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: 873,703 shares; 2024Q4: 948,720 shares; 2025Q1: 1,039,498 shares; 2025Q2: 1,279,348 shares; 2025Q3: 1,383,549 shares; 2025Q4: 1,386,621 shares 1,386,621 $870M 20.16% +3,072 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: 7,414,014 shares; 2024Q4: 8,389,147 shares; 2025Q1: 9,647,403 shares; 2025Q2: 11,849,460 shares; 2025Q3: 12,732,955 shares; 2025Q4: 12,768,794 shares 12,768,794 $798M 18.5% +35,839 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: 260,218 shares; 2024Q4: 287,292 shares; 2025Q1: 305,803 shares; 2025Q2: 370,029 shares; 2025Q3: 785,169 shares; 2025Q4: 790,658 shares 790,658 $397M 9.22% +5,489 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: 3,614,545 shares; 2024Q4: 4,247,675 shares; 2025Q1: 4,936,764 shares; 2025Q2: 6,149,000 shares; 2025Q3: 6,594,677 shares; 2025Q4: 6,610,526 shares 6,610,526 $355M 8.24% +15,849 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: 668,414 shares; 2024Q4: 746,133 shares; 2025Q1: 860,276 shares; 2025Q2: 1,096,310 shares; 2025Q3: 1,172,986 shares; 2025Q4: 1,176,433 shares 1,176,433 $341M 7.92% +3,447 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: 436,501 shares; 2024Q4: 479,340 shares; 2025Q1: 549,101 shares; 2025Q2: 699,404 shares; 2025Q3: 744,231 shares; 2025Q4: 748,000 shares 748,000 $193M 4.47% +3,769 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: 758,942 shares; 2024Q4: 804,288 shares; 2025Q1: 742,806 shares; 2025Q2: 742,528 shares; 2025Q3: 745,738 shares; 2025Q4: 747,782 shares 747,782 $164M 3.81% +2,044 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 6,039 shares; 2025Q3: 388,426 shares; 2025Q4: 1,800,411 shares 1,800,411 $136M 3.15% +1,411,985 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 657,460 shares; 2025Q3: 172,752 shares; 2025Q4: 170,803 shares 170,803 $113M 2.62% -1,949 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: 156,947 shares; 2024Q4: 156,129 shares; 2025Q1: 155,478 shares; 2025Q2: 156,985 shares; 2025Q3: 156,934 shares; 2025Q4: 157,302 shares 157,302 $76.1M 1.76% +368 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: 205,147 shares; 2024Q4: 205,151 shares; 2025Q1: 164,159 shares; 2025Q2: 164,868 shares; 2025Q3: 186,538 shares; 2025Q4: 207,371 shares 207,371 $69.5M 1.61% +20,833 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: 207,601 shares; 2024Q4: 207,686 shares; 2025Q1: 207,994 shares; 2025Q2: 208,690 shares; 2025Q3: 208,674 shares; 2025Q4: 178,634 shares 178,634 $61.8M 1.43% -30,040 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: 786,720 shares; 2024Q4: 791,210 shares; 2025Q1: 751,603 shares; 2025Q2: 754,621 shares; 2025Q3: 789,613 shares; 2025Q4: 816,339 shares 816,339 $60M 1.39% +26,726 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: 163,013 shares; 2024Q4: 163,659 shares; 2025Q1: 96,779 shares; 2025Q2: 96,724 shares; 2025Q3: 97,173 shares; 2025Q4: 97,048 shares 97,048 $59.6M 1.38% -125 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: 84,225 shares; 2024Q4: 83,998 shares; 2025Q1: 83,844 shares; 2025Q2: 83,809 shares; 2025Q3: 83,862 shares; 2025Q4: 80,759 shares 80,759 $55.1M 1.28% -3,103 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: 117,720 shares; 2024Q4: 115,384 shares; 2025Q1: 112,046 shares; 2025Q2: 113,804 shares; 2025Q3: 112,277 shares; 2025Q4: 112,410 shares 112,410 $30.6M 0.71% +133 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,564 shares; 2024Q4: 411,064 shares; 2025Q1: 411,064 shares; 2025Q2: 411,064 shares; 2025Q3: 406,743 shares; 2025Q4: 406,743 shares 406,743 $17.4M 0.4% 0 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: 51,583 shares; 2024Q4: 52,036 shares; 2025Q1: 52,122 shares; 2025Q2: 52,763 shares; 2025Q3: 53,151 shares; 2025Q4: 51,323 shares 51,323 $13.8M 0.32% -1,828 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: 199,569 shares; 2024Q4: 191,608 shares; 2025Q1: 186,976 shares; 2025Q2: 188,569 shares; 2025Q3: 188,032 shares; 2025Q4: 189,151 shares 189,151 $13.2M 0.31% +1,119 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: 239,655 shares; 2024Q4: 262,856 shares; 2025Q1: 273,595 shares; 2025Q2: 276,173 shares; 2025Q3: 280,726 shares; 2025Q4: 284,622 shares 284,622 $13M 0.3% +3,896 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: 243,167 shares; 2024Q4: 495,879 shares; 2025Q1: 495,287 shares; 2025Q2: 526,612 shares; 2025Q3: 526,651 shares; 2025Q4: 533,172 shares 533,172 $12.8M 0.3% +6,521 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: 130,787 shares; 2024Q4: 411,384 shares; 2025Q1: 395,465 shares; 2025Q2: 403,514 shares; 2025Q3: 413,394 shares; 2025Q4: 425,765 shares 425,765 $11.6M 0.27% +12,371 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: 44,206 shares; 2024Q4: 229,867 shares; 2025Q1: 242,839 shares; 2025Q2: 262,753 shares; 2025Q3: 305,106 shares; 2025Q4: 319,559 shares 319,559 $11.5M 0.27% +14,453 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: 10,219 shares; 2024Q4: 9,629 shares; 2025Q1: 9,706 shares; 2025Q2: 10,209 shares; 2025Q3: 10,364 shares; 2025Q4: 10,278 shares 10,278 $11M 0.26% -86 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: 102,796 shares; 2024Q4: 102,257 shares; 2025Q1: 102,274 shares; 2025Q2: 102,235 shares; 2025Q3: 102,251 shares; 2025Q4: 102,266 shares 102,266 $10.3M 0.24% +15 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: 57,731 shares; 2024Q4: 50,545 shares; 2025Q1: 43,702 shares; 2025Q2: 52,213 shares; 2025Q3: 53,164 shares; 2025Q4: 52,814 shares 52,814 $9.85M 0.23% -350 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: 132,893 shares; 2024Q4: 133,544 shares; 2025Q1: 128,293 shares; 2025Q2: 129,604 shares; 2025Q3: 130,587 shares; 2025Q4: 130,280 shares 130,280 $9.83M 0.23% -307 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: 37,419 shares; 2024Q4: 37,904 shares; 2025Q1: 37,484 shares; 2025Q2: 37,417 shares; 2025Q3: 37,685 shares; 2025Q4: 37,773 shares 37,773 $8M 0.19% +88 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: 17,694 shares; 2024Q4: 19,209 shares; 2025Q1: 18,909 shares; 2025Q2: 23,274 shares; 2025Q3: 24,216 shares; 2025Q4: 25,462 shares 25,462 $7.97M 0.18% +1,246 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: 30,621 shares; 2024Q4: 30,744 shares; 2025Q1: 29,329 shares; 2025Q2: 31,678 shares; 2025Q3: 31,715 shares; 2025Q4: 34,265 shares 34,265 $7.91M 0.18% +2,550 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: 22,624 shares; 2024Q4: 24,170 shares; 2025Q1: 25,146 shares; 2025Q2: 24,476 shares; 2025Q3: 23,218 shares; 2025Q4: 25,065 shares 25,065 $7.87M 0.18% +1,847 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: 11,454 shares; 2024Q4: 11,290 shares; 2025Q1: 12,205 shares; 2025Q2: 13,349 shares; 2025Q3: 13,537 shares; 2025Q4: 13,485 shares 13,485 $7.73M 0.18% -52 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: 198,427 shares; 2024Q4: 210,849 shares; 2025Q1: 211,481 shares; 2025Q2: 227,256 shares; 2025Q3: 227,264 shares; 2025Q4: 229,295 shares 229,295 $7.51M 0.17% +2,031 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: 18,729 shares; 2024Q4: 18,405 shares; 2025Q1: 18,319 shares; 2025Q2: 19,287 shares; 2025Q3: 20,665 shares; 2025Q4: 20,864 shares 20,864 $7.18M 0.17% +199 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: 183,246 shares; 2024Q4: 