IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,204 shares; 2024Q4: 682,336 shares; 2025Q1: 699,904 shares; 2025Q2: 731,911 shares; 2025Q3: 818,542 shares; 2025Q4: 834,790 shares 834,790 $572M 10.48% +16,248 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611,584 shares; 2024Q4: 2,571,020 shares; 2025Q1: 2,560,483 shares; 2025Q2: 2,638,760 shares; 2025Q3: 2,368,911 shares; 2025Q4: 2,353,884 shares 2,353,884 $350M 6.42% -15,027 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: 843,586 shares; 2024Q4: 854,070 shares; 2025Q1: 926,914 shares; 2025Q2: 929,883 shares; 2025Q3: 950,107 shares; 2025Q4: 988,070 shares 988,070 $269M 4.92% +37,963 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: 1,033,900 shares; 2024Q4: 1,067,899 shares; 2025Q1: 1,090,608 shares; 2025Q2: 1,109,237 shares; 2025Q3: 1,124,232 shares; 2025Q4: 1,106,002 shares 1,106,002 $206M 3.78% -18,230 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: 185,341 shares; 2024Q4: 188,846 shares; 2025Q1: 285,518 shares; 2025Q2: 296,859 shares; 2025Q3: 300,781 shares; 2025Q4: 304,917 shares 304,917 $147M 2.7% +4,136 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813,724 shares; 2024Q4: 3,829,632 shares; 2025Q1: 3,972,416 shares; 2025Q2: 3,871,123 shares; 2025Q3: 3,871,452 shares; 2025Q4: 3,879,141 shares 3,879,141 $135M 2.47% +7,689 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268,261 shares; 2024Q4: 1,362,429 shares; 2025Q1: 1,469,251 shares; 2025Q2: 1,578,498 shares; 2025Q3: 1,980,204 shares; 2025Q4: 2,028,325 shares 2,028,325 $123M 2.26% +48,121 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,369 shares; 2024Q4: 322,015 shares; 2025Q1: 339,085 shares; 2025Q2: 347,731 shares; 2025Q3: 351,838 shares; 2025Q4: 353,220 shares 353,220 $111M 2.03% +1,382 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,786 shares; 2024Q4: 299,171 shares; 2025Q1: 322,515 shares; 2025Q2: 323,533 shares; 2025Q3: 323,338 shares; 2025Q4: 325,852 shares 325,852 $102M 1.87% +2,514 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,452 shares; 2024Q4: 381,606 shares; 2025Q1: 380,319 shares; 2025Q2: 385,949 shares; 2025Q3: 394,149 shares; 2025Q4: 400,771 shares 400,771 $92.5M 1.7% +6,622 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947,643 shares; 2024Q4: 2,947,617 shares; 2025Q1: 3,822,248 shares; 2025Q2: 3,822,248 shares; 2025Q3: 3,822,457 shares; 2025Q4: 3,821,019 shares 3,821,019 $71.1M 1.3% -1,438 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,551 shares; 2024Q4: 604,311 shares; 2025Q1: 1,200,559 shares; 2025Q2: 1,289,076 shares; 2025Q3: 1,429,706 shares; 2025Q4: 1,507,417 shares 1,507,417 $68.9M 1.26% +77,711 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,080 shares; 2024Q4: 224,627 shares; 2025Q1: 222,435 shares; 2025Q2: 233,612 shares; 2025Q3: 218,243 shares; 2025Q4: 215,883 shares 215,883 $68M 1.25% -2,360 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195 shares; 2025Q3: 704,135 shares; 2025Q4: 757,051 shares 757,051 $62.3M 1.14% +52,916 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,926 shares; 2024Q4: 963,488 shares; 2025Q1: 1,023,166 shares; 2025Q2: 1,059,365 shares; 2025Q3: 652,646 shares; 2025Q4: 653,305 shares 653,305 $58.4M 1.07% +659 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,122 shares; 2024Q4: 64,421 shares; 2025Q1: 72,062 shares; 2025Q2: 70,957 shares; 2025Q3: 74,892 shares; 2025Q4: 76,699 shares 76,699 $50.6M 0.93% +1,807 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,682 shares; 2024Q4: 151,187 shares; 2025Q1: 149,712 shares; 2025Q2: 150,437 shares; 2025Q3: 149,197 shares; 2025Q4: 149,456 shares 149,456 $50.1M 0.92% +259 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,346 shares; 2024Q4: 129,516 shares; 2025Q1: 130,397 shares; 2025Q2: 132,465 shares; 2025Q3: 133,706 shares; 2025Q4: 134,316 shares 134,316 $43.3M 0.79% +610 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: 167,234 shares; 2024Q4: 167,595 shares; 2025Q1: 166,120 shares; 2025Q2: 158,502 shares; 2025Q3: 158,099 shares; 2025Q4: 157,169 shares 157,169 $40.6M 0.74% -930 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,016 shares; 2024Q4: 46,623 shares; 2025Q1: 46,376 shares; 2025Q2: 46,559 shares; 2025Q3: 46,538 shares; 2025Q4: 45,522 shares 45,522 $39.3M 0.72% -1,016 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: 77,036 shares; 2024Q4: 77,454 shares; 2025Q1: 77,805 shares; 2025Q2: 78,349 shares; 2025Q3: 76,879 shares; 2025Q4: 78,067 shares 78,067 $39.2M 0.72% +1,188 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,851 shares; 2024Q4: 65,290 shares; 2025Q1: 69,338 shares; 2025Q2: 74,830 shares; 2025Q3: 81,013 shares; 2025Q4: 82,912 shares 82,912 $37.3M 0.68% +1,899 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: 70,838 shares; 2024Q4: 73,876 shares; 2025Q1: 88,374 shares; 2025Q2: 91,378 shares; 2025Q3: 94,932 shares; 2025Q4: 106,853 shares 106,853 $37M 0.68% +11,921 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: 615,403 shares; 2024Q4: 481,288 shares; 2025Q1: 194,122 shares; 2025Q2: 206,078 shares; 2025Q3: 206,310 shares; 2025Q4: 200,825 shares 200,825 $35.7M 0.65% -5,485 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,261 shares; 2024Q4: 202,560 shares; 2025Q1: 196,006 shares; 2025Q2: 188,562 shares; 2025Q3: 168,359 shares; 2025Q4: 163,901 shares 163,901 $32.6M 0.6% -4,458 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: 460,844 shares; 2024Q4: 451,162 shares; 2025Q1: 469,865 shares; 2025Q2: 503,239 shares; 2025Q3: 508,657 shares; 2025Q4: 515,743 shares 515,743 $32.2M 0.59% +7,086 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: 23,649 shares; 2024Q4: 26,277 shares; 2025Q1: 28,973 shares; 2025Q2: 28,482 shares; 2025Q3: 29,217 shares; 2025Q4: 29,966 shares 29,966 $32.2M 0.59% +749 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: 35,400 shares; 2024Q4: 38,232 shares; 2025Q1: 39,373 shares; 2025Q2: 45,352 shares; 2025Q3: 45,987 shares; 2025Q4: 46,617 shares 46,617 $31.8M 0.58% +630 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,405 shares; 2024Q4: 29,046 shares; 2025Q1: 327,412 shares; 2025Q2: 340,920 shares; 2025Q3: 511,503 shares; 2025Q4: 592,874 shares 592,874 $31.3M 0.57% +81,371 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: 45,531 shares; 2024Q4: 46,090 shares; 2025Q1: 46,926 shares; 2025Q2: 47,024 shares; 2025Q3: 50,721 shares; 2025Q4: 49,960 shares 49,960 $30.7M 0.56% -761 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: 36,110 shares; 2024Q4: 37,044 shares; 2025Q1: 39,582 shares; 2025Q2: 48,911 shares; 2025Q3: 48,477 shares; 2025Q4: 48,406 shares 48,406 $30.4M 0.56% -71 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,422 shares; 2024Q4: 262,747 shares; 2025Q1: 271,432 shares; 2025Q2: 266,994 shares; 2025Q3: 282,174 shares; 2025Q4: 286,164 shares 286,164 $30M 0.55% +3,990 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,627 shares; 2024Q4: 77,744 shares; 2025Q1: 80,793 shares; 2025Q2: 83,385 shares; 2025Q3: 83,985 shares; 2025Q4: 85,466 shares 85,466 $30M 0.55% +1,481 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,048 shares; 2024Q4: 25,693 shares; 2025Q1: 28,575 shares; 2025Q2: 29,351 shares; 2025Q3: 29,970 shares; 2025Q4: 317,866 shares 317,866 $29.8M 0.55% +287,896 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,486 shares; 2024Q4: 132,907 shares; 2025Q1: 134,077 shares; 2025Q2: 134,793 shares; 2025Q3: 143,613 shares; 2025Q4: 143,189 shares 143,189 $27.3M 0.5% -424 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,661 shares; 2024Q4: 287,401 shares; 2025Q1: 247,405 shares; 2025Q2: 247,071 shares; 2025Q3: 255,450 shares; 2025Q4: 261,673 shares 261,673 $26.1M 0.48% +6,223 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,728 shares; 2024Q4: 236,172 shares; 2025Q1: 256,039 shares; 2025Q2: 267,850 shares; 2025Q3: 272,314 shares; 2025Q4: 291,363 shares 291,363 $24.8M 0.45% +19,049 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,341 shares; 2024Q4: 42,178 shares; 2025Q1: 41,523 shares; 2025Q2: 41,293 shares; 2025Q3: 41,126 shares; 2025Q4: 41,311 shares 41,311 $23.6M 0.43% +185 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: 108,805 shares; 2024Q4: 108,185 shares; 2025Q1: 107,042 shares; 2025Q2: 104,614 shares; 2025Q3: 105,213 shares; 2025Q4: 102,585 shares 102,585 $23.4M 0.43% -2,628 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,369 shares; 2024Q4: 40,283 shares; 2025Q1: 39,139 shares; 2025Q2: 39,953 shares; 2025Q3: 40,405 shares; 2025Q4: 40,412 shares 40,412 $22.9M 0.42% +7 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,615 shares; 2024Q4: 356,421 shares; 2025Q1: 324,389 shares; 2025Q2: 331,642 shares; 2025Q3: 334,802 shares; 2025Q4: 338,484 shares 338,484 $22.8M 0.42% +3,682 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,839 shares; 2024Q4: 215,082 shares; 2025Q1: 216,721 shares; 2025Q2: 215,861 shares; 2025Q3: 219,720 shares; 2025Q4: 226,647 shares 226,647 $21.8M 0.4% +6,927 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,415 shares; 2024Q4: 550,922 shares; 2025Q1: 527,890 shares; 2025Q2: 521,042 shares; 2025Q3: 545,687 shares; 2025Q4: 549,287 shares 549,287 $21.7M 0.4% +3,600 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,516 shares; 2024Q4: 37,976 shares; 2025Q1: 39,200 shares; 2025Q2: 48,340 shares; 2025Q3: 51,572 shares; 2025Q4: 54,573 shares 54,573 $21.6M 0.4% +3,001 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,796 shares; 2024Q4: 265,171 shares; 2025Q1: 271,132 shares; 2025Q2: 269,872 shares; 2025Q3: 255,330 shares; 2025Q4: 261,838 shares 261,838 $21.4M 0.39% +6,508 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,993 shares; 2024Q4: 132,716 shares; 2025Q1: 132,649 shares; 2025Q2: 133,633 shares; 2025Q3: 136,928 shares; 2025Q4: 138,420 shares 138,420 $21.3M 0.39% +1,492 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,336 shares; 2024Q4: 33,344 shares; 2025Q1: 36,458 shares; 2025Q2: 35,195 shares; 2025Q3: 35,786 shares; 2025Q4: 35,894 shares 35,894 $20.8M 0.38% +108 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,002 shares; 2024Q4: 269,476 shares; 2025Q1: 259,528 shares; 2025Q2: 249,215 shares; 2025Q3: 242,863 shares; 2025Q4: 237,762 shares 237,762 $19.6M 0.36% -5,101 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,374 shares; 2024Q4: 25,803 shares; 2025Q1: 25,679 shares; 2025Q2: 25,296 shares; 2025Q3: 26,318 shares; 2025Q4: 26,425 shares 26,425 $17.5M 0.32% +107 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,480 shares; 2024Q4: 146,448 shares; 2025Q1: 148,430 shares; 2025Q2: 155,073 shares; 2025Q3: 152,992 shares; 2025Q4: 156,033 shares 156,033 $17.4M 0.32% +3,041 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,697 shares; 2024Q4: 66,934 shares; 2025Q1: 67,283 shares; 2025Q2: 67,794 shares; 2025Q3: 67,275 shares; 2025Q4: 65,463 shares 65,463 $17.4M 0.32% -1,812 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,942 shares; 2024Q4: 110,090 shares; 2025Q1: 111,833 shares; 2025Q2: 106,396 shares; 2025Q3: 110,990 shares; 2025Q4: 111,664 shares 111,664 $17M 0.31% +674 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: 271,120 shares; 2024Q4: 273,120 shares; 2025Q1: 276,116 shares; 2025Q2: 285,917 shares; 2025Q3: 283,995 shares; 2025Q4: 306,488 shares 306,488 $16.5M 0.3% +22,493 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,936 shares; 2024Q4: 72,471 shares; 2025Q1: 76,195 shares; 2025Q2: 72,857 shares; 2025Q3: 75,467 shares; 2025Q4: 79,440 shares 79,440 $16.4M 0.3% +3,973 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,325 shares; 2024Q4: 125,869 shares; 2025Q1: 127,540 shares; 2025Q2: 129,750 shares; 2025Q3: 128,658 shares; 2025Q4: 131,090 shares 131,090 $16.4M 0.3% +2,432 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,731 shares; 2024Q4: 56,090 shares; 2025Q1: 58,433 shares; 2025Q2: 56,692 shares; 2025Q3: 55,115 shares; 2025Q4: 55,104 shares 55,104 $16M 0.29% -11 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: 3,099 shares; 2024Q4: 3,102 shares; 2025Q1: 3,082 shares; 2025Q2: 2,927 shares; 2025Q3: 2,914 shares; 2025Q4: 2,947 shares 2,947 $15.8M 0.29% +33 Timeline ICSH 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: 183,364 shares; 2024Q4: 175,521 shares; 2025Q1: 175,770 shares; 2025Q2: 225,920 shares; 2025Q3: 226,348 shares; 2025Q4: 311,906 shares 311,906 $15.8M 0.29% +85,558 Timeline IGSB 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: 58,968 shares; 2024Q4: 59,799 shares; 2025Q1: 