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: 46,936 shares; 2024Q4: 48,760 shares; 2025Q1: 53,236 shares; 2025Q2: 54,539 shares; 2025Q3: 57,320 shares; 2025Q4: 59,286 shares 59,286 $28.9M 7.44% +1,966 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: 152,093 shares; 2024Q4: 154,503 shares; 2025Q1: 161,475 shares; 2025Q2: 170,427 shares; 2025Q3: 179,289 shares; 2025Q4: 186,045 shares 186,045 $26.7M 6.87% +6,756 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: 559,259 shares; 2024Q4: 560,569 shares; 2025Q1: 567,641 shares; 2025Q2: 580,020 shares; 2025Q3: 583,935 shares; 2025Q4: 597,596 shares 597,596 $23.7M 6.09% +13,661 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: 19,576 shares; 2024Q4: 20,545 shares; 2025Q1: 21,083 shares; 2025Q2: 21,944 shares; 2025Q3: 22,922 shares; 2025Q4: 23,644 shares 23,644 $16.2M 4.17% +722 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: 115,426 shares; 2024Q4: 116,620 shares; 2025Q1: 117,693 shares; 2025Q2: 117,525 shares; 2025Q3: 119,395 shares; 2025Q4: 119,056 shares 119,056 $14.3M 3.68% -339 Timeline DFUS 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: 115,356 shares; 2024Q4: 133,598 shares; 2025Q1: 151,216 shares; 2025Q2: 160,626 shares; 2025Q3: 176,461 shares; 2025Q4: 184,735 shares 184,735 $13.7M 3.53% +8,274 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: 65,497 shares; 2024Q4: 74,516 shares; 2025Q1: 75,425 shares; 2025Q2: 78,634 shares; 2025Q3: 82,959 shares; 2025Q4: 85,923 shares 85,923 $10.6M 2.72% +2,964 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: 33,009 shares; 2024Q4: 32,301 shares; 2025Q1: 31,950 shares; 2025Q2: 31,340 shares; 2025Q3: 31,994 shares; 2025Q4: 31,028 shares 31,028 $8.44M 2.17% -966 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: 36,908 shares; 2024Q4: 37,865 shares; 2025Q1: 39,585 shares; 2025Q2: 40,808 shares; 2025Q3: 40,685 shares; 2025Q4: 41,647 shares 41,647 $7.95M 2.05% +962 Timeline AOM 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: 130,380 shares; 2024Q4: 134,314 shares; 2025Q1: 136,066 shares; 2025Q2: 140,861 shares; 2025Q3: 140,634 shares; 2025Q4: 145,203 shares 145,203 $6.93M 1.78% +4,569 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: 39,310 shares; 2024Q4: 40,559 shares; 2025Q1: 41,333 shares; 2025Q2: 41,648 shares; 2025Q3: 42,140 shares; 2025Q4: 42,650 shares 42,650 $6.34M 1.63% +510 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: 69,883 shares; 2024Q4: 69,524 shares; 2025Q1: 68,609 shares; 2025Q2: 68,268 shares; 2025Q3: 67,977 shares; 2025Q4: 66,556 shares 66,556 $6.27M 1.61% -1,421 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: 50,769 shares; 2024Q4: 59,762 shares; 2025Q1: 71,316 shares; 2025Q2: 78,276 shares; 2025Q3: 88,690 shares; 2025Q4: 89,186 shares 89,186 $5.89M 1.51% +496 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: 27,008 shares; 2024Q4: 26,959 shares; 2025Q1: 26,997 shares; 2025Q2: 26,997 shares; 2025Q3: 26,532 shares; 2025Q4: 26,700 shares 26,700 $5.87M 1.51% +168 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,132 shares; 2024Q4: 174,077 shares; 2025Q1: 174,914 shares; 2025Q2: 175,613 shares; 2025Q3: 175,830 shares; 2025Q4: 177,767 shares 177,767 $5.82M 1.5% +1,937 Timeline AOK 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: 142,492 shares; 2024Q4: 140,467 shares; 2025Q1: 144,566 shares; 2025Q2: 141,643 shares; 2025Q3: 142,426 shares; 2025Q4: 144,388 shares 144,388 $5.79M 1.49% +1,962 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: 12,381 shares; 2024Q4: 12,964 shares; 2025Q1: 11,300 shares; 2025Q2: 11,745 shares; 2025Q3: 11,860 shares; 2025Q4: 11,641 shares 11,641 $5.63M 1.45% -219 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: 23,123 shares; 2024Q4: 24,924 shares; 2025Q1: 25,069 shares; 2025Q2: 25,216 shares; 2025Q3: 24,743 shares; 2025Q4: 24,117 shares 24,117 $5.57M 1.43% -626 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: 56,059 shares; 2024Q4: 54,008 shares; 2025Q1: 50,035 shares; 2025Q2: 50,203 shares; 2025Q3: 56,329 shares; 2025Q4: 56,323 shares 56,323 $5.07M 1.3% -6 Timeline AVLV 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: 7,340 shares; 2024Q4: 9,020 shares; 2025Q1: 10,830 shares; 2025Q2: 12,084 shares; 2025Q3: 17,377 shares; 2025Q4: 60,916 shares 60,916 $4.62M 1.19% +43,539 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: 98,192 shares; 2024Q4: 98,192 shares; 2025Q1: 98,192 