AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,394,369 shares; 2023Q2: 3,435,638 shares; 2023Q3: 3,613,772 shares; 2023Q4: 3,470,744 shares; 2024Q1: 3,568,828 shares; 2024Q2: 3,655,898 shares; 2024Q3: 3,596,816 shares 3,596,816 $345M 14.01% -59,082 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,643,477 shares; 2023Q2: 7,779,253 shares; 2023Q3: 7,784,610 shares; 2023Q4: 7,810,962 shares; 2024Q1: 8,103,057 shares; 2024Q2: 8,211,229 shares; 2024Q3: 8,341,654 shares 8,341,654 $284M 11.54% +130,425 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; 2022Q4: restricted; 2023Q1: 7,451,794 shares; 2023Q2: 7,556,277 shares; 2023Q3: 7,755,423 shares; 2023Q4: 7,770,241 shares; 2024Q1: 8,133,187 shares; 2024Q2: 8,386,412 shares; 2024Q3: 8,591,238 shares 8,591,238 $250M 10.14% +204,826 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 310,723 shares; 2023Q2: 299,003 shares; 2023Q3: 1,265,753 shares; 2023Q4: 1,355,444 shares; 2024Q1: 1,378,277 shares; 2024Q2: 1,384,843 shares; 2024Q3: 1,388,947 shares 1,388,947 $249M 10.11% +4,104 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 699,984 shares; 2023Q4: 721,337 shares; 2024Q1: 743,821 shares; 2024Q2: 751,929 shares; 2024Q3: 761,601 shares 761,601 $211M 8.56% +9,672 Timeline AVLV 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; 2022Q4: restricted; 2023Q1: 1,816,074 shares; 2023Q2: 1,939,259 shares; 2023Q3: 1,964,505 shares; 2023Q4: 1,872,818 shares; 2024Q1: 1,947,678 shares; 2024Q2: 1,970,038 shares; 2024Q3: 2,011,192 shares 2,011,192 $132M 5.37% +41,154 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,407,895 shares; 2023Q2: 6,079,156 shares; 2023Q3: 2,811,245 shares; 2023Q4: 2,809,653 shares; 2024Q1: 2,933,176 shares; 2024Q2: 3,017,460 shares; 2024Q3: 3,116,048 shares 3,116,048 $86.3M 3.5% +98,588 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; 2022Q4: restricted; 2023Q1: 2,367,990 shares; 2023Q2: 2,293,341 shares; 2023Q3: 2,256,054 shares; 2023Q4: 2,234,500 shares; 2024Q1: 2,181,431 shares; 2024Q2: 2,156,854 shares; 2024Q3: 2,118,571 shares 2,118,571 $72.6M 2.95% -38,283 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; 2022Q4: restricted; 2023Q1: 4,060,351 shares; 2023Q2: 919,889 shares; 2023Q3: 908,831 shares; 2023Q4: 863,131 shares; 2024Q1: 876,756 shares; 2024Q2: 911,351 shares; 2024Q3: 919,865 shares 919,865 $51.2M 2.08% +8,514 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; 2022Q4: restricted; 2023Q1: 239,183 shares; 2023Q2: 220,756 shares; 2023Q3: 270,684 shares; 2023Q4: 230,287 shares; 2024Q1: 219,021 shares; 2024Q2: 218,559 shares; 2024Q3: 212,807 shares 212,807 $42.7M 1.73% -5,752 Timeline AVES 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; 2022Q4: restricted; 2023Q1: 549,457 shares; 2023Q2: 590,579 shares; 2023Q3: 624,883 shares; 2023Q4: 657,624 shares; 2024Q1: 735,776 shares; 2024Q2: 759,893 shares; 2024Q3: 773,915 shares 773,915 $40.4M 1.64% +14,022 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 88,229 shares; 2023Q2: 77,797 shares; 2023Q3: 79,623 shares; 2023Q4: 82,189 shares; 2024Q1: 82,643 shares; 2024Q2: 81,292 shares; 2024Q3: 91,249 shares 91,249 $39.3M 1.59% +9,957 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 927,059 shares; 2023Q2: 915,420 shares; 2023Q3: 942,264 shares; 2023Q4: 979,804 shares; 2024Q1: 1,009,233 shares; 2024Q2: 1,006,579 shares; 2024Q3: 1,017,945 shares 1,017,945 $37.8M 1.54% +11,366 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; 2022Q4: restricted; 2023Q1: 1,921,279 shares; 2023Q2: 1,838,024 shares; 2023Q3: 1,814,534 shares; 2023Q4: 802,224 shares; 2024Q1: 745,798 shares; 2024Q2: 743,564 shares; 2024Q3: 707,814 shares 707,814 $36.2M 1.47% -35,750 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; 2022Q4: restricted; 2023Q1: 741,397 shares; 2023Q2: 722,345 shares; 2023Q3: 716,028 shares; 2023Q4: 707,241 shares; 2024Q1: 685,841 shares; 2024Q2: 679,518 shares; 2024Q3: 668,011 shares 668,011 $27.8M 1.13% -11,507 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; 2022Q4: restricted; 2023Q1: 652,737 shares; 2023Q2: 2,093,568 shares; 2023Q3: 736,465 shares; 2023Q4: 632,578 shares; 2024Q1: 650,252 shares; 2024Q2: 651,487 shares; 2024Q3: 671,826 shares 671,826 $25.6M 1.04% +20,339 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,765,208 shares; 2024Q1: 1,824,016 shares; 2024Q2: 2,001,184 shares; 2024Q3: 2,030,984 shares 2,030,984 $22.6M 0.92% +29,800 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 475,563 shares; 2023Q2: 494,532 shares; 2023Q3: 530,990 shares; 2023Q4: 538,857 shares; 2024Q1: 545,296 shares; 2024Q2: 555,689 shares; 2024Q3: 568,341 shares 568,341 $20.3M 0.82% +12,652 Timeline AVSU 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; 2022Q4: restricted; 2023Q1: 46,214 shares; 2023Q2: 56,614 shares; 2023Q3: 272,063 shares; 2023Q4: 282,835 shares; 2024Q1: 289,565 shares; 2024Q2: 299,481 shares; 2024Q3: 310,471 shares 310,471 $20.3M 0.82% +10,990 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 430,360 shares; 2023Q2: 414,216 shares; 2023Q3: 303,472 shares; 2023Q4: 169,181 shares; 2024Q1: 158,574 shares; 2024Q2: 160,340 shares; 2024Q3: 189,049 shares 189,049 $20.1M 0.81% +28,709 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 99,242 shares; 2023Q2: 99,203 shares; 2023Q3: 92,161 shares; 2023Q4: 89,521 shares; 2024Q1: 90,210 shares; 2024Q2: 85,380 shares; 2024Q3: 83,640 shares 83,640 $19.5M 0.79% -1,740 Timeline ACLC 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 205,972 shares; 2023Q4: 219,824 shares; 2024Q1: 227,899 shares; 2024Q2: 239,976 shares; 2024Q3: 251,355 shares 251,355 $17.7M 0.72% +11,379 