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: 371,207 shares; 2024Q4: 395,201 shares; 2025Q1: 410,508 shares; 2025Q2: 437,487 shares; 2025Q3: 2,816,882 shares; 2025Q4: 3,036,683 shares 3,036,683 $1.9B 14.41% +219,801 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: 25,610,568 shares; 2024Q4: 26,239,480 shares; 2025Q1: 31,236,922 shares; 2025Q2: 32,970,303 shares; 2025Q3: 34,779,046 shares; 2025Q4: 35,831,024 shares 35,831,024 $964M 7.3% +1,051,978 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039,890 shares; 2024Q4: 1,025,575 shares; 2025Q1: 1,046,694 shares; 2025Q2: 1,083,431 shares; 2025Q3: 10,887,168 shares; 2025Q4: 11,055,006 shares 11,055,006 $691M 5.23% +167,838 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: 550,302 shares; 2024Q4: 562,903 shares; 2025Q1: 653,396 shares; 2025Q2: 765,000 shares; 2025Q3: 2,216,889 shares; 2025Q4: 2,357,405 shares 2,357,405 $684M 5.18% +140,516 Timeline 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: 758,597 shares; 2024Q4: 784,422 shares; 2025Q1: 809,487 shares; 2025Q2: 869,661 shares; 2025Q3: 1,372,695 shares; 2025Q4: 1,370,951 shares 1,370,951 $669M 5.06% -1,744 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: 1,584,817 shares; 2024Q4: 1,715,561 shares; 2025Q1: 1,786,452 shares; 2025Q2: 1,801,405 shares; 2025Q3: 3,229,930 shares; 2025Q4: 3,277,770 shares 3,277,770 $626M 4.74% +47,840 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: 1,039,824 shares; 2024Q4: 1,038,570 shares; 2025Q1: 1,098,406 shares; 2025Q2: 1,282,119 shares; 2025Q3: 1,304,328 shares; 2025Q4: 1,314,815 shares 1,314,815 $414M 3.13% +10,487 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: 5,350,147 shares; 2024Q4: 5,713,007 shares; 2025Q1: 5,742,827 shares; 2025Q2: 5,497,255 shares; 2025Q3: 5,515,662 shares; 2025Q4: 5,666,498 shares 5,666,498 $381M 2.88% +150,836 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: 465,913 shares; 2024Q4: 474,839 shares; 2025Q1: 495,663 shares; 2025Q2: 527,554 shares; 2025Q3: 537,962 shares; 2025Q4: 540,665 shares 540,665 $370M 2.8% +2,703 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: 7,184,166 shares; 2024Q4: 7,481,182 shares; 2025Q1: 8,865,258 shares; 2025Q2: 9,465,593 shares; 2025Q3: 10,021,294 shares; 2025Q4: 10,669,428 shares 10,669,428 $321M 2.43% +648,134 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: 1,870,840 shares; 2024Q4: 2,019,042 shares; 2025Q1: 2,024,959 shares; 2025Q2: 2,139,118 shares; 2025Q3: 2,349,867 shares; 2025Q4: 2,525,201 shares 2,525,201 $226M 1.71% +175,334 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: 630,978 shares; 2024Q4: 640,275 shares; 2025Q1: 626,839 shares; 2025Q2: 718,068 shares; 2025Q3: 760,672 shares; 2025Q4: 701,224 shares 701,224 $191M 1.44% -59,448 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: 428,996 shares; 2024Q4: 463,399 shares; 2025Q1: 497,435 shares; 2025Q2: 597,195 shares; 2025Q3: 621,300 shares; 2025Q4: 672,555 shares 672,555 $188M 1.42% +51,255 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: 4,859,051 shares; 2024Q4: 4,801,342 shares; 2025Q1: 5,301,276 shares; 2025Q2: 5,757,249 shares; 2025Q3: 5,867,969 shares; 2025Q4: 5,729,958 shares 5,729,958 $187M 1.41% -138,011 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203,535 shares; 2024Q4: 3,785,981 shares; 2025Q1: 3,274,439 shares; 2025Q2: 3,274,605 shares; 2025Q3: 3,250,918 shares; 2025Q4: 3,237,596 shares 3,237,596 $186M 1.41% -13,322 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: 764,078 shares; 2024Q4: 786,783 shares; 2025Q1: 823,904 shares; 2025Q2: 873,129 shares; 2025Q3: 886,534 shares; 2025Q4: 1,022,955 shares 1,022,955 $181M 1.37% +136,421 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: 344,146 shares; 2024Q4: 353,235 shares; 2025Q1: 484,613 shares; 2025Q2: 503,853 shares; 2025Q3: 573,064 shares; 2025Q4: 527,290 shares 527,290 $177M 1.34% -45,774 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: 1,432,653 shares; 2024Q4: 1,466,229 shares; 2025Q1: 1,437,266 shares; 2025Q2: 1,461,545 shares; 2025Q3: 1,478,979 shares; 2025Q4: 1,470,990 shares 1,470,990 $177M 1.34% -7,989 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: 1,219,810 shares; 2024Q4: 1,184,607 shares; 2025Q1: 1,249,362 shares; 2025Q2: 1,263,378 shares; 2025Q3: 1,293,428 shares; 2025Q4: 1,269,877 shares 1,269,877 $157M 1.18% -23,551 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: 469,044 shares; 2024Q4: 485,602 shares; 2025Q1: 490,383 shares; 2025Q2: 502,158 shares; 2025Q3: 506,199 shares; 2025Q4: 506,845 shares 506,845 $153M 1.16% +646 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: 387,885 shares; 2024Q4: 542,600 shares; 2025Q1: 616,976 shares; 2025Q2: 737,034 shares; 2025Q3: 1,012,373 shares; 2025Q4: 1,554,738 shares 1,554,738 $142M 1.08% +542,365 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,311,151 shares; 2024Q4: 3,427,107 shares; 2025Q1: 3,837,471 shares; 2025Q2: 4,544,933 shares; 2025Q3: 4,734,490 shares; 2025Q4: 4,721,385 shares 4,721,385 $140M 1.06% -13,105 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: 499,935 shares; 2024Q4: 505,282 shares; 2025Q1: 466,312 shares; 2025Q2: 477,756 shares; 2025Q3: 495,332 shares; 2025Q4: 506,835 shares 506,835 $131M 0.99% +11,503 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: 259,415 shares; 2024Q4: 259,446 shares; 2025Q1: 265,996 shares; 2025Q2: 270,073 shares; 2025Q3: 262,935 shares; 2025Q4: 255,913 shares 255,913 $121M 0.92% -7,022 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: 148,675 shares; 2024Q4: 150,336 shares; 2025Q1: 151,729 shares; 2025Q2: 159,852 shares; 2025Q3: 171,487 shares; 2025Q4: 175,049 shares 175,049 $119M 0.9% +3,562 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: 1,079,536 shares; 2024Q4: 1,099,386 shares; 2025Q1: 1,122,054 shares; 2025Q2: 1,643,920 shares; 2025Q3: 1,707,385 shares; 2025Q4: 1,722,738 shares 1,722,738 $114M 0.86% +15,353 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: 3,689,888 shares; 2024Q4: 3,851,680 shares; 2025Q1: 4,175,358 shares; 2025Q2: 4,410,971 shares; 2025Q3: 4,404,339 shares; 2025Q4: 4,563,437 shares 4,563,437 $110M 0.83% +159,098 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: 370,796 shares; 2024Q4: 387,247 shares; 2025Q1: 391,713 shares; 2025Q2: 437,040 shares; 2025Q3: 449,384 shares; 2025Q4: 468,700 shares 468,700 $99.3M 0.75% +19,316 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: 161,121 shares; 2024Q4: 162,589 shares; 2025Q1: 166,813 shares; 2025Q2: 181,794 shares; 2025Q3: 188,938 shares; 2025Q4: 190,523 shares 190,523 $92.1M 0.7% +1,585 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: 328,719 shares; 2024Q4: 325,880 shares; 2025Q1: 351,642 shares; 2025Q2: 358,694 shares; 2025Q3: 369,806 shares; 2025Q4: 363,813 shares 363,813 $77.2M 0.58% -5,993 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: 145,069 shares; 2024Q4: 147,805 shares; 2025Q1: 150,229 shares; 2025Q2: 150,080 shares; 2025Q3: 152,118 shares; 2025Q4: 151,710 shares 151,710 $76.3M 0.58% -408 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: 312,815 shares; 2024Q4: 315,448 shares; 2025Q1: 324,419 shares; 2025Q2: 330,078 shares; 2025Q3: 330,241 shares; 2025Q4: 329,410 shares 329,410 $69.3M 0.52% -831 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: 254,380 shares; 2024Q4: 275,403 shares; 2025Q1: 252,482 shares; 2025Q2: 299,654 shares; 2025Q3: 335,134 shares; 2025Q4: 332,946 shares 332,946 $62.1M 0.47% -2,188 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: 1,527,541 shares; 2024Q4: 1,581,682 shares; 2025Q1: 1,692,636 shares; 2025Q2: 1,768,550 shares; 2025Q3: 1,843,037 shares; 2025Q4: 1,893,189 shares 1,893,189 $62M 0.47% +50,152 Timeline IGF 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: 512,733 shares; 2024Q4: 886,372 shares; 2025Q1: 894,687 shares; 2025Q2: 936,480 shares; 2025Q3: 976,736 shares; 2025Q4: 998,145 shares 998,145 $61.2M 0.46% +21,409 Timeline AMID EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027,016 shares; 2024Q4: 1,236,643 shares; 2025Q1: 1,396,130 shares; 2025Q2: 1,627,459 shares; 2025Q3: 1,759,639 shares; 2025Q4: 1,809,956 shares 1,809,956 $60.7M 0.46% +50,317 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: 304,344 shares; 2024Q4: 306,230 shares; 2025Q1: 228,513 shares; 2025Q2: 231,039 shares; 2025Q3: 232,113 shares; 2025Q4: 229,293 shares 229,293 $56.4M 0.43% -2,820 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: 1,417,477 shares; 2024Q4: 1,435,140 shares; 2025Q1: 1,507,532 shares; 2025Q2: 1,909,449 shares; 2025Q3: 1,958,128 shares; 2025Q4: 1,955,282 shares 1,955,282 $55.7M 0.42% -2,846 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: 531,996 shares; 2024Q4: 576,226 shares; 2025Q1: 721,392 shares; 2025Q2: 716,214 shares; 2025Q3: 729,446 shares; 2025Q4: 729,541 shares 729,541 $55M 0.42% +95 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: 851,876 shares; 2024Q4: 845,635 shares; 2025Q1: 675,036 shares; 2025Q2: 681,756 shares; 2025Q3: 747,377 shares; 2025Q4: 746,676 shares 746,676 $54.9M 0.42% -701 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,004 shares; 2024Q4: 144,681 shares; 2025Q1: 166,110 shares; 2025Q2: 379,673 shares; 2025Q3: 447,770 shares; 2025Q4: 478,795 shares 478,795 $54.5M 0.41% +31,025 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: 272,275 shares; 2025Q1: 268,894 shares; 2025Q2: 266,621 shares; 2025Q3: 314,403 shares; 2025Q4: 297,355 shares 297,355 $50.9M 0.39% -17,048 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: 315,758 shares; 2024Q4: 320,031 shares; 2025Q1: 340,284 shares; 2025Q2: 264,309 shares; 2025Q3: 301,139 shares; 2025Q4: 327,388 shares 327,388 $47M 0.36% +26,249 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: 128,401 shares; 2024Q4: 136,508 shares; 2025Q1: 137,135 shares; 2025Q2: 148,720 shares; 2025Q3: 153,528 shares; 2025Q4: 147,659 shares 147,659 $46.2M 0.35% -5,869 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: 912,815 shares; 2024Q4: 865,783 shares; 2025Q1: 859,285 shares; 2025Q2: 748,688 shares; 2025Q3: 769,820 shares; 2025Q4: 803,244 shares 803,244 $43.2M 0.33% +33,424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899,255 shares; 2025Q4: 909,360 shares 909,360 $42.6M 0.32% +10,105 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: 171,414 shares; 2024Q4: 181,709 shares; 2025Q1: 174,207 shares; 2025Q2: 183,490 shares; 2025Q3: 180,515 shares; 2025Q4: 181,075 shares 181,075 $41.8M 0.32% +560 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: 347,117 shares; 2024Q4: 330,990 shares; 2025Q1: 326,411 shares; 2025Q2: 278,925 shares; 2025Q3: 272,977 shares; 2025Q4: 284,161 shares 284,161 $39.5M 0.3% +11,184 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: 484,888 shares; 2024Q4: 474,857 shares; 2025Q1: 462,086 shares; 2025Q2: 446,208 shares; 2025Q3: 441,915 shares; 2025Q4: 436,406 shares 436,406 $38.6M 0.29% -5,509 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 49 shares; 2025Q2: 51 shares; 2025Q3: 49 shares; 2025Q4: 49 shares 49 $37M 0.28% 0 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: 335,945 shares; 2024Q4: 324,216 shares; 2025Q1: 333,093 shares; 2025Q2: 336,039 shares; 2025Q3: 374,771 shares; 2025Q4: 375,515 shares 375,515 $36.1M 0.27% +744 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: 473,588 shares; 2024Q4: 460,339 shares; 2025Q1: 473,295 shares; 2025Q2: 470,679 shares; 2025Q3: 468,555 shares; 2025Q4: 446,904 shares 446,904 $34.6M 0.26% -21,651 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: 486,802 shares; 2024Q4: 471,354 shares; 2025Q1: 473,907 shares; 2025Q2: 466,838 shares; 2025Q3: 449,157 shares; 2025Q4: 428,624 shares 428,624 $34.4M 0.26% -20,533 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: 197,529 shares; 2024Q4: 199,645 shares; 2025Q1: 205,915 shares; 2025Q2: 236,698 shares; 2025Q3: 237,990 shares; 2025Q4: 243,599 shares 243,599 $33.4M 0.25% +5,609 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: 103,714 shares; 2024Q4: 106,560 shares; 2025Q1: 105,483 shares; 2025Q2: 101,541 shares; 2025Q3: 105,599 shares; 2025Q4: 102,702 shares 102,702 $32.2M 0.24% -2,897 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: 194,963 shares; 2024Q4: 194,250 shares; 2025Q1: 195,597 shares; 2025Q2: 220,049 