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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,473 shares; 2024Q4: 753,350 shares; 2025Q1: 814,487 shares; 2025Q2: 828,196 shares; 2025Q3: 813,588 shares 813,588 $37.2M 5.24% -14,608 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911,954 shares; 2024Q4: 907,090 shares; 2025Q1: 896,019 shares; 2025Q2: 848,007 shares; 2025Q3: 844,627 shares 844,627 $32.6M 4.59% -3,380 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,778 shares; 2024Q4: 231,335 shares; 2025Q1: 243,834 shares; 2025Q2: 250,770 shares; 2025Q3: 257,637 shares 257,637 $31.1M 4.38% +6,867 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,765 shares; 2024Q4: 119,750 shares; 2025Q1: 138,465 shares; 2025Q2: 149,913 shares; 2025Q3: 156,124 shares 156,124 $30.4M 4.28% +6,211 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,449 shares; 2024Q4: 116,709 shares; 2025Q1: 114,290 shares; 2025Q2: 109,386 shares; 2025Q3: 111,291 shares 111,291 $28.3M 3.99% +1,905 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,741 shares; 2024Q4: 405,740 shares; 2025Q1: 429,888 shares; 2025Q2: 459,635 shares; 2025Q3: 472,875 shares 472,875 $28M 3.94% +13,240 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791,209 shares; 2024Q4: 782,259 shares; 2025Q1: 779,772 shares; 2025Q2: 729,659 shares; 2025Q3: 726,002 shares 726,002 $27.4M 3.86% -3,657 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,735 shares; 2024Q4: 59,813 shares; 2025Q1: 44,266 shares; 2025Q2: 39,841 shares; 2025Q3: 40,259 shares 40,259 $26.9M 3.79% +418 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,660 shares; 2024Q4: 59,361 shares; 2025Q1: 86,091 shares; 2025Q2: 99,789 shares; 2025Q3: 105,150 shares 105,150 $21.7M 3.06% +5,361 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,670 shares; 2024Q4: 98,532 shares; 2025Q1: 101,420 shares; 2025Q2: 97,088 shares; 2025Q3: 98,652 shares 98,652 $18.4M 2.59% +1,564 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,886 shares; 2024Q4: 310,344 shares; 2025Q1: 309,960 shares; 2025Q2: 311,493 shares; 2025Q3: 334,802 shares 334,802 $15.6M 2.2% +23,309 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,229 shares; 2024Q4: 503,581 shares; 2025Q1: 505,020 shares; 2025Q2: 474,657 shares; 2025Q3: 471,529 shares 471,529 $15.5M 2.18% -3,128 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,428 shares; 2024Q4: 322,645 shares; 2025Q1: 315,888 shares; 2025Q2: 351,836 shares; 2025Q3: 355,856 shares 355,856 $15.2M 2.14% +4,020 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,136 shares; 2024Q4: 43,050 shares; 2025Q1: 43,763 shares; 2025Q2: 44,786 shares; 2025Q3: 44,071 shares 44,071 $14.5M 2.04% -715 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,622 shares; 2024Q4: 415,575 shares; 2025Q1: 344,745 shares; 2025Q2: 390,964 shares; 2025Q3: 391,637 shares 391,637 $14.2M 2% +673 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,675 shares; 2024Q4: 411,550 shares; 2025Q1: 405,425 shares; 2025Q2: 397,919 shares; 2025Q3: 396,884 shares 396,884 $13.1M 1.84% -1,035 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,252 shares; 2024Q4: 76,176 shares; 2025Q1: 128,866 shares; 2025Q2: 180,290 shares; 2025Q3: 194,372 shares 194,372 $12.8M 1.8% +14,082 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,627 shares; 2024Q4: 18,922 shares; 2025Q1: 18,957 shares; 2025Q2: 19,356 shares; 2025Q3: 19,559 shares 19,559 $10.1M 1.43% +203 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,218 shares; 2024Q4: 4,542 shares; 2025Q1: 20,366 shares; 2025Q2: 27,230 shares; 2025Q3: 28,898 shares 28,898 $9.62M 1.35% +1,668 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,553 shares; 2024Q4: 46,533 shares; 2025Q1: 48,100 shares; 2025Q2: 44,821 shares; 2025Q3: 44,807 shares 44,807 $8.78M 1.24% -14 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,237 shares; 2024Q4: 111,234 shares; 2025Q1: 90,701 shares; 2025Q2: 108,530 shares; 2025Q3: 125,784 shares 125,784 $8.53M 1.2% +17,254 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 14,699 shares; 2025Q1: 67,039 shares; 2025Q2: 75,137 shares; 2025Q3: 79,800 shares 79,800 $8.22M 1.16% +4,663 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,381 shares; 2024Q4: 139,330 shares; 2025Q1: 140,123 shares; 2025Q2: 139,814 shares; 2025Q3: 140,005 shares 140,005 $8.15M 1.15% +191 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,213 shares; 2024Q4: 105,797 shares; 2025Q1: not reported; 2025Q2: 112,794 shares; 2025Q3: 111,246 shares 111,246 $7.94M 1.12% -1,548 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,728 shares; 2024Q4: 