VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009,915 shares; 2024Q4: 1,001,026 shares; 2025Q1: 996,704 shares; 2025Q2: 1,033,308 shares; 2025Q3: 1,022,916 shares; 2025Q4: 981,225 shares 981,225 $479M 9.75% -41,691 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198,818 shares; 2024Q4: 2,226,055 shares; 2025Q1: 2,264,782 shares; 2025Q2: 2,325,179 shares; 2025Q3: 2,403,735 shares; 2025Q4: 2,404,910 shares 2,404,910 $459M 9.36% +1,175 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,612,134 shares; 2024Q4: 3,894,399 shares; 2025Q1: 4,196,705 shares; 2025Q2: 4,444,040 shares; 2025Q3: 4,546,410 shares; 2025Q4: 3,277,563 shares 3,277,563 $293M 5.97% -1,268,847 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013,079 shares; 2024Q4: 1,046,712 shares; 2025Q1: 1,056,546 shares; 2025Q2: 1,081,327 shares; 2025Q3: 1,116,598 shares; 2025Q4: 1,123,663 shares 1,123,663 $290M 5.91% +7,065 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806,454 shares; 2024Q4: 834,925 shares; 2025Q1: 896,100 shares; 2025Q2: 1,005,665 shares; 2025Q3: 955,982 shares; 2025Q4: 937,240 shares 937,240 $255M 5.19% -18,742 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,369 shares; 2024Q4: 376,490 shares; 2025Q1: 385,923 shares; 2025Q2: 417,770 shares; 2025Q3: 409,227 shares; 2025Q4: 421,224 shares 421,224 $204M 4.15% +11,997 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,528 shares; 2024Q4: 693,225 shares; 2025Q1: 1,103,175 shares; 2025Q2: 1,048,760 shares; 2025Q3: 926,821 shares; 2025Q4: 903,244 shares 903,244 $168M 3.43% -23,577 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,455,229 shares 1,455,229 $120M 2.44% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,167 shares; 2024Q4: 331,581 shares; 2025Q1: 332,335 shares; 2025Q2: 327,929 shares; 2025Q3: 347,406 shares; 2025Q4: 328,132 shares 328,132 $110M 2.24% -19,274 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,118 shares; 2024Q4: 258,959 shares; 2025Q1: 366,204 shares; 2025Q2: 364,593 shares; 2025Q3: 353,916 shares; 2025Q4: 344,641 shares 344,641 $79.6M 1.62% -9,275 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280,621 shares; 2024Q4: 1,303,445 shares; 2025Q1: 1,295,041 shares; 2025Q2: 1,319,839 shares; 2025Q3: 1,306,423 shares; 2025Q4: 1,270,516 shares 1,270,516 $79.4M 1.62% -35,907 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,355 shares; 2024Q4: 417,635 shares; 2025Q1: 533,338 shares; 2025Q2: 604,727 shares; 2025Q3: 581,429 shares; 2025Q4: 606,886 shares 606,886 $72.9M 1.49% +25,457 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,639 shares; 2024Q4: 168,792 shares; 2025Q1: 208,636 shares; 2025Q2: 213,016 shares; 2025Q3: 210,368 shares; 2025Q4: 219,833 shares 219,833 $69M 1.41% +9,465 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,224 shares; 2024Q4: 104,118 shares; 2025Q1: 133,502 shares; 2025Q2: 130,761 shares; 2025Q3: 130,501 shares; 2025Q4: 126,922 shares 126,922 $60.1M 1.22% -3,579 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,236 shares; 2024Q4: 461,404 shares; 2025Q1: 483,625 shares; 2025Q2: 432,818 shares; 2025Q3: 418,324 shares; 2025Q4: 411,005 shares 411,005 $57.3M 1.17% -7,319 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,132 shares; 2024Q4: 119,707 shares; 2025Q1: 130,697 shares; 2025Q2: 125,695 shares; 2025Q3: 124,212 shares; 2025Q4: 121,741 shares 121,741 $54.7M 1.12% -2,471 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,110 shares; 2024Q4: 360,740 shares; 2025Q1: 366,227 shares; 2025Q2: 361,135 shares; 2025Q3: 349,411 shares; 2025Q4: 339,109 shares 339,109 $50.4M 1.03% -10,302 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,752 shares; 2024Q4: 185,834 shares; 2025Q1: 207,211 shares; 2025Q2: 235,130 shares; 2025Q3: 228,418 shares; 2025Q4: 221,880 shares 221,880 $46.7M 0.95% -6,538 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,358 shares; 2024Q4: 381,466 shares; 2025Q1: 426,940 shares; 2025Q2: 415,759 shares; 2025Q3: 421,528 shares; 2025Q4: 431,782 shares 431,782 $41.1M 0.84% +10,254 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,643 shares; 2024Q4: 306,904 shares; 2025Q1: 410,589 shares; 2025Q2: 532,093 shares; 2025Q3: 539,720 shares; 2025Q4: 529,756 shares 529,756 $40.8M 0.83% -9,964 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,012 shares; 2024Q4: 107,669 shares; 2025Q1: 117,193 shares; 2025Q2: 119,261 shares; 2025Q3: 122,185 shares; 2025Q4: 116,093 shares 116,093 $40.2M 0.82% -6,092 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,741 shares; 2024Q4: 111,891 shares; 2025Q1: 113,021 shares; 2025Q2: 114,137 shares; 2025Q3: 114,479 shares; 2025Q4: 117,818 shares 117,818 $36.9M 0.75% +3,339 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,499 shares; 2024Q4: 781,430 shares; 2025Q1: 794,298 shares; 2025Q2: 801,414 shares; 2025Q3: 796,192 shares; 2025Q4: 818,426 shares 818,426 $36.5M 0.74% +22,234 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,605 shares; 2024Q4: 52,040 shares; 2025Q1: 51,524 shares; 2025Q2: 53,994 shares; 2025Q3: 53,066 shares; 2025Q4: 52,547 shares 52,547 $35.8M 0.73% -519 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125,525 shares; 2024Q4: 1,366,730 shares; 2025Q1: 1,277,010 shares; 2025Q2: 1,180,302 shares; 2025Q3: 1,019,775 shares; 2025Q4: 696,849 shares 696,849 $35.1M 0.71% -322,926 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,656 shares; 2024Q4: 172,697 shares; 2025Q1: 187,489 shares; 2025Q2: 229,766 shares; 2025Q3: 230,151 shares; 2025Q4: 225,333 shares 225,333 $33.6M 0.68% -4,818 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,922 shares; 2024Q4: 566,094 shares; 2025Q1: 587,461 shares; 2025Q2: 592,462 shares; 2025Q3: 598,833 shares; 2025Q4: 719,062 shares 719,062 $33.5M 0.68% +120,229 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970,510 shares; 2024Q4: 929,983 shares; 2025Q1: 900,148 shares; 2025Q2: 930,798 shares; 2025Q3: 908,604 shares; 2025Q4: 878,847 shares 878,847 $33.5M 0.68% -29,757 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,364 shares; 2024Q4: 505,944 shares; 2025Q1: 516,897 shares; 2025Q2: 512,429 shares; 2025Q3: 524,692 shares; 2025Q4: 527,722 shares 527,722 $30.1M 0.61% +3,030 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,162 shares; 2024Q4: 34,152 shares; 2025Q1: 43,184 shares; 2025Q2: 41,832 shares; 2025Q3: 40,887 shares; 2025Q4: 41,711 shares 41,711 $27.5M 0.56% +824 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,973 shares; 2024Q4: 479,164 shares; 2025Q1: 528,798 shares; 2025Q2: 504,616 shares; 2025Q3: 540,067 shares; 2025Q4: 689,181 shares 689,181 $27.3M 0.56% +149,114 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622,460 shares; 2024Q4: 588,641 shares; 2025Q1: 626,289 shares; 2025Q2: 621,600 shares; 2025Q3: 618,584 shares; 2025Q4: 599,664 shares 599,664 $26.5M 0.54% -18,920 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182,428 shares; 2024Q4: 1,053,641 shares; 2025Q1: 937,580 shares; 2025Q2: 911,962 shares; 2025Q3: 856,173 shares; 2025Q4: 773,451 shares 773,451 $25.2M 0.51% -82,722 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,110 shares; 2024Q4: 22,818 shares; 2025Q1: 29,937 shares; 2025Q2: 39,241 shares; 2025Q3: 38,615 shares; 2025Q4: 36,737 shares 36,737 $25.2M 0.51% -1,878 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,360 shares; 2024Q4: 65,972 shares; 2025Q1: 65,329 shares; 2025Q2: 65,316 shares; 2025Q3: 65,047 shares; 2025Q4: 63,640 shares 63,640 $23.8M 0.48% -1,407 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,059 shares; 2024Q4: 80,213 shares; 2025Q1: 88,270 shares; 2025Q2: 89,451 shares; 2025Q3: 70,221 shares; 2025Q4: 67,360 shares 67,360 $21.7M 0.44% -2,861 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,013 shares; 2024Q4: 34,649 shares; 2025Q1: 32,857 shares; 2025Q2: 33,976 shares; 2025Q3: 36,202 shares; 2025Q4: 34,976 shares 34,976 $21.5M 0.44% -1,226 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,244 shares; 2024Q4: 248,720 shares; 2025Q1: 233,759 shares; 2025Q2: 265,654 shares; 2025Q3: 260,808 shares; 2025Q4: 297,096 shares 297,096 $20.7M 0.42% +36,288 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,168 shares; 2024Q4: 504,511 shares; 2025Q1: 474,674 shares; 2025Q2: 488,074 shares; 2025Q3: 478,451 shares; 2025Q4: 441,737 shares 441,737 $20.7M 0.42% -36,714 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 207,417 shares; 2025Q2: 229,848 shares; 2025Q3: 240,035 shares; 2025Q4: 459,715 shares 459,715 $20.1M 0.41% +219,680 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 316,599 shares; 2025Q2: 326,428 shares; 2025Q3: 320,673 shares; 2025Q4: 257,273 shares 257,273 $19.8M 0.4% -63,400 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,036 shares; 2024Q4: 376,097 shares; 2025Q1: 378,263 shares; 2025Q2: 365,839 shares; 2025Q3: 357,208 shares; 2025Q4: 356,500 shares 356,500 $19.2M 0.39% -708 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,755 shares; 2024Q4: 16,963 shares; 2025Q1: 18,746 shares; 2025Q2: 18,836 shares; 2025Q3: 19,567 shares; 2025Q4: 195,845 shares 195,845 $18.4M 0.37% +176,278 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 413,133 shares; 2025Q2: 412,884 shares; 2025Q3: 407,663 shares; 2025Q4: 412,811 shares 412,811 $18.4M 0.37% +5,148 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,024 shares; 2024Q4: 385,000 shares; 2025Q1: 381,117 shares; 2025Q2: 852,336 shares; 2025Q3: 828,325 shares; 2025Q4: 759,394 shares 759,394 $18.3M 0.37% -68,931 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,468 shares; 2024Q4: 33,271 shares; 2025Q1: 31,819 shares; 2025Q2: 31,731 shares; 2025Q3: 31,682 shares; 2025Q4: 32,088 shares 32,088 $18.2M 0.37% +406 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,350 shares; 2024Q4: 201,609 shares; 2025Q1: 198,803 shares; 2025Q2: 205,491 shares; 2025Q3: 211,890 shares; 2025Q4: 223,998 shares 223,998 $17.4M 0.35% +12,108 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,876 shares; 2024Q4: 50,527 shares; 2025Q1: 51,209 shares; 2025Q2: 51,946 shares; 2025Q3: 49,188 shares; 2025Q4: 47,384 shares 47,384 $16.6M 0.34% -1,804 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,667 shares; 2024Q4: 14,494 shares; 2025Q1: 14,546 shares; 2025Q2: 15,481 shares; 2025Q3: 14,059 shares; 2025Q4: 15,109 shares 15,109 $16.2M 0.33% +1,050 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,067 shares; 2024Q4: 59,236 shares; 2025Q1: 58,042 shares; 2025Q2: 79,512 shares; 2025Q3: 68,000 shares; 2025Q4: 64,200 shares 64,200 $14.1M 0.29% -3,800 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,856 shares; 2024Q4: 35,601 shares; 2025Q1: 38,993 shares; 2025Q2: 39,104 shares; 2025Q3: 38,742 shares; 2025Q4: 40,658 shares 40,658 $14M 0.29% +1,916 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,383 shares; 2024Q4: 410,791 shares; 2025Q1: 379,688 shares; 2025Q2: 368,135 shares; 2025Q3: 354,850 shares; 2025Q4: 357,408 shares 357,408 $13.6M 0.28% +2,558 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,045 shares; 2024Q4: 74,533 shares; 2025Q1: 68,447 shares; 2025Q2: 68,131 shares; 2025Q3: 66,671 shares; 2025Q4: 64,968 shares 64,968 $13.4M 0.27% -1,703 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,657 shares; 2024Q4: 54,452 shares; 2025Q1: 54,109 shares; 2025Q2: 54,404 shares; 2025Q3: 52,192 shares; 2025Q4: 51,916 shares 51,916 $13.3M 0.27% -276 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,082 shares; 2024Q4: 68,197 shares; 2025Q1: 54,290 shares; 2025Q2: 48,628 shares; 2025Q3: 74,456 shares; 2025Q4: 66,777 shares 66,777 $13M 0.27% -7,679 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: restricted; 2024Q3: 4,413 shares; 2024Q4: 4,414 shares; 2025Q1: 7,428 shares; 2025Q2: 113,571 shares; 2025Q3: 107,229 shares; 2025Q4: 106,237 shares 106,237 $12.9M 0.26% -992 