182,255 shares; 2025Q1: 182,257 shares; 2025Q2: 183,110 shares; 2025Q3: 181,462 shares; 2025Q4: 178,814 shares 178,814 $7.08M 0.16% -2,648 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: 32,381 shares; 2024Q4: 31,092 shares; 2025Q1: 34,714 shares; 2025Q2: 35,431 shares; 2025Q3: 35,549 shares; 2025Q4: 33,793 shares 33,793 $6.99M 0.16% -1,756 Timeline EEMA 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: 73,003 shares; 2024Q4: 71,525 shares; 2025Q1: 71,525 shares; 2025Q2: 70,786 shares; 2025Q3: 70,786 shares; 2025Q4: 70,496 shares 70,496 $6.63M 0.15% -290 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: 57,680 shares; 2024Q4: 56,355 shares; 2025Q1: 56,297 shares; 2025Q2: 56,106 shares; 2025Q3: 56,311 shares; 2025Q4: 56,363 shares 56,363 $6.42M 0.15% +52 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: 32,923 shares; 2024Q4: 32,694 shares; 2025Q1: 72,903 shares; 2025Q2: 72,897 shares; 2025Q3: 72,861 shares; 2025Q4: 73,433 shares 73,433 $6.4M 0.15% +572 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: 8,944 shares; 2024Q4: 8,959 shares; 2025Q1: 9,044 shares; 2025Q2: 8,585 shares; 2025Q3: 8,627 shares; 2025Q4: 8,623 shares 8,623 $5.91M 0.14% -4 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $5.28M 0.12% 0 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: 6,171 shares; 2024Q4: 6,624 shares; 2025Q1: 6,595 shares; 2025Q2: 7,096 shares; 2025Q3: 7,239 shares; 2025Q4: 7,815 shares 7,815 $5.16M 0.12% +576 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: 36,358 shares; 2024Q4: 35,707 shares; 2025Q1: 33,181 shares; 2025Q2: 37,067 shares; 2025Q3: 37,900 shares; 2025Q4: 37,733 shares 37,733 $4.54M 0.11% -167 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: 13,512 shares; 2024Q4: 13,200 shares; 2025Q1: 13,059 shares; 2025Q2: 14,624 shares; 2025Q3: 14,474 shares; 2025Q4: 14,390 shares 14,390 $4.4M 0.1% -84 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: 10,650 shares; 2024Q4: 10,464 shares; 2025Q1: 10,941 shares; 2025Q2: 11,461 shares; 2025Q3: 11,516 shares; 2025Q4: 11,589 shares 11,589 $4.06M 0.09% +73 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: 12,918 shares; 2024Q4: 12,144 shares; 2025Q1: 12,023 shares; 2025Q2: 12,212 shares; 2025Q3: 12,482 shares; 2025Q4: 12,611 shares 12,611 $4.06M 0.09% +129 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: 29,164 shares; 2024Q4: 28,078 shares; 2025Q1: 62,041 shares; 2025Q2: 71,621 shares; 2025Q3: 72,259 shares; 2025Q4: 72,259 shares 72,259 $3.97M 0.09% 0 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: 17,284 shares; 2024Q4: 17,487 shares; 2025Q1: 21,298 shares; 2025Q2: 24,926 shares; 2025Q3: 25,140 shares; 2025Q4: 25,348 shares 25,348 $3.86M 0.09% +208 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: 29,679 shares; 2024Q4: 28,777 shares; 2025Q1: 29,482 shares; 2025Q2: 35,231 shares; 2025Q3: 34,019 shares; 2025Q4: 34,341 shares 34,341 $3.83M 0.09% +322 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: 8,155 shares; 2024Q4: 8,155 shares; 2025Q1: 8,133 shares; 2025Q2: 8,138 shares; 2025Q3: 8,816 shares; 2025Q4: 9,400 shares 9,400 $3.73M 0.09% +584 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: 28,660 shares; 2024Q4: 28,114 shares; 2025Q1: 27,919 shares; 2025Q2: 29,009 shares; 2025Q3: 28,772 shares; 2025Q4: 25,135 shares 25,135 $3.6M 0.08% -3,637 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,132 shares; 2024Q4: 43,107 shares; 2025Q1: 37,263 shares; 2025Q2: 39,800 shares; 2025Q3: 40,964 shares; 2025Q4: 45,382 shares 45,382 $3.54M 0.08% +4,418 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: 3,862 shares; 2024Q4: 3,670 shares; 2025Q1: 3,568 shares; 2025Q2: 3,989 shares; 2025Q3: 4,057 shares; 2025Q4: 3,992 shares 3,992 $3.44M 0.08% -65 Timeline AAXJ 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: 42,689 shares; 2024Q4: 36,352 shares; 2025Q1: 36,352 shares; 2025Q2: 36,352 shares; 2025Q3: 36,352 shares; 2025Q4: 36,352 shares 36,352 $3.39M 0.08% 0 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: 13,061 shares; 2024Q4: 12,980 shares; 2025Q1: 12,991 shares; 2025Q2: 13,189 shares; 2025Q3: 13,202 shares; 2025Q4: 13,219 shares 13,219 $3.25M 0.08% +17 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: 16,169 shares; 2024Q4: 16,013 shares; 2025Q1: 13,982 shares; 2025Q2: 16,886 shares; 2025Q3: 17,649 shares; 2025Q4: 17,728 shares 17,728 $3.25M 0.08% +79 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: 38,710 shares; 2024Q4: 116,274 shares; 2025Q1: 117,213 shares; 2025Q2: 117,587 shares; 2025Q3: 117,764 shares; 2025Q4: 119,175 shares 119,175 $3.21M 0.07% +1,411 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: 22,219 shares; 2024Q4: 22,318 shares; 2025Q1: 22,343 shares; 2025Q2: 28,005 shares; 2025Q3: 33,011 shares; 2025Q4: 33,005 shares 33,005 $3.17M 0.07% -6 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: 11,572 shares; 2024Q4: 11,316 shares; 2025Q1: 9,753 shares; 2025Q2: 10,399 shares; 2025Q3: 10,409 shares; 2025Q4: 10,624 shares 10,624 $3.15M 0.07% +215 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: 11,159 shares; 2024Q4: 10,964 shares; 2025Q1: 11,837 shares; 2025Q2: 12,609 shares; 2025Q3: 12,626 shares; 2025Q4: 11,788 shares 11,788 $3.03M 0.07% -838 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: 16,947 shares; 2024Q4: 17,153 shares; 2025Q1: 16,931 shares; 2025Q2: 16,940 shares; 2025Q3: 17,311 shares; 2025Q4: 17,642 shares 17,642 $2.83M 0.07% +331 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,484 shares; 2024Q4: 47,329 shares; 2025Q1: 47,259 shares; 2025Q2: 47,173 shares; 2025Q3: 47,405 shares; 2025Q4: 47,526 shares 47,526 $2.72M 0.06% +121 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: 5,304 shares; 2024Q4: 5,064 shares; 2025Q1: 4,877 shares; 2025Q2: 4,748 shares; 2025Q3: 4,750 shares; 2025Q4: 4,744 shares 4,744 $2.71M 0.06% -6 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: 6,064 shares; 2024Q4: 5,912 shares; 2025Q1: 6,067 shares; 2025Q2: 7,138 shares; 2025Q3: 7,316 shares; 2025Q4: 7,994 shares 7,994 $2.69M 0.06% +678 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: 67,358 shares; 2024Q4: 66,155 shares; 2025Q1: 66,155 shares; 2025Q2: 66,155 shares; 2025Q3: 66,155 shares; 2025Q4: 57,055 shares 57,055 $2.66M 0.06% -9,100 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: 41,745 shares; 2024Q4: 36,693 shares; 2025Q1: 35,358 shares; 2025Q2: 35,223 shares; 2025Q3: 35,219 shares; 2025Q4: 33,461 shares 33,461 $2.59M 0.06% -1,758 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: 56,639 shares; 2024Q4: 55,659 shares; 2025Q1: 60,333 shares; 2025Q2: 63,963 shares; 2025Q3: 64,913 shares; 2025Q4: 63,504 shares 63,504 $2.59M 0.06% -1,409 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: 55,670 shares; 2024Q4: 53,414 shares; 2025Q1: 53,047 shares; 2025Q2: 53,052 shares; 2025Q3: 52,937 shares; 2025Q4: 51,941 shares 51,941 $2.56M 0.06% -996 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: 15,740 shares; 2024Q4: 15,911 shares; 2025Q1: 20,045 shares; 2025Q2: 24,644 shares; 2025Q3: 26,365 shares; 2025Q4: 25,045 shares 25,045 $2.48M 0.06% -1,320 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,682 shares; 2024Q4: 8,765 shares; 2025Q1: 8,918 shares; 2025Q2: 9,433 shares; 2025Q3: 8,361 shares; 2025Q4: 8,359 shares 8,359 $2.41M 