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: 9,764,967 shares; 2024Q4: 39,195,946 shares; 2025Q1: 40,450,598 shares; 2025Q2: 42,286,978 shares; 2025Q3: 42,168,342 shares; 2025Q4: 41,810,550 shares 41,810,550 $1.36B 14.05% -357,792 Timeline SCHV 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: 10,745,795 shares; 2024Q4: 31,961,534 shares; 2025Q1: 32,984,784 shares; 2025Q2: 32,992,117 shares; 2025Q3: 34,105,438 shares; 2025Q4: 35,128,777 shares 35,128,777 $1.04B 10.71% +1,023,339 Timeline VGK 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: 6,010,040 shares; 2024Q4: 3,625,024 shares; 2025Q1: 2,385,075 shares; 2025Q2: 8,332,294 shares; 2025Q3: 8,480,853 shares; 2025Q4: 8,695,326 shares 8,695,326 $727M 7.49% +214,473 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459,339 shares; 2024Q4: 4,536,546 shares; 2025Q1: 4,898,706 shares; 2025Q2: 5,903,156 shares; 2025Q3: 5,972,291 shares; 2025Q4: 5,988,147 shares 5,988,147 $541M 5.57% +15,856 Timeline DFAE 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: 6,135,344 shares; 2024Q4: 8,944,939 shares; 2025Q1: 10,648,826 shares; 2025Q2: 12,129,964 shares; 2025Q3: 12,152,804 shares; 2025Q4: 12,166,621 shares 12,166,621 $396M 4.08% +13,817 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,266 shares; 2024Q4: 132,362 shares; 2025Q1: 105,867 shares; 2025Q2: 6,470,848 shares; 2025Q3: 6,778,519 shares; 2025Q4: 7,024,424 shares 7,024,424 $331M 3.41% +245,905 Timeline SPTI 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: 6,001,803 shares; 2024Q4: 8,725,812 shares; 2025Q1: 10,103,795 shares; 2025Q2: 10,349,392 shares; 2025Q3: 10,729,157 shares; 2025Q4: 11,316,901 shares 11,316,901 $326M 3.36% +587,744 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: 2,715,315 shares; 2024Q4: 2,909,578 shares; 2025Q1: 3,043,243 shares; 2025Q2: 3,141,376 shares; 2025Q3: 3,355,023 shares; 2025Q4: 3,525,085 shares 3,525,085 $275M 2.83% +170,062 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: 570,732 shares; 2024Q4: 515,334 shares; 2025Q1: 530,848 shares; 2025Q2: 548,423 shares; 2025Q3: 488,865 shares; 2025Q4: 487,825 shares 487,825 $238M 2.45% -1,040 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: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 5,844,562 shares; 2025Q3: 5,863,971 shares; 2025Q4: 5,872,164 shares 5,872,164 $223M 2.3% +8,193 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: 1,191,019 shares; 2024Q4: 1,134,246 shares; 2025Q1: 1,213,920 shares; 2025Q2: 1,238,954 shares; 2025Q3: 1,170,660 shares; 2025Q4: 1,166,166 shares 1,166,166 $223M 2.29% -4,494 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: 2,969,970 shares; 2024Q4: 4,174,854 shares; 2025Q1: 5,010,439 shares; 2025Q2: 6,462,729 shares; 2025Q3: 6,510,973 shares; 2025Q4: 6,616,180 shares 6,616,180 $218M 2.24% +105,207 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799,159 shares; 2024Q4: 2,077,677 shares; 2025Q1: 2,277,094 shares; 2025Q2: 2,367,109 shares; 2025Q3: 2,536,417 shares; 2025Q4: 2,691,371 shares 2,691,371 $215M 2.21% +154,954 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140,123 shares; 2024Q4: 5,717,642 shares; 2025Q1: 6,803,893 shares; 2025Q2: 7,114,951 shares; 2025Q3: 7,479,032 shares; 2025Q4: 7,780,516 shares 7,780,516 $206M 2.12% +301,484 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: 3,544,982 shares; 2024Q4: 3,651,935 shares; 2025Q1: 3,855,031 shares; 2025Q2: 3,839,198 shares; 2025Q3: 3,999,789 shares; 2025Q4: 4,161,603 shares 4,161,603 $192M 1.97% +161,814 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773,865 shares; 2024Q4: 753,516 shares; 2025Q1: 802,798 shares; 2025Q2: 611,559 shares; 2025Q3: 604,629 shares; 2025Q4: 603,304 shares 603,304 $182M 1.88% -1,325 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: 1,061,231 shares; 2024Q4: 858,328 shares; 2025Q1: 876,639 shares; 2025Q2: 873,500 shares; 2025Q3: 637,311 shares; 2025Q4: 634,982 shares 634,982 $134M 1.38% -2,329 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: 2,016,395 shares; 2024Q4: 2,075,364 shares; 2025Q1: 2,208,631 shares; 2025Q2: 2,245,717 shares; 2025Q3: 2,352,657 shares; 2025Q4: 2,457,128 shares 2,457,128 $123M 1.27% +104,471 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: 96,904 shares; 2024Q4: 96,721 shares; 2025Q1: 95,430 shares; 2025Q2: 89,333 shares; 2025Q3: 124,700 shares; 2025Q4: 315,825 shares 315,825 $106M 1.09% +191,125 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: 3,647,275 shares; 2024Q4: 2,244,748 shares; 2025Q1: 1,809,697 shares; 2025Q2: 1,746,213 shares; 2025Q3: 1,737,750 shares; 2025Q4: 1,769,174 shares 1,769,174 $95.1M 0.98% +31,424 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: 1 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 864,660 shares; 2025Q3: 910,254 shares; 2025Q4: 952,152 shares 952,152 $79.7M 0.82% +41,898 Timeline IEUR 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: 1,011,505 shares; 2024Q4: 1,026,193 shares; 2025Q1: 1,038,769 shares; 2025Q2: 1,021,996 shares; 2025Q3: 1,007,227 shares; 2025Q4: 1,007,109 shares 1,007,109 $71.5M 0.74% -118 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035,106 shares; 2024Q4: 2,001,316 shares; 2025Q1: 2,113,788 shares; 2025Q2: 2,114,862 shares; 2025Q3: 2,095,111 shares; 2025Q4: 2,095,894 shares 2,095,894 $68.6M 0.71% +783 Timeline VWOB 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: 786,027 shares; 2024Q4: 813,104 shares; 2025Q1: 857,083 shares; 2025Q2: 879,462 shares; 2025Q3: 909,109 shares; 2025Q4: 935,827 shares 935,827 $63.1M 0.65% +26,718 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,303 shares; 2024Q4: 366,808 shares; 2025Q1: 415,055 shares; 2025Q2: 455,368 shares; 2025Q3: 540,598 shares; 2025Q4: 586,755 shares 586,755 $58.6M 0.6% +46,157 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: 552,512 shares; 2024Q4: 597,905 shares; 2025Q1: 624,302 shares; 2025Q2: 622,577 shares; 2025Q3: 736,985 shares; 2025Q4: 743,007 shares 743,007 $54.7M 0.56% +6,022 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: 203,473 shares; 2024Q4: 206,511 shares; 2025Q1: 230,437 shares; 2025Q2: 188,180 shares; 2025Q3: 187,178 shares; 2025Q4: 191,529 shares 191,529 $52.1M 0.54% +4,351 Timeline DFIS 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: 10,157,785 shares; 2024Q4: 10,678,258 shares; 2025Q1: 11,415,836 shares; 2025Q2: 1,843,614 shares; 2025Q3: 1,627,775 shares; 2025Q4: 1,563,088 shares 1,563,088 $51.5M 0.53% -64,687 Timeline SCHC 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: 1,051,476 shares; 2024Q4: 1,036,661 shares; 2025Q1: 1,157,170 shares; 2025Q2: 1,160,858 shares; 2025Q3: 1,099,304 shares; 2025Q4: 1,103,103 shares 1,103,103 $50.2M 0.52% +3,799 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: 92,636 shares; 2024Q4: 91,047 shares; 2025Q1: 78,002 shares; 2025Q2: 72,972 shares; 2025Q3: 71,635 shares; 2025Q4: 71,668 shares 71,668 $49.1M 0.51% +33 Timeline IPAC 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: 596,951 shares; 2024Q4: 609,009 shares; 2025Q1: 599,698 shares; 2025Q2: 653,467 shares; 2025Q3: 636,206 shares; 2025Q4: 655,922 shares 655,922 $48M 0.49% +19,716 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: 939,326 shares; 2024Q4: 962,724 shares; 2025Q1: 975,080 shares; 2025Q2: 865,400 shares; 2025Q3: 892,719 shares; 2025Q4: 942,979 shares 942,979 $47.4M 0.49% +50,260 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: 92,056 shares; 2024Q4: 92,314 shares; 2025Q1: 86,759 shares; 2025Q2: 87,351 shares; 2025Q3: 90,908 shares; 2025Q4: 91,738 shares 91,738 $44.4M 0.46% +830 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: 62,026 shares; 2024Q4: 62,307 shares; 2025Q1: 63,325 shares; 2025Q2: 65,584 shares; 2025Q3: 65,866 shares; 2025Q4: 66,515 shares 66,515 $41.7M 0.43% +649 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: 986,075 shares; 2024Q4: 992,877 shares; 2025Q1: 1,016,329 shares; 2025Q2: 1,040,919 shares; 2025Q3: 1,023,495 shares; 2025Q4: 1,076,494 shares 1,076,494 $41M 0.42% +52,999 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: 807,845 shares; 2024Q4: 815,868 shares; 2025Q1: 1,048,333 shares; 2025Q2: 1,106,184 shares; 2025Q3: 1,128,362 shares; 2025Q4: 1,180,027 shares 1,180,027 $40.4M 0.42% +51,665 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: 161,791 shares; 2024Q4: 169,218 shares; 2025Q1: 270,716 shares; 2025Q2: 276,415 shares; 2025Q3: 278,124 shares; 2025Q4: 280,057 shares 280,057 $40.1M 0.41% +1,933 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: 164,797 shares; 2024Q4: 165,645 shares; 2025Q1: 177,439 shares; 2025Q2: 185,548 shares; 2025Q3: 188,160 shares; 2025Q4: 208,571 shares 208,571 $38.9M 0.4% +20,411 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: 265,888 shares; 2024Q4: 269,713 shares; 2025Q1: 246,889 shares; 2025Q2: 267,797 shares; 2025Q3: 267,801 shares; 2025Q4: 284,556 shares 284,556 $34.4M 0.35% +16,755 Timeline IOO 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: 266,914 shares; 2024Q4: 273,756 shares; 2025Q1: 274,898 shares; 2025Q2: 277,577 shares; 2025Q3: 265,501 shares; 2025Q4: 251,534 shares 251,534 $31.9M 0.33% -13,967 Timeline VXF 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: 143,129 shares; 2024Q4: 144,651 shares; 2025Q1: 146,754 shares; 2025Q2: 149,460 shares; 2025Q3: 145,623 shares; 2025Q4: 144,174 shares 144,174 $30.1M 0.31% -1,449 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: 1,860,647 shares; 2024Q4: 890,831 shares; 2025Q1: 515,700 shares; 2025Q2: 456,605 shares; 2025Q3: 459,742 shares; 2025Q4: 486,936 shares 486,936 $29.2M 0.3% +27,194 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: 201,332 shares; 2024Q4: 199,625 shares; 2025Q1: 215,556 shares; 2025Q2: 215,884 shares; 2025Q3: 211,004 shares; 2025Q4: 206,277 shares 206,277 $29.1M 0.3% -4,727 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: 874,620 shares; 2024Q4: 847,448 shares; 2025Q1: 832,928 shares; 2025Q2: 792,365 shares; 2025Q3: 734,033 shares; 2025Q4: 726,382 shares 726,382 $28.8M 0.3% -7,651 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 209 shares; 2025Q1: 1,096 shares; 2025Q2: not reported; 2025Q3: 66,628 shares; 2025Q4: 274,437 shares 274,437 $26.4M 0.27% +207,809 Timeline JMUB 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: 104,868 shares; 2024Q4: 127,398 shares; 2025Q1: 185,956 shares; 2025Q2: 365,641 shares; 2025Q3: 424,411 shares; 2025Q4: 454,649 shares 454,649 $23M 0.24% +30,238 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: 341,887 shares; 2024Q4: 320,598 shares; 2025Q1: 622,937 shares; 2025Q2: 590,903 shares; 2025Q3: 571,643 shares; 2025Q4: 483,072 shares 483,072 $22.5M 0.23% -88,571 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: 53,914 shares; 2024Q4: 52,622 shares; 2025Q1: 50,189 shares; 2025Q2: 49,090 shares; 2025Q3: 49,050 shares; 2025Q4: 46,389 shares 46,389 $22M 0.23% -2,661 Timeline ITM 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: 312,077 shares; 2024Q4: 299,004 shares; 2025Q1: 298,695 shares; 2025Q2: 447,121 shares; 2025Q3: 460,689 shares; 2025Q4: 456,595 shares 456,595 $21.5M 0.22% -4,094 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: 8,479 shares; 2024Q4: 8,491 shares; 2025Q1: 12,920 shares; 2025Q2: 171,641 shares; 2025Q3: 184,500 shares; 2025Q4: 193,926 shares 193,926 $20.7M 0.21% +9,426 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: 51,542 shares; 2024Q4: 47,609 shares; 2025Q1: 50,737 shares; 2025Q2: 49,739 shares; 2025Q3: 55,178 shares; 2025Q4: 59,620 shares 59,620 $20.6M 0.21% +4,442 Timeline ESGD 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: 182,743 shares; 2024Q4: 205,178 shares; 2025Q1: 194,614 shares; 2025Q2: 197,096 shares; 2025Q3: 201,813 shares; 2025Q4: 213,779 shares 213,779 $20.3M 0.21% +11,966 Timeline VSS 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: 151,494 shares; 2024Q4: 156,642 shares; 2025Q1: 157,873 shares; 2025Q2: 139,518 shares; 2025Q3: 137,001 shares; 2025Q4: 135,651 shares 135,651 $19.4M 0.2% -1,350 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: 60,279 shares; 2024Q4: 57,461 shares; 2025Q1: 56,501 shares; 2025Q2: 57,958 shares; 2025Q3: 58,721 shares; 2025Q4: 60,383 shares 60,383 $18.9M 0.19% +1,662 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: 52,752 shares; 2024Q4: 52,441 shares; 2025Q1: 47,583 shares; 2025Q2: 49,654 shares; 2025Q3: 