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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,663,497 shares; 2024Q3: 2,685,044 shares; 2024Q4: 2,657,260 shares; 2025Q1: 2,619,779 shares 2,619,779 $971M 23.53% -37,481 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,348,425 shares; 2024Q3: 5,422,168 shares; 2024Q4: 5,422,212 shares; 2025Q1: 5,377,475 shares 5,377,475 $929M 22.5% -44,737 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,139,721 shares; 2024Q3: 4,233,368 shares; 2024Q4: 4,713,670 shares; 2025Q1: 5,063,608 shares 5,063,608 $353M 8.56% +349,938 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,171,496 shares; 2024Q3: 3,285,220 shares; 2024Q4: 3,768,296 shares; 2025Q1: 4,083,869 shares 4,083,869 $309M 7.48% +315,573 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,195,615 shares; 2024Q3: 2,231,539 shares; 2024Q4: 2,297,324 shares; 2025Q1: 2,272,053 shares 2,272,053 $123M 2.97% -25,271 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,074,314 shares; 2024Q3: 1,197,806 shares; 2024Q4: 1,173,088 shares; 2025Q1: 1,225,487 shares 1,225,487 $121M 2.94% +52,399 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 477,777 shares; 2024Q3: 483,329 shares; 2024Q4: 490,541 shares; 2025Q1: 491,142 shares 491,142 $91.5M 2.22% +601 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 172,935 shares; 2024Q3: 173,331 shares; 2024Q4: 168,517 shares; 2025Q1: 168,898 shares 168,898 $86.8M 2.1% +381 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 309,997 shares; 2024Q3: 314,630 shares; 2024Q4: 318,003 shares; 2025Q1: 319,278 shares 319,278 $80.4M 1.95% +1,275 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 905,831 shares; 2024Q3: 912,675 shares; 2024Q4: 916,624 shares; 2025Q1: 936,213 shares 936,213 $71.9M 1.74% +19,589 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 135,812 shares; 2024Q3: 135,186 shares; 2024Q4: 123,542 shares; 2025Q1: 119,733 shares 119,733 $67M 1.62% -3,809 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,253,681 shares; 2024Q3: 2,152,021 shares; 2024Q4: 2,064,973 shares; 2025Q1: 1,932,281 shares 1,932,281 $59.9M 1.45% -132,692 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,309,311 shares; 2024Q3: 2,320,755 shares; 2024Q4: 2,333,330 shares; 2025Q1: 2,370,496 shares 2,370,496 $54.5M 1.32% +37,166 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500,530 shares; 2024Q3: 503,754 shares; 2024Q4: 506,988 shares; 2025Q1: 516,949 shares 516,949 $48.5M 1.17% +9,961 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 126,441 shares; 2024Q3: 126,451 shares; 2024Q4: 127,931 shares; 2025Q1: 130,295 shares 130,295 $41.4M 1% +2,364 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 255,148 shares; 2024Q3: 247,517 shares; 2024Q4: 248,661 shares; 2025Q1: 238,192 shares 238,192 $39.5M 0.96% -10,469 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 352,818 shares; 2024Q3: 347,582 shares; 2024Q4: 333,815 shares; 2025Q1: 329,729 shares 329,729 $38.4M 0.93% -4,086 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 895,429 shares; 2024Q3: 903,132 shares; 2024Q4: 712,077 shares; 2025Q1: 737,341 shares 737,341 $37M 0.9% +25,264 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 171,933 shares; 2024Q3: 160,964 shares; 2024Q4: 158,011 shares; 2025Q1: 165,617 shares 165,617 $36.8M 0.89% +7,606 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 583,857 shares; 2024Q3: 497,247 shares; 2024Q4: 497,247 shares; 2025Q1: 497,248 shares 497,248 $30.9M 0.75% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares 26 $20.8M 0.5% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 47,846 shares; 2024Q3: 37,933 shares; 2024Q4: 37,936 shares; 2025Q1: 34,495 shares 34,495 $19.4M 0.47% -3,441 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,543 shares; 2024Q3: 35,547 shares; 2024Q4: 40,642 shares; 2025Q1: 70,008 shares 70,008 $19.2M 0.47% +29,366 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 116,591 shares; 2024Q3: 111,827 shares; 2024Q4: 112,080 shares; 2025Q1: 108,944 shares 108,944 $18.6M 0.45% -3,136 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 364,824 shares; 2024Q3: 345,314 shares; 2024Q4: 339,313 shares; 2025Q1: 288,855 shares 288,855 $18.4M 0.44% -50,458 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 175,391 shares; 2024Q3: 168,811 shares; 2024Q4: 168,811 shares; 2025Q1: 180,526 shares 180,526 $17.7M 0.43% +11,715 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 153,976 shares; 2024Q3: 154,523 shares; 2024Q4: 156,026 shares; 2025Q1: 158,101 shares 158,101 $17.3M 0.42% +2,075 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 250,226 shares; 2024Q3: 249,786 shares; 2024Q4: 249,036 shares; 2025Q1: 