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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,473 shares; 2024Q4: 753,350 shares; 2025Q1: 814,487 shares; 2025Q2: 828,196 shares 828,196 $35.1M 5.5% +13,709 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911,954 shares; 2024Q4: 907,090 shares; 2025Q1: 896,019 shares; 2025Q2: 848,007 shares 848,007 $30.4M 4.77% -48,012 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,778 shares; 2024Q4: 231,335 shares; 2025Q1: 243,834 shares; 2025Q2: 250,770 shares 250,770 $27.6M 4.33% +6,936 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,765 shares; 2024Q4: 119,750 shares; 2025Q1: 138,465 shares; 2025Q2: 149,913 shares 149,913 $27.4M 4.3% +11,448 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791,209 shares; 2024Q4: 782,259 shares; 2025Q1: 779,772 shares; 2025Q2: 729,659 shares 729,659 $26M 4.07% -50,113 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,741 shares; 2024Q4: 405,740 shares; 2025Q1: 429,888 shares; 2025Q2: 459,635 shares 459,635 $25M 3.92% +29,747 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,735 shares; 2024Q4: 59,813 shares; 2025Q1: 44,266 shares; 2025Q2: 39,841 shares 39,841 $24.7M 3.88% -4,425 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,449 shares; 2024Q4: 116,709 shares; 2025Q1: 114,290 shares; 2025Q2: 109,386 shares 109,386 $22.4M 3.52% -4,904 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,660 shares; 2024Q4: 59,361 shares; 2025Q1: 86,091 shares; 2025Q2: 99,789 shares 99,789 $19.5M 3.06% +13,698 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,670 shares; 2024Q4: 98,532 shares; 2025Q1: 101,420 shares; 2025Q2: 97,088 shares 97,088 $15.3M 2.4% -4,332 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,428 shares; 2024Q4: 322,645 shares; 2025Q1: 315,888 shares; 2025Q2: 351,836 shares 351,836 $14.9M 2.33% +35,948 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,229 shares; 2024Q4: 503,581 shares; 2025Q1: 505,020 shares; 2025Q2: 474,657 shares 474,657 $14.8M 2.31% -30,363 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,886 shares; 2024Q4: 310,344 shares; 2025Q1: 309,960 shares; 2025Q2: 311,493 shares 311,493 $14.4M 2.26% +1,533 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,136 shares; 2024Q4: 43,050 shares; 2025Q1: 43,763 shares; 2025Q2: 44,786 shares 44,786 $13.6M 2.13% +1,023 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,622 shares; 2024Q4: 415,575 shares; 2025Q1: 344,745 shares; 2025Q2: 390,964 shares 390,964 $13.5M 2.12% +46,219 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,675 shares; 2024Q4: 411,550 shares; 2025Q1: 405,425 shares; 2025Q2: 397,919 shares 397,919 $12.3M 1.94% -7,506 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,252 shares; 2024Q4: 76,176 shares; 2025Q1: 128,866 shares; 2025Q2: 180,290 shares 180,290 $10.8M 1.7% +51,424 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,627 shares; 2024Q4: 18,922 shares; 2025Q1: 18,957 shares; 2025Q2: 19,356 shares 19,356 $9.63M 1.51% +399 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,218 shares; 2024Q4: 4,542 shares; 2025Q1: 20,366 shares; 2025Q2: 27,230 shares 27,230 $8.29M 1.3% +6,864 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,553 shares; 2024Q4: 46,533 shares; 2025Q1: 48,100 shares; 2025Q2: 44,821 shares 44,821 $7.77M 1.22% -3,279 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 14,699 shares; 2025Q1: 67,039 shares; 2025Q2: 75,137 shares 75,137 $7.63M 1.2% +8,098 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,728 shares; 2024Q4: 270,923 shares; 2025Q1: 272,182 shares; 2025Q2: 258,409 shares 258,409 $7.62M 1.19% -13,773 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,213 shares; 2024Q4: 105,797 shares; 2025Q1: not reported; 2025Q2: 112,794 shares 112,794 $7.58M 1.19% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,381 shares; 2024Q4: 139,330 shares; 2025Q1: 140,123 shares; 2025Q2: 139,814 shares 139,814 $7.54M 1.18% -309 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,397 shares; 2025Q1: 27,655 shares; 2025Q2: 29,007 shares 29,007 $6.97M 1.09% +1,352 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,237 shares; 2024Q4: 111,234 shares; 2025Q1: 90,701 shares; 2025Q2: 108,530 shares 108,530 $6.89M 1.08% +17,829 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,436 shares; 2024Q4: 244,958 shares; 2025Q1: 245,388 shares; 2025Q2: 231,700 shares 231,700 $6.88M 1.08% -13,688 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,329 shares; 2024Q4: 168,888 shares; 2025Q1: 135,801 shares; 2025Q2: 104,817 shares 104,817 $6.62M 1.04% -30,984 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,847 shares; 2024Q4: 173,901 shares; 2025Q1: 70,119 shares; 2025Q2: 64,903 shares 64,903 $5.42M 0.85% -5,216 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 9,886 shares; 2025Q1: 9,923 shares; 2025Q2: 9,910 shares 9,910 $5.39M 0.84% -13 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,716 shares; 2024Q4: 186,935 shares; 2025Q1: 187,313 shares; 2025Q2: 161,349 shares 161,349 $5.31M 0.83% -25,964 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,178 shares; 2024Q4: 24,008 shares; 2025Q1: 23,936 shares; 2025Q2: 24,155 shares 24,155 $5.28M 0.83% +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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,464 shares; 2024Q4: 19,761 shares; 2025Q1: 23,191 shares; 2025Q2: 24,052 shares 24,052 $5.28M 0.83% +861 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,895 shares; 2024Q4: 121,892 shares; 2025Q1: 129,614 shares; 2025Q2: 129,616 shares 129,616 $5.14M 0.81% +2 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,390 shares; 2024Q4: 56,774 shares; 2025Q1: not reported; 2025Q2: 53,316 shares 53,316 $5.01M 0.78% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,878 shares; 2024Q4: 25,249 shares; 2025Q1: 21,063 shares; 2025Q2: 15,687 shares 15,687 $4.98M 0.78% -5,376 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,531 shares; 2024Q4: 63,307 shares; 2025Q1: 65,218 shares; 2025Q2: 66,521 shares 66,521 $4.63M 0.73% +1,303 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 7,574 shares; 2025Q1: 8,059 shares; 2025Q2: 7,982 shares 7,982 $4.53M 0.71% -77 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,831 shares; 2024Q4: 74,017 shares; 2025Q1: 76,182 shares; 2025Q2: 78,536 shares 78,536 $4.41M 0.69% +2,354 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,631 shares; 2024Q4: 57,723 shares; 2025Q1: not reported; 2025Q2: 35,289 shares 35,289 $3.95M 0.62% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 37,445 shares; 2025Q1: not reported; 2025Q2: 62,890 shares 62,890 $3.92M 0.61% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,047 shares; 2024Q4: 111,149 shares; 2025Q1: 109,757 shares; 2025Q2: 109,914 shares 109,914 $3.88M 0.61% +157 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 16,336 shares; 2025Q1: 16,338 shares; 2025Q2: 16,340 shares 16,340 $3.74M 0.59% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,363 shares; 2025Q1: 4,447 shares; 2025Q2: 4,766 shares 4,766 $3.52M 0.55% +319 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,127 shares; 2024Q4: 18,301 shares; 2025Q1: 18,854 shares; 2025Q2: 18,960 shares 18,960 $3.47M 0.54% +106 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,248 shares 92,248 $3.28M 0.51% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 15,762 shares; 2025Q1: 15,843 shares; 2025Q2: 18,243 shares 18,243 $3.24M 0.51% +2,400 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,788 shares; 2024Q4: 43,646 shares; 2025Q1: 43,332 shares; 2025Q2: 43,945 shares 43,945 $3.05M 0.48% +613 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,139 shares; 2024Q4: 22,326 shares; 2025Q1: 21,564 shares; 2025Q2: 20,817 shares 20,817 $2.98M 0.47% -747 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,057 shares; 2024Q4: 27,923 shares; 2025Q1: not reported; 2025Q2: 31,088 shares 31,088 $2.88M 0.45% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,067 shares; 2024Q4: 43,343 shares; 2025Q1: 48,682 shares; 2025Q2: 50,938 shares 50,938 $2.69M 0.42% +2,256 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,913 shares; 2025Q1: not reported; 2025Q2: 5,537 shares 5,537 $2.69M 0.42% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,273 shares; 2024Q4: 4,342 shares; 2025Q1: not reported; 2025Q2: 3,963 shares 3,963 $2.63M 0.41% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,817 shares; 2024Q4: 17,732 shares; 2025Q1: 16,758 shares; 2025Q2: 14,202 shares 14,202 $2.51M 0.39% -2,556 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,603 shares; 2024Q4: 5,612 shares; 2025Q1: not reported; 2025Q2: 5,155 shares 5,155 $2.26M 0.35% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 11,114 shares; 2025Q1: 11,310 shares; 2025Q2: 12,601 shares 12,601 $2.23M 0.35% +1,291 