0.06% -2 Timeline VIGI 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: 22,936 shares; 2024Q4: 25,256 shares; 2025Q1: 25,294 shares; 2025Q2: 26,968 shares; 2025Q3: 26,915 shares; 2025Q4: 26,359 shares 26,359 $2.41M 0.06% -556 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: 152,440 shares; 2024Q4: 150,787 shares; 2025Q1: 119,086 shares; 2025Q2: 103,782 shares; 2025Q3: 99,665 shares; 2025Q4: 96,807 shares 96,807 $2.4M 0.06% -2,858 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: 25,510 shares; 2024Q4: 76,715 shares; 2025Q1: 76,842 shares; 2025Q2: 76,922 shares; 2025Q3: 77,001 shares; 2025Q4: 77,847 shares 77,847 $2.34M 0.05% +846 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: 7,631 shares; 2024Q4: 7,881 shares; 2025Q1: 7,231 shares; 2025Q2: 10,149 shares; 2025Q3: 10,253 shares; 2025Q4: 10,235 shares 10,235 $2.34M 0.05% -18 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: 1,944 shares; 2024Q4: 1,949 shares; 2025Q1: 1,997 shares; 2025Q2: 2,152 shares; 2025Q3: 2,331 shares; 2025Q4: 2,639 shares 2,639 $2.32M 0.05% +308 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: 21,057 shares; 2024Q4: 20,365 shares; 2025Q1: 18,224 shares; 2025Q2: 18,582 shares; 2025Q3: 18,782 shares; 2025Q4: 18,839 shares 18,839 $2.21M 0.05% +57 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,455 shares; 2024Q4: 47,176 shares; 2025Q1: 47,826 shares; 2025Q2: 47,633 shares; 2025Q3: 47,598 shares; 2025Q4: 44,950 shares 44,950 $2.2M 0.05% -2,648 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,654 shares; 2024Q4: 25,350 shares; 2025Q1: 25,372 shares; 2025Q2: 24,864 shares; 2025Q3: 24,480 shares; 2025Q4: 23,752 shares 23,752 $2.18M 0.05% -728 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,253 shares; 2024Q4: 16,592 shares; 2025Q1: 16,640 shares; 2025Q2: 16,632 shares; 2025Q3: 16,538 shares; 2025Q4: 17,728 shares 17,728 $2.18M 0.05% +1,190 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: 24,214 shares; 2024Q4: 31,127 shares; 2025Q1: 34,997 shares; 2025Q2: 35,034 shares; 2025Q3: 37,945 shares; 2025Q4: 47,596 shares 47,596 $2.15M 0.05% +9,651 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: 4,260 shares; 2024Q4: 4,260 shares; 2025Q1: 4,243 shares; 2025Q2: 4,305 shares; 2025Q3: 4,253 shares; 2025Q4: 4,317 shares 4,317 $2.11M 0.05% +64 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: 27,781 shares; 2024Q4: 28,011 shares; 2025Q1: 24,535 shares; 2025Q2: 24,987 shares; 2025Q3: 24,193 shares; 2025Q4: 22,450 shares 22,450 $2.09M 0.05% -1,743 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: 2,962 shares; 2024Q4: 3,019 shares; 2025Q1: 2,926 shares; 2025Q2: 3,197 shares; 2025Q3: 3,471 shares; 2025Q4: 3,583 shares 3,583 $2.04M 0.05% +112 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,845 shares 30,845 $2.02M 0.05% new 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: 27,249 shares; 2024Q4: 54,752 shares; 2025Q1: 57,886 shares; 2025Q2: 66,994 shares; 2025Q3: 68,471 shares; 2025Q4: 69,729 shares 69,729 $1.99M 0.05% +1,258 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: 32,182 shares; 2024Q4: 32,212 shares; 2025Q1: 32,031 shares; 2025Q2: 33,496 shares; 2025Q3: 33,182 shares; 2025Q4: 34,227 shares 34,227 $1.97M 0.05% +1,045 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,691 shares; 2024Q4: 31,142 shares; 2025Q1: 31,150 shares; 2025Q2: 33,832 shares; 2025Q3: 33,785 shares; 2025Q4: 36,543 shares 36,543 $1.97M 0.05% +2,758 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: 9,923 shares; 2024Q4: 10,640 shares; 2025Q1: 10,752 shares; 2025Q2: 9,699 shares; 2025Q3: 9,260 shares; 2025Q4: 9,993 shares 9,993 $1.95M 0.05% +733 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,704 shares; 2025Q1: 6,895 shares; 2025Q2: 6,868 shares; 2025Q3: 6,816 shares; 2025Q4: 6,674 shares 6,674 $1.94M 0.04% -142 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: 26,503 shares; 2024Q4: 26,084 shares; 2025Q1: 25,470 shares; 2025Q2: 25,470 shares; 2025Q3: 25,463 shares; 2025Q4: 25,460 shares 25,460 $1.89M 0.04% -3 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: 33,858 shares; 2024Q4: 32,674 shares; 2025Q1: 21,904 shares; 2025Q2: 23,865 shares; 2025Q3: 24,673 shares; 2025Q4: 24,513 shares 24,513 $1.89M 0.04% -160 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: 18,869 shares; 2024Q4: 18,908 shares; 2025Q1: 18,918 shares; 2025Q2: 18,918 shares; 2025Q3: 25,389 shares; 2025Q4: 29,155 shares 29,155 $1.88M 0.04% +3,766 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: 22,527 shares; 2024Q4: 61,604 shares; 2025Q1: 60,704 shares; 2025Q2: 72,795 shares; 2025Q3: 72,886 shares; 2025Q4: 70,228 shares 70,228 $1.84M 0.04% -2,658 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: 7,407 shares; 2024Q4: 7,389 shares; 2025Q1: 6,857 shares; 2025Q2: 6,860 shares; 2025Q3: 4,996 shares; 2025Q4: 4,921 shares 4,921 $1.82M 0.04% -75 Timeline FNDB 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: 19,670 shares; 2024Q4: 52,107 shares; 2025Q1: 48,949 shares; 2025Q2: 49,107 shares; 2025Q3: 56,847 shares; 2025Q4: 67,175 shares 67,175 $1.78M 0.04% +10,328 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: 11,421 shares; 2024Q4: 11,257 shares; 2025Q1: 11,503 shares; 2025Q2: 14,049 shares; 2025Q3: 14,031 shares; 2025Q4: 14,074 shares 14,074 $1.76M 0.04% +43 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: 25,878 shares; 2024Q4: 27,716 shares; 2025Q1: 28,847 shares; 2025Q2: 34,481 shares; 2025Q3: 33,944 shares; 2025Q4: 32,598 shares 32,598 $1.74M 0.04% -1,346 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: 1,978 shares; 2024Q4: 1,980 shares; 2025Q1: 1,845 shares; 2025Q2: 2,396 shares; 2025Q3: 2,909 shares; 2025Q4: 3,354 shares 3,354 $1.71M 0.04% +445 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: 17,828 shares; 2024Q4: 15,660 shares; 2025Q1: 15,713 shares; 2025Q2: 14,806 shares; 2025Q3: 14,894 shares; 2025Q4: 16,673 shares 16,673 $1.71M 0.04% +1,779 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,571 shares 22,571 $1.68M 0.04% new 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: 21,352 shares; 2024Q4: 21,008 shares; 2025Q1: 21,531 shares; 2025Q2: 16,782 shares; 2025Q3: 16,834 shares; 2025Q4: 16,203 shares 16,203 $1.62M 0.04% -631 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: 15,068 shares; 2024Q4: 15,433 shares; 2025Q1: 16,363 shares; 2025Q2: 16,477 shares; 2025Q3: 16,201 shares; 2025Q4: 14,856 shares 14,856 $1.56M 0.04% -1,345 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 16,416 shares; 2025Q4: 16,527 shares 16,527 $1.56M 0.04% +111 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: 26,143 shares; 2024Q4: 25,374 shares; 2025Q1: 23,628 shares; 2025Q2: 23,472 shares; 2025Q3: 23,608 shares; 2025Q4: 21,605 shares 21,605 $1.54M 0.04% -2,003 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,083 shares 23,083 $1.51M 0.04% new 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: 15,767 shares; 2024Q4: 15,784 shares; 2025Q1: 15,684 shares; 2025Q2: 15,664 shares; 2025Q3: 15,824 shares; 2025Q4: 15,587 shares 15,587 $1.5M 0.03% -237 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: 4,207 shares; 2024Q4: 4,207 shares; 2025Q1: 4,207 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 4,438 shares 4,438 $1.4M 0.03% +231 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: 