shares; 2025Q2: 98,192 shares; 2025Q3: 98,192 shares; 2025Q4: 98,192 shares 98,192 $4.57M 1.18% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,512 shares; 2024Q4: 11,824 shares; 2025Q1: 12,075 shares; 2025Q2: 12,805 shares; 2025Q3: 12,945 shares; 2025Q4: 13,595 shares 13,595 $4.56M 1.17% +650 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: 4,284 shares; 2024Q4: 4,906 shares; 2025Q1: 5,142 shares; 2025Q2: 5,287 shares; 2025Q3: 5,482 shares; 2025Q4: 6,714 shares 6,714 $4.21M 1.08% +1,232 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,747 shares; 2024Q4: 32,674 shares; 2025Q1: 35,276 shares; 2025Q2: 43,982 shares; 2025Q3: 50,042 shares; 2025Q4: 51,770 shares 51,770 $3.81M 0.98% +1,728 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: 15,528 shares; 2024Q4: 17,612 shares; 2025Q1: 17,931 shares; 2025Q2: 18,057 shares; 2025Q3: 17,846 shares; 2025Q4: 17,950 shares 17,950 $3.81M 0.98% +104 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: 5,238 shares; 2024Q4: 5,498 shares; 2025Q1: 5,706 shares; 2025Q2: 5,726 shares; 2025Q3: 6,191 shares; 2025Q4: 6,161 shares 6,161 $3.78M 0.97% -30 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: 53,669 shares; 2024Q4: 53,797 shares; 2025Q1: 57,199 shares; 2025Q2: 64,851 shares; 2025Q3: 68,458 shares; 2025Q4: 69,175 shares 69,175 $3.66M 0.94% +717 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: 53,951 shares; 2024Q4: 54,075 shares; 2025Q1: 54,088 shares; 2025Q2: 51,373 shares; 2025Q3: 51,340 shares; 2025Q4: 51,552 shares 51,552 $3.59M 0.92% +212 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: 47,202 shares; 2024Q4: 49,176 shares; 2025Q1: 50,286 shares; 2025Q2: 51,602 shares; 2025Q3: 57,864 shares; 2025Q4: 72,387 shares 72,387 $3.53M 0.91% +14,523 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: 59,978 shares; 2024Q4: 72,632 shares; 2025Q1: 69,820 shares; 2025Q2: 69,846 shares; 2025Q3: 70,882 shares; 2025Q4: 71,185 shares 71,185 $3.28M 0.84% +303 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: 23,996 shares; 2024Q4: 32,424 shares; 2025Q1: 34,147 shares; 2025Q2: 34,497 shares; 2025Q3: 35,887 shares; 2025Q4: 37,497 shares 37,497 $3.11M 0.8% +1,610 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,068 shares; 2024Q4: 15,555 shares; 2025Q1: 21,179 shares; 2025Q2: 26,114 shares; 2025Q3: 30,545 shares; 2025Q4: 39,490 shares 39,490 $3.08M 0.79% +8,945 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: 9,669 shares; 2024Q4: 10,827 shares; 2025Q1: 11,692 shares; 2025Q2: 11,705 shares; 2025Q3: 11,705 shares; 2025Q4: 11,893 shares 11,893 $3.07M 0.79% +188 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: 53,946 shares; 2024Q4: 54,346 shares; 2025Q1: 56,403 shares; 2025Q2: 56,348 shares; 2025Q3: 61,076 shares; 2025Q4: 62,269 shares 62,269 $2.9M 0.75% +1,193 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: 21,266 shares; 2024Q4: 21,098 shares; 2025Q1: 20,526 shares; 2025Q2: 20,811 shares; 2025Q3: 20,601 shares; 2025Q4: 19,698 shares 19,698 $2.82M 0.73% -903 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: 24,684 shares; 2024Q4: 89,864 shares; 2025Q1: 106,004 shares; 2025Q2: 118,634 shares; 2025Q3: 119,445 shares; 2025Q4: 102,129 shares 102,129 $2.8M 0.72% -17,316 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: 6,185 shares; 2024Q4: 6,024 shares; 2025Q1: 5,941 shares; 2025Q2: 6,039 shares; 2025Q3: 6,129 shares; 2025Q4: 5,779 shares 5,779 $2.6M 0.67% -350 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: 4,904 shares; 2024Q4: 5,142 shares; 2025Q1: 5,156 shares; 2025Q2: 5,126 shares; 2025Q3: 5,154 shares; 2025Q4: 5,398 shares 5,398 $2.56M 0.66% +244 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: 44,253 shares; 2024Q4: 43,104 shares; 2025Q1: 45,802 shares; 2025Q2: 45,884 shares; 2025Q3: 46,251 shares; 2025Q4: 43,469 shares 43,469 $2.55M 0.66% -2,782 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: 14,120 shares; 2024Q4: 13,881 shares; 2025Q1: 13,312 shares; 2025Q2: 14,154 shares; 2025Q3: 14,131 shares; 2025Q4: 13,630 shares 13,630 $2.54M 0.65% -501 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: 29,268 shares; 2024Q4: 28,502 shares; 2025Q1: 28,387 shares; 2025Q2: 28,000 shares; 2025Q3: 27,904 shares; 2025Q4: 27,649 shares 27,649 $2.47M 0.64% -255 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: 7,628 shares; 2024Q4: 7,684 shares; 2025Q1: 7,799 shares; 2025Q2: 7,686 shares; 2025Q3: 7,683 