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: 62,976 shares; 2024Q4: 63,052 shares; 2025Q1: 63,075 shares; 2025Q2: 60,203 shares; 2025Q3: 60,761 shares; 2025Q4: 59,940 shares 59,940 $41.1M 14.38% -821 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: 456,943 shares; 2024Q4: 1,367,701 shares; 2025Q1: 1,377,799 shares; 2025Q2: 1,327,241 shares; 2025Q3: 1,378,546 shares; 2025Q4: 1,423,565 shares 1,423,565 $38.3M 13.42% +45,019 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: 188,450 shares; 2024Q4: 189,160 shares; 2025Q1: 191,389 shares; 2025Q2: 192,053 shares; 2025Q3: 192,553 shares; 2025Q4: 195,177 shares 195,177 $17.5M 6.12% +2,624 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: 115,901 shares; 2024Q4: 119,227 shares; 2025Q1: 120,937 shares; 2025Q2: 116,714 shares; 2025Q3: 121,618 shares; 2025Q4: 122,363 shares 122,363 $14.7M 5.15% +745 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,854 shares; 2024Q4: 96,653 shares; 2025Q1: 100,673 shares; 2025Q2: 106,371 shares; 2025Q3: 114,328 shares; 2025Q4: 117,567 shares 117,567 $9.74M 3.41% +3,239 Timeline ISTB 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: 167,754 shares; 2024Q4: 168,910 shares; 2025Q1: 170,914 shares; 2025Q2: 167,204 shares; 2025Q3: 176,492 shares; 2025Q4: 181,446 shares 181,446 $8.85M 3.1% +4,954 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: 143,805 shares; 2024Q4: 293,265 shares; 2025Q1: 294,525 shares; 2025Q2: 291,408 shares; 2025Q3: 300,197 shares; 2025Q4: 308,991 shares 308,991 $8.8M 3.08% +8,794 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,619 shares; 2024Q4: 66,215 shares; 2025Q1: 68,310 shares; 2025Q2: 72,264 shares; 2025Q3: 75,666 shares; 2025Q4: 77,011 shares 77,011 $8.48M 2.97% +1,345 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: 208,879 shares; 2024Q4: 208,720 shares; 2025Q1: 206,789 shares; 2025Q2: 204,135 shares; 2025Q3: 204,035 shares; 2025Q4: 203,989 shares 203,989 $8.08M 2.83% -46 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: 70,785 shares; 2024Q4: 75,658 shares; 2025Q1: 79,606 shares; 2025Q2: 80,268 shares; 2025Q3: 88,574 shares; 2025Q4: 97,657 shares 97,657 $7.7M 2.7% +9,083 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: 10,045 shares; 2024Q4: 9,975 shares; 2025Q1: 9,711 shares; 2025Q2: 8,648 shares; 2025Q3: 9,353 shares; 2025Q4: 9,351 shares 9,351 $6.38M 2.23% -2 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: 42,828 shares; 2024Q4: 42,538 shares; 2025Q1: 42,444 shares; 2025Q2: 42,444 shares; 2025Q3: 42,400 shares; 2025Q4: 41,201 shares 41,201 $5.08M 1.78% -1,199 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,003 shares; 2024Q4: 101,318 shares; 2025Q1: 113,433 shares; 2025Q2: 124,656 shares; 2025Q3: 132,153 shares; 2025Q4: 141,113 shares 141,113 $4.65M 1.63% +8,960 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: 17,474 shares; 2024Q4: 17,353 shares; 2025Q1: 17,157 shares; 2025Q2: 19,863 shares; 2025Q3: 19,753 shares; 2025Q4: 19,633 shares 19,633 $4.16M 1.46% -120 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: 8,445 shares; 2024Q4: 7,012 shares; 2025Q1: 7,960 shares; 2025Q2: 7,760 shares; 2025Q3: 7,759 shares; 2025Q4: 7,588 shares 7,588 $3.41M 1.2% -171 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: 29,512 shares; 2024Q4: 31,046 shares; 2025Q1: 35,249 shares; 2025Q2: 43,278 shares; 2025Q3: 47,815 shares; 2025Q4: 53,209 shares 53,209 $3.17M 1.11% +5,394 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,184 shares; 2024Q4: 68,503 shares; 2025Q1: 72,481 shares; 2025Q2: 79,551 shares; 2025Q3: 80,748 shares; 2025Q4: 83,056 shares 83,056 $3.16M 1.11% +2,308 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: 10,029 shares; 2024Q4: 10,031 shares; 2025Q1: 9,981 shares; 2025Q2: 9,884 shares; 2025Q3: 9,808 shares; 2025Q4: 9,769 shares 9,769 $3.15M 1.1% -39 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,579 shares; 2024Q4: 52,901 shares; 2025Q1: 59,079 shares; 2025Q2: 66,652 shares; 2025Q3: 80,297 shares; 2025Q4: 86,634 shares 86,634 $2.96M 1.04% +6,337 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: 