VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132,101 shares; 2024Q4: 1,142,980 shares; 2025Q1: 1,178,843 shares; 2025Q2: 1,195,224 shares; 2025Q3: 1,218,854 shares; 2025Q4: 1,196,788 shares 1,196,788 $584M 6.75% -22,066 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540,320 shares; 2024Q4: 5,788,877 shares; 2025Q1: 5,676,812 shares; 2025Q2: 5,697,243 shares; 2025Q3: 5,612,340 shares; 2025Q4: 5,505,632 shares 5,505,632 $344M 3.98% -106,708 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373,644 shares; 2024Q4: 1,391,934 shares; 2025Q1: 1,477,951 shares; 2025Q2: 1,547,972 shares; 2025Q3: 1,595,966 shares; 2025Q4: 1,550,778 shares 1,550,778 $341M 3.94% -45,188 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506,793 shares; 2024Q4: 1,631,057 shares; 2025Q1: 1,662,744 shares; 2025Q2: 1,651,080 shares; 2025Q3: 1,702,382 shares; 2025Q4: 1,703,688 shares 1,703,688 $325M 3.76% +1,306 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136,225 shares; 2024Q4: 3,365,263 shares; 2025Q1: 3,503,273 shares; 2025Q2: 3,450,389 shares; 2025Q3: 3,538,473 shares; 2025Q4: 3,503,868 shares 3,503,868 $313M 3.63% -34,605 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811,595 shares; 2024Q4: 1,894,273 shares; 2025Q1: 1,957,487 shares; 2025Q2: 2,027,657 shares; 2025Q3: 2,136,920 shares; 2025Q4: 2,279,268 shares 2,279,268 $233M 2.7% +142,348 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,979 shares; 2024Q4: 884,026 shares; 2025Q1: 861,472 shares; 2025Q2: 861,560 shares; 2025Q3: 833,809 shares; 2025Q4: 813,044 shares 813,044 $221M 2.56% -20,765 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; 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; 2025Q4: 2,079,518 shares 2,079,518 $195M 2.26% +102,234 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,176,446 shares; 2024Q4: 5,168,207 shares; 2025Q1: 5,124,524 shares; 2025Q2: 5,074,660 shares; 2025Q3: 4,996,437 shares; 2025Q4: 4,848,102 shares 4,848,102 $192M 2.22% -148,335 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,518 shares; 2024Q4: 416,107 shares; 2025Q1: 408,014 shares; 2025Q2: 400,931 shares; 2025Q3: 395,160 shares; 2025Q4: 387,674 shares 387,674 $187M 2.17% -7,486 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,575 shares; 2024Q4: 264,127 shares; 2025Q1: 259,469 shares; 2025Q2: 269,566 shares; 2025Q3: 265,210 shares; 2025Q4: 258,467 shares 258,467 $177M 2.05% -6,743 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636,314 shares; 2024Q4: 1,714,704 shares; 2025Q1: 1,646,146 shares; 2025Q2: 1,451,997 shares; 2025Q3: 1,446,491 shares; 2025Q4: 1,410,349 shares 1,410,349 $169M 1.96% -36,142 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680,477 shares; 2024Q4: 3,639,955 shares; 2025Q1: 3,524,418 shares; 2025Q2: 3,468,551 shares; 2025Q3: 3,418,262 shares; 2025Q4: 3,302,400 shares 3,302,400 $155M 1.79% -115,862 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,159 shares; 2024Q4: 271,367 shares; 2025Q1: 266,543 shares; 2025Q2: 268,453 shares; 2025Q3: 274,325 shares; 2025Q4: 270,362 shares 270,362 $128M 1.48% -3,963 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,239 shares; 2024Q4: 986,881 shares; 2025Q1: 1,013,318 shares; 2025Q2: 1,261,168 shares; 2025Q3: 1,259,557 shares; 2025Q4: 1,193,892 shares 1,193,892 $122M 1.42% -65,665 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,582 shares; 2024Q4: 428,153 shares; 2025Q1: 406,234 shares; 2025Q2: 394,226 shares; 2025Q3: 368,823 shares; 2025Q4: 338,721 shares 338,721 $117M 1.36% -30,102 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,457 shares; 2024Q4: 370,413 shares; 2025Q1: 366,746 shares; 2025Q2: 367,465 shares; 2025Q3: 366,672 shares; 2025Q4: 367,894 shares 367,894 $115M 1.34% +1,222 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623,512 shares; 2024Q4: 2,591,495 shares; 2025Q1: 2,551,604 shares; 2025Q2: 2,517,105 shares; 2025Q3: 2,486,895 shares; 2025Q4: 2,279,761 shares 2,279,761 $114M 1.32% -207,134 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; 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; 2025Q4: 994,213 shares 994,213 $111M 1.29% -38,365 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954,667 shares; 2024Q4: 2,004,885 shares; 2025Q1: 1,907,217 shares; 2025Q2: 1,806,801 shares; 2025Q3: 1,739,034 shares; 2025Q4: 1,494,583 shares 1,494,583 $107M 1.23% -244,451 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390,093 shares; 2024Q4: 2,362,720 shares; 2025Q1: 2,309,668 shares; 2025Q2: 2,273,790 shares; 2025Q3: 2,241,492 shares; 2025Q4: 2,194,706 shares 2,194,706 $102M 1.18% -46,786 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,031 shares; 2024Q4: 1,369,286 shares; 2025Q1: 1,365,725 shares; 2025Q2: 1,447,711 shares; 2025Q3: 1,439,076 shares; 2025Q4: 1,366,297 shares 1,366,297 $91.8M 1.06% -72,779 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707,535 shares; 2024Q4: 1,814,130 shares; 2025Q1: 1,776,898 shares; 2025Q2: 1,745,696 shares; 2025Q3: 1,710,287 shares; 2025Q4: 1,688,228 shares 1,688,228 $90.8M 1.05% -22,059 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565,849 shares; 2024Q4: 2,883,089 shares; 2025Q1: 2,936,778 shares; 2025Q2: 2,457,840 shares; 2025Q3: 2,539,420 shares; 2025Q4: 2,660,446 shares 2,660,446 $87.5M 1.01% +121,026 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167,132 shares; 2024Q4: 1,154,992 shares; 2025Q1: 1,145,407 shares; 2025Q2: 1,205,949 shares; 2025Q3: 1,188,307 shares; 2025Q4: 1,136,110 shares 1,136,110 $84.3M 0.97% -52,197 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,500 shares; 2024Q4: 752,320 shares; 2025Q1: 710,681 shares; 2025Q2: 849,875 shares; 2025Q3: 829,674 shares; 2025Q4: 739,155 shares 739,155 $84.1M 0.97% -90,519 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,055 shares; 2024Q4: 754,241 shares; 2025Q1: 733,688 shares; 2025Q2: 720,950 shares; 2025Q3: 714,830 shares; 2025Q4: 656,924 shares 656,924 $81M 0.94% -57,906 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,112 shares; 2024Q4: 272,773 shares; 2025Q1: 270,712 shares; 2025Q2: 272,403 shares; 2025Q3: 264,253 shares; 2025Q4: 256,958 shares 256,958 $78.1M 0.9% -7,295 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,789 shares; 2024Q4: 445,948 shares; 2025Q1: 439,699 shares; 2025Q2: 447,183 shares; 2025Q3: 443,946 shares; 2025Q4: 364,779 shares 364,779 $76.7M 0.89% -79,167 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,793 shares; 2024Q4: 354,389 shares; 2025Q1: 350,900 shares; 2025Q2: 362,293 shares; 2025Q3: 358,443 shares; 2025Q4: 347,369 shares 347,369 $73.6M 0.85% -11,074 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847,465 shares; 2024Q4: 982,406 shares; 2025Q1: 972,472 shares; 2025Q2: 949,055 shares; 2025Q3: 930,653 shares; 2025Q4: 913,153 shares 913,153 $72.8M 0.84% -17,500 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271,038 shares; 2024Q4: 2,422,047 shares; 2025Q1: 1,197,955 shares; 2025Q2: 1,013,737 shares; 2025Q3: 990,947 shares; 2025Q4: 916,255 shares 916,255 $71M 0.82% -74,692 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,776 shares; 2024Q4: 233,473 shares; 2025Q1: 229,114 shares; 2025Q2: 226,505 shares; 2025Q3: 222,193 shares; 2025Q4: 215,461 shares 215,461 $69.4M 0.8% -6,732 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,689 shares; 2024Q4: 288,498 shares; 2025Q1: 283,695 shares; 2025Q2: 280,034 shares; 2025Q3: 277,792 shares; 2025Q4: 276,580 shares 276,580 $66.7M 0.77% -1,212 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,366 shares; 2024Q4: 92,172 shares; 2025Q1: 93,073 shares; 2025Q2: 94,502 shares; 2025Q3: 96,429 shares; 2025Q4: 96,613 shares 96,613 $65.9M 0.76% +184 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,372 shares; 2025Q1: 59,409 shares; 2025Q2: 58,763 shares; 2025Q3: 57,945 shares; 2025Q4: 57,075 shares 57,075 $61.1M 0.71% -870 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,195 shares; 2024Q4: 487,167 shares; 2025Q1: 493,859 shares; 2025Q2: 492,059 shares; 2025Q3: 492,733 shares; 2025Q4: 492,572 shares 492,572 $60M 0.69% -161 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853,125 shares; 2024Q4: 848,590 shares; 2025Q1: 825,427 shares; 2025Q2: 815,083 shares; 2025Q3: 794,002 shares; 2025Q4: 763,792 shares 763,792 $58.8M 0.68% -30,210 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,271 shares; 2024Q4: 227,598 shares; 2025Q1: 235,919 shares; 2025Q2: 379,455 shares; 2025Q3: 365,243 shares; 2025Q4: 347,160 shares 347,160 $58.3M 0.67% -18,083 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,045 shares; 2024Q4: 182,206 shares; 2025Q1: 181,166 shares; 2025Q2: 177,419 shares; 2025Q3: 173,033 shares; 2025Q4: 170,887 shares 170,887 $57.3M 0.66% -2,146 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,503 shares; 2024Q4: 244,721 shares; 2025Q1: 240,833 shares; 2025Q2: 247,744 shares; 2025Q3: 242,300 shares; 2025Q4: 241,287 shares 241,287 $55.7M 0.64% -1,013 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831,242 shares; 2024Q4: 880,076 shares; 2025Q1: 849,733 shares; 2025Q2: 835,714 shares; 2025Q3: 820,678 shares; 2025Q4: 798,240 shares 798,240 $52.7M 0.61% -22,438 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,501 shares; 2024Q4: 581,495 shares; 2025Q1: 568,863 shares; 2025Q2: 564,675 shares; 2025Q3: 548,621 shares; 2025Q4: 540,345 shares 540,345 $51.9M 0.6% -8,276 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,136 shares; 2024Q4: 51,450 shares; 2025Q1: 50,214 shares; 2025Q2: 49,681 shares; 2025Q3: 48,869 shares; 2025Q4: 48,104 shares 48,104 $51.7M 0.6% -765 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; 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; 2025Q4: 1,622,821 shares 1,622,821 $51.4M 0.59% +164,851 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,702 shares; 2024Q4: 99,815 shares; 2025Q1: 99,457 shares; 2025Q2: 97,879 shares; 2025Q3: 97,112 shares; 2025Q4: 96,547 shares 96,547 $48.5M 0.56% -565 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,946 shares; 2024Q4: 135,220 shares; 2025Q1: 133,072 shares; 2025Q2: 132,942 shares; 2025Q3: 131,107 shares; 2025Q4: 130,484 shares 130,484 $45.8M 0.53% -623 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,749 shares; 2024Q4: 232,140 shares; 2025Q1: 228,516 shares; 2025Q2: 226,364 shares; 2025Q3: 221,888 shares; 2025Q4: 220,166 shares 220,166 $45.6M 0.53% -1,722 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,542 shares; 2024Q4: 836,549 shares; 2025Q1: 813,311 shares; 2025Q2: 794,874 shares; 2025Q3: 777,675 shares; 2025Q4: 743,398 shares 743,398 $44.3M 0.51% -34,277 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558,041 shares; 2024Q4: 1,610,128 shares; 2025Q1: 1,577,066 shares; 2025Q2: 1,553,509 shares; 2025Q3: 1,525,042 shares; 2025Q4: 1,496,412 shares 1,496,412 $40.3M 0.47% -28,630 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,625 shares; 2024Q4: 183,372 shares; 2025Q1: 180,579 shares; 2025Q2: 174,531 shares; 2025Q3: 167,034 shares; 2025Q4: 162,268 shares 162,268 $39.9M 0.46% -4,766 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,258 shares; 2024Q4: 562,585 shares; 2025Q1: 565,552 shares; 2025Q2: 547,045 shares; 2025Q3: 532,668 shares; 2025Q4: 518,222 shares 518,222 $36.1M 0.42% -14,446 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,391 shares; 2024Q4: 488,982 shares; 2025Q1: 474,666 shares; 2025Q2: 465,099 shares; 2025Q3: 461,798 shares; 2025Q4: 451,853 shares 451,853 $35.2M 0.41% -9,945 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,208 shares; 2024Q4: 111,709 shares; 2025Q1: 108,441 shares; 2025Q2: 106,945 shares; 2025Q3: 104,511 shares; 2025Q4: 102,431 shares 102,431 $33.5M 0.39% -2,080 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,613 shares; 2024Q4: 222,492 shares; 2025Q1: 208,936 shares; 2025Q2: 203,288 shares; 2025Q3: 193,743 shares; 2025Q4: 184,739 shares 184,739 $33M 0.38% -9,004 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,109 shares; 2024Q4: 307,668 shares; 2025Q1: 296,837 shares; 2025Q2: 276,908 shares; 2025Q3: 272,402 shares; 2025Q4: 264,562 shares 264,562 $32.8M 0.38% -7,840 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,460 shares; 2024Q4: 996,506 shares; 2025Q1: 1,056,894 shares; 2025Q2: 1,181,583 shares; 2025Q3: 1,195,212 shares; 2025Q4: 1,299,166 shares 1,299,166 $32.4M 0.37% +103,954 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,775 shares; 2024Q4: 677,339 shares; 2025Q1: 682,255 shares; 2025Q2: 640,069 shares; 2025Q3: 640,570 shares; 2025Q4: 641,037 shares 641,037 $32.2M 0.37% +467 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 382,550 shares; 2025Q1: 413,763 shares; 2025Q2: 402,871 shares; 2025Q3: 392,739 shares; 2025Q4: 385,965 shares 385,965 $31.8M 0.37% -6,774 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,116 shares; 2024Q4: 156,470 shares; 2025Q1: 155,497 shares; 2025Q2: 155,080 shares; 2025Q3: 152,587 shares; 2025Q4: 151,188 shares 151,188 $31.6M 0.37% -1,399 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,930 shares; 2024Q4: 1,020,881 shares; 2025Q1: 985,805 shares; 2025Q2: 985,438 shares; 2025Q3: 981,963 shares; 2025Q4: 965,303 shares 965,303 $31.5M 0.36% -16,660 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,758 shares; 2024Q4: 94,939 shares; 2025Q1: 96,963 shares; 2025Q2: 99,338 shares; 2025Q3: 97,214 shares; 2025Q4: 98,563 shares 98,563 $30.9M 0.36% +1,349 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,343 shares; 2024Q4: 84,678 shares; 2025Q1: 84,070 shares; 2025Q2: 83,361 shares; 2025Q3: 82,212 shares; 2025Q4: 81,905 shares 81,905 $28.2M 0.33% -307 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,588 shares; 2024Q4: 104,996 shares; 2025Q1: 106,330 shares; 2025Q2: 111,320 shares; 2025Q3: 110,522 shares; 2025Q4: 108,819 shares 108,819 $28.1M 0.32% -1,703 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,101 shares; 2024Q4: 275,859 shares; 2025Q1: 286,208 shares; 2025Q2: 288,520 shares; 2025Q3: 287,880 shares; 2025Q4: 293,530 shares 293,530 $27.9M 0.32% +5,650 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,571 shares; 2024Q4: 201,820 shares; 2025Q1: 204,951 shares; 2025Q2: 243,754 shares; 2025Q3: 245,039 shares; 2025Q4: 252,622 shares 252,622 $27M 0.31% +7,583 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,018 shares; 2024Q4: 212,058 shares; 2025Q1: 208,692 shares; 2025Q2: 206,878 shares; 2025Q3: 204,576 shares; 2025Q4: 200,806 shares 200,806 $26.7M 0.31% -3,770 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,666 shares; 2024Q4: 501,480 shares; 2025Q1: 512,005 shares; 2025Q2: 510,325 shares; 2025Q3: 505,909 shares; 2025Q4: 510,075 shares 510,075 $25.5M 0.3% +4,166 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,773 shares; 2024Q4: 66,853 shares; 2025Q1: 68,365 shares; 2025Q2: 68,280 shares; 2025Q3: 68,373 shares; 2025Q4: 67,985 shares 67,985 $25.4M 0.29% -388 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,339 shares; 2024Q4: 98,656 shares; 2025Q1: 96,951 shares; 2025Q2: 97,783 shares; 2025Q3: 96,220 shares; 2025Q4: 95,263 shares 95,263 $24.5M 0.28% -957 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,087 shares; 2024Q4: 150,218 shares; 2025Q1: 144,255 shares; 2025Q2: 138,620 shares; 2025Q3: 135,792 shares; 2025Q4: 132,971 shares 132,971 $24.1M 0.28% -2,821 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,621 shares; 2024Q4: 247,947 shares; 2025Q1: 242,805 shares; 2025Q2: 212,704 shares; 2025Q3: 207,130 shares; 2025Q4: 215,092 shares 215,092 $23M 0.27% +7,962 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,858 shares; 2024Q4: 203,150 shares; 2025Q1: 202,235 shares; 2025Q2: 203,566 shares; 2025Q3: 201,490 shares; 2025Q4: 201,153 shares 201,153 $22.4M 0.26% -337 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,555 shares; 2024Q4: 911,294 shares; 2025Q1: 841,413 shares; 2025Q2: 792,760 shares; 2025Q3: 750,944 shares; 2025Q4: 728,909 shares 728,909 $21.9M 0.25% -22,035 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,947 shares; 2024Q4: 160,556 shares; 2025Q1: 155,566 shares; 2025Q2: 148,991 shares; 2025Q3: 151,155 shares; 2025Q4: 149,557 shares 149,557 $21.5M 0.25% -1,598 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,929 shares; 2024Q4: 133,449 shares; 2025Q1: 124,989 shares; 2025Q2: 126,049 shares; 2025Q3: 124,216 shares; 2025Q4: 111,193 shares 111,193 $20.7M 0.24% -13,023 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,017 shares; 2024Q4: 158,177 shares; 2025Q1: 154,952 shares; 2025Q2: 149,696 shares; 2025Q3: 145,597 shares; 2025Q4: 142,685 shares 142,685 $20.4M 0.24% -2,912 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252,160 shares 252,160 $20.4M 0.24% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 75,312 shares; 2025Q1: 75,542 shares; 2025Q2: 74,166 shares; 2025Q3: 71,774 shares; 2025Q4: 69,147 shares 69,147 $20.1M 0.23% -2,627 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,307 shares; 2024Q4: 655,125 shares; 2025Q1: 661,056 shares; 2025Q2: 655,714 shares; 2025Q3: 639,041 shares; 2025Q4: 615,473 shares 615,473 $20M 0.23% -23,568 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,099 shares; 2024Q4: 764,539 shares; 2025Q1: 771,923 shares; 2025Q2: 764,926 shares; 2025Q3: 761,411 shares; 2025Q4: 750,864 shares 750,864 $19.9M 0.23% -10,547 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,626 shares; 2024Q4: 48,693 shares; 2025Q1: 56,201 shares; 2025Q2: 559,075 shares; 2025Q3: 553,384 shares; 2025Q4: 523,119 shares 523,119 $19.9M 0.23% -30,265 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,716 shares; 2024Q4: 483,166 shares; 2025Q1: 452,864 shares; 2025Q2: 429,690 shares; 2025Q3: 413,176 shares; 2025Q4: 388,938 shares 388,938 $19.8M 0.23% -24,238 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,334 shares; 2024Q4: 227,076 shares; 2025Q1: 225,529 shares; 2025Q2: 226,892 shares; 2025Q3: 233,409 shares; 2025Q4: 247,525 shares 247,525 $19.5M 0.23% +14,116 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,219 shares; 2024Q4: 100,687 shares; 2025Q1: 100,366 shares; 2025Q2: 100,077 shares; 2025Q3: 101,190 shares; 2025Q4: 99,852 shares 99,852 $19.5M 0.23% -1,338 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,401 shares; 2024Q4: 202,086 shares; 2025Q1: 201,886 shares; 2025Q2: 195,958 shares; 2025Q3: 194,015 shares; 2025Q4: 191,523 shares 191,523 $19.1M 0.22% -2,492 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,115 shares; 2024Q4: 27,403 shares; 2025Q1: 27,442 shares; 2025Q2: 27,333 shares; 2025Q3: 28,978 shares; 2025Q4: 28,792 shares 28,792 $18.1M 0.21% -186 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,064 shares; 2024Q4: 93,594 shares; 2025Q1: 92,585 shares; 2025Q2: 92,019 shares; 2025Q3: 91,385 shares; 2025Q4: 90,629 shares 90,629 $17.7M 0.2% -756 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,013 shares; 2024Q4: 218,994 shares; 2025Q1: 219,059 shares; 2025Q2: 213,543 shares; 2025Q3: 211,826 shares; 2025Q4: 210,752 shares 210,752 $17.7M 0.2% -1,074 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,967 shares; 2024Q4: 199,017 shares; 2025Q1: 200,849 shares; 2025Q2: 205,996 shares; 2025Q3: 211,634 shares; 2025Q4: 237,546 shares 237,546 $17.6M 0.2% +25,912 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,775 shares; 2024Q4: 362,514 shares; 2025Q1: 359,706 shares; 2025Q2: 365,751 shares; 2025Q3: 359,087 shares; 2025Q4: 342,482 shares 342,482 $17.4M 0.2% -16,605 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 70,635 shares; 2025Q1: 72,486 shares; 2025Q2: 69,702 shares; 2025Q3: 68,540 shares; 2025Q4: 67,888 shares 67,888 $17.1M 0.2% -652 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,655 shares; 2024Q4: 76,342 shares; 2025Q1: 74,939 shares; 2025Q2: 76,027 shares; 2025Q3: 75,468 shares; 2025Q4: 73,685 shares 73,685 $16.8M 0.19% -1,783 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 18 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $16.6M 0.19% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,693 shares; 2024Q4: 78,658 shares; 2025Q1: 77,936 shares; 2025Q2: 77,040 shares; 2025Q3: 76,738 shares; 2025Q4: 75,089 shares 75,089 $15.9M 0.18% -1,649 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,569 shares; 2024Q4: 514,358 shares; 2025Q1: 506,948 shares; 2025Q2: 498,568 shares; 2025Q3: 473,551 shares; 2025Q4: 480,925 shares 480,925 $15.7M 0.18% +7,374 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,526 shares; 2024Q4: 32,670 shares; 2025Q1: 31,362 shares; 2025Q2: 32,333 shares; 2025Q3: 32,071 shares; 2025Q4: 32,405 shares 32,405 $15.7M 0.18% +334 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,933 shares; 2024Q4: 71,763 shares; 2025Q1: 64,780 shares; 2025Q2: 62,325 shares; 2025Q3: 58,368 shares; 2025Q4: 51,135 shares 51,135 $15.4M 0.18% -7,233 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,745 shares; 2024Q4: 45,132 shares; 2025Q1: 44,534 shares; 2025Q2: 44,683 shares; 2025Q3: 44,003 shares; 2025Q4: 43,187 shares 43,187 $15.2M 0.18% -816 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,404 shares; 2025Q1: 85,151 shares; 2025Q2: 84,223 shares; 2025Q3: 83,670 shares; 2025Q4: 83,015 shares 83,015 $14.7M 0.17% -655 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,818 shares; 2024Q4: 161,367 shares; 2025Q1: 157,263 shares; 2025Q2: 154,357 shares; 2025Q3: 149,245 shares; 2025Q4: 146,479 shares 146,479 $14.6M 0.17% -2,766 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,650 shares; 2024Q4: 160,880 shares; 2025Q1: 156,357 shares; 2025Q2: 155,251 shares; 2025Q3: 152,346 shares; 2025Q4: 149,544 shares 149,544 $14.2M 0.16% -2,802 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166,184 shares; 2025Q1: 179,842 shares; 2025Q2: 181,076 shares; 2025Q3: 178,470 shares; 2025Q4: 178,282 shares 178,282 $13.7M 0.16% -188 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,954 shares; 2024Q4: 411,560 shares; 2025Q1: 400,544 shares; 2025Q2: 395,381 shares; 2025Q3: 395,741 shares; 2025Q4: 353,507 shares 353,507 $13.5M 0.16% -42,234 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,178 shares; 2025Q1: 84,058 shares; 2025Q2: 83,362 shares; 2025Q3: 79,625 shares; 2025Q4: 77,175 shares 77,175 $13.2M 0.15% -2,450 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,459 shares; 2024Q4: 110,832 shares; 2025Q1: 108,917 shares; 2025Q2: 108,979 shares; 2025Q3: 107,080 shares; 2025Q4: 105,304 shares 105,304 $13.2M 0.15% -1,776 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,411 shares; 2024Q4: 297,148 shares; 2025Q1: 286,308 shares; 2025Q2: 283,427 shares; 2025Q3: 279,663 shares; 2025Q4: 286,275 shares 286,275 $13.2M 0.15% +6,612 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,963 shares; 2024Q4: 112,247 shares; 2025Q1: 117,854 shares; 2025Q2: 143,998 shares; 2025Q3: 143,112 shares; 2025Q4: 140,331 shares 140,331 $12.5M 0.14% -2,781 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,453 shares; 2024Q4: 185,136 shares; 2025Q1: 178,242 shares; 2025Q2: 177,204 shares; 2025Q3: 178,813 shares; 2025Q4: 175,293 shares 175,293 $12.3M 0.14% -3,520 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,419 shares; 2024Q4: 498,478 shares; 2025Q1: 498,663 shares; 2025Q2: 497,791 shares; 2025Q3: 485,061 shares; 2025Q4: 480,687 shares 480,687 $12.1M 0.14% -4,374 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,328 shares 185,328 $12.1M 0.14% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,447 shares; 2024Q4: 86,921 shares; 2025Q1: 89,924 shares; 2025Q2: 84,295 shares; 2025Q3: 83,657 shares; 2025Q4: 84,544 shares 84,544 $12.1M 0.14% +887 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,966 shares; 2024Q4: 782,567 shares; 2025Q1: 558,977 shares; 2025Q2: 558,972 shares; 2025Q3: 558,972 shares; 2025Q4: 558,972 shares 558,972 $12M 0.14% 0 ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,772 shares; 2024Q4: 10,446 shares; 2025Q1: 10,763 shares; 2025Q2: 11,211 shares; 2025Q3: 11,128 shares; 2025Q4: 11,059 shares 11,059 $11.8M 0.14% -69 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,068 shares; 2024Q4: 148,678 shares; 2025Q1: 150,086 shares; 2025Q2: 149,304 shares; 2025Q3: 145,078 shares; 2025Q4: 139,383 shares 139,383 $11.7M 0.14% -5,695 