PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,319 shares; 2024Q4: 373,501 shares; 2025Q1: 372,522 shares; 2025Q2: 365,282 shares; 2025Q3: 360,212 shares; 2025Q4: 359,727 shares 359,727 $39.4M 18.05% -485 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,114 shares; 2024Q4: 148,811 shares; 2025Q1: 145,595 shares; 2025Q2: 144,380 shares; 2025Q3: 140,330 shares; 2025Q4: 137,692 shares 137,692 $14.7M 6.73% -2,638 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,497 shares; 2024Q4: 231,537 shares; 2025Q1: 232,929 shares; 2025Q2: 231,117 shares; 2025Q3: 231,364 shares; 2025Q4: 231,125 shares 231,125 $13.1M 6.02% -239 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,521 shares; 2024Q4: 134,278 shares; 2025Q1: 135,074 shares; 2025Q2: 140,613 shares; 2025Q3: 141,321 shares; 2025Q4: 141,457 shares 141,457 $12.9M 5.9% +136 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,622 shares; 2024Q4: 130,041 shares; 2025Q1: 131,164 shares; 2025Q2: 132,382 shares; 2025Q3: 133,729 shares; 2025Q4: 133,666 shares 133,666 $12.6M 5.77% -63 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: 164,307 shares; 2024Q4: 171,940 shares; 2025Q1: 174,030 shares; 2025Q2: 168,668 shares; 2025Q3: 168,329 shares; 2025Q4: 167,999 shares 167,999 $7.46M 3.42% -330 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,816 shares; 2024Q4: 155,987 shares; 2025Q1: 155,825 shares; 2025Q2: 152,875 shares; 2025Q3: 143,786 shares; 2025Q4: 144,062 shares 144,062 $6.74M 3.09% +276 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: 17,886 shares; 2024Q4: 17,911 shares; 2025Q1: 17,371 shares; 2025Q2: 16,503 shares; 2025Q3: 16,790 shares; 2025Q4: 16,826 shares 16,826 $4.34M 1.99% +36 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: 6,656 shares; 2024Q4: 6,658 shares; 2025Q1: 6,673 shares; 2025Q2: 6,675 shares; 2025Q3: 6,673 shares; 2025Q4: 6,679 shares 6,679 $4.1M 1.88% +6 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: 3,164 shares; 2024Q4: 3,182 shares; 2025Q1: 3,431 shares; 2025Q2: 3,530 shares; 2025Q3: 3,635 shares; 2025Q4: 3,553 shares 3,553 $3.82M 1.75% -82 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: 3,017 shares; 2024Q4: 3,060 shares; 2025Q1: 3,046 shares; 2025Q2: 3,040 shares; 2025Q3: 2,665 shares; 2025Q4: 2,575 shares 2,575 $3.13M 1.43% -90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,637 shares; 2025Q4: 28,503 shares 28,503 $3M 1.37% -134 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: 13,562 shares; 2024Q4: 13,312 shares; 2025Q1: 13,448 shares; 2025Q2: 13,310 shares; 2025Q3: 13,218 shares; 2025Q4: 13,033 shares 13,033 $2.98M 1.36% -185 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: 12,125 shares; 2024Q4: 11,883 shares; 2025Q1: 10,125 shares; 2025Q2: 9,923 shares; 2025Q3: 10,069 shares; 2025Q4: 10,020 shares 10,020 $2.97M 1.36% -49 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: 15,712 shares; 2024Q4: 14,574 shares; 2025Q1: 10,534 shares; 2025Q2: 10,524 shares; 2025Q3: 8,552 shares; 2025Q4: 8,433 shares 8,433 $2.92M 1.34% -119 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: 49,554 shares; 2024Q4: 32,416 shares; 2025Q1: 60,744 shares; 2025Q2: 57,446 shares; 2025Q3: 59,220 shares; 2025Q4: 58,048 shares 58,048 $2.85M 1.3% -1,172 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 5,107 shares; 2025Q1: 4,496 shares; 2025Q2: 4,496 shares; 2025Q3: 4,467 shares; 2025Q4: 4,475 shares 4,475 $2.81M 1.29% +8 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: 16,219 shares; 2024Q4: 16,233 shares; 2025Q1: 6,571 shares; 2025Q2: 6,433 shares; 2025Q3: 6,398 shares; 2025Q4: 5,796 shares 5,796 $2.8M 1.28% -602 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: 13,579 shares; 2024Q4: 13,638 shares; 2025Q1: 13,780 shares; 2025Q2: 15,757 shares; 2025Q3: 16,295 shares; 2025Q4: 16,298 shares 16,298 $2.79M 1.28% +3 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,670 shares; 2024Q4: 19,103 shares; 2025Q1: 17,354 shares; 2025Q2: 17,341 shares; 