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,348 shares; 2024Q4: 86,278 shares; 2025Q1: 94,748 shares; 2025Q2: 95,398 shares; 2025Q3: 96,060 shares; 2025Q4: 96,532 shares 96,532 $11.6M 0.24% +472 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,574 shares; 2024Q4: 50,391 shares; 2025Q1: 92,927 shares; 2025Q2: 122,365 shares; 2025Q3: 124,266 shares; 2025Q4: 174,801 shares 174,801 $11.5M 0.24% +50,535 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,311 shares; 2024Q4: 205,258 shares; 2025Q1: 203,239 shares; 2025Q2: 544,471 shares; 2025Q3: 497,889 shares; 2025Q4: 426,374 shares 426,374 $11.5M 0.23% -71,515 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,877 shares; 2024Q4: 110,432 shares; 2025Q1: 108,366 shares; 2025Q2: 132,818 shares; 2025Q3: 134,523 shares; 2025Q4: 192,093 shares 192,093 $11.4M 0.23% +57,570 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,224 shares; 2024Q4: 13,498 shares; 2025Q1: 14,074 shares; 2025Q2: 15,223 shares; 2025Q3: 15,296 shares; 2025Q4: 13,234 shares 13,234 $11.4M 0.23% -2,062 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,822 shares; 2024Q4: 16,306 shares; 2025Q1: 16,737 shares; 2025Q2: 17,227 shares; 2025Q3: 16,829 shares; 2025Q4: 17,164 shares 17,164 $10.8M 0.22% +335 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,204 shares; 2024Q4: 122,701 shares; 2025Q1: 120,384 shares; 2025Q2: 150,935 shares; 2025Q3: 151,072 shares; 2025Q4: 149,770 shares 149,770 $10.7M 0.22% -1,302 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 132,502 shares; 2025Q1: 136,590 shares; 2025Q2: 141,437 shares; 2025Q3: 186,021 shares; 2025Q4: 207,529 shares 207,529 $10.4M 0.21% +21,508 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,392 shares; 2024Q4: 89,391 shares; 2025Q1: 97,112 shares; 2025Q2: 99,789 shares; 2025Q3: 98,296 shares; 2025Q4: 103,058 shares 103,058 $10.1M 0.21% +4,762 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,457 shares; 2024Q4: 188,720 shares; 2025Q1: 205,816 shares; 2025Q2: 210,701 shares; 2025Q3: 212,108 shares; 2025Q4: 221,362 shares 221,362 $9.97M 0.2% +9,254 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,689 shares; 2024Q4: 60,839 shares; 2025Q1: 53,439 shares; 2025Q2: 42,159 shares; 2025Q3: 49,201 shares; 2025Q4: 39,107 shares 39,107 $9.1M 0.19% -10,094 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,581 shares; 2024Q4: 39,474 shares; 2025Q1: 56,946 shares; 2025Q2: 55,747 shares; 2025Q3: 59,289 shares; 2025Q4: 58,188 shares 58,188 $8.87M 0.18% -1,101 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,733 shares; 2024Q4: 47,753 shares; 2025Q1: 48,019 shares; 2025Q2: 47,807 shares; 2025Q3: 46,861 shares; 2025Q4: 37,264 shares 37,264 $8.51M 0.17% -9,597 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,044 shares; 2024Q4: 176,610 shares; 2025Q1: 210,425 shares; 2025Q2: 210,242 shares; 2025Q3: 218,633 shares; 2025Q4: 233,833 shares 233,833 $8.47M 0.17% +15,200 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,298 shares; 2024Q4: 85,712 shares; 2025Q1: 87,182 shares; 2025Q2: 108,099 shares; 2025Q3: 103,987 shares; 2025Q4: 92,682 shares 92,682 $8.2M 0.17% -11,305 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,974 shares; 2025Q1: 9,840 shares; 2025Q2: 9,859 shares; 2025Q3: 7,604 shares; 2025Q4: 7,399 shares 7,399 $7.92M 0.16% -205 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,866 shares; 2024Q4: 85,679 shares; 2025Q1: 86,381 shares; 2025Q2: 84,881 shares; 2025Q3: 84,312 shares; 2025Q4: 84,775 shares 84,775 $7.9M 0.16% +463 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,601 shares; 2024Q4: 92,086 shares; 2025Q1: 105,985 shares; 2025Q2: 156,739 shares; 2025Q3: 173,750 shares; 2025Q4: 169,146 shares 169,146 $7.78M 0.16% -4,604 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741,770 shares; 2024Q4: 3,079,958 shares; 2025Q1: 426,689 shares; 2025Q2: 248,061 shares; 2025Q3: 205,382 shares; 2025Q4: 104,664 shares 104,664 $7.75M 0.16% -100,718 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,315 shares; 2024Q4: 168,157 shares; 2025Q1: 162,969 shares; 2025Q2: 169,321 shares; 2025Q3: 169,478 shares; 2025Q4: 169,897 shares 169,897 $7.74M 0.16% +419 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,494 shares; 2024Q4: 119,589 shares; 2025Q1: 120,415 shares; 2025Q2: 116,830 shares; 2025Q3: 116,107 shares; 2025Q4: 114,616 shares 114,616 $7.7M 0.16% -1,491 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,755 shares; 2024Q4: 49,783 shares; 2025Q1: 48,332 shares; 2025Q2: 49,576 shares; 2025Q3: 51,852 shares; 2025Q4: 49,622 shares 49,622 $7.12M 0.15% -2,230 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: restricted; 2024Q3: not reported; 2024Q4: 6,603 shares; 2025Q1: 14,498 shares; 2025Q2: 80,265 shares; 2025Q3: 77,633 shares; 2025Q4: 76,459 shares 76,459 $7.06M 0.14% -1,174 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,016 shares; 2024Q4: 117,345 shares; 2025Q1: 155,568 shares; 2025Q2: 153,444 shares; 2025Q3: 131,051 shares; 2025Q4: 123,686 shares 123,686 $6.8M 0.14% -7,365 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,512 shares; 2024Q4: 63,225 shares; 2025Q1: 61,662 shares; 2025Q2: 57,035 shares; 2025Q3: 51,479 shares; 2025Q4: 48,856 shares 48,856 $6.8M 0.14% -2,623 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,743 shares; 2025Q1: 52,539 shares; 2025Q2: 47,404 shares; 2025Q3: 44,576 shares; 2025Q4: 39,142 shares 39,142 $6.7M 0.14% -5,434 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,483 shares; 2024Q4: 51,749 shares; 2025Q1: 50,280 shares; 2025Q2: 52,219 shares; 2025Q3: 48,154 shares; 2025Q4: 46,417 shares 46,417 $6.65M 0.14% -1,737 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,297 shares; 2024Q4: 727,616 shares; 2025Q1: 675,454 shares; 2025Q2: 656,733 shares; 2025Q3: 651,392 shares; 2025Q4: 638,212 shares 638,212 $6.64M 0.14% -13,180 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,534 shares; 2025Q3: 145,749 shares; 2025Q4: 122,745 shares 122,745 $6.48M 0.13% -23,004 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,749 shares; 2024Q4: 33,105 shares; 2025Q1: 33,185 shares; 2025Q2: 32,970 shares; 2025Q3: 30,150 shares; 2025Q4: 30,143 shares 30,143 $6.46M 0.13% -7 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,396 shares; 2025Q2: 49,838 shares; 2025Q3: 63,947 shares; 2025Q4: 81,097 shares 81,097 $6.32M 0.13% +17,150 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,684 shares; 2024Q4: 80,749 shares; 2025Q1: 80,458 shares; 2025Q2: 79,702 shares; 2025Q3: 78,432 shares; 2025Q4: 84,510 shares 84,510 $6.27M 0.13% +6,078 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,258 shares; 2025Q1: 7,258 shares; 2025Q2: 7,256 shares; 2025Q3: 7,228 shares; 2025Q4: 21,681 shares 21,681 $6.23M 0.13% +14,453 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,880 shares; 2024Q4: 16,858 shares; 2025Q1: 16,868 shares; 2025Q2: 16,375 shares; 2025Q3: 16,087 shares; 2025Q4: 15,868 shares 15,868 $6.14M 0.13% -219 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,802 shares; 2024Q4: 50,030 shares; 2025Q1: 53,485 shares; 2025Q2: 53,696 shares; 2025Q3: 53,500 shares; 2025Q4: 54,581 shares 54,581 $6.08M 0.12% +1,081 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,296 shares; 2024Q4: 15,424 shares; 2025Q1: 20,189 shares; 2025Q2: 20,983 shares; 2025Q3: 21,314 shares; 2025Q4: 42,217 shares 42,217 $6.08M 0.12% +20,903 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,145 shares; 2024Q4: 15,869 shares; 2025Q1: 17,617 shares; 2025Q2: 17,987 shares; 2025Q3: 18,843 shares; 2025Q4: 19,935 shares 19,935 $5.91M 0.12% +1,092 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,541 shares; 2024Q4: 13,084 shares; 2025Q1: 11,241 shares; 2025Q2: 11,441 shares; 2025Q3: 7,742 shares; 2025Q4: 7,068 shares 7,068 $5.72M 0.12% -674 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,622 shares; 2025Q1: 4,784 shares; 2025Q2: 18,982 shares; 2025Q3: 18,558 shares; 2025Q4: 17,799 shares 17,799 $5.6M 0.11% -759 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,007 shares; 2024Q4: 164,757 shares; 2025Q1: 161,780 shares; 2025Q2: 129,000 shares; 2025Q3: 117,485 shares; 2025Q4: 109,615 shares 109,615 $5.52M 0.11% -7,870 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,225 shares; 2024Q4: 22,353 shares; 2025Q1: 20,930 shares; 2025Q2: 19,757 shares; 2025Q3: 18,216 shares; 2025Q4: 16,958 shares 16,958 $5.5M 0.11% -1,258 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,112 shares; 2024Q4: 8,019 shares; 2025Q1: 10,612 shares; 2025Q2: 10,479 shares; 2025Q3: 10,297 shares; 2025Q4: 9,551 shares 9,551 $5.47M 0.11% -746 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,490 shares; 2024Q4: 85,069 shares; 2025Q1: 84,421 shares; 2025Q2: 80,792 shares; 2025Q3: 78,119 shares; 2025Q4: 49,370 shares 49,370 $5.44M 0.11% -28,749 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,443 shares; 2024Q4: 59,303 shares; 2025Q1: 57,490 shares; 2025Q2: 57,618 shares; 2025Q3: 57,029 shares; 2025Q4: 56,354 shares 56,354 $5.41M 0.11% -675 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 14,799 shares; 2025Q1: 15,271 shares; 2025Q2: 13,162 shares; 2025Q3: 9,781 shares; 2025Q4: 9,461 shares 9,461 $5.4M 0.11% -320 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,380 shares; 2024Q4: 53,377 shares; 2025Q1: 63,560 shares; 2025Q2: 63,456 shares; 2025Q3: 63,793 shares; 2025Q4: 69,490 shares 69,490 $5.35M 0.11% +5,697 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 5,425 shares; 2025Q1: 6,121 shares; 2025Q2: 7,959 shares; 2025Q3: 7,663 shares; 2025Q4: 6,876 shares 6,876 $5.18M 0.11% -787 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,580 shares; 2024Q4: 73,607 shares; 2025Q1: 68,789 shares; 2025Q2: 63,357 shares; 2025Q3: 60,444 shares; 2025Q4: 54,622 shares 54,622 $5.13M 0.1% -5,822 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,996 shares; 2024Q4: 16,679 shares; 2025Q1: 16,776 shares; 2025Q2: 17,135 shares; 2025Q3: 16,872 shares; 2025Q4: 16,745 shares 16,745 $5.12M 0.1% -127 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: restricted; 2024Q3: not reported; 2024Q4: 5,805 shares; 2025Q1: 54,977 shares; 2025Q2: 63,693 shares; 2025Q3: 74,732 shares; 2025Q4: 102,934 shares 102,934 $5.11M 0.1% +28,202 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,393 shares; 2024Q4: 35,472 shares; 2025Q1: 34,586 shares; 2025Q2: 180,113 shares; 2025Q3: 169,224 shares; 2025Q4: 154,337 shares 154,337 $5.05M 0.1% -14,887 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,799 shares; 2024Q4: 139,610 shares; 2025Q1: 130,946 shares; 2025Q2: 192,161 shares; 2025Q3: 192,309 shares; 2025Q4: 176,874 shares 176,874 $5.04M 0.1% -15,435 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,565 shares; 2024Q4: 109,795 shares; 2025Q1: 107,570 shares; 2025Q2: 107,545 shares; 2025Q3: 108,277 shares; 2025Q4: 107,532 shares 107,532 $5.03M 0.1% -745 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,148 shares; 2024Q4: 21,383 shares; 2025Q1: 21,626 shares; 2025Q2: 17,350 shares; 2025Q3: 16,050 shares; 2025Q4: 15,147 shares 15,147 $5M 0.1% -903 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,922 shares; 2024Q4: 19,181 shares; 2025Q1: 20,400 shares; 2025Q2: 20,388 shares; 2025Q3: 20,612 shares; 2025Q4: 20,577 shares 20,577 $4.96M 0.1% -35 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,735 shares; 2025Q1: 8,524 shares; 2025Q2: 9,037 shares; 2025Q3: 8,536 shares; 2025Q4: 12,422 shares 12,422 $4.92M 0.1% +3,886 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,197 shares; 2024Q4: 43,140 shares; 2025Q1: 33,691 shares; 2025Q2: 32,179 shares; 2025Q3: 68,095 shares; 2025Q4: 63,559 shares 63,559 $4.79M 0.1% -4,536 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,672 shares; 2025Q1: 54,035 shares; 2025Q2: 56,928 shares; 