56,384 shares; 2025Q4: 56,033 shares 56,033 $17.6M 0.18% -351 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: 10,928 shares; 2024Q4: 10,613 shares; 2025Q1: 111,732 shares; 2025Q2: 118,853 shares; 2025Q3: 120,909 shares; 2025Q4: 119,619 shares 119,619 $17.2M 0.18% -1,290 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: 56,426 shares; 2024Q4: 54,232 shares; 2025Q1: 54,238 shares; 2025Q2: 52,987 shares; 2025Q3: 55,055 shares; 2025Q4: 55,202 shares 55,202 $16.9M 0.17% +147 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: 30,781 shares; 2024Q4: 30,516 shares; 2025Q1: 31,820 shares; 2025Q2: 31,771 shares; 2025Q3: 33,688 shares; 2025Q4: 33,352 shares 33,352 $16.8M 0.17% -336 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: 45,521 shares; 2024Q4: 49,290 shares; 2025Q1: 61,504 shares; 2025Q2: 69,831 shares; 2025Q3: 72,688 shares; 2025Q4: 72,294 shares 72,294 $16.7M 0.17% -394 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: 19,340 shares; 2024Q4: 19,182 shares; 2025Q1: 22,822 shares; 2025Q2: 23,562 shares; 2025Q3: 24,024 shares; 2025Q4: 24,978 shares 24,978 $16.5M 0.17% +954 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,016 shares; 2024Q4: 9,045 shares; 2025Q1: 108,879 shares; 2025Q2: 106,061 shares; 2025Q3: 104,536 shares; 2025Q4: 98,791 shares 98,791 $16.1M 0.17% -5,745 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,794 shares; 2024Q4: 52,579 shares; 2025Q1: 60,032 shares; 2025Q2: 62,113 shares; 2025Q3: 62,535 shares; 2025Q4: 65,383 shares 65,383 $16.1M 0.17% +2,848 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: 15,787 shares; 2024Q4: 15,666 shares; 2025Q1: 16,213 shares; 2025Q2: 16,224 shares; 2025Q3: 44,852 shares; 2025Q4: 164,833 shares 164,833 $15.8M 0.16% +119,981 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,928 shares; 2024Q4: 139,018 shares; 2025Q1: 141,406 shares; 2025Q2: 140,655 shares; 2025Q3: 148,003 shares; 2025Q4: 143,364 shares 143,364 $15.8M 0.16% -4,639 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: 195,921 shares; 2024Q4: 208,872 shares; 2025Q1: 223,719 shares; 2025Q2: 212,549 shares; 2025Q3: 212,052 shares; 2025Q4: 209,061 shares 209,061 $15.5M 0.16% -2,991 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: 92,336 shares; 2024Q4: 97,178 shares; 2025Q1: 113,674 shares; 2025Q2: 135,004 shares; 2025Q3: 144,383 shares; 2025Q4: 155,222 shares 155,222 $15.2M 0.16% +10,839 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: 22,741 shares; 2024Q4: 22,162 shares; 2025Q1: 22,031 shares; 2025Q2: 22,530 shares; 2025Q3: 22,231 shares; 2025Q4: 24,422 shares 24,422 $15M 0.15% +2,191 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,170 shares; 2025Q1: 54,074 shares; 2025Q2: 51,588 shares; 2025Q3: 47,613 shares; 2025Q4: 43,661 shares 43,661 $14.7M 0.15% -3,952 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 2,922 shares; 2025Q1: 122,065 shares; 2025Q2: 125,616 shares; 2025Q3: 129,086 shares; 2025Q4: 142,340 shares 142,340 $14.6M 0.15% +13,254 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,537 shares; 2024Q4: 121,200 shares; 2025Q1: 135,571 shares; 2025Q2: 143,261 shares; 2025Q3: 140,022 shares; 2025Q4: 139,344 shares 139,344 $14.3M 0.15% -678 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,661 shares; 2024Q4: 47,876 shares; 2025Q1: 47,955 shares; 2025Q2: 50,526 shares; 2025Q3: 51,565 shares; 2025Q4: 57,474 shares 57,474 $14.2M 0.15% +5,909 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,219 shares; 2024Q4: 425,557 shares; 2025Q1: 464,889 shares; 2025Q2: 459,709 shares; 2025Q3: 498,526 shares; 2025Q4: 598,432 shares 598,432 $14.2M 0.15% +99,906 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,191 shares; 2025Q1: 203,157 shares; 2025Q2: 206,507 shares; 2025Q3: 202,410 shares; 2025Q4: 210,649 shares 210,649 $14.1M 0.15% +8,239 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,002 shares; 2024Q4: 98,404 shares; 2025Q1: 95,222 shares; 2025Q2: 90,523 shares; 2025Q3: 88,980 shares; 2025Q4: 83,983 shares 83,983 $14.1M 0.14% -4,997 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,061 shares; 2025Q1: 408,003 shares; 2025Q2: 418,183 shares; 2025Q3: 473,548 shares; 2025Q4: 520,393 shares 520,393 $13.6M 0.14% +46,845 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: 38,300 shares; 2024Q4: 36,442 shares; 2025Q1: 36,502 shares; 2025Q2: 36,772 shares; 2025Q3: 37,855 shares; 2025Q4: 38,403 shares 38,403 $13.5M 0.14% +548 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: 18,550 shares; 2024Q4: 18,133 shares; 2025Q1: 18,138 shares; 2025Q2: 18,341 shares; 2025Q3: 18,341 shares; 2025Q4: 17,851 shares 17,851 $12.2M 0.13% -490 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: 145,542 shares; 2024Q4: 146,496 shares; 2025Q1: 155,454 shares; 2025Q2: 165,012 shares; 2025Q3: 169,780 shares; 2025Q4: 178,237 shares 178,237 $12M 0.12% +8,457 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: 11,332 shares; 2024Q4: 11,474 shares; 2025Q1: 19,034 shares; 2025Q2: 23,741 shares; 2025Q3: 23,744 shares; 2025Q4: 25,573 shares 25,573 $11.5M 0.12% +1,829 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: 88,293 shares; 2024Q4: 93,974 shares; 2025Q1: 93,859 shares; 2025Q2: 88,443 shares; 2025Q3: 91,943 shares; 2025Q4: 91,165 shares 91,165 $11M 0.11% -778 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: 6,987 shares; 2024Q4: 7,392 shares; 2025Q1: 8,374 shares; 2025Q2: 7,770 shares; 2025Q3: 7,845 shares; 2025Q4: 10,095 shares 10,095 $10.8M 0.11% +2,250 Timeline EAGG 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: 174,762 shares; 2024Q4: 183,380 shares; 2025Q1: 184,643 shares; 2025Q2: 206,916 shares; 2025Q3: 215,078 shares; 2025Q4: 224,158 shares 224,158 $10.7M 0.11% +9,080 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: 12,168 shares; 2024Q4: 11,956 shares; 2025Q1: 12,474 shares; 2025Q2: 19,450 shares; 2025Q3: 19,190 shares; 2025Q4: 18,601 shares 18,601 $10.7M 0.11% -589 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $10.6M 0.11% 0 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: 206,854 shares; 2024Q4: 200,119 shares; 2025Q1: 184,625 shares; 2025Q2: 108,051 shares; 2025Q3: 99,039 shares; 2025Q4: 96,660 shares 96,660 $10.4M 0.11% -2,379 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: 123,541 shares; 2024Q4: 111,679 shares; 2025Q1: 114,057 shares; 2025Q2: 113,636 shares; 2025Q3: 114,200 shares; 2025Q4: 114,460 shares 114,460 $10.2M 0.11% +260 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: 56,927 shares; 2024Q4: 56,104 shares; 2025Q1: 52,917 shares; 2025Q2: 51,645 shares; 2025Q3: 51,437 shares; 2025Q4: 47,625 shares 47,625 $10M 0.1% -3,812 Timeline SLYG 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: 119,585 shares; 2024Q4: 117,607 shares; 2025Q1: 119,355 shares; 2025Q2: 107,602 shares; 2025Q3: 101,598 shares; 2025Q4: 100,165 shares 100,165 $9.43M 0.1% -1,433 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: 257,399 shares; 2024Q4: 219,452 shares; 2025Q1: 270,619 shares; 2025Q2: 195,912 shares; 2025Q3: 179,536 shares; 2025Q4: 150,249 shares 150,249 $8.95M 0.09% -29,287 Timeline SPEU 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: 3,137,122 shares; 2024Q4: 7,503,591 shares; 2025Q1: 10,139,173 shares; 2025Q2: 192,661 shares; 2025Q3: 185,951 shares; 2025Q4: 170,148 shares 170,148 $8.87M 0.09% -15,803 Timeline JPIE 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: 171,131 shares; 2024Q4: 171,640 shares; 2025Q1: 176,778 shares; 2025Q2: 176,310 shares; 2025Q3: 182,189 shares; 2025Q4: 179,952 shares 179,952 $8.33M 0.09% -2,237 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: 28,784 shares; 2024Q4: 29,734 shares; 2025Q1: 30,378 shares; 2025Q2: 33,531 shares; 2025Q3: 34,888 shares; 2025Q4: 34,990 shares 34,990 $7.99M 0.08% +102 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: 31,630 shares; 2024Q4: 33,473 shares; 2025Q1: 45,967 shares; 2025Q2: 54,363 shares; 2025Q3: 76,195 shares; 2025Q4: 79,671 shares 79,671 $7.96M 0.08% +3,476 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: 978,541 shares; 2024Q4: 405,058 shares; 2025Q1: 146,706 shares; 2025Q2: 136,415 shares; 2025Q3: 147,016 shares; 2025Q4: 139,997 shares 139,997 $7.81M 0.08% -7,019 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,003 shares; 2024Q4: 283,922 shares; 2025Q1: 286,695 shares; 2025Q2: 289,129 shares; 2025Q3: 298,939 shares; 2025Q4: 303,023 shares 303,023 $7.63M 0.08% +4,084 Timeline SLYV 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: 96,358 shares; 2024Q4: 93,964 shares; 2025Q1: 89,052 shares; 2025Q2: 87,666 shares; 2025Q3: 86,248 shares; 2025Q4: 83,552 shares 83,552 $7.6M 0.08% -2,696 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: 129,529 shares; 2024Q4: 131,844 shares; 2025Q1: 36,401 shares; 2025Q2: 36,854 shares; 2025Q3: 37,203 shares; 2025Q4: 35,871 shares 35,871 $7.42M 0.08% -1,332 Timeline IWB 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: 20,659 shares; 2024Q4: 20,653 shares; 2025Q1: 20,592 shares; 2025Q2: 20,377 shares; 2025Q3: 19,814 shares; 2025Q4: 19,443 shares 19,443 $7.26M 0.07% -371 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: 17,957 shares; 2024Q4: 18,213 shares; 2025Q1: 20,918 shares; 2025Q2: 20,997 shares; 2025Q3: 21,430 shares; 2025Q4: 22,206 shares 22,206 $7.16M 0.07% +776 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: 74,407 shares; 2024Q4: 74,568 shares; 2025Q1: 74,813 shares; 2025Q2: 74,791 shares; 2025Q3: 75,597 shares; 2025Q4: 75,287 shares 75,287 $7.09M 0.07% -310 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: 7,687 shares; 2024Q4: 7,266 shares; 2025Q1: 7,690 shares; 2025Q2: 7,517 shares; 2025Q3: 7,810 shares; 2025Q4: 8,164 shares 8,164 $7.04M 0.07% +354 Timeline ESGE 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: 138,093 shares; 2024Q4: 145,933 shares; 2025Q1: 134,534 shares; 2025Q2: 156,472 shares; 2025Q3: 155,558 shares; 2025Q4: 158,027 shares 158,027 $6.98M 0.07% +2,469 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: 58,110 shares; 2024Q4: 59,030 shares; 2025Q1: 163,935 shares; 2025Q2: 163,359 shares; 2025Q3: 160,590 shares; 2025Q4: 136,101 shares 136,101 $6.79M 0.07% -24,489 Timeline JCPB 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: 132,373 shares; 2024Q4: 133,121 shares; 2025Q1: 138,256 shares; 2025Q2: 139,195 shares; 2025Q3: 143,965 shares; 2025Q4: 142,412 shares 142,412 $6.74M 0.07% -1,553 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: 12,680 shares; 2024Q4: 11,792 shares; 2025Q1: 11,777 shares; 2025Q2: 11,500 shares; 2025Q3: 11,688 shares; 2025Q4: 11,776 shares 11,776 $6.72M 0.07% +88 Timeline SCHA 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: 155,823 shares; 2024Q4: 302,278 shares; 2025Q1: 244,868 shares; 2025Q2: 231,661 shares; 2025Q3: 230,841 shares; 2025Q4: 230,882 shares 230,882 $6.58M 0.07% +41 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: 37,985 shares; 2025Q2: 44,043 shares; 2025Q3: 42,309 shares; 2025Q4: 37,331 shares 37,331 $6.39M 0.07% -4,978 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: 52,526 shares; 2024Q4: 49,103 shares; 2025Q1: 50,393 shares; 2025Q2: 49,145 shares; 2025Q3: 53,517 shares; 2025Q4: 54,383 shares 54,383 $6.06M 0.06% +866 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: 222,947 shares; 2024Q4: 217,898 shares; 2025Q1: 220,880 shares; 2025Q2: 207,535 shares; 2025Q3: 183,431 shares; 2025Q4: 181,041 shares 181,041 $5.93M 0.06% -2,390 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: 340,330 shares; 2024Q4: 325,684 shares; 2025Q1: 297,750 shares; 2025Q2: 275,685 shares; 2025Q3: 118,739 shares; 2025Q4: 94,046 shares 94,046 $5.88M 0.06% -24,693 Timeline TFI 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: 182,322 shares; 2024Q4: 179,129 shares; 2025Q1: 168,555 shares; 2025Q2: 126,439 shares; 2025Q3: 122,909 shares; 2025Q4: 126,201 shares 126,201 $5.77M 0.06% +3,292 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: 18,289 shares; 2024Q4: 18,060 shares; 2025Q1: 17,969 shares; 2025Q2: 18,363 shares; 2025Q3: 17,992 shares; 2025Q4: 18,012 shares 18,012 $5.55M 0.06% +20 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: 7,975 shares; 2024Q4: 7,411 shares; 2025Q1: 7,216 shares; 2025Q2: 7,242 shares; 2025Q3: 7,333 shares; 2025Q4: 7,191 shares 7,191 $5.42M 0.06% -142 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,786 shares; 