DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,473 shares; 2024Q4: 753,350 shares; 2025Q1: 814,487 shares; 2025Q2: 828,196 shares; 2025Q3: 813,588 shares; 2025Q4: 803,724 shares 803,724 $37.6M 4.85% -9,864 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,778 shares; 2024Q4: 231,335 shares; 2025Q1: 243,834 shares; 2025Q2: 250,770 shares; 2025Q3: 257,637 shares; 2025Q4: 259,780 shares 259,780 $32M 4.13% +2,143 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911,954 shares; 2024Q4: 907,090 shares; 2025Q1: 896,019 shares; 2025Q2: 848,007 shares; 2025Q3: 844,627 shares; 2025Q4: 804,494 shares 804,494 $31.8M 4.11% -40,133 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,449 shares; 2024Q4: 116,709 shares; 2025Q1: 114,290 shares; 2025Q2: 109,386 shares; 2025Q3: 111,291 shares; 2025Q4: 116,951 shares 116,951 $31.8M 4.1% +5,660 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,765 shares; 2024Q4: 119,750 shares; 2025Q1: 138,465 shares; 2025Q2: 149,913 shares; 2025Q3: 156,124 shares; 2025Q4: 159,312 shares 159,312 $31.6M 4.08% +3,188 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,741 shares; 2024Q4: 405,740 shares; 2025Q1: 429,888 shares; 2025Q2: 459,635 shares; 2025Q3: 472,875 shares; 2025Q4: 478,794 shares 478,794 $29.1M 3.76% +5,919 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,428 shares; 2024Q4: 322,645 shares; 2025Q1: 315,888 shares; 2025Q2: 351,836 shares; 2025Q3: 355,856 shares; 2025Q4: 663,250 shares 663,250 $28.2M 3.64% +307,394 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,735 shares; 2024Q4: 59,813 shares; 2025Q1: 44,266 shares; 2025Q2: 39,841 shares; 2025Q3: 40,259 shares; 2025Q4: 40,337 shares 40,337 $27.6M 3.56% +78 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791,209 shares; 2024Q4: 782,259 shares; 2025Q1: 779,772 shares; 2025Q2: 729,659 shares; 2025Q3: 726,002 shares; 2025Q4: 697,596 shares 697,596 $26.5M 3.42% -28,406 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,660 shares; 2024Q4: 59,361 shares; 2025Q1: 86,091 shares; 2025Q2: 99,789 shares; 2025Q3: 105,150 shares; 2025Q4: 108,331 shares 108,331 $23M 2.96% +3,181 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 367,041 shares 367,041 $19.3M 2.49% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,670 shares; 2024Q4: 98,532 shares; 2025Q1: 101,420 shares; 2025Q2: 97,088 shares; 2025Q3: 98,652 shares; 2025Q4: 97,025 shares 97,025 $18.1M 2.34% -1,627 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,229 shares; 2024Q4: 503,581 shares; 2025Q1: 505,020 shares; 2025Q2: 474,657 shares; 2025Q3: 471,529 shares; 2025Q4: 448,114 shares 448,114 $15.4M 1.99% -23,415 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,136 shares; 2024Q4: 43,050 shares; 2025Q1: 43,763 shares; 2025Q2: 44,786 shares; 2025Q3: 44,071 shares; 2025Q4: 45,750 shares 45,750 $15.3M 1.98% +1,679 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,886 shares; 2024Q4: 310,344 shares; 2025Q1: 309,960 shares; 2025Q2: 311,493 shares; 2025Q3: 334,802 shares; 2025Q4: 329,189 shares 329,189 $15.3M 1.98% -5,613 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,622 shares; 2024Q4: 415,575 shares; 2025Q1: 344,745 shares; 2025Q2: 390,964 shares; 2025Q3: 391,637 shares; 2025Q4: 394,707 shares 394,707 $15M 1.94% +3,070 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 294,976 shares 294,976 $14.1M 1.83% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,252 shares; 2024Q4: 76,176 shares; 2025Q1: 128,866 shares; 2025Q2: 180,290 shares; 2025Q3: 194,372 shares; 2025Q4: 203,926 shares 203,926 $13.7M 1.77% +9,554 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,675 shares; 2024Q4: 411,550 shares; 2025Q1: 405,425 shares; 2025Q2: 397,919 shares; 2025Q3: 396,884 shares; 2025Q4: 386,810 shares 386,810 $13.2M 1.71% -10,074 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,218 shares; 2024Q4: 4,542 shares; 2025Q1: 20,366 shares; 2025Q2: 27,230 shares; 2025Q3: 28,898 shares; 2025Q4: 30,155 shares 30,155 $10.3M 1.33% +1,257 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,237 shares; 2024Q4: 111,234 shares; 2025Q1: 90,701 shares; 2025Q2: 108,530 shares; 2025Q3: 125,784 shares; 2025Q4: 134,841 shares 134,841 $9.62M 1.24% +9,057 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,627 shares; 2024Q4: 18,922 shares; 2025Q1: 18,957 shares; 2025Q2: 19,356 shares; 2025Q3: 19,559 shares; 2025Q4: 19,362 shares 19,362 $9.36M 1.21% -197 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,553 shares; 2024Q4: 46,533 shares; 2025Q1: 48,100 shares; 2025Q2: 44,821 shares; 2025Q3: 44,807 shares; 2025Q4: 44,064 shares 44,064 $8.8M 1.14% -743 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,213 shares; 2024Q4: 105,797 shares; 2025Q1: not reported; 2025Q2: 112,794 shares; 2025Q3: 111,246 shares; 2025Q4: 116,174 shares 116,174 $8.55M 1.1% +4,928 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,381 shares; 2024Q4: 139,330 shares; 2025Q1: 140,123 shares; 2025Q2: 139,814 shares; 2025Q3: 140,005 shares; 2025Q4: 136,957 shares 136,957 $8.15M 1.05% -3,048 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,728 shares; 2024Q4: 270,923 shares; 2025Q1: 272,182 shares; 2025Q2: 