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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132,101 shares; 2024Q4: 1,142,980 shares; 2025Q1: 1,178,843 shares; 2025Q2: 1,195,224 shares; 2025Q3: 1,218,854 shares 1,218,854 $585M 6.77% +23,630 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373,644 shares; 2024Q4: 1,391,934 shares; 2025Q1: 1,477,951 shares; 2025Q2: 1,547,972 shares; 2025Q3: 1,595,966 shares 1,595,966 $344M 3.99% +47,994 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540,320 shares; 2024Q4: 5,788,877 shares; 2025Q1: 5,676,812 shares; 2025Q2: 5,697,243 shares; 2025Q3: 5,612,340 shares 5,612,340 $336M 3.9% -84,903 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506,793 shares; 2024Q4: 1,631,057 shares; 2025Q1: 1,662,744 shares; 2025Q2: 1,651,080 shares; 2025Q3: 1,702,382 shares 1,702,382 $317M 3.68% +51,302 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136,225 shares; 2024Q4: 3,365,263 shares; 2025Q1: 3,503,273 shares; 2025Q2: 3,450,389 shares; 2025Q3: 3,538,473 shares 3,538,473 $309M 3.58% +88,084 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811,595 shares; 2024Q4: 1,894,273 shares; 2025Q1: 1,957,487 shares; 2025Q2: 2,027,657 shares; 2025Q3: 2,136,920 shares 2,136,920 $221M 2.56% +109,263 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,979 shares; 2024Q4: 884,026 shares; 2025Q1: 861,472 shares; 2025Q2: 861,560 shares; 2025Q3: 833,809 shares 833,809 $212M 2.46% -27,751 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,518 shares; 2024Q4: 416,107 shares; 2025Q1: 408,014 shares; 2025Q2: 400,931 shares; 2025Q3: 395,160 shares 395,160 $205M 2.37% -5,771 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,176,446 shares; 2024Q4: 5,168,207 shares; 2025Q1: 5,124,524 shares; 2025Q2: 5,074,660 shares; 2025Q3: 4,996,437 shares 4,996,437 $193M 2.23% -78,223 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,575 shares; 2024Q4: 264,127 shares; 2025Q1: 259,469 shares; 2025Q2: 269,566 shares; 2025Q3: 265,210 shares 265,210 $178M 2.06% -4,356 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,977 shares; 2024Q4: 153,726 shares; 2025Q1: 1,659,857 shares; 2025Q2: 1,811,931 shares; 2025Q3: 1,977,284 shares 1,977,284 $176M 2.04% +165,353 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636,314 shares; 2024Q4: 1,714,704 shares; 2025Q1: 1,646,146 shares; 2025Q2: 1,451,997 shares; 2025Q3: 1,446,491 shares 1,446,491 $172M 1.99% -5,506 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680,477 shares; 2024Q4: 3,639,955 shares; 2025Q1: 3,524,418 shares; 2025Q2: 3,468,551 shares; 2025Q3: 3,418,262 shares 3,418,262 $156M 1.81% -50,289 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,159 shares; 2024Q4: 271,367 shares; 2025Q1: 266,543 shares; 2025Q2: 268,453 shares; 2025Q3: 274,325 shares 274,325 $128M 1.49% +5,872 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,239 shares; 2024Q4: 986,881 shares; 2025Q1: 1,013,318 shares; 2025Q2: 1,261,168 shares; 2025Q3: 1,259,557 shares 1,259,557 $126M 1.46% -1,611 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,582 shares; 2024Q4: 428,153 shares; 2025Q1: 406,234 shares; 2025Q2: 394,226 shares; 2025Q3: 368,823 shares 368,823 $122M 1.41% -25,403 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954,667 shares; 2024Q4: 2,004,885 shares; 2025Q1: 1,907,217 shares; 2025Q2: 1,806,801 shares; 2025Q3: 1,739,034 shares 1,739,034 $118M 1.37% -67,767 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623,512 shares; 2024Q4: 2,591,495 shares; 2025Q1: 2,551,604 shares; 2025Q2: 2,517,105 shares; 2025Q3: 2,486,895 shares 2,486,895 $115M 1.33% -30,210 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807,616 shares; 2024Q4: 830,216 shares; 2025Q1: 872,492 shares; 2025Q2: 1,016,141 shares; 2025Q3: 1,032,578 shares 1,032,578 $112M 1.3% +16,437 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390,093 shares; 2024Q4: 2,362,720 shares; 2025Q1: 2,309,668 shares; 2025Q2: 2,273,790 shares; 2025Q3: 2,241,492 shares 2,241,492 $100M 1.16% -32,298 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,031 shares; 2024Q4: 1,369,286 shares; 2025Q1: 1,365,725 shares; 2025Q2: 1,447,711 shares; 2025Q3: 1,439,076 shares 1,439,076 $94.9M 1.1% -8,635 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707,535 shares; 2024Q4: 1,814,130 shares; 2025Q1: 1,776,898 shares; 2025Q2: 1,745,696 shares; 2025Q3: 1,710,287 shares 1,710,287 $92.7M 1.07% -35,409 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,500 shares; 2024Q4: 752,320 shares; 2025Q1: 710,681 shares; 2025Q2: 849,875 shares; 2025Q3: 829,674 shares 829,674 $91.8M 1.06% -20,201 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,789 shares; 2024Q4: 445,948 shares; 2025Q1: 439,699 shares; 2025Q2: 447,183 shares; 2025Q3: 443,946 shares 443,946 $90.4M 1.05% -3,237 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,457 shares; 2024Q4: 370,413 shares; 2025Q1: 366,746 shares; 2025Q2: 367,465 shares; 2025Q3: 366,672 shares 366,672 $89.3M 1.03% -793 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,055 shares; 2024Q4: 754,241 shares; 2025Q1: 733,688 shares; 2025Q2: 720,950 shares; 2025Q3: 714,830 shares 714,830 $86.3M 1% -6,120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167,132 shares; 2024Q4: 1,154,992 shares; 2025Q1: 1,145,407 shares; 2025Q2: 1,205,949 shares; 2025Q3: 1,188,307 shares 1,188,307 $86.1M 1% -17,642 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565,849 shares; 2024Q4: 2,883,089 shares; 2025Q1: 2,936,778 shares; 2025Q2: 2,457,840 shares; 2025Q3: 2,539,420 shares 2,539,420 $80.9M 0.94% +81,580 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271,038 shares; 2024Q4: 2,422,047 shares; 2025Q1: 1,197,955 shares; 2025Q2: 1,013,737 shares; 2025Q3: 990,947 shares 990,947 $76M 0.88% -22,790 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,793 shares; 2024Q4: 354,389 shares; 2025Q1: 350,900 shares; 2025Q2: 362,293 shares; 2025Q3: 358,443 shares 358,443 $74.8M 0.87% -3,850 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847,465 shares; 2024Q4: 982,406 shares; 2025Q1: 972,472 shares; 2025Q2: 949,055 shares; 2025Q3: 930,653 shares 930,653 $74.4M 0.86% -18,402 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,112 shares; 2024Q4: 272,773 shares; 2025Q1: 270,712 shares; 2025Q2: 272,403 shares; 2025Q3: 264,253 shares 264,253 $73.8M 0.86% -8,150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,776 shares; 2024Q4: 233,473 shares; 2025Q1: 229,114 shares; 2025Q2: 226,505 shares; 2025Q3: 222,193 shares 222,193 $70.1M 0.81% -4,312 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,689 shares; 2024Q4: 288,498 shares; 2025Q1: 283,695 shares; 2025Q2: 280,034 shares; 2025Q3: 277,792 shares 277,792 $69.8M 0.81% -2,242 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,372 shares; 2025Q1: 59,409 shares; 2025Q2: 58,763 shares; 2025Q3: 57,945 shares 57,945 $67.6M 0.78% -818 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,366 shares; 2024Q4: 92,172 shares; 2025Q1: 93,073 shares; 2025Q2: 94,502 shares; 2025Q3: 96,429 shares 96,429 $64.2M 0.74% +1,927 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,271 shares; 2024Q4: 227,598 shares; 2025Q1: 235,919 shares; 2025Q2: 379,455 shares; 2025Q3: 365,243 shares 365,243 $60.1M 0.7% -14,212 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,195 shares; 2024Q4: 487,167 shares; 2025Q1: 493,859 shares; 2025Q2: 492,059 shares; 2025Q3: 492,733 shares 492,733 $59.4M 0.69% +674 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,045 shares; 2024Q4: 182,206 shares; 2025Q1: 181,166 shares; 2025Q2: 177,419 shares; 2025Q3: 173,033 shares 173,033 $56.8M 0.66% -4,386 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853,125 shares; 2024Q4: 848,590 shares; 2025Q1: 825,427 shares; 2025Q2: 815,083 shares; 2025Q3: 794,002 shares 794,002 $54.3M 0.63% -21,081 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831,242 shares; 2024Q4: 880,076 shares; 2025Q1: 849,733 shares; 2025Q2: 835,714 shares; 2025Q3: 820,678 shares 820,678 $53.6M 0.62% -15,036 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,503 shares; 2024Q4: 244,721 shares; 2025Q1: 240,833 shares; 2025Q2: 247,744 shares; 2025Q3: 242,300 shares 242,300 $53.2M 0.62% -5,444 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,501 shares; 2024Q4: 581,495 shares; 2025Q1: 568,863 shares; 2025Q2: 564,675 shares; 2025Q3: 548,621 shares 548,621 $51.2M 0.59% -16,054 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,702 shares; 2024Q4: 99,815 shares; 2025Q1: 99,457 shares; 2025Q2: 97,879 shares; 2025Q3: 97,112 shares 97,112 $48.8M 0.57% -767 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,542 shares; 2024Q4: 836,549 shares; 2025Q1: 813,311 shares; 2025Q2: 794,874 shares; 2025Q3: 777,675 shares 777,675 $45.3M 0.52% -17,199 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,946 shares; 2024Q4: 135,220 shares; 2025Q1: 133,072 shares; 2025Q2: 132,942 shares; 2025Q3: 131,107 shares 131,107 $44.8M 0.52% -1,835 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,448 shares; 2025Q1: 751,326 shares; 2025Q2: 1,245,030 shares; 2025Q3: 1,457,970 shares 1,457,970 $44.3M 0.51% +212,940 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,749 shares; 2024Q4: 232,140 shares; 2025Q1: 228,516 shares; 2025Q2: 226,364 shares; 2025Q3: 221,888 shares 221,888 $41.1M 0.48% -4,476 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,625 shares; 2024Q4: 183,372 shares; 2025Q1: 180,579 shares; 2025Q2: 174,531 shares; 2025Q3: 167,034 shares 167,034 $40.4M 0.47% -7,497 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558,041 shares; 2024Q4: 1,610,128 shares; 2025Q1: 1,577,066 shares; 2025Q2: 1,553,509 shares; 2025Q3: 1,525,042 shares 1,525,042 $40.2M 0.47% -28,467 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,613 shares; 2024Q4: 222,492 shares; 2025Q1: 208,936 shares; 2025Q2: 203,288 shares; 2025Q3: 193,743 shares 193,743 $37.9M 0.44% -9,545 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,136 shares; 2024Q4: 51,450 shares; 2025Q1: 50,214 shares; 2025Q2: 49,681 shares; 2025Q3: 48,869 shares 48,869 $37.3M 0.43% -812 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,258 shares; 2024Q4: 562,585 shares; 2025Q1: 565,552 shares; 2025Q2: 547,045 shares; 2025Q3: 532,668 shares 532,668 $36.5M 0.42% -14,377 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,391 shares; 2024Q4: 488,982 shares; 2025Q1: 474,666 shares; 2025Q2: 465,099 shares; 2025Q3: 461,798 shares 461,798 $36.1M 0.42% -3,301 Timeline JPUS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,109 shares; 2024Q4: 307,668 shares; 2025Q1: 296,837 shares; 2025Q2: 276,908 shares; 2025Q3: 272,402 shares 272,402 $33.8M 0.39% -4,506 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,343 shares; 2024Q4: 84,678 