 shares; 2025Q3: 222,333 shares; 2025Q4: 287,218 shares 287,218 $6.71M 2.01% +64,885 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,663 shares; 2024Q4: 85,762 shares; 2025Q1: 88,362 shares; 2025Q2: 87,561 shares; 2025Q3: 105,782 shares; 2025Q4: 106,705 shares 106,705 $6.49M 1.94% +923 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: 57,559 shares; 2024Q4: 53,038 shares; 2025Q1: 52,599 shares; 2025Q2: 47,416 shares; 2025Q3: 47,092 shares; 2025Q4: 47,008 shares 47,008 $5.79M 1.73% -84 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: 84,848 shares; 2024Q4: 174,044 shares; 2025Q1: 193,927 shares; 2025Q2: 186,247 shares; 2025Q3: 203,103 shares; 2025Q4: 213,740 shares 213,740 $5.66M 1.69% +10,637 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: 11,006 shares; 2024Q4: 11,383 shares; 2025Q1: 11,095 shares; 2025Q2: 11,294 shares; 2025Q3: 11,325 shares; 2025Q4: 11,460 shares 11,460 $5.54M 1.66% +135 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: 31,145 shares; 2024Q4: 29,401 shares; 2025Q1: 37,818 shares; 2025Q2: 64,318 shares; 2025Q3: 70,138 shares; 2025Q4: 82,336 shares 82,336 $5.53M 1.65% +12,198 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: 3,636 shares; 2024Q4: 3,504 shares; 2025Q1: 7,565 shares; 2025Q2: 9,011 shares; 2025Q3: 14,952 shares; 2025Q4: 15,009 shares 15,009 $5.15M 1.54% +57 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: 15,993 shares; 2024Q4: 15,844 shares; 2025Q1: 24,672 shares; 2025Q2: 26,463 shares; 2025Q3: 28,134 shares; 2025Q4: 33,579 shares 33,579 $4.99M 1.49% +5,445 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 7,187 shares; 2025Q1: 11,846 shares; 2025Q2: 14,002 shares; 2025Q3: 16,232 shares; 2025Q4: 22,217 shares 22,217 $4.55M 1.36% +5,985 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,095 shares; 2024Q4: 11,899 shares; 2025Q1: 31,285 shares; 2025Q2: 37,150 shares; 2025Q3: 44,474 shares; 2025Q4: 59,289 shares 59,289 $4.47M 1.34% +14,815 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: 8,573 shares; 2024Q4: 12,416 shares; 2025Q1: 20,104 shares; 2025Q2: 22,958 shares; 2025Q3: 31,030 shares; 2025Q4: 57,034 shares 57,034 $4.44M 1.33% +26,004 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: 62,927 shares; 2024Q4: 57,295 shares; 2025Q1: 49,263 shares; 2025Q2: 71,259 shares; 2025Q3: 62,371 shares; 2025Q4: 52,506 shares 52,506 $3.75M 1.12% -9,865 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: 51,315 shares; 2024Q4: 56,641 shares; 2025Q1: 40,328 shares; 2025Q2: 52,072 shares; 2025Q3: 34,703 shares; 2025Q4: 32,292 shares 32,292 $3.68M 1.1% -2,411 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,725 shares; 2024Q4: 15,121 shares; 2025Q1: 19,229 shares; 2025Q2: 21,173 shares; 2025Q3: 24,726 shares; 2025Q4: 37,220 shares 37,220 $3.33M 1% +12,494 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,935 shares; 2024Q4: 8,971 shares; 2025Q1: 8,440 shares; 2025Q2: 8,711 shares; 2025Q3: 8,646 shares; 2025Q4: 9,385 shares 9,385 $2.94M 0.88% +739 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: 29,466 shares; 2024Q4: 30,852 shares; 2025Q1: 25,959 shares; 2025Q2: 25,973 shares; 2025Q3: 29,171 shares; 2025Q4: 30,502 shares 30,502 $2.9M 0.87% +1,331 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,848 shares; 2025Q1: 16,903 shares; 2025Q2: 20,497 shares; 2025Q3: 27,930 shares; 2025Q4: 27,528 shares 27,528 $2.8M 0.84% -402 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: 29,672 shares; 2024Q4: 31,451 shares; 2025Q1: 30,617 shares; 2025Q2: 29,777 shares; 2025Q3: 28,226 shares; 2025Q4: 27,505 shares 27,505 $2.75M 0.82% -721 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: 26,912 shares; 2024Q4: 25,909 shares; 2025Q1: 29,428 shares; 2025Q2: 29,726 shares; 2025Q3: 25,672 shares; 2025Q4: 13,689 shares 13,689 $2.72M 0.81% -11,983 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: 11,219 shares; 2024Q4: 11,372 shares; 2025Q1: 11,727 shares; 2025Q2: 11,292 shares; 2025Q3: 11,451 shares; 2025Q4: 11,656 shares 11,656 $2.69M 0.8% +205 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: 5,955 shares; 2024Q4: 6,060 shares; 2025Q1: 6,271 shares; 2025Q2: 7,357 shares; 2025Q3: 7,369 shares; 2025Q4: 7,511 shares 7,511 $2.6M 0.78% +142 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: not reported; 2024Q4: 1,034 shares; 2025Q1: 2,402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,802 shares 3,802 $2.34M 0.7% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 57,948 shares; 2025Q3: 60,152 shares; 2025Q4: 59,112 shares 59,112 $2.28M 0.68% -1,040 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: 5,807 shares; 2025Q1: 4,781 shares; 2025Q2: 5,146 shares; 