shares; 2025Q4: 7,555 shares 7,555 $2.37M 0.61% -128 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: 18,497 shares; 2024Q4: 24,870 shares; 2025Q1: 25,530 shares; 2025Q2: 28,687 shares; 2025Q3: 29,977 shares; 2025Q4: 31,283 shares 31,283 $2.32M 0.6% +1,306 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: 3,444 shares; 2024Q4: 3,359 shares; 2025Q1: 3,470 shares; 2025Q2: 3,445 shares; 2025Q3: 3,671 shares; 2025Q4: 3,749 shares 3,749 $2.26M 0.58% +78 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: 18,197 shares; 2024Q4: 18,123 shares; 2025Q1: 18,130 shares; 2025Q2: 18,207 shares; 2025Q3: 18,208 shares; 2025Q4: 17,641 shares 17,641 $2.15M 0.55% -567 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: 15,164 shares; 2024Q4: 23,588 shares; 2025Q1: 26,149 shares; 2025Q2: 31,169 shares; 2025Q3: 35,274 shares; 2025Q4: 41,674 shares 41,674 $2.08M 0.54% +6,400 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: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 2,998 shares; 2025Q2: 2,911 shares; 2025Q3: 3,116 shares; 2025Q4: 3,136 shares 3,136 $2.07M 0.53% +20 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: 16,300 shares; 2024Q4: 16,316 shares; 2025Q1: 16,319 shares; 2025Q2: 16,322 shares; 2025Q3: 22,904 shares; 2025Q4: 23,133 shares 23,133 $2.05M 0.53% +229 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: 5,471 shares; 2024Q4: 5,632 shares; 2025Q1: 5,686 shares; 2025Q2: 6,279 shares; 2025Q3: 6,459 shares; 2025Q4: 6,459 shares 6,459 $2.02M 0.52% 0 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: 15,473 shares; 2024Q4: 17,108 shares; 2025Q1: 19,218 shares; 2025Q2: 22,842 shares; 2025Q3: 25,607 shares; 2025Q4: 24,934 shares 24,934 $1.99M 0.51% -673 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: 5,348 shares; 2024Q4: 5,966 shares; 2025Q1: 6,033 shares; 2025Q2: 5,978 shares; 2025Q3: 6,033 shares; 2025Q4: 6,240 shares 6,240 $1.87M 0.48% +207 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: 3,414 shares; 2024Q4: 3,662 shares; 2025Q1: 3,688 shares; 2025Q2: 3,717 shares; 2025Q3: 3,662 shares; 2025Q4: 3,653 shares 3,653 $1.84M 0.47% -9 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: 14,025 shares; 2024Q4: 13,822 shares; 2025Q1: 13,626 shares; 2025Q2: 13,634 shares; 2025Q3: 12,932 shares; 2025Q4: 12,844 shares 12,844 $1.81M 0.47% -88 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: 17,058 shares; 2024Q4: 21,054 shares; 2025Q1: 21,369 shares; 2025Q2: 22,745 shares; 2025Q3: 22,555 shares; 2025Q4: 23,164 shares 23,164 $1.75M 0.45% +609 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,554 shares; 2024Q4: 16,752 shares; 2025Q1: 16,598 shares; 2025Q2: 16,309 shares; 2025Q3: 15,839 shares; 2025Q4: 15,764 shares 15,764 $1.74M 0.45% -75 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: 7,583 shares; 2024Q4: 7,511 shares; 2025Q1: 7,738 shares; 2025Q2: 8,031 shares; 2025Q3: 8,154 shares; 2025Q4: 8,541 shares 8,541 $1.71M 0.44% +387 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: 2,512 shares; 2024Q4: 2,518 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,493 shares; 2025Q4: 2,485 shares 2,485 $1.69M 0.44% -8 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: 12,774 shares; 2024Q4: 12,343 shares; 2025Q1: 12,467 shares; 2025Q2: 12,737 shares; 2025Q3: 12,570 shares; 2025Q4: 13,055 shares 13,055 $1.57M 0.4% +485 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,483 shares; 2025Q2: 8,869 shares; 2025Q3: 15,828 shares; 2025Q4: 35,364 shares 35,364 $1.54M 0.4% +19,536 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: 9,115 shares; 2024Q4: 9,186 shares; 2025Q1: 11,834 shares; 2025Q2: 24,739 shares; 2025Q3: 32,072 shares; 2025Q4: 41,148 shares 41,148 $1.42M 0.36% +9,076 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: 13,577 shares; 2024Q4: 14,377 shares; 2025Q1: 20,437 shares; 2025Q2: 20,830 shares; 2025Q3: 21,700 shares; 2025Q4: 22,221 shares 22,221 $1.39M 0.36% +521 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: 24,725 shares; 2024Q4: 23,883 shares; 2025Q1: 25,512 shares; 2025Q2: 25,230 shares; 2025Q3: 24,856 shares; 2025Q4: 23,995 shares 23,995 $1.35M 0.35% -861 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 4,607 shares; 2025Q1: 4,681 shares; 2025Q2: 4,112 shares; 2025Q3: 4,124 shares; 2025Q4: 4,041 shares 4,041 $1.3M 0.33% -83 Timeline FELV 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: 26,984 shares; 2024Q4: 36,968 