DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252,338 shares; 2024Q4: 1,269,004 shares; 2025Q1: 1,308,379 shares; 2025Q2: 1,283,341 shares; 2025Q3: 1,271,967 shares 1,271,967 $49.1M 8.09% -11,374 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,771 shares; 2024Q4: 619,197 shares; 2025Q1: 741,353 shares; 2025Q2: 771,017 shares; 2025Q3: 816,131 shares 816,131 $49M 8.07% +45,114 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,744 shares; 2024Q4: 293,888 shares; 2025Q1: 319,991 shares; 2025Q2: 314,450 shares; 2025Q3: 327,122 shares 327,122 $47.6M 7.85% +12,672 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,023 shares; 2024Q4: 79,215 shares; 2025Q1: 75,732 shares; 2025Q2: 87,190 shares; 2025Q3: 84,386 shares 84,386 $27.7M 4.56% -2,804 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,119 shares; 2024Q4: 235,079 shares; 2025Q1: 257,214 shares; 2025Q2: 261,061 shares; 2025Q3: 255,510 shares 255,510 $22.7M 3.75% -5,551 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,336 shares; 2024Q4: 355,000 shares; 2025Q1: 417,314 shares; 2025Q2: 433,633 shares; 2025Q3: 446,559 shares 446,559 $22.6M 3.73% +12,926 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,866 shares; 2024Q4: 284,233 shares; 2025Q1: 349,073 shares; 2025Q2: 379,075 shares; 2025Q3: 404,743 shares 404,743 $19.5M 3.21% +25,668 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,631 shares; 2024Q4: 35,774 shares; 2025Q1: 38,051 shares; 2025Q2: 38,714 shares; 2025Q3: 95,452 shares 95,452 $17.8M 2.94% +56,738 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,024 shares; 2024Q4: 144,173 shares; 2025Q1: 161,840 shares; 2025Q2: 176,424 shares; 2025Q3: 172,127 shares 172,127 $17.1M 2.82% -4,297 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,190 shares; 2024Q4: 182,318 shares; 2025Q1: 192,929 shares; 2025Q2: 192,453 shares; 2025Q3: 194,484 shares 194,484 $15.6M 2.57% +2,031 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,378 shares; 2024Q4: 250,109 shares; 2025Q1: 265,349 shares; 2025Q2: 258,971 shares; 2025Q3: 254,511 shares 254,511 $15M 2.47% -4,460 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,642 shares; 2024Q4: 158,344 shares; 2025Q1: 187,265 shares; 2025Q2: 187,677 shares; 2025Q3: 177,918 shares 177,918 $12.9M 2.12% -9,759 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,365 shares; 2024Q4: 229,906 shares; 2025Q1: 241,306 shares; 2025Q2: 243,466 shares; 2025Q3: 237,087 shares 237,087 $10.9M 1.8% -6,379 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,269 shares; 2024Q4: 144,816 shares; 2025Q1: 148,543 shares; 2025Q2: 148,982 shares; 2025Q3: 145,150 shares 145,150 $10.9M 1.8% -3,832 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,694 shares; 2024Q4: 47,061 shares; 2025Q1: 47,255 shares; 2025Q2: 45,695 shares; 2025Q3: 42,620 shares 42,620 $10.9M 1.79% -3,075 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,705 shares; 2024Q4: 123,214 shares; 2025Q1: 130,527 shares; 2025Q2: 130,155 shares; 2025Q3: 127,567 shares 127,567 $10.1M 1.66% -2,588 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,227 shares; 2024Q4: 231,748 shares; 2025Q1: 254,861 shares; 2025Q2: 254,760 shares; 2025Q3: 250,696 shares 250,696 $9.11M 1.5% -4,064 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,851 shares; 2024Q4: 87,779 shares; 2025Q1: 87,726 shares; 2025Q2: 86,069 shares; 2025Q3: 81,800 shares 81,800 $8.89M 1.47% -4,269 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,089 shares; 2024Q4: 208,618 shares; 2025Q1: 265,476 shares; 2025Q2: 274,232 shares; 2025Q3: 275,779 shares 275,779 $8.84M 1.46% +1,547 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,131 shares; 2024Q4: 116,172 shares; 2025Q1: 118,198 shares; 2025Q2: 117,711 shares; 2025Q3: 116,675 shares 116,675 $6.79M 1.12% -1,036 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 89,038 shares; 2025Q1: 97,348 shares; 2025Q2: 105,753 shares; 2025Q3: 116,123 shares 116,123 $6.65M 1.1% +10,370 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,282 shares; 2024Q4: 129,240 