2025Q3: 57,289 shares; 2025Q4: 56,019 shares 56,019 $4.74M 0.1% -1,270 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,422 shares; 2024Q4: 174,574 shares; 2025Q1: 164,825 shares; 2025Q2: 154,789 shares; 2025Q3: 124,839 shares; 2025Q4: 126,434 shares 126,434 $4.67M 0.1% +1,595 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,182 shares; 2024Q4: 41,428 shares; 2025Q1: 40,876 shares; 2025Q2: 40,877 shares; 2025Q3: 37,781 shares; 2025Q4: 37,529 shares 37,529 $4.63M 0.09% -252 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: restricted; 2024Q3: not reported; 2024Q4: 67,687 shares; 2025Q1: 67,687 shares; 2025Q2: 67,736 shares; 2025Q3: 67,736 shares; 2025Q4: 67,792 shares 67,792 $4.55M 0.09% +56 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,035 shares; 2024Q4: 25,481 shares; 2025Q1: 31,132 shares; 2025Q2: 30,667 shares; 2025Q3: 27,945 shares; 2025Q4: 26,030 shares 26,030 $4.52M 0.09% -1,915 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,235 shares; 2024Q4: 82,529 shares; 2025Q1: 87,822 shares; 2025Q2: 94,204 shares; 2025Q3: 96,385 shares; 2025Q4: 97,086 shares 97,086 $4.51M 0.09% +701 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 12,248 shares; 2025Q1: 12,283 shares; 2025Q2: 12,098 shares; 2025Q3: 11,619 shares; 2025Q4: 9,472 shares 9,472 $4.44M 0.09% -2,147 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,431 shares; 2024Q4: 23,784 shares; 2025Q1: 23,999 shares; 2025Q2: 23,819 shares; 2025Q3: 23,358 shares; 2025Q4: 23,399 shares 23,399 $4.29M 0.09% +41 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,818 shares; 2024Q4: 105,260 shares; 2025Q1: 99,109 shares; 2025Q2: 80,393 shares; 2025Q3: 79,093 shares; 2025Q4: 74,424 shares 74,424 $4.28M 0.09% -4,669 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,364 shares; 2024Q4: 23,184 shares; 2025Q1: 11,137 shares; 2025Q2: 44,044 shares; 2025Q3: 42,278 shares; 2025Q4: 39,995 shares 39,995 $4.27M 0.09% -2,283 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,870 shares 14,870 $4.22M 0.09% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,903 shares; 2024Q4: 8,504 shares; 2025Q1: 11,377 shares; 2025Q2: 12,836 shares; 2025Q3: 12,192 shares; 2025Q4: 11,988 shares 11,988 $4.21M 0.09% -204 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,294 shares; 2024Q4: 13,576 shares; 2025Q1: 16,144 shares; 2025Q2: 15,977 shares; 2025Q3: 12,784 shares; 2025Q4: 12,433 shares 12,433 $4.19M 0.09% -351 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,516 shares; 2024Q4: 30,012 shares; 2025Q1: 31,716 shares; 2025Q2: 31,314 shares; 2025Q3: 23,330 shares; 2025Q4: 22,412 shares 22,412 $4.13M 0.08% -918 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,986 shares; 2024Q4: 25,275 shares; 2025Q1: 34,944 shares; 2025Q2: 34,926 shares; 2025Q3: 34,032 shares; 2025Q4: 32,794 shares 32,794 $4.11M 0.08% -1,238 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 6,579 shares; 2025Q1: 7,619 shares; 2025Q2: 5,532 shares; 2025Q3: 5,202 shares; 2025Q4: 26,619 shares 26,619 $4.08M 0.08% +21,417 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,465 shares; 2025Q1: 5,131 shares; 2025Q2: 5,286 shares; 2025Q3: 5,396 shares; 2025Q4: 4,596 shares 4,596 $4.04M 0.08% -800 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,141 shares; 2025Q3: 54,647 shares; 2025Q4: 50,220 shares 50,220 $4.03M 0.08% -4,427 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,584 shares; 2024Q4: 25,135 shares; 2025Q1: 23,255 shares; 2025Q2: 22,672 shares; 2025Q3: 24,166 shares; 2025Q4: 23,322 shares 23,322 $3.99M 0.08% -844 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,181 shares; 2024Q4: 17,181 shares; 2025Q1: 17,085 shares; 2025Q2: 26,491 shares; 2025Q3: 26,717 shares; 2025Q4: 32,732 shares 32,732 $3.96M 0.08% +6,015 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,717 shares; 2024Q4: 64,822 shares; 2025Q1: 61,181 shares; 2025Q2: 58,867 shares; 2025Q3: 58,465 shares; 2025Q4: 57,481 shares 57,481 $3.95M 0.08% -984 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,574 shares; 2024Q4: 24,031 shares; 2025Q1: 24,465 shares; 2025Q2: 24,346 shares; 2025Q3: 17,430 shares; 2025Q4: 14,895 shares 14,895 $3.95M 0.08% -2,535 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,731 shares; 2024Q4: 13,512 shares; 2025Q1: 15,049 shares; 2025Q2: 14,900 shares; 2025Q3: 13,584 shares; 2025Q4: 12,656 shares 12,656 $3.9M 0.08% -928 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 6,171 shares; 2025Q1: 6,231 shares; 2025Q2: 6,032 shares; 2025Q3: 6,055 shares; 2025Q4: 6,809 shares 6,809 $3.88M 0.08% +754 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 9,656 shares; 2025Q1: 10,176 shares; 2025Q2: 10,315 shares; 2025Q3: 10,359 shares; 2025Q4: 10,492 shares 10,492 $3.88M 0.08% +133 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,500 shares; 2025Q4: 40,196 shares 40,196 $3.87M 0.08% -24,304 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,554 shares; 2024Q4: 46,912 shares; 2025Q1: 44,457 shares; 2025Q2: 45,530 shares; 2025Q3: 46,907 shares; 2025Q4: 45,306 shares 45,306 $3.86M 0.08% -1,601 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 5,017 shares; 2025Q1: 13,517 shares; 2025Q2: 13,250 shares; 2025Q3: 12,943 shares; 2025Q4: 11,940 shares 11,940 $3.8M 0.08% -1,003 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,834 shares; 2024Q4: 44,775 shares; 2025Q1: 44,603 shares; 2025Q2: 44,610 shares; 2025Q3: 44,635 shares; 2025Q4: 43,384 shares 43,384 $3.79M 0.08% -1,251 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,053 shares; 2024Q4: 37,994 shares; 2025Q1: 39,249 shares; 2025Q2: 37,792 shares; 2025Q3: 35,726 shares; 2025Q4: 35,155 shares 35,155 $3.77M 0.08% -571 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 19,967 shares; 2025Q1: 19,862 shares; 2025Q2: 19,879 shares; 2025Q3: 18,951 shares; 2025Q4: 18,529 shares 18,529 $3.77M 0.08% -422 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,602 shares; 2024Q4: 25,606 shares; 2025Q1: 25,599 shares; 2025Q2: 23,901 shares; 2025Q3: 22,836 shares; 2025Q4: 16,763 shares 16,763 $3.74M 0.08% -6,073 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: restricted; 2024Q3: 14,120 shares; 2024Q4: 13,000 shares; 2025Q1: 13,096 shares; 2025Q2: 12,830 shares; 2025Q3: 14,939 shares; 2025Q4: 16,204 shares 16,204 $3.71M 0.08% +1,265 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125,199 shares; 2024Q4: 3,375,858 shares; 2025Q1: 532,836 shares; 2025Q2: 355,216 shares; 2025Q3: 291,946 shares; 2025Q4: 108,530 shares 108,530 $3.67M 0.07% -183,416 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,455 shares; 2025Q2: 70,190 shares; 2025Q3: 73,481 shares; 2025Q4: 132,313 shares 132,313 $3.65M 0.07% +58,832 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,833 shares; 2025Q2: 64,183 shares; 2025Q3: 69,873 shares; 2025Q4: 136,954 shares 136,954 $3.63M 0.07% +67,081 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,608 shares; 2024Q4: 12,626 shares; 2025Q1: 16,177 shares; 2025Q2: 16,119 shares; 2025Q3: 15,856 shares; 2025Q4: 15,199 shares 15,199 $3.52M 0.07% -657 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,330 shares; 2024Q4: 87,796 shares; 2025Q1: 89,307 shares; 2025Q2: 101,831 shares; 2025Q3: 101,123 shares; 2025Q4: 97,344 shares 97,344 $3.46M 0.07% -3,779 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 9,311 shares; 2025Q1: 11,250 shares; 2025Q2: 11,073 shares; 2025Q3: 10,705 shares; 2025Q4: 10,905 shares 10,905 $3.4M 0.07% +200 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,359 shares; 2024Q4: 10,463 shares; 2025Q1: 10,991 shares; 2025Q2: 11,370 shares; 2025Q3: 10,589 shares; 2025Q4: 10,326 shares 10,326 $3.38M 0.07% -263 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,175 shares; 2024Q4: 26,819 shares; 2025Q1: 26,728 shares; 2025Q2: 26,648 shares; 2025Q3: 25,752 shares; 2025Q4: 24,595 shares 24,595 $3.35M 0.07% -1,157 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,206 shares; 2024Q4: 17,521 shares; 2025Q1: 21,660 shares; 2025Q2: 20,768 shares; 2025Q3: 19,311 shares; 2025Q4: 17,055 shares 17,055 $3.33M 0.07% -2,256 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 5,302 shares; 2025Q1: 15,650 shares; 2025Q2: 14,174 shares; 2025Q3: 12,448 shares; 2025Q4: 11,357 shares 11,357 $3.24M 0.07% -1,091 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: not reported; 2025Q1: 58,730 shares; 2025Q2: 48,956 shares; 2025Q3: 46,845 shares; 2025Q4: 28,357 shares 28,357 $3.22M 0.07% -18,488 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,351 shares; 2024Q4: 80,751 shares; 2025Q1: 72,803 shares; 2025Q2: 71,058 shares; 2025Q3: 69,163 shares; 2025Q4: 70,148 shares 70,148 $3.22M 0.07% +985 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 12,236 shares; 2025Q1: 12,447 shares; 2025Q2: 14,606 shares; 2025Q3: 13,110 shares; 2025Q4: 12,972 shares 12,972 $3.19M 0.07% -138 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,856 shares; 2024Q4: 49,512 shares; 2025Q1: 53,225 shares; 2025Q2: 54,481 shares; 2025Q3: 54,483 shares; 2025Q4: 57,942 shares 57,942 $3.17M 0.06% +3,459 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,738 shares; 2024Q4: 26,281 shares; 2025Q1: 28,808 shares; 2025Q2: 28,259 shares; 2025Q3: 28,194 shares; 2025Q4: 27,268 shares 27,268 $3.1M 0.06% -926 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,266 shares; 2024Q4: 10,262 shares; 2025Q1: 10,268 shares; 2025Q2: 10,224 shares; 2025Q3: 10,288 shares; 2025Q4: 9,959 shares 9,959 $3.09M 0.06% -329 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,930 shares; 2024Q4: 77,481 shares; 2025Q1: 76,366 shares; 2025Q2: 75,638 shares; 2025Q3: 75,570 shares; 2025Q4: 75,293 shares 75,293 $3.08M 0.06% -277 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,862 shares; 2024Q4: 6,210 shares; 2025Q1: 9,820 shares; 2025Q2: 10,495 shares; 2025Q3: 10,779 shares; 2025Q4: 10,097 shares 10,097 $3.07M 0.06% -682 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,979 shares; 2024Q4: 23,910 shares; 2025Q1: 22,968 shares; 2025Q2: 23,978 shares; 2025Q3: 23,781 shares; 2025Q4: 21,535 shares 21,535 $3.04M 0.06% -2,246 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,050 shares; 2024Q4: 32,752 shares; 2025Q1: 32,539 shares; 2025Q2: 30,331 shares; 2025Q3: 27,459 shares; 2025Q4: 28,781 shares 28,781 $3.03M 0.06% +1,322 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,138 shares; 2024Q4: 37,379 shares; 2025Q1: 41,136 shares; 2025Q2: 41,805 shares; 2025Q3: 41,679 shares; 2025Q4: 42,426 shares 42,426 $2.97M 0.06% +747 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,634 shares; 2024Q4: 44,670 shares; 2025Q1: 44,683 shares; 2025Q2: 44,875 shares; 2025Q3: 116,417 shares; 2025Q4: 112,519 shares 112,519 $2.95M 0.06% -3,898 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,282 shares; 2024Q4: 12,117 shares; 2025Q1: 8,663 shares; 2025Q2: 8,573 shares; 2025Q3: 4,433 shares; 2025Q4: 4,421 shares 4,421 $2.93M 0.06% -12 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,941 shares; 2025Q1: 30,539 shares; 2025Q2: 30,929 shares; 2025Q3: 31,651 shares; 2025Q4: 66,368 shares 66,368 $2.82M 0.06% +34,717 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,214 shares; 2024Q4: 35,752 shares; 2025Q1: 33,950 shares; 2025Q2: 33,686 shares; 2025Q3: 32,110 shares; 2025Q4: 31,678 shares 31,678 $2.79M 0.06% -432 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 4,527 shares; 2025Q1: 4,585 shares; 2025Q2: 14,449 shares; 2025Q3: 15,057 shares; 2025Q4: 13,174 shares 13,174 $2.79M 0.06% -1,883 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,331 shares; 2024Q4: 36,911 shares; 2025Q1: 35,820 shares; 2025Q2: 40,289 shares; 2025Q3: 35,011 shares; 2025Q4: 34,626 shares 34,626 $2.78M 0.06% -385 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,032 shares; 2024Q4: 13,870 shares; 