shares; 2025Q3: 227,479 shares; 2025Q4: 227,365 shares 227,365 $32.1M 0.24% -114 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: 30,578 shares; 2024Q4: 33,427 shares; 2025Q1: 34,348 shares; 2025Q2: 36,565 shares; 2025Q3: 38,128 shares; 2025Q4: 50,082 shares 50,082 $30.8M 0.23% +11,954 Timeline ABIG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 581,188 shares; 2025Q3: 775,489 shares; 2025Q4: 957,663 shares 957,663 $30.7M 0.23% +182,174 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: 59,957 shares; 2024Q4: 61,206 shares; 2025Q1: 72,613 shares; 2025Q2: 77,307 shares; 2025Q3: 77,350 shares; 2025Q4: 77,364 shares 77,364 $28.9M 0.22% +14 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: 89,073 shares; 2024Q4: 87,114 shares; 2025Q1: 84,637 shares; 2025Q2: 80,669 shares; 2025Q3: 84,443 shares; 2025Q4: 82,685 shares 82,685 $26.7M 0.2% -1,758 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: 161,262 shares; 2024Q4: 164,955 shares; 2025Q1: 169,866 shares; 2025Q2: 180,420 shares; 2025Q3: 179,375 shares; 2025Q4: 178,244 shares 178,244 $25.1M 0.19% -1,131 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: 60,900 shares; 2024Q4: 62,350 shares; 2025Q1: 63,578 shares; 2025Q2: 73,131 shares; 2025Q3: 74,018 shares; 2025Q4: 74,317 shares 74,317 $23.9M 0.18% +299 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: 402,109 shares; 2024Q4: 444,265 shares; 2025Q1: 465,162 shares; 2025Q2: 464,941 shares; 2025Q3: 674,487 shares; 2025Q4: 838,743 shares 838,743 $23M 0.17% +164,256 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290,894 shares; 2024Q4: 1,311,045 shares; 2025Q1: 1,293,548 shares; 2025Q2: 1,364,002 shares; 2025Q3: 1,362,325 shares; 2025Q4: 1,343,639 shares 1,343,639 $22.2M 0.17% -18,686 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: 1,100,916 shares; 2024Q4: 1,118,663 shares; 2025Q1: 1,117,273 shares; 2025Q2: 1,159,031 shares; 2025Q3: 1,069,896 shares; 2025Q4: 1,059,654 shares 1,059,654 $22.1M 0.17% -10,242 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: 151,905 shares; 2024Q4: 155,057 shares; 2025Q1: 157,860 shares; 2025Q2: 160,175 shares; 2025Q3: 157,542 shares; 2025Q4: 155,301 shares 155,301 $21.9M 0.17% -2,241 Timeline SPAB 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: 467,685 shares; 2024Q4: 445,532 shares; 2025Q1: 423,065 shares; 2025Q2: 420,478 shares; 2025Q3: 821,788 shares; 2025Q4: 825,178 shares 825,178 $21.2M 0.16% +3,390 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: 89,384 shares; 2024Q4: 91,177 shares; 2025Q1: 90,773 shares; 2025Q2: 158,217 shares; 2025Q3: 163,329 shares; 2025Q4: 190,079 shares 190,079 $21.1M 0.16% +26,750 Timeline IVOG 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: 12,595 shares; 2024Q4: 44,644 shares; 2025Q1: 49,598 shares; 2025Q2: 128,829 shares; 2025Q3: 149,625 shares; 2025Q4: 172,656 shares 172,656 $20.8M 0.16% +23,031 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624,304 shares; 2025Q4: 629,761 shares 629,761 $20.5M 0.16% +5,457 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: 18,728 shares; 2024Q4: 19,255 shares; 2025Q1: 22,404 shares; 2025Q2: 26,046 shares; 2025Q3: 196,094 shares; 2025Q4: 191,404 shares 191,404 $20.4M 0.15% -4,690 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: 135,734 shares; 2024Q4: 158,494 shares; 2025Q1: 155,467 shares; 2025Q2: 168,453 shares; 2025Q3: 174,832 shares; 2025Q4: 166,782 shares 166,782 $20.1M 0.15% -8,050 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562,437 shares; 2025Q4: 579,045 shares 579,045 $20M 0.15% +16,608 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: 24,724 shares; 2024Q4: 24,128 shares; 2025Q1: 24,762 shares; 2025Q2: 26,924 shares; 2025Q3: 26,365 shares; 2025Q4: 29,425 shares 29,425 $19.4M 0.15% +3,060 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: 121,331 shares; 2024Q4: 133,472 shares; 2025Q1: 133,714 shares; 2025Q2: 137,654 shares; 2025Q3: 139,210 shares; 2025Q4: 144,353 shares 144,353 $19.2M 0.15% +5,143 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: 149,990 shares; 2024Q4: 137,695 shares; 2025Q1: 148,696 shares; 2025Q2: 159,133 shares; 2025Q3: 166,427 shares; 2025Q4: 165,267 shares 165,267 $18.8M 0.14% -1,160 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: 505,344 shares; 2024Q4: 528,685 shares; 2025Q1: 552,221 shares; 2025Q2: 589,597 shares; 2025Q3: 703,175 shares; 2025Q4: 781,082 shares 781,082 $18.3M 0.14% +77,907 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: 22,689 shares; 2024Q4: 43,521 shares; 2025Q1: 44,065 shares; 2025Q2: 44,173 shares; 2025Q3: 352,884 shares; 2025Q4: 357,314 shares 357,314 $17.8M 0.13% +4,430 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: 47,322 shares; 2024Q4: 45,473 shares; 2025Q1: 45,406 shares; 2025Q2: 47,176 shares; 2025Q3: 48,773 shares; 2025Q4: 50,269 shares 50,269 $17.4M 0.13% +1,496 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: 26,835 shares; 2024Q4: 27,052 shares; 2025Q1: 30,830 shares; 2025Q2: 62,697 shares; 2025Q3: 40,633 shares; 2025Q4: 38,234 shares 38,234 $17.2M 0.13% -2,399 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: 183,982 shares; 2024Q4: 207,289 shares; 2025Q1: 238,119 shares; 2025Q2: 256,322 shares; 2025Q3: 272,402 shares; 2025Q4: 336,947 shares 336,947 $16.7M 0.13% +64,545 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: 120,863 shares; 2024Q4: 122,604 shares; 2025Q1: 141,774 shares; 2025Q2: 154,178 shares; 2025Q3: 157,797 shares; 2025Q4: 144,351 shares 144,351 $16.1M 0.12% -13,446 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: 10,857 shares; 2024Q4: 12,453 shares; 2025Q1: 11,622 shares; 2025Q2: 12,460 shares; 2025Q3: 14,493 shares; 2025Q4: 14,867 shares 14,867 $16M 0.12% +374 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: 85,780 shares; 2024Q4: 84,750 shares; 2025Q1: 81,838 shares; 2025Q2: 95,965 shares; 2025Q3: 110,341 shares; 2025Q4: 108,487 shares 108,487 $15.5M 0.12% -1,854 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: 137,801 shares; 2024Q4: 138,684 shares; 2025Q1: 132,509 shares; 2025Q2: 129,865 shares; 2025Q3: 359,396 shares; 2025Q4: 378,452 shares 378,452 $15M 0.11% +19,056 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,769 shares; 2025Q4: 298,056 shares 298,056 $14.8M 0.11% +276,287 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: 87,987 shares; 2024Q4: 87,490 shares; 2025Q1: 87,499 shares; 2025Q2: 87,896 shares; 2025Q3: 89,558 shares; 2025Q4: 104,656 shares 104,656 $14.8M 0.11% +15,098 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: 47,713 shares; 2024Q4: 56,994 shares; 2025Q1: 62,368 shares; 2025Q2: 62,543 shares; 2025Q3: 60,724 shares; 2025Q4: 67,000 shares 67,000 $14.7M 0.11% +6,276 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,818 shares; 2024Q4: 118,945 shares; 2025Q1: 120,395 shares; 2025Q2: 149,549 shares; 2025Q3: 145,224 shares; 2025Q4: 146,163 shares 146,163 $14.6M 0.11% +939 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: 106,403 shares; 2024Q4: 112,658 shares; 2025Q1: 117,805 shares; 2025Q2: 118,326 shares; 2025Q3: 125,171 shares; 2025Q4: 145,479 shares 145,479 $14.5M 0.11% +20,308 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: 12,215 shares; 2024Q4: 11,113 shares; 2025Q1: 11,364 shares; 2025Q2: 172,768 shares; 2025Q3: 171,950 shares; 2025Q4: 158,877 shares 158,877 $14.5M 0.11% -13,073 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: 163,953 shares; 2024Q4: 157,368 shares; 2025Q1: 153,015 shares; 2025Q2: 186,388 shares; 2025Q3: 177,559 shares; 2025Q4: 198,345 shares 198,345 $14.2M 0.11% +20,786 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: 35,877 shares; 2024Q4: 37,549 shares; 2025Q1: 37,488 shares; 2025Q2: 37,185 shares; 2025Q3: 39,176 shares; 2025Q4: 39,528 shares 39,528 $13.9M 0.1% +352 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: 67,091 shares; 2024Q4: 68,723 shares; 2025Q1: 64,178 shares; 2025Q2: 65,525 shares; 2025Q3: 67,782 shares; 2025Q4: 66,667 shares 66,667 $13.8M 0.1% -1,115 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: 101,073 shares; 2024Q4: 94,493 shares; 2025Q1: 94,641 shares; 2025Q2: 99,828 shares; 2025Q3: 100,540 shares; 2025Q4: 104,605 shares 104,605 $13.8M 0.1% +4,065 Timeline ALIL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296,397 shares; 2025Q3: 373,133 shares; 2025Q4: 469,940 shares 469,940 $13.6M 0.1% +96,807 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,878 shares; 2025Q4: 248,717 shares 248,717 $13.4M 0.1% +22,839 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: 98,020 shares; 2024Q4: 94,171 shares; 2025Q1: 92,331 shares; 2025Q2: 81,140 shares; 2025Q3: 74,380 shares; 2025Q4: 72,317 shares 72,317 $13.1M 0.1% -2,063 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: 223,843 shares; 2024Q4: 223,661 shares; 2025Q1: 226,476 shares; 2025Q2: 229,988 shares; 2025Q3: 238,477 shares; 2025Q4: 236,643 shares 236,643 $12.9M 0.1% -1,834 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: 114,704 shares; 2024Q4: 114,879 shares; 2025Q1: 116,036 shares; 2025Q2: 124,435 shares; 2025Q3: 126,373 shares; 2025Q4: 129,698 shares 129,698 $12.6M 0.1% +3,325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321,178 shares; 2025Q4: 327,514 shares 327,514 $12.5M 0.09% +6,336 Timeline CLOI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,342 shares; 2025Q4: 229,940 shares 229,940 $12.1M 0.09% +10,598 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: 191,907 shares; 2024Q4: 192,161 shares; 2025Q1: 207,836 shares; 2025Q2: 206,025 shares; 2025Q3: 208,771 shares; 2025Q4: 209,344 shares 209,344 $12.1M 0.09% +573 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: 209,830 shares; 2024Q4: 206,491 shares; 2025Q1: 209,925 shares; 2025Q2: 227,085 shares; 2025Q3: 222,531 shares; 2025Q4: 216,089 shares 216,089 $11.9M 0.09% -6,442 Timeline IVOO 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: 3,323 shares; 2024Q4: 5,214 shares; 2025Q1: 5,221 shares; 2025Q2: 60,790 shares; 2025Q3: 70,683 shares; 2025Q4: 102,646 shares 102,646 $11.5M 0.09% +31,963 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: 1,712 shares; 2024Q4: 1,963 shares; 2025Q1: 13,779 shares; 2025Q2: 13,876 shares; 2025Q3: 13,826 shares; 2025Q4: 14,083 shares 14,083 $11.4M 0.09% +257 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: 12,084 shares; 2024Q4: 12,315 shares; 2025Q1: 12,720 shares; 2025Q2: 13,198 shares; 2025Q3: 13,008 shares; 2025Q4: 12,849 shares 12,849 $11.1M 0.08% -159 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 327 shares; 2025Q1: 6,949 shares; 2025Q2: 6,863 shares; 2025Q3: 6,599 shares; 2025Q4: 6,539 shares 6,539 $11.1M 0.08% -60 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: 52,463 shares; 2024Q4: 52,464 shares; 2025Q1: 52,306 shares; 2025Q2: 52,575 shares; 2025Q3: 52,553 shares; 2025Q4: 52,755 shares 52,755 $10.8M 0.08% +202 Timeline XMMO 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: 78,286 shares; 2024Q4: 78,460 shares; 2025Q1: 76,800 shares; 2025Q2: 76,881 shares; 2025Q3: 76,954 shares; 2025Q4: 77,237 shares 77,237 $10.7M 0.08% +283 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: 117,526 shares; 2024Q4: 119,254 shares; 2025Q1: 124,150 shares; 2025Q2: 126,873 shares; 2025Q3: 132,523 shares; 2025Q4: 109,452 shares 109,452 $10.5M 0.08% -23,071 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: 11,339 shares; 2024Q4: 13,020 shares; 2025Q1: 12,370 shares; 2025Q2: 13,037 shares; 2025Q3: 13,431 shares; 2025Q4: 13,850 shares 13,850 $10.4M 0.08% +419 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: 360,698 shares; 2024Q4: 366,222 shares; 2025Q1: 360,151 shares; 2025Q2: 392,406 shares; 2025Q3: 410,095 shares; 2025Q4: 387,321 shares 387,321 $10.2M 0.08% -22,774 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,831 shares; 2024Q4: 46,065 shares; 2025Q1: 43,996 shares; 2025Q2: 43,513 shares; 2025Q3: 46,798 shares; 2025Q4: 45,653 shares 45,653 $9.91M 0.07% -1,145 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: 47,497 shares; 2024Q4: 46,121 shares; 2025Q1: 42,650 shares; 2025Q2: 43,410 shares; 2025Q3: 42,657 shares; 2025Q4: 42,526 shares 42,526 $9.72M 0.07% -131 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: not reported; 2025Q3: 89,901 shares; 2025Q4: 94,581 shares 94,581 $9.09M 