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: 913,099 shares; 2024Q4: 984,394 shares; 2025Q1: 1,037,692 shares; 2025Q2: 1,185,987 shares; 2025Q3: 1,142,723 shares; 2025Q4: 1,208,721 shares 1,208,721 $180M 27.45% +65,998 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,854 shares; 2024Q4: 1,074,587 shares; 2025Q1: 1,104,378 shares; 2025Q2: 1,120,845 shares; 2025Q3: 1,153,274 shares; 2025Q4: 1,308,304 shares 1,308,304 $66.3M 10.13% +155,030 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,823 shares; 2024Q4: 318,797 shares; 2025Q1: 331,559 shares; 2025Q2: 352,362 shares; 2025Q3: 336,292 shares; 2025Q4: 368,844 shares 368,844 $33.7M 5.15% +32,552 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: 340,632 shares; 2024Q4: 336,631 shares; 2025Q1: 350,600 shares; 2025Q2: 363,351 shares; 2025Q3: 506,209 shares; 2025Q4: 655,333 shares 655,333 $33.3M 5.09% +149,124 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: 50,676 shares; 2024Q4: 116,579 shares; 2025Q1: 115,585 shares; 2025Q2: 90,253 shares; 2025Q3: 83,743 shares; 2025Q4: 86,323 shares 86,323 $28.9M 4.42% +2,580 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,893 shares; 2024Q4: 96,064 shares; 2025Q1: 103,822 shares; 2025Q2: 111,716 shares; 2025Q3: 109,862 shares; 2025Q4: 116,909 shares 116,909 $28.8M 4.4% +7,047 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100,442 shares; 2024Q4: 1,237,404 shares; 2025Q1: 1,282,507 shares; 2025Q2: 1,489,846 shares; 2025Q3: 1,498,738 shares; 2025Q4: 1,710,583 shares 1,710,583 $19.7M 3.01% +211,845 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,492 shares; 2024Q4: 147,690 shares; 2025Q1: 160,971 shares; 2025Q2: 164,069 shares; 2025Q3: 160,079 shares; 2025Q4: 181,266 shares 181,266 $17.5M 2.67% +21,187 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: 67,252 shares; 2024Q4: 66,488 shares; 2025Q1: 65,257 shares; 2025Q2: 63,074 shares; 2025Q3: 59,816 shares; 2025Q4: 59,513 shares 59,513 $16.2M 2.47% -303 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: 29,420 shares; 2024Q4: 27,106 shares; 2025Q1: 27,868 shares; 2025Q2: 26,049 shares; 2025Q3: 25,509 shares; 2025Q4: 25,460 shares 25,460 $15.6M 2.39% -49 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,597 shares; 2024Q4: 97,346 shares; 2025Q1: 101,949 shares; 2025Q2: 113,975 shares; 2025Q3: 112,236 shares; 2025Q4: 117,236 shares 117,236 $14.1M 2.15% +5,000 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: 28,325 shares; 2024Q4: 27,628 shares; 2025Q1: 27,689 shares; 2025Q2: 27,375 shares; 2025Q3: 25,074 shares; 2025Q4: 27,274 shares 27,274 $8.79M 1.34% +2,200 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: 7,004 shares; 2024Q4: 7,131 shares; 2025Q1: 7,074 shares; 2025Q2: 7,822 shares; 2025Q3: 7,361 shares; 2025Q4: 7,398 shares 7,398 $7.95M 1.21% +37 Timeline VTWG 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: 61,719 shares; 2024Q4: 57,612 shares; 2025Q1: 59,944 shares; 2025Q2: 71,948 shares; 2025Q3: 37,211 shares; 2025Q4: 33,189 shares 33,189 $7.83M 1.2% -4,022 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: 41,784 shares; 2024Q4: 39,758 shares; 2025Q1: 39,638 shares; 2025Q2: 39,541 shares; 2025Q3: 38,274 shares; 2025Q4: 37,674 shares 37,674 $6.7M 1.02% -600 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: 8,972 shares; 2024Q4: 8,891 shares; 2025Q1: 8,134 shares; 2025Q2: 9,010 shares; 2025Q3: 8,467 shares; 2025Q4: 9,100 shares 9,100 $6.21M 0.95% +633 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: 32,593 shares; 2024Q4: 32,496 shares; 2025Q1: 32,798 shares; 2025Q2: 33,169 shares; 2025Q3: 33,139 shares; 2025Q4: 32,423 shares 32,423 $6.05M 0.92% -716 Timeline VTWO 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: 56,180 shares; 2024Q4: 49,927 shares; 2025Q1: 53,422 shares; 2025Q2: 64,452 shares; 2025Q3: 58,716 shares; 2025Q4: 57,218 shares 57,218 $5.69M 0.87% -1,498 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 23,807 shares; 2025Q1: 43,636 shares; 2025Q2: 57,815 shares; 2025Q3: 18,089 shares; 2025Q4: 72,939 shares 72,939 $5.41M 0.83% +54,850 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: 9,156 shares; 2024Q4: 9,274 shares; 2025Q1: 9,277 shares; 2025Q2: 9,141 shares; 