258,409 shares; 2025Q3: 259,618 shares; 2025Q4: 249,320 shares 249,320 $7.89M 1.02% -10,298 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 14,699 shares; 2025Q1: 67,039 shares; 2025Q2: 75,137 shares; 2025Q3: 79,800 shares; 2025Q4: 76,555 shares 76,555 $7.78M 1% -3,245 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,397 shares; 2025Q1: 27,655 shares; 2025Q2: 29,007 shares; 2025Q3: 30,276 shares; 2025Q4: 30,143 shares 30,143 $7.54M 0.97% -133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,436 shares; 2024Q4: 244,958 shares; 2025Q1: 245,388 shares; 2025Q2: 231,700 shares; 2025Q3: 231,075 shares; 2025Q4: 217,283 shares 217,283 $7.19M 0.93% -13,792 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,329 shares; 2024Q4: 168,888 shares; 2025Q1: 135,801 shares; 2025Q2: 104,817 shares; 2025Q3: 98,427 shares; 2025Q4: 92,461 shares 92,461 $6.72M 0.87% -5,966 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,878 shares; 2024Q4: 25,249 shares; 2025Q1: 21,063 shares; 2025Q2: 15,687 shares; 2025Q3: 15,355 shares; 2025Q4: 14,861 shares 14,861 $6.68M 0.86% -494 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,464 shares; 2024Q4: 19,761 shares; 2025Q1: 23,191 shares; 2025Q2: 24,052 shares; 2025Q3: 23,842 shares; 2025Q4: 27,652 shares 27,652 $6.38M 0.82% +3,810 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,758 shares; 2025Q1: 2,805 shares; 2025Q2: 3,075 shares; 2025Q3: 9,622 shares; 2025Q4: 9,880 shares 9,880 $6.07M 0.78% +258 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 9,886 shares; 2025Q1: 9,923 shares; 2025Q2: 9,910 shares; 2025Q3: 9,921 shares; 2025Q4: 9,921 shares 9,921 $5.62M 0.73% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,716 shares; 2024Q4: 186,935 shares; 2025Q1: 187,313 shares; 2025Q2: 161,349 shares; 2025Q3: 158,348 shares; 2025Q4: 145,062 shares 145,062 $5.51M 0.71% -13,286 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,847 shares; 2024Q4: 173,901 shares; 2025Q1: 70,119 shares; 2025Q2: 64,903 shares; 2025Q3: 61,698 shares; 2025Q4: 59,715 shares 59,715 $5.34M 0.69% -1,983 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,390 shares; 2024Q4: 56,774 shares; 2025Q1: not reported; 2025Q2: 53,316 shares; 2025Q3: 55,610 shares; 2025Q4: 53,121 shares 53,121 $5.06M 0.65% -2,489 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 7,574 shares; 2025Q1: 8,059 shares; 2025Q2: 7,982 shares; 2025Q3: 8,238 shares; 2025Q4: 8,056 shares 8,056 $5.05M 0.65% -182 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 37,445 shares; 2025Q1: not reported; 2025Q2: 62,890 shares; 2025Q3: 62,958 shares; 2025Q4: 61,500 shares 61,500 $4.99M 0.64% -1,458 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,178 shares; 2024Q4: 24,008 shares; 2025Q1: 23,936 shares; 2025Q2: 24,155 shares; 2025Q3: 25,350 shares; 2025Q4: 25,405 shares 25,405 $4.95M 0.64% +55 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,127 shares; 2024Q4: 18,301 shares; 2025Q1: 18,854 shares; 2025Q2: 18,960 shares; 2025Q3: 18,919 shares; 2025Q4: 18,950 shares 18,950 $4.87M 0.63% +31 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 15,762 shares; 2025Q1: 15,843 shares; 2025Q2: 18,243 shares; 2025Q3: 15,970 shares; 2025Q4: 15,517 shares 15,517 $4.87M 0.63% -453 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,522 shares; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 7,011 shares; 2025Q4: 7,073 shares 7,073 $4.82M 0.62% +62 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,531 shares; 2024Q4: 63,307 shares; 2025Q1: 65,218 shares; 2025Q2: 66,521 shares; 2025Q3: 65,941 shares; 2025Q4: 69,111 shares 69,111 $4.8M 0.62% +3,170 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,248 shares; 2025Q3: 111,120 shares; 2025Q4: 123,583 shares 123,583 $4.74M 0.61% +12,463 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,631 shares; 2024Q4: 57,723 shares; 2025Q1: not reported; 2025Q2: 35,289 shares; 2025Q3: 38,758 shares; 2025Q4: 40,615 shares 40,615 $4.63M 0.6% +1,857 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,831 shares; 2024Q4: 74,017 shares; 2025Q1: 76,182 shares; 2025Q2: 78,536 shares; 2025Q3: 78,091 shares; 2025Q4: 82,050 shares 82,050 $4.58M 0.59% +3,959 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,047 shares; 2024Q4: 111,149 shares; 2025Q1: 109,757 shares; 2025Q2: 109,914 shares; 2025Q3: 110,376 shares; 2025Q4: 110,593 shares 110,593 $4.23M 0.55% +217 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,895 shares; 2024Q4: 121,892 shares; 2025Q1: 129,614 shares; 2025Q2: 129,616 shares; 2025Q3: 129,614 shares; 2025Q4: 130,067 shares 130,067 $4.17M 0.54% +453 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 16,336 shares; 2025Q1: 16,338 shares; 2025Q2: 16,340 shares; 2025Q3: 16,341 shares; 2025Q4: 16,342 shares 16,342 $3.59M 0.46% +1 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 11,114 shares; 2025Q1: 11,310 shares; 2025Q2: 12,601 shares; 2025Q3: 11,670 shares; 2025Q4: 11,329 shares 11,329 $3.54M 0.46% -341 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,788 shares; 2024Q4: 43,646 shares; 2025Q1: 43,332 shares; 2025Q2: 43,945 shares; 2025Q3: 43,963 shares; 2025Q4: 44,127 shares 44,127 $3.4M 0.44% +164 