2025Q3: 5,632 shares; 2025Q4: 9,023 shares 9,023 $2.26M 0.68% +3,391 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,275 shares; 2024Q4: 33,350 shares; 2025Q1: 34,880 shares; 2025Q2: 35,310 shares; 2025Q3: 40,434 shares; 2025Q4: 42,792 shares 42,792 $2.26M 0.68% +2,358 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 27,408 shares; 2025Q3: 60,715 shares; 2025Q4: 65,027 shares 65,027 $2.17M 0.65% +4,312 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: 3,240 shares; 2024Q4: 3,177 shares; 2025Q1: 3,281 shares; 2025Q2: 3,162 shares; 2025Q3: 3,186 shares; 2025Q4: 3,228 shares 3,228 $2.13M 0.64% +42 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: 6,694 shares; 2024Q4: 6,654 shares; 2025Q1: 7,328 shares; 2025Q2: 5,937 shares; 2025Q3: 5,405 shares; 2025Q4: 5,334 shares 5,334 $1.99M 0.6% -71 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: 3,362 shares; 2024Q4: 3,769 shares; 2025Q1: 3,285 shares; 2025Q2: 3,784 shares; 2025Q3: 4,004 shares; 2025Q4: 4,203 shares 4,203 $1.89M 0.57% +199 Timeline IAGG 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: 5,246 shares; 2024Q4: 5,722 shares; 2025Q1: 5,463 shares; 2025Q2: 38,034 shares; 2025Q3: 42,606 shares; 2025Q4: 37,073 shares 37,073 $1.85M 0.55% -5,533 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,015 shares; 2025Q1: 20,895 shares; 2025Q2: 14,463 shares; 2025Q3: 23,422 shares; 2025Q4: 22,054 shares 22,054 $1.79M 0.54% -1,368 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: 20,824 shares; 2024Q4: 21,348 shares; 2025Q1: 16,656 shares; 2025Q2: 19,209 shares; 2025Q3: 19,065 shares; 2025Q4: 20,510 shares 20,510 $1.79M 0.53% +1,445 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: 26,207 shares; 2024Q4: 24,685 shares; 2025Q1: 21,053 shares; 2025Q2: 20,488 shares; 2025Q3: 19,259 shares; 2025Q4: 18,470 shares 18,470 $1.65M 0.49% -789 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: 5,210 shares; 2024Q4: 5,211 shares; 2025Q1: 5,224 shares; 2025Q2: 5,113 shares; 2025Q3: 5,090 shares; 2025Q4: 5,197 shares 5,197 $1.54M 0.46% +107 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,290 shares; 2025Q1: 7,784 shares; 2025Q2: 7,244 shares; 2025Q3: 8,469 shares; 2025Q4: 15,232 shares 15,232 $1.44M 0.43% +6,763 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: 3,801 shares; 2024Q4: 4,029 shares; 2025Q1: 4,292 shares; 2025Q2: 4,361 shares; 2025Q3: 4,389 shares; 2025Q4: 4,452 shares 4,452 $1.4M 0.42% +63 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: 1,358 shares; 2024Q4: 1,293 shares; 2025Q1: 1,326 shares; 2025Q2: 1,256 shares; 2025Q3: 1,268 shares; 2025Q4: 1,281 shares 1,281 $1.38M 0.41% +13 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: 7,814 shares; 2024Q4: 7,756 shares; 2025Q1: 7,661 shares; 2025Q2: 7,470 shares; 2025Q3: 7,198 shares; 2025Q4: 7,142 shares 7,142 $1.36M 0.41% -56 Timeline DFCF 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: 58,495 shares; 2024Q4: 58,495 shares; 2025Q1: 39,477 shares; 2025Q2: 36,178 shares; 2025Q3: 34,160 shares; 2025Q4: 31,112 shares 31,112 $1.32M 0.4% -3,048 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: 3,307 shares; 2024Q4: 3,170 shares; 2025Q1: 3,043 shares; 2025Q2: 2,952 shares; 2025Q3: 2,788 shares; 2025Q4: 2,713 shares 2,713 $1.32M 0.4% -75 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 3,635 shares; 2025Q1: 3,876 shares; 2025Q2: 3,879 shares; 2025Q3: 3,868 shares; 2025Q4: 3,939 shares 3,939 $1.27M 0.38% +71 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,529 shares; 2025Q1: 1,511 shares; 2025Q2: 1,475 shares; 2025Q3: 1,494 shares; 2025Q4: 1,462 shares 1,462 $1.26M 0.38% -32 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: 7,304 shares; 2024Q4: 7,350 shares; 2025Q1: 11,730 shares; 2025Q2: 10,418 shares; 2025Q3: 16,032 shares; 2025Q4: 24,509 shares 24,509 $1.23M 0.37% +8,477 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES 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: 65,130 shares; 2025Q2: 65,130 shares; 2025Q3: 68,436 shares; 2025Q4: 68,436 shares 68,436 $1.21M 0.36% 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: 51,850 shares; 2024Q4: 42,871 shares; 2025Q1: 52,524 shares; 2025Q2: 21,580 shares; 2025Q3: 21,567 shares; 2025Q4: 21,562 shares 21,562 $1.18M 0.35% -5 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: 39,354 shares; 2024Q4: 42,435 shares; 2025Q1: 43,584 shares; 2025Q2: 43,453 shares; 2025Q3: 45,901 shares; 2025Q4: 50,786 shares 50,786 $1.17M 0.35% +4,885 Timeline ITA 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: 5,096 shares; 2025Q4: 5,183 shares 5,183 $1.11M 0.33% +87 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: 2,594 shares; 