301,027 shares; 2025Q2: 335,115 shares; 2025Q3: 276,106 shares; 2025Q4: 286,184 shares 286,184 $15.2M 0.28% +10,078 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,758 shares; 2024Q4: 24,566 shares; 2025Q1: 28,319 shares; 2025Q2: 28,937 shares; 2025Q3: 29,135 shares; 2025Q4: 30,266 shares 30,266 $14.3M 0.26% +1,131 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,213 shares; 2024Q4: 59,584 shares; 2025Q1: 58,410 shares; 2025Q2: 56,127 shares; 2025Q3: 53,030 shares; 2025Q4: 51,099 shares 51,099 $13.7M 0.25% -1,931 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,253 shares; 2025Q1: 79,232 shares; 2025Q2: 80,378 shares; 2025Q3: 199,802 shares; 2025Q4: 134,414 shares 134,414 $13.5M 0.25% -65,388 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,621 shares; 2024Q4: 148,244 shares; 2025Q1: 154,403 shares; 2025Q2: 160,550 shares; 2025Q3: 162,705 shares; 2025Q4: 161,861 shares 161,861 $13M 0.24% -844 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,248 shares; 2024Q4: 151,016 shares; 2025Q1: 181,273 shares; 2025Q2: 182,846 shares; 2025Q3: 190,732 shares; 2025Q4: 196,209 shares 196,209 $13M 0.24% +5,477 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,311 shares; 2024Q4: 158,657 shares; 2025Q1: 154,808 shares; 2025Q2: 150,313 shares; 2025Q3: 147,545 shares; 2025Q4: 145,846 shares 145,846 $12.9M 0.24% -1,699 Timeline HYG 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: 157,382 shares; 2024Q4: 160,250 shares; 2025Q1: 158,017 shares; 2025Q2: 158,674 shares; 2025Q3: 157,410 shares; 2025Q4: 156,405 shares 156,405 $12.6M 0.23% -1,005 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,226 shares; 2024Q4: 67,022 shares; 2025Q1: 66,850 shares; 2025Q2: 64,139 shares; 2025Q3: 65,245 shares; 2025Q4: 63,241 shares 63,241 $12.3M 0.23% -2,004 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,197 shares; 2024Q4: 54,698 shares; 2025Q1: 55,297 shares; 2025Q2: 56,938 shares; 2025Q3: 56,943 shares; 2025Q4: 57,729 shares 57,729 $12.2M 0.22% +786 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,425 shares; 2024Q4: 58,002 shares; 2025Q1: 57,761 shares; 2025Q2: 57,579 shares; 2025Q3: 56,261 shares; 2025Q4: 55,171 shares 55,171 $12.1M 0.22% -1,090 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,969 shares; 2024Q4: 625,235 shares; 2025Q1: 626,487 shares; 2025Q2: 569,755 shares; 2025Q3: 493,195 shares; 2025Q4: 439,958 shares 439,958 $12.1M 0.22% -53,237 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,957 shares; 2024Q4: 36,476 shares; 2025Q1: 33,101 shares; 2025Q2: 37,041 shares; 2025Q3: 38,823 shares; 2025Q4: 39,001 shares 39,001 $11.9M 0.22% +178 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,748 shares; 2024Q4: 11,702 shares; 2025Q1: 11,441 shares; 2025Q2: 11,090 shares; 2025Q3: 10,848 shares; 2025Q4: 10,918 shares 10,918 $11.7M 0.21% +70 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,603 shares; 2024Q4: 22,328 shares; 2025Q1: 22,077 shares; 2025Q2: 23,773 shares; 2025Q3: 23,335 shares; 2025Q4: 24,332 shares 24,332 $11.4M 0.21% +997 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,555 shares; 2024Q4: 51,769 shares; 2025Q1: 54,684 shares; 2025Q2: 59,019 shares; 2025Q3: 60,135 shares; 2025Q4: 61,940 shares 61,940 $11.4M 0.21% +1,805 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,322 shares; 2024Q4: 17,724 shares; 2025Q1: 18,270 shares; 2025Q2: 20,301 shares; 2025Q3: 24,132 shares; 2025Q4: 23,347 shares 23,347 $11.4M 0.21% -785 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,503 shares; 2024Q4: 451,256 shares; 2025Q1: 450,352 shares; 2025Q2: 476,097 shares; 2025Q3: 94,353 shares; 2025Q4: 91,180 shares 91,180 $11.2M 0.21% -3,173 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,019 shares; 2024Q4: 137,034 shares; 2025Q1: 141,824 shares; 2025Q2: 139,940 shares; 2025Q3: 137,803 shares; 2025Q4: 135,417 shares 135,417 $10.9M 0.2% -2,386 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,244 shares; 2024Q4: 29,650 shares; 2025Q1: 29,285 shares; 2025Q2: 30,501 shares; 2025Q3: 30,488 shares; 2025Q4: 30,996 shares 30,996 $10.7M 0.2% +508 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,650 shares; 2024Q4: 96,491 shares; 2025Q1: 99,754 shares; 2025Q2: 121,446 shares; 2025Q3: 145,962 shares; 2025Q4: 151,188 shares 151,188 $10.5M 0.19% +5,226 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,564 shares; 2024Q4: 35,514 shares; 2025Q1: 34,234 shares; 2025Q2: 32,532 shares; 2025Q3: 32,201 shares; 2025Q4: 29,011 shares 29,011 $10.2M 0.19% -3,190 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,903 shares; 2024Q4: 48,537 shares; 2025Q1: 47,279 shares; 2025Q2: 47,357 shares; 2025Q3: 52,820 shares; 2025Q4: 51,880 shares 51,880 $10.1M 0.19% -940 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,165 shares; 2024Q4: 78,094 shares; 2025Q1: 95,057 shares; 2025Q2: 84,874 shares; 2025Q3: 93,874 shares; 2025Q4: 84,051 shares 84,051 $10.1M 0.19% -9,823 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,659 shares; 2024Q4: 212,811 shares; 2025Q1: 200,260 shares; 2025Q2: 221,897 shares; 2025Q3: 218,361 shares; 2025Q4: 218,541 shares 218,541 $9.93M 0.18% +180 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,314 shares; 2024Q4: 52,677 shares; 2025Q1: 53,593 shares; 2025Q2: 54,685 shares; 2025Q3: 55,042 shares; 2025Q4: 55,790 shares 55,790 $9.9M 0.18% +748 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,026 shares; 2024Q4: 45,074 shares; 2025Q1: 45,680 shares; 2025Q2: 46,895 shares; 2025Q3: 46,573 shares; 2025Q4: 45,957 shares 45,957 $9.73M 0.18% -616 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: 39,298 shares; 2024Q4: 37,040 shares; 2025Q1: 34,164 shares; 2025Q2: 35,231 shares; 2025Q3: 74,470 shares; 2025Q4: 78,474 shares 78,474 $9.63M 0.18% +4,004 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,097 shares; 2024Q4: 42,553 shares; 2025Q1: 39,154 shares; 2025Q2: 38,269 shares; 2025Q3: 37,200 shares; 2025Q4: 36,228 shares 36,228 $9.51M 0.17% -972 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: 87,098 shares; 2024Q4: 86,907 shares; 2025Q1: 91,446 shares; 2025Q2: 102,738 shares; 2025Q3: 104,661 shares; 2025Q4: 106,868 shares 106,868 $9.46M 0.17% +2,207 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: 29,533 shares; 2024Q4: 29,529 shares; 2025Q1: 28,730 shares; 2025Q2: 29,063 shares; 2025Q3: 29,483 shares; 2025Q4: 31,598 shares 31,598 $9.36M 0.17% +2,115 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,352 shares; 2024Q4: 72,667 shares; 2025Q1: 69,279 shares; 2025Q2: 63,542 shares; 2025Q3: 70,311 shares; 2025Q4: 77,456 shares 77,456 $9.32M 0.17% +7,145 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,883 shares; 2024Q4: 71,952 shares; 2025Q1: 64,334 shares; 2025Q2: 49,074 shares; 2025Q3: 47,288 shares; 2025Q4: 48,214 shares 48,214 $9.24M 0.17% +926 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,418 shares; 2024Q4: 29,929 shares; 2025Q1: 29,892 shares; 2025Q2: 29,017 shares; 2025Q3: 29,158 shares; 2025Q4: 28,402 shares 28,402 $9.21M 0.17% -756 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: 12,894 shares; 2024Q4: 12,656 shares; 2025Q1: 12,278 shares; 2025Q2: 12,286 shares; 2025Q3: 12,226 shares; 2025Q4: 12,074 shares 12,074 $9.1M 0.17% -152 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,127 shares; 2024Q4: 102,425 shares; 2025Q1: 104,749 shares; 2025Q2: 112,301 shares; 2025Q3: 113,809 shares; 2025Q4: 113,809 shares 113,809 $8.77M 0.16% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,078 shares; 2024Q4: 413,012 shares; 2025Q1: 406,743 shares; 2025Q2: 380,165 shares; 2025Q3: 379,821 shares; 2025Q4: 370,143 shares 370,143 $8.73M 0.16% -9,678 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,638 shares; 2024Q4: 34,536 shares; 2025Q1: 31,303 shares; 2025Q2: 28,601 shares; 2025Q3: 27,331 shares; 2025Q4: 26,422 shares 26,422 $8.73M 0.16% -909 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,058 shares; 2024Q4: 115,045 shares; 2025Q1: 114,808 shares; 2025Q2: 114,273 shares; 2025Q3: 113,766 shares; 2025Q4: 113,358 shares 113,358 $8.55M 0.16% -408 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,855 shares; 2024Q4: 64,257 shares; 2025Q1: 64,456 shares; 2025Q2: 63,267 shares; 2025Q3: 60,544 shares; 2025Q4: 59,649 shares 59,649 $8.55M 0.16% -895 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,402 shares; 2024Q4: 356,948 shares; 2025Q1: 368,926 shares; 2025Q2: 353,286 shares; 2025Q3: 355,879 shares; 2025Q4: 342,102 shares 342,102 $8.22M 0.15% -13,777 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,477 shares; 2024Q4: 58,636 shares; 2025Q1: 58,493 shares; 2025Q2: 57,472 shares; 2025Q3: 57,380 shares; 2025Q4: 57,357 shares 57,357 $8.12M 0.15% -23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,016 shares; 2025Q1: 56,057 shares; 2025Q2: 59,658 shares; 2025Q3: 62,029 shares; 2025Q4: 61,702 shares 61,702 $8.11M 0.15% -327 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,896 shares; 2024Q4: 38,476 shares; 2025Q1: 39,088 shares; 2025Q2: 39,530 shares; 2025Q3: 38,454 shares; 2025Q4: 38,330 shares 38,330 $8.06M 0.15% -124 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,090 shares; 2024Q4: 17,874 shares; 2025Q1: 18,335 shares; 2025Q2: 18,173 shares; 2025Q3: 19,191 shares; 2025Q4: 18,956 shares 18,956 $8.01M 0.15% -235 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,659 shares; 2024Q4: 51,282 shares; 2025Q1: 57,454 shares; 2025Q2: 59,470 shares; 2025Q3: 55,780 shares; 2025Q4: 53,292 shares 53,292 $7.94M 0.15% -2,488 Timeline IBDV 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: 201,466 shares; 2024Q4: 249,375 shares; 2025Q1: 241,456 shares; 2025Q2: 265,684 shares; 2025Q3: 275,562 shares; 2025Q4: 353,005 shares 353,005 $7.79M 0.14% +77,443 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: 41,139 shares; 2024Q4: 36,752 shares; 2025Q1: 34,781 shares; 2025Q2: 35,510 shares; 2025Q3: 51,027 shares; 2025Q4: 54,086 shares 54,086 $7.76M 0.14% +3,059 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 183,965 shares; 2025Q1: 184,283 shares; 2025Q2: 185,213 shares; 2025Q3: 154,110 shares; 2025Q4: 86,984 shares 86,984 $7.73M 0.14% -67,126 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,713 shares; 2024Q4: 6,442 shares; 2025Q1: 7,204 shares; 2025Q2: 8,271 shares; 2025Q3: 9,906 shares; 2025Q4: 11,700 shares 11,700 $7.65M 0.14% +1,794 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,412 shares; 2024Q4: 15,712 shares; 2025Q1: 19,100 shares; 2025Q2: 19,616 shares; 2025Q3: 21,959 shares; 2025Q4: 21,603 shares 21,603 $7.6M 0.14% -356 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,422 shares; 2024Q4: 24,150 shares; 2025Q1: 22,207 shares; 2025Q2: 26,500 shares; 2025Q3: 31,257 shares; 2025Q4: 34,874 shares 34,874 $7.47M 0.14% +3,617 Timeline IBDT 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: 190,483 shares; 2024Q4: 236,278 shares; 2025Q1: 225,654 shares; 2025Q2: 245,228 shares; 2025Q3: 259,183 shares; 2025Q4: 290,513 shares 290,513 $7.45M 0.14% +31,330 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,848 shares; 2024Q4: 90,246 shares; 2025Q1: 87,275 shares; 2025Q2: 88,909 shares; 2025Q3: 94,530 shares; 2025Q4: 96,453 shares 96,453 $7.4M 0.14% +1,923 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 4,741 shares; 2025Q1: 6,776 shares; 2025Q2: 7,302 shares; 2025Q3: 7,951 shares; 2025Q4: 8,065 shares 8,065 $7.1M 0.13% +114 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,065 shares; 2024Q4: 16,217 shares; 2025Q1: 16,555 shares; 2025Q2: 16,387 shares; 2025Q3: 16,624 shares; 2025Q4: 15,852 shares 15,852 $7.06M 0.13% -772 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,410 shares; 2024Q4: 130,969 shares; 2025Q1: 122,736 shares; 2025Q2: 117,253 shares; 2025Q3: 118,927 shares; 2025Q4: 128,770 shares 128,770 $7.05M 0.13% +9,843 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: 96,117 shares; 2024Q4: 93,736 shares; 2025Q1: 85,808 shares; 2025Q2: 95,801 shares; 2025Q3: 84,520 shares; 2025Q4: 74,807 shares 74,807 $7.04M 0.13% -9,713 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,305 shares; 2024Q4: 10,096 shares; 2025Q1: 10,230 shares; 2025Q2: 10,318 shares; 2025Q3: 9,586 shares; 2025Q4: 12,292 shares 12,292 $7.04M 0.13% +2,706 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,246 shares; 2024Q4: 53,520 shares; 2025Q1: 60,914 shares; 2025Q2: 71,224 shares; 2025Q3: 87,060 shares; 2025Q4: 85,918 shares 85,918 $6.77M 0.12% -1,142 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,778 