VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,663,497 shares; 2024Q3: 2,685,044 shares; 2024Q4: 2,657,260 shares; 2025Q1: 2,619,779 shares; 2025Q2: 2,559,774 shares; 2025Q3: 2,525,690 shares; 2025Q4: 2,481,930 shares 2,481,930 $1.21B 24.67% -43,760 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,348,425 shares; 2024Q3: 5,422,168 shares; 2024Q4: 5,422,212 shares; 2025Q1: 5,377,475 shares; 2025Q2: 5,282,774 shares; 2025Q3: 5,249,374 shares; 2025Q4: 5,221,026 shares 5,221,026 $997M 20.32% -28,348 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,139,721 shares; 2024Q3: 4,233,368 shares; 2024Q4: 4,713,670 shares; 2025Q1: 5,063,608 shares; 2025Q2: 5,139,161 shares; 2025Q3: 5,188,623 shares; 2025Q4: 5,226,735 shares 5,226,735 $442M 9.01% +38,112 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,171,496 shares; 2024Q3: 3,285,220 shares; 2024Q4: 3,768,296 shares; 2025Q1: 4,083,869 shares; 2025Q2: 4,133,506 shares; 2025Q3: 4,395,225 shares; 2025Q4: 4,403,827 shares 4,403,827 $394M 8.03% +8,602 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,195,615 shares; 2024Q3: 2,231,539 shares; 2024Q4: 2,297,324 shares; 2025Q1: 2,272,053 shares; 2025Q2: 2,273,061 shares; 2025Q3: 2,378,057 shares; 2025Q4: 2,392,705 shares 2,392,705 $161M 3.28% +14,648 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,074,314 shares; 2024Q3: 1,197,806 shares; 2024Q4: 1,173,088 shares; 2025Q1: 1,225,487 shares; 2025Q2: 1,101,388 shares; 2025Q3: 1,164,965 shares; 2025Q4: 1,291,919 shares 1,291,919 $129M 2.63% +126,954 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,309,311 shares; 2024Q3: 2,320,755 shares; 2024Q4: 2,333,330 shares; 2025Q1: 2,370,496 shares; 2025Q2: 4,313,138 shares; 2025Q3: 4,594,829 shares; 2025Q4: 4,955,330 shares 4,955,330 $114M 2.32% +360,501 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 477,777 shares; 2024Q3: 483,329 shares; 2024Q4: 490,541 shares; 2025Q1: 491,142 shares; 2025Q2: 483,605 shares; 2025Q3: 482,541 shares; 2025Q4: 483,233 shares 483,233 $102M 2.09% +692 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 172,935 shares; 2024Q3: 173,331 shares; 2024Q4: 168,517 shares; 2025Q1: 168,898 shares; 2025Q2: 170,392 shares; 2025Q3: 170,535 shares; 2025Q4: 157,728 shares 157,728 $98.9M 2.02% -12,807 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 309,997 shares; 2024Q3: 314,630 shares; 2024Q4: 318,003 shares; 2025Q1: 319,278 shares; 2025Q2: 316,818 shares; 2025Q3: 315,937 shares; 2025Q4: 313,730 shares 313,730 $94.8M 1.93% -2,207 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 135,812 shares; 2024Q3: 135,186 shares; 2024Q4: 123,542 shares; 2025Q1: 119,733 shares; 2025Q2: 121,115 shares; 2025Q3: 124,709 shares; 2025Q4: 121,185 shares 121,185 $82.6M 1.68% -3,524 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 500,530 shares; 2024Q3: 503,754 shares; 2024Q4: 506,988 shares; 2025Q1: 516,949 shares; 2025Q2: 657,253 shares; 2025Q3: 694,788 shares; 2025Q4: 746,585 shares 746,585 $71.1M 1.45% +51,797 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; 2024Q1: restricted; 2024Q2: 905,831 shares; 2024Q3: 912,675 shares; 2024Q4: 916,624 shares; 2025Q1: 936,213 shares; 2025Q2: 830,467 shares; 2025Q3: 873,630 shares; 2025Q4: 913,233 shares 913,233 $70.9M 1.44% +39,603 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; 2024Q1: restricted; 2024Q2: 2,253,681 shares; 2024Q3: 2,152,021 shares; 2024Q4: 2,064,973 shares; 2025Q1: 1,932,281 shares; 2025Q2: 1,893,821 shares; 2025Q3: 1,835,488 shares; 2025Q4: 1,818,166 shares 1,818,166 $67.2M 1.37% -17,322 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 352,818 shares; 2024Q3: 347,582 shares; 2024Q4: 333,815 shares; 2025Q1: 329,729 shares; 2025Q2: 442,466 shares; 2025Q3: 436,534 shares; 2025Q4: 417,884 shares 417,884 $59.1M 1.2% -18,650 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 126,441 shares; 2024Q3: 126,451 shares; 2024Q4: 127,931 shares; 2025Q1: 130,295 shares; 2025Q2: 130,302 shares; 2025Q3: 129,348 shares; 2025Q4: 128,714 shares 128,714 $49.8M 1.01% -634 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 255,148 shares; 2024Q3: 247,517 shares; 2024Q4: 248,661 shares; 2025Q1: 238,192 shares; 2025Q2: 239,149 shares; 2025Q3: 239,128 shares; 2025Q4: 238,096 shares 238,096 $49.3M 1% -1,032 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 171,933 shares; 2024Q3: 160,964 shares; 2024Q4: 158,011 shares; 2025Q1: 165,617 shares; 2025Q2: 156,940 shares; 2025Q3: 157,127 shares; 2025Q4: 149,129 shares 149,129 $40.5M 0.83% -7,998 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 583,857 shares; 2024Q3: 497,247 shares; 2024Q4: 497,247 shares; 2025Q1: 497,248 shares; 2025Q2: 511,778 shares; 2025Q3: 529,679 shares; 2025Q4: 529,743 shares 529,743 $40M 0.81% +64 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 35,543 shares; 2024Q3: 35,547 shares; 2024Q4: 40,642 shares; 2025Q1: 70,008 shares; 2025Q2: 70,390 shares; 2025Q3: 70,662 shares; 2025Q4: 68,714 shares 68,714 $23M 0.47% -1,948 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 47,846 shares; 2024Q3: 37,933 shares; 2024Q4: 37,936 shares; 2025Q1: 34,495 shares; 2025Q2: 34,248 shares; 2025Q3: 34,674 shares; 2025Q4: 32,692 shares 32,692 $22.4M 0.46% -1,982 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 364,824 shares; 2024Q3: 345,314 shares; 2024Q4: 339,313 shares; 2025Q1: 288,855 shares; 2025Q2: 282,510 shares; 2025Q3: 283,037 shares; 2025Q4: 267,491 shares 267,491 $20.7M 0.42% -15,546 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 175,391 shares; 2024Q3: 168,811 shares; 2024Q4: 168,811 shares; 2025Q1: 180,526 shares; 2025Q2: 174,401 shares; 2025Q3: 163,116 shares; 2025Q4: 163,116 shares 163,116 $19.7M 0.4% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 27 shares; 2025Q3: 26 shares; 2025Q4: 26 shares 26 $19.6M 0.4% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 250,226 shares; 2024Q3: 249,786 shares; 2024Q4: 249,036 shares; 2025Q1: 249,018 shares; 2025Q2: 245,325 shares; 2025Q3: 245,036 shares; 2025Q4: 246,494 shares 246,494 $16.5M 0.34% +1,458 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,821 shares; 2024Q3: 16,821 shares; 2024Q4: 16,821 shares; 2025Q1: 16,821 shares; 2025Q2: 197,538 shares; 2025Q3: 203,287 shares; 2025Q4: 203,287 shares 203,287 $16.5M 0.34% 0 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 153,976 shares; 2024Q3: 154,523 shares; 2024Q4: 156,026 shares; 2025Q1: 158,101 shares; 2025Q2: 122,417 shares; 2025Q3: 127,796 shares; 2025Q4: 123,506 shares 123,506 $13.6M 0.28% -4,290 