270,923 shares; 2025Q1: 272,182 shares; 2025Q2: 258,409 shares; 2025Q3: 259,618 shares 259,618 $7.89M 1.11% +1,209 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,397 shares; 2025Q1: 27,655 shares; 2025Q2: 29,007 shares; 2025Q3: 30,276 shares 30,276 $7.76M 1.09% +1,269 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,436 shares; 2024Q4: 244,958 shares; 2025Q1: 245,388 shares; 2025Q2: 231,700 shares; 2025Q3: 231,075 shares 231,075 $7.41M 1.04% -625 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,178 shares; 2024Q4: 24,008 shares; 2025Q1: 23,936 shares; 2025Q2: 24,155 shares; 2025Q3: 25,350 shares 25,350 $7.13M 1% +1,195 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,878 shares; 2024Q4: 25,249 shares; 2025Q1: 21,063 shares; 2025Q2: 15,687 shares; 2025Q3: 15,355 shares 15,355 $6.83M 0.96% -332 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,329 shares; 2024Q4: 168,888 shares; 2025Q1: 135,801 shares; 2025Q2: 104,817 shares; 2025Q3: 98,427 shares 98,427 $6.64M 0.94% -6,390 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,758 shares; 2025Q1: 2,805 shares; 2025Q2: 3,075 shares; 2025Q3: 9,622 shares 9,622 $5.78M 0.81% +6,547 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,716 shares; 2024Q4: 186,935 shares; 2025Q1: 187,313 shares; 2025Q2: 161,349 shares; 2025Q3: 158,348 shares 158,348 $5.65M 0.8% -3,001 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,847 shares; 2024Q4: 173,901 shares; 2025Q1: 70,119 shares; 2025Q2: 64,903 shares; 2025Q3: 61,698 shares 61,698 $5.39M 0.76% -3,205 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,390 shares; 2024Q4: 56,774 shares; 2025Q1: not reported; 2025Q2: 53,316 shares; 2025Q3: 55,610 shares 55,610 $5.29M 0.75% +2,294 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,464 shares; 2024Q4: 19,761 shares; 2025Q1: 23,191 shares; 2025Q2: 24,052 shares; 2025Q3: 23,842 shares 23,842 $5.24M 0.74% -210 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 7,574 shares; 2025Q1: 8,059 shares; 2025Q2: 7,982 shares; 2025Q3: 8,238 shares 8,238 $5.04M 0.71% +256 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,531 shares; 2024Q4: 63,307 shares; 2025Q1: 65,218 shares; 2025Q2: 66,521 shares; 2025Q3: 65,941 shares 65,941 $4.67M 0.66% -580 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,522 shares; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 7,011 shares 7,011 $4.67M 0.66% +5,560 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,895 shares; 2024Q4: 121,892 shares; 2025Q1: 129,614 shares; 2025Q2: 129,616 shares; 2025Q3: 129,614 shares 129,614 $4.59M 0.65% -2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 37,445 shares; 2025Q1: not reported; 2025Q2: 62,890 shares; 2025Q3: 62,958 shares 62,958 $4.58M 0.65% +68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,831 shares; 2024Q4: 74,017 shares; 2025Q1: 76,182 shares; 2025Q2: 78,536 shares; 2025Q3: 78,091 shares 78,091 $4.44M 0.63% -445 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 9,886 shares; 2025Q1: 9,923 shares; 2025Q2: 9,910 shares; 2025Q3: 9,921 shares 9,921 $4.44M 0.62% +11 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,631 shares; 2024Q4: 57,723 shares; 2025Q1: not reported; 2025Q2: 35,289 shares; 2025Q3: 38,758 shares 38,758 $4.41M 0.62% +3,469 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,248 shares; 2025Q3: 111,120 shares 111,120 $4.21M 0.59% +18,872 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,047 shares; 2024Q4: 111,149 shares; 2025Q1: 109,757 shares; 2025Q2: 109,914 shares; 2025Q3: 110,376 shares 110,376 $4.16M 0.59% +462 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 15,762 shares; 2025Q1: 15,843 shares; 2025Q2: 18,243 shares; 2025Q3: 15,970 shares 15,970 $3.9M 0.55% -2,273 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,127 shares; 2024Q4: 18,301 shares; 2025Q1: 18,854 shares; 2025Q2: 18,960 shares; 2025Q3: 18,919 shares 18,919 $3.87M 0.55% -41 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 16,336 shares; 2025Q1: 16,338 shares; 2025Q2: 16,340 shares; 2025Q3: 16,341 shares 16,341 $3.61M 0.51% +1 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,139 shares; 2024Q4: 22,326 shares; 2025Q1: 21,564 shares; 2025Q2: 20,817 shares; 2025Q3: 21,745 shares 21,745 $3.38M 0.48% +928 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,363 shares; 2025Q1: 4,447 shares; 2025Q2: 4,766 shares; 2025Q3: 4,247 shares 4,247 $3.13M 0.44% -519 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,273 shares; 2024Q4: 4,342 shares; 2025Q1: not reported; 2025Q2: 3,963 shares; 2025Q3: 4,174 shares 4,174 $3.12M 0.44% +211 