0.07% +4,680 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: 23,889 shares; 2024Q4: 24,353 shares; 2025Q1: 33,764 shares; 2025Q2: 34,506 shares; 2025Q3: 34,677 shares; 2025Q4: 34,371 shares 34,371 $8.63M 0.07% -306 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: 17,858 shares; 2024Q4: 21,556 shares; 2025Q1: 25,580 shares; 2025Q2: 28,969 shares; 2025Q3: 28,180 shares; 2025Q4: 27,871 shares 27,871 $8.26M 0.06% -309 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: 125,806 shares 125,806 $8.24M 0.06% new 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: 42,403 shares; 2024Q4: 44,979 shares; 2025Q1: 46,109 shares; 2025Q2: 50,021 shares; 2025Q3: 49,322 shares; 2025Q4: 46,335 shares 46,335 $8.24M 0.06% -2,987 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: 24,619 shares; 2024Q4: 25,911 shares; 2025Q1: 25,785 shares; 2025Q2: 26,609 shares; 2025Q3: 26,807 shares; 2025Q4: 26,766 shares 26,766 $8.18M 0.06% -41 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: 154,849 shares; 2024Q4: 154,249 shares; 2025Q1: 167,563 shares; 2025Q2: 179,694 shares; 2025Q3: 178,710 shares; 2025Q4: 174,726 shares 174,726 $7.96M 0.06% -3,984 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: 83,069 shares; 2024Q4: 82,420 shares; 2025Q1: 81,941 shares; 2025Q2: 81,855 shares; 2025Q3: 81,512 shares; 2025Q4: 79,246 shares 79,246 $7.86M 0.06% -2,266 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: 28,155 shares; 2024Q4: 29,079 shares; 2025Q1: 30,054 shares; 2025Q2: 30,087 shares; 2025Q3: 41,662 shares; 2025Q4: 40,162 shares 40,162 $7.83M 0.06% -1,500 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: 81,940 shares; 2024Q4: 98,130 shares; 2025Q1: 85,530 shares; 2025Q2: 110,291 shares; 2025Q3: 111,202 shares; 2025Q4: 111,867 shares 111,867 $7.82M 0.06% +665 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: 17,997 shares; 2024Q4: 19,890 shares; 2025Q1: 17,980 shares; 2025Q2: 20,151 shares; 2025Q3: 22,050 shares; 2025Q4: 21,745 shares 21,745 $7.48M 0.06% -305 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: 36,561 shares; 2024Q4: 38,733 shares; 2025Q1: 38,470 shares; 2025Q2: 45,112 shares; 2025Q3: 50,208 shares; 2025Q4: 48,728 shares 48,728 $7.43M 0.06% -1,480 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,160 shares; 2025Q4: 95,391 shares 95,391 $7.24M 0.05% +4,231 Timeline BOND 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: 62,317 shares; 2024Q4: 67,669 shares; 2025Q1: 77,218 shares; 2025Q2: 76,308 shares; 2025Q3: 78,905 shares; 2025Q4: 77,710 shares 77,710 $7.23M 0.05% -1,195 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: 32,819 shares; 2024Q4: 33,237 shares; 2025Q1: 32,974 shares; 2025Q2: 28,312 shares; 2025Q3: 33,717 shares; 2025Q4: 32,991 shares 32,991 $7.16M 0.05% -726 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,046 shares; 2024Q4: 140,088 shares; 2025Q1: 131,218 shares; 2025Q2: 131,240 shares; 2025Q3: 131,461 shares; 2025Q4: 136,802 shares 136,802 $7.16M 0.05% +5,341 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: 9,006 shares; 2024Q4: 9,861 shares; 2025Q1: 10,611 shares; 2025Q2: 12,029 shares; 2025Q3: 11,996 shares; 2025Q4: 12,488 shares 12,488 $7.13M 0.05% +492 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: 23,189 shares; 2024Q4: 22,459 shares; 2025Q1: 20,131 shares; 2025Q2: 21,268 shares; 2025Q3: 22,154 shares; 2025Q4: 21,320 shares 21,320 $7.04M 0.05% -834 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: 26,901 shares; 2024Q4: 27,809 shares; 2025Q1: 27,485 shares; 2025Q2: 28,881 shares; 2025Q3: 29,837 shares; 2025Q4: 30,233 shares 30,233 $6.92M 0.05% +396 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: 50,147 shares; 2024Q4: 50,210 shares; 2025Q1: 48,604 shares; 2025Q2: 49,622 shares; 2025Q3: 49,378 shares; 2025Q4: 47,963 shares 47,963 $6.88M 0.05% -1,415 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: 11,424 shares; 2024Q4: 11,427 shares; 2025Q1: 11,430 shares; 2025Q2: 11,493 shares; 2025Q3: 12,963 shares; 2025Q4: 14,125 shares 14,125 $6.79M 0.05% +1,162 Timeline JBND 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: not reported; 2025Q2: not reported; 2025Q3: 118,042 shares; 2025Q4: 123,846 shares 123,846 $6.7M 0.05% +5,804 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,069 shares; 2024Q4: 13,193 shares; 2025Q1: 13,269 shares; 2025Q2: 13,120 shares; 2025Q3: 14,637 shares; 2025Q4: 16,183 shares 16,183 $6.68M 0.05% +1,546 Timeline TMLP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 263,912 shares 263,912 $6.64M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184,093 shares; 2025Q4: 194,562 shares 194,562 $6.4M 0.05% +10,469 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: 111,522 shares; 2024Q4: 112,476 shares; 2025Q1: 102,011 shares; 2025Q2: 110,131 shares; 2025Q3: 106,050 shares; 2025Q4: 107,186 shares 107,186 $6.4M 0.05% +1,136 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: 51,420 shares; 2024Q4: 57,096 shares; 2025Q1: 65,009 shares; 2025Q2: 66,375 shares; 2025Q3: 65,373 shares; 2025Q4: 66,051 shares 66,051 $6.28M 0.05% +678 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: 11,244 shares; 2024Q4: 11,071 shares; 2025Q1: 10,943 shares; 2025Q2: 11,099 shares; 2025Q3: 11,835 shares; 2025Q4: 10,954 shares 10,954 $6.28M 0.05% -881 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,506 shares; 2025Q4: 30,324 shares 30,324 $6.21M 0.05% -182 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,233 shares; 2024Q4: 88,187 shares; 2025Q1: 88,194 shares; 2025Q2: 88,194 shares; 2025Q3: 131,875 shares; 2025Q4: 132,192 shares 132,192 $6.07M 0.05% +317 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: 13,586 shares; 2024Q4: 17,039 shares; 2025Q1: 13,527 shares; 2025Q2: 19,162 shares; 2025Q3: 20,427 shares; 2025Q4: 19,422 shares 19,422 $5.98M 0.05% -1,005 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: 11,293 shares; 2024Q4: 15,099 shares; 2025Q1: 15,746 shares; 2025Q2: 15,906 shares; 2025Q3: 16,608 shares; 2025Q4: 17,411 shares 17,411 $5.97M 0.05% +803 Timeline QEFA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,161 shares; 2025Q4: 64,597 shares 64,597 $5.86M 0.04% +436 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: 17,614 shares; 2024Q4: 17,687 shares; 2025Q1: 16,117 shares; 2025Q2: 29,831 shares; 2025Q3: 29,800 shares; 2025Q4: 27,935 shares 27,935 $5.84M 0.04% -1,865 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: 65,862 shares; 2024Q4: 68,928 shares; 2025Q1: 68,568 shares; 2025Q2: 67,518 shares; 2025Q3: 69,560 shares; 2025Q4: 73,810 shares 73,810 $5.82M 0.04% +4,250 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: 173,630 shares; 2024Q4: 180,250 shares; 2025Q1: 186,413 shares; 2025Q2: 196,437 shares; 2025Q3: 197,968 shares; 2025Q4: 181,116 shares 181,116 $5.81M 0.04% -16,852 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: 59,609 shares; 2024Q4: 62,645 shares; 2025Q1: 61,089 shares; 2025Q2: 58,820 shares; 2025Q3: 60,584 shares; 2025Q4: 55,005 shares 55,005 $5.79M 0.04% -5,579 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: 44,532 shares; 2024Q4: 43,452 shares; 2025Q1: 45,546 shares; 2025Q2: 48,321 shares; 2025Q3: 49,375 shares; 2025Q4: 45,659 shares 45,659 $5.72M 0.04% -3,716 Timeline VIOG 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: 179,882 shares; 2024Q4: 180,525 shares; 2025Q1: 180,872 shares; 2025Q2: 39,103 shares; 2025Q3: 43,982 shares; 2025Q4: 46,882 shares 46,882 $5.69M 0.04% +2,900 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT 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: 109,345 shares; 2025Q4: 111,629 shares 111,629 $5.65M 0.04% +2,284 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: 29,194 shares; 2024Q4: 29,226 shares; 2025Q1: 29,235 shares; 2025Q2: 44,213 shares; 2025Q3: 43,577 shares; 2025Q4: 45,470 shares 45,470 $5.54M 0.04% +1,893 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,214 shares; 2024Q4: 107,165 shares; 2025Q1: 51,356 shares; 2025Q2: 51,052 shares; 2025Q3: 51,063 shares; 2025Q4: 38,749 shares 38,749 $5.48M 0.04% -12,314 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,314 shares; 2025Q4: 162,332 shares 162,332 $5.48M 0.04% +5,018 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: 8,967 shares; 2024Q4: 8,910 shares; 2025Q1: 8,797 shares; 2025Q2: 28,217 shares; 2025Q3: 9,318 shares; 2025Q4: 9,395 shares 9,395 $5.44M 0.04% +77 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: 5,589 shares; 2024Q4: 5,576 shares; 2025Q1: 5,496 shares; 2025Q2: 5,560 shares; 2025Q3: 5,074 shares; 2025Q4: 55,824 shares 55,824 $5.23M 0.04% +50,750 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,570 shares; 2024Q4: 90,772 shares; 2025Q1: 92,535 shares; 2025Q2: 100,785 shares; 2025Q3: 98,279 shares; 2025Q4: 95,617 shares 95,617 $5.16M 0.04% -2,662 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,963 shares; 2025Q4: 59,900 shares 59,900 $5.14M 0.04% -3,063 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,942 shares; 2024Q4: 12,006 shares; 2025Q1: 13,502 shares; 2025Q2: 11,659 shares; 2025Q3: 86,016 shares; 2025Q4: 84,887 shares 84,887 $5.11M 0.04% -1,129 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: 23,740 shares; 2024Q4: 24,219 shares; 2025Q1: 21,659 shares; 2025Q2: 22,318 shares; 2025Q3: 22,283 shares; 2025Q4: 21,841 shares 21,841 $5.05M 0.04% -442 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: 13,093 shares; 2024Q4: 11,828 shares; 2025Q1: 11,703 shares; 2025Q2: 11,420 shares; 2025Q3: 13,667 shares; 2025Q4: 15,216 shares 15,216 $4.98M 0.04% +1,549 Timeline JMUB 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: not reported; 2025Q2: not reported; 2025Q3: 87,776 shares; 2025Q4: 97,540 shares 97,540 $4.93M 0.04% +9,764 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,283 shares; 2025Q4: 127,267 shares 127,267 $4.89M 0.04% +82,984 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: 22,883 shares; 2024Q4: 23,920 shares; 2025Q1: 25,242 shares; 2025Q2: 24,017 shares; 2025Q3: 27,612 shares; 2025Q4: 32,457 shares 32,457 $4.83M 0.04% +4,845 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: 6,694 shares; 2024Q4: 8,478 shares; 2025Q1: 8,421 shares; 2025Q2: 7,940 shares; 2025Q3: 8,923 shares; 2025Q4: 12,145 shares 12,145 $4.81M 0.04% +3,222 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: 194,657 shares; 2024Q4: 231,512 shares; 2025Q1: 227,607 shares; 2025Q2: 220,363 shares; 2025Q3: 206,544 shares; 2025Q4: 192,366 shares 192,366 $4.79M 0.04% -14,178 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: 28,508 shares; 2024Q4: 28,266 shares; 2025Q1: 24,047 shares; 2025Q2: 23,347 shares; 2025Q3: 75,322 shares; 2025Q4: 65,321 shares 65,321 $4.75M 0.04% -10,001 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: 17,165 shares; 2024Q4: 22,302 shares; 2025Q1: 19,309 shares; 2025Q2: 24,030 shares; 2025Q3: 25,491 shares; 2025Q4: 25,655 shares 25,655 $4.71M 0.04% +164 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: 74,568 shares; 2024Q4: 106,346 shares; 2025Q1: 107,956 shares; 2025Q2: 113,709 shares; 2025Q3: 118,929 shares; 2025Q4: 115,065 shares 115,065 $4.69M 0.04% -3,864 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: 8,865 shares; 2024Q4: 17,959 shares; 2025Q1: 17,782 shares; 2025Q2: 18,177 shares; 2025Q3: 18,341 shares; 2025Q4: 18,103 shares 18,103 $4.46M 0.03% -238 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,236 shares; 2024Q4: 50,246 shares; 2025Q1: 65,246 shares; 2025Q2: 80,770 shares; 2025Q3: 105,175 shares; 2025Q4: 117,455 shares 117,455 $4.44M 0.03% +12,280 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: 52,129 shares; 2024Q4: 54,174 shares; 2025Q1: 52,556 shares; 2025Q2: 54,265 shares; 2025Q3: 53,626 shares; 2025Q4: 57,404 shares 57,404 $4.42M 0.03% +3,778 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 25,784 shares; 2025Q1: 25,284 shares; 2025Q2: 25,284 shares; 2025Q3: 25,035 shares; 2025Q4: 22,541 shares 22,541 $4.4M 0.03% -2,494 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: 31,713 shares; 2024Q4: 29,424 shares; 2025Q1: 29,874 shares; 2025Q2: 45,498 shares; 2025Q3: 46,436 shares; 2025Q4: 46,625 shares 46,625 $4.35M 0.03% +189 Timeline PZA 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: 19,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,801 