shares; 2025Q1: 37,879 shares; 2025Q2: 37,888 shares; 2025Q3: 37,637 shares; 2025Q4: 37,420 shares 37,420 $1.3M 0.33% -217 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: 5,447 shares; 2024Q4: 5,488 shares; 2025Q1: 5,488 shares; 2025Q2: 5,519 shares; 2025Q3: 5,519 shares; 2025Q4: 6,049 shares 6,049 $1.27M 0.33% +530 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: 2,871 shares; 2024Q4: 3,026 shares; 2025Q1: 3,126 shares; 2025Q2: 3,131 shares; 2025Q3: 3,221 shares; 2025Q4: 3,186 shares 3,186 $1.26M 0.32% -35 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: 7,260 shares; 2024Q4: 11,958 shares; 2025Q1: 14,793 shares; 2025Q2: 14,813 shares; 2025Q3: 17,440 shares; 2025Q4: 20,919 shares 20,919 $1.25M 0.32% +3,479 Timeline VOOG 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: 2,780 shares; 2024Q4: 2,787 shares; 2025Q1: 2,791 shares; 2025Q2: 2,795 shares; 2025Q3: 2,798 shares; 2025Q4: 2,793 shares 2,793 $1.24M 0.32% -5 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: 22,306 shares; 2024Q4: 22,101 shares; 2025Q1: 22,116 shares; 2025Q2: 22,303 shares; 2025Q3: 25,628 shares; 2025Q4: 25,674 shares 25,674 $1.09M 0.28% +46 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: 4,331 shares; 2024Q4: 4,354 shares; 2025Q1: 4,403 shares; 2025Q2: 4,695 shares; 2025Q3: 4,695 shares; 2025Q4: 4,695 shares 4,695 $1.07M 0.28% 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: 5,388 shares; 2024Q4: 5,389 shares; 2025Q1: 5,391 shares; 2025Q2: 5,392 shares; 2025Q3: 5,393 shares; 2025Q4: 5,395 shares 5,395 $1.07M 0.28% +2 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: 29,059 shares; 2024Q4: 25,335 shares; 2025Q1: 21,942 shares; 2025Q2: 21,027 shares; 2025Q3: 20,281 shares; 2025Q4: 19,769 shares 19,769 $1.06M 0.27% -512 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,553 shares; 2024Q4: 21,851 shares; 2025Q1: 22,265 shares; 2025Q2: 22,416 shares; 2025Q3: 22,421 shares; 2025Q4: 22,211 shares 22,211 $1.04M 0.27% -210 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: 1,795 shares; 2024Q4: 1,809 shares; 2025Q1: 1,872 shares; 2025Q2: 2,656 shares; 2025Q3: 3,010 shares; 2025Q4: 3,481 shares 3,481 $1.01M 0.26% +471 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: 17,837 shares; 2024Q4: 17,875 shares; 2025Q1: 18,667 shares; 2025Q2: 18,187 shares; 2025Q3: 18,190 shares; 2025Q4: 18,106 shares 18,106 $992K 0.26% -84 Timeline FBCG 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: 12,896 shares; 2024Q4: 18,597 shares; 2025Q1: 17,905 shares; 2025Q2: 17,722 shares; 2025Q3: 17,910 shares; 2025Q4: 17,905 shares 17,905 $982K 0.25% -5 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: 13,072 shares; 2024Q4: 13,665 shares; 2025Q1: 13,685 shares; 2025Q2: 13,706 shares; 2025Q3: 13,728 shares; 2025Q4: 13,755 shares 13,755 $955K 0.25% +27 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: 764 shares; 2024Q4: 767 shares; 2025Q1: 846 shares; 2025Q2: 867 shares; 2025Q3: 866 shares; 2025Q4: 874 shares 874 $939K 0.24% +8 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 7,236 shares; 2025Q1: 7,319 shares; 2025Q2: 7,324 shares; 2025Q3: 7,324 shares; 2025Q4: 7,347 shares 7,347 $938K 0.24% +23 Timeline PYLD 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: not reported; 2024Q4: 15,298 shares; 2025Q1: 17,260 shares; 2025Q2: 20,865 shares; 2025Q3: 25,996 shares; 2025Q4: 34,763 shares 34,763 $927K 0.24% +8,767 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: 4,883 shares; 2024Q4: 4,700 shares; 2025Q1: 4,777 shares; 2025Q2: 4,957 shares; 2025Q3: 4,765 shares; 2025Q4: 4,471 shares 4,471 $925K 0.24% -294 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,923 shares; 2024Q4: 19,213 shares; 2025Q1: 19,183 shares; 2025Q2: 17,953 shares; 2025Q3: 17,853 shares; 2025Q4: 18,053 shares 18,053 $923K 0.24% +200 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: 8,710 shares; 2024Q4: 7,705 shares; 2025Q1: 8,086 shares; 2025Q2: 8,172 shares; 2025Q3: 9,744 shares; 2025Q4: 9,194 shares 9,194 $918K 0.24% -550 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 4,889 shares; 2025Q1: 4,889 shares; 2025Q2: 4,890 shares; 2025Q3: 4,920 shares; 2025Q4: 4,920 shares 4,920 $913K 0.23% 0 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: 9,274 shares; 2024Q4: 18,548 shares; 2025Q1: 19,988 shares; 2025Q2: 25,006 shares; 2025Q3: 28,185 shares; 2025Q4: 37,614 shares 37,614 $904K 0.23% +9,429 