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: restricted; 2024Q4: 1,430,668 shares; 2025Q1: 1,444,787 shares; 2025Q2: 1,460,097 shares; 2025Q3: 1,462,759 shares; 2025Q4: 1,469,102 shares 1,469,102 $493M 31.23% +6,343 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: restricted; 2024Q4: 1,514,713 shares; 2025Q1: 1,608,109 shares; 2025Q2: 1,641,785 shares; 2025Q3: 1,705,220 shares; 2025Q4: 1,781,109 shares 1,781,109 $132M 8.36% +75,889 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: restricted; 2024Q4: 1,259,279 shares; 2025Q1: 1,308,260 shares; 2025Q2: 1,325,529 shares; 2025Q3: 1,351,580 shares; 2025Q4: 1,382,059 shares 1,382,059 $86.3M 5.47% +30,479 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: restricted; 2024Q4: 728,314 shares; 2025Q1: 749,715 shares; 2025Q2: 751,904 shares; 2025Q3: 775,555 shares; 2025Q4: 805,609 shares 805,609 $67.5M 4.28% +30,054 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: restricted; 2024Q4: 857,391 shares; 2025Q1: 871,189 shares; 2025Q2: 867,006 shares; 2025Q3: 846,486 shares; 2025Q4: 836,435 shares 836,435 $61.5M 3.9% -10,051 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: restricted; 2024Q4: 862,235 shares; 2025Q1: 885,367 shares; 2025Q2: 894,697 shares; 2025Q3: 912,904 shares; 2025Q4: 918,759 shares 918,759 $49.4M 3.13% +5,855 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: restricted; 2024Q4: 442,838 shares; 2025Q1: 455,197 shares; 2025Q2: 457,889 shares; 2025Q3: 477,368 shares; 2025Q4: 492,687 shares 492,687 $39.3M 2.49% +15,319 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 647,113 shares; 2025Q1: 686,735 shares; 2025Q2: 736,144 shares; 2025Q3: 769,539 shares; 2025Q4: 790,099 shares 790,099 $37M 2.35% +20,560 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: restricted; 2024Q4: 1,107,041 shares; 2025Q1: 1,062,691 shares; 2025Q2: 1,064,255 shares; 2025Q3: 1,057,006 shares; 2025Q4: 1,056,993 shares 1,056,993 $27.7M 1.76% -13 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: restricted; 2024Q4: 97,669 shares; 2025Q1: 98,396 shares; 2025Q2: 99,349 shares; 2025Q3: 98,300 shares; 2025Q4: 101,104 shares 101,104 $26.1M 1.65% +2,804 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: restricted; 2024Q4: 210,526 shares; 2025Q1: 219,116 shares; 2025Q2: 226,989 shares; 2025Q3: 233,650 shares; 2025Q4: 243,968 shares 243,968 $21.6M 1.37% +10,318 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: restricted; 2024Q4: 188,511 shares; 2025Q1: 193,703 shares; 2025Q2: 192,482 shares; 2025Q3: 197,903 shares; 2025Q4: 198,307 shares 198,307 $19.8M 1.26% +404 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,917 shares; 2025Q1: 19,496 shares; 2025Q2: 19,471 shares; 2025Q3: 18,866 shares; 2025Q4: 25,196 shares 25,196 $17.3M 1.09% +6,330 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,028 shares; 2025Q1: 94,879 shares; 2025Q2: 93,795 shares; 2025Q3: 92,401 shares; 2025Q4: 93,167 shares 93,167 $17.2M 1.09% +766 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212,910 shares; 2025Q1: 230,636 shares; 2025Q2: 237,605 shares; 2025Q3: 249,724 shares; 2025Q4: 263,556 shares 263,556 $15.5M 0.98% +13,832 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: restricted; 2024Q4: 60,025 shares; 2025Q1: 58,513 shares; 2025Q2: 58,058 shares; 2025Q3: 56,644 shares; 2025Q4: 53,028 shares 53,028 $15.4M 0.98% -3,616 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: restricted; 2024Q4: 119,494 shares; 2025Q1: 117,653 shares; 2025Q2: 122,366 shares; 2025Q3: 121,638 shares; 2025Q4: 105,497 shares 105,497 $15.1M 0.96% -16,141 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: restricted; 2024Q4: 81,285 shares; 2025Q1: 80,244 shares; 2025Q2: 78,643 shares; 2025Q3: 77,516 shares; 2025Q4: 69,449 shares 69,449 $14.7M 0.93% -8,067 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: restricted; 2024Q4: 4,543 shares; 2025Q1: 4,488 shares; 2025Q2: 4,658 shares; 2025Q3: 4,488 shares; 2025Q4: 21,250 shares 21,250 $14.5M 0.92% +16,762 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: restricted; 2024Q4: 222,115 shares; 2025Q1: 236,808 shares; 2025Q2: 241,640 shares; 2025Q3: 256,138 shares; 2025Q4: 275,998 shares 275,998 $13.3M 0.85% +19,860 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: restricted; 2024Q4: 65,744 shares; 2025Q1: 65,879 shares; 2025Q2: 65,215 shares; 2025Q3: 63,946 shares; 2025Q4: 58,334 shares 58,334 $12.8M 0.81% -5,612 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: restricted; 2024Q4: 557,051 shares; 2025Q1: 533,574 shares; 2025Q2: 523,538 shares; 2025Q3: 512,308 shares; 2025Q4: 507,808 shares 507,808 $12.2M 0.77% -4,500 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: restricted; 2024Q4: 40,153 shares; 2025Q1: 38,012 shares; 2025Q2: 37,421 shares; 2025Q3: 37,163 shares; 2025Q4: 37,058 shares 37,058 $11.7M 0.74% -105 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: restricted; 2024Q4: 157,053 shares; 2025Q1: 165,513 shares; 2025Q2: 163,466 shares; 2025Q3: 161,980 shares; 2025Q4: 167,286 shares 167,286 $11.2M 0.71% +5,306 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: restricted; 2024Q4: 37,841 shares; 2025Q1: 37,489 shares; 2025Q2: 37,246 shares; 2025Q3: 37,734 shares; 2025Q4: 37,241 shares 37,241 $10.1M 0.64% -493 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: restricted; 2024Q4: 191,665 shares; 2025Q1: 197,017 shares; 2025Q2: 190,537 shares; 2025Q3: 187,107 shares; 2025Q4: 186,418 shares 186,418 $9.86M 0.62% -689 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: restricted; 2024Q4: 110,792 shares; 2025Q1: 111,262 shares; 2025Q2: 112,384 shares; 2025Q3: 110,123 shares; 2025Q4: 108,778 shares 108,778 $9.73M 0.62% -1,345 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: restricted; 2024Q4: 49,464 shares; 2025Q1: 59,822 shares; 2025Q2: 65,723 shares; 2025Q3: 79,119 shares; 2025Q4: 86,825 shares 86,825 $9.3M 0.59% +7,706 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: restricted; 2024Q4: 59,068 shares; 2025Q1: 70,718 shares; 2025Q2: 60,801 shares; 2025Q3: 60,220 shares; 2025Q4: 60,239 shares 60,239 $8.96M 0.57% +19 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: restricted; 2024Q4: 327,097 shares; 2025Q1: 319,300 shares; 2025Q2: 317,695 shares; 2025Q3: 316,540 shares; 2025Q4: 311,162 shares 311,162 $8.86M 0.56% -5,378 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: restricted; 2024Q4: 310,469 shares; 2025Q1: 315,823 shares; 2025Q2: 311,541 shares; 2025Q3: 303,670 shares; 2025Q4: 290,220 shares 290,220 $8.73M 0.55% -13,450 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: restricted; 2024Q4: 369,931 shares; 2025Q1: 367,537 shares; 2025Q2: 366,285 shares; 2025Q3: 361,003 shares; 2025Q4: 304,560 shares 304,560 $8.2M 0.52% -56,443 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: restricted; 2024Q4: 79,299 shares; 2025Q1: 89,005 shares; 2025Q2: 90,122 shares; 2025Q3: 90,044 shares; 2025Q4: 91,244 shares 91,244 $7.53M 0.48% +1,200 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: restricted; 2024Q4: 85,202 shares; 2025Q1: 85,601 shares; 2025Q2: 87,275 shares; 2025Q3: 88,097 shares; 2025Q4: 85,027 shares 85,027 $7.04M 0.45% -3,070 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: restricted; 2024Q4: 38,818 shares; 2025Q1: 34,552 shares; 2025Q2: 33,759 shares; 2025Q3: 33,301 shares; 2025Q4: 36,303 shares 36,303 $6.77M 0.43% +3,002 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: restricted; 2024Q4: 261,438 shares; 2025Q1: 266,534 shares; 2025Q2: 260,128 shares; 2025Q3: 251,574 shares; 2025Q4: 242,594 shares 242,594 $6.65M 0.42% -8,980 Timeline IGIB 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: restricted; 2024Q4: 107,566 shares; 2025Q1: 111,336 shares; 2025Q2: 109,290 shares; 2025Q3: 106,624 shares; 2025Q4: 116,367 shares 116,367 $6.27M 0.4% +9,743 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: restricted; 2024Q4: 74,451 shares; 2025Q1: 77,033 shares; 2025Q2: 78,320 shares; 2025Q3: 78,374 shares; 2025Q4: 78,645 shares 78,645 $6.2M 0.39% +271 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: restricted; 2024Q4: 60,231 shares; 2025Q1: 60,231 shares; 2025Q2: 59,307 shares; 2025Q3: 53,147 shares; 2025Q4: 50,112 shares 50,112 $6.18M 0.39% -3,035 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: restricted; 2024Q4: 9,021 shares; 2025Q1: 8,876 shares; 2025Q2: 9,097 shares; 2025Q3: 9,192 shares; 2025Q4: 9,441 shares 9,441 $5.8M 0.37% +249 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,062 shares; 2025Q1: 57,899 shares; 2025Q2: 52,302 shares; 2025Q3: 52,273 shares; 2025Q4: 52,103 shares 52,103 $5.78M 0.37% -170 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: restricted; 2024Q4: 176,497 shares; 2025Q1: 168,308 shares; 2025Q2: 165,182 shares; 2025Q3: 164,692 shares; 2025Q4: 163,469 shares 163,469 $5.35M 0.34% -1,223 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,398 shares; 2025Q1: 99,966 shares; 2025Q2: 107,213 shares; 2025Q3: 99,736 shares; 2025Q4: 101,087 shares 101,087 $5.08M 0.32% +1,351 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: restricted; 2024Q4: 9,101 shares; 2025Q1: 9,078 shares; 2025Q2: 9,511 shares; 2025Q3: 9,094 shares; 2025Q4: 9,368 shares 9,368 $4.53M 0.29% +274 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: restricted; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.29% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,394 shares; 2025Q1: 6,076 shares; 2025Q2: 6,124 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares 5,950 $4.49M 0.28% 0 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: restricted; 2024Q4: 5,413 shares; 2025Q1: 4,633 shares; 2025Q2: 7,108 shares; 2025Q3: 7,008 shares; 2025Q4: 7,141 shares 7,141 $4.48M 0.28% +133 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: restricted; 2024Q4: 61,197 shares; 2025Q1: 61,197 shares; 2025Q2: 61,197 shares; 2025Q3: 51,839 shares; 2025Q4: 46,769 shares 46,769 $3.8M 0.24% -5,070 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,451 shares; 2025Q1: 92,949 shares; 2025Q2: 89,810 shares; 2025Q3: 87,823 shares; 2025Q4: 83,368 shares 83,368 $3.8M 0.24% -4,455 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: restricted; 2024Q4: 84,064 shares; 2025Q1: 84,064 shares; 2025Q2: 84,206 shares; 2025Q3: 84,206 shares; 2025Q4: 84,361 shares 84,361 $3.75M 0.24% +155 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: restricted; 2024Q4: 46,556 shares; 2025Q1: 48,182 shares; 2025Q2: 50,298 shares; 2025Q3: 28,083 shares; 2025Q4: 27,959 shares 27,959 $3.38M 0.21% -124 Timeline SCHZ 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: restricted; 2024Q4: 166,222 shares; 2025Q1: 144,320 shares; 2025Q2: 148,688 shares; 2025Q3: 143,729 shares; 2025Q4: 142,331 shares 142,331 $3.33M 0.21% -1,398 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,972 shares; 2025Q1: 10,972 shares; 2025Q2: 10,972 shares; 2025Q3: 10,965 shares; 2025Q4: 10,965 shares 10,965 $3.06M 0.19% 0 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: restricted; 2024Q4: 25,536 shares; 2025Q1: 26,677 shares; 2025Q2: 40,309 shares; 2025Q3: 40,277 shares; 2025Q4: 40,389 shares 40,389 $3.05M 0.19% +112 Timeline MLPX 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: restricted; 2024Q4: 46,738 shares; 2025Q1: 46,890 shares; 2025Q2: 47,290 shares; 2025Q3: 47,699 shares; 2025Q4: 45,454 shares 