8,228 shares; 2024Q4: 8,241 shares; 2025Q1: 8,844 shares; 2025Q2: 8,806 shares; 2025Q3: 8,700 shares; 2025Q4: 8,732 shares 8,732 $1.34M 0.03% +32 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 9,958 shares; 2025Q1: 10,966 shares; 2025Q2: 11,033 shares; 2025Q3: 9,682 shares; 2025Q4: 9,702 shares 9,702 $1.34M 0.03% +20 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,289 shares; 2024Q4: 10,679 shares; 2025Q1: 10,940 shares; 2025Q2: 10,790 shares; 2025Q3: 10,596 shares; 2025Q4: 9,994 shares 9,994 $1.33M 0.03% -602 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,722 shares; 2025Q1: 16,722 shares; 2025Q2: 25,685 shares; 2025Q3: 26,378 shares; 2025Q4: 34,435 shares 34,435 $1.32M 0.03% +8,057 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,539 shares; 2025Q1: 1,514 shares; 2025Q2: 1,567 shares; 2025Q3: 1,538 shares; 2025Q4: 1,600 shares 1,600 $1.31M 0.03% +62 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: 4,000 shares; 2024Q4: 4,003 shares; 2025Q1: 4,046 shares; 2025Q2: 4,072 shares; 2025Q3: 4,167 shares; 2025Q4: 4,168 shares 4,168 $1.28M 0.03% +1 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: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,718 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares 3,108 $1.28M 0.03% 0 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: 742 shares; 2024Q4: 776 shares; 2025Q1: 817 shares; 2025Q2: 1,007 shares; 2025Q3: 1,135 shares; 2025Q4: 1,187 shares 1,187 $1.27M 0.03% +52 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: 3,009 shares; 2024Q4: 3,010 shares; 2025Q1: 2,965 shares; 2025Q2: 2,993 shares; 2025Q3: 2,803 shares; 2025Q4: 2,801 shares 2,801 $1.26M 0.03% -2 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 6,150 shares; 2025Q1: 6,128 shares; 2025Q2: 6,129 shares; 2025Q3: 6,130 shares; 2025Q4: 6,002 shares 6,002 $1.25M 0.03% -128 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: 3,014 shares; 2024Q4: 2,943 shares; 2025Q1: 2,743 shares; 2025Q2: 2,995 shares; 2025Q3: 3,076 shares; 2025Q4: 2,535 shares 2,535 $1.23M 0.03% -541 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: 2,003 shares; 2024Q4: 1,798 shares; 2025Q1: 2,198 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 2,564 shares 2,564 $1.21M 0.03% +368 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 1,883 shares; 2025Q1: 1,679 shares; 2025Q2: not reported; 2025Q3: 5,911 shares; 2025Q4: 6,668 shares 6,668 $1.21M 0.03% +757 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: 3,663 shares; 2024Q4: 3,644 shares; 2025Q1: 3,633 shares; 2025Q2: 5,113 shares; 2025Q3: 5,110 shares; 2025Q4: 5,240 shares 5,240 $1.21M 0.03% +130 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: 44,763 shares; 2024Q4: 31,369 shares; 2025Q1: 40,797 shares; 2025Q2: 40,836 shares; 2025Q3: 41,439 shares; 2025Q4: 48,634 shares 48,634 $1.21M 0.03% +7,195 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,014 shares; 2024Q4: 25,014 shares; 2025Q1: 25,003 shares; 2025Q2: 24,933 shares; 2025Q3: 24,933 shares; 2025Q4: 24,565 shares 24,565 $1.19M 0.03% -368 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: 10,268 shares; 2024Q4: 10,459 shares; 2025Q1: 9,311 shares; 2025Q2: 9,736 shares; 2025Q3: 11,098 shares; 2025Q4: 10,462 shares 10,462 $1.19M 0.03% -636 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,602 shares; 2024Q4: 16,519 shares; 2025Q1: 16,469 shares; 2025Q2: 16,473 shares; 2025Q3: 16,386 shares; 2025Q4: 16,184 shares 16,184 $1.19M 0.03% -202 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 9,844 shares; 2025Q1: 9,861 shares; 2025Q2: 15,155 shares; 2025Q3: 13,200 shares; 2025Q4: 13,211 shares 13,211 $1.19M 0.03% +11 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: 2,525 shares; 2024Q4: 4,990 shares; 2025Q1: 6,147 shares; 2025Q2: 6,147 shares; 2025Q3: 6,162 shares; 2025Q4: 6,297 shares 6,297 $1.16M 0.03% +135 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,815 shares; 2024Q4: 58,390 shares; 2025Q1: 44,980 shares; 2025Q2: 44,862 shares; 2025Q3: 44,862 shares; 2025Q4: 67,135 shares 67,135 $1.16M 0.03% +22,273 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,889 shares; 2024Q4: 9,474 shares; 2025Q1: 9,378 shares; 2025Q2: 8,912 shares; 2025Q3: 8,659 shares; 2025Q4: 8,269 shares 8,269 $1.16M 0.03% -390 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: 4,089 shares; 2024Q4: 3,531 shares; 2025Q1: 3,339 shares; 2025Q2: 3,446 shares; 2025Q3: 3,448 shares; 2025Q4: 3,275 shares 3,275 $1.15M 0.03% -173 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,641 shares; 2025Q1: 2,820 shares; 2025Q2: 2,436 shares; 2025Q3: 9,885 shares; 2025Q4: 13,308 shares 13,308 $1.15M 0.03% +3,423 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,505 shares; 2025Q1: 2,005 shares; 2025Q2: 1,977 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $1.12M 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,237 shares; 2024Q4: 10,436 shares; 2025Q1: 10,448 shares; 2025Q2: 10,728 shares; 2025Q3: 10,568 shares; 2025Q4: 11,051 shares 11,051 $1.11M 0.03% +483 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: 19,840 shares; 2024Q4: 19,030 shares; 2025Q1: 19,609 shares; 2025Q2: 19,459 shares; 2025Q3: 19,313 shares; 2025Q4: 19,045 shares 19,045 $1.11M 0.03% -268 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: 9,337 shares; 2024Q4: 9,348 shares; 2025Q1: 8,789 shares; 2025Q2: 8,796 shares; 2025Q3: 9,054 shares; 2025Q4: 16,809 shares 16,809 $1.11M 0.03% +7,755 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: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 6,741 shares; 2025Q2: 7,058 shares; 2025Q3: 7,269 shares; 2025Q4: 7,746 shares 7,746 $1.09M 0.03% +477 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 4,750 shares; 2025Q1: 11,141 shares; 2025Q2: 13,411 shares; 2025Q3: 15,766 shares; 2025Q4: 11,156 shares 11,156 $1.09M 0.03% -4,610 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: 20,723 shares; 2024Q4: 20,743 shares; 2025Q1: 20,443 shares; 2025Q2: 20,559 shares; 2025Q3: 20,150 shares; 2025Q4: 19,802 shares 19,802 $1.07M 0.02% -348 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: 5,924 shares; 2024Q4: 5,924 shares; 2025Q1: 5,553 shares; 2025Q2: 5,897 shares; 2025Q3: 5,897 shares; 2025Q4: 5,897 shares 5,897 $1.05M 0.02% 0 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: 4,844 shares; 2024Q4: 4,292 shares; 2025Q1: 4,421 shares; 2025Q2: 5,415 shares; 2025Q3: 5,438 shares; 2025Q4: 5,353 shares 5,353 $1.04M 0.02% -85 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 38,645 shares; 2025Q3: 38,565 shares; 2025Q4: 23,897 shares 23,897 $1.04M 0.02% -14,668 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: 13,666 shares; 2024Q4: 13,668 shares; 2025Q1: 13,671 shares; 2025Q2: 13,582 shares; 2025Q3: 13,392 shares; 2025Q4: 13,148 shares 13,148 $1.04M 0.02% -244 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: 2,400 shares; 2024Q4: 3,010 shares; 2025Q1: 3,263 shares; 2025Q2: 3,375 shares; 2025Q3: 3,202 shares; 2025Q4: 3,254 shares 3,254 $989K 0.02% +52 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD 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: 4,430 shares; 2025Q3: 5,507 shares; 2025Q4: 5,406 shares 5,406 $985K 0.02% -101 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $984K 0.02% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 