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: 1,699,266 shares; 2024Q4: 1,785,874 shares; 2025Q1: 1,748,907 shares; 2025Q2: 1,719,180 shares; 2025Q3: 1,723,755 shares; 2025Q4: 1,740,305 shares 1,740,305 $325M 5.81% +16,550 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: 1,164,950 shares; 2024Q4: 1,164,527 shares; 2025Q1: 1,129,020 shares; 2025Q2: 1,096,447 shares; 2025Q3: 1,098,241 shares; 2025Q4: 1,129,695 shares 1,129,695 $307M 5.5% +31,454 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: 111,109 shares; 2024Q4: 119,501 shares; 2025Q1: 113,998 shares; 2025Q2: 102,669 shares; 2025Q3: 105,002 shares; 2025Q4: 205,787 shares 205,787 $129M 2.31% +100,785 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: 217,505 shares; 2024Q4: 199,822 shares; 2025Q1: 189,624 shares; 2025Q2: 183,612 shares; 2025Q3: 167,542 shares; 2025Q4: 172,240 shares 172,240 $118M 2.11% +4,698 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: 170,405 shares; 2024Q4: 175,157 shares; 2025Q1: 176,082 shares; 2025Q2: 181,412 shares; 2025Q3: 177,999 shares; 2025Q4: 178,867 shares 178,867 $110M 1.97% +868 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: 432,424 shares; 2024Q4: 434,008 shares; 2025Q1: 433,219 shares; 2025Q2: 454,720 shares; 2025Q3: 455,189 shares; 2025Q4: 447,871 shares 447,871 $103M 1.85% -7,318 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: 15,630 shares; 2024Q4: 15,388 shares; 2025Q1: 15,882 shares; 2025Q2: 14,700 shares; 2025Q3: 14,664 shares; 2025Q4: 1,476,604 shares 1,476,604 $88.5M 1.58% +1,461,940 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: 168,934 shares; 2024Q4: 180,500 shares; 2025Q1: 175,856 shares; 2025Q2: 159,451 shares; 2025Q3: 168,021 shares; 2025Q4: 182,514 shares 182,514 $88.3M 1.58% +14,493 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: 276,084 shares; 2024Q4: 276,576 shares; 2025Q1: 275,694 shares; 2025Q2: 273,996 shares; 2025Q3: 277,426 shares; 2025Q4: 280,713 shares 280,713 $88.1M 1.58% +3,287 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: 217,540 shares; 2024Q4: 207,239 shares; 2025Q1: 215,595 shares; 2025Q2: 217,277 shares; 2025Q3: 204,312 shares; 2025Q4: 215,997 shares 215,997 $67.6M 1.21% +11,685 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,652,954 shares 1,652,954 $63.6M 1.14% new 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: 1,603,354 shares; 2024Q4: 1,601,553 shares; 2025Q1: 1,599,936 shares; 2025Q2: 1,580,725 shares; 2025Q3: 1,563,677 shares; 2025Q4: 1,544,016 shares 1,544,016 $61.1M 1.09% -19,661 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: 7,993 shares; 2024Q4: 6,104 shares; 2025Q1: 5,803 shares; 2025Q2: 4,990 shares; 2025Q3: 10,148 shares; 2025Q4: 657,660 shares 657,660 $60.1M 1.08% +647,512 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: not reported; 2024Q4: 99,051 shares; 2025Q1: 101,199 shares; 2025Q2: 91,325 shares; 2025Q3: 89,050 shares; 2025Q4: 87,926 shares 87,926 $60M 1.07% -1,124 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: 60,709 shares; 2024Q4: 66,225 shares; 2025Q1: 59,412 shares; 2025Q2: 57,260 shares; 2025Q3: 74,074 shares; 2025Q4: 139,038 shares 139,038 $55.1M 0.99% +64,964 Timeline BBUS 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: 366,095 shares; 2024Q4: 397,598 shares; 2025Q1: 400,462 shares; 2025Q2: 402,511 shares; 2025Q3: 414,025 shares; 2025Q4: 432,960 shares 432,960 $53.4M 0.96% +18,935 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: 104,849 shares; 2024Q4: 152,491 shares; 2025Q1: 152,258 shares; 2025Q2: 153,695 shares; 2025Q3: 159,380 shares; 2025Q4: 153,175 shares 153,175 $53M 0.95% -6,205 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: 73,867 shares; 2024Q4: 70,399 shares; 2025Q1: 70,706 shares; 2025Q2: 69,616 shares; 2025Q3: 71,664 shares; 2025Q4: 74,876 shares 74,876 $49.4M 0.88% +3,212 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: 58,897 shares; 2024Q4: 71,828 shares; 2025Q1: 80,161 shares; 2025Q2: 74,906 shares; 2025Q3: 90,239 shares; 2025Q4: 97,191 shares 97,191 $47.4M 0.85% +6,952 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: 84,940 shares; 2024Q4: 82,499 shares; 2025Q1: 81,628 shares; 2025Q2: 90,462 shares; 2025Q3: 99,900 shares; 2025Q4: 105,022 shares 105,022 $47.2M 0.85% +5,122 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: 118,405 shares; 2024Q4: 119,520 shares; 2025Q1: 115,893 shares; 2025Q2: 117,674 shares; 2025Q3: 119,194 shares; 2025Q4: 134,863 shares 134,863 $45.2M 0.81% +15,669 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: 126,253 shares; 2024Q4: 126,262 shares; 2025Q1: 125,707 shares; 2025Q2: 125,375 shares; 2025Q3: 126,174 shares; 2025Q4: 127,077 shares 127,077 $44.6M 0.8% +903 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: 65,950 shares; 2024Q4: 74,782 shares; 2025Q1: 102,625 shares; 2025Q2: 118,545 shares; 2025Q3: 148,338 shares; 2025Q4: 209,252 shares 209,252 $44.4M 0.79% +60,914 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: 119,625 shares; 2024Q4: 126,863 shares; 2025Q1: 125,469 shares; 2025Q2: 123,591 shares; 2025Q3: 131,018 shares; 2025Q4: 132,194 shares 132,194 $42.6M 0.76% +1,176 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: 293,427 shares; 2024Q4: 347,265 shares; 2025Q1: 370,445 shares; 2025Q2: 358,184 shares; 2025Q3: 544,652 shares; 2025Q4: 658,848 shares 658,848 $40.1M 0.72% +114,196 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: 38,548 shares; 2024Q4: 36,968 shares; 2025Q1: 36,548 shares; 2025Q2: 36,391 shares; 2025Q3: 37,419 shares; 2025Q4: 36,946 shares 36,946 $39.7M 0.71% -473 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: 10,771 shares; 2024Q4: 28,798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,015 shares; 2025Q4: 245,918 shares 245,918 $37.6M 0.67% +243,903 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,982 shares; 2024Q4: 727,018 shares; 2025Q1: 772,727 shares; 2025Q2: 836,497 shares; 2025Q3: 931,446 shares; 2025Q4: 955,311 shares 955,311 $36.4M 0.65% +23,865 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: 100,199 shares; 2024Q4: 108,367 shares; 2025Q1: 105,138 shares; 2025Q2: 106,822 shares; 