21,080 shares; 2024Q4: 23,843 shares; 2025Q1: 27,477 shares; 2025Q2: 26,533 shares; 2025Q3: 30,184 shares; 2025Q4: 30,213 shares 30,213 $2.9M 1.02% +29 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: 21,152 shares; 2024Q4: 21,665 shares; 2025Q1: 24,776 shares; 2025Q2: 34,124 shares; 2025Q3: 38,087 shares; 2025Q4: 40,446 shares 40,446 $2.82M 0.99% +2,359 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,330 shares; 2024Q4: 24,886 shares; 2025Q1: 25,092 shares; 2025Q2: 25,371 shares; 2025Q3: 25,004 shares; 2025Q4: 22,117 shares 22,117 $2.47M 0.87% -2,887 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: 1,664 shares; 2024Q4: 1,638 shares; 2025Q1: 2,195 shares; 2025Q2: 2,238 shares; 2025Q3: 2,154 shares; 2025Q4: 2,141 shares 2,141 $2.3M 0.81% -13 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 3,048 shares; 2025Q3: 3,299 shares; 2025Q4: 3,607 shares 3,607 $2.26M 0.79% +308 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: 7,626 shares; 2024Q4: 7,788 shares; 2025Q1: 7,746 shares; 2025Q2: 7,733 shares; 2025Q3: 7,805 shares; 2025Q4: 7,873 shares 7,873 $2.14M 0.75% +68 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,610 shares; 2024Q4: 22,824 shares; 2025Q1: 23,169 shares; 2025Q2: 23,187 shares; 2025Q3: 23,135 shares; 2025Q4: 24,078 shares 24,078 $2.02M 0.71% +943 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: 6,963 shares; 2024Q4: 15,499 shares; 2025Q1: 31,515 shares; 2025Q2: 44,810 shares; 2025Q3: 51,097 shares; 2025Q4: 57,378 shares 57,378 $1.87M 0.65% +6,281 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,360 shares; 2024Q4: 48,094 shares; 2025Q1: 49,863 shares; 2025Q2: 55,836 shares; 2025Q3: 60,583 shares; 2025Q4: 67,111 shares 67,111 $1.77M 0.62% +6,528 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: 6,456 shares; 2024Q4: 7,366 shares; 2025Q1: 9,375 shares; 2025Q2: 9,773 shares; 2025Q3: 9,838 shares; 2025Q4: 10,191 shares 10,191 $1.71M 0.6% +353 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: 31,147 shares; 2024Q4: 29,652 shares; 2025Q1: 27,726 shares; 2025Q2: 23,940 shares; 2025Q3: 23,388 shares; 2025Q4: 21,964 shares 21,964 $1.7M 0.6% -1,424 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 7,832 shares; 2025Q1: 17,059 shares; 2025Q2: 24,853 shares; 2025Q3: 30,247 shares; 2025Q4: 34,029 shares 34,029 $1.7M 0.59% +3,782 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,739 shares; 2024Q4: 41,657 shares; 2025Q1: 39,653 shares; 2025Q2: 38,699 shares; 2025Q3: 38,497 shares; 2025Q4: 39,704 shares 39,704 $1.69M 0.59% +1,207 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: 1,879 shares; 2024Q4: 1,873 shares; 2025Q1: 1,773 shares; 2025Q2: 4,403 shares; 2025Q3: 4,399 shares; 2025Q4: 4,323 shares 4,323 $1.61M 0.57% -76 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: 19,578 shares; 2024Q4: 19,722 shares; 2025Q1: 21,217 shares; 2025Q2: 21,884 shares; 2025Q3: 22,926 shares; 2025Q4: 23,049 shares 23,049 $1.55M 0.54% +123 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,943 shares; 2024Q4: 21,444 shares; 2025Q1: 20,870 shares; 2025Q2: 20,893 shares; 2025Q3: 20,828 shares; 2025Q4: 18,646 shares 18,646 $1.53M 0.54% -2,182 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: 3,039 shares; 2024Q4: 3,152 shares; 2025Q1: 3,188 shares; 2025Q2: 3,135 shares; 2025Q3: 3,134 shares; 2025Q4: 3,143 shares 3,143 $1.52M 0.53% +9 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: 4,157 shares; 2024Q4: 4,154 shares; 2025Q1: 4,125 shares; 2025Q2: 5,943 shares; 2025Q3: 5,800 shares; 2025Q4: 5,761 shares 5,761 $1.42M 0.5% -39 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,659 shares; 2024Q4: 29,555 shares; 2025Q1: 30,430 shares; 2025Q2: 29,800 shares; 2025Q3: 30,579 shares; 2025Q4: 28,908 shares 28,908 $1.39M 0.49% -1,671 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: 68,039 shares; 2024Q4: 42,933 shares; 2025Q1: 41,809 shares; 2025Q2: 41,634 shares; 2025Q3: 41,634 shares; 2025Q4: 41,634 shares 41,634 $1.36M 0.48% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,517 shares; 2024Q4: 7,519 shares; 2025Q1: 7,492 shares; 2025Q2: 