2025Q3: 8,494 shares; 2025Q4: 8,741 shares 8,741 $4.23M 0.65% +247 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: 56,003 shares; 2024Q4: 56,245 shares; 2025Q1: 56,368 shares; 2025Q2: 61,743 shares; 2025Q3: 16,968 shares; 2025Q4: 60,859 shares 60,859 $3.62M 0.55% +43,891 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: 89,643 shares; 2024Q4: 89,228 shares; 2025Q1: 87,555 shares; 2025Q2: 84,490 shares; 2025Q3: 18,427 shares; 2025Q4: 83,526 shares 83,526 $3.31M 0.51% +65,099 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: 13,993 shares; 2024Q4: 12,938 shares; 2025Q1: 13,405 shares; 2025Q2: 13,639 shares; 2025Q3: 13,543 shares; 2025Q4: 14,198 shares 14,198 $3.28M 0.5% +655 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,451 shares; 2024Q4: 26,709 shares; 2025Q1: 29,522 shares; 2025Q2: 29,561 shares; 2025Q3: 29,211 shares; 2025Q4: 30,252 shares 30,252 $3.23M 0.49% +1,041 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,774 shares; 2024Q4: 44,780 shares; 2025Q1: 40,741 shares; 2025Q2: 41,361 shares; 2025Q3: 43,292 shares; 2025Q4: 52,813 shares 52,813 $3.17M 0.48% +9,521 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: 4,613 shares; 2024Q4: 4,736 shares; 2025Q1: 4,690 shares; 2025Q2: 4,694 shares; 2025Q3: 4,409 shares; 2025Q4: 4,660 shares 4,660 $3.08M 0.47% +251 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: 55,235 shares; 2024Q4: 52,800 shares; 2025Q1: 52,057 shares; 2025Q2: 50,613 shares; 2025Q3: 49,525 shares; 2025Q4: 49,613 shares 49,613 $2.73M 0.42% +88 Timeline DFSV 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: 74,767 shares; 2024Q4: 79,304 shares; 2025Q1: 73,164 shares; 2025Q2: 79,167 shares; 2025Q3: not reported; 2025Q4: 78,317 shares 78,317 $2.58M 0.39% new Timeline PDP 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: 92,610 shares; 2024Q4: 67,188 shares; 2025Q1: 70,720 shares; 2025Q2: 73,556 shares; 2025Q3: 21,170 shares; 2025Q4: 21,081 shares 21,081 $2.45M 0.37% -89 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: 9,845 shares; 2024Q4: 8,971 shares; 2025Q1: 11,082 shares; 2025Q2: 11,017 shares; 2025Q3: 10,965 shares; 2025Q4: 11,075 shares 11,075 $2.4M 0.37% +110 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: 20,644 shares; 2024Q4: 24,562 shares; 2025Q1: 25,742 shares; 2025Q2: 21,904 shares; 2025Q3: 4,772 shares; 2025Q4: 23,422 shares 23,422 $2.39M 0.36% +18,650 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: 7,622 shares; 2024Q4: 7,084 shares; 2025Q1: 7,116 shares; 2025Q2: 7,201 shares; 2025Q3: 7,233 shares; 2025Q4: 7,265 shares 7,265 $2.27M 0.35% +32 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: 40,569 shares; 2024Q4: 35,788 shares; 2025Q1: 35,326 shares; 2025Q2: 33,437 shares; 2025Q3: 11,174 shares; 2025Q4: 33,439 shares 33,439 $2.25M 0.34% +22,265 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,366 shares; 2024Q4: 25,580 shares; 2025Q1: 25,319 shares; 2025Q2: 31,753 shares; 2025Q3: 28,882 shares; 2025Q4: 44,403 shares 44,403 $2.23M 0.34% +15,521 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 3,532 shares; 2025Q1: 3,462 shares; 2025Q2: 4,362 shares; 2025Q3: 23,836 shares; 2025Q4: 22,565 shares 22,565 $2.21M 0.34% -1,271 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,921 shares; 2024Q4: 34,631 shares; 2025Q1: 37,727 shares; 2025Q2: 41,013 shares; 2025Q3: 6,681 shares; 2025Q4: 43,388 shares 43,388 $2.17M 0.33% +36,707 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: 2,574 shares; 2024Q4: 3,076 shares; 2025Q1: 3,152 shares; 2025Q2: 3,404 shares; 2025Q3: 2,890 shares; 2025Q4: 3,392 shares 3,392 $2.13M 0.32% +502 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,088 shares 39,088 $2.11M 0.32% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,805 shares; 2024Q4: 29,805 shares; 2025Q1: 28,660 shares; 2025Q2: 28,662 shares; 2025Q3: 33,761 shares; 2025Q4: 33,761 shares 33,761 $1.98M 0.3% 0 Timeline SHM 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: 51,453 shares; 2024Q4: 51,456 shares; 2025Q1: 51,458 shares; 2025Q2: 49,766 shares; 2025Q3: 41,166 shares; 2025Q4: 41,166 shares 41,166 $1.98M 0.3% 0 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: 22,487 shares; 2024Q4: 21,303 shares; 