shares; 2024Q4: 83,482 shares; 2025Q1: 85,773 shares; 2025Q2: 89,819 shares; 2025Q3: 92,167 shares; 2025Q4: 95,802 shares 95,802 $6.7M 0.12% +3,635 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,829 shares; 2024Q4: 162,084 shares; 2025Q1: 155,250 shares; 2025Q2: 165,088 shares; 2025Q3: 159,012 shares; 2025Q4: 144,784 shares 144,784 $6.67M 0.12% -14,228 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,797 shares; 2024Q4: 209,718 shares; 2025Q1: 245,483 shares; 2025Q2: 250,368 shares; 2025Q3: 249,352 shares; 2025Q4: 251,988 shares 251,988 $6.61M 0.12% +2,636 Timeline IBDU 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: 192,654 shares; 2024Q4: 241,783 shares; 2025Q1: 232,847 shares; 2025Q2: 255,337 shares; 2025Q3: 266,511 shares; 2025Q4: 279,096 shares 279,096 $6.58M 0.12% +12,585 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,267 shares; 2024Q4: 48,070 shares; 2025Q1: 47,115 shares; 2025Q2: 45,700 shares; 2025Q3: 46,048 shares; 2025Q4: 47,664 shares 47,664 $6.49M 0.12% +1,616 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,199 shares; 2024Q4: 152,626 shares; 2025Q1: 143,259 shares; 2025Q2: 160,957 shares; 2025Q3: 160,775 shares; 2025Q4: 170,568 shares 170,568 $6.49M 0.12% +9,793 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,438 shares; 2024Q4: 35,141 shares; 2025Q1: 35,075 shares; 2025Q2: 33,725 shares; 2025Q3: 33,104 shares; 2025Q4: 35,332 shares 35,332 $6.48M 0.12% +2,228 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 6,446 shares; 2025Q1: 6,267 shares; 2025Q2: 6,646 shares; 2025Q3: 7,162 shares; 2025Q4: 7,287 shares 7,287 $6.41M 0.12% +125 Timeline IBDS 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: 196,552 shares; 2024Q4: 246,215 shares; 2025Q1: 219,918 shares; 2025Q2: 240,100 shares; 2025Q3: 252,035 shares; 2025Q4: 261,023 shares 261,023 $6.38M 0.12% +8,988 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,533 shares; 2024Q4: 29,552 shares; 2025Q1: 29,295 shares; 2025Q2: 27,638 shares; 2025Q3: 26,499 shares; 2025Q4: 25,807 shares 25,807 $6.36M 0.12% -692 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,598 shares; 2025Q1: 2,750 shares; 2025Q2: 2,759 shares; 2025Q3: 2,856 shares; 2025Q4: 2,934 shares 2,934 $6.31M 0.12% +78 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,416 shares; 2024Q4: 110,266 shares; 2025Q1: 103,522 shares; 2025Q2: 103,435 shares; 2025Q3: 109,398 shares; 2025Q4: 112,248 shares 112,248 $6.17M 0.11% +2,850 Timeline IBDX 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: 172,352 shares; 2024Q4: 207,065 shares; 2025Q1: 200,792 shares; 2025Q2: 218,176 shares; 2025Q3: 227,475 shares; 2025Q4: 241,801 shares 241,801 $6.17M 0.11% +14,326 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 3,189 shares; 2025Q1: 3,798 shares; 2025Q2: 4,333 shares; 2025Q3: 10,147 shares; 2025Q4: 54,548 shares 54,548 $6.17M 0.11% +44,401 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: 279,877 shares; 2024Q4: 269,632 shares; 2025Q1: 199,341 shares; 2025Q2: 192,982 shares; 2025Q3: 171,743 shares; 2025Q4: 151,101 shares 151,101 $6.15M 0.11% -20,642 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,974 shares; 2024Q4: 112,328 shares; 2025Q1: 109,031 shares; 2025Q2: 106,133 shares; 2025Q3: 101,158 shares; 2025Q4: 90,306 shares 90,306 $6.15M 0.11% -10,852 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,395 shares; 2024Q4: 92,712 shares; 2025Q1: 90,535 shares; 2025Q2: 77,328 shares; 2025Q3: 73,572 shares; 2025Q4: 137,514 shares 137,514 $6.15M 0.11% +63,942 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,657 shares; 2024Q4: 82,126 shares; 2025Q1: 70,728 shares; 2025Q2: 70,664 shares; 2025Q3: 70,963 shares; 2025Q4: 66,662 shares 66,662 $6.11M 0.11% -4,301 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,441 shares; 2024Q4: 244,322 shares; 2025Q1: 209,689 shares; 2025Q2: 230,443 shares; 2025Q3: 242,833 shares; 2025Q4: 249,666 shares 249,666 $6.1M 0.11% +6,833 Timeline IBDW 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: 213,033 shares; 2024Q4: 254,468 shares; 2025Q1: 237,022 shares; 2025Q2: 255,333 shares; 2025Q3: 268,716 shares; 2025Q4: 286,923 shares 286,923 $6.07M 0.11% +18,207 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,175 shares; 2024Q4: 22,783 shares; 2025Q1: 23,752 shares; 2025Q2: 26,646 shares; 2025Q3: 26,881 shares; 2025Q4: 24,293 shares 24,293 $5.98M 0.11% -2,588 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,448 shares; 2024Q4: 89,538 shares; 2025Q1: 88,371 shares; 2025Q2: 86,393 shares; 2025Q3: 79,916 shares; 2025Q4: 75,563 shares 75,563 $5.97M 0.11% -4,353 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,068 shares; 2024Q4: 46,561 shares; 2025Q1: 43,369 shares; 2025Q2: 44,275 shares; 2025Q3: 43,809 shares; 2025Q4: 40,875 shares 40,875 $5.87M 0.11% -2,934 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,704 shares; 2024Q4: 16,376 shares; 2025Q1: 16,692 shares; 2025Q2: 17,229 shares; 2025Q3: 17,652 shares; 2025Q4: 18,971 shares 18,971 $5.84M 0.11% +1,319 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,328 shares; 2024Q4: 17,723 shares; 2025Q1: 17,435 shares; 2025Q2: 18,919 shares; 2025Q3: 21,559 shares; 2025Q4: 22,736 shares 22,736 $5.84M 0.11% +1,177 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,700 shares; 2024Q4: 58,712 shares; 2025Q1: 54,209 shares; 2025Q2: 44,714 shares; 2025Q3: 43,628 shares; 2025Q4: 41,341 shares 41,341 $5.65M 0.1% -2,287 Timeline IBDY 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: 155,467 shares; 2024Q4: 192,922 shares; 2025Q1: 172,033 shares; 2025Q2: 188,406 shares; 2025Q3: 197,867 shares; 2025Q4: 210,833 shares 210,833 $5.51M 0.1% +12,966 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,119 shares; 2024Q4: 10,305 shares; 2025Q1: 10,090 shares; 2025Q2: 9,732 shares; 2025Q3: 9,642 shares; 2025Q4: 15,260 shares 15,260 $5.5M 0.1% +5,618 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,678 shares; 2024Q4: 58,925 shares; 2025Q1: 54,626 shares; 2025Q2: 46,986 shares; 2025Q3: 48,022 shares; 2025Q4: 52,201 shares 52,201 $5.49M 0.1% +4,179 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,483 shares; 2024Q4: 54,395 shares; 2025Q1: 54,283 shares; 2025Q2: 53,084 shares; 2025Q3: 51,046 shares; 2025Q4: 49,857 shares 49,857 $5.49M 0.1% -1,189 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,692 shares; 2024Q4: 23,963 shares; 2025Q1: 23,242 shares; 2025Q2: 21,987 shares; 2025Q3: 21,084 shares; 2025Q4: 20,998 shares 20,998 $5.38M 0.1% -86 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,385 shares; 2024Q4: 55,689 shares; 2025Q1: 63,948 shares; 2025Q2: 69,764 shares; 2025Q3: 74,410 shares; 2025Q4: 74,512 shares 74,512 $5.33M 0.1% +102 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: 162,482 shares; 2024Q4: 199,173 shares; 2025Q1: 177,576 shares; 2025Q2: 205,323 shares; 2025Q3: 197,073 shares; 2025Q4: 206,866 shares 206,866 $5.33M 0.1% +9,793 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $5.28M 0.1% 0 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 118,375 shares; 2025Q1: 140,283 shares; 2025Q2: 161,318 shares; 2025Q3: 177,703 shares; 2025Q4: 199,895 shares 199,895 $5.27M 0.1% +22,192 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,652 shares; 2024Q4: 165,019 shares; 2025Q1: 166,688 shares; 2025Q2: 166,807 shares; 2025Q3: 164,291 shares; 2025Q4: 159,786 shares 159,786 $5.23M 0.1% -4,505 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: 1,624 shares; 2024Q4: 2,488 shares; 2025Q1: 24,700 shares; 2025Q2: 61,649 shares; 2025Q3: 62,425 shares; 2025Q4: 64,510 shares 64,510 $5.18M 0.09% +2,085 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,819 shares; 2024Q4: 80,907 shares; 2025Q1: 57,554 shares; 2025Q2: 49,295 shares; 2025Q3: 47,067 shares; 2025Q4: 44,940 shares 44,940 $5.11M 0.09% -2,127 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: 44,365 shares; 2024Q4: 43,257 shares; 2025Q1: 42,920 shares; 2025Q2: 45,035 shares; 2025Q3: 45,524 shares; 2025Q4: 44,316 shares 44,316 $5.04M 0.09% -1,208 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,901 shares; 2024Q4: 26,086 shares; 2025Q1: 26,366 shares; 2025Q2: 26,016 shares; 2025Q3: 26,016 shares; 2025Q4: 25,197 shares 25,197 $5.03M 0.09% -819 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,781 shares; 2024Q4: 66,332 shares; 2025Q1: 53,573 shares; 2025Q2: 54,331 shares; 2025Q3: 56,426 shares; 2025Q4: 61,908 shares 61,908 $5.03M 0.09% +5,482 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,927 shares; 2024Q4: 12,773 shares; 2025Q1: 12,781 shares; 2025Q2: 12,937 shares; 2025Q3: 13,361 shares; 2025Q4: 13,575 shares 13,575 $5.02M 0.09% +214 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,298 shares; 2024Q4: 15,295 shares; 2025Q1: 15,543 shares; 2025Q2: 15,968 shares; 2025Q3: 15,982 shares; 2025Q4: 16,335 shares 16,335 $4.99M 0.09% +353 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,495 shares; 2024Q4: 25,677 shares; 2025Q1: 23,584 shares; 2025Q2: 28,774 shares; 2025Q3: 30,446 shares; 2025Q4: 46,525 shares 46,525 $4.98M 0.09% +16,079 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,486 shares; 2024Q4: 32,925 shares; 2025Q1: 33,743 shares; 2025Q2: 34,834 shares; 2025Q3: 35,681 shares; 2025Q4: 34,785 shares 34,785 $4.91M 0.09% -896 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,117 shares; 2024Q4: 23,117 shares; 2025Q1: 31,228 shares; 2025Q2: 35,809 shares; 2025Q3: 41,018 shares; 2025Q4: 51,485 shares 51,485 $4.9M 0.09% +10,467 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,383 shares; 2024Q4: 12,646 shares; 2025Q1: 17,409 shares; 2025Q2: 19,141 shares; 2025Q3: 18,277 shares; 2025Q4: 20,528 shares 20,528 $4.7M 0.09% +2,251 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,066 shares; 2024Q4: 67,361 shares; 2025Q1: 66,076 shares; 2025Q2: 65,283 shares; 2025Q3: 65,528 shares; 2025Q4: 61,579 shares 61,579 $4.62M 0.08% -3,949 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,669 shares; 2024Q4: 158,917 shares; 2025Q1: 182,182 shares; 2025Q2: 171,092 shares; 2025Q3: 180,138 shares; 2025Q4: 173,079 shares 173,079 $4.62M 0.08% -7,059 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,496 shares; 2024Q4: 174,189 shares; 2025Q1: 176,990 shares; 2025Q2: 178,337 shares; 2025Q3: 138,369 shares; 2025Q4: 81,584 shares 81,584 $4.6M 0.08% -56,785 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,599 shares; 2024Q4: 57,526 shares; 2025Q1: 58,078 shares; 2025Q2: 55,355 shares; 2025Q3: 44,669 shares; 2025Q4: 40,764 shares 40,764 $4.49M 0.08% -3,905 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 102,907 shares; 2025Q1: 85,309 shares; 2025Q2: 84,463 shares; 2025Q3: 79,849 shares; 2025Q4: 82,573 shares 82,573 $4.46M 0.08% +2,724 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,230 shares; 2025Q4: 172,480 shares 172,480 $4.34M 0.08% +169,250 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,274 shares; 2024Q4: 65,798 shares; 2025Q1: 58,569 shares; 2025Q2: 56,244 shares; 2025Q3: 50,910 shares; 2025Q4: 50,082 shares 50,082 $4.28M 0.08% -828 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,872 shares; 2024Q4: 257,214 shares; 2025Q1: 258,738 shares; 2025Q2: 251,925 shares; 2025Q3: 228,415 shares; 2025Q4: 158,784 shares 158,784 $4.27M 0.08% -69,631 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,450 shares; 2025Q2: 97,682 shares; 2025Q3: 98,660 shares; 2025Q4: 108,395 shares 108,395 $4.27M 0.08% +9,735 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,146 shares; 2024Q4: 17,793 shares; 2025Q1: 14,880 shares; 2025Q2: 13,580 shares; 2025Q3: 13,859 shares; 2025Q4: 14,889 shares 14,889 $4.25M 0.08% +1,030 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 31,300 shares; 2025Q3: 158,904 shares; 2025Q4: 169,047 shares 169,047 $4.19M 0.08% +10,143 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,507 shares; 2024Q4: 47,903 shares; 2025Q1: 54,239 shares; 2025Q2: 51,841 shares; 2025Q3: 36,449 shares; 2025Q4: 34,386 shares 34,386 $4.16M 0.08% -2,063 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,135 shares; 2024Q4: 43,431 shares; 2025Q1: 41,902 shares; 2025Q2: 43,484 shares; 2025Q3: 43,894 shares; 2025Q4: 43,066 shares 43,066 $4.16M 0.08% -828 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,798 shares; 2024Q4: 35,993 shares; 2025Q1: 39,272 shares; 2025Q2: 38,710 shares; 2025Q3: 41,292 shares; 2025Q4: 40,482 shares 40,482 $4.04M 0.07% -810 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,788 shares; 2024Q4: 27,709 shares; 