2025Q3: 106,712 shares; 2025Q4: 103,403 shares 103,403 $35.6M 0.64% -3,309 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: 140,460 shares; 2024Q4: 188,192 shares; 2025Q1: 239,544 shares; 2025Q2: 279,996 shares; 2025Q3: 340,752 shares; 2025Q4: 344,356 shares 344,356 $34.6M 0.62% +3,604 Timeline BBIN 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: 292,996 shares; 2024Q4: 364,394 shares; 2025Q1: 428,037 shares; 2025Q2: 445,104 shares; 2025Q3: 465,909 shares; 2025Q4: 465,267 shares 465,267 $33.6M 0.6% -642 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: 233,665 shares; 2024Q4: 272,954 shares; 2025Q1: 340,342 shares; 2025Q2: 331,454 shares; 2025Q3: 384,064 shares; 2025Q4: 410,366 shares 410,366 $33.3M 0.6% +26,302 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807,754 shares; 2024Q4: 811,440 shares; 2025Q1: 811,013 shares; 2025Q2: 809,289 shares; 2025Q3: 808,657 shares; 2025Q4: 804,327 shares 804,327 $33.1M 0.59% -4,330 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: 245,532 shares; 2024Q4: 553,007 shares; 2025Q1: 560,478 shares; 2025Q2: 554,651 shares; 2025Q3: 580,392 shares; 2025Q4: 1,363,505 shares 1,363,505 $32.8M 0.59% +783,113 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: 57,248 shares; 2024Q4: 57,068 shares; 2025Q1: 54,905 shares; 2025Q2: 56,330 shares; 2025Q3: 59,565 shares; 2025Q4: 62,689 shares 62,689 $31.5M 0.56% +3,124 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: 175,272 shares; 2024Q4: 739,045 shares; 2025Q1: 1,064,994 shares; 2025Q2: 1,210,748 shares; 2025Q3: 1,189,278 shares; 2025Q4: 1,157,789 shares 1,157,789 $31.2M 0.56% -31,489 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: 958,181 shares; 2024Q4: 890,116 shares; 2025Q1: 660,001 shares; 2025Q2: 583,888 shares; 2025Q3: 582,778 shares; 2025Q4: 633,426 shares 633,426 $29.5M 0.53% +50,648 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: 290,710 shares; 2024Q4: 247,246 shares; 2025Q1: 267,680 shares; 2025Q2: 294,142 shares; 2025Q3: 272,387 shares; 2025Q4: 286,661 shares 286,661 $28.6M 0.51% +14,274 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: 55,655 shares; 2024Q4: 55,332 shares; 2025Q1: 55,264 shares; 2025Q2: 55,380 shares; 2025Q3: 55,517 shares; 2025Q4: 55,256 shares 55,256 $28.2M 0.51% -261 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: 169,882 shares; 2024Q4: 707,827 shares; 2025Q1: 767,177 shares; 2025Q2: 797,307 shares; 2025Q3: 852,869 shares; 2025Q4: 851,043 shares 851,043 $27.8M 0.5% -1,826 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: 6,814 shares; 2024Q4: 7,294 shares; 2025Q1: 22,986 shares; 2025Q2: 33,290 shares; 2025Q3: 63,352 shares; 2025Q4: 80,476 shares 80,476 $27.6M 0.49% +17,124 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384,283 shares 384,283 $27.1M 0.48% new 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: 129,963 shares; 2024Q4: 145,705 shares; 2025Q1: 161,886 shares; 2025Q2: 155,879 shares; 2025Q3: 182,345 shares; 2025Q4: 132,152 shares 132,152 $26.2M 0.47% -50,193 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: 93,865 shares; 2024Q4: 111,297 shares; 2025Q1: 106,220 shares; 2025Q2: 107,203 shares; 2025Q3: 111,108 shares; 2025Q4: 111,829 shares 111,829 $25.6M 0.46% +721 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,320 shares; 2024Q4: 691,617 shares; 2025Q1: 740,411 shares; 2025Q2: 754,682 shares; 2025Q3: 788,120 shares; 2025Q4: 782,838 shares 782,838 $25.5M 0.46% -5,282 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: 41,270 shares; 2024Q4: 41,708 shares; 2025Q1: 41,796 shares; 2025Q2: 42,978 shares; 2025Q3: 44,020 shares; 2025Q4: 44,220 shares 44,220 $25.2M 0.45% +200 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,817 shares; 2024Q4: 270,545 shares; 2025Q1: 216,917 shares; 2025Q2: 319,091 shares; 2025Q3: 364,758 shares; 2025Q4: 347,857 shares 347,857 $24.8M 0.44% -16,901 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: 127,789 shares; 2024Q4: 126,404 shares; 2025Q1: 113,520 shares; 2025Q2: 114,246 shares; 2025Q3: 116,422 shares; 2025Q4: 118,705 shares 118,705 $23.7M 0.42% +2,283 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: 169,946 shares; 2024Q4: 188,447 shares; 2025Q1: 190,707 shares; 2025Q2: 192,958 shares; 2025Q3: 193,542 shares; 2025Q4: 196,087 shares 196,087 $23.6M 0.42% +2,545 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: 65,836 shares; 2024Q4: 156,306 shares; 2025Q1: 421,247 shares; 2025Q2: 444,661 shares; 2025Q3: 467,291 shares; 2025Q4: 489,024 shares 489,024 $22.5M 0.4% +21,733 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: 54,763 shares; 2024Q4: 55,443 shares; 2025Q1: 57,594 shares; 2025Q2: 58,599 shares; 2025Q3: 60,050 shares; 2025Q4: 60,773 shares 60,773 $22.5M 0.4% +723 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: 55,047 shares; 2024Q4: 50,844 shares; 2025Q1: 55,543 shares; 2025Q2: 60,168 shares; 2025Q3: 57,211 shares; 2025Q4: 58,962 shares 58,962 $22M 0.39% +1,751 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: 17,908 shares; 2024Q4: 19,330 shares; 2025Q1: 22,287 shares; 2025Q2: 28,264 shares; 2025Q3: 29,115 shares; 2025Q4: 29,021 shares 29,021 $21.9M 0.39% -94 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: 311,551 shares; 2024Q4: 293,526 shares; 2025Q1: 279,873 shares; 2025Q2: 285,460 shares; 2025Q3: 319,434 shares; 2025Q4: 337,741 shares 337,741 $21.1M 0.38% +18,307 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: 230,151 shares; 2024Q4: 244,092 shares; 2025Q1: 224,137 shares; 2025Q2: 195,936 shares; 2025Q3: 186,618 shares; 2025Q4: 194,448 shares 194,448 $20.8M 0.37% +7,830 Timeline SPMO 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: 16,296 shares; 2024Q4: 25,749 shares; 2025Q1: 71,203 shares; 2025Q2: 83,168 shares; 2025Q3: 106,328 shares; 2025Q4: 173,674 shares 173,674 $20.7M 0.37% +67,346 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: 212,530 shares; 2024Q4: 221,109 shares; 2025Q1: 193,431 shares; 2025Q2: 203,717 shares; 2025Q3: 215,415 shares; 2025Q4: 223,339 shares 223,339 $20M 0.36% +7,924 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,121 shares; 2024Q4: 400,214 shares; 2025Q1: 