shares; 2025Q1: 134,335 shares; 2025Q2: 138,330 shares; 2025Q3: 135,319 shares 135,319 $6.05M 1% -3,011 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,383 shares; 2024Q4: 74,865 shares; 2025Q1: 68,141 shares; 2025Q2: 66,985 shares; 2025Q3: 65,715 shares 65,715 $5.83M 0.96% -1,270 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,227 shares; 2024Q4: 11,250 shares; 2025Q1: 11,324 shares; 2025Q2: 11,679 shares; 2025Q3: 11,415 shares 11,415 $5.74M 0.95% -264 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 9,725 shares; 2025Q1: 9,940 shares; 2025Q2: 9,921 shares; 2025Q3: 10,363 shares 10,363 $5.37M 0.88% +442 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,499 shares; 2024Q4: 81,649 shares; 2025Q1: 79,613 shares; 2025Q2: 86,752 shares; 2025Q3: 88,370 shares 88,370 $5.3M 0.87% +1,618 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,512 shares; 2024Q4: 59,188 shares; 2025Q1: 61,131 shares; 2025Q2: 60,962 shares; 2025Q3: 59,615 shares 59,615 $5.25M 0.87% -1,347 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,101 shares; 2024Q4: 68,707 shares; 2025Q1: 72,471 shares; 2025Q2: 72,767 shares; 2025Q3: 74,311 shares 74,311 $4.9M 0.81% +1,544 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,454 shares; 2024Q4: 155,874 shares; 2025Q1: 187,268 shares; 2025Q2: 218,979 shares; 2025Q3: 215,410 shares 215,410 $4.88M 0.8% -3,569 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,159 shares; 2024Q4: 131,382 shares; 2025Q1: 160,860 shares; 2025Q2: 165,485 shares; 2025Q3: 160,249 shares 160,249 $4.87M 0.8% -5,236 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,525 shares; 2024Q4: 9,907 shares; 2025Q1: 10,417 shares; 2025Q2: 10,525 shares; 2025Q3: 10,677 shares 10,677 $4.75M 0.78% +152 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,478 shares; 2024Q4: 82,365 shares; 2025Q1: 76,033 shares; 2025Q2: 72,054 shares; 2025Q3: 68,611 shares 68,611 $4.65M 0.77% -3,443 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,435 shares; 2024Q4: 21,536 shares; 2025Q1: 20,127 shares; 2025Q2: 20,657 shares; 2025Q3: 20,786 shares 20,786 $4.56M 0.75% +129 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,545 shares; 2024Q4: 97,862 shares; 2025Q1: 97,066 shares; 2025Q2: 96,458 shares; 2025Q3: 102,421 shares 102,421 $4.38M 0.72% +5,963 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,132 shares; 2024Q4: 108,923 shares; 2025Q1: 112,173 shares; 2025Q2: 117,140 shares; 2025Q3: 115,965 shares 115,965 $4.14M 0.68% -1,175 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,238 shares; 2024Q4: 115,041 shares; 2025Q1: 113,019 shares; 2025Q2: 115,276 shares; 2025Q3: 118,977 shares 118,977 $3.75M 0.62% +3,701 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 20,783 shares; 2025Q1: 20,703 shares; 2025Q2: 20,676 shares; 2025Q3: 20,676 shares 20,676 $3.66M 0.6% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,768 shares; 2024Q4: 87,470 shares; 2025Q1: 85,008 shares; 2025Q2: 84,298 shares; 2025Q3: 84,608 shares 84,608 $3.62M 0.6% +310 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,334 shares; 2024Q4: 97,674 shares; 2025Q1: 102,849 shares; 2025Q2: 101,176 shares; 2025Q3: 103,569 shares 103,569 $3.4M 0.56% +2,393 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,857 shares; 2024Q4: 7,917 shares; 2025Q1: 8,612 shares; 2025Q2: 8,688 shares; 2025Q3: 8,629 shares 8,629 $3.23M 0.53% -59 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,668 shares; 2024Q4: 15,488 shares; 2025Q1: 15,332 shares; 2025Q2: 15,372 shares; 2025Q3: 15,386 shares 15,386 $3.21M 0.53% +14 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 3,116 shares; 2025Q1: 5,592 shares; 2025Q2: 5,601 shares; 2025Q3: 5,507 shares 5,507 $3.11M 0.51% -94 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,216 shares; 2024Q4: 49,275 shares; 2025Q1: 66,507 shares; 2025Q2: 74,739 shares; 2025Q3: 79,324 shares 79,324 $3M 0.49% +4,585 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,875 shares; 2024Q4: 16,509 shares; 2025Q1: 16,269 shares; 2025Q2: 15,982 shares; 2025Q3: 