249,018 shares 249,018 $13.8M 0.33% -18 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,461 shares; 2024Q3: 22,033 shares; 2024Q4: 21,501 shares; 2025Q1: 20,868 shares 20,868 $11.1M 0.27% -633 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,200 shares; 2024Q3: 18,560 shares; 2024Q4: 18,494 shares; 2025Q1: 20,145 shares 20,145 $11M 0.27% +1,651 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 99,209 shares; 2024Q3: 99,646 shares; 2024Q4: 99,258 shares; 2025Q1: 90,082 shares 90,082 $10.6M 0.26% -9,176 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,305 shares; 2024Q3: 26,248 shares; 2024Q4: 27,911 shares; 2025Q1: 26,594 shares 26,594 $9.98M 0.24% -1,317 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 110,144 shares; 2024Q3: 113,626 shares; 2024Q4: 114,856 shares; 2025Q1: 116,876 shares 116,876 $9.55M 0.23% +2,020 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 95,685 shares; 2024Q3: 95,685 shares; 2024Q4: 95,933 shares; 2025Q1: 93,350 shares 93,350 $9.33M 0.23% -2,583 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,485 shares; 2024Q3: 30,722 shares; 2024Q4: 34,100 shares; 2025Q1: 48,267 shares 48,267 $9.18M 0.22% +14,167 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72,226 shares; 2024Q3: 72,226 shares; 2024Q4: 72,226 shares; 2025Q1: 72,226 shares 72,226 $8.65M 0.21% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39,924 shares; 2024Q3: 26,246 shares; 2024Q4: 26,248 shares; 2025Q1: 22,425 shares 22,425 $8.1M 0.2% -3,823 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,231 shares; 2024Q3: 21,141 shares; 2024Q4: 18,845 shares; 2025Q1: 15,090 shares 15,090 $8.05M 0.19% -3,755 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 170,691 shares; 2024Q3: 170,035 shares; 2024Q4: 170,310 shares; 2025Q1: 171,442 shares 171,442 $7.49M 0.18% +1,132 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 102,732 shares; 2024Q3: 87,652 shares; 2024Q4: 87,652 shares; 2025Q1: 87,652 shares 87,652 $7.3M 0.18% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 61,597 shares; 2024Q3: 62,015 shares; 2024Q4: 61,741 shares; 2025Q1: 55,749 shares 55,749 $7.02M 0.17% -5,992 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311,688 shares 311,688 $6.62M 0.16% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,056 shares; 2024Q3: 27,121 shares; 2024Q4: 26,696 shares; 2025Q1: 26,918 shares 26,918 $6.6M 0.16% +222 Timeline CWI 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 175,078 shares; 2024Q3: 172,281 shares; 2024Q4: 167,276 shares; 2025Q1: 212,576 shares 212,576 $6.29M 0.15% +45,300 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,073 shares; 2024Q3: 30,033 shares; 2024Q4: 30,240 shares; 2025Q1: 29,759 shares 29,759 $5.94M 0.14% -481 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,089 shares; 2024Q3: 6,934 shares; 2024Q4: 7,413 shares; 2025Q1: 9,713 shares 9,713 $5.6M 0.14% +2,300 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 108,637 shares; 2024Q3: 108,891 shares; 2024Q4: 345,518 shares; 2025Q1: 279,831 shares 279,831 $5.54M 0.13% -65,687 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,931 shares; 2024Q3: 32,931 shares; 2024Q4: 32,931 shares; 2025Q1: 27,189 shares 27,189 $5.12M 0.12% -5,742 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,754 shares; 2024Q3: 22,872 shares; 2024Q4: 22,921 shares; 2025Q1: 22,954 shares 22,954 $5.09M 0.12% +33 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 140,625 shares; 2024Q3: 121,854 shares; 2024Q4: 122,091 shares; 2025Q1: 81,460 shares 81,460 $5.03M 0.12% -40,631 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51,616 shares; 2024Q3: 54,167 shares; 2024Q4: 54,167 shares; 2025Q1: 54,131 shares 54,131 $5.02M 0.12% -36 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,772 shares; 2024Q3: 25,478 shares; 2024Q4: 21,475 shares; 2025Q1: 18,702 shares 18,702 $4.85M 0.12% -2,773 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51,025 shares; 2024Q3: 39,049 shares; 2024Q4: 38,758 shares; 2025Q1: 38,760 shares 38,760 $4.83M 0.12% +2 Timeline XLV 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,623 shares; 2024Q3: 32,439 shares; 2024Q4: 32,501 shares; 2025Q1: 32,680 shares 32,680 $4.77M 0.12% +179 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,316 shares; 2024Q3: 9,167 shares; 2024Q4: 8,340 shares; 2025Q1: 9,542 shares 9,542 $4.75M 0.11% +1,202 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 55,088 shares; 2024Q3: 45,920 shares; 2024Q4: 45,920 shares; 2025Q1: 45,920 shares 45,920 $4.41M 0.11% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,162 shares; 2024Q3: 9,274 shares; 2024Q4: 9,229 shares; 2025Q1: 9,358 shares 9,358 $4.39M 0.11% +129 