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,230 shares; 2024Q4: 238,938 shares; 2025Q1: 238,249 shares; 2025Q2: 243,736 shares; 2025Q3: 238,375 shares; 2025Q4: 236,164 shares 236,164 $11.6M 0.13% -2,211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,019 shares; 2024Q4: 171,112 shares; 2025Q1: 171,113 shares; 2025Q2: 261,358 shares; 2025Q3: 259,233 shares; 2025Q4: 260,131 shares 260,131 $11.6M 0.13% +898 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,277 shares; 2024Q4: 140,063 shares; 2025Q1: 134,034 shares; 2025Q2: 126,514 shares; 2025Q3: 124,105 shares; 2025Q4: 117,551 shares 117,551 $11.5M 0.13% -6,554 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,865 shares; 2024Q4: 23,934 shares; 2025Q1: 23,779 shares; 2025Q2: 34,999 shares; 2025Q3: 34,735 shares; 2025Q4: 31,319 shares 31,319 $11M 0.13% -3,416 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,618 shares; 2024Q4: 27,512 shares; 2025Q1: 26,741 shares; 2025Q2: 25,666 shares; 2025Q3: 24,704 shares; 2025Q4: 24,537 shares 24,537 $10.9M 0.13% -167 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,663 shares; 2024Q4: 106,274 shares; 2025Q1: 104,130 shares; 2025Q2: 99,696 shares; 2025Q3: 97,111 shares; 2025Q4: 95,404 shares 95,404 $10.9M 0.13% -1,707 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,993 shares; 2024Q4: 9,028 shares; 2025Q1: 8,408 shares; 2025Q2: 41,450 shares; 2025Q3: 42,504 shares; 2025Q4: 41,572 shares 41,572 $10.7M 0.12% -932 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,158 shares; 2024Q4: 138,795 shares; 2025Q1: 138,307 shares; 2025Q2: 125,637 shares; 2025Q3: 116,921 shares; 2025Q4: 107,010 shares 107,010 $10.6M 0.12% -9,911 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,406 shares; 2025Q1: 75,299 shares; 2025Q2: 75,450 shares; 2025Q3: 74,951 shares; 2025Q4: 73,514 shares 73,514 $10.4M 0.12% -1,437 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 167,570 shares; 2025Q1: 200,095 shares; 2025Q2: 203,531 shares; 2025Q3: 199,629 shares; 2025Q4: 187,890 shares 187,890 $10.2M 0.12% -11,739 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,613 shares; 2024Q4: 131,638 shares; 2025Q1: 123,182 shares; 2025Q2: 117,194 shares; 2025Q3: 113,712 shares; 2025Q4: 107,623 shares 107,623 $10.1M 0.12% -6,089 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,649 shares; 2024Q4: 122,137 shares; 2025Q1: 118,635 shares; 2025Q2: 117,969 shares; 2025Q3: 117,675 shares; 2025Q4: 114,317 shares 114,317 $10.1M 0.12% -3,358 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,268 shares; 2024Q4: 28,765 shares; 2025Q1: 29,613 shares; 2025Q2: 31,558 shares; 2025Q3: 32,628 shares; 2025Q4: 32,882 shares 32,882 $10M 0.12% +254 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,690 shares; 2024Q4: 51,177 shares; 2025Q1: 56,012 shares; 2025Q2: 56,763 shares; 2025Q3: 53,535 shares; 2025Q4: 53,617 shares 53,617 $9.83M 0.11% +82 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,993 shares; 2024Q4: 24,610 shares; 2025Q1: 23,973 shares; 2025Q2: 23,105 shares; 2025Q3: 21,853 shares; 2025Q4: 21,275 shares 21,275 $9.65M 0.11% -578 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 51,240 shares; 2025Q1: 50,806 shares; 2025Q2: 50,821 shares; 2025Q3: 50,763 shares; 2025Q4: 50,038 shares 50,038 $9.59M 0.11% -725 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,127 shares; 2024Q4: 159,922 shares; 2025Q1: 159,967 shares; 2025Q2: 152,976 shares; 2025Q3: 151,547 shares; 2025Q4: 148,620 shares 148,620 $9.52M 0.11% -2,927 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,146 shares; 2024Q4: 212,359 shares; 2025Q1: 209,333 shares; 2025Q2: 208,895 shares; 2025Q3: 210,105 shares; 2025Q4: 207,814 shares 207,814 $9.36M 0.11% -2,291 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,280 shares; 2024Q4: 138,303 shares; 2025Q1: 147,962 shares; 2025Q2: 143,858 shares; 2025Q3: 149,699 shares; 2025Q4: 145,425 shares 145,425 $9.25M 0.11% -4,274 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,201 shares; 2024Q4: 221,270 shares; 2025Q1: 237,196 shares; 2025Q2: 236,694 shares; 2025Q3: 225,597 shares; 2025Q4: 207,709 shares 207,709 $8.84M 0.1% -17,888 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,403 shares; 2024Q4: 74,216 shares; 2025Q1: 73,424 shares; 2025Q2: 75,374 shares; 2025Q3: 71,648 shares; 2025Q4: 72,695 shares 72,695 $8.75M 0.1% +1,047 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,307 shares; 2024Q4: 13,253 shares; 2025Q1: 14,501 shares; 2025Q2: 15,183 shares; 2025Q3: 15,131 shares; 2025Q4: 14,200 shares 14,200 $8.72M 0.1% -931 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,679 shares; 2024Q4: 103,180 shares; 2025Q1: 105,147 shares; 2025Q2: 112,203 shares; 2025Q3: 114,279 shares; 2025Q4: 117,571 shares 117,571 $8.66M 0.1% +3,292 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,076 shares; 2024Q4: 36,728 shares; 2025Q1: 35,580 shares; 2025Q2: 32,499 shares; 2025Q3: 30,807 shares; 2025Q4: 29,617 shares 29,617 $8.56M 0.1% -1,190 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,285 shares; 2024Q4: 55,525 shares; 2025Q1: 54,704 shares; 2025Q2: 56,798 shares; 2025Q3: 57,023 shares; 2025Q4: 57,190 shares 57,190 $8.52M 0.1% +167 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,790 shares; 2024Q4: 102,429 shares; 2025Q1: 99,482 shares; 2025Q2: 94,854 shares; 2025Q3: 93,943 shares; 2025Q4: 93,384 shares 93,384 $8.5M 0.1% -559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,967 shares; 2024Q4: 64,134 shares; 2025Q1: 61,223 shares; 2025Q2: 57,836 shares; 2025Q3: 55,141 shares; 2025Q4: 51,720 shares 51,720 $8.38M 0.1% -3,421 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,374 shares; 2024Q4: 60,452 shares; 2025Q1: 59,430 shares; 2025Q2: 56,469 shares; 2025Q3: 56,587 shares; 2025Q4: 54,452 shares 54,452 $8.1M 0.09% -2,135 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,529 shares; 2024Q4: 27,530 shares; 2025Q1: 26,919 shares; 2025Q2: 26,900 shares; 2025Q3: 25,081 shares; 2025Q4: 24,432 shares 24,432 $7.89M 0.09% -649 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,458 shares; 2024Q4: 101,618 shares; 2025Q1: 99,010 shares; 2025Q2: 103,428 shares; 2025Q3: 99,258 shares; 2025Q4: 98,132 shares 98,132 $7.79M 0.09% -1,126 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,772 shares; 2024Q4: 53,439 shares; 2025Q1: 51,918 shares; 2025Q2: 52,285 shares; 2025Q3: 54,342 shares; 2025Q4: 53,458 shares 53,458 $7.67M 0.09% -884 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,047 shares; 2024Q4: 70,707 shares; 2025Q1: 70,700 shares; 2025Q2: 70,463 shares; 2025Q3: 69,164 shares; 2025Q4: 68,928 shares 68,928 $7.6M 0.09% -236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,561 shares; 2024Q4: 112,023 shares; 2025Q1: 115,567 shares; 2025Q2: 108,310 shares; 2025Q3: 100,420 shares; 2025Q4: 95,548 shares 95,548 $7.55M 0.09% -4,872 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 10,535 shares; 2025Q1: 13,767 shares; 2025Q2: 13,861 shares; 2025Q3: 13,791 shares; 2025Q4: 13,085 shares 13,085 $7.47M 0.09% -706 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,440 shares; 2024Q4: 145,113 shares; 2025Q1: 143,900 shares; 2025Q2: 147,788 shares; 2025Q3: 146,151 shares; 2025Q4: 154,072 shares 154,072 $7.44M 0.09% +7,921 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 11,110 shares; 2025Q1: 10,799 shares; 2025Q2: 10,868 shares; 2025Q3: 10,730 shares; 2025Q4: 11,128 shares 11,128 $7.35M 0.08% +398 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,244 shares; 2024Q4: 9,224 shares; 2025Q1: 9,319 shares; 2025Q2: 9,650 shares; 2025Q3: 9,617 shares; 2025Q4: 9,519 shares 9,519 $7.18M 0.08% -98 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,975 shares; 2024Q4: 52,975 shares; 2025Q1: 52,950 shares; 2025Q2: 52,880 shares; 2025Q3: 52,544 shares; 2025Q4: 52,385 shares 52,385 $7.17M 0.08% -159 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,121 shares; 2024Q4: 272,240 shares; 2025Q1: 277,952 shares; 2025Q2: 270,499 shares; 2025Q3: 277,226 shares; 2025Q4: 292,678 shares 292,678 $7.04M 0.08% +15,452 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,132 shares; 2024Q4: 23,225 shares; 2025Q1: 22,486 shares; 2025Q2: 24,362 shares; 2025Q3: 22,945 shares; 2025Q4: 22,350 shares 22,350 $7.04M 0.08% -595 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,303 shares; 2024Q4: 135,425 shares; 2025Q1: 128,122 shares; 2025Q2: 125,205 shares; 2025Q3: 124,575 shares; 2025Q4: 121,039 shares 121,039 $7.01M 0.08% -3,536 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,085 shares; 2024Q4: 124,412 shares; 2025Q1: 124,713 shares; 2025Q2: 126,386 shares; 2025Q3: 123,954 shares; 2025Q4: 122,114 shares 122,114 $6.94M 0.08% -1,840 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,341 shares; 2024Q4: 25,900 shares; 2025Q1: 26,929 shares; 2025Q2: 27,598 shares; 2025Q3: 27,720 shares; 2025Q4: 26,106 shares 26,106 $6.92M 0.08% -1,614 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,325 shares; 2024Q4: 19,533 shares; 2025Q1: 19,444 shares; 2025Q2: 19,691 shares; 2025Q3: 19,278 shares; 2025Q4: 18,680 shares 18,680 $6.91M 0.08% -598 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,962 shares; 2024Q4: 65,309 shares; 2025Q1: 63,641 shares; 2025Q2: 68,386 shares; 2025Q3: 70,637 shares; 2025Q4: 71,691 shares 71,691 $6.9M 0.08% +1,054 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,470 shares; 2024Q4: 17,968 shares; 2025Q1: 19,197 shares; 2025Q2: 17,403 shares; 2025Q3: 17,626 shares; 2025Q4: 17,358 shares 17,358 $6.88M 0.08% -268 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,746 shares; 2024Q4: 21,116 shares; 2025Q1: 21,472 shares; 2025Q2: 21,475 shares; 2025Q3: 20,725 shares; 2025Q4: 19,416 shares 19,416 $6.8M 0.08% -1,309 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,883 shares; 2024Q4: 49,104 shares; 2025Q1: 48,377 shares; 2025Q2: 48,412 shares; 2025Q3: 48,298 shares; 2025Q4: 47,926 shares 47,926 $6.76M 0.08% -372 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,552 shares; 2024Q4: 142,940 shares; 2025Q1: 145,547 shares; 2025Q2: 147,832 shares; 2025Q3: 150,624 shares; 2025Q4: 152,561 shares 152,561 $6.74M 0.08% +1,937 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,414 shares; 2024Q4: 21,262 shares; 2025Q1: 21,540 shares; 2025Q2: 21,454 shares; 2025Q3: 21,350 shares; 2025Q4: 22,564 shares 22,564 $6.68M 0.08% +1,214 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,859 shares; 2024Q4: 14,398 shares; 2025Q1: 13,805 shares; 2025Q2: 14,743 shares; 2025Q3: 14,511 shares; 2025Q4: 14,009 shares 14,009 $6.3M 0.07% -502 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,790 shares; 2024Q4: 173,951 shares; 2025Q1: 172,675 shares; 2025Q2: 175,123 shares; 2025Q3: 177,045 shares; 2025Q4: 176,908 shares 176,908 $6.05M 0.07% -137 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,529 shares; 2024Q4: 128,820 shares; 2025Q1: 121,259 shares; 2025Q2: 117,650 shares; 2025Q3: 117,367 shares; 2025Q4: 116,941 shares 116,941 $6.03M 0.07% -426 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,122 shares 91,122 $5.97M 0.07% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 7,499 shares; 2025Q1: 7,404 shares; 2025Q2: 7,371 shares; 2025Q3: 7,242 shares; 2025Q4: 7,256 shares 7,256 $5.95M 0.07% +14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,018 shares; 2024Q4: 33,328 shares; 2025Q1: 49,252 shares; 2025Q2: 55,181 shares; 2025Q3: 54,796 shares; 2025Q4: 236,944 shares 236,944 $5.91M 0.07% +182,148 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,750 shares; 2024Q4: 83,335 shares; 2025Q1: 78,516 shares; 2025Q2: 75,719 shares; 2025Q3: 72,772 shares; 2025Q4: 70,610 shares 70,610 $5.79M 0.07% -2,162 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,490 shares; 2024Q4: 60,554 shares; 2025Q1: 65,663 shares; 2025Q2: 70,487 shares; 2025Q3: 69,710 shares; 2025Q4: 65,656 shares 65,656 $5.74M 0.07% -4,054 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 137,825 shares; 2025Q1: 137,825 shares; 2025Q2: 137,957 shares; 2025Q3: 137,816 shares; 2025Q4: 137,927 shares 137,927 $5.64M 0.07% +111 