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,305 shares; 2024Q3: 26,248 shares; 2024Q4: 27,911 shares; 2025Q1: 26,594 shares; 2025Q2: 27,049 shares; 2025Q3: 28,222 shares; 2025Q4: 27,510 shares 27,510 $13.3M 0.27% -712 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307,758 shares; 2025Q3: 308,243 shares; 2025Q4: 209,553 shares 209,553 $12.3M 0.25% -98,690 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; 2024Q1: restricted; 2024Q2: 175,078 shares; 2024Q3: 172,281 shares; 2024Q4: 167,276 shares; 2025Q1: 212,576 shares; 2025Q2: 340,260 shares; 2025Q3: 340,260 shares; 2025Q4: 340,704 shares 340,704 $12.2M 0.25% +444 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 99,209 shares; 2024Q3: 99,646 shares; 2024Q4: 99,258 shares; 2025Q1: 90,082 shares; 2025Q2: 90,083 shares; 2025Q3: 90,083 shares; 2025Q4: 87,651 shares 87,651 $12M 0.24% -2,432 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 110,144 shares; 2024Q3: 113,626 shares; 2024Q4: 114,856 shares; 2025Q1: 116,876 shares; 2025Q2: 117,493 shares; 2025Q3: 121,717 shares; 2025Q4: 122,365 shares 122,365 $11.8M 0.24% +648 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,200 shares; 2024Q3: 18,560 shares; 2024Q4: 18,494 shares; 2025Q1: 20,145 shares; 2025Q2: 20,007 shares; 2025Q3: 20,101 shares; 2025Q4: 19,710 shares 19,710 $11.3M 0.23% -391 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 20,461 shares; 2024Q3: 22,033 shares; 2024Q4: 21,501 shares; 2025Q1: 20,868 shares; 2025Q2: 21,086 shares; 2025Q3: 21,597 shares; 2025Q4: 21,630 shares 21,630 $10.9M 0.22% +33 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 33,485 shares; 2024Q3: 30,722 shares; 2024Q4: 34,100 shares; 2025Q1: 48,267 shares; 2025Q2: 45,945 shares; 2025Q3: 46,544 shares; 2025Q4: 45,696 shares 45,696 $10.5M 0.21% -848 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 95,685 shares; 2024Q3: 95,685 shares; 2024Q4: 95,933 shares; 2025Q1: 93,350 shares; 2025Q2: 93,696 shares; 2025Q3: 92,414 shares; 2025Q4: 88,862 shares 88,862 $10.1M 0.21% -3,552 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 39,924 shares; 2024Q3: 26,246 shares; 2024Q4: 26,248 shares; 2025Q1: 22,425 shares; 2025Q2: 22,411 shares; 2025Q3: 22,878 shares; 2025Q4: 20,487 shares 20,487 $9.7M 0.2% -2,391 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 72,226 shares; 2024Q3: 72,226 shares; 2024Q4: 72,226 shares; 2025Q1: 72,226 shares; 2025Q2: 72,186 shares; 2025Q3: 72,186 shares; 2025Q4: 72,186 shares 72,186 $9.5M 0.19% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 116,591 shares; 2024Q3: 111,827 shares; 2024Q4: 112,080 shares; 2025Q1: 108,944 shares; 2025Q2: 101,327 shares; 2025Q3: 65,528 shares; 2025Q4: 64,243 shares 64,243 $9.21M 0.19% -1,285 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 108,637 shares; 2024Q3: 108,891 shares; 2024Q4: 345,518 shares; 2025Q1: 279,831 shares; 2025Q2: 461,444 shares; 2025Q3: 461,341 shares; 2025Q4: 378,508 shares 378,508 $9.1M 0.19% -82,833 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,772 shares; 2024Q3: 25,478 shares; 2024Q4: 21,475 shares; 2025Q1: 18,702 shares; 2025Q2: 19,578 shares; 2025Q3: 19,598 shares; 2025Q4: 19,597 shares 19,597 $8.81M 0.18% -1 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,056 shares; 2024Q3: 27,121 shares; 2024Q4: 26,696 shares; 2025Q1: 26,918 shares; 2025Q2: 26,033 shares; 2025Q3: 26,235 shares; 2025Q4: 26,658 shares 26,658 $8.59M 0.18% +423 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 102,732 shares; 2024Q3: 87,652 shares; 2024Q4: 87,652 shares; 2025Q1: 87,652 shares; 2025Q2: 87,592 shares; 2025Q3: 87,592 shares; 2025Q4: 87,592 shares 87,592 $8.49M 0.17% 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; 2024Q1: restricted; 2024Q2: 21,231 shares; 2024Q3: 21,141 shares; 2024Q4: 18,845 shares; 2025Q1: 15,090 shares; 2025Q2: 17,031 shares; 2025Q3: 17,084 shares; 2025Q4: 13,994 shares 13,994 $8.44M 0.17% -3,090 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 170,691 shares; 2024Q3: 170,035 shares; 2024Q4: 170,310 shares; 2025Q1: 171,442 shares; 2025Q2: 169,884 shares; 2025Q3: 164,201 shares; 2025Q4: 154,154 shares 154,154 $8.43M 0.17% -10,047 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 61,597 shares; 2024Q3: 62,015 shares; 2024Q4: 61,741 shares; 2025Q1: 55,749 shares; 2025Q2: 55,749 shares; 2025Q3: 56,984 shares; 2025Q4: 52,609 shares 52,609 $7.42M 0.15% -4,375 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17,012 shares; 2024Q3: 16,524 shares; 2024Q4: 20,702 shares; 2025Q1: 25,424 shares; 2025Q2: 24,851 shares; 2025Q3: 26,303 shares; 2025Q4: 23,202 shares 23,202 $7.26M 0.15% -3,101 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,025 shares; 2024Q3: 19,670 shares; 2024Q4: 23,696 shares; 2025Q1: 26,463 shares; 2025Q2: 22,134 shares; 2025Q3: 22,952 shares; 2025Q4: 22,448 shares 22,448 $7.04M 0.14% -504 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 51,616 shares; 2024Q3: 54,167 shares; 2024Q4: 54,167 shares; 2025Q1: 54,131 shares; 2025Q2: 56,976 shares; 2025Q3: 56,976 shares; 2025Q4: 56,331 shares 56,331 $6.94M 0.14% -645 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 32,229 shares; 2024Q3: 32,255 shares; 2024Q4: 129,076 shares; 2025Q1: 128,371 shares; 2025Q2: 251,880 shares; 2025Q3: 251,928 shares; 2025Q4: 199,420 shares 199,420 $6.51M 0.13% -52,508 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 31,407 shares; 2024Q3: 18,985 shares; 2024Q4: 18,999 shares; 2025Q1: 19,014 shares; 2025Q2: 20,586 shares; 2025Q3: 20,715 shares; 2025Q4: 41,277 shares 41,277 $5.94M 0.12% +20,562 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,073 shares; 2024Q3: 30,033 shares; 2024Q4: 30,240 shares; 2025Q1: 29,759 shares; 2025Q2: 29,459 shares; 2025Q3: 28,832 shares; 2025Q4: 24,140 shares 24,140 $5.94M 0.12% -4,692 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,754 shares; 2024Q3: 22,872 shares; 2024Q4: 22,921 shares; 2025Q1: 22,954 shares; 2025Q2: 22,954 shares; 2025Q3: 22,979 shares; 2025Q4: 23,032 shares 23,032 $5.94M 0.12% +53 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,162 shares; 2024Q3: 9,274 shares; 2024Q4: 9,229 shares; 2025Q1: 9,358 shares; 2025Q2: 9,358 shares; 2025Q3: 9,533 shares; 2025Q4: 9,574 shares 9,574 $5.88M 0.12% +41 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 55,088 shares; 2024Q3: 45,920 shares; 2024Q4: 45,920 shares; 2025Q1: 45,920 shares; 2025Q2: 45,920 shares; 2025Q3: 45,920 shares; 2025Q4: 45,920 shares 45,920 $5.84M 0.12% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 140,625 shares; 2024Q3: 121,854 shares; 2024Q4: 