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,025 shares; 2024Q3: 19,670 shares; 2024Q4: 23,696 shares; 2025Q1: 26,463 shares 26,463 $4.13M 0.1% +2,767 Timeline PWV 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 106,295 shares; 2024Q3: 69,013 shares; 2024Q4: 69,013 shares; 2025Q1: 69,013 shares 69,013 $4.11M 0.1% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,001 shares; 2024Q3: 27,661 shares; 2024Q4: 31,418 shares; 2025Q1: 37,255 shares 37,255 $4.04M 0.1% +5,837 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,012 shares; 2024Q3: 16,524 shares; 2024Q4: 20,702 shares; 2025Q1: 25,424 shares 25,424 $3.93M 0.1% +4,722 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 31,407 shares; 2024Q3: 18,985 shares; 2024Q4: 18,999 shares; 2025Q1: 19,014 shares 19,014 $3.93M 0.1% +15 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,589 shares; 2024Q4: 14,213 shares; 2025Q1: 76,914 shares 76,914 $3.91M 0.09% +62,701 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,121 shares; 2024Q3: 18,121 shares; 2024Q4: 18,121 shares; 2025Q1: 18,687 shares 18,687 $3.63M 0.09% +566 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 65,898 shares; 2024Q3: 65,898 shares; 2024Q4: 65,898 shares; 2025Q1: 60,845 shares 60,845 $3.59M 0.09% -5,053 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43,759 shares; 2024Q3: 34,724 shares; 2024Q4: 34,810 shares; 2025Q1: 26,998 shares 26,998 $3.48M 0.08% -7,812 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,201 shares; 2024Q3: 21,208 shares; 2024Q4: 32,947 shares; 2025Q1: 31,829 shares 31,829 $3.33M 0.08% -1,118 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 61,609 shares; 2024Q4: 68,496 shares; 2025Q1: 70,574 shares 70,574 $3.3M 0.08% +2,078 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,028 shares; 2024Q3: 4,565 shares; 2024Q4: 6,952 shares; 2025Q1: 9,284 shares 9,284 $3.25M 0.08% +2,332 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,229 shares; 2024Q3: 32,255 shares; 2024Q4: 129,076 shares; 2025Q1: 128,371 shares 128,371 $3.21M 0.08% -705 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,119 shares; 2024Q3: 22,305 shares; 2024Q4: 22,470 shares; 2025Q1: 22,601 shares 22,601 $3.04M 0.07% +131 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,180 shares; 2024Q3: 11,049 shares; 2024Q4: 11,079 shares; 2025Q1: 9,773 shares 9,773 $3M 0.07% -1,306 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 219,789 shares; 2025Q1: 219,789 shares 219,789 $2.98M 0.07% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 119,308 shares; 2024Q3: 119,149 shares; 2024Q4: 119,163 shares; 2025Q1: 120,128 shares 120,128 $2.88M 0.07% +965 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,610 shares; 2024Q3: 30,019 shares; 2024Q4: 28,951 shares; 2025Q1: 28,918 shares 28,918 $2.85M 0.07% -33 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,007 shares; 2024Q3: 24,007 shares; 2024Q4: 24,007 shares; 2025Q1: 18,881 shares 18,881 $2.85M 0.07% -5,126 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,719 shares; 2024Q3: 13,719 shares; 2024Q4: 13,719 shares; 2025Q1: 10,718 shares 10,718 $2.74M 0.07% -3,001 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,242 shares; 2024Q3: 7,242 shares; 2024Q4: 32,512 shares; 2025Q1: 32,512 shares 32,512 $2.68M 0.06% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 31,797 shares; 2024Q3: 19,894 shares; 2024Q4: 99,280 shares; 2025Q1: 100,863 shares 100,863 $2.56M 0.06% +1,583 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,194 shares; 2024Q3: 4,108 shares; 2024Q4: 4,555 shares; 2025Q1: 4,578 shares 4,578 $2.5M 0.06% +23 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,292 shares; 2024Q3: 3,292 shares; 2024Q4: 26,313 shares; 2025Q1: 26,313 shares 26,313 $2.44M 0.06% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,972 shares; 2024Q3: 9,738 shares; 2024Q4: 9,666 shares; 2025Q1: 9,702 shares 9,702 $2.29M 0.06% +36 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,001 shares; 2024Q3: 14,612 shares; 2024Q4: 11,629 shares; 2025Q1: 10,040 shares 10,040 $2.18M 0.05% -1,589 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,642 shares; 2024Q3: 1,874 shares; 2024Q4: 2,208 shares; 2025Q1: 2,241 shares 2,241 $2.12M 0.05% +33 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43,500 shares; 2024Q3: 43,500 shares; 2024Q4: 43,500 shares; 2025Q1: 86,385 shares 86,385 $2.02M 0.05% +42,885 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,846 shares; 2024Q3: 27,846 shares; 2024Q4: 27,846 shares; 2025Q1: 21,936 shares 21,936 $1.99M 0.05% -5,910 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,693 shares; 2024Q3: 4,693 shares; 2024Q4: 4,693 shares; 2025Q1: 4,693 shares 4,693 $1.97M 0.05% 0 Timeline