shares; 2025Q1: 84,070 shares; 2025Q2: 83,361 shares; 2025Q3: 82,212 shares 82,212 $33.3M 0.39% -1,149 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,775 shares; 2024Q4: 677,339 shares; 2025Q1: 682,255 shares; 2025Q2: 640,069 shares; 2025Q3: 640,570 shares 640,570 $32.1M 0.37% +501 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,930 shares; 2024Q4: 1,020,881 shares; 2025Q1: 985,805 shares; 2025Q2: 985,438 shares; 2025Q3: 981,963 shares 981,963 $31.3M 0.36% -3,475 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 382,550 shares; 2025Q1: 413,763 shares; 2025Q2: 402,871 shares; 2025Q3: 392,739 shares 392,739 $31M 0.36% -10,132 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,116 shares; 2024Q4: 156,470 shares; 2025Q1: 155,497 shares; 2025Q2: 155,080 shares; 2025Q3: 152,587 shares 152,587 $30.7M 0.36% -2,493 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,460 shares; 2024Q4: 996,506 shares; 2025Q1: 1,056,894 shares; 2025Q2: 1,181,583 shares; 2025Q3: 1,195,212 shares 1,195,212 $30.5M 0.35% +13,629 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,208 shares; 2024Q4: 111,709 shares; 2025Q1: 108,441 shares; 2025Q2: 106,945 shares; 2025Q3: 104,511 shares 104,511 $29.5M 0.34% -2,434 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,219 shares; 2024Q4: 100,687 shares; 2025Q1: 100,366 shares; 2025Q2: 100,077 shares; 2025Q3: 101,190 shares 101,190 $28.5M 0.33% +1,113 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,339 shares; 2024Q4: 98,656 shares; 2025Q1: 96,951 shares; 2025Q2: 97,783 shares; 2025Q3: 96,220 shares 96,220 $28.2M 0.33% -1,563 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,588 shares; 2024Q4: 104,996 shares; 2025Q1: 106,330 shares; 2025Q2: 111,320 shares; 2025Q3: 110,522 shares 110,522 $28.1M 0.33% -798 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,101 shares; 2024Q4: 275,859 shares; 2025Q1: 286,208 shares; 2025Q2: 288,520 shares; 2025Q3: 287,880 shares 287,880 $27.4M 0.32% -640 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,018 shares; 2024Q4: 212,058 shares; 2025Q1: 208,692 shares; 2025Q2: 206,878 shares; 2025Q3: 204,576 shares 204,576 $26.8M 0.31% -2,302 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,571 shares; 2024Q4: 201,820 shares; 2025Q1: 204,951 shares; 2025Q2: 243,754 shares; 2025Q3: 245,039 shares 245,039 $26.2M 0.3% +1,285 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,666 shares; 2024Q4: 501,480 shares; 2025Q1: 512,005 shares; 2025Q2: 510,325 shares; 2025Q3: 505,909 shares 505,909 $25.9M 0.3% -4,416 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,773 shares; 2024Q4: 66,853 shares; 2025Q1: 68,365 shares; 2025Q2: 68,280 shares; 2025Q3: 68,373 shares 68,373 $25M 0.29% +93 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,087 shares; 2024Q4: 150,218 shares; 2025Q1: 144,255 shares; 2025Q2: 138,620 shares; 2025Q3: 135,792 shares 135,792 $24M 0.28% -2,828 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,976 shares; 2024Q4: 146,739 shares; 2025Q1: 134,798 shares; 2025Q2: 125,028 shares; 2025Q3: 118,505 shares 118,505 $23.9M 0.28% -6,523 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,758 shares; 2024Q4: 94,939 shares; 2025Q1: 96,963 shares; 2025Q2: 99,338 shares; 2025Q3: 97,214 shares 97,214 $23.6M 0.27% -2,124 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,929 shares; 2024Q4: 133,449 shares; 2025Q1: 124,989 shares; 2025Q2: 126,049 shares; 2025Q3: 124,216 shares 124,216 $23.2M 0.27% -1,833 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,017 shares; 2024Q4: 158,177 shares; 2025Q1: 154,952 shares; 2025Q2: 149,696 shares; 2025Q3: 145,597 shares 145,597 $22.4M 0.26% -4,099 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,555 shares; 2024Q4: 911,294 shares; 2025Q1: 841,413 shares; 2025Q2: 792,760 shares; 2025Q3: 750,944 shares 750,944 $22.3M 0.26% -41,816 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927,925 shares; 2024Q4: 882,490 shares; 2025Q1: 864,060 shares; 2025Q2: 819,889 shares; 2025Q3: 797,401 shares 797,401 $22.3M 0.26% -22,488 MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,621 shares; 2024Q4: 247,947 shares; 2025Q1: 242,805 shares; 2025Q2: 212,704 shares; 2025Q3: 207,130 shares 207,130 $22.1M 0.26% -5,574 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,947 shares; 2024Q4: 160,556 shares; 2025Q1: 155,566 shares; 2025Q2: 148,991 shares; 2025Q3: 151,155 shares 151,155 $21.2M 0.25% +2,164 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,716 shares; 2024Q4: 483,166 shares; 2025Q1: 452,864 shares; 2025Q2: 429,690 shares; 2025Q3: 413,176 shares 413,176 $21.1M 0.24% -16,514 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 75,312 shares; 2025Q1: 75,542 shares; 2025Q2: 74,166 shares; 2025Q3: 71,774 shares 71,774 $21.1M 0.24% -2,392 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,858 shares; 2024Q4: 203,150 shares; 2025Q1: 202,235 shares; 2025Q2: 203,566 shares; 2025Q3: 201,490 shares 201,490 $20.8M 0.24% -2,076 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,099 shares; 2024Q4: 764,539 shares; 2025Q1: 771,923 shares; 2025Q2: 764,926 shares; 2025Q3: 761,411 shares 761,411 $20.5M 0.24% -3,515 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,307 shares; 2024Q4: 655,125 shares; 2025Q1: 661,056 shares; 2025Q2: 655,714 shares; 2025Q3: 639,041 shares 639,041 $20.1M 0.23% -16,673 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,775 shares; 2024Q4: 362,514 shares; 2025Q1: 359,706 shares; 2025Q2: 365,751 shares; 2025Q3: 359,087 shares 359,087 $19.9M 0.23% -6,664 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,626 shares; 2024Q4: 48,693 shares; 2025Q1: 56,201 shares; 2025Q2: 559,075 shares; 2025Q3: 553,384 shares 553,384 $19.8M 0.23% -5,691 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,401 shares; 2024Q4: 202,086 shares; 2025Q1: 201,886 shares; 2025Q2: 195,958 shares; 2025Q3: 194,015 shares 194,015 $19.4M 0.23% -1,943 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,334 shares; 2024Q4: 227,076 shares; 2025Q1: 225,529 shares; 2025Q2: 226,892 shares; 2025Q3: 233,409 shares 233,409 $18.4M 0.21% +6,517 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,013 shares; 2024Q4: 218,994 shares; 2025Q1: 219,059 shares; 2025Q2: 213,543 shares; 2025Q3: 211,826 shares 211,826 $17.8M 0.21% -1,717 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,115 shares; 2024Q4: 27,403 shares; 2025Q1: 27,442 shares; 2025Q2: 27,333 shares; 2025Q3: 28,978 shares 28,978 $17.7M 0.21% +1,645 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,655 shares; 2024Q4: 76,342 shares; 2025Q1: 74,939 shares; 2025Q2: 76,027 shares; 2025Q3: 75,468 shares 75,468 $17.5M 0.2% -559 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,933 shares; 2024Q4: 71,763 shares; 2025Q1: 64,780 shares; 2025Q2: 62,325 shares; 2025Q3: 58,368 shares 58,368 $17.4M 0.2% -3,957 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 70,635 shares; 2025Q1: 72,486 shares; 2025Q2: 69,702 shares; 2025Q3: 68,540 shares 68,540 $16.7M 0.19% -1,162 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 18 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 22 shares 22 $16.6M 0.19% +2 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,745 shares; 2024Q4: 45,132 shares; 2025Q1: 44,534 shares; 2025Q2: 44,683 shares; 2025Q3: 44,003 shares 44,003 $16.3M 0.19% -680 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,526 shares; 2024Q4: 32,670 shares; 2025Q1: 31,362 shares; 2025Q2: 32,333 shares; 2025Q3: 32,071 shares 32,071 $16M 0.19% -262 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,693 shares; 2024Q4: 78,658 shares; 2025Q1: 77,936 shares; 2025Q2: 77,040 shares; 2025Q3: 76,738 shares 76,738 $15.8M 0.18% -302 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,967 shares; 2024Q4: 199,017 shares; 2025Q1: 200,849 shares; 2025Q2: 205,996 shares; 2025Q3: 211,634 shares 211,634 $15.7M 0.18% +5,638 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,064 shares; 2024Q4: 93,594 shares; 2025Q1: 92,585 shares; 2025Q2: 92,019 shares; 2025Q3: 91,385 shares 91,385 $15.2M 0.18% -634 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,569 shares; 2024Q4: 514,358 shares; 2025Q1: 506,948 shares; 2025Q2: 498,568 shares; 2025Q3: 473,551 shares 473,551 $14.9M 0.17% -25,017 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,404 shares; 2025Q1: 85,151 shares; 2025Q2: 84,223 shares; 2025Q3: 83,670 shares 83,670 $14.6M 0.17% -553 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,954 shares; 2024Q4: 411,560 shares; 2025Q1: 400,544 shares; 2025Q2: 395,381 shares; 2025Q3: 395,741 shares 395,741 $14.4M 0.17% +360 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,459 shares; 2024Q4: 110,832 shares; 2025Q1: 108,917 shares; 2025Q2: 108,979 shares; 2025Q3: 107,080 shares 107,080 $14.3M 0.17% -1,899 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,818 shares; 2024Q4: 161,367 shares; 2025Q1: 157,263 shares; 2025Q2: 154,357 shares; 2025Q3: 149,245 shares 149,245 $14.2M 0.17% -5,112 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,650 shares; 2024Q4: 160,880 shares; 2025Q1: 156,357 shares; 2025Q2: 155,251 shares; 2025Q3: 152,346 shares 152,346 $14.2M 0.16% -2,905 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166,184 shares; 2025Q1: 179,842 shares; 2025Q2: 181,076 shares; 2025Q3: 178,470 shares 178,470 $13.4M 0.16% -2,606 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,963 shares; 2024Q4: 112,247 shares; 2025Q1: 117,854 shares; 2025Q2: 143,998 shares; 2025Q3: 143,112 shares 143,112 $13M 0.15% -886 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,841 shares; 2024Q4: 236,630 shares; 2025Q1: 228,427 shares; 2025Q2: 221,637 shares; 2025Q3: 215,379 shares 215,379 $12.8M 0.15% -6,258 ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,411 shares; 2024Q4: 297,148 shares; 2025Q1: 286,308 shares; 2025Q2: 283,427 shares; 2025Q3: 279,663 shares 279,663 $12.6M 0.15% -3,764 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,419 shares; 2024Q4: 498,478 shares; 2025Q1: 498,663 shares; 2025Q2: 497,791 shares; 2025Q3: 485,061 shares 485,061 $12.3M 0.14% -12,730 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,068 shares; 2024Q4: 148,678 shares; 2025Q1: 150,086 shares; 2025Q2: 149,304 shares; 2025Q3: 145,078 shares 145,078 $12.3M 0.14% -4,226 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,447 shares; 2024Q4: 86,921 shares; 2025Q1: 89,924 shares; 2025Q2: 84,295 shares; 2025Q3: 83,657 shares 83,657 $11.9M 0.14% -638 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,453 shares; 2024Q4: 185,136 shares; 2025Q1: 178,242 shares; 2025Q2: 177,204 shares; 2025Q3: 178,813 shares 178,813 $11.9M 0.14% +1,609 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,865 shares; 2024Q4: 23,934 shares; 2025Q1: 