122,091 shares; 2025Q1: 81,460 shares; 2025Q2: 89,122 shares; 2025Q3: 89,466 shares; 2025Q4: 82,926 shares 82,926 $5.76M 0.12% -6,540 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 51,025 shares; 2024Q3: 39,049 shares; 2024Q4: 38,758 shares; 2025Q1: 38,760 shares; 2025Q2: 38,742 shares; 2025Q3: 38,744 shares; 2025Q4: 38,747 shares 38,747 $5.47M 0.11% +3 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,089 shares; 2024Q3: 6,934 shares; 2024Q4: 7,413 shares; 2025Q1: 9,713 shares; 2025Q2: 8,442 shares; 2025Q3: 8,595 shares; 2025Q4: 8,048 shares 8,048 $5.31M 0.11% -547 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,316 shares; 2024Q3: 9,167 shares; 2024Q4: 8,340 shares; 2025Q1: 9,542 shares; 2025Q2: 9,217 shares; 2025Q3: 9,194 shares; 2025Q4: 8,734 shares 8,734 $5.06M 0.1% -460 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 32,931 shares; 2024Q3: 32,931 shares; 2024Q4: 32,931 shares; 2025Q1: 27,189 shares; 2025Q2: 27,189 shares; 2025Q3: 28,033 shares; 2025Q4: 23,465 shares 23,465 $4.94M 0.1% -4,568 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,589 shares; 2024Q4: 14,213 shares; 2025Q1: 76,914 shares; 2025Q2: 77,695 shares; 2025Q3: 77,698 shares; 2025Q4: 78,066 shares 78,066 $4.88M 0.1% +368 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 45,001 shares; 2024Q3: 27,661 shares; 2024Q4: 31,418 shares; 2025Q1: 37,255 shares; 2025Q2: 27,783 shares; 2025Q3: 30,983 shares; 2025Q4: 24,807 shares 24,807 $4.63M 0.09% -6,176 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; 2024Q1: restricted; 2024Q2: 106,295 shares; 2024Q3: 69,013 shares; 2024Q4: 69,013 shares; 2025Q1: 69,013 shares; 2025Q2: 69,013 shares; 2025Q3: 69,013 shares; 2025Q4: 69,013 shares 69,013 $4.59M 0.09% 0 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 219,789 shares; 2025Q1: 219,789 shares; 2025Q2: 219,789 shares; 2025Q3: 219,789 shares; 2025Q4: 219,789 shares 219,789 $4.47M 0.09% 0 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311,688 shares; 2025Q2: 277,825 shares; 2025Q3: 252,497 shares; 2025Q4: 252,497 shares 252,497 $4.41M 0.09% 0 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,644 shares 123,644 $4.34M 0.09% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,814 shares; 2025Q3: 161,814 shares; 2025Q4: 161,959 shares 161,959 $4.25M 0.09% +145 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,971 shares; 2025Q4: 49,984 shares 49,984 $4.1M 0.08% +13 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,121 shares; 2024Q3: 18,121 shares; 2024Q4: 18,121 shares; 2025Q1: 18,687 shares; 2025Q2: 17,762 shares; 2025Q3: 18,730 shares; 2025Q4: 18,427 shares 18,427 $4.05M 0.08% -303 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 61,609 shares; 2024Q4: 68,496 shares; 2025Q1: 70,574 shares; 2025Q2: 70,816 shares; 2025Q3: 82,830 shares; 2025Q4: 78,586 shares 78,586 $3.9M 0.08% -4,244 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 43,759 shares; 2024Q3: 34,724 shares; 2024Q4: 34,810 shares; 2025Q1: 26,998 shares; 2025Q2: 27,043 shares; 2025Q3: 27,267 shares; 2025Q4: 26,471 shares 26,471 $3.8M 0.08% -796 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; 2024Q1: restricted; 2024Q2: 32,623 shares; 2024Q3: 32,439 shares; 2024Q4: 32,501 shares; 2025Q1: 32,680 shares; 2025Q2: 34,676 shares; 2025Q3: 34,806 shares; 2025Q4: 24,196 shares 24,196 $3.75M 0.08% -10,610 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,194 shares; 2024Q3: 4,108 shares; 2024Q4: 4,555 shares; 2025Q1: 4,578 shares; 2025Q2: 4,335 shares; 2025Q3: 4,630 shares; 2025Q4: 4,240 shares 4,240 $3.73M 0.08% -390 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,180 shares; 2024Q3: 11,049 shares; 2024Q4: 11,079 shares; 2025Q1: 9,773 shares; 2025Q2: 10,900 shares; 2025Q3: 10,657 shares; 2025Q4: 9,396 shares 9,396 $3.51M 0.07% -1,261 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 65,898 shares; 2024Q3: 65,898 shares; 2024Q4: 65,898 shares; 2025Q1: 60,845 shares; 2025Q2: 60,845 shares; 2025Q3: 55,908 shares; 2025Q4: 46,315 shares 46,315 $3.31M 0.07% -9,593 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,292 shares; 2024Q3: 3,292 shares; 2024Q4: 26,313 shares; 2025Q1: 26,313 shares; 2025Q2: 26,313 shares; 2025Q3: 26,313 shares; 2025Q4: 26,313 shares 26,313 $3.2M 0.07% 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; 2024Q1: restricted; 2024Q2: 21,201 shares; 2024Q3: 21,208 shares; 2024Q4: 32,947 shares; 2025Q1: 31,829 shares; 2025Q2: 24,992 shares; 2025Q3: 25,000 shares; 2025Q4: 26,145 shares 26,145 $3.14M 0.06% +1,145 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,937 shares; 2024Q3: 12,937 shares; 2024Q4: 38,811 shares; 2025Q1: 40,336 shares; 2025Q2: 160,918 shares; 2025Q3: 160,927 shares; 2025Q4: 104,285 shares 104,285 $3.09M 0.06% -56,642 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,006 shares 46,006 $3.01M 0.06% new 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; 2024Q1: restricted; 2024Q2: 7,242 shares; 2024Q3: 7,242 shares; 2024Q4: 32,512 shares; 2025Q1: 32,512 shares; 2025Q2: 32,512 shares; 2025Q3: 32,512 shares; 2025Q4: 32,512 shares 32,512 $3M 0.06% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,007 shares; 2024Q3: 24,007 shares; 2024Q4: 24,007 shares; 2025Q1: 18,881 shares; 2025Q2: 18,881 shares; 2025Q3: 20,541 shares; 2025Q4: 16,126 shares 16,126 $2.92M 0.06% -4,415 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,028 shares; 2024Q3: 4,565 shares; 2024Q4: 6,952 shares; 2025Q1: 9,284 shares; 2025Q2: 8,918 shares; 2025Q3: 9,188 shares; 2025Q4: 8,280 shares 8,280 $2.9M 0.06% -908 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,719 shares; 2024Q3: 13,719 shares; 2024Q4: 13,719 shares; 2025Q1: 10,718 shares; 2025Q2: 10,718 shares; 2025Q3: 11,619 shares; 2025Q4: 8,964 shares 8,964 $2.9M 0.06% -2,655 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,404 shares; 2024Q3: 7,532 shares; 2024Q4: 7,532 shares; 2025Q1: 7,488 shares; 2025Q2: 9,058 shares; 2025Q3: 9,068 shares; 2025Q4: 12,233 shares 12,233 $2.59M 0.05% +3,165 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; 2024Q1: restricted; 2024Q2: 31,797 shares; 2024Q3: 19,894 shares; 2024Q4: 99,280 shares; 2025Q1: 100,863 shares; 2025Q2: 99,280 shares; 2025Q3: 99,447 shares; 2025Q4: 99,335 shares 99,335 $2.54M 0.05% -112 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 32,610 shares; 2024Q3: 30,019 shares; 2024Q4: 28,951 shares; 2025Q1: 28,918 shares; 2025Q2: 26,389 shares; 2025Q3: 26,367 shares; 2025Q4: 19,605 shares 19,605 $2.23M 0.05% -6,762 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 