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,139 shares; 2024Q4: 22,326 shares; 2025Q1: 21,564 shares; 2025Q2: 20,817 shares; 2025Q3: 21,745 shares; 2025Q4: 21,586 shares 21,586 $3.29M 0.42% -159 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,273 shares; 2024Q4: 4,342 shares; 2025Q1: not reported; 2025Q2: 3,963 shares; 2025Q3: 4,174 shares; 2025Q4: 4,025 shares 4,025 $3.03M 0.39% -149 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,057 shares; 2024Q4: 27,923 shares; 2025Q1: not reported; 2025Q2: 31,088 shares; 2025Q3: 32,616 shares; 2025Q4: 31,041 shares 31,041 $2.99M 0.39% -1,575 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,404 shares; 2025Q2: 1,526 shares; 2025Q3: 8,096 shares; 2025Q4: 7,273 shares 7,273 $2.88M 0.37% -823 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,067 shares; 2024Q4: 43,343 shares; 2025Q1: 48,682 shares; 2025Q2: 50,938 shares; 2025Q3: 54,860 shares; 2025Q4: 53,194 shares 53,194 $2.8M 0.36% -1,666 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,363 shares; 2025Q1: 4,447 shares; 2025Q2: 4,766 shares; 2025Q3: 4,247 shares; 2025Q4: 4,184 shares 4,184 $2.76M 0.36% -63 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,817 shares; 2024Q4: 17,732 shares; 2025Q1: 16,758 shares; 2025Q2: 14,202 shares; 2025Q3: 14,879 shares; 2025Q4: 14,201 shares 14,201 $2.71M 0.35% -678 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,913 shares; 2025Q1: not reported; 2025Q2: 5,537 shares; 2025Q3: 5,298 shares; 2025Q4: 5,304 shares 5,304 $2.67M 0.34% +6 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,541 shares; 2025Q3: 73,393 shares; 2025Q4: 79,719 shares 79,719 $2.64M 0.34% +6,326 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 5,608 shares; 2025Q1: 6,229 shares; 2025Q2: 6,383 shares; 2025Q3: 7,632 shares; 2025Q4: 7,361 shares 7,361 $2.55M 0.33% -271 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,603 shares; 2024Q4: 5,612 shares; 2025Q1: not reported; 2025Q2: 5,155 shares; 2025Q3: 4,966 shares; 2025Q4: 4,736 shares 4,736 $2.31M 0.3% -230 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,062 shares; 2025Q3: 56,527 shares; 2025Q4: 54,604 shares 54,604 $2.26M 0.29% -1,923 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 7,593 shares; 2025Q1: 7,720 shares; 2025Q2: 9,260 shares; 2025Q3: 9,181 shares; 2025Q4: 9,654 shares 9,654 $2.04M 0.26% +473 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,386 shares; 2024Q4: 32,681 shares; 2025Q1: not reported; 2025Q2: 32,685 shares; 2025Q3: 32,781 shares; 2025Q4: 32,056 shares 32,056 $2M 0.26% -725 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,079 shares 4,079 $1.9M 0.25% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,589 shares; 2025Q1: not reported; 2025Q2: 4,930 shares; 2025Q3: 4,899 shares; 2025Q4: 5,148 shares 5,148 $1.66M 0.21% +249 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,172 shares; 2024Q4: 7,212 shares; 2025Q1: 7,212 shares; 2025Q2: 7,290 shares; 2025Q3: 7,243 shares; 2025Q4: 7,225 shares 7,225 $1.65M 0.21% -18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,654 shares; 2025Q3: 15,901 shares; 2025Q4: 16,787 shares 16,787 $1.65M 0.21% +886 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,586 shares; 2025Q1: 1,605 shares; 2025Q2: 1,624 shares; 2025Q3: 1,571 shares; 2025Q4: 1,524 shares 1,524 $1.64M 0.21% -47 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 5,300 shares; 2025Q1: not reported; 2025Q2: 5,339 shares; 2025Q3: 5,358 shares; 2025Q4: 5,403 shares 5,403 $1.6M 0.21% +45 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,920 shares; 2025Q1: 4,293 shares; 2025Q2: 3,940 shares; 2025Q3: 3,792 shares; 2025Q4: 3,848 shares 3,848 $1.59M 0.21% +56 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,458 shares; 2025Q3: 33,710 shares; 2025Q4: 30,841 shares 30,841 $1.53M 0.2% -2,869 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,072 shares; 2025Q3: 2,094 shares; 2025Q4: 14,437 shares 14,437 $1.45M 0.19% +12,343 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: 26,999 shares; 2025Q1: 27,547 shares; 2025Q2: 25,807 shares; 2025Q3: 24,827 shares; 2025Q4: 24,860 shares 24,860 $1.37M 0.18% +33 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,674 shares; 2024Q4: 69,582 shares; 2025Q1: 35,567 shares; 2025Q2: 27,014 shares; 2025Q3: 26,260 shares; 2025Q4: 25,784 shares 25,784 $1.36M 0.18% -476 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 5,491 shares; 2025Q1: 5,496 shares; 2025Q2: 5,501 shares; 2025Q3: 6,010 shares; 2025Q4: 5,958 shares 5,958 $1.34M 0.17% -52 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,018 shares; 2025Q1: 1,999 shares; 2025Q2: 1,982 shares; 2025Q3: 2,004 shares; 2025Q4: 2,002 shares 2,002 $1.33M 0.17% -2 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 9,202 shares; 2025Q1: 9,221 shares; 2025Q2: 5,174 shares; 2025Q3: 5,299 shares; 2025Q4: 5,047 shares 5,047 $1.3M 0.17% -252 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,493 shares; 2024Q4: 56,723 shares; 2025Q1: not reported; 2025Q2: 16,164 shares; 2025Q3: 15,486 shares; 2025Q4: 14,638 shares 14,638 $1.28M 0.16% -848 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 7,332 shares; 2025Q1: 