23,779 shares; 2025Q2: 34,999 shares; 2025Q3: 34,735 shares 34,735 $11.2M 0.13% -264 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,277 shares; 2024Q4: 140,063 shares; 2025Q1: 134,034 shares; 2025Q2: 126,514 shares; 2025Q3: 124,105 shares 124,105 $11.1M 0.13% -2,409 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,663 shares; 2024Q4: 106,274 shares; 2025Q1: 104,130 shares; 2025Q2: 99,696 shares; 2025Q3: 97,111 shares 97,111 $11.1M 0.13% -2,585 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 167,570 shares; 2025Q1: 200,095 shares; 2025Q2: 203,531 shares; 2025Q3: 199,629 shares 199,629 $11.1M 0.13% -3,902 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,019 shares; 2024Q4: 171,112 shares; 2025Q1: 171,113 shares; 2025Q2: 261,358 shares; 2025Q3: 259,233 shares 259,233 $11.1M 0.13% -2,125 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,230 shares; 2024Q4: 238,938 shares; 2025Q1: 238,249 shares; 2025Q2: 243,736 shares; 2025Q3: 238,375 shares 238,375 $10.9M 0.13% -5,361 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,772 shares; 2024Q4: 10,446 shares; 2025Q1: 10,763 shares; 2025Q2: 11,211 shares; 2025Q3: 11,128 shares 11,128 $10.8M 0.12% -83 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,649 shares; 2024Q4: 122,137 shares; 2025Q1: 118,635 shares; 2025Q2: 117,969 shares; 2025Q3: 117,675 shares 117,675 $10.8M 0.12% -294 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,178 shares; 2025Q1: 84,058 shares; 2025Q2: 83,362 shares; 2025Q3: 79,625 shares 79,625 $10.7M 0.12% -3,737 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,618 shares; 2024Q4: 27,512 shares; 2025Q1: 26,741 shares; 2025Q2: 25,666 shares; 2025Q3: 24,704 shares 24,704 $10.6M 0.12% -962 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,406 shares; 2025Q1: 75,299 shares; 2025Q2: 75,450 shares; 2025Q3: 74,951 shares 74,951 $10.3M 0.12% -499 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,268 shares; 2024Q4: 28,765 shares; 2025Q1: 29,613 shares; 2025Q2: 31,558 shares; 2025Q3: 32,628 shares 32,628 $9.92M 0.11% +1,070 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,158 shares; 2024Q4: 138,795 shares; 2025Q1: 138,307 shares; 2025Q2: 125,637 shares; 2025Q3: 116,921 shares 116,921 $9.77M 0.11% -8,716 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,127 shares; 2024Q4: 159,922 shares; 2025Q1: 159,967 shares; 2025Q2: 152,976 shares; 2025Q3: 151,547 shares 151,547 $9.67M 0.11% -1,429 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,201 shares; 2024Q4: 221,270 shares; 2025Q1: 237,196 shares; 2025Q2: 236,694 shares; 2025Q3: 225,597 shares 225,597 $9.65M 0.11% -11,097 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 51,240 shares; 2025Q1: 50,806 shares; 2025Q2: 50,821 shares; 2025Q3: 50,763 shares 50,763 $9.63M 0.11% -58 Timeline RWO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,146 shares; 2024Q4: 212,359 shares; 2025Q1: 209,333 shares; 2025Q2: 208,895 shares; 2025Q3: 210,105 shares 210,105 $9.62M 0.11% +1,210 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,280 shares; 2024Q4: 138,303 shares; 2025Q1: 147,962 shares; 2025Q2: 143,858 shares; 2025Q3: 149,699 shares 149,699 $9.61M 0.11% +5,841 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,679 shares; 2024Q4: 103,180 shares; 2025Q1: 105,147 shares; 2025Q2: 112,203 shares; 2025Q3: 114,279 shares 114,279 $9.41M 0.11% +2,076 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,967 shares; 2024Q4: 64,134 shares; 2025Q1: 61,223 shares; 2025Q2: 57,836 shares; 2025Q3: 55,141 shares 55,141 $9.29M 0.11% -2,695 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,613 shares; 2024Q4: 131,638 shares; 2025Q1: 123,182 shares; 2025Q2: 117,194 shares; 2025Q3: 113,712 shares 113,712 $9.09M 0.11% -3,482 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,307 shares; 2024Q4: 13,253 shares; 2025Q1: 14,501 shares; 2025Q2: 15,183 shares; 2025Q3: 15,131 shares 15,131 $9.08M 0.11% -52 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,690 shares; 2024Q4: 51,177 shares; 2025Q1: 56,012 shares; 2025Q2: 56,763 shares; 2025Q3: 53,535 shares 53,535 $8.96M 0.1% -3,228 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,993 shares; 2024Q4: 9,028 shares; 2025Q1: 8,408 shares; 2025Q2: 41,450 shares; 2025Q3: 42,504 shares 42,504 $8.7M 0.1% +1,054 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,993 shares; 2024Q4: 24,610 shares; 2025Q1: 23,973 shares; 2025Q2: 23,105 shares; 2025Q3: 21,853 shares 21,853 $8.56M 0.1% -1,252 Timeline AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,966 shares; 2024Q4: 782,567 shares; 2025Q1: 558,977 shares; 2025Q2: 558,972 shares; 2025Q3: 558,972 shares 558,972 $8.54M 0.1% 0 FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,458 shares; 2024Q4: 101,618 shares; 2025Q1: 99,010 shares; 2025Q2: 103,428 shares; 2025Q3: 99,258 shares 99,258 $8.35M 0.1% -4,170 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,790 shares; 2024Q4: 102,429 shares; 2025Q1: 99,482 shares; 2025Q2: 94,854 shares; 2025Q3: 93,943 shares 93,943 $8.33M 0.1% -911 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,285 shares; 2024Q4: 55,525 shares; 2025Q1: 54,704 shares; 2025Q2: 56,798 shares; 2025Q3: 57,023 shares 57,023 $8.3M 0.1% +225 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,374 shares; 2024Q4: 60,452 shares; 2025Q1: 59,430 shares; 2025Q2: 56,469 shares; 2025Q3: 56,587 shares 56,587 $8.24M 0.1% +118 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,403 shares; 2024Q4: 74,216 shares; 2025Q1: 73,424 shares; 2025Q2: 75,374 shares; 2025Q3: 71,648 shares 71,648 $8.08M 0.09% -3,726 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,561 shares; 2024Q4: 112,023 shares; 2025Q1: 115,567 shares; 2025Q2: 108,310 shares; 2025Q3: 100,420 shares 100,420 $8.03M 0.09% -7,890 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,529 shares; 2024Q4: 27,530 shares; 2025Q1: 26,919 shares; 2025Q2: 26,900 shares; 2025Q3: 25,081 shares 25,081 $8.03M 0.09% -1,819 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 11,110 shares; 2025Q1: 10,799 shares; 2025Q2: 10,868 shares; 2025Q3: 10,730 shares 10,730 $7.88M 0.09% -138 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 10,535 shares; 2025Q1: 13,767 shares; 2025Q2: 13,861 shares; 2025Q3: 13,791 shares 13,791 $7.84M 0.09% -70 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,047 shares; 2024Q4: 70,707 shares; 2025Q1: 70,700 shares; 2025Q2: 70,463 shares; 2025Q3: 69,164 shares 69,164 $7.73M 0.09% -1,299 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,772 shares; 2024Q4: 53,439 shares; 2025Q1: 51,918 shares; 2025Q2: 52,285 shares; 2025Q3: 54,342 shares 54,342 $7.66M 0.09% +2,057 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,975 shares; 2024Q4: 52,975 shares; 2025Q1: 52,950 shares; 2025Q2: 52,880 shares; 2025Q3: 52,544 shares 52,544 $7.48M 0.09% -336 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,746 shares; 2024Q4: 21,116 shares; 2025Q1: 21,472 shares; 2025Q2: 21,475 shares; 2025Q3: 20,725 shares 20,725 $7.31M 0.08% -750 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,076 shares; 2024Q4: 36,728 shares; 2025Q1: 35,580 shares; 2025Q2: 32,499 shares; 2025Q3: 30,807 shares 30,807 $7.26M 0.08% -1,692 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,440 shares; 2024Q4: 145,113 shares; 2025Q1: 143,900 shares; 2025Q2: 147,788 shares; 2025Q3: 146,151 shares 146,151 $7.23M 0.08% -1,637 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,244 shares; 2024Q4: 9,224 shares; 2025Q1: 9,319 shares; 2025Q2: 9,650 shares; 2025Q3: 9,617 shares 9,617 $7.18M 0.08% -33 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,303 shares; 2024Q4: 135,425 shares; 2025Q1: 128,122 shares; 2025Q2: 125,205 shares; 2025Q3: 124,575 shares 124,575 $7.12M 0.08% -630 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,132 shares; 2024Q4: 23,225 shares; 2025Q1: 22,486 shares; 2025Q2: 24,362 shares; 2025Q3: 22,945 shares 22,945 $7.06M 0.08% -1,417 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,085 shares; 2024Q4: 124,412 shares; 2025Q1: 124,713 shares; 2025Q2: 126,386 shares; 2025Q3: 123,954 shares 123,954 $6.86M 0.08% -2,432 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,962 shares; 2024Q4: 65,309 shares; 2025Q1: 63,641 shares; 2025Q2: 68,386 shares; 2025Q3: 70,637 shares 70,637 $6.82M 0.08% +2,251 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,883 shares; 2024Q4: 49,104 shares; 2025Q1: 48,377 shares; 2025Q2: 48,412 shares; 2025Q3: 48,298 shares 48,298 $6.75M 0.08% -114 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,341 shares; 2024Q4: 25,900 shares; 2025Q1: 26,929 shares; 2025Q2: 27,598 shares; 2025Q3: 27,720 shares 27,720 $6.57M 0.08% +122 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,552 shares; 2024Q4: 142,940 shares; 2025Q1: 145,547 shares; 2025Q2: 147,832 shares; 2025Q3: 150,624 shares 150,624 $6.54M 0.08% +2,792 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,121 shares; 2024Q4: 272,240 shares; 2025Q1: 277,952 shares; 2025Q2: 270,499 shares; 2025Q3: 277,226 shares 277,226 $6.45M 0.07% +6,727 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,859 shares; 2024Q4: 14,398 shares; 2025Q1: 13,805 shares; 2025Q2: 14,743 shares; 2025Q3: 14,511 shares 14,511 $6.45M 0.07% -232 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,325 shares; 2024Q4: 19,533 shares; 2025Q1: 19,444 shares; 2025Q2: 19,691 shares; 2025Q3: 19,278 shares 19,278 $6.4M 0.07% -413 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,490 shares; 2024Q4: 60,554 shares; 2025Q1: 65,663 shares; 2025Q2: 70,487 shares; 2025Q3: 69,710 shares 69,710 $6.37M 0.07% -777 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 7,074 shares; 2025Q1: 6,985 shares; 2025Q2: 6,832 shares; 2025Q3: 6,780 shares 6,780 $6.28M 0.07% -52 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,470 shares; 2024Q4: 17,968 shares; 2025Q1: 19,197 shares; 2025Q2: 17,403 shares; 2025Q3: 17,626 shares 17,626 $6.27M 0.07% +223 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,750 shares; 2024Q4: 83,335 shares; 2025Q1: 78,516 shares; 2025Q2: 75,719 shares; 2025Q3: 72,772 shares 72,772 $6.17M 0.07% -2,947 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,529 shares; 2024Q4: 128,820 shares; 2025Q1: 121,259 shares; 2025Q2: 117,650 shares; 2025Q3: 117,367 shares 117,367 $6.14M 0.07% -283 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,414 shares; 2024Q4: 21,262 shares; 2025Q1: 21,540 shares; 2025Q2: 21,454 shares; 2025Q3: 21,350 shares 21,350 $6.02M 0.07% -104 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,543 shares; 2024Q4: 40,269 shares; 2025Q1: 39,744 shares; 2025Q2: 39,152 shares; 2025Q3: 39,708 shares 39,708 $5.95M 0.07% +556 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,790 shares; 2024Q4: 