398,347 shares; 2025Q2: 409,663 shares; 2025Q3: 399,499 shares; 2025Q4: 410,021 shares 410,021 $19.2M 0.34% +10,522 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: 17,290 shares; 2024Q4: 19,077 shares; 2025Q1: 128,751 shares; 2025Q2: 213,135 shares; 2025Q3: 303,407 shares; 2025Q4: 409,339 shares 409,339 $19.2M 0.34% +105,932 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: 19,719 shares; 2024Q4: 20,896 shares; 2025Q1: 21,712 shares; 2025Q2: 22,003 shares; 2025Q3: 22,928 shares; 2025Q4: 22,202 shares 22,202 $19.1M 0.34% -726 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: 472,501 shares; 2024Q4: 447,544 shares; 2025Q1: 328,480 shares; 2025Q2: 302,236 shares; 2025Q3: 288,668 shares; 2025Q4: 278,467 shares 278,467 $18.4M 0.33% -10,201 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: 56,520 shares; 2024Q4: 62,265 shares; 2025Q1: 60,858 shares; 2025Q2: 57,257 shares; 2025Q3: 59,949 shares; 2025Q4: 59,968 shares 59,968 $18.3M 0.33% +19 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: 217,465 shares; 2024Q4: 228,187 shares; 2025Q1: 227,122 shares; 2025Q2: 247,045 shares; 2025Q3: 256,138 shares; 2025Q4: 271,127 shares 271,127 $18.2M 0.33% +14,989 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: 176,359 shares; 2024Q4: 570,803 shares; 2025Q1: 584,372 shares; 2025Q2: 580,077 shares; 2025Q3: 601,972 shares; 2025Q4: 613,657 shares 613,657 $18.2M 0.33% +11,685 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: 92,464 shares; 2024Q4: 89,056 shares; 2025Q1: 86,113 shares; 2025Q2: 71,574 shares; 2025Q3: 73,580 shares; 2025Q4: 87,721 shares 87,721 $18.2M 0.32% +14,141 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: 123,379 shares; 2024Q4: 111,022 shares; 2025Q1: 110,311 shares; 2025Q2: 109,505 shares; 2025Q3: 99,469 shares; 2025Q4: 113,028 shares 113,028 $17.5M 0.31% +13,559 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,693 shares; 2024Q4: 166,123 shares; 2025Q1: 166,940 shares; 2025Q2: 169,616 shares; 2025Q3: 177,687 shares; 2025Q4: 179,585 shares 179,585 $16.9M 0.3% +1,898 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: 139,055 shares; 2024Q4: 135,734 shares; 2025Q1: 129,963 shares; 2025Q2: 115,805 shares; 2025Q3: 128,067 shares; 2025Q4: 138,546 shares 138,546 $16.7M 0.3% +10,479 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: 138,027 shares; 2024Q4: 139,464 shares; 2025Q1: 138,633 shares; 2025Q2: 137,519 shares; 2025Q3: 174,556 shares; 2025Q4: 149,110 shares 149,110 $16.6M 0.3% -25,446 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: 153,166 shares; 2024Q4: 155,967 shares; 2025Q1: 235,753 shares; 2025Q2: 300,542 shares; 2025Q3: 329,176 shares; 2025Q4: 327,547 shares 327,547 $16.2M 0.29% -1,629 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: 11,269 shares; 2024Q4: 11,943 shares; 2025Q1: 12,266 shares; 2025Q2: 15,266 shares; 2025Q3: 16,247 shares; 2025Q4: 167,662 shares 167,662 $15.7M 0.28% +151,415 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: 30,001 shares; 2024Q4: 29,902 shares; 2025Q1: 29,399 shares; 2025Q2: 27,728 shares; 2025Q3: 27,435 shares; 2025Q4: 27,049 shares 27,049 $15.7M 0.28% -386 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: 158,172 shares; 2024Q4: 157,042 shares; 2025Q1: 157,450 shares; 2025Q2: 153,893 shares; 2025Q3: 153,218 shares; 2025Q4: 153,192 shares 153,192 $15.3M 0.27% -26 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: 813,179 shares; 2024Q4: 856,778 shares; 2025Q1: 629,415 shares; 2025Q2: 625,657 shares; 2025Q3: 640,409 shares; 2025Q4: 660,168 shares 660,168 $15.2M 0.27% +19,759 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,062 shares; 2024Q4: 370,907 shares; 2025Q1: 388,184 shares; 2025Q2: 423,964 shares; 2025Q3: 440,885 shares; 2025Q4: 457,656 shares 457,656 $15.1M 0.27% +16,771 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: 20,876 shares; 2025Q2: 224,115 shares; 2025Q3: 312,160 shares; 2025Q4: 370,715 shares 370,715 $14.3M 0.26% +58,555 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: 54,249 shares; 2024Q4: 58,985 shares; 2025Q1: 59,549 shares; 2025Q2: 68,728 shares; 2025Q3: 72,890 shares; 2025Q4: 74,550 shares 74,550 $14.2M 0.25% +1,660 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: 64,955 shares; 2024Q4: 66,288 shares; 2025Q1: 64,602 shares; 2025Q2: 65,364 shares; 2025Q3: 65,522 shares; 2025Q4: 64,678 shares 64,678 $14.2M 0.25% -844 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: not reported; 2024Q4: 64,995 shares; 2025Q1: 66,687 shares; 2025Q2: 57,986 shares; 2025Q3: 56,139 shares; 2025Q4: 56,571 shares 56,571 $13.9M 0.25% +432 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: 154,665 shares; 2024Q4: 147,408 shares; 2025Q1: 137,818 shares; 2025Q2: 140,595 shares; 2025Q3: 144,251 shares; 2025Q4: 144,452 shares 144,452 $13.9M 0.25% +201 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: 193,307 shares; 2024Q4: 197,187 shares; 2025Q1: 146,488 shares; 2025Q2: 134,479 shares; 2025Q3: 146,457 shares; 2025Q4: 147,839 shares 147,839 $13.8M 0.25% +1,382 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: 72,032 shares; 2024Q4: 73,277 shares; 2025Q1: 66,500 shares; 2025Q2: 66,822 shares; 2025Q3: 75,193 shares; 2025Q4: 75,092 shares 75,092 $13.8M 0.25% -101 Timeline SPTL 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: 184,616 shares; 2024Q4: 200,388 shares; 2025Q1: 367,137 shares; 2025Q2: 466,948 shares; 2025Q3: 597,411 shares; 2025Q4: 518,601 shares 518,601 $13.7M 0.25% -78,810 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: 55,181 shares; 2024Q4: 62,293 shares; 2025Q1: 63,909 shares; 2025Q2: 200,339 shares; 2025Q3: 250,207 shares; 2025Q4: 281,529 shares 281,529 $13.6M 0.24% +31,322 Timeline VMBS 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: 87,012 shares; 2024Q4: 80,826 shares; 2025Q1: 227,969 shares; 2025Q2: 244,027 shares; 2025Q3: 268,947 shares; 2025Q4: 284,415 shares 284,415 $13.4M 0.24% +15,468 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: 34,937 shares; 2024Q4: 94,876 shares; 2025Q1: 105,436 shares; 2025Q2: 106,120 shares; 2025Q3: 124,412 shares; 2025Q4: 134,905 shares 134,905 $13M 0.23% +10,493 