2024Q4: 18,786 shares; 2025Q1: 19,736 shares; 2025Q2: 19,229 shares; 2025Q3: 19,244 shares; 2025Q4: 19,239 shares 19,239 $5.37M 0.06% -5 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,250 shares; 2024Q4: 23,011 shares; 2025Q1: 25,127 shares; 2025Q2: 24,447 shares; 2025Q3: 17,730 shares; 2025Q4: 17,016 shares 17,016 $5.36M 0.06% -714 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: 37,446 shares; 2024Q4: 37,446 shares; 2025Q1: 37,439 shares; 2025Q2: 37,415 shares; 2025Q3: 37,479 shares; 2025Q4: 37,486 shares 37,486 $5.29M 0.05% +7 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: 16,432 shares; 2024Q4: 17,033 shares; 2025Q1: 15,927 shares; 2025Q2: 15,191 shares; 2025Q3: 15,417 shares; 2025Q4: 15,356 shares 15,356 $5.28M 0.05% -61 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: 2,475 shares; 2024Q4: 2,602 shares; 2025Q1: 4,781 shares; 2025Q2: 5,245 shares; 2025Q3: 5,305 shares; 2025Q4: 55,760 shares 55,760 $5.23M 0.05% +50,455 Timeline ESML 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: 107,390 shares; 2024Q4: 109,422 shares; 2025Q1: 107,673 shares; 2025Q2: 109,605 shares; 2025Q3: 109,392 shares; 2025Q4: 112,151 shares 112,151 $5.16M 0.05% +2,759 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: 17,147 shares; 2024Q4: 17,433 shares; 2025Q1: 18,059 shares; 2025Q2: 17,829 shares; 2025Q3: 17,732 shares; 2025Q4: 17,742 shares 17,742 $5.15M 0.05% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,549 shares; 2025Q3: 111,669 shares; 2025Q4: 118,302 shares 118,302 $5.03M 0.05% +6,633 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: 32,144 shares; 2024Q4: 33,330 shares; 2025Q1: 44,218 shares; 2025Q2: 39,046 shares; 2025Q3: 39,001 shares; 2025Q4: 39,921 shares 39,921 $4.92M 0.05% +920 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: 60,884 shares; 2024Q4: 57,499 shares; 2025Q1: 45,332 shares; 2025Q2: 42,356 shares; 2025Q3: 42,060 shares; 2025Q4: 40,569 shares 40,569 $4.88M 0.05% -1,491 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: 109,029 shares; 2024Q4: 103,045 shares; 2025Q1: 76,399 shares; 2025Q2: 71,231 shares; 2025Q3: 71,423 shares; 2025Q4: 73,690 shares 73,690 $4.86M 0.05% +2,267 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: 11,726 shares; 2024Q4: 10,305 shares; 2025Q1: 19,413 shares; 2025Q2: 21,028 shares; 2025Q3: 21,043 shares; 2025Q4: 18,853 shares 18,853 $4.84M 0.05% -2,190 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: 53,724 shares; 2024Q4: 51,784 shares; 2025Q1: 47,896 shares; 2025Q2: 46,313 shares; 2025Q3: 15,526 shares; 2025Q4: 11,605 shares 11,605 $4.79M 0.05% -3,921 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: 9,845 shares; 2024Q4: 15,757 shares; 2025Q1: 17,283 shares; 2025Q2: 30,109 shares; 2025Q3: 34,639 shares; 2025Q4: 58,216 shares 58,216 $4.73M 0.05% +23,577 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: 26,716 shares; 2024Q4: 25,719 shares; 2025Q1: 42,440 shares; 2025Q2: 41,560 shares; 2025Q3: 42,873 shares; 2025Q4: 44,318 shares 44,318 $4.66M 0.05% +1,445 Timeline SUSB 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: 156,640 shares; 2024Q4: 177,211 shares; 2025Q1: 185,369 shares; 2025Q2: 154,483 shares; 2025Q3: 162,586 shares; 2025Q4: 181,387 shares 181,387 $4.58M 0.05% +18,801 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: 33,137 shares; 2024Q4: 34,413 shares; 2025Q1: 21,973 shares; 2025Q2: 25,596 shares; 2025Q3: 36,846 shares; 2025Q4: 36,464 shares 36,464 $4.57M 0.05% -382 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: 216,537 shares; 2024Q4: 204,581 shares; 2025Q1: 201,931 shares; 2025Q2: 187,833 shares; 2025Q3: 186,737 shares; 2025Q4: 188,767 shares 188,767 $4.35M 0.04% +2,030 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,279 shares; 2024Q4: 64,700 shares; 2025Q1: 59,934 shares; 2025Q2: 59,009 shares; 2025Q3: 58,530 shares; 2025Q4: 58,427 shares 58,427 $4.31M 0.04% -103 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: 8,326 shares; 2024Q4: 9,547 shares; 2025Q1: 14,538 shares; 2025Q2: 15,799 shares; 2025Q3: 16,457 shares; 2025Q4: 20,226 shares 20,226 $4.29M 0.04% +3,769 Timeline EEMV 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: 66,825 shares; 2024Q4: 66,906 shares; 2025Q1: 66,895 shares; 2025Q2: 66,895 shares; 2025Q3: 66,931 shares; 2025Q4: 66,931 shares 66,931 $4.29M 0.04% 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: 17,433 shares; 2024Q4: 17,369 shares; 2025Q1: 17,512 shares; 2025Q2: 17,820 shares; 2025Q3: 17,083 shares; 2025Q4: 16,546 shares 16,546 $4.27M 0.04% -537 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: 64,678 shares; 2024Q4: 64,681 shares; 2025Q1: 62,635 shares; 2025Q2: 60,567 shares; 2025Q3: 23,655 shares; 2025Q4: 19,343 shares 19,343 $4.25M 0.04% -4,312 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: 67,456 shares; 2024Q4: 61,475 shares; 2025Q1: 14,557 shares; 2025Q2: 14,335 shares; 2025Q3: 15,336 shares; 2025Q4: 16,263 shares 16,263 $4.18M 0.04% +927 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 77,480 shares; 2025Q3: 80,996 shares; 2025Q4: 83,297 shares 83,297 $4.14M 0.04% +2,301 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: 24,046 shares; 2024Q4: 29,667 shares; 2025Q1: 41,583 shares; 2025Q2: 53,181 shares; 2025Q3: 51,994 shares; 2025Q4: 54,408 shares 54,408 $4.1M 0.04% +2,414 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: 5,854 shares; 2024Q4: 5,761 shares; 2025Q1: 7,981 shares; 2025Q2: 9,305 shares; 2025Q3: 11,551 shares; 2025Q4: 11,767 shares 11,767 $4.04M 0.04% +216 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: 60,981 shares; 2024Q4: 60,350 shares; 2025Q1: 47,482 shares; 2025Q2: 44,765 shares; 2025Q3: 48,450 shares; 2025Q4: 51,888 shares 51,888 $4M 0.04% +3,438 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: 24,788 shares; 2024Q4: 24,925 shares; 2025Q1: 26,607 shares; 2025Q2: 25,751 shares; 2025Q3: 26,158 shares; 2025Q4: 19,549 shares 19,549 $3.81M 0.04% -6,609 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 10,211 shares; 2025Q1: 22,665 shares; 2025Q2: 22,184 shares; 2025Q3: 23,709 shares; 2025Q4: 24,558 shares 24,558 $3.77M 0.04% +849 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: 8,824 shares; 2024Q4: 8,733 shares; 2025Q1: 9,240 shares; 2025Q2: 8,868 shares; 2025Q3: 10,434 shares; 2025Q4: 10,705 shares 10,705 $3.75M 0.04% +271 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: 94,842 shares; 2024Q4: 93,264 shares; 2025Q1: 94,928 shares; 2025Q2: 83,246 shares; 2025Q3: 79,676 shares; 2025Q4: 76,536 shares 76,536 $3.73M 0.04% -3,140 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,981 shares; 2025Q1: 12,340 shares; 2025Q2: 11,975 shares; 2025Q3: 16,840 shares; 2025Q4: 16,323 shares 16,323 $3.72M 0.04% -517 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: 2,840 shares; 2024Q4: 3,056 shares; 2025Q1: 5,761 shares; 2025Q2: 5,604 shares; 2025Q3: 5,737 shares; 2025Q4: 5,556 shares 5,556 $3.68M 0.04% -181 Timeline ILCV 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: 46,549 shares; 2024Q4: 46,534 shares; 2025Q1: 37,936 shares; 2025Q2: 37,891 shares; 2025Q3: 37,891 shares; 2025Q4: 37,891 shares 37,891 $3.58M 0.04% 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: 24,797 shares; 2024Q4: 26,620 shares; 2025Q1: 25,244 shares; 2025Q2: 29,551 shares; 2025Q3: 35,208 shares; 2025Q4: 35,578 shares 35,578 $3.53M 0.04% +370 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: 25,901 shares; 2024Q4: 26,616 shares; 2025Q1: 34,991 shares; 2025Q2: 35,033 shares; 2025Q3: 35,033 shares; 2025Q4: 35,162 shares 35,162 $3.39M 0.03% +129 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,182 shares; 2025Q1: 43,801 shares; 2025Q2: 43,826 shares; 2025Q3: 44,785 shares; 2025Q4: 45,434 shares 45,434 $3.36M 0.03% +649 Timeline FNDF 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: 86,804 shares; 2024Q4: 81,513 shares; 2025Q1: 79,913 shares; 2025Q2: 72,714 shares; 2025Q3: 72,063 shares; 2025Q4: 71,330 shares 71,330 $3.22M 0.03% -733 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: 24,066 shares; 2024Q4: 24,487 shares; 2025Q1: 16,388 shares; 2025Q2: 15,238 shares; 2025Q3: 20,273 shares; 2025Q4: 21,094 shares 21,094 $3.21M 0.03% +821 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: 3,069 shares; 2024Q4: 3,426 shares; 2025Q1: 10,235 shares; 2025Q2: 9,912 shares; 2025Q3: 10,638 shares; 2025Q4: 12,091 shares 12,091 $3.2M 0.03% +1,453 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: 26,447 shares; 2024Q4: 27,865 shares; 2025Q1: 37,264 shares; 2025Q2: 40,354 shares; 2025Q3: 50,725 shares; 2025Q4: 52,466 shares 52,466 $3.19M 0.03% +1,741 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: 1,641 shares; 2024Q4: 2,150 shares; 2025Q1: 8,237 shares; 2025Q2: 9,817 shares; 2025Q3: 24,782 shares; 2025Q4: 54,212 shares 54,212 $3.18M 0.03% +29,430 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: 60,765 shares; 2024Q4: 61,102 shares; 2025Q1: 39,678 shares; 2025Q2: 44,246 shares; 2025Q3: 40,722 shares; 2025Q4: 45,181 shares 45,181 $3.16M 0.03% +4,459 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 10 shares; 2025Q2: not reported; 2025Q3: 460,000 shares; 2025Q4: 460,016 shares 460,016 $3.14M 0.03% +16 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: 442 shares; 2024Q4: 890 shares; 2025Q1: 8,319 shares; 2025Q2: 15,055 shares; 2025Q3: 15,690 shares; 2025Q4: 17,520 shares 17,520 $3.11M 0.03% +1,830 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,301 shares; 2024Q4: 29,102 shares; 2025Q1: 43,734 shares; 2025Q2: 45,308 shares; 2025Q3: 44,385 shares; 2025Q4: 43,886 shares 43,886 $3.06M 0.03% -499 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: 5,930 shares; 2024Q4: 5,599 shares; 2025Q1: 6,072 shares; 2025Q2: 6,388 shares; 2025Q3: 6,896 shares; 2025Q4: 8,240 shares 8,240 $3.05M 0.03% +1,344 Timeline FNDA 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: 46,900 shares; 2024Q4: 93,801 shares; 2025Q1: 93,551 shares; 2025Q2: 93,550 shares; 2025Q3: 93,551 shares; 2025Q4: 93,489 shares 93,489 $2.95M 0.03% -62 Timeline MGV 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: 27,384 shares; 2024Q4: 27,452 shares; 2025Q1: 27,134 shares; 2025Q2: 26,824 shares; 2025Q3: 21,444 shares; 2025Q4: 20,660 shares 20,660 $2.92M 0.03% -784 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: 13,583 shares; 2024Q4: 13,378 shares; 2025Q1: 14,880 shares; 2025Q2: 14,960 shares; 2025Q3: 15,814 shares; 2025Q4: 15,897 shares 15,897 $2.92M 0.03% +83 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: 29,818 shares; 2024Q4: 34,384 shares; 2025Q1: 34,350 shares; 2025Q2: 34,350 shares; 2025Q3: 34,350 shares; 2025Q4: 34,350 shares 34,350 $2.91M 0.03% 0 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: 12,153 shares; 2024Q4: 12,801 shares; 2025Q1: 15,465 shares; 2025Q2: 17,739 shares; 2025Q3: 17,075 shares; 2025Q4: 17,654 shares 17,654 $2.83M 0.03% +579 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,667 shares; 2024Q4: 33,223 shares; 2025Q1: 32,283 shares; 2025Q2: 32,075 shares; 2025Q3: 32,075 shares; 2025Q4: 32,075 shares 32,075 $2.83M 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,348 shares; 2024Q4: 10,632 shares; 2025Q1: 14,559 shares; 2025Q2: 11,908 shares; 2025Q3: 11,152 shares; 2025Q4: 12,842 shares 12,842 $2.75M 0.03% +1,690 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,706 shares; 2024Q4: 22,723 shares; 2025Q1: 22,778 shares; 2025Q2: 22,896 shares; 2025Q3: 23,059 shares; 2025Q4: 19,731 shares 19,731 $2.67M 0.03% -3,328 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: 1,143 shares; 2024Q4: 1,296 shares; 2025Q1: 4,549 shares; 2025Q2: 4,505 shares; 2025Q3: 4,973 shares; 2025Q4: 5,381 shares 5,381 $2.6M 0.03% +408 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: 8,964 shares; 2024Q4: 8,254 shares; 2025Q1: 7,792 shares; 2025Q2: 7,449 shares; 2025Q3: 7,917 shares; 2025Q4: 7,920 shares 7,920 $2.59M 0.03% +3 Timeline SCHM 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: 38,793 shares; 2024Q4: 111,821 shares; 2025Q1: 94,472 shares; 2025Q2: 91,242 shares; 2025Q3: 91,104 shares; 2025Q4: 86,033 shares 86,033 $2.59M 0.03% -5,071 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: 68,986 shares; 2024Q4: 64,098 shares; 2025Q1: 11,402 shares; 2025Q2: 10,924 shares; 2025Q3: 10,601 shares; 2025Q4: 10,528 shares 10,528 $2.54M 0.03% -73 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: 