2025Q1: 34,784 shares; 2025Q2: 28,513 shares; 2025Q3: 29,461 shares; 2025Q4: 30,298 shares 30,298 $4.02M 0.07% +837 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,931 shares; 2024Q4: 27,920 shares; 2025Q1: 27,439 shares; 2025Q2: 27,474 shares; 2025Q3: 28,175 shares; 2025Q4: 28,219 shares 28,219 $4.01M 0.07% +44 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,502 shares; 2024Q4: 33,121 shares; 2025Q1: 32,416 shares; 2025Q2: 32,360 shares; 2025Q3: 31,989 shares; 2025Q4: 31,816 shares 31,816 $4.01M 0.07% -173 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,762 shares; 2024Q4: 17,421 shares; 2025Q1: 17,798 shares; 2025Q2: 15,368 shares; 2025Q3: 14,840 shares; 2025Q4: 27,704 shares 27,704 $3.99M 0.07% +12,864 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,783 shares; 2024Q4: 37,017 shares; 2025Q1: 36,091 shares; 2025Q2: 36,052 shares; 2025Q3: 35,081 shares; 2025Q4: 31,691 shares 31,691 $3.99M 0.07% -3,390 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,798 shares; 2024Q4: 37,227 shares; 2025Q1: 39,882 shares; 2025Q2: 40,668 shares; 2025Q3: 42,269 shares; 2025Q4: 42,451 shares 42,451 $3.96M 0.07% +182 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 7,037 shares; 2025Q1: 7,054 shares; 2025Q2: 15,124 shares; 2025Q3: 15,516 shares; 2025Q4: 16,060 shares 16,060 $3.89M 0.07% +544 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,965 shares; 2024Q4: 163,450 shares; 2025Q1: 161,187 shares; 2025Q2: 164,326 shares; 2025Q3: 164,452 shares; 2025Q4: 155,766 shares 155,766 $3.87M 0.07% -8,686 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,711 shares; 2024Q4: 48,127 shares; 2025Q1: 48,519 shares; 2025Q2: 49,072 shares; 2025Q3: 44,001 shares; 2025Q4: 46,604 shares 46,604 $3.86M 0.07% +2,603 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,958 shares; 2024Q4: 25,267 shares; 2025Q1: 23,811 shares; 2025Q2: 23,042 shares; 2025Q3: 22,870 shares; 2025Q4: 23,853 shares 23,853 $3.84M 0.07% +983 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 5,470 shares; 2025Q1: 5,334 shares; 2025Q2: 5,704 shares; 2025Q3: 5,240 shares; 2025Q4: 24,954 shares 24,954 $3.82M 0.07% +19,714 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,785 shares; 2024Q4: 15,972 shares; 2025Q1: 16,090 shares; 2025Q2: 15,042 shares; 2025Q3: 14,898 shares; 2025Q4: 13,963 shares 13,963 $3.79M 0.07% -935 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,273 shares; 2024Q4: 65,328 shares; 2025Q1: 51,518 shares; 2025Q2: 54,668 shares; 2025Q3: 52,791 shares; 2025Q4: 50,583 shares 50,583 $3.75M 0.07% -2,208 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,142 shares; 2025Q1: 43,794 shares; 2025Q2: 51,088 shares; 2025Q3: 88,482 shares; 2025Q4: 72,965 shares 72,965 $3.72M 0.07% -15,517 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,724 shares; 2024Q4: 10,724 shares; 2025Q1: 10,706 shares; 2025Q2: 10,706 shares; 2025Q3: 10,706 shares; 2025Q4: 10,706 shares 10,706 $3.67M 0.07% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,562 shares; 2024Q4: 33,405 shares; 2025Q1: 109,856 shares; 2025Q2: 55,570 shares; 2025Q3: 42,411 shares; 2025Q4: 43,511 shares 43,511 $3.66M 0.07% +1,100 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,104 shares; 2024Q4: 29,269 shares; 2025Q1: 31,212 shares; 2025Q2: 31,297 shares; 2025Q3: 25,562 shares; 2025Q4: 23,491 shares 23,491 $3.63M 0.07% -2,071 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,962 shares; 2024Q4: 21,280 shares; 2025Q1: 21,612 shares; 2025Q2: 22,035 shares; 2025Q3: 21,664 shares; 2025Q4: 19,890 shares 19,890 $3.5M 0.06% -1,774 Timeline IBTL 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: 2,951 shares; 2024Q4: 1,777 shares; 2025Q1: 120,678 shares; 2025Q2: 134,996 shares; 2025Q3: 147,237 shares; 2025Q4: 170,382 shares 170,382 $3.5M 0.06% +23,145 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,233 shares; 2024Q4: 22,006 shares; 2025Q1: 22,294 shares; 2025Q2: 24,608 shares; 2025Q3: 24,964 shares; 2025Q4: 25,693 shares 25,693 $3.47M 0.06% +729 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,867 shares; 2024Q4: 28,869 shares; 2025Q1: 27,074 shares; 2025Q2: 25,214 shares; 2025Q3: 24,804 shares; 2025Q4: 25,503 shares 25,503 $3.46M 0.06% +699 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,728 shares; 2024Q4: 12,649 shares; 2025Q1: 12,728 shares; 2025Q2: 12,596 shares; 2025Q3: 13,695 shares; 2025Q4: 13,616 shares 13,616 $3.42M 0.06% -79 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,781 shares; 2024Q4: 118,372 shares; 2025Q1: 118,869 shares; 2025Q2: 117,243 shares; 2025Q3: 113,345 shares; 2025Q4: 109,678 shares 109,678 $3.4M 0.06% -3,667 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: 90,732 shares; 2024Q4: 95,771 shares; 2025Q1: 92,630 shares; 2025Q2: 85,427 shares; 2025Q3: 80,783 shares; 2025Q4: 75,465 shares 75,465 $3.35M 0.06% -5,318 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,051 shares; 2025Q1: 2,405 shares; 2025Q2: 2,460 shares; 2025Q3: 2,629 shares; 2025Q4: 2,757 shares 2,757 $3.35M 0.06% +128 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,899 shares; 2024Q4: 31,279 shares; 2025Q1: 31,972 shares; 2025Q2: 28,032 shares; 2025Q3: 30,004 shares; 2025Q4: 28,696 shares 28,696 $3.35M 0.06% -1,308 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,371 shares; 2025Q4: 43,325 shares 43,325 $3.34M 0.06% +6,954 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,222 shares; 2024Q4: 6,901 shares; 2025Q1: 6,784 shares; 2025Q2: 6,666 shares; 2025Q3: 6,611 shares; 2025Q4: 6,535 shares 6,535 $3.34M 0.06% -76 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,631 shares; 2024Q4: 44,557 shares; 2025Q1: 44,217 shares; 2025Q2: 45,589 shares; 2025Q3: 45,657 shares; 2025Q4: 58,183 shares 58,183 $3.33M 0.06% +12,526 Timeline XBI 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: 41,006 shares; 2024Q4: 42,574 shares; 2025Q1: 27,427 shares; 2025Q2: 25,129 shares; 2025Q3: 24,430 shares; 2025Q4: 27,287 shares 27,287 $3.33M 0.06% +2,857 Timeline IBTK 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: 3,066 shares; 2024Q4: 1,844 shares; 2025Q1: 124,435 shares; 2025Q2: 139,395 shares; 2025Q3: 152,018 shares; 2025Q4: 166,406 shares 166,406 $3.3M 0.06% +14,388 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: 10,075 shares; 2024Q4: 9,384 shares; 2025Q1: 9,929 shares; 2025Q2: 9,797 shares; 2025Q3: 10,407 shares; 2025Q4: 10,087 shares 10,087 $3.3M 0.06% -320 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,234 shares; 2024Q4: 23,811 shares; 2025Q1: 23,614 shares; 2025Q2: 27,726 shares; 2025Q3: 22,803 shares; 2025Q4: 44,832 shares 44,832 $3.3M 0.06% +22,029 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: 1,581 shares; 2024Q4: 17,943 shares; 2025Q1: 20,531 shares; 2025Q2: 16,843 shares; 2025Q3: 18,878 shares; 2025Q4: 19,130 shares 19,130 $3.27M 0.06% +252 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,649 shares; 2024Q4: 20,817 shares; 2025Q1: 22,085 shares; 2025Q2: 20,109 shares; 2025Q3: 19,828 shares; 2025Q4: 18,367 shares 18,367 $3.19M 0.06% -1,461 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: 52,559 shares; 2024Q4: 96,316 shares; 2025Q1: 60,900 shares; 2025Q2: 74,782 shares; 2025Q3: 69,154 shares; 2025Q4: 67,753 shares 67,753 $3.17M 0.06% -1,401 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,531 shares; 2025Q1: 5,758 shares; 2025Q2: 6,072 shares; 2025Q3: 6,106 shares; 2025Q4: 6,004 shares 6,004 $3.14M 0.06% -102 Timeline IBTJ 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: 2,781 shares; 2024Q4: 1,670 shares; 2025Q1: 112,151 shares; 2025Q2: 125,708 shares; 2025Q3: 137,114 shares; 2025Q4: 142,229 shares 142,229 $3.12M 0.06% +5,115 Timeline IBTI 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: 2,731 shares; 2024Q4: 1,640 shares; 2025Q1: 109,425 shares; 2025Q2: 122,891 shares; 2025Q3: 134,327 shares; 2025Q4: 139,512 shares 139,512 $3.12M 0.06% +5,185 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,550 shares; 2025Q1: 2,859 shares; 2025Q2: 2,750 shares; 2025Q3: 2,607 shares; 2025Q4: 2,907 shares 2,907 $3.11M 0.06% +300 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 33,426 shares; 2025Q1: 31,624 shares; 2025Q2: 19,258 shares; 2025Q3: 19,661 shares; 2025Q4: 95,181 shares 95,181 $3.1M 0.06% +75,520 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: 14,896 shares; 2024Q4: 18,942 shares; 2025Q1: 18,483 shares; 2025Q2: 20,402 shares; 2025Q3: 19,670 shares; 2025Q4: 19,328 shares 19,328 $3.1M 0.06% -342 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,428 shares; 2024Q4: 72,216 shares; 2025Q1: 77,256 shares; 2025Q2: 73,009 shares; 2025Q3: 69,483 shares; 2025Q4: 57,040 shares 57,040 $3.08M 0.06% -12,443 Timeline IBTH 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: 2,716 shares; 2024Q4: 1,632 shares; 2025Q1: 108,114 shares; 2025Q2: 121,750 shares; 2025Q3: 133,336 shares; 2025Q4: 135,871 shares 135,871 $3.05M 0.06% +2,535 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,366 shares; 2024Q4: 7,123 shares; 2025Q1: 7,161 shares; 2025Q2: 6,992 shares; 2025Q3: 7,243 shares; 2025Q4: 6,472 shares 6,472 $3.05M 0.06% -771 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,635 shares; 2024Q4: 9,635 shares; 2025Q1: 9,635 shares; 2025Q2: 9,635 shares; 2025Q3: 9,635 shares; 2025Q4: 9,635 shares 9,635 $2.98M 0.05% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,832 shares; 2024Q4: 209,364 shares; 2025Q1: 218,694 shares; 2025Q2: 241,741 shares; 2025Q3: 241,132 shares; 2025Q4: 217,714 shares 217,714 $2.95M 0.05% -23,418 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,087 shares; 2024Q4: 82,253 shares; 2025Q1: 82,842 shares; 2025Q2: 84,445 shares; 2025Q3: 74,655 shares; 2025Q4: 79,541 shares 79,541 $2.94M 0.05% +4,886 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: 7,040 shares; 2024Q4: 7,032 shares; 2025Q1: 6,258 shares; 2025Q2: 6,481 shares; 2025Q3: 6,348 shares; 2025Q4: 5,991 shares 5,991 $2.9M 0.05% -357 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: 15,680 shares; 2024Q4: 14,779 shares; 2025Q1: 16,153 shares; 2025Q2: 16,613 shares; 2025Q3: 16,217 shares; 2025Q4: 16,902 shares 16,902 $2.89M 0.05% +685 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,829 shares; 2025Q1: 59,409 shares; 2025Q2: 74,773 shares; 2025Q3: 69,095 shares; 2025Q4: 57,634 shares 57,634 $2.87M 0.05% -11,461 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 75,022 shares; 2025Q4: 88,485 shares 88,485 $2.84M 0.05% +13,463 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,937 shares; 2024Q4: 30,444 shares; 2025Q1: 29,831 shares; 2025Q2: 33,353 shares; 2025Q3: 42,311 shares; 2025Q4: 43,683 shares 43,683 $2.8M 0.05% +1,372 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,654 shares; 2024Q4: 8,672 shares; 2025Q1: 9,690 shares; 2025Q2: 11,036 shares; 2025Q3: 15,768 shares; 2025Q4: 20,401 shares 20,401 $2.79M 0.05% +4,633 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 8,113 shares; 2025Q1: 8,970 shares; 2025Q2: 8,749 shares; 2025Q3: 8,934 shares; 2025Q4: 8,697 shares 8,697 $2.77M 0.05% -237 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,722 shares; 2025Q3: 36,745 shares; 2025Q4: 36,586 shares 36,586 $2.76M 0.05% -159 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 215 shares; 2025Q1: 199 shares; 2025Q2: 532 shares; 2025Q3: 1,056 shares; 2025Q4: 1,355 shares 1,355 $2.73M 0.05% +299 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,935 shares; 2024Q4: 41,797 shares; 2025Q1: 37,981 shares; 2025Q2: 43,391 shares; 2025Q3: 58,825 shares; 2025Q4: 52,968 shares 52,968 $2.69M 0.05% -5,857 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,552 shares; 2024Q4: 30,084 shares; 2025Q1: 34,063 shares; 2025Q2: 28,464 shares; 2025Q3: 29,770 shares; 2025Q4: 28,602 shares 28,602 $2.68M 0.05% -1,168 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,574 shares; 2024Q4: 10,175 shares; 2025Q1: 11,687 shares; 2025Q2: 12,451 shares; 2025Q3: 12,258 shares; 2025Q4: 12,210 shares 12,210 $2.68M 0.05% -48 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,047 shares; 2024Q4: 12,084 shares; 2025Q1: 10,612 shares; 2025Q2: 9,880 shares; 2025Q3: 9,125 shares; 2025Q4: 9,062 shares 9,062 $2.62M 0.05% -63 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 3,093 shares; 2025Q1: 5,263 shares; 2025Q2: 10,665 shares; 2025Q3: 12,054 shares; 2025Q4: 11,564 shares 11,564 $2.62M 0.05% -490 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 40,182 shares; 2025Q1: 40,034 shares; 2025Q2: 50,505 shares; 