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: 169,311 shares; 2024Q4: 114,355 shares; 2025Q1: 112,943 shares; 2025Q2: 123,322 shares; 2025Q3: 72,893 shares; 2025Q4: 72,855 shares 72,855 $12.9M 0.23% -38 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: 142,009 shares; 2024Q4: 171,827 shares; 2025Q1: 166,562 shares; 2025Q2: 164,818 shares; 2025Q3: 168,554 shares; 2025Q4: 170,605 shares 170,605 $12.9M 0.23% +2,051 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: 107,444 shares; 2024Q4: 135,804 shares; 2025Q1: 144,597 shares; 2025Q2: 171,093 shares; 2025Q3: 177,250 shares; 2025Q4: 173,084 shares 173,084 $12.8M 0.23% -4,166 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: 101,038 shares; 2024Q4: 104,980 shares; 2025Q1: 104,359 shares; 2025Q2: 105,043 shares; 2025Q3: 103,496 shares; 2025Q4: 102,847 shares 102,847 $12.7M 0.23% -649 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: 42,010 shares; 2024Q4: 42,308 shares; 2025Q1: 42,377 shares; 2025Q2: 46,235 shares; 2025Q3: 47,678 shares; 2025Q4: 46,287 shares 46,287 $12.6M 0.23% -1,391 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 196,496 shares; 2025Q4: 238,044 shares 238,044 $12.6M 0.23% +41,548 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: 47,414 shares; 2024Q4: 47,537 shares; 2025Q1: 47,723 shares; 2025Q2: 45,054 shares; 2025Q3: 48,160 shares; 2025Q4: 47,294 shares 47,294 $12.5M 0.22% -866 Timeline SUSB 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: 272,786 shares; 2024Q4: 305,936 shares; 2025Q1: 383,453 shares; 2025Q2: 392,712 shares; 2025Q3: 465,190 shares; 2025Q4: 480,921 shares 480,921 $12.1M 0.22% +15,731 Timeline PPA 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: 77,720 shares; 2024Q4: 77,510 shares; 2025Q1: 76,968 shares; 2025Q2: 76,268 shares; 2025Q3: 75,061 shares; 2025Q4: 75,167 shares 75,167 $11.8M 0.21% +106 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: 153,965 shares; 2024Q4: 157,602 shares; 2025Q1: 154,164 shares; 2025Q2: 149,887 shares; 2025Q3: 161,222 shares; 2025Q4: 152,381 shares 152,381 $11.7M 0.21% -8,841 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: 37,162 shares; 2024Q4: 35,410 shares; 2025Q1: 35,612 shares; 2025Q2: 37,112 shares; 2025Q3: 40,110 shares; 2025Q4: 39,469 shares 39,469 $11.4M 0.2% -641 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: 151,344 shares; 2024Q4: 175,631 shares; 2025Q1: 112,861 shares; 2025Q2: 116,094 shares; 2025Q3: 117,031 shares; 2025Q4: 120,082 shares 120,082 $11.4M 0.2% +3,051 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: 46,895 shares; 2024Q4: 44,066 shares; 2025Q1: 54,711 shares; 2025Q2: 58,024 shares; 2025Q3: 56,764 shares; 2025Q4: 53,233 shares 53,233 $11.4M 0.2% -3,531 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: 37,993 shares; 2024Q4: 101,335 shares; 2025Q1: 156,885 shares; 2025Q2: 175,032 shares; 2025Q3: 223,018 shares; 2025Q4: 243,326 shares 243,326 $11.3M 0.2% +20,308 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: 79,096 shares; 2024Q4: 85,687 shares; 2025Q1: 74,978 shares; 2025Q2: 61,573 shares; 2025Q3: 73,448 shares; 2025Q4: 72,961 shares 72,961 $11.1M 0.2% -487 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: 251,896 shares; 2024Q4: 260,988 shares; 2025Q1: 253,140 shares; 2025Q2: 216,145 shares; 2025Q3: 224,072 shares; 2025Q4: 220,276 shares 220,276 $11.1M 0.2% -3,796 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: 192,452 shares; 2024Q4: 258,918 shares; 2025Q1: 255,429 shares; 2025Q2: 261,323 shares; 2025Q3: 196,207 shares; 2025Q4: 200,907 shares 200,907 $11M 0.2% +4,700 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: 112,846 shares; 2024Q4: 123,645 shares; 2025Q1: 141,720 shares; 2025Q2: 157,655 shares; 2025Q3: 185,759 shares; 2025Q4: 208,013 shares 208,013 $11M 0.2% +22,254 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: 16,646 shares; 2024Q4: 16,552 shares; 2025Q1: 16,463 shares; 2025Q2: 19,037 shares; 2025Q3: 20,332 shares; 2025Q4: 22,734 shares 22,734 $10.8M 0.19% +2,402 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: 39,488 shares; 2024Q4: 42,521 shares; 2025Q1: 43,577 shares; 2025Q2: 44,191 shares; 2025Q3: 43,759 shares; 2025Q4: 41,687 shares 41,687 $10.8M 0.19% -2,072 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,131 shares; 2025Q2: 87,446 shares; 2025Q3: 179,206 shares; 2025Q4: 247,858 shares 247,858 $10.6M 0.19% +68,652 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: 158,885 shares 158,885 $10.4M 0.19% new 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: 37,461 shares; 2024Q4: 34,996 shares; 2025Q1: 35,135 shares; 2025Q2: 24,627 shares; 2025Q3: 14,336 shares; 2025Q4: 15,072 shares 15,072 $10.2M 0.18% +736 Timeline HYMB 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: 135,116 shares; 2024Q4: 110,502 shares; 2025Q1: 108,840 shares; 2025Q2: 371,434 shares; 2025Q3: 422,675 shares; 2025Q4: 405,095 shares 405,095 $10.1M 0.18% -17,580 Timeline JQUA 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: 222,538 shares; 2024Q4: 203,149 shares; 2025Q1: 171,073 shares; 2025Q2: 168,986 shares; 2025Q3: 160,793 shares; 2025Q4: 154,824 shares 154,824 $9.78M 0.18% -5,969 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: 86,675 shares; 2024Q4: 81,922 shares; 2025Q1: 82,959 shares; 2025Q2: 81,997 shares; 2025Q3: 86,935 shares; 2025Q4: 85,795 shares 85,795 $9.76M 0.17% -1,140 Timeline TLT 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: 106,142 shares; 2024Q4: 126,529 shares; 2025Q1: 113,921 shares; 2025Q2: 103,910 shares; 2025Q3: 97,431 shares; 2025Q4: 111,619 shares 111,619 $9.73M 0.17% +14,188 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: 119,686 shares; 2024Q4: 119,628 shares; 2025Q1: 125,695 shares; 2025Q2: 130,164 shares; 2025Q3: 138,255 shares; 2025Q4: 139,140 shares 139,140 $9.73M 0.17% +885 Timeline JCPB 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: 183,135 shares; 2024Q4: 270,018 shares; 2025Q1: 180,081 shares; 2025Q2: 178,819 shares; 2025Q3: 195,636 shares; 2025Q4: 204,407 shares 204,407 $9.68M 0.17% +8,771 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: 61,507 shares; 2024Q4: 