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,062 shares 57,062 $2.17M 0.34% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,386 shares; 2024Q4: 32,681 shares; 2025Q1: not reported; 2025Q2: 32,685 shares 32,685 $1.86M 0.29% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,541 shares 63,541 $1.83M 0.29% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 7,593 shares; 2025Q1: 7,720 shares; 2025Q2: 9,260 shares 9,260 $1.81M 0.28% +1,540 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 5,608 shares; 2025Q1: 6,229 shares; 2025Q2: 6,383 shares 6,383 $1.76M 0.28% +154 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,758 shares; 2025Q1: 2,805 shares; 2025Q2: 3,075 shares 3,075 $1.7M 0.27% +270 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 5,300 shares; 2025Q1: not reported; 2025Q2: 5,339 shares 5,339 $1.57M 0.25% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,018 shares; 2025Q1: 1,999 shares; 2025Q2: 1,982 shares 1,982 $1.56M 0.24% -17 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,920 shares; 2025Q1: 4,293 shares; 2025Q2: 3,940 shares 3,940 $1.44M 0.23% -353 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,589 shares; 2025Q1: not reported; 2025Q2: 4,930 shares 4,930 $1.43M 0.22% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,493 shares; 2024Q4: 56,723 shares; 2025Q1: not reported; 2025Q2: 16,164 shares 16,164 $1.43M 0.22% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 4,684 shares; 2025Q1: not reported; 2025Q2: 4,401 shares 4,401 $1.36M 0.21% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,172 shares; 2024Q4: 7,212 shares; 2025Q1: 7,212 shares; 2025Q2: 7,290 shares 7,290 $1.35M 0.21% +78 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,458 shares 26,458 $1.35M 0.21% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,674 shares; 2024Q4: 69,582 shares; 2025Q1: 35,567 shares; 2025Q2: 27,014 shares 27,014 $1.33M 0.21% -8,553 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,654 shares 15,654 $1.27M 0.2% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,449 shares; 2024Q4: 11,057 shares; 2025Q1: 10,772 shares; 2025Q2: 3,576 shares 3,576 $1.27M 0.2% -7,196 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,586 shares; 2025Q1: 1,605 shares; 2025Q2: 1,624 shares 1,624 $1.27M 0.2% +19 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,091 shares; 2024Q4: 66,105 shares; 2025Q1: 57,316 shares; 2025Q2: 54,808 shares 54,808 $1.26M 0.2% -2,508 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 9,202 shares; 2025Q1: 9,221 shares; 2025Q2: 5,174 shares 5,174 $1.23M 0.19% -4,047 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: 26,999 shares; 2025Q1: 27,547 shares; 2025Q2: 25,807 shares 25,807 $1.22M 0.19% -1,740 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 7,332 shares; 2025Q1: 7,535 shares; 2025Q2: 4,813 shares 4,813 $1.2M 0.19% -2,722 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 7,344 shares; 2025Q1: not reported; 2025Q2: 7,231 shares 7,231 $1.15M 0.18% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,114 shares 5,114 $1.14M 0.18% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: 1,883 shares 1,883 $1.09M 0.17% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 5,491 shares; 2025Q1: 5,496 shares; 2025Q2: 5,501 shares 5,501 $1.08M 0.17% +5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,584 shares; 2025Q1: 3,579 shares; 2025Q2: 3,560 shares 3,560 $1.02M 0.16% -19 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,539 shares; 2024Q4: 7,046 shares; 2025Q1: not reported; 2025Q2: 10,637 shares 10,637 $998K 0.16% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,577 shares; 2024Q4: 7,621 shares; 2025Q1: 7,490 shares; 2025Q2: 7,531 shares 7,531 $934K 0.15% +41 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,324 shares; 2024Q4: 17,234 shares; 2025Q1: 15,691 shares; 2025Q2: 16,938 shares 16,938 $933K 0.15% +1,247 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,898 shares; 2024Q4: 12,855 shares; 2025Q1: not reported; 2025Q2: 11,294 shares 11,294 $905K 0.14% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,522 shares; 2025Q1: not reported; 2025Q2: 1,451 shares 1,451 $897K 0.14% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 881 shares; 2025Q1: 939 shares; 2025Q2: 903 shares 903 $893K 0.14% -36 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,837 shares; 2025Q1: 5,445 shares; 2025Q2: 