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: 27,766 shares; 2024Q4: 27,349 shares; 2025Q1: 27,333 shares; 2025Q2: 27,344 shares; 2025Q3: 29,111 shares; 2025Q4: 29,145 shares 29,145 $902K 0.23% +34 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,269 shares; 2024Q4: 20,269 shares; 2025Q1: 20,053 shares; 2025Q2: 20,053 shares; 2025Q3: 20,053 shares; 2025Q4: 20,053 shares 20,053 $871K 0.22% 0 Timeline SDSI 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: not reported; 2025Q3: not reported; 2025Q4: 16,500 shares 16,500 $851K 0.22% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 2,904 shares 2,904 $834K 0.21% +1,936 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: 3,160 shares; 2024Q4: 2,648 shares; 2025Q1: 2,628 shares; 2025Q2: 2,624 shares; 2025Q3: 2,595 shares; 2025Q4: 2,765 shares 2,765 $819K 0.21% +170 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: 8,652 shares; 2024Q4: 8,598 shares; 2025Q1: 8,642 shares; 2025Q2: 8,642 shares; 2025Q3: 7,843 shares; 2025Q4: 7,823 shares 7,823 $753K 0.19% -20 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: 3,516 shares; 2024Q4: 3,536 shares; 2025Q1: 3,542 shares; 2025Q2: 3,734 shares; 2025Q3: 3,949 shares; 2025Q4: 3,893 shares 3,893 $714K 0.18% -56 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: 2,786 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,788 shares; 2025Q3: 2,788 shares; 2025Q4: 2,789 shares 2,789 $698K 0.18% +1 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: 9,037 shares; 2024Q4: 9,278 shares; 2025Q1: 9,315 shares; 2025Q2: 9,127 shares; 2025Q3: 8,937 shares; 2025Q4: 8,939 shares 8,939 $694K 0.18% +2 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: 2,060 shares; 2024Q4: 2,041 shares; 2025Q1: 2,066 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,053 shares 2,053 $672K 0.17% -5 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares 11,400 $655K 0.17% 0 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: 6,967 shares; 2024Q4: 7,366 shares; 2025Q1: 7,466 shares; 2025Q2: 7,606 shares; 2025Q3: 7,656 shares; 2025Q4: 7,706 shares 7,706 $652K 0.17% +50 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: 6,182 shares; 2024Q4: 4,574 shares; 2025Q1: 4,603 shares; 2025Q2: 5,557 shares; 2025Q3: 5,558 shares; 2025Q4: 5,605 shares 5,605 $624K 0.16% +47 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 4,615 shares; 2025Q1: 4,615 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares 4,460 $621K 0.16% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,184 shares; 2025Q2: 3,382 shares; 2025Q3: 3,494 shares; 2025Q4: 3,425 shares 3,425 $609K 0.16% -69 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,735 shares; 2025Q1: 1,601 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,560 shares 1,560 $593K 0.15% -42 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: 6,499 shares; 2024Q4: 6,499 shares; 2025Q1: 6,499 shares; 2025Q2: 6,378 shares; 2025Q3: 6,378 shares; 2025Q4: 6,835 shares 6,835 $572K 0.15% +457 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,716 shares; 2025Q1: 2,720 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,718 shares 2,718 $558K 0.14% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,759 shares; 2024Q4: 7,734 shares; 2025Q1: 7,804 shares; 2025Q2: 8,345 shares; 2025Q3: 8,340 shares; 2025Q4: 9,976 shares 9,976 $549K 0.14% +1,636 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: 6,481 shares; 2025Q3: 9,350 shares; 2025Q4: 9,439 shares 9,439 $535K 0.14% +89 Timeline DFSI 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: 12,274 shares; 2024Q4: 12,274 shares; 2025Q1: 12,274 shares; 2025Q2: 12,274 shares; 2025Q3: 12,274 shares; 2025Q4: 12,274 shares 12,274 $526K 0.14% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,996 shares; 2024Q4: 7,770 shares; 2025Q1: 7,722 shares; 2025Q2: 7,722 shares; 2025Q3: 8,397 shares; 2025Q4: 8,013 shares 8,013 $516K 0.13% -384 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,802 shares 4,802 $514K 0.13% 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: 9,685 shares; 2024Q4: 9,785 shares; 2025Q1: 9,876 shares; 2025Q2: 9,876 shares; 2025Q3: 9,976 shares; 2025Q4: 9,976 shares 9,976 $506K 0.13% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,308 shares; 2025Q2: 5,308 shares; 2025Q3: 5,308 shares; 2025Q4: 5,308 shares 5,308 $494K 0.13% 0 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: 5,193 shares; 2024Q4: 5,193 shares; 2025Q1: 