2024Q4: 2,594 shares; 2025Q1: 1,805 shares; 2025Q2: 1,685 shares; 2025Q3: 1,555 shares; 2025Q4: 1,432 shares 1,432 $1.08M 0.32% -123 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 3,284 shares; 2025Q1: 3,080 shares; 2025Q2: 3,040 shares; 2025Q3: 3,350 shares; 2025Q4: 3,063 shares 3,063 $1.03M 0.31% -287 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,951 shares; 2025Q1: 1,966 shares; 2025Q2: 1,975 shares; 2025Q3: 1,977 shares; 2025Q4: 2,043 shares 2,043 $1.03M 0.31% +66 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,039 shares; 2025Q1: 1,076 shares; 2025Q2: 1,098 shares; 2025Q3: 1,091 shares; 2025Q4: 10,921 shares 10,921 $1.02M 0.31% +9,830 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,283 shares; 2025Q2: 10,672 shares; 2025Q3: 8,299 shares; 2025Q4: 7,932 shares 7,932 $978K 0.29% -367 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 1,660 shares; 2025Q1: 1,729 shares; 2025Q2: 1,680 shares; 2025Q3: 1,638 shares; 2025Q4: 1,667 shares 1,667 $952K 0.28% +29 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 901 shares; 2025Q1: 877 shares; 2025Q2: 871 shares; 2025Q3: 843 shares; 2025Q4: 837 shares 837 $896K 0.27% -6 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: 6,449 shares; 2024Q4: 6,467 shares; 2025Q1: 7,761 shares; 2025Q2: 8,242 shares; 2025Q3: 9,070 shares; 2025Q4: 9,299 shares 9,299 $895K 0.27% +229 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,791 shares; 2024Q4: 20,335 shares; 2025Q1: 21,506 shares; 2025Q2: 19,958 shares; 2025Q3: 19,157 shares; 2025Q4: 18,903 shares 18,903 $870K 0.26% -254 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: 24,819 shares; 2024Q4: 22,623 shares; 2025Q1: 22,159 shares; 2025Q2: 21,624 shares; 2025Q3: 21,826 shares; 2025Q4: 21,128 shares 21,128 $861K 0.26% -698 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: 7,910 shares; 2024Q4: 8,165 shares; 2025Q1: 8,059 shares; 2025Q2: 7,296 shares; 2025Q3: 7,048 shares; 2025Q4: 7,073 shares 7,073 $851K 0.25% +25 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: 1,310 shares; 2024Q4: 1,306 shares; 2025Q1: 1,302 shares; 2025Q2: 1,287 shares; 2025Q3: 1,275 shares; 2025Q4: 1,264 shares 1,264 $837K 0.25% -11 Timeline DFIC 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: 45,935 shares; 2024Q4: 45,510 shares; 2025Q1: 29,108 shares; 2025Q2: 29,009 shares; 2025Q3: 26,452 shares; 2025Q4: 23,770 shares 23,770 $819K 0.24% -2,682 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: 4,937 shares; 2024Q4: 4,837 shares; 2025Q1: 5,149 shares; 2025Q2: 5,124 shares; 2025Q3: 5,004 shares; 2025Q4: 4,793 shares 4,793 $805K 0.24% -211 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: 1,542 shares; 2024Q4: 1,546 shares; 2025Q1: 1,566 shares; 2025Q2: 1,533 shares; 2025Q3: 1,524 shares; 2025Q4: 1,508 shares 1,508 $788K 0.24% -16 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: 3,123 shares; 2024Q4: 3,101 shares; 2025Q1: 3,092 shares; 2025Q2: 3,104 shares; 2025Q3: 3,067 shares; 2025Q4: 3,057 shares 3,057 $786K 0.24% -10 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF 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: 23,491 shares; 2025Q3: 22,287 shares; 2025Q4: 22,084 shares 22,084 $784K 0.23% -203 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,888 shares; 2024Q4: 12,534 shares; 2025Q1: 12,457 shares; 2025Q2: 11,197 shares; 2025Q3: 3,861 shares; 2025Q4: 3,861 shares 3,861 $771K 0.23% 0 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: 12,652 shares; 2024Q4: 12,594 shares; 2025Q1: 12,364 shares; 2025Q2: 12,162 shares; 2025Q3: 11,672 shares; 2025Q4: 11,593 shares 11,593 $765K 0.23% -79 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,602 shares; 2025Q1: 4,612 shares; 2025Q2: 4,386 shares; 2025Q3: 4,400 shares; 2025Q4: 4,452 shares 4,452 $762K 0.23% +52 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 5,511 shares; 2025Q1: 9,919 shares; 2025Q2: 8,340 shares; 2025Q3: 8,723 shares; 2025Q4: 10,051 shares 10,051 $745K 0.22% +1,328 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: 6,708 shares; 2024Q4: 6,773 shares; 2025Q1: 15,365 shares; 2025Q2: 15,448 shares; 2025Q3: 7,218 shares; 2025Q4: 7,174 shares 7,174 $736K 0.22% -44 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,833 shares; 2024Q4: 13,642 shares; 2025Q1: 13,642 shares; 2025Q2: 9,225 shares; 2025Q3: 9,225 shares; 2025Q4: 9,530 shares 9,530 $734K 0.22% +305 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,762 shares; 2024Q4: 14,047 shares; 2025Q1: 20,967 shares; 2025Q2: 21,819 shares; 2025Q3: 25,385 shares; 2025Q4: 29,921 shares 29,921 $700K 0.21% +4,536 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,989 shares; 2024Q4: 22,773 