20,134 shares; 2024Q4: 20,744 shares; 2025Q1: 23,424 shares; 2025Q2: 22,782 shares; 2025Q3: 24,760 shares; 2025Q4: 27,129 shares 27,129 $2.53M 0.03% +2,369 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: 41,515 shares; 2024Q4: 122,754 shares; 2025Q1: 103,073 shares; 2025Q2: 100,816 shares; 2025Q3: 97,528 shares; 2025Q4: 96,352 shares 96,352 $2.53M 0.03% -1,176 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,080 shares; 2025Q1: 3,367 shares; 2025Q2: 3,329 shares; 2025Q3: 3,291 shares; 2025Q4: 16,491 shares 16,491 $2.53M 0.03% +13,200 Timeline VCEB 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: 36,150 shares; 2025Q3: 37,871 shares; 2025Q4: 39,436 shares 39,436 $2.51M 0.03% +1,565 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,738 shares; 2025Q1: 2,741 shares; 2025Q2: 2,775 shares; 2025Q3: 2,771 shares; 2025Q4: 2,852 shares 2,852 $2.51M 0.03% +81 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,619 shares; 2025Q2: 56,673 shares; 2025Q3: 55,273 shares; 2025Q4: 49,185 shares 49,185 $2.48M 0.03% -6,088 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,179 shares; 2024Q4: 39,765 shares; 2025Q1: 38,126 shares; 2025Q2: 37,805 shares; 2025Q3: 37,520 shares; 2025Q4: 37,212 shares 37,212 $2.45M 0.03% -308 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 5,989 shares; 2025Q1: 6,376 shares; 2025Q2: 6,818 shares; 2025Q3: 6,651 shares; 2025Q4: 7,795 shares 7,795 $2.44M 0.03% +1,144 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 4,782 shares; 2025Q1: 4,779 shares; 2025Q2: 4,972 shares; 2025Q3: 4,980 shares; 2025Q4: 4,643 shares 4,643 $2.43M 0.02% -337 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,230 shares; 2024Q4: 30,012 shares; 2025Q1: 40,246 shares; 2025Q2: 42,254 shares; 2025Q3: 41,606 shares; 2025Q4: 37,883 shares 37,883 $2.41M 0.02% -3,723 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: 11,041 shares; 2024Q4: 11,326 shares; 2025Q1: 12,130 shares; 2025Q2: 12,777 shares; 2025Q3: 12,906 shares; 2025Q4: 13,497 shares 13,497 $2.4M 0.02% +591 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: 40,891 shares; 2024Q4: 46,197 shares; 2025Q1: 83,381 shares; 2025Q2: 92,353 shares; 2025Q3: 94,582 shares; 2025Q4: 96,231 shares 96,231 $2.39M 0.02% +1,649 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,391 shares; 2024Q4: 27,418 shares; 2025Q1: 27,100 shares; 2025Q2: 27,100 shares; 2025Q3: 27,126 shares; 2025Q4: 27,126 shares 27,126 $2.34M 0.02% 0 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: 1,999 shares; 2024Q4: 1,649 shares; 2025Q1: 1,608 shares; 2025Q2: 1,949 shares; 2025Q3: 1,974 shares; 2025Q4: 1,910 shares 1,910 $2.32M 0.02% -64 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,237 shares; 2025Q1: 12,743 shares; 2025Q2: 13,180 shares; 2025Q3: 13,729 shares; 2025Q4: 14,482 shares 14,482 $2.32M 0.02% +753 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 15,444 shares; 2025Q2: 14,954 shares; 2025Q3: 14,694 shares; 2025Q4: 17,694 shares 17,694 $2.32M 0.02% +3,000 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: 7,798 shares; 2024Q4: 7,887 shares; 2025Q1: 8,258 shares; 2025Q2: 7,488 shares; 2025Q3: 7,679 shares; 2025Q4: 8,069 shares 8,069 $2.3M 0.02% +390 Timeline VOOV 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: 75,156 shares; 2024Q4: 71,533 shares; 2025Q1: 69,176 shares; 2025Q2: 67,298 shares; 2025Q3: 18,527 shares; 2025Q4: 11,227 shares 11,227 $2.3M 0.02% -7,300 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: 34,740 shares; 2024Q4: 35,135 shares; 2025Q1: 37,717 shares; 2025Q2: 35,370 shares; 2025Q3: 35,940 shares; 2025Q4: 41,045 shares 41,045 $2.26M 0.02% +5,105 Timeline SPHQ 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: 12,128 shares; 2024Q4: 12,128 shares; 2025Q1: 12,083 shares; 2025Q2: 22,664 shares; 2025Q3: 22,664 shares; 2025Q4: 29,784 shares 29,784 $2.24M 0.02% +7,120 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: 19,283 shares; 2024Q4: 19,468 shares; 2025Q1: 23,384 shares; 2025Q2: 24,358 shares; 2025Q3: 17,938 shares; 2025Q4: 10,980 shares 10,980 $2.18M 0.02% -6,958 Timeline USIG 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: 1,276,844 shares; 2024Q4: 1,328,080 shares; 2025Q1: 1,407,987 shares; 2025Q2: 52,112 shares; 2025Q3: 44,248 shares; 2025Q4: 41,864 shares 41,864 $2.17M 0.02% -2,384 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: 5,928 shares; 2024Q4: 5,860 shares; 2025Q1: 6,106 shares; 2025Q2: 6,060 shares; 2025Q3: 6,305 shares; 2025Q4: 6,128 shares 6,128 $2.15M 0.02% -177 Timeline HYMB 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: 517,554 shares; 2024Q4: 555,554 shares; 2025Q1: 596,240 shares; 2025Q2: 88,083 shares; 2025Q3: 85,921 shares; 2025Q4: 86,210 shares 86,210 $2.15M 0.02% +289 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: 2,081 shares; 2024Q4: 2,253 shares; 2025Q1: 2,671 shares; 2025Q2: 2,765 shares; 2025Q3: 3,153 shares; 2025Q4: 3,220 shares 3,220 $2.1M 0.02% +67 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 6,583 shares; 2025Q1: 6,713 shares; 2025Q2: 6,746 shares; 2025Q3: 6,692 shares; 2025Q4: 6,668 shares 6,668 $2.08M 0.02% -24 Timeline SUSL 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: 17,261 shares; 2024Q4: 17,261 shares; 2025Q1: 16,415 shares; 2025Q2: 17,252 shares; 2025Q3: 17,037 shares; 2025Q4: 17,037 shares 17,037 $2.07M 0.02% 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: 12,591 shares; 2024Q4: 12,777 shares; 2025Q1: 15,486 shares; 2025Q2: 16,861 shares; 2025Q3: 17,689 shares; 2025Q4: 17,969 shares 17,969 $2.04M 0.02% +280 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: 5,058 shares; 2024Q4: 5,880 shares; 2025Q1: 6,567 shares; 2025Q2: 6,219 shares; 2025Q3: 6,295 shares; 2025Q4: 6,663 shares 6,663 $2.02M 0.02% +368 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: 4,015 shares; 2024Q4: 3,887 shares; 2025Q1: 4,146 shares; 2025Q2: 4,316 shares; 2025Q3: 4,339 shares; 2025Q4: 4,425 shares 4,425 $2.01M 0.02% +86 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 6,561 shares; 2025Q1: 8,539 shares; 2025Q2: 7,252 shares; 2025Q3: 7,271 shares; 2025Q4: 7,284 shares 7,284 $2.01M 0.02% +13 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: 7,659 shares; 2024Q4: 6,857 shares; 2025Q1: 13,588 shares; 2025Q2: 13,515 shares; 2025Q3: 13,399 shares; 2025Q4: 16,236 shares 16,236 $1.99M 0.02% +2,837 Timeline FALN 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: 8,991,241 shares; 2024Q4: 9,566,735 shares; 2025Q1: 10,133,769 shares; 2025Q2: 103,235 shares; 2025Q3: 91,933 shares; 2025Q4: 72,347 shares 72,347 $1.98M 0.02% -19,586 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: 40,406 shares; 2024Q4: 40,835 shares; 2025Q1: 38,244 shares; 2025Q2: 35,811 shares; 2025Q3: 34,865 shares; 2025Q4: 34,816 shares 34,816 $1.9M 0.02% -49 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,367 shares; 2024Q4: 74,487 shares; 2025Q1: 68,405 shares; 2025Q2: 60,938 shares; 2025Q3: 60,750 shares; 2025Q4: 62,651 shares 62,651 $1.9M 0.02% +1,901 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: 12,193 shares; 2024Q4: 12,198 shares; 2025Q1: 12,596 shares; 2025Q2: 12,794 shares; 2025Q3: 12,652 shares; 2025Q4: 13,194 shares 13,194 $1.89M 0.02% +542 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: 49,582 shares; 2024Q4: 46,462 shares; 2025Q1: 50,109 shares; 2025Q2: 36,938 shares; 2025Q3: 37,770 shares; 2025Q4: 39,039 shares 39,039 $1.88M 0.02% +1,269 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: 1,571 shares; 2025Q2: 1,623 shares; 2025Q3: 1,671 shares; 2025Q4: 1,748 shares 1,748 $1.87M 0.02% +77 Timeline VOE 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: 10,598 shares; 2024Q4: 10,476 shares; 2025Q1: 10,879 shares; 2025Q2: 10,968 shares; 2025Q3: 10,160 shares; 2025Q4: 10,146 shares 10,146 $1.8M 0.02% -14 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,996 shares; 2025Q1: 7,762 shares; 2025Q2: 11,922 shares; 2025Q3: 13,860 shares; 2025Q4: 25,509 shares 25,509 $1.78M 0.02% +11,649 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,634 shares; 2025Q1: 8,241 shares; 2025Q2: 8,057 shares; 2025Q3: 6,963 shares; 2025Q4: 6,628 shares 6,628 $1.78M 0.02% -335 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 786 shares; 2025Q1: 3,430 shares; 2025Q2: 3,752 shares; 2025Q3: 2,962 shares; 2025Q4: 3,043 shares 3,043 $1.73M 0.02% +81 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,453 shares; 2024Q4: 26,025 shares; 2025Q1: 23,678 shares; 2025Q2: 21,846 shares; 2025Q3: 21,105 shares; 2025Q4: 21,182 shares 21,182 $1.71M 0.02% +77 Timeline FMAT 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: 32,076 shares; 2024Q4: 32,076 shares; 2025Q1: 32,076 shares; 2025Q2: 32,076 shares; 2025Q3: 32,076 shares; 2025Q4: 32,076 shares 32,076 $1.7M 0.02% 0 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: 5,254 shares; 2024Q4: 4,958 shares; 2025Q1: 5,894 shares; 2025Q2: 6,016 shares; 2025Q3: 5,782 shares; 2025Q4: 5,724 shares 5,724 $1.7M 0.02% -58 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: 9,179 shares; 2024Q4: 9,319 shares; 2025Q1: 10,253 shares; 2025Q2: 10,035 shares; 2025Q3: 10,209 shares; 2025Q4: 10,909 shares 10,909 $1.68M 0.02% +700 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,663 shares; 2024Q4: 48,377 shares; 2025Q1: 44,960 shares; 2025Q2: 44,197 shares; 2025Q3: 43,299 shares; 2025Q4: 40,522 shares 40,522 $1.66M 0.02% -2,777 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,036 shares; 2024Q4: 28,224 shares; 2025Q1: 25,784 shares; 2025Q2: 25,303 shares; 2025Q3: 24,935 shares; 2025Q4: 24,903 shares 24,903 $1.66M 0.02% -32 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,618 shares; 2024Q4: 41,000 shares; 2025Q1: 22,443 shares; 2025Q2: 22,842 shares; 2025Q3: 24,495 shares; 2025Q4: 17,746 shares 17,746 $1.66M 0.02% -6,749 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 5,231 shares; 2025Q1: 5,280 shares; 2025Q2: 5,140 shares; 2025Q3: 5,127 shares; 2025Q4: 5,117 shares 5,117 $1.65M 0.02% -10 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,232 shares; 2025Q1: 3,214 shares; 2025Q2: 3,206 shares; 2025Q3: 3,196 shares; 2025Q4: 3,213 shares 3,213 $1.64M 0.02% +17 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: 3,075 shares; 2024Q4: 4,629 shares; 2025Q1: 4,690 shares; 2025Q2: 4,762 shares; 2025Q3: 4,885 shares; 2025Q4: 5,135 shares 5,135 $1.64M 0.02% +250 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,644 shares; 2025Q1: 4,317 shares; 2025Q2: 4,405 shares; 2025Q3: 4,588 shares; 2025Q4: 4,626 shares 4,626 $1.63M 0.02% +38 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: 20,694 shares; 2024Q4: 21,910 shares; 2025Q1: 20,979 shares; 2025Q2: 30,703 shares; 2025Q3: 28,023 shares; 2025Q4: 22,379 shares 22,379 $1.6M 0.02% -5,644 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: 22,269 shares; 2024Q4: 25,225 shares; 2025Q1: 20,655 shares; 2025Q2: 20,688 shares; 2025Q3: 13,704 shares; 2025Q4: 13,714 shares 13,714 $1.56M 0.02% +10 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,323 shares; 2024Q4: 9,073 shares; 2025Q1: 8,871 shares; 2025Q2: 8,565 shares; 2025Q3: 8,616 shares; 2025Q4: 7,955 shares 7,955 $1.55M 0.02% -661 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: 2,261 shares; 2024Q4: 2,356 shares; 2025Q1: 3,519 shares; 2025Q2: 5,048 shares; 2025Q3: 5,267 shares; 2025Q4: 10,717 shares 10,717 $1.54M 0.02% +5,450 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: 7,560 shares; 2024Q4: 7,527 shares; 2025Q1: 7,246 shares; 2025Q2: 7,012 shares; 2025Q3: 6,932 shares; 2025Q4: 6,264 shares 6,264 $1.54M 0.02% -668 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: 625 shares; 2024Q4: 2,608 shares; 2025Q1: 3,362 shares; 2025Q2: 3,338 shares; 2025Q3: 3,547 shares; 2025Q4: 6,029 shares 6,029 $1.51M 0.02% +2,482 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: 7,195 shares; 2024Q4: 7,149 shares; 2025Q1: 8,434 shares; 2025Q2: 8,420 shares; 2025Q3: 8,265 shares; 2025Q4: 7,820 shares 7,820 $1.5M 0.02% -445 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 2,195 shares; 2025Q1: 2,771 shares; 2025Q2: 2,643 shares; 2025Q3: 2,260 shares; 2025Q4: 2,637 shares 2,637 $1.49M 0.02% +377 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 5,268 shares; 2025Q1: 6,305 shares; 2025Q2: 7,107 shares; 2025Q3: 6,826 shares; 2025Q4: 8,027 shares 8,027 $1.48M 0.02% +1,201 