2025Q1: 21,099 shares; 2025Q2: 21,115 shares; 2025Q3: 20,964 shares; 2025Q4: 20,980 shares 20,980 $1.96M 0.3% +16 Timeline SPTM 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: 20,699 shares; 2024Q4: 22,913 shares; 2025Q1: 26,437 shares; 2025Q2: 20,188 shares; 2025Q3: 21,903 shares; 2025Q4: 23,366 shares 23,366 $1.93M 0.29% +1,463 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 17,891 shares; 2025Q1: 23,054 shares; 2025Q2: 23,413 shares; 2025Q3: 4,195 shares; 2025Q4: 23,163 shares 23,163 $1.91M 0.29% +18,968 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: 28,870 shares; 2024Q4: 15,507 shares; 2025Q1: 18,987 shares; 2025Q2: 24,243 shares; 2025Q3: 22,243 shares; 2025Q4: 31,266 shares 31,266 $1.79M 0.27% +9,023 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,779 shares; 2024Q4: 29,195 shares; 2025Q1: 29,206 shares; 2025Q2: 38,012 shares; 2025Q3: 4,693 shares; 2025Q4: 38,217 shares 38,217 $1.78M 0.27% +33,524 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: 34,530 shares; 2024Q4: 33,255 shares; 2025Q1: 33,415 shares; 2025Q2: 33,515 shares; 2025Q3: 32,111 shares; 2025Q4: 32,065 shares 32,065 $1.76M 0.27% -46 Timeline XBI 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: 19,855 shares; 2024Q4: 13,614 shares; 2025Q1: 14,809 shares; 2025Q2: 15,680 shares; 2025Q3: 15,380 shares; 2025Q4: 14,320 shares 14,320 $1.75M 0.27% -1,060 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: 5,374 shares; 2024Q4: 5,472 shares; 2025Q1: 5,488 shares; 2025Q2: 5,507 shares; 2025Q3: 5,438 shares; 2025Q4: 5,410 shares 5,410 $1.7M 0.26% -28 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: 15,169 shares; 2024Q4: 14,481 shares; 2025Q1: 13,554 shares; 2025Q2: 13,208 shares; 2025Q3: 13,217 shares; 2025Q4: 13,226 shares 13,226 $1.59M 0.24% +9 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,102 shares; 2025Q1: 11,547 shares; 2025Q2: 21,522 shares; 2025Q3: 16,160 shares; 2025Q4: 19,222 shares 19,222 $1.57M 0.24% +3,062 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares 7,100 $1.4M 0.21% 0 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: 6,113 shares; 2024Q4: 7,715 shares; 2025Q1: 10,620 shares; 2025Q2: 12,206 shares; 2025Q3: 3,691 shares; 2025Q4: 17,754 shares 17,754 $1.32M 0.2% +14,063 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 2,605 shares; 2025Q1: 3,009 shares; 2025Q2: 5,342 shares; 2025Q3: 4,650 shares; 2025Q4: 4,525 shares 4,525 $1.31M 0.2% -125 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: 16,873 shares; 2024Q4: 18,349 shares; 2025Q1: 33,232 shares; 2025Q2: 32,130 shares; 2025Q3: 7,859 shares; 2025Q4: 38,067 shares 38,067 $1.3M 0.2% +30,208 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,057 shares; 2024Q4: 11,285 shares; 2025Q1: 12,020 shares; 2025Q2: 13,096 shares; 2025Q3: 8,396 shares; 2025Q4: 15,108 shares 15,108 $1.28M 0.2% +6,712 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: 3,971 shares; 2024Q4: 3,926 shares; 2025Q1: 3,827 shares; 2025Q2: 3,760 shares; 2025Q3: 3,650 shares; 2025Q4: 3,685 shares 3,685 $1.28M 0.19% +35 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 10,036 shares; 2025Q1: 10,036 shares; 2025Q2: 10,199 shares; 2025Q3: 8,826 shares; 2025Q4: 8,826 shares 8,826 $1.27M 0.19% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,223 shares; 2025Q4: 11,957 shares 11,957 $1.19M 0.18% +4,734 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: 6,373 shares; 2024Q4: 6,174 shares; 2025Q1: 6,093 shares; 2025Q2: 6,006 shares; 2025Q3: 5,445 shares; 2025Q4: 5,683 shares 5,683 $1.18M 0.18% +238 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: 6,645 shares; 2025Q1: 6,646 shares; 2025Q2: 6,349 shares; 2025Q3: 6,234 shares; 2025Q4: 6,761 shares 6,761 $1.16M 0.18% +527 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,694 shares; 2024Q4: 17,351 shares; 2025Q1: 17,387 shares; 2025Q2: 9,848 shares; 2025Q3: 4,159 shares; 2025Q4: 10,791 shares 10,791 $1.16M 0.18% +6,632 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: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 2,292 shares 2,292 $1.12M 0.17% +285 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,387 shares; 2024Q4: 46,109 shares; 2025Q1: 43,673 shares; 2025Q2: 22,343 