7,535 shares; 2025Q2: 4,813 shares; 2025Q3: 4,397 shares; 2025Q4: 4,428 shares 4,428 $1.27M 0.16% +31 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,091 shares; 2024Q4: 66,105 shares; 2025Q1: 57,316 shares; 2025Q2: 54,808 shares; 2025Q3: 66,418 shares; 2025Q4: 54,801 shares 54,801 $1.26M 0.16% -11,617 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,449 shares; 2024Q4: 11,057 shares; 2025Q1: 10,772 shares; 2025Q2: 3,576 shares; 2025Q3: 3,739 shares; 2025Q4: 3,484 shares 3,484 $1.22M 0.16% -255 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,837 shares; 2025Q1: 5,445 shares; 2025Q2: 6,546 shares; 2025Q3: 6,838 shares; 2025Q4: 6,728 shares 6,728 $1.2M 0.15% -110 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,046 shares; 2025Q3: 6,142 shares; 2025Q4: 5,463 shares 5,463 $1.17M 0.15% -679 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 7,344 shares; 2025Q1: not reported; 2025Q2: 7,231 shares; 2025Q3: 7,386 shares; 2025Q4: 7,896 shares 7,896 $1.13M 0.15% +510 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 4,684 shares; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 4,480 shares; 2025Q4: 4,391 shares 4,391 $1.13M 0.15% -89 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,584 shares; 2025Q1: 3,579 shares; 2025Q2: 3,560 shares; 2025Q3: 3,440 shares; 2025Q4: 3,442 shares 3,442 $1.08M 0.14% +2 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,526 shares; 2024Q4: 10,907 shares; 2025Q1: 10,617 shares; 2025Q2: 11,591 shares; 2025Q3: 12,486 shares; 2025Q4: 12,825 shares 12,825 $1.03M 0.13% +339 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,163 shares; 2025Q3: 14,372 shares; 2025Q4: 15,533 shares 15,533 $1.01M 0.13% +1,161 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,539 shares; 2024Q4: 7,046 shares; 2025Q1: not reported; 2025Q2: 10,637 shares; 2025Q3: 10,618 shares; 2025Q4: 10,642 shares 10,642 $1M 0.13% +24 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,898 shares; 2024Q4: 12,855 shares; 2025Q1: not reported; 2025Q2: 11,294 shares; 2025Q3: 11,305 shares; 2025Q4: 10,745 shares 10,745 $1M 0.13% -560 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 881 shares; 2025Q1: 939 shares; 2025Q2: 903 shares; 2025Q3: 946 shares; 2025Q4: 1,046 shares 1,046 $902K 0.12% +100 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,920 shares; 2025Q3: 6,234 shares; 2025Q4: 6,905 shares 6,905 $890K 0.11% +671 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 717 shares; 2025Q1: 689 shares; 2025Q2: 984 shares; 2025Q3: 1,015 shares; 2025Q4: 976 shares 976 $857K 0.11% -39 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,577 shares; 2024Q4: 7,621 shares; 2025Q1: 7,490 shares; 2025Q2: 7,531 shares; 2025Q3: 7,295 shares; 2025Q4: 7,325 shares 7,325 $833K 0.11% +30 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 7,091 shares; 2025Q1: 6,375 shares; 2025Q2: 6,412 shares; 2025Q3: 6,409 shares; 2025Q4: 6,825 shares 6,825 $821K 0.11% +416 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 2,990 shares; 2025Q1: 2,793 shares; 2025Q2: 2,695 shares; 2025Q3: 2,706 shares; 2025Q4: 5,698 shares 5,698 $820K 0.11% +2,992 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,040 shares; 2024Q4: 17,207 shares; 2025Q1: 15,519 shares; 2025Q2: 15,861 shares; 2025Q3: 16,389 shares; 2025Q4: 16,680 shares 16,680 $802K 0.1% +291 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 894 shares; 2025Q1: 929 shares; 2025Q2: 1,420 shares; 2025Q3: 1,442 shares; 2025Q4: 1,388 shares 1,388 $795K 0.1% -54 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: 1,883 shares; 2025Q3: 1,883 shares; 2025Q4: 1,362 shares 1,362 $782K 0.1% -521 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,545 shares; 2025Q1: 2,480 shares; 2025Q2: 2,381 shares; 2025Q3: 2,406 shares; 2025Q4: 2,369 shares 2,369 $775K 0.1% -37 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,630 shares; 2025Q3: 10,211 shares; 2025Q4: 11,524 shares 11,524 $771K 0.1% +1,313 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,528 shares; 2025Q1: 1,548 shares; 2025Q2: 1,567 shares; 2025Q3: 1,555 shares; 2025Q4: 1,564 shares 1,564 $757K 0.1% +9 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,779 shares; 2024Q4: 8,995 shares; 2025Q1: 8,908 shares; 2025Q2: 9,229 shares; 2025Q3: 9,518 shares; 2025Q4: 10,717 shares 10,717 $749K 0.1% +1,199 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,164 shares; 2024Q4: 13,294 shares; 2025Q1: not reported; 2025Q2: 14,025 shares; 2025Q3: 14,016 shares; 2025Q4: 13,884 shares 13,884 $747K 0.1% -132 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,830 shares; 2024Q4: 13,164 shares; 2025Q1: 13,084 shares; 2025Q2: 6,008 shares; 2025Q3: 5,651 shares; 2025Q4: 5,560 shares 5,560 $742K 0.1% -91 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 6,479 shares; 2025Q1: 6,352 shares; 2025Q2: 6,361 shares; 2025Q3: 6,594 shares; 2025Q4: 6,637 shares 6,637 $739K 0.1% +43 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,369 shares; 2025Q1: 2,270 shares; 2025Q2: 2,264 shares; 2025Q3: 2,259 shares; 2025Q4: 2,127 shares 2,127 $732K 0.09% -132 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 8,620 shares; 2025Q1: 8,651 shares; 