2025Q3: 50,530 shares; 2025Q4: 56,014 shares 56,014 $2.61M 0.05% +5,484 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,140 shares; 2024Q4: 12,342 shares; 2025Q1: 12,079 shares; 2025Q2: 12,187 shares; 2025Q3: 11,954 shares; 2025Q4: 12,621 shares 12,621 $2.56M 0.05% +667 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,659 shares; 2025Q1: 5,859 shares; 2025Q2: 9,890 shares; 2025Q3: 14,262 shares; 2025Q4: 17,871 shares 17,871 $2.52M 0.05% +3,609 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,274 shares; 2024Q4: 10,146 shares; 2025Q1: 10,132 shares; 2025Q2: 10,538 shares; 2025Q3: 10,514 shares; 2025Q4: 10,021 shares 10,021 $2.51M 0.05% -493 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,517 shares; 2024Q4: 17,528 shares; 2025Q1: 16,038 shares; 2025Q2: 16,309 shares; 2025Q3: 17,484 shares; 2025Q4: 17,685 shares 17,685 $2.5M 0.05% +201 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,160 shares; 2024Q4: 76,332 shares; 2025Q1: 52,220 shares; 2025Q2: 46,151 shares; 2025Q3: 41,250 shares; 2025Q4: 39,159 shares 39,159 $2.49M 0.05% -2,091 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 6,129 shares; 2025Q1: 6,421 shares; 2025Q2: 6,774 shares; 2025Q3: 6,639 shares; 2025Q4: 5,830 shares 5,830 $2.49M 0.05% -809 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,150 shares; 2024Q4: 33,867 shares; 2025Q1: 35,768 shares; 2025Q2: 39,448 shares; 2025Q3: 42,182 shares; 2025Q4: 49,240 shares 49,240 $2.44M 0.04% +7,058 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,769 shares; 2024Q4: 33,712 shares; 2025Q1: 34,160 shares; 2025Q2: 35,300 shares; 2025Q3: 35,683 shares; 2025Q4: 36,314 shares 36,314 $2.43M 0.04% +631 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: 40,327 shares; 2024Q4: 45,652 shares; 2025Q1: 42,367 shares; 2025Q2: 41,818 shares; 2025Q3: 44,669 shares; 2025Q4: 42,177 shares 42,177 $2.43M 0.04% -2,492 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: 6,680 shares; 2024Q4: 6,690 shares; 2025Q1: 6,699 shares; 2025Q2: 6,708 shares; 2025Q3: 6,715 shares; 2025Q4: 6,497 shares 6,497 $2.43M 0.04% -218 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,419 shares; 2024Q4: 53,605 shares; 2025Q1: 55,830 shares; 2025Q2: 56,630 shares; 2025Q3: 58,208 shares; 2025Q4: 69,717 shares 69,717 $2.4M 0.04% +11,509 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,150 shares; 2024Q4: 35,150 shares; 2025Q1: 35,150 shares; 2025Q2: 35,150 shares; 2025Q3: 35,936 shares; 2025Q4: 35,936 shares 35,936 $2.39M 0.04% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,537 shares; 2024Q4: 2,636 shares; 2025Q1: 2,793 shares; 2025Q2: 3,038 shares; 2025Q3: 9,727 shares; 2025Q4: 11,100 shares 11,100 $2.38M 0.04% +1,373 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,192 shares; 2024Q4: 7,335 shares; 2025Q1: 5,450 shares; 2025Q2: 5,266 shares; 2025Q3: 5,055 shares; 2025Q4: 5,189 shares 5,189 $2.35M 0.04% +134 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,427 shares; 2024Q4: 98,144 shares; 2025Q1: 117,451 shares; 2025Q2: 150,542 shares; 2025Q3: 198,948 shares; 2025Q4: 208,542 shares 208,542 $2.35M 0.04% +9,594 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,666 shares; 2024Q4: 7,774 shares; 2025Q1: 7,534 shares; 2025Q2: 8,220 shares; 2025Q3: 7,557 shares; 2025Q4: 7,458 shares 7,458 $2.33M 0.04% -99 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,975 shares; 2024Q4: 9,544 shares; 2025Q1: 10,056 shares; 2025Q2: 17,166 shares; 2025Q3: 18,972 shares; 2025Q4: 18,260 shares 18,260 $2.33M 0.04% -712 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 8,988 shares; 2025Q1: 9,001 shares; 2025Q2: 9,744 shares; 2025Q3: 9,648 shares; 2025Q4: 9,045 shares 9,045 $2.33M 0.04% -603 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,429 shares; 2024Q4: 19,836 shares; 2025Q1: 23,429 shares; 2025Q2: 20,707 shares; 2025Q3: 21,696 shares; 2025Q4: 24,193 shares 24,193 $2.32M 0.04% +2,497 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 37,285 shares; 2025Q1: 31,638 shares; 2025Q2: 24,931 shares; 2025Q3: 27,159 shares; 2025Q4: 28,469 shares 28,469 $2.31M 0.04% +1,310 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,485 shares; 2025Q1: 2,501 shares; 2025Q2: 2,548 shares; 2025Q3: 2,600 shares; 2025Q4: 2,795 shares 2,795 $2.29M 0.04% +195 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,107 shares; 2024Q4: 26,260 shares; 2025Q1: 26,474 shares; 2025Q2: 31,331 shares; 2025Q3: 31,374 shares; 2025Q4: 32,050 shares 32,050 $2.29M 0.04% +676 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,858 shares; 2024Q4: 92,775 shares; 2025Q1: 46,195 shares; 2025Q2: 43,715 shares; 2025Q3: 42,688 shares; 2025Q4: 42,438 shares 42,438 $2.29M 0.04% -250 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 6,460 shares; 2025Q1: 6,511 shares; 2025Q2: 8,970 shares; 2025Q3: 10,743 shares; 2025Q4: 10,517 shares 10,517 $2.28M 0.04% -226 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,075 shares; 2024Q4: 17,239 shares; 2025Q1: 16,104 shares; 2025Q2: 15,824 shares; 2025Q3: 15,645 shares; 2025Q4: 16,466 shares 16,466 $2.27M 0.04% +821 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,340 shares; 2025Q1: 4,552 shares; 2025Q2: 4,347 shares; 2025Q3: 4,343 shares; 2025Q4: 4,383 shares 4,383 $2.24M 0.04% +40 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,008 shares; 2024Q4: 21,108 shares; 2025Q1: 22,437 shares; 2025Q2: 21,467 shares; 2025Q3: 21,290 shares; 2025Q4: 23,214 shares 23,214 $2.23M 0.04% +1,924 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,387 shares; 2024Q4: 48,119 shares; 2025Q1: 48,171 shares; 2025Q2: 44,735 shares; 2025Q3: 45,860 shares; 2025Q4: 43,718 shares 43,718 $2.22M 0.04% -2,142 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,225 shares; 2024Q4: 25,753 shares; 2025Q1: 25,833 shares; 2025Q2: 26,480 shares; 2025Q3: 26,573 shares; 2025Q4: 26,639 shares 26,639 $2.22M 0.04% +66 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 6,594 shares; 2025Q1: 7,272 shares; 2025Q2: 7,331 shares; 2025Q3: 7,281 shares; 2025Q4: 7,653 shares 7,653 $2.2M 0.04% +372 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: 13,556 shares; 2024Q4: 13,426 shares; 2025Q1: 14,184 shares; 2025Q2: 15,366 shares; 2025Q3: 15,831 shares; 2025Q4: 15,529 shares 15,529 $2.19M 0.04% -302 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,513 shares; 2024Q4: 49,182 shares; 2025Q1: 50,470 shares; 2025Q2: 49,216 shares; 2025Q3: 49,360 shares; 2025Q4: 49,521 shares 49,521 $2.19M 0.04% +161 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 5,265 shares; 2025Q1: 5,709 shares; 2025Q2: 6,149 shares; 2025Q3: 6,223 shares; 2025Q4: 6,452 shares 6,452 $2.18M 0.04% +229 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,091 shares; 2024Q4: 51,279 shares; 2025Q1: 39,300 shares; 2025Q2: 38,987 shares; 2025Q3: 38,575 shares; 2025Q4: 39,743 shares 39,743 $2.18M 0.04% +1,168 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,245 shares; 2024Q4: 17,151 shares; 2025Q1: 18,625 shares; 2025Q2: 14,361 shares; 2025Q3: 14,652 shares; 2025Q4: 14,411 shares 14,411 $2.17M 0.04% -241 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: 124,423 shares; 2024Q4: 95,046 shares; 2025Q1: 100,593 shares; 2025Q2: 92,345 shares; 2025Q3: 93,411 shares; 2025Q4: 86,532 shares 86,532 $2.15M 0.04% -6,879 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: 9,529 shares; 2024Q4: 9,531 shares; 2025Q1: 9,978 shares; 2025Q2: 9,897 shares; 2025Q3: 11,535 shares; 2025Q4: 11,837 shares 11,837 $2.15M 0.04% +302 Timeline GOVT 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: 347,212 shares; 2024Q4: 377,730 shares; 2025Q1: 107,152 shares; 2025Q2: 104,211 shares; 2025Q3: 98,223 shares; 2025Q4: 92,864 shares 92,864 $2.14M 0.04% -5,359 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 691 shares; 2025Q1: 710 shares; 2025Q2: 708 shares; 2025Q3: 625 shares; 2025Q4: 5,291 shares 5,291 $2.12M 0.04% +4,666 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 6,084 shares; 2025Q1: 6,217 shares; 2025Q2: 6,415 shares; 2025Q3: 6,294 shares; 2025Q4: 6,800 shares 6,800 $2.12M 0.04% +506 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,507 shares; 2025Q1: 1,671 shares; 2025Q2: 1,985 shares; 2025Q3: 1,923 shares; 2025Q4: 2,097 shares 2,097 $2.12M 0.04% +174 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: 6,259 shares; 2025Q1: 6,664 shares; 2025Q2: 7,163 shares; 2025Q3: 7,081 shares; 2025Q4: 6,901 shares 6,901 $2.08M 0.04% -180 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: 4,171 shares; 2024Q4: 4,292 shares; 2025Q1: 4,412 shares; 2025Q2: 4,337 shares; 2025Q3: 4,313 shares; 2025Q4: 4,250 shares 4,250 $2.08M 0.04% -63 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: 13,592 shares; 2024Q4: 11,379 shares; 2025Q1: 11,099 shares; 2025Q2: 12,270 shares; 2025Q3: 11,515 shares; 2025Q4: 12,961 shares 12,961 $2.08M 0.04% +1,446 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II 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: 27,025 shares; 2025Q4: 93,256 shares 93,256 $2.06M 0.04% +66,231 Timeline RCUS ARCUS BIOSCIENCES INC More: the full row for ARCUS BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,807 shares; 2024Q4: 85,807 shares; 2025Q1: 86,585 shares; 2025Q2: 88,007 shares; 2025Q3: 88,007 shares; 2025Q4: 86,557 shares 86,557 $2.06M 0.04% -1,450 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,111 shares; 2024Q4: 8,002 shares; 2025Q1: 9,255 shares; 2025Q2: 9,040 shares; 2025Q3: 8,737 shares; 2025Q4: 9,560 shares 9,560 $2.05M 0.04% +823 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,642 shares; 2024Q4: 31,873 shares; 2025Q1: 30,542 shares; 2025Q2: 30,117 shares; 2025Q3: 30,091 shares; 2025Q4: 28,683 shares 28,683 $2.05M 0.04% -1,408 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,839 shares; 2024Q4: 7,011 shares; 2025Q1: 6,645 shares; 2025Q2: 6,866 shares; 2025Q3: 6,889 shares; 2025Q4: 7,052 shares 7,052 $2.05M 0.04% +163 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,789 shares; 2024Q4: 10,588 shares; 2025Q1: 9,473 shares; 2025Q2: 23,657 shares; 2025Q3: 24,189 shares; 2025Q4: 23,913 shares 23,913 $2.03M 0.04% -276 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,677 shares; 2024Q4: 16,420 shares; 2025Q1: 16,152 shares; 2025Q2: 19,609 shares; 2025Q3: 17,015 shares; 2025Q4: 20,440 shares 20,440 $2.03M 0.04% +3,425 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,040 shares; 2024Q4: 10,378 shares; 2025Q1: 10,154 shares; 2025Q2: 9,875 shares; 2025Q3: 9,646 shares; 2025Q4: 8,807 shares 8,807 $2.01M 0.04% -839 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,609 shares; 2024Q4: 52,099 shares; 2025Q1: 60,345 shares; 2025Q2: 58,685 shares; 2025Q3: 88,594 shares; 2025Q4: 111,071 shares 111,071 $2M 0.04% +22,477 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 8,606 shares; 2025Q1: 8,076 shares; 2025Q2: 8,087 shares; 2025Q3: 7,946 shares; 2025Q4: 8,221 shares 8,221 $1.98M 0.04% +275 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,171 shares; 2024Q4: 49,285 shares; 2025Q1: 69,608 shares; 2025Q2: 59,430 shares; 2025Q3: 61,201 shares; 2025Q4: 59,796 shares 59,796 $1.98M 0.04% -1,405 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 2,483 shares; 2025Q1: 2,852 shares; 2025Q2: 2,931 shares; 2025Q3: 3,375 shares; 2025Q4: 3,390 shares 3,390 $1.97M 0.04% +15 Timeline OMDA OMADA HEALTH INC More: the full row for OMADA 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: 1,000 shares; 2025Q4: 123,359 shares 123,359 $1.95M 0.04% +122,359 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 12,005 shares; 2025Q1: 11,965 shares; 2025Q2: 12,124 shares; 2025Q3: 12,030 shares; 2025Q4: 12,505 shares 12,505 $1.94M 0.04% +475 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 57,979 shares; 2025Q4: 49,810 shares 49,810 $1.92M 0.04% -8,169 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,447 shares; 2025Q1: 2,642 shares; 2025Q2: 2,704 shares; 2025Q3: 3,075 shares; 2025Q4: 5,405 shares 5,405 $1.91M 0.03% +2,330 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 2,931 shares; 2025Q1: 3,063 shares; 2025Q2: 3,148 shares; 2025Q3: 3,362 shares; 2025Q4: 3,276 shares 3,276 $1.87M 0.03% -86 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,196 shares; 2024Q4: 66,901 shares; 2025Q1: 25,715 shares; 2025Q2: 24,017 shares; 2025Q3: 21,868 shares; 2025Q4: 21,041 shares 21,041 $1.84M 0.03% -827 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,787 shares; 2024Q4: 4,682 shares; 2025Q1: 6,893 shares; 2025Q2: 