2025Q1: 14,720 shares; 2025Q2: 14,687 shares; 2025Q3: 14,913 shares; 2025Q4: 13,829 shares 13,829 $2.75M 0.06% -1,084 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,186 shares; 2024Q4: 20,436 shares; 2025Q1: 17,764 shares; 2025Q2: 17,661 shares; 2025Q3: 16,900 shares; 2025Q4: 19,082 shares 19,082 $2.74M 0.06% +2,182 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,391 shares; 2024Q4: 35,913 shares; 2025Q1: 36,566 shares; 2025Q2: 37,731 shares; 2025Q3: 39,114 shares; 2025Q4: 40,539 shares 40,539 $2.73M 0.06% +1,425 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,383 shares; 2025Q1: 5,051 shares; 2025Q2: 4,819 shares; 2025Q3: 4,722 shares; 2025Q4: 4,697 shares 4,697 $2.72M 0.06% -25 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 9,477 shares; 2025Q1: 9,477 shares; 2025Q2: 108,600 shares; 2025Q3: 101,014 shares; 2025Q4: 91,593 shares 91,593 $2.71M 0.06% -9,421 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,727 shares; 2024Q4: 20,472 shares; 2025Q1: 20,430 shares; 2025Q2: 20,633 shares; 2025Q3: 20,225 shares; 2025Q4: 19,767 shares 19,767 $2.67M 0.05% -458 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,821 shares; 2024Q4: 8,669 shares; 2025Q1: 10,229 shares; 2025Q2: 13,096 shares; 2025Q3: 13,248 shares; 2025Q4: 13,136 shares 13,136 $2.67M 0.05% -112 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,396 shares; 2024Q4: 68,116 shares; 2025Q1: 68,266 shares; 2025Q2: 65,951 shares; 2025Q3: 63,059 shares; 2025Q4: 61,546 shares 61,546 $2.66M 0.05% -1,513 Timeline NPB NORTHPOINTE BANCSHARES INC. More: the full row for NORTHPOINTE BANCSHARES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,000 shares; 2025Q4: 157,515 shares 157,515 $2.64M 0.05% -23,485 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: restricted; 2024Q3: 20,589 shares; 2024Q4: 20,507 shares; 2025Q1: 20,524 shares; 2025Q2: 20,528 shares; 2025Q3: 20,457 shares; 2025Q4: 20,567 shares 20,567 $2.62M 0.05% +110 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,088 shares; 2024Q4: 18,768 shares; 2025Q1: 18,438 shares; 2025Q2: 19,204 shares; 2025Q3: 19,023 shares; 2025Q4: 18,086 shares 18,086 $2.59M 0.05% -937 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,168 shares; 2024Q4: 36,666 shares; 2025Q1: 36,416 shares; 2025Q2: 35,196 shares; 2025Q3: 34,973 shares; 2025Q4: 34,202 shares 34,202 $2.52M 0.05% -771 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,518 shares; 2024Q4: 17,195 shares; 2025Q1: 16,314 shares; 2025Q2: 16,298 shares; 2025Q3: 16,052 shares; 2025Q4: 11,573 shares 11,573 $2.51M 0.05% -4,479 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 4,130 shares; 2025Q1: 4,227 shares; 2025Q2: 7,614 shares; 2025Q3: 8,363 shares; 2025Q4: 8,147 shares 8,147 $2.46M 0.05% -216 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 219 shares; 2025Q1: 477 shares; 2025Q2: 471 shares; 2025Q3: 498 shares; 2025Q4: 457 shares 457 $2.45M 0.05% -41 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,913 shares; 2024Q4: 11,089 shares; 2025Q1: 9,586 shares; 2025Q2: 9,572 shares; 2025Q3: 8,767 shares; 2025Q4: 9,104 shares 9,104 $2.44M 0.05% +337 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 10,528 shares; 2025Q1: 11,345 shares; 2025Q2: 21,614 shares; 2025Q3: 11,754 shares; 2025Q4: 13,701 shares 13,701 $2.44M 0.05% +1,947 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 4,358 shares; 2025Q1: 4,549 shares; 2025Q2: 4,574 shares; 2025Q3: 4,646 shares; 2025Q4: 4,601 shares 4,601 $2.4M 0.05% -45 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,705 shares; 2025Q1: 5,882 shares; 2025Q2: 5,903 shares; 2025Q3: 11,338 shares; 2025Q4: 11,184 shares 11,184 $2.4M 0.05% -154 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,478 shares; 2024Q4: 40,150 shares; 2025Q1: 48,596 shares; 2025Q2: 50,011 shares; 2025Q3: 49,261 shares; 2025Q4: 46,669 shares 46,669 $2.38M 0.05% -2,592 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 5,389 shares; 2025Q1: 5,058 shares; 2025Q2: 3,790 shares; 2025Q3: 3,913 shares; 2025Q4: 14,737 shares 14,737 $2.37M 0.05% +10,824 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,209 shares; 2025Q4: 27,438 shares 27,438 $2.34M 0.05% -5,771 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,564 shares; 2025Q4: 77,378 shares 77,378 $2.32M 0.05% -7,186 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 4,833 shares; 2025Q1: 5,206 shares; 2025Q2: 4,967 shares; 2025Q3: 4,946 shares; 2025Q4: 4,927 shares 4,927 $2.29M 0.05% -19 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 7,955 shares; 2025Q1: 25,781 shares; 2025Q2: 31,975 shares; 2025Q3: 29,465 shares; 2025Q4: 27,955 shares 27,955 $2.28M 0.05% -1,510 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.05% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,694 shares; 2025Q1: 2,708 shares; 2025Q2: 2,397 shares; 2025Q3: 2,420 shares; 2025Q4: 2,112 shares 2,112 $2.26M 0.05% -308 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,063 shares; 2024Q4: 33,893 shares; 2025Q1: 36,116 shares; 2025Q2: 36,824 shares; 2025Q3: 36,445 shares; 2025Q4: 35,924 shares 35,924 $2.23M 0.05% -521 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 7,692 shares; 2025Q1: 8,054 shares; 2025Q2: 9,363 shares; 2025Q3: 7,062 shares; 2025Q4: 6,344 shares 6,344 $2.22M 0.05% -718 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,362 shares; 2025Q1: 4,300 shares; 2025Q2: 4,323 shares; 2025Q3: 4,276 shares; 2025Q4: 4,308 shares 4,308 $2.2M 0.04% +32 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,584 shares; 2024Q4: 56,543 shares; 2025Q1: 50,352 shares; 2025Q2: 51,036 shares; 2025Q3: 51,711 shares; 2025Q4: 51,360 shares 51,360 $2.09M 0.04% -351 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 8,741 shares; 2025Q1: not reported; 2025Q2: 4,210 shares; 2025Q3: 4,219 shares; 2025Q4: 23,167 shares 23,167 $2.07M 0.04% +18,948 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,132 shares; 2024Q4: 24,570 shares; 2025Q1: 22,463 shares; 2025Q2: 22,214 shares; 2025Q3: 22,063 shares; 2025Q4: 22,621 shares 22,621 $2.07M 0.04% +558 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 10,366 shares; 2025Q1: 10,416 shares; 2025Q2: 10,479 shares; 2025Q3: 9,476 shares; 2025Q4: 9,460 shares 9,460 $2.01M 0.04% -16 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 4,670 shares; 2025Q1: 4,272 shares; 2025Q2: 4,404 shares; 2025Q3: 4,139 shares; 2025Q4: 4,140 shares 4,140 $1.99M 0.04% +1 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,841 shares; 2025Q1: 6,928 shares; 2025Q2: 6,745 shares; 2025Q3: 4,224 shares; 2025Q4: 4,079 shares 4,079 $1.97M 0.04% -145 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 9,102 shares; 2025Q1: 9,199 shares; 2025Q2: 9,153 shares; 2025Q3: 9,667 shares; 2025Q4: 8,952 shares 8,952 $1.97M 0.04% -715 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,444 shares; 2025Q1: 2,666 shares; 2025Q2: 2,764 shares; 2025Q3: 7,012 shares; 2025Q4: 4,427 shares 4,427 $1.89M 0.04% -2,585 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 18,707 shares; 2025Q1: 24,425 shares; 2025Q2: 24,770 shares; 2025Q3: 25,303 shares; 2025Q4: 24,621 shares 24,621 $1.88M 0.04% -682 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,803 shares; 2025Q4: 38,993 shares 38,993 $1.87M 0.04% -8,810 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,300 shares; 2024Q4: 24,300 shares; 2025Q1: 24,300 shares; 2025Q2: 24,300 shares; 2025Q3: 24,300 shares; 2025Q4: 24,300 shares 24,300 $1.86M 0.04% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,310 shares; 2025Q1: 6,462 shares; 2025Q2: 6,512 shares; 2025Q3: 6,436 shares; 2025Q4: 6,236 shares 6,236 $1.85M 0.04% -200 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,052 shares; 2025Q1: 6,911 shares; 2025Q2: 5,709 shares; 2025Q3: 3,967 shares; 2025Q4: 4,056 shares 4,056 $1.84M 0.04% +89 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 5,638 shares; 2025Q1: 7,495 shares; 2025Q2: 8,787 shares; 2025Q3: 8,759 shares; 2025Q4: 8,828 shares 8,828 $1.84M 0.04% +69 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,379 shares; 2024Q4: 16,995 shares; 2025Q1: 15,840 shares; 2025Q2: 15,896 shares; 2025Q3: 15,587 shares; 2025Q4: 15,485 shares 15,485 $1.81M 0.04% -102 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,890 shares; 2024Q4: 17,489 shares; 2025Q1: 17,043 shares; 2025Q2: 16,447 shares; 2025Q3: 15,480 shares; 2025Q4: 19,380 shares 19,380 $1.81M 0.04% +3,900 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,598 shares; 2024Q4: 9,808 shares; 2025Q1: 9,662 shares; 2025Q2: 66,023 shares; 2025Q3: 59,434 shares; 2025Q4: 54,895 shares 54,895 $1.81M 0.04% -4,539 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 5,686 shares; 2025Q1: 5,707 shares; 2025Q2: 6,163 shares; 2025Q3: 6,021 shares; 2025Q4: 5,739 shares 5,739 $1.79M 0.04% -282 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,254 shares; 2024Q4: 8,091 shares; 2025Q1: 7,549 shares; 2025Q2: 7,888 shares; 2025Q3: 9,193 shares; 2025Q4: 6,913 shares 6,913 $1.78M 0.04% -2,280 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,013 shares; 2024Q4: 17,258 shares; 2025Q1: 33,333 shares; 2025Q2: 22,758 shares; 2025Q3: 17,820 shares; 2025Q4: 17,674 shares 17,674 $1.77M 0.04% -146 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,650 shares; 2025Q3: 5,550 shares; 2025Q4: 5,510 shares 5,510 $1.73M 0.04% -40 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 4,658 shares; 2025Q1: 12,093 shares; 2025Q2: 9,343 shares; 2025Q3: 8,679 shares; 2025Q4: 8,649 shares 8,649 $1.71M 0.03% -30 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,865 shares; 2024Q4: 9,795 shares; 2025Q1: 10,247 shares; 2025Q2: 10,376 shares; 2025Q3: 10,352 shares; 2025Q4: 10,541 shares 10,541 $1.69M 0.03% +189 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,638 shares; 2024Q4: 14,750 shares; 2025Q1: 15,506 shares; 2025Q2: 15,599 shares; 2025Q3: 15,403 shares; 2025Q4: 14,534 shares 14,534 $1.69M 0.03% -869 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: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,173 shares; 2025Q1: 4,172 shares; 2025Q2: 6,599 shares; 2025Q3: 6,425 shares; 2025Q4: 6,370 shares 6,370 $1.67M 0.03% -55 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 2,486 shares; 2025Q1: 2,066 shares; 2025Q2: 2,021 shares; 2025Q3: 1,991 shares; 2025Q4: 2,032 shares 2,032 $1.67M 0.03% +41 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,472 shares; 2024Q4: 21,140 shares; 2025Q1: 21,330 shares; 2025Q2: 21,065 shares; 2025Q3: 20,939 shares; 2025Q4: 20,705 shares 20,705 $1.66M 0.03% -234 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,191 shares; 2025Q1: 789 shares; 2025Q2: 791 shares; 2025Q3: 1,342 shares; 2025Q4: 1,360 shares 1,360 $1.65M 0.03% +18 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,563 shares; 2024Q4: 19,446 shares; 2025Q1: 21,910 shares; 2025Q2: 21,383 shares; 2025Q3: 20,205 shares; 2025Q4: 19,607 shares 19,607 $1.65M 0.03% -598 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,787 shares; 2024Q4: 65,402 shares; 2025Q1: 72,707 shares; 2025Q2: 72,006 shares; 2025Q3: 71,092 shares; 2025Q4: 68,713 shares 68,713 $1.65M 0.03% -2,379 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,967 shares; 2024Q4: 15,630 shares; 2025Q1: 15,496 shares; 2025Q2: 15,935 shares; 2025Q3: 15,409 shares; 2025Q4: 15,698 shares 15,698 $1.63M 0.03% +289 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,185 shares; 2025Q1: 2,395 shares; 2025Q2: 2,483 shares; 2025Q3: 2,288 shares; 2025Q4: 2,467 shares 2,467 $1.61M 0.03% +179 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,303 shares; 2024Q4: 8,785 shares; 2025Q1: 11,197 shares; 2025Q2: 11,582 shares; 2025Q3: 11,984 shares; 2025Q4: 10,482 shares 10,482 $1.61M 0.03% -1,502 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211,762 