173,951 shares; 2025Q1: 172,675 shares; 2025Q2: 175,123 shares; 2025Q3: 177,045 shares 177,045 $5.82M 0.07% +1,922 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,999 shares; 2024Q4: 70,360 shares; 2025Q1: 74,206 shares; 2025Q2: 83,936 shares; 2025Q3: 91,610 shares 91,610 $5.72M 0.07% +7,674 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 7,499 shares; 2025Q1: 7,404 shares; 2025Q2: 7,371 shares; 2025Q3: 7,242 shares 7,242 $5.59M 0.06% -129 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,075 shares; 2024Q4: 71,805 shares; 2025Q1: 70,124 shares; 2025Q2: 68,925 shares; 2025Q3: 70,950 shares 70,950 $5.56M 0.06% +2,025 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 137,825 shares; 2025Q1: 137,825 shares; 2025Q2: 137,957 shares; 2025Q3: 137,816 shares 137,816 $5.54M 0.06% -141 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,152 shares; 2024Q4: 8,076 shares; 2025Q1: 9,561 shares; 2025Q2: 9,474 shares; 2025Q3: 9,254 shares 9,254 $5.52M 0.06% -220 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,260 shares; 2024Q4: 205,607 shares; 2025Q1: 200,033 shares; 2025Q2: 195,324 shares; 2025Q3: 194,241 shares 194,241 $5.42M 0.06% -1,083 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,669 shares; 2024Q4: 206,569 shares; 2025Q1: 206,155 shares; 2025Q2: 205,449 shares; 2025Q3: 213,106 shares 213,106 $5.32M 0.06% +7,657 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,803 shares; 2024Q4: 337,477 shares; 2025Q1: 330,450 shares; 2025Q2: 315,973 shares; 2025Q3: 306,266 shares 306,266 $5.29M 0.06% -9,707 Timeline VUSB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,826 shares; 2024Q4: 109,210 shares; 2025Q1: 109,311 shares; 2025Q2: 103,069 shares; 2025Q3: 102,503 shares 102,503 $5.12M 0.06% -566 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,336 shares; 2024Q4: 91,199 shares; 2025Q1: 86,994 shares; 2025Q2: 79,809 shares; 2025Q3: 76,210 shares 76,210 $5.11M 0.06% -3,599 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,852 shares; 2024Q4: 7,974 shares; 2025Q1: 7,885 shares; 2025Q2: 7,971 shares; 2025Q3: 8,058 shares 8,058 $4.91M 0.06% +87 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,629 shares; 2024Q4: 30,735 shares; 2025Q1: 31,149 shares; 2025Q2: 30,802 shares; 2025Q3: 30,816 shares 30,816 $4.79M 0.06% +14 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,424 shares; 2024Q4: 29,641 shares; 2025Q1: 30,891 shares; 2025Q2: 32,470 shares; 2025Q3: 32,123 shares 32,123 $4.7M 0.05% -347 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 12,305 shares; 2025Q1: 12,558 shares; 2025Q2: 13,272 shares; 2025Q3: 13,128 shares 13,128 $4.68M 0.05% -144 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,914 shares; 2024Q4: 89,228 shares; 2025Q1: 88,574 shares; 2025Q2: 87,467 shares; 2025Q3: 87,153 shares 87,153 $4.65M 0.05% -314 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,537 shares; 2024Q4: 36,336 shares; 2025Q1: 35,297 shares; 2025Q2: 14,217 shares; 2025Q3: 13,231 shares 13,231 $4.57M 0.05% -986 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,124 shares; 2024Q4: 60,211 shares; 2025Q1: 62,608 shares; 2025Q2: 63,275 shares; 2025Q3: 62,091 shares 62,091 $4.52M 0.05% -1,184 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 889 shares; 2025Q1: 859 shares; 2025Q2: 841 shares; 2025Q3: 831 shares 831 $4.49M 0.05% -10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,037 shares; 2024Q4: 30,667 shares; 2025Q1: 29,362 shares; 2025Q2: 32,460 shares; 2025Q3: 32,558 shares 32,558 $4.49M 0.05% +98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,959 shares; 2024Q4: 44,709 shares; 2025Q1: 44,095 shares; 2025Q2: 43,875 shares; 2025Q3: 42,754 shares 42,754 $4.47M 0.05% -1,121 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,642 shares; 2024Q4: 180,547 shares; 2025Q1: 167,549 shares; 2025Q2: 152,433 shares; 2025Q3: 141,899 shares 141,899 $4.46M 0.05% -10,534 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,740 shares; 2024Q4: 131,228 shares; 2025Q1: 134,237 shares; 2025Q2: 158,879 shares; 2025Q3: 156,461 shares 156,461 $4.42M 0.05% -2,418 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,637 shares; 2024Q4: 67,833 shares; 2025Q1: 66,385 shares; 2025Q2: 65,106 shares; 2025Q3: 64,629 shares 64,629 $4.32M 0.05% -477 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,931 shares; 2025Q3: 43,933 shares 43,933 $4.24M 0.05% +2 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,810 shares; 2024Q4: 76,510 shares; 2025Q1: 75,452 shares; 2025Q2: 73,841 shares; 2025Q3: 71,871 shares 71,871 $4.22M 0.05% -1,970 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,385 shares; 2025Q1: 50,426 shares; 2025Q2: 50,495 shares; 2025Q3: 50,558 shares 50,558 $4.22M 0.05% +63 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,888 shares; 2024Q4: 26,941 shares; 2025Q1: 29,159 shares; 2025Q2: 30,930 shares; 2025Q3: 31,779 shares 31,779 $4.08M 0.05% +849 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,588 shares; 2024Q4: 39,805 shares; 2025Q1: 36,825 shares; 2025Q2: 35,692 shares; 2025Q3: 35,711 shares 35,711 $3.97M 0.05% +19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,202 shares; 2024Q4: 25,108 shares; 2025Q1: 24,582 shares; 2025Q2: 24,484 shares; 2025Q3: 24,271 shares 24,271 $3.94M 0.05% -213 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,578 shares; 2024Q4: 65,905 shares; 2025Q1: 64,385 shares; 2025Q2: 61,732 shares; 2025Q3: 58,937 shares 58,937 $3.89M 0.05% -2,795 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,736 shares; 2024Q4: 30,029 shares; 2025Q1: 30,491 shares; 2025Q2: 30,519 shares; 2025Q3: 29,946 shares 29,946 $3.88M 0.05% -573 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 8,278 shares; 2025Q1: 7,848 shares; 2025Q2: 7,089 shares; 2025Q3: 6,874 shares 6,874 $3.87M 0.04% -215 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,551 shares; 2024Q4: 38,580 shares; 2025Q1: 39,190 shares; 2025Q2: 39,251 shares; 2025Q3: 40,103 shares 40,103 $3.82M 0.04% +852 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,254 shares; 2024Q4: 85,891 shares; 2025Q1: 82,014 shares; 2025Q2: 85,269 shares; 2025Q3: 73,427 shares 73,427 $3.79M 0.04% -11,842 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,796 shares; 2025Q2: 102,274 shares; 2025Q3: 110,592 shares 110,592 $3.77M 0.04% +8,318 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,847 shares; 2024Q4: 27,407 shares; 2025Q1: 29,735 shares; 2025Q2: 41,999 shares; 2025Q3: 49,790 shares 49,790 $3.66M 0.04% +7,791 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,774 shares; 2024Q4: 114,206 shares; 2025Q1: 120,338 shares; 2025Q2: 120,742 shares; 2025Q3: 125,588 shares 125,588 $3.66M 0.04% +4,846 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,380 shares; 2025Q1: 14,217 shares; 2025Q2: 13,974 shares; 2025Q3: 19,957 shares 19,957 $3.64M 0.04% +5,983 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,595 shares; 2024Q4: 52,658 shares; 2025Q1: 48,165 shares; 2025Q2: 45,255 shares; 2025Q3: 42,922 shares 42,922 $3.6M 0.04% -2,333 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,932 shares; 2024Q4: 77,604 shares; 2025Q1: 73,220 shares; 2025Q2: 70,224 shares; 2025Q3: 71,513 shares 71,513 $3.59M 0.04% +1,289 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,008 shares; 2024Q4: 46,853 shares; 2025Q1: 49,179 shares; 2025Q2: 43,995 shares; 2025Q3: 42,930 shares 42,930 $3.57M 0.04% -1,065 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,798 shares; 2024Q4: 34,213 shares; 2025Q1: 33,809 shares; 2025Q2: 33,864 shares; 2025Q3: 32,156 shares 32,156 $3.53M 0.04% -1,708 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,812 shares; 2024Q4: 25,331 shares; 2025Q1: 24,864 shares; 2025Q2: 26,796 shares; 2025Q3: 29,120 shares 29,120 $3.45M 0.04% +2,324 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,190 shares; 2024Q4: 19,349 shares; 2025Q1: 21,041 shares; 2025Q2: 24,558 shares; 2025Q3: 24,490 shares 24,490 $3.39M 0.04% -68 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,642 shares; 2024Q4: 77,029 shares; 2025Q1: 74,377 shares; 2025Q2: 71,995 shares; 2025Q3: 71,779 shares 71,779 $3.32M 0.04% -216 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,016 shares; 2024Q4: 16,545 shares; 2025Q1: 15,531 shares; 2025Q2: 19,158 shares; 2025Q3: 19,410 shares 19,410 $3.32M 0.04% +252 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,143 shares 22,143 $3.3M 0.04% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 7,124 shares; 2025Q1: 6,953 shares; 2025Q2: 6,951 shares; 2025Q3: 6,911 shares 6,911 $3.3M 0.04% -40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 4,172 shares; 2025Q1: 4,202 shares; 2025Q2: 4,044 shares; 2025Q3: 4,135 shares 4,135 $3.29M 0.04% +91 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,032 shares; 2024Q4: 10,375 shares; 2025Q1: 9,606 shares; 2025Q2: 9,592 shares; 2025Q3: 9,576 shares 9,576 $3.27M 0.04% -16 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,770 shares; 2024Q4: 76,491 shares; 2025Q1: 74,778 shares; 2025Q2: 69,668 shares; 2025Q3: 67,994 shares 67,994 $3.26M 0.04% -1,674 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,721 shares; 2024Q4: 44,108 shares; 2025Q1: 41,258 shares; 2025Q2: 43,246 shares; 2025Q3: 42,502 shares 42,502 $3.21M 0.04% -744 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,157 shares; 2024Q4: 34,777 shares; 2025Q1: 35,305 shares; 2025Q2: 35,305 shares; 2025Q3: 35,560 shares 35,560 $3.18M 0.04% +255 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,487 shares; 2024Q4: 12,347 shares; 2025Q1: 11,792 shares; 2025Q2: 12,144 shares; 2025Q3: 13,335 shares 13,335 $3.15M 0.04% +1,191 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,829 shares; 2024Q4: 45,622 shares; 2025Q1: 42,713 shares; 2025Q2: 40,685 shares; 2025Q3: 40,344 shares 40,344 $3.04M 0.04% -341 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,097 shares; 2024Q4: 11,637 shares; 2025Q1: 11,504 shares; 2025Q2: 11,257 shares; 2025Q3: 9,954 shares 9,954 $2.99M 0.03% -1,303 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,853 shares; 2024Q4: 27,687 shares; 2025Q1: 27,759 shares; 2025Q2: 28,503 shares; 2025Q3: 30,445 shares 30,445 $2.98M 0.03% +1,942 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 6,432 shares; 2025Q1: 6,299 shares; 2025Q2: 6,271 shares; 2025Q3: 6,252 shares 6,252 $2.86M 0.03% -19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,246 shares; 2024Q4: 21,685 shares; 2025Q1: 20,696 shares; 2025Q2: 21,930 shares; 2025Q3: 22,323 shares 22,323 $2.76M 0.03% +393 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,072 shares; 2025Q3: 14,314 shares 14,314 $2.72M 0.03% +4,242 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,028 shares; 2024Q4: 178,623 shares; 2025Q1: 174,733 shares; 2025Q2: 170,611 shares; 2025Q3: 