5,193 shares; 2025Q2: 5,193 shares; 2025Q3: 5,193 shares; 2025Q4: 6,011 shares 6,011 $488K 0.13% +818 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: 5,507 shares; 2024Q4: 5,509 shares; 2025Q1: 5,512 shares; 2025Q2: 6,277 shares; 2025Q3: 6,278 shares; 2025Q4: 6,296 shares 6,296 $485K 0.12% +18 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: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,688 shares; 2025Q2: 4,688 shares; 2025Q3: 4,688 shares; 2025Q4: 4,388 shares 4,388 $450K 0.12% -300 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 5,578 shares; 2025Q1: 5,578 shares; 2025Q2: 5,578 shares; 2025Q3: 5,578 shares; 2025Q4: 4,260 shares 4,260 $443K 0.11% -1,318 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,630 shares; 2025Q4: 11,585 shares 11,585 $442K 0.11% -45 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: 7,828 shares; 2024Q4: 5,718 shares; 2025Q1: 4,761 shares; 2025Q2: 3,808 shares; 2025Q3: 3,617 shares; 2025Q4: 6,413 shares 6,413 $431K 0.11% +2,796 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: 16,168 shares; 2024Q4: 15,725 shares; 2025Q1: 14,755 shares; 2025Q2: 14,069 shares; 2025Q3: 12,870 shares; 2025Q4: 10,554 shares 10,554 $430K 0.11% -2,316 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: 24,589 shares; 2024Q4: 24,545 shares; 2025Q1: 18,125 shares; 2025Q2: 18,785 shares; 2025Q3: 17,607 shares; 2025Q4: 17,131 shares 17,131 $426K 0.11% -476 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: 3,040 shares; 2024Q4: 3,314 shares; 2025Q1: 3,412 shares; 2025Q2: 3,843 shares; 2025Q3: 3,406 shares; 2025Q4: 3,256 shares 3,256 $408K 0.1% -150 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 2,186 shares; 2025Q3: 2,020 shares; 2025Q4: 2,078 shares 2,078 $405K 0.1% +58 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 5,058 shares; 2025Q1: 5,060 shares; 2025Q2: 5,063 shares; 2025Q3: 5,058 shares; 2025Q4: 5,058 shares 5,058 $402K 0.1% 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: 2,057 shares; 2024Q4: 2,098 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,071 shares; 2025Q4: 1,874 shares 1,874 $401K 0.1% -197 Timeline AVSF 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: 4,300 shares; 2025Q3: 7,300 shares; 2025Q4: 8,500 shares 8,500 $400K 0.1% +1,200 Timeline HELO 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: not reported; 2025Q2: 5,730 shares; 2025Q3: 5,777 shares; 2025Q4: 6,023 shares 6,023 $400K 0.1% +246 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP 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: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $396K 0.1% 0 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: 436 shares; 2024Q4: 486 shares; 2025Q1: 404 shares; 2025Q2: 426 shares; 2025Q3: 440 shares; 2025Q4: 458 shares 458 $395K 0.1% +18 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 3,030 shares; 2025Q4: 3,036 shares 3,036 $392K 0.1% +6 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 3,984 shares; 2025Q1: 4,134 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares 4,110 $386K 0.1% 0 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: 1,558 shares; 2025Q4: 1,309 shares 1,309 $374K 0.1% -249 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: 5,976 shares; 2024Q4: 3,206 shares; 2025Q1: 3,207 shares; 2025Q2: 4,011 shares; 2025Q3: 4,017 shares; 2025Q4: 3,979 shares 3,979 $371K 0.1% -38 Timeline DFLV 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: not reported; 2025Q3: not reported; 2025Q4: 10,830 shares 10,830 $370K 0.1% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,464 shares 3,464 $370K 0.1% new 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: 897 shares; 2024Q4: 915 shares; 2025Q1: 995 shares; 2025Q2: 994 shares; 2025Q3: 1,027 shares; 2025Q4: 1,029 shares 1,029 $361K 0.09% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,303 shares; 2025Q3: 1,295 shares; 2025Q4: 1,985 shares 1,985 $360K 0.09% +690 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,529 shares; 2025Q4: 15,073 shares 15,073 $357K 0.09% +3,544 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: not reported; 2024Q4: not reported; 2025Q1: 5,378 shares; 2025Q2: 5,382 shares; 2025Q3: 5,332 shares; 2025Q4: 4,970 shares 4,970 $355K 0.09% -362 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: 1,635 shares; 2024Q4: 1,604 shares; 2025Q1: 1,641 shares; 2025Q2: 1,642 shares; 2025Q3: 1,663 shares; 2025Q4: 