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 7,074 shares; 2025Q1: 6,985 shares; 2025Q2: 6,832 shares; 2025Q3: 6,780 shares; 2025Q4: 6,394 shares 6,394 $5.51M 0.06% -386 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,152 shares; 2024Q4: 8,076 shares; 2025Q1: 9,561 shares; 2025Q2: 9,474 shares; 2025Q3: 9,254 shares; 2025Q4: 9,118 shares 9,118 $5.5M 0.06% -136 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,260 shares; 2024Q4: 205,607 shares; 2025Q1: 200,033 shares; 2025Q2: 195,324 shares; 2025Q3: 194,241 shares; 2025Q4: 188,156 shares 188,156 $5.36M 0.06% -6,085 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,075 shares; 2024Q4: 71,805 shares; 2025Q1: 70,124 shares; 2025Q2: 68,925 shares; 2025Q3: 70,950 shares; 2025Q4: 65,578 shares 65,578 $5.26M 0.06% -5,372 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,669 shares; 2024Q4: 206,569 shares; 2025Q1: 206,155 shares; 2025Q2: 205,449 shares; 2025Q3: 213,106 shares; 2025Q4: 210,832 shares 210,832 $5.25M 0.06% -2,274 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,543 shares; 2024Q4: 40,269 shares; 2025Q1: 39,744 shares; 2025Q2: 39,152 shares; 2025Q3: 39,708 shares; 2025Q4: 39,424 shares 39,424 $5.22M 0.06% -284 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,847 shares; 2024Q4: 27,407 shares; 2025Q1: 29,735 shares; 2025Q2: 41,999 shares; 2025Q3: 49,790 shares; 2025Q4: 69,207 shares 69,207 $5.22M 0.06% +19,417 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 8,278 shares; 2025Q1: 7,848 shares; 2025Q2: 7,089 shares; 2025Q3: 6,874 shares; 2025Q4: 6,759 shares 6,759 $5.22M 0.06% -115 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,124 shares; 2024Q4: 60,211 shares; 2025Q1: 62,608 shares; 2025Q2: 63,275 shares; 2025Q3: 62,091 shares; 2025Q4: 64,032 shares 64,032 $5.2M 0.06% +1,941 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,826 shares; 2024Q4: 109,210 shares; 2025Q1: 109,311 shares; 2025Q2: 103,069 shares; 2025Q3: 102,503 shares; 2025Q4: 101,386 shares 101,386 $5.05M 0.06% -1,117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,803 shares; 2024Q4: 337,477 shares; 2025Q1: 330,450 shares; 2025Q2: 315,973 shares; 2025Q3: 306,266 shares; 2025Q4: 290,679 shares 290,679 $5.04M 0.06% -15,587 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,578 shares; 2024Q4: 65,905 shares; 2025Q1: 64,385 shares; 2025Q2: 61,732 shares; 2025Q3: 58,937 shares; 2025Q4: 60,355 shares 60,355 $4.83M 0.06% +1,418 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,629 shares; 2024Q4: 30,735 shares; 2025Q1: 31,149 shares; 2025Q2: 30,802 shares; 2025Q3: 30,816 shares; 2025Q4: 31,354 shares 31,354 $4.78M 0.06% +538 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 12,305 shares; 2025Q1: 12,558 shares; 2025Q2: 13,272 shares; 2025Q3: 13,128 shares; 2025Q4: 13,265 shares 13,265 $4.68M 0.05% +137 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,914 shares; 2024Q4: 89,228 shares; 2025Q1: 88,574 shares; 2025Q2: 87,467 shares; 2025Q3: 87,153 shares; 2025Q4: 85,129 shares 85,129 $4.66M 0.05% -2,024 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,595 shares; 2024Q4: 52,658 shares; 2025Q1: 48,165 shares; 2025Q2: 45,255 shares; 2025Q3: 42,922 shares; 2025Q4: 44,115 shares 44,115 $4.64M 0.05% +1,193 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,852 shares; 2024Q4: 7,974 shares; 2025Q1: 7,885 shares; 2025Q2: 7,971 shares; 2025Q3: 8,058 shares; 2025Q4: 8,056 shares 8,056 $4.59M 0.05% -2 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,037 shares; 2024Q4: 30,667 shares; 2025Q1: 29,362 shares; 2025Q2: 32,460 shares; 2025Q3: 32,558 shares; 2025Q4: 32,435 shares 32,435 $4.58M 0.05% -123 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 889 shares; 2025Q1: 859 shares; 2025Q2: 841 shares; 2025Q3: 831 shares; 2025Q4: 841 shares 841 $4.51M 0.05% +10 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,888 shares; 2024Q4: 26,941 shares; 2025Q1: 29,159 shares; 2025Q2: 30,930 shares; 2025Q3: 31,779 shares; 2025Q4: 32,897 shares 32,897 $4.48M 0.05% +1,118 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,959 shares; 2024Q4: 44,709 shares; 2025Q1: 44,095 shares; 2025Q2: 43,875 shares; 2025Q3: 42,754 shares; 2025Q4: 41,930 shares 41,930 $4.47M 0.05% -824 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,637 shares; 2024Q4: 67,833 shares; 2025Q1: 66,385 shares; 2025Q2: 65,106 shares; 2025Q3: 64,629 shares; 2025Q4: 65,032 shares 65,032 $4.39M 0.05% +403 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,143 shares; 2025Q4: 23,599 shares 23,599 $4.31M 0.05% +1,456 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,385 shares; 2025Q1: 50,426 shares; 2025Q2: 50,495 shares; 2025Q3: 50,558 shares; 2025Q4: 50,618 shares 50,618 $4.28M 0.05% +60 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,810 shares; 2024Q4: 76,510 shares; 2025Q1: 75,452 shares; 2025Q2: 73,841 shares; 2025Q3: 71,871 shares; 2025Q4: 69,352 shares 69,352 $4.28M 0.05% -2,519 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,931 shares; 2025Q3: 43,933 shares; 2025Q4: 43,541 shares 43,541 $4.19M 0.05% -392 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,254 shares; 2024Q4: 85,891 shares; 2025Q1: 82,014 shares; 2025Q2: 85,269 shares; 2025Q3: 73,427 shares; 2025Q4: 75,947 shares 75,947 $4.18M 0.05% +2,520 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,999 shares; 2024Q4: 70,360 shares; 2025Q1: 74,206 shares; 2025Q2: 83,936 shares; 2025Q3: 91,610 shares; 2025Q4: 77,084 shares 77,084 $4.15M 0.05% -14,526 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,551 shares; 2024Q4: 38,580 shares; 2025Q1: 39,190 shares; 2025Q2: 39,251 shares; 2025Q3: 40,103 shares; 2025Q4: 42,937 shares 42,937 $4.13M 0.05% +2,834 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,537 shares; 2024Q4: 36,336 shares; 2025Q1: 35,297 shares; 2025Q2: 14,217 shares; 2025Q3: 13,231 shares; 2025Q4: 12,334 shares 12,334 $4.07M 0.05% -897 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 7,124 shares; 2025Q1: 6,953 shares; 2025Q2: 6,951 shares; 2025Q3: 6,911 shares; 2025Q4: 7,076 shares 7,076 $4.05M 0.05% +165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,336 shares; 2024Q4: 91,199 shares; 2025Q1: 86,994 shares; 2025Q2: 79,809 shares; 2025Q3: 76,210 shares; 2025Q4: 69,323 shares 69,323 $4.05M 0.05% -6,887 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,740 shares; 2024Q4: 131,228 shares; 2025Q1: 134,237 shares; 2025Q2: 158,879 shares; 2025Q3: 156,461 shares; 2025Q4: 155,790 shares 155,790 $4.04M 0.05% -671 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,736 shares; 2024Q4: 30,029 shares; 2025Q1: 30,491 shares; 2025Q2: 30,519 shares; 2025Q3: 29,946 shares; 2025Q4: 29,946 shares 29,946 $3.94M 0.05% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,202 shares; 2024Q4: 25,108 shares; 2025Q1: 24,582 shares; 2025Q2: 24,484 shares; 2025Q3: 24,271 shares; 2025Q4: 24,175 shares 24,175 $3.88M 0.04% -96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,072 shares; 2025Q3: 14,314 shares; 2025Q4: 17,162 shares 17,162 $3.87M 0.04% +2,848 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,588 shares; 2024Q4: 39,805 shares; 2025Q1: 36,825 shares; 2025Q2: 35,692 shares; 2025Q3: 35,711 shares; 2025Q4: 33,983 shares 33,983 $3.74M 0.04% -1,728 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,774 shares; 2024Q4: 114,206 shares; 2025Q1: 120,338 shares; 2025Q2: 120,742 shares; 2025Q3: 125,588 shares; 2025Q4: 125,498 shares 125,498 $3.72M 0.04% -90 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 4,172 shares; 2025Q1: 4,202 shares; 2025Q2: 4,044 shares; 2025Q3: 4,135 shares; 2025Q4: 4,212 shares 4,212 $3.7M 0.04% +77 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,424 shares; 2024Q4: 29,641 shares; 2025Q1: 30,891 shares; 2025Q2: 32,470 shares; 2025Q3: 32,123 shares; 2025Q4: 28,926 shares 28,926 $3.64M 0.04% -3,197 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,812 shares; 2024Q4: 25,331 shares; 2025Q1: 24,864 shares; 2025Q2: 26,796 shares; 2025Q3: 29,120 shares; 2025Q4: 29,060 shares 29,060 $3.52M 0.04% -60 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,721 shares; 2024Q4: 44,108 shares; 2025Q1: 41,258 shares; 2025Q2: 43,246 shares; 2025Q3: 42,502 shares; 2025Q4: 43,760 shares 43,760 $3.51M 0.04% +1,258 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,796 shares; 2025Q2: 102,274 shares; 2025Q3: 110,592 shares; 2025Q4: 113,753 shares 113,753 $3.49M 0.04% +3,161 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,770 shares; 2024Q4: 76,491 shares; 2025Q1: 74,778 shares; 2025Q2: 69,668 shares; 2025Q3: 67,994 shares; 2025Q4: 70,743 shares 70,743 $3.41M 0.04% +2,749 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,380 shares; 2025Q1: 14,217 shares; 2025Q2: 13,974 shares; 2025Q3: 19,957 shares; 2025Q4: 19,133 shares 19,133 $3.4M 0.04% -824 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,853 shares; 2024Q4: 27,687 shares; 2025Q1: 27,759 shares; 2025Q2: 28,503 shares; 2025Q3: 30,445 shares; 2025Q4: 34,526 shares 34,526 $3.36M 0.04% +4,081 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,246 shares; 2024Q4: 21,685 shares; 2025Q1: 20,696 shares; 2025Q2: 21,930 shares; 2025Q3: 22,323 shares; 2025Q4: 28,214 shares 28,214 $3.31M 0.04% +5,891 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,157 shares; 2024Q4: 34,777 shares; 2025Q1: 35,305 shares; 2025Q2: 35,305 shares; 2025Q3: 35,560 shares; 2025Q4: 35,560 shares 35,560 $3.28M 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,642 shares; 2024Q4: 77,029 shares; 2025Q1: 74,377 shares; 2025Q2: 71,995 shares; 2025Q3: 71,779 shares; 2025Q4: 69,702 shares 69,702 $3.27M 0.04% -2,077 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,932 shares; 2024Q4: 77,604 shares; 2025Q1: 73,220 shares; 2025Q2: 70,224 shares; 2025Q3: 71,513 shares; 2025Q4: 64,378 shares 64,378 $3.24M 0.04% -7,135 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,642 shares; 2024Q4: 180,547 shares; 2025Q1: 167,549 shares; 2025Q2: 152,433 shares; 2025Q3: 141,899 shares; 2025Q4: 107,911 shares 107,911 $3.23M 0.04% -33,988 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,032 shares; 2024Q4: 10,375 shares; 2025Q1: 9,606 shares; 2025Q2: 9,592 shares; 2025Q3: 9,576 shares; 2025Q4: 9,580 shares 9,580 $3.23M 0.04% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,798 shares; 2024Q4: 34,213 shares; 2025Q1: 33,809 shares; 2025Q2: 33,864 shares; 2025Q3: 32,156 shares; 2025Q4: 31,776 shares 31,776 $3.18M 0.04% -380 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,097 shares; 2024Q4: 11,637 shares; 2025Q1: 11,504 shares; 2025Q2: 11,257 shares; 2025Q3: 9,954 shares; 2025Q4: 10,206 shares 10,206 $3.14M 0.04% +252 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,829 shares; 2024Q4: 45,622 shares; 2025Q1: 42,713 shares; 2025Q2: 40,685 shares; 2025Q3: 40,344 shares; 2025Q4: 39,080 shares 39,080 $3.1M 0.04% -1,264 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,008 shares; 2024Q4: 46,853 shares; 2025Q1: 49,179 shares; 2025Q2: 43,995 shares; 2025Q3: 42,930 shares; 2025Q4: 39,915 shares 39,915 $3.09M 0.04% -3,015 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,016 shares; 2024Q4: 16,545 shares; 2025Q1: 15,531 shares; 2025Q2: 19,158 shares; 2025Q3: 19,410 shares; 2025Q4: 19,628 shares 19,628 $3.03M 0.03% +218 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,190 shares; 2024Q4: 19,349 shares; 2025Q1: 21,041 shares; 2025Q2: 24,558 shares; 2025Q3: 24,490 shares; 2025Q4: 24,551 shares 24,551 $3.02M 0.03% +61 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 6,432 shares; 2025Q1: 6,299 shares; 2025Q2: 6,271 shares; 2025Q3: 6,252 shares; 2025Q4: 6,279 shares 6,279 $2.92M 0.03% +27 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,028 shares; 2024Q4: 178,623 shares; 2025Q1: 174,733 shares; 2025Q2: 170,611 shares; 2025Q3: 163,324 shares; 2025Q4: 158,516 shares 158,516 $2.82M 0.03% -4,808 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 4,817 shares; 2025Q1: 4,347 shares; 2025Q2: 4,327 shares; 2025Q3: 5,052 shares; 2025Q4: 4,780 shares 