shares; 2025Q4: 187,299 shares 187,299 $4.34M 0.03% +6,498 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: 21,446 shares; 2024Q4: 20,298 shares; 2025Q1: 21,097 shares; 2025Q2: 21,691 shares; 2025Q3: 48,525 shares; 2025Q4: 55,287 shares 55,287 $4.31M 0.03% +6,762 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: 92,161 shares; 2024Q4: 89,274 shares; 2025Q1: 88,922 shares; 2025Q2: 80,391 shares; 2025Q3: 92,797 shares; 2025Q4: 79,725 shares 79,725 $4.25M 0.03% -13,072 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: 16,763 shares; 2024Q4: 23,249 shares; 2025Q1: 22,785 shares; 2025Q2: 19,867 shares; 2025Q3: 21,872 shares; 2025Q4: 22,173 shares 22,173 $4.25M 0.03% +301 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: 46,870 shares; 2024Q4: 47,522 shares; 2025Q1: 29,010 shares; 2025Q2: 29,343 shares; 2025Q3: 50,417 shares; 2025Q4: 50,146 shares 50,146 $4.24M 0.03% -271 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,027 shares; 2024Q4: 9,144 shares; 2025Q1: 8,805 shares; 2025Q2: 21,571 shares; 2025Q3: 22,538 shares; 2025Q4: 22,064 shares 22,064 $4.09M 0.03% -474 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,164 shares; 2024Q4: 65,253 shares; 2025Q1: 65,919 shares; 2025Q2: 66,127 shares; 2025Q3: 67,078 shares; 2025Q4: 68,066 shares 68,066 $4.09M 0.03% +988 Timeline SLYG 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: 32,880 shares; 2024Q4: 31,239 shares; 2025Q1: 30,341 shares; 2025Q2: 31,606 shares; 2025Q3: 43,804 shares; 2025Q4: 43,342 shares 43,342 $4.08M 0.03% -462 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: 2,909 shares; 2024Q4: 3,454 shares; 2025Q1: 3,624 shares; 2025Q2: 4,470 shares; 2025Q3: 4,826 shares; 2025Q4: 4,617 shares 4,617 $4.06M 0.03% -209 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: 4,794 shares; 2024Q4: 4,778 shares; 2025Q1: 4,775 shares; 2025Q2: 4,964 shares; 2025Q3: 5,501 shares; 2025Q4: 6,716 shares 6,716 $4.05M 0.03% +1,215 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: 21,891 shares; 2024Q4: 23,048 shares; 2025Q1: 23,547 shares; 2025Q2: 23,980 shares; 2025Q3: 23,461 shares; 2025Q4: 23,529 shares 23,529 $4.02M 0.03% +68 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: 4,886 shares; 2024Q4: 5,551 shares; 2025Q1: 4,720 shares; 2025Q2: 6,437 shares; 2025Q3: 5,692 shares; 2025Q4: 6,068 shares 6,068 $3.97M 0.03% +376 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,537 shares; 2024Q4: 123,537 shares; 2025Q1: 177,902 shares; 2025Q2: 207,644 shares; 2025Q3: 256,854 shares; 2025Q4: 267,621 shares 267,621 $3.95M 0.03% +10,767 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: 85,885 shares; 2024Q4: 85,385 shares; 2025Q1: 87,515 shares; 2025Q2: 87,525 shares; 2025Q3: 85,947 shares; 2025Q4: 84,339 shares 84,339 $3.93M 0.03% -1,608 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: 41,982 shares; 2024Q4: 45,112 shares; 2025Q1: 34,465 shares; 2025Q2: 35,518 shares; 2025Q3: 51,089 shares; 2025Q4: 47,836 shares 47,836 $3.84M 0.03% -3,253 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: 26,300 shares; 2024Q4: 26,201 shares; 2025Q1: 26,117 shares; 2025Q2: 28,119 shares; 2025Q3: 28,477 shares; 2025Q4: 28,178 shares 28,178 $3.81M 0.03% -299 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,658 shares; 2024Q4: 190,028 shares; 2025Q1: 192,011 shares; 2025Q2: 183,068 shares; 2025Q3: 175,648 shares; 2025Q4: 91,361 shares 91,361 $3.76M 0.03% -84,287 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: 10,281 shares; 2024Q4: 11,474 shares; 2025Q1: 11,473 shares; 2025Q2: 12,113 shares; 2025Q3: 12,127 shares; 2025Q4: 11,875 shares 11,875 $3.71M 0.03% -252 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: 15,799 shares; 2024Q4: 15,832 shares; 2025Q1: 15,862 shares; 2025Q2: 39,584 shares; 2025Q3: 39,662 shares; 2025Q4: 40,016 shares 40,016 $3.69M 0.03% +354 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: 3,475 shares; 2024Q4: 4,381 shares; 2025Q1: 4,399 shares; 2025Q2: 4,919 shares; 2025Q3: 10,798 shares; 2025Q4: 10,396 shares 10,396 $3.64M 0.03% -402 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,785 shares; 2024Q4: 16,829 shares; 2025Q1: 26,020 shares; 2025Q2: 7,147 shares; 2025Q3: 26,228 shares; 2025Q4: 32,557 shares 32,557 $3.59M 0.03% +6,329 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: 11,147 shares; 2024Q4: 14,773 shares; 2025Q1: 10,712 shares; 2025Q2: 11,503 shares; 2025Q3: 13,370 shares; 2025Q4: 22,337 shares 22,337 $3.58M 0.03% +8,967 Timeline ITA 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: 2,369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,578 shares 16,578 $3.56M 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,552 shares; 2024Q4: 76,552 shares; 2025Q1: 77,289 shares; 2025Q2: 76,985 shares; 2025Q3: 76,611 shares; 2025Q4: 66,588 shares 66,588 $3.55M 0.03% -10,023 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: 58,267 shares; 2024Q4: 62,647 shares; 2025Q1: 62,267 shares; 2025Q2: 64,024 shares; 2025Q3: 67,728 shares; 2025Q4: 78,534 shares 78,534 $3.55M 0.03% +10,806 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: 77,677 shares; 2024Q4: 63,235 shares; 2025Q1: 53,545 shares; 2025Q2: 34,943 shares; 2025Q3: 36,260 shares; 2025Q4: 35,309 shares 35,309 $3.53M 0.03% -951 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,833 shares; 2024Q4: 17,812 shares; 2025Q1: 17,812 shares; 2025Q2: 18,577 shares; 2025Q3: 28,642 shares; 2025Q4: 27,688 shares 27,688 $3.47M 0.03% -954 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: 5,998 shares; 2024Q4: 5,739 shares; 2025Q1: 5,281 shares; 2025Q2: 13,546 shares; 2025Q3: 12,769 shares; 2025Q4: 12,871 shares 12,871 $3.45M 0.03% +102 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 3,365 shares; 2025Q2: 4,214 shares; 2025Q3: 4,760 shares; 2025Q4: 5,101 shares 5,101 $3.44M 0.03% +341 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND 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: 60,424 shares; 2025Q2: 60,424 shares; 2025Q3: 60,424 shares; 2025Q4: 60,424 shares 60,424 $3.42M 0.03% 0 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: 104,568 shares; 2024Q4: 89,117 shares; 2025Q1: 81,372 shares; 2025Q2: 84,099 shares; 2025Q3: 76,184 shares; 2025Q4: 72,642 shares 72,642 $3.4M 0.03% -3,542 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: 8,568 shares; 2024Q4: 8,486 shares; 2025Q1: 9,955 shares; 2025Q2: 10,149 shares; 2025Q3: 10,184 shares; 2025Q4: 9,129 shares 9,129 $3.38M 0.03% -1,055 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: 8,634 shares; 2024Q4: 9,234 shares; 2025Q1: 9,441 shares; 2025Q2: 11,110 shares; 2025Q3: 10,934 shares; 2025Q4: 23,330 shares 23,330 $3.36M 0.03% +12,396 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: 12,100 shares; 2024Q4: 11,977 shares; 2025Q1: 12,017 shares; 2025Q2: 55,157 shares; 2025Q3: 12,053 shares; 2025Q4: 12,164 shares 12,164 $3.35M 0.03% +111 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: 9,284 shares; 2024Q4: 10,076 shares; 2025Q1: 9,960 shares; 2025Q2: 10,303 shares; 2025Q3: 13,050 shares; 2025Q4: 12,895 shares 12,895 $3.32M 0.03% -155 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,883 shares; 2024Q4: 23,462 shares; 2025Q1: 23,404 shares; 2025Q2: 41,467 shares; 2025Q3: 23,327 shares; 2025Q4: 17,958 shares 17,958 $3.31M 0.03% -5,369 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,267 shares; 2025Q1: 5,163 shares; 2025Q2: 5,152 shares; 2025Q3: 4,933 shares; 2025Q4: 4,894 shares 4,894 $3.31M 0.03% -39 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,940 shares; 2024Q4: 46,866 shares; 2025Q1: 46,654 shares; 2025Q2: 46,827 shares; 2025Q3: 46,972 shares; 2025Q4: 45,488 shares 45,488 $3.3M 0.02% -1,484 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: 21,430 shares; 2024Q4: 21,120 shares; 2025Q1: 20,287 shares; 2025Q2: 23,658 shares; 2025Q3: 23,658 shares; 2025Q4: 23,102 shares 23,102 $3.27M 0.02% -556 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: 35,279 shares; 2024Q4: 51,304 shares; 2025Q1: 51,304 shares; 2025Q2: 51,305 shares; 2025Q3: 54,858 shares; 2025Q4: 54,446 shares 54,446 $3.24M 0.02% -412 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: 28,477 shares; 2024Q4: 28,119 shares; 2025Q1: 27,033 shares; 2025Q2: 28,001 shares; 2025Q3: 28,008 shares; 2025Q4: 28,027 shares 28,027 $3.19M 0.02% +19 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: 65,532 shares; 2024Q4: 66,450 shares; 2025Q1: 59,596 shares; 2025Q2: 60,442 shares; 2025Q3: 60,929 shares; 2025Q4: 65,845 shares 65,845 $3.09M 0.02% +4,916 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: 5,779 shares; 2024Q4: 5,793 shares; 2025Q1: 5,779 shares; 2025Q2: 5,836 shares; 2025Q3: 7,066 shares; 2025Q4: 6,868 shares 6,868 $3.05M 0.02% -198 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: 28,515 shares; 2024Q4: 28,115 shares; 2025Q1: 39,036 shares; 2025Q2: 39,106 shares; 2025Q3: 39,044 shares; 2025Q4: 40,864 shares 40,864 $3.03M 0.02% +1,820 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: 7,305 shares; 2024Q4: 8,794 shares; 2025Q1: 8,730 shares; 2025Q2: 8,945 shares; 2025Q3: 9,113 shares; 2025Q4: 9,514 shares 9,514 $3.03M 0.02% +401 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: 18,865 shares; 2024Q4: 19,262 shares; 2025Q1: 19,699 shares; 2025Q2: 10,664 shares; 2025Q3: 20,094 shares; 2025Q4: 19,710 shares 19,710 $3.03M 0.02% -384 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,132 shares; 2024Q4: 42,810 shares; 2025Q1: 44,148 shares; 2025Q2: 43,390 shares; 2025Q3: 41,534 shares; 2025Q4: 41,119 shares 41,119 $3.02M 0.02% -415 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,196 shares; 2024Q4: 97,908 shares; 2025Q1: 29,571 shares; 2025Q2: 29,544 shares; 2025Q3: 28,849 shares; 2025Q4: 29,270 shares 29,270 $3M 0.02% +421 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,994 shares; 2024Q4: 44,468 shares; 2025Q1: 43,459 shares; 2025Q2: 43,377 shares; 2025Q3: 47,626 shares; 2025Q4: 47,423 shares 47,423 $2.96M 0.02% -203 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: 18,845 shares; 2024Q4: 34,761 shares; 2025Q1: 35,249 shares; 2025Q2: 34,548 shares; 2025Q3: 34,547 shares; 2025Q4: 42,232 shares 42,232 $2.94M 0.02% +7,685 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: 37,413 shares; 2024Q4: 34,704 shares; 2025Q1: 32,900 shares; 2025Q2: 35,277 shares; 2025Q3: 31,833 shares; 2025Q4: 32,322 shares 32,322 $2.94M 0.02% +489 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: 14,750 shares; 2024Q4: 14,845 shares; 2025Q1: 12,168 shares; 2025Q2: 13,395 shares; 2025Q3: 13,108 shares; 2025Q4: 12,142 shares 12,142 $2.93M 0.02% -966 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: 3,677 shares; 2024Q4: 5,829 shares; 2025Q1: 5,498 shares; 2025Q2: 5,674 shares; 2025Q3: 5,841 shares; 2025Q4: 6,052 shares 6,052 $2.93M 0.02% +211 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: 14,773 shares; 2024Q4: 15,393 shares; 2025Q1: 19,540 shares; 2025Q2: 19,411 shares; 2025Q3: 19,428 shares; 2025Q4: 19,377 shares 19,377 $2.89M 0.02% -51 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 6,719 shares; 2025Q1: 7,321 shares; 2025Q2: 8,775 shares; 2025Q3: 8,998 shares; 2025Q4: 9,615 shares 9,615 $2.84M 0.02% +617 Timeline VIOV 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: 167,016 shares; 2024Q4: 169,142 shares; 2025Q1: 168,599 shares; 2025Q2: 20,708 shares; 2025Q3: 25,872 shares; 2025Q4: 29,054 shares 29,054 $2.84M 0.02% +3,182 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: 25,300 shares; 2024Q4: 43,237 shares; 2025Q1: 39,985 shares; 2025Q2: 32,489 shares; 2025Q3: 36,488 shares; 2025Q4: 37,248 shares 37,248 $2.76M 0.02% +760 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: 8,757 shares; 2024Q4: 9,819 shares; 2025Q1: 11,149 shares; 2025Q2: 9,465 shares; 2025Q3: 28,634 shares; 2025Q4: 33,929 shares 33,929 $2.75M 0.02% +5,295 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: 19,943 shares; 2024Q4: 19,044 shares; 2025Q1: 23,007 shares; 2025Q2: 22,513 shares; 2025Q3: 52,981 shares; 2025Q4: 52,878 shares 52,878 $2.66M 0.02% -103 Timeline CALF PACER FDS TR More: the full row for PACER FDS 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: 69,366 shares; 2025Q4: 58,421 shares 58,421 $2.59M 0.02% -10,945 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,209 