shares; 2025Q3: 22,204 shares; 2025Q4: 22,561 shares 22,561 $1.1M 0.17% +357 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: 4,983 shares; 2024Q4: 5,049 shares; 2025Q1: 5,216 shares; 2025Q2: 5,263 shares; 2025Q3: 3,587 shares; 2025Q4: 5,350 shares 5,350 $1.04M 0.16% +1,763 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: 2,015 shares; 2024Q4: 1,877 shares; 2025Q1: 1,941 shares; 2025Q2: 2,297 shares; 2025Q3: 2,058 shares; 2025Q4: 2,073 shares 2,073 $1.04M 0.16% +15 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: 17,671 shares; 2024Q4: 17,674 shares; 2025Q1: 18,015 shares; 2025Q2: 21,215 shares; 2025Q3: not reported; 2025Q4: 26,921 shares 26,921 $1.02M 0.16% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 458 shares; 2025Q1: 735 shares; 2025Q2: 2,075 shares; 2025Q3: 2,766 shares; 2025Q4: 2,883 shares 2,883 $952K 0.15% +117 Timeline DUSB 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: 18,763 shares 18,763 $950K 0.15% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,954 shares; 2025Q1: 1,953 shares; 2025Q2: 2,086 shares; 2025Q3: 1,999 shares; 2025Q4: 2,051 shares 2,051 $922K 0.14% +52 Timeline KRE 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: 16,717 shares; 2024Q4: 14,298 shares; 2025Q1: 14,298 shares; 2025Q2: 14,448 shares; 2025Q3: 14,148 shares; 2025Q4: 14,148 shares 14,148 $917K 0.14% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 961 shares; 2025Q3: 961 shares; 2025Q4: 961 shares 961 $829K 0.13% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,220 shares; 2025Q4: 8,620 shares 8,620 $822K 0.13% +400 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: 1,342 shares; 2024Q4: 1,357 shares; 2025Q1: 1,164 shares; 2025Q2: 1,168 shares; 2025Q3: 938 shares; 2025Q4: 1,150 shares 1,150 $788K 0.12% +212 Timeline DFGR 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: 26,057 shares; 2024Q4: 26,541 shares; 2025Q1: 25,826 shares; 2025Q2: 26,408 shares; 2025Q3: not reported; 2025Q4: 29,214 shares 29,214 $772K 0.12% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,248 shares; 2024Q4: 23,424 shares; 2025Q1: 23,377 shares; 2025Q2: 23,617 shares; 2025Q3: 17,040 shares; 2025Q4: 23,567 shares 23,567 $771K 0.12% +6,527 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: 4,710 shares; 2024Q4: 4,577 shares; 2025Q1: 3,866 shares; 2025Q2: 3,576 shares; 2025Q3: 3,572 shares; 2025Q4: 3,567 shares 3,567 $764K 0.12% -5 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: 810 shares; 2024Q4: 823 shares; 2025Q1: 818 shares; 2025Q2: 813 shares; 2025Q3: 797 shares; 2025Q4: 8,110 shares 8,110 $760K 0.12% +7,313 Timeline HROW HARROW INC More: the full row for HARROW 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: 30,000 shares; 2025Q4: 15,300 shares 15,300 $750K 0.11% -14,700 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,730 shares 5,730 $746K 0.11% +500 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: 2,367 shares; 2024Q4: 2,234 shares; 2025Q1: 2,034 shares; 2025Q2: 2,034 shares; 2025Q3: 2,029 shares; 2025Q4: 2,029 shares 2,029 $731K 0.11% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,390 shares; 2024Q4: 28,440 shares; 2025Q1: 27,440 shares; 2025Q2: 27,040 shares; 2025Q3: 25,940 shares; 2025Q4: 25,940 shares 25,940 $703K 0.11% 0 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: 7,095 shares; 2024Q4: 6,732 shares; 2025Q1: 6,714 shares; 2025Q2: 6,774 shares; 2025Q3: 6,274 shares; 2025Q4: 6,254 shares 6,254 $697K 0.11% -20 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 2,504 shares; 2025Q1: 2,439 shares; 2025Q2: 2,320 shares; 2025Q3: 2,143 shares; 2025Q4: 2,365 shares 2,365 $681K 0.1% +222 Timeline RSP 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: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,122 shares; 2025Q2: 3,509 shares; 2025Q3: 2,214 shares; 2025Q4: 3,509 shares 3,509 $672K 0.1% +1,295 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: 3,352 shares; 2024Q4: 2,799 shares; 2025Q1: 2,852 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares; 2025Q4: 2,950 shares 2,950 $663K 0.1% +35 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: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,140 shares; 2025Q2: 1,125 