2025Q2: 7,487 shares; 2025Q3: 7,512 shares; 2025Q4: 7,569 shares 7,569 $727K 0.09% +57 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,028 shares; 2025Q3: 13,637 shares; 2025Q4: 15,141 shares 15,141 $720K 0.09% +1,504 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,324 shares; 2024Q4: 17,234 shares; 2025Q1: 15,691 shares; 2025Q2: 16,938 shares; 2025Q3: 13,168 shares; 2025Q4: 11,354 shares 11,354 $683K 0.09% -1,814 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 7,821 shares; 2025Q1: not reported; 2025Q2: 8,215 shares; 2025Q3: 11,242 shares; 2025Q4: 11,919 shares 11,919 $677K 0.09% +677 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,578 shares; 2025Q1: not reported; 2025Q2: 3,504 shares; 2025Q3: 3,660 shares; 2025Q4: 3,649 shares 3,649 $669K 0.09% -11 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,865 shares; 2025Q1: 1,839 shares; 2025Q2: 1,751 shares; 2025Q3: 1,754 shares; 2025Q4: 1,722 shares 1,722 $661K 0.09% -32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 5,536 shares; 2025Q1: 5,538 shares; 2025Q2: 5,551 shares; 2025Q3: 5,560 shares; 2025Q4: 5,570 shares 5,570 $653K 0.08% +10 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,006 shares; 2025Q2: 5,429 shares; 2025Q3: 9,211 shares; 2025Q4: 9,432 shares 9,432 $649K 0.08% +221 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,527 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,821 shares 19,821 $646K 0.08% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,638 shares; 2025Q3: 6,763 shares; 2025Q4: 6,294 shares 6,294 $644K 0.08% -469 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 5,875 shares; 2025Q1: 5,384 shares; 2025Q2: 5,372 shares; 2025Q3: 5,386 shares; 2025Q4: 5,283 shares 5,283 $635K 0.08% -103 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,666 shares; 2025Q1: 4,595 shares; 2025Q2: 4,570 shares; 2025Q3: 4,573 shares; 2025Q4: 5,040 shares 5,040 $631K 0.08% +467 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,543 shares; 2025Q1: not reported; 2025Q2: 2,979 shares; 2025Q3: 3,015 shares; 2025Q4: 3,022 shares 3,022 $625K 0.08% +7 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 6,889 shares; 2025Q1: not reported; 2025Q2: 5,564 shares; 2025Q3: 6,088 shares; 2025Q4: 4,998 shares 4,998 $609K 0.08% -1,090 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,310 shares; 2025Q1: not reported; 2025Q2: 2,057 shares; 2025Q3: 2,051 shares; 2025Q4: 1,939 shares 1,939 $589K 0.08% -112 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 3,575 shares; 2025Q1: 3,577 shares; 2025Q2: 3,579 shares; 2025Q3: 3,472 shares; 2025Q4: 3,475 shares 3,475 $586K 0.08% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 3,708 shares; 2025Q1: not reported; 2025Q2: 3,517 shares; 2025Q3: 3,496 shares; 2025Q4: 3,595 shares 3,595 $582K 0.08% +99 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,189 shares; 2025Q2: 1,191 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares 1,227 $581K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,766 shares; 2025Q1: 3,796 shares; 2025Q2: 3,776 shares; 2025Q3: 3,715 shares; 2025Q4: 3,810 shares 3,810 $547K 0.07% +95 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 945 shares; 2025Q1: not reported; 2025Q2: 963 shares; 2025Q3: 963 shares; 2025Q4: 951 shares 951 $543K 0.07% -12 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,362 shares; 2025Q2: 5,399 shares; 2025Q3: 9,222 shares; 2025Q4: 9,379 shares 9,379 $526K 0.07% +157 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 1,821 shares; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 1,948 shares; 2025Q4: 1,945 shares 1,945 $515K 0.07% -3 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,819 shares; 2024Q4: 10,492 shares; 2025Q1: 10,964 shares; 2025Q2: 10,934 shares; 2025Q3: 11,024 shares; 2025Q4: 10,594 shares 10,594 $513K 0.07% -430 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 3,673 shares; 2025Q1: 3,686 shares; 2025Q2: 3,701 shares; 2025Q3: 3,716 shares; 2025Q4: 3,738 shares 3,738 $492K 0.06% +22 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,271 shares 18,271 $491K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 10,730 shares; 2025Q1: 14,542 shares; 2025Q2: 7,271 shares; 2025Q3: 7,409 shares; 2025Q4: 9,653 shares 9,653 $491K 0.06% +2,244 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 5,946 shares; 2025Q1: not reported; 2025Q2: 6,014 shares; 2025Q3: 6,013 shares; 2025Q4: 6,013 shares 6,013 $483K 0.06% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,164 shares; 2025Q1: not reported; 2025Q2: 2,175 shares; 2025Q3: 2,182 shares; 2025Q4: 2,196 shares 2,196 $483K 0.06% +14 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 8,510 shares; 2025Q1: 7,888 shares; 2025Q2: 7,702 shares; 2025Q3: 7,721 shares; 2025Q4: 8,793 shares 8,793 $469K 0.06% +1,072 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,419 shares; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,345 shares; 2025Q4: 1,335 shares 1,335 $467K 0.06% -10 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 4,406 shares; 2025Q1: not reported; 2025Q2: 4,579 shares; 2025Q3: 5,642 shares; 2025Q4: 4,707 shares 4,707 $464K 0.06% -935 