shares; 2024Q4: 24,355 shares; 2025Q1: 26,428 shares; 2025Q2: 13,710 shares; 2025Q3: 33,751 shares; 2025Q4: 32,133 shares 32,133 $2.58M 0.02% -1,618 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,832 shares; 2025Q4: 67,038 shares 67,038 $2.55M 0.02% +4,206 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: 4,413 shares; 2024Q4: 5,482 shares; 2025Q1: 4,130 shares; 2025Q2: 5,645 shares; 2025Q3: 25,040 shares; 2025Q4: 23,816 shares 23,816 $2.55M 0.02% -1,224 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: 7,028 shares; 2024Q4: 6,982 shares; 2025Q1: 6,988 shares; 2025Q2: 7,125 shares; 2025Q3: 6,589 shares; 2025Q4: 6,523 shares 6,523 $2.54M 0.02% -66 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: 5,203 shares; 2024Q4: 5,060 shares; 2025Q1: 6,754 shares; 2025Q2: 9,785 shares; 2025Q3: 7,418 shares; 2025Q4: 8,304 shares 8,304 $2.52M 0.02% +886 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: 92,220 shares; 2024Q4: 80,164 shares; 2025Q1: 74,463 shares; 2025Q2: 77,225 shares; 2025Q3: 68,042 shares; 2025Q4: 66,634 shares 66,634 $2.49M 0.02% -1,408 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: 46,824 shares; 2024Q4: 46,057 shares; 2025Q1: 46,588 shares; 2025Q2: 47,706 shares; 2025Q3: 47,725 shares; 2025Q4: 56,349 shares 56,349 $2.49M 0.02% +8,624 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: 12,147 shares; 2024Q4: 12,336 shares; 2025Q1: 13,566 shares; 2025Q2: 13,614 shares; 2025Q3: 27,228 shares; 2025Q4: 27,176 shares 27,176 $2.48M 0.02% -52 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,545 shares; 2024Q4: 62,545 shares; 2025Q1: 62,545 shares; 2025Q2: 63,271 shares; 2025Q3: 63,271 shares; 2025Q4: 63,271 shares 63,271 $2.47M 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,441 shares; 2024Q4: 15,650 shares; 2025Q1: 17,512 shares; 2025Q2: 17,821 shares; 2025Q3: 17,336 shares; 2025Q4: 18,485 shares 18,485 $2.47M 0.02% +1,149 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 4,938 shares; 2025Q1: 4,215 shares; 2025Q2: 4,904 shares; 2025Q3: 5,797 shares; 2025Q4: 5,272 shares 5,272 $2.45M 0.02% -525 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 15,616 shares; 2025Q1: 51,627 shares; 2025Q2: 42,738 shares; 2025Q3: 48,092 shares; 2025Q4: 50,946 shares 50,946 $2.45M 0.02% +2,854 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: 9,296 shares; 2024Q4: 9,932 shares; 2025Q1: 9,055 shares; 2025Q2: 10,059 shares; 2025Q3: 9,869 shares; 2025Q4: 8,964 shares 8,964 $2.37M 0.02% -905 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: 10,406 shares; 2024Q4: 11,690 shares; 2025Q1: 29,237 shares; 2025Q2: 2,753 shares; 2025Q3: 15,122 shares; 2025Q4: 13,259 shares 13,259 $2.3M 0.02% -1,863 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: 673 shares; 2024Q4: 670 shares; 2025Q1: 671 shares; 2025Q2: 646 shares; 2025Q3: 650 shares; 2025Q4: 677 shares 677 $2.3M 0.02% +27 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 9,731 shares; 2025Q1: 10,076 shares; 2025Q2: 10,173 shares; 2025Q3: 10,078 shares; 2025Q4: 9,957 shares 9,957 $2.27M 0.02% -121 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: 25,518 shares; 2024Q4: 25,919 shares; 2025Q1: 23,241 shares; 2025Q2: 22,485 shares; 2025Q3: 29,006 shares; 2025Q4: 32,568 shares 32,568 $2.26M 0.02% +3,562 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: 67,409 shares; 2024Q4: 72,078 shares; 2025Q1: 70,773 shares; 2025Q2: 91,721 shares; 2025Q3: 91,256 shares; 2025Q4: 90,232 shares 90,232 $2.24M 0.02% -1,024 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: 5,140 shares; 2024Q4: 5,312 shares; 2025Q1: 5,003 shares; 2025Q2: 5,319 shares; 2025Q3: 6,657 shares; 2025Q4: 6,310 shares 6,310 $2.22M 0.02% -347 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: 9,912 shares; 2024Q4: 14,843 shares; 2025Q1: 16,500 shares; 2025Q2: 17,676 shares; 2025Q3: 16,986 shares; 2025Q4: 14,266 shares 14,266 $2.2M 0.02% -2,720 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: 11,537 shares; 2024Q4: 11,767 shares; 2025Q1: 11,537 shares; 2025Q2: 14,668 shares; 2025Q3: 15,838 shares; 2025Q4: 15,461 shares 15,461 $2.18M 0.02% -377 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,627 shares; 2025Q4: 64,129 shares 64,129 $2.12M 0.02% +1,502 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,563 shares; 2024Q4: 20,670 shares; 2025Q1: 20,270 shares; 2025Q2: 18,226 shares; 2025Q3: 19,595 shares; 2025Q4: 22,126 shares 22,126 $2.11M 0.02% +2,531 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: 19,465 shares; 2024Q4: 27,296 shares; 2025Q1: 27,001 shares; 2025Q2: 29,623 shares; 2025Q3: 30,711 shares; 2025Q4: 36,296 shares 36,296 $2.09M 0.02% +5,585 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: 29,262 shares; 2024Q4: 32,342 shares; 2025Q1: 36,526 shares; 2025Q2: 35,806 shares; 2025Q3: 34,148 shares; 2025Q4: 37,362 shares 37,362 $2.05M 0.02% +3,214 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: 7,741 shares; 2024Q4: 7,820 shares; 2025Q1: 7,284 shares; 2025Q2: 8,142 shares; 2025Q3: 8,497 shares; 2025Q4: 9,449 shares 9,449 $2.02M 0.02% +952 Timeline GCOW PACER FDS TR More: the full row for PACER FDS 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: 43,800 shares; 2025Q4: 47,554 shares 47,554 $1.96M 0.01% +3,754 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: 6,506 shares; 2024Q4: 6,885 shares; 2025Q1: 7,109 shares; 2025Q2: 7,261 shares; 2025Q3: 7,628 shares; 2025Q4: 7,623 shares 7,623 $1.96M 0.01% -5 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,848 shares; 2025Q4: 16,082 shares 16,082 $1.96M 0.01% +234 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: 16,764 shares; 2024Q4: 15,589 shares; 2025Q1: 15,594 shares; 2025Q2: 16,014 shares; 2025Q3: 16,503 shares; 2025Q4: 49,415 shares 49,415 $1.95M 0.01% +32,912 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,856 shares; 2024Q4: 266,321 shares; 2025Q1: 265,021 shares; 2025Q2: 249,458 shares; 2025Q3: 255,975 shares; 2025Q4: 72,333 shares 72,333 $1.93M 0.01% -183,642 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: 18,937 shares; 2024Q4: 24,647 shares; 2025Q1: 32,088 shares; 2025Q2: 30,518 shares; 2025Q3: 34,596 shares; 2025Q4: 39,938 shares 39,938 $1.91M 0.01% +5,342 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: 40,482 shares; 2024Q4: 40,482 shares; 2025Q1: 41,491 shares; 2025Q2: 41,256 shares; 2025Q3: 38,542 shares; 2025Q4: 39,686 shares 39,686 $1.9M 0.01% +1,144 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: 9,122 shares; 2024Q4: 9,125 shares; 2025Q1: 9,548 shares; 2025Q2: 10,834 shares; 2025Q3: 10,619 shares; 2025Q4: 11,282 shares 11,282 $1.89M 0.01% +663 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: 6,841 shares; 2024Q4: 6,768 shares; 2025Q1: 8,809 shares; 2025Q2: 8,842 shares; 2025Q3: 11,330 shares; 2025Q4: 10,669 shares 10,669 $1.89M 0.01% -661 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: 8,575 shares; 2024Q4: 9,458 shares; 2025Q1: 10,730 shares; 2025Q2: 10,330 shares; 2025Q3: 11,812 shares; 2025Q4: 9,674 shares 9,674 $1.89M 0.01% -2,138 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: 1,488 shares; 2025Q1: 1,667 shares; 2025Q2: 1,837 shares; 2025Q3: 2,098 shares; 2025Q4: 1,749 shares 1,749 $1.87M 0.01% -349 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 2,088 shares; 2025Q1: 1,859 shares; 2025Q2: 2,226 shares; 2025Q3: 2,315 shares; 2025Q4: 11,624 shares 11,624 $1.78M 0.01% +9,309 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,198 shares; 2024Q4: 108,198 shares; 2025Q1: 106,597 shares; 2025Q2: 83,024 shares; 2025Q3: 82,092 shares; 2025Q4: 76,095 shares 76,095 $1.77M 0.01% -5,997 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: 2,568 shares; 2024Q4: 2,790 shares; 2025Q1: 2,789 shares; 2025Q2: 3,514 shares; 2025Q3: 3,588 shares; 2025Q4: 3,765 shares 3,765 $1.76M 0.01% +177 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: 4,768 shares; 2024Q4: 4,750 shares; 2025Q1: 4,813 shares; 2025Q2: 4,598 shares; 2025Q3: 4,559 shares; 2025Q4: 4,535 shares 4,535 $1.75M 0.01% -24 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: 9,820 shares; 2024Q4: 19,666 shares; 2025Q1: 30,476 shares; 2025Q2: 35,925 shares; 2025Q3: 36,957 shares; 2025Q4: 39,094 shares 39,094 $1.74M 0.01% +2,137 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: 2,353 shares; 2024Q4: 2,309 shares; 2025Q1: 2,311 shares; 2025Q2: 2,394 shares; 2025Q3: 2,488 shares; 2025Q4: 2,607 shares 2,607 $1.73M 0.01% +119 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $1.73M 0.01% new 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: 5,089 shares; 2024Q4: 4,989 shares; 2025Q1: 7,200 shares; 2025Q2: 7,157 shares; 2025Q3: 25,713 shares; 2025Q4: 8,628 shares 8,628 $1.72M 0.01% -17,085 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 8,735 shares; 2025Q1: 33,577 shares; 2025Q2: 39,513 shares; 2025Q3: 36,179 shares; 2025Q4: 35,848 shares 35,848 $1.71M 0.01% -331 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: 4,569 shares; 2024Q4: 10,360 shares; 2025Q1: 8,474 shares; 2025Q2: 7,835 shares; 2025Q3: 8,094 shares; 2025Q4: 9,300 shares 9,300 $1.71M 0.01% +1,206 Timeline HWBK HAWTHORN BANCSHARES INC More: the full row for HAWTHORN BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,144 shares; 2024Q4: 9,144 shares; 2025Q1: 50,632 shares; 2025Q2: 49,410 shares; 2025Q3: 49,628 shares; 2025Q4: 48,537 shares 48,537 $1.69M 0.01% -1,091 Timeline IVOV 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: 12,167 shares; 2024Q4: 12,087 shares; 2025Q1: 12,087 shares; 2025Q2: 5,732 shares; 2025Q3: 11,652 shares; 2025Q4: 16,446 shares 16,446 $1.66M 0.01% +4,794 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: 38,314 shares; 2024Q4: 42,749 shares; 2025Q1: 45,236 shares; 2025Q2: 43,369 shares; 2025Q3: 36,453 shares; 2025Q4: 30,554 shares 30,554 $1.65M 0.01% -5,899 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 3,557 shares; 2025Q1: 3,479 shares; 2025Q2: 3,676 shares; 2025Q3: 3,677 shares; 2025Q4: 3,494 shares 3,494 $1.63M 0.01% -183 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 6,448 shares; 2025Q1: 6,448 shares; 2025Q2: 6,789 shares; 2025Q3: 6,788 shares; 2025Q4: 6,820 shares 6,820 $1.63M 0.01% +32 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: 7,008 shares; 2024Q4: 8,226 shares; 2025Q1: 9,918 shares; 2025Q2: 9,590 shares; 2025Q3: 10,392 shares; 2025Q4: 13,919 shares 13,919 $1.62M 0.01% +3,527 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,669 shares; 2024Q4: 12,653 shares; 2025Q1: 3,677 shares; 2025Q2: 7,173 shares; 2025Q3: 6,132 shares; 2025Q4: 7,953 shares 7,953 $1.62M 0.01% +1,821 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,384 shares; 2024Q4: 41,384 shares; 2025Q1: 43,018 shares; 2025Q2: 81,842 shares; 2025Q3: 79,492 shares; 2025Q4: 67,866 shares 67,866 $1.61M 0.01% -11,626 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 5,815 shares; 2025Q1: 5,191 shares; 2025Q2: 5,368 shares; 2025Q3: 6,215 shares; 2025Q4: 5,857 shares 5,857 $1.59M 0.01% -358 Timeline LAW CS DISCO INC More: the full row for CS DISCO 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: 226,011 shares; 2025Q3: 203,886 shares; 2025Q4: 203,886 shares 203,886 $1.58M 0.01% 0 Timeline SMH 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: not reported; 2024Q4: 3,394 shares; 2025Q1: 3,811 shares; 2025Q2: 4,167 shares; 2025Q3: 4,163 shares; 2025Q4: 4,294 shares 4,294 $1.55M 0.01% +131 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,629 shares; 2024Q4: 77,629 shares; 2025Q1: 81,930 shares; 2025Q2: 76,930 shares; 2025Q3: 51,930 shares; 2025Q4: 28,160 shares 28,160 $1.54M 0.01% -23,770 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: 9,813 shares; 2024Q4: 10,523 shares; 2025Q1: 10,509 shares; 2025Q2: 10,164 shares; 2025Q3: 8,548 shares; 2025Q4: 9,754 shares 9,754 $1.51M 0.01% +1,206 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,005 shares; 2025Q1: 2,986 shares; 2025Q2: 6,604 shares; 2025Q3: 5,842 shares; 2025Q4: 5,840 shares 5,840 $1.51M 0.01% -2 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 5,741 shares; 2025Q1: 6,184 shares; 2025Q2: 6,692 shares; 2025Q3: 5,904 shares; 2025Q4: 12,622 shares 12,622 $1.51M 0.01% +6,718 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,064 shares; 2024Q4: 39,064 shares; 2025Q1: 