119,308 shares; 2024Q3: 119,149 shares; 2024Q4: 119,163 shares; 2025Q1: 120,128 shares; 2025Q2: 119,194 shares; 2025Q3: 123,512 shares; 2025Q4: 124,213 shares 124,213 $2.14M 0.04% +701 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,344 shares; 2024Q3: 5,344 shares; 2024Q4: 5,319 shares; 2025Q1: 5,399 shares; 2025Q2: 5,399 shares; 2025Q3: 5,399 shares; 2025Q4: 5,399 shares 5,399 $2.14M 0.04% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,131 shares; 2024Q3: 3,675 shares; 2024Q4: 5,944 shares; 2025Q1: 5,759 shares; 2025Q2: 4,380 shares; 2025Q3: 4,601 shares; 2025Q4: 16,477 shares 16,477 $2.06M 0.04% +11,876 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 45,880 shares; 2024Q3: 45,880 shares; 2024Q4: 45,880 shares; 2025Q1: 45,880 shares; 2025Q2: 45,880 shares; 2025Q3: 45,880 shares; 2025Q4: 89,775 shares 89,775 $2.05M 0.04% +43,895 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 796 shares; 2024Q3: 6,080 shares; 2024Q4: 8,304 shares; 2025Q1: 9,258 shares; 2025Q2: 8,481 shares; 2025Q3: 8,536 shares; 2025Q4: 5,832 shares 5,832 $2.02M 0.04% -2,704 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,560 shares; 2024Q3: 15,839 shares; 2024Q4: 16,583 shares; 2025Q1: 15,968 shares; 2025Q2: 15,608 shares; 2025Q3: 17,119 shares; 2025Q4: 16,202 shares 16,202 $1.95M 0.04% -917 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 34,792 shares; 2024Q3: 34,791 shares; 2024Q4: 34,791 shares; 2025Q1: 47,111 shares; 2025Q2: 47,111 shares; 2025Q3: 47,111 shares; 2025Q4: 47,111 shares 47,111 $1.92M 0.04% 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; 2024Q1: restricted; 2024Q2: 27,846 shares; 2024Q3: 27,846 shares; 2024Q4: 27,846 shares; 2025Q1: 21,936 shares; 2025Q2: 21,949 shares; 2025Q3: 24,176 shares; 2025Q4: 21,226 shares 21,226 $1.88M 0.04% -2,950 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,617 shares; 2024Q4: 6,618 shares; 2025Q1: 6,597 shares; 2025Q2: 12,047 shares; 2025Q3: 12,046 shares; 2025Q4: 12,047 shares 12,047 $1.79M 0.04% +1 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 27,717 shares; 2024Q3: 27,283 shares; 2024Q4: 27,299 shares; 2025Q1: 27,299 shares; 2025Q2: 27,345 shares; 2025Q3: 27,345 shares; 2025Q4: 27,367 shares 27,367 $1.75M 0.04% +22 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,404 shares; 2024Q3: 11,404 shares; 2024Q4: 6,369 shares; 2025Q1: 12,869 shares; 2025Q2: 14,049 shares; 2025Q3: 14,049 shares; 2025Q4: 31,680 shares 31,680 $1.67M 0.03% +17,631 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,419 shares; 2024Q3: 16,437 shares; 2024Q4: 16,463 shares; 2025Q1: 16,476 shares; 2025Q2: 16,496 shares; 2025Q3: 14,869 shares; 2025Q4: 14,998 shares 14,998 $1.61M 0.03% +129 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; 2024Q1: restricted; 2024Q2: 13,802 shares; 2024Q3: 13,648 shares; 2024Q4: 13,648 shares; 2025Q1: 13,648 shares; 2025Q2: 13,648 shares; 2025Q3: 13,648 shares; 2025Q4: 13,648 shares 13,648 $1.59M 0.03% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,086 shares; 2024Q3: 9,159 shares; 2024Q4: 9,654 shares; 2025Q1: 8,130 shares; 2025Q2: 8,136 shares; 2025Q3: 8,152 shares; 2025Q4: 7,927 shares 7,927 $1.57M 0.03% -225 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,535 shares; 2024Q3: 4,423 shares; 2024Q4: 4,901 shares; 2025Q1: 4,840 shares; 2025Q2: 3,989 shares; 2025Q3: 4,507 shares; 2025Q4: 4,525 shares 4,525 $1.56M 0.03% +18 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 834 shares; 2024Q3: 609 shares; 2024Q4: 745 shares; 2025Q1: 630 shares; 2025Q2: 600 shares; 2025Q3: 602 shares; 2025Q4: 4,410 shares 4,410 $1.55M 0.03% +3,808 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,792 shares; 2024Q3: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 2,054 shares 2,054 $1.55M 0.03% +649 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 37,106 shares; 2024Q3: 37,120 shares; 2024Q4: 43,050 shares; 2025Q1: 37,120 shares; 2025Q2: 56,455 shares; 2025Q3: 56,455 shares; 2025Q4: 47,130 shares 47,130 $1.54M 0.03% -9,325 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,890 shares; 2024Q3: 5,707 shares; 2024Q4: 7,847 shares; 2025Q1: 7,921 shares; 2025Q2: 10,230 shares; 2025Q3: 10,034 shares; 2025Q4: 7,835 shares 7,835 $1.53M 0.03% -2,199 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,074 shares; 2024Q3: 6,029 shares; 2024Q4: 5,562 shares; 2025Q1: 6,633 shares; 2025Q2: 6,685 shares; 2025Q3: 6,887 shares; 2025Q4: 7,026 shares 7,026 $1.5M 0.03% +139 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,782 shares; 2024Q3: 5,059 shares; 2024Q4: 5,070 shares; 2025Q1: 5,067 shares; 2025Q2: 5,067 shares; 2025Q3: 5,078 shares; 2025Q4: 5,098 shares 5,098 $1.48M 0.03% +20 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,119 shares; 2024Q3: 22,305 shares; 2024Q4: 22,470 shares; 2025Q1: 22,601 shares; 2025Q2: 22,759 shares; 2025Q3: 16,717 shares; 2025Q4: 10,228 shares 10,228 $1.44M 0.03% -6,489 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,642 shares; 2024Q3: 1,874 shares; 2024Q4: 2,208 shares; 2025Q1: 2,241 shares; 2025Q2: 2,194 shares; 2025Q3: 2,221 shares; 2025Q4: 1,626 shares 1,626 $1.4M 0.03% -595 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; 2024Q1: restricted; 2024Q2: 149,000 shares; 2024Q3: 149,000 shares; 2024Q4: 149,000 shares; 2025Q1: 149,000 shares; 2025Q2: 149,000 shares; 2025Q3: 149,000 shares; 2025Q4: 149,000 shares 149,000 $1.37M 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,983 shares; 2024Q3: 1,675 shares; 2024Q4: 2,971 shares; 2025Q1: 2,863 shares; 2025Q2: 4,510 shares; 2025Q3: 4,615 shares; 2025Q4: 4,139 shares 4,139 $1.37M 0.03% -476 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,115 shares; 2024Q3: 3,744 shares; 2024Q4: 3,889 shares; 2025Q1: 3,748 shares; 2025Q2: 3,744 shares; 2025Q3: 4,108 shares; 2025Q4: 4,113 shares 4,113 $1.35M 0.03% +5 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,876 shares; 2024Q3: 3,761 shares; 2024Q4: 3,761 shares; 2025Q1: 3,761 shares; 2025Q2: 3,761 shares; 2025Q3: 3,761 shares; 2025Q4: 3,761 shares 3,761 $1.29M 0.03% 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; 2024Q1: restricted; 2024Q2: 26,412 shares; 2024Q3: 26,461 shares; 2024Q4: 26,531 shares; 2025Q1: 19,713 shares; 2025Q2: 23,250 shares; 2025Q3: 23,336 shares; 2025Q4: 16,199 shares 16,199 $1.26M 0.03% -7,137 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,368 shares; 2024Q3: 21,797 shares; 2024Q4: 21,832 shares; 2025Q1: 22,030 shares; 2025Q2: 20,756 shares; 2025Q3: 19,024 shares; 2025Q4: 16,052 shares 16,052 $1.24M 0.03% -2,972 