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 525 shares; 2025Q1: 489 shares; 2025Q2: 520 shares; 2025Q3: 685 shares; 2025Q4: 4,936 shares 4,936 $463K 0.06% +4,251 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,689 shares; 2025Q1: 1,707 shares; 2025Q2: 1,731 shares; 2025Q3: 1,741 shares; 2025Q4: 1,756 shares 1,756 $456K 0.06% +15 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,470 shares; 2025Q1: 1,259 shares; 2025Q2: 1,308 shares; 2025Q3: 1,414 shares; 2025Q4: 1,398 shares 1,398 $431K 0.06% -16 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,060 shares; 2025Q1: 2,049 shares; 2025Q2: 2,056 shares; 2025Q3: 1,905 shares; 2025Q4: 1,983 shares 1,983 $431K 0.06% +78 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,113 shares; 2025Q2: 8,708 shares; 2025Q3: 9,644 shares; 2025Q4: 8,695 shares 8,695 $423K 0.05% -949 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,618 shares; 2025Q4: 8,618 shares 8,618 $422K 0.05% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 32,164 shares; 2025Q1: 13,671 shares; 2025Q2: 13,700 shares; 2025Q3: 13,730 shares; 2025Q4: 16,020 shares 16,020 $420K 0.05% +2,290 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 5,484 shares; 2025Q1: 6,037 shares; 2025Q2: 5,994 shares; 2025Q3: 5,321 shares; 2025Q4: 5,311 shares 5,311 $419K 0.05% -10 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 7,386 shares; 2025Q1: 7,391 shares; 2025Q2: 7,981 shares; 2025Q3: 8,176 shares; 2025Q4: 7,590 shares 7,590 $416K 0.05% -586 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 9,776 shares; 2025Q1: 9,780 shares; 2025Q2: 9,784 shares; 2025Q3: 9,789 shares; 2025Q4: 9,794 shares 9,794 $414K 0.05% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,677 shares; 2025Q3: 5,836 shares; 2025Q4: 5,782 shares 5,782 $414K 0.05% -54 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,709 shares; 2025Q3: 3,917 shares; 2025Q4: 4,386 shares 4,386 $412K 0.05% +469 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,833 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,027 shares; 2025Q4: 6,385 shares 6,385 $411K 0.05% +358 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,861 shares; 2025Q1: 3,888 shares; 2025Q2: 3,911 shares; 2025Q3: 3,942 shares; 2025Q4: 3,962 shares 3,962 $410K 0.05% +20 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,174 shares; 2025Q1: 1,201 shares; 2025Q2: 1,297 shares; 2025Q3: 1,299 shares; 2025Q4: 1,336 shares 1,336 $408K 0.05% +37 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,112 shares; 2025Q3: 9,827 shares; 2025Q4: 8,031 shares 8,031 $406K 0.05% -1,796 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,589 shares; 2025Q1: 17,680 shares; 2025Q2: 9,324 shares; 2025Q3: 9,440 shares; 2025Q4: 13,144 shares 13,144 $404K 0.05% +3,704 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,154 shares; 2025Q1: 2,169 shares; 2025Q2: 2,178 shares; 2025Q3: 2,182 shares; 2025Q4: 2,187 shares 2,187 $394K 0.05% +5 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,767 shares; 2025Q1: 3,781 shares; 2025Q2: 3,799 shares; 2025Q3: 3,817 shares; 2025Q4: 3,831 shares 3,831 $391K 0.05% +14 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,119 shares 14,119 $387K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,527 shares; 2025Q4: 6,752 shares 6,752 $384K 0.05% -775 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,293 shares; 2025Q1: 2,119 shares; 2025Q2: 2,238 shares; 2025Q3: 2,227 shares; 2025Q4: 2,371 shares 2,371 $380K 0.05% +144 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 4,756 shares; 2025Q1: 4,448 shares; 2025Q2: 4,173 shares; 2025Q3: 5,285 shares; 2025Q4: 5,082 shares 5,082 $377K 0.05% -203 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,294 shares; 2025Q1: 1,286 shares; 2025Q2: 1,287 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares 1,246 $367K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,697 shares; 2025Q1: 1,698 shares; 2025Q2: 1,701 shares; 2025Q3: 1,501 shares; 2025Q4: 1,574 shares 1,574 $364K 0.05% +73 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 2,008 shares; 2025Q1: 1,676 shares; 2025Q2: 1,677 shares; 2025Q3: 1,677 shares; 2025Q4: 1,739 shares 1,739 $362K 0.05% +62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares; 2025Q4: 3,843 shares 3,843 $361K 0.05% +59 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 993 shares 993 $357K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,158 shares; 2025Q1: 1,152 shares; 2025Q2: 1,164 shares; 2025Q3: 1,169 shares; 2025Q4: 1,182 shares 1,182 $356K 0.05% +13 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,439 shares; 2025Q1: not reported; 2025Q2: 3,726 shares; 2025Q3: 3,071 shares; 2025Q4: 3,244 shares 3,244 $341K 0.04% +173 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 888 shares; 2025Q1: 907 shares; 2025Q2: 908 shares; 2025Q3: 897 shares; 2025Q4: 873 shares 873 $340K 0.04% -24 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,053 shares; 2025Q1: 4,252 shares; 2025Q2: 4,270 shares; 2025Q3: 4,696 shares; 2025Q4: 4,330 shares 4,330 $337K 0.04% -366 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 8,283 shares; 2025Q1: 8,751 shares; 2025Q2: 3,987 shares; 2025Q3: 3,813 shares; 