7,504 shares; 2025Q3: 7,473 shares; 2025Q4: 7,445 shares 7,445 $1.35M 0.47% -28 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,628 shares; 2024Q4: 50,156 shares; 2025Q1: 51,154 shares; 2025Q2: 50,484 shares; 2025Q3: 51,029 shares; 2025Q4: 50,596 shares 50,596 $1.26M 0.44% -433 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: 12,776 shares; 2024Q4: 13,731 shares; 2025Q1: 13,399 shares; 2025Q2: 13,344 shares; 2025Q3: 26,795 shares; 2025Q4: 26,951 shares 26,951 $1.26M 0.44% +156 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: 26,433 shares; 2024Q4: 25,663 shares; 2025Q1: 24,974 shares; 2025Q2: 22,139 shares; 2025Q3: 23,641 shares; 2025Q4: 23,027 shares 23,027 $1.26M 0.44% -614 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: 42,816 shares; 2024Q4: 40,713 shares; 2025Q1: 39,936 shares; 2025Q2: 38,413 shares; 2025Q3: 37,458 shares; 2025Q4: 37,154 shares 37,154 $1.23M 0.43% -304 Timeline VYMI 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: 9,286 shares; 2024Q4: 9,593 shares; 2025Q1: 10,433 shares; 2025Q2: 11,341 shares; 2025Q3: 11,354 shares; 2025Q4: 11,872 shares 11,872 $1.07M 0.37% +518 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,988 shares; 2024Q4: 20,976 shares; 2025Q1: 20,472 shares; 2025Q2: 20,711 shares; 2025Q3: 21,681 shares; 2025Q4: 22,514 shares 22,514 $1.05M 0.37% +833 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: 12,351 shares; 2024Q4: 11,765 shares; 2025Q1: 10,759 shares; 2025Q2: 9,474 shares; 2025Q3: 9,035 shares; 2025Q4: 8,855 shares 8,855 $1.01M 0.35% -180 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: 6,314 shares; 2024Q4: 7,334 shares; 2025Q1: 8,399 shares; 2025Q2: 8,585 shares; 2025Q3: 8,691 shares; 2025Q4: 8,800 shares 8,800 $1M 0.35% +109 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: 2,885 shares; 2024Q4: 2,890 shares; 2025Q1: 2,885 shares; 2025Q2: 2,882 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares 2,882 $854K 0.3% 0 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: 2,561 shares; 2024Q4: 2,794 shares; 2025Q1: 2,804 shares; 2025Q2: 2,604 shares; 2025Q3: 2,626 shares; 2025Q4: 2,617 shares 2,617 $819K 0.29% -9 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: 6,006 shares; 2024Q4: 6,006 shares; 2025Q1: 6,006 shares; 2025Q2: 6,006 shares; 2025Q3: 6,006 shares; 2025Q4: 6,006 shares 6,006 $802K 0.28% 0 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: 8,571 shares; 2024Q4: 8,766 shares; 2025Q1: 8,737 shares; 2025Q2: 6,301 shares; 2025Q3: 6,301 shares; 2025Q4: 6,497 shares 6,497 $782K 0.27% +196 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: 1,393 shares; 2024Q4: 1,393 shares; 2025Q1: 1,339 shares; 2025Q2: 1,339 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares 1,336 $763K 0.27% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,144 shares; 2025Q1: 4,896 shares; 2025Q2: 5,555 shares; 2025Q3: 5,446 shares; 2025Q4: 5,381 shares 5,381 $750K 0.26% -65 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: 4,857 shares; 2024Q4: 4,741 shares; 2025Q1: 4,396 shares; 2025Q2: 3,458 shares; 2025Q3: 3,567 shares; 2025Q4: 3,540 shares 3,540 $745K 0.26% -27 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: 12,095 shares; 2024Q4: 11,892 shares; 2025Q1: 11,585 shares; 2025Q2: 10,837 shares; 2025Q3: 11,186 shares; 2025Q4: 11,188 shares 11,188 $738K 0.26% +2 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: 5,474 shares; 2024Q4: 5,634 shares; 2025Q1: 5,820 shares; 2025Q2: 5,394 shares; 2025Q3: 5,374 shares; 2025Q4: 5,410 shares 5,410 $716K 0.25% +36 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: 1,066 shares; 2024Q4: 1,088 shares; 2025Q1: 1,085 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,080 shares 1,080 $713K 0.25% -2 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: 2,693 shares; 2024Q4: 3,780 shares; 2025Q1: 3,740 shares; 2025Q2: 3,690 shares; 2025Q3: 3,653 shares; 2025Q4: 3,626 shares 3,626 $676K 0.24% -27 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,468 shares; 2024Q4: 9,833 shares; 2025Q1: 9,176 shares; 2025Q2: 9,011 shares; 2025Q3: 8,940 shares; 2025Q4: 8,669 