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 7,423 shares; 2025Q1: 7,398 shares; 2025Q2: 7,124 shares; 2025Q3: 6,913 shares; 2025Q4: 7,190 shares 7,190 $1.47M 0.02% +277 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: 11,820 shares; 2024Q4: 10,994 shares; 2025Q1: 13,042 shares; 2025Q2: 11,876 shares; 2025Q3: 12,679 shares; 2025Q4: 12,636 shares 12,636 $1.44M 0.01% -43 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: 11,307 shares; 2024Q4: 10,382 shares; 2025Q1: 11,110 shares; 2025Q2: 14,120 shares; 2025Q3: 13,556 shares; 2025Q4: 15,081 shares 15,081 $1.44M 0.01% +1,525 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 608 shares; 2025Q1: 636 shares; 2025Q2: 9,974 shares; 2025Q3: 6,639 shares; 2025Q4: 6,654 shares 6,654 $1.42M 0.01% +15 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: 7,538 shares; 2024Q4: 7,589 shares; 2025Q1: 7,911 shares; 2025Q2: 7,811 shares; 2025Q3: 10,234 shares; 2025Q4: 10,120 shares 10,120 $1.4M 0.01% -114 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: 1,172 shares; 2024Q4: 1,202 shares; 2025Q1: 1,296 shares; 2025Q2: 1,369 shares; 2025Q3: 1,362 shares; 2025Q4: 1,555 shares 1,555 $1.37M 0.01% +193 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,803 shares; 2024Q4: 35,793 shares; 2025Q1: 35,750 shares; 2025Q2: 35,750 shares; 2025Q3: 35,771 shares; 2025Q4: 35,771 shares 35,771 $1.37M 0.01% 0 Timeline IJT 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: 4,286 shares; 2024Q4: 4,455 shares; 2025Q1: 7,531 shares; 2025Q2: 8,201 shares; 2025Q3: 9,018 shares; 2025Q4: 9,564 shares 9,564 $1.35M 0.01% +546 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: 1,106 shares; 2024Q4: 1,121 shares; 2025Q1: 1,281 shares; 2025Q2: 4,493 shares; 2025Q3: 4,540 shares; 2025Q4: 5,555 shares 5,555 $1.35M 0.01% +1,015 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: 5,121 shares; 2024Q4: 5,319 shares; 2025Q1: 4,498 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares; 2025Q4: 4,066 shares 4,066 $1.34M 0.01% +174 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 8,793 shares; 2025Q1: 22,703 shares; 2025Q2: 25,815 shares; 2025Q3: 26,792 shares; 2025Q4: 15,221 shares 15,221 $1.33M 0.01% -11,571 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,631 shares; 2025Q1: 2,867 shares; 2025Q2: 3,778 shares; 2025Q3: 10,916 shares; 2025Q4: 11,056 shares 11,056 $1.32M 0.01% +140 Timeline MGC 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: 5,849 shares; 2024Q4: 5,849 shares; 2025Q1: 5,284 shares; 2025Q2: 5,275 shares; 2025Q3: 5,261 shares; 2025Q4: 5,257 shares 5,257 $1.32M 0.01% -4 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,174 shares; 2024Q4: 16,686 shares; 2025Q1: 17,206 shares; 2025Q2: 17,674 shares; 2025Q3: 17,607 shares; 2025Q4: 17,793 shares 17,793 $1.31M 0.01% +186 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,296 shares; 2024Q4: 28,054 shares; 2025Q1: 26,680 shares; 2025Q2: 26,221 shares; 2025Q3: 26,773 shares; 2025Q4: 25,238 shares 25,238 $1.3M 0.01% -1,535 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: 7,999 shares; 2024Q4: 2,904 shares; 2025Q1: 8,710 shares; 2025Q2: 8,430 shares; 2025Q3: 8,402 shares; 2025Q4: 8,732 shares 8,732 $1.3M 0.01% +330 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: 1,768 shares; 2025Q2: 30,242 shares; 2025Q3: 32,745 shares; 2025Q4: 33,658 shares 33,658 $1.3M 0.01% +913 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: 3,095 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 2,560 shares; 2025Q3: 2,732 shares; 2025Q4: 2,723 shares 2,723 $1.28M 0.01% -9 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,281 shares; 2025Q1: 3,271 shares; 2025Q2: 3,188 shares; 2025Q3: 3,178 shares; 2025Q4: 3,294 shares 3,294 $1.25M 0.01% +116 Timeline GWX 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: 30,743 shares; 2024Q4: 31,907 shares; 2025Q1: 31,877 shares; 2025Q2: 30,941 shares; 2025Q3: 30,385 shares; 2025Q4: 30,377 shares 30,377 $1.24M 0.01% -8 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: 5,618 shares; 2024Q4: 5,208 shares; 2025Q1: 5,090 shares; 2025Q2: 3,845 shares; 2025Q3: 4,071 shares; 2025Q4: 4,254 shares 4,254 $1.23M 0.01% +183 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,467 shares; 2025Q1: 3,782 shares; 2025Q2: 4,432 shares; 2025Q3: 8,013 shares; 2025Q4: 15,836 shares 15,836 $1.23M 0.01% +7,823 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: 20,352 shares; 2024Q4: 21,779 shares; 2025Q1: 21,921 shares; 2025Q2: 20,424 shares; 2025Q3: 21,889 shares; 2025Q4: 24,034 shares 24,034 $1.22M 0.01% +2,145 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: 23,008 shares; 2024Q4: 22,400 shares; 2025Q1: 27,047 shares; 2025Q2: 27,472 shares; 2025Q3: 28,248 shares; 2025Q4: 29,368 shares 29,368 $1.2M 0.01% +1,120 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,857 shares; 2024Q4: 10,627 shares; 2025Q1: 13,766 shares; 2025Q2: 12,320 shares; 2025Q3: 30,169 shares; 2025Q4: 67,206 shares 67,206 $1.16M 0.01% +37,037 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: 5,081 shares; 2024Q4: 5,980 shares; 2025Q1: 13,583 shares; 2025Q2: 13,604 shares; 2025Q3: 14,210 shares; 2025Q4: 9,852 shares 9,852 $1.15M 0.01% -4,358 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: 17,911 shares; 2024Q4: 14,245 shares; 2025Q1: 13,144 shares; 2025Q2: 11,533 shares; 2025Q3: 11,464 shares; 2025Q4: 11,836 shares 11,836 $1.14M 0.01% +372 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 900 shares; 2025Q1: 1,360 shares; 2025Q2: 1,318 shares; 2025Q3: 1,597 shares; 2025Q4: 1,993 shares 1,993 $1.14M 0.01% +396 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: 8,632 shares; 2024Q4: 5,228 shares; 2025Q1: 15,042 shares; 2025Q2: 14,973 shares; 2025Q3: 14,525 shares; 2025Q4: 15,271 shares 15,271 $1.13M 0.01% +746 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,268 shares; 2024Q4: 28,382 shares; 2025Q1: 28,331 shares; 2025Q2: 27,932 shares; 2025Q3: 27,932 shares; 2025Q4: 27,928 shares 27,928 $1.13M 0.01% -4 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,328 shares; 2025Q1: 10,199 shares; 2025Q2: 11,989 shares; 2025Q3: 16,002 shares; 2025Q4: 11,282 shares 11,282 $1.12M 0.01% -4,720 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,739 shares; 2025Q1: 1,608 shares; 2025Q2: 1,686 shares; 2025Q3: 1,813 shares; 2025Q4: 2,905 shares 2,905 $1.11M 0.01% +1,092 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,124 shares; 2025Q1: 5,007 shares; 2025Q2: 4,838 shares; 2025Q3: 5,044 shares; 2025Q4: 4,879 shares 4,879 $1.11M 0.01% -165 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: 7,524 shares; 2024Q4: 7,480 shares; 2025Q1: 6,636 shares; 2025Q2: 6,925 shares; 2025Q3: 6,826 shares; 2025Q4: 6,773 shares 6,773 $1.1M 0.01% -53 Timeline FRDM 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: 21,469 shares; 2024Q4: 21,469 shares; 2025Q1: 21,469 shares; 2025Q2: 21,469 shares; 2025Q3: 21,469 shares; 2025Q4: 21,469 shares 21,469 $1.1M 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 193 shares; 2025Q1: 219 shares; 2025Q2: 202 shares; 2025Q3: 207 shares; 2025Q4: 203 shares 203 $1.09M 0.01% -4 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 8,856 shares; 2025Q1: 8,875 shares; 2025Q2: 8,720 shares; 2025Q3: 9,146 shares; 2025Q4: 9,232 shares 9,232 $1.07M 0.01% +86 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,592 shares; 2024Q4: 13,884 shares; 2025Q1: 6,104 shares; 2025Q2: 5,187 shares; 2025Q3: 5,836 shares; 2025Q4: 6,206 shares 6,206 $1.06M 0.01% +370 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 5,048 shares; 2025Q1: 5,274 shares; 2025Q2: 4,694 shares; 2025Q3: 4,842 shares; 2025Q4: 5,048 shares 5,048 $1.05M 0.01% +206 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,398 shares; 2024Q4: 16,993 shares; 2025Q1: 16,063 shares; 2025Q2: 17,829 shares; 2025Q3: 9,837 shares; 2025Q4: 9,837 shares 9,837 $1.05M 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,266 shares; 2024Q4: 88,266 shares; 2025Q1: 88,265 shares; 2025Q2: 88,265 shares; 2025Q3: 88,265 shares; 2025Q4: 88,391 shares 88,391 $1.04M 0.01% +126 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,016 shares; 2025Q1: 3,101 shares; 2025Q2: 2,957 shares; 2025Q3: 2,821 shares; 2025Q4: 2,925 shares 2,925 $1.03M 0.01% +104 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,292 shares; 2024Q4: 31,030 shares; 2025Q1: 33,177 shares; 2025Q2: 33,591 shares; 2025Q3: 37,321 shares; 2025Q4: 35,734 shares 35,734 $1.03M 0.01% -1,587 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,486 shares; 2024Q4: 33,878 shares; 2025Q1: 33,869 shares; 2025Q2: 33,420 shares; 2025Q3: 33,420 shares; 2025Q4: 24,391 shares 24,391 $1.01M 0.01% -9,029 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: 2,910 shares; 2024Q4: 2,840 shares; 2025Q1: 4,561 shares; 2025Q2: 4,377 shares; 2025Q3: 4,385 shares; 2025Q4: 4,643 shares 4,643 $1.01M 0.01% +258 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,545 shares; 2024Q4: 7,822 shares; 2025Q1: 7,135 shares; 2025Q2: 6,023 shares; 2025Q3: 6,262 shares; 2025Q4: 5,771 shares 5,771 $1M 0.01% -491 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 431 shares; 2025Q1: 760 shares; 2025Q2: 1,462 shares; 2025Q3: 1,449 shares; 2025Q4: 1,474 shares 1,474 $997K 0.01% +25 Timeline DSI 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: 7,762 shares; 2024Q4: 7,706 shares; 2025Q1: 7,746 shares; 2025Q2: 7,771 shares; 2025Q3: 7,695 shares; 2025Q4: 7,643 shares 7,643 $985K 0.01% -52 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,095 shares; 2024Q4: 10,572 shares; 2025Q1: 11,308 shares; 2025Q2: 10,791 shares; 2025Q3: 11,114 shares; 2025Q4: 11,278 shares 11,278 $965K 0.01% +164 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 928 shares; 2025Q1: 1,077 shares; 2025Q2: 1,180 shares; 2025Q3: 1,183 shares; 2025Q4: 1,182 shares 1,182 $956K 0.01% -1 Timeline XLG 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: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 16,120 shares; 2025Q3: 16,120 shares; 2025Q4: 16,120 shares 16,120 $956K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,510 shares; 2025Q1: 4,859 shares; 2025Q2: 4,895 shares; 2025Q3: 4,938 shares; 2025Q4: 4,694 shares 4,694 $953K 0.01% -244 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,615 shares; 2025Q1: 2,828 shares; 2025Q2: 2,860 shares; 2025Q3: 2,832 shares; 2025Q4: 2,817 shares 2,817 $951K 0.01% -15 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,768 shares; 2025Q1: 6,218 shares; 2025Q2: 7,186 shares; 2025Q3: 7,332 shares; 2025Q4: 8,140 shares 8,140 $950K 0.01% +808 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 4,634 shares; 2025Q1: 5,043 shares; 2025Q2: 4,935 shares; 2025Q3: 4,754 shares; 2025Q4: 4,617 shares 4,617 $949K 0.01% -137 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: 12,878 shares; 2024Q4: 13,237 shares; 2025Q1: 12,184 shares; 2025Q2: 10,712 shares; 2025Q3: 11,306 shares; 2025Q4: 11,196 shares 11,196 $943K 0.01% -110 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: 10,303 shares; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 10,303 shares; 2025Q3: 10,303 shares; 2025Q4: 10,303 shares 10,303 $942K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 1,481 shares; 2025Q1: 1,912 shares; 2025Q2: 1,946 shares; 2025Q3: 2,181 shares; 2025Q4: 2,354 shares 2,354 $933K 0.01% +173 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,336 shares; 2025Q1: 1,425 shares; 2025Q2: 1,334 shares; 2025Q3: 1,299 shares; 2025Q4: 1,195 shares 1,195 $915K 0.01% -104 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL 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: not reported; 2025Q2: not reported; 2025Q3: 13,414 shares; 2025Q4: 40,338 shares 40,338 $910K 0.01% +26,924 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 6,078 shares; 2025Q1: 6,082 shares; 2025Q2: 6,185 shares; 2025Q3: 6,131 shares; 2025Q4: 6,307 shares 6,307 $908K 0.01% +176 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,597 shares; 2025Q1: 6,229 shares; 2025Q2: 4,639 shares; 2025Q3: 4,856 shares; 2025Q4: 4,681 shares 4,681 $908K 0.01% -175 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: 21,479 shares; 2024Q4: 21,142 shares; 2025Q1: 21,462 shares; 2025Q2: 18,966 shares; 2025Q3: 18,303 shares; 2025Q4: 18,619 shares 18,619 $900K 0.01% +316 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: 5,357 shares; 2024Q4: 