4,780 $2.77M 0.03% -272 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,476 shares; 2024Q4: 45,856 shares; 2025Q1: 44,202 shares; 2025Q2: 39,973 shares; 2025Q3: 47,799 shares; 2025Q4: 74,966 shares 74,966 $2.77M 0.03% +27,167 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,487 shares; 2024Q4: 12,347 shares; 2025Q1: 11,792 shares; 2025Q2: 12,144 shares; 2025Q3: 13,335 shares; 2025Q4: 11,648 shares 11,648 $2.69M 0.03% -1,687 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,976 shares; 2024Q4: 146,739 shares; 2025Q1: 134,798 shares; 2025Q2: 125,028 shares; 2025Q3: 118,505 shares; 2025Q4: 13,125 shares 13,125 $2.68M 0.03% -105,380 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,173 shares; 2024Q4: 48,356 shares; 2025Q1: 48,356 shares; 2025Q2: 48,732 shares; 2025Q3: 47,030 shares; 2025Q4: 46,873 shares 46,873 $2.63M 0.03% -157 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,400 shares; 2024Q4: 43,208 shares; 2025Q1: 42,800 shares; 2025Q2: 44,722 shares; 2025Q3: 52,385 shares; 2025Q4: 53,211 shares 53,211 $2.63M 0.03% +826 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,679 shares; 2024Q4: 15,912 shares; 2025Q1: 15,363 shares; 2025Q2: 15,765 shares; 2025Q3: 15,435 shares; 2025Q4: 15,349 shares 15,349 $2.63M 0.03% -86 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,489 shares; 2024Q4: 21,766 shares; 2025Q1: 22,780 shares; 2025Q2: 21,396 shares; 2025Q3: 21,137 shares; 2025Q4: 21,017 shares 21,017 $2.56M 0.03% -120 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,405 shares; 2024Q4: 22,775 shares; 2025Q1: 25,307 shares; 2025Q2: 34,011 shares; 2025Q3: 34,012 shares; 2025Q4: 34,013 shares 34,013 $2.5M 0.03% +1 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,294 shares; 2024Q4: 35,294 shares; 2025Q1: 35,194 shares; 2025Q2: 35,094 shares; 2025Q3: 35,094 shares; 2025Q4: 35,094 shares 35,094 $2.49M 0.03% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,286 shares; 2025Q1: 17,286 shares; 2025Q2: 19,411 shares; 2025Q3: 18,986 shares; 2025Q4: 18,986 shares 18,986 $2.45M 0.03% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,887 shares; 2024Q4: 50,054 shares; 2025Q1: 50,524 shares; 2025Q2: 50,539 shares; 2025Q3: 50,539 shares; 2025Q4: 50,947 shares 50,947 $2.44M 0.03% +408 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 4,817 shares; 2025Q1: 6,165 shares; 2025Q2: 8,045 shares; 2025Q3: 7,978 shares; 2025Q4: 8,886 shares 8,886 $2.43M 0.03% +908 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 31,552 shares; 2025Q1: 29,914 shares; 2025Q2: 29,625 shares; 2025Q3: 29,621 shares; 2025Q4: 29,231 shares 29,231 $2.41M 0.03% -390 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,334 shares; 2024Q4: 6,316 shares; 2025Q1: 6,158 shares; 2025Q2: 6,474 shares; 2025Q3: 6,403 shares; 2025Q4: 6,229 shares 6,229 $2.41M 0.03% -174 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,517 shares; 2024Q4: 28,856 shares; 2025Q1: 28,922 shares; 2025Q2: 28,770 shares; 2025Q3: 28,369 shares; 2025Q4: 56,216 shares 56,216 $2.4M 0.03% +27,847 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,642 shares; 2024Q4: 95,544 shares; 2025Q1: 95,805 shares; 2025Q2: 113,653 shares; 2025Q3: 101,317 shares; 2025Q4: 88,367 shares 88,367 $2.32M 0.03% -12,950 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,728 shares; 2024Q4: 14,547 shares; 2025Q1: 6,729 shares; 2025Q2: 6,208 shares; 2025Q3: 5,660 shares; 2025Q4: 9,306 shares 9,306 $2.3M 0.03% +3,646 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,482 shares; 2024Q4: 14,866 shares; 2025Q1: 15,347 shares; 2025Q2: 13,653 shares; 2025Q3: 13,109 shares; 2025Q4: 14,394 shares 14,394 $2.25M 0.03% +1,285 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,902 shares; 2024Q4: 43,872 shares; 2025Q1: 43,760 shares; 2025Q2: 47,822 shares; 2025Q3: 47,587 shares; 2025Q4: 47,565 shares 47,565 $2.23M 0.03% -22 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,309 shares; 2024Q4: 12,349 shares; 2025Q1: 11,522 shares; 2025Q2: 10,832 shares; 2025Q3: 11,638 shares; 2025Q4: 11,334 shares 11,334 $2.21M 0.03% -304 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,380 shares; 2025Q1: 8,312 shares; 2025Q2: 7,662 shares; 2025Q3: 7,647 shares; 2025Q4: 7,656 shares 7,656 $2.21M 0.03% +9 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 7,498 shares; 2025Q1: 7,203 shares; 2025Q2: 7,132 shares; 2025Q3: 6,664 shares; 2025Q4: 8,222 shares 8,222 $2.21M 0.03% +1,558 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,036 shares; 2024Q4: 58,451 shares; 2025Q1: 54,738 shares; 2025Q2: 53,776 shares; 2025Q3: 53,416 shares; 2025Q4: 47,095 shares 47,095 $2.14M 0.02% -6,321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,681 shares; 2025Q2: 15,760 shares; 2025Q3: 17,398 shares; 2025Q4: 21,350 shares 21,350 $2.11M 0.02% +3,952 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,756 shares; 2024Q4: 22,234 shares; 2025Q1: 30,403 shares; 2025Q2: 30,607 shares; 2025Q3: 30,439 shares; 2025Q4: 28,586 shares 28,586 $2.1M 0.02% -1,853 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,321 shares; 2024Q4: 53,354 shares; 2025Q1: 53,309 shares; 2025Q2: 53,161 shares; 2025Q3: 52,144 shares; 2025Q4: 46,882 shares 46,882 $2.09M 0.02% -5,262 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,000 shares; 2025Q3: 81,000 shares; 2025Q4: 81,000 shares 81,000 $2.06M 0.02% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 6,951 shares; 2025Q1: 7,287 shares; 2025Q2: 7,638 shares; 2025Q3: 7,616 shares; 2025Q4: 14,159 shares 14,159 $2.04M 0.02% +6,543 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 4,541 shares; 2025Q1: 6,271 shares; 2025Q2: 8,183 shares; 2025Q3: 8,728 shares; 2025Q4: 10,450 shares 10,450 $2.02M 0.02% +1,722 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,271 shares; 2024Q4: 20,778 shares; 2025Q1: 23,610 shares; 2025Q2: 23,475 shares; 2025Q3: 23,395 shares; 2025Q4: 22,997 shares 22,997 $2.01M 0.02% -398 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 2,070 shares; 2025Q1: 2,023 shares; 2025Q2: 2,042 shares; 2025Q3: 2,014 shares; 2025Q4: 21,193 shares 21,193 $1.99M 0.02% +19,179 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 12,465 shares; 2025Q1: 12,364 shares; 2025Q2: 12,727 shares; 2025Q3: 12,449 shares; 2025Q4: 12,616 shares 12,616 $1.96M 0.02% +167 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,930 shares; 2025Q1: 47,657 shares; 2025Q2: 48,110 shares; 2025Q3: 46,751 shares; 2025Q4: 41,975 shares 41,975 $1.94M 0.02% -4,776 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,738 shares; 2024Q4: 9,315 shares; 2025Q1: 9,317 shares; 2025Q2: 9,319 shares; 2025Q3: 9,320 shares; 2025Q4: 9,431 shares 9,431 $1.93M 0.02% +111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 26,386 shares; 2025Q1: 25,634 shares; 2025Q2: 25,150 shares; 2025Q3: 24,609 shares; 2025Q4: 20,680 shares 20,680 $1.89M 0.02% -3,929 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 24,576 shares; 2025Q1: 28,155 shares; 2025Q2: 38,982 shares; 2025Q3: 63,942 shares; 2025Q4: 83,538 shares 83,538 $1.88M 0.02% +19,596 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,708 shares; 2024Q4: 56,063 shares; 2025Q1: 55,382 shares; 2025Q2: 55,207 shares; 2025Q3: 54,736 shares; 2025Q4: 54,737 shares 54,737 $1.83M 0.02% +1 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,014 shares; 2024Q4: 20,562 shares; 2025Q1: 21,110 shares; 2025Q2: 21,825 shares; 2025Q3: 20,614 shares; 2025Q4: 19,624 shares 19,624 $1.83M 0.02% -990 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 9,424 shares; 2025Q1: 9,078 shares; 2025Q2: 8,065 shares; 2025Q3: 8,080 shares; 2025Q4: 11,393 shares 11,393 $1.82M 0.02% +3,313 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,719 shares; 2024Q4: 88,958 shares; 2025Q1: 88,547 shares; 2025Q2: 88,535 shares; 2025Q3: 88,687 shares; 2025Q4: 87,029 shares 87,029 $1.82M 0.02% -1,658 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,765 shares; 2025Q1: 2,568 shares; 2025Q2: 2,567 shares; 2025Q3: 2,587 shares; 2025Q4: 2,660 shares 2,660 $1.76M 0.02% +73 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,026 shares; 2024Q4: 41,533 shares; 2025Q1: 39,885 shares; 2025Q2: 38,261 shares; 2025Q3: 38,267 shares; 2025Q4: 35,902 shares 35,902 $1.68M 0.02% -2,365 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,296 shares; 2025Q1: 3,794 shares; 2025Q2: 3,520 shares; 2025Q3: 3,595 shares; 2025Q4: 3,564 shares 3,564 $1.67M 0.02% -31 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 7,128 shares; 2025Q1: 6,828 shares; 2025Q2: 6,854 shares; 2025Q3: 8,290 shares; 2025Q4: 7,297 shares 7,297 $1.67M 0.02% -993 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,499 shares; 2024Q4: 38,862 shares; 2025Q1: 39,662 shares; 2025Q2: 39,362 shares; 2025Q3: 38,847 shares; 2025Q4: 38,401 shares 38,401 $1.67M 0.02% -446 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,555 shares; 2024Q4: 30,650 shares; 2025Q1: 30,324 shares; 2025Q2: 30,277 shares; 2025Q3: 27,011 shares; 2025Q4: 26,277 shares 26,277 $1.63M 0.02% -734 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,080 shares; 2025Q1: 28,447 shares; 2025Q2: 28,447 shares; 2025Q3: 52,910 shares; 2025Q4: 70,392 shares 70,392 $1.61M 0.02% +17,482 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,262 shares; 2024Q4: 15,329 shares; 2025Q1: 15,282 shares; 2025Q2: 15,282 shares; 2025Q3: 15,259 shares; 2025Q4: 15,274 shares 15,274 $1.61M 0.02% +15 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,737 shares; 2024Q4: 9,979 shares; 2025Q1: 9,464 shares; 2025Q2: 9,926 shares; 2025Q3: 9,838 shares; 2025Q4: 9,833 shares 9,833 $1.6M 0.02% -5 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,799 shares; 2024Q4: 62,436 shares; 2025Q1: 66,850 shares; 2025Q2: 62,093 shares; 2025Q3: 60,340 shares; 2025Q4: 64,216 shares 64,216 $1.6M 0.02% +3,876 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,196 shares; 2024Q4: 14,103 shares; 2025Q1: 12,691 shares; 2025Q2: 13,900 shares; 2025Q3: 11,360 shares; 2025Q4: 11,251 shares 11,251 $1.59M 0.02% -109 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 12,492 shares; 2025Q1: 12,550 shares; 2025Q2: 12,534 shares; 2025Q3: 12,101 shares; 2025Q4: 15,485 shares 15,485 $1.58M 0.02% +3,384 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,195 shares; 2024Q4: 56,233 shares; 2025Q1: 56,908 shares; 2025Q2: 57,398 shares; 2025Q3: 56,924 shares; 2025Q4: 57,111 shares 57,111 $1.57M 0.02% +187 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,784 shares; 2025Q1: 2,715 shares; 2025Q2: 2,657 shares; 2025Q3: 2,364 shares; 2025Q4: 2,397 shares 2,397 $1.57M 0.02% +33 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,086 shares; 2024Q4: 28,717 shares; 2025Q1: 32,501 shares; 2025Q2: 32,946 shares; 2025Q3: 32,853 shares; 2025Q4: 32,641 shares 32,641 $1.57M 0.02% -212 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 3,886 shares; 2025Q1: 3,606 shares; 2025Q2: 3,842 shares; 2025Q3: 3,660 shares; 2025Q4: 3,185 shares 3,185 $1.53M 0.02% -475 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,536 shares; 2025Q1: 2,520 shares; 2025Q2: 3,179 shares; 2025Q3: 3,209 shares; 2025Q4: 3,421 shares 3,421 $1.52M 0.02% +212 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,987 shares; 2024Q4: 47,728 shares; 2025Q1: 45,022 shares; 2025Q2: 44,301 shares; 2025Q3: 46,175 shares; 2025Q4: 45,229 shares 45,229 $1.48M 0.02% -946 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,560 shares; 2025Q1: 4,679 shares; 2025Q2: 4,705 shares; 2025Q3: 4,714 shares; 2025Q4: 4,747 shares 4,747 $1.47M 0.02% +33 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,684 shares; 2024Q4: 34,684 shares; 2025Q1: 34,684 shares; 2025Q2: 34,684 shares; 2025Q3: 34,684 shares; 2025Q4: 34,684 shares 34,684 $1.44M 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,875 shares; 2024Q4: 54,082 shares; 2025Q1: 55,450 shares; 2025Q2: 55,590 shares; 2025Q3: 60,383 shares; 2025Q4: 57,696 shares 57,696 $1.43M 0.02% -2,687 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,334 shares; 2024Q4: 20,065 shares; 2025Q1: 19,989 shares; 2025Q2: 19,495 