2025Q3: 17,470 shares; 2025Q4: 17,391 shares 17,391 $2.78M 1.28% -79 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: 38,823 shares; 2024Q4: 14,523 shares; 2025Q1: 45,359 shares; 2025Q2: 45,361 shares; 2025Q3: 45,674 shares; 2025Q4: 44,246 shares 44,246 $2.67M 1.22% -1,428 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: 19,313 shares; 2024Q4: 19,066 shares; 2025Q1: 19,203 shares; 2025Q2: 19,272 shares; 2025Q3: 19,319 shares; 2025Q4: 18,979 shares 18,979 $2.62M 1.2% -340 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: 27,234 shares; 2024Q4: 26,081 shares; 2025Q1: 23,304 shares; 2025Q2: 22,869 shares; 2025Q3: 21,111 shares; 2025Q4: 21,112 shares 21,112 $2.59M 1.19% +1 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: not reported; 2024Q4: not reported; 2025Q1: 14,579 shares; 2025Q2: 15,474 shares; 2025Q3: 17,383 shares; 2025Q4: 17,399 shares 17,399 $2.5M 1.14% +16 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: 4,057 shares; 2024Q4: 3,964 shares; 2025Q1: 4,648 shares; 2025Q2: 4,626 shares; 2025Q3: 4,900 shares; 2025Q4: 4,906 shares 4,906 $2.37M 1.09% +6 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,996 shares; 2024Q4: 59,904 shares; 2025Q1: 54,868 shares; 2025Q2: 50,470 shares; 2025Q3: 41,465 shares; 2025Q4: 41,513 shares 41,513 $2.35M 1.08% +48 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: 56,222 shares; 2024Q4: 55,550 shares; 2025Q1: 56,937 shares; 2025Q2: 56,637 shares; 2025Q3: 57,155 shares; 2025Q4: 57,235 shares 57,235 $2.33M 1.07% +80 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: 43,636 shares; 2024Q4: 42,928 shares; 2025Q1: 39,136 shares; 2025Q2: 40,861 shares; 2025Q3: 45,813 shares; 2025Q4: 42,930 shares 42,930 $2.32M 1.06% -2,883 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: 3,304 shares; 2024Q4: 3,304 shares; 2025Q1: 3,305 shares; 2025Q2: 3,304 shares; 2025Q3: 3,340 shares; 2025Q4: 3,340 shares 3,340 $2.28M 1.04% 0 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: 7,240 shares; 2024Q4: 7,186 shares; 2025Q1: 7,517 shares; 2025Q2: 7,268 shares; 2025Q3: 7,341 shares; 2025Q4: 7,350 shares 7,350 $2.25M 1.03% +9 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: 17,324 shares; 2024Q4: 16,717 shares; 2025Q1: 15,270 shares; 2025Q2: 13,692 shares; 2025Q3: 13,852 shares; 2025Q4: 13,614 shares 13,614 $2.18M 1% -238 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: 33,105 shares 33,105 $2.17M 0.99% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,080 shares; 2024Q4: 66,970 shares; 2025Q1: 63,588 shares; 2025Q2: 63,819 shares; 2025Q3: 64,074 shares; 2025Q4: 64,065 shares 64,065 $2.05M 0.94% -9 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: 40,672 shares; 2024Q4: 40,453 shares; 2025Q1: 39,057 shares; 2025Q2: 35,399 shares; 2025Q3: 35,577 shares; 2025Q4: 35,574 shares 35,574 $2.05M 0.94% -3 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,476 shares; 2024Q4: not reported; 2025Q1: 21,636 shares; 2025Q2: 228,290 shares; 2025Q3: 284,533 shares; 2025Q4: 212,372 shares 212,372 $1.98M 0.91% -72,161 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,082 shares; 2024Q4: 42,846 shares; 2025Q1: 44,262 shares; 2025Q2: 41,235 shares; 2025Q3: 41,765 shares; 2025Q4: 42,308 shares 42,308 $1.84M 0.84% +543 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,090 shares; 2024Q4: 63,665 shares; 2025Q1: 67,911 shares; 2025Q2: 86,688 shares; 2025Q3: 91,435 shares; 2025Q4: 74,126 shares 74,126 $1.65M 0.76% -17,309 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: 25,516 shares; 2024Q4: 25,321 shares; 2025Q1: 23,482 shares; 2025Q2: 23,770 shares; 2025Q3: 23,826 shares; 2025Q4: 23,971 shares 23,971 $1.5M 0.69% +145 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: 3,440 shares; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,542 shares; 2025Q3: 3,542 shares; 2025Q4: 3,542 shares 3,542 $1.32M 0.61% 0 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: 74,337 shares; 2024Q4: 28,114 shares; 2025Q1: 83,937 