6,010 shares; 2025Q1: 6,909 shares; 2025Q2: 9,995 shares; 2025Q3: 10,472 shares; 2025Q4: 10,992 shares 10,992 $898K 0.01% +520 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,272 shares; 2024Q4: 26,272 shares; 2025Q1: 26,829 shares; 2025Q2: 27,095 shares; 2025Q3: 27,029 shares; 2025Q4: 27,911 shares 27,911 $895K 0.01% +882 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: 3,554 shares; 2024Q4: 3,616 shares; 2025Q1: 4,010 shares; 2025Q2: 4,029 shares; 2025Q3: 4,636 shares; 2025Q4: 4,287 shares 4,287 $892K 0.01% -349 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: 13,153 shares; 2024Q4: 12,128 shares; 2025Q1: 12,135 shares; 2025Q2: 11,996 shares; 2025Q3: 11,972 shares; 2025Q4: 12,379 shares 12,379 $887K 0.01% +407 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,527 shares; 2025Q1: 2,736 shares; 2025Q2: 2,613 shares; 2025Q3: 2,686 shares; 2025Q4: 3,151 shares 3,151 $879K 0.01% +465 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,418 shares; 2024Q4: 5,853 shares; 2025Q1: 6,018 shares; 2025Q2: 6,709 shares; 2025Q3: 6,933 shares; 2025Q4: 6,870 shares 6,870 $878K 0.01% -63 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,067 shares; 2024Q4: 19,067 shares; 2025Q1: 19,067 shares; 2025Q2: 19,067 shares; 2025Q3: 19,067 shares; 2025Q4: 19,067 shares 19,067 $875K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 7,720 shares; 2025Q1: 7,441 shares; 2025Q2: 7,081 shares; 2025Q3: 7,617 shares; 2025Q4: 11,026 shares 11,026 $871K 0.01% +3,409 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: 3,280 shares; 2024Q4: 2,991 shares; 2025Q1: 3,041 shares; 2025Q2: 2,524 shares; 2025Q3: 3,083 shares; 2025Q4: 3,752 shares 3,752 $868K 0.01% +669 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,296 shares; 2025Q1: 2,603 shares; 2025Q2: 2,883 shares; 2025Q3: 2,829 shares; 2025Q4: 2,930 shares 2,930 $867K 0.01% +101 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: 10,257 shares; 2024Q4: 8,538 shares; 2025Q1: 12,607 shares; 2025Q2: 9,878 shares; 2025Q3: 11,168 shares; 2025Q4: 10,788 shares 10,788 $866K 0.01% -380 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: 11,074 shares; 2024Q4: 12,828 shares; 2025Q1: 12,272 shares; 2025Q2: 10,889 shares; 2025Q3: 10,713 shares; 2025Q4: 9,696 shares 9,696 $858K 0.01% -1,017 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 180 shares; 2025Q1: 409 shares; 2025Q2: 757 shares; 2025Q3: 904 shares; 2025Q4: 946 shares 946 $858K 0.01% +42 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: 496 shares; 2024Q4: 657 shares; 2025Q1: 1,051 shares; 2025Q2: 1,496 shares; 2025Q3: 1,569 shares; 2025Q4: 1,797 shares 1,797 $842K 0.01% +228 Timeline ACWI 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: 5,720 shares; 2024Q4: 6,126 shares; 2025Q1: 6,847 shares; 2025Q2: 6,712 shares; 2025Q3: 6,516 shares; 2025Q4: 5,911 shares 5,911 $836K 0.01% -605 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 6,931 shares; 2025Q1: 6,348 shares; 2025Q2: 7,394 shares; 2025Q3: 7,351 shares; 2025Q4: 10,784 shares 10,784 $827K 0.01% +3,433 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 4,082 shares; 2025Q1: 4,368 shares; 2025Q2: 4,278 shares; 2025Q3: 4,322 shares; 2025Q4: 4,381 shares 4,381 $824K 0.01% +59 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 2,940 shares; 2025Q1: 2,995 shares; 2025Q2: 2,873 shares; 2025Q3: 2,897 shares; 2025Q4: 2,820 shares 2,820 $814K 0.01% -77 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,471 shares; 2025Q1: 6,452 shares; 2025Q2: 6,305 shares; 2025Q3: 16,249 shares; 2025Q4: 16,538 shares 16,538 $814K 0.01% +289 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: 17,459 shares; 2024Q4: 33,347 shares; 2025Q1: 31,994 shares; 2025Q2: 31,466 shares; 2025Q3: 31,552 shares; 2025Q4: 33,753 shares 33,753 $811K 0.01% +2,201 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: 6,621 shares; 2024Q4: 9,041 shares; 2025Q1: 8,117 shares; 2025Q2: 7,747 shares; 2025Q3: 7,746 shares; 2025Q4: 8,503 shares 8,503 $811K 0.01% +757 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,161 shares; 2025Q1: 4,429 shares; 2025Q2: 4,956 shares; 2025Q3: 4,957 shares; 2025Q4: 5,816 shares 5,816 $809K 0.01% +859 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: 5,898 shares; 2024Q4: 5,919 shares; 2025Q1: 6,185 shares; 2025Q2: 6,638 shares; 2025Q3: 7,226 shares; 2025Q4: 8,068 shares 8,068 $806K 0.01% +842 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,862 shares; 2025Q1: 6,752 shares; 2025Q2: 6,317 shares; 2025Q3: 6,256 shares; 2025Q4: 6,232 shares 6,232 $792K 0.01% -24 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,355 shares; 2025Q1: 1,733 shares; 2025Q2: 1,769 shares; 2025Q3: 1,647 shares; 2025Q4: 1,697 shares 1,697 $790K 0.01% +50 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: 9,149 shares; 2024Q4: 10,957 shares; 2025Q1: 8,789 shares; 2025Q2: 8,419 shares; 2025Q3: 9,290 shares; 2025Q4: 14,683 shares 14,683 $783K 0.01% +5,393 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 3,408 shares; 2025Q1: 8,284 shares; 2025Q2: 7,937 shares; 2025Q3: 9,892 shares; 2025Q4: 10,559 shares 10,559 $780K 0.01% +667 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,846 shares; 2024Q4: 17,870 shares; 2025Q1: 17,743 shares; 2025Q2: 17,394 shares; 2025Q3: 17,394 shares; 2025Q4: 17,523 shares 17,523 $777K 0.01% +129 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK 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: 34,739 shares 34,739 $777K 0.01% 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: 841 shares; 2024Q4: 862 shares; 2025Q1: 975 shares; 2025Q2: 1,047 shares; 2025Q3: 1,030 shares; 2025Q4: 935 shares 935 $767K 0.01% -95 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,477 shares; 2025Q1: 3,560 shares; 2025Q2: 3,705 shares; 2025Q3: 3,749 shares; 2025Q4: 3,759 shares 3,759 $763K 0.01% +10 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares 10,200 $754K 0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,576 shares; 2024Q4: 25,124 shares; 2025Q1: 24,137 shares; 2025Q2: 22,387 shares; 2025Q3: 21,879 shares; 2025Q4: 22,305 shares 22,305 $746K 0.01% +426 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: 19,393 shares; 2024Q4: 19,454 shares; 2025Q1: 21,237 shares; 2025Q2: 21,143 shares; 2025Q3: 21,174 shares; 2025Q4: 21,454 shares 21,454 $745K 0.01% +280 Timeline SCZ 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: 10,192 shares; 2024Q4: 9,953 shares; 2025Q1: 9,926 shares; 2025Q2: 9,928 shares; 2025Q3: 9,587 shares; 2025Q4: 9,595 shares 9,595 $744K 0.01% +8 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 6,436 shares; 2025Q1: 5,128 shares; 2025Q2: not reported; 2025Q3: 4,542 shares; 2025Q4: 11,366 shares 11,366 $740K 0.01% +6,824 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,959 shares; 2025Q1: 2,121 shares; 2025Q2: 2,174 shares; 2025Q3: 2,513 shares; 2025Q4: 2,543 shares 2,543 $738K 0.01% +30 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,379 shares; 2024Q4: 6,429 shares; 2025Q1: 6,429 shares; 2025Q2: 6,429 shares; 2025Q3: 6,429 shares; 2025Q4: 6,429 shares 6,429 $737K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,823 shares; 2025Q1: 1,833 shares; 2025Q2: 1,665 shares; 2025Q3: 1,729 shares; 2025Q4: 1,497 shares 1,497 $734K 0.01% -232 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: 26,054 shares; 2024Q4: 25,064 shares; 2025Q1: 25,594 shares; 2025Q2: 17,730 shares; 2025Q3: 15,431 shares; 2025Q4: 15,192 shares 15,192 $729K 0.01% -239 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: 5,462 shares; 2024Q4: 5,260 shares; 2025Q1: 5,396 shares; 2025Q2: 4,901 shares; 2025Q3: 5,282 shares; 2025Q4: 5,665 shares 5,665 $723K 0.01% +383 Timeline PXF 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: 11,052 shares; 2024Q4: 12,883 shares; 2025Q1: 11,783 shares; 2025Q2: 10,897 shares; 2025Q3: 10,897 shares; 2025Q4: 10,894 shares 10,894 $714K 0.01% -3 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 5,284 shares; 2025Q1: 5,239 shares; 2025Q2: 5,192 shares; 2025Q3: 5,192 shares; 2025Q4: 8,187 shares 8,187 $696K 0.01% +2,995 Timeline SUSA 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: 5,868 shares; 2024Q4: 5,857 shares; 2025Q1: 5,809 shares; 2025Q2: 5,011 shares; 2025Q3: 4,989 shares; 2025Q4: 4,990 shares 4,990 $695K 0.01% +1 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: 16,263 shares; 2024Q4: 17,650 shares; 2025Q1: 18,375 shares; 2025Q2: 9,118 shares; 2025Q3: 10,212 shares; 2025Q4: 9,536 shares 9,536 $693K 0.01% -676 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,439 shares; 2025Q1: 1,873 shares; 2025Q2: 1,920 shares; 2025Q3: 2,213 shares; 2025Q4: 2,533 shares 2,533 $692K 0.01% +320 Timeline SPXV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,785 shares; 2025Q2: 12,785 shares; 2025Q3: 12,785 shares; 2025Q4: 9,239 shares 9,239 $689K 0.01% -3,546 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,773 shares; 2025Q1: 6,242 shares; 2025Q2: 6,976 shares; 2025Q3: 6,911 shares; 2025Q4: 5,335 shares 5,335 $688K 0.01% -1,576 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: 2,037 shares; 2024Q4: 1,915 shares; 2025Q1: 1,979 shares; 2025Q2: 2,024 shares; 2025Q3: 2,088 shares; 2025Q4: 2,118 shares 2,118 $686K 0.01% +30 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 5,017 shares; 2025Q1: 1,949 shares; 2025Q2: 1,778 shares; 2025Q3: 1,800 shares; 2025Q4: 1,602 shares 1,602 $683K 0.01% -198 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,182 shares; 2025Q1: 1,446 shares; 2025Q2: 1,644 shares; 2025Q3: 1,726 shares; 2025Q4: 1,913 shares 1,913 $677K 0.01% +187 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: 19,187 shares; 2024Q4: 15,173 shares; 2025Q1: 16,939 shares; 2025Q2: 15,888 shares; 2025Q3: 12,034 shares; 2025Q4: 14,481 shares 14,481 $674K 0.01% +2,447 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: 2,709 shares; 2024Q4: 2,450 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,384 shares; 2025Q4: 2,334 shares 2,334 $672K 0.01% -50 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,367 shares; 2024Q4: 15,980 shares; 2025Q1: 16,609 shares; 2025Q2: 18,377 shares; 2025Q3: 17,607 shares; 2025Q4: 12,449 shares 12,449 $670K 0.01% -5,158 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,425 shares; 2025Q1: 2,312 shares; 2025Q2: 1,607 shares; 2025Q3: 1,046 shares; 2025Q4: 1,151 shares 1,151 $667K 0.01% +105 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 7,769 shares; 2025Q1: 7,745 shares; 2025Q2: 8,643 shares; 2025Q3: 8,719 shares; 2025Q4: 7,780 shares 7,780 $664K 0.01% -939 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,855 shares; 2025Q1: 1,662 shares; 2025Q2: not reported; 2025Q3: 9,868 shares; 2025Q4: 10,239 shares 10,239 $663K 0.01% +371 Timeline FNDB 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: 8,200 shares; 2024Q4: 24,600 shares; 2025Q1: 24,600 shares; 2025Q2: 24,600 shares; 2025Q3: 24,600 shares; 2025Q4: 24,600 shares 24,600 $654K 0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,516 shares; 2025Q1: 6,516 shares; 2025Q2: 7,333 shares; 2025Q3: 8,192 shares; 2025Q4: 9,630 shares 9,630 $651K 0.01% +1,438 Timeline VIS 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: 2,708 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,175 shares 2,175 $649K 0.01% -50 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: 9,358 shares; 2024Q4: 8,819 shares; 2025Q1: 7,101 shares; 2025Q2: 12,227 shares; 2025Q3: 11,525 shares; 2025Q4: 11,415 shares 11,415 $649K 0.01% -110 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,066 shares; 2025Q1: 3,168 shares; 2025Q2: 2,885 shares; 2025Q3: 2,885 shares; 2025Q4: 2,894 shares 2,894 $644K 0.01% +9 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,709 shares; 2024Q4: 32,709 shares; 2025Q1: 32,709 shares; 2025Q2: 32,709 shares; 2025Q3: 32,709 shares; 2025Q4: 32,661 shares 32,661 $631K 0.01% -48 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 2,988 shares; 2025Q1: 3,086 shares; 2025Q2: 3,268 shares; 2025Q3: 3,197 shares; 2025Q4: 3,201 shares 3,201 $625K 0.01% +4 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 9,620 shares; 2025Q1: 10,220 shares; 2025Q2: 10,358 shares; 2025Q3: 10,850 shares; 2025Q4: 10,382 shares 10,382 $624K 0.01% -468 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: 1,208 shares; 2024Q4: 1,138 shares; 2025Q1: 1,360 shares; 2025Q2: 1,359 shares; 