CGW 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,069 shares; 2024Q3: 35,069 shares; 2024Q4: 34,783 shares; 2025Q1: 34,668 shares 34,668 $1.93M 0.05% -115 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,802 shares; 2024Q3: 13,648 shares; 2024Q4: 13,648 shares; 2025Q1: 13,648 shares 13,648 $1.9M 0.05% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,560 shares; 2024Q3: 15,839 shares; 2024Q4: 16,583 shares; 2025Q1: 15,968 shares 15,968 $1.9M 0.05% -615 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,535 shares; 2024Q3: 4,423 shares; 2024Q4: 4,901 shares; 2025Q1: 4,840 shares 4,840 $1.77M 0.04% -61 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,419 shares; 2024Q3: 16,437 shares; 2024Q4: 16,463 shares; 2025Q1: 16,476 shares 16,476 $1.74M 0.04% +13 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 149,000 shares; 2024Q3: 149,000 shares; 2024Q4: 149,000 shares; 2025Q1: 149,000 shares 149,000 $1.64M 0.04% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,414 shares; 2024Q3: 11,914 shares; 2024Q4: 7,408 shares; 2025Q1: 7,408 shares 7,408 $1.64M 0.04% 0 Timeline XLP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,412 shares; 2024Q3: 26,461 shares; 2024Q4: 26,531 shares; 2025Q1: 19,713 shares 19,713 $1.61M 0.04% -6,818 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,240 shares; 2024Q3: 7,240 shares; 2024Q4: 7,240 shares; 2025Q1: 7,280 shares 7,280 $1.59M 0.04% +40 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,331 shares; 2024Q3: 34,454 shares; 2024Q4: 34,454 shares; 2025Q1: 34,890 shares 34,890 $1.58M 0.04% +436 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,344 shares; 2024Q3: 5,344 shares; 2024Q4: 5,319 shares; 2025Q1: 5,399 shares 5,399 $1.56M 0.04% +80 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 796 shares; 2024Q3: 6,080 shares; 2024Q4: 8,304 shares; 2025Q1: 9,258 shares 9,258 $1.55M 0.04% +954 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,792 shares; 2024Q3: 34,791 shares; 2024Q4: 34,791 shares; 2025Q1: 47,111 shares 47,111 $1.51M 0.04% +12,320 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,983 shares; 2024Q3: 1,675 shares; 2024Q4: 2,971 shares; 2025Q1: 2,863 shares 2,863 $1.5M 0.04% -108 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,717 shares; 2024Q3: 27,283 shares; 2024Q4: 27,299 shares; 2025Q1: 27,299 shares 27,299 $1.45M 0.04% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,404 shares; 2024Q3: 7,532 shares; 2024Q4: 7,532 shares; 2025Q1: 7,488 shares 7,488 $1.43M 0.03% -44 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,086 shares; 2024Q3: 9,159 shares; 2024Q4: 9,654 shares; 2025Q1: 8,130 shares 8,130 $1.39M 0.03% -1,524 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,368 shares; 2024Q3: 21,797 shares; 2024Q4: 21,832 shares; 2025Q1: 22,030 shares 22,030 $1.36M 0.03% +198 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,782 shares; 2024Q3: 5,059 shares; 2024Q4: 5,070 shares; 2025Q1: 5,067 shares 5,067 $1.31M 0.03% -3 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,017 shares; 2024Q3: 12,048 shares; 2024Q4: 10,601 shares; 2025Q1: 10,619 shares 10,619 $1.22M 0.03% +18 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,115 shares; 2024Q3: 3,744 shares; 2024Q4: 3,889 shares; 2025Q1: 3,748 shares 3,748 $1.17M 0.03% -141 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,890 shares; 2024Q3: 5,707 shares; 2024Q4: 7,847 shares; 2025Q1: 7,921 shares 7,921 $1.11M 0.03% +74 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,239 shares; 2024Q3: 4,730 shares; 2024Q4: 4,701 shares; 2025Q1: 4,664 shares 4,664 $1.09M 0.03% -37 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,857 shares; 2024Q3: 5,009 shares; 2024Q4: 8,569 shares; 2025Q1: 7,895 shares 7,895 $1.08M 0.03% -674 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,937 shares; 2024Q3: 12,937 shares; 2024Q4: 38,811 shares; 2025Q1: 40,336 shares 40,336 $1.07M 0.03% +1,525 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,880 shares; 2024Q3: 45,880 shares; 2024Q4: 45,880 shares; 2025Q1: 45,880 shares 45,880 $1.05M 0.03% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,767 shares; 2024Q3: 9,825 shares; 2024Q4: 11,426 shares; 2025Q1: 11,618 shares 11,618 $1.04M 0.03% +192 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,106 shares; 2024Q3: 37,120 shares; 2024Q4: 43,050 shares; 2025Q1: 37,120 shares 37,120 $1.02M 0.02% -5,930 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,876 shares; 2024Q3: 3,761 shares; 2024Q4: 3,761 shares; 2025Q1: 3,761 shares 3,761 $1.02M 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,821 shares; 2024Q3: 16,821 shares; 2024Q4: 16,821 shares; 2025Q1: 16,821 shares 16,821 $992K 