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,593 shares; 2024Q3: 9,593 shares; 2024Q4: 9,593 shares; 2025Q1: 9,593 shares; 2025Q2: 9,593 shares; 2025Q3: 9,593 shares; 2025Q4: 11,051 shares 11,051 $1.22M 0.02% +1,458 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; 2024Q1: restricted; 2024Q2: 58,750 shares; 2024Q3: 58,750 shares; 2024Q4: 58,750 shares; 2025Q1: 58,750 shares; 2025Q2: 58,750 shares; 2025Q3: 58,750 shares; 2025Q4: 58,750 shares 58,750 $1.21M 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,239 shares; 2024Q3: 4,730 shares; 2024Q4: 4,701 shares; 2025Q1: 4,664 shares; 2025Q2: 4,599 shares; 2025Q3: 4,619 shares; 2025Q4: 4,546 shares 4,546 $1.1M 0.02% -73 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,017 shares; 2024Q3: 12,048 shares; 2024Q4: 10,601 shares; 2025Q1: 10,619 shares; 2025Q2: 10,636 shares; 2025Q3: 8,735 shares; 2025Q4: 7,823 shares 7,823 $1.09M 0.02% -912 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,693 shares; 2024Q3: 4,693 shares; 2024Q4: 4,693 shares; 2025Q1: 4,693 shares; 2025Q2: 2,185 shares; 2025Q3: 2,241 shares; 2025Q4: 2,242 shares 2,242 $1.08M 0.02% +1 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,961 shares; 2024Q3: 10,961 shares; 2024Q4: 21,922 shares; 2025Q1: 21,922 shares; 2025Q2: 48,568 shares; 2025Q3: 48,568 shares; 2025Q4: 37,403 shares 37,403 $1.07M 0.02% -11,165 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 68,027 shares; 2024Q4: 68,027 shares; 2025Q1: 68,027 shares; 2025Q2: 68,027 shares; 2025Q3: 68,027 shares; 2025Q4: 57,785 shares 57,785 $1.05M 0.02% -10,242 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,134 shares; 2024Q3: 7,486 shares; 2024Q4: 6,998 shares; 2025Q1: 7,531 shares; 2025Q2: 6,572 shares; 2025Q3: 6,717 shares; 2025Q4: 6,770 shares 6,770 $1.04M 0.02% +53 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,695 shares 44,695 $1M 0.02% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,331 shares; 2024Q3: 34,454 shares; 2024Q4: 34,454 shares; 2025Q1: 34,890 shares; 2025Q2: 27,088 shares; 2025Q3: 27,074 shares; 2025Q4: 18,584 shares 18,584 $999K 0.02% -8,490 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,606 shares; 2025Q3: 30,280 shares; 2025Q4: 30,280 shares 30,280 $897K 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; 2024Q1: restricted; 2024Q2: 9,252 shares; 2024Q3: 6,537 shares; 2024Q4: 6,705 shares; 2025Q1: 6,397 shares; 2025Q2: 6,390 shares; 2025Q3: 6,491 shares; 2025Q4: 6,196 shares 6,196 $889K 0.02% -295 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,948 shares; 2024Q3: 20,938 shares; 2024Q4: 32,533 shares; 2025Q1: 20,938 shares; 2025Q2: 24,938 shares; 2025Q3: 27,898 shares; 2025Q4: 27,498 shares 27,498 $882K 0.02% -400 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,070 shares; 2024Q3: 9,921 shares; 2024Q4: 10,802 shares; 2025Q1: 9,473 shares; 2025Q2: 6,767 shares; 2025Q3: 7,603 shares; 2025Q4: 12,949 shares 12,949 $855K 0.02% +5,346 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,383 shares; 2024Q4: 3,776 shares; 2025Q1: 3,696 shares; 2025Q2: 3,696 shares; 2025Q3: 3,696 shares; 2025Q4: 3,722 shares 3,722 $847K 0.02% +26 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,085 shares; 2024Q4: 14,085 shares; 2025Q1: 14,085 shares; 2025Q2: 14,085 shares; 2025Q3: 14,085 shares; 2025Q4: 14,085 shares 14,085 $778K 0.02% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,592 shares; 2024Q3: 6,574 shares; 2024Q4: 6,574 shares; 2025Q1: 6,574 shares; 2025Q2: 6,574 shares; 2025Q3: 6,574 shares; 2025Q4: 6,574 shares 6,574 $765K 0.02% 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; 2024Q1: restricted; 2024Q2: 3,827 shares; 2024Q3: 3,827 shares; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 3,828 shares; 2025Q3: 3,828 shares; 2025Q4: 3,828 shares 3,828 $764K 0.02% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,393 shares; 2024Q3: 6,633 shares; 2024Q4: 6,579 shares; 2025Q1: 6,632 shares; 2025Q2: 6,585 shares; 2025Q3: 6,919 shares; 2025Q4: 6,818 shares 6,818 $760K 0.02% -101 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,055 shares; 2025Q2: 17,849 shares; 2025Q3: 17,849 shares; 2025Q4: 17,849 shares 17,849 $759K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,988 shares; 2024Q3: 5,037 shares; 2024Q4: 4,866 shares; 2025Q1: 2,944 shares; 2025Q2: 2,846 shares; 2025Q3: 2,846 shares; 2025Q4: 2,870 shares 2,870 $753K 0.02% +24 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,796 shares; 2024Q3: 2,594 shares; 2024Q4: 2,624 shares; 2025Q1: 2,427 shares; 2025Q2: 2,317 shares; 2025Q3: 2,203 shares; 2025Q4: 2,435 shares 2,435 $750K 0.02% +232 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; 2024Q1: restricted; 2024Q2: 2,838 shares; 2024Q3: 2,335 shares; 2024Q4: 2,054 shares; 2025Q1: 2,067 shares; 2025Q2: 3,546 shares; 2025Q3: 3,563 shares; 2025Q4: 3,248 shares 3,248 $744K 0.02% -315 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,372 shares; 2024Q3: 14,371 shares; 2024Q4: 14,371 shares; 2025Q1: 10,521 shares; 2025Q2: 10,521 shares; 2025Q3: 10,521 shares; 2025Q4: 10,521 shares 10,521 $710K 0.01% 0 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,107 shares; 2025Q4: 6,000 shares 6,000 $679K 0.01% -107 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,279 shares; 2024Q3: 2,604 shares; 2024Q4: 2,607 shares; 2025Q1: 2,362 shares; 2025Q2: 3,469 shares; 2025Q3: 3,470 shares; 2025Q4: 3,472 shares 3,472 $672K 0.01% +2 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,865 shares; 2024Q3: 3,012 shares; 2024Q4: 2,930 shares; 2025Q1: 2,886 shares; 2025Q2: 2,433 shares; 2025Q3: 2,436 shares; 2025Q4: 2,199 shares 2,199 $672K 0.01% -237 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,008 shares; 2024Q3: 9,008 shares; 2024Q4: 8,926 shares; 2025Q1: 8,926 shares; 2025Q2: 9,067 shares; 2025Q3: 7,747 shares; 2025Q4: 7,039 shares 7,039 $669K 0.01% -708 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,432 shares; 2024Q3: 9,432 shares; 2024Q4: 9,432 shares; 2025Q1: 9,432 shares; 2025Q2: 9,399 shares; 2025Q3: 9,399 shares; 2025Q4: 9,399 shares 9,399 $644K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,083 shares; 2024Q3: 3,706 shares; 2024Q4: 3,503 shares; 2025Q1: 3,789 shares; 2025Q2: 2,611 shares; 2025Q3: 3,625 shares; 2025Q4: 3,611 shares 3,611 $641K 0.01% -14 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,767 shares; 2024Q3: 9,825 shares; 2024Q4: 11,426 shares; 2025Q1: 11,618 shares; 2025Q2: 8,304 shares; 2025Q3: 8,788 shares; 2025Q4: 6,075 shares 6,075 $639K 0.01% -2,713 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 110,000 shares; 