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,057 shares; 2024Q4: 27,923 shares; 2025Q1: not reported; 2025Q2: 31,088 shares; 2025Q3: 32,616 shares 32,616 $3.1M 0.44% +1,528 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,788 shares; 2024Q4: 43,646 shares; 2025Q1: 43,332 shares; 2025Q2: 43,945 shares; 2025Q3: 43,963 shares 43,963 $3.01M 0.42% +18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,067 shares; 2024Q4: 43,343 shares; 2025Q1: 48,682 shares; 2025Q2: 50,938 shares; 2025Q3: 54,860 shares 54,860 $2.92M 0.41% +3,922 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,404 shares; 2025Q2: 1,526 shares; 2025Q3: 8,096 shares 8,096 $2.88M 0.41% +6,570 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 11,114 shares; 2025Q1: 11,310 shares; 2025Q2: 12,601 shares; 2025Q3: 11,670 shares 11,670 $2.84M 0.4% -931 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,817 shares; 2024Q4: 17,732 shares; 2025Q1: 16,758 shares; 2025Q2: 14,202 shares; 2025Q3: 14,879 shares 14,879 $2.77M 0.39% +677 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,913 shares; 2025Q1: not reported; 2025Q2: 5,537 shares; 2025Q3: 5,298 shares 5,298 $2.67M 0.38% -239 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 5,608 shares; 2025Q1: 6,229 shares; 2025Q2: 6,383 shares; 2025Q3: 7,632 shares 7,632 $2.52M 0.35% +1,249 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,541 shares; 2025Q3: 73,393 shares 73,393 $2.51M 0.35% +9,852 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,603 shares; 2024Q4: 5,612 shares; 2025Q1: not reported; 2025Q2: 5,155 shares; 2025Q3: 4,966 shares 4,966 $2.38M 0.34% -189 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,062 shares; 2025Q3: 56,527 shares 56,527 $2.24M 0.32% -535 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,386 shares; 2024Q4: 32,681 shares; 2025Q1: not reported; 2025Q2: 32,685 shares; 2025Q3: 32,781 shares 32,781 $1.97M 0.28% +96 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 7,593 shares; 2025Q1: 7,720 shares; 2025Q2: 9,260 shares; 2025Q3: 9,181 shares 9,181 $1.92M 0.27% -79 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,458 shares; 2025Q3: 33,710 shares 33,710 $1.73M 0.24% +7,252 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,172 shares; 2024Q4: 7,212 shares; 2025Q1: 7,212 shares; 2025Q2: 7,290 shares; 2025Q3: 7,243 shares 7,243 $1.68M 0.24% -47 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,589 shares; 2025Q1: not reported; 2025Q2: 4,930 shares; 2025Q3: 4,899 shares 4,899 $1.55M 0.22% -31 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,654 shares; 2025Q3: 15,901 shares 15,901 $1.54M 0.22% +247 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,091 shares; 2024Q4: 66,105 shares; 2025Q1: 57,316 shares; 2025Q2: 54,808 shares; 2025Q3: 66,418 shares 66,418 $1.54M 0.22% +11,610 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,920 shares; 2025Q1: 4,293 shares; 2025Q2: 3,940 shares; 2025Q3: 3,792 shares 3,792 $1.53M 0.21% -148 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 5,300 shares; 2025Q1: not reported; 2025Q2: 5,339 shares; 2025Q3: 5,358 shares 5,358 $1.51M 0.21% +19 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,674 shares; 2024Q4: 69,582 shares; 2025Q1: 35,567 shares; 2025Q2: 27,014 shares; 2025Q3: 26,260 shares 26,260 $1.39M 0.2% -754 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,493 shares; 2024Q4: 56,723 shares; 2025Q1: not reported; 2025Q2: 16,164 shares; 2025Q3: 15,486 shares 15,486 $1.38M 0.19% -678 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,018 shares; 2025Q1: 1,999 shares; 2025Q2: 1,982 shares; 2025Q3: 2,004 shares 2,004 $1.37M 0.19% +22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 9,202 shares; 2025Q1: 9,221 shares; 2025Q2: 5,174 shares; 2025Q3: 5,299 shares 5,299 $1.35M 0.19% +125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 5,491 shares; 2025Q1: 5,496 shares; 2025Q2: 5,501 shares; 2025Q3: 6,010 shares 6,010 $1.34M 0.19% +509 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 4,684 shares; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 4,480 shares 4,480 $1.32M 0.19% +79 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: 26,999 shares; 2025Q1: 27,547 shares; 2025Q2: 25,807 shares; 2025Q3: 24,827 shares 24,827 $1.28M 0.18% -980 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,449 shares; 2024Q4: 11,057 shares; 2025Q1: 10,772 shares; 2025Q2: 3,576 shares; 2025Q3: 3,739 shares 3,739 $1.28M 0.18% +163 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,837 shares; 2025Q1: 5,445 shares; 2025Q2: 6,546 shares; 2025Q3: 6,838 shares 6,838 $1.25M 0.18% +292 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,586 shares; 2025Q1: 1,605 shares; 2025Q2: 1,624 shares; 2025Q3: 1,571 shares 1,571 $1.2M 0.17% -53 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 7,332 shares; 2025Q1: 7,535 shares; 2025Q2: 4,813 shares; 2025Q3: 4,397 shares 4,397 $1.14M 0.16% -416 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 7,344 shares; 2025Q1: not reported; 2025Q2: 7,231 shares; 2025Q3: 7,386 shares 7,386 $1.13M 0.16% +155 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: 1,883 shares; 2025Q3: 1,883 shares 1,883 $1.07M 0.15% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,584 shares; 2025Q1: 3,579 shares; 2025Q2: 3,560 shares; 2025Q3: 3,440 shares 3,440 $1.06M 0.15% -120 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,539 shares; 2024Q4: 7,046 shares; 2025Q1: not reported; 2025Q2: 10,637 shares; 2025Q3: 10,618 shares 10,618 $1.01M 0.14% -19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,046 shares; 2025Q3: 6,142 shares 6,142 $994K 0.14% +96 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,526 shares; 2024Q4: 10,907 shares; 2025Q1: 10,617 shares; 2025Q2: 11,591 shares; 2025Q3: 12,486 shares 12,486 $978K 0.14% +895 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,898 shares; 2024Q4: 12,855 shares; 2025Q1: not reported; 2025Q2: 11,294 shares; 2025Q3: 11,305 shares 11,305 $948K 0.13% +11 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,369 shares; 2025Q1: 2,270 shares; 2025Q2: 2,264 shares; 2025Q3: 2,259 shares 2,259 $915K 0.13% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 881 shares; 2025Q1: 939 shares; 2025Q2: 903 shares; 2025Q3: 946 shares 946 $875K 0.12% +43 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,163 shares; 2025Q3: 14,372 shares 14,372 $844K 0.12% +209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,577 shares; 2024Q4: 7,621 shares; 2025Q1: 7,490 shares; 2025Q2: 7,531 shares; 2025Q3: 7,295 shares 7,295 $835K 0.12% -236 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 525 shares; 2025Q1: 489 shares; 2025Q2: 520 shares; 2025Q3: 685 shares 685 $821K 0.12% +165 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 717 shares; 2025Q1: 689 shares; 2025Q2: 984 shares; 2025Q3: 1,015 shares 1,015 $808K 0.11% +31 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,920 shares; 2025Q3: 6,234 shares 6,234 $789K 0.11% +314 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,528 shares; 2025Q1: 1,548 shares; 2025Q2: 1,567 shares; 2025Q3: 1,555 shares 1,555 $776K 0.11% -12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 2,990 shares; 2025Q1: 2,793 shares; 2025Q2: 2,695 shares; 2025Q3: 2,706 shares 2,706 $763K 0.11% +11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,040 shares; 2024Q4: 17,207 shares; 2025Q1: 15,519 shares; 2025Q2: 15,861 shares; 2025Q3: 16,389 shares 16,389 $761K 0.11% +528 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,164 shares; 2024Q4: 13,294 shares; 2025Q1: not reported; 2025Q2: 14,025 shares; 2025Q3: 14,016 shares 14,016 $760K 0.11% -9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,324 shares; 2024Q4: 17,234 shares; 2025Q1: 15,691 shares; 2025Q2: 16,938 shares; 2025Q3: 13,168 shares 13,168 $757K 0.11% -3,770 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,830 shares; 2024Q4: 13,164 shares; 2025Q1: 13,084 shares; 2025Q2: 6,008 shares; 2025Q3: 5,651 shares 5,651 $742K 0.1% -357 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 5,536 shares; 2025Q1: 5,538 shares; 2025Q2: 5,551 shares; 2025Q3: 5,560 shares 5,560 $735K 0.1% +9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 6,889 shares; 2025Q1: not reported; 2025Q2: 5,564 shares; 2025Q3: 6,088 shares 6,088 $734K 0.1% +524 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 7,091 shares; 2025Q1: 6,375 shares; 2025Q2: 6,412 shares; 2025Q3: 6,409 shares 6,409 $723K 0.1% -3 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 8,620 shares; 2025Q1: 8,651 shares; 2025Q2: 7,487 shares; 2025Q3: 7,512 shares 7,512 $701K 0.1% +25 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,638 shares; 2025Q3: 6,763 shares 6,763 $699K 0.1% +1,125 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,630 shares; 2025Q3: 10,211 shares 10,211 $698K 0.1% +581 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 894 shares; 2025Q1: 929 shares; 2025Q2: 1,420 shares; 2025Q3: 1,442 shares 1,442 $688K 0.1% +22 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 6,479 shares; 2025Q1: 6,352 shares; 2025Q2: 6,361 shares; 2025Q3: 6,594 shares 6,594 $680K 0.1% +233 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,545 