0.02% 0 Timeline MOV MOVADO GROUP INC More: the full row for MOVADO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 58,750 shares; 2024Q3: 58,750 shares; 2024Q4: 58,750 shares; 2025Q1: 58,750 shares 58,750 $982K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,252 shares; 2024Q3: 6,537 shares; 2024Q4: 6,705 shares; 2025Q1: 6,397 shares 6,397 $959K 0.02% -308 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,134 shares; 2024Q3: 7,486 shares; 2024Q4: 6,998 shares; 2025Q1: 7,531 shares 7,531 $917K 0.02% +533 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,865 shares; 2024Q3: 3,012 shares; 2024Q4: 2,930 shares; 2025Q1: 2,886 shares 2,886 $901K 0.02% -44 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,787 shares; 2024Q3: 3,676 shares; 2024Q4: 3,676 shares; 2025Q1: 3,688 shares 3,688 $854K 0.02% +12 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,617 shares; 2024Q4: 6,618 shares; 2025Q1: 6,597 shares 6,597 $805K 0.02% -21 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,131 shares; 2024Q3: 3,675 shares; 2024Q4: 5,944 shares; 2025Q1: 5,759 shares 5,759 $764K 0.02% -185 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,948 shares; 2024Q3: 2,926 shares; 2024Q4: 2,926 shares; 2025Q1: 3,121 shares 3,121 $761K 0.02% +195 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,805 shares; 2024Q3: 1,717 shares; 2024Q4: 1,966 shares; 2025Q1: 1,690 shares 1,690 $755K 0.02% -276 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,988 shares; 2024Q3: 5,037 shares; 2024Q4: 4,866 shares; 2025Q1: 2,944 shares 2,944 $746K 0.02% -1,922 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,792 shares; 2024Q3: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares 1,367 $742K 0.02% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,214 shares; 2024Q3: 3,711 shares; 2024Q4: 4,954 shares; 2025Q1: 4,433 shares 4,433 $742K 0.02% -521 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,404 shares; 2024Q3: 11,404 shares; 2024Q4: 6,369 shares; 2025Q1: 12,869 shares 12,869 $737K 0.02% +6,500 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,085 shares; 2024Q4: 14,085 shares; 2025Q1: 14,085 shares 14,085 $731K 0.02% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,008 shares; 2024Q3: 9,008 shares; 2024Q4: 8,926 shares; 2025Q1: 8,926 shares 8,926 $729K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,948 shares; 2024Q3: 20,938 shares; 2024Q4: 32,533 shares; 2025Q1: 20,938 shares 20,938 $715K 0.02% -11,595 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,593 shares; 2024Q3: 9,593 shares; 2024Q4: 9,593 shares; 2025Q1: 9,593 shares 9,593 $713K 0.02% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,074 shares; 2024Q3: 6,029 shares; 2024Q4: 5,562 shares; 2025Q1: 6,633 shares 6,633 $681K 0.02% +1,071 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,652 shares; 2024Q3: 5,295 shares; 2024Q4: 6,045 shares; 2025Q1: 4,863 shares 4,863 $680K 0.02% -1,182 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,737 shares; 2024Q3: 3,267 shares; 2024Q4: 3,126 shares; 2025Q1: 3,238 shares 3,238 $679K 0.02% +112 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,592 shares; 2024Q3: 6,574 shares; 2024Q4: 6,574 shares; 2025Q1: 6,574 shares 6,574 $657K 0.02% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 31,008 shares; 2024Q3: 31,008 shares; 2024Q4: 31,008 shares; 2025Q1: 31,008 shares 31,008 $650K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,944 shares; 2024Q3: 2,016 shares; 2024Q4: 2,081 shares; 2025Q1: 1,932 shares 1,932 $603K 0.01% -149 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,055 shares 19,055 $588K 0.01% new Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,372 shares; 2024Q3: 14,371 shares; 2024Q4: 14,371 shares; 2025Q1: 10,521 shares 10,521 $585K 0.01% -3,850 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,393 shares; 2024Q3: 6,633 shares; 2024Q4: 6,579 shares; 2025Q1: 6,632 shares 6,632 $582K 0.01% +53 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,241 shares 3,241 $569K 0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,689 shares; 2024Q3: 3,689 shares; 2024Q4: 3,689 shares; 2025Q1: 4,149 shares 4,149 $563K 0.01% +460 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,432 shares; 2024Q3: 9,432 shares; 2024Q4: 9,432 shares; 2025Q1: 9,432 shares 9,432 $559K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,070 shares; 2024Q3: 9,921 shares; 2024Q4: 10,802 shares; 2025Q1: 9,473 shares 9,473 $553K 0.01% -1,329 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,259 shares; 2024Q3: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares 2,259 $553K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,717 shares; 2024Q3: 