163,324 shares 163,324 $2.66M 0.03% -7,287 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,400 shares; 2024Q4: 43,208 shares; 2025Q1: 42,800 shares; 2025Q2: 44,722 shares; 2025Q3: 52,385 shares 52,385 $2.65M 0.03% +7,663 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,642 shares; 2024Q4: 95,544 shares; 2025Q1: 95,805 shares; 2025Q2: 113,653 shares; 2025Q3: 101,317 shares 101,317 $2.6M 0.03% -12,336 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,173 shares; 2024Q4: 48,356 shares; 2025Q1: 48,356 shares; 2025Q2: 48,732 shares; 2025Q3: 47,030 shares 47,030 $2.58M 0.03% -1,702 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,679 shares; 2024Q4: 15,912 shares; 2025Q1: 15,363 shares; 2025Q2: 15,765 shares; 2025Q3: 15,435 shares 15,435 $2.57M 0.03% -330 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,517 shares; 2024Q4: 28,856 shares; 2025Q1: 28,922 shares; 2025Q2: 28,770 shares; 2025Q3: 28,369 shares 28,369 $2.47M 0.03% -401 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 4,817 shares; 2025Q1: 4,347 shares; 2025Q2: 4,327 shares; 2025Q3: 5,052 shares 5,052 $2.45M 0.03% +725 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,309 shares; 2024Q4: 12,349 shares; 2025Q1: 11,522 shares; 2025Q2: 10,832 shares; 2025Q3: 11,638 shares 11,638 $2.45M 0.03% +806 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,405 shares; 2024Q4: 22,775 shares; 2025Q1: 25,307 shares; 2025Q2: 34,011 shares; 2025Q3: 34,012 shares 34,012 $2.45M 0.03% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,036 shares; 2024Q4: 58,451 shares; 2025Q1: 54,738 shares; 2025Q2: 53,776 shares; 2025Q3: 53,416 shares 53,416 $2.43M 0.03% -360 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,887 shares; 2024Q4: 50,054 shares; 2025Q1: 50,524 shares; 2025Q2: 50,539 shares; 2025Q3: 50,539 shares 50,539 $2.43M 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,334 shares; 2024Q4: 6,316 shares; 2025Q1: 6,158 shares; 2025Q2: 6,474 shares; 2025Q3: 6,403 shares 6,403 $2.43M 0.03% -71 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,294 shares; 2024Q4: 35,294 shares; 2025Q1: 35,194 shares; 2025Q2: 35,094 shares; 2025Q3: 35,094 shares 35,094 $2.42M 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 2,070 shares; 2025Q1: 2,023 shares; 2025Q2: 2,042 shares; 2025Q3: 2,014 shares 2,014 $2.42M 0.03% -28 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,286 shares; 2025Q1: 17,286 shares; 2025Q2: 19,411 shares; 2025Q3: 18,986 shares 18,986 $2.39M 0.03% -425 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 31,552 shares; 2025Q1: 29,914 shares; 2025Q2: 29,625 shares; 2025Q3: 29,621 shares 29,621 $2.39M 0.03% -4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,321 shares; 2024Q4: 53,354 shares; 2025Q1: 53,309 shares; 2025Q2: 53,161 shares; 2025Q3: 52,144 shares 52,144 $2.3M 0.03% -1,017 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,380 shares; 2025Q1: 8,312 shares; 2025Q2: 7,662 shares; 2025Q3: 7,647 shares 7,647 $2.3M 0.03% -15 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 26,386 shares; 2025Q1: 25,634 shares; 2025Q2: 25,150 shares; 2025Q3: 24,609 shares 24,609 $2.26M 0.03% -541 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,902 shares; 2024Q4: 43,872 shares; 2025Q1: 43,760 shares; 2025Q2: 47,822 shares; 2025Q3: 47,587 shares 47,587 $2.23M 0.03% -235 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,756 shares; 2024Q4: 22,234 shares; 2025Q1: 30,403 shares; 2025Q2: 30,607 shares; 2025Q3: 30,439 shares 30,439 $2.17M 0.03% -168 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,930 shares; 2025Q1: 47,657 shares; 2025Q2: 48,110 shares; 2025Q3: 46,751 shares 46,751 $2.17M 0.03% -1,359 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 4,817 shares; 2025Q1: 6,165 shares; 2025Q2: 8,045 shares; 2025Q3: 7,978 shares 7,978 $2.16M 0.02% -67 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 6,951 shares; 2025Q1: 7,287 shares; 2025Q2: 7,638 shares; 2025Q3: 7,616 shares 7,616 $2.15M 0.02% -22 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,489 shares; 2024Q4: 21,766 shares; 2025Q1: 22,780 shares; 2025Q2: 21,396 shares; 2025Q3: 21,137 shares 21,137 $2.12M 0.02% -259 Timeline TYD DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,000 shares; 2025Q3: 81,000 shares 81,000 $2.08M 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 12,465 shares; 2025Q1: 12,364 shares; 2025Q2: 12,727 shares; 2025Q3: 12,449 shares 12,449 $1.92M 0.02% -278 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,271 shares; 2024Q4: 20,778 shares; 2025Q1: 23,610 shares; 2025Q2: 23,475 shares; 2025Q3: 23,395 shares 23,395 $1.92M 0.02% -80 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,387 shares; 2025Q1: 6,570 shares; 2025Q2: 9,288 shares; 2025Q3: 9,197 shares 9,197 $1.91M 0.02% -91 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,719 shares; 2024Q4: 88,958 shares; 2025Q1: 88,547 shares; 2025Q2: 88,535 shares; 2025Q3: 88,687 shares 88,687 $1.91M 0.02% +152 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 7,034 shares; 2025Q1: 7,032 shares; 2025Q2: 7,300 shares; 2025Q3: 7,320 shares 7,320 $1.88M 0.02% +20 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,738 shares; 2024Q4: 9,315 shares; 2025Q1: 9,317 shares; 2025Q2: 9,319 shares; 2025Q3: 9,320 shares 9,320 $1.86M 0.02% +1 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,708 shares; 2024Q4: 56,063 shares; 2025Q1: 55,382 shares; 2025Q2: 55,207 shares; 2025Q3: 54,736 shares 54,736 $1.84M 0.02% -471 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,007 shares; 2024Q4: 26,094 shares; 2025Q1: 26,029 shares; 2025Q2: 25,662 shares; 2025Q3: 23,613 shares 23,613 $1.84M 0.02% -2,049 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,555 shares; 2024Q4: 30,650 shares; 2025Q1: 30,324 shares; 2025Q2: 30,277 shares; 2025Q3: 27,011 shares 27,011 $1.77M 0.02% -3,266 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,765 shares; 2025Q1: 2,568 shares; 2025Q2: 2,567 shares; 2025Q3: 2,587 shares 2,587 $1.77M 0.02% +20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,296 shares; 2025Q1: 3,794 shares; 2025Q2: 3,520 shares; 2025Q3: 3,595 shares 3,595 $1.76M 0.02% +75 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,026 shares; 2024Q4: 41,533 shares; 2025Q1: 39,885 shares; 2025Q2: 38,261 shares; 2025Q3: 38,267 shares 38,267 $1.73M 0.02% +6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,014 shares; 2024Q4: 20,562 shares; 2025Q1: 21,110 shares; 2025Q2: 21,825 shares; 2025Q3: 20,614 shares 20,614 $1.73M 0.02% -1,211 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,875 shares; 2024Q4: 54,082 shares; 2025Q1: 55,450 shares; 2025Q2: 55,590 shares; 2025Q3: 60,383 shares 60,383 $1.71M 0.02% +4,793 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 3,886 shares; 2025Q1: 3,606 shares; 2025Q2: 3,842 shares; 2025Q3: 3,660 shares 3,660 $1.7M 0.02% -182 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 4,541 shares; 2025Q1: 6,271 shares; 2025Q2: 8,183 shares; 2025Q3: 8,728 shares 8,728 $1.69M 0.02% +545 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,499 shares; 2024Q4: 38,862 shares; 2025Q1: 39,662 shares; 2025Q2: 39,362 shares; 2025Q3: 38,847 shares 38,847 $1.65M 0.02% -515 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 7,128 shares; 2025Q1: 6,828 shares; 2025Q2: 6,854 shares; 2025Q3: 8,290 shares 8,290 $1.64M 0.02% +1,436 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 7,498 shares; 2025Q1: 7,203 shares; 2025Q2: 7,132 shares; 2025Q3: 6,664 shares 6,664 $1.64M 0.02% -468 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,482 shares; 2024Q4: 14,866 shares; 2025Q1: 15,347 shares; 2025Q2: 13,653 shares; 2025Q3: 13,109 shares 13,109 $1.64M 0.02% -544 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,681 shares; 2025Q2: 15,760 shares; 2025Q3: 17,398 shares 17,398 $1.64M 0.02% +1,638 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,195 shares; 2024Q4: 56,233 shares; 2025Q1: 56,908 shares; 2025Q2: 57,398 shares; 2025Q3: 56,924 shares 56,924 $1.61M 0.02% -474 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,196 shares; 2024Q4: 14,103 shares; 2025Q1: 12,691 shares; 2025Q2: 13,900 shares; 2025Q3: 11,360 shares 11,360 $1.61M 0.02% -2,540 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,476 shares; 2024Q4: 45,856 shares; 2025Q1: 44,202 shares; 2025Q2: 39,973 shares; 2025Q3: 47,799 shares 47,799 $1.6M 0.02% +7,826 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,086 shares; 2024Q4: 28,717 shares; 2025Q1: 32,501 shares; 2025Q2: 32,946 shares; 2025Q3: 32,853 shares 32,853 $1.58M 0.02% -93 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,728 shares; 2024Q4: 14,547 shares; 2025Q1: 6,729 shares; 2025Q2: 6,208 shares; 2025Q3: 5,660 shares 5,660 $1.54M 0.02% -548 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,987 shares; 2024Q4: 47,728 shares; 2025Q1: 45,022 shares; 2025Q2: 44,301 shares; 2025Q3: 46,175 shares 46,175 $1.54M 0.02% +1,874 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,799 shares; 2024Q4: 62,436 shares; 2025Q1: 66,850 shares; 2025Q2: 62,093 shares; 2025Q3: 60,340 shares 60,340 $1.54M 0.02% -1,753 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,262 shares; 2024Q4: 15,329 shares; 2025Q1: 15,282 shares; 2025Q2: 15,282 shares; 2025Q3: 15,259 shares 15,259 $1.53M 0.02% -23 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 9,188 shares; 2025Q1: 8,219 shares; 2025Q2: 8,195 shares; 2025Q3: 8,147 shares 8,147 $1.5M 0.02% -48 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,942 shares; 2025Q1: 2,817 shares; 2025Q2: 2,873 shares; 2025Q3: 3,254 shares 3,254 $1.49M 0.02% +381 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,784 shares; 2025Q1: 2,715 shares; 2025Q2: 2,657 shares; 2025Q3: 2,364 shares 2,364 $1.45M 0.02% -293 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,907 shares; 2024Q4: 12,143 shares; 2025Q1: 10,251 shares; 2025Q2: 10,280 shares; 2025Q3: 10,019 shares 10,019 $1.45M 0.02% -261 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,963 shares; 2025Q1: 2,385 shares; 2025Q2: 2,534 shares; 2025Q3: 6,396 shares 6,396 $1.44M 0.02% +3,862 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 24,576 shares; 2025Q1: 28,155 shares; 2025Q2: 38,982 shares; 2025Q3: 63,942 shares 63,942 $1.44M 0.02% +24,960 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,684 shares; 2024Q4: 34,684 shares; 2025Q1: 34,684 shares; 2025Q2: 34,684 shares; 2025Q3: 34,684 shares 34,684 $1.43M 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,643 shares; 2025Q1: 5,213 shares; 2025Q2: 5,417 shares; 2025Q3: 5,380 shares 5,380 $1.4M 0.02% -37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,461 shares; 2024Q4: 22,248 shares; 2025Q1: 23,332 shares; 2025Q2: 20,667 shares; 2025Q3: 21,204 