45,454 $2.75M 0.17% -2,245 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: restricted; 2024Q4: 29,431 shares; 2025Q1: 29,456 shares; 2025Q2: 29,461 shares; 2025Q3: 29,572 shares; 2025Q4: 28,669 shares 28,669 $2.7M 0.17% -903 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,404 shares; 2025Q1: 19,127 shares; 2025Q2: 19,277 shares; 2025Q3: 19,306 shares; 2025Q4: 18,678 shares 18,678 $2.68M 0.17% -628 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: restricted; 2024Q4: 44,366 shares; 2025Q1: 44,376 shares; 2025Q2: 43,951 shares; 2025Q3: 43,967 shares; 2025Q4: 55,387 shares 55,387 $2.58M 0.16% +11,420 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: restricted; 2024Q4: 11,880 shares; 2025Q1: 11,933 shares; 2025Q2: 12,162 shares; 2025Q3: 12,123 shares; 2025Q4: 12,125 shares 12,125 $2.57M 0.16% +2 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: restricted; 2024Q4: 11,176 shares; 2025Q1: 11,149 shares; 2025Q2: 11,022 shares; 2025Q3: 10,839 shares; 2025Q4: 10,861 shares 10,861 $2.51M 0.16% +22 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: restricted; 2024Q4: 6,741 shares; 2025Q1: 6,551 shares; 2025Q2: 6,574 shares; 2025Q3: 6,557 shares; 2025Q4: 6,701 shares 6,701 $2.31M 0.15% +144 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: restricted; 2024Q4: 11,753 shares; 2025Q1: 11,416 shares; 2025Q2: 11,006 shares; 2025Q3: 10,982 shares; 2025Q4: 10,838 shares 10,838 $2.24M 0.14% -144 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,032 shares; 2025Q1: not reported; 2025Q2: 12,109 shares; 2025Q3: 14,465 shares; 2025Q4: 14,538 shares 14,538 $2.21M 0.14% +73 Timeline VWOB 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: restricted; 2024Q4: 33,209 shares; 2025Q1: 33,776 shares; 2025Q2: 33,004 shares; 2025Q3: 32,980 shares; 2025Q4: 32,575 shares 32,575 $2.2M 0.14% -405 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: restricted; 2024Q4: 11,566 shares; 2025Q1: 11,560 shares; 2025Q2: 11,125 shares; 2025Q3: 11,151 shares; 2025Q4: 11,171 shares 11,171 $2.14M 0.14% +20 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,083 shares; 2025Q1: 27,523 shares; 2025Q2: 27,393 shares; 2025Q3: 27,648 shares; 2025Q4: 27,078 shares 27,078 $2.11M 0.13% -570 Timeline IAGG 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: restricted; 2024Q4: 39,324 shares; 2025Q1: 42,248 shares; 2025Q2: 42,725 shares; 2025Q3: 43,211 shares; 2025Q4: 42,150 shares 42,150 $2.11M 0.13% -1,061 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: restricted; 2024Q4: 5,742 shares; 2025Q1: 5,742 shares; 2025Q2: 6,197 shares; 2025Q3: 6,183 shares; 2025Q4: 6,400 shares 6,400 $2.06M 0.13% +217 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,345 shares; 2025Q1: 23,345 shares; 2025Q2: 23,345 shares; 2025Q3: 23,345 shares; 2025Q4: 23,371 shares 23,371 $2M 0.13% +26 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: restricted; 2024Q4: 16,817 shares; 2025Q1: 16,745 shares; 2025Q2: 16,824 shares; 2025Q3: 16,558 shares; 2025Q4: 16,518 shares 16,518 $1.99M 0.13% -40 Timeline USHY 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: restricted; 2024Q4: 46,019 shares; 2025Q1: 47,804 shares; 2025Q2: 47,504 shares; 2025Q3: 52,915 shares; 2025Q4: 53,048 shares 53,048 $1.98M 0.13% +133 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: restricted; 2024Q4: 4,703 shares; 2025Q1: 4,637 shares; 2025Q2: 4,517 shares; 2025Q3: 4,428 shares; 2025Q4: 4,392 shares 4,392 $1.98M 0.13% -36 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: restricted; 2024Q4: 9,775 shares; 2025Q1: 9,356 shares; 2025Q2: 9,356 shares; 2025Q3: 9,362 shares; 2025Q4: 10,297 shares 10,297 $1.97M 0.12% +935 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: restricted; 2024Q4: 9,255 shares; 2025Q1: 9,237 shares; 2025Q2: 9,237 shares; 2025Q3: 9,237 shares; 2025Q4: 9,237 shares 9,237 $1.96M 0.12% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,017 shares; 2025Q1: 91,348 shares; 2025Q2: 90,368 shares; 2025Q3: 90,958 shares; 2025Q4: 91,591 shares 91,591 $1.91M 0.12% +633 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: restricted; 2024Q4: 12,699 shares; 2025Q1: 12,614 shares; 2025Q2: 15,996 shares; 2025Q3: 15,756 shares; 2025Q4: 15,446 shares 15,446 $1.86M 0.12% -310 Timeline TAN 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: restricted; 2024Q4: 36,128 shares; 2025Q1: 36,654 shares; 2025Q2: 36,654 shares; 2025Q3: 36,654 shares; 2025Q4: 36,654 shares 36,654 $1.8M 0.11% 0 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: restricted; 2024Q4: 15,376 shares; 2025Q1: 14,920 shares; 2025Q2: 13,787 shares; 2025Q3: 13,610 shares; 2025Q4: 17,778 shares 17,778 $1.71M 0.11% +4,168 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: restricted; 2024Q4: 6,993 shares; 2025Q1: 6,993 shares; 2025Q2: 6,993 shares; 2025Q3: 6,952 shares; 2025Q4: 6,952 shares 6,952 $1.71M 0.11% 0 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: restricted; 2024Q4: 12,603 shares; 2025Q1: 12,503 shares; 2025Q2: 12,072 shares; 2025Q3: 11,947 shares; 2025Q4: 11,947 shares 11,947 $1.69M 0.11% 0 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: restricted; 2024Q4: 23,478 shares; 2025Q1: 23,478 shares; 2025Q2: 23,478 shares; 2025Q3: 23,478 shares; 2025Q4: 24,050 shares 24,050 $1.67M 0.11% +572 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,065 shares; 2025Q1: 6,036 shares; 2025Q2: 8,084 shares; 2025Q3: 7,940 shares; 2025Q4: 7,955 shares 7,955 $1.66M 0.11% +15 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: restricted; 2024Q4: 8,412 shares; 2025Q1: 8,412 shares; 2025Q2: 8,412 shares; 2025Q3: 8,400 shares; 2025Q4: 9,145 shares 9,145 $1.62M 0.1% +745 