15,789 shares 15,789 $2.94M 0.49% -193 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,871 shares; 2024Q4: 93,199 shares; 2025Q1: 91,674 shares; 2025Q2: 89,824 shares; 2025Q3: 86,176 shares 86,176 $2.7M 0.45% -3,648 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,165 shares; 2024Q4: 61,562 shares; 2025Q1: 63,008 shares; 2025Q2: 71,356 shares; 2025Q3: 79,373 shares 79,373 $2.53M 0.42% +8,017 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,420 shares; 2024Q4: 7,576 shares; 2025Q1: 7,724 shares; 2025Q2: 7,908 shares; 2025Q3: 7,917 shares 7,917 $2.5M 0.41% +9 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,803 shares; 2024Q4: 73,998 shares; 2025Q1: 81,462 shares; 2025Q2: 90,439 shares; 2025Q3: 86,264 shares 86,264 $2.36M 0.39% -4,175 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,921 shares; 2024Q4: 23,698 shares; 2025Q1: 21,032 shares; 2025Q2: 21,058 shares; 2025Q3: 21,946 shares 21,946 $2.26M 0.37% +888 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,561 shares; 2024Q4: 42,893 shares; 2025Q1: 40,751 shares; 2025Q2: 37,347 shares; 2025Q3: 34,779 shares 34,779 $2.24M 0.37% -2,568 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,670 shares; 2024Q4: 25,313 shares; 2025Q1: 26,874 shares; 2025Q2: 28,387 shares; 2025Q3: 27,592 shares 27,592 $2.23M 0.37% -795 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,358 shares; 2024Q4: 30,250 shares; 2025Q1: 28,562 shares; 2025Q2: 29,084 shares; 2025Q3: 28,078 shares 28,078 $2.22M 0.37% -1,006 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,544 shares; 2024Q4: 45,591 shares; 2025Q1: 44,576 shares; 2025Q2: 40,823 shares; 2025Q3: 39,130 shares 39,130 $2.12M 0.35% -1,693 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,583 shares; 2024Q4: 24,636 shares; 2025Q1: 24,014 shares; 2025Q2: 23,851 shares; 2025Q3: 22,161 shares 22,161 $1.93M 0.32% -1,690 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,070 shares; 2025Q1: 3,023 shares; 2025Q2: 3,220 shares; 2025Q3: 3,078 shares 3,078 $1.88M 0.31% -142 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,654 shares; 2024Q4: 7,268 shares; 2025Q1: 7,449 shares; 2025Q2: 7,127 shares; 2025Q3: 7,352 shares 7,352 $1.79M 0.3% +225 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,637 shares; 2024Q4: 24,630 shares; 2025Q1: 23,539 shares; 2025Q2: 23,394 shares; 2025Q3: 23,185 shares 23,185 $1.65M 0.27% -209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,921 shares; 2024Q4: 36,760 shares; 2025Q1: 36,550 shares; 2025Q2: 36,601 shares; 2025Q3: 36,046 shares 36,046 $1.6M 0.26% -555 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.25% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,681 shares; 2024Q4: 20,868 shares; 2025Q1: 21,553 shares; 2025Q2: 21,132 shares; 2025Q3: 20,767 shares 20,767 $1.5M 0.25% -365 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,469 shares; 2024Q4: 32,532 shares; 2025Q1: 32,532 shares; 2025Q2: 32,536 shares; 2025Q3: 32,536 shares 32,536 $1.4M 0.23% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,622 shares; 2025Q1: 1,598 shares; 2025Q2: 1,612 shares; 2025Q3: 2,054 shares 2,054 $1.37M 0.23% +442 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,644 shares; 2024Q4: 25,644 shares; 2025Q1: 25,644 shares; 2025Q2: 25,644 shares; 2025Q3: 25,644 shares 25,644 $1.37M 0.23% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,190 shares; 2024Q4: 10,961 shares; 2025Q1: 10,946 shares; 2025Q2: 10,876 shares; 2025Q3: 11,682 shares 11,682 $1.32M 0.22% +806 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 17,053 shares; 2025Q1: 25,764 shares; 2025Q2: 21,251 shares; 2025Q3: 25,154 shares 25,154 $1.21M 0.2% +3,903 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,861 shares; 2025Q3: 24,757 shares 24,757 $1.13M 0.19% -104 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,487 shares; 2025Q1: 1,475 shares; 2025Q2: 1,323 shares; 2025Q3: 1,477 shares 1,477 $1.08M 0.18% +154 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,561 shares; 2024Q4: 5,505 shares; 2025Q1: 5,125 shares; 