2024Q4: 110,000 shares; 2025Q1: 255,000 shares; 2025Q2: 255,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares 150,000 $627K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,259 shares; 2024Q3: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,204 shares 2,204 $615K 0.01% -55 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,498 shares; 2024Q3: 450 shares; 2024Q4: 409 shares; 2025Q1: 613 shares; 2025Q2: 489 shares; 2025Q3: 481 shares; 2025Q4: 553 shares 553 $594K 0.01% +72 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,451 shares; 2024Q3: 3,134 shares; 2024Q4: 3,537 shares; 2025Q1: 3,472 shares; 2025Q2: 3,037 shares; 2025Q3: 3,059 shares; 2025Q4: 3,156 shares 3,156 $579K 0.01% +97 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,712 shares; 2025Q1: 7,712 shares; 2025Q2: 7,712 shares; 2025Q3: 7,712 shares; 2025Q4: 7,712 shares 7,712 $567K 0.01% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares 2,399 $566K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 2,552 shares; 2025Q4: 2,214 shares 2,214 $560K 0.01% -338 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 12,500 shares 12,500 $551K 0.01% +5,000 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; 2024Q1: restricted; 2024Q2: 2,249 shares; 2024Q3: 2,153 shares; 2024Q4: 2,153 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,259 shares; 2025Q4: 4,517 shares 4,517 $539K 0.01% +2,258 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,855 shares; 2024Q3: 8,855 shares; 2024Q4: 8,250 shares; 2025Q1: 8,250 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 8,250 shares 8,250 $537K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,241 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,711 shares 2,711 $529K 0.01% +1 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,944 shares; 2024Q3: 2,016 shares; 2024Q4: 2,081 shares; 2025Q1: 1,932 shares; 2025Q2: 1,905 shares; 2025Q3: 2,211 shares; 2025Q4: 1,912 shares 1,912 $513K 0.01% -299 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,948 shares; 2024Q3: 2,926 shares; 2024Q4: 2,926 shares; 2025Q1: 3,121 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 1,768 shares 1,768 $511K 0.01% -1,158 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,972 shares; 2024Q3: 9,738 shares; 2024Q4: 9,666 shares; 2025Q1: 9,702 shares; 2025Q2: 7,176 shares; 2025Q3: 6,639 shares; 2025Q4: 2,186 shares 2,186 $506K 0.01% -4,453 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,932 shares; 2024Q3: 2,932 shares; 2024Q4: 2,932 shares; 2025Q1: 2,932 shares; 2025Q2: 2,932 shares; 2025Q3: 2,932 shares; 2025Q4: 2,842 shares 2,842 $504K 0.01% -90 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,149 shares; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,076 shares; 2025Q2: 2,024 shares; 2025Q3: 2,112 shares; 2025Q4: 2,044 shares 2,044 $503K 0.01% -68 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; 2024Q1: restricted; 2024Q2: 895,429 shares; 2024Q3: 903,132 shares; 2024Q4: 712,077 shares; 2025Q1: 737,341 shares; 2025Q2: 22,990 shares; 2025Q3: 18,391 shares; 2025Q4: 9,838 shares 9,838 $496K 0.01% -8,553 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; 2024Q1: restricted; 2024Q2: 10,599 shares; 2024Q3: 10,111 shares; 2024Q4: 10,111 shares; 2025Q1: 10,145 shares; 2025Q2: 10,145 shares; 2025Q3: 10,169 shares; 2025Q4: 10,169 shares 10,169 $486K 0.01% 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; 2024Q1: restricted; 2024Q2: 13,414 shares; 2024Q3: 11,914 shares; 2024Q4: 7,408 shares; 2025Q1: 7,408 shares; 2025Q2: 7,408 shares; 2025Q3: 7,420 shares; 2025Q4: 7,186 shares 7,186 $483K 0.01% -234 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,533 shares; 2024Q3: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares 1,533 $474K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 572 shares; 2024Q4: 603 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 444 shares; 2025Q4: 441 shares 441 $472K 0.01% -3 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,941 shares; 2024Q3: 5,993 shares; 2024Q4: 5,921 shares; 2025Q1: 6,534 shares; 2025Q2: 5,921 shares; 2025Q3: 5,769 shares; 2025Q4: 5,782 shares 5,782 $464K 0.01% +13 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; 2024Q1: restricted; 2024Q2: 4,522 shares; 2024Q3: 4,522 shares; 2024Q4: 4,522 shares; 2025Q1: 4,522 shares; 2025Q2: 4,522 shares; 2025Q3: 4,522 shares; 2025Q4: 4,522 shares 4,522 $463K 0.01% 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; 2024Q1: restricted; 2024Q2: 31,008 shares; 2024Q3: 31,008 shares; 2024Q4: 31,008 shares; 2025Q1: 31,008 shares; 2025Q2: 31,008 shares; 2025Q3: 31,008 shares; 2025Q4: 31,008 shares 31,008 $459K 0.01% 0 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; 2024Q1: restricted; 2024Q2: 7,947 shares; 2024Q3: 6,638 shares; 2024Q4: 5,419 shares; 2025Q1: 4,004 shares; 2025Q2: 3,880 shares; 2025Q3: 3,880 shares; 2025Q4: 3,298 shares 3,298 $458K 0.01% -582 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 20,761 shares; 2024Q3: 20,783 shares; 2024Q4: 20,783 shares; 2025Q1: 10,014 shares; 2025Q2: 10,014 shares; 2025Q3: 10,014 shares; 2025Q4: 10,014 shares 10,014 $456K 0.01% 0 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; 2024Q1: restricted; 2024Q2: 15,001 shares; 2024Q3: 14,612 shares; 2024Q4: 11,629 shares; 2025Q1: 10,040 shares; 2025Q2: 7,165 shares; 2025Q3: 2,505 shares; 2025Q4: 2,583 shares 2,583 $453K 0.01% +78 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,816 shares; 2024Q3: not reported; 2024Q4: 3,094 shares; 2025Q1: 3,156 shares; 2025Q2: 3,143 shares; 2025Q3: 3,909 shares; 2025Q4: 4,753 shares 4,753 $443K 0.01% +844 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,363 shares; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares 1,363 $429K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 949 shares; 2025Q4: 949 shares 949 $422K 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; 2024Q1: restricted; 2024Q2: 4,947 shares; 2024Q3: 4,947 shares; 2024Q4: 5,511 shares; 2025Q1: 5,002 shares; 2025Q2: 5,030 shares; 2025Q3: 5,030 shares; 2025Q4: 5,164 shares 5,164 $417K 0.01% +134 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 880 shares; 2024Q3: 894 shares; 2024Q4: 880 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares 995 $411K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,737 shares; 2024Q3: 3,267 shares; 2024Q4: 3,126 shares; 2025Q1: 3,238 shares; 2025Q2: 2,060 shares; 2025Q3: 2,495 shares; 2025Q4: 1,792 shares 1,792 $409K 0.01% -703 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,227 