43,101 shares; 2025Q3: 44,271 shares; 2025Q4: 61,086 shares 61,086 $982K 0.02% +16,815 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: 8,188 shares; 2024Q4: 8,085 shares; 2025Q1: 6,437 shares; 2025Q2: 6,938 shares; 2025Q3: 6,982 shares; 2025Q4: 6,783 shares 6,783 $974K 0.02% -199 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,112 shares; 2024Q4: 9,643 shares; 2025Q1: 9,233 shares; 2025Q2: 36,254 shares; 2025Q3: 36,731 shares; 2025Q4: 36,664 shares 36,664 $955K 0.02% -67 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: 5,855 shares; 2024Q4: 1,359 shares; 2025Q1: 4,479 shares; 2025Q2: 4,375 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares 4,375 $950K 0.02% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 10,960 shares; 2025Q2: 13,361 shares; 2025Q3: 13,668 shares; 2025Q4: 13,669 shares 13,669 $949K 0.02% +1 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: 4,347 shares; 2024Q4: 5,125 shares; 2025Q1: 3,750 shares; 2025Q2: 5,473 shares; 2025Q3: 5,351 shares; 2025Q4: 5,410 shares 5,410 $939K 0.02% +59 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: 1,565 shares; 2024Q4: 1,886 shares; 2025Q1: 2,882 shares; 2025Q2: 3,459 shares; 2025Q3: 3,499 shares; 2025Q4: 3,504 shares 3,504 $928K 0.02% +5 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 2,835 shares; 2025Q1: 2,620 shares; 2025Q2: 2,767 shares; 2025Q3: 2,769 shares; 2025Q4: 2,747 shares 2,747 $928K 0.02% -22 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: 28,269 shares; 2024Q4: 28,269 shares; 2025Q1: 28,269 shares; 2025Q2: 28,329 shares; 2025Q3: 28,269 shares; 2025Q4: 28,269 shares 28,269 $925K 0.02% 0 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: 7,794 shares; 2024Q4: 8,463 shares; 2025Q1: 8,306 shares; 2025Q2: 9,820 shares; 2025Q3: 9,821 shares; 2025Q4: 9,821 shares 9,821 $919K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,847 shares; 2025Q1: 1,964 shares; 2025Q2: 3,713 shares; 2025Q3: 3,715 shares; 2025Q4: 3,718 shares 3,718 $916K 0.02% +3 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: 2,825 shares; 2024Q4: 2,859 shares; 2025Q1: 2,735 shares; 2025Q2: 3,748 shares; 2025Q3: 3,796 shares; 2025Q4: 3,770 shares 3,770 $909K 0.02% -26 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 11,602 shares; 2025Q1: 11,602 shares; 2025Q2: 11,794 shares; 2025Q3: 11,637 shares; 2025Q4: 12,436 shares 12,436 $904K 0.02% +799 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,103 shares; 2025Q1: 31,739 shares; 2025Q2: 37,981 shares; 2025Q3: 45,970 shares; 2025Q4: 46,913 shares 46,913 $897K 0.02% +943 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: 7,867 shares; 2024Q4: 7,500 shares; 2025Q1: 7,503 shares; 2025Q2: 8,120 shares; 2025Q3: 8,123 shares; 2025Q4: 8,126 shares 8,126 $896K 0.02% +3 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,699 shares; 2024Q4: 50,735 shares; 2025Q1: 52,975 shares; 2025Q2: 83,103 shares; 2025Q3: 83,158 shares; 2025Q4: 82,195 shares 82,195 $881K 0.02% -963 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 18,317 shares; 2025Q1: 18,296 shares; 2025Q2: 14,163 shares; 2025Q3: 14,037 shares; 2025Q4: 13,670 shares 13,670 $880K 0.02% -367 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,679 shares; 2024Q4: 14,479 shares; 2025Q1: 13,936 shares; 2025Q2: 13,736 shares; 2025Q3: 11,296 shares; 2025Q4: 10,900 shares 10,900 $873K 0.02% -396 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,703 shares; 2024Q4: 34,695 shares; 2025Q1: 33,709 shares; 2025Q2: 33,655 shares; 2025Q3: 33,660 shares; 2025Q4: 32,987 shares 32,987 $868K 0.02% -673 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: 18,841 shares; 2024Q4: 17,255 shares; 2025Q1: 17,255 shares; 2025Q2: 17,510 shares; 2025Q3: 17,255 shares; 2025Q4: 17,255 shares 17,255 $861K 0.02% 0 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: 9,365 shares; 2024Q4: 10,432 shares; 2025Q1: 10,487 shares; 2025Q2: 10,546 shares; 2025Q3: 10,369 shares; 2025Q4: 10,402 shares 10,402 $858K 0.02% +33 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: 5,880 shares; 2024Q4: 5,880 shares; 2025Q1: 6,510 shares; 2025Q2: 6,501 shares; 2025Q3: 6,501 shares; 2025Q4: 6,196 shares 6,196 $854K 0.02% -305 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 6,855 shares; 2025Q3: 6,818 shares; 2025Q4: 6,662 shares 6,662 $837K 0.02% -156 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: 2,461 shares; 2024Q4: 2,644 shares; 2025Q1: 2,924 shares; 2025Q2: 2,547 shares; 2025Q3: 2,489 shares; 2025Q4: 2,533 shares 2,533 $836K 0.02% +44 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: 27,330 shares; 2024Q4: 14,112 shares; 2025Q1: 14,114 shares; 2025Q2: 14,095 shares; 2025Q3: 14,097 shares; 2025Q4: 13,778 shares 13,778 $828K 0.02% -319 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,696 shares; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,891 shares; 2025Q4: 1,856 shares 1,856 $825K 0.02% -35 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: 4,778 shares; 2024Q4: 4,572 shares; 2025Q1: 4,572 shares; 2025Q2: 5,212 shares; 2025Q3: 5,212 shares; 2025Q4: 4,984 shares 4,984 $807K 0.02% -228 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,343 shares 2,343 $804K 0.02% new 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: 20,913 shares; 2024Q4: 20,913 shares; 2025Q1: 20,913 shares; 2025Q2: 20,913 shares; 2025Q3: 20,913 shares; 2025Q4: 20,913 shares 20,913 $796K 0.02% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,574 shares; 2025Q1: 16,190 shares; 2025Q2: 10,574 shares; 2025Q3: 10,574 shares; 2025Q4: 20,443 shares 20,443 $791K 0.02% +9,869 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: 7,837 shares; 2024Q4: 24,352 shares; 2025Q1: 16,859 shares; 2025Q2: 16,641 shares; 2025Q3: 27,729 shares; 2025Q4: 28,576 shares 28,576 $784K 0.02% +847 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,969 shares; 2024Q4: 7,863 shares; 2025Q1: 8,867 shares; 2025Q2: 8,871 shares; 2025Q3: 8,875 shares; 2025Q4: 8,878 shares 8,878 $773K 0.02% +3 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: 8,845 shares; 2024Q4: 7,461 shares; 2025Q1: 7,319 shares; 2025Q2: 7,252 shares; 2025Q3: 7,203 shares; 2025Q4: 7,000 shares 7,000 $772K 0.02% -203 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 475 shares; 2025Q1: 573 shares; 2025Q2: 570 shares; 2025Q3: 580 shares; 2025Q4: 577 shares 577 $767K 0.02% -3 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,071 shares; 2025Q1: 3,061 shares; 2025Q2: 3,061 shares; 2025Q3: 2,369 shares; 2025Q4: 2,270 shares 2,270 $764K 0.02% -99 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,398 shares; 2025Q3: 3,537 shares; 2025Q4: 4,255 shares 4,255 $756K 0.02% +718 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 7,939 shares; 2025Q1: 7,947 shares; 2025Q2: 7,884 shares; 2025Q3: 7,516 shares; 2025Q4: 7,503 shares 7,503 $745K 0.02% -13 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: 154 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 162 shares; 2025Q4: 137 shares 137 $734K 0.02% -25 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 4,534 shares; 2025Q2: 3,900 shares; 2025Q3: 4,000 shares; 2025Q4: 3,550 shares 3,550 $728K 0.02% -450 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: 4,811 shares; 2024Q4: 4,853 shares; 2025Q1: 6,003 shares; 2025Q2: 