shares 21,204 $1.4M 0.02% +537 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,536 shares; 2025Q1: 2,520 shares; 2025Q2: 3,179 shares; 2025Q3: 3,209 shares 3,209 $1.4M 0.02% +30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 2,711 shares; 2025Q1: 3,514 shares; 2025Q2: 3,700 shares; 2025Q3: 3,689 shares 3,689 $1.38M 0.02% -11 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,018 shares; 2024Q4: 33,328 shares; 2025Q1: 49,252 shares; 2025Q2: 55,181 shares; 2025Q3: 54,796 shares 54,796 $1.37M 0.02% -385 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,388 shares; 2024Q4: 7,231 shares; 2025Q1: 14,088 shares; 2025Q2: 20,428 shares; 2025Q3: 20,529 shares 20,529 $1.36M 0.02% +101 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,737 shares; 2024Q4: 9,979 shares; 2025Q1: 9,464 shares; 2025Q2: 9,926 shares; 2025Q3: 9,838 shares 9,838 $1.33M 0.02% -88 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,202 shares; 2024Q4: 13,190 shares; 2025Q1: 12,224 shares; 2025Q2: 12,191 shares; 2025Q3: 11,853 shares 11,853 $1.33M 0.02% -338 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,454 shares; 2024Q4: 29,512 shares; 2025Q1: 29,331 shares; 2025Q2: 21,627 shares; 2025Q3: 19,576 shares 19,576 $1.32M 0.02% -2,051 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,334 shares; 2024Q4: 20,065 shares; 2025Q1: 19,989 shares; 2025Q2: 19,495 shares; 2025Q3: 19,194 shares 19,194 $1.3M 0.02% -301 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,756 shares; 2024Q4: 21,846 shares; 2025Q1: 21,703 shares; 2025Q2: 22,147 shares; 2025Q3: 21,654 shares 21,654 $1.29M 0.01% -493 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,842 shares; 2025Q1: 6,584 shares; 2025Q2: 4,123 shares; 2025Q3: 4,170 shares 4,170 $1.27M 0.01% +47 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,339 shares; 2024Q4: 12,783 shares; 2025Q1: 13,940 shares; 2025Q2: 14,160 shares; 2025Q3: 19,492 shares 19,492 $1.27M 0.01% +5,332 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,770 shares; 2024Q4: 13,053 shares; 2025Q1: 12,801 shares; 2025Q2: 13,094 shares; 2025Q3: 12,145 shares 12,145 $1.26M 0.01% -949 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 9,424 shares; 2025Q1: 9,078 shares; 2025Q2: 8,065 shares; 2025Q3: 8,080 shares 8,080 $1.25M 0.01% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,455 shares; 2024Q4: 13,873 shares; 2025Q1: 12,749 shares; 2025Q2: 12,399 shares; 2025Q3: 12,400 shares 12,400 $1.25M 0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,560 shares; 2025Q1: 4,679 shares; 2025Q2: 4,705 shares; 2025Q3: 4,714 shares 4,714 $1.23M 0.01% +9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,769 shares; 2024Q4: 55,538 shares; 2025Q1: 56,007 shares; 2025Q2: 52,555 shares; 2025Q3: 52,145 shares 52,145 $1.22M 0.01% -410 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,926 shares; 2024Q4: 8,907 shares; 2025Q1: 8,150 shares; 2025Q2: 8,304 shares; 2025Q3: 8,305 shares 8,305 $1.22M 0.01% +1 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,080 shares; 2025Q1: 28,447 shares; 2025Q2: 28,447 shares; 2025Q3: 52,910 shares 52,910 $1.21M 0.01% +24,463 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 12,492 shares; 2025Q1: 12,550 shares; 2025Q2: 12,534 shares; 2025Q3: 12,101 shares 12,101 $1.2M 0.01% -433 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,308 shares; 2024Q4: 9,788 shares; 2025Q1: 8,988 shares; 2025Q2: 7,762 shares; 2025Q3: 7,515 shares 7,515 $1.19M 0.01% -247 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,905 shares; 2024Q4: 24,611 shares; 2025Q1: 24,422 shares; 2025Q2: 24,422 shares; 2025Q3: 24,467 shares 24,467 $1.18M 0.01% +45 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,289 shares 25,289 $1.17M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,260 shares; 2025Q1: 1,229 shares; 2025Q2: 1,228 shares; 2025Q3: 1,223 shares 1,223 $1.17M 0.01% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,932 shares; 2025Q1: 2,782 shares; 2025Q2: 5,399 shares; 2025Q3: 5,331 shares 5,331 $1.13M 0.01% -68 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 5,063 shares; 2025Q1: 5,615 shares; 2025Q2: 5,529 shares; 2025Q3: 5,216 shares 5,216 $1.13M 0.01% -313 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 6,065 shares; 2025Q1: 5,551 shares; 2025Q2: 5,555 shares; 2025Q3: 5,492 shares 5,492 $1.13M 0.01% -63 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 28,998 shares; 2025Q1: 29,308 shares; 2025Q2: 29,308 shares; 2025Q3: 29,308 shares 29,308 $1.11M 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,868 shares; 2025Q1: 5,918 shares; 2025Q2: 5,647 shares; 2025Q3: 5,674 shares 5,674 $1.1M 0.01% +27 Timeline XLRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,684 shares; 2024Q4: 26,550 shares; 2025Q1: 26,150 shares; 2025Q2: 26,150 shares; 2025Q3: 26,150 shares 26,150 $1.1M 0.01% 0 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,817 shares; 2024Q4: 11,442 shares; 2025Q1: 11,293 shares; 2025Q2: 11,061 shares; 2025Q3: 10,859 shares 10,859 $1.07M 0.01% -202 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 10,922 shares; 2025Q1: 10,498 shares; 2025Q2: 11,455 shares; 2025Q3: 11,285 shares 11,285 $1.07M 0.01% -170 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,117 shares; 2024Q4: 34,128 shares; 2025Q1: 34,133 shares; 2025Q2: 33,527 shares; 2025Q3: 32,450 shares 32,450 $1.06M 0.01% -1,077 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,587 shares; 2024Q4: 10,644 shares; 2025Q1: 10,383 shares; 2025Q2: 10,237 shares; 2025Q3: 15,279 shares 15,279 $1.06M 0.01% +5,042 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 7,854 shares; 2025Q1: 7,129 shares; 2025Q2: 6,930 shares; 2025Q3: 5,547 shares 5,547 $1.04M 0.01% -1,383 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 4,418 shares; 2025Q1: 3,897 shares; 2025Q2: 4,047 shares; 2025Q3: 3,994 shares 3,994 $1.04M 0.01% -53 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,864 shares; 2025Q1: 3,853 shares; 2025Q2: 4,017 shares; 2025Q3: 3,864 shares 3,864 $1.03M 0.01% -153 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 36,401 shares; 2025Q1: 36,855 shares; 2025Q2: 36,938 shares; 2025Q3: 37,704 shares 37,704 $1.03M 0.01% +766 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,375 shares; 2025Q1: 7,120 shares; 2025Q2: 7,273 shares; 2025Q3: 7,039 shares 7,039 $1.03M 0.01% -234 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,719 shares; 2024Q4: 22,355 shares; 2025Q1: 19,691 shares; 2025Q2: 23,912 shares; 2025Q3: 23,292 shares 23,292 $1.02M 0.01% -620 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 12,383 shares; 2025Q1: 11,858 shares; 2025Q2: 11,859 shares; 2025Q3: 12,220 shares 12,220 $1.02M 0.01% +361 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 31,598 shares; 2025Q1: 31,871 shares; 2025Q2: 38,646 shares; 2025Q3: 37,233 shares 37,233 $1.02M 0.01% -1,413 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,267 shares; 2024Q4: 20,201 shares; 2025Q1: 21,374 shares; 2025Q2: 20,895 shares; 2025Q3: 22,942 shares 22,942 $1.01M 0.01% +2,047 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 8,687 shares; 2025Q1: 8,822 shares; 2025Q2: 8,994 shares; 2025Q3: 8,768 shares 8,768 $1.01M 0.01% -226 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,753 shares; 2025Q3: 8,894 shares 8,894 $993K 0.01% +1,141 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares 2,484 $984K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,412 shares; 2024Q4: 25,958 shares; 2025Q1: 20,980 shares; 2025Q2: 20,058 shares; 2025Q3: 11,724 shares 11,724 $973K 0.01% -8,334 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,802 shares; 2024Q4: 8,357 shares; 2025Q1: 7,987 shares; 2025Q2: 7,987 shares; 2025Q3: 6,512 shares 6,512 $971K 0.01% -1,475 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,904 shares; 2024Q4: 6,494 shares; 2025Q1: 3,859 shares; 2025Q2: 3,874 shares; 2025Q3: 3,920 shares 3,920 $969K 0.01% +46 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,939 shares; 2024Q4: 11,913 shares; 2025Q1: 10,765 shares; 2025Q2: 10,478 shares; 2025Q3: 10,107 shares 10,107 $958K 0.01% -371 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,967 shares; 2025Q1: 4,977 shares; 2025Q2: 5,040 shares; 2025Q3: 5,036 shares 5,036 $943K 0.01% -4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,557 shares; 2024Q4: 26,909 shares; 2025Q1: 26,297 shares; 2025Q2: 25,658 shares; 2025Q3: 20,774 shares 20,774 $937K 0.01% -4,884 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,580 shares; 2025Q1: 2,340 shares; 2025Q2: 2,219 shares; 2025Q3: 2,190 shares 2,190 $925K 0.01% -29 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,545 shares; 2024Q4: 30,333 shares; 2025Q1: 28,614 shares; 2025Q2: 25,932 shares; 2025Q3: 26,028 shares 26,028 $924K 0.01% +96 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,347 shares; 2024Q4: 119,357 shares; 2025Q1: 119,347 shares; 2025Q2: 119,347 shares; 2025Q3: 119,347 shares 119,347 $921K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 9,574 shares; 2025Q1: 10,179 shares; 2025Q2: 10,010 shares; 2025Q3: 9,566 shares 9,566 $917K 0.01% -444 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,288 shares; 2025Q1: 2,983 shares; 2025Q2: 2,980 shares; 2025Q3: 3,082 shares 3,082 $905K 0.01% +102 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 9,546 shares; 2025Q1: 9,512 shares; 2025Q2: 9,512 shares; 2025Q3: 9,512 shares 9,512 $889K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,725 shares; 2024Q4: 18,945 shares; 2025Q1: 18,979 shares; 2025Q2: 18,879 shares; 2025Q3: 18,624 shares 18,624 $889K 0.01% -255 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,978 shares; 2024Q4: 75,831 shares; 2025Q1: 71,093 shares; 2025Q2: 70,815 shares; 2025Q3: 70,815 shares 70,815 $884K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,520 shares; 2025Q1: 1,502 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares 1,501 $880K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,158 shares; 2024Q4: 6,069 shares; 2025Q1: 6,006 shares; 2025Q2: 6,255 shares; 2025Q3: 6,065 shares 6,065 $876K 0.01% -190 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,471 shares; 2024Q4: 26,676 shares; 2025Q1: 23,490 shares; 2025Q2: 23,489 shares; 2025Q3: 23,461 shares 23,461 $872K 0.01% -28 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,905 shares; 2024Q4: 17,070 shares; 2025Q1: 15,800 shares; 2025Q2: 15,454 shares; 2025Q3: 13,975 shares 13,975 $861K 0.01% -1,479 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,530 shares; 2024Q4: 65,179 shares; 2025Q1: 65,179 shares; 2025Q2: 65,183 shares; 2025Q3: 63,710 shares 63,710 $856K 0.01% -1,473 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,024 shares; 2024Q4: 22,336 shares; 2025Q1: 20,971 shares; 2025Q2: 21,011 shares; 2025Q3: 