shares 8,669 $668K 0.23% -271 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: 8,040 shares; 2024Q4: 9,256 shares; 2025Q1: 15,636 shares; 2025Q2: 17,079 shares; 2025Q3: 17,038 shares; 2025Q4: 17,064 shares 17,064 $650K 0.23% +26 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: 1,957 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares 1,957 $632K 0.22% 0 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: 1,258 shares; 2024Q4: 1,129 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares 1,241 $624K 0.22% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,736 shares; 2025Q1: 2,657 shares; 2025Q2: 2,645 shares; 2025Q3: 2,628 shares; 2025Q4: 2,628 shares 2,628 $600K 0.21% 0 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: 10,464 shares; 2024Q4: 10,866 shares; 2025Q1: 10,682 shares; 2025Q2: 12,220 shares; 2025Q3: 11,974 shares; 2025Q4: 11,866 shares 11,866 $546K 0.19% -108 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: 6,306 shares; 2024Q4: 6,306 shares; 2025Q1: 6,145 shares; 2025Q2: 6,145 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares 5,780 $539K 0.19% 0 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,734 shares 1,734 $534K 0.19% 0 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: 6,620 shares; 2024Q4: 19,830 shares; 2025Q1: 19,830 shares; 2025Q2: 19,830 shares; 2025Q3: 19,830 shares; 2025Q4: 19,691 shares 19,691 $517K 0.18% -139 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 10,636 shares; 2025Q1: 11,257 shares; 2025Q2: 11,627 shares; 2025Q3: 11,631 shares; 2025Q4: 11,635 shares 11,635 $505K 0.18% +4 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: 3,261 shares; 2024Q4: 3,147 shares; 2025Q1: 3,153 shares; 2025Q2: 2,385 shares; 2025Q3: 2,485 shares; 2025Q4: 2,418 shares 2,418 $500K 0.18% -67 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: not reported; 2024Q4: not reported; 2025Q1: 26,419 shares; 2025Q2: 6,609 shares; 2025Q3: 6,609 shares; 2025Q4: 6,609 shares 6,609 $499K 0.17% 0 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: 1,222 shares; 2024Q4: 1,305 shares; 2025Q1: 1,419 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,427 shares 1,427 $494K 0.17% -5 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: 3,423 shares; 2024Q4: 4,019 shares; 2025Q1: 4,114 shares; 2025Q2: 4,120 shares; 2025Q3: 4,371 shares; 2025Q4: 4,361 shares 4,361 $486K 0.17% -10 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 924 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 925 shares 925 $472K 0.17% -2 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: 11,344 shares; 2024Q4: 11,247 shares; 2025Q1: 11,124 shares; 2025Q2: 10,636 shares; 2025Q3: 10,461 shares; 2025Q4: 10,361 shares 10,361 $472K 0.17% -100 Timeline GEM 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: 3,784 shares; 2024Q4: 11,449 shares; 2025Q1: 11,551 shares; 2025Q2: 11,485 shares; 2025Q3: 11,103 shares; 2025Q4: 11,296 shares 11,296 $470K 0.16% +193 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: 518 shares; 2024Q4: 536 shares; 2025Q1: 545 shares; 2025Q2: 542 shares; 2025Q3: 531 shares; 2025Q4: 527 shares 527 $463K 0.16% -4 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 9,262 shares; 2025Q1: 9,296 shares; 2025Q2: 8,972 shares; 2025Q3: 9,817 shares; 2025Q4: 9,673 shares 9,673 $455K 0.16% -144 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: 481 shares; 2024Q4: 489 shares; 2025Q1: 494 shares; 2025Q2: 493 shares; 2025Q3: 478 shares; 2025Q4: 4,769 shares 4,769 $447K 0.16% +4,291 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,556 shares; 2025Q2: 5,839 shares; 2025Q3: 7,668 shares; 2025Q4: 8,370 shares 8,370 $439K 0.15% +702 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: 458 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 507 shares; 2025Q4: 501 shares 501 $432K 0.15% -6 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: 3,067 shares; 2024Q4: 2,740 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares 2,817 $404K 0.14% 0 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: 1,540 shares; 2024Q4: 1,582 shares; 