67,553 shares; 2025Q1: 75,453 shares; 2025Q2: 72,278 shares; 2025Q3: 60,607 shares; 2025Q4: 50,470 shares 50,470 $9.67M 0.17% -10,137 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: 62,047 shares; 2024Q4: 68,098 shares; 2025Q1: 67,032 shares; 2025Q2: 67,749 shares; 2025Q3: 74,400 shares; 2025Q4: 66,983 shares 66,983 $9.6M 0.17% -7,417 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: 101,510 shares; 2024Q4: 104,954 shares; 2025Q1: 104,569 shares; 2025Q2: 114,952 shares; 2025Q3: 114,165 shares; 2025Q4: 114,353 shares 114,353 $9.41M 0.17% +188 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: 63,224 shares; 2024Q4: 61,477 shares; 2025Q1: 60,535 shares; 2025Q2: 62,484 shares; 2025Q3: 61,869 shares; 2025Q4: 60,583 shares 60,583 $9.34M 0.17% -1,286 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: 59,373 shares; 2024Q4: 78,537 shares; 2025Q1: 68,510 shares; 2025Q2: 59,395 shares; 2025Q3: 75,566 shares; 2025Q4: 80,006 shares 80,006 $9.34M 0.17% +4,440 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: 51,436 shares; 2024Q4: 66,729 shares; 2025Q1: 68,169 shares; 2025Q2: 69,959 shares; 2025Q3: 129,907 shares; 2025Q4: 115,757 shares 115,757 $9.29M 0.17% -14,150 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: 15,915 shares; 2024Q4: 20,707 shares; 2025Q1: 15,544 shares; 2025Q2: 15,695 shares; 2025Q3: 17,850 shares; 2025Q4: 19,040 shares 19,040 $9.21M 0.16% +1,190 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: 57,566 shares; 2024Q4: 71,759 shares; 2025Q1: 71,048 shares; 2025Q2: 71,193 shares; 2025Q3: 73,692 shares; 2025Q4: 73,448 shares 73,448 $9.2M 0.16% -244 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: 21,236 shares; 2024Q4: 26,502 shares; 2025Q1: 29,224 shares; 2025Q2: 36,454 shares; 2025Q3: 39,716 shares; 2025Q4: 32,067 shares 32,067 $9.15M 0.16% -7,649 Timeline AVES 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: 136,016 shares; 2024Q4: 139,895 shares; 2025Q1: 127,888 shares; 2025Q2: 139,653 shares; 2025Q3: 151,015 shares; 2025Q4: 153,651 shares 153,651 $8.96M 0.16% +2,636 Timeline PRF 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: 187,259 shares; 2024Q4: 184,355 shares; 2025Q1: 182,789 shares; 2025Q2: 182,767 shares; 2025Q3: 193,697 shares; 2025Q4: 190,629 shares 190,629 $8.94M 0.16% -3,068 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: 120,424 shares; 2024Q4: 137,820 shares; 2025Q1: 150,654 shares; 2025Q2: 143,136 shares; 2025Q3: 144,538 shares; 2025Q4: 175,538 shares 175,538 $8.88M 0.16% +31,000 Timeline MOAT 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: 70,465 shares; 2024Q4: 80,499 shares; 2025Q1: 87,993 shares; 2025Q2: 79,076 shares; 2025Q3: 82,078 shares; 2025Q4: 84,598 shares 84,598 $8.76M 0.16% +2,520 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,878 shares; 2024Q4: 82,291 shares; 2025Q1: 84,081 shares; 2025Q2: 81,585 shares; 2025Q3: 79,537 shares; 2025Q4: 78,165 shares 78,165 $8.74M 0.16% -1,372 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: 18,159 shares; 2024Q4: 18,674 shares; 2025Q1: 17,539 shares; 2025Q2: 17,108 shares; 2025Q3: 17,464 shares; 2025Q4: 18,482 shares 18,482 $8.6M 0.15% +1,018 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: 107,255 shares; 2024Q4: 110,370 shares; 2025Q1: 116,792 shares; 2025Q2: 120,364 shares; 2025Q3: 118,479 shares; 2025Q4: 115,723 shares 115,723 $8.51M 0.15% -2,756 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: 8,887 shares; 2024Q4: 12,103 shares; 2025Q1: 9,828 shares; 2025Q2: 9,244 shares; 2025Q3: 9,094 shares; 2025Q4: 9,498 shares 9,498 $8.35M 0.15% +404 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: 80,697 shares; 2024Q4: 75,726 shares; 2025Q1: 68,071 shares; 2025Q2: 61,408 shares; 2025Q3: 75,489 shares; 2025Q4: 79,128 shares 79,128 $8.33M 0.15% +3,639 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: 61,038 shares; 2024Q4: 60,061 shares; 2025Q1: 49,494 shares; 2025Q2: 50,698 shares; 2025Q3: 50,455 shares; 2025Q4: 49,554 shares 49,554 $8.32M 0.15% -901 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: 97,587 shares; 2024Q4: 96,314 shares; 2025Q1: 90,428 shares; 2025Q2: 88,257 shares; 2025Q3: 83,755 shares; 2025Q4: 148,373 shares 148,373 $8.12M 0.15% +64,618 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: 81,726 shares; 2024Q4: 96,189 shares; 2025Q1: 97,309 shares; 2025Q2: 95,259 shares; 2025Q3: 96,325 shares; 2025Q4: 97,022 shares 97,022 $8M 0.14% +697 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: 115,890 shares; 2024Q4: 208,411 shares; 2025Q1: 257,368 shares; 2025Q2: 283,754 shares; 2025Q3: 282,860 shares; 2025Q4: 309,362 shares 309,362 $7.97M 0.14% +26,502 Timeline JMUB 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: 26,245 shares; 2025Q1: 42,840 shares; 2025Q2: 103,610 shares; 2025Q3: 153,407 shares; 2025Q4: 156,236 shares 156,236 $7.89M 0.14% +2,829 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: 127,593 shares; 2024Q4: 151,015 shares; 2025Q1: 154,691 shares; 2025Q2: 156,204 shares; 2025Q3: 165,693 shares; 2025Q4: 172,730 shares 172,730 $7.86M 0.14% +7,037 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: 78,296 shares; 2024Q4: 70,842 shares; 2025Q1: 68,120 shares; 2025Q2: 64,064 shares; 2025Q3: 66,580 shares; 2025Q4: 70,067 shares 70,067 $7.72M 0.14% +3,487 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,811 shares; 2025Q1: 41,866 shares; 2025Q2: 42,589 shares; 2025Q3: 45,021 shares; 2025Q4: 44,366 shares 44,366 $7.59M 0.14% -655 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: 27,477 shares; 2024Q4: 46,862 shares; 2025Q1: 30,728 shares; 2025Q2: 31,401 shares; 2025Q3: 33,270 shares; 2025Q4: 42,610 shares 42,610 $7.56M 0.14% +9,340 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: 20,747 shares; 2024Q4: 21,960 shares; 2025Q1: 22,051 shares; 2025Q2: 21,715 shares; 2025Q3: 22,253 shares; 2025Q4: 25,212 shares 25,212 $7.47M 0.13% +2,959 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: 39,085 shares; 2024Q4: 36,391 shares; 2025Q1: 37,716 shares; 2025Q2: 37,536 shares; 2025Q3: 49,635 shares; 2025Q4: 51,776 shares 51,776 $7.43M 0.13% +2,141 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,628 