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; 2022Q4: restricted; 2023Q1: 584,616 shares; 2023Q2: 575,126 shares; 2023Q3: 567,023 shares; 2023Q4: 572,860 shares; 2024Q1: 564,163 shares; 2024Q2: 548,809 shares; 2024Q3: 558,721 shares 558,721 $15M 0.61% +9,912 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 404,137 shares; 2023Q2: 581,318 shares; 2023Q3: 384,873 shares; 2023Q4: 379,756 shares; 2024Q1: 373,206 shares; 2024Q2: 366,748 shares; 2024Q3: 364,668 shares 364,668 $13.9M 0.56% -2,080 Timeline AVRE 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; 2022Q4: restricted; 2023Q1: 237,470 shares; 2023Q2: 257,230 shares; 2023Q3: 270,743 shares; 2023Q4: 258,098 shares; 2024Q1: 272,195 shares; 2024Q2: 265,480 shares; 2024Q3: 282,232 shares 282,232 $13.3M 0.54% +16,752 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 78,073 shares; 2023Q2: 71,164 shares; 2023Q3: 71,029 shares; 2023Q4: 70,726 shares; 2024Q1: 70,569 shares; 2024Q2: 68,353 shares; 2024Q3: 189,699 shares 189,699 $12.8M 0.52% +121,346 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,524 shares; 2023Q2: 16,972 shares; 2023Q3: 18,315 shares; 2023Q4: 16,929 shares; 2024Q1: 16,675 shares; 2024Q2: 18,623 shares; 2024Q3: 20,122 shares 20,122 $11.6M 0.47% +1,499 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 124,723 shares; 2023Q2: 119,047 shares; 2023Q3: 114,695 shares; 2023Q4: 111,097 shares; 2024Q1: 108,268 shares; 2024Q2: 106,726 shares; 2024Q3: 104,638 shares 104,638 $11.4M 0.46% -2,088 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,255 shares; 2023Q2: 12,836 shares; 2023Q3: 12,652 shares; 2023Q4: 11,204 shares; 2024Q1: 9,114 shares; 2024Q2: 82,692 shares; 2024Q3: 86,759 shares 86,759 $10.5M 0.43% +4,067 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 116,841 shares 116,841 $10.1M 0.41% new Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 197,913 shares; 2023Q2: 203,215 shares; 2023Q3: 214,391 shares; 2023Q4: 235,286 shares; 2024Q1: 251,764 shares; 2024Q2: 267,111 shares; 2024Q3: 273,367 shares 273,367 $9.68M 0.39% +6,256 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; 2022Q4: restricted; 2023Q1: 50,051 shares; 2023Q2: 51,763 shares; 2023Q3: 48,612 shares; 2023Q4: 45,515 shares; 2024Q1: 46,571 shares; 2024Q2: 51,004 shares; 2024Q3: 51,589 shares 51,589 $9.61M 0.39% +585 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 98,617 shares; 2023Q2: 94,015 shares; 2023Q3: 92,578 shares; 2023Q4: 90,276 shares; 2024Q1: 85,650 shares; 2024Q2: 86,013 shares; 2024Q3: 83,547 shares 83,547 $9.44M 0.38% -2,466 Timeline AVEM 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; 2022Q4: restricted; 2023Q1: 184,173 shares; 2023Q2: 183,160 shares; 2023Q3: 119,934 shares; 2023Q4: 119,475 shares; 2024Q1: 110,926 shares; 2024Q2: 110,132 shares; 2024Q3: 138,959 shares 138,959 $8.98M 0.36% +28,827 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; 2022Q4: restricted; 2023Q1: 6,028 shares; 2023Q2: 5,982 shares; 2023Q3: 5,983 shares; 2023Q4: 29,732 shares; 2024Q1: 29,269 shares; 2024Q2: 31,208 shares; 2024Q3: 29,906 shares 29,906 $7.88M 0.32% -1,302 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; 2022Q4: restricted; 2023Q1: 7,806 shares; 2023Q2: 7,821 shares; 2023Q3: 8,067 shares; 2023Q4: 7,868 shares; 2024Q1: 8,097 shares; 2024Q2: 8,342 shares; 2024Q3: 8,777 shares 8,777 $7.78M 0.32% +435 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 65,498 shares; 2023Q2: 63,548 shares; 2023Q3: 62,261 shares; 2023Q4: 61,693 shares; 2024Q1: 58,581 shares; 2024Q2: 57,374 shares; 2024Q3: 56,460 shares 56,460 $6.98M 0.28% -914 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 125,631 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 112,890 shares; 2024Q3: 109,016 shares 109,016 $6.71M 0.27% -3,874 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 134,882 shares; 2024Q1: 132,149 shares; 2024Q2: 129,821 shares; 2024Q3: 124,307 shares 124,307 $6.57M 0.27% -5,514 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 89,276 shares 89,276 $6.16M 0.25% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 295,730 shares; 2023Q2: 261,832 shares; 2023Q3: 354,307 shares; 2023Q4: 221,706 shares; 2024Q1: 209,259 shares; 2024Q2: 205,377 shares; 2024Q3: 205,119 shares 205,119 $6.06M 0.25% -258 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 98,080 shares; 2023Q2: 95,182 shares; 2023Q3: not reported; 2023Q4: 82,043 shares; 2024Q1: 81,594 shares; 2024Q2: 80,660 shares; 2024Q3: 75,288 shares 75,288 $6.05M 0.25% -5,372 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 80,385 shares; 2023Q2: 77,827 shares; 2023Q3: 74,111 shares; 2023Q4: 66,962 shares; 2024Q1: 67,345 shares; 2024Q2: 66,608 shares; 2024Q3: 61,587 shares 61,587 $6.02M 0.24% -5,021 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,328 shares; 2024Q2: 62,906 shares; 2024Q3: 58,982 shares 58,982 $5.97M 0.24% -3,924 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 64,826 shares; 2024Q1: 64,392 shares; 2024Q2: 64,950 shares; 2024Q3: 60,465 shares 60,465 $5.72M 0.23% -4,485 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 55,609 shares; 2024Q3: 51,715 shares 51,715 $5.71M 0.23% -3,894 Timeline BAB 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 221,479 shares; 2024Q3: 206,334 shares 206,334 $5.69M 0.23% -15,145 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; 2022Q4: restricted; 2023Q1: 90,855 shares; 2023Q2: 150,193 shares; 2023Q3: 85,488 shares; 2023Q4: 141,901 shares; 2024Q1: 142,645 shares; 2024Q2: 140,433 shares; 2024Q3: 136,693 shares 136,693 $5.64M 0.23% -3,740 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 