shares; 2025Q3: 97,117 shares; 2025Q4: 65,829 shares 65,829 $1.6M 0.03% -31,288 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 1,288 shares; 2025Q1: 1,289 shares; 2025Q2: 3,930 shares; 2025Q3: 3,891 shares; 2025Q4: 3,874 shares 3,874 $1.6M 0.03% -17 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 3,687 shares; 2025Q1: 3,653 shares; 2025Q2: 4,685 shares; 2025Q3: 3,756 shares; 2025Q4: 5,503 shares 5,503 $1.6M 0.03% +1,747 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 20,760 shares; 2025Q1: 21,300 shares; 2025Q2: 20,553 shares; 2025Q3: 22,877 shares; 2025Q4: 21,721 shares 21,721 $1.6M 0.03% -1,156 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,142 shares; 2024Q4: 32,331 shares; 2025Q1: 33,803 shares; 2025Q2: 32,676 shares; 2025Q3: 28,542 shares; 2025Q4: 29,444 shares 29,444 $1.59M 0.03% +902 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 5,637 shares; 2025Q1: 12,345 shares; 2025Q2: 12,251 shares; 2025Q3: 11,700 shares; 2025Q4: 11,551 shares 11,551 $1.57M 0.03% -149 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 5,251 shares; 2025Q1: 5,253 shares; 2025Q2: 5,289 shares; 2025Q3: 5,254 shares; 2025Q4: 5,701 shares 5,701 $1.57M 0.03% +447 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 7,710 shares; 2025Q1: 8,624 shares; 2025Q2: 8,653 shares; 2025Q3: 8,559 shares; 2025Q4: 8,444 shares 8,444 $1.57M 0.03% -115 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,054 shares; 2024Q4: 10,625 shares; 2025Q1: 12,910 shares; 2025Q2: 12,878 shares; 2025Q3: 12,814 shares; 2025Q4: 12,689 shares 12,689 $1.56M 0.03% -125 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,152 shares; 2024Q4: 10,927 shares; 2025Q1: 11,332 shares; 2025Q2: 11,454 shares; 2025Q3: 11,261 shares; 2025Q4: 10,374 shares 10,374 $1.55M 0.03% -887 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,883 shares; 2024Q4: 16,883 shares; 2025Q1: 16,883 shares; 2025Q2: 21,948 shares; 2025Q3: 27,595 shares; 2025Q4: 46,766 shares 46,766 $1.53M 0.03% +19,171 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 22,927 shares; 2025Q1: 19,477 shares; 2025Q2: 29,526 shares; 2025Q3: 52,751 shares; 2025Q4: 55,478 shares 55,478 $1.52M 0.03% +2,727 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: restricted; 2024Q3: 8,903 shares; 2024Q4: 10,066 shares; 2025Q1: 10,701 shares; 2025Q2: 40,122 shares; 2025Q3: 23,013 shares; 2025Q4: 21,699 shares 21,699 $1.51M 0.03% -1,314 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 11,570 shares; 2025Q1: 11,225 shares; 2025Q2: 11,179 shares; 2025Q3: 11,063 shares; 2025Q4: 10,920 shares 10,920 $1.51M 0.03% -143 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 7,417 shares; 2025Q1: 7,430 shares; 2025Q2: 7,435 shares; 2025Q3: 7,493 shares; 2025Q4: 7,698 shares 7,698 $1.5M 0.03% +205 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,548 shares; 2025Q1: 4,855 shares; 2025Q2: 4,499 shares; 2025Q3: 5,077 shares; 2025Q4: 5,170 shares 5,170 $1.49M 0.03% +93 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,920 shares; 2024Q4: 23,922 shares; 2025Q1: 23,922 shares; 2025Q2: 41,716 shares; 2025Q3: 41,709 shares; 2025Q4: 41,714 shares 41,714 $1.48M 0.03% +5 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 9,939 shares; 2025Q1: 10,092 shares; 2025Q2: 10,014 shares; 2025Q3: 10,014 shares; 2025Q4: 10,796 shares 10,796 $1.48M 0.03% +782 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,191 shares; 2025Q2: 6,194 shares; 2025Q3: 6,265 shares; 2025Q4: 6,517 shares 6,517 $1.47M 0.03% +252 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,499 shares; 2024Q4: 19,500 shares; 2025Q1: 20,303 shares; 2025Q2: 19,532 shares; 2025Q3: 19,519 shares; 2025Q4: 19,521 shares 19,521 $1.45M 0.03% +2 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,498 shares; 2024Q4: 15,228 shares; 2025Q1: 15,778 shares; 2025Q2: 15,757 shares; 2025Q3: 15,248 shares; 2025Q4: 14,950 shares 14,950 $1.45M 0.03% -298 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,031 shares 16,031 $1.45M 0.03% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,379 shares; 2024Q4: 29,249 shares; 2025Q1: 34,253 shares; 2025Q2: 35,879 shares; 2025Q3: 35,792 shares; 2025Q4: 38,579 shares 38,579 $1.44M 0.03% +2,787 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,954 shares; 2025Q4: 30,022 shares 30,022 $1.44M 0.03% +68 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,851 shares; 2024Q4: 9,873 shares; 2025Q1: 10,282 shares; 2025Q2: 11,466 shares; 2025Q3: 13,728 shares; 2025Q4: 10,741 shares 10,741 $1.43M 0.03% -2,987 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 7,007 shares; 2025Q1: 8,093 shares; 2025Q2: 8,457 shares; 2025Q3: 7,876 shares; 2025Q4: 7,991 shares 7,991 $1.42M 0.03% +115 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,425 shares; 2025Q1: 7,449 shares; 2025Q2: 10,911 shares; 2025Q3: 11,318 shares; 2025Q4: 11,131 shares 11,131 $1.4M 0.03% -187 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,502 shares; 2024Q4: 13,920 shares; 2025Q1: 13,029 shares; 2025Q2: 7,002 shares; 2025Q3: 7,004 shares; 2025Q4: 7,216 shares 7,216 $1.4M 0.03% +212 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,418 shares; 2025Q2: 40,425 shares; 2025Q3: 20,493 shares; 2025Q4: 20,698 shares 20,698 $1.39M 0.03% +205 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,765 shares; 2024Q4: 14,725 shares; 2025Q1: 14,349 shares; 2025Q2: 14,381 shares; 2025Q3: 15,351 shares; 2025Q4: 15,817 shares 15,817 $1.38M 0.03% +466 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,292 shares; 2025Q1: 3,992 shares; 2025Q2: 3,993 shares; 2025Q3: 3,849 shares; 2025Q4: 3,909 shares 3,909 $1.38M 0.03% +60 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 3,954 shares; 2025Q1: 3,841 shares; 2025Q2: 4,849 shares; 2025Q3: 4,451 shares; 2025Q4: 4,683 shares 4,683 $1.35M 0.03% +232 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,683 shares; 2024Q4: 16,683 shares; 2025Q1: 16,683 shares; 2025Q2: 16,683 shares; 2025Q3: 16,846 shares; 2025Q4: 16,846 shares 16,846 $1.35M 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,715 shares; 2024Q4: 7,744 shares; 2025Q1: 6,904 shares; 2025Q2: 6,905 shares; 2025Q3: 7,734 shares; 2025Q4: 5,898 shares 5,898 $1.34M 0.03% -1,836 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,710 shares; 2025Q1: 11,425 shares; 2025Q2: 9,887 shares; 2025Q3: 8,812 shares; 2025Q4: 9,450 shares 9,450 $1.33M 0.03% +638 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,798 shares; 2024Q4: 94,775 shares; 2025Q1: 213,439 shares; 2025Q2: 240,508 shares; 2025Q3: 73,245 shares; 2025Q4: 49,915 shares 49,915 $1.33M 0.03% -23,330 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,410 shares; 2024Q4: 5,051 shares; 2025Q1: 5,054 shares; 2025Q2: 4,949 shares; 2025Q3: 4,935 shares; 2025Q4: 4,902 shares 4,902 $1.33M 0.03% -33 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,328 shares; 2024Q4: 10,126 shares; 2025Q1: 14,602 shares; 2025Q2: 16,317 shares; 2025Q3: 15,631 shares; 2025Q4: 16,204 shares 16,204 $1.32M 0.03% +573 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,440 shares; 2025Q1: 8,382 shares; 2025Q2: 8,470 shares; 2025Q3: 8,372 shares; 2025Q4: 8,482 shares 8,482 $1.31M 0.03% +110 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 9,145 shares; 2025Q1: 9,238 shares; 2025Q2: 9,111 shares; 2025Q3: 9,043 shares; 2025Q4: 9,046 shares 9,046 $1.28M 0.03% +3 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,398 shares; 2025Q3: not reported; 2025Q4: 15,974 shares 15,974 $1.27M 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,502 shares; 2024Q4: 68,134 shares; 2025Q1: 53,781 shares; 2025Q2: 53,812 shares; 2025Q3: 52,115 shares; 2025Q4: 50,478 shares 50,478 $1.26M 0.03% -1,637 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,442 shares; 2024Q4: 22,279 shares; 2025Q1: 22,287 shares; 2025Q2: 21,809 shares; 2025Q3: 21,759 shares; 2025Q4: 22,875 shares 22,875 $1.25M 0.03% +1,116 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: restricted; 2024Q3: 7,282 shares; 2024Q4: 29,133 shares; 2025Q1: 28,867 shares; 2025Q2: 32,648 shares; 2025Q3: 38,076 shares; 2025Q4: 38,080 shares 38,080 $1.24M 0.03% +4 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,571 shares; 2024Q4: 2,071 shares; 2025Q1: 2,065 shares; 2025Q2: 2,056 shares; 2025Q3: 2,170 shares; 2025Q4: 2,029 shares 2,029 $1.24M 0.03% -141 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 927 shares; 2025Q1: 926 shares; 2025Q2: 922 shares; 2025Q3: 926 shares; 2025Q4: 888 shares 888 $1.24M 0.03% -38 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,366 shares; 2024Q4: 29,085 shares; 2025Q1: 18,513 shares; 2025Q2: 22,899 shares; 2025Q3: 22,891 shares; 2025Q4: 23,026 shares 23,026 $1.23M 0.03% +135 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,436 shares; 2024Q4: 47,859 shares; 2025Q1: 48,874 shares; 2025Q2: 48,565 shares; 2025Q3: 48,471 shares; 2025Q4: 49,454 shares 49,454 $1.23M 0.03% +983 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,185 shares; 2025Q1: 4,044 shares; 2025Q2: 4,139 shares; 2025Q3: 4,524 shares; 2025Q4: 4,447 shares 4,447 $1.22M 0.02% -77 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,382 shares; 2025Q1: 21,382 shares; 2025Q2: 22,056 shares; 2025Q3: 23,243 shares; 2025Q4: 32,182 shares 32,182 $1.22M 0.02% +8,939 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 1,904 shares; 2025Q1: 1,877 shares; 2025Q2: 2,786 shares; 2025Q3: 2,558 shares; 2025Q4: 2,606 shares 2,606 $1.22M 0.02% +48 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,117 shares; 2025Q1: 4,200 shares; 2025Q2: 4,035 shares; 2025Q3: 3,924 shares; 2025Q4: 4,202 shares 4,202 $1.21M 0.02% +278 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,577 shares; 2025Q1: 17,579 shares; 2025Q2: 20,292 shares; 2025Q3: 20,215 shares; 2025Q4: 36,563 shares 36,563 $1.2M 0.02% +16,348 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,146 shares; 2025Q1: 1,146 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,687 shares 2,687 $1.19M 0.02% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,327 shares; 2024Q4: 25,538 shares; 2025Q1: 25,346 shares; 2025Q2: 25,373 shares; 2025Q3: 25,373 shares; 2025Q4: 24,785 shares 24,785 $1.19M 0.02% -588 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,122 shares; 2024Q4: 19,727 shares; 2025Q1: 19,827 shares; 2025Q2: 19,285 shares; 2025Q3: 18,886 shares; 2025Q4: 18,578 shares 18,578 $1.18M 0.02% -308 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 2 shares; 2025Q4: 14,903 shares 14,903 $1.18M 0.02% +14,901 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,179 shares; 2025Q1: 1,187 shares; 2025Q2: 1,208 shares; 2025Q3: 1,193 shares; 2025Q4: 1,169 shares 1,169 $1.18M 0.02% -24 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,400 shares; 2024Q4: 17,567 shares; 2025Q1: 18,009 shares; 2025Q2: 18,421 shares; 2025Q3: 18,300 shares; 2025Q4: 20,126 shares 20,126 $1.16M 0.02% +1,826 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 236 shares; 2025Q1: 259 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 568 shares 568 $1.14M 0.02% +356 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,724 shares; 2025Q1: 1,708 shares; 2025Q2: 3,718 shares; 2025Q3: 1,845 shares; 2025Q4: 3,230 shares 3,230 $1.14M 0.02% +1,385 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,235 shares; 2024Q4: 29,235 shares; 2025Q1: 29,235 shares; 2025Q2: 29,235 shares; 2025Q3: 29,335 shares; 2025Q4: 29,338 shares 29,338 $1.13M 0.02% +3 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,986 shares; 2024Q4: 12,018 shares; 2025Q1: 17,173 shares; 2025Q2: 17,156 shares; 2025Q3: 16,806 shares; 2025Q4: 13,423 shares 13,423 $1.13M 0.02% -3,383 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,221 shares; 2025Q2: 3,801 shares; 2025Q3: 4,303 shares; 2025Q4: 4,635 