2025Q1: 1,572 shares; 2025Q2: 1,553 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares 1,318 $401K 0.14% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 4,822 shares; 2025Q1: 4,857 shares; 2025Q2: 2,719 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares 2,709 $389K 0.14% 0 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: 5,194 shares; 2024Q4: 15,552 shares; 2025Q1: 14,823 shares; 2025Q2: 14,690 shares; 2025Q3: 14,435 shares; 2025Q4: 14,246 shares 14,246 $388K 0.14% -189 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: 2,789 shares; 2024Q4: 2,790 shares; 2025Q1: 2,734 shares; 2025Q2: 2,713 shares; 2025Q3: 2,705 shares; 2025Q4: 2,699 shares 2,699 $387K 0.14% -6 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: 5,122 shares; 2024Q4: 5,360 shares; 2025Q1: 6,168 shares; 2025Q2: 7,489 shares; 2025Q3: 7,722 shares; 2025Q4: 8,007 shares 8,007 $383K 0.13% +285 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: 1,111 shares; 2024Q4: 1,613 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,619 shares 1,619 $374K 0.13% +21 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: 1,680 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares 1,974 $362K 0.13% 0 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: 6,752 shares; 2024Q4: 8,584 shares; 2025Q1: 8,393 shares; 2025Q2: 5,123 shares; 2025Q3: 4,783 shares; 2025Q4: 5,129 shares 5,129 $359K 0.13% +346 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: 822 shares; 2024Q4: 5,065 shares; 2025Q1: 28,362 shares; 2025Q2: 5,233 shares; 2025Q3: 5,248 shares; 2025Q4: 4,700 shares 4,700 $348K 0.12% -548 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: 7,688 shares; 2024Q4: 7,688 shares; 2025Q1: 7,688 shares; 2025Q2: 7,688 shares; 2025Q3: 7,688 shares; 2025Q4: 7,060 shares 7,060 $347K 0.12% -628 Timeline FNDC 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: 9,001 shares; 2024Q4: 9,010 shares; 2025Q1: 8,402 shares; 2025Q2: 7,857 shares; 2025Q3: 7,570 shares; 2025Q4: 7,633 shares 7,633 $340K 0.12% +63 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: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 693 shares 693 $323K 0.11% -30 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: 4,393 shares; 2024Q4: 4,385 shares; 2025Q1: 4,214 shares; 2025Q2: 3,049 shares; 2025Q3: 3,046 shares; 2025Q4: 3,046 shares 3,046 $321K 0.11% 0 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: 1,566 shares; 2024Q4: 1,748 shares; 2025Q1: 1,741 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 922 shares 922 $317K 0.11% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,291 shares; 2025Q3: 4,559 shares; 2025Q4: 4,563 shares 4,563 $316K 0.11% +4 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: 5,162 shares; 2024Q4: 3,750 shares; 2025Q1: 3,594 shares; 2025Q2: 2,541 shares; 2025Q3: 3,448 shares; 2025Q4: 3,459 shares 3,459 $306K 0.11% +11 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: 2,665 shares; 2024Q4: 2,750 shares; 2025Q1: 2,914 shares; 2025Q2: 3,475 shares; 2025Q3: 3,372 shares; 2025Q4: 3,178 shares 3,178 $302K 0.11% -194 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,896 shares; 2025Q1: 2,657 shares; 2025Q2: 2,653 shares; 2025Q3: 2,730 shares; 2025Q4: 2,829 shares 2,829 $302K 0.11% +99 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: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 589 shares 589 $301K 0.11% -16 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: 3,306 shares; 2024Q4: 3,646 shares; 2025Q1: 3,304 shares; 2025Q2: 3,485 shares; 2025Q3: 3,496 shares; 2025Q4: 3,443 shares 3,443 $300K 0.11% -53 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: not reported; 2024Q4: not reported; 2025Q1: 3,490 shares; 2025Q2: 3,490 shares; 2025Q3: 5,085 shares; 2025Q4: 5,185 shares 5,185 $299K 0.1% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $294K 0.1% 0 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: 6,147 shares; 2024Q4: 5,702 shares; 2025Q1: 5,918 shares; 2025Q2: 5,651 shares; 2025Q3: 5,610 shares; 2025Q4: 5,461 shares 5,461 $294K 0.1% -149 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,414 