shares; 2025Q3: 19,194 shares; 2025Q4: 19,179 shares 19,179 $1.43M 0.02% -15 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,308 shares; 2024Q4: 9,788 shares; 2025Q1: 8,988 shares; 2025Q2: 7,762 shares; 2025Q3: 7,515 shares; 2025Q4: 8,021 shares 8,021 $1.42M 0.02% +506 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,926 shares; 2024Q4: 8,907 shares; 2025Q1: 8,150 shares; 2025Q2: 8,304 shares; 2025Q3: 8,305 shares; 2025Q4: 8,339 shares 8,339 $1.42M 0.02% +34 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,907 shares; 2024Q4: 12,143 shares; 2025Q1: 10,251 shares; 2025Q2: 10,280 shares; 2025Q3: 10,019 shares; 2025Q4: 9,087 shares 9,087 $1.4M 0.02% -932 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,770 shares; 2024Q4: 13,053 shares; 2025Q1: 12,801 shares; 2025Q2: 13,094 shares; 2025Q3: 12,145 shares; 2025Q4: 12,339 shares 12,339 $1.39M 0.02% +194 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 9,188 shares; 2025Q1: 8,219 shares; 2025Q2: 8,195 shares; 2025Q3: 8,147 shares; 2025Q4: 7,927 shares 7,927 $1.38M 0.02% -220 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,387 shares; 2025Q1: 6,570 shares; 2025Q2: 9,288 shares; 2025Q3: 9,197 shares; 2025Q4: 8,557 shares 8,557 $1.36M 0.02% -640 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,643 shares; 2025Q1: 5,213 shares; 2025Q2: 5,417 shares; 2025Q3: 5,380 shares; 2025Q4: 5,486 shares 5,486 $1.35M 0.02% +106 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,454 shares; 2024Q4: 29,512 shares; 2025Q1: 29,331 shares; 2025Q2: 21,627 shares; 2025Q3: 19,576 shares; 2025Q4: 19,682 shares 19,682 $1.32M 0.02% +106 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,932 shares; 2025Q1: 2,782 shares; 2025Q2: 5,399 shares; 2025Q3: 5,331 shares; 2025Q4: 5,417 shares 5,417 $1.31M 0.02% +86 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,388 shares; 2024Q4: 7,231 shares; 2025Q1: 14,088 shares; 2025Q2: 20,428 shares; 2025Q3: 20,529 shares; 2025Q4: 23,587 shares 23,587 $1.31M 0.02% +3,058 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,647 shares; 2025Q1: 4,004 shares; 2025Q2: 4,476 shares; 2025Q3: 4,386 shares; 2025Q4: 4,514 shares 4,514 $1.29M 0.01% +128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,842 shares; 2025Q1: 6,584 shares; 2025Q2: 4,123 shares; 2025Q3: 4,170 shares; 2025Q4: 4,322 shares 4,322 $1.27M 0.01% +152 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,455 shares; 2024Q4: 13,873 shares; 2025Q1: 12,749 shares; 2025Q2: 12,399 shares; 2025Q3: 12,400 shares; 2025Q4: 12,592 shares 12,592 $1.25M 0.01% +192 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,202 shares; 2024Q4: 13,190 shares; 2025Q1: 12,224 shares; 2025Q2: 12,191 shares; 2025Q3: 11,853 shares; 2025Q4: 11,503 shares 11,503 $1.25M 0.01% -350 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,942 shares; 2025Q1: 2,817 shares; 2025Q2: 2,873 shares; 2025Q3: 3,254 shares; 2025Q4: 3,256 shares 3,256 $1.25M 0.01% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,905 shares; 2024Q4: 24,611 shares; 2025Q1: 24,422 shares; 2025Q2: 24,422 shares; 2025Q3: 24,467 shares; 2025Q4: 25,248 shares 25,248 $1.21M 0.01% +781 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,461 shares; 2024Q4: 22,248 shares; 2025Q1: 23,332 shares; 2025Q2: 20,667 shares; 2025Q3: 21,204 shares; 2025Q4: 20,792 shares 20,792 $1.2M 0.01% -412 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 2,711 shares; 2025Q1: 3,514 shares; 2025Q2: 3,700 shares; 2025Q3: 3,689 shares; 2025Q4: 3,696 shares 3,696 $1.18M 0.01% +7 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,769 shares; 2024Q4: 55,538 shares; 2025Q1: 56,007 shares; 2025Q2: 52,555 shares; 2025Q3: 52,145 shares; 2025Q4: 50,199 shares 50,199 $1.17M 0.01% -1,946 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,289 shares; 2025Q4: 25,289 shares 25,289 $1.16M 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 5,063 shares; 2025Q1: 5,615 shares; 2025Q2: 5,529 shares; 2025Q3: 5,216 shares; 2025Q4: 5,358 shares 5,358 $1.16M 0.01% +142 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 4,418 shares; 2025Q1: 3,897 shares; 2025Q2: 4,047 shares; 2025Q3: 3,994 shares; 2025Q4: 3,979 shares 3,979 $1.15M 0.01% -15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,756 shares; 2024Q4: 21,846 shares; 2025Q1: 21,703 shares; 2025Q2: 22,147 shares; 2025Q3: 21,654 shares; 2025Q4: 21,216 shares 21,216 $1.12M 0.01% -438 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,580 shares; 2025Q1: 2,340 shares; 2025Q2: 2,219 shares; 2025Q3: 2,190 shares; 2025Q4: 2,196 shares 2,196 $1.12M 0.01% +6 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 4,218 shares; 2025Q1: 3,954 shares; 2025Q2: 4,437 shares; 2025Q3: 4,779 shares; 2025Q4: 5,206 shares 5,206 $1.11M 0.01% +427 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,117 shares; 2024Q4: 34,128 shares; 2025Q1: 34,133 shares; 2025Q2: 33,527 shares; 2025Q3: 32,450 shares; 2025Q4: 32,043 shares 32,043 $1.1M 0.01% -407 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,587 shares; 2024Q4: 10,644 shares; 2025Q1: 10,383 shares; 2025Q2: 10,237 shares; 2025Q3: 15,279 shares; 2025Q4: 15,392 shares 15,392 $1.1M 0.01% +113 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,557 shares; 2024Q4: 26,909 shares; 2025Q1: 26,297 shares; 2025Q2: 25,658 shares; 2025Q3: 20,774 shares; 2025Q4: 20,329 shares 20,329 $1.1M 0.01% -445 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 6,065 shares; 2025Q1: 5,551 shares; 2025Q2: 5,555 shares; 2025Q3: 5,492 shares; 2025Q4: 5,233 shares 5,233 $1.09M 0.01% -259 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,684 shares; 2024Q4: 26,550 shares; 2025Q1: 26,150 shares; 2025Q2: 26,150 shares; 2025Q3: 26,150 shares; 2025Q4: 26,120 shares 26,120 $1.05M 0.01% -30 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,375 shares; 2025Q1: 7,120 shares; 2025Q2: 7,273 shares; 2025Q3: 7,039 shares; 2025Q4: 8,016 shares 8,016 $1.05M 0.01% +977 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,817 shares; 2024Q4: 11,442 shares; 2025Q1: 11,293 shares; 2025Q2: 11,061 shares; 2025Q3: 10,859 shares; 2025Q4: 10,635 shares 10,635 $1.05M 0.01% -224 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 7,034 shares; 2025Q1: 7,032 shares; 2025Q2: 7,300 shares; 2025Q3: 7,320 shares; 2025Q4: 4,109 shares 4,109 $1.03M 0.01% -3,211 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,158 shares; 2024Q4: 6,069 shares; 2025Q1: 6,006 shares; 2025Q2: 6,255 shares; 2025Q3: 6,065 shares; 2025Q4: 6,090 shares 6,090 $1.03M 0.01% +25 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,802 shares; 2024Q4: 8,357 shares; 2025Q1: 7,987 shares; 2025Q2: 7,987 shares; 2025Q3: 6,512 shares; 2025Q4: 6,513 shares 6,513 $1.03M 0.01% +1 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 36,401 shares; 2025Q1: 36,855 shares; 2025Q2: 36,938 shares; 2025Q3: 37,704 shares; 2025Q4: 38,061 shares 38,061 $1.01M 0.01% +357 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 10,922 shares; 2025Q1: 10,498 shares; 2025Q2: 11,455 shares; 2025Q3: 11,285 shares; 2025Q4: 10,740 shares 10,740 $1.01M 0.01% -545 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 7,854 shares; 2025Q1: 7,129 shares; 2025Q2: 6,930 shares; 2025Q3: 5,547 shares; 2025Q4: 5,517 shares 5,517 $1M 0.01% -30 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,260 shares; 2025Q1: 1,229 shares; 2025Q2: 1,228 shares; 2025Q3: 1,223 shares; 2025Q4: 1,239 shares 1,239 $1M 0.01% +16 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,904 shares; 2024Q4: 6,494 shares; 2025Q1: 3,859 shares; 2025Q2: 3,874 shares; 2025Q3: 3,920 shares; 2025Q4: 3,925 shares 3,925 $993K 0.01% +5 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 8,868 shares; 2025Q1: 7,542 shares; 2025Q2: 6,976 shares; 2025Q3: 7,778 shares; 2025Q4: 9,752 shares 9,752 $979K 0.01% +1,974 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares 2,484 $978K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,967 shares; 2025Q1: 4,977 shares; 2025Q2: 5,040 shares; 2025Q3: 5,036 shares; 2025Q4: 5,028 shares 5,028 $976K 0.01% -8 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 12,383 shares; 2025Q1: 11,858 shares; 2025Q2: 11,859 shares; 2025Q3: 12,220 shares; 2025Q4: 11,988 shares 11,988 $963K 0.01% -232 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,007 shares; 2024Q4: 26,094 shares; 2025Q1: 26,029 shares; 2025Q2: 25,662 shares; 2025Q3: 23,613 shares; 2025Q4: 23,672 shares 23,672 $952K 0.01% +59 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,864 shares; 2025Q1: 3,853 shares; 2025Q2: 4,017 shares; 2025Q3: 3,864 shares; 2025Q4: 3,912 shares 3,912 $950K 0.01% +48 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 31,598 shares; 2025Q1: 31,871 shares; 2025Q2: 38,646 shares; 2025Q3: 37,233 shares; 2025Q4: 34,304 shares 34,304 $941K 0.01% -2,929 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,483 shares 11,483 $938K 0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,412 shares; 2024Q4: 25,958 shares; 2025Q1: 20,980 shares; 2025Q2: 20,058 shares; 2025Q3: 11,724 shares; 2025Q4: 11,257 shares 11,257 $932K 0.01% -467 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,545 shares; 2024Q4: 30,333 shares; 2025Q1: 28,614 shares; 2025Q2: 25,932 shares; 2025Q3: 26,028 shares; 2025Q4: 25,020 shares 25,020 $907K 0.01% -1,008 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 9,574 shares; 2025Q1: 10,179 shares; 2025Q2: 10,010 shares; 2025Q3: 9,566 shares; 2025Q4: 9,311 shares 9,311 $902K 0.01% -255 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,939 shares; 2024Q4: 11,913 shares; 2025Q1: 10,765 shares; 2025Q2: 10,478 shares; 2025Q3: 10,107 shares; 2025Q4: 10,257 shares 10,257 $894K 0.01% +150 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,726 shares 85,726 $880K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,024 shares; 2024Q4: 22,336 shares; 2025Q1: 20,971 shares; 2025Q2: 21,011 shares; 2025Q3: 20,439 shares; 2025Q4: 20,344 shares 20,344 $872K 0.01% -95 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 9,546 shares; 2025Q1: 9,512 shares; 2025Q2: 9,512 shares; 2025Q3: 9,512 shares; 2025Q4: 9,516 shares 9,516 $866K 0.01% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 28,998 shares; 2025Q1: 29,308 shares; 2025Q2: 29,308 shares; 2025Q3: 29,308 shares; 2025Q4: 22,570 shares 22,570 $858K 0.01% -6,738 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,530 shares; 2024Q4: 65,179 shares; 2025Q1: 65,179 shares; 2025Q2: 65,183 shares; 2025Q3: 63,710 shares; 2025Q4: 63,710 shares 63,710 $844K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,471 shares; 2024Q4: 26,676 shares; 2025Q1: 23,490 shares; 2025Q2: 23,489 shares; 2025Q3: 23,461 shares; 2025Q4: 24,048 shares 24,048 $842K 0.01% +587 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,905 shares; 2024Q4: 17,070 shares; 2025Q1: 15,800 shares; 2025Q2: 15,454 shares; 2025Q3: 13,975 shares; 2025Q4: 14,009 shares 14,009 $836K 0.01% +34 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,288 shares; 2025Q1: 2,983 shares; 2025Q2: 2,980 shares; 2025Q3: 3,082 shares; 2025Q4: 2,964 shares 2,964 $827K 0.01% -118 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,937 shares; 2025Q1: 4,938 shares; 2025Q2: 5,614 shares; 2025Q3: 5,615 shares; 2025Q4: 5,542 shares 5,542 $821K 0.01% -73 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,879 shares; 2024Q4: 11,879 shares; 2025Q1: 11,879 shares; 2025Q2: 11,879 shares; 2025Q3: 11,879 shares; 2025Q4: 11,879 shares 11,879 $817K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,340 shares; 2025Q1: 7,846 shares; 2025Q2: 7,757 shares; 2025Q3: 7,843 shares; 2025Q4: 8,124 shares 8,124 $812K 0.01% +281 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,978 shares; 2024Q4: 75,831 shares; 2025Q1: 71,093 shares; 2025Q2: 70,815 shares; 2025Q3: 70,815 shares; 2025Q4: 70,835 shares 70,835 $812K 0.01% +20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,627 shares; 2025Q1: 13,401 shares; 2025Q2: 9,286 shares; 2025Q3: 9,402 shares; 2025Q4: 9,402 shares 9,402 $808K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 20,406 shares; 2025Q1: 18,076 shares; 2025Q2: 17,742 shares; 2025Q3: 17,797 shares; 2025Q4: 17,801 shares 17,801 $805K 0.01% +4 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 5,879 shares; 2025Q1: 5,905 shares; 2025Q2: 5,933 shares; 2025Q3: 6,027 shares; 2025Q4: 6,384 shares 6,384 $804K 0.01% +357 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,903 shares; 2024Q4: 8,151 shares; 2025Q1: 6,237 shares; 2025Q2: 5,722 shares; 2025Q3: 5,686 shares; 2025Q4: 5,686 shares 5,686 $803K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,227 shares; 2025Q1: 1,733 shares; 2025Q2: 2,177 shares; 2025Q3: 2,248 shares; 2025Q4: 2,271 shares 2,271 $802K 0.01% +23 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,066 shares; 2024Q4: 7,633 shares; 2025Q1: 6,932 shares; 2025Q2: 6,943 shares; 2025Q3: 6,708 shares; 2025Q4: 6,873 shares 6,873 $802K 0.01% +165 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,725 shares; 2024Q4: 18,945 shares; 2025Q1: 18,979 shares; 2025Q2: 18,879 shares; 2025Q3: 18,624 shares; 2025Q4: 17,315 shares 17,315 $794K 0.01% -1,309 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 3,989 shares; 2025Q1: 4,012 shares; 2025Q2: 3,966 shares; 2025Q3: 4,202 shares; 2025Q4: 3,970 shares 3,970 $793K 0.01% -232 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,041 shares; 2024Q4: 31,041 shares; 2025Q1: 31,041 shares; 2025Q2: 31,041 shares; 2025Q3: 31,041 shares; 2025Q4: 30,477 shares 30,477 $791K 0.01% -564 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 5,247 shares; 2025Q1: 5,063 shares; 2025Q2: 4,460 shares; 2025Q3: 4,273 shares; 2025Q4: 4,337 shares 4,337 $781K 0.01% +64 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,520 shares; 2025Q1: 1,502 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,519 shares 1,519 $776K 0.01% +18 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 11,500 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares 9,200 $775K 0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,821 shares; 2025Q1: 2,804 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares; 2025Q4: 2,807 shares 2,807 $772K 0.01% +4 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,719 shares; 2024Q4: 22,355 shares; 2025Q1: 19,691 shares; 2025Q2: 23,912 shares; 2025Q3: 23,292 shares; 2025Q4: 18,824 shares 18,824 $767K 0.01% -4,468 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,233 shares; 2024Q4: 9,812 shares; 2025Q1: 9,180 shares; 2025Q2: 9,183 shares; 2025Q3: 8,948 shares; 2025Q4: 8,725 shares 8,725 $760K 0.01% -223 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,508 shares; 2025Q1: 1,554 shares; 2025Q2: 1,342 shares; 2025Q3: 1,321 shares; 2025Q4: 1,339 shares 1,339 $758K 0.01% +18 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,339 shares; 2024Q4: 12,783 shares; 2025Q1: 13,940 shares; 2025Q2: 14,160 shares; 2025Q3: 19,492 shares; 2025Q4: 15,135 shares 15,135 $751K 0.01% -4,357 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 12,775 shares; 2025Q1: 13,310 shares; 2025Q2: 13,315 shares; 2025Q3: 13,323 shares; 2025Q4: 13,120 shares 13,120 $751K 0.01% -203 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,398 shares; 2025Q2: 4,097 shares; 2025Q3: 4,097 shares; 2025Q4: 3,874 shares 3,874 $750K 0.01% -223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,725 shares; 2025Q1: 4,823 shares; 2025Q2: 4,840 shares; 2025Q3: 4,951 shares; 2025Q4: 4,952 shares 4,952 $749K 0.01% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 5,776 shares; 2025Q1: 5,401 shares; 2025Q2: 5,255 shares; 2025Q3: 5,257 shares; 2025Q4: 5,398 shares 5,398 $744K 0.01% +141 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,474 shares; 2024Q4: 22,274 shares; 2025Q1: 22,761 shares; 2025Q2: 22,761 shares; 2025Q3: 22,761 shares; 2025Q4: 22,396 shares 22,396 $738K 0.01% -365 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 3,199 shares; 2025Q1: 3,145 shares; 2025Q2: 3,121 shares; 2025Q3: 3,217 shares; 2025Q4: 3,339 shares 3,339 $734K 0.01% +122 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: 18,495 shares; 2025Q1: 16,537 shares; 2025Q2: 16,537 shares; 2025Q3: 18,275 shares; 2025Q4: 18,275 shares 18,275 $733K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,970 shares 7,970 $728K 0.01% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,344 shares; 2025Q1: 2,319 shares; 2025Q2: 2,319 shares; 2025Q3: 2,348 shares; 2025Q4: 2,348 shares 2,348 $726K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,455 shares; 2025Q1: 5,473 shares; 2025Q2: 5,473 shares; 2025Q3: 5,473 shares; 2025Q4: 5,203 shares 5,203 $725K 0.01% -270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 35,000 shares; 2025Q1: 42,608 shares; 2025Q2: 51,575 shares; 2025Q3: 51,575 shares; 2025Q4: 54,576 shares 54,576 $720K 0.01% +3,001 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,397 shares; 2024Q4: 10,298 shares; 2025Q1: 10,298 shares; 2025Q2: 10,264 shares; 2025Q3: 10,264 shares; 2025Q4: 10,248 shares 10,248 $711K 0.01% -16 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 2,385 shares; 2025Q1: 2,207 shares; 2025Q2: 2,316 shares; 2025Q3: 2,448 shares; 2025Q4: 2,428 shares 2,428 $704K 0.01% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,799 shares; 2024Q4: 17,586 shares; 2025Q1: 16,842 shares; 2025Q2: 16,745 shares; 2025Q3: 16,706 shares; 2025Q4: 16,906 shares 16,906 $701K 0.01% +200 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,289 shares; 2025Q1: 2,289 shares; 2025Q2: 2,678 shares; 2025Q3: 2,644 shares; 2025Q4: 4,339 shares 4,339 $698K 0.01% +1,695 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,791 shares; 2025Q3: 7,791 shares; 2025Q4: 8,106 shares 8,106 $692K 0.01% +315 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,554 shares; 2024Q4: 15,499 shares; 2025Q1: 13,203 shares; 2025Q2: 13,212 shares; 2025Q3: 13,196 shares; 2025Q4: 13,196 shares 13,196 $684K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,616 shares; 2024Q4: 13,160 shares; 2025Q1: 21,817 shares; 2025Q2: 21,543 shares; 2025Q3: 20,533 shares; 2025Q4: 20,538 shares 20,538 $679K 0.01% +5 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,552 shares; 2024Q4: 16,082 shares; 2025Q1: 14,566 shares; 2025Q2: 14,696 shares; 2025Q3: 14,572 shares; 2025Q4: 14,589 shares 14,589 $678K 0.01% +17 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,737 shares; 2024Q4: 17,023 shares; 2025Q1: 17,688 shares; 2025Q2: 18,133 shares; 2025Q3: 17,790 shares; 2025Q4: 17,853 shares 17,853 $668K 0.01% +63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,856 shares; 2024Q4: 20,223 shares; 2025Q1: 19,155 shares; 2025Q2: 19,068 shares; 2025Q3: 21,100 shares; 2025Q4: 21,100 shares 21,100 $665K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 5,210 shares; 2025Q2: 5,235 shares; 2025Q3: 5,235 shares; 2025Q4: 5,156 shares 5,156 $665K 0.01% -79 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 9,086 shares; 2025Q1: 10,873 shares; 2025Q2: 11,726 shares; 2025Q3: 12,536 shares; 2025Q4: 10,223 shares 10,223 $665K 0.01% -2,313 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,279 shares; 2025Q1: 2,305 shares; 2025Q2: 2,564 shares; 2025Q3: 3,239 shares; 2025Q4: 3,174 shares 3,174 $664K 0.01% -65 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,144 shares; 2024Q4: 12,573 shares; 2025Q1: 12,674 shares; 2025Q2: 12,231 shares; 2025Q3: 12,550 shares; 2025Q4: 13,756 shares 13,756 $658K 0.01% +1,206 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,837 shares; 2024Q4: 67,748 shares; 2025Q1: 67,878 shares; 2025Q2: 68,203 shares; 2025Q3: 68,203 shares; 2025Q4: 63,083 shares 63,083 $656K 0.01% -5,120 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 6,603 shares; 2025Q1: 5,748 shares; 2025Q2: 5,748 shares; 2025Q3: 5,756 shares; 2025Q4: 5,842 shares 5,842 $655K 0.01% +86 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,509 shares; 2025Q1: 13,746 shares; 2025Q2: 17,225 shares; 2025Q3: 16,439 shares; 2025Q4: 13,804 shares 13,804 $650K 0.01% -2,635 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 12,529 shares; 2025Q1: 12,579 shares; 2025Q2: 13,557 shares; 2025Q3: 13,384 shares; 2025Q4: 15,672 shares 15,672 $644K 0.01% +2,288 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 8,232 shares; 2025Q1: 7,699 shares; 2025Q2: 6,946 shares; 2025Q3: 6,888 shares; 2025Q4: 6,849 shares 6,849 $643K 0.01% -39 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,448 shares; 2024Q4: 11,950 shares; 2025Q1: 11,817 shares; 2025Q2: 11,725 shares; 2025Q3: 11,213 shares; 2025Q4: 11,992 shares 11,992 $640K 0.01% +779 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,854 shares; 2024Q4: 6,402 shares; 2025Q1: 5,829 shares; 2025Q2: 5,521 shares; 2025Q3: 5,472 shares; 2025Q4: 5,546 shares 5,546 $639K 0.01% +74 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,159 shares 40,159 $637K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,543 shares; 2024Q4: 35,191 shares; 2025Q1: 27,848 shares; 2025Q2: 26,224 shares; 2025Q3: 22,760 shares; 2025Q4: 21,945 shares 21,945 $636K 0.01% -815 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,556 shares; 2025Q1: 8,556 shares; 2025Q2: 8,556 shares; 2025Q3: 8,556 shares; 2025Q4: 8,556 shares 8,556 $633K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,602 shares; 2024Q4: 7,638 shares; 2025Q1: 7,554 shares; 2025Q2: 7,742 shares; 2025Q3: 7,439 shares; 2025Q4: 7,326 shares 7,326 $632K 0.01% -113 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,269 shares; 2025Q3: 5,641 shares; 2025Q4: 8,331 shares 8,331 $629K 0.01% +2,690 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,298 shares; 2025Q3: 21,247 shares; 2025Q4: 27,964 shares 27,964 $625K 0.01% +6,717 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,434 shares; 2024Q4: 12,434 shares; 2025Q1: 12,434 shares; 2025Q2: 12,434 shares; 2025Q3: 12,434 shares; 2025Q4: 12,227 shares 12,227 $621K 0.01% -207 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,313 shares 9,313 $609K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,380 shares; 2025Q4: 6,641 shares 6,641 $606K 0.01% -739 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,397 shares; 2025Q3: 3,357 shares; 2025Q4: 3,564 shares 3,564 $604K 0.01% +207 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 8,438 shares; 2025Q1: 9,874 shares; 2025Q2: 9,944 shares; 2025Q3: 9,910 shares; 2025Q4: 10,186 shares 10,186 $598K 0.01% +276 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,153 shares; 2024Q4: 12,499 shares; 2025Q1: 11,371 shares; 2025Q2: 11,598 shares; 2025Q3: 11,702 shares; 2025Q4: 10,869 shares 10,869 $595K 0.01% -833 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 1,787 shares; 2025Q3: 1,791 shares; 2025Q4: 1,727 shares 1,727 $592K 0.01% -64 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,347 shares; 2024Q4: 119,357 shares; 2025Q1: 119,347 shares; 2025Q2: 119,347 shares; 2025Q3: 119,347 shares; 2025Q4: 75,889 shares 75,889 $590K 0.01% -43,458 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 2,507 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 4,093 shares; 2025Q4: 4,093 shares 4,093 $590K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 5,023 shares; 2025Q1: 4,368 shares; 2025Q2: 4,480 shares; 2025Q3: 4,511 shares; 2025Q4: 4,795 shares 4,795 $589K 0.01% +284 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,245 shares; 2025Q1: 1,105 shares; 2025Q2: 1,265 shares; 2025Q3: 1,243 shares; 2025Q4: 1,196 shares 1,196 $586K 0.01% -47 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 6,382 shares; 2025Q1: 5,206 shares; 2025Q2: 5,235 shares; 2025Q3: 5,031 shares; 2025Q4: 5,041 shares 5,041 $585K 0.01% +10 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 2,123 shares; 2025Q1: 1,824 shares; 2025Q2: 1,796 shares; 2025Q3: 1,801 shares; 2025Q4: 1,867 shares 1,867 $583K 0.01% +66 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,861 shares; 2025Q1: 2,778 shares; 2025Q2: 2,444 shares; 2025Q3: 2,545 shares; 2025Q4: 2,550 shares 2,550 $580K 0.01% +5 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 4,001 shares; 2025Q1: 