shares; 2025Q2: 84,872 shares; 2025Q3: 87,704 shares; 2025Q4: 37,014 shares 37,014 $922K 0.42% -50,690 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 10,040 shares; 2025Q1: 10,040 shares; 2025Q2: 10,040 shares; 2025Q3: 50,593 shares; 2025Q4: 20,662 shares 20,662 $842K 0.39% -29,931 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: 9,786 shares; 2024Q4: 9,494 shares; 2025Q1: 9,511 shares; 2025Q2: 9,538 shares; 2025Q3: 9,553 shares; 2025Q4: 9,241 shares 9,241 $740K 0.34% -312 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,784 shares; 2025Q1: 1,780 shares; 2025Q2: 1,367 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares 1,457 $732K 0.34% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,681 shares; 2024Q4: 8,319 shares; 2025Q1: 19,239 shares; 2025Q2: 19,255 shares; 2025Q3: 22,087 shares; 2025Q4: 7,983 shares 7,983 $689K 0.32% -14,104 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,134 shares; 2024Q4: 13,300 shares; 2025Q1: 13,745 shares; 2025Q2: 15,830 shares; 2025Q3: 15,830 shares; 2025Q4: 15,054 shares 15,054 $675K 0.31% -776 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,461 shares; 2024Q4: 10,563 shares; 2025Q1: 10,476 shares; 2025Q2: 12,280 shares; 2025Q3: 12,280 shares; 2025Q4: 12,545 shares 12,545 $674K 0.31% +265 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: 17,678 shares; 2024Q4: 17,096 shares; 2025Q1: 18,023 shares; 2025Q2: 18,058 shares; 2025Q3: 18,252 shares; 2025Q4: 6,458 shares 6,458 $652K 0.3% -11,794 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: 2,273 shares; 2024Q4: 2,640 shares; 2025Q1: 2,868 shares; 2025Q2: 2,653 shares; 2025Q3: 2,369 shares; 2025Q4: 2,317 shares 2,317 $638K 0.29% -52 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,804 shares; 2025Q4: 3,694 shares 3,694 $636K 0.29% -110 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 3,873 shares; 2025Q1: 3,873 shares; 2025Q2: 3,873 shares; 2025Q3: 7,633 shares; 2025Q4: 7,633 shares 7,633 $626K 0.29% 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: 2,175 shares; 2024Q4: 771 shares; 2025Q1: 945 shares; 2025Q2: 944 shares; 2025Q3: 941 shares; 2025Q4: 925 shares 925 $623K 0.29% -16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 8,617 shares 8,617 $577K 0.26% +5,533 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,710 shares; 2024Q4: 6,632 shares; 2025Q1: 6,180 shares; 2025Q2: 6,338 shares; 2025Q3: 6,367 shares; 2025Q4: 6,395 shares 6,395 $566K 0.26% +28 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 3,855 shares; 2025Q1: 3,650 shares; 2025Q2: 3,712 shares; 2025Q3: 3,722 shares; 2025Q4: 3,727 shares 3,727 $534K 0.24% +5 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: 10,356 shares; 2024Q4: 10,236 shares; 2025Q1: 9,666 shares; 2025Q2: 9,828 shares; 2025Q3: 9,856 shares; 2025Q4: 9,845 shares 9,845 $529K 0.24% -11 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 5,279 shares; 2025Q4: 5,160 shares 5,160 $518K 0.24% -119 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY 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: 6,202 shares; 2025Q2: 8,325 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares 8,500 $503K 0.23% 0 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: 91 shares; 2024Q4: 87 shares; 2025Q1: 86 shares; 2025Q2: 87 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91 $487K 0.22% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,577 shares; 2025Q1: 1,469 shares; 2025Q2: 1,661 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares 1,694 $480K 0.22% 0 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,554 shares; 2024Q4: 9,872 shares; 2025Q1: 10,477 shares; 2025Q2: 10,477 shares; 2025Q3: 8,559 shares; 2025Q4: 8,519 shares 8,519 $455K 0.21% -40 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 621 shares; 2025Q1: 775 shares; 2025Q2: 836 shares; 2025Q3: 801 shares; 2025Q4: 801 shares 801 $443K 0.2% 0 Timeline RIGL RIGEL PHARMACEUTICALS INC More: the full row for RIGEL PHARMACEUTICALS 