36,999 shares; 2025Q2: 36,999 shares; 2025Q3: 36,269 shares; 2025Q4: 36,268 shares 36,268 $1.51M 0.01% -1 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: 4,087 shares; 2024Q4: 4,002 shares; 2025Q1: 3,905 shares; 2025Q2: 6,904 shares; 2025Q3: 8,083 shares; 2025Q4: 9,291 shares 9,291 $1.5M 0.01% +1,208 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,638 shares; 2024Q4: 7,561 shares; 2025Q1: 7,315 shares; 2025Q2: 7,370 shares; 2025Q3: 7,321 shares; 2025Q4: 7,014 shares 7,014 $1.48M 0.01% -307 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: 36,534 shares; 2024Q4: 39,367 shares; 2025Q1: 38,119 shares; 2025Q2: 41,549 shares; 2025Q3: 40,617 shares; 2025Q4: 27,299 shares 27,299 $1.47M 0.01% -13,318 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 1,041 shares; 2025Q1: 1,045 shares; 2025Q2: 1,051 shares; 2025Q3: 1,210 shares; 2025Q4: 1,205 shares 1,205 $1.46M 0.01% -5 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,079 shares; 2024Q4: 38,268 shares; 2025Q1: 36,973 shares; 2025Q2: 34,921 shares; 2025Q3: 25,608 shares; 2025Q4: 25,710 shares 25,710 $1.46M 0.01% +102 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: 36,960 shares; 2024Q4: 36,984 shares; 2025Q1: 30,817 shares; 2025Q2: 30,583 shares; 2025Q3: 30,639 shares; 2025Q4: 31,107 shares 31,107 $1.43M 0.01% +468 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,774 shares; 2024Q4: 54,205 shares; 2025Q1: 54,205 shares; 2025Q2: 22,458 shares; 2025Q3: 21,180 shares; 2025Q4: 21,057 shares 21,057 $1.41M 0.01% -123 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 1,020 shares; 2025Q1: 1,137 shares; 2025Q2: 1,175 shares; 2025Q3: 1,367 shares; 2025Q4: 1,315 shares 1,315 $1.41M 0.01% -52 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: 5,451 shares; 2024Q4: 5,892 shares; 2025Q1: 5,622 shares; 2025Q2: 6,244 shares; 2025Q3: 6,460 shares; 2025Q4: 6,273 shares 6,273 $1.38M 0.01% -187 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,661 shares; 2024Q4: 47,661 shares; 2025Q1: 47,661 shares; 2025Q2: 47,661 shares; 2025Q3: 47,661 shares; 2025Q4: 49,339 shares 49,339 $1.37M 0.01% +1,678 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 1,996 shares; 2025Q1: 2,059 shares; 2025Q2: 2,138 shares; 2025Q3: 3,568 shares; 2025Q4: 3,498 shares 3,498 $1.36M 0.01% -70 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,100 shares; 2025Q1: 14,821 shares; 2025Q2: 21,937 shares; 2025Q3: 29,965 shares; 2025Q4: 17,773 shares 17,773 $1.35M 0.01% -12,192 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,214 shares; 2025Q1: 2,050 shares; 2025Q2: 3,096 shares; 2025Q3: 4,253 shares; 2025Q4: 6,761 shares 6,761 $1.34M 0.01% +2,508 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,678 shares; 2024Q4: 25,678 shares; 2025Q1: 25,506 shares; 2025Q2: 25,544 shares; 2025Q3: 25,506 shares; 2025Q4: 25,577 shares 25,577 $1.34M 0.01% +71 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 7,699 shares; 2025Q1: 7,657 shares; 2025Q2: 7,683 shares; 2025Q3: 7,750 shares; 2025Q4: 7,604 shares 7,604 $1.34M 0.01% -146 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: 11,381 shares; 2024Q4: 11,690 shares; 2025Q1: 11,641 shares; 2025Q2: 12,267 shares; 2025Q3: 11,493 shares; 2025Q4: 10,217 shares 10,217 $1.32M 0.01% -1,276 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,730 shares; 2024Q4: 22,018 shares; 2025Q1: 22,140 shares; 2025Q2: 21,401 shares; 2025Q3: 21,422 shares; 2025Q4: 19,070 shares 19,070 $1.3M 0.01% -2,352 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,495 shares; 2024Q4: 8,063 shares; 2025Q1: 8,379 shares; 2025Q2: 9,199 shares; 2025Q3: 9,073 shares; 2025Q4: 8,412 shares 8,412 $1.3M 0.01% -661 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: 48,059 shares; 2024Q4: 45,493 shares; 2025Q1: 36,451 shares; 2025Q2: 37,862 shares; 2025Q3: 35,322 shares; 2025Q4: 35,214 shares 35,214 $1.3M 0.01% -108 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: 1,756 shares; 2024Q4: 1,757 shares; 2025Q1: 1,443 shares; 2025Q2: 1,428 shares; 2025Q3: 1,936 shares; 2025Q4: 2,292 shares 2,292 $1.3M 0.01% +356 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,180 shares; 2024Q4: 34,815 shares; 2025Q1: 34,806 shares; 2025Q2: 35,271 shares; 2025Q3: 36,431 shares; 2025Q4: 33,842 shares 33,842 $1.3M 0.01% -2,589 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: 17,625 shares; 2024Q4: 15,459 shares; 2025Q1: 13,803 shares; 2025Q2: 19,208 shares; 2025Q3: 13,345 shares; 2025Q4: 13,146 shares 13,146 $1.28M 0.01% -199 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: 10,691 shares; 2024Q4: 10,738 shares; 2025Q1: 11,295 shares; 2025Q2: 11,095 shares; 2025Q3: 9,025 shares; 2025Q4: 10,197 shares 10,197 $1.25M 0.01% +1,172 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 11,334 shares; 2025Q3: 16,290 shares; 2025Q4: 17,702 shares 17,702 $1.23M 0.01% +1,412 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: 14,090 shares; 2024Q4: 15,359 shares; 2025Q1: 15,291 shares; 2025Q2: 15,424 shares; 2025Q3: 15,392 shares; 2025Q4: 15,506 shares 15,506 $1.23M 0.01% +114 Timeline QLTI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,891 shares 45,891 $1.22M 0.01% new Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,814 shares; 2024Q4: 63,111 shares; 2025Q1: 62,814 shares; 2025Q2: 63,508 shares; 2025Q3: 63,508 shares; 2025Q4: 65,666 shares 65,666 $1.22M 0.01% +2,158 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,412 shares; 2025Q1: 61,308 shares; 2025Q2: 39,137 shares; 2025Q3: 39,137 shares; 2025Q4: 39,137 shares 39,137 $1.22M 0.01% 0 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: not reported; 2024Q4: 7,952 shares; 2025Q1: 8,948 shares; 2025Q2: 9,955 shares; 2025Q3: 10,313 shares; 2025Q4: 18,847 shares 18,847 $1.21M 0.01% +8,534 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,756 shares; 2025Q1: 5,721 shares; 2025Q2: 5,823 shares; 2025Q3: 6,241 shares; 2025Q4: 5,889 shares 5,889 $1.21M 0.01% -352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,799 shares 35,799 $1.2M 0.01% new 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: 9,632 shares; 2024Q4: 10,461 shares; 2025Q1: 12,860 shares; 2025Q2: 13,645 shares; 2025Q3: 11,167 shares; 2025Q4: 14,623 shares 14,623 $1.19M 0.01% +3,456 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,482 shares; 2025Q1: 4,550 shares; 2025Q2: 4,434 shares; 2025Q3: 4,422 shares; 2025Q4: 4,082 shares 4,082 $1.18M 0.01% -340 Timeline NOBL 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: 8,028 shares; 2024Q4: 8,030 shares; 2025Q1: 8,038 shares; 2025Q2: 8,178 shares; 2025Q3: 10,894 shares; 2025Q4: 11,124 shares 11,124 $1.16M 0.01% +230 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: 4,039 shares; 2024Q4: 3,992 shares; 2025Q1: not reported; 2025Q2: 2,616 shares; 2025Q3: 4,255 shares; 2025Q4: 4,043 shares 4,043 $1.15M 0.01% -212 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: 909 shares; 2024Q4: 1,685 shares; 2025Q1: 1,651 shares; 2025Q2: 1,951 shares; 2025Q3: 1,972 shares; 2025Q4: 2,007 shares 2,007 $1.14M 0.01% +35 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: 9,164 shares; 2024Q4: 9,190 shares; 2025Q1: 9,174 shares; 2025Q2: 8,956 shares; 2025Q3: 9,164 shares; 2025Q4: 9,033 shares 9,033 $1.14M 0.01% -131 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: 7,914 shares; 2024Q4: 7,765 shares; 2025Q1: 5,432 shares; 2025Q2: 2,848 shares; 2025Q3: 5,319 shares; 2025Q4: 4,998 shares 4,998 $1.14M 0.01% -321 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: 10,527 shares; 2024Q4: 14,370 shares; 2025Q1: 15,870 shares; 2025Q2: 15,870 shares; 2025Q3: 17,659 shares; 2025Q4: 17,490 shares 17,490 $1.14M 0.01% -169 Timeline IDEV 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: 10,796 shares; 2024Q4: 10,842 shares; 2025Q1: 10,440 shares; 2025Q2: 13,879 shares; 2025Q3: 13,879 shares; 2025Q4: 13,689 shares 13,689 $1.13M 0.01% -190 Timeline GSLC 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: 4,231 shares; 2024Q4: 3,509 shares; 2025Q1: 6,449 shares; 2025Q2: 6,449 shares; 2025Q3: 8,878 shares; 2025Q4: 8,415 shares 8,415 $1.11M 0.01% -463 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,688 shares; 2024Q4: 10,876 shares; 2025Q1: 11,880 shares; 2025Q2: 14,112 shares; 2025Q3: 12,410 shares; 2025Q4: 13,035 shares 13,035 $1.11M 0.01% +625 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: 10,233 shares; 2024Q4: 12,175 shares; 2025Q1: 12,066 shares; 2025Q2: 13,429 shares; 2025Q3: 12,568 shares; 2025Q4: 11,752 shares 11,752 $1.1M 0.01% -816 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 3,498 shares; 2025Q1: 5,030 shares; 2025Q2: 5,046 shares; 2025Q3: 7,808 shares; 2025Q4: 7,959 shares 7,959 $1.1M 0.01% +151 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,213 shares; 2024Q4: 21,213 shares; 2025Q1: 21,273 shares; 2025Q2: 21,395 shares; 2025Q3: 21,416 shares; 2025Q4: 21,097 shares 21,097 $1.09M 0.01% -319 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: 2,521 shares; 2024Q4: 2,361 shares; 2025Q1: 2,573 shares; 2025Q2: 4,193 shares; 2025Q3: 4,173 shares; 2025Q4: 4,464 shares 4,464 $1.08M 0.01% +291 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: 5,535 shares; 2025Q2: 5,866 shares; 2025Q3: 12,530 shares; 2025Q4: 18,787 shares 18,787 $1.08M 0.01% +6,257 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: 127 shares; 2024Q4: 143 shares; 2025Q1: 172 shares; 2025Q2: 179 shares; 2025Q3: 174 shares; 2025Q4: 197 shares 197 $1.06M 0.01% +23 Timeline TCV EA SER TR TOWLE VALUE ETF More: the full row for EA SER TR TOWLE VALUE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,338 shares; 2025Q4: 40,517 shares 40,517 $1.05M 0.01% -3,821 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: 6,564 shares; 2024Q4: 6,042 shares; 2025Q1: 6,419 shares; 2025Q2: 9,101 shares; 2025Q3: 9,217 shares; 2025Q4: 10,182 shares 10,182 $1.04M 0.01% +965 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: 9,107 shares; 2024Q4: 8,807 shares; 2025Q1: 9,314 shares; 2025Q2: 8,812 shares; 2025Q3: 21,903 shares; 2025Q4: 22,314 shares 22,314 $1.04M 0.01% +411 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: 14,665 shares; 2024Q4: 15,561 shares; 2025Q1: 14,859 shares; 2025Q2: 14,258 shares; 2025Q3: 13,960 shares; 2025Q4: 12,974 shares 12,974 $1.03M 0.01% -986 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,765 shares; 2025Q1: 5,801 shares; 2025Q2: 6,150 shares; 2025Q3: 6,117 shares; 2025Q4: 6,267 shares 6,267 $1.02M 0.01% +150 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: 7,106 shares; 2024Q4: 8,171 shares; 2025Q1: 10,331 shares; 2025Q2: 12,640 shares; 2025Q3: 12,607 shares; 2025Q4: 11,608 shares 11,608 $1.02M 0.01% -999 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: 8,011 shares; 2024Q4: 8,567 shares; 2025Q1: 9,249 shares; 2025Q2: 7,482 shares; 2025Q3: 7,277 shares; 2025Q4: 7,280 shares 7,280 $1.01M 0.01% +3 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: not reported; 2024Q4: 1,133 shares; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 4,165 shares; 2025Q4: 4,010 shares 4,010 $1.01M 0.01% -155 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: 12,968 shares; 2024Q4: 13,120 shares; 2025Q1: 13,682 shares; 2025Q2: 14,156 shares; 2025Q3: 13,586 shares; 2025Q4: 12,042 shares 12,042 $1.01M 0.01% -1,544 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,729 shares; 2024Q4: 9,850 shares; 2025Q1: 11,055 shares; 2025Q2: 10,871 shares; 2025Q3: 10,413 shares; 2025Q4: 10,555 shares 10,555 $1.01M 0.01% +142 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: 6,073 shares; 2024Q4: 6,454 shares; 2025Q1: 6,384 shares; 2025Q2: 7,240 shares; 2025Q3: 8,162 shares; 2025Q4: 8,601 shares 8,601 $1.01M 0.01% +439 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: 39,602 shares; 2024Q4: 38,544 shares; 2025Q1: 33,850 shares; 2025Q2: 33,806 shares; 2025Q3: 33,697 shares; 2025Q4: 27,709 shares 27,709 $1M 0.01% -5,988 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: not reported; 2024Q4: 7,686 shares; 2025Q1: 18,281 shares; 2025Q2: 22,216 shares; 2025Q3: 24,480 shares; 2025Q4: 17,527 shares 17,527 $996K 0.01% -6,953 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 29,054 shares 29,054 $995K 0.01% new 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: 17,112 shares; 2024Q4: 17,148 shares; 