shares; 2025Q4: 1,412 shares 1,412 $292K 0.1% -2 Timeline GSIE 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: 4,444 shares; 2024Q4: 7,047 shares; 2025Q1: 6,871 shares; 2025Q2: 6,827 shares; 2025Q3: 6,787 shares; 2025Q4: 6,787 shares 6,787 $291K 0.1% 0 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: 3,515 shares; 2024Q4: 10,545 shares; 2025Q1: 10,545 shares; 2025Q2: 10,545 shares; 2025Q3: 10,545 shares; 2025Q4: 10,545 shares 10,545 $289K 0.1% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 974 shares; 2025Q3: 973 shares; 2025Q4: 970 shares 970 $287K 0.1% -3 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: 2,234 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,287 shares; 2025Q4: 2,287 shares 2,287 $287K 0.1% 0 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: 3,320 shares; 2024Q4: 9,807 shares; 2025Q1: 9,621 shares; 2025Q2: 9,391 shares; 2025Q3: 9,409 shares; 2025Q4: 9,363 shares 9,363 $277K 0.1% -46 Timeline GSSC 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: 3,893 shares; 2024Q4: 4,653 shares; 2025Q1: 4,663 shares; 2025Q2: 3,545 shares; 2025Q3: 3,560 shares; 2025Q4: 3,664 shares 3,664 $277K 0.1% +104 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: 7,382 shares; 2024Q4: 7,395 shares; 2025Q1: 7,025 shares; 2025Q2: 6,371 shares; 2025Q3: 6,134 shares; 2025Q4: 6,088 shares 6,088 $275K 0.1% -46 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: 12,165 shares; 2024Q4: 8,560 shares; 2025Q1: 8,506 shares; 2025Q2: 8,430 shares; 2025Q3: 8,368 shares; 2025Q4: 8,288 shares 8,288 $271K 0.1% -80 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: 415 shares; 2024Q4: 465 shares; 2025Q1: 474 shares; 2025Q2: 475 shares; 2025Q3: 483 shares; 2025Q4: 476 shares 476 $270K 0.09% -7 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: 2,387 shares; 2024Q4: 8,076 shares; 2025Q1: 8,076 shares; 2025Q2: 8,076 shares; 2025Q3: 8,076 shares; 2025Q4: 8,076 shares 8,076 $263K 0.09% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,204 shares; 2025Q1: 1,214 shares; 2025Q2: 1,217 shares; 2025Q3: 1,165 shares; 2025Q4: 1,162 shares 1,162 $263K 0.09% -3 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,895 shares; 2025Q1: 5,011 shares; 2025Q2: 5,011 shares; 2025Q3: 5,092 shares; 2025Q4: 5,116 shares 5,116 $259K 0.09% +24 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: 5,301 shares; 2024Q4: 10,602 shares; 2025Q1: 10,602 shares; 2025Q2: 10,602 shares; 2025Q3: 10,602 shares; 2025Q4: 10,602 shares 10,602 $255K 0.09% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares 1,536 $246K 0.09% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 430 shares; 2025Q3: 262 shares; 2025Q4: 264 shares 264 $246K 0.09% +2 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 5,084 shares; 2025Q1: 5,254 shares; 2025Q2: 5,259 shares; 2025Q3: 5,826 shares; 2025Q4: 5,875 shares 5,875 $246K 0.09% +49 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: 2,824 shares; 2024Q4: 2,875 shares; 2025Q1: 2,866 shares; 2025Q2: not reported; 2025Q3: 2,247 shares; 2025Q4: 2,137 shares 2,137 $243K 0.09% -110 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: 2,661 shares; 2024Q4: 2,667 shares; 2025Q1: 2,628 shares; 2025Q2: 2,404 shares; 2025Q3: 2,411 shares; 2025Q4: 2,407 shares 2,407 $240K 0.08% -4 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: 521 shares; 2024Q4: 505 shares; 2025Q1: 514 shares; 2025Q2: 504 shares; 2025Q3: 511 shares; 2025Q4: 507 shares 507 $230K 0.08% -4 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 7,835 shares; 2025Q1: 7,835 shares; 2025Q2: 6,407 shares; 2025Q3: 7,278 shares; 2025Q4: 7,014 shares 7,014 $221K 0.08% -264 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 5,213 shares; 2025Q1: 5,526 shares; 2025Q2: 5,526 shares; 2025Q3: 5,133 shares; 2025Q4: 5,133 shares 5,133 $220K 0.08% 0 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: 16,118 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 4,508 shares 4,508 $218K 0.08% -1,185 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,282 shares; 2025Q1: 2,295 shares; 2025Q2: 