1,612 shares 1,612 $354K 0.09% -51 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: 6,748 shares; 2024Q4: 6,432 shares; 2025Q1: 6,432 shares; 2025Q2: 6,298 shares; 2025Q3: 6,292 shares; 2025Q4: 6,134 shares 6,134 $354K 0.09% -158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares 948 $351K 0.09% 0 Timeline IHY VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,101 shares; 2025Q3: 15,999 shares; 2025Q4: 15,925 shares 15,925 $350K 0.09% -74 Timeline IYF 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: 2,814 shares; 2024Q4: 2,735 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,716 shares; 2025Q4: 2,716 shares 2,716 $350K 0.09% 0 Timeline IGEB 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: 4,732 shares; 2024Q4: 7,644 shares; 2025Q1: 7,644 shares; 2025Q2: 7,644 shares; 2025Q3: 7,644 shares; 2025Q4: 7,644 shares 7,644 $349K 0.09% 0 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: 4,804 shares; 2024Q4: 4,804 shares; 2025Q1: 4,804 shares; 2025Q2: 4,804 shares; 2025Q3: 4,564 shares; 2025Q4: 4,664 shares 4,664 $343K 0.09% +100 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: not reported; 2024Q4: 4,271 shares; 2025Q1: 4,271 shares; 2025Q2: 4,335 shares; 2025Q3: 4,335 shares; 2025Q4: 4,352 shares 4,352 $343K 0.09% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: 773 shares 773 $330K 0.08% -2 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: not reported; 2025Q3: 2,850 shares; 2025Q4: 3,211 shares 3,211 $327K 0.08% +361 Timeline DFAW 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: 5,024 shares; 2024Q4: 5,102 shares; 2025Q1: 4,140 shares; 2025Q2: 4,141 shares; 2025Q3: 4,172 shares; 2025Q4: 4,173 shares 4,173 $309K 0.08% +1 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $292K 0.08% 0 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: 695 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 509 shares 509 $290K 0.07% -100 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: 3,736 shares; 2024Q4: 3,817 shares; 2025Q1: 2,982 shares; 2025Q2: 2,983 shares; 2025Q3: 2,981 shares; 2025Q4: 2,979 shares 2,979 $286K 0.07% -2 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,601 shares; 2025Q1: 1,657 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares 1,780 $285K 0.07% 0 Timeline MINT 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: 2,800 shares; 2024Q4: 2,806 shares; 2025Q1: 2,811 shares; 2025Q2: 2,816 shares; 2025Q3: 2,821 shares; 2025Q4: 2,826 shares 2,826 $284K 0.07% +5 Timeline DFNM 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: not reported; 2025Q3: not reported; 2025Q4: 5,875 shares 5,875 $283K 0.07% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 1,723 shares; 2025Q2: 1,721 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares 1,723 $282K 0.07% 0 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: 1,258 shares; 2024Q4: 1,242 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,273 shares; 2025Q4: 873 shares 873 $282K 0.07% -400 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,760 shares; 2025Q1: 1,770 shares; 2025Q2: 1,688 shares; 2025Q3: 1,751 shares; 2025Q4: 1,829 shares 1,829 $279K 0.07% +78 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: 7,025 shares; 2024Q4: 7,025 shares; 2025Q1: 6,628 shares; 2025Q2: 6,628 shares; 2025Q3: 7,047 shares; 2025Q4: 7,047 shares 7,047 $269K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 913 shares; 2025Q3: 868 shares; 2025Q4: 868 shares 868 $267K 0.07% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,500 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 23,000 shares; 2025Q4: 23,287 shares 23,287 $267K 0.07% +287 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: 2,816 shares; 2024Q4: 2,616 shares; 2025Q1: 2,616 shares; 2025Q2: 2,616 shares; 2025Q3: 2,521 shares; 2025Q4: 2,321 shares 2,321 $255K 0.07% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 782 shares; 2025Q4: 834 shares 834 $253K 0.07% +52 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,020 shares; 2025Q4: 2,085 shares 2,085 $252K 0.06% +65 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: 5,584 shares; 2024Q4: 4,858 shares; 2025Q1: 4,839 shares; 2025Q2: 4,840 shares; 2025Q3: 4,661 shares; 2025Q4: 4,558 shares 4,558 $249K 0.06% -103 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: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 882 shares 882 $246K 0.06% -3 Timeline KORP 