6,546 shares 6,546 $892K 0.14% +1,101 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,046 shares 6,046 $858K 0.13% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,526 shares; 2024Q4: 10,907 shares; 2025Q1: 10,617 shares; 2025Q2: 11,591 shares 11,591 $843K 0.13% +974 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,369 shares; 2025Q1: 2,270 shares; 2025Q2: 2,264 shares 2,264 $830K 0.13% -6 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $828K 0.13% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,163 shares 14,163 $800K 0.13% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,830 shares; 2024Q4: 13,164 shares; 2025Q1: 13,084 shares; 2025Q2: 6,008 shares 6,008 $765K 0.12% -7,076 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,528 shares; 2025Q1: 1,548 shares; 2025Q2: 1,567 shares 1,567 $726K 0.11% +19 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,920 shares 5,920 $716K 0.11% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 717 shares; 2025Q1: 689 shares; 2025Q2: 984 shares 984 $696K 0.11% +295 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 525 shares; 2025Q1: 489 shares; 2025Q2: 520 shares 520 $696K 0.11% +31 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,040 shares; 2024Q4: 17,207 shares; 2025Q1: 15,519 shares; 2025Q2: 15,861 shares 15,861 $694K 0.11% +342 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 7,091 shares; 2025Q1: 6,375 shares; 2025Q2: 6,412 shares 6,412 $691K 0.11% +37 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,164 shares; 2024Q4: 13,294 shares; 2025Q1: not reported; 2025Q2: 14,025 shares 14,025 $689K 0.11% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 2,990 shares; 2025Q1: 2,793 shares; 2025Q2: 2,695 shares 2,695 $682K 0.11% -98 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,630 shares 9,630 $679K 0.11% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 8,620 shares; 2025Q1: 8,651 shares; 2025Q2: 7,487 shares 7,487 $669K 0.1% -1,164 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,545 shares; 2025Q1: 2,480 shares; 2025Q2: 2,381 shares 2,381 $665K 0.1% -99 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,779 shares; 2024Q4: 8,995 shares; 2025Q1: 8,908 shares; 2025Q2: 9,229 shares 9,229 $653K 0.1% +321 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 6,479 shares; 2025Q1: 6,352 shares; 2025Q2: 6,361 shares 6,361 $622K 0.1% +9 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,666 shares; 2025Q1: 4,595 shares; 2025Q2: 4,570 shares 4,570 $622K 0.1% -25 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 6,889 shares; 2025Q1: not reported; 2025Q2: 5,564 shares 5,564 $608K 0.1% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,028 shares 13,028 $589K 0.09% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 5,875 shares; 2025Q1: 5,384 shares; 2025Q2: 5,372 shares 5,372 $587K 0.09% -12 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 5,536 shares; 2025Q1: 5,538 shares; 2025Q2: 5,551 shares 5,551 $585K 0.09% +13 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,638 shares 5,638 $580K 0.09% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 1,821 shares; 2025Q1: not reported; 2025Q2: 2,076 shares 2,076 $566K 0.09% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,865 shares; 2025Q1: 1,839 shares; 2025Q2: 1,751 shares 1,751 $559K 0.09% -88 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 894 shares; 2025Q1: 929 shares; 2025Q2: 1,420 shares 1,420 $551K 0.09% +491 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,819 shares; 2024Q4: 10,492 shares; 2025Q1: 10,964 shares; 2025Q2: 10,934 shares 10,934 $541K 0.08% -30 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 945 shares; 2025Q1: not reported; 2025Q2: 963 shares 963 $541K 0.08% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,419 shares; 2025Q1: not reported; 2025Q2: 1,365 shares 1,365 $528K 0.08% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,445 shares; 2024Q4: 20,051 shares; 2025Q1: 18,454 shares; 2025Q2: 17,732 shares 17,732 $513K 0.08% -722 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,112 shares 10,112 $512K 0.08% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,578 shares; 2025Q1: not reported; 2025Q2: 3,504 shares 3,504 $512K 0.08% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,689 shares; 2025Q1: 1,707 shares; 2025Q2: 1,731 shares 1,731 $508K 0.08% +24 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 