shares 4,635 $1.12M 0.02% +332 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 3,383 shares; 2025Q1: 3,259 shares; 2025Q2: 3,197 shares; 2025Q3: 3,800 shares; 2025Q4: 3,865 shares 3,865 $1.12M 0.02% +65 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: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,526 shares; 2025Q1: 3,500 shares; 2025Q2: 4,598 shares; 2025Q3: 5,552 shares; 2025Q4: 5,259 shares 5,259 $1.11M 0.02% -293 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,007 shares; 2024Q4: 8,007 shares; 2025Q1: 8,007 shares; 2025Q2: 8,007 shares; 2025Q3: 13,498 shares; 2025Q4: 13,498 shares 13,498 $1.11M 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,605 shares; 2024Q4: 13,257 shares; 2025Q1: 13,871 shares; 2025Q2: 13,434 shares; 2025Q3: 13,524 shares; 2025Q4: 12,569 shares 12,569 $1.1M 0.02% -955 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 856 shares; 2025Q1: 3,570 shares; 2025Q2: 3,590 shares; 2025Q3: 3,278 shares; 2025Q4: 2,854 shares 2,854 $1.09M 0.02% -424 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,270 shares; 2024Q4: 15,963 shares; 2025Q1: 16,499 shares; 2025Q2: 15,845 shares; 2025Q3: 15,505 shares; 2025Q4: 13,732 shares 13,732 $1.08M 0.02% -1,773 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 3,094 shares; 2025Q1: 3,042 shares; 2025Q2: 3,060 shares; 2025Q3: 3,052 shares; 2025Q4: 2,812 shares 2,812 $1.07M 0.02% -240 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 7,677 shares; 2025Q1: 6,563 shares; 2025Q2: 7,267 shares; 2025Q3: 34,453 shares; 2025Q4: 29,478 shares 29,478 $1.06M 0.02% -4,975 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,796 shares; 2024Q4: 8,636 shares; 2025Q1: 9,802 shares; 2025Q2: 9,175 shares; 2025Q3: 9,218 shares; 2025Q4: 9,218 shares 9,218 $1.06M 0.02% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,693 shares 19,693 $1.06M 0.02% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,835 shares; 2024Q4: 25,494 shares; 2025Q1: 25,108 shares; 2025Q2: 27,004 shares; 2025Q3: 21,830 shares; 2025Q4: 20,760 shares 20,760 $1.06M 0.02% -1,070 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 9,866 shares; 2025Q1: 9,441 shares; 2025Q2: 9,548 shares; 2025Q3: 8,930 shares; 2025Q4: 8,447 shares 8,447 $1.05M 0.02% -483 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: restricted; 2024Q3: 31,459 shares; 2024Q4: 31,905 shares; 2025Q1: 32,071 shares; 2025Q2: 32,052 shares; 2025Q3: 29,196 shares; 2025Q4: 29,075 shares 29,075 $1.05M 0.02% -121 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 619 shares; 2025Q1: 617 shares; 2025Q2: 620 shares; 2025Q3: 621 shares; 2025Q4: 622 shares 622 $1.05M 0.02% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,942 shares; 2024Q4: 9,601 shares; 2025Q1: 10,107 shares; 2025Q2: 9,997 shares; 2025Q3: 9,756 shares; 2025Q4: 9,268 shares 9,268 $1.05M 0.02% -488 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,301 shares; 2024Q4: 53,541 shares; 2025Q1: 56,298 shares; 2025Q2: 58,132 shares; 2025Q3: 54,278 shares; 2025Q4: 53,947 shares 53,947 $1.04M 0.02% -331 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,404 shares; 2024Q4: 32,456 shares; 2025Q1: 24,585 shares; 2025Q2: 24,984 shares; 2025Q3: 32,020 shares; 2025Q4: 32,348 shares 32,348 $1.04M 0.02% +328 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,343 shares; 2025Q2: 3,341 shares; 2025Q3: 3,345 shares; 2025Q4: 3,429 shares 3,429 $1.04M 0.02% +84 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,153 shares; 2025Q1: 5,172 shares; 2025Q2: 5,154 shares; 2025Q3: 5,184 shares; 2025Q4: 5,919 shares 5,919 $1.02M 0.02% +735 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 14,523 shares; 2025Q1: 13,894 shares; 2025Q2: 14,143 shares; 2025Q3: 13,577 shares; 2025Q4: 13,566 shares 13,566 $1M 0.02% -11 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,097 shares; 2024Q4: 13,985 shares; 2025Q1: 14,989 shares; 2025Q2: 14,989 shares; 2025Q3: 15,560 shares; 2025Q4: 15,523 shares 15,523 $1000K 0.02% -37 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 462 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares 461 $991K 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,307 shares; 2024Q4: 7,929 shares; 2025Q1: 8,456 shares; 2025Q2: 7,798 shares; 2025Q3: 7,087 shares; 2025Q4: 7,225 shares 7,225 $987K 0.02% +138 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,221 shares; 2025Q2: 18,193 shares; 2025Q3: 19,609 shares; 2025Q4: 18,664 shares 18,664 $985K 0.02% -945 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 4,013 shares; 2025Q1: 4,474 shares; 2025Q2: 5,080 shares; 2025Q3: 4,960 shares; 2025Q4: 4,761 shares 4,761 $973K 0.02% -199 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,456 shares; 2024Q4: 4,169 shares; 2025Q1: 4,179 shares; 2025Q2: 4,373 shares; 2025Q3: 4,396 shares; 2025Q4: 3,559 shares 3,559 $972K 0.02% -837 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,670 shares; 2025Q1: 1,669 shares; 2025Q2: 1,420 shares; 2025Q3: 1,417 shares; 2025Q4: 1,424 shares 1,424 $964K 0.02% +7 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,166 shares; 2025Q1: 2,681 shares; 2025Q2: 40,197 shares; 2025Q3: 40,007 shares; 2025Q4: 10,561 shares 10,561 $963K 0.02% -29,446 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,486 shares; 2024Q4: 9,509 shares; 2025Q1: 6,508 shares; 2025Q2: 6,488 shares; 2025Q3: 6,354 shares; 2025Q4: 7,021 shares 7,021 $953K 0.02% +667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 3,138 shares; 2025Q1: 3,210 shares; 2025Q2: 3,281 shares; 2025Q3: 2,876 shares; 2025Q4: 2,715 shares 2,715 $952K 0.02% -161 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,165 shares; 2024Q4: 43,509 shares; 2025Q1: 49,177 shares; 2025Q2: 46,851 shares; 2025Q3: 41,424 shares; 2025Q4: 31,752 shares 31,752 $949K 0.02% -9,672 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,381 shares; 2024Q4: 7,524 shares; 2025Q1: 7,855 shares; 2025Q2: 7,874 shares; 2025Q3: 7,533 shares; 2025Q4: 9,891 shares 9,891 $931K 0.02% +2,358 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,372 shares 21,372 $928K 0.02% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 12,016 shares; 2025Q1: 12,040 shares; 2025Q2: 11,330 shares; 2025Q3: 11,339 shares; 2025Q4: 11,001 shares 11,001 $921K 0.02% -338 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,612 shares; 2025Q1: 6,355 shares; 2025Q2: 6,022 shares; 2025Q3: 6,050 shares; 2025Q4: 7,094 shares 7,094 $915K 0.02% +1,044 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: restricted; 2024Q3: 2,168 shares; 2024Q4: 4,488 shares; 2025Q1: 4,581 shares; 2025Q2: 4,581 shares; 2025Q3: 4,590 shares; 2025Q4: 4,581 shares 4,581 $915K 0.02% -9 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,508 shares; 2024Q4: 10,117 shares; 2025Q1: 12,433 shares; 2025Q2: 11,014 shares; 2025Q3: 26,160 shares; 2025Q4: 18,169 shares 18,169 $914K 0.02% -7,991 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,678 shares; 2024Q4: 8,959 shares; 2025Q1: 9,398 shares; 2025Q2: 9,029 shares; 2025Q3: 8,715 shares; 2025Q4: 8,221 shares 8,221 $908K 0.02% -494 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 5,779 shares; 2025Q1: 6,038 shares; 2025Q2: 6,123 shares; 2025Q3: 5,865 shares; 2025Q4: 5,702 shares 5,702 $908K 0.02% -163 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 19,912 shares; 2025Q4: 19,912 shares 19,912 $906K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,635 shares; 2025Q1: 3,636 shares; 2025Q2: 3,591 shares; 2025Q3: 3,668 shares; 2025Q4: 3,642 shares 3,642 $885K 0.02% -26 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,652 shares; 2024Q4: 14,073 shares; 2025Q1: 14,004 shares; 2025Q2: 12,105 shares; 2025Q3: 12,105 shares; 2025Q4: 12,158 shares 12,158 $884K 0.02% +53 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,972 shares; 2024Q4: 29,618 shares; 2025Q1: 27,370 shares; 2025Q2: 25,731 shares; 2025Q3: 25,874 shares; 2025Q4: 25,388 shares 25,388 $882K 0.02% -486 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,545 shares; 2025Q1: 2,549 shares; 2025Q2: 2,553 shares; 2025Q3: 2,558 shares; 2025Q4: 2,563 shares 2,563 $879K 0.02% +5 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares; 2025Q4: 3,471 shares 3,471 $872K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 11,108 shares; 2025Q1: 11,374 shares; 2025Q2: 11,799 shares; 2025Q3: 8,789 shares; 2025Q4: 8,730 shares 8,730 $866K 0.02% -59 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: restricted; 2024Q3: 5,748 shares; 2024Q4: 5,500 shares; 2025Q1: 5,431 shares; 2025Q2: 5,418 shares; 2025Q3: 4,742 shares; 2025Q4: 6,567 shares 6,567 $864K 0.02% +1,825 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 11,292 shares; 2025Q1: 9,224 shares; 2025Q2: 9,316 shares; 2025Q3: 14,593 shares; 2025Q4: 13,420 shares 13,420 $863K 0.02% -1,173 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,524 shares; 2024Q4: 47,816 shares; 2025Q1: 46,484 shares; 2025Q2: 40,924 shares; 2025Q3: 40,133 shares; 2025Q4: 39,457 shares 39,457 $855K 0.02% -676 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,662 shares; 2025Q1: 4,140 shares; 2025Q2: 4,174 shares; 2025Q3: 4,167 shares; 2025Q4: 4,157 shares 4,157 $854K 0.02% -10 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,219 shares; 2025Q1: 2,421 shares; 2025Q2: 2,620 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares 2,625 $848K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 5,417 shares; 2025Q1: 13,501 shares; 2025Q2: 13,626 shares; 2025Q3: 13,118 shares; 2025Q4: 12,572 shares 12,572 $843K 0.02% -546 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,123 shares; 2024Q4: 20,838 shares; 2025Q1: 20,607 shares; 2025Q2: 20,664 shares; 2025Q3: 20,637 shares; 2025Q4: 20,670 shares 20,670 $835K 0.02% +33 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,499 shares; 2025Q1: 4,500 shares; 2025Q2: 4,503 shares; 2025Q3: 4,518 shares; 2025Q4: 4,526 shares 4,526 $835K 0.02% +8 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,778 shares; 2024Q4: 8,198 shares; 2025Q1: 8,566 shares; 2025Q2: 8,577 shares; 2025Q3: 6,022 shares; 2025Q4: 6,055 shares 6,055 $834K 0.02% +33 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,642 shares; 2025Q1: 1,695 shares; 2025Q2: 1,856 shares; 2025Q3: 2,046 shares; 2025Q4: 2,109 shares 2,109 $831K 0.02% +63 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 12,913 shares; 2025Q1: 15,594 shares; 2025Q2: 17,225 shares; 2025Q3: 16,557 shares; 2025Q4: 16,549 shares 16,549 $828K 0.02% -8 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: restricted; 2024Q3: 4,825 shares; 2024Q4: 4,383 shares; 2025Q1: 5,526 shares; 2025Q2: 5,474 shares; 2025Q3: 5,410 shares; 2025Q4: 5,327 shares 5,327 $825K 0.02% -83 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,274 shares; 2025Q2: 4,327 shares; 2025Q3: 11,416 shares; 2025Q4: 9,207 shares 9,207 $825K 0.02% -2,209 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,635 shares; 2024Q4: 5,178 shares; 2025Q1: 5,734 shares; 2025Q2: 5,696 shares; 2025Q3: 4,941 shares; 2025Q4: 5,065 shares 5,065 $821K 0.02% +124 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,173 shares; 2024Q4: 35,542 shares; 2025Q1: 37,145 shares; 2025Q2: 36,888 shares; 2025Q3: 38,244 shares; 2025Q4: 36,789 shares 36,789 $820K 0.02% -1,455 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,939 shares 1,939 $814K 0.02% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,486 shares; 2024Q4: 20,552 shares; 2025Q1: 20,403 shares; 2025Q2: 20,581 shares; 2025Q3: 20,600 shares; 2025Q4: 20,488 shares 20,488 $807K 0.02% -112 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,378 shares; 2025Q1: 1,374 shares; 2025Q2: 1,370 shares; 2025Q3: 1,357 shares; 2025Q4: 1,401 shares 1,401 $804K 0.02% +44 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,332 shares; 