shares; 2025Q1: 22,773 shares; 2025Q2: 22,773 shares; 2025Q3: 11,466 shares; 2025Q4: 11,466 shares 11,466 $695K 0.21% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,951 shares; 2025Q1: 1,971 shares; 2025Q2: 1,965 shares; 2025Q3: 1,959 shares; 2025Q4: 1,954 shares 1,954 $687K 0.21% -5 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: 2,347 shares; 2024Q4: 2,314 shares; 2025Q1: 2,369 shares; 2025Q2: 2,339 shares; 2025Q3: 2,305 shares; 2025Q4: 2,296 shares 2,296 $663K 0.2% -9 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,051 shares; 2024Q4: 12,495 shares; 2025Q1: 12,313 shares; 2025Q2: 12,446 shares; 2025Q3: 12,303 shares; 2025Q4: 12,232 shares 12,232 $659K 0.2% -71 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: 5,468 shares; 2024Q4: 5,343 shares; 2025Q1: 5,383 shares; 2025Q2: 5,301 shares; 2025Q3: 5,335 shares; 2025Q4: 5,346 shares 5,346 $642K 0.19% +11 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,902 shares; 2025Q1: 1,877 shares; 2025Q2: 1,874 shares; 2025Q3: 1,864 shares; 2025Q4: 1,859 shares 1,859 $640K 0.19% -5 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: 1,743 shares; 2024Q4: 1,763 shares; 2025Q1: 1,861 shares; 2025Q2: 1,851 shares; 2025Q3: 1,822 shares; 2025Q4: 1,819 shares 1,819 $638K 0.19% -3 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: 14,074 shares; 2024Q4: 14,226 shares; 2025Q1: 13,576 shares; 2025Q2: 13,822 shares; 2025Q3: 12,982 shares; 2025Q4: 12,895 shares 12,895 $635K 0.19% -87 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,051 shares; 2025Q1: 3,065 shares; 2025Q2: 3,605 shares; 2025Q3: 3,526 shares; 2025Q4: 2,969 shares 2,969 $629K 0.19% -557 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,152 shares; 2025Q1: 3,134 shares; 2025Q2: 3,224 shares; 2025Q3: 3,232 shares; 2025Q4: 3,224 shares 3,224 $628K 0.19% -8 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,551 shares; 2024Q4: 8,546 shares; 2025Q1: 8,359 shares; 2025Q2: 8,522 shares; 2025Q3: 8,508 shares; 2025Q4: 8,151 shares 8,151 $628K 0.19% -357 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $625K 0.19% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,679 shares; 2024Q4: 35,148 shares; 2025Q1: 16,532 shares; 2025Q2: 24,201 shares; 2025Q3: 21,117 shares; 2025Q4: 16,389 shares 16,389 $624K 0.19% -4,728 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: 3,598 shares; 2024Q4: 3,501 shares; 2025Q1: 3,522 shares; 2025Q2: 3,565 shares; 2025Q3: 3,512 shares; 2025Q4: 3,573 shares 3,573 $611K 0.18% +61 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 3,282 shares; 2025Q1: 2,318 shares; 2025Q2: 1,949 shares; 2025Q3: 2,016 shares; 2025Q4: 1,887 shares 1,887 $610K 0.18% -129 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: 27,267 shares; 2024Q4: 31,141 shares; 2025Q1: 24,749 shares; 2025Q2: 18,039 shares; 2025Q3: 22,451 shares; 2025Q4: 24,313 shares 24,313 $605K 0.18% +1,862 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: 3,461 shares; 2024Q4: 3,160 shares; 2025Q1: 3,274 shares; 2025Q2: 3,257 shares; 2025Q3: 2,910 shares; 2025Q4: 2,897 shares 2,897 $600K 0.18% -13 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 6,240 shares; 2025Q1: 6,113 shares; 2025Q2: 6,113 shares; 2025Q3: 6,113 shares; 2025Q4: 6,126 shares 6,126 $595K 0.18% +13 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: 5,368 shares; 2024Q4: 5,374 shares; 2025Q1: 4,916 shares; 2025Q2: 5,213 shares; 2025Q3: 5,236 shares; 2025Q4: 5,333 shares 5,333 $594K 0.18% +97 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,740 shares; 2025Q1: 2,745 shares; 2025Q2: 2,765 shares; 2025Q3: 2,746 shares; 2025Q4: 2,739 shares 2,739 $580K 0.17% -7 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: 2,052 shares; 2024Q4: 1,985 shares; 2025Q1: 2,056 shares; 2025Q2: 2,212 shares; 2025Q3: 2,177 shares; 2025Q4: 2,208 shares 2,208 $567K 0.17% +31 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 5,564 shares; 2025Q1: 11,435 shares; 2025Q2: 10,551 shares; 2025Q3: 11,210 shares; 2025Q4: 11,520 shares 11,520 $551K 0.16% +310 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE 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: 1,422 shares; 2025Q3: 2,211 shares; 2025Q4: 2,235 shares 2,235 $542K 0.16% +24 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: 5,801 shares; 2024Q4: 6,136 shares; 2025Q1: 6,806 shares; 2025Q2: 6,774 shares; 2025Q3: 6,617 shares; 2025Q4: 6,375 shares 6,375 $540K 0.16% -242 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,406 shares; 2025Q1: 2,369 shares; 2025Q2: 2,293 shares; 2025Q3: 2,305 shares; 2025Q4: 2,319 shares 2,319 $536K 0.16% +14 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,051 shares; 