12,858 shares; 2025Q3: 22,894 shares; 2025Q4: 23,598 shares 23,598 $1.84M 0.03% +704 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,964 shares; 2024Q4: 32,150 shares; 2025Q1: 42,772 shares; 2025Q2: 43,660 shares; 2025Q3: 67,004 shares; 2025Q4: 95,488 shares 95,488 $1.83M 0.03% +28,484 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,013 shares; 2024Q4: 20,617 shares; 2025Q1: 21,031 shares; 2025Q2: 20,110 shares; 2025Q3: 20,459 shares; 2025Q4: 20,855 shares 20,855 $1.83M 0.03% +396 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,547 shares; 2025Q1: 2,608 shares; 2025Q2: 2,569 shares; 2025Q3: 2,597 shares; 2025Q4: 2,697 shares 2,697 $1.82M 0.03% +100 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,409 shares; 2024Q4: 83,761 shares; 2025Q1: 35,790 shares; 2025Q2: 31,459 shares; 2025Q3: 27,211 shares; 2025Q4: 24,960 shares 24,960 $1.81M 0.03% -2,251 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: 2,054 shares; 2024Q4: 2,244 shares; 2025Q1: 1,946 shares; 2025Q2: 1,889 shares; 2025Q3: 2,098 shares; 2025Q4: 2,691 shares 2,691 $1.81M 0.03% +593 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,800 shares; 2025Q4: 60,951 shares 60,951 $1.81M 0.03% +49,151 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,379 shares; 2025Q1: 9,380 shares; 2025Q2: 10,090 shares; 2025Q3: 14,022 shares; 2025Q4: 17,946 shares 17,946 $1.8M 0.03% +3,924 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: 15,111 shares; 2024Q4: 15,105 shares; 2025Q1: 14,711 shares; 2025Q2: 14,277 shares; 2025Q3: 13,206 shares; 2025Q4: 13,490 shares 13,490 $1.8M 0.03% +284 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,272 shares; 2024Q4: 24,027 shares; 2025Q1: 24,065 shares; 2025Q2: 24,122 shares; 2025Q3: 24,121 shares; 2025Q4: 24,121 shares 24,121 $1.79M 0.03% 0 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: 13,921 shares; 2024Q4: 14,417 shares; 2025Q1: 12,831 shares; 2025Q2: 12,125 shares; 2025Q3: 12,476 shares; 2025Q4: 12,624 shares 12,624 $1.74M 0.03% +148 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,496 shares; 2024Q4: 60,836 shares; 2025Q1: 58,473 shares; 2025Q2: 58,481 shares; 2025Q3: 58,511 shares; 2025Q4: 58,560 shares 58,560 $1.73M 0.03% +49 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,728 shares; 2024Q4: 7,254 shares; 2025Q1: 6,993 shares; 2025Q2: 6,828 shares; 2025Q3: 6,667 shares; 2025Q4: 6,630 shares 6,630 $1.73M 0.03% -37 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,486 shares; 2024Q4: 45,431 shares; 2025Q1: 44,513 shares; 2025Q2: 44,527 shares; 2025Q3: 44,539 shares; 2025Q4: 43,729 shares 43,729 $1.73M 0.03% -810 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,987 shares; 2025Q2: 21,740 shares; 2025Q3: 26,075 shares; 2025Q4: 22,847 shares 22,847 $1.73M 0.03% -3,228 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,832 shares; 2025Q1: 10,157 shares; 2025Q2: 10,888 shares; 2025Q3: 10,762 shares; 2025Q4: 10,593 shares 10,593 $1.71M 0.03% -169 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,087 shares; 2024Q4: 12,450 shares; 2025Q1: 12,589 shares; 2025Q2: 13,554 shares; 2025Q3: 13,461 shares; 2025Q4: 14,745 shares 14,745 $1.71M 0.03% +1,284 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,103 shares; 2024Q4: 17,261 shares; 2025Q1: 15,718 shares; 2025Q2: 17,982 shares; 2025Q3: 18,628 shares; 2025Q4: 20,832 shares 20,832 $1.71M 0.03% +2,204 Timeline EFAV 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: 183 shares; 2024Q4: 166 shares; 2025Q1: 77 shares; 2025Q2: 10,213 shares; 2025Q3: 20,401 shares; 2025Q4: 19,754 shares 19,754 $1.7M 0.03% -647 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 4,743 shares; 2025Q1: 4,770 shares; 2025Q2: 4,653 shares; 2025Q3: 4,743 shares; 2025Q4: 5,036 shares 5,036 $1.7M 0.03% +293 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: 11,003 shares; 2025Q1: 10,394 shares; 2025Q2: 14,343 shares; 2025Q3: 33,188 shares; 2025Q4: 33,232 shares 33,232 $1.64M 0.03% +44 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,483 shares; 2024Q4: 17,616 shares; 2025Q1: 16,367 shares; 2025Q2: 16,838 shares; 2025Q3: 16,330 shares; 2025Q4: 31,896 shares 31,896 $1.61M 0.03% +15,566 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,688 shares; 2024Q4: 16,546 shares; 2025Q1: 19,756 shares; 2025Q2: 18,602 shares; 2025Q3: 16,944 shares; 2025Q4: 16,894 shares 16,894 $1.61M 0.03% -50 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,782 shares; 2024Q4: 8,017 shares; 2025Q1: 6,496 shares; 2025Q2: 6,553 shares; 2025Q3: 5,816 shares; 2025Q4: 7,696 shares 7,696 $1.6M 0.03% +1,880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,398 shares; 2024Q4: 80,656 shares; 2025Q1: 87,614 shares; 2025Q2: 96,072 shares; 2025Q3: 92,582 shares; 2025Q4: 85,960 shares 85,960 $1.58M 0.03% -6,622 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,434 shares; 2025Q1: 4,611 shares; 2025Q2: 5,487 shares; 2025Q3: 5,641 shares; 2025Q4: 6,938 shares 6,938 $1.57M 0.03% +1,297 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,330 shares; 2024Q4: 12,330 shares; 2025Q1: 12,330 shares; 2025Q2: 12,330 shares; 2025Q3: 12,330 shares; 2025Q4: 12,330 shares 12,330 $1.57M 0.03% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 931 shares; 2025Q1: 4,802 shares; 2025Q2: 21,950 shares; 2025Q3: 30,420 shares; 2025Q4: 32,370 shares 32,370 $1.56M 0.03% +1,950 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 447 shares; 2025Q1: 1,514 shares; 2025Q2: 3,566 shares; 2025Q3: 4,034 shares; 2025Q4: 3,778 shares 3,778 $1.56M 0.03% -256 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: 7,228 shares; 2024Q4: 7,137 shares; 2025Q1: 7,427 shares; 2025Q2: 7,927 shares; 2025Q3: 7,972 shares; 2025Q4: 7,980 shares 7,980 $1.55M 0.03% +8 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,623 shares; 2024Q4: 6,721 shares; 2025Q1: 5,478 shares; 2025Q2: 5,199 shares; 2025Q3: 5,891 shares; 2025Q4: 12,899 shares 12,899 $1.54M 0.03% +7,008 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,975 shares; 2025Q1: 3,270 shares; 2025Q2: 3,298 shares; 2025Q3: 3,349 shares; 2025Q4: 3,300 shares 3,300 $1.54M 0.03% -49 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 14,236 shares; 2025Q1: 15,795 shares; 2025Q2: 18,459 shares; 2025Q3: 18,713 shares; 2025Q4: 35,938 shares 35,938 $1.53M 0.03% +17,225 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,258 shares; 2024Q4: 14,711 shares; 2025Q1: 15,459 shares; 2025Q2: 16,370 shares; 2025Q3: 16,825 shares; 2025Q4: 16,011 shares 16,011 $1.53M 0.03% -814 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,776 shares; 2025Q1: 6,851 shares; 2025Q2: 10,359 shares; 2025Q3: 10,546 shares; 2025Q4: 24,618 shares 24,618 $1.53M 0.03% +14,072 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: 42,457 shares; 2024Q4: 46,741 shares; 2025Q1: 47,026 shares; 2025Q2: 46,686 shares; 2025Q3: 46,715 shares; 2025Q4: 47,530 shares 47,530 $1.52M 0.03% +815 Timeline IBTM 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: 2,616 shares; 2024Q4: 1,575 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,034 shares 66,034 $1.52M 0.03% new 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: 34,022 shares; 2024Q4: 34,851 shares; 2025Q1: 35,322 shares; 2025Q2: 29,333 shares; 2025Q3: 27,811 shares; 2025Q4: 28,210 shares 28,210 $1.52M 0.03% +399 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,222 shares; 2024Q4: 84,658 shares; 2025Q1: 83,448 shares; 2025Q2: 75,604 shares; 2025Q3: 51,027 shares; 2025Q4: 25,823 shares 25,823 $1.52M 0.03% -25,204 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,410 shares; 2024Q4: 10,068 shares; 2025Q1: 9,178 shares; 2025Q2: 8,948 shares; 2025Q3: 8,948 shares; 2025Q4: 9,027 shares 9,027 $1.52M 0.03% +79 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,831 shares; 2024Q4: 20,986 shares; 2025Q1: 21,724 shares; 2025Q2: 20,929 shares; 2025Q3: 20,892 shares; 2025Q4: 20,588 shares 20,588 $1.52M 0.03% -304 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,599 shares; 2024Q4: 26,589 shares; 2025Q1: 21,205 shares; 2025Q2: 18,122 shares; 2025Q3: 17,813 shares; 2025Q4: 18,612 shares 18,612 $1.51M 0.03% +799 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 4,717 shares; 2025Q1: 4,584 shares; 2025Q2: 4,337 shares; 2025Q3: 4,142 shares; 2025Q4: 6,099 shares 6,099 $1.51M 0.03% +1,957 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,602 shares; 2024Q4: 7,602 shares; 2025Q1: 7,603 shares; 2025Q2: 13,503 shares; 2025Q3: 11,716 shares; 2025Q4: 14,020 shares 14,020 $1.5M 0.03% +2,304 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 4,621 shares; 2025Q1: 4,936 shares; 2025Q2: 5,239 shares; 2025Q3: 5,336 shares; 2025Q4: 5,470 shares 5,470 $1.49M 0.03% +134 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,155 shares; 2024Q4: 86,528 shares; 2025Q1: 86,655 shares; 2025Q2: 27,174 shares; 2025Q3: 25,836 shares; 2025Q4: 25,917 shares 25,917 $1.49M 0.03% +81 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,853 shares; 2024Q4: 9,286 shares; 2025Q1: 9,323 shares; 2025Q2: 9,164 shares; 2025Q3: 9,357 shares; 2025Q4: 10,100 shares 10,100 $1.48M 0.03% +743 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: 22,633 shares 22,633 $1.48M 0.03% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 3,963 shares; 2025Q1: 12,357 shares; 2025Q2: 14,271 shares; 2025Q3: 11,362 shares; 2025Q4: 17,660 shares 17,660 $1.48M 0.03% +6,298 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 7,043 shares; 2025Q1: 7,089 shares; 2025Q2: 7,005 shares; 2025Q3: 6,953 shares; 2025Q4: 7,429 shares 7,429 $1.44M 0.03% +476 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 6,506 shares; 2025Q1: 6,236 shares; 2025Q2: 6,484 shares; 2025Q3: 6,372 shares; 2025Q4: 5,845 shares 5,845 $1.42M 0.03% -527 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,520 shares; 2024Q4: 282,164 shares; 2025Q1: 281,158 shares; 2025Q2: 257,825 shares; 2025Q3: 253,224 shares; 2025Q4: 251,506 shares 251,506 $1.41M 0.03% -1,718 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 15,324 shares 15,324 $1.41M 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 7,024 shares; 2025Q1: 6,592 shares; 2025Q2: 5,608 shares; 2025Q3: 5,387 shares; 2025Q4: 6,073 shares 6,073 $1.4M 0.03% +686 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 25,911 shares; 2025Q1: 25,524 shares; 2025Q2: 25,845 shares; 2025Q3: 30,477 shares; 2025Q4: 31,103 shares 31,103 $1.4M 0.03% +626 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 6,094 shares; 2025Q1: 6,171 shares; 2025Q2: 6,456 shares; 2025Q3: 10,164 shares; 2025Q4: 20,789 shares 20,789 $1.4M 0.03% +10,625 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,796 shares; 2024Q4: 14,415 shares; 2025Q1: 13,892 shares; 2025Q2: 14,269 shares; 2025Q3: 13,794 shares; 2025Q4: 14,968 shares 14,968 $1.39M 0.03% +1,174 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 4,833 shares; 2025Q1: 4,405 shares; 2025Q2: 4,535 shares; 2025Q3: 4,606 shares; 2025Q4: 4,660 shares 4,660 $1.39M 0.03% +54 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,996 shares; 2024Q4: 11,328 shares; 2025Q1: 13,025 shares; 2025Q2: 12,944 shares; 2025Q3: 13,895 shares; 2025Q4: 13,870 shares 13,870 $1.38M 0.03% -25 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,325 shares; 2024Q4: 7,824 shares; 2025Q1: 7,556 shares; 2025Q2: 8,470 shares; 2025Q3: 8,371 shares; 2025Q4: 8,446 shares 8,446 $1.37M 0.03% +75 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: 3,871 shares; 2024Q4: 3,602 shares; 2025Q1: 3,313 shares; 2025Q2: 3,314 shares; 2025Q3: 3,355 shares; 2025Q4: 3,485 shares 3,485 $1.37M 0.03% +130 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,582 shares; 2024Q4: 10,281 shares; 2025Q1: 10,959 shares; 2025Q2: 9,768 shares; 2025Q3: 10,059 shares; 2025Q4: 10,557 shares 10,557 $1.36M 0.02% +498 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 4,657 shares; 2025Q1: 4,941 shares; 2025Q2: 5,811 shares; 2025Q3: 5,771 shares; 2025Q4: 5,948 shares 5,948 $1.35M 0.02% +177 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 15,556 shares; 2025Q1: 15,556 shares; 2025Q2: 15,378 shares; 2025Q3: 15,263 shares; 2025Q4: 15,270 shares 15,270 $1.35M 0.02% +7 Timeline DWX 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: 37,745 shares; 2024Q4: 32,693 shares; 2025Q1: 32,733 shares; 2025Q2: 32,834 shares; 2025Q3: 34,106 shares; 2025Q4: 30,403 shares 30,403 $1.34M 0.02% -3,703 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,252 shares; 2024Q4: 75,197 shares; 2025Q1: 64,444 