2025Q2: 5,041 shares; 2025Q3: 5,025 shares 5,025 $1.08M 0.18% -16 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,509 shares; 2025Q1: 3,192 shares; 2025Q2: 3,276 shares; 2025Q3: 3,803 shares 3,803 $1.07M 0.18% +527 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,415 shares; 2024Q4: 14,846 shares; 2025Q1: 12,224 shares; 2025Q2: 12,218 shares; 2025Q3: 12,234 shares 12,234 $1.03M 0.17% +16 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,962 shares; 2024Q4: 12,971 shares; 2025Q1: 11,964 shares; 2025Q2: 11,381 shares; 2025Q3: 11,137 shares 11,137 $1.02M 0.17% -244 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,415 shares; 2025Q1: 4,383 shares; 2025Q2: 4,311 shares; 2025Q3: 4,289 shares 4,289 $1.01M 0.17% -22 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,003 shares; 2024Q4: 22,021 shares; 2025Q1: 21,107 shares; 2025Q2: 21,848 shares; 2025Q3: 21,486 shares 21,486 $1.01M 0.17% -362 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,167 shares; 2025Q1: 2,088 shares; 2025Q2: 2,039 shares; 2025Q3: 2,032 shares 2,032 $975K 0.16% -7 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 3,949 shares 3,949 $956K 0.16% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 10,105 shares; 2025Q1: 9,252 shares; 2025Q2: 9,353 shares; 2025Q3: 8,566 shares 8,566 $953K 0.16% -787 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 10,792 shares; 2025Q1: 10,323 shares; 2025Q2: 9,654 shares; 2025Q3: 9,495 shares 9,495 $949K 0.16% -159 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,954 shares; 2024Q4: 6,315 shares; 2025Q1: 6,260 shares; 2025Q2: 6,690 shares; 2025Q3: 6,636 shares 6,636 $914K 0.15% -54 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,772 shares; 2025Q1: 2,199 shares; 2025Q2: 2,202 shares; 2025Q3: 1,995 shares 1,995 $912K 0.15% -207 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,909 shares; 2025Q1: 3,000 shares; 2025Q2: 3,659 shares; 2025Q3: 3,615 shares 3,615 $879K 0.14% -44 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,897 shares; 2025Q1: 4,825 shares; 2025Q2: 4,396 shares; 2025Q3: 4,647 shares 4,647 $848K 0.14% +251 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,089 shares; 2024Q4: 18,343 shares; 2025Q1: 16,734 shares; 2025Q2: 17,110 shares; 2025Q3: 16,861 shares 16,861 $843K 0.14% -249 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,564 shares; 2024Q4: 18,584 shares; 2025Q1: 16,684 shares; 2025Q2: 16,991 shares; 2025Q3: 19,533 shares 19,533 $825K 0.14% +2,542 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,886 shares; 2025Q2: 2,940 shares; 2025Q3: 2,939 shares 2,939 $805K 0.13% -1 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,455 shares; 2024Q4: 51,000 shares; 2025Q1: 50,682 shares; 2025Q2: 43,650 shares; 2025Q3: 43,238 shares 43,238 $789K 0.13% -412 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,874 shares; 2025Q1: 3,058 shares; 2025Q2: 4,586 shares; 2025Q3: 5,605 shares 5,605 $787K 0.13% +1,019 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,606 shares; 2024Q4: 19,648 shares; 2025Q1: 19,692 shares; 2025Q2: 19,525 shares; 2025Q3: 19,572 shares 19,572 $749K 0.12% +47 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,907 shares; 2025Q1: 1,881 shares; 2025Q2: 2,175 shares; 2025Q3: 2,254 shares 2,254 $744K 0.12% +79 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,362 shares; 2025Q1: 3,925 shares; 2025Q2: 3,914 shares; 2025Q3: 3,802 shares 3,802 $705K 0.12% -112 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 7,839 shares; 2025Q1: 7,677 shares; 2025Q2: 7,055 shares; 2025Q3: 6,811 shares 6,811 $704K 0.12% -244 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,136 shares; 2025Q2: 4,626 shares; 2025Q3: 5,077 shares 5,077 $703K 0.12% +451 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,366 shares; 2025Q1: 17,054 shares; 2025Q2: 18,825 shares; 2025Q3: 20,329 shares 20,329 $682K 0.11% +1,504 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,184 shares; 2025Q1: 1,224 shares; 2025Q2: 851 shares; 2025Q3: 886 shares 886 $676K 0.11% +35 