2024Q4: 8,998 shares; 2025Q1: 5,607 shares; 2025Q2: 5,265 shares; 2025Q3: 4,888 shares; 2025Q4: 11,003 shares 11,003 $532K 0.16% +6,115 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: 3,149 shares; 2024Q4: 3,149 shares; 2025Q1: 2,495 shares; 2025Q2: 2,450 shares; 2025Q3: 2,251 shares; 2025Q4: 2,160 shares 2,160 $532K 0.16% -91 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 7,426 shares; 2025Q1: 8,008 shares; 2025Q2: 8,310 shares; 2025Q3: 8,803 shares; 2025Q4: 8,593 shares 8,593 $527K 0.16% -210 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: 2,543 shares; 2024Q4: 2,342 shares; 2025Q1: 4,205 shares; 2025Q2: 3,361 shares; 2025Q3: 3,527 shares; 2025Q4: 4,059 shares 4,059 $523K 0.16% +532 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: 3,103 shares; 2024Q4: 3,081 shares; 2025Q1: 2,989 shares; 2025Q2: 2,412 shares; 2025Q3: 2,355 shares; 2025Q4: 2,427 shares 2,427 $520K 0.16% +72 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 10,155 shares; 2025Q1: 10,203 shares; 2025Q2: 10,196 shares; 2025Q3: 10,151 shares; 2025Q4: 10,058 shares 10,058 $503K 0.15% -93 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: 2,589 shares; 2024Q4: 2,589 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,063 shares; 2025Q4: 3,488 shares 3,488 $502K 0.15% +1,425 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,169 shares; 2024Q4: 10,070 shares; 2025Q1: 9,461 shares; 2025Q2: 5,531 shares; 2025Q3: 5,469 shares; 2025Q4: 5,233 shares 5,233 $496K 0.15% -236 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 2,053 shares; 2025Q1: 2,129 shares; 2025Q2: 2,036 shares; 2025Q3: 2,058 shares; 2025Q4: 2,115 shares 2,115 $483K 0.14% +57 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: 3,148 shares; 2024Q4: 3,148 shares; 2025Q1: 2,168 shares; 2025Q2: 2,004 shares; 2025Q3: 1,831 shares; 2025Q4: 1,666 shares 1,666 $480K 0.14% -165 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: 1,198 shares; 2024Q4: 1,204 shares; 2025Q1: 1,206 shares; 2025Q2: 1,256 shares; 2025Q3: 1,223 shares; 2025Q4: 1,245 shares 1,245 $461K 0.14% +22 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,911 shares; 2025Q1: 1,835 shares; 2025Q2: 3,329 shares; 2025Q3: 3,807 shares; 2025Q4: 4,581 shares 4,581 $454K 0.14% +774 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: 1,383 shares; 2024Q4: 1,340 shares; 2025Q1: 1,341 shares; 2025Q2: 1,344 shares; 2025Q3: 1,296 shares; 2025Q4: 1,285 shares 1,285 $433K 0.13% -11 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: 5,841 shares; 2025Q3: 5,020 shares; 2025Q4: 5,197 shares 5,197 $430K 0.13% +177 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 9,617 shares; 2025Q1: 9,510 shares; 2025Q2: 9,252 shares; 2025Q3: 8,902 shares; 2025Q4: 8,806 shares 8,806 $424K 0.13% -96 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,204 shares; 2024Q4: 17,387 shares; 2025Q1: 16,476 shares; 2025Q2: 16,028 shares; 2025Q3: 15,950 shares; 2025Q4: 15,348 shares 15,348 $422K 0.13% -602 Timeline GNMA 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: 8,234 shares; 2024Q4: 8,196 shares; 2025Q1: 8,963 shares; 2025Q2: 9,535 shares; 2025Q3: 9,496 shares; 2025Q4: 9,107 shares 9,107 $406K 0.12% -389 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: 6,427 shares; 2024Q4: 6,998 shares; 2025Q1: 7,026 shares; 2025Q2: 7,116 shares; 2025Q3: 6,987 shares; 2025Q4: 7,319 shares 7,319 $403K 0.12% +332 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,176 shares; 2025Q1: 3,004 shares; 2025Q2: 3,069 shares; 2025Q3: 2,966 shares; 2025Q4: 2,837 shares 2,837 $401K 0.12% -129 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: 5,516 shares; 2025Q1: 6,019 shares; 2025Q2: 5,989 shares; 2025Q3: 5,855 shares; 2025Q4: 5,641 shares 5,641 $400K 0.12% -214 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: 7,739 shares; 2024Q4: 8,157 shares; 2025Q1: 5,756 shares; 2025Q2: 5,756 shares; 2025Q3: 6,706 shares; 2025Q4: 5,382 shares 5,382 $399K 0.12% -1,324 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: not reported; 2025Q1: 1,170 shares; 2025Q2: 1,185 shares; 2025Q3: 1,234 shares; 2025Q4: 1,285 shares 1,285 $396K 0.12% +51 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,574 shares; 2025Q1: 1,575 shares; 2025Q2: 1,557 shares; 2025Q3: 1,556 shares; 2025Q4: 1,561 shares 1,561 $396K 0.12% +5 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: 4,527 shares; 2024Q4: 4,528 shares; 2025Q1: 4,549 shares; 2025Q2: 4,568 shares; 2025Q3: 5,252 shares; 2025Q4: 5,372 shares 5,372 $395K 0.12% +120 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,086 shares; 2025Q1: not reported; 2025Q2: 975 shares; 2025Q3: 1,119 shares; 2025Q4: 1,285 shares 1,285 $390K 0.12% +166 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,428 shares; 2025Q1: 1,676 shares; 2025Q2: 1,551 shares; 2025Q3: 1,419 shares; 2025Q4: 1,292 shares 1,292 $386K 0.12% -127 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: 3,880 shares; 2024Q4: 3,883 shares; 2025Q1: 3,813 shares; 2025Q2: 3,404 shares; 2025Q3: 3,037 shares; 2025Q4: 3,039 shares 3,039 $373K 0.11% +2 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: 4,707 shares; 2024Q4: 4,638 shares; 2025Q1: 4,725 shares; 2025Q2: 4,721 shares; 2025Q3: 4,573 shares; 2025Q4: 4,612 shares 4,612 $370K 0.11% +39 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: 6,597 shares; 2024Q4: 6,868 shares; 2025Q1: 6,773 shares; 2025Q2: 6,787 shares; 2025Q3: 7,021 shares; 2025Q4: 6,934 shares 6,934 $370K 0.11% -87 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 754 shares; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 688 shares; 2025Q4: 1,183 shares 1,183 $357K 0.11% +495 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,698 shares; 2025Q1: 10,539 shares; 2025Q2: 6,886 shares; 2025Q3: 5,490 shares; 2025Q4: 6,200 shares 6,200 $357K 0.11% +710 Timeline SYSB 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: 3,922 shares 3,922 $352K 0.11% new Timeline SLQD 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: 10,933 shares; 2024Q4: 10,798 shares; 2025Q1: 10,705 shares; 2025Q2: 10,269 shares; 2025Q3: 7,268 shares; 2025Q4: 6,917 shares 6,917 $351K 0.1% -351 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 4,988 shares; 2025Q1: 4,730 shares; 2025Q2: 4,933 shares; 2025Q3: 4,830 shares; 2025Q4: 4,946 shares 4,946 $346K 0.1% +116 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: 3,266 shares; 2024Q4: 3,266 shares; 2025Q1: 2,265 shares; 2025Q2: 2,107 shares; 2025Q3: 1,935 shares; 2025Q4: 1,775 shares 1,775 $344K 0.1% -160 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: 293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222 shares; 2025Q4: 315 shares 315 $337K 0.1% +93 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,343 shares; 2025Q1: 2,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,792 shares 1,792 $329K 0.1% new 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: not reported; 2024Q4: 915 shares; 2025Q1: 991 shares; 2025Q2: 1,177 shares; 2025Q3: 1,189 shares; 2025Q4: 1,192 shares 1,192 $326K 0.1% +3 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 6,962 shares; 2025Q1: 4,805 shares; 2025Q2: 5,796 shares; 2025Q3: 7,605 shares; 2025Q4: 7,502 shares 7,502 $325K 0.1% -103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,023 shares; 2025Q4: 7,238 shares 7,238 $320K 0.1% +2,215 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 4,165 shares; 2025Q1: 3,246 shares; 2025Q2: 2,625 shares; 2025Q3: 3,020 shares; 2025Q4: 3,025 shares 3,025 $318K 0.1% +5 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: 526 shares; 2024Q4: 532 shares; 2025Q1: 578 shares; 2025Q2: 569 shares; 2025Q3: 551 shares; 2025Q4: 561 shares 561 $318K 0.09% +10 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,408 shares; 2025Q1: 1,218 shares; 2025Q2: 984 shares; 2025Q3: 829 shares; 2025Q4: 952 shares 952 $314K 0.09% +123 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,550 shares; 2025Q1: 1,557 shares; 2025Q2: 1,534 shares; 2025Q3: 1,540 shares; 2025Q4: 1,212 shares 1,212 $314K 0.09% -328 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 5,367 shares; 2025Q1: 5,370 shares; 2025Q2: 5,581 shares; 2025Q3: 5,432 shares; 2025Q4: 5,556 shares 5,556 $313K 0.09% +124 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: 1,493 shares; 2024Q4: 1,478 shares; 2025Q1: 1,378 shares; 2025Q2: 1,343 shares; 2025Q3: 1,315 shares; 2025Q4: 1,290 shares 1,290 $311K 0.09% -25 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: not reported; 2024Q4: 3,015 shares; 2025Q1: 3,229 shares; 2025Q2: 3,238 shares; 2025Q3: 3,226 shares; 2025Q4: 3,309 shares 3,309 $308K 0.09% +83 Timeline IGSB 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: 5,896 shares; 2024Q4: 5,815 shares; 2025Q1: 5,815 shares; 2025Q2: 5,815 shares; 2025Q3: 5,815 shares; 2025Q4: 5,815 shares 5,815 $307K 0.09% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 12,584 shares; 2025Q1: 12,584 shares; 2025Q2: 12,584 shares; 2025Q3: 25,863 shares; 2025Q4: 25,863 shares 25,863 $303K 0.09% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 948 shares; 2025Q1: 968 shares; 2025Q2: 1,000 shares; 2025Q3: 921 shares; 2025Q4: 924 shares 924 $302K 0.09% +3 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: 2,283 shares; 2024Q4: 2,677 shares; 2025Q1: 2,560 shares; 2025Q2: 2,384 shares; 2025Q3: 2,142 shares; 2025Q4: 