2025Q4: 3,753 shares 3,753 $332K 0.04% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,667 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,665 shares; 2025Q4: 2,437 shares 2,437 $332K 0.04% +772 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,461 shares; 2025Q4: 6,519 shares 6,519 $327K 0.04% +58 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,861 shares; 2025Q4: 3,786 shares 3,786 $325K 0.04% +925 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,221 shares; 2024Q4: 8,735 shares; 2025Q1: not reported; 2025Q2: 8,243 shares; 2025Q3: 8,055 shares; 2025Q4: 7,983 shares 7,983 $324K 0.04% -72 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,006 shares; 2025Q1: 1,008 shares; 2025Q2: 1,013 shares; 2025Q3: 987 shares; 2025Q4: 986 shares 986 $319K 0.04% -1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 10,752 shares; 2025Q1: 8,994 shares; 2025Q2: not reported; 2025Q3: 8,495 shares; 2025Q4: 8,610 shares 8,610 $318K 0.04% +115 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,806 shares; 2025Q3: 13,924 shares; 2025Q4: 14,077 shares 14,077 $316K 0.04% +153 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,494 shares; 2025Q3: 13,613 shares; 2025Q4: 13,767 shares 13,767 $315K 0.04% +154 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,721 shares; 2025Q1: 4,728 shares; 2025Q2: 4,735 shares; 2025Q3: 4,955 shares; 2025Q4: 3,930 shares 3,930 $314K 0.04% -1,025 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,733 shares; 2025Q3: 10,684 shares; 2025Q4: 8,454 shares 8,454 $314K 0.04% -2,230 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,579 shares; 2025Q1: 1,585 shares; 2025Q2: 1,589 shares; 2025Q3: 1,593 shares; 2025Q4: 1,616 shares 1,616 $313K 0.04% +23 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,295 shares 38,295 $311K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 378 shares 378 $310K 0.04% +104 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,359 shares; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: 1,552 shares; 2025Q4: 1,449 shares 1,449 $305K 0.04% -103 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,975 shares; 2025Q4: 1,770 shares 1,770 $303K 0.04% -205 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,131 shares; 2025Q1: 4,080 shares; 2025Q2: 3,946 shares; 2025Q3: 4,053 shares; 2025Q4: 3,590 shares 3,590 $302K 0.04% -463 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,551 shares; 2025Q1: 2,049 shares; 2025Q2: 1,849 shares; 2025Q3: 1,877 shares; 2025Q4: 2,182 shares 2,182 $301K 0.04% +305 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,616 shares 1,616 $300K 0.04% +27 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: 603 shares; 2025Q2: 602 shares; 2025Q3: 640 shares; 2025Q4: 636 shares 636 $299K 0.04% -4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,657 shares; 2025Q3: 1,547 shares; 2025Q4: 1,680 shares 1,680 $298K 0.04% +133 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,844 shares; 2025Q3: 5,680 shares; 2025Q4: 7,524 shares 7,524 $297K 0.04% +1,844 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,162 shares; 2025Q2: 2,424 shares; 2025Q3: 2,430 shares; 2025Q4: 2,436 shares 2,436 $295K 0.04% +6 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,976 shares; 2025Q1: not reported; 2025Q2: 2,080 shares; 2025Q3: 2,123 shares; 2025Q4: 2,300 shares 2,300 $294K 0.04% +177 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,889 shares; 2025Q4: 2,889 shares 2,889 $288K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,017 shares; 2025Q3: 14,131 shares; 2025Q4: 14,277 shares 14,277 $283K 0.04% +146 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,644 shares; 2025Q3: 12,748 shares; 2025Q4: 12,879 shares 12,879 $283K 0.04% +131 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,358 shares; 2025Q3: 12,461 shares; 2025Q4: 12,593 shares 12,593 $282K 0.04% +132 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 4,500 shares; 2025Q1: not reported; 2025Q2: 1,845 shares; 2025Q3: 1,753 shares; 2025Q4: 1,870 shares 1,870 $279K 0.04% +117 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 3,922 shares; 2025Q1: 3,843 shares; 2025Q2: 3,717 shares; 2025Q3: 4,283 shares; 2025Q4: 4,215 shares 4,215 $278K 0.04% -68 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares 1,291 $277K 0.04% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,058 shares 3,058 $275K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,445 shares; 2024Q4: 20,051 shares; 2025Q1: 18,454 shares; 2025Q2: 17,732 shares; 2025Q3: 10,606 shares; 2025Q4: 11,053 shares 11,053 $275K 0.04% +447 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 576 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 570 shares 570 $274K 0.04% +1 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,603 shares 36,603 $268K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,593 shares; 2024Q4: 4,301 shares; 2025Q1: 3,552 shares; 2025Q2: 3,576 shares; 2025Q3: 3,308 shares; 2025Q4: 3,304 shares 3,304 $265K 0.03% -4 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,846 shares; 2025Q1: 4,877 shares; 2025Q2: 4,906 shares; 2025Q3: 4,938 shares; 2025Q4: 4,985 shares 4,985 $265K 0.03% +47 