8,738 shares; 2025Q3: 9,099 shares; 2025Q4: 8,987 shares 8,987 $721K 0.02% -112 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: 2,604 shares; 2024Q4: 2,594 shares; 2025Q1: 2,594 shares; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares 2,594 $714K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 676 shares; 2025Q3: 737 shares; 2025Q4: 7,530 shares 7,530 $706K 0.02% +6,793 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,908 shares; 2025Q1: 1,870 shares; 2025Q2: 2,813 shares; 2025Q3: 2,834 shares; 2025Q4: 2,837 shares 2,837 $701K 0.02% +3 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,396 shares; 2024Q4: 11,575 shares; 2025Q1: 11,514 shares; 2025Q2: 11,899 shares; 2025Q3: 11,508 shares; 2025Q4: 11,552 shares 11,552 $697K 0.02% +44 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: 1,845 shares; 2024Q4: 1,863 shares; 2025Q1: 1,878 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares 1,860 $695K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,056 shares; 2025Q3: 7,056 shares; 2025Q4: 7,056 shares 7,056 $684K 0.02% 0 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: 8,217 shares; 2024Q4: 7,805 shares; 2025Q1: 7,781 shares; 2025Q2: 7,846 shares; 2025Q3: 7,586 shares; 2025Q4: 14,907 shares 14,907 $666K 0.02% +7,321 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,727 shares; 2025Q1: 4,727 shares; 2025Q2: 4,727 shares; 2025Q3: 4,727 shares; 2025Q4: 4,727 shares 4,727 $642K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,633 shares; 2024Q4: 6,614 shares; 2025Q1: 8,292 shares; 2025Q2: 8,156 shares; 2025Q3: 8,124 shares; 2025Q4: 8,106 shares 8,106 $642K 0.01% -18 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,289 shares; 2024Q4: 7,795 shares; 2025Q1: 20,568 shares; 2025Q2: 20,585 shares; 2025Q3: 18,215 shares; 2025Q4: 18,312 shares 18,312 $636K 0.01% +97 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: 1,284 shares; 2024Q4: 1,271 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares 1,204 $629K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,310 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares 4,630 $609K 0.01% 0 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,722 shares; 2025Q1: 16,722 shares; 2025Q2: 16,722 shares; 2025Q3: 16,722 shares; 2025Q4: 16,722 shares 16,722 $602K 0.01% 0 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: 4,247 shares; 2024Q4: 4,247 shares; 2025Q1: 4,247 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 6,476 shares 6,476 $598K 0.01% +2,526 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 1,390 shares 1,390 $593K 0.01% +53 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: 19,180 shares; 2024Q4: 18,211 shares; 2025Q1: 13,735 shares; 2025Q2: 13,845 shares; 2025Q3: 10,796 shares; 2025Q4: 9,888 shares 9,888 $589K 0.01% -908 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: 824 shares; 2024Q4: 824 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 2,034 shares 2,034 $584K 0.01% +1,356 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,207 shares; 2025Q1: 1,209 shares; 2025Q2: 1,684 shares; 2025Q3: 1,756 shares; 2025Q4: 1,789 shares 1,789 $580K 0.01% +33 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,406 shares; 2024Q4: 13,406 shares; 2025Q1: 13,406 shares; 2025Q2: 13,406 shares; 2025Q3: 13,406 shares; 2025Q4: 13,231 shares 13,231 $577K 0.01% -175 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: not reported; 2024Q4: not reported; 2025Q1: 4,986 shares; 2025Q2: 4,827 shares; 2025Q3: 4,828 shares; 2025Q4: 4,908 shares 4,908 $573K 0.01% +80 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: 9,808 shares; 2024Q4: 9,889 shares; 2025Q1: 9,889 shares; 2025Q2: 9,989 shares; 2025Q3: 9,989 shares; 2025Q4: 12,861 shares 12,861 $571K 0.01% +2,872 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,759 shares; 2024Q4: 29,801 shares; 2025Q1: 28,903 shares; 2025Q2: 28,373 shares; 2025Q3: 28,370 shares; 2025Q4: 28,147 shares 28,147 $569K 0.01% -223 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: 674 shares; 2024Q4: 646 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 734 shares; 2025Q4: 3,680 shares 3,680 $564K 0.01% +2,946 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: 9,837 shares; 2024Q4: 10,987 shares; 2025Q1: 6,474 shares; 2025Q2: 6,474 shares; 2025Q3: 9,662 shares; 2025Q4: 11,631 shares 11,631 $556K 0.01% +1,969 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: 15,301 shares; 2024Q4: 15,817 shares; 2025Q1: 15,779 shares; 2025Q2: 15,182 shares; 2025Q3: 15,220 shares; 2025Q4: 15,300 shares 15,300 $555K 0.01% +80 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: 1,336 shares; 2024Q4: 1,290 shares; 2025Q1: 1,649 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,567 shares 1,567 $548K 0.01% -53 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: 3,747 shares; 2024Q4: 3,407 shares; 2025Q1: 3,407 shares; 2025Q2: 4,109 shares; 2025Q3: 4,109 shares; 2025Q4: 4,109 shares 4,109 $545K 0.01% 0 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: 8,225 shares; 2024Q4: 8,365 shares; 2025Q1: 7,382 shares; 2025Q2: 7,807 shares; 2025Q3: 7,897 shares; 2025Q4: 8,019 shares 8,019 $539K 0.01% +122 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: 9,209 shares; 2024Q4: 9,306 shares; 2025Q1: 9,355 shares; 2025Q2: 9,449 shares; 2025Q3: 10,694 shares; 2025Q4: 10,603 shares 10,603 $533K 0.01% -91 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,051 shares; 2024Q4: 18,051 shares; 2025Q1: 18,104 shares; 2025Q2: 18,104 shares; 2025Q3: 18,104 shares; 2025Q4: 17,989 shares 17,989 $530K 0.01% -115 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,225 shares; 2024Q4: 13,225 shares; 2025Q1: 13,275 shares; 2025Q2: 13,275 shares; 2025Q3: 13,261 shares; 2025Q4: 13,065 shares 13,065 $518K 0.01% -196 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: 2,650 shares; 2024Q4: 2,649 shares; 2025Q1: 2,664 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 3,002 shares 3,002 $514K 0.01% 0 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: 22,500 shares; 2024Q4: 17,391 shares; 2025Q1: 18,562 shares; 2025Q2: 17,062 shares; 2025Q3: 15,844 shares; 2025Q4: 13,594 shares 13,594 $502K 0.01% -2,250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,783 shares; 2025Q4: 3,461 shares 3,461 $498K 0.01% +1,678 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: 3,939 shares; 2024Q4: 3,939 shares; 2025Q1: 3,461 shares; 2025Q2: 3,561 shares; 2025Q3: 3,461 shares; 2025Q4: 3,461 shares 3,461 $497K 0.01% 0 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: not reported; 2025Q4: 3,912 shares 3,912 $496K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,693 shares; 2025Q3: 7,094 shares; 2025Q4: 11,040 shares 11,040 $492K 0.01% +3,946 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: 4,287 shares; 2024Q4: 3,956 shares; 2025Q1: 3,960 shares; 2025Q2: 3,963 shares; 2025Q3: 3,971 shares; 2025Q4: 3,975 shares 3,975 $490K 0.01% +4 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: 459 shares; 2024Q4: 730 shares; 2025Q1: 603 shares; 2025Q2: 580 shares; 2025Q3: 578 shares; 2025Q4: 642 shares 642 $484K 0.01% +64 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: 763 shares; 2024Q4: 402 shares; 2025Q1: 522 shares; 2025Q2: 757 shares; 2025Q3: 735 shares; 2025Q4: 818 shares 818 $474K 