217,600 shares; 2023Q2: 185,409 shares; 2023Q3: 158,463 shares; 2023Q4: 152,193 shares; 2024Q1: 145,122 shares; 2024Q2: 143,213 shares; 2024Q3: 145,540 shares 145,540 $5.47M 0.22% +2,327 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 122,097 shares; 2024Q3: 117,885 shares 117,885 $5.36M 0.22% -4,212 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,189 shares 20,189 $5.33M 0.22% new Timeline VNQI 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 5,867 shares; 2023Q3: 6,556 shares; 2023Q4: 100,704 shares; 2024Q1: 99,120 shares; 2024Q2: 101,357 shares; 2024Q3: 113,401 shares 113,401 $5.32M 0.22% +12,044 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 62,902 shares; 2024Q1: not reported; 2024Q2: 54,084 shares; 2024Q3: 52,044 shares 52,044 $5.11M 0.21% -2,040 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 61,774 shares; 2023Q2: 97,661 shares; 2023Q3: 98,273 shares; 2023Q4: 82,182 shares; 2024Q1: 82,686 shares; 2024Q2: 79,150 shares; 2024Q3: 79,923 shares 79,923 $5.07M 0.21% +773 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 115,816 shares; 2023Q2: 107,459 shares; 2023Q3: 103,859 shares; 2023Q4: 91,201 shares; 2024Q1: 90,766 shares; 2024Q2: 89,863 shares; 2024Q3: 87,065 shares 87,065 $5.01M 0.2% -2,798 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; 2022Q4: restricted; 2023Q1: 22,491 shares; 2023Q2: 22,331 shares; 2023Q3: 22,019 shares; 2023Q4: 8,166 shares; 2024Q1: 8,160 shares; 2024Q2: 8,694 shares; 2024Q3: 8,542 shares 8,542 $4.52M 0.18% -152 Timeline DWX 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; 2022Q4: restricted; 2023Q1: 28,514 shares; 2023Q2: 27,077 shares; 2023Q3: 26,291 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 107,583 shares 107,583 $4.13M 0.17% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 65,194 shares; 2023Q2: 62,224 shares; 2023Q3: 62,224 shares; 2023Q4: 60,262 shares; 2024Q1: 61,463 shares; 2024Q2: 60,614 shares; 2024Q3: 60,871 shares 60,871 $4.13M 0.17% +257 Timeline AVSD 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; 2022Q4: restricted; 2023Q1: 55,801 shares; 2023Q2: 62,344 shares; 2023Q3: 60,531 shares; 2023Q4: 71,707 shares; 2024Q1: 71,721 shares; 2024Q2: 68,914 shares; 2024Q3: 67,653 shares 67,653 $4.1M 0.17% -1,261 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; 2022Q4: restricted; 2023Q1: 17,222 shares; 2023Q2: 17,849 shares; 2023Q3: 17,808 shares; 2023Q4: 12,397 shares; 2024Q1: 11,748 shares; 2024Q2: 12,093 shares; 2024Q3: 12,534 shares 12,534 $3.56M 0.14% +441 Timeline AVDE 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; 2022Q4: restricted; 2023Q1: 23,608 shares; 2023Q2: 23,635 shares; 2023Q3: 22,969 shares; 2023Q4: 20,558 shares; 2024Q1: 22,061 shares; 2024Q2: 22,061 shares; 2024Q3: 52,729 shares 52,729 $3.53M 0.14% +30,668 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 33,609 shares; 2023Q2: 53,081 shares; 2023Q3: 30,023 shares; 2023Q4: 114,601 shares; 2024Q1: 114,601 shares; 2024Q2: 135,348 shares; 2024Q3: 128,851 shares 128,851 $3.44M 0.14% -6,497 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,351 shares; 2023Q2: 12,201 shares; 2023Q3: 11,703 shares; 2023Q4: 11,319 shares; 2024Q1: 12,621 shares; 2024Q2: 13,349 shares; 2024Q3: 12,596 shares 12,596 $3.3M 0.13% -753 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; 2022Q4: restricted; 2023Q1: 3,510 shares; 2023Q2: 4,287 shares; 2023Q3: 3,490 shares; 2023Q4: 3,493 shares; 2024Q1: 4,437 shares; 2024Q2: 5,212 shares; 2024Q3: 5,245 shares 5,245 $3.02M 0.12% +33 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 21,654 shares; 2023Q2: 35,023 shares; 2023Q3: 341,779 shares; 2023Q4: 27,162 shares; 2024Q1: 50,314 shares; 2024Q2: 45,232 shares; 2024Q3: 29,736 shares 29,736 $3M 0.12% -15,496 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30,418 shares; 2023Q2: 28,213 shares; 2023Q3: 28,213 shares; 2023Q4: 42,279 shares; 2024Q1: 22,388 shares; 2024Q2: 22,078 shares; 2024Q3: 49,933 shares 49,933 $2.97M 0.12% +27,855 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,649 shares; 2023Q2: 15,395 shares; 2023Q3: 15,375 shares; 2023Q4: 14,457 shares; 2024Q1: 14,348 shares; 2024Q2: 13,567 shares; 2024Q3: 13,332 shares 13,332 $2.94M 0.12% -235 Timeline INVESCO QQQ TR INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,272 shares 5,272 $2.58M 0.1% new IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,744 shares; 2023Q2: 8,185 shares; 2023Q3: 8,051 shares; 2023Q4: 7,855 shares; 2024Q1: 7,353 shares; 2024Q2: 7,441 shares; 2024Q3: 6,853 shares 6,853 $2.57M 0.1% -588 Timeline BBIN 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; 2022Q4: restricted; 2023Q1: 38,888 shares; 2023Q2: 37,988 shares; 2023Q3: 40,449 shares; 2023Q4: 42,528 shares; 2024Q1: 40,916 shares; 2024Q2: 40,666 shares; 2024Q3: 38,936 shares 38,936 $2.45M 0.1% -1,730 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; 2022Q4: restricted; 2023Q1: 85,627 shares; 2023Q2: 88,537 shares; 2023Q3: 89,549 shares; 2023Q4: 94,483 shares; 2024Q1: 96,924 shares; 2024Q2: 97,814 shares; 2024Q3: 90,303 shares 90,303 $2.44M 0.1% -7,511 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,931 shares; 2023Q2: 16,040 shares; 2023Q3: 16,097 shares; 2023Q4: 14,931 shares; 2024Q1: 12,802 shares; 2024Q2: 15,524 shares; 2024Q3: 14,234 shares 14,234 $2.38M 0.1% -1,290 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 97,887 shares; 2024Q1: 94,994 shares; 2024Q2: 93,230 shares; 2024Q3: 88,832 shares 88,832 $2.31M 0.09% -4,398 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; 2022Q4: restricted; 2023Q1: 12,855 shares; 2023Q2: 21,242 shares; 2023Q3: 