shares; 2025Q1: 2,480 shares; 2025Q2: 2,381 shares; 2025Q3: 2,406 shares 2,406 $679K 0.1% +25 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,028 shares; 2025Q3: 13,637 shares 13,637 $648K 0.09% +609 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 5,875 shares; 2025Q1: 5,384 shares; 2025Q2: 5,372 shares; 2025Q3: 5,386 shares 5,386 $640K 0.09% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,779 shares; 2024Q4: 8,995 shares; 2025Q1: 8,908 shares; 2025Q2: 9,229 shares; 2025Q3: 9,518 shares 9,518 $631K 0.09% +289 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,006 shares; 2025Q2: 5,429 shares; 2025Q3: 9,211 shares 9,211 $627K 0.09% +3,782 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 7,821 shares; 2025Q1: not reported; 2025Q2: 8,215 shares; 2025Q3: 11,242 shares 11,242 $622K 0.09% +3,027 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,666 shares; 2025Q1: 4,595 shares; 2025Q2: 4,570 shares; 2025Q3: 4,573 shares 4,573 $612K 0.09% +3 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,578 shares; 2025Q1: not reported; 2025Q2: 3,504 shares; 2025Q3: 3,660 shares 3,660 $612K 0.09% +156 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,865 shares; 2025Q1: 1,839 shares; 2025Q2: 1,751 shares; 2025Q3: 1,754 shares 1,754 $582K 0.08% +3 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,189 shares; 2025Q2: 1,191 shares; 2025Q3: 1,227 shares 1,227 $575K 0.08% +36 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,310 shares; 2025Q1: not reported; 2025Q2: 2,057 shares; 2025Q3: 2,051 shares 2,051 $573K 0.08% -6 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 4,406 shares; 2025Q1: not reported; 2025Q2: 4,579 shares; 2025Q3: 5,642 shares 5,642 $565K 0.08% +1,063 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,543 shares; 2025Q1: not reported; 2025Q2: 2,979 shares; 2025Q3: 3,015 shares 3,015 $559K 0.08% +36 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 945 shares; 2025Q1: not reported; 2025Q2: 963 shares; 2025Q3: 963 shares 963 $548K 0.08% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,819 shares; 2024Q4: 10,492 shares; 2025Q1: 10,964 shares; 2025Q2: 10,934 shares; 2025Q3: 11,024 shares 11,024 $545K 0.08% +90 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 3,708 shares; 2025Q1: not reported; 2025Q2: 3,517 shares; 2025Q3: 3,496 shares 3,496 $527K 0.07% -21 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,766 shares; 2025Q1: 3,796 shares; 2025Q2: 3,776 shares; 2025Q3: 3,715 shares 3,715 $522K 0.07% -61 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,362 shares; 2025Q2: 5,399 shares; 2025Q3: 9,222 shares 9,222 $514K 0.07% +3,823 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,689 shares; 2025Q1: 1,707 shares; 2025Q2: 1,731 shares; 2025Q3: 1,741 shares 1,741 $503K 0.07% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 5,946 shares; 2025Q1: not reported; 2025Q2: 6,014 shares; 2025Q3: 6,013 shares 6,013 $502K 0.07% -1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 3,575 shares; 2025Q1: 3,577 shares; 2025Q2: 3,579 shares; 2025Q3: 3,472 shares 3,472 $501K 0.07% -107 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,112 shares; 2025Q3: 9,827 shares 9,827 $497K 0.07% -285 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,384 shares; 2024Q4: 12,824 shares; 2025Q1: 19,417 shares; 2025Q2: 10,702 shares; 2025Q3: 10,787 shares 10,787 $482K 0.07% +85 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 3,673 shares; 2025Q1: 3,686 shares; 2025Q2: 3,701 shares; 2025Q3: 3,716 shares 3,716 $482K 0.07% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 667 shares 667 $479K 0.07% -333 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,419 shares; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,345 shares 1,345 $474K 0.07% -20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,113 shares; 2025Q2: 8,708 shares; 2025Q3: 9,644 shares 9,644 $474K 0.07% +936 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,164 shares; 2025Q1: not reported; 2025Q2: 2,175 shares; 2025Q3: 2,182 shares 2,182 $471K 0.07% +7 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 1,821 shares; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 1,948 shares 1,948 $462K 0.07% -128 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 9,776 shares; 2025Q1: 9,780 shares; 2025Q2: 9,784 shares; 2025Q3: 9,789 shares 9,789 $451K 0.06% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 7,386 shares; 2025Q1: 7,391 shares; 2025Q2: 7,981 shares; 2025Q3: 8,176 shares 8,176 $440K 0.06% +195 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,527 