shares; 2024Q4: 42,045 shares; 2025Q1: 42,089 shares; 2025Q2: 43,938 shares; 2025Q3: 82,664 shares; 2025Q4: 86,843 shares 86,843 $7.39M 0.13% +4,179 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 12,540 shares; 2025Q4: 16,600 shares 16,600 $7.37M 0.13% +4,060 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: 26,844 shares; 2024Q4: 27,379 shares; 2025Q1: 27,346 shares; 2025Q2: 25,964 shares; 2025Q3: 25,352 shares; 2025Q4: 51,066 shares 51,066 $7.35M 0.13% +25,714 Timeline JFLX 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: not reported; 2025Q3: 140,587 shares; 2025Q4: 145,986 shares 145,986 $7.33M 0.13% +5,399 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: 54,180 shares; 2024Q4: 55,107 shares; 2025Q1: 46,215 shares; 2025Q2: 43,072 shares; 2025Q3: 42,181 shares; 2025Q4: 42,736 shares 42,736 $7.31M 0.13% +555 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,389 shares; 2024Q4: 27,398 shares; 2025Q1: 27,442 shares; 2025Q2: 27,459 shares; 2025Q3: 27,470 shares; 2025Q4: 27,640 shares 27,640 $7.23M 0.13% +170 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: 126,354 shares; 2024Q4: 128,182 shares; 2025Q1: 132,696 shares; 2025Q2: 136,975 shares; 2025Q3: 145,300 shares; 2025Q4: 134,531 shares 134,531 $7.23M 0.13% -10,769 Timeline TFLO 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: 165,220 shares; 2024Q4: 164,055 shares; 2025Q1: 144,798 shares; 2025Q2: 140,018 shares; 2025Q3: 141,006 shares; 2025Q4: 142,847 shares 142,847 $7.21M 0.13% +1,841 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: not reported; 2024Q4: 80,990 shares; 2025Q1: 81,058 shares; 2025Q2: 82,913 shares; 2025Q3: 94,708 shares; 2025Q4: 86,574 shares 86,574 $7.07M 0.13% -8,134 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: 58,028 shares; 2024Q4: 47,719 shares; 2025Q1: 46,830 shares; 2025Q2: 59,210 shares; 2025Q3: 66,926 shares; 2025Q4: 68,774 shares 68,774 $7.04M 0.13% +1,848 Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,270 shares; 2025Q3: 72,855 shares; 2025Q4: 107,980 shares 107,980 $7M 0.13% +35,125 Timeline DSI 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: 52,756 shares; 2024Q4: 64,807 shares; 2025Q1: 59,867 shares; 2025Q2: 48,115 shares; 2025Q3: 51,029 shares; 2025Q4: 53,810 shares 53,810 $6.93M 0.12% +2,781 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: 91,850 shares; 2024Q4: 109,819 shares; 2025Q1: 120,625 shares; 2025Q2: 127,480 shares; 2025Q3: 131,243 shares; 2025Q4: 138,263 shares 138,263 $6.9M 0.12% +7,020 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: 159,616 shares; 2024Q4: 166,360 shares; 2025Q1: 160,858 shares; 2025Q2: 161,517 shares; 2025Q3: 165,106 shares; 2025Q4: 167,308 shares 167,308 $6.81M 0.12% +2,202 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: 169,510 shares; 2024Q4: 205,422 shares; 2025Q1: 170,221 shares; 2025Q2: 94,574 shares; 2025Q3: 99,320 shares; 2025Q4: 91,069 shares 91,069 $6.62M 0.12% -8,251 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: 49,953 shares; 2024Q4: 49,283 shares; 2025Q1: 49,040 shares; 2025Q2: 49,597 shares; 2025Q3: 48,608 shares; 2025Q4: 46,762 shares 46,762 $6.6M 0.12% -1,846 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: 157,390 shares; 2024Q4: 130,661 shares; 2025Q1: 114,816 shares; 2025Q2: 94,498 shares; 2025Q3: 92,357 shares; 2025Q4: 78,896 shares 78,896 $6.53M 0.12% -13,461 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: 56,226 shares; 2024Q4: 63,803 shares; 2025Q1: 70,869 shares; 2025Q2: 70,442 shares; 2025Q3: 78,053 shares; 2025Q4: 81,406 shares 81,406 $6.49M 0.12% +3,353 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,760 shares; 2024Q4: 67,302 shares; 2025Q1: 72,256 shares; 2025Q2: 61,393 shares; 2025Q3: 65,848 shares; 2025Q4: 63,557 shares 63,557 $6.48M 0.12% -2,291 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: 28,034 shares; 2024Q4: 28,583 shares; 2025Q1: 29,563 shares; 2025Q2: 28,202 shares; 2025Q3: 34,473 shares; 2025Q4: 33,102 shares 33,102 $6.45M 0.12% -1,371 Timeline JGRO 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: 30,842 shares; 2024Q4: 34,778 shares; 2025Q1: 50,004 shares; 2025Q2: 54,675 shares; 2025Q3: 67,298 shares; 2025Q4: 69,108 shares 69,108 $6.41M 0.11% +1,810 Timeline IWY 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: 13,369 shares; 2024Q4: 18,944 shares; 2025Q1: 21,564 shares; 2025Q2: 21,869 shares; 2025Q3: 23,504 shares; 2025Q4: 23,107 shares 23,107 $6.4M 0.11% -397 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: 22,659 shares; 2024Q4: 20,540 shares; 2025Q1: 15,719 shares; 2025Q2: 16,635 shares; 2025Q3: 10,621 shares; 2025Q4: 11,017 shares 11,017 $6.31M 0.11% +396 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: 19,768 shares; 2024Q4: 20,253 shares; 2025Q1: 20,790 shares; 2025Q2: 21,993 shares; 2025Q3: 21,786 shares; 2025Q4: 21,375 shares 21,375 $6.2M 0.11% -411 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,566 shares; 2024Q4: 45,996 shares; 2025Q1: 51,092 shares; 2025Q2: 56,871 shares; 2025Q3: 65,372 shares; 2025Q4: 61,734 shares 61,734 $6.17M 0.11% -3,638 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: 25,297 shares; 2024Q4: 31,378 shares; 2025Q1: 33,589 shares; 2025Q2: 38,841 shares; 2025Q3: 70,142 shares; 2025Q4: 123,898 shares 123,898 $6.15M 0.11% +53,756 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,561 shares; 2024Q4: 7,165 shares; 2025Q1: 7,148 shares; 2025Q2: 5,716 shares; 2025Q3: 6,701 shares; 2025Q4: 7,836 shares 7,836 $6.05M 0.11% +1,135 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: 23,151 shares; 2024Q4: 24,619 shares; 2025Q1: 24,579 shares; 2025Q2: 24,806 shares; 2025Q3: 24,449 shares; 2025Q4: 23,395 shares 23,395 $6.01M 0.11% -1,054 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: 62,252 shares; 2024Q4: 64,708 shares; 2025Q1: 63,692 shares; 2025Q2: 69,111 shares; 2025Q3: 68,285 shares; 2025Q4: 63,617 shares 63,617 $5.99M 0.11% -4,668 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: 49,782 shares; 2025Q3: 61,627 shares; 2025Q4: 79,263 shares 79,263 $5.98M 0.11% +17,636 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: 