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: restricted; 2024Q4: 13,259 shares; 2025Q1: 13,259 shares; 2025Q2: 13,259 shares; 2025Q3: 13,259 shares; 2025Q4: 13,259 shares 13,259 $1.61M 0.1% 0 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: restricted; 2024Q4: 56,678 shares; 2025Q1: 55,879 shares; 2025Q2: 54,534 shares; 2025Q3: 54,257 shares; 2025Q4: 53,257 shares 53,257 $1.61M 0.1% -1,000 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: restricted; 2024Q4: 5,016 shares; 2025Q1: 5,048 shares; 2025Q2: 5,069 shares; 2025Q3: 4,945 shares; 2025Q4: 4,893 shares 4,893 $1.6M 0.1% -52 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: restricted; 2024Q4: 2,790 shares; 2025Q1: 2,800 shares; 2025Q2: 2,745 shares; 2025Q3: 2,750 shares; 2025Q4: 2,757 shares 2,757 $1.58M 0.1% +7 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,606 shares 2,606 $1.57M 0.1% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,107 shares; 2025Q1: 9,912 shares; 2025Q2: 9,076 shares; 2025Q3: 9,076 shares; 2025Q4: 9,076 shares 9,076 $1.53M 0.1% 0 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: restricted; 2024Q4: 15,287 shares; 2025Q1: 15,157 shares; 2025Q2: 15,157 shares; 2025Q3: 14,957 shares; 2025Q4: 14,372 shares 14,372 $1.51M 0.1% -585 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: restricted; 2024Q4: 11,032 shares; 2025Q1: 11,000 shares; 2025Q2: 10,564 shares; 2025Q3: 10,565 shares; 2025Q4: 10,511 shares 10,511 $1.48M 0.09% -54 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: restricted; 2024Q4: 3,373 shares; 2025Q1: 3,086 shares; 2025Q2: 3,086 shares; 2025Q3: 2,973 shares; 2025Q4: 2,974 shares 2,974 $1.45M 0.09% +1 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: restricted; 2024Q4: 10,505 shares; 2025Q1: 10,397 shares; 2025Q2: 11,543 shares; 2025Q3: 11,462 shares; 2025Q4: 11,420 shares 11,420 $1.44M 0.09% -42 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: restricted; 2024Q4: 10,535 shares; 2025Q1: 10,370 shares; 2025Q2: 10,382 shares; 2025Q3: 10,392 shares; 2025Q4: 14,247 shares 14,247 $1.37M 0.09% +3,855 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: restricted; 2024Q4: 15,519 shares; 2025Q1: 15,519 shares; 2025Q2: 15,519 shares; 2025Q3: 15,519 shares; 2025Q4: 31,038 shares 31,038 $1.33M 0.08% +15,519 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: restricted; 2024Q4: 13,484 shares; 2025Q1: 13,484 shares; 2025Q2: 13,484 shares; 2025Q3: 13,484 shares; 2025Q4: 13,484 shares 13,484 $1.3M 0.08% 0 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,938 shares; 2025Q1: 34,938 shares; 2025Q2: 34,938 shares; 2025Q3: 34,938 shares; 2025Q4: 34,938 shares 34,938 $1.29M 0.08% 0 Timeline XLRE 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: restricted; 2024Q4: 30,722 shares; 2025Q1: 36,238 shares; 2025Q2: 32,109 shares; 2025Q3: 32,854 shares; 2025Q4: 31,547 shares 31,547 $1.27M 0.08% -1,307 Timeline USIG 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: restricted; 2024Q4: 24,998 shares; 2025Q1: 25,142 shares; 2025Q2: 24,642 shares; 2025Q3: 24,358 shares; 2025Q4: 24,528 shares 24,528 $1.27M 0.08% +170 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: restricted; 2024Q4: 2,866 shares; 2025Q1: 2,856 shares; 2025Q2: 2,786 shares; 2025Q3: 2,719 shares; 2025Q4: 2,713 shares 2,713 $1.26M 0.08% -6 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,412 shares; 2025Q1: 1,399 shares; 2025Q2: 1,365 shares; 2025Q3: 1,327 shares; 2025Q4: 1,166 shares 1,166 $1.25M 0.08% -161 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: restricted; 2024Q4: 13,634 shares; 2025Q1: 13,431 shares; 2025Q2: 14,350 shares; 2025Q3: 14,331 shares; 2025Q4: 11,211 shares 11,211 $1.25M 0.08% -3,120 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,100 shares; 2025Q3: 68,100 shares; 2025Q4: 68,100 shares 68,100 $1.24M 0.08% 0 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,937 shares; 2025Q1: 10,870 shares; 2025Q2: 11,009 shares; 2025Q3: 11,809 shares; 2025Q4: 11,716 shares 11,716 $1.19M 0.08% -93 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: restricted; 2024Q4: 18,254 shares; 2025Q1: 18,180 shares; 2025Q2: 17,880 shares; 2025Q3: 17,880 shares; 2025Q4: 17,880 shares 17,880 $1.18M 0.07% 0 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: restricted; 2024Q4: 9,576 shares; 2025Q1: 9,576 shares; 2025Q2: 9,576 shares; 2025Q3: 6,557 shares; 2025Q4: 5,789 shares 5,789 $1.16M 0.07% -768 Timeline SDY 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: restricted; 2024Q4: 9,056 shares; 2025Q1: 9,058 shares; 2025Q2: 9,060 shares; 2025Q3: 9,062 shares; 2025Q4: 7,937 shares 7,937 $1.1M 0.07% -1,125 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: restricted; 2024Q4: 11,618 shares; 2025Q1: 11,320 shares; 2025Q2: 10,376 shares; 2025Q3: 10,365 shares; 2025Q4: 9,796 shares 9,796 $1.08M 0.07% -569 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: restricted; 2024Q4: 5,263 shares; 2025Q1: 5,268 shares; 2025Q2: 5,285 shares; 2025Q3: 5,279 shares; 2025Q4: 4,677 shares 4,677 $1.07M 0.07% -602 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: restricted; 2024Q4: 2,797 shares; 2025Q1: 2,582 shares; 2025Q2: 2,793 shares; 2025Q3: 3,082 shares; 2025Q4: 3,242 shares 3,242 $1.01M 0.06% +160 Timeline KXI 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: restricted; 2024Q4: 14,939 shares; 2025Q1: 14,754 shares; 2025Q2: 14,759 shares; 2025Q3: 15,364 shares; 2025Q4: 15,371 shares 15,371 $994K 0.06% +7 Timeline EXI 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: restricted; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 5,648 shares; 2025Q3: 5,648 shares; 2025Q4: 5,650 shares 5,650 $991K 0.06% +2 