5,946 shares; 2025Q1: not reported; 2025Q2: 6,014 shares 6,014 $506K 0.08% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,189 shares; 2025Q2: 1,191 shares 1,191 $506K 0.08% +2 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,766 shares; 2025Q1: 3,796 shares; 2025Q2: 3,776 shares 3,776 $499K 0.08% -20 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 5,484 shares; 2025Q1: 6,037 shares; 2025Q2: 5,994 shares 5,994 $472K 0.07% -43 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,310 shares; 2025Q1: not reported; 2025Q2: 2,057 shares 2,057 $466K 0.07% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,404 shares; 2025Q2: 1,526 shares 1,526 $465K 0.07% +122 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 9,776 shares; 2025Q1: 9,780 shares; 2025Q2: 9,784 shares 9,784 $462K 0.07% +4 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 3,673 shares; 2025Q1: 3,686 shares; 2025Q2: 3,701 shares 3,701 $457K 0.07% +15 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,543 shares; 2025Q1: not reported; 2025Q2: 2,979 shares 2,979 $455K 0.07% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 3,575 shares; 2025Q1: 3,577 shares; 2025Q2: 3,579 shares 3,579 $453K 0.07% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,384 shares; 2024Q4: 12,824 shares; 2025Q1: 19,417 shares; 2025Q2: 10,702 shares 10,702 $452K 0.07% -8,715 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 3,708 shares; 2025Q1: not reported; 2025Q2: 3,517 shares 3,517 $452K 0.07% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,164 shares; 2025Q1: not reported; 2025Q2: 2,175 shares 2,175 $445K 0.07% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,060 shares; 2025Q1: 2,049 shares; 2025Q2: 2,056 shares 2,056 $431K 0.07% +7 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 7,821 shares; 2025Q1: not reported; 2025Q2: 8,215 shares 8,215 $430K 0.07% new Timeline HIMU 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,113 shares; 2025Q2: 8,708 shares 8,708 $423K 0.07% +1,595 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 7,386 shares; 2025Q1: 7,391 shares; 2025Q2: 7,981 shares 7,981 $418K 0.07% +590 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 4,406 shares; 2025Q1: not reported; 2025Q2: 4,579 shares 4,579 $413K 0.06% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,293 shares; 2025Q1: 2,119 shares; 2025Q2: 2,238 shares 2,238 $408K 0.06% +119 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 888 shares; 2025Q1: 907 shares; 2025Q2: 908 shares 908 $397K 0.06% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,697 shares; 2025Q1: 1,698 shares; 2025Q2: 1,701 shares 1,701 $391K 0.06% +3 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,721 shares; 2025Q1: 4,728 shares; 2025Q2: 4,735 shares 4,735 $380K 0.06% +7 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,174 shares; 2025Q1: 1,201 shares; 2025Q2: 1,297 shares 1,297 $379K 0.06% +96 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,677 shares 5,677 $372K 0.06% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 10,730 shares; 2025Q1: 14,542 shares; 2025Q2: 7,271 shares 7,271 $371K 0.06% -7,271 Timeline RPV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,861 shares; 2025Q1: 3,888 shares; 2025Q2: 3,911 shares 3,911 $367K 0.06% +23 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,131 shares; 2025Q1: 4,080 shares; 2025Q2: 3,946 shares 3,946 $362K 0.06% -134 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,221 shares; 2024Q4: 8,735 shares; 2025Q1: not reported; 2025Q2: 8,243 shares 8,243 $357K 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 8,283 shares; 2025Q1: 8,751 shares; 2025Q2: 3,987 shares 3,987 $355K 0.06% -4,764 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,709 shares 3,709 $352K 0.06% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 8,510 shares; 2025Q1: 7,888 shares; 2025Q2: 7,702 shares 7,702 $349K 0.05% -186 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,006 shares; 2025Q1: 1,008 shares; 2025Q2: 1,013 shares 1,013 $348K 0.05% +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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,006 shares; 2025Q2: 5,429 shares 5,429 $347K 0.05% +423 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,767 shares; 2025Q1: 3,781 shares; 2025Q2: 3,799 shares 3,799 $346K 0.05% +18 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 2,008 shares; 