2025Q1: 17,571 shares; 2025Q2: 17,439 shares; 2025Q3: 16,134 shares; 2025Q4: 15,564 shares 15,564 $992K 0.01% -570 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: 2,809 shares; 2024Q4: 2,644 shares; 2025Q1: 2,651 shares; 2025Q2: 7,749 shares; 2025Q3: 8,014 shares; 2025Q4: 8,136 shares 8,136 $984K 0.01% +122 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,544 shares; 2024Q4: 14,214 shares; 2025Q1: 14,530 shares; 2025Q2: 12,424 shares; 2025Q3: 16,194 shares; 2025Q4: 11,390 shares 11,390 $971K 0.01% -4,804 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,935 shares 5,935 $969K 0.01% new 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: 5,804 shares; 2024Q4: 5,859 shares; 2025Q1: 6,042 shares; 2025Q2: 6,923 shares; 2025Q3: 6,617 shares; 2025Q4: 8,347 shares 8,347 $969K 0.01% +1,730 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,440 shares 14,440 $961K 0.01% new Timeline VTWO 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: 3,402 shares; 2024Q4: 7,074 shares; 2025Q1: 6,988 shares; 2025Q2: 9,116 shares; 2025Q3: 9,273 shares; 2025Q4: 9,505 shares 9,505 $946K 0.01% +232 Timeline TG TREDEGAR CORP More: the full row for TREDEGAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,461 shares; 2024Q4: 26,461 shares; 2025Q1: 26,461 shares; 2025Q2: 26,461 shares; 2025Q3: 26,461 shares; 2025Q4: 129,869 shares 129,869 $932K 0.01% +103,408 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: not reported; 2025Q1: 2,814 shares; 2025Q2: 4,039 shares; 2025Q3: 3,381 shares; 2025Q4: 3,363 shares 3,363 $926K 0.01% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,203 shares 9,203 $924K 0.01% new 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: 1,087 shares; 2024Q4: 1,778 shares; 2025Q1: 1,716 shares; 2025Q2: 1,870 shares; 2025Q3: 1,823 shares; 2025Q4: 1,883 shares 1,883 $924K 0.01% +60 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 5,501 shares; 2025Q1: 5,165 shares; 2025Q2: 5,194 shares; 2025Q3: 5,206 shares; 2025Q4: 5,267 shares 5,267 $917K 0.01% +61 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,155 shares; 2025Q3: 4,211 shares; 2025Q4: 4,273 shares 4,273 $915K 0.01% +62 Timeline SOXX 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: 3,228 shares; 2024Q4: 2,945 shares; 2025Q1: 2,912 shares; 2025Q2: 2,982 shares; 2025Q3: 2,941 shares; 2025Q4: 3,032 shares 3,032 $913K 0.01% +91 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,420 shares; 2024Q4: 26,923 shares; 2025Q1: 26,923 shares; 2025Q2: 26,923 shares; 2025Q3: 26,923 shares; 2025Q4: 26,933 shares 26,933 $907K 0.01% +10 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: 933 shares; 2024Q4: 1,107 shares; 2025Q1: 1,019 shares; 2025Q2: 1,425 shares; 2025Q3: 1,021 shares; 2025Q4: 1,085 shares 1,085 $890K 0.01% +64 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,864 shares; 2024Q4: 13,866 shares; 2025Q1: 13,867 shares; 2025Q2: 12,583 shares; 2025Q3: 13,655 shares; 2025Q4: 13,588 shares 13,588 $885K 0.01% -67 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,987 shares; 2024Q4: 10,963 shares; 2025Q1: 11,048 shares; 2025Q2: 10,958 shares; 2025Q3: 10,222 shares; 2025Q4: 9,333 shares 9,333 $879K 0.01% -889 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,402 shares; 2025Q1: 2,369 shares; 2025Q2: 2,517 shares; 2025Q3: 2,517 shares; 2025Q4: 2,048 shares 2,048 $873K 0.01% -469 Timeline ITM 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: 5,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,864 shares; 2025Q4: 18,496 shares 18,496 $872K 0.01% +1,632 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,908 shares; 2025Q1: 5,175 shares; 2025Q2: 6,071 shares; 2025Q3: 6,064 shares; 2025Q4: 5,978 shares 5,978 $861K 0.01% -86 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: 12,073 shares; 2024Q4: 15,338 shares; 2025Q1: 12,303 shares; 2025Q2: 16,514 shares; 2025Q3: 16,441 shares; 2025Q4: 16,187 shares 16,187 $855K 0.01% -254 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,117 shares; 2024Q4: 7,723 shares; 2025Q1: 8,034 shares; 2025Q2: 7,743 shares; 2025Q3: 8,155 shares; 2025Q4: 8,429 shares 8,429 $850K 0.01% +274 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES 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: 166,041 shares; 2025Q4: 166,041 shares 166,041 $850K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,430 shares; 2025Q1: 2,418 shares; 2025Q2: 2,481 shares; 2025Q3: 2,705 shares; 2025Q4: 2,389 shares 2,389 $843K 0.01% -316 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: 3,555 shares; 2024Q4: 3,441 shares; 2025Q1: 3,442 shares; 2025Q2: 3,443 shares; 2025Q3: 3,534 shares; 2025Q4: 3,536 shares 3,536 $834K 0.01% +2 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,249 shares; 2025Q1: 8,938 shares; 2025Q2: 8,938 shares; 2025Q3: 8,646 shares; 2025Q4: 8,618 shares 8,618 $834K 0.01% -28 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 3,192 shares; 2025Q1: 2,767 shares; 2025Q2: 2,688 shares; 2025Q3: 9,276 shares; 2025Q4: 9,276 shares 9,276 $830K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,103 shares; 2025Q1: 3,397 shares; 2025Q2: 2,689 shares; 2025Q3: 2,633 shares; 2025Q4: 2,638 shares 2,638 $824K 0.01% +5 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,804 shares; 2025Q1: 3,808 shares; 2025Q2: 3,037 shares; 2025Q3: 3,201 shares; 2025Q4: 3,177 shares 3,177 $824K 0.01% -24 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: 22,635 shares; 2024Q4: 22,638 shares; 2025Q1: 20,750 shares; 2025Q2: 20,112 shares; 2025Q3: 19,975 shares; 2025Q4: 20,411 shares 20,411 $824K 0.01% +436 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: 2,871 shares; 2024Q4: 3,207 shares; 2025Q1: 2,946 shares; 2025Q2: 3,164 shares; 2025Q3: 2,809 shares; 2025Q4: 2,832 shares 2,832 $818K 0.01% +23 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: 8,717 shares; 2024Q4: 10,147 shares; 2025Q1: 10,204 shares; 2025Q2: 11,928 shares; 2025Q3: 12,487 shares; 2025Q4: 12,093 shares 12,093 $811K 0.01% -394 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,119 shares; 2025Q1: 5,254 shares; 2025Q2: 5,424 shares; 2025Q3: 5,707 shares; 2025Q4: 4,105 shares 4,105 $809K 0.01% -1,602 Timeline ACWV 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: 6,739 shares; 2024Q4: 6,526 shares; 2025Q1: 6,641 shares; 2025Q2: 6,707 shares; 2025Q3: 6,707 shares; 2025Q4: 6,779 shares 6,779 $805K 0.01% +72 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: 6,193 shares; 2024Q4: 6,245 shares; 2025Q1: 6,426 shares; 2025Q2: 6,840 shares; 2025Q3: 8,141 shares; 2025Q4: 8,561 shares 8,561 $804K 0.01% +420 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 941 shares; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 2,302 shares; 2025Q4: 2,274 shares 2,274 $803K 0.01% -28 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $792K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW 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: 21,638 shares; 2025Q3: 32,745 shares; 2025Q4: 29,156 shares 29,156 $790K 0.01% -3,589 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,291 shares; 2025Q1: 1,373 shares; 2025Q2: 1,554 shares; 2025Q3: 1,682 shares; 2025Q4: 1,674 shares 1,674 $786K 0.01% -8 Timeline GRID 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,116 shares 5,116 $783K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 9,463 shares; 2025Q1: 9,782 shares; 2025Q2: 9,391 shares; 2025Q3: 10,787 shares; 2025Q4: 8,850 shares 8,850 $781K 0.01% -1,937 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: 5,158 shares; 2024Q4: 5,282 shares; 2025Q1: 4,445 shares; 2025Q2: 4,343 shares; 2025Q3: 4,436 shares; 2025Q4: 4,841 shares 4,841 $775K 0.01% +405 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,978 shares; 2025Q2: 10,704 shares; 2025Q3: 11,034 shares; 2025Q4: 12,225 shares 12,225 $772K 0.01% +1,191 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: 14,161 shares; 2024Q4: 12,657 shares; 2025Q1: 12,664 shares; 2025Q2: 12,649 shares; 2025Q3: 13,371 shares; 2025Q4: 13,585 shares 13,585 $763K 0.01% +214 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,117 shares; 2025Q3: 9,758 shares; 2025Q4: 28,048 shares 28,048 $763K 0.01% +18,290 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: not reported; 2024Q4: not reported; 2025Q1: 4,123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,764 shares 15,764 $762K 0.01% new 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: 2,854 shares; 2024Q4: 2,645 shares; 2025Q1: 2,125 shares; 2025Q2: 2,342 shares; 2025Q3: 2,909 shares; 2025Q4: 2,240 shares 2,240 $754K 0.01% -669 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: 33,458 shares; 2024Q4: 30,359 shares; 2025Q1: 31,650 shares; 2025Q2: 30,159 shares; 2025Q3: 31,682 shares; 2025Q4: 26,826 shares 26,826 $751K 0.01% -4,856 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: 4,085 shares; 2024Q4: 4,051 shares; 2025Q1: 3,902 shares; 2025Q2: 4,501 shares; 2025Q3: 4,602 shares; 2025Q4: 4,441 shares 4,441 $750K 0.01% -161 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,347 shares; 2024Q4: 41,347 shares; 2025Q1: 41,535 shares; 2025Q2: 41,535 shares; 2025Q3: 41,535 shares; 2025Q4: 44,964 shares 44,964 $749K 0.01% +3,429 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,615 shares; 2025Q4: 7,770 shares 7,770 $748K 0.01% -1,845 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 3,086 shares; 2025Q1: 2,887 shares; 2025Q2: 2,518 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares 2,506 $748K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 2,808 shares; 2025Q1: 2,773 shares; 2025Q2: 2,929 shares; 2025Q3: 2,576 shares; 2025Q4: 2,599 shares 2,599 $747K 0.01% +23 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: 2,544 shares; 2024Q4: 5,238 shares; 2025Q1: 4,640 shares; 2025Q2: 3,814 shares; 2025Q3: 3,835 shares; 2025Q4: 5,180 shares 5,180 $742K 0.01% +1,345 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,146 shares; 2025Q1: 7,550 shares; 2025Q2: 8,101 shares; 2025Q3: 8,863 shares; 2025Q4: 9,056 shares 9,056 $736K 0.01% +193 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: 2,710 shares; 2024Q4: 2,673 shares; 2025Q1: 2,789 shares; 2025Q2: 4,052 shares; 2025Q3: 3,203 shares; 2025Q4: 4,671 shares 4,671 $725K 0.01% +1,468 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,122 shares; 2025Q1: 2,951 shares; 2025Q2: 3,109 shares; 2025Q3: 3,174 shares; 2025Q4: 3,188 shares 3,188 $721K 0.01% +14 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,568 shares; 2024Q4: 7,147 shares; 2025Q1: 8,273 shares; 2025Q2: 8,312 shares; 2025Q3: 9,482 shares; 2025Q4: 8,578 shares 8,578 $719K 0.01% -904 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,453 shares; 2025Q1: 1,504 shares; 2025Q2: 1,554 shares; 2025Q3: 1,637 shares; 2025Q4: 1,612 shares 1,612 $718K 0.01% -25 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,752 shares; 2025Q1: 3,029 shares; 2025Q2: 2,756 shares; 2025Q3: 2,670 shares; 2025Q4: 2,566 shares 2,566 $716K 0.01% -104 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 8,624 shares; 2025Q1: 8,639 shares; 2025Q2: 8,639 shares; 2025Q3: 8,177 shares; 2025Q4: 7,849 shares 7,849 $711K 0.01% -328 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: 26,316 shares; 2024Q4: 26,752 shares; 2025Q1: 22,531 shares; 2025Q2: 20,062 shares; 2025Q3: 20,099 shares; 2025Q4: 21,679 shares 21,679 $710K 0.01% +1,580 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: 3,461 shares; 2024Q4: 4,953 shares; 2025Q1: 4,670 shares; 2025Q2: 5,197 shares; 2025Q3: 5,927 shares; 2025Q4: 5,627 shares 5,627 $708K 0.01% -300 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 4,201 shares; 2025Q1: 5,632 shares; 2025Q2: 5,636 shares; 2025Q3: 7,868 shares; 2025Q4: 6,619 shares 6,619 $695K 0.01% -1,249 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 706 shares; 2025Q1: 688 shares; 2025Q2: 743 shares; 2025Q3: 831 shares; 2025Q4: 767 shares 767 $695K 0.01% -64 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: 3,865 shares; 2024Q4: 4,732 shares; 2025Q1: 4,593 shares; 2025Q2: 4,643 shares; 2025Q3: 4,610 shares; 2025Q4: 4,591 shares 4,591 $694K 0.01% -19 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,302 shares; 2025Q4: 15,580 shares 15,580 $693K 0.01% +278 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 