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: restricted; 2024Q4: 12,220 shares; 2025Q1: 10,587 shares; 2025Q2: 10,082 shares; 2025Q3: 9,945 shares; 2025Q4: 9,227 shares 9,227 $971K 0.06% -718 Timeline SMMV 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: restricted; 2024Q4: 23,217 shares; 2025Q1: 22,399 shares; 2025Q2: 22,399 shares; 2025Q3: 22,399 shares; 2025Q4: 22,399 shares 22,399 $971K 0.06% 0 Timeline STIP 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: restricted; 2024Q4: 7,847 shares; 2025Q1: 7,847 shares; 2025Q2: 7,847 shares; 2025Q3: 7,847 shares; 2025Q4: 9,416 shares 9,416 $964K 0.06% +1,569 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: restricted; 2024Q4: 7,591 shares; 2025Q1: 7,592 shares; 2025Q2: 7,607 shares; 2025Q3: 7,594 shares; 2025Q4: 6,651 shares 6,651 $953K 0.06% -943 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: restricted; 2024Q4: 4,543 shares; 2025Q1: 4,544 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,426 shares 4,426 $950K 0.06% -13 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,517 shares; 2025Q1: 17,247 shares; 2025Q2: 17,008 shares; 2025Q3: 18,111 shares; 2025Q4: 19,160 shares 19,160 $948K 0.06% +1,049 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: restricted; 2024Q4: 4,434 shares; 2025Q1: 4,434 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,154 shares 4,154 $947K 0.06% -41 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: restricted; 2024Q4: 8,256 shares; 2025Q1: 8,221 shares; 2025Q2: 8,221 shares; 2025Q3: 8,221 shares; 2025Q4: 8,201 shares 8,201 $933K 0.06% -20 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: restricted; 2024Q4: 6,686 shares; 2025Q1: 6,630 shares; 2025Q2: 6,630 shares; 2025Q3: 6,558 shares; 2025Q4: 6,558 shares 6,558 $926K 0.06% 0 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: restricted; 2024Q4: 12,766 shares; 2025Q1: 12,766 shares; 2025Q2: 12,766 shares; 2025Q3: 12,766 shares; 2025Q4: 12,766 shares 12,766 $912K 0.06% 0 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: restricted; 2024Q4: 35,836 shares; 2025Q1: 35,847 shares; 2025Q2: 29,952 shares; 2025Q3: 29,187 shares; 2025Q4: 29,137 shares 29,137 $902K 0.06% -50 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: restricted; 2024Q4: 20,707 shares; 2025Q1: 21,542 shares; 2025Q2: 22,577 shares; 2025Q3: 28,357 shares; 2025Q4: 36,556 shares 36,556 $888K 0.06% +8,199 Timeline IEUR 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: restricted; 2024Q4: 12,027 shares; 2025Q1: 12,027 shares; 2025Q2: 12,391 shares; 2025Q3: 12,391 shares; 2025Q4: 12,403 shares 12,403 $880K 0.06% +12 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: restricted; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,689 shares 1,689 $863K 0.05% 0 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: restricted; 2024Q4: 15,650 shares; 2025Q1: 15,650 shares; 2025Q2: 15,660 shares; 2025Q3: 15,660 shares; 2025Q4: 15,674 shares 15,674 $858K 0.05% +14 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,767 shares 13,767 $825K 0.05% new 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: restricted; 2024Q4: 6,063 shares; 2025Q1: 6,125 shares; 2025Q2: 6,512 shares; 2025Q3: 6,512 shares; 2025Q4: 6,553 shares 6,553 $799K 0.05% +41 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: restricted; 2024Q4: 972 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,427 shares; 2025Q4: 1,993 shares 1,993 $790K 0.05% +566 Timeline SOXX 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: restricted; 2024Q4: 2,702 shares; 2025Q1: 2,759 shares; 2025Q2: 2,800 shares; 2025Q3: 2,595 shares; 2025Q4: 2,595 shares 2,595 $781K 0.05% 0 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: restricted; 2024Q4: 9,031 shares; 2025Q1: 9,186 shares; 2025Q2: 8,890 shares; 2025Q3: 9,046 shares; 2025Q4: 9,050 shares 9,050 $781K 0.05% +4 Timeline PSCT 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: restricted; 2024Q4: 13,368 shares; 2025Q1: 13,368 shares; 2025Q2: 13,368 shares; 2025Q3: 13,368 shares; 2025Q4: 13,368 shares 13,368 $757K 0.05% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,498 shares; 2025Q1: 5,498 shares; 2025Q2: 5,617 shares; 2025Q3: 5,498 shares; 2025Q4: 5,161 shares 5,161 $741K 0.05% -337 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: restricted; 2024Q4: 2,911 shares; 2025Q1: 2,825 shares; 2025Q2: 2,774 shares; 2025Q3: 2,755 shares; 2025Q4: 2,691 shares 2,691 $730K 0.05% -64 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: restricted; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 838 shares; 2025Q3: 829 shares; 2025Q4: 846 shares 846 $730K 0.05% +17 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: restricted; 2024Q4: 12,638 shares; 2025Q1: 11,932 shares; 2025Q2: 11,265 shares; 2025Q3: 11,244 shares; 2025Q4: 10,373 shares 10,373 $725K 0.05% -871 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: restricted; 2024Q4: 4,255 shares; 2025Q1: 4,255 shares; 2025Q2: 4,104 shares; 2025Q3: 3,922 shares; 2025Q4: 3,922 shares 3,922 $719K 0.05% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,279 shares; 2025Q1: 22,754 shares; 2025Q2: 23,789 shares; 2025Q3: 29,569 shares; 2025Q4: 29,569 shares 29,569 $716K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,475 shares; 2025Q1: 19,475 shares; 2025Q2: 19,475 shares; 2025Q3: 19,475 shares; 2025Q4: 19,475 shares 19,475 $706K 0.04% 0 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: restricted; 2024Q4: 22,666 shares; 2025Q1: 22,290 shares; 2025Q2: 22,714 shares; 2025Q3: 21,870 shares; 2025Q4: 21,396 shares 21,396 $698K 0.04% -474 Timeline VPL 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: restricted; 2024Q4: 3,609 shares; 2025Q1: 3,536 shares; 2025Q2: 3,536 shares; 2025Q3: 3,538 shares; 2025Q4: 7,652 shares 7,652 $692K 0.04% +4,114 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: restricted; 2024Q4: 20,507 shares; 2025Q1: 20,688 shares; 2025Q2: 20,882 shares; 2025Q3: 21,242 shares; 2025Q4: 21,443 shares 21,443 $687K 0.04% +201 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,948 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,229 shares; 2025Q4: 6,201 shares 6,201 $683K 0.04% -28 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,570 shares; 2025Q1: 17,570 shares; 2025Q2: 17,570 shares; 2025Q3: 17,570 shares; 2025Q4: 17,570 shares 17,570 $661K 0.04% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,462 shares; 2025Q1: 13,366 shares; 2025Q2: 12,608 shares; 2025Q3: 11,824 shares; 2025Q4: 13,119 shares 13,119 $654K 0.04% +1,295 Timeline TLH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,221 shares; 2025Q3: 6,290 shares; 2025Q4: 6,380 shares 6,380 $649K 0.04% +90 Timeline IGF 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: restricted; 2024Q4: 9,589 shares; 2025Q1: 9,589 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 10,020 shares 10,020 $615K 0.04% +420 Timeline IYH 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: restricted; 2024Q4: 10,009 shares; 2025Q1: 9,660 shares; 2025Q2: 9,661 shares; 2025Q3: 9,402 shares; 2025Q4: 9,403 shares 9,403 $612K 0.04% +1 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,158 shares; 2025Q3: 7,158 shares; 2025Q4: 13,604 shares 13,604 $608K 0.04% +6,446 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,849 shares; 2025Q1: 6,095 shares; 2025Q2: 6,162 shares; 2025Q3: 6,485 shares; 2025Q4: 6,545 shares 6,545 $589K 0.04% +60 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: restricted; 2024Q4: 4,198 shares; 2025Q1: 5,333 shares; 2025Q2: 5,383 shares; 2025Q3: 5,383 shares; 2025Q4: 5,508 shares 5,508 $588K 0.04% +125 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: restricted; 2024Q4: 8,473 shares; 2025Q1: 8,208 shares; 2025Q2: 4,242 shares; 2025Q3: 4,229 shares; 2025Q4: 3,662 shares 3,662 $587K 0.04% -567 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: restricted; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 12,485 shares; 2025Q3: 12,485 shares; 2025Q4: 12,485 shares 12,485 $584K 0.04% 0 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: restricted; 2024Q4: 95,115 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 12,727 shares; 2025Q4: 11,574 shares 11,574 $575K 0.04% -1,153 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: restricted; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 3,082 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares 3,082 $558K 0.04% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,858 shares; 2025Q1: 17,858 shares; 2025Q2: 17,858 shares; 2025Q3: 17,858 shares; 2025Q4: 17,858 shares 17,858 $558K 0.04% 0 Timeline SHYG 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: restricted; 2024Q4: 11,427 shares; 2025Q1: 11,167 shares; 2025Q2: 11,167 shares; 2025Q3: 12,907 shares; 2025Q4: 12,907 shares 12,907 $553K 0.04% 0 Timeline SCHP 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: restricted; 2024Q4: 34,317 shares; 2025Q1: 31,715 shares; 2025Q2: 26,306 shares; 2025Q3: 21,282 shares; 2025Q4: 20,871 shares 20,871 $553K 0.04% -411 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,206 shares; 2025Q3: 1,189 shares; 2025Q4: 1,550 shares 1,550 $536K 0.03% +361 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: restricted; 2024Q4: 8,810 shares; 2025Q1: 8,312 shares; 2025Q2: 8,136 shares; 2025Q3: 8,255 shares; 2025Q4: 8,264 shares 8,264 $529K 0.03% +9 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,045 shares; 2025Q1: 18,045 shares; 2025Q2: 18,045 shares; 2025Q3: 18,045 shares; 2025Q4: 18,074 shares 18,074 $507K 0.03% +29 Timeline IYC 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: restricted; 2024Q4: 5,222 shares; 2025Q1: 5,223 shares; 2025Q2: 4,853 shares; 2025Q3: 4,854 shares; 2025Q4: 4,854 shares 4,854 $501K 0.03% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,275 shares 7,275 $501K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,077 shares; 2025Q3: 10,077 shares; 2025Q4: 9,888 shares 9,888 $487K 0.03% -189 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: restricted; 2024Q4: 8,565 shares; 2025Q1: 7,530 shares; 2025Q2: 6,523 shares; 2025Q3: 5,972 shares; 2025Q4: 5,972 shares 5,972 $482K 0.03% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,296 shares; 2025Q1: 8,061 shares; 2025Q2: 7,692 shares; 2025Q3: 6,853 shares; 2025Q4: 6,854 shares 6,854 $478K 0.03% +1 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,136 shares; 2025Q1: 5,136 shares; 2025Q2: 5,108 shares; 2025Q3: 4,878 shares; 2025Q4: 4,880 shares 4,880 $475K 0.03% +2 Timeline IYK 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: restricted; 2024Q4: 6,904 shares; 2025Q1: 6,908 shares; 2025Q2: 6,913 shares; 2025Q3: 6,919 shares; 2025Q4: 6,928 shares 6,928 $464K 0.03% +9 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: restricted; 2024Q4: 1,729 shares; 2025Q1: 1,682 shares; 2025Q2: 1,685 shares; 2025Q3: 1,603 shares; 2025Q4: 1,607 shares 1,607 $463K 0.03% +4 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: restricted; 2024Q4: 8,599 shares; 2025Q1: 8,599 shares; 2025Q2: 8,599 shares; 2025Q3: 8,599 shares; 2025Q4: 8,599 shares 8,599 $461K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 936 shares; 2025Q4: 936 shares 936 $443K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,586 shares; 2025Q3: 7,586 shares; 2025Q4: 8,086 shares 8,086 $443K 0.03% +500 