2025Q3: 1,299 shares; 2025Q4: 1,335 shares 1,335 $623K 0.01% +36 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,380 shares; 2025Q1: 2,438 shares; 2025Q2: 2,347 shares; 2025Q3: 2,353 shares; 2025Q4: 2,408 shares 2,408 $623K 0.01% +55 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: 3,460 shares; 2024Q4: 3,356 shares; 2025Q1: 3,522 shares; 2025Q2: 3,016 shares; 2025Q3: 3,023 shares; 2025Q4: 3,355 shares 3,355 $621K 0.01% +332 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: 3,960 shares; 2024Q4: 3,885 shares; 2025Q1: 3,823 shares; 2025Q2: 3,511 shares; 2025Q3: 2,631 shares; 2025Q4: 2,631 shares 2,631 $621K 0.01% 0 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: 4,865 shares; 2024Q4: 4,865 shares; 2025Q1: 6,351 shares; 2025Q2: 6,301 shares; 2025Q3: 6,301 shares; 2025Q4: 6,352 shares 6,352 $615K 0.01% +51 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 4,642 shares; 2025Q1: 5,079 shares; 2025Q2: 5,095 shares; 2025Q3: 5,253 shares; 2025Q4: 4,595 shares 4,595 $610K 0.01% -658 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: 5,980 shares; 2024Q4: 5,837 shares; 2025Q1: 5,837 shares; 2025Q2: 5,837 shares; 2025Q3: 5,837 shares; 2025Q4: 5,837 shares 5,837 $607K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 8,413 shares; 2025Q1: 8,078 shares; 2025Q2: 6,530 shares; 2025Q3: 6,687 shares; 2025Q4: 5,770 shares 5,770 $606K 0.01% -917 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,594 shares; 2025Q1: 8,323 shares; 2025Q2: 9,041 shares; 2025Q3: 9,883 shares; 2025Q4: 5,242 shares 5,242 $604K 0.01% -4,641 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,169 shares; 2024Q4: 24,169 shares; 2025Q1: 24,617 shares; 2025Q2: 24,329 shares; 2025Q3: 24,329 shares; 2025Q4: 28,020 shares 28,020 $602K 0.01% +3,691 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 12,962 shares; 2025Q1: 12,813 shares; 2025Q2: 12,723 shares; 2025Q3: 12,653 shares; 2025Q4: 11,983 shares 11,983 $599K 0.01% -670 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,802 shares; 2025Q1: 3,047 shares; 2025Q2: 2,829 shares; 2025Q3: 3,070 shares; 2025Q4: 2,958 shares 2,958 $596K 0.01% -112 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,103 shares; 2024Q4: 12,435 shares; 2025Q1: 12,435 shares; 2025Q2: 12,435 shares; 2025Q3: 12,435 shares; 2025Q4: 12,435 shares 12,435 $582K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,308 shares 1,308 $581K 0.01% +145 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,363 shares; 2025Q1: 1,094 shares; 2025Q2: 1,107 shares; 2025Q3: 1,093 shares; 2025Q4: 1,127 shares 1,127 $576K 0.01% +34 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,319 shares; 2025Q1: 2,496 shares; 2025Q2: 4,213 shares; 2025Q3: 6,539 shares; 2025Q4: 6,476 shares 6,476 $574K 0.01% -63 Timeline EWJ 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: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 7,080 shares 7,080 $572K 0.01% +20 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,101 shares; 2025Q1: 3,905 shares; 2025Q2: 4,241 shares; 2025Q3: 4,380 shares; 2025Q4: 5,865 shares 5,865 $570K 0.01% +1,485 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 7,844 shares; 2025Q1: 8,030 shares; 2025Q2: 7,269 shares; 2025Q3: 7,183 shares; 2025Q4: 7,197 shares 7,197 $568K 0.01% +14 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,479 shares; 2025Q1: 4,082 shares; 2025Q2: 3,767 shares; 2025Q3: 3,743 shares; 2025Q4: 3,670 shares 3,670 $568K 0.01% -73 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: 24,809 shares; 2024Q4: 20,207 shares; 2025Q1: 22,185 shares; 2025Q2: 11,668 shares; 2025Q3: 12,409 shares; 2025Q4: 22,772 shares 22,772 $567K 0.01% +10,363 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,062 shares; 2024Q4: 9,801 shares; 2025Q1: 9,189 shares; 2025Q2: 9,121 shares; 2025Q3: 8,971 shares; 2025Q4: 8,348 shares 8,348 $560K 0.01% -623 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,073 shares; 2024Q4: 11,082 shares; 2025Q1: 11,647 shares; 2025Q2: 10,737 shares; 2025Q3: 11,238 shares; 2025Q4: 10,456 shares 10,456 $552K 0.01% -782 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 907 shares; 2025Q1: 1,090 shares; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 714 shares 714 $551K 0.01% +272 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 414 shares; 2025Q1: 429 shares; 2025Q2: 6,490 shares; 2025Q3: 6,321 shares; 2025Q4: 6,026 shares 6,026 $550K 0.01% -295 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,378 shares; 2024Q4: 9,690 shares; 2025Q1: 12,773 shares; 2025Q2: 12,786 shares; 2025Q3: 13,050 shares; 2025Q4: 13,933 shares 13,933 $534K 0.01% +883 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: 7,096 shares; 2024Q4: 5,408 shares; 2025Q1: 11,498 shares; 2025Q2: 9,818 shares; 2025Q3: 10,284 shares; 2025Q4: 14,423 shares 14,423 $532K 0.01% +4,139 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,355 shares; 2025Q1: 6,888 shares; 2025Q2: 6,704 shares; 2025Q3: 6,560 shares; 2025Q4: 6,542 shares 6,542 $532K 0.01% -18 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 673 shares; 2025Q1: 955 shares; 2025Q2: 2,649 shares; 2025Q3: 2,664 shares; 2025Q4: 2,700 shares 2,700 $523K 0.01% +36 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,955 shares; 2024Q4: 22,145 shares; 2025Q1: 22,145 shares; 2025Q2: 22,145 shares; 2025Q3: 22,145 shares; 2025Q4: 22,301 shares 22,301 $520K 0.01% +156 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: 3,100 shares; 2024Q4: 12,150 shares; 2025Q1: 13,294 shares; 2025Q2: 17,861 shares; 2025Q3: 17,863 shares; 2025Q4: 18,816 shares 18,816 $516K 0.01% +953 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 20,235 shares; 2025Q3: 20,331 shares; 2025Q4: 20,410 shares 20,410 $515K 0.01% +79 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,487 shares; 2024Q4: 12,538 shares; 2025Q1: 8,876 shares; 2025Q2: 8,679 shares; 2025Q3: 11,400 shares; 2025Q4: 11,296 shares 11,296 $514K 0.01% -104 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 5,516 shares; 2025Q1: 6,093 shares; 2025Q2: 5,759 shares; 2025Q3: 5,804 shares; 2025Q4: 6,134 shares 6,134 $512K 0.01% +330 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,950 shares; 2025Q1: 2,040 shares; 2025Q2: 2,051 shares; 2025Q3: 2,059 shares; 2025Q4: 2,096 shares 2,096 $509K 0.01% +37 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 540 shares; 2025Q1: 1,981 shares; 2025Q2: 4,246 shares; 2025Q3: 5,704 shares; 2025Q4: 5,040 shares 5,040 $503K 0.01% -664 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: 7,389 shares; 2024Q4: 7,320 shares; 2025Q1: 7,415 shares; 2025Q2: 7,362 shares; 2025Q3: 9,176 shares; 2025Q4: 8,690 shares 8,690 $501K 0.01% -486 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 122 shares; 2025Q1: 165 shares; 2025Q2: 136 shares; 2025Q3: 112 shares; 2025Q4: 296 shares 296 $500K 0.01% +184 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: 1,978 shares; 2024Q4: 2,053 shares; 2025Q1: 2,296 shares; 2025Q2: 2,347 shares; 2025Q3: 2,377 shares; 2025Q4: 2,677 shares 2,677 $497K 0.01% +300 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,847 shares; 2025Q1: 2,909 shares; 2025Q2: 2,909 shares; 2025Q3: 2,909 shares; 2025Q4: 2,677 shares 2,677 $497K 0.01% -232 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,517 shares; 2025Q1: 4,613 shares; 2025Q2: 4,629 shares; 2025Q3: 4,673 shares; 2025Q4: 4,634 shares 4,634 $496K 0.01% -39 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 158 shares; 2025Q1: 178 shares; 2025Q2: 170 shares; 2025Q3: 166 shares; 2025Q4: 145 shares 145 $493K 0.01% -21 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,315 shares; 2025Q1: 1,125 shares; 2025Q2: 1,186 shares; 2025Q3: 1,163 shares; 2025Q4: 2,144 shares 2,144 $489K 0.01% +981 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 2,834 shares; 2025Q1: 3,426 shares; 2025Q2: 3,532 shares; 2025Q3: 3,574 shares; 2025Q4: 3,557 shares 3,557 $486K 0.01% -17 Timeline VAW 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: 2,909 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,388 shares; 2025Q4: 2,338 shares 2,338 $485K <0.01% -50 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares; 2025Q3: 2,187 shares; 2025Q4: 2,187 shares 2,187 $484K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,390 shares; 2025Q1: 1,530 shares; 2025Q2: 1,980 shares; 2025Q3: 1,971 shares; 2025Q4: 1,986 shares 1,986 $482K <0.01% +15 Timeline SPEM 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: 10,274 shares; 2024Q4: 10,274 shares; 2025Q1: 10,064 shares; 2025Q2: 10,419 shares; 2025Q3: 10,419 shares; 2025Q4: 10,267 shares 10,267 $481K <0.01% -152 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares 10,400 $477K <0.01% 0 Timeline FNDX 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: 5,509 shares; 2024Q4: 16,527 shares; 2025Q1: 16,212 shares; 2025Q2: 16,680 shares; 2025Q3: 17,475 shares; 2025Q4: 17,475 shares 17,475 $475K <0.01% 0 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: 952 shares; 2024Q4: 1,046 shares; 2025Q1: 1,295 shares; 2025Q2: 1,283 shares; 2025Q3: 1,903 shares; 2025Q4: 2,160 shares 2,160 $475K <0.01% +257 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 1,916 shares; 2025Q1: 7,659 shares; 2025Q2: 17,163 shares; 2025Q3: 26,321 shares; 2025Q4: 27,350 shares 27,350 $473K <0.01% +1,029 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: 2,767 shares; 2024Q4: 2,797 shares; 2025Q1: 2,847 shares; 2025Q2: 3,227 shares; 2025Q3: 3,363 shares; 2025Q4: 3,343 shares 3,343 $472K <0.01% -20 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 7,381 shares; 2025Q1: 7,381 shares; 2025Q2: 7,381 shares; 2025Q3: 7,381 shares; 2025Q4: 9,365 shares 9,365 $471K <0.01% +1,984 Timeline XLB 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: 5,788 shares; 2024Q4: 5,788 shares; 2025Q1: 5,913 shares; 2025Q2: 5,326 shares; 2025Q3: 5,180 shares; 2025Q4: 10,360 shares 10,360 $470K <0.01% +5,180 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 5,787 shares; 2025Q1: 5,929 shares; 2025Q2: 5,920 shares; 2025Q3: 6,929 shares; 2025Q4: 6,678 shares 6,678 $468K <0.01% -251 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 4,202 shares; 2025Q1: 7,445 shares; 2025Q2: 7,445 shares; 2025Q3: 5,770 shares; 2025Q4: 5,770 shares 5,770 $467K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,744 shares; 2024Q4: 15,113 shares; 2025Q1: 11,207 shares; 2025Q2: 12,213 shares; 2025Q3: 12,347 shares; 2025Q4: 11,250 shares 11,250 $463K <0.01% -1,097 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,855 shares; 2024Q4: 12,392 shares; 2025Q1: 11,920 shares; 2025Q2: 11,703 shares; 2025Q3: 11,652 shares; 2025Q4: 9,320 shares 9,320 $461K <0.01% -2,332 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 349 shares; 2025Q1: 382 shares; 2025Q2: 380 shares; 2025Q3: 340 shares; 2025Q4: 347 shares 347 $461K <0.01% +7 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 4,001 shares; 2025Q1: 3,675 shares; 2025Q2: 3,493 shares; 2025Q3: 3,351 shares; 2025Q4: 3,374 shares 3,374 $460K <0.01% +23 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 3,026 shares; 2025Q1: 2,752 shares; 2025Q2: 2,347 shares; 2025Q3: 2,566 shares; 2025Q4: 2,485 shares 2,485 $459K <0.01% -81 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: 3,666 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 2,945 shares; 2025Q3: 3,073 shares; 2025Q4: 3,077 shares 3,077 $458K <0.01% +4 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,586 shares; 2025Q1: 2,615 shares; 2025Q2: 2,475 shares; 2025Q3: 2,487 shares; 2025Q4: 2,218 shares 2,218 $457K <0.01% -269 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: 2,398 shares; 2025Q1: 2,563 shares; 2025Q2: 2,665 shares; 2025Q3: 2,907 shares; 2025Q4: 2,819 shares 2,819 $457K <0.01% -88 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: 8,875 shares; 2024Q4: 15,600 shares; 2025Q1: 15,308 shares; 2025Q2: 11,946 shares; 2025Q3: 9,671 shares; 2025Q4: 9,628 shares 9,628 $452K <0.01% -43 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,416 shares; 2025Q1: 2,476 shares; 2025Q2: not reported; 2025Q3: 2,344 shares; 2025Q4: 2,619 shares 2,619 $451K <0.01% +275 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 2,007 shares 2,007 $451K <0.01% +176 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 1,948 shares; 2025Q1: 2,700 shares; 2025Q2: 2,111 shares; 2025Q3: 2,202 shares; 