0.01% +83 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $467K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,274 shares; 2025Q4: 2,717 shares 2,717 $465K 0.01% -557 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: 6,758 shares; 2024Q4: 6,452 shares; 2025Q1: 6,491 shares; 2025Q2: 6,854 shares; 2025Q3: 7,007 shares; 2025Q4: 10,090 shares 10,090 $463K 0.01% +3,083 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 1,537 shares; 2025Q1: 1,536 shares; 2025Q2: 2,401 shares; 2025Q3: 2,432 shares; 2025Q4: 2,434 shares 2,434 $458K 0.01% +2 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 3,863 shares; 2025Q1: 3,863 shares; 2025Q2: 3,863 shares; 2025Q3: 3,863 shares; 2025Q4: 3,863 shares 3,863 $453K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,733 shares; 2025Q3: 5,733 shares; 2025Q4: 9,964 shares 9,964 $453K 0.01% +4,231 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: 10,008 shares; 2024Q4: 9,980 shares; 2025Q1: 10,400 shares; 2025Q2: 10,360 shares; 2025Q3: 10,400 shares; 2025Q4: 11,537 shares 11,537 $452K 0.01% +1,137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,406 shares; 2025Q4: 6,402 shares 6,402 $444K 0.01% -4 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: 5,704 shares; 2024Q4: 5,241 shares; 2025Q1: 4,733 shares; 2025Q2: 4,733 shares; 2025Q3: 4,733 shares; 2025Q4: 4,263 shares 4,263 $444K 0.01% -470 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,308 shares; 2025Q1: 1,308 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 2,305 shares 2,305 $442K 0.01% +895 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: 558 shares; 2025Q3: 671 shares; 2025Q4: 671 shares 671 $439K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,951 shares; 2025Q1: 3,233 shares; 2025Q2: 3,213 shares; 2025Q3: 3,230 shares; 2025Q4: 4,826 shares 4,826 $432K 0.01% +1,596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,319 shares; 2025Q3: 3,319 shares; 2025Q4: 3,319 shares 3,319 $428K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,773 shares; 2025Q1: 1,835 shares; 2025Q2: 1,837 shares; 2025Q3: 1,735 shares; 2025Q4: 1,751 shares 1,751 $425K 0.01% +16 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,051 shares; 2025Q1: 3,051 shares; 2025Q2: 3,051 shares; 2025Q3: 3,051 shares; 2025Q4: 2,494 shares 2,494 $425K 0.01% -557 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 2,222 shares; 2025Q3: 2,197 shares; 2025Q4: 2,197 shares 2,197 $408K 0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,531 shares; 2024Q4: 34,505 shares; 2025Q1: 33,236 shares; 2025Q2: 32,467 shares; 2025Q3: 30,288 shares; 2025Q4: 29,981 shares 29,981 $407K 0.01% -307 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,572 shares; 2024Q4: 22,572 shares; 2025Q1: 22,572 shares; 2025Q2: 22,572 shares; 2025Q3: 22,572 shares; 2025Q4: 22,572 shares 22,572 $400K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 2,679 shares; 2025Q1: 3,179 shares; 2025Q2: 3,329 shares; 2025Q3: 3,329 shares; 2025Q4: 3,329 shares 3,329 $399K 0.01% 0 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: 3,794 shares; 2024Q4: 3,794 shares; 2025Q1: 3,793 shares; 2025Q2: 4,838 shares; 2025Q3: 4,838 shares; 2025Q4: 3,793 shares 3,793 $398K 0.01% -1,045 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,948 shares; 2025Q1: 4,949 shares; 2025Q2: 3,322 shares; 2025Q3: 3,120 shares; 2025Q4: 4,958 shares 4,958 $398K 0.01% +1,838 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: 1,583 shares; 2024Q4: 1,964 shares; 2025Q1: 1,837 shares; 2025Q2: 1,790 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares 1,852 $396K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 364 shares; 2025Q3: 264 shares; 2025Q4: 439 shares 439 $386K 0.01% +175 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: 1,866 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,952 shares; 2025Q3: 1,660 shares; 2025Q4: 1,658 shares 1,658 $379K 0.01% -2 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: 4,465 shares; 2024Q4: 4,365 shares; 2025Q1: 5,192 shares; 2025Q2: 5,192 shares; 2025Q3: 5,192 shares; 2025Q4: 4,764 shares 4,764 $375K 0.01% -428 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: 4,987 shares; 2024Q4: 4,554 shares; 2025Q1: 4,558 shares; 2025Q2: 5,512 shares; 2025Q3: 5,354 shares; 2025Q4: 4,439 shares 4,439 $374K 0.01% -915 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: 1,676 shares; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares 1,629 $371K 0.01% 0 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: 2,437 shares; 2024Q4: 2,438 shares; 2025Q1: 2,162 shares; 2025Q2: 2,178 shares; 2025Q3: 3,103 shares; 2025Q4: 3,083 shares 3,083 $371K 0.01% -20 Timeline PJP 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: 3,475 shares; 2024Q4: 3,475 shares; 2025Q1: 3,475 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares 3,475 $363K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares 539 $363K 0.01% new 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: not reported; 2024Q4: 21,920 shares; 2025Q1: 21,920 shares; 2025Q2: 21,920 shares; 2025Q3: 21,920 shares; 2025Q4: 21,920 shares 21,920 $361K 0.01% 0 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: 1,033 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,093 shares 1,093 $358K 0.01% -206 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: 2,994 shares; 2024Q4: 3,359 shares; 2025Q1: 3,369 shares; 2025Q2: 3,381 shares; 2025Q3: 2,920 shares; 2025Q4: 2,936 shares 2,936 $357K 0.01% +16 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: 14,424 shares; 2024Q4: 12,962 shares; 2025Q1: 12,962 shares; 2025Q2: 12,712 shares; 2025Q3: 12,712 shares; 2025Q4: 12,712 shares 12,712 $344K 0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,981 shares; 2024Q4: 14,981 shares; 2025Q1: 16,950 shares; 2025Q2: 16,950 shares; 2025Q3: 16,950 shares; 2025Q4: 16,950 shares 16,950 $344K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,142 shares; 2025Q4: 1,143 shares 1,143 $336K 0.01% +1 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: 2,377 shares; 2024Q4: 2,377 shares; 2025Q1: 2,377 shares; 2025Q2: 2,377 shares; 2025Q3: 2,377 shares; 2025Q4: 2,377 shares 2,377 $336K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,163 shares; 2025Q1: 1,130 shares; 2025Q2: 1,088 shares; 2025Q3: 1,073 shares; 2025Q4: 1,074 shares 1,074 $333K 0.01% +1 Timeline UPRO 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: 2,682 shares; 2024Q4: 2,682 shares; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 2,877 shares; 2025Q4: 2,877 shares 2,877 $333K 0.01% 0 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: 732 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares 732 $332K 0.01% 0 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: 1,473 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,461 shares; 2025Q3: 1,600 shares; 2025Q4: 1,574 shares 1,574 $331K 0.01% -26 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: 7,365 shares; 2025Q1: 7,390 shares; 2025Q2: 6,432 shares; 2025Q3: 6,432 shares; 2025Q4: 6,432 shares 6,432 $327K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares 1,585 $326K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 882 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 761 shares 761 $321K 0.01% -8 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: not reported; 2024Q4: 461 shares; 2025Q1: 704 shares; 2025Q2: 1,579 shares; 2025Q3: 704 shares; 2025Q4: 544 shares 544 $308K 0.01% -160 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: 14,665 shares; 2024Q4: 13,750 shares; 2025Q1: 13,622 shares; 2025Q2: 14,920 shares; 2025Q3: 13,861 shares; 2025Q4: 10,247 shares 10,247 $306K 0.01% -3,614 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares 2,745 $305K 0.01% new 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: 1,432 shares; 2024Q4: 1,350 shares; 2025Q1: 1,325 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares; 2025Q4: 953 shares 953 $304K 0.01% -300 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: not reported; 2024Q4: not reported; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 581 shares; 2025Q4: 644 shares 644 $302K 0.01% +63 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: 4,887 shares; 2024Q4: 4,775 shares; 2025Q1: 4,787 shares; 2025Q2: 4,798 shares; 2025Q3: 4,811 shares; 2025Q4: 4,823 shares 4,823 $301K 0.01% +12 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,943 shares; 2024Q4: 6,599 shares; 2025Q1: 6,536 shares; 2025Q2: 3,642 shares; 2025Q3: 3,830 shares; 2025Q4: 3,615 shares 3,615 $289K 0.01% -215 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,081 shares 3,081 $282K 0.01% new Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES 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: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,736 shares 3,736 $282K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 2,824 shares 2,824 $281K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 4,820 shares; 2025Q1: 4,820 shares; 2025Q2: 3,620 shares; 2025Q3: 3,620 shares; 2025Q4: 3,620 shares 3,620 $278K 0.01% 0 Timeline GMF 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: 1,933 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares; 2025Q4: 1,989 shares 1,989 $276K 0.01% +17 Timeline ILF 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: 65,717 shares; 2024Q4: 9,875 shares; 2025Q1: 9,875 shares; 2025Q2: 8,968 shares; 2025Q3: 8,968 shares; 2025Q4: 8,979 shares 8,979 $273K 0.01% +11 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: 3,381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,141 shares; 2025Q4: 8,623 shares 8,623 $272K 0.01% +482 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: 6,349 shares; 2024Q4: 6,661 shares; 2025Q1: 6,458 shares; 2025Q2: 5,987 shares; 2025Q3: 5,833 shares; 2025Q4: 5,837 shares 5,837 $271K 0.01% +4 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares 1,587 $269K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,275 shares 2,275 $268K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,666 shares; 2025Q4: 2,666 shares 2,666 $266K 0.01% 0 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: 7,822 shares; 2024Q4: 8,242 shares; 2025Q1: 8,355 shares; 2025Q2: 7,267 shares; 2025Q3: 7,306 shares; 2025Q4: 3,559 shares 3,559 $264K 0.01% -3,747 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 387 shares 387 $262K 0.01% -11 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,057 shares 1,057 $256K 0.01% +50 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 899 shares 899 $246K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,083 shares 1,083 $245K 0.01% new 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: 1,166 shares; 2024Q4: 1,167 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares 1,169 $245K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares 619 $244K 0.01% new Timeline PAL PROFICIENT AUTO LOGISTICS IN More: the full row for PROFICIENT AUTO LOGISTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 25,000 shares 25,000 $241K 0.01% -10,000 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 4,931 shares 4,931 $240K 0.01% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 6,000 shares 6,000 $237K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,226 shares 1,226 $234K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,857 shares 1,857 $234K 0.01% new 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: not reported; 2024Q4: 10,005 shares; 2025Q1: 12,545 shares; 2025Q2: 13,030 shares; 2025Q3: 11,896 shares; 2025Q4: 11,896 shares 11,896 $233K 0.01% 0 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: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 483 shares; 2025Q3: 383 shares; 2025Q4: 383 shares 383 $231K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 324 shares; 2025Q2: not reported; 2025Q3: 202 shares; 2025Q4: 184 shares 184 $224K 0.01% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,819 shares 1,819 $223K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,989 shares 1,989 $222K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: not reported; 2025Q4: 768 shares 768 $221K 0.01% new 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: 2,061 shares; 2024Q4: 1,812 shares; 2025Q1: not reported; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,412 shares 1,412 $218K 0.01% -22 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: 7,086 shares; 2024Q4: not reported; 2025Q1: 18,798 shares; 2025Q2: 11,875 shares; 2025Q3: 2,858 shares; 2025Q4: 2,164 shares 2,164 $217K 0.01% -694 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: 837 shares; 2024Q4: 809 shares; 2025Q1: not reported; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 733 shares 733 $217K 0.01% 0 Timeline HACK 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: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,677 shares 2,677 $215K <0.01% +2 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,277 shares; 2025Q1: 3,277 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares; 2025Q4: 2,688 shares 2,688 $208K <0.01% -589 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,548 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,048 shares 8,048 $205K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares 732 $204K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 701 shares 701 $203K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: not reported; 2025Q2: 2,038 shares; 2025Q3: not reported; 2025Q4: 2,038 shares 2,038 $201K <0.01% new Timeline BSCU 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: not reported; 2024Q4: 10,940 shares; 2025Q1: 10,940 shares; 2025Q2: 10,940 shares; 2025Q3: 10,940 shares; 2025Q4: 10,940 shares 10,940 $185K <0.01% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,846 shares; 2024Q4: 18,353 shares; 2025Q1: 19,291 shares; 2025Q2: 20,020 shares; 2025Q3: 20,477 shares; 2025Q4: 18,504 shares 18,504 $172K <0.01% -1,973 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,326 shares; 2024Q4: 11,326 shares; 2025Q1: 11,326 shares; 2025Q2: 11,426 shares; 2025Q3: 11,426 shares; 2025Q4: 11,326 shares 11,326 $133K <0.01% -100 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,354 shares; 2024Q4: 14,354 shares; 2025Q1: 14,354 shares; 2025Q2: 14,354 shares; 2025Q3: 14,354 shares; 2025Q4: 14,354 shares 14,354 $132K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,344 shares; 2025Q1: 15,419 shares; 2025Q2: 14,732 shares; 2025Q3: 11,338 shares; 2025Q4: 11,656 shares 11,656 $118K <0.01% +318 Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $12.5K <0.01% 0 Timeline