shares; 2025Q3: 1,049 shares; 2025Q4: 1,125 shares 1,125 $645K 0.1% +76 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,005 shares; 2024Q4: 28,958 shares; 2025Q1: 28,604 shares; 2025Q2: 27,461 shares; 2025Q3: 9,738 shares; 2025Q4: 27,062 shares 27,062 $631K 0.1% +17,324 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 366 shares; 2025Q4: 501 shares 501 $609K 0.09% +135 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,084 shares; 2025Q1: 1,144 shares; 2025Q2: 2,866 shares; 2025Q3: 2,871 shares; 2025Q4: 2,871 shares 2,871 $608K 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 6,000 shares 6,000 $602K 0.09% +2,000 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $601K 0.09% 0 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: 1,140 shares; 2024Q4: 1,161 shares; 2025Q1: 1,175 shares; 2025Q2: 1,122 shares; 2025Q3: 1,054 shares; 2025Q4: 1,060 shares 1,060 $600K 0.09% +6 Timeline PGF 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: 43,408 shares; 2024Q4: 43,337 shares; 2025Q1: 42,720 shares; 2025Q2: 40,371 shares; 2025Q3: 40,936 shares; 2025Q4: 41,520 shares 41,520 $587K 0.09% +584 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: 4,295 shares; 2024Q4: 4,450 shares; 2025Q1: 4,350 shares; 2025Q2: 4,081 shares; 2025Q3: 4,081 shares; 2025Q4: 3,781 shares 3,781 $576K 0.09% -300 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: 9,926 shares; 2024Q4: 5,109 shares; 2025Q1: 5,219 shares; 2025Q2: 5,208 shares; 2025Q3: 5,065 shares; 2025Q4: 5,065 shares 5,065 $576K 0.09% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,137 shares; 2024Q4: 15,137 shares; 2025Q1: 13,014 shares; 2025Q2: 13,014 shares; 2025Q3: not reported; 2025Q4: 15,036 shares 15,036 $572K 0.09% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,900 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $566K 0.09% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,688 shares; 2025Q1: 1,674 shares; 2025Q2: 1,632 shares; 2025Q3: 1,603 shares; 2025Q4: 1,642 shares 1,642 $565K 0.09% +39 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 14,500 shares; 2025Q3: 35,500 shares; 2025Q4: 65,300 shares 65,300 $561K 0.09% +29,800 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: 10,014 shares; 2024Q4: 6,853 shares; 2025Q1: 6,853 shares; 2025Q2: 6,642 shares; 2025Q3: 6,153 shares; 2025Q4: 6,187 shares 6,187 $553K 0.08% +34 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,787 shares; 2024Q4: 10,320 shares; 2025Q1: 10,067 shares; 2025Q2: 10,012 shares; 2025Q3: 10,012 shares; 2025Q4: 10,012 shares 10,012 $548K 0.08% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,550 shares; 2025Q4: 4,550 shares 4,550 $548K 0.08% 0 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: 5,849 shares; 2024Q4: 6,161 shares; 2025Q1: 5,724 shares; 2025Q2: 5,678 shares; 2025Q3: 5,678 shares; 2025Q4: 5,678 shares 5,678 $545K 0.08% 0 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: 488 shares; 2024Q4: 490 shares; 2025Q1: 488 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares 492 $527K 0.08% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,270 shares; 2024Q4: 9,596 shares; 2025Q1: 9,596 shares; 2025Q2: 9,596 shares; 2025Q3: 9,596 shares; 2025Q4: 9,590 shares 9,590 $526K 0.08% -6 Timeline PRF 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: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: not reported; 2025Q4: 11,000 shares 11,000 $516K 0.08% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,514 shares; 2025Q1: 3,518 shares; 2025Q2: 3,453 shares; 2025Q3: 2,770 shares; 2025Q4: 3,671 shares 3,671 $511K 0.08% +901 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 9,131 shares; 2025Q1: 8,831 shares; 2025Q2: 9,043 shares; 2025Q3: not reported; 2025Q4: 10,600 shares 10,600 $511K 0.08% new 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: 2,586 shares; 2024Q4: 2,363 shares; 2025Q1: 2,313 shares; 2025Q2: 2,363 shares; 2025Q3: 1,809 shares; 2025Q4: 2,398 shares 2,398 $509K 0.08% +589 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 1,621 shares; 2025Q3: 1,586 shares; 2025Q4: 1,630 shares 1,630 $495K 0.08% +44 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares 1,312 $460K 0.07% 