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: restricted; 2024Q4: 2,519 shares; 2025Q1: 2,519 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares 2,519 $429K 0.03% 0 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: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,442 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares 1,203 $422K 0.03% 0 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: restricted; 2024Q4: 10,984 shares; 2025Q1: 10,792 shares; 2025Q2: 12,014 shares; 2025Q3: 10,397 shares; 2025Q4: 10,244 shares 10,244 $417K 0.03% -153 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: restricted; 2024Q4: 3,428 shares; 2025Q1: 3,431 shares; 2025Q2: 3,433 shares; 2025Q3: 3,435 shares; 2025Q4: 3,260 shares 3,260 $408K 0.03% -175 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: restricted; 2024Q4: 9,436 shares; 2025Q1: 9,437 shares; 2025Q2: 5,498 shares; 2025Q3: 5,470 shares; 2025Q4: 5,222 shares 5,222 $402K 0.03% -248 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 4,494 shares; 2025Q3: 4,279 shares; 2025Q4: 4,279 shares 4,279 $393K 0.02% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,426 shares; 2025Q1: 13,426 shares; 2025Q2: 13,438 shares; 2025Q3: 13,258 shares; 2025Q4: 13,258 shares 13,258 $393K 0.02% 0 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: restricted; 2024Q4: 9,522 shares; 2025Q1: 7,604 shares; 2025Q2: 7,454 shares; 2025Q3: 7,484 shares; 2025Q4: 7,523 shares 7,523 $381K 0.02% +39 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: restricted; 2024Q4: 3,260 shares; 2025Q1: 3,199 shares; 2025Q2: 3,409 shares; 2025Q3: 3,350 shares; 2025Q4: 4,262 shares 4,262 $372K 0.02% +912 Timeline INDY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,494 shares 7,494 $369K 0.02% new Timeline IYM 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: restricted; 2024Q4: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares; 2025Q4: 2,383 shares 2,383 $367K 0.02% 0 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: restricted; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares 1,125 $363K 0.02% 0 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: restricted; 2024Q4: 9,723 shares; 2025Q1: 10,528 shares; 2025Q2: 10,528 shares; 2025Q3: 13,688 shares; 2025Q4: 14,083 shares 14,083 $358K 0.02% +395 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: restricted; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 2,484 shares 2,484 $358K 0.02% +1,242 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: restricted; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,600 shares; 2025Q3: 3,567 shares; 2025Q4: 3,050 shares 3,050 $357K 0.02% -517 Timeline XLV 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: restricted; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,261 shares; 2025Q3: 2,262 shares; 2025Q4: 2,274 shares 2,274 $352K 0.02% +12 Timeline IYJ 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: restricted; 2024Q4: 2,670 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,370 shares 2,370 $351K 0.02% -140 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: restricted; 2024Q4: 16,791 shares; 2025Q1: 13,747 shares; 2025Q2: 14,018 shares; 2025Q3: 13,980 shares; 2025Q4: 13,991 shares 13,991 $348K 0.02% +11 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: restricted; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,416 shares 2,416 $341K 0.02% +105 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,892 shares; 2025Q3: 5,892 shares; 2025Q4: 5,892 shares 5,892 $339K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,611 shares; 2025Q4: 2,181 shares 2,181 $335K 0.02% +570 Timeline PFXF 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: restricted; 2024Q4: 31,263 shares; 2025Q1: 21,222 shares; 2025Q2: 17,800 shares; 2025Q3: 18,104 shares; 2025Q4: 18,580 shares 18,580 $328K 0.02% +476 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: restricted; 2024Q4: 1,399 shares; 2025Q1: 1,400 shares; 2025Q2: 1,382 shares; 2025Q3: 1,383 shares; 2025Q4: 1,357 shares 1,357 $327K 0.02% -26 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: restricted; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,099 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares 1,095 $324K 0.02% 0 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: restricted; 2024Q4: 4,099 shares; 2025Q1: 3,608 shares; 2025Q2: 3,229 shares; 2025Q3: 3,086 shares; 2025Q4: 2,935 shares 2,935 $323K 0.02% -151 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: restricted; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 389 shares; 2025Q3: 343 shares; 2025Q4: 3,430 shares 3,430 $322K 0.02% +3,087 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: restricted; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 485 shares; 2025Q3: 480 shares; 2025Q4: 480 shares 480 $317K 0.02% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $315K 0.02% 0 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,978 shares; 2025Q1: 8,978 shares; 2025Q2: 8,978 shares; 2025Q3: 8,978 shares; 2025Q4: 8,978 shares 8,978 $308K 0.02% 0 Timeline ACWV 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: restricted; 2024Q4: 2,570 shares; 2025Q1: 2,573 shares; 2025Q2: 2,568 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares 2,569 $305K 0.02% 0 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: restricted; 2024Q4: 6,384 shares; 2025Q1: 6,310 shares; 2025Q2: 6,054 shares; 2025Q3: 5,619 shares; 2025Q4: 5,604 shares 5,604 $302K 0.02% -15 Timeline FDN 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: restricted; 2024Q4: not reported; 2025Q1: 929 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,109 