2025Q3: 18,544 shares; 2025Q4: 23,262 shares 23,262 $802K 0.02% +4,718 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 8,386 shares; 2025Q1: 8,404 shares; 2025Q2: 28,708 shares; 2025Q3: 11,454 shares; 2025Q4: 10,740 shares 10,740 $798K 0.02% -714 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 4,857 shares; 2025Q1: 5,076 shares; 2025Q2: 5,018 shares; 2025Q3: 4,809 shares; 2025Q4: 4,550 shares 4,550 $794K 0.02% -259 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,921 shares; 2024Q4: 9,873 shares; 2025Q1: 9,873 shares; 2025Q2: 8,860 shares; 2025Q3: 8,861 shares; 2025Q4: 4,856 shares 4,856 $790K 0.02% -4,005 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,387 shares; 2025Q1: 13,036 shares; 2025Q2: 13,666 shares; 2025Q3: 20,608 shares; 2025Q4: 16,962 shares 16,962 $767K 0.02% -3,646 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,799 shares; 2024Q4: 8,261 shares; 2025Q1: 8,204 shares; 2025Q2: 8,228 shares; 2025Q3: 7,936 shares; 2025Q4: 7,948 shares 7,948 $765K 0.02% +12 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,006 shares; 2025Q4: 32,739 shares 32,739 $765K 0.02% -31,267 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: not reported; 2025Q1: 4,142 shares; 2025Q2: 4,004 shares; 2025Q3: 3,605 shares; 2025Q4: 2,910 shares 2,910 $755K 0.02% -695 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,133 shares; 2024Q4: 10,629 shares; 2025Q1: 11,396 shares; 2025Q2: 11,110 shares; 2025Q3: 10,958 shares; 2025Q4: 11,235 shares 11,235 $752K 0.02% +277 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,564 shares; 2025Q4: 30,634 shares 30,634 $751K 0.02% +17,070 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,584 shares; 2024Q4: 6,587 shares; 2025Q1: 6,587 shares; 2025Q2: 6,588 shares; 2025Q3: 6,586 shares; 2025Q4: 6,587 shares 6,587 $748K 0.02% +1 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,931 shares; 2024Q4: 10,061 shares; 2025Q1: 10,354 shares; 2025Q2: 10,367 shares; 2025Q3: 10,460 shares; 2025Q4: 10,466 shares 10,466 $747K 0.02% +6 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,802 shares; 2025Q1: 3,545 shares; 2025Q2: 3,515 shares; 2025Q3: 3,282 shares; 2025Q4: 3,307 shares 3,307 $743K 0.02% +25 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,635 shares; 2025Q1: 3,634 shares; 2025Q2: 3,740 shares; 2025Q3: 4,038 shares; 2025Q4: 3,317 shares 3,317 $740K 0.02% -721 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 2,605 shares; 2025Q1: 2,748 shares; 2025Q2: 2,633 shares; 2025Q3: 2,570 shares; 2025Q4: 2,526 shares 2,526 $733K 0.01% -44 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,303 shares; 2024Q4: 8,577 shares; 2025Q1: 8,240 shares; 2025Q2: 8,220 shares; 2025Q3: 8,104 shares; 2025Q4: 7,837 shares 7,837 $720K 0.01% -267 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,181 shares; 2025Q1: 19,514 shares; 2025Q2: 19,527 shares; 2025Q3: 21,234 shares; 2025Q4: 27,111 shares 27,111 $716K 0.01% +5,877 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: restricted; 2024Q3: 638 shares; 2024Q4: 900 shares; 2025Q1: 1,401 shares; 2025Q2: 1,154 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares 1,185 $715K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,095 shares; 2024Q4: 9,162 shares; 2025Q1: 8,864 shares; 2025Q2: 9,162 shares; 2025Q3: 9,451 shares; 2025Q4: 9,072 shares 9,072 $714K 0.01% -379 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,639 shares; 2024Q4: 21,785 shares; 2025Q1: 21,701 shares; 2025Q2: 21,691 shares; 2025Q3: 15,397 shares; 2025Q4: 13,241 shares 13,241 $713K 0.01% -2,156 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,298 shares; 2024Q4: 19,703 shares; 2025Q1: 17,611 shares; 2025Q2: 13,175 shares; 2025Q3: 9,954 shares; 2025Q4: 15,925 shares 15,925 $712K 0.01% +5,971 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,532 shares; 2024Q4: 14,629 shares; 2025Q1: 15,017 shares; 2025Q2: 14,576 shares; 2025Q3: 15,547 shares; 2025Q4: 15,275 shares 15,275 $710K 0.01% -272 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,594 shares 14,594 $700K 0.01% new 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: restricted; 2024Q3: 20,323 shares; 2024Q4: 20,621 shares; 2025Q1: 21,095 shares; 2025Q2: 20,333 shares; 2025Q3: 9,619 shares; 2025Q4: 10,364 shares 10,364 $696K 0.01% +745 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,228 shares 20,228 $692K 0.01% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,311 shares; 2024Q4: 38,114 shares; 2025Q1: 33,212 shares; 2025Q2: 33,094 shares; 2025Q3: 35,015 shares; 2025Q4: 32,918 shares 32,918 $688K 0.01% -2,097 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: restricted; 2024Q3: 12,566 shares; 2024Q4: 37,084 shares; 2025Q1: 34,726 shares; 2025Q2: 38,018 shares; 2025Q3: 27,981 shares; 2025Q4: 26,816 shares 26,816 $686K 0.01% -1,165 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,075 shares; 2024Q4: 7,385 shares; 2025Q1: 7,653 shares; 2025Q2: 6,811 shares; 2025Q3: 7,206 shares; 2025Q4: 6,772 shares 6,772 $683K 0.01% -434 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: restricted; 2024Q3: 49,416 shares; 2024Q4: 52,028 shares; 2025Q1: 52,981 shares; 2025Q2: 51,534 shares; 2025Q3: 40,414 shares; 2025Q4: 41,125 shares 41,125 $678K 0.01% +711 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 8,453 shares; 2025Q1: 6,664 shares; 2025Q2: 7,006 shares; 2025Q3: 6,831 shares; 2025Q4: 6,937 shares 6,937 $678K 0.01% +106 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,781 shares; 2025Q4: 10,385 shares 10,385 $675K 0.01% -1,396 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,424 shares; 2025Q1: 1,625 shares; 2025Q2: 1,572 shares; 2025Q3: 2,383 shares; 2025Q4: 3,699 shares 3,699 $670K 0.01% +1,316 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 7,410 shares; 2025Q1: 6,895 shares; 2025Q2: 6,866 shares; 2025Q3: 6,351 shares; 2025Q4: 7,743 shares 7,743 $668K 0.01% +1,392 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,583 shares; 2025Q4: 9,583 shares 9,583 $666K 0.01% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,057 shares; 2024Q4: 10,071 shares; 2025Q1: not reported; 2025Q2: 12,101 shares; 2025Q3: 11,013 shares; 2025Q4: 28,987 shares 28,987 $664K 0.01% +17,974 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,901 shares; 2024Q4: 6,964 shares; 2025Q1: 7,394 shares; 2025Q2: 7,463 shares; 2025Q3: 7,307 shares; 2025Q4: 6,544 shares 6,544 $664K 0.01% -763 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,387 shares; 2025Q1: 1,410 shares; 2025Q2: 1,391 shares; 2025Q3: 1,413 shares; 2025Q4: 1,405 shares 1,405 $660K 0.01% -8 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,881 shares; 2025Q1: 1,938 shares; 2025Q2: 2,312 shares; 2025Q3: 2,321 shares; 2025Q4: 2,209 shares 2,209 $659K 0.01% -112 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,578 shares; 2025Q1: 7,770 shares; 2025Q2: 7,225 shares; 2025Q3: 4,468 shares; 2025Q4: 4,974 shares 4,974 $652K 0.01% +506 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,407 shares; 2025Q1: 1,401 shares; 2025Q2: 1,398 shares; 2025Q3: 1,365 shares; 2025Q4: 1,329 shares 1,329 $652K 0.01% -36 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 2,983 shares; 2025Q1: 3,050 shares; 2025Q2: 3,056 shares; 2025Q3: 2,943 shares; 2025Q4: 2,919 shares 2,919 $650K 0.01% -24 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: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,762 shares; 2025Q1: 3,770 shares; 2025Q2: 3,997 shares; 2025Q3: 4,008 shares; 2025Q4: 4,173 shares 4,173 $647K 0.01% +165 Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,517 shares; 2024Q4: 469,517 shares; 2025Q1: 469,517 shares; 2025Q2: 369,517 shares; 2025Q3: 356,152 shares; 2025Q4: 206,900 shares 206,900 $646K 0.01% -149,252 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,291 shares; 2024Q4: 35,836 shares; 2025Q1: 34,532 shares; 2025Q2: 41,044 shares; 2025Q3: 41,706 shares; 2025Q4: 40,503 shares 40,503 $642K 0.01% -1,203 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 1,930 shares; 2025Q1: 2,008 shares; 2025Q2: 2,006 shares; 2025Q3: 2,012 shares; 2025Q4: 2,033 shares 2,033 $640K 0.01% +21 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,613 shares; 2025Q1: 1,659 shares; 2025Q2: 1,633 shares; 2025Q3: 2,629 shares; 2025Q4: 2,469 shares 2,469 $639K 0.01% -160 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,323 shares; 2024Q4: 14,973 shares; 2025Q1: 14,274 shares; 2025Q2: 14,009 shares; 2025Q3: 13,765 shares; 2025Q4: 14,024 shares 14,024 $639K 0.01% +259 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,815 shares; 2025Q4: 12,181 shares 12,181 $638K 0.01% -2,634 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,943 shares; 2025Q3: 8,981 shares; 2025Q4: 8,379 shares 8,379 $635K 0.01% -602 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,529 shares; 2024Q4: 17,956 shares; 2025Q1: 18,862 shares; 2025Q2: 18,442 shares; 2025Q3: 17,092 shares; 2025Q4: 8,620 shares 8,620 $634K 0.01% -8,472 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,675 shares 9,675 $633K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 4,106 shares; 2025Q1: 4,144 shares; 2025Q2: 3,445 shares; 2025Q3: 3,407 shares; 2025Q4: 3,511 shares 3,511 $632K 0.01% +104 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 4,597 shares; 2025Q1: 4,620 shares; 2025Q2: 4,667 shares; 2025Q3: 4,363 shares; 2025Q4: 4,400 shares 4,400 $631K 0.01% +37 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 3,125 shares; 2025Q1: 3,025 shares; 2025Q2: 4,363 shares; 2025Q3: 4,123 shares; 2025Q4: 3,941 shares 3,941 $631K 0.01% -182 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 6,712 shares; 2025Q1: 6,712 shares; 2025Q2: 7,716 shares; 2025Q3: 7,716 shares; 2025Q4: 7,523 shares 7,523 $629K 0.01% -193 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,938 shares; 2025Q1: 6,825 shares; 2025Q2: 6,377 shares; 2025Q3: 8,370 shares; 2025Q4: 4,973 shares 4,973 $626K 0.01% -3,397 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 4,802 shares; 2025Q1: 6,746 shares; 2025Q2: 6,583 shares; 2025Q3: 6,305 shares; 2025Q4: 6,057 shares 6,057 $621K 0.01% -248 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,509 shares; 2024Q4: 10,632 shares; 2025Q1: 10,318 shares; 2025Q2: 10,096 shares; 2025Q3: 10,142 shares; 2025Q4: 10,162 shares 10,162 $613K 0.01% +20 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,051 shares; 2024Q4: 9,395 shares; 2025Q1: 13,565 shares; 2025Q2: 14,617 shares; 2025Q3: 14,639 shares; 2025Q4: 13,805 shares 13,805 $610K 0.01% -834 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,827 shares; 2025Q1: 1,771 shares; 2025Q2: 1,585 shares; 2025Q3: 1,535 shares; 2025Q4: 1,549 shares 1,549 $603K 0.01% +14 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,400 shares; 2025Q1: 4,844 shares; 2025Q2: 4,844 shares; 2025Q3: 4,617 shares; 2025Q4: 5,144 shares 5,144 $600K 0.01% +527 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,646 shares; 2024Q4: 8,226 shares; 2025Q1: 11,650 shares; 2025Q2: 11,753 shares; 2025Q3: 9,975 shares; 2025Q4: 8,140 shares 8,140 $600K 0.01% -1,835 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: restricted; 2024Q3: 13,017 shares; 2024Q4: 9,944 shares; 2025Q1: 8,829 shares; 2025Q2: 8,809 shares; 2025Q3: 8,809 shares; 2025Q4: 8,773 shares 8,773 $600K 0.01% -36 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,674 shares; 2024Q4: 88,474 shares; 2025Q1: 91,067 shares; 2025Q2: 95,496 shares; 2025Q3: 95,770 shares; 2025Q4: 92,519 shares 92,519 $599K 0.01% -3,251 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,408 shares; 2025Q1: 2,220 shares; 2025Q2: 2,222 shares; 2025Q3: 2,107 shares; 2025Q4: 2,101 shares 2,101 $597K 0.01% -6 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,919 shares; 2024Q4: 15,889 shares; 2025Q1: 