2,106 shares 2,106 $302K 0.09% -36 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: 1,871 shares; 2024Q4: 1,789 shares; 2025Q1: 1,513 shares; 2025Q2: 1,369 shares; 2025Q3: not reported; 2025Q4: 1,112 shares 1,112 $298K 0.09% new 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: 4,108 shares; 2024Q4: not reported; 2025Q1: 4,694 shares; 2025Q2: 4,377 shares; 2025Q3: 3,757 shares; 2025Q4: 3,759 shares 3,759 $298K 0.09% +2 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: 3,962 shares; 2024Q4: 3,962 shares; 2025Q1: 2,805 shares; 2025Q2: 2,616 shares; 2025Q3: 2,416 shares; 2025Q4: 2,226 shares 2,226 $297K 0.09% -190 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: 1,041 shares; 2024Q4: 1,142 shares; 2025Q1: 1,097 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,020 shares 1,020 $296K 0.09% -21 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,778 shares; 2025Q1: not reported; 2025Q2: 2,624 shares; 2025Q3: 2,834 shares; 2025Q4: 2,890 shares 2,890 $296K 0.09% +56 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: 977 shares; 2024Q4: 1,000 shares; 2025Q1: 1,013 shares; 2025Q2: 969 shares; 2025Q3: 944 shares; 2025Q4: 961 shares 961 $294K 0.09% +17 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,188 shares; 2025Q1: 1,190 shares; 2025Q2: 1,111 shares; 2025Q3: 1,206 shares; 2025Q4: 1,205 shares 1,205 $293K 0.09% -1 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,499 shares; 2025Q4: 1,634 shares 1,634 $290K 0.09% +135 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: 1,982 shares; 2024Q4: 1,977 shares; 2025Q1: 1,739 shares; 2025Q2: 1,719 shares; 2025Q3: 1,649 shares; 2025Q4: 1,619 shares 1,619 $287K 0.09% -30 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 3,460 shares; 2025Q1: 3,569 shares; 2025Q2: 4,112 shares; 2025Q3: 3,967 shares; 2025Q4: 3,566 shares 3,566 $284K 0.08% -401 Timeline EMGF 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: not reported; 2024Q4: not reported; 2025Q1: 5,078 shares; 2025Q2: 4,898 shares; 2025Q3: 4,863 shares; 2025Q4: 4,886 shares 4,886 $283K 0.08% +23 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,930 shares; 2025Q4: 3,027 shares 3,027 $278K 0.08% +97 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,353 shares; 2025Q1: not reported; 2025Q2: 4,792 shares; 2025Q3: 4,792 shares; 2025Q4: 4,757 shares 4,757 $278K 0.08% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 971 shares 971 $277K 0.08% new 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: 1,918 shares; 2024Q4: 1,698 shares; 2025Q1: 1,396 shares; 2025Q2: not reported; 2025Q3: 1,471 shares; 2025Q4: 1,884 shares 1,884 $270K 0.08% +413 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 965 shares; 2025Q4: 976 shares 976 $269K 0.08% +11 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: 2,873 shares; 2024Q4: 3,028 shares; 2025Q1: 2,974 shares; 2025Q2: 3,082 shares; 2025Q3: 2,997 shares; 2025Q4: 3,012 shares 3,012 $266K 0.08% +15 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 915 shares; 2025Q1: 909 shares; 2025Q2: 912 shares; 2025Q3: 835 shares; 2025Q4: 624 shares 624 $266K 0.08% -211 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 1,508 shares; 2025Q1: 1,456 shares; 2025Q2: 1,417 shares; 2025Q3: 1,348 shares; 2025Q4: 1,302 shares 1,302 $264K 0.08% -46 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: not reported; 2025Q3: not reported; 2025Q4: 3,344 shares 3,344 $263K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 456 shares 456 $261K 0.08% +26 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: 811 shares; 2024Q4: 916 shares; 2025Q1: 896 shares; 2025Q2: 1,065 shares; 2025Q3: 1,076 shares; 2025Q4: 984 shares 984 $261K 0.08% -92 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,661 shares; 2025Q1: 1,590 shares; 2025Q2: 1,588 shares; 2025Q3: 1,614 shares; 2025Q4: 1,680 shares 1,680 $259K 0.08% +66 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: 4,716 shares; 2024Q4: 4,716 shares; 2025Q1: 4,321 shares; 2025Q2: 4,250 shares; 2025Q3: 4,104 shares; 2025Q4: 4,104 shares 4,104 $256K 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,187 shares; 2025Q1: 2,355 shares; 2025Q2: 1,799 shares; 2025Q3: 1,645 shares; 2025Q4: 1,677 shares 1,677 $256K 0.08% +32 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,623 shares; 2024Q4: 4,576 shares; 2025Q1: 4,421 shares; 2025Q2: 1,435 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares 1,409 $255K 0.08% 0 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: not reported; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 796 shares 796 $251K 0.07% -7 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,439 shares 1,439 $244K 0.07% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 2,526 shares; 2025Q3: 2,371 shares; 2025Q4: 2,392 shares 2,392 $244K 0.07% +21 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares 1,695 $239K 0.07% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,555 shares; 2025Q1: 3,932 shares; 2025Q2: 3,911 shares; 2025Q3: 3,479 shares; 2025Q4: 3,573 shares 3,573 $239K 0.07% +94 Timeline JNK 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: 3,728 shares; 2024Q4: 3,615 shares; 2025Q1: 2,864 shares; 2025Q2: 2,875 shares; 2025Q3: 2,648 shares; 2025Q4: 2,445 shares 2,445 $238K 0.07% -203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,671 shares; 2025Q4: 2,775 shares 2,775 $236K 0.07% +104 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: 15,852 shares; 2024Q4: 9,510 shares; 2025Q1: 9,074 shares; 2025Q2: 9,383 shares; 2025Q3: 10,168 shares; 2025Q4: 9,473 shares 9,473 $235K 0.07% -695 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 759 shares; 2025Q1: 723 shares; 2025Q2: 726 shares; 2025Q3: 715 shares; 2025Q4: 746 shares 746 $233K 0.07% +31 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: not reported; 2025Q3: not reported; 2025Q4: 9,034 shares 9,034 $233K 0.07% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 1,946 shares; 2025Q1: 1,920 shares; 2025Q2: 1,932 shares; 2025Q3: 1,873 shares; 2025Q4: 1,848 shares 1,848 $232K 0.07% -25 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 334 shares; 2025Q4: 351 shares 351 $229K 0.07% +17 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: 815 shares; 2024Q4: 791 shares; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 719 shares; 2025Q4: 719 shares 719 $229K 0.07% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 3,749 shares; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 3,571 shares; 2025Q4: 3,433 shares 3,433 $225K 0.07% -138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares 1,612 $225K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: 1,455 shares 1,455 $224K 0.07% -5 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,050 shares; 2025Q4: 1,884 shares 1,884 $220K 0.07% -166 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA 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: not reported; 2025Q3: 1,637 shares; 2025Q4: 1,676 shares 1,676 $220K 0.07% +39 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 247 shares 247 $217K 0.06% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,510 shares; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,542 shares; 2025Q4: 1,529 shares 1,529 $216K 0.06% -13 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: not reported; 2024Q4: not reported; 2025Q1: 3,111 shares; 2025Q2: 4,495 shares; 2025Q3: 4,371 shares; 2025Q4: 3,400 shares 3,400 $216K 0.06% -971 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,185 shares; 2025Q2: 2,249 shares; 2025Q3: 2,206 shares; 2025Q4: 2,250 shares 2,250 $215K 0.06% +44 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS 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: 13,017 shares; 2025Q3: 19,815 shares; 2025Q4: 20,488 shares 20,488 $214K 0.06% +673 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: not reported; 2025Q1: not reported; 2025Q2: 3,050 shares; 2025Q3: 2,979 shares; 2025Q4: 2,918 shares 2,918 $214K 0.06% -61 Timeline FMC FMC CORP More: the full row for FMC 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: 15,000 shares 15,000 $208K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171 shares 171 $208K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 437 shares 437 $207K 0.06% -61 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: 980 shares; 2024Q4: 980 shares; 2025Q1: 677 shares; 2025Q2: 628 shares; 2025Q3: 575 shares; 2025Q4: 525 shares 525 $207K 0.06% -50 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 7,933 shares; 2025Q4: 7,923 shares 7,923 $203K 0.06% -10 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC 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: 1,110 shares 1,110 $203K 0.06% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,122 shares 2,122 $202K 0.06% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: not reported; 2025Q3: 10,066 shares; 2025Q4: 10,066 shares 10,066 $176K 0.05% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,480 shares; 2024Q4: 20,141 shares; 2025Q1: 17,843 shares; 2025Q2: 18,464 shares; 2025Q3: not reported; 2025Q4: 14,816 shares 14,816 $124K 0.04% new LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,147 shares; 2024Q4: 39,147 shares; 2025Q1: 41,119 shares; 2025Q2: 10,657 shares; 2025Q3: 10,657 shares; 2025Q4: 10,657 shares 10,657 $56.5K 0.02% 0 Timeline