6,985 shares; 2024Q4: 6,767 shares; 2025Q1: 6,767 shares 6,767 $549K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,827 shares; 2024Q3: 3,827 shares; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares 3,827 $538K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,383 shares; 2024Q4: 3,776 shares; 2025Q1: 3,696 shares 3,696 $522K 0.01% -80 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,165 shares; 2024Q3: 1,155 shares; 2024Q4: 2,078 shares; 2025Q1: 2,092 shares 2,092 $520K 0.01% +14 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,149 shares; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,076 shares 2,076 $515K 0.01% +56 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,961 shares; 2024Q3: 10,961 shares; 2024Q4: 21,922 shares; 2025Q1: 21,922 shares 21,922 $514K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,498 shares; 2024Q3: 450 shares; 2024Q4: 409 shares; 2025Q1: 613 shares 613 $506K 0.01% +204 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72,713 shares; 2024Q3: 51,367 shares; 2024Q4: 31,190 shares; 2025Q1: 17,123 shares 17,123 $503K 0.01% -14,067 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,855 shares; 2024Q3: 8,855 shares; 2024Q4: 8,250 shares; 2025Q1: 8,250 shares 8,250 $502K 0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,213 shares; 2024Q3: 2,091 shares; 2024Q4: 2,091 shares; 2025Q1: 2,265 shares 2,265 $498K 0.01% +174 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,390 shares; 2024Q4: 1,655 shares; 2025Q1: 1,701 shares 1,701 $490K 0.01% +46 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,796 shares; 2024Q3: 2,594 shares; 2024Q4: 2,624 shares; 2025Q1: 2,427 shares 2,427 $486K 0.01% -197 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,673 shares; 2024Q3: 1,601 shares; 2024Q4: 1,566 shares; 2025Q1: 1,586 shares 1,586 $485K 0.01% +20 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,323 shares; 2024Q3: 4,238 shares; 2024Q4: 4,238 shares; 2025Q1: 4,252 shares 4,252 $475K 0.01% +14 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,932 shares; 2024Q3: 2,932 shares; 2024Q4: 2,932 shares; 2025Q1: 2,932 shares 2,932 $471K 0.01% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,712 shares; 2025Q1: 7,712 shares 7,712 $468K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,941 shares; 2024Q3: 5,993 shares; 2024Q4: 5,921 shares; 2025Q1: 6,534 shares 6,534 $463K 0.01% +613 Timeline GMF 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,947 shares; 2024Q3: 6,638 shares; 2024Q4: 5,419 shares; 2025Q1: 4,004 shares 4,004 $463K 0.01% -1,415 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,865 shares; 2024Q3: 12,255 shares; 2024Q4: 12,275 shares; 2025Q1: 12,497 shares 12,497 $461K 0.01% +222 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,451 shares; 2024Q3: 3,134 shares; 2024Q4: 3,537 shares; 2025Q1: 3,472 shares 3,472 $460K 0.01% -65 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 32,745 shares; 2024Q4: 32,745 shares; 2025Q1: 32,745 shares 32,745 $453K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,461 shares; 2024Q3: 2,252 shares; 2024Q4: 2,378 shares; 2025Q1: 2,128 shares 2,128 $451K 0.01% -250 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares 2,399 $447K 0.01% 0 Timeline XLY 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,249 shares; 2024Q3: 2,153 shares; 2024Q4: 2,153 shares; 2025Q1: 2,258 shares 2,258 $446K 0.01% +105 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,083 shares; 2024Q3: 3,706 shares; 2024Q4: 3,503 shares; 2025Q1: 3,789 shares 3,789 $442K 0.01% +286 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,070 shares; 2024Q3: 5,768 shares; 2024Q4: 6,051 shares; 2025Q1: 7,222 shares 7,222 $433K 0.01% +1,171 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,838 shares; 2024Q3: 2,335 shares; 2024Q4: 2,054 shares; 2025Q1: 2,067 shares 2,067 $424K 0.01% +13 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 572 shares; 2024Q4: 603 shares; 2025Q1: 440 shares 440 $416K 0.01% -163 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,514 shares; 2025Q1: 1,697 shares 1,697 $395K 0.01% +183 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,522 shares; 2024Q3: 4,522 shares; 2024Q4: 4,522 shares; 2025Q1: 4,522 shares 4,522 $394K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,533 shares; 2024Q3: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares 1,533 $389K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,245 shares; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares 2,245 $383K 0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,599 shares; 2024Q3: 10,111 shares; 2024Q4: 10,111 shares; 2025Q1: 10,145 shares 10,145 $383K 0.01% +34 