shares 7,527 $430K 0.06% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,470 shares; 2025Q1: 1,259 shares; 2025Q2: 1,308 shares; 2025Q3: 1,414 shares 1,414 $425K 0.06% +106 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 5,484 shares; 2025Q1: 6,037 shares; 2025Q2: 5,994 shares; 2025Q3: 5,321 shares 5,321 $420K 0.06% -673 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,618 shares 8,618 $420K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,830 shares; 2025Q3: 6,407 shares 6,407 $416K 0.06% +2,577 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,060 shares; 2025Q1: 2,049 shares; 2025Q2: 2,056 shares; 2025Q3: 1,905 shares 1,905 $411K 0.06% -151 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,721 shares; 2025Q1: 4,728 shares; 2025Q2: 4,735 shares; 2025Q3: 4,955 shares 4,955 $410K 0.06% +220 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,677 shares; 2025Q3: 5,836 shares 5,836 $405K 0.06% +159 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,174 shares; 2025Q1: 1,201 shares; 2025Q2: 1,297 shares; 2025Q3: 1,299 shares 1,299 $395K 0.06% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 4,756 shares; 2025Q1: 4,448 shares; 2025Q2: 4,173 shares; 2025Q3: 5,285 shares 5,285 $393K 0.06% +1,112 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,861 shares; 2025Q1: 3,888 shares; 2025Q2: 3,911 shares; 2025Q3: 3,942 shares 3,942 $392K 0.06% +31 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,709 shares; 2025Q3: 3,917 shares 3,917 $380K 0.05% +208 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,767 shares; 2025Q1: 3,781 shares; 2025Q2: 3,799 shares; 2025Q3: 3,817 shares 3,817 $380K 0.05% +18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 888 shares; 2025Q1: 907 shares; 2025Q2: 908 shares; 2025Q3: 897 shares 897 $379K 0.05% -11 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 10,730 shares; 2025Q1: 14,542 shares; 2025Q2: 7,271 shares; 2025Q3: 7,409 shares 7,409 $379K 0.05% +138 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 8,510 shares; 2025Q1: 7,888 shares; 2025Q2: 7,702 shares; 2025Q3: 7,721 shares 7,721 $373K 0.05% +19 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,733 shares; 2025Q3: 10,684 shares 10,684 $367K 0.05% +2,951 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,053 shares; 2025Q1: 4,252 shares; 2025Q2: 4,270 shares; 2025Q3: 4,696 shares 4,696 $367K 0.05% +426 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,293 shares; 2025Q1: 2,119 shares; 2025Q2: 2,238 shares; 2025Q3: 2,227 shares 2,227 $361K 0.05% -11 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 2,008 shares; 2025Q1: 1,676 shares; 2025Q2: 1,677 shares; 2025Q3: 1,677 shares 1,677 $360K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,697 shares; 2025Q1: 1,698 shares; 2025Q2: 1,701 shares; 2025Q3: 1,501 shares 1,501 $355K 0.05% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,221 shares; 2024Q4: 8,735 shares; 2025Q1: not reported; 2025Q2: 8,243 shares; 2025Q3: 8,055 shares 8,055 $354K 0.05% -188 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 32,164 shares; 2025Q1: 13,671 shares; 2025Q2: 13,700 shares; 2025Q3: 13,730 shares 13,730 $353K 0.05% +30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 8,283 shares; 2025Q1: 8,751 shares; 2025Q2: 3,987 shares; 2025Q3: 3,813 shares 3,813 $349K 0.05% -174 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,131 shares; 2025Q1: 4,080 shares; 2025Q2: 3,946 shares; 2025Q3: 4,053 shares 4,053 $343K 0.05% +107 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,006 shares; 2025Q1: 1,008 shares; 2025Q2: 1,013 shares; 2025Q3: 987 shares 987 $342K 0.05% -26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,383 shares; 2024Q4: 8,978 shares; 2025Q1: 7,742 shares; 2025Q2: 6,629 shares; 2025Q3: 6,002 shares 6,002 $340K 0.05% -627 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares 3,784 $337K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,154 shares; 2025Q1: 2,169 shares; 2025Q2: 2,178 shares; 2025Q3: 2,182 shares 2,182 $332K 0.05% +4 Timeline FLDR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,461 shares 6,461 $324K 0.05% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,158 shares; 2025Q1: 1,152 shares; 2025Q2: 1,164 shares; 2025Q3: 1,169 shares 1,169 $317K 0.04% +5 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,484 shares 3,484 $317K 0.04% +34 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,359 shares; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: 1,552 shares 1,552 $316K 0.04% +216 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: 603 shares; 2025Q2: 602 