20,439 shares 20,439 $837K 0.01% -572 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 35,000 shares; 2025Q1: 42,608 shares; 2025Q2: 51,575 shares; 2025Q3: 51,575 shares 51,575 $832K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 3,989 shares; 2025Q1: 4,012 shares; 2025Q2: 3,966 shares; 2025Q3: 4,202 shares 4,202 $823K 0.01% +236 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,937 shares; 2025Q1: 4,938 shares; 2025Q2: 5,614 shares; 2025Q3: 5,615 shares 5,615 $819K 0.01% +1 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,041 shares; 2024Q4: 31,041 shares; 2025Q1: 31,041 shares; 2025Q2: 31,041 shares; 2025Q3: 31,041 shares 31,041 $817K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,233 shares; 2024Q4: 9,812 shares; 2025Q1: 9,180 shares; 2025Q2: 9,183 shares; 2025Q3: 8,948 shares 8,948 $814K 0.01% -235 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,903 shares; 2024Q4: 8,151 shares; 2025Q1: 6,237 shares; 2025Q2: 5,722 shares; 2025Q3: 5,686 shares 5,686 $808K 0.01% -36 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 9,086 shares; 2025Q1: 10,873 shares; 2025Q2: 11,726 shares; 2025Q3: 12,536 shares 12,536 $807K 0.01% +810 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,380 shares 7,380 $796K 0.01% new Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,879 shares; 2024Q4: 11,879 shares; 2025Q1: 11,879 shares; 2025Q2: 11,879 shares; 2025Q3: 11,879 shares 11,879 $787K 0.01% 0 Timeline GBIL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,340 shares; 2025Q1: 7,846 shares; 2025Q2: 7,757 shares; 2025Q3: 7,843 shares 7,843 $786K 0.01% +86 Timeline AVGE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,627 shares; 2025Q1: 13,401 shares; 2025Q2: 9,286 shares; 2025Q3: 9,402 shares 9,402 $784K 0.01% +116 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 8,868 shares; 2025Q1: 7,542 shares; 2025Q2: 6,976 shares; 2025Q3: 7,778 shares 7,778 $783K 0.01% +802 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 4,218 shares; 2025Q1: 3,954 shares; 2025Q2: 4,437 shares; 2025Q3: 4,779 shares 4,779 $773K 0.01% +342 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,509 shares; 2025Q1: 13,746 shares; 2025Q2: 17,225 shares; 2025Q3: 16,439 shares 16,439 $772K 0.01% -786 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,398 shares; 2025Q2: 4,097 shares; 2025Q3: 4,097 shares 4,097 $769K 0.01% 0 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 11,500 shares; 2025Q3: 9,200 shares 9,200 $765K 0.01% -2,300 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 20,406 shares; 2025Q1: 18,076 shares; 2025Q2: 17,742 shares; 2025Q3: 17,797 shares 17,797 $765K 0.01% +55 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 12,775 shares; 2025Q1: 13,310 shares; 2025Q2: 13,315 shares; 2025Q3: 13,323 shares 13,323 $761K 0.01% +8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 5,879 shares; 2025Q1: 5,905 shares; 2025Q2: 5,933 shares; 2025Q3: 6,027 shares 6,027 $759K 0.01% +94 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,725 shares; 2025Q1: 4,823 shares; 2025Q2: 4,840 shares; 2025Q3: 4,951 shares 4,951 $753K 0.01% +111 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,455 shares; 2025Q1: 5,473 shares; 2025Q2: 5,473 shares; 2025Q3: 5,473 shares 5,473 $742K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,227 shares; 2025Q1: 1,733 shares; 2025Q2: 2,177 shares; 2025Q3: 2,248 shares 2,248 $740K 0.01% +71 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,821 shares; 2025Q1: 2,804 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares 2,803 $735K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,552 shares; 2024Q4: 16,082 shares; 2025Q1: 14,566 shares; 2025Q2: 14,696 shares; 2025Q3: 14,572 shares 14,572 $735K 0.01% -124 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: 18,495 shares; 2025Q1: 16,537 shares; 2025Q2: 16,537 shares; 2025Q3: 18,275 shares 18,275 $734K 0.01% +1,738 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,647 shares; 2025Q1: 4,004 shares; 2025Q2: 4,476 shares; 2025Q3: 4,386 shares 4,386 $734K 0.01% -90 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 6,603 shares; 2025Q1: 5,748 shares; 2025Q2: 5,748 shares; 2025Q3: 5,756 shares 5,756 $730K 0.01% +8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,837 shares; 2024Q4: 67,748 shares; 2025Q1: 67,878 shares; 2025Q2: 68,203 shares; 2025Q3: 68,203 shares 68,203 $726K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,474 shares; 2024Q4: 22,274 shares; 2025Q1: 22,761 shares; 2025Q2: 22,761 shares; 2025Q3: 22,761 shares 22,761 $720K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 999 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 1,459 shares 1,459 $720K 0.01% +521 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 3,199 shares; 2025Q1: 3,145 shares; 2025Q2: 3,121 shares; 2025Q3: 3,217 shares 3,217 $710K 0.01% +96 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,344 shares; 2025Q1: 2,319 shares; 2025Q2: 2,319 shares; 2025Q3: 2,348 shares 2,348 $710K 0.01% +29 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,602 shares; 2024Q4: 7,638 shares; 2025Q1: 7,554 shares; 2025Q2: 7,742 shares; 2025Q3: 7,439 shares 7,439 $710K 0.01% -303 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,554 shares; 2024Q4: 15,499 shares; 2025Q1: 13,203 shares; 2025Q2: 13,212 shares; 2025Q3: 13,196 shares 13,196 $703K 0.01% -16 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,397 shares; 2024Q4: 10,298 shares; 2025Q1: 10,298 shares; 2025Q2: 10,264 shares; 2025Q3: 10,264 shares 10,264 $699K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,843 shares; 2025Q1: 5,444 shares; 2025Q2: 5,402 shares; 2025Q3: 5,417 shares 5,417 $698K 0.01% +15 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,799 shares; 2024Q4: 17,586 shares; 2025Q1: 16,842 shares; 2025Q2: 16,745 shares; 2025Q3: 16,706 shares 16,706 $686K 0.01% -39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 2,385 shares; 2025Q1: 2,207 shares; 2025Q2: 2,316 shares; 2025Q3: 2,448 shares 2,448 $684K 0.01% +132 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,066 shares; 2024Q4: 7,633 shares; 2025Q1: 6,932 shares; 2025Q2: 6,943 shares; 2025Q3: 6,708 shares 6,708 $681K 0.01% -235 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,279 shares; 2025Q1: 2,305 shares; 2025Q2: 2,564 shares; 2025Q3: 3,239 shares 3,239 $678K 0.01% +675 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 5,776 shares; 2025Q1: 5,401 shares; 2025Q2: 5,255 shares; 2025Q3: 5,257 shares 5,257 $674K 0.01% +2 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,737 shares; 2024Q4: 17,023 shares; 2025Q1: 17,688 shares; 2025Q2: 18,133 shares; 2025Q3: 17,790 shares 17,790 $672K 0.01% -343 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 8,232 shares; 2025Q1: 7,699 shares; 2025Q2: 6,946 shares; 2025Q3: 6,888 shares 6,888 $669K 0.01% -58 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 7,299 shares; 2025Q1: 7,236 shares; 2025Q2: 7,109 shares; 2025Q3: 6,774 shares 6,774 $667K 0.01% -335 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 5,210 shares; 2025Q2: 5,235 shares; 2025Q3: 5,235 shares 5,235 $663K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 146 shares; 2025Q1: 139 shares; 2025Q2: 141 shares; 2025Q3: 154 shares 154 $661K 0.01% +13 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,616 shares; 2024Q4: 13,160 shares; 2025Q1: 21,817 shares; 2025Q2: 21,543 shares; 2025Q3: 20,533 shares 20,533 $659K 0.01% -1,010 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,434 shares; 2024Q4: 12,434 shares; 2025Q1: 12,434 shares; 2025Q2: 12,434 shares; 2025Q3: 12,434 shares 12,434 $658K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,856 shares; 2024Q4: 20,223 shares; 2025Q1: 19,155 shares; 2025Q2: 19,068 shares; 2025Q3: 21,100 shares 21,100 $657K 0.01% +2,032 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,358 shares; 2024Q4: 21,423 shares; 2025Q1: 21,456 shares; 2025Q2: 21,213 shares; 2025Q3: 21,261 shares 21,261 $656K 0.01% +48 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 5,247 shares; 2025Q1: 5,063 shares; 2025Q2: 4,460 shares; 2025Q3: 4,273 shares 4,273 $651K 0.01% -187 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,601 shares; 2025Q1: 21,007 shares; 2025Q2: 21,007 shares; 2025Q3: 27,447 shares 27,447 $641K 0.01% +6,440 ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,144 shares; 2024Q4: 12,573 shares; 2025Q1: 12,674 shares; 2025Q2: 12,231 shares; 2025Q3: 12,550 shares 12,550 $633K 0.01% +319 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 12,529 shares; 2025Q1: 12,579 shares; 2025Q2: 13,557 shares; 2025Q3: 13,384 shares 13,384 $632K 0.01% -173 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 5,579 shares; 2025Q1: 5,805 shares; 2025Q2: 6,517 shares; 2025Q3: 6,452 shares 6,452 $632K 0.01% -65 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,153 shares; 2024Q4: 12,499 shares; 2025Q1: 11,371 shares; 2025Q2: 11,598 shares; 2025Q3: 11,702 shares 11,702 $630K 0.01% +104 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,614 shares; 2025Q2: 16,622 shares; 2025Q3: 16,629 shares 16,629 $620K 0.01% +7 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,556 shares; 2025Q1: 8,556 shares; 2025Q2: 8,556 shares; 2025Q3: 8,556 shares 8,556 $616K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,025 shares 3,025 $616K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,854 shares; 2024Q4: 6,402 shares; 2025Q1: 5,829 shares; 2025Q2: 5,521 shares; 2025Q3: 5,472 shares 5,472 $616K 0.01% -49 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,245 shares; 2025Q1: 1,105 shares; 2025Q2: 1,265 shares; 2025Q3: 1,243 shares 1,243 $610K 0.01% -22 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 1,787 shares; 2025Q3: 1,791 shares 1,791 $596K 0.01% +4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,791 shares; 2025Q3: 7,791 shares 7,791 $596K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,508 shares; 2025Q1: 1,554 shares; 2025Q2: 1,342 shares; 2025Q3: 1,321 shares 1,321 $591K 0.01% -21 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,549 shares; 2024Q4: 10,112 shares; 2025Q1: 9,432 shares; 2025Q2: 9,688 shares; 2025Q3: 9,607 shares 9,607 $588K 0.01% -81 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 8,438 shares; 2025Q1: 9,874 shares; 2025Q2: 9,944 shares; 2025Q3: 9,910 shares 9,910 $583K 0.01% -34 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,738 shares; 2025Q1: 8,446 shares; 2025Q2: 8,362 shares; 2025Q3: 8,172 shares 8,172 $570K 0.01% -190 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 4,001 shares; 2025Q1: 6,931 shares; 2025Q2: 7,220 shares; 2025Q3: 6,438 shares 6,438 $567K 0.01% -782 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,397 shares; 2025Q3: 3,357 