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 110,000 shares; 2024Q4: 110,000 shares; 2025Q1: 255,000 shares 255,000 $380K 0.01% +145,000 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,477 shares; 2024Q3: 6,436 shares; 2024Q4: 6,336 shares; 2025Q1: 5,288 shares 5,288 $379K 0.01% -1,048 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 968 shares; 2024Q3: 765 shares; 2024Q4: 749 shares; 2025Q1: 741 shares 741 $377K 0.01% -8 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 68,027 shares; 2024Q4: 68,027 shares; 2025Q1: 68,027 shares 68,027 $361K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,761 shares; 2024Q3: 20,783 shares; 2024Q4: 20,783 shares; 2025Q1: 10,014 shares 10,014 $359K 0.01% -10,769 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,883 shares; 2024Q3: 7,841 shares; 2024Q4: 8,711 shares; 2025Q1: 8,583 shares 8,583 $358K 0.01% -128 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,959 shares; 2024Q3: 2,945 shares; 2024Q4: 2,945 shares; 2025Q1: 2,945 shares 2,945 $356K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,745 shares; 2025Q1: 1,766 shares 1,766 $354K 0.01% +21 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,342 shares; 2024Q3: 5,997 shares; 2024Q4: 7,004 shares; 2025Q1: 5,899 shares 5,899 $353K 0.01% -1,105 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,279 shares; 2024Q3: 2,604 shares; 2024Q4: 2,607 shares; 2025Q1: 2,362 shares 2,362 $350K 0.01% -245 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,363 shares; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares 1,363 $350K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,244 shares; 2024Q3: 1,010 shares; 2024Q4: 918 shares; 2025Q1: 1,155 shares 1,155 $349K 0.01% +237 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,000 shares 3,000 $347K 0.01% -500 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,630 shares; 2024Q3: 3,846 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares 3,530 $344K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,947 shares; 2024Q3: 4,947 shares; 2024Q4: 5,511 shares; 2025Q1: 5,002 shares 5,002 $343K 0.01% -509 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,244 shares; 2024Q3: 4,144 shares; 2024Q4: 4,131 shares; 2025Q1: 4,131 shares 4,131 $340K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,112 shares; 2024Q3: 3,089 shares; 2024Q4: 3,089 shares; 2025Q1: 3,089 shares 3,089 $338K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,846 shares; 2024Q3: 2,720 shares; 2024Q4: 3,383 shares; 2025Q1: 3,205 shares 3,205 $337K 0.01% -178 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,661 shares; 2024Q3: 26,788 shares; 2024Q4: 19,486 shares; 2025Q1: 8,010 shares 8,010 $328K 0.01% -11,476 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,436 shares; 2024Q4: 15,273 shares; 2025Q1: 14,412 shares 14,412 $325K 0.01% -861 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,110 shares; 2024Q3: 9,839 shares; 2024Q4: 9,681 shares; 2025Q1: 10,942 shares 10,942 $322K 0.01% +1,261 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,194 shares; 2025Q1: 1,173 shares 1,173 $319K 0.01% -21 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,396 shares; 2025Q1: 1,846 shares 1,846 $318K 0.01% +450 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,180 shares; 2024Q3: 8,180 shares; 2024Q4: 6,706 shares; 2025Q1: 6,706 shares 6,706 $318K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,730 shares; 2024Q3: 5,398 shares; 2024Q4: 5,222 shares; 2025Q1: 5,321 shares 5,321 $317K 0.01% +99 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,051 shares; 2024Q3: 1,762 shares; 2024Q4: 1,898 shares; 2025Q1: 1,962 shares 1,962 $311K 0.01% +64 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 880 shares; 2024Q3: 894 shares; 2024Q4: 880 shares; 2025Q1: 995 shares 995 $307K 0.01% +115 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,465 shares; 2024Q3: 4,465 shares; 2024Q4: 4,465 shares; 2025Q1: 4,010 shares 4,010 $307K 0.01% -455 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,663 shares 1,663 $304K 0.01% +9 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,037 shares; 2025Q1: 2,387 shares 2,387 $303K 0.01% +350 Timeline ADAG ADAGENE INC More: the full row for ADAGENE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 90,908 shares; 2024Q4: 199,610 shares; 2025Q1: 199,610 shares 199,610 $303K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,186 shares; 2024Q3: 5,186 shares; 2024Q4: 4,034 shares; 2025Q1: 4,034 shares 4,034 $301K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 900 shares 900 $301K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,993 shares; 2024Q3: 2,768 shares; 2024Q4: 2,581 shares; 