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,256 shares; 2024Q4: 14,525 shares; 2025Q1: 14,582 shares; 2025Q2: 14,770 shares; 2025Q3: 14,994 shares; 2025Q4: 14,951 shares 14,951 $262K 0.03% -43 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,024 shares; 2025Q1: not reported; 2025Q2: 2,033 shares; 2025Q3: 2,039 shares; 2025Q4: 2,045 shares 2,045 $257K 0.03% +6 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,647 shares 1,647 $255K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,817 shares; 2025Q1: 1,785 shares; 2025Q2: 1,789 shares; 2025Q3: 1,794 shares; 2025Q4: 1,716 shares 1,716 $255K 0.03% -78 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,130 shares; 2025Q1: 2,661 shares; 2025Q2: 2,657 shares; 2025Q3: 2,562 shares; 2025Q4: 2,565 shares 2,565 $254K 0.03% +3 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,303 shares; 2025Q1: not reported; 2025Q2: 5,496 shares; 2025Q3: 5,454 shares; 2025Q4: 5,351 shares 5,351 $253K 0.03% -103 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares; 2025Q4: 792 shares 792 $252K 0.03% +104 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,540 shares; 2025Q1: 2,314 shares; 2025Q2: 2,340 shares; 2025Q3: 2,370 shares; 2025Q4: 2,385 shares 2,385 $252K 0.03% +15 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 7,284 shares; 2025Q1: 7,161 shares; 2025Q2: 7,944 shares; 2025Q3: 7,185 shares; 2025Q4: 7,187 shares 7,187 $250K 0.03% +2 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: 385 shares; 2025Q4: 381 shares 381 $249K 0.03% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 2,016 shares; 2025Q1: 1,933 shares; 2025Q2: 1,836 shares; 2025Q3: 1,839 shares; 2025Q4: 2,062 shares 2,062 $242K 0.03% +223 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: 218 shares 218 $234K 0.03% +13 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 2,886 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,899 shares; 2025Q4: 5,009 shares 5,009 $232K 0.03% -890 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,225 shares; 2025Q3: 4,286 shares; 2025Q4: 3,281 shares 3,281 $229K 0.03% -1,005 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,475 shares 3,475 $228K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,045 shares; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 1,597 shares; 2025Q4: 1,605 shares 1,605 $226K 0.03% +8 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: not reported; 2025Q1: 2,290 shares; 2025Q2: 1,972 shares; 2025Q3: 1,958 shares; 2025Q4: 1,837 shares 1,837 $225K 0.03% -121 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 666 shares; 2025Q2: 665 shares; 2025Q3: 638 shares; 2025Q4: 639 shares 639 $225K 0.03% +1 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,481 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,531 shares; 2025Q4: 2,543 shares 2,543 $224K 0.03% +12 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,657 shares 4,657 $224K 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,970 shares; 2025Q3: 8,818 shares; 2025Q4: 8,986 shares 8,986 $224K 0.03% +168 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,484 shares; 2025Q4: 2,560 shares 2,560 $223K 0.03% -924 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,286 shares; 2025Q1: not reported; 2025Q2: 2,289 shares; 2025Q3: 2,290 shares; 2025Q4: 2,292 shares 2,292 $222K 0.03% +2 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares 204 $218K 0.03% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,780 shares; 2024Q4: 33,780 shares; 2025Q1: 14,447 shares; 2025Q2: 14,447 shares; 2025Q3: 14,447 shares; 2025Q4: 14,447 shares 14,447 $217K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,148 shares; 2025Q4: 2,139 shares 2,139 $214K 0.03% -9 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares 1,313 $214K 0.03% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,593 shares; 2025Q4: 2,522 shares 2,522 $211K 0.03% -1,071 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 459 shares 459 $208K 0.03% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares 1,301 $201K 0.03% new Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,976 shares 8,976 $200K 0.03% new Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,680 shares 8,680 $200K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,403 shares; 2024Q4: 11,403 shares; 2025Q1: 11,404 shares; 2025Q2: 11,405 shares; 2025Q3: 11,406 shares; 2025Q4: 11,406 shares 11,406 $137K 0.02% 0 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,547 shares; 2025Q2: 16,547 shares; 2025Q3: 16,547 shares; 2025Q4: 16,547 shares 16,547 $72.1K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares 19,500 $31K <0.01% 0 Timeline EWPMF EAST WEST MINERALS LTD COM(CAN More: the full row for EAST WEST MINERALS LTD COM(CAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,000 shares 37,000 $5.81K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,333 shares; 2024Q4: 33,333 shares; 2025Q1: 33,333 shares; 2025Q2: not reported; 2025Q3: 33,333 shares; 2025Q4: 33,333 shares 33,333 $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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $0 0% 0 Value filed as zero, left out of ratios.