shares 1,109 $299K 0.02% +15 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares 2,245 $295K 0.02% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,194 shares; 2025Q1: 2,074 shares; 2025Q2: 2,073 shares; 2025Q3: 2,073 shares; 2025Q4: 1,900 shares 1,900 $290K 0.02% -173 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: restricted; 2024Q4: 4,300 shares; 2025Q1: 4,120 shares; 2025Q2: 3,835 shares; 2025Q3: 3,188 shares; 2025Q4: 2,872 shares 2,872 $285K 0.02% -316 Timeline IEI 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: restricted; 2024Q4: 1,869 shares; 2025Q1: 2,204 shares; 2025Q2: 2,285 shares; 2025Q3: 2,365 shares; 2025Q4: 2,365 shares 2,365 $282K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 933 shares; 2025Q4: 933 shares 933 $282K 0.02% 0 Timeline EMHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,922 shares 6,922 $279K 0.02% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,694 shares; 2025Q1: 9,751 shares; 2025Q2: 9,751 shares; 2025Q3: 9,751 shares; 2025Q4: 8,566 shares 8,566 $270K 0.02% -1,185 Timeline RXI 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: restricted; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,304 shares 1,304 $268K 0.02% +1 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,380 shares; 2025Q1: 1,374 shares; 2025Q2: 1,326 shares; 2025Q3: 1,226 shares; 2025Q4: 1,222 shares 1,222 $265K 0.02% -4 Timeline FALN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,685 shares 9,685 $264K 0.02% new 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: restricted; 2024Q4: 1,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800 $251K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 437 shares 437 $249K 0.02% 0 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: restricted; 2024Q4: 3,215 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 2,928 shares; 2025Q4: 2,928 shares 2,928 $248K 0.02% 0 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: restricted; 2024Q4: 11,576 shares; 2025Q1: 11,238 shares; 2025Q2: 5,971 shares; 2025Q3: 5,956 shares; 2025Q4: 4,256 shares 4,256 $245K 0.02% -1,700 Timeline IFRA 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: restricted; 2024Q4: 5,189 shares; 2025Q1: 4,767 shares; 2025Q2: 4,593 shares; 2025Q3: 4,594 shares; 2025Q4: 4,596 shares 4,596 $242K 0.02% +2 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: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares 1,146 $241K 0.02% 0 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: restricted; 2024Q4: 5,484 shares; 2025Q1: not reported; 2025Q2: 4,939 shares; 2025Q3: 4,332 shares; 2025Q4: 4,334 shares 4,334 $238K 0.02% +2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 703 shares; 2025Q4: 703 shares 703 $237K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,317 shares; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares 1,293 $235K 0.01% 0 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: restricted; 2024Q4: 2,549 shares; 2025Q1: 1,694 shares; 2025Q2: 1,639 shares; 2025Q3: 1,651 shares; 2025Q4: 1,575 shares 1,575 $235K 0.01% -76 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: restricted; 2024Q4: 2,376 shares; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares 2,376 $230K 0.01% 0 Timeline AIA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares 2,315 $226K 0.01% 0 Timeline GNR 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: restricted; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares; 2025Q4: 3,625 shares 3,625 $225K 0.01% -845 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,913 shares; 2025Q1: 4,918 shares; 2025Q2: 4,488 shares; 2025Q3: 4,515 shares; 2025Q4: 4,617 shares 4,617 $225K 0.01% +102 Timeline MXI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $222K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: not reported; 2025Q4: 102 shares 102 $219K 0.01% new 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: restricted; 2024Q4: 6,275 shares; 2025Q1: 6,563 shares; 2025Q2: 6,936 shares; 2025Q3: not reported; 2025Q4: 3,054 shares 3,054 $219K 0.01% new Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $218K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,267 shares; 2025Q3: 3,267 shares; 2025Q4: 2,942 shares 2,942 $217K 0.01% -325 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 702 shares; 2025Q4: 702 shares 702 $216K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,260 shares; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,198 shares; 2025Q4: 1,204 shares 1,204 $214K 0.01% +6 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: restricted; 2024Q4: 1,874 shares; 2025Q1: not reported; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,874 shares 1,874 $213K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,321 shares; 2025Q1: 16,755 shares; 2025Q2: 15,234 shares; 2025Q3: 14,199 shares; 2025Q4: 8,546 shares 8,546 $213K 0.01% -5,653 Timeline IGV 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: restricted; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 1,980 shares 1,980 $209K 0.01% -440 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares 1,247 $203K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,267 shares 2,267 $201K 0.01% new Timeline PGX 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: restricted; 2024Q4: 30,843 shares; 2025Q1: 30,897 shares; 2025Q2: 30,951 shares; 2025Q3: 27,198 shares; 2025Q4: 16,038 shares 16,038 $180K 0.01% -11,160 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,061 shares; 2025Q1: 12,061 shares; 2025Q2: 12,061 shares; 2025Q3: 12,061 shares; 2025Q4: 12,061 shares 12,061 $49.1K <0.01% 0 Timeline