2025Q1: 2,606 shares 2,606 $292K 0.01% +25 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,159 shares; 2024Q3: 33,159 shares; 2024Q4: 33,159 shares; 2025Q1: 35,659 shares 35,659 $290K 0.01% +2,500 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,435 shares; 2024Q3: 4,435 shares; 2024Q4: 4,435 shares; 2025Q1: 4,445 shares 4,445 $290K 0.01% +10 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,178 shares; 2024Q3: 1,979 shares; 2024Q4: 1,941 shares; 2025Q1: 1,962 shares 1,962 $288K 0.01% +21 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,023 shares; 2024Q3: 6,034 shares; 2024Q4: 5,941 shares; 2025Q1: 4,705 shares 4,705 $287K 0.01% -1,236 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares 2,200 $286K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares 1,201 $286K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,097 shares; 2025Q1: 4,167 shares 4,167 $282K 0.01% +70 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,700 shares; 2025Q1: 24,700 shares 24,700 $276K 0.01% +5,000 NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 433 shares; 2024Q3: not reported; 2024Q4: 310 shares; 2025Q1: 295 shares 295 $275K 0.01% -15 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,490 shares; 2024Q3: 6,676 shares; 2024Q4: 6,464 shares; 2025Q1: 6,058 shares 6,058 $275K 0.01% -406 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 115,562 shares; 2024Q3: 7,794 shares; 2024Q4: 3,295 shares; 2025Q1: 3,005 shares 3,005 $274K 0.01% -290 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 174 shares; 2024Q4: 202 shares; 2025Q1: 202 shares 202 $272K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,215 shares; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares 1,177 $270K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 811 shares; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 675 shares 675 $269K 0.01% +87 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,523 shares; 2024Q3: 11,892 shares; 2024Q4: 12,666 shares; 2025Q1: 11,630 shares 11,630 $264K 0.01% -1,036 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,674 shares; 2025Q1: 1,814 shares 1,814 $263K 0.01% +140 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,767 shares; 2024Q3: 13,767 shares; 2024Q4: 28,610 shares; 2025Q1: 13,767 shares 13,767 $256K 0.01% -14,843 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares 6,000 $250K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,007 shares 2,007 $245K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,755 shares; 2024Q3: 2,755 shares; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares 2,755 $237K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 834 shares; 2024Q3: 609 shares; 2024Q4: 745 shares; 2025Q1: 630 shares 630 $235K 0.01% -115 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,259 shares; 2024Q4: 1,268 shares; 2025Q1: 1,278 shares 1,278 $228K 0.01% +10 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,120 shares 3,120 $227K 0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $227K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,783 shares; 2025Q1: 1,784 shares 1,784 $227K 0.01% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,816 shares; 2024Q3: not reported; 2024Q4: 3,094 shares; 2025Q1: 3,156 shares 3,156 $227K 0.01% +62 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,808 shares 2,808 $225K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,184 shares; 2024Q3: 1,963 shares; 2024Q4: 1,963 shares; 2025Q1: 2,013 shares 2,013 $221K 0.01% +50 Timeline BAER BRIDGER AEROSPACE GRP HLDGS More: the full row for BRIDGER AEROSPACE GRP HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 194,934 shares; 2024Q4: 194,934 shares; 2025Q1: 194,934 shares 194,934 $220K 0.01% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,718 shares; 2024Q3: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,258 shares 1,258 $217K 0.01% -460 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 464 shares; 2024Q4: not reported; 2025Q1: 504 shares 504 $216K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 502 shares; 2024Q3: 485 shares; 2024Q4: not reported; 2025Q1: 488 shares 488 $212K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,951 shares 2,951 $210K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,196 shares; 2024Q3: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 1,985 shares 1,985 $207K 0.01% -148 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,653 shares; 2024Q4: 3,653 shares; 2025Q1: 3,653 shares 3,653 $203K <0.01% 0 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,092 shares; 2024Q3: 12,092 shares; 2024Q4: 12,092 shares; 2025Q1: 12,092 shares 12,092 $201K <0.01% 0 Timeline