shares; 2025Q2: 66,250 shares; 2025Q3: 59,239 shares; 2025Q4: 44,565 shares 44,565 $1.33M 0.02% -14,674 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 4,582 shares; 2025Q1: 5,441 shares; 2025Q2: 6,021 shares; 2025Q3: 6,496 shares; 2025Q4: 7,111 shares 7,111 $1.32M 0.02% +615 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: 3,392 shares; 2024Q4: 4,829 shares; 2025Q1: 3,430 shares; 2025Q2: 4,152 shares; 2025Q3: 4,742 shares; 2025Q4: 8,101 shares 8,101 $1.31M 0.02% +3,359 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 8,284 shares; 2025Q1: 9,539 shares; 2025Q2: 10,923 shares; 2025Q3: 11,450 shares; 2025Q4: 11,179 shares 11,179 $1.31M 0.02% -271 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 11,323 shares; 2025Q1: 12,029 shares; 2025Q2: 11,666 shares; 2025Q3: 11,662 shares; 2025Q4: 10,739 shares 10,739 $1.31M 0.02% -923 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,482 shares; 2024Q4: 5,380 shares; 2025Q1: 5,654 shares; 2025Q2: 13,615 shares; 2025Q3: 12,354 shares; 2025Q4: 24,733 shares 24,733 $1.3M 0.02% +12,379 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,361 shares; 2024Q4: 8,621 shares; 2025Q1: 9,808 shares; 2025Q2: 8,228 shares; 2025Q3: 8,919 shares; 2025Q4: 10,162 shares 10,162 $1.3M 0.02% +1,243 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,934 shares; 2024Q4: 23,429 shares; 2025Q1: 20,673 shares; 2025Q2: 21,053 shares; 2025Q3: 22,369 shares; 2025Q4: 20,593 shares 20,593 $1.29M 0.02% -1,776 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 2,440 shares; 2025Q2: 7,260 shares; 2025Q3: 7,918 shares; 2025Q4: 7,246 shares 7,246 $1.29M 0.02% -672 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,899 shares; 2024Q4: 21,968 shares; 2025Q1: 22,053 shares; 2025Q2: 18,287 shares; 2025Q3: 18,020 shares; 2025Q4: 18,362 shares 18,362 $1.27M 0.02% +342 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,435 shares; 2025Q1: 700 shares; 2025Q2: 1,226 shares; 2025Q3: 14,302 shares; 2025Q4: 8,266 shares 8,266 $1.26M 0.02% -6,036 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 8,454 shares; 2025Q1: 8,455 shares; 2025Q2: 13,395 shares; 2025Q3: 13,395 shares; 2025Q4: 13,777 shares 13,777 $1.26M 0.02% +382 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 6,651 shares; 2025Q1: 6,911 shares; 2025Q2: 7,381 shares; 2025Q3: 7,276 shares; 2025Q4: 6,625 shares 6,625 $1.25M 0.02% -651 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,115 shares; 2025Q1: 2,308 shares; 2025Q2: 2,559 shares; 2025Q3: 2,536 shares; 2025Q4: 2,660 shares 2,660 $1.24M 0.02% +124 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,978 shares; 2025Q1: 2,899 shares; 2025Q2: 4,091 shares; 2025Q3: 6,263 shares; 2025Q4: 7,386 shares 7,386 $1.24M 0.02% +1,123 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,757 shares; 2024Q4: 2,918 shares; 2025Q1: 2,936 shares; 2025Q2: 3,056 shares; 2025Q3: 3,238 shares; 2025Q4: 3,166 shares 3,166 $1.23M 0.02% -72 Timeline BILS 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: 93,667 shares; 2024Q4: 3,463 shares; 2025Q1: 8,189 shares; 2025Q2: 8,763 shares; 2025Q3: 11,434 shares; 2025Q4: 12,342 shares 12,342 $1.22M 0.02% +908 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,306 shares; 2024Q4: 36,312 shares; 2025Q1: 37,202 shares; 2025Q2: 36,746 shares; 2025Q3: 34,434 shares; 2025Q4: 34,007 shares 34,007 $1.22M 0.02% -427 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 862 shares; 2025Q1: 938 shares; 2025Q2: 982 shares; 2025Q3: 928 shares; 2025Q4: 916 shares 916 $1.22M 0.02% -12 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 14,188 shares; 2025Q1: 14,792 shares; 2025Q2: 14,640 shares; 2025Q3: 14,884 shares; 2025Q4: 15,397 shares 15,397 $1.22M 0.02% +513 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,319 shares; 2025Q1: 4,128 shares; 2025Q2: 3,997 shares; 2025Q3: 4,040 shares; 2025Q4: 4,200 shares 4,200 $1.21M 0.02% +160 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,205 shares; 2024Q4: 14,683 shares; 2025Q1: 12,212 shares; 2025Q2: 10,964 shares; 2025Q3: 5,621 shares; 2025Q4: 5,515 shares 5,515 $1.21M 0.02% -106 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,563 shares; 2024Q4: 57,383 shares; 2025Q1: 58,387 shares; 2025Q2: 56,525 shares; 2025Q3: 57,092 shares; 2025Q4: 59,564 shares 59,564 $1.2M 0.02% +2,472 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,000 shares; 2025Q1: 7,286 shares; 2025Q2: 6,830 shares; 2025Q3: 5,899 shares; 2025Q4: 6,486 shares 6,486 $1.2M 0.02% +587 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,288 shares; 2024Q4: 78,694 shares; 2025Q1: 76,636 shares; 2025Q2: 77,363 shares; 2025Q3: 74,140 shares; 2025Q4: 73,407 shares 73,407 $1.2M 0.02% -733 Timeline SPSB 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: 102,248 shares; 2024Q4: 96,273 shares; 2025Q1: 95,485 shares; 2025Q2: 95,967 shares; 2025Q3: 40,337 shares; 2025Q4: 39,637 shares 39,637 $1.2M 0.02% -700 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,516 shares; 2024Q4: 19,427 shares; 2025Q1: 16,550 shares; 2025Q2: 18,590 shares; 2025Q3: 18,783 shares; 2025Q4: 20,571 shares 20,571 $1.2M 0.02% +1,788 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 4,774 shares; 2025Q1: 3,248 shares; 2025Q2: 4,430 shares; 2025Q3: 4,901 shares; 2025Q4: 5,845 shares 5,845 $1.19M 0.02% +944 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 4,770 shares; 2025Q1: 4,936 shares; 2025Q2: 5,028 shares; 2025Q3: 5,064 shares; 2025Q4: 5,107 shares 5,107 $1.19M 0.02% +43 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,440 shares; 2025Q1: 1,377 shares; 2025Q2: 1,437 shares; 2025Q3: 1,465 shares; 2025Q4: 1,473 shares 1,473 $1.19M 0.02% +8 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: 25,650 shares; 2025Q2: 32,650 shares; 2025Q3: 42,475 shares; 2025Q4: 51,600 shares 51,600 $1.19M 0.02% +9,125 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,407 shares; 2024Q4: 6,681 shares; 2025Q1: 6,014 shares; 2025Q2: 6,970 shares; 2025Q3: 6,784 shares; 2025Q4: 6,971 shares 6,971 $1.19M 0.02% +187 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 4,070 shares; 2025Q1: 5,269 shares; 2025Q2: 5,787 shares; 2025Q3: 6,239 shares; 2025Q4: 8,648 shares 8,648 $1.18M 0.02% +2,409 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,537 shares; 2024Q4: 12,685 shares; 2025Q1: 13,279 shares; 2025Q2: 14,079 shares; 2025Q3: 14,620 shares; 2025Q4: 13,473 shares 13,473 $1.17M 0.02% -1,147 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,778 shares 17,778 $1.16M 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 6,077 shares; 2025Q1: 6,986 shares; 2025Q2: 7,558 shares; 2025Q3: 7,941 shares; 2025Q4: 24,740 shares 24,740 $1.16M 0.02% +16,799 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,979 shares; 2024Q4: 9,181 shares; 2025Q1: 10,034 shares; 2025Q2: 7,403 shares; 2025Q3: 6,574 shares; 2025Q4: 7,771 shares 7,771 $1.16M 0.02% +1,197 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: 2,539 shares; 2024Q4: 2,719 shares; 2025Q1: 2,798 shares; 2025Q2: 2,794 shares; 2025Q3: 2,869 shares; 2025Q4: 3,716 shares 3,716 $1.15M 0.02% +847 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,716 shares; 2024Q4: 23,605 shares; 2025Q1: 19,079 shares; 2025Q2: 16,697 shares; 2025Q3: 15,819 shares; 2025Q4: 15,655 shares 15,655 $1.15M 0.02% -164 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 7,986 shares; 2025Q1: 8,404 shares; 2025Q2: 8,970 shares; 2025Q3: 9,188 shares; 2025Q4: 9,595 shares 9,595 $1.15M 0.02% +407 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 6,164 shares; 2025Q1: 6,197 shares; 2025Q2: 6,267 shares; 2025Q3: 6,113 shares; 2025Q4: 6,327 shares 6,327 $1.14M 0.02% +214 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,504 shares; 2024Q4: 13,208 shares; 2025Q1: 13,858 shares; 2025Q2: 28,949 shares; 2025Q3: 29,875 shares; 2025Q4: 28,025 shares 28,025 $1.12M 0.02% -1,850 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 9,208 shares; 2025Q1: 9,185 shares; 2025Q2: 9,433 shares; 2025Q3: 9,970 shares; 2025Q4: 10,157 shares 10,157 $1.12M 0.02% +187 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 648 shares; 2025Q1: 6,384 shares; 2025Q2: 3,335 shares; 2025Q3: 8,033 shares; 2025Q4: 13,850 shares 13,850 $1.12M 0.02% +5,817 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,472 shares; 2025Q1: 6,956 shares; 2025Q2: 7,187 shares; 2025Q3: 7,206 shares; 2025Q4: 6,806 shares 6,806 $1.1M 0.02% -400 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,712 shares; 2024Q4: 10,719 shares; 2025Q1: 10,726 shares; 2025Q2: 10,733 shares; 2025Q3: 10,741 shares; 2025Q4: 10,611 shares 10,611 $1.1M 0.02% -130 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: 2,773 shares; 2024Q4: 2,620 shares; 2025Q1: 2,903 shares; 2025Q2: 4,054 shares; 2025Q3: 3,994 shares; 2025Q4: 3,918 shares 3,918 $1.08M 0.02% -76 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,668 shares; 2024Q4: 13,099 shares; 2025Q1: 13,737 shares; 2025Q2: 13,704 shares; 2025Q3: 13,527 shares; 2025Q4: 13,706 shares 13,706 $1.08M 0.02% +179 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,554 shares; 2024Q4: 52,061 shares; 2025Q1: 48,235 shares; 2025Q2: 49,078 shares; 2025Q3: 49,602 shares; 2025Q4: 37,748 shares 37,748 $1.08M 0.02% -11,854 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,782 shares; 2024Q4: 7,858 shares; 2025Q1: 9,402 shares; 2025Q2: 9,559 shares; 2025Q3: 9,039 shares; 2025Q4: 9,272 shares 9,272 $1.07M 0.02% +233 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,206 shares; 2024Q4: 27,801 shares; 2025Q1: 25,482 shares; 2025Q2: 26,237 shares; 2025Q3: 24,517 shares; 2025Q4: 24,165 shares 24,165 $1.07M 0.02% -352 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,835 shares; 2024Q4: 24,145 shares; 2025Q1: 24,097 shares; 2025Q2: 23,644 shares; 2025Q3: 23,643 shares; 2025Q4: 22,897 shares 22,897 $1.07M 0.02% -746 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,480 shares; 2025Q3: 25,419 shares; 2025Q4: 22,899 shares 22,899 $1.06M 0.02% -2,520 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,810 shares; 2025Q1: 6,819 shares; 2025Q2: 8,206 shares; 2025Q3: 8,104 shares; 2025Q4: 8,478 shares 8,478 $1.06M 0.02% +374 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 5,014 shares; 2025Q1: 4,202 shares; 2025Q2: 12,122 shares; 2025Q3: 10,945 shares; 2025Q4: 11,543 shares 11,543 $1.05M 0.02% +598 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 2,924 shares; 2025Q1: 2,668 shares; 2025Q2: 2,986 shares; 2025Q3: 3,101 shares; 2025Q4: 3,586 shares 3,586 $1.05M 0.02% +485 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,942 shares; 2025Q1: 5,072 shares; 2025Q2: 5,022 shares; 2025Q3: 4,877 shares; 2025Q4: 4,982 shares 4,982 $1.05M 0.02% +105 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 742 shares; 2025Q1: 748 shares; 2025Q2: 10,743 shares; 2025Q3: 10,924 shares; 2025Q4: 11,536 shares 11,536 $1.05M 0.02% +612 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,078 shares; 2024Q4: 20,202 shares; 2025Q1: 19,992 shares; 2025Q2: 21,312 shares; 2025Q3: 20,093 shares; 2025Q4: 19,453 shares 19,453 $1.04M 0.02% -640 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 4,255 shares; 2025Q1: 5,192 shares; 2025Q2: 4,118 shares; 2025Q3: 3,834 shares; 2025Q4: 5,676 shares 5,676 $1.04M 0.02% +1,842 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,499 shares; 2024Q4: 35,885 shares; 2025Q1: 43,750 shares; 2025Q2: 29,938 shares; 2025Q3: 29,938 shares; 2025Q4: 26,775 shares 26,775 $1.03M 0.02% -3,163 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,853 shares; 2025Q1: 3,117 shares; 2025Q2: 3,487 shares; 2025Q3: 3,542 shares; 2025Q4: 3,463 shares 3,463 $1.03M 0.02% -79 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,084 shares; 2024Q4: 23,193 shares; 2025Q1: 20,207 shares; 2025Q2: 21,014 shares; 2025Q3: 22,306 shares; 2025Q4: 23,614 shares 23,614 $1.02M 0.02% +1,308 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,570 shares; 2024Q4: 26,998 shares; 2025Q1: 27,403 shares; 2025Q2: 19,419 shares; 2025Q3: 18,877 shares; 2025Q4: 19,075 shares 19,075 $1.02M 0.02% +198 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,402 shares; 2025Q1: 2,966 shares; 2025Q2: 3,419 shares; 2025Q3: 3,363 shares; 2025Q4: 4,067 shares 4,067 $1.02M 0.02% +704 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,347 shares; 2024Q4: 55,222 shares; 2025Q1: 55,234 shares; 2025Q2: 55,008 shares; 2025Q3: 52,075 shares; 2025Q4: 52,773 shares 52,773 $1.02M 0.02% +698 