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 7,334 shares; 2025Q1: 7,253 shares; 2025Q2: 7,933 shares; 2025Q3: 8,405 shares 8,405 $656K 0.11% +472 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,073 shares; 2024Q4: 11,613 shares; 2025Q1: 7,914 shares; 2025Q2: 7,431 shares; 2025Q3: 7,566 shares 7,566 $628K 0.1% +135 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,782 shares; 2024Q4: 59,043 shares; 2025Q1: 54,903 shares; 2025Q2: 31,174 shares; 2025Q3: 25,394 shares 25,394 $627K 0.1% -5,780 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 14,286 shares; 2025Q1: 13,851 shares; 2025Q2: 14,408 shares; 2025Q3: 12,842 shares 12,842 $621K 0.1% -1,566 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: 3,648 shares; 2025Q1: 3,150 shares; 2025Q2: 3,138 shares; 2025Q3: 3,268 shares 3,268 $620K 0.1% +130 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,975 shares; 2024Q4: 14,963 shares; 2025Q1: 15,089 shares; 2025Q2: 14,411 shares; 2025Q3: 13,459 shares 13,459 $617K 0.1% -952 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 9,339 shares; 2025Q1: 9,328 shares; 2025Q2: 12,065 shares; 2025Q3: 13,664 shares 13,664 $614K 0.1% +1,599 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,328 shares; 2025Q1: 5,334 shares; 2025Q2: 5,527 shares; 2025Q3: 5,342 shares 5,342 $591K 0.1% -185 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,293 shares; 2025Q1: 2,294 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares 2,322 $590K 0.1% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,559 shares 7,559 $578K 0.1% +9 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,784 shares; 2025Q2: 1,822 shares; 2025Q3: 1,891 shares 1,891 $569K 0.09% +69 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,324 shares; 2025Q1: 3,563 shares; 2025Q2: 3,447 shares; 2025Q3: 3,450 shares 3,450 $558K 0.09% +3 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,060 shares; 2025Q3: 3,800 shares 3,800 $544K 0.09% -260 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 4,846 shares; 2025Q1: 4,521 shares; 2025Q2: 4,836 shares; 2025Q3: 4,378 shares 4,378 $523K 0.09% -458 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,557 shares; 2024Q4: 10,557 shares; 2025Q1: 10,604 shares; 2025Q2: 10,604 shares; 2025Q3: 10,604 shares 10,604 $511K 0.08% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,561 shares; 2025Q1: 2,464 shares; 2025Q2: 2,709 shares; 2025Q3: 2,211 shares 2,211 $499K 0.08% -498 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,144 shares; 2025Q1: 1,153 shares; 2025Q2: 1,188 shares; 2025Q3: 1,191 shares 1,191 $482K 0.08% +3 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 2,690 shares; 2025Q1: 2,601 shares; 2025Q2: 3,071 shares; 2025Q3: 5,585 shares 5,585 $469K 0.08% +2,514 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,242 shares; 2024Q4: 24,716 shares; 2025Q1: 19,646 shares; 2025Q2: 17,783 shares; 2025Q3: 17,931 shares 17,931 $459K 0.08% +148 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 914 shares; 2025Q1: 1,297 shares; 2025Q2: 1,344 shares; 2025Q3: 1,347 shares 1,347 $443K 0.07% +3 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 7,349 shares; 2025Q1: 7,313 shares; 2025Q2: 7,181 shares; 2025Q3: 6,563 shares 6,563 $442K 0.07% -618 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,024 shares; 2025Q2: 6,539 shares; 2025Q3: 6,539 shares 6,539 $440K 0.07% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 643 shares; 2025Q1: 719 shares; 2025Q2: 656 shares; 2025Q3: 656 shares 656 $437K 0.07% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 5,151 shares 5,151 $434K 0.07% +287 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 482 shares; 2025Q1: 483 shares; 2025Q2: 470 shares; 2025Q3: 467 shares 467 $433K 0.07% -3 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,746 shares; 2025Q2: 6,946 shares; 2025Q3: 7,027 shares 7,027 $428K 0.07% +81 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 578 shares; 2025Q1: 579 shares; 2025Q2: 563 shares; 2025Q3: 563 shares 563 $427K 