shares; 2025Q3: 640 shares 640 $316K 0.04% +38 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,806 shares; 2025Q3: 13,924 shares 13,924 $314K 0.04% +118 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,494 shares; 2025Q3: 13,613 shares 13,613 $312K 0.04% +119 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,294 shares; 2025Q1: 1,286 shares; 2025Q2: 1,287 shares; 2025Q3: 1,246 shares 1,246 $306K 0.04% -41 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,593 shares 3,593 $302K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,445 shares; 2024Q4: 20,051 shares; 2025Q1: 18,454 shares; 2025Q2: 17,732 shares; 2025Q3: 10,606 shares 10,606 $300K 0.04% -7,126 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,579 shares; 2025Q1: 1,585 shares; 2025Q2: 1,589 shares; 2025Q3: 1,593 shares 1,593 $299K 0.04% +4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,225 shares; 2025Q3: 4,286 shares 4,286 $298K 0.04% +1,061 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,589 shares; 2025Q1: 17,680 shares; 2025Q2: 9,324 shares; 2025Q3: 9,440 shares 9,440 $291K 0.04% +116 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,024 shares; 2025Q1: not reported; 2025Q2: 2,033 shares; 2025Q3: 2,039 shares 2,039 $289K 0.04% +6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,162 shares; 2025Q2: 2,424 shares; 2025Q3: 2,430 shares 2,430 $288K 0.04% +6 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 10,752 shares; 2025Q1: 8,994 shares; 2025Q2: not reported; 2025Q3: 8,495 shares 8,495 $285K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares 1,589 $283K 0.04% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,017 shares; 2025Q3: 14,131 shares 14,131 $281K 0.04% +114 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,644 shares; 2025Q3: 12,748 shares 12,748 $280K 0.04% +104 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 3,922 shares; 2025Q1: 3,843 shares; 2025Q2: 3,717 shares; 2025Q3: 4,283 shares 4,283 $279K 0.04% +566 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,358 shares; 2025Q3: 12,461 shares 12,461 $279K 0.04% +103 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 2,886 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,899 shares 5,899 $273K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,540 shares; 2025Q1: 2,314 shares; 2025Q2: 2,340 shares; 2025Q3: 2,370 shares 2,370 $272K 0.04% +30 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares 1,291 $270K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,297 shares; 2025Q3: 11,418 shares 11,418 $267K 0.04% +121 LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,975 shares 1,975 $264K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 576 shares; 2025Q2: 569 shares; 2025Q3: 569 shares 569 $264K 0.04% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,817 shares; 2025Q1: 1,785 shares; 2025Q2: 1,789 shares; 2025Q3: 1,794 shares 1,794 $261K 0.04% +5 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,303 shares; 2025Q1: not reported; 2025Q2: 5,496 shares; 2025Q3: 5,454 shares 5,454 $261K 0.04% -42 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,846 shares; 2025Q1: 4,877 shares; 2025Q2: 4,906 shares; 2025Q3: 4,938 shares 4,938 $258K 0.04% +32 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,439 shares; 2025Q1: not reported; 2025Q2: 3,726 shares; 2025Q3: 3,071 shares 3,071 $258K 0.04% -655 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares 688 $258K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,833 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,027 shares 6,027 $255K 0.04% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 4,500 shares; 2025Q1: not reported; 2025Q2: 1,845 shares; 2025Q3: 1,753 shares 1,753 $255K 0.04% -92 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,780 shares; 2024Q4: 33,780 shares; 2025Q1: 14,447 shares; 2025Q2: 14,447 shares; 2025Q3: 14,447 shares 14,447 $254K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,313 shares 1,313 $253K 0.04% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,593 shares; 2024Q4: 4,301 shares; 2025Q1: 3,552 shares; 2025Q2: 3,576 shares; 2025Q3: 3,308 shares 3,308 $250K 0.04% -268 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 7,284 shares; 2025Q1: 7,161 shares; 2025Q2: 7,944 shares; 2025Q3: 7,185 shares 7,185 $247K 0.03% -759 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,657 shares; 2025Q3: 1,547 shares 1,547 $246K 0.03% -110 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,889 shares 2,889 $244K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,976 shares; 2025Q1: not reported; 