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: 10,338 shares; 2025Q4: 10,338 shares 10,338 $443K 0.2% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: 3,901 shares; 2025Q3: 3,420 shares; 2025Q4: 3,420 shares 3,420 $437K 0.2% 0 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,367 shares; 2024Q4: 9,123 shares; 2025Q1: 10,362 shares; 2025Q2: 11,107 shares; 2025Q3: 9,175 shares; 2025Q4: 9,175 shares 9,175 $431K 0.2% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,158 shares; 2025Q1: 1,504 shares; 2025Q2: 1,086 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares 1,016 $429K 0.2% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 454 shares; 2025Q4: 454 shares 454 $424K 0.19% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 1,126 shares 1,126 $415K 0.19% new 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: 1,991 shares; 2024Q4: 1,954 shares; 2025Q1: 2,270 shares; 2025Q2: 2,455 shares; 2025Q3: 2,195 shares; 2025Q4: 2,195 shares 2,195 $409K 0.19% 0 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: 3,067 shares; 2025Q2: 2,667 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares 2,290 $407K 0.19% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 2,293 shares; 2025Q1: 2,893 shares; 2025Q2: 3,152 shares; 2025Q3: 2,462 shares; 2025Q4: 2,462 shares 2,462 $399K 0.18% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 4,905 shares; 2025Q1: 4,624 shares; 2025Q2: 4,748 shares; 2025Q3: 4,888 shares; 2025Q4: 5,010 shares 5,010 $398K 0.18% +122 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,021 shares; 2025Q1: 2,028 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,164 shares 2,164 $392K 0.18% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 962 shares 962 $383K 0.18% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 5,605 shares; 2025Q3: 5,595 shares; 2025Q4: 5,595 shares 5,595 $377K 0.17% 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: 894 shares; 2024Q4: 897 shares; 2025Q1: 1,038 shares; 2025Q2: 1,161 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares 1,204 $374K 0.17% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,102 shares; 2025Q1: 2,800 shares; 2025Q2: 3,057 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares 2,962 $373K 0.17% 0 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,137 shares; 2025Q1: not reported; 2025Q2: 6,164 shares; 2025Q3: 6,189 shares; 2025Q4: 6,189 shares 6,189 $370K 0.17% 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: not reported; 2025Q4: 1,991 shares 1,991 $341K 0.16% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,725 shares; 2024Q4: 5,725 shares; 2025Q1: 5,725 shares; 2025Q2: 4,821 shares; 2025Q3: 4,821 shares; 2025Q4: 4,821 shares 4,821 $340K 0.16% 0 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,319 shares; 2024Q4: 35,650 shares; 2025Q1: 31,080 shares; 2025Q2: 34,424 shares; 2025Q3: 31,259 shares; 2025Q4: 31,259 shares 31,259 $330K 0.15% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 499 shares; 2025Q1: 551 shares; 2025Q2: 615 shares; 2025Q3: 638 shares; 2025Q4: 652 shares 652 $320K 0.15% +14 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 2,592 shares; 2025Q3: 2,733 shares; 2025Q4: 2,733 shares 2,733 $307K 0.14% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 2,328 shares; 2025Q1: 1,751 shares; 2025Q2: 1,959 shares; 2025Q3: 2,026 shares; 2025Q4: 2,074 shares 2,074 $298K 0.14% +48 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,577 shares 9,577 $292K 0.13% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 2,337 shares; 2025Q3: 2,337 shares; 2025Q4: 2,337 shares 2,337 $282K 0.13% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 4,799 shares; 2025Q1: 4,802 shares; 2025Q2: 4,806 shares; 2025Q3: 4,810 shares; 2025Q4: 4,813 shares 4,813 $279K 0.13% +3 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 7,791 shares; 2025Q1: 8,146 shares; 2025Q2: 7,906 shares; 2025Q3: 7,998 shares; 2025Q4: 8,277 shares 8,277 $276K 0.13% +279 