6,931 shares; 2025Q2: 7,220 shares; 2025Q3: 6,438 shares; 2025Q4: 6,463 shares 6,463 $579K 0.01% +25 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,025 shares; 2025Q4: 3,100 shares 3,100 $571K 0.01% +75 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 9,731 shares; 2025Q1: 9,668 shares; 2025Q2: 9,468 shares; 2025Q3: 8,164 shares; 2025Q4: 7,799 shares 7,799 $567K 0.01% -365 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: not reported; 2025Q2: 563 shares; 2025Q3: 1,332 shares; 2025Q4: 1,343 shares 1,343 $567K 0.01% +11 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,641 shares; 2024Q4: 18,259 shares; 2025Q1: 18,234 shares; 2025Q2: 17,416 shares; 2025Q3: 10,216 shares; 2025Q4: 10,219 shares 10,219 $564K 0.01% +3 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,508 shares; 2024Q4: 18,874 shares; 2025Q1: 17,655 shares; 2025Q2: 19,422 shares; 2025Q3: 17,427 shares; 2025Q4: 17,427 shares 17,427 $559K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 5,579 shares; 2025Q1: 5,805 shares; 2025Q2: 6,517 shares; 2025Q3: 6,452 shares; 2025Q4: 6,666 shares 6,666 $545K 0.01% +214 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,120 shares; 2025Q1: 2,929 shares; 2025Q2: 2,903 shares; 2025Q3: 2,865 shares; 2025Q4: 2,648 shares 2,648 $544K 0.01% -217 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,765 shares; 2024Q4: 7,765 shares; 2025Q1: 7,765 shares; 2025Q2: 7,606 shares; 2025Q3: 7,606 shares; 2025Q4: 7,606 shares 7,606 $543K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,358 shares; 2024Q4: 21,423 shares; 2025Q1: 21,456 shares; 2025Q2: 21,213 shares; 2025Q3: 21,261 shares; 2025Q4: 17,539 shares 17,539 $539K 0.01% -3,722 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,650 shares; 2025Q2: 35,339 shares; 2025Q3: 35,339 shares; 2025Q4: 38,369 shares 38,369 $534K 0.01% +3,030 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,337 shares; 2024Q4: 6,166 shares; 2025Q1: 6,166 shares; 2025Q2: 6,057 shares; 2025Q3: 6,057 shares; 2025Q4: 6,057 shares 6,057 $534K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,833 shares; 2025Q1: 12,833 shares; 2025Q2: 12,833 shares; 2025Q3: 12,833 shares; 2025Q4: 12,833 shares 12,833 $533K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: not reported; 2025Q1: 8,784 shares; 2025Q2: 5,753 shares; 2025Q3: 5,738 shares; 2025Q4: 6,209 shares 6,209 $533K 0.01% +471 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,694 shares; 2024Q4: 26,592 shares; 2025Q1: 28,521 shares; 2025Q2: 24,538 shares; 2025Q3: 22,592 shares; 2025Q4: 22,765 shares 22,765 $532K 0.01% +173 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 146 shares; 2025Q1: 139 shares; 2025Q2: 141 shares; 2025Q3: 154 shares; 2025Q4: 156 shares 156 $531K 0.01% +2 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 4,384 shares; 2025Q1: 4,307 shares; 2025Q2: 4,245 shares; 2025Q3: 4,112 shares; 2025Q4: 4,093 shares 4,093 $528K 0.01% -19 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,343 shares; 2025Q1: 4,818 shares; 2025Q2: 4,883 shares; 2025Q3: 3,931 shares; 2025Q4: 3,757 shares 3,757 $523K 0.01% -174 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,549 shares; 2024Q4: 10,112 shares; 2025Q1: 9,432 shares; 2025Q2: 9,688 shares; 2025Q3: 9,607 shares; 2025Q4: 8,879 shares 8,879 $520K 0.01% -728 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,614 shares; 2025Q2: 16,622 shares; 2025Q3: 16,629 shares; 2025Q4: 13,601 shares 13,601 $519K 0.01% -3,028 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,738 shares; 2025Q1: 8,446 shares; 2025Q2: 8,362 shares; 2025Q3: 8,172 shares; 2025Q4: 8,030 shares 8,030 $512K 0.01% -142 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 2,194 shares; 2025Q1: 2,170 shares; 2025Q2: 2,188 shares; 2025Q3: 2,221 shares; 2025Q4: 2,233 shares 2,233 $512K 0.01% +12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 7,299 shares; 2025Q1: 7,236 shares; 2025Q2: 7,109 shares; 2025Q3: 6,774 shares; 2025Q4: 5,672 shares 5,672 $510K 0.01% -1,102 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 977 shares; 2025Q1: 917 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 1,309 shares 1,309 $509K 0.01% +415 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,245 shares; 2025Q1: 1,101 shares; 2025Q2: 1,254 shares; 2025Q3: 1,153 shares; 2025Q4: 1,189 shares 1,189 $507K 0.01% +36 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,163 shares; 2025Q1: 1,988 shares; 2025Q2: 1,860 shares; 2025Q3: 1,855 shares; 2025Q4: 1,906 shares 1,906 $500K 0.01% +51 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 11,531 shares; 2025Q1: 11,531 shares; 2025Q2: 11,531 shares; 2025Q3: 11,531 shares; 2025Q4: 11,531 shares 11,531 $500K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,825 shares; 2025Q1: 2,567 shares; 2025Q2: 2,417 shares; 2025Q3: 2,405 shares; 2025Q4: 2,413 shares 2,413 $498K 0.01% +8 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,616 shares; 2025Q1: 2,207 shares; 2025Q2: 2,228 shares; 2025Q3: 2,244 shares; 2025Q4: 2,349 shares 2,349 $489K 0.01% +105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,430 shares; 2025Q1: 11,430 shares; 2025Q2: 11,430 shares; 2025Q3: 11,430 shares; 2025Q4: 11,430 shares 11,430 $487K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 4,393 shares; 2025Q1: 4,488 shares; 2025Q2: 4,408 shares; 2025Q3: 4,408 shares; 2025Q4: 4,393 shares 4,393 $484K 0.01% -15 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,012 shares; 2025Q1: 2,015 shares; 2025Q2: 2,018 shares; 2025Q3: 2,021 shares; 2025Q4: 2,026 shares 2,026 $478K 0.01% +5 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,905 shares; 2024Q4: not reported; 2025Q1: 7,415 shares; 2025Q2: 10,896 shares; 2025Q3: 7,415 shares; 2025Q4: 7,415 shares 7,415 $478K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,306 shares; 2025Q1: 1,436 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares; 2025Q4: 1,457 shares 1,457 $469K 0.01% +21 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,152 shares; 2025Q1: 983 shares; 2025Q2: 960 shares; 2025Q3: 966 shares; 2025Q4: 894 shares 894 $467K 0.01% -72 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,222 shares; 2025Q2: 9,241 shares; 2025Q3: 8,341 shares; 2025Q4: 8,161 shares 8,161 $467K 0.01% -180 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,584 shares; 2025Q1: 3,580 shares; 2025Q2: 3,446 shares; 2025Q3: 3,397 shares; 2025Q4: 2,998 shares 2,998 $464K 0.01% -399 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,020 shares; 2024Q4: 13,020 shares; 2025Q1: 13,020 shares; 2025Q2: 13,020 shares; 2025Q3: 13,020 shares; 2025Q4: 13,020 shares 13,020 $460K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 5,862 shares; 2025Q1: 5,779 shares; 2025Q2: 6,761 shares; 2025Q3: 5,902 shares; 2025Q4: 6,227 shares 6,227 $458K 0.01% +325 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,263 shares; 2025Q4: 3,231 shares 3,231 $457K 0.01% -32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,790 shares; 2025Q2: 7,860 shares; 2025Q3: 7,860 shares; 2025Q4: 7,860 shares 7,860 $457K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,356 shares; 2024Q4: 139,356 shares; 2025Q1: 139,356 shares; 2025Q2: 139,356 shares; 2025Q3: 139,356 shares; 2025Q4: 139,356 shares 139,356 $456K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,819 shares; 2025Q1: 3,924 shares; 2025Q2: 4,155 shares; 2025Q3: 5,489 shares; 2025Q4: 5,302 shares 5,302 $449K 0.01% -187 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,280 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares 7,200 $449K 0.01% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,712 shares; 2024Q4: 5,697 shares; 2025Q1: 5,591 shares; 2025Q2: 4,688 shares; 2025Q3: 4,688 shares; 2025Q4: 4,538 shares 4,538 $447K 0.01% -150 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 6,300 shares; 2025Q1: 5,785 shares; 2025Q2: 5,944 shares; 2025Q3: 5,931 shares; 2025Q4: 9,989 shares 9,989 $447K 0.01% +4,058 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 6,160 shares; 2025Q1: 6,063 shares; 2025Q2: 6,120 shares; 2025Q3: 6,012 shares; 2025Q4: 6,625 shares 6,625 $446K 0.01% +613 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 4,906 shares; 2025Q1: 4,906 shares; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares; 2025Q4: 4,006 shares 4,006 $445K 0.01% -900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,011 shares; 2024Q4: 22,011 shares; 2025Q1: 22,011 shares; 2025Q2: 22,011 shares; 2025Q3: 22,011 shares; 2025Q4: 22,011 shares 22,011 $436K 0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,878 shares; 2025Q1: 2,736 shares; 2025Q2: 2,750 shares; 2025Q3: 2,693 shares; 2025Q4: 2,765 shares 2,765 $434K 0.01% +72 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 8,687 shares; 2025Q1: 8,822 shares; 2025Q2: 8,994 shares; 2025Q3: 8,768 shares; 2025Q4: 4,089 shares 4,089 $432K <0.01% -4,679 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,445 shares; 2025Q1: 1,318 shares; 2025Q2: 1,228 shares; 2025Q3: 1,257 shares; 2025Q4: 1,332 shares 1,332 $432K <0.01% +75 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,803 shares; 2025Q1: 1,608 shares; 2025Q2: 1,701 shares; 2025Q3: 1,558 shares; 2025Q4: 1,561 shares 1,561 $430K <0.01% +3 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,832 shares; 2024Q4: 9,832 shares; 2025Q1: 9,832 shares; 2025Q2: 9,832 shares; 2025Q3: 9,832 shares; 2025Q4: 9,832 shares 9,832 $428K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 531 shares; 2025Q1: 526 shares; 2025Q2: 456 shares; 2025Q3: 451 shares; 2025Q4: 486 shares 486 $427K <0.01% +35 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 7,747 shares; 2025Q1: 7,515 shares; 2025Q2: 6,780 shares; 2025Q3: 7,011 shares; 2025Q4: 7,036 shares 7,036 $425K <0.01% +25 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,293 shares; 2025Q3: 4,107 shares; 2025Q4: 4,257 shares 4,257 $425K <0.01% +150 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,210 shares; 2025Q1: 3,144 shares; 2025Q2: 3,214 shares; 2025Q3: 3,120 shares; 2025Q4: 3,233 shares 3,233 $417K <0.01% +113 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 6,821 shares; 2025Q1: 6,821 shares; 2025Q2: 6,821 shares; 2025Q3: 6,821 shares; 2025Q4: 7,321 shares 7,321 $417K <0.01% +500 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,569 shares; 2025Q1: 6,406 shares; 2025Q2: 6,378 shares; 2025Q3: 6,106 shares; 2025Q4: 8,219 shares 8,219 $416K <0.01% +2,113 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: not reported; 2025Q1: 5,426 shares; 2025Q2: 5,476 shares; 2025Q3: 5,475 shares; 2025Q4: 4,530 shares 4,530 $414K <0.01% -945 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,740 shares; 2025Q1: 1,688 shares; 2025Q2: 1,689 shares; 2025Q3: 1,668 shares; 2025Q4: 1,675 shares 1,675 $407K <0.01% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,621 shares; 2025Q1: 2,310 shares; 2025Q2: 2,478 shares; 2025Q3: 2,166 shares; 2025Q4: 2,167 shares 2,167 $401K <0.01% +1 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,558 shares; 2025Q1: 1,506 shares; 2025Q2: 1,526 shares; 2025Q3: 1,488 shares; 2025Q4: 1,549 shares 1,549 $401K <0.01% +61 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,053 shares; 2025Q2: 10,053 shares; 2025Q3: 10,053 shares; 2025Q4: 10,053 shares 10,053 $397K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,210 shares; 2025Q1: 1,169 shares; 2025Q2: 1,180 shares; 2025Q3: 1,164 shares; 2025Q4: 1,165 shares 1,165 $393K <0.01% +1 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 3,573 shares; 2025Q1: not reported; 2025Q2: 3,036 shares; 2025Q3: 2,731 shares; 2025Q4: 2,895 shares 2,895 $391K <0.01% +164 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 3,939 shares; 2025Q1: 3,737 shares; 2025Q2: 3,736 shares; 2025Q3: 3,737 shares; 2025Q4: 3,758 shares 3,758 $391K <0.01% +21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,279 shares; 2025Q3: 5,294 shares; 2025Q4: 5,243 shares 5,243 $388K <0.01% -51 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: 1,656 shares 1,656 $387K <0.01% +8 Timeline