13,842 shares; 2023Q4: 14,956 shares; 2024Q1: 16,931 shares; 2024Q2: 28,411 shares; 2024Q3: 37,028 shares 37,028 $2.24M 0.09% +8,617 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 43,223 shares; 2023Q2: 22,026 shares; 2023Q3: 23,823 shares; 2023Q4: 40,618 shares; 2024Q1: 37,237 shares; 2024Q2: 36,516 shares; 2024Q3: 51,580 shares 51,580 $2.16M 0.09% +15,064 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35,660 shares 35,660 $2.06M 0.08% new Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 74,249 shares; 2024Q1: 74,004 shares; 2024Q2: 73,008 shares; 2024Q3: 70,555 shares 70,555 $2.02M 0.08% -2,453 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 84,273 shares; 2023Q2: 46,941 shares; 2023Q3: 41,667 shares; 2023Q4: 113,625 shares; 2024Q1: 113,030 shares; 2024Q2: 110,553 shares; 2024Q3: 28,021 shares 28,021 $1.98M 0.08% -82,532 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; 2022Q4: restricted; 2023Q1: 27,899 shares; 2023Q2: 29,390 shares; 2023Q3: 29,002 shares; 2023Q4: 27,061 shares; 2024Q1: 24,561 shares; 2024Q2: 24,431 shares; 2024Q3: 24,127 shares 24,127 $1.94M 0.08% -304 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; 2022Q4: restricted; 2023Q1: 36,365 shares; 2023Q2: 51,217 shares; 2023Q3: 39,642 shares; 2023Q4: 33,263 shares; 2024Q1: 31,939 shares; 2024Q2: 34,678 shares; 2024Q3: 36,481 shares 36,481 $1.75M 0.07% +1,803 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; 2022Q4: restricted; 2023Q1: 1,148 shares; 2023Q2: 1,989 shares; 2023Q3: 2,499 shares; 2023Q4: 3,384 shares; 2024Q1: 2,592 shares; 2024Q2: 2,844 shares; 2024Q3: 2,990 shares 2,990 $1.71M 0.07% +146 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; 2022Q4: restricted; 2023Q1: 9,837 shares; 2023Q2: 31,259 shares; 2023Q3: 10,326 shares; 2023Q4: 7,467 shares; 2024Q1: 8,254 shares; 2024Q2: 9,355 shares; 2024Q3: 8,567 shares 8,567 $1.5M 0.06% -788 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,248 shares; 2023Q2: 11,053 shares; 2023Q3: 12,891 shares; 2023Q4: 13,272 shares; 2024Q1: 14,982 shares; 2024Q2: 17,212 shares; 2024Q3: 18,944 shares 18,944 $1.49M 0.06% +1,732 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,931 shares; 2023Q2: 5,921 shares; 2023Q3: 5,906 shares; 2023Q4: 5,674 shares; 2024Q1: 17,734 shares; 2024Q2: 17,382 shares; 2024Q3: 17,476 shares 17,476 $1.41M 0.06% +94 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; 2022Q4: restricted; 2023Q1: 27,013 shares; 2023Q2: 26,226 shares; 2023Q3: 26,226 shares; 2023Q4: 26,195 shares; 2024Q1: 24,734 shares; 2024Q2: 23,135 shares; 2024Q3: 22,645 shares 22,645 $1.41M 0.06% -490 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17,448 shares; 2023Q2: 16,946 shares; 2023Q3: 16,938 shares; 2023Q4: 13,804 shares; 2024Q1: 14,221 shares; 2024Q2: 13,994 shares; 2024Q3: 14,279 shares 14,279 $1.39M 0.06% +285 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $1.38M 0.06% 0 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; 2022Q4: restricted; 2023Q1: 6,710 shares; 2023Q2: 10,242 shares; 2023Q3: 9,783 shares; 2023Q4: 43,221 shares; 2024Q1: 42,896 shares; 2024Q2: 44,604 shares; 2024Q3: 10,772 shares 10,772 $1.36M 0.06% -33,832 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,645 shares 16,645 $1.33M 0.05% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,668 shares; 2023Q2: 6,138 shares; 2023Q3: 6,049 shares; 2023Q4: 5,552 shares; 2024Q1: 5,978 shares; 2024Q2: 7,055 shares; 2024Q3: 7,820 shares 7,820 $1.3M 0.05% +765 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; 2022Q4: restricted; 2023Q1: 15,393 shares; 2023Q2: 14,894 shares; 2023Q3: 15,075 shares; 2023Q4: 13,426 shares; 2024Q1: 15,553 shares; 2024Q2: 19,733 shares; 2024Q3: 25,463 shares 25,463 $1.26M 0.05% +5,730 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; 2022Q4: restricted; 2023Q1: 11,615 shares; 2023Q2: 14,657 shares; 2023Q3: 18,794 shares; 2023Q4: 93,862 shares; 2024Q1: 93,195 shares; 2024Q2: 15,752 shares; 2024Q3: 15,752 shares 15,752 $1.23M 0.05% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,807 shares; 2023Q2: 6,557 shares; 2023Q3: 6,768 shares; 2023Q4: 6,740 shares; 2024Q1: 7,373 shares; 2024Q2: 7,304 shares; 2024Q3: 7,090 shares 7,090 $1.23M 0.05% -214 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; 2022Q4: restricted; 2023Q1: 159,786 shares; 2023Q2: 161,640 shares; 2023Q3: 23,419 shares; 2023Q4: 23,323 shares; 2024Q1: 23,348 shares; 2024Q2: 23,111 shares; 2024Q3: 23,115 shares 23,115 $1.22M 0.05% +4 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; 2022Q4: restricted; 2023Q1: 1,111 shares; 2023Q2: 1,111 shares; 2023Q3: 1,116 shares; 2023Q4: 1,116 shares; 2024Q1: 1,123 shares; 2024Q2: 1,123 shares; 2024Q3: 1,135 shares 1,135 $1.18M 0.05% +12 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,107 shares; 2023Q2: 20,107 shares; 2023Q3: 20,107 shares; 2023Q4: 21,801 shares; 2024Q1: 21,801 shares; 2024Q2: 20,208 shares; 2024Q3: 20,280 shares 20,280 $1.18M 0.05% +72 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; 2022Q4: restricted; 2023Q1: 13,555 shares; 2023Q2: 14,498 shares; 2023Q3: 10,180 shares; 2023Q4: 10,517 shares; 2024Q1: 10,060 shares; 2024Q2: 9,792 shares; 2024Q3: 9,703 shares 9,703 $1.14M 0.05% -89 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,863 shares; 2023Q2: 9,693 shares; 2023Q3: 9,693 shares; 2023Q4: 9,287 shares; 2024Q1: 8,754 shares; 2024Q2: 8,391 shares; 2024Q3: 8,252 shares 8,252 $1.04M 0.04% -139 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,459 shares; 2023Q2: 3,478 shares; 2023Q3: 3,468 shares; 2023Q4: 3,641 shares; 2024Q1: 3,641 shares; 2024Q2: 3,670 shares; 2024Q3: 3,651 