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,416 shares; 2024Q4: 23,416 shares; 2025Q1: 23,966 shares; 2025Q2: 24,187 shares; 2025Q3: 24,330 shares; 2025Q4: 21,160 shares 21,160 $1.02M 0.02% -3,170 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,470 shares; 2024Q4: 8,048 shares; 2025Q1: 5,617 shares; 2025Q2: 10,980 shares; 2025Q3: 13,053 shares; 2025Q4: 11,991 shares 11,991 $1.01M 0.02% -1,062 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,243 shares; 2024Q4: 74,832 shares; 2025Q1: 83,469 shares; 2025Q2: 82,690 shares; 2025Q3: 81,606 shares; 2025Q4: 86,300 shares 86,300 $1.01M 0.02% +4,694 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 2,505 shares; 2025Q1: 3,871 shares; 2025Q2: 5,370 shares; 2025Q3: 5,230 shares; 2025Q4: 5,104 shares 5,104 $1.01M 0.02% -126 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 1,387 shares; 2025Q1: 10,186 shares; 2025Q2: 19,850 shares; 2025Q3: 22,252 shares; 2025Q4: 20,079 shares 20,079 $1M 0.02% -2,173 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: 2,827 shares; 2024Q4: 2,557 shares; 2025Q1: 2,606 shares; 2025Q2: 5,524 shares; 2025Q3: 5,667 shares; 2025Q4: 5,788 shares 5,788 $997K 0.02% +121 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 3,466 shares; 2025Q1: 3,372 shares; 2025Q2: 3,267 shares; 2025Q3: 3,216 shares; 2025Q4: 4,432 shares 4,432 $996K 0.02% +1,216 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 5,057 shares; 2025Q1: 5,017 shares; 2025Q2: 6,371 shares; 2025Q3: 6,564 shares; 2025Q4: 6,963 shares 6,963 $992K 0.02% +399 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,467 shares; 2024Q4: 26,426 shares; 2025Q1: 22,980 shares; 2025Q2: 23,624 shares; 2025Q3: 24,456 shares; 2025Q4: 23,658 shares 23,658 $987K 0.02% -798 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,946 shares; 2024Q4: 25,643 shares; 2025Q1: 22,245 shares; 2025Q2: 21,363 shares; 2025Q3: 21,763 shares; 2025Q4: 21,443 shares 21,443 $986K 0.02% -320 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,382 shares; 2024Q4: 7,933 shares; 2025Q1: 7,241 shares; 2025Q2: 6,281 shares; 2025Q3: 6,281 shares; 2025Q4: 6,088 shares 6,088 $984K 0.02% -193 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,898 shares; 2024Q4: 48,305 shares; 2025Q1: 40,180 shares; 2025Q2: 58,382 shares; 2025Q3: 54,127 shares; 2025Q4: 55,031 shares 55,031 $981K 0.02% +904 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 7 shares; 2025Q1: 1,332 shares; 2025Q2: 10,933 shares; 2025Q3: 14,097 shares; 2025Q4: 11,464 shares 11,464 $979K 0.02% -2,633 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 8,520 shares; 2025Q1: 9,260 shares; 2025Q2: 9,817 shares; 2025Q3: 8,983 shares; 2025Q4: 12,805 shares 12,805 $976K 0.02% +3,822 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,508 shares; 2024Q4: 7,404 shares; 2025Q1: 5,201 shares; 2025Q2: 4,642 shares; 2025Q3: 4,107 shares; 2025Q4: 4,228 shares 4,228 $972K 0.02% +121 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,532 shares; 2025Q1: 1,865 shares; 2025Q2: 2,289 shares; 2025Q3: 3,237 shares; 2025Q4: 3,006 shares 3,006 $971K 0.02% -231 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,262 shares; 2024Q4: 10,452 shares; 2025Q1: 8,608 shares; 2025Q2: 10,907 shares; 2025Q3: 11,064 shares; 2025Q4: 10,951 shares 10,951 $967K 0.02% -113 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,037 shares; 2024Q4: 16,922 shares; 2025Q1: 11,484 shares; 2025Q2: 9,123 shares; 2025Q3: 6,306 shares; 2025Q4: 7,001 shares 7,001 $966K 0.02% +695 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,660 shares; 2024Q4: 32,311 shares; 2025Q1: 28,533 shares; 2025Q2: 39,404 shares; 2025Q3: 39,708 shares; 2025Q4: 40,209 shares 40,209 $966K 0.02% +501 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,120 shares; 2024Q4: 81,346 shares; 2025Q1: 113,085 shares; 2025Q2: 132,375 shares; 2025Q3: 121,593 shares; 2025Q4: 121,132 shares 121,132 $952K 0.02% -461 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,519 shares; 2024Q4: 31,546 shares; 2025Q1: 31,943 shares; 2025Q2: 26,211 shares; 2025Q3: 27,147 shares; 2025Q4: 27,365 shares 27,365 $950K 0.02% +218 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,747 shares; 2024Q4: 11,264 shares; 2025Q1: 9,759 shares; 2025Q2: 10,756 shares; 2025Q3: 10,713 shares; 2025Q4: 11,045 shares 11,045 $950K 0.02% +332 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,047 shares; 2024Q4: 21,623 shares; 2025Q1: 20,068 shares; 2025Q2: 20,665 shares; 2025Q3: 21,072 shares; 2025Q4: 23,416 shares 23,416 $941K 0.02% +2,344 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,558 shares; 2024Q4: 8,459 shares; 2025Q1: 8,504 shares; 2025Q2: 8,275 shares; 2025Q3: 8,335 shares; 2025Q4: 8,899 shares 8,899 $937K 0.02% +564 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,705 shares; 2025Q1: 4,247 shares; 2025Q2: 4,083 shares; 2025Q3: 4,178 shares; 2025Q4: 3,614 shares 3,614 $935K 0.02% -564 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,448 shares; 2024Q4: 9,760 shares; 2025Q1: 6,618 shares; 2025Q2: 12,910 shares; 2025Q3: 13,290 shares; 2025Q4: 13,916 shares 13,916 $934K 0.02% +626 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 5,078 shares; 2025Q1: 5,410 shares; 2025Q2: 5,036 shares; 2025Q3: 4,674 shares; 2025Q4: 4,594 shares 4,594 $932K 0.02% -80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 6,665 shares; 2025Q1: 6,665 shares; 2025Q2: 6,665 shares; 2025Q3: 8,410 shares; 2025Q4: 15,426 shares 15,426 $924K 0.02% +7,016 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,572 shares; 2024Q4: 72,790 shares; 2025Q1: 49,065 shares; 2025Q2: 78,440 shares; 2025Q3: 78,700 shares; 2025Q4: 65,842 shares 65,842 $924K 0.02% -12,858 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 5,704 shares; 2025Q1: 5,493 shares; 2025Q2: 5,346 shares; 2025Q3: 5,031 shares; 2025Q4: 4,991 shares 4,991 $924K 0.02% -40 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,904 shares; 2024Q4: 7,662 shares; 2025Q1: 10,325 shares; 2025Q2: 8,430 shares; 2025Q3: 8,093 shares; 2025Q4: 11,609 shares 11,609 $921K 0.02% +3,516 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 8,154 shares; 2025Q1: 8,109 shares; 2025Q2: 7,280 shares; 2025Q3: 8,219 shares; 2025Q4: 8,072 shares 8,072 $920K 0.02% -147 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,971 shares; 2025Q1: 2,675 shares; 2025Q2: 2,544 shares; 2025Q3: 2,509 shares; 2025Q4: 2,398 shares 2,398 $919K 0.02% -111 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,866 shares; 2024Q4: 20,329 shares; 2025Q1: 19,672 shares; 2025Q2: 19,099 shares; 2025Q3: 19,268 shares; 2025Q4: 19,173 shares 19,173 $917K 0.02% -95 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 5,183 shares; 2025Q1: 7,135 shares; 2025Q2: 7,723 shares; 2025Q3: 8,420 shares; 2025Q4: 9,179 shares 9,179 $917K 0.02% +759 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 5,463 shares; 2025Q1: 5,232 shares; 2025Q2: 6,180 shares; 2025Q3: 6,340 shares; 2025Q4: 6,733 shares 6,733 $916K 0.02% +393 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 7,910 shares; 2025Q1: 7,251 shares; 2025Q2: 8,611 shares; 2025Q3: 7,366 shares; 2025Q4: 9,456 shares 9,456 $916K 0.02% +2,090 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 9,932 shares; 2025Q1: 10,040 shares; 2025Q2: 9,572 shares; 2025Q3: 11,988 shares; 2025Q4: 9,932 shares 9,932 $909K 0.02% -2,056 Timeline VSGX 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: 14,943 shares; 2024Q4: 14,765 shares; 2025Q1: 13,100 shares; 2025Q2: 12,775 shares; 2025Q3: 12,875 shares; 2025Q4: 12,688 shares 12,688 $909K 0.02% -187 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,297 shares; 2025Q1: 4,313 shares; 2025Q2: 4,659 shares; 2025Q3: 3,957 shares; 2025Q4: 3,970 shares 3,970 $905K 0.02% +13 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,479 shares; 2025Q1: 2,534 shares; 2025Q2: 2,514 shares; 2025Q3: 2,477 shares; 2025Q4: 2,528 shares 2,528 $903K 0.02% +51 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,662 shares; 2024Q4: 5,662 shares; 2025Q1: 9,574 shares; 2025Q2: 11,013 shares; 2025Q3: 11,048 shares; 2025Q4: 10,939 shares 10,939 $902K 0.02% -109 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 3,440 shares; 2025Q2: 4,777 shares; 2025Q3: 6,257 shares; 2025Q4: 7,409 shares 7,409 $902K 0.02% +1,152 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,206 shares; 2025Q1: 3,177 shares; 2025Q2: 3,100 shares; 2025Q3: 3,073 shares; 2025Q4: 3,136 shares 3,136 $901K 0.02% +63 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 2,590 shares; 2025Q1: 16,163 shares; 2025Q2: 13,204 shares; 2025Q3: 19,776 shares; 2025Q4: 18,610 shares 18,610 $889K 0.02% -1,166 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,684 shares; 2025Q1: 2,899 shares; 2025Q2: 3,072 shares; 2025Q3: 3,180 shares; 2025Q4: 3,187 shares 3,187 $889K 0.02% +7 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,935 shares; 2024Q4: 17,941 shares; 2025Q1: 14,489 shares; 2025Q2: 17,293 shares; 2025Q3: 15,233 shares; 2025Q4: 18,542 shares 18,542 $887K 0.02% +3,309 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,441 shares; 2024Q4: 39,282 shares; 2025Q1: 38,617 shares; 2025Q2: 39,187 shares; 2025Q3: 41,492 shares; 2025Q4: 29,413 shares 29,413 $884K 0.02% -12,079 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 5,108 shares; 2025Q1: 5,321 shares; 2025Q2: 4,144 shares; 2025Q3: 4,236 shares; 2025Q4: 4,131 shares 4,131 $884K 0.02% -105 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,586 shares; 2024Q4: 21,354 shares; 2025Q1: 19,670 shares; 2025Q2: 17,226 shares; 2025Q3: 15,440 shares; 2025Q4: 14,215 shares 14,215 $883K 0.02% -1,225 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,188 shares; 2024Q4: 16,869 shares; 2025Q1: 16,595 shares; 2025Q2: 14,997 shares; 2025Q3: 13,333 shares; 2025Q4: 12,593 shares 12,593 $875K 0.02% -740 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,279 shares; 2025Q1: 1,288 shares; 2025Q2: 1,388 shares; 2025Q3: 1,409 shares; 2025Q4: 1,390 shares 1,390 $866K 0.02% -19 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,864 shares; 2024Q4: 19,990 shares; 2025Q1: 34,182 shares; 2025Q2: 41,999 shares; 2025Q3: 57,320 shares; 2025Q4: 52,486 shares 52,486 $865K 0.02% -4,834 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,802 shares; 2025Q1: 5,024 shares; 2025Q2: 4,835 shares; 2025Q3: 4,629 shares; 2025Q4: 4,661 shares 4,661 $860K 0.02% +32 Timeline MCHI 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,750 shares; 2025Q2: 14,300 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares 14,300 $859K 0.02% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 9,569 shares; 2025Q1: 10,942 shares; 2025Q2: 11,663 shares; 2025Q3: 17,312 shares; 2025Q4: 14,147 shares 14,147 $849K 0.02% -3,165 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 3,840 shares; 2025Q1: 3,805 shares; 2025Q2: 3,944 shares; 2025Q3: 3,791 shares; 2025Q4: 3,995 shares 3,995 $847K 0.02% +204 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,780 shares; 2024Q4: 20,578 shares; 2025Q1: 20,578 shares; 2025Q2: 18,400 shares; 2025Q3: 18,400 shares; 2025Q4: 18,400 shares 18,400 $844K 0.02% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,285 shares; 2024Q4: 95,587 shares; 2025Q1: 67,122 shares; 2025Q2: 67,235 shares; 2025Q3: 32,885 shares; 2025Q4: 35,486 shares 35,486 $841K 0.02% +2,601 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 202 shares; 2025Q1: 208 shares; 2025Q2: 235 shares; 2025Q3: 263 shares; 2025Q4: 247 shares 247 $839K 0.02% -16 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 39,903 shares; 2025Q1: 33,827 shares; 2025Q2: 33,189 shares; 2025Q3: 32,219 shares; 2025Q4: 32,735 shares 32,735 $838K 0.02% +516 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: 8,683 shares; 2024Q4: 9,629 shares; 2025Q1: 9,796 shares; 2025Q2: 8,874 shares; 2025Q3: 8,032 shares; 2025Q4: 7,467 shares 7,467 $838K 0.02% -565 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,526 shares; 2024Q4: 57,587 shares; 2025Q1: 61,490 shares; 2025Q2: 58,529 shares; 2025Q3: 58,876 shares; 2025Q4: 58,845 shares 58,845 $834K 0.02% -31 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,739 shares; 2024Q4: 14,984 shares; 2025Q1: 14,726 shares; 2025Q2: 14,709 shares; 2025Q3: 14,188 shares; 2025Q4: 14,172 shares 14,172 $833K 0.02% -16 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 10,511 shares; 2025Q1: 11,357 shares; 2025Q2: 12,614 shares; 2025Q3: 12,540 shares; 2025Q4: 11,974 shares 11,974 $831K 0.02% -566 Timeline