shares; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: 596 shares; 2025Q3: 567 shares; 2025Q4: 613 shares 613 $401K 0.01% +46 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; 2024Q1: restricted; 2024Q2: 2,959 shares; 2024Q3: 2,945 shares; 2024Q4: 2,945 shares; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares 2,945 $390K 0.01% 0 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,052 shares 3,052 $389K 0.01% +52 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,883 shares; 2024Q3: 7,841 shares; 2024Q4: 8,711 shares; 2025Q1: 8,583 shares; 2025Q2: 7,092 shares; 2025Q3: 7,136 shares; 2025Q4: 7,066 shares 7,066 $389K 0.01% -70 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 968 shares; 2024Q3: 765 shares; 2024Q4: 749 shares; 2025Q1: 741 shares; 2025Q2: 737 shares; 2025Q3: 747 shares; 2025Q4: 741 shares 741 $387K 0.01% -6 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,214 shares; 2024Q3: 3,711 shares; 2024Q4: 4,954 shares; 2025Q1: 4,433 shares; 2025Q2: 3,840 shares; 2025Q3: 3,973 shares; 2025Q4: 2,500 shares 2,500 $381K 0.01% -1,473 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,673 shares; 2024Q3: 1,601 shares; 2024Q4: 1,566 shares; 2025Q1: 1,586 shares; 2025Q2: 1,466 shares; 2025Q3: 1,468 shares; 2025Q4: 1,471 shares 1,471 $378K 0.01% +3 Timeline ADAG ADAGENE INC More: the full row for ADAGENE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 90,908 shares; 2024Q4: 199,610 shares; 2025Q1: 199,610 shares; 2025Q2: 199,610 shares; 2025Q3: 199,610 shares; 2025Q4: 199,610 shares 199,610 $377K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,663 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,656 shares 1,656 $375K 0.01% +2 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,342 shares; 2024Q3: 5,997 shares; 2024Q4: 7,004 shares; 2025Q1: 5,899 shares; 2025Q2: 5,854 shares; 2025Q3: 5,859 shares; 2025Q4: 6,000 shares 6,000 $361K 0.01% +141 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,865 shares; 2024Q3: 12,255 shares; 2024Q4: 12,275 shares; 2025Q1: 12,497 shares; 2025Q2: 15,852 shares; 2025Q3: 16,043 shares; 2025Q4: 11,936 shares 11,936 $357K 0.01% -4,107 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 194,934 shares; 2024Q4: 194,934 shares; 2025Q1: 194,934 shares; 2025Q2: 194,934 shares; 2025Q3: 194,934 shares; 2025Q4: 194,934 shares 194,934 $357K 0.01% 0 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; 2024Q1: restricted; 2024Q2: 4,465 shares; 2024Q3: 4,465 shares; 2024Q4: 4,465 shares; 2025Q1: 4,010 shares; 2025Q2: 4,012 shares; 2025Q3: 4,013 shares; 2025Q4: 3,956 shares 3,956 $353K 0.01% -57 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,110 shares; 2024Q3: 9,839 shares; 2024Q4: 9,681 shares; 2025Q1: 10,942 shares; 2025Q2: 9,681 shares; 2025Q3: 9,681 shares; 2025Q4: 9,681 shares 9,681 $351K 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,745 shares; 2025Q1: 1,766 shares; 2025Q2: 1,745 shares; 2025Q3: 1,868 shares; 2025Q4: 1,894 shares 1,894 $349K 0.01% +26 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,656 shares; 2025Q3: 4,656 shares; 2025Q4: 4,656 shares 4,656 $349K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,951 shares; 2025Q2: 2,681 shares; 2025Q3: 2,601 shares; 2025Q4: 2,967 shares 2,967 $346K 0.01% +366 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,993 shares; 2024Q3: 2,768 shares; 2024Q4: 2,581 shares; 2025Q1: 2,606 shares; 2025Q2: 2,581 shares; 2025Q3: 2,730 shares; 2025Q4: 2,779 shares 2,779 $341K 0.01% +49 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; 2024Q1: restricted; 2024Q2: 33,159 shares; 2024Q3: 33,159 shares; 2024Q4: 33,159 shares; 2025Q1: 35,659 shares; 2025Q2: 35,659 shares; 2025Q3: 35,659 shares; 2025Q4: 35,659 shares 35,659 $340K 0.01% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,165 shares; 2024Q3: 1,155 shares; 2024Q4: 2,078 shares; 2025Q1: 2,092 shares; 2025Q2: 2,078 shares; 2025Q3: 2,081 shares; 2025Q4: 1,135 shares 1,135 $336K 0.01% -946 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,516 shares; 2025Q3: 1,517 shares; 2025Q4: 2,147 shares 2,147 $333K 0.01% +630 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,837 shares; 2025Q3: 4,837 shares; 2025Q4: 7,255 shares 7,255 $333K 0.01% +2,418 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,244 shares; 2024Q3: 4,144 shares; 2024Q4: 4,131 shares; 2025Q1: 4,131 shares; 2025Q2: 4,131 shares; 2025Q3: 4,131 shares; 2025Q4: 4,131 shares 4,131 $332K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $326K 0.01% 0 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; 2024Q1: restricted; 2024Q2: 13,767 shares; 2024Q3: 13,767 shares; 2024Q4: 28,610 shares; 2025Q1: 13,767 shares; 2025Q2: 21,327 shares; 2025Q3: 24,162 shares; 2025Q4: 19,767 shares 19,767 $326K 0.01% -4,395 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $315K 0.01% 0 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; 2024Q1: restricted; 2024Q2: 4,435 shares; 2024Q3: 4,435 shares; 2024Q4: 4,435 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 4,588 shares; 2025Q4: 4,588 shares 4,588 $314K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,808 shares; 2025Q2: 2,354 shares; 2025Q3: 2,354 shares; 2025Q4: 2,614 shares 2,614 $313K 0.01% +260 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,178 shares; 2024Q3: 1,979 shares; 2024Q4: 1,941 shares; 2025Q1: 1,962 shares; 2025Q2: 1,941 shares; 2025Q3: 1,943 shares; 2025Q4: 1,951 shares 1,951 $312K 0.01% +8 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; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 174 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,020 shares 2,020 $310K 0.01% +3 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,112 shares; 2024Q3: 3,089 shares; 2024Q4: 3,089 shares; 2025Q1: 3,089 shares; 2025Q2: 2,939 shares; 2025Q3: 2,939 shares; 2025Q4: 2,939 shares 2,939 $301K 0.01% 0 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 72,713 shares; 2024Q3: 51,367 shares; 2024Q4: 31,190 shares; 2025Q1: 17,123 shares; 2025Q2: 10,798 shares; 2025Q3: 10,798 shares; 2025Q4: 10,960 shares 10,960 $297K 0.01% +162 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,783 shares; 2025Q1: 1,784 shares; 2025Q2: 1,785 shares; 2025Q3: 1,753 shares; 2025Q4: 1,754 shares 1,754 $295K 0.01% +1 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; 2024Q1: restricted; 2024Q2: 7,857 shares; 2024Q3: 5,009 shares; 2024Q4: 8,569 shares; 2025Q1: 7,895 shares; 2025Q2: 6,524 shares; 2025Q3: 6,029 shares; 2025Q4: 2,025 shares 2,025 $293K 0.01% -4,004 