0.07% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,340 shares; 2025Q1: 3,113 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares 2,984 $425K 0.07% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,306 shares; 2024Q4: 15,599 shares; 2025Q1: 15,900 shares; 2025Q2: 15,775 shares; 2025Q3: 15,834 shares 15,834 $418K 0.07% +59 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 11,317 shares; 2025Q1: 11,238 shares; 2025Q2: 9,462 shares; 2025Q3: 8,732 shares 8,732 $410K 0.07% -730 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,705 shares; 2025Q1: 1,707 shares; 2025Q2: 1,716 shares; 2025Q3: 1,756 shares 1,756 $407K 0.07% +40 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,241 shares; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares 3,241 $401K 0.07% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,979 shares; 2025Q1: 2,407 shares; 2025Q2: 2,680 shares; 2025Q3: 2,467 shares 2,467 $400K 0.07% -213 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,750 shares; 2025Q1: 1,749 shares; 2025Q2: 1,842 shares; 2025Q3: 2,571 shares 2,571 $399K 0.07% +729 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,096 shares; 2025Q2: 1,491 shares; 2025Q3: 1,446 shares 1,446 $393K 0.06% -45 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 10,701 shares; 2025Q1: 10,701 shares; 2025Q2: 10,701 shares; 2025Q3: 10,701 shares 10,701 $393K 0.06% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,148 shares; 2025Q1: 1,145 shares; 2025Q2: 1,155 shares; 2025Q3: 1,178 shares 1,178 $391K 0.06% +23 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 6,000 shares; 2025Q1: 5,143 shares; 2025Q2: 4,850 shares; 2025Q3: 4,828 shares 4,828 $386K 0.06% -22 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 1,083 shares 1,083 $382K 0.06% +344 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,014 shares; 2024Q4: 17,044 shares; 2025Q1: 16,927 shares; 2025Q2: 15,761 shares; 2025Q3: 15,807 shares 15,807 $377K 0.06% +46 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,828 shares; 2025Q1: 2,744 shares; 2025Q2: 2,744 shares; 2025Q3: 2,224 shares 2,224 $372K 0.06% -520 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,511 shares; 2024Q4: 18,511 shares; 2025Q1: 18,511 shares; 2025Q2: 18,511 shares; 2025Q3: 18,535 shares 18,535 $367K 0.06% +24 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 5,202 shares; 2025Q1: 5,202 shares; 2025Q2: 5,110 shares; 2025Q3: 4,995 shares 4,995 $367K 0.06% -115 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 8,260 shares; 2025Q1: 7,511 shares; 2025Q2: 6,718 shares; 2025Q3: 6,895 shares 6,895 $356K 0.06% +177 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares 1,231 $347K 0.06% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 14,784 shares; 2025Q1: 14,784 shares; 2025Q2: 14,792 shares; 2025Q3: 14,784 shares 14,784 $344K 0.06% -8 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,504 shares; 2025Q1: 6,524 shares; 2025Q2: 7,396 shares; 2025Q3: 7,794 shares 7,794 $343K 0.06% +398 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 4,853 shares; 2025Q1: 4,667 shares; 2025Q2: 4,685 shares; 2025Q3: 5,171 shares 5,171 $342K 0.06% +486 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,886 shares; 2025Q1: 4,889 shares; 2025Q2: 5,813 shares; 2025Q3: 5,842 shares 5,842 $340K 0.06% +29 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,045 shares; 2024Q4: 7,060 shares; 2025Q1: 6,755 shares; 2025Q2: 7,831 shares; 2025Q3: 6,230 shares 6,230 $338K 0.06% -1,601 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,018 shares; 2025Q1: 2,008 shares; 2025Q2: 2,061 shares; 2025Q3: 2,119 shares 2,119 $326K 0.05% +58 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,644 shares; 2024Q4: 20,644 shares; 2025Q1: 20,644 shares; 2025Q2: 20,644 shares; 2025Q3: 20,672 shares 20,672 $325K 0.05% +28 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,097 shares; 2025Q1: 1,103 shares; 2025Q2: 1,117 shares; 2025Q3: 1,147 shares 1,147 $324K 0.05% +30 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 1,962 shares; 2025Q1: 