2025Q1: 1,676 shares; 2025Q2: 1,677 shares 1,677 $338K 0.05% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,470 shares; 2025Q1: 1,259 shares; 2025Q2: 1,308 shares 1,308 $337K 0.05% +49 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,383 shares; 2024Q4: 8,978 shares; 2025Q1: 7,742 shares; 2025Q2: 6,629 shares 6,629 $330K 0.05% -1,113 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,053 shares; 2025Q1: 4,252 shares; 2025Q2: 4,270 shares 4,270 $330K 0.05% +18 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 32,164 shares; 2025Q1: 13,671 shares; 2025Q2: 13,700 shares 13,700 $326K 0.05% +29 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,806 shares 13,806 $311K 0.05% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,494 shares 13,494 $309K 0.05% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: 603 shares; 2025Q2: 602 shares 602 $309K 0.05% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 4,756 shares; 2025Q1: 4,448 shares; 2025Q2: 4,173 shares 4,173 $307K 0.05% -275 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,294 shares; 2025Q1: 1,286 shares; 2025Q2: 1,287 shares 1,287 $306K 0.05% +1 Timeline AVDV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,784 shares 3,784 $300K 0.05% +69 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,439 shares; 2025Q1: not reported; 2025Q2: 3,726 shares 3,726 $295K 0.05% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,589 shares; 2025Q1: 17,680 shares; 2025Q2: 9,324 shares 9,324 $287K 0.05% -8,356 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,362 shares; 2025Q2: 5,399 shares 5,399 $281K 0.04% +37 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,017 shares 14,017 $278K 0.04% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,154 shares; 2025Q1: 2,169 shares; 2025Q2: 2,178 shares 2,178 $278K 0.04% +9 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,158 shares; 2025Q1: 1,152 shares; 2025Q2: 1,164 shares 1,164 $278K 0.04% +12 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,644 shares 12,644 $277K 0.04% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,358 shares 12,358 $276K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,579 shares; 2025Q1: 1,585 shares; 2025Q2: 1,589 shares 1,589 $272K 0.04% +4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,130 shares; 2025Q1: 2,661 shares; 2025Q2: 2,657 shares 2,657 $268K 0.04% -4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,162 shares; 2025Q2: 2,424 shares 2,424 $266K 0.04% +262 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,780 shares; 2024Q4: 33,780 shares; 2025Q1: 14,447 shares; 2025Q2: 14,447 shares 14,447 $264K 0.04% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,297 shares 11,297 $264K 0.04% new SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 666 shares; 2025Q2: 665 shares 665 $263K 0.04% -1 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,303 shares; 2025Q1: not reported; 2025Q2: 5,496 shares 5,496 $261K 0.04% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,359 shares; 2025Q1: not reported; 2025Q2: 1,336 shares 1,336 $259K 0.04% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,450 shares 3,450 $257K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 576 shares; 2025Q2: 569 shares 569 $251K 0.04% -7 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 4,500 shares; 2025Q1: not reported; 2025Q2: 1,845 shares 1,845 $250K 0.04% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,024 shares; 2025Q1: not reported; 2025Q2: 2,033 shares 2,033 $249K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,593 shares; 2024Q4: 4,301 shares; 2025Q1: 3,552 shares; 2025Q2: 3,576 shares 3,576 $248K 0.04% +24 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,846 shares; 2025Q1: 4,877 shares; 2025Q2: 4,906 shares 4,906 $247K 0.04% +29 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,733 shares 7,733 $245K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 1,589 shares 1,589 $244K 0.04% +1 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,905 shares 2,905 $244K 0.04% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,540 shares; 2025Q1: 2,314 shares; 2025Q2: 2,340 shares 2,340 $244K 0.04% +26 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,970 shares 9,970 $242K 0.04% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,817 shares; 2025Q1: 1,785 shares; 2025Q2: 1,789 shares 1,789 $242K 0.04% +4 