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: 7,950 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 5,200 shares 5,200 $246K 0.06% -1,000 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: not reported; 2024Q4: 716 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 808 shares 808 $244K 0.06% -36 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: not reported; 2024Q4: not reported; 2025Q1: 1,945 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,976 shares 1,976 $243K 0.06% +45 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: 480 shares; 2024Q4: 480 shares; 2025Q1: 459 shares; 2025Q2: 460 shares; 2025Q3: 440 shares; 2025Q4: 425 shares 425 $242K 0.06% -15 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: 690 shares; 2024Q4: 695 shares; 2025Q1: 724 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 703 shares 703 $242K 0.06% -259 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 929 shares 929 $241K 0.06% 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: 679 shares; 2024Q4: 680 shares; 2025Q1: 706 shares; 2025Q2: 682 shares; 2025Q3: 681 shares; 2025Q4: 681 shares 681 $239K 0.06% 0 Timeline VALQ 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $238K 0.06% 0 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: 2,348 shares; 2024Q4: 2,348 shares; 2025Q1: 2,746 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 5,282 shares 5,282 $236K 0.06% +2,441 Timeline FLV 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: 3,050 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $235K 0.06% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,413 shares; 2025Q1: 2,400 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 2,018 shares 2,018 $230K 0.06% -265 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: 3,194 shares; 2024Q4: 3,194 shares; 2025Q1: 3,139 shares; 2025Q2: 3,025 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares 2,925 $228K 0.06% 0 Timeline TAXF 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: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $227K 0.06% new 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: 2,493 shares; 2024Q4: 2,518 shares; 2025Q1: 2,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares 2,150 $226K 0.06% new 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: 2,092 shares; 2024Q4: 8,369 shares; 2025Q1: 8,377 shares; 2025Q2: 7,377 shares; 2025Q3: 7,502 shares; 2025Q4: 6,934 shares 6,934 $226K 0.06% -568 Timeline FLOT 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: 4,498 shares; 2024Q4: 4,498 shares; 2025Q1: 4,498 shares; 2025Q2: 4,398 shares; 2025Q3: 4,398 shares; 2025Q4: 4,398 shares 4,398 $224K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 646 shares 646 $224K 0.06% new 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: 718 shares; 2024Q4: 716 shares; 2025Q1: 717 shares; 2025Q2: 712 shares; 2025Q3: 609 shares; 2025Q4: 489 shares 489 $222K 0.06% -120 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: 2,293 shares; 2025Q1: 2,298 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,295 shares 2,295 $219K 0.06% -5 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: 1,238 shares; 2024Q4: 1,108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares 1,008 $214K 0.05% 0 Timeline IDEV 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: 2,559 shares 2,559 $211K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 626 shares 626 $211K 0.05% 0 Timeline DFSD 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: not reported; 2025Q3: 4,365 shares; 2025Q4: 4,365 shares 4,365 $209K 0.05% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 4,202 shares 4,202 $209K 0.05% +604 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares 1,233 $207K 0.05% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,380 shares; 2025Q4: 3,046 shares 3,046 $205K 0.05% -334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,526 shares 5,526 $204K 0.05% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: 806 shares; 2025Q3: 804 shares; 2025Q4: 710 shares 710 $203K 0.05% -94 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 4,505 shares; 2025Q1: not reported; 2025Q2: 3,231 shares; 2025Q3: 3,141 shares; 2025Q4: 3,046 shares 3,046 $200K 0.05% -95 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,001 shares; 2025Q2: 18,001 shares; 2025Q3: 18,001 shares; 2025Q4: 17,984 shares 17,984 $141K 0.04% -17 Timeline