2025Q4: 2,020 shares 2,020 $451K <0.01% -182 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 930 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 929 shares 929 $446K <0.01% 0 Timeline QTEC 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: 3,544 shares; 2024Q4: 3,544 shares; 2025Q1: 3,232 shares; 2025Q2: 3,024 shares; 2025Q3: 2,779 shares; 2025Q4: 1,935 shares 1,935 $445K <0.01% -844 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 2,785 shares; 2025Q1: 2,893 shares; 2025Q2: not reported; 2025Q3: 4,748 shares; 2025Q4: 5,588 shares 5,588 $443K <0.01% +840 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,178 shares; 2024Q4: 8,130 shares; 2025Q1: 8,294 shares; 2025Q2: 7,891 shares; 2025Q3: 7,910 shares; 2025Q4: 7,866 shares 7,866 $443K <0.01% -44 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 4,276 shares; 2025Q1: 4,219 shares; 2025Q2: 4,235 shares; 2025Q3: 4,118 shares; 2025Q4: 4,049 shares 4,049 $443K <0.01% -69 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 3,692 shares; 2025Q1: 4,142 shares; 2025Q2: 4,988 shares; 2025Q3: 4,992 shares; 2025Q4: 5,178 shares 5,178 $441K <0.01% +186 Timeline SPLV 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: 6,238 shares; 2024Q4: 6,245 shares; 2025Q1: 6,345 shares; 2025Q2: 6,108 shares; 2025Q3: 7,080 shares; 2025Q4: 6,129 shares 6,129 $438K <0.01% -951 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,634 shares; 2024Q4: 6,785 shares; 2025Q1: 7,113 shares; 2025Q2: 6,909 shares; 2025Q3: 7,160 shares; 2025Q4: 6,657 shares 6,657 $435K <0.01% -503 ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,933 shares; 2024Q4: 6,847 shares; 2025Q1: 5,134 shares; 2025Q2: 4,709 shares; 2025Q3: 4,708 shares; 2025Q4: 7,437 shares 7,437 $435K <0.01% +2,729 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 6,055 shares; 2025Q2: 5,705 shares; 2025Q3: 5,761 shares; 2025Q4: 5,761 shares 5,761 $435K <0.01% 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: 362 shares; 2024Q4: 412 shares; 2025Q1: 429 shares; 2025Q2: 356 shares; 2025Q3: 357 shares; 2025Q4: 406 shares 406 $434K <0.01% +49 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: 783 shares; 2024Q4: 807 shares; 2025Q1: 788 shares; 2025Q2: 751 shares; 2025Q3: 754 shares; 2025Q4: 746 shares 746 $428K <0.01% -8 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 3,515 shares; 2025Q1: 3,225 shares; 2025Q2: 2,635 shares; 2025Q3: 2,535 shares; 2025Q4: 2,627 shares 2,627 $428K <0.01% +92 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: 1,202 shares; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares 1,104 $427K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,645 shares; 2025Q1: 1,630 shares; 2025Q2: not reported; 2025Q3: 1,123 shares; 2025Q4: 9,175 shares 9,175 $425K <0.01% +8,052 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 8,632 shares; 2025Q1: 9,378 shares; 2025Q2: 6,567 shares; 2025Q3: 7,669 shares; 2025Q4: 7,254 shares 7,254 $424K <0.01% -415 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: 884 shares; 2024Q4: 932 shares; 2025Q1: 1,089 shares; 2025Q2: 941 shares; 2025Q3: 966 shares; 2025Q4: 1,088 shares 1,088 $423K <0.01% +122 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,398 shares; 2024Q4: 13,881 shares; 2025Q1: 13,967 shares; 2025Q2: 15,201 shares; 2025Q3: 13,019 shares; 2025Q4: 11,436 shares 11,436 $423K <0.01% -1,583 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,190 shares; 2025Q1: 1,284 shares; 2025Q2: 1,445 shares; 2025Q3: 1,484 shares; 2025Q4: 1,652 shares 1,652 $423K <0.01% +168 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 923 shares; 2025Q1: 899 shares; 2025Q2: 898 shares; 2025Q3: 897 shares; 2025Q4: 999 shares 999 $422K <0.01% +102 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,267 shares; 2025Q1: 5,378 shares; 2025Q2: 8,034 shares; 2025Q3: 11,264 shares; 2025Q4: 9,556 shares 9,556 $417K <0.01% -1,708 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 160 shares; 2025Q1: 163 shares; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 609 shares 609 $410K <0.01% +422 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 1,060 shares; 2025Q1: 797 shares; 2025Q2: 719 shares; 2025Q3: 740 shares; 2025Q4: 978 shares 978 $408K <0.01% +238 Timeline IEV 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: 1,710 shares; 2024Q4: 1,001 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 5,897 shares; 2025Q4: 5,897 shares 5,897 $405K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 5,110 shares; 2025Q1: 5,183 shares; 2025Q2: 5,254 shares; 2025Q3: 5,606 shares; 2025Q4: 5,529 shares 5,529 $404K <0.01% -77 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: 3,600 shares; 2024Q4: 3,489 shares; 2025Q1: 3,594 shares; 2025Q2: 3,406 shares; 2025Q3: 2,729 shares; 2025Q4: 3,086 shares 3,086 $402K <0.01% +357 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,995 shares; 2024Q4: 62,055 shares; 2025Q1: 24,274 shares; 2025Q2: 23,233 shares; 2025Q3: 22,792 shares; 2025Q4: 13,288 shares 13,288 $397K <0.01% -9,504 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,879 shares; 2025Q1: 2,014 shares; 2025Q2: 1,865 shares; 2025Q3: 1,895 shares; 2025Q4: 2,454 shares 2,454 $394K <0.01% +559 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 6,898 shares; 2025Q1: 6,600 shares; 2025Q2: 7,161 shares; 2025Q3: 7,243 shares; 2025Q4: 9,754 shares 9,754 $392K <0.01% +2,511 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,275 shares; 2024Q4: 7,003 shares; 2025Q1: 6,487 shares; 2025Q2: 5,744 shares; 2025Q3: 5,960 shares; 2025Q4: 5,316 shares 5,316 $392K <0.01% -644 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: 3,276 shares; 2024Q4: 2,702 shares; 2025Q1: 2,146 shares; 2025Q2: 1,632 shares; 2025Q3: 1,689 shares; 2025Q4: 1,442 shares 1,442 $391K <0.01% -247 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 870 shares; 2025Q1: 1,099 shares; 2025Q2: 1,147 shares; 2025Q3: 1,137 shares; 2025Q4: 1,376 shares 1,376 $391K <0.01% +239 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 11,503 shares; 2025Q1: 12,435 shares; 2025Q2: 11,794 shares; 2025Q3: 12,048 shares; 2025Q4: 14,046 shares 14,046 $386K <0.01% +1,998 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,664 shares; 2025Q1: 9,080 shares; 2025Q2: 12,345 shares; 2025Q3: 6,611 shares; 2025Q4: 3,755 shares 3,755 $379K <0.01% -2,856 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: 2,505 shares; 2024Q4: 2,613 shares; 2025Q1: 3,133 shares; 2025Q2: 4,490 shares; 2025Q3: 4,260 shares; 2025Q4: 4,343 shares 4,343 $378K <0.01% +83 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,842 shares; 2025Q1: 2,063 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,084 shares 2,084 $378K <0.01% +70 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 2,199 shares 2,199 $375K <0.01% +1,699 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,826 shares; 2025Q1: 1,908 shares; 2025Q2: 1,919 shares; 2025Q3: 2,231 shares; 2025Q4: 2,470 shares 2,470 $374K <0.01% +239 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 1,879 shares; 2025Q1: 11,415 shares; 2025Q2: 11,950 shares; 2025Q3: 12,596 shares; 2025Q4: 4,042 shares 4,042 $374K <0.01% -8,554 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: 9,025 shares; 2024Q4: 7,661 shares; 2025Q1: 7,386 shares; 2025Q2: 7,283 shares; 2025Q3: 7,251 shares; 2025Q4: 7,251 shares 7,251 $366K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,511 shares; 2024Q4: 13,452 shares; 2025Q1: 13,101 shares; 2025Q2: 14,130 shares; 2025Q3: 12,550 shares; 2025Q4: 13,832 shares 13,832 $364K <0.01% +1,282 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: 4,655 shares; 2024Q4: 5,157 shares; 2025Q1: 5,583 shares; 2025Q2: 5,915 shares; 2025Q3: 5,764 shares; 2025Q4: 6,890 shares 6,890 $364K <0.01% +1,126 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,905 shares; 2024Q4: 7,978 shares; 2025Q1: 9,459 shares; 2025Q2: 10,262 shares; 2025Q3: 11,229 shares; 2025Q4: 11,888 shares 11,888 $363K <0.01% +659 Timeline VONE 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: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares 1,168 $361K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,278 shares; 2025Q1: 4,327 shares; 2025Q2: 5,305 shares; 2025Q3: 3,908 shares; 2025Q4: 4,517 shares 4,517 $359K <0.01% +609 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 6,370 shares; 2025Q1: 3,565 shares; 2025Q2: not reported; 2025Q3: 16,617 shares; 2025Q4: 12,787 shares 12,787 $356K <0.01% -3,830 Timeline GNR 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: 5,708 shares; 2024Q4: 5,708 shares; 2025Q1: 5,708 shares; 2025Q2: 5,708 shares; 2025Q3: 5,708 shares; 2025Q4: 5,708 shares 5,708 $355K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 1,010 shares; 2025Q1: 1,259 shares; 2025Q2: 1,214 shares; 2025Q3: 1,240 shares; 2025Q4: 1,663 shares 1,663 $352K <0.01% +423 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 5,380 shares; 2025Q1: 6,198 shares; 2025Q2: 5,376 shares; 2025Q3: 4,460 shares; 2025Q4: 4,200 shares 4,200 $352K <0.01% -260 Timeline AVUS 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: 3,143 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares 3,143 $351K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares; 2025Q4: 3,392 shares 3,392 $351K <0.01% 0 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: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,423 shares; 2025Q2: 3,423 shares; 2025Q3: 3,538 shares; 2025Q4: 4,007 shares 4,007 $349K <0.01% +469 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,358 shares; 2024Q4: 16,173 shares; 2025Q1: 16,069 shares; 2025Q2: 14,791 shares; 2025Q3: 14,749 shares; 2025Q4: 14,729 shares 14,729 $348K <0.01% -20 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 872 shares; 2025Q1: 930 shares; 2025Q2: 829 shares; 2025Q3: 853 shares; 2025Q4: 1,182 shares 1,182 $347K <0.01% +329 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: 5,008 shares; 2024Q4: 5,600 shares; 2025Q1: 5,031 shares; 2025Q2: 4,819 shares; 2025Q3: 4,544 shares; 2025Q4: 4,296 shares 4,296 $345K <0.01% -248 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 167 shares; 2025Q2: not reported; 2025Q3: 1,253 shares; 2025Q4: 1,522 shares 1,522 $345K <0.01% +269 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,914 shares; 2024Q4: 132,896 shares; 2025Q1: 2,265 shares; 2025Q2: 2,252 shares; 2025Q3: 2,323 shares; 2025Q4: 2,120 shares 2,120 $341K <0.01% -203 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: 5,013 shares; 2024Q4: 4,161 shares; 2025Q1: 2,828 shares; 2025Q2: 2,447 shares; 2025Q3: 2,453 shares; 2025Q4: 2,505 shares 2,505 $341K <0.01% +52 Timeline ICF 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: 7,415 shares; 2024Q4: 7,541 shares; 2025Q1: 8,530 shares; 2025Q2: 5,702 shares; 2025Q3: 5,702 shares; 2025Q4: 5,702 shares 5,702 $340K <0.01% 0 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: 4,030 shares; 2024Q4: 4,208 shares; 2025Q1: 3,604 shares; 2025Q2: 4,008 shares; 2025Q3: 4,074 shares; 2025Q4: 4,221 shares 4,221 $339K <0.01% +147 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 565 shares; 2025Q1: 824 shares; 2025Q2: 900 shares; 2025Q3: 1,181 shares; 2025Q4: 1,394 shares 1,394 $339K <0.01% +213 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 5,565 shares; 2025Q1: 6,417 shares; 2025Q2: 6,339 shares; 2025Q3: 6,105 shares; 2025Q4: 6,315 shares 6,315 $338K <0.01% +210 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,068 shares; 2025Q1: 2,050 shares; 2025Q2: 1,883 shares; 2025Q3: 1,796 shares; 2025Q4: 1,860 shares 1,860 $338K <0.01% +64 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,616 shares 3,616 $337K <0.01% +261 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 680 shares; 2025Q1: 935 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: 934 shares 934 $336K <0.01% 0 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 4,795 shares; 2025Q1: 4,868 shares; 2025Q2: 4,862 shares; 2025Q3: 5,243 shares; 2025Q4: 5,162 shares 5,162 $335K <0.01% -81 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 2,688 shares; 2025Q1: 2,257 shares; 2025Q2: not reported; 2025Q3: 7,454 shares; 2025Q4: 8,125 shares 8,125 $334K <0.01% +671 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 334 shares; 2025Q1: 351 shares; 2025Q2: 329 shares; 2025Q3: 321 shares; 2025Q4: 330 shares 330 $333K <0.01% +9 Timeline