41,381 shares; 2024Q4: 43,255 shares; 2025Q1: 39,419 shares; 2025Q2: 36,185 shares; 2025Q3: 37,925 shares; 2025Q4: 39,405 shares 39,405 $5.87M 0.11% +1,480 Timeline SUSC 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: 169,996 shares; 2024Q4: 176,203 shares; 2025Q1: 199,668 shares; 2025Q2: 214,019 shares; 2025Q3: 228,479 shares; 2025Q4: 250,916 shares 250,916 $5.87M 0.11% +22,437 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,133 shares; 2024Q4: 22,465 shares; 2025Q1: 22,362 shares; 2025Q2: 22,372 shares; 2025Q3: 24,482 shares; 2025Q4: 24,351 shares 24,351 $5.87M 0.11% -131 Timeline JAVA 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: 39,067 shares; 2024Q4: 51,182 shares; 2025Q1: 53,328 shares; 2025Q2: 60,011 shares; 2025Q3: 77,872 shares; 2025Q4: 81,198 shares 81,198 $5.82M 0.1% +3,326 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: 13,792 shares; 2024Q4: 15,014 shares; 2025Q1: 14,658 shares; 2025Q2: 15,135 shares; 2025Q3: 18,044 shares; 2025Q4: 18,886 shares 18,886 $5.82M 0.1% +842 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: 76,800 shares; 2024Q4: 79,558 shares; 2025Q1: 65,324 shares; 2025Q2: 66,943 shares; 2025Q3: 68,713 shares; 2025Q4: 69,387 shares 69,387 $5.81M 0.1% +674 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: 37,135 shares; 2025Q1: 35,735 shares; 2025Q2: 34,171 shares; 2025Q3: 33,076 shares; 2025Q4: 44,191 shares 44,191 $5.79M 0.1% +11,115 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: 5,454 shares; 2024Q4: 5,804 shares; 2025Q1: 9,053 shares; 2025Q2: 9,419 shares; 2025Q3: 10,209 shares; 2025Q4: 10,222 shares 10,222 $5.79M 0.1% +13 Timeline JSCP 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: 42,435 shares; 2024Q4: 88,708 shares; 2025Q1: 109,645 shares; 2025Q2: 119,131 shares; 2025Q3: 114,120 shares; 2025Q4: 120,232 shares 120,232 $5.72M 0.1% +6,112 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: 131,607 shares; 2024Q4: 136,234 shares; 2025Q1: 132,839 shares; 2025Q2: 125,549 shares; 2025Q3: 127,210 shares; 2025Q4: 122,868 shares 122,868 $5.64M 0.1% -4,342 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: 1,735 shares; 2024Q4: 5,287 shares; 2025Q1: 5,221 shares; 2025Q2: 4,900 shares; 2025Q3: 4,905 shares; 2025Q4: 4,628 shares 4,628 $5.62M 0.1% -277 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: 4,261 shares; 2024Q4: 4,830 shares; 2025Q1: 5,248 shares; 2025Q2: 5,880 shares; 2025Q3: 6,683 shares; 2025Q4: 36,595 shares 36,595 $5.61M 0.1% +29,912 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: 21,547 shares; 2024Q4: 23,166 shares; 2025Q1: 25,189 shares; 2025Q2: 27,471 shares; 2025Q3: 54,531 shares; 2025Q4: 33,983 shares 33,983 $5.51M 0.1% -20,548 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: 6,865 shares; 2024Q4: 8,116 shares; 2025Q1: 8,697 shares; 2025Q2: 8,643 shares; 2025Q3: 8,876 shares; 2025Q4: 11,604 shares 11,604 $5.44M 0.1% +2,728 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: 7,511 shares; 2024Q4: 15,918 shares; 2025Q1: 16,021 shares; 2025Q2: 20,519 shares; 2025Q3: 29,517 shares; 2025Q4: 29,134 shares 29,134 $5.37M 0.1% -383 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: 29,316 shares; 2024Q4: 30,842 shares; 2025Q1: 31,151 shares; 2025Q2: 26,867 shares; 2025Q3: 31,989 shares; 2025Q4: 33,498 shares 33,498 $5.36M 0.1% +1,509 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: 14,653 shares; 2024Q4: 14,946 shares; 2025Q1: 15,172 shares; 2025Q2: 17,455 shares; 2025Q3: 38,372 shares; 2025Q4: 32,987 shares 32,987 $5.34M 0.1% -5,385 Timeline IEF 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: 91,711 shares; 2024Q4: 64,722 shares; 2025Q1: 60,093 shares; 2025Q2: 52,638 shares; 2025Q3: 48,511 shares; 2025Q4: 55,498 shares 55,498 $5.34M 0.1% +6,987 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: 15,405 shares; 2024Q4: 17,681 shares; 2025Q1: 17,919 shares; 2025Q2: 17,696 shares; 2025Q3: 18,624 shares; 2025Q4: 19,077 shares 19,077 $5.33M 0.1% +453 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: 113,619 shares; 2024Q4: 103,286 shares; 2025Q1: 92,046 shares; 2025Q2: 71,619 shares; 2025Q3: 64,151 shares; 2025Q4: 90,282 shares 90,282 $5.3M 0.09% +26,131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,535 shares; 2025Q4: 138,692 shares 138,692 $5.28M 0.09% +92,157 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: 19,552 shares; 2024Q4: 19,964 shares; 2025Q1: 19,465 shares; 2025Q2: 20,054 shares; 2025Q3: 22,492 shares; 2025Q4: 23,995 shares 23,995 $5.27M 0.09% +1,503 Timeline IUSV 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: 49,421 shares; 2024Q4: 49,857 shares; 2025Q1: 49,312 shares; 2025Q2: 50,607 shares; 2025Q3: 51,316 shares; 2025Q4: 51,119 shares 51,119 $5.24M 0.09% -197 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: 68,886 shares; 2024Q4: 68,450 shares; 2025Q1: 58,597 shares; 2025Q2: 80,658 shares; 2025Q3: 82,112 shares; 2025Q4: 91,377 shares 91,377 $5.23M 0.09% +9,265 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,637 shares; 2024Q4: 80,415 shares; 2025Q1: 81,272 shares; 2025Q2: 81,984 shares; 2025Q3: 83,328 shares; 2025Q4: 82,554 shares 82,554 $5.2M 0.09% -774 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: 23,075 shares; 2024Q4: 26,741 shares; 2025Q1: 27,318 shares; 2025Q2: 27,022 shares; 2025Q3: 28,494 shares; 2025Q4: 29,232 shares 29,232 $5.18M 0.09% +738 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,158 shares; 2025Q3: 69,878 shares; 2025Q4: 70,763 shares 70,763 $5.18M 0.09% +885 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: 48,968 shares; 2024Q4: 52,091 shares; 2025Q1: 58,418 shares; 2025Q2: 64,687 shares; 2025Q3: 64,647 shares; 2025Q4: 64,296 shares 64,296 $5.16M 0.09% -351 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: 51,064 shares; 2024Q4: 51,518 shares; 2025Q1: 56,731 shares; 2025Q2: 61,935 shares; 2025Q3: 68,718 shares; 2025Q4: 76,119 shares 76,119 $5.13M 0.09% +7,401 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,976 shares; 2024Q4: 44,993 shares; 2025Q1: 44,560 shares; 2025Q2: 46,191 shares; 2025Q3: 52,073 shares; 2025Q4: 53,317 shares 53,317 $5.08M 0.09% +1,244 