shares 3,651 $1.02M 0.04% -19 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,713 shares; 2023Q2: 6,756 shares; 2023Q3: 5,873 shares; 2023Q4: 6,294 shares; 2024Q1: 6,175 shares; 2024Q2: 6,217 shares; 2024Q3: 6,248 shares 6,248 $1.01M 0.04% +31 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; 2022Q4: restricted; 2023Q1: 150,480 shares; 2023Q2: 146,916 shares; 2023Q3: 8,573 shares; 2023Q4: 9,240 shares; 2024Q1: 9,715 shares; 2024Q2: 17,053 shares; 2024Q3: 21,104 shares 21,104 $996K 0.04% +4,051 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; 2022Q4: restricted; 2023Q1: 4,297 shares; 2023Q2: 4,297 shares; 2023Q3: 4,574 shares; 2023Q4: 4,574 shares; 2024Q1: 4,574 shares; 2024Q2: 4,574 shares; 2024Q3: 4,574 shares 4,574 $945K 0.04% 0 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; 2022Q4: restricted; 2023Q1: 18,781 shares; 2023Q2: 20,347 shares; 2023Q3: 22,423 shares; 2023Q4: 14,832 shares; 2024Q1: 14,837 shares; 2024Q2: 14,986 shares; 2024Q3: 14,969 shares 14,969 $943K 0.04% -17 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,393 shares; 2023Q2: 11,393 shares; 2023Q3: 10,636 shares; 2023Q4: 10,930 shares; 2024Q1: 10,740 shares; 2024Q2: 10,187 shares; 2024Q3: 12,037 shares 12,037 $939K 0.04% +1,850 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; 2022Q4: restricted; 2023Q1: 1,223 shares; 2023Q2: 1,239 shares; 2023Q3: 1,189 shares; 2023Q4: 1,173 shares; 2024Q1: 2,007 shares; 2024Q2: 2,084 shares; 2024Q3: 2,265 shares 2,265 $918K 0.04% +181 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; 2022Q4: restricted; 2023Q1: 2,282 shares; 2023Q2: 2,309 shares; 2023Q3: 2,301 shares; 2023Q4: 2,301 shares; 2024Q1: 3,166 shares; 2024Q2: 3,166 shares; 2024Q3: 3,168 shares 3,168 $881K 0.04% +2 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,917 shares; 2024Q2: 26,381 shares; 2024Q3: 23,704 shares 23,704 $864K 0.04% -2,677 Timeline AVIV 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; 2022Q4: restricted; 2023Q1: 15,694 shares; 2023Q2: 76,981 shares; 2023Q3: 16,871 shares; 2023Q4: 15,686 shares; 2024Q1: 16,895 shares; 2024Q2: 15,394 shares; 2024Q3: 15,354 shares 15,354 $862K 0.03% -40 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 925 shares; 2024Q2: 950 shares; 2024Q3: 970 shares 970 $859K 0.03% +20 Timeline XSMO 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,318 shares; 2024Q1: 14,706 shares; 2024Q2: 14,417 shares; 2024Q3: 12,916 shares 12,916 $855K 0.03% -1,501 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 23,416 shares; 2024Q1: 22,381 shares; 2024Q2: 21,952 shares; 2024Q3: 19,716 shares 19,716 $842K 0.03% -2,236 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,157 shares; 2023Q2: 2,241 shares; 2023Q3: 2,194 shares; 2023Q4: 2,136 shares; 2024Q1: 11,955 shares; 2024Q2: 12,837 shares; 2024Q3: 13,135 shares 13,135 $819K 0.03% +298 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,984 shares 8,984 $798K 0.03% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,217 shares 2,217 $784K 0.03% new Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,054 shares 18,054 $774K 0.03% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 233 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 348 shares; 2024Q2: 442 shares; 2024Q3: 4,487 shares 4,487 $774K 0.03% +4,045 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,604 shares; 2023Q2: 1,622 shares; 2023Q3: 1,636 shares; 2023Q4: 2,003 shares; 2024Q1: 2,713 shares; 2024Q2: 3,445 shares; 2024Q3: 5,024 shares 5,024 $764K 0.03% +1,579 Timeline AVSE 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; 2022Q4: restricted; 2023Q1: 12,411 shares; 2023Q2: 12,749 shares; 2023Q3: 14,048 shares; 2023Q4: 14,119 shares; 2024Q1: 14,397 shares; 2024Q2: 13,320 shares; 2024Q3: 13,320 shares 13,320 $737K 0.03% 0 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 43,335 shares; 2023Q3: 43,335 shares; 2023Q4: 43,335 shares; 2024Q1: 34,439 shares; 2024Q2: 34,439 shares; 2024Q3: 34,439 shares 34,439 $721K 0.03% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,037 shares; 2023Q2: 6,594 shares; 2023Q3: 5,508 shares; 2023Q4: 5,528 shares; 2024Q1: 4,929 shares; 2024Q2: 4,652 shares; 2024Q3: 4,872 shares 4,872 $718K 0.03% +220 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; 2022Q4: restricted; 2023Q1: 6,710 shares; 2023Q2: 6,553 shares; 2023Q3: 6,553 shares; 2023Q4: 6,746 shares; 2024Q1: 6,920 shares; 2024Q2: 6,904 shares; 2024Q3: 6,904 shares 6,904 $717K 0.03% 0 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; 2022Q4: restricted; 2023Q1: 15,312 shares; 2023Q2: 201,997 shares; 2023Q3: 14,499 shares; 2023Q4: 14,499 shares; 2024Q1: 13,725 shares; 2024Q2: 11,949 shares; 2024Q3: 11,377 shares 11,377 $700K 0.03% -572 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; 2022Q4: restricted; 2023Q1: 16,512 shares; 2023Q2: 15,374 shares; 2023Q3: 15,191 shares; 2023Q4: 13,533 shares; 2024Q1: 14,565 shares; 2024Q2: 18,289 shares; 2024Q3: 16,976 shares 16,976 $698K 0.03% -1,313 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,835 shares; 2023Q2: 8,102 shares; 2023Q3: 7,993 shares; 2023Q4: 8,066 shares; 2024Q1: 7,847 shares; 2024Q2: 7,948 shares; 2024Q3: 7,861 shares 7,861 $697K 0.03% -87 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; 2022Q4: restricted; 2023Q1: 10,186 shares; 2023Q2: 88,600 shares; 2023Q3: 9,976 shares; 2023Q4: 9,977 shares; 2024Q1: 9,960 shares; 2024Q2: 10,988 shares; 2024Q3: 10,472 shares 10,472 $679K 0.03% -516 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 27,342 shares; 2023Q2: 28,055 shares; 2023Q3: 28,764 shares; 2023Q4: 30,188 shares; 2024Q1: 30,463 shares; 