shares 3,357 $566K 0.01% -40 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 4,384 shares; 2025Q1: 4,307 shares; 2025Q2: 4,245 shares; 2025Q3: 4,112 shares 4,112 $559K 0.01% -133 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,608 shares; 2024Q4: 9,362 shares; 2025Q1: 7,188 shares; 2025Q2: 6,239 shares; 2025Q3: 9,363 shares 9,363 $559K 0.01% +3,124 SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,765 shares; 2024Q4: 7,765 shares; 2025Q1: 7,765 shares; 2025Q2: 7,606 shares; 2025Q3: 7,606 shares 7,606 $559K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,861 shares; 2025Q1: 2,778 shares; 2025Q2: 2,444 shares; 2025Q3: 2,545 shares 2,545 $559K 0.01% +101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: not reported; 2025Q2: 563 shares; 2025Q3: 1,332 shares 1,332 $552K 0.01% +769 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 9,731 shares; 2025Q1: 9,668 shares; 2025Q2: 9,468 shares; 2025Q3: 8,164 shares 8,164 $551K 0.01% -1,304 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,641 shares; 2024Q4: 18,259 shares; 2025Q1: 18,234 shares; 2025Q2: 17,416 shares; 2025Q3: 10,216 shares 10,216 $551K 0.01% -7,200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,343 shares; 2025Q1: 4,818 shares; 2025Q2: 4,883 shares; 2025Q3: 3,931 shares 3,931 $551K 0.01% -952 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 6,382 shares; 2025Q1: 5,206 shares; 2025Q2: 5,235 shares; 2025Q3: 5,031 shares 5,031 $548K 0.01% -204 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,245 shares; 2025Q1: 1,101 shares; 2025Q2: 1,254 shares; 2025Q3: 1,153 shares 1,153 $548K 0.01% -101 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,543 shares; 2024Q4: 35,191 shares; 2025Q1: 27,848 shares; 2025Q2: 26,224 shares; 2025Q3: 22,760 shares 22,760 $545K 0.01% -3,464 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,508 shares; 2024Q4: 18,874 shares; 2025Q1: 17,655 shares; 2025Q2: 19,422 shares; 2025Q3: 17,427 shares 17,427 $545K 0.01% -1,995 Timeline VIOO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 4,906 shares; 2025Q1: 4,906 shares; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares 4,906 $542K 0.01% 0 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,833 shares; 2025Q1: 12,833 shares; 2025Q2: 12,833 shares; 2025Q3: 12,833 shares 12,833 $542K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,448 shares; 2024Q4: 11,950 shares; 2025Q1: 11,817 shares; 2025Q2: 11,725 shares; 2025Q3: 11,213 shares 11,213 $542K 0.01% -512 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,120 shares; 2025Q1: 2,929 shares; 2025Q2: 2,903 shares; 2025Q3: 2,865 shares 2,865 $539K 0.01% -38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 6,300 shares; 2025Q1: 5,785 shares; 2025Q2: 5,944 shares; 2025Q3: 5,931 shares 5,931 $530K 0.01% -13 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,337 shares; 2024Q4: 6,166 shares; 2025Q1: 6,166 shares; 2025Q2: 6,057 shares; 2025Q3: 6,057 shares 6,057 $527K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,825 shares; 2025Q1: 2,567 shares; 2025Q2: 2,417 shares; 2025Q3: 2,405 shares 2,405 $524K 0.01% -12 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 2,507 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 4,093 shares 4,093 $524K 0.01% +1,100 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,694 shares; 2024Q4: 26,592 shares; 2025Q1: 28,521 shares; 2025Q2: 24,538 shares; 2025Q3: 22,592 shares 22,592 $518K 0.01% -1,946 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,429 shares; 2024Q4: 5,167 shares; 2025Q1: 4,769 shares; 2025Q2: 5,051 shares; 2025Q3: 4,131 shares 4,131 $514K 0.01% -920 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,820 shares; 2024Q4: 9,820 shares; 2025Q1: 10,130 shares; 2025Q2: 12,172 shares; 2025Q3: 16,172 shares 16,172 $511K 0.01% +4,000 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 2,123 shares; 2025Q1: 1,824 shares; 2025Q2: 1,796 shares; 2025Q3: 1,801 shares 1,801 $508K 0.01% +5 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,163 shares; 2025Q1: 1,988 shares; 2025Q2: 1,860 shares; 2025Q3: 1,855 shares 1,855 $508K 0.01% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 5,023 shares; 2025Q1: 4,368 shares; 2025Q2: 4,480 shares; 2025Q3: 4,511 shares 4,511 $501K 0.01% +31 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 4,393 shares; 2025Q1: 4,488 shares; 2025Q2: 4,408 shares; 2025Q3: 4,408 shares 4,408 $491K 0.01% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 11,531 shares; 2025Q1: 11,531 shares; 2025Q2: 11,531 shares; 2025Q3: 11,531 shares 11,531 $485K 0.01% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,356 shares; 2024Q4: 139,356 shares; 2025Q1: 139,356 shares; 2025Q2: 139,356 shares; 2025Q3: 139,356 shares 139,356 $482K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,616 shares; 2025Q1: 2,207 shares; 2025Q2: 2,228 shares; 2025Q3: 2,244 shares 2,244 $482K 0.01% +16 Timeline EEMX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,430 shares; 2025Q1: 11,430 shares; 2025Q2: 11,430 shares; 2025Q3: 11,430 shares 11,430 $478K 0.01% 0 Timeline JEPI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,222 shares; 2025Q2: 9,241 shares; 2025Q3: 8,341 shares 8,341 $476K 0.01% -900 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,298 shares; 2025Q3: 21,247 shares 21,247 $476K 0.01% +8,949 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,584 shares; 2025Q1: 3,580 shares; 2025Q2: 3,446 shares; 2025Q3: 3,397 shares 3,397 $473K 0.01% -49 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,012 shares; 2025Q1: 2,015 shares; 2025Q2: 2,018 shares; 2025Q3: 2,021 shares 2,021 $472K 0.01% +3 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,210 shares; 2025Q1: 1,169 shares; 2025Q2: 1,180 shares; 2025Q3: 1,164 shares 1,164 $471K 0.01% -16 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,152 shares; 2025Q1: 983 shares; 2025Q2: 960 shares; 2025Q3: 966 shares 966 $470K 0.01% +6 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,712 shares; 2024Q4: 5,697 shares; 2025Q1: 5,591 shares; 2025Q2: 4,688 shares; 2025Q3: 4,688 shares 4,688 $469K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,740 shares; 2025Q1: 1,688 shares; 2025Q2: 1,689 shares; 2025Q3: 1,668 shares 1,668 $466K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,558 shares; 2025Q1: 1,506 shares; 2025Q2: 1,526 shares; 2025Q3: 1,488 shares 1,488 $461K 0.01% -38 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: not reported; 2025Q1: 5,426 shares; 2025Q2: 5,476 shares; 2025Q3: 5,475 shares 5,475 $459K 0.01% -1 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,650 shares; 2025Q2: 35,339 shares; 2025Q3: 35,339 shares 35,339 $458K 0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,306 shares; 2025Q1: 1,436 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares 1,436 $458K 0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,819 shares; 2025Q1: 3,924 shares; 2025Q2: 4,155 shares; 2025Q3: 5,489 shares 5,489 $453K 0.01% +1,334 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,020 shares; 2024Q4: 13,020 shares; 2025Q1: 13,020 shares; 2025Q2: 13,020 shares; 2025Q3: 13,020 shares 13,020 $453K 0.01% 0 Timeline JEPQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,790 shares; 2025Q2: 7,860 shares; 2025Q3: 7,860 shares 7,860 $452K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,263 shares 3,263 $451K 0.01% -49 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,269 shares; 2025Q3: 5,641 shares 5,641 $451K 0.01% +1,372 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,803 shares; 2025Q1: 1,608 shares; 2025Q2: 1,701 shares; 2025Q3: 1,558 shares 1,558 $449K 0.01% -143 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,280 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 7,200 shares 7,200 $444K 0.01% +1,000 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 3,939 shares; 2025Q1: 3,737 shares; 2025Q2: 3,736 shares; 2025Q3: 3,737 shares 3,737 $441K 0.01% +1 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: not reported; 2025Q1: 8,784 shares; 2025Q2: 5,753 shares; 2025Q3: 5,738 shares 5,738 $438K 0.01% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,445 shares; 2025Q1: 1,318 shares; 2025Q2: 1,228 shares; 2025Q3: 1,257 shares 1,257 $435K 0.01% +29 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,521 shares; 2025Q1: 1,468 shares; 2025Q2: 1,496 shares; 2025Q3: 1,506 shares 1,506 $432K 0.01% +10 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 6,160 shares; 2025Q1: 6,063 shares; 2025Q2: 6,120 shares; 2025Q3: 6,012 shares 6,012 $428K <0.01% -108 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 5,862 shares; 2025Q1: 5,779 shares; 2025Q2: 6,761 shares; 2025Q3: 5,902 shares 5,902 $422K <0.01% -859 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,832 shares; 2024Q4: 9,832 shares; 2025Q1: 9,832 shares; 2025Q2: 9,832 shares; 2025Q3: 9,832 shares 9,832 $411K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,621 shares; 2025Q1: 2,310 shares; 2025Q2: 2,478 shares; 2025Q3: 2,166 shares 2,166 $407K <0.01% -312 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 7,747 shares; 2025Q1: 7,515 shares; 2025Q2: 6,780 shares; 2025Q3: 7,011 shares 7,011 $406K <0.01% +231 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 4,953 shares; 2025Q1: 4,372 shares; 2025Q2: 4,238 shares; 2025Q3: 3,207 shares 3,207 $395K <0.01% -1,031 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,289 shares; 2025Q1: 2,289 shares; 2025Q2: 2,678 shares; 2025Q3: 2,644 shares 2,644 $393K <0.01% -34 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,649 shares; 2025Q1: 7,999 shares; 2025Q2: 9,002 shares; 2025Q3: 8,748 shares 8,748 $390K <0.01% -254 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,011 shares; 2024Q4: 22,011 shares; 2025Q1: 22,011 shares; 2025Q2: 22,011 shares; 2025Q3: 22,011 shares 22,011 $388K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 1,270 shares; 2025Q1: 912 shares; 2025Q2: 1,010 shares; 2025Q3: 916 shares 916 $387K <0.01% -94 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,885 shares; 2025Q1: 2,135 shares; 2025Q2: 2,097 shares; 2025Q3: 1,912 shares 1,912 $385K <0.01% -185 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,706 shares; 2025Q1: 10,706 shares; 2025Q2: 10,689 shares; 2025Q3: 10,689 shares 10,689 $381K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,126 shares; 2024Q4: 11,910 shares; 2025Q1: 9,470 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares 8,700 $381K <0.01% 0 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 6,821 shares; 2025Q1: 6,821 shares; 2025Q2: 6,821 shares; 2025Q3: 6,821 shares 6,821 $381K <0.01% 0 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,279 shares; 2025Q3: 5,294 shares 5,294 $380K <0.01% +15 Timeline