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: 2,204 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares 1,968 $455K 0.07% 0 Timeline ILCG 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: 4,240 shares; 2024Q4: 4,240 shares; 2025Q1: 4,354 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares 4,360 $454K 0.07% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 34,075 shares 34,075 $450K 0.07% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,053 shares; 2025Q1: 2,053 shares; 2025Q2: 2,034 shares; 2025Q3: 1,800 shares; 2025Q4: 1,957 shares 1,957 $447K 0.07% +157 Timeline IWP 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: 3,601 shares; 2024Q4: 2,154 shares; 2025Q1: 2,191 shares; 2025Q2: 3,246 shares; 2025Q3: 3,246 shares; 2025Q4: 3,246 shares 3,246 $444K 0.07% 0 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: 5,911 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,155 shares; 2025Q3: 5,695 shares; 2025Q4: 8,155 shares 8,155 $438K 0.07% +2,460 Timeline VIGI 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: 5,128 shares; 2024Q4: 4,710 shares; 2025Q1: 4,710 shares; 2025Q2: 4,710 shares; 2025Q3: 4,710 shares; 2025Q4: 4,710 shares 4,710 $431K 0.07% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,087 shares; 2025Q2: 2,087 shares; 2025Q3: 2,087 shares; 2025Q4: 2,087 shares 2,087 $428K 0.07% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 4,202 shares; 2025Q1: 4,156 shares; 2025Q2: 4,567 shares; 2025Q3: 3,734 shares; 2025Q4: 3,734 shares 3,734 $425K 0.06% 0 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: 1,595 shares; 2024Q4: 1,621 shares; 2025Q1: 1,728 shares; 2025Q2: 1,731 shares; 2025Q3: 1,783 shares; 2025Q4: 1,592 shares 1,592 $422K 0.06% -191 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: 12,470 shares; 2024Q4: 11,170 shares; 2025Q1: 11,270 shares; 2025Q2: 11,510 shares; 2025Q3: 8,547 shares; 2025Q4: 11,388 shares 11,388 $420K 0.06% +2,841 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: 2,060 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: not reported; 2025Q4: 1,962 shares 1,962 $413K 0.06% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares 1,438 $410K 0.06% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,401 shares; 2025Q2: 5,279 shares; 2025Q3: 3,267 shares; 2025Q4: 5,411 shares 5,411 $408K 0.06% +2,144 Timeline FDRR 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: 11,543 shares; 2024Q4: 7,804 shares; 2025Q1: 7,804 shares; 2025Q2: 7,304 shares; 2025Q3: 6,875 shares; 2025Q4: 6,678 shares 6,678 $407K 0.06% -197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 540 shares 540 $407K 0.06% -13 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,617 shares; 2024Q4: 9,015 shares; 2025Q1: 8,685 shares; 2025Q2: 13,105 shares; 2025Q3: 12,970 shares; 2025Q4: 12,970 shares 12,970 $402K 0.06% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,914 shares; 2024Q4: 42,801 shares; 2025Q1: 14,644 shares; 2025Q2: 16,644 shares; 2025Q3: 11,163 shares; 2025Q4: 22,303 shares 22,303 $387K 0.06% +11,140 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 920 shares; 2025Q3: 820 shares; 2025Q4: 820 shares 820 $384K 0.06% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,564 shares; 2024Q4: 10,570 shares; 2025Q1: 10,681 shares; 2025Q2: 9,955 shares; 2025Q3: 9,955 shares; 2025Q4: 9,955 shares 9,955 $382K 0.06% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 1,156 shares; 2025Q1: 1,643 shares; 2025Q2: 1,505 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares 1,510 $382K 0.06% 0 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: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,469 shares; 2025Q2: 1,469 shares; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares 1,469 $379K 0.06% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 3,540 shares; 2025Q1: 3,585 shares; 2025Q2: 4,291 shares; 2025Q3: 4,191 shares; 2025Q4: 8,382 shares 8,382 $375K 0.06% +4,191 Timeline IWS 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: 4,700 shares; 2024Q4: 3,765 shares; 2025Q1: 3,365 shares; 2025Q2: 3,272 shares; 2025Q3: 3,089 shares; 2025Q4: 2,649 shares 2,649 $374K 0.06% -440 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: 2,736 