15,686 shares; 2025Q2: 14,134 shares; 2025Q3: 6,729 shares; 2025Q4: 6,783 shares 6,783 $591K 0.01% +54 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,401 shares; 2025Q1: 6,050 shares; 2025Q2: 6,044 shares; 2025Q3: 6,045 shares; 2025Q4: 6,073 shares 6,073 $588K 0.01% +28 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,360 shares; 2025Q1: 4,003 shares; 2025Q2: 4,022 shares; 2025Q3: 4,044 shares; 2025Q4: 3,228 shares 3,228 $588K 0.01% -816 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 9,658 shares; 2025Q1: 9,305 shares; 2025Q2: 9,466 shares; 2025Q3: 9,981 shares; 2025Q4: 7,324 shares 7,324 $586K 0.01% -2,657 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,373 shares 9,373 $585K 0.01% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,408 shares; 2024Q4: 12,211 shares; 2025Q1: 12,732 shares; 2025Q2: 11,688 shares; 2025Q3: 12,741 shares; 2025Q4: 12,495 shares 12,495 $583K 0.01% -246 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,878 shares; 2024Q4: 7,402 shares; 2025Q1: 7,729 shares; 2025Q2: 8,206 shares; 2025Q3: 8,122 shares; 2025Q4: 7,893 shares 7,893 $581K 0.01% -229 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,026 shares; 2024Q4: 7,029 shares; 2025Q1: 7,032 shares; 2025Q2: 7,036 shares; 2025Q3: 7,039 shares; 2025Q4: 7,042 shares 7,042 $581K 0.01% +3 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,585 shares; 2025Q1: 4,325 shares; 2025Q2: 4,330 shares; 2025Q3: 4,111 shares; 2025Q4: 5,788 shares 5,788 $575K 0.01% +1,677 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,277 shares; 2024Q4: 15,552 shares; 2025Q1: 16,015 shares; 2025Q2: 14,933 shares; 2025Q3: 13,047 shares; 2025Q4: 15,566 shares 15,566 $569K 0.01% +2,519 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,500 shares; 2025Q3: 7,938 shares; 2025Q4: 7,924 shares 7,924 $569K 0.01% -14 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,532 shares 8,532 $558K 0.01% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares; 2025Q3: 3,131 shares; 2025Q4: 3,132 shares 3,132 $558K 0.01% +1 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,957 shares; 2024Q4: 13,321 shares; 2025Q1: 13,327 shares; 2025Q2: 12,907 shares; 2025Q3: 11,994 shares; 2025Q4: 11,922 shares 11,922 $557K 0.01% -72 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,310 shares; 2024Q4: 10,685 shares; 2025Q1: 10,613 shares; 2025Q2: 10,839 shares; 2025Q3: 10,888 shares; 2025Q4: 9,791 shares 9,791 $554K 0.01% -1,097 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,500 shares; 2024Q4: 44,500 shares; 2025Q1: 44,500 shares; 2025Q2: 44,500 shares; 2025Q3: 44,500 shares; 2025Q4: 40,787 shares 40,787 $550K 0.01% -3,713 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,965 shares; 2025Q3: 2,815 shares; 2025Q4: 2,871 shares 2,871 $550K 0.01% +56 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,437 shares; 2024Q4: 23,407 shares; 2025Q1: 23,367 shares; 2025Q2: 23,358 shares; 2025Q3: 23,372 shares; 2025Q4: 23,207 shares 23,207 $550K 0.01% -165 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,358 shares; 2024Q4: 41,582 shares; 2025Q1: 32,682 shares; 2025Q2: 21,861 shares; 2025Q3: 19,534 shares; 2025Q4: 24,512 shares 24,512 $548K 0.01% +4,978 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: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,555 shares; 2025Q1: 2,571 shares; 2025Q2: 2,878 shares; 2025Q3: 2,905 shares; 2025Q4: 2,931 shares 2,931 $542K 0.01% +26 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 6,247 shares; 2025Q1: 6,862 shares; 2025Q2: 6,670 shares; 2025Q3: 7,660 shares; 2025Q4: 5,426 shares 5,426 $542K 0.01% -2,234 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,638 shares; 2025Q1: 2,644 shares; 2025Q2: 2,579 shares; 2025Q3: 2,593 shares; 2025Q4: 2,531 shares 2,531 $542K 0.01% -62 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 851 shares; 2025Q3: 653 shares; 2025Q4: 980 shares 980 $541K 0.01% +327 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 4,586 shares 4,586 $540K 0.01% +378 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: restricted; 2024Q3: 4,942 shares; 2024Q4: 4,942 shares; 2025Q1: 4,942 shares; 2025Q2: 4,942 shares; 2025Q3: 5,154 shares; 2025Q4: 5,141 shares 5,141 $540K 0.01% -13 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,322 shares; 2024Q4: 31,140 shares; 2025Q1: 33,079 shares; 2025Q2: 29,915 shares; 2025Q3: 29,311 shares; 2025Q4: 27,775 shares 27,775 $539K 0.01% -1,536 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,070 shares; 2025Q2: 20,094 shares; 2025Q3: 17,794 shares; 2025Q4: 13,647 shares 13,647 $539K 0.01% -4,147 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 5,568 shares; 2025Q1: 6,761 shares; 2025Q2: 6,758 shares; 2025Q3: 6,630 shares; 2025Q4: 7,164 shares 7,164 $538K 0.01% +534 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,281 shares; 2024Q4: 2,294 shares; 2025Q1: 2,292 shares; 2025Q2: 2,230 shares; 2025Q3: 2,240 shares; 2025Q4: 2,165 shares 2,165 $533K 0.01% -75 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,251 shares; 2024Q4: 12,873 shares; 2025Q1: 12,583 shares; 2025Q2: 11,874 shares; 2025Q3: 11,854 shares; 2025Q4: 11,419 shares 11,419 $529K 0.01% -435 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,808 shares; 2025Q1: 2,362 shares; 2025Q2: 2,340 shares; 2025Q3: 2,281 shares; 2025Q4: 2,136 shares 2,136 $528K 0.01% -145 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,450 shares; 2025Q2: 11,450 shares; 2025Q3: 11,550 shares; 2025Q4: 11,450 shares 11,450 $524K 0.01% -100 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,390 shares; 2024Q4: 17,049 shares; 2025Q1: 16,848 shares; 2025Q2: 15,764 shares; 2025Q3: 20,333 shares; 2025Q4: 21,008 shares 21,008 $524K 0.01% +675 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,598 shares; 2025Q2: 3,599 shares; 2025Q3: 3,499 shares; 2025Q4: 3,107 shares 3,107 $522K 0.01% -392 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,498 shares; 2025Q4: 19,069 shares 19,069 $518K 0.01% +2,571 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,562 shares; 2025Q1: 8,055 shares; 2025Q2: 8,468 shares; 2025Q3: 8,239 shares; 2025Q4: 8,240 shares 8,240 $515K 0.01% +1 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,611 shares; 2024Q4: 5,560 shares; 2025Q1: 5,599 shares; 2025Q2: 5,223 shares; 2025Q3: 5,198 shares; 2025Q4: 4,998 shares 4,998 $512K 0.01% -200 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 8,550 shares; 2025Q1: 6,293 shares; 2025Q2: 6,182 shares; 2025Q3: 6,271 shares; 2025Q4: 8,506 shares 8,506 $511K 0.01% +2,235 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,940 shares; 2025Q1: 9,580 shares; 2025Q2: 9,580 shares; 2025Q3: 9,580 shares; 2025Q4: 9,580 shares 9,580 $504K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,177 shares; 2025Q1: 1,071 shares; 2025Q2: 981 shares; 2025Q3: 979 shares; 2025Q4: 982 shares 982 $502K 0.01% +3 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,632 shares 7,632 $500K 0.01% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 2,641 shares; 2025Q3: 2,641 shares; 2025Q4: 2,641 shares 2,641 $491K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,091 shares; 2025Q1: 2,326 shares; 2025Q2: 2,307 shares; 2025Q3: 2,412 shares; 2025Q4: 3,458 shares 3,458 $488K 0.01% +1,046 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 3,996 shares; 2025Q1: 4,353 shares; 2025Q2: 4,200 shares; 2025Q3: 4,208 shares; 2025Q4: 4,601 shares 4,601 $485K 0.01% +393 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 6,313 shares; 2025Q1: 7,300 shares; 2025Q2: 8,340 shares; 2025Q3: 8,216 shares; 2025Q4: 8,071 shares 8,071 $485K 0.01% -145 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,585 shares; 2024Q4: 18,325 shares; 2025Q1: 20,108 shares; 2025Q2: 18,618 shares; 2025Q3: 18,386 shares; 2025Q4: 17,083 shares 17,083 $478K 0.01% -1,303 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,295 shares 1,295 $477K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 4,399 shares; 2025Q1: 3,603 shares; 2025Q2: 2,909 shares; 2025Q3: 2,982 shares; 2025Q4: 2,920 shares 2,920 $475K 0.01% -62 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: 3,694 shares; 2025Q1: 4,352 shares; 2025Q2: 4,355 shares; 2025Q3: 4,404 shares; 2025Q4: 4,405 shares 4,405 $472K 0.01% +1 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 3,002 shares; 2025Q4: 3,002 shares 3,002 $470K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,926 shares; 2025Q2: 3,929 shares; 2025Q3: 3,923 shares; 2025Q4: 3,948 shares 3,948 $464K 0.01% +25 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,117 shares; 2025Q3: 5,119 shares; 2025Q4: 5,119 shares 5,119 $464K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,448 shares; 2025Q4: 4,595 shares 4,595 $464K 0.01% +147 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,702 shares; 2024Q4: 5,644 shares; 2025Q1: 5,767 shares; 2025Q2: 5,705 shares; 2025Q3: 5,785 shares; 2025Q4: 5,805 shares 5,805 $460K 0.01% +20 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,111 shares; 2025Q1: 7,127 shares; 2025Q2: 9,366 shares; 2025Q3: 9,772 shares; 2025Q4: 9,776 shares 9,776 $459K 0.01% +4 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 532 shares; 2025Q1: 786 shares; 2025Q2: 751 shares; 2025Q3: 670 shares; 2025Q4: 589 shares 589 $454K 0.01% -81 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 3,589 shares; 2025Q1: 4,209 shares; 2025Q2: 4,215 shares; 2025Q3: 3,491 shares; 2025Q4: 3,552 shares 3,552 $453K 0.01% +61 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 1,072 shares 1,072 $452K 0.01% +559 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,638 shares 11,638 $451K 0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 9,487 shares; 2025Q1: 18,646 shares; 2025Q2: 18,687 shares; 2025Q3: 18,173 shares; 2025Q4: 14,852 shares 14,852 $447K 0.01% -3,321 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,956 shares; 2025Q4: 6,429 shares 6,429 $446K 0.01% +473 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 5,090 shares; 2025Q1: 6,240 shares; 2025Q2: 6,262 shares; 2025Q3: 6,098 shares; 2025Q4: 5,443 shares 5,443 $443K 0.01% -655 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,600 shares; 2024Q4: 35,683 shares; 2025Q1: 35,683 shares; 2025Q2: 35,683 shares; 2025Q3: 35,683 shares; 2025Q4: 35,683 shares 35,683 $442K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,069 shares; 2025Q1: 2,101 shares; 2025Q2: 2,124 shares; 2025Q3: 2,121 shares; 2025Q4: 1,604 shares 1,604 $441K 0.01% -517 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 5,116 shares; 2025Q1: 4,568 shares; 2025Q2: 4,570 shares; 2025Q3: 4,577 shares; 2025Q4: 4,560 shares 4,560 $441K 0.01% -17 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 1,977 shares; 2025Q1: 2,473 shares; 2025Q2: 2,536 shares; 2025Q3: 2,801 shares; 2025Q4: 2,451 shares 2,451 $435K 0.01% -350 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,451 shares; 2025Q1: 4,958 shares; 2025Q2: 4,360 shares; 2025Q3: 4,444 shares; 2025Q4: 4,518 shares 4,518 $434K 0.01% +74 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,117 shares; 2024Q4: 11,287 shares; 2025Q1: 9,708 shares; 2025Q2: 9,697 shares; 2025Q3: 9,259 shares; 2025Q4: 9,038 shares 9,038 $432K 0.01% -221 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,491 shares; 2024Q4: not reported; 2025Q1: 3,822 shares; 2025Q2: 3,965 shares; 2025Q3: 3,959 shares; 2025Q4: 5,443 shares 5,443 $432K 0.01% +1,484 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,805 shares; 2025Q1: 5,864 shares; 2025Q2: 5,927 shares; 2025Q3: 5,988 shares; 2025Q4: 6,216 shares 6,216 $432K 0.01% +228 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 5,465 shares; 2025Q1: 5,481 shares; 2025Q2: 5,496 shares; 2025Q3: 5,510 shares; 2025Q4: 5,523 shares 5,523 $429K 0.01% +13 Timeline