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,805 shares; 2024Q3: 1,717 shares; 2024Q4: 1,966 shares; 2025Q1: 1,690 shares; 2025Q2: 929 shares; 2025Q3: 991 shares; 2025Q4: 602 shares 602 $291K 0.01% -389 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,436 shares; 2024Q4: 15,273 shares; 2025Q1: 14,412 shares; 2025Q2: 14,412 shares; 2025Q3: 14,412 shares; 2025Q4: 14,412 shares 14,412 $288K 0.01% 0 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; 2024Q1: restricted; 2024Q2: 7,240 shares; 2024Q3: 7,240 shares; 2024Q4: 7,240 shares; 2025Q1: 7,280 shares; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares 1,342 $283K 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; 2024Q1: restricted; 2024Q2: 2,846 shares; 2024Q3: 2,720 shares; 2024Q4: 3,383 shares; 2025Q1: 3,205 shares; 2025Q2: 2,983 shares; 2025Q3: 3,004 shares; 2025Q4: 2,998 shares 2,998 $281K 0.01% -6 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; 2024Q1: restricted; 2024Q2: 28,661 shares; 2024Q3: 26,788 shares; 2024Q4: 19,486 shares; 2025Q1: 8,010 shares; 2025Q2: 8,060 shares; 2025Q3: 8,126 shares; 2025Q4: 6,951 shares 6,951 $277K 0.01% -1,175 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,721 shares; 2024Q3: 2,721 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,171 shares 6,171 $276K 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,096 shares; 2025Q3: 1,128 shares; 2025Q4: 1,138 shares 1,138 $276K 0.01% +10 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,652 shares; 2024Q3: 5,295 shares; 2024Q4: 6,045 shares; 2025Q1: 4,863 shares; 2025Q2: not reported; 2025Q3: 1,778 shares; 2025Q4: 1,785 shares 1,785 $275K 0.01% +7 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 433 shares; 2024Q3: not reported; 2024Q4: 310 shares; 2025Q1: 295 shares; 2025Q2: 202 shares; 2025Q3: 224 shares; 2025Q4: 2,893 shares 2,893 $271K 0.01% +2,669 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,259 shares; 2024Q4: 1,268 shares; 2025Q1: 1,278 shares; 2025Q2: 1,287 shares; 2025Q3: 1,296 shares; 2025Q4: 1,338 shares 1,338 $270K 0.01% +42 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; 2024Q1: restricted; 2024Q2: 2,245 shares; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares 1,433 $265K 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; 2024Q1: restricted; 2024Q2: 1,718 shares; 2024Q3: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares 1,258 $263K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,390 shares; 2024Q4: 1,655 shares; 2025Q1: 1,701 shares; 2025Q2: 1,700 shares; 2025Q3: 1,748 shares; 2025Q4: 1,723 shares 1,723 $262K 0.01% -25 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,717 shares; 2024Q3: 6,985 shares; 2024Q4: 6,767 shares; 2025Q1: 6,767 shares; 2025Q2: not reported; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares 2,121 $259K 0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,121 shares 1,121 $257K 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; 2024Q1: restricted; 2024Q2: 2,755 shares; 2024Q3: 2,755 shares; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,755 shares; 2025Q3: 2,755 shares; 2025Q4: 5,510 shares 5,510 $250K 0.01% +2,755 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,876 shares; 2025Q4: 5,873 shares 5,873 $250K 0.01% -3 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,730 shares; 2025Q4: 1,782 shares 1,782 $241K <0.01% +52 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,070 shares; 2024Q3: 5,768 shares; 2024Q4: 6,051 shares; 2025Q1: 7,222 shares; 2025Q2: 4,308 shares; 2025Q3: 3,888 shares; 2025Q4: 4,166 shares 4,166 $240K <0.01% +278 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,547 shares; 2025Q3: 2,549 shares; 2025Q4: 2,550 shares 2,550 $240K <0.01% +1 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,343 shares 4,343 $238K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,240 shares; 2024Q3: 3,535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,334 shares; 2025Q4: 1,140 shares 1,140 $234K <0.01% -194 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares 2,001 $232K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,120 shares; 2025Q2: not reported; 2025Q3: 2,554 shares; 2025Q4: 2,782 shares 2,782 $227K <0.01% +228 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,463 shares; 2025Q4: 3,425 shares 3,425 $216K <0.01% -1,038 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,051 shares; 2024Q3: 1,762 shares; 2024Q4: 1,898 shares; 2025Q1: 1,962 shares; 2025Q2: 1,596 shares; 2025Q3: 1,621 shares; 2025Q4: 1,343 shares 1,343 $215K <0.01% -278 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,556 shares; 2025Q4: 2,422 shares 2,422 $215K <0.01% -134 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares 2,700 $213K <0.01% new Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,313 shares; 2025Q4: 4,313 shares 4,313 $210K <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; 2024Q1: restricted; 2024Q2: 811 shares; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 675 shares; 2025Q2: 581 shares; 2025Q3: 615 shares; 2025Q4: 588 shares 588 $207K <0.01% -27 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 680 shares 680 $207K <0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares 232 $204K <0.01% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 354 shares 354 $203K <0.01% new 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; 2024Q1: restricted; 2024Q2: 12,092 shares; 2024Q3: 12,092 shares; 2024Q4: 12,092 shares; 2025Q1: 12,092 shares; 2025Q2: 12,092 shares; 2025Q3: 12,092 shares; 2025Q4: 12,092 shares 12,092 $168K <0.01% 0 Timeline CNTX CONTEXT THERAPEUTICS INC More: the full row for CONTEXT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 104,631 shares; 2024Q3: 104,631 shares; 2024Q4: 104,631 shares; 2025Q1: not reported; 2025Q2: 104,631 shares; 2025Q3: 104,631 shares; 2025Q4: 104,631 shares 104,631 $154K <0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 21,423 shares; 2024Q3: 21,423 shares; 2024Q4: 21,423 shares; 2025Q1: not reported; 2025Q2: 21,423 shares; 2025Q3: 50,033 shares; 2025Q4: 21,423 shares 21,423 $135K <0.01% -28,610 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,500 shares; 2024Q3: 13,500 shares; 2024Q4: 12,123 shares; 2025Q1: not reported; 2025Q2: 12,123 shares; 2025Q3: 12,123 shares; 2025Q4: 12,123 shares 12,123 $122K <0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,383 shares; 2024Q3: 12,383 shares; 2024Q4: 12,383 shares; 2025Q1: not reported; 2025Q2: 12,383 shares; 2025Q3: 12,383 shares; 2025Q4: 12,383 shares 12,383 $15.6K <0.01% 0 Timeline