2024Q2: 31,607 shares; 2024Q3: 32,331 shares 32,331 $677K 0.03% +724 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,255 shares; 2023Q2: 3,207 shares; 2023Q3: 3,207 shares; 2023Q4: 3,307 shares; 2024Q1: 3,311 shares; 2024Q2: 3,287 shares; 2024Q3: 3,291 shares 3,291 $650K 0.03% +4 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,600 shares; 2024Q1: 2,052 shares; 2024Q2: 2,253 shares; 2024Q3: 3,409 shares 3,409 $643K 0.03% +1,156 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; 2022Q4: restricted; 2023Q1: 13,860 shares; 2023Q2: 13,154 shares; 2023Q3: 13,837 shares; 2023Q4: 12,764 shares; 2024Q1: 12,764 shares; 2024Q2: 13,296 shares; 2024Q3: 9,536 shares 9,536 $634K 0.03% -3,760 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,787 shares; 2023Q2: 11,043 shares; 2023Q3: 10,820 shares; 2023Q4: 10,820 shares; 2024Q1: 10,802 shares; 2024Q2: 10,740 shares; 2024Q3: 10,740 shares 10,740 $631K 0.03% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,839 shares; 2023Q2: 6,857 shares; 2023Q3: 6,887 shares; 2023Q4: 5,416 shares; 2024Q1: 5,488 shares; 2024Q2: 5,517 shares; 2024Q3: 6,237 shares 6,237 $615K 0.02% +720 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,678 shares; 2023Q2: 9,677 shares; 2023Q3: 9,620 shares; 2023Q4: 9,620 shares; 2024Q1: 9,620 shares; 2024Q2: 9,620 shares; 2024Q3: 9,620 shares 9,620 $614K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 3,737 shares; 2023Q2: 3,347 shares; 2023Q3: 3,220 shares; 2023Q4: 2,702 shares; 2024Q1: 2,669 shares; 2024Q2: 2,683 shares; 2024Q3: 2,901 shares 2,901 $612K 0.02% +218 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; 2022Q4: restricted; 2023Q1: 2,180 shares; 2023Q2: 1,831 shares; 2023Q3: 1,796 shares; 2023Q4: 1,276 shares; 2024Q1: 1,235 shares; 2024Q2: 1,192 shares; 2024Q3: 2,194 shares 2,194 $595K 0.02% +1,002 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; 2022Q4: restricted; 2023Q1: 3,152 shares; 2023Q2: 3,108 shares; 2023Q3: 3,067 shares; 2023Q4: 3,065 shares; 2024Q1: 3,065 shares; 2024Q2: 3,065 shares; 2024Q3: 2,991 shares 2,991 $595K 0.02% -74 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; 2022Q4: restricted; 2023Q1: 2,287 shares; 2023Q2: 20,833 shares; 2023Q3: 17,861 shares; 2023Q4: 2,209 shares; 2024Q1: 2,326 shares; 2024Q2: 2,195 shares; 2024Q3: 2,463 shares 2,463 $586K 0.02% +268 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,115 shares; 2023Q2: 5,330 shares; 2023Q3: 5,200 shares; 2023Q4: 5,200 shares; 2024Q1: 5,200 shares; 2024Q2: 4,944 shares; 2024Q3: 4,944 shares 4,944 $582K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 5,647 shares; 2023Q2: 6,172 shares; 2023Q3: 7,066 shares; 2023Q4: 5,895 shares; 2024Q1: 4,794 shares; 2024Q2: 6,105 shares; 2024Q3: 5,914 shares 5,914 $580K 0.02% -191 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,437 shares; 2023Q2: 3,396 shares; 2023Q3: 3,273 shares; 2023Q4: 3,676 shares; 2024Q1: 3,404 shares; 2024Q2: 3,254 shares; 2024Q3: 3,379 shares 3,379 $576K 0.02% +125 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,657 shares; 2023Q2: 1,645 shares; 2023Q3: 1,597 shares; 2023Q4: 1,597 shares; 2024Q1: 1,773 shares; 2024Q2: 1,873 shares; 2024Q3: 1,763 shares 1,763 $568K 0.02% -110 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,248 shares; 2023Q2: 1,258 shares; 2023Q3: 1,254 shares; 2023Q4: 1,388 shares; 2024Q1: 1,471 shares; 2024Q2: 1,524 shares; 2024Q3: 2,050 shares 2,050 $564K 0.02% +526 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; 2022Q4: restricted; 2023Q1: 4,118 shares; 2023Q2: 4,180 shares; 2023Q3: 4,105 shares; 2023Q4: 4,232 shares; 2024Q1: 4,606 shares; 2024Q2: 4,683 shares; 2024Q3: 4,878 shares 4,878 $557K 0.02% +195 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,263 shares; 2023Q2: 1,237 shares; 2023Q3: 1,237 shares; 2023Q4: 1,301 shares; 2024Q1: 1,744 shares; 2024Q2: 1,750 shares; 2024Q3: 1,749 shares 1,749 $533K 0.02% -1 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 642 shares; 2023Q2: 633 shares; 2023Q3: 631 shares; 2023Q4: 633 shares; 2024Q1: 754 shares; 2024Q2: 734 shares; 2024Q3: 745 shares 745 $529K 0.02% +11 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,859 shares; 2023Q2: 12,859 shares; 2023Q3: 12,965 shares; 2023Q4: 11,393 shares; 2024Q1: 11,393 shares; 2024Q2: 11,164 shares; 2024Q3: 11,188 shares 11,188 $505K 0.02% +24 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,116 shares; 2024Q2: 988 shares; 2024Q3: 996 shares 996 $489K 0.02% +8 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; 2022Q4: restricted; 2023Q1: 3,106 shares; 2023Q2: 2,763 shares; 2023Q3: 2,763 shares; 2023Q4: 2,679 shares; 2024Q1: 2,679 shares; 2024Q2: 2,679 shares; 2024Q3: 2,679 shares 2,679 $480K 0.02% 0 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,982 shares; 2023Q2: 4,961 shares; 2023Q3: 4,961 shares; 2023Q4: 5,003 shares; 2024Q1: 5,425 shares; 2024Q2: 5,390 shares; 2024Q3: 5,604 shares 5,604 $475K 0.02% +214 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,595 shares; 2023Q2: 14,666 shares; 2023Q3: 14,446 shares; 2023Q4: 14,583 shares; 2024Q1: 16,089 shares; 2024Q2: 15,856 shares; 2024Q3: 15,950 shares 15,950 $462K 0.02% +94 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,748 shares; 2023Q3: 4,748 shares; 2023Q4: 4,748 shares; 2024Q1: 4,748 shares; 2024Q2: 4,748 shares; 2024Q3: 4,748 shares 4,748 $460K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,636 shares; 2023Q2: 2,955 shares; 2023Q3: 3,010 shares; 2023Q4: 52,683 shares; 2024Q1: 51,999 shares; 2024Q2: 3,582 shares; 2024Q3: 3,810 shares 3,810 $446K 0.02% +228 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; 