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,743 shares; 2025Q4: 1,695 shares 1,695 $373K 0.06% -48 Timeline XLU 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: 5,727 shares; 2024Q4: 4,722 shares; 2025Q1: 4,850 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares; 2025Q4: 8,650 shares 8,650 $369K 0.06% +3,825 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: 3,463 shares; 2024Q4: 3,482 shares; 2025Q1: 3,778 shares; 2025Q2: 3,909 shares; 2025Q3: not reported; 2025Q4: 3,921 shares 3,921 $368K 0.06% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,220 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,001 shares; 2025Q4: 2,225 shares 2,225 $357K 0.05% +224 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: 3,298 shares; 2024Q4: 3,330 shares; 2025Q1: 3,347 shares; 2025Q2: 4,269 shares; 2025Q3: not reported; 2025Q4: 4,333 shares 4,333 $341K 0.05% new 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: 3,798 shares; 2024Q4: 3,798 shares; 2025Q1: 3,808 shares; 2025Q2: 3,798 shares; 2025Q3: 3,798 shares; 2025Q4: 3,798 shares 3,798 $335K 0.05% 0 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: 9,005 shares; 2024Q4: 9,005 shares; 2025Q1: 9,005 shares; 2025Q2: 9,005 shares; 2025Q3: 9,005 shares; 2025Q4: 9,005 shares 9,005 $334K 0.05% 0 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 2,314 shares 2,314 $333K 0.05% +1,157 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,050 shares; 2024Q4: 42,350 shares; 2025Q1: 42,350 shares; 2025Q2: 42,350 shares; 2025Q3: 42,350 shares; 2025Q4: 42,350 shares 42,350 $332K 0.05% 0 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: 1,871 shares; 2025Q1: 1,871 shares; 2025Q2: 1,871 shares; 2025Q3: 1,612 shares; 2025Q4: 1,871 shares 1,871 $332K 0.05% +259 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: 4,594 shares; 2024Q4: 2,589 shares; 2025Q1: 2,589 shares; 2025Q2: 2,589 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares 2,691 $332K 0.05% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,712 shares; 2024Q4: 9,715 shares; 2025Q1: 9,592 shares; 2025Q2: 9,598 shares; 2025Q3: not reported; 2025Q4: 9,602 shares 9,602 $331K 0.05% new 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: 1,090 shares; 2024Q4: 1,304 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares 1,102 $326K 0.05% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 5,064 shares; 2025Q1: 4,302 shares; 2025Q2: 4,551 shares; 2025Q3: 4,388 shares; 2025Q4: 4,803 shares 4,803 $317K 0.05% +415 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: not reported; 2025Q3: 4,949 shares; 2025Q4: 4,849 shares 4,849 $316K 0.05% -100 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $313K 0.05% 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: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,802 shares; 2025Q4: 3,063 shares 3,063 $306K 0.05% +261 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,860 shares; 2024Q4: 11,704 shares; 2025Q1: 12,660 shares; 2025Q2: 12,660 shares; 2025Q3: 12,660 shares; 2025Q4: 12,660 shares 12,660 $304K 0.05% 0 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares 2,295 $303K 0.05% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,424 shares; 2024Q4: 16,584 shares; 2025Q1: 16,204 shares; 2025Q2: 14,604 shares; 2025Q3: 14,404 shares; 2025Q4: 14,404 shares 14,404 $302K 0.05% 0 Timeline FENY 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: 15,165 shares; 2024Q4: 14,500 shares; 2025Q1: 14,499 shares; 2025Q2: 13,770 shares; 2025Q3: 12,170 shares; 2025Q4: 12,170 shares 12,170 $301K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares 341 $300K 0.05% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,322 shares; 2025Q1: 2,259 shares; 2025Q2: 2,247 shares; 2025Q3: 1,715 shares; 2025Q4: 2,091 shares 2,091 $300K 0.05% +376 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares 1,233 $299K 0.05% 0 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: 8,913 shares; 2024Q4: 8,026 shares; 2025Q1: 9,284 shares; 2025Q2: 9,291 shares; 2025Q3: 9,298 shares; 2025Q4: 7,309 shares 7,309 $298K 0.05% -1,989 Timeline SNPE 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: 4,346 shares; 2024Q4: 4,636 shares; 2025Q1: 4,636 