295 shares; 2025Q1: 264 shares; 2025Q2: 246 shares; 2025Q3: 299 shares; 2025Q4: 338 shares 338 $681K 0.01% +39 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: 16,296 shares; 2024Q4: 16,919 shares; 2025Q1: 18,104 shares; 2025Q2: 12,967 shares; 2025Q3: 12,269 shares; 2025Q4: 11,644 shares 11,644 $680K 0.01% -625 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: 6,507 shares; 2024Q4: 7,153 shares; 2025Q1: 6,558 shares; 2025Q2: 7,587 shares; 2025Q3: 8,689 shares; 2025Q4: 7,793 shares 7,793 $680K 0.01% -896 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,055 shares; 2025Q4: 6,668 shares 6,668 $678K 0.01% -1,387 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,250 shares; 2025Q4: 15,927 shares 15,927 $678K 0.01% -323 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: 2,775 shares; 2024Q4: 2,621 shares; 2025Q1: 2,396 shares; 2025Q2: 2,152 shares; 2025Q3: 2,293 shares; 2025Q4: 2,327 shares 2,327 $670K 0.01% +34 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 4,802 shares; 2025Q3: 4,804 shares; 2025Q4: 4,325 shares 4,325 $663K 0.01% -479 Timeline MOAT 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: 5,413 shares; 2024Q4: 5,749 shares; 2025Q1: 4,540 shares; 2025Q2: 4,480 shares; 2025Q3: 5,865 shares; 2025Q4: 6,383 shares 6,383 $661K 0.01% +518 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: 9,897 shares; 2024Q4: 11,057 shares; 2025Q1: 8,524 shares; 2025Q2: 10,158 shares; 2025Q3: 9,483 shares; 2025Q4: 8,248 shares 8,248 $655K <0.01% -1,235 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,002 shares; 2025Q1: 3,858 shares; 2025Q2: 4,062 shares; 2025Q3: 4,080 shares; 2025Q4: 4,102 shares 4,102 $654K <0.01% +22 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: 4,409 shares; 2024Q4: 3,658 shares; 2025Q1: 3,948 shares; 2025Q2: 3,927 shares; 2025Q3: 3,772 shares; 2025Q4: 3,955 shares 3,955 $641K <0.01% +183 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 4,096 shares; 2025Q2: 5,823 shares; 2025Q3: 4,935 shares; 2025Q4: 5,436 shares 5,436 $640K <0.01% +501 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,039 shares; 2025Q1: 1,987 shares; 2025Q2: 1,985 shares; 2025Q3: 1,990 shares; 2025Q4: 1,997 shares 1,997 $639K <0.01% +7 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,006 shares; 2025Q1: 16,872 shares; 2025Q2: 16,872 shares; 2025Q3: 17,124 shares; 2025Q4: 19,124 shares 19,124 $631K <0.01% +2,000 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,271 shares; 2025Q4: 27,878 shares 27,878 $625K <0.01% +4,607 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: 5,100 shares; 2024Q4: 5,956 shares; 2025Q1: 7,607 shares; 2025Q2: 6,843 shares; 2025Q3: 6,942 shares; 2025Q4: 13,868 shares 13,868 $620K <0.01% +6,926 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 3,010 shares; 2025Q3: 7,325 shares; 2025Q4: 6,888 shares 6,888 $617K <0.01% -437 Timeline IAT 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: 11,347 shares; 2024Q4: 11,184 shares; 2025Q1: 11,143 shares; 2025Q2: 11,256 shares; 2025Q3: 11,403 shares; 2025Q4: 11,156 shares 11,156 $615K <0.01% -247 Timeline PKW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,971 shares; 2025Q4: 4,576 shares 4,576 $615K <0.01% -395 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,987 shares; 2025Q1: 4,092 shares; 2025Q2: 3,987 shares; 2025Q3: 3,987 shares; 2025Q4: 6,111 shares 6,111 $613K <0.01% +2,124 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 705 shares; 2025Q1: 706 shares; 2025Q2: 2,256 shares; 2025Q3: 707 shares; 2025Q4: 2,127 shares 2,127 $611K <0.01% +1,420 Timeline VTWV 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: 3,936 shares; 2024Q4: 3,766 shares; 2025Q1: 3,772 shares; 2025Q2: 3,779 shares; 2025Q3: 3,789 shares; 2025Q4: 3,798 shares 3,798 $607K <0.01% +9 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: 5,673 shares; 2024Q4: 6,586 shares; 2025Q1: 5,412 shares; 2025Q2: 7,860 shares; 2025Q3: 7,057 shares; 2025Q4: 6,935 shares 6,935 $606K <0.01% -122 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: 1,718 shares; 2024Q4: 1,770 shares; 2025Q1: 1,579 shares; 2025Q2: 1,981 shares; 2025Q3: 1,885 shares; 2025Q4: 2,086 shares 2,086 $605K <0.01% +201 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: 6,754 shares; 2024Q4: 7,730 shares; 2025Q1: 6,633 shares; 2025Q2: 5,864 shares; 2025Q3: 6,006 shares; 2025Q4: 14,166 shares 14,166 $605K <0.01% +8,160 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,781 shares; 2025Q1: 2,782 shares; 2025Q2: 3,099 shares; 2025Q3: 3,120 shares; 2025Q4: 3,106 shares 3,106 $594K <0.01% -14 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: 1,290 shares; 2024Q4: 1,173 shares; 2025Q1: 1,199 shares; 2025Q2: 1,323 shares; 2025Q3: 1,355 shares; 2025Q4: 1,137 shares 1,137 $594K <0.01% -218 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,706 shares; 2025Q4: 4,676 shares 4,676 $592K <0.01% -30 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 2,976 shares; 2025Q1: 3,386 shares; 2025Q2: 3,655 shares; 2025Q3: 3,769 shares; 2025Q4: 3,658 shares 3,658 $590K <0.01% -111 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 11,373 shares; 2025Q1: 11,928 shares; 2025Q2: 10,932 shares; 2025Q3: 11,341 shares; 2025Q4: 11,743 shares 11,743 $587K <0.01% +402 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: 13,237 shares; 2024Q4: 12,127 shares; 2025Q1: 14,460 shares; 2025Q2: 15,325 shares; 2025Q3: 16,994 shares; 2025Q4: 21,246 shares 21,246 $584K <0.01% +4,252 Timeline IVLU 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: 16,356 shares; 2024Q4: 15,346 shares; 2025Q1: 15,346 shares; 2025Q2: 15,346 shares; 2025Q3: 15,198 shares; 2025Q4: 15,272 shares 15,272 $581K <0.01% +74 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,916 shares; 2024Q4: 10,061 shares; 2025Q1: 16,330 shares; 2025Q2: 15,702 shares; 2025Q3: 15,823 shares; 2025Q4: 15,823 shares 15,823 $574K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 4,145 shares; 2025Q1: 3,651 shares; 2025Q2: 3,622 shares; 2025Q3: 3,661 shares; 2025Q4: 3,499 shares 3,499 $567K <0.01% -162 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: 4,542 shares; 2024Q4: 4,095 shares; 2025Q1: 4,148 shares; 2025Q2: 4,461 shares; 2025Q3: 6,684 shares; 2025Q4: 5,109 shares 5,109 $563K <0.01% -1,575 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: 4,102 shares; 2024Q4: 3,174 shares; 2025Q1: 2,902 shares; 2025Q2: 2,962 shares; 2025Q3: 4,264 shares; 2025Q4: 5,092 shares 5,092 $560K <0.01% +828 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: 12,706 shares; 2024Q4: 14,616 shares; 2025Q1: 9,825 shares; 2025Q2: 10,587 shares; 2025Q3: 25,959 shares; 2025Q4: 13,872 shares 13,872 $558K <0.01% -12,087 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: 5,454 shares; 2024Q4: 5,919 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 7,476 shares; 2025Q4: 7,793 shares 7,793 $557K <0.01% +317 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,922 shares; 2024Q4: 72,922 shares; 2025Q1: 71,242 shares; 2025Q2: 50,130 shares; 2025Q3: 32,035 shares; 2025Q4: 31,115 shares 31,115 $555K <0.01% -920 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,499 shares; 2025Q1: 6,190 shares; 2025Q2: 6,191 shares; 2025Q3: 6,221 shares; 2025Q4: 6,197 shares 6,197 $552K <0.01% -24 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,290 shares; 2025Q1: 1,209 shares; 2025Q2: 1,162 shares; 2025Q3: 1,093 shares; 2025Q4: 998 shares 998 $550K <0.01% -95 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 6,007 shares; 2025Q1: 6,168 shares; 2025Q2: 6,568 shares; 2025Q3: 6,570 shares; 2025Q4: 6,578 shares 6,578 $550K <0.01% +8 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 6,151 shares; 2025Q1: 6,151 shares; 2025Q2: 6,173 shares; 2025Q3: 6,478 shares; 2025Q4: 6,803 shares 6,803 $549K <0.01% +325 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 4,223 shares; 2025Q1: 4,341 shares; 2025Q2: 4,417 shares; 2025Q3: 4,765 shares; 2025Q4: 4,194 shares 4,194 $547K <0.01% -571 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: 6,674 shares 6,674 $545K <0.01% new 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: 16,934 shares; 2024Q4: 11,422 shares; 2025Q1: 10,148 shares; 2025Q2: 12,765 shares; 2025Q3: 11,920 shares; 2025Q4: 11,009 shares 11,009 $542K <0.01% -911 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 943 shares; 2025Q1: 973 shares; 2025Q2: 960 shares; 2025Q3: 1,061 shares; 2025Q4: 1,059 shares 1,059 $541K <0.01% -2 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: 361 shares; 2024Q4: 476 shares; 2025Q1: 480 shares; 2025Q2: 564 shares; 2025Q3: 603 shares; 2025Q4: 614 shares 614 $540K <0.01% +11 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 10,025 shares; 2025Q1: 10,025 shares; 2025Q2: 10,025 shares; 2025Q3: 10,025 shares; 2025Q4: 10,025 shares 10,025 $536K <0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 2,409 shares 2,409 $535K <0.01% new 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: 2,418 shares; 2024Q4: 2,409 shares; 2025Q1: 2,549 shares; 2025Q2: 2,356 shares; 2025Q3: 2,120 shares; 2025Q4: 3,263 shares 3,263 $532K <0.01% +1,143 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,313 shares 22,313 $528K <0.01% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,107 shares; 2025Q1: 3,107 shares; 2025Q2: 3,024 shares; 2025Q3: 3,024 shares; 2025Q4: 5,706 shares 5,706 $527K <0.01% +2,682 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 9,301 shares; 2025Q1: 9,273 shares; 2025Q2: 8,232 shares; 2025Q3: 8,128 shares; 2025Q4: 13,396 shares 13,396 $524K <0.01% +5,268 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: 15,548 shares; 2024Q4: 13,964 shares; 2025Q1: 27,346 shares; 2025Q2: 16,762 shares; 2025Q3: 12,243 shares; 2025Q4: 11,428 shares 11,428 $524K <0.01% -815 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES 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: 66,267 shares; 2025Q3: 67,222 shares; 2025Q4: 67,383 shares 67,383 $524K <0.01% +161 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,633 shares; 2024Q4: 55,437 shares; 2025Q1: 55,194 shares; 2025Q2: 45,386 shares; 2025Q3: 44,196 shares; 2025Q4: 39,898 shares 39,898 $523K <0.01% -4,298 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 1,293 shares; 2025Q3: 1,270 shares; 2025Q4: 1,304 shares 1,304 $523K <0.01% +34 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,052 shares; 2025Q4: 1,240 shares 1,240 $520K <0.01% +188 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,122 shares; 2025Q1: 7,068 shares; 2025Q2: 6,268 shares; 2025Q3: 6,268 shares; 2025Q4: 6,347 shares 6,347 $520K <0.01% +79 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: 1,378 shares; 2024Q4: 1,684 shares; 2025Q1: 2,227 shares; 2025Q2: 1,698 shares; 2025Q3: 1,941 shares; 2025Q4: 2,073 shares 2,073 $519K <0.01% +132 Timeline ERTH 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: 16,242 shares; 2024Q4: 13,860 shares; 2025Q1: 13,262 shares; 2025Q2: 11,374 shares; 2025Q3: 11,227 shares; 2025Q4: 10,977 shares 10,977 $518K <0.01% -250 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: 793 shares; 2024Q4: 1,114 shares; 2025Q1: 1,214 shares; 2025Q2: 1,613 shares; 2025Q3: 1,311 shares; 2025Q4: 1,342 shares 1,342 $514K <0.01% +31 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,792 shares; 2025Q1: 2,801 shares; 2025Q2: 3,789 shares; 2025Q3: 4,078 shares; 2025Q4: 3,762 shares 3,762 $512K <0.01% -316 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,813 shares; 2025Q1: 7,813 shares; 2025Q2: 9,708 shares; 2025Q3: 7,813 shares; 2025Q4: 7,813 shares 7,813 $512K <0.01% 0 Timeline NEOS ETF TRUST NEOS ETF TRUST More: the full row for NEOS 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: 16,300 shares; 2025Q2: 16,300 shares; 2025Q3: 16,300 shares; 2025Q4: 16,187 shares 16,187 $510K <0.01% -113 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: 5,487 shares; 2025Q3: 3,390 shares; 2025Q4: 5,049 shares 5,049 $504K <0.01% +1,659 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: 1,306 shares; 2024Q4: 1,060 shares; 2025Q1: 1,172 shares; 2025Q2: 1,246 shares; 2025Q3: 1,177 shares; 2025Q4: 1,107 shares 1,107 $502K <0.01% -70 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 807 shares; 2025Q3: 815 shares; 2025Q4: 812 shares 812 $497K <0.01% -3 Timeline