2,112 shares; 2025Q2: 2,188 shares; 2025Q3: 1,579 shares 1,579 $322K 0.05% -609 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,071 shares; 2025Q2: 1,280 shares; 2025Q3: 1,149 shares 1,149 $321K 0.05% -131 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares 1,167 $315K 0.05% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 641 shares; 2025Q3: 1,049 shares 1,049 $314K 0.05% +408 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,126 shares; 2025Q1: 1,130 shares; 2025Q2: 1,134 shares; 2025Q3: 1,028 shares 1,028 $312K 0.05% -106 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,812 shares; 2024Q4: 11,649 shares; 2025Q1: 11,649 shares; 2025Q2: 10,307 shares; 2025Q3: 9,614 shares 9,614 $312K 0.05% -693 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,447 shares 1,447 $308K 0.05% -3 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares 1,959 $305K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,000 shares; 2025Q1: 3,913 shares; 2025Q2: 3,914 shares; 2025Q3: 3,415 shares 3,415 $305K 0.05% -499 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares 368 $304K 0.05% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,333 shares; 2025Q2: not reported; 2025Q3: 2,061 shares 2,061 $300K 0.05% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares 1,267 $299K 0.05% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,649 shares 19,649 $296K 0.05% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 771 shares; 2025Q1: 950 shares; 2025Q2: 1,000 shares; 2025Q3: 853 shares 853 $291K 0.05% -147 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 3,069 shares; 2025Q1: 2,691 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares 2,700 $288K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 465 shares 465 $286K 0.05% +16 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares 1,280 $283K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,541 shares; 2025Q1: 2,572 shares; 2025Q2: 2,777 shares; 2025Q3: 2,448 shares 2,448 $280K 0.05% -329 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,438 shares; 2025Q3: 1,383 shares 1,383 $278K 0.05% -55 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares 1,293 $276K 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,261 shares 8,261 $271K 0.04% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,380 shares 2,380 $269K 0.04% +30 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 901 shares; 2025Q3: 901 shares 901 $268K 0.04% 0 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 837 shares; 2025Q1: 829 shares; 2025Q2: 956 shares; 2025Q3: 833 shares 833 $268K 0.04% -123 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,672 shares; 2025Q3: 3,904 shares 3,904 $267K 0.04% +232 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 712 shares; 2025Q1: 714 shares; 2025Q2: 711 shares; 2025Q3: 717 shares 717 $265K 0.04% +6 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,578 shares; 2025Q1: 5,602 shares; 2025Q2: 5,629 shares; 2025Q3: 5,656 shares 5,656 $257K 0.04% +27 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 47 shares; 2025Q3: 47 shares 47 $254K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,207 shares; 2025Q2: 8,987 shares; 2025Q3: 8,984 shares 8,984 $254K 0.04% -3 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301 shares; 2025Q3: 1,334 shares 1,334 $253K 0.04% +33 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,930 shares; 2025Q2: not reported; 2025Q3: 2,076 shares 2,076 $252K 0.04% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 3,721 shares; 2025Q1: 3,721 shares; 2025Q2: 3,721 shares; 2025Q3: 3,712 shares 3,712 $251K 0.04% -9 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: not reported; 2025Q1: 9,221 shares; 2025Q2: 9,407 shares; 2025Q3: 9,520 shares 9,520 $251K 0.04% +113 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 9,415 shares; 2025Q1: 9,857 shares; 2025Q2: 9,571 shares; 2025Q3: 9,300 shares 9,300 $250K 0.04% -271 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,572 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares 1,712 $249K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares 1,815 $247K 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 541 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 549 shares 549 $246K 0.04% +6 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 351 shares 351 $240K 0.04% +32 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,836 shares; 2025Q1: 2,836 shares; 2025Q2: 2,836 shares; 2025Q3: 2,836 shares 2,836 $236K 0.04% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares 1,693 $234K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares 2,110 $232K 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,149 shares 2,149 $232K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 2,810 shares 2,810 $231K 0.04% -1,172 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,809 shares; 2025Q1: 4,810 shares; 2025Q2: 4,814 shares; 2025Q3: 4,822 shares 4,822 $229K 0.04% +8 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,672 shares; 2025Q2: 1,413 shares; 2025Q3: 1,472 shares 1,472 $228K 0.04% +59 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 601 shares; 2025Q3: 456 shares 456 $228K 0.04% -145 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares 2,719 $227K 0.04% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 11,470 shares; 2025Q1: 7,918 shares; 2025Q2: 8,592 shares; 2025Q3: 8,739 shares 8,739 $226K 0.04% +147 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,986 shares 3,986 $226K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares 2,212 $225K 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 532 shares; 2025Q3: 532 shares 532 $224K 0.04% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares 1,164 $223K 0.04% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,277 shares; 2025Q3: 15,277 shares 15,277 $222K 0.04% 0 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,914 shares; 2024Q4: 17,942 shares; 2025Q1: 17,942 shares; 2025Q2: 14,409 shares; 2025Q3: 14,409 shares 14,409 $217K 0.04% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares 690 $216K 0.04% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares 875 $216K 0.04% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,736 shares; 2025Q3: 1,680 shares 1,680 $216K 0.04% -56 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 2,332 shares; 2025Q1: 2,330 shares; 2025Q2: 2,270 shares; 2025Q3: 2,220 shares 2,220 $214K 0.04% -50 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,628 shares; 2025Q2: 1,656 shares; 2025Q3: 1,594 shares 1,594 $214K 0.04% -62 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,484 shares; 2025Q3: 3,850 shares 3,850 $213K 0.04% -634 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,529 shares 2,529 $213K 0.04% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411 shares 411 $211K 0.03% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,773 shares 2,773 $210K 0.03% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,734 shares 1,734 $208K 0.03% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares 738 $208K 0.03% new Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,657 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,657 shares 3,657 $204K 0.03% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,158 shares 5,158 $203K 0.03% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 983 shares 983 $201K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 366 shares 366 $200K 0.03% new Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,556 shares; 2024Q4: 10,704 shares; 2025Q1: 10,704 shares; 2025Q2: 10,704 shares; 2025Q3: 10,704 shares 10,704 $195K 0.03% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,726 shares; 2025Q2: 12,495 shares; 2025Q3: 22,009 shares 22,009 $192K 0.03% +9,514 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,998 shares 10,998 $132K 0.02% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,330 shares; 2024Q4: 10,417 shares; 2025Q1: 10,479 shares; 2025Q2: 10,350 shares; 2025Q3: 10,388 shares 10,388 $126K 0.02% +38 Timeline