shares; 2025Q2: 4,636 shares; 2025Q3: 4,728 shares; 2025Q4: 4,752 shares 4,752 $297K 0.05% +24 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,000 shares; 2025Q1: 226,000 shares; 2025Q2: 288,000 shares; 2025Q3: 316,000 shares; 2025Q4: 308,500 shares 308,500 $296K 0.05% -7,500 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 1,849 shares; 2025Q3: 1,599 shares; 2025Q4: 1,599 shares 1,599 $296K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares 1,518 $294K 0.04% 0 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $293K 0.04% 0 Timeline CIBR 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: 3,267 shares; 2025Q2: 3,817 shares; 2025Q3: 3,710 shares; 2025Q4: 3,760 shares 3,760 $269K 0.04% +50 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,005 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares 930 $269K 0.04% 0 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: 702 shares; 2024Q4: 703 shares; 2025Q1: 802 shares; 2025Q2: 702 shares; 2025Q3: 902 shares; 2025Q4: 759 shares 759 $265K 0.04% -143 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: 1,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 1,028 shares 1,028 $264K 0.04% -15 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 5,011 shares; 2025Q1: 4,761 shares; 2025Q2: 4,561 shares; 2025Q3: 4,308 shares; 2025Q4: 4,561 shares 4,561 $263K 0.04% +253 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: 2,453 shares; 2024Q4: 2,240 shares; 2025Q1: 2,343 shares; 2025Q2: 2,031 shares; 2025Q3: 2,033 shares; 2025Q4: 2,035 shares 2,035 $255K 0.04% +2 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: 476 shares; 2024Q4: 480 shares; 2025Q1: 495 shares; 2025Q2: 435 shares; 2025Q3: 414 shares; 2025Q4: 435 shares 435 $248K 0.04% +21 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: not reported; 2025Q4: 1,020 shares 1,020 $246K 0.04% new Timeline IWV 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: 729 shares; 2024Q4: 607 shares; 2025Q1: not reported; 2025Q2: 647 shares; 2025Q3: 615 shares; 2025Q4: 615 shares 615 $238K 0.04% 0 Timeline OIH 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: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: not reported; 2025Q3: 828 shares; 2025Q4: 828 shares 828 $236K 0.04% 0 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: not reported; 2024Q4: 3,392 shares; 2025Q1: 3,364 shares; 2025Q2: 3,157 shares; 2025Q3: 2,957 shares; 2025Q4: 2,975 shares 2,975 $229K 0.04% +18 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares 2,002 $224K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 591 shares 591 $219K 0.03% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 3,930 shares; 2025Q1: 4,630 shares; 2025Q2: 5,130 shares; 2025Q3: 3,930 shares; 2025Q4: 4,239 shares 4,239 $216K 0.03% +309 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,900 shares; 2024Q4: 47,900 shares; 2025Q1: 46,400 shares; 2025Q2: 39,650 shares; 2025Q3: 31,650 shares; 2025Q4: 29,170 shares 29,170 $213K 0.03% -2,480 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,162 shares 4,162 $211K 0.03% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares 1,481 $209K 0.03% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,920 shares; 2024Q4: not reported; 2025Q1: 10,220 shares; 2025Q2: 11,770 shares; 2025Q3: 27,870 shares; 2025Q4: 29,970 shares 29,970 $141K 0.02% +2,100 Timeline BULL WEBULL CORP More: the full row for WEBULL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares 17,000 $132K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 1,700 shares 1,700 $110K 0.02% +1,300 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,160 shares; 2024Q4: 12,000 shares; 2025Q1: 11,900 shares; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares; 2025Q4: 11,500 shares 11,500 $50.4K 0.01% -400 Timeline ARAI ARRIVE AI INC More: the full row for ARRIVE AI 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: 14,929 shares; 2025Q3: 15,340 shares; 2025Q4: 15,340 shares 15,340 $40.3K 0.01% 0 Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,060 shares; 2024Q4: 24,260 shares; 2025Q1: 23,760 shares; 2025Q2: 19,760 shares; 2025Q3: 19,460 shares; 2025Q4: 19,460 shares 19,460 $8.17K <0.01% 0 Timeline