2,295 shares; 2025Q3: 2,438 shares; 2025Q4: 2,402 shares 2,402 $216K 0.08% -36 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: not reported; 2024Q4: 1,325 shares; 2025Q1: 1,271 shares; 2025Q2: 1,247 shares; 2025Q3: 1,263 shares; 2025Q4: 1,244 shares 1,244 $216K 0.08% -19 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: 3,619 shares; 2024Q4: 3,632 shares; 2025Q1: 3,649 shares; 2025Q2: 696 shares; 2025Q3: 693 shares; 2025Q4: 691 shares 691 $211K 0.07% -2 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,584 shares; 2025Q4: 3,471 shares 3,471 $203K 0.07% -113 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: 9,708 shares; 2025Q1: 9,708 shares; 2025Q2: 9,708 shares; 2025Q3: 9,708 shares; 2025Q4: 9,708 shares 9,708 $200K 0.07% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,214 shares; 2024Q4: 10,214 shares; 2025Q1: 10,214 shares; 2025Q2: 10,214 shares; 2025Q3: 10,214 shares; 2025Q4: 10,214 shares 10,214 $200K 0.07% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,122 shares; 2024Q4: 10,122 shares; 2025Q1: 10,122 shares; 2025Q2: 10,122 shares; 2025Q3: 10,122 shares; 2025Q4: 10,122 shares 10,122 $200K 0.07% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 10,605 shares; 2025Q1: 10,605 shares; 2025Q2: 10,605 shares; 2025Q3: 10,605 shares; 2025Q4: 10,605 shares 10,605 $200K 0.07% 0 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: 480 shares; 2024Q4: 580 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $188K 0.07% 0 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,914 shares; 2025Q4: 4,914 shares 4,914 $185K 0.06% 0 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,991 shares; 2024Q4: 12,496 shares; 2025Q1: 14,749 shares; 2025Q2: 16,594 shares; 2025Q3: 16,684 shares; 2025Q4: 16,711 shares 16,711 $174K 0.06% +27 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: 722 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares 726 $139K 0.05% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,189 shares; 2025Q2: 1,998 shares; 2025Q3: 2,249 shares; 2025Q4: 2,700 shares 2,700 $136K 0.05% +451 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: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares 1,364 $131K 0.05% 0 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,731 shares; 2025Q2: 2,486 shares; 2025Q3: 2,380 shares; 2025Q4: 2,859 shares 2,859 $119K 0.04% +479 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 2,906 shares; 2025Q1: 2,890 shares; 2025Q2: 2,831 shares; 2025Q3: 2,824 shares; 2025Q4: 2,768 shares 2,768 $99.8K 0.03% -56 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: 2,275 shares; 2024Q4: 2,248 shares; 2025Q1: 2,368 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,208 shares 2,208 $87.1K 0.03% -3 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,208 shares; 2025Q3: 1,269 shares; 2025Q4: 1,269 shares 1,269 $74.5K 0.03% 0 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: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 156 shares; 2025Q3: 152 shares; 2025Q4: 152 shares 152 $74.2K 0.03% 0 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: 281 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253 $73.4K 0.03% 0 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: 1,551 shares; 2024Q4: 1,519 shares; 2025Q1: 1,228 shares; 2025Q2: 436 shares; 2025Q3: 556 shares; 2025Q4: 660 shares 660 $70.7K 0.02% +104 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: 820 shares; 2024Q4: 2,460 shares; 2025Q1: 2,977 shares; 2025Q2: 2,400 shares; 2025Q3: 2,271 shares; 2025Q4: 2,265 shares 2,265 $68.1K 0.02% -6 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: 1,734 shares; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,784 shares; 2025Q4: 1,856 shares 1,856 $61K 0.02% +72 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: 1,780 shares; 2024Q4: 1,642 shares; 2025Q1: 1,646 shares; 2025Q2: 1,426 shares; 2025Q3: 1,419 shares; 2025Q4: 1,331 shares 1,331 $58.8K 0.02% -88 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: 434 shares; 2024Q4: 434 shares; 2025Q1: 398 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares 397 $56K 0.02% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 703 shares 703 $53.3K 0.02% +204 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $50.8K 0.02% 0 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: 227 shares; 2025Q2: 406 shares; 2025Q3: 933 shares; 2025Q4: 669 shares 669 $49.5K 0.02% -264 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375 $39.4K 0.01% 0 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 859 shares; 2025Q4: 859 shares 859 $37.4K 0.01% 0 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares 78 $36.9K 0.01% 0 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares 1,380 $33.6K 0.01% 0 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: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares 1,536 $32.1K 0.01% 0 Timeline MLRG 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $28.3K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 286 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 261 shares 261 $26.6K 0.01% 0 Timeline IBDR 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: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,073 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares 1,073 $26K 0.01% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 236 shares 236 $22.6K 0.01% -9 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: not reported; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares 213 $21.4K 0.01% 0 Timeline IDRV 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: 569 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares 539 $20.4K 0.01% 0 Timeline XT 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: 256 shares; 2024Q4: 256 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 258 shares; 2025Q4: 258 shares 258 $18K 0.01% 0 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: 103 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $16.8K 0.01% 0 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 77 shares 77 $16.3K 0.01% -9 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118 $13K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 145 shares; 2025Q4: 131 shares 131 $12.1K <0.01% -14 Timeline VLUE 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: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares 71 $9.66K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34 $9.49K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 235 shares; 2025Q1: 254 shares; 2025Q2: 270 shares; 2025Q3: 271 shares; 2025Q4: 61 shares 61 $8.63K <0.01% -210 Timeline BBCA 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91 $8.46K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,009 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 24 shares 24 $8.19K <0.01% +23 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: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92 $7.17K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $6.33K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares 68 $5.42K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares 27 $4.56K <0.01% 0 Timeline IHI 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 100 shares; 2025Q4: 70 shares 70 $4.35K <0.01% -30 Timeline BBJP 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $4.28K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $4.17K <0.01% 0 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $3.85K <0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $3.57K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $3.49K <0.01% 0 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37 $2.75K <0.01% 0 Timeline IQLT 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $2.73K <0.01% 0 Timeline IXJ 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 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $2.44K <0.01% 0 Timeline SCHR 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: 29 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares 58 $1.46K <0.01% 0 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $1.25K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $989 <0.01% 0 Timeline