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 5,012 shares; 2025Q1: 5,012 shares; 2025Q2: 5,012 shares; 2025Q3: 5,012 shares; 2025Q4: 5,012 shares 5,012 $275K 0.13% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,138 shares; 2024Q4: 5,538 shares; 2025Q1: 5,542 shares; 2025Q2: 5,547 shares; 2025Q3: 5,551 shares; 2025Q4: 5,556 shares 5,556 $260K 0.12% +5 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,826 shares; 2025Q1: 1,830 shares; 2025Q2: 1,834 shares; 2025Q3: 1,838 shares; 2025Q4: 1,843 shares 1,843 $260K 0.12% +5 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 5,171 shares; 2025Q1: 5,171 shares; 2025Q2: 5,171 shares; 2025Q3: 5,171 shares; 2025Q4: 5,171 shares 5,171 $256K 0.12% 0 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: 15,802 shares; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares 2,080 $256K 0.12% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,712 shares 2,712 $255K 0.12% 0 Timeline BGC BGC GROUP INC More: the full row for BGC 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: 32,273 shares; 2025Q3: 32,816 shares; 2025Q4: 28,058 shares 28,058 $251K 0.11% -4,758 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,480 shares; 2025Q1: 1,482 shares; 2025Q2: 1,282 shares; 2025Q3: 1,283 shares; 2025Q4: 1,286 shares 1,286 $249K 0.11% +3 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: 717 shares; 2024Q4: not reported; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares 717 $235K 0.11% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,056 shares; 2025Q2: 1,445 shares; 2025Q3: 1,678 shares; 2025Q4: 1,440 shares 1,440 $233K 0.11% -238 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: not reported; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,167 shares 2,167 $232K 0.11% 0 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: 368 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares 307 $232K 0.11% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 8,585 shares; 2025Q1: 8,634 shares; 2025Q2: 8,710 shares; 2025Q3: 8,786 shares; 2025Q4: 8,890 shares 8,890 $229K 0.1% +104 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 2,972 shares 2,972 $227K 0.1% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,802 shares; 2025Q4: 2,802 shares 2,802 $226K 0.1% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA 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: 1,522 shares; 2025Q4: 1,354 shares 1,354 $225K 0.1% -168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,105 shares; 2025Q4: 3,105 shares 3,105 $222K 0.1% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 1,997 shares; 2025Q1: 1,986 shares; 2025Q2: 1,644 shares; 2025Q3: 1,647 shares; 2025Q4: 1,652 shares 1,652 $220K 0.1% +5 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 2,763 shares; 2025Q1: 3,572 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares; 2025Q4: 3,572 shares 3,572 $218K 0.1% 0 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: 5,535 shares; 2024Q4: 5,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 793 shares 793 $216K 0.1% new Timeline VPU 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: 1,301 shares; 2024Q4: 1,312 shares; 2025Q1: 1,317 shares; 2025Q2: 1,144 shares; 2025Q3: 1,148 shares; 2025Q4: 1,153 shares 1,153 $213K 0.1% +5 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 1,695 shares; 2025Q4: 1,476 shares 1,476 $212K 0.1% -219 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,822 shares; 2025Q4: 1,831 shares 1,831 $208K 0.1% +9 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: not reported; 2025Q3: not reported; 2025Q4: 997 shares 997 $205K 0.09% new 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: 592 shares; 2024Q4: 593 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518 shares; 2025Q4: 518 shares 518 $204K 0.09% 0 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS 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: 59,912 shares 59,912 $202K 0.09% new Timeline