2022Q4: restricted; 2023Q1: 3,613 shares; 2023Q2: 3,626 shares; 2023Q3: 3,749 shares; 2023Q4: 3,753 shares; 2024Q1: 3,746 shares; 2024Q2: 3,812 shares; 2024Q3: 3,682 shares 3,682 $441K 0.02% -130 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; 2022Q4: restricted; 2023Q1: 4,287 shares; 2023Q2: 4,600 shares; 2023Q3: 4,453 shares; 2023Q4: 4,338 shares; 2024Q1: 5,384 shares; 2024Q2: 5,396 shares; 2024Q3: 5,012 shares 5,012 $424K 0.02% -384 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; 2022Q4: restricted; 2023Q1: 623 shares; 2023Q2: 642 shares; 2023Q3: 663 shares; 2023Q4: 1,164 shares; 2024Q1: 746 shares; 2024Q2: 705 shares; 2024Q3: 710 shares 710 $415K 0.02% +5 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,524 shares; 2023Q2: 9,524 shares; 2023Q3: 9,524 shares; 2023Q4: 9,524 shares; 2024Q1: 10,194 shares; 2024Q2: 8,991 shares; 2024Q3: 8,991 shares 8,991 $398K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 1,862 shares; 2023Q2: 38,992 shares; 2023Q3: 1,862 shares; 2023Q4: 35,801 shares; 2024Q1: 34,911 shares; 2024Q2: 34,220 shares; 2024Q3: 2,173 shares 2,173 $396K 0.02% -32,047 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,809 shares; 2023Q2: 2,809 shares; 2023Q3: 2,802 shares; 2023Q4: 2,726 shares; 2024Q1: 2,726 shares; 2024Q2: 2,732 shares; 2024Q3: 2,762 shares 2,762 $378K 0.02% +30 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; 2022Q4: restricted; 2023Q1: 2,300 shares; 2023Q2: 2,295 shares; 2023Q3: 1,695 shares; 2023Q4: 1,695 shares; 2024Q1: 1,760 shares; 2024Q2: 1,991 shares; 2024Q3: 1,695 shares 1,695 $375K 0.02% -296 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; 2022Q4: restricted; 2023Q1: 2,566 shares; 2023Q2: 2,434 shares; 2023Q3: 2,489 shares; 2023Q4: 2,559 shares; 2024Q1: 2,476 shares; 2024Q2: 2,476 shares; 2024Q3: 2,913 shares 2,913 $373K 0.02% +437 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,544 shares; 2023Q2: 1,545 shares; 2023Q3: 1,546 shares; 2023Q4: 1,547 shares; 2024Q1: 1,547 shares; 2024Q2: 1,547 shares; 2024Q3: 1,547 shares 1,547 $372K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 4,339 shares; 2023Q2: 4,639 shares; 2023Q3: 4,327 shares; 2023Q4: 4,871 shares; 2024Q1: 4,957 shares; 2024Q2: 5,016 shares; 2024Q3: 5,077 shares 5,077 $366K 0.01% +61 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,697 shares; 2024Q2: 1,571 shares; 2024Q3: 2,081 shares 2,081 $363K 0.01% +510 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,701 shares 3,701 $353K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,859 shares; 2023Q3: 3,859 shares; 2023Q4: 3,859 shares; 2024Q1: 3,925 shares; 2024Q2: 3,925 shares; 2024Q3: 3,859 shares 3,859 $352K 0.01% -66 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; 2022Q4: restricted; 2023Q1: 4,095 shares; 2023Q2: 4,112 shares; 2023Q3: 4,131 shares; 2023Q4: 3,999 shares; 2024Q1: 4,189 shares; 2024Q2: 4,205 shares; 2024Q3: 4,899 shares 4,899 $351K 0.01% +694 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 26,658 shares; 2023Q2: 24,826 shares; 2023Q3: 24,904 shares; 2023Q4: 6,033 shares; 2024Q1: 6,474 shares; 2024Q2: 6,552 shares; 2024Q3: 6,449 shares 6,449 $350K 0.01% -103 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,777 shares; 2023Q2: 3,777 shares; 2023Q3: 3,882 shares; 2023Q4: 4,193 shares; 2024Q1: 4,293 shares; 2024Q2: 4,293 shares; 2024Q3: 4,293 shares 4,293 $347K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 809 shares; 2024Q2: 1,011 shares; 2024Q3: 859 shares 859 $330K 0.01% -152 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,954 shares; 2023Q2: 2,006 shares; 2023Q3: 1,987 shares; 2023Q4: 1,872 shares; 2024Q1: 1,899 shares; 2024Q2: 1,965 shares; 2024Q3: 1,927 shares 1,927 $328K 0.01% -38 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; 2022Q4: restricted; 2023Q1: 4,927 shares; 2023Q2: 4,861 shares; 2023Q3: 4,861 shares; 2023Q4: 3,789 shares; 2024Q1: 3,790 shares; 2024Q2: 3,432 shares; 2024Q3: 3,432 shares 3,432 $327K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 651 shares; 2023Q2: 651 shares; 2023Q3: 651 shares; 2023Q4: 651 shares; 2024Q1: 576 shares; 2024Q2: 576 shares; 2024Q3: 565 shares 565 $323K 0.01% -11 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; 2022Q4: restricted; 2023Q1: 8,423 shares; 2023Q2: 7,480 shares; 2023Q3: 7,495 shares; 2023Q4: 7,753 shares; 2024Q1: 7,802 shares; 2024Q2: 7,691 shares; 2024Q3: 6,849 shares 6,849 $308K 0.01% -842 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,985 shares; 2023Q2: 3,435 shares; 2023Q3: 3,435 shares; 2023Q4: 3,389 shares; 2024Q1: 3,389 shares; 2024Q2: 3,389 shares; 2024Q3: 3,397 shares 3,397 $306K 0.01% +8 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; 2022Q4: restricted; 2023Q1: 150,182 shares; 2023Q2: 142,422 shares; 2023Q3: 7,695 shares; 2023Q4: 7,695 shares; 2024Q1: 7,845 shares; 2024Q2: 7,695 shares; 2024Q3: 7,569 shares 7,569 $292K 0.01% -126 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,991 shares; 2024Q1: 2,180 shares; 2024Q2: 2,325 shares; 2024Q3: 2,373 shares 2,373 $283K 0.01% +48 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 619 shares; 2024Q2: 543 shares; 2024Q3: 545 shares 545 $282K 0.01% +2 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 69,712 shares; 2023Q2: 4,196,261 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,754 shares; 2024Q3: 6,803 shares 6,803 $282K 0.01% +49 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; 2022Q4: restricted; 2023Q1: 1,399 shares; 2023Q2: 1,281 shares; 2023Q3: not reported; 2023Q4: 1,287 shares; 2024Q1: 1,390 shares; 2024Q2: 1,404 shares; 2024Q3: 1,357 shares 1,357 $282K 0.01% -47 