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 7,284 shares; 2025Q1: 7,161 shares; 2025Q2: 7,944 shares 7,944 $238K 0.04% +783 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,830 shares 3,830 $234K 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,551 shares; 2025Q1: 2,049 shares; 2025Q2: 1,849 shares 1,849 $234K 0.04% -200 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares 1,145 $234K 0.04% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,657 shares 1,657 $233K 0.04% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,189 shares; 2025Q1: not reported; 2025Q2: 3,160 shares 3,160 $231K 0.04% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 3,922 shares; 2025Q1: 3,843 shares; 2025Q2: 3,717 shares 3,717 $231K 0.04% -126 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 837 shares; 2025Q1: 865 shares; 2025Q2: 738 shares 738 $230K 0.04% -127 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,256 shares; 2024Q4: 14,525 shares; 2025Q1: 14,582 shares; 2025Q2: 14,770 shares 14,770 $230K 0.04% +188 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,092 shares; 2025Q1: not reported; 2025Q2: 3,146 shares 3,146 $224K 0.04% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,048 shares; 2025Q2: 3,067 shares 3,067 $220K 0.03% +19 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 6,656 shares; 2025Q1: 6,702 shares; 2025Q2: 431 shares 431 $220K 0.03% -6,271 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: not reported; 2025Q1: 2,290 shares; 2025Q2: 1,972 shares 1,972 $219K 0.03% -318 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,976 shares; 2025Q1: not reported; 2025Q2: 2,080 shares 2,080 $219K 0.03% new Timeline GII 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,225 shares 3,225 $217K 0.03% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 999 shares; 2025Q1: not reported; 2025Q2: 692 shares 692 $217K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 2,016 shares; 2025Q1: 1,933 shares; 2025Q2: 1,836 shares 1,836 $217K 0.03% -97 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,298 shares 1,298 $216K 0.03% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,072 shares 2,072 $209K 0.03% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,286 shares; 2025Q1: not reported; 2025Q2: 2,289 shares 2,289 $208K 0.03% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,045 shares; 2025Q1: not reported; 2025Q2: 1,620 shares 1,620 $208K 0.03% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,095 shares 4,095 $206K 0.03% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,246 shares 2,246 $206K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 389 shares 389 $206K 0.03% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,844 shares 5,844 $202K 0.03% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,937 shares 3,937 $201K 0.03% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares 274 $201K 0.03% new Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,403 shares; 2024Q4: 11,403 shares; 2025Q1: 11,404 shares; 2025Q2: 11,405 shares 11,405 $113K 0.02% +1 Timeline JPMORGAN CHASE JPMORGAN CHASE More: the full row for JPMORGAN CHASE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares 50,000 $50.2K 0.01% new GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,547 shares; 2025Q2: 16,547 shares 16,547 $47.5K 0.01% 0 Timeline BCLI BRAINSTORM CELL THERAPEUTICS I More: the full row for BRAINSTORM CELL THERAPEUTICS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,666 shares; 2025Q2: 22,666 shares 22,666 $25.4K <0.01% 0 Timeline Oracle Corp Oracle Corp More: the full row for Oracle Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000 $10.8K <0.01% new WESTMORELAND COAL CO XXX WESTMORELAND COAL CO XXX More: the full row for WESTMORELAND COAL CO XXX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares 20,000 $0 0% 0 Value filed as zero, left out of ratios. ENERPULSE TECH XXXREG… ENERPULSE TECH XXXREGISTRAT… More: the full row for ENERPULSE TECH XXXREGISTRATION REVOKED BY THE SEC EFF: 10/24/18 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares 30,000 $0 0% 0 Value filed as zero, left out of ratios. ONEPM INDUSTRIES INC ONEPM INDUSTRIES INC More: the full row for ONEPM INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,666 shares; 2024Q4: 16,666 shares; 2025Q1: 16,666 shares; 2025Q2: 16,666 shares 16,666 $0 0% 0 Value filed as zero, left out of ratios.