2025Q2: 2,080 shares; 2025Q3: 2,123 shares 2,123 $243K 0.03% +43 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,256 shares; 2024Q4: 14,525 shares; 2025Q1: 14,582 shares; 2025Q2: 14,770 shares; 2025Q3: 14,994 shares 14,994 $242K 0.03% +224 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,551 shares; 2025Q1: 2,049 shares; 2025Q2: 1,849 shares; 2025Q3: 1,877 shares 1,877 $241K 0.03% +28 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares 205 $239K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: 385 shares 385 $237K 0.03% -4 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 666 shares; 2025Q2: 665 shares; 2025Q3: 638 shares 638 $236K 0.03% -27 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,481 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,531 shares 2,531 $228K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 2,016 shares; 2025Q1: 1,933 shares; 2025Q2: 1,836 shares; 2025Q3: 1,839 shares 1,839 $228K 0.03% +3 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,092 shares; 2025Q1: not reported; 2025Q2: 3,146 shares; 2025Q3: 3,236 shares 3,236 $226K 0.03% +90 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,970 shares; 2025Q3: 8,818 shares 8,818 $225K 0.03% -1,152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 999 shares; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 692 shares 692 $224K 0.03% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,709 shares 4,709 $221K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,045 shares; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 1,597 shares 1,597 $220K 0.03% -23 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,286 shares; 2025Q1: not reported; 2025Q2: 2,289 shares; 2025Q3: 2,290 shares 2,290 $220K 0.03% +1 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,861 shares 2,861 $219K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: not reported; 2025Q1: 2,290 shares; 2025Q2: 1,972 shares; 2025Q3: 1,958 shares 1,958 $217K 0.03% -14 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares 9,600 $215K 0.03% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,480 shares 7,480 $215K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,130 shares; 2025Q1: 2,661 shares; 2025Q2: 2,657 shares; 2025Q3: 2,562 shares 2,562 $214K 0.03% -95 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,667 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,665 shares 1,665 $214K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 274 shares 274 $211K 0.03% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,072 shares; 2025Q3: 2,094 shares 2,094 $211K 0.03% +22 Timeline SPDW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,920 shares 4,920 $211K 0.03% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,845 shares 4,845 $210K 0.03% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares 1,988 $208K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,844 shares; 2025Q3: 5,680 shares 5,680 $208K 0.03% -164 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,048 shares; 2025Q2: 3,067 shares; 2025Q3: 3,078 shares 3,078 $207K 0.03% +11 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares 1,846 $206K 0.03% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,148 shares 2,148 $205K 0.03% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,086 shares 1,086 $203K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 993 shares 993 $202K 0.03% -152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 837 shares; 2025Q1: 865 shares; 2025Q2: 738 shares; 2025Q3: 585 shares 585 $202K 0.03% -153 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,403 shares; 2024Q4: 11,403 shares; 2025Q1: 11,404 shares; 2025Q2: 11,405 shares; 2025Q3: 11,406 shares 11,406 $113K 0.02% +1 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,040 shares 10,040 $83K 0.01% new Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,547 shares; 2025Q2: 16,547 shares; 2025Q3: 16,547 shares 16,547 $69.5K 0.01% 0 Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,500 shares 19,500 $45.4K 0.01% new Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $0 0% 0 Value filed as zero, left out of ratios. CHROMOCURE INC CHROMOCURE INC More: the full row for CHROMOCURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,333 shares; 2024Q4: 33,333 shares; 2025Q1: 33,333 shares; 2025Q2: not reported; 2025Q3: 33,333 shares 33,333 $0 0% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,666 shares; 2024Q4: 16,666 shares; 2025Q1: 16,666 shares; 2025Q2: 16,666 shares; 2025Q3: 16,666 shares 16,666 $0 0% 0 Value filed as zero, left out of ratios.