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,334 shares; 2024Q1: 1,383 shares; 2024Q2: 1,438 shares; 2024Q3: 1,386 shares 1,386 $280K 0.01% -52 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,556 shares; 2023Q2: 1,544 shares; 2023Q3: 1,610 shares; 2023Q4: 1,628 shares; 2024Q1: 1,611 shares; 2024Q2: 2,134 shares; 2024Q3: 1,472 shares 1,472 $279K 0.01% -662 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,636 shares; 2024Q2: 2,636 shares; 2024Q3: 2,638 shares 2,638 $275K 0.01% +2 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,756 shares; 2024Q2: 5,671 shares; 2024Q3: 4,761 shares 4,761 $273K 0.01% -910 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,207 shares; 2024Q1: 11,408 shares; 2024Q2: 11,425 shares; 2024Q3: 18,593 shares 18,593 $273K 0.01% +7,168 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,490 shares; 2024Q2: 14,619 shares; 2024Q3: 13,630 shares 13,630 $272K 0.01% -989 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 740 shares; 2024Q2: 740 shares; 2024Q3: 740 shares 740 $269K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,404 shares; 2023Q2: 8,701 shares; 2023Q3: 8,957 shares; 2023Q4: 11,318 shares; 2024Q1: 11,933 shares; 2024Q2: 11,780 shares; 2024Q3: 11,470 shares 11,470 $269K 0.01% -310 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,327 shares; 2023Q3: 3,327 shares; 2023Q4: 3,450 shares; 2024Q1: 3,422 shares; 2024Q2: 3,422 shares; 2024Q3: 3,105 shares 3,105 $266K 0.01% -317 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,368 shares; 2023Q2: 4,771 shares; 2023Q3: 4,772 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,419 shares 2,419 $263K 0.01% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 557 shares; 2024Q3: 575 shares 575 $259K 0.01% +18 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 477 shares; 2024Q3: 438 shares 438 $256K 0.01% -39 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,567 shares; 2023Q2: 3,164 shares; 2023Q3: 4,389 shares; 2023Q4: 4,294 shares; 2024Q1: 3,052 shares; 2024Q2: 3,181 shares; 2024Q3: 2,659 shares 2,659 $256K 0.01% -522 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,246 shares; 2024Q2: 1,240 shares; 2024Q3: 1,236 shares 1,236 $255K 0.01% -4 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,021 shares 3,021 $251K 0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 76,112 shares; 2023Q2: 72,042 shares; 2023Q3: 7,091 shares; 2023Q4: 5,330 shares; 2024Q1: 5,259 shares; 2024Q2: 5,081 shares; 2024Q3: 5,001 shares 5,001 $249K 0.01% -80 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,906 shares; 2024Q3: 2,924 shares 2,924 $247K 0.01% +18 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; 2022Q4: restricted; 2023Q1: 1,066 shares; 2023Q2: 1,162 shares; 2023Q3: 1,162 shares; 2023Q4: 1,162 shares; 2024Q1: 1,162 shares; 2024Q2: 1,162 shares; 2024Q3: 1,180 shares 1,180 $244K 0.01% +18 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; 2022Q4: restricted; 2023Q1: 93,424 shares; 2023Q2: 90,699 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,166 shares 3,166 $238K 0.01% new Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 42,740 shares; 2023Q2: 47,315 shares; 2023Q3: 51,545 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43,520 shares 43,520 $233K 0.01% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,031 shares 1,031 $233K 0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 884,017 shares; 2023Q2: 397,443 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,601 shares; 2024Q3: 3,929 shares 3,929 $232K 0.01% +328 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 644 shares; 2024Q3: 644 shares 644 $223K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,522 shares; 2024Q3: 1,530 shares 1,530 $219K 0.01% +8 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,396 shares 7,396 $218K 0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,869 shares 3,869 $212K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,468 shares 1,468 $211K 0.01% new Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 220 shares 220 $209K 0.01% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,092 shares 1,092 $208K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,569 shares; 2023Q2: 11,829 shares; 2023Q3: 11,829 shares; 2023Q4: 12,205 shares; 2024Q1: 12,265 shares; 2024Q2: 11,866 shares; 2024Q3: 9,122 shares 9,122 $201K 0.01% -2,744 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,267 shares 20,267 $177K 0.01% new 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; 2022Q4: restricted; 2023Q1: 21,033 shares; 2023Q2: 23,760 shares; 2023Q3: 24,147 shares; 2023Q4: 26,743 shares; 2024Q1: 28,178 shares; 2024Q2: 28,447 shares; 2024Q3: 28,987 shares 28,987 $148K 0.01% +540 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 25,044 shares; 2023Q2: 27,364 shares; 2023Q3: 27,196 shares; 2023Q4: not reported; 2024Q1: 27,196 shares; 2024Q2: 27,196 shares; 2024Q3: 27,196 shares 27,196 $114K <0.01% 0 Timeline CLOUGH GLOBAL OPPORTUNITIES CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,000 shares 20,000 $109K <0.01% new HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares 10,000 $81.4K <0.01% 0 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24,776 shares; 2023Q2: 20,752 shares; 2023Q3: 18,465 shares; 2023Q4: 10,075 shares; 2024Q1: not reported; 2024Q2: 10,075 shares; 2024Q3: 10,075 shares 10,075 $52.2K <0.01% 0 Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,800 shares; 2023Q2: 11,800 shares; 2023Q3: 11,800 shares; 2023Q4: 11,800 shares; 2024Q1: not reported; 2024Q2: 11,800 shares; 2024Q3: 11,800 shares 11,800 $43.1K <0.01% 0 Timeline