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165,158 shares; 2025Q2: 179,898 shares; 2025Q3: 183,474 shares; 2025Q4: 195,744 shares 195,744 $5.04M 0.09% +12,270 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,705 shares; 2024Q4: 66,729 shares; 2025Q1: 67,444 shares; 2025Q2: 67,311 shares; 2025Q3: 69,993 shares; 2025Q4: 72,373 shares 72,373 $5.03M 0.09% +2,380 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: 118,146 shares; 2024Q4: 137,806 shares; 2025Q1: 140,186 shares; 2025Q2: 141,572 shares; 2025Q3: 148,778 shares; 2025Q4: 153,314 shares 153,314 $5.02M 0.09% +4,536 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: 12,909 shares; 2024Q4: 16,145 shares; 2025Q1: 15,355 shares; 2025Q2: 15,629 shares; 2025Q3: 16,337 shares; 2025Q4: 15,277 shares 15,277 $5M 0.09% -1,060 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,996 shares; 2024Q4: 134,868 shares; 2025Q1: 172,617 shares; 2025Q2: 152,872 shares; 2025Q3: 146,352 shares; 2025Q4: 121,126 shares 121,126 $5M 0.09% -25,226 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: 4,631 shares; 2024Q4: 4,793 shares; 2025Q1: 5,242 shares; 2025Q2: 5,558 shares; 2025Q3: 6,147 shares; 2025Q4: 7,507 shares 7,507 $4.97M 0.09% +1,360 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: 44,787 shares; 2024Q4: 81,334 shares; 2025Q1: 91,841 shares; 2025Q2: 80,342 shares; 2025Q3: 92,702 shares; 2025Q4: 90,491 shares 90,491 $4.96M 0.09% -2,211 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: 18,361 shares; 2024Q4: 25,689 shares; 2025Q1: 24,967 shares; 2025Q2: 30,996 shares; 2025Q3: 41,613 shares; 2025Q4: 45,682 shares 45,682 $4.87M 0.09% +4,069 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: 22,675 shares; 2024Q4: 23,960 shares; 2025Q1: 23,976 shares; 2025Q2: 23,383 shares; 2025Q3: 22,983 shares; 2025Q4: 22,812 shares 22,812 $4.83M 0.09% -171 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,137 shares; 2024Q4: 14,806 shares; 2025Q1: 52,672 shares; 2025Q2: 52,294 shares; 2025Q3: 52,690 shares; 2025Q4: 52,109 shares 52,109 $4.81M 0.09% -581 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: 23,192 shares; 2024Q4: 30,926 shares; 2025Q1: 30,671 shares; 2025Q2: 20,228 shares; 2025Q3: 19,782 shares; 2025Q4: 18,635 shares 18,635 $4.79M 0.09% -1,147 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: 11,189 shares; 2024Q4: 15,000 shares; 2025Q1: 15,939 shares; 2025Q2: 15,128 shares; 2025Q3: 16,167 shares; 2025Q4: 15,774 shares 15,774 $4.77M 0.09% -393 Timeline QLTI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,448 shares; 2025Q3: 143,451 shares; 2025Q4: 178,446 shares 178,446 $4.75M 0.08% +34,995 Timeline DFSI 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: 77,371 shares; 2024Q4: 77,578 shares; 2025Q1: 88,587 shares; 2025Q2: 90,282 shares; 2025Q3: 103,407 shares; 2025Q4: 110,015 shares 110,015 $4.71M 0.08% +6,608 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: 3,596 shares; 2024Q4: 4,670 shares; 2025Q1: 4,155 shares; 2025Q2: 4,552 shares; 2025Q3: 6,395 shares; 2025Q4: 7,207 shares 7,207 $4.71M 0.08% +812 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: 14,569 shares; 2024Q4: 12,113 shares; 2025Q1: 27,600 shares; 2025Q2: 27,607 shares; 2025Q3: 28,681 shares; 2025Q4: 23,889 shares 23,889 $4.71M 0.08% -4,792 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: 38,041 shares; 2024Q4: 37,566 shares; 2025Q1: 38,560 shares; 2025Q2: 36,251 shares; 2025Q3: 38,085 shares; 2025Q4: 38,064 shares 38,064 $4.67M 0.08% -21 Timeline SPIB 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: 126,789 shares; 2024Q4: 129,658 shares; 2025Q1: 132,498 shares; 2025Q2: 132,543 shares; 2025Q3: 137,308 shares; 2025Q4: 138,039 shares 138,039 $4.67M 0.08% +731 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: 59,844 shares; 2024Q4: 186,613 shares; 2025Q1: 190,102 shares; 2025Q2: 180,071 shares; 2025Q3: 182,260 shares; 2025Q4: 169,768 shares 169,768 $4.66M 0.08% -12,492 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972,258 shares; 2024Q4: 971,341 shares; 2025Q1: 971,323 shares; 2025Q2: 971,323 shares; 2025Q3: 971,401 shares; 2025Q4: 971,735 shares 971,735 $4.62M 0.08% +334 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: 7,441 shares; 2024Q4: 7,417 shares; 2025Q1: 8,326 shares; 2025Q2: 8,105 shares; 2025Q3: 7,624 shares; 2025Q4: 7,644 shares 7,644 $4.61M 0.08% +20 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: 118,151 shares; 2024Q4: 111,102 shares; 2025Q1: 104,836 shares; 2025Q2: 88,147 shares; 2025Q3: 63,568 shares; 2025Q4: 58,205 shares 58,205 $4.59M 0.08% -5,363 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,432 shares; 2024Q4: 38,809 shares; 2025Q1: 38,360 shares; 2025Q2: 37,920 shares; 2025Q3: 36,402 shares; 2025Q4: 35,269 shares 35,269 $4.47M 0.08% -1,133 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: 48,419 shares; 2024Q4: 54,502 shares; 2025Q1: 54,112 shares; 2025Q2: 58,202 shares; 2025Q3: 56,974 shares; 2025Q4: 57,733 shares 57,733 $4.45M 0.08% +759 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,292 shares; 2024Q4: 65,613 shares; 2025Q1: 91,992 shares; 2025Q2: 92,538 shares; 2025Q3: 86,753 shares; 2025Q4: 88,882 shares 88,882 $4.41M 0.08% +2,129 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: 14,155 shares; 2024Q4: 14,180 shares; 2025Q1: 14,222 shares; 2025Q2: 15,300 shares; 2025Q3: 15,473 shares; 2025Q4: 15,144 shares 15,144 $4.37M 0.08% -329 Timeline JEMA 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: 22,438 shares; 2024Q4: 54,554 shares; 2025Q1: 91,844 shares; 2025Q2: 94,656 shares; 2025Q3: 95,752 shares; 2025Q4: 88,166 shares 88,166 $4.32M 0.08% -7,586 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: 14,994 shares; 2024Q4: 15,169 shares; 2025Q1: 14,072 shares; 2025Q2: 13,499 shares; 2025Q3: 20,784 shares; 2025Q4: 22,021 shares 22,021 $4.3M 0.08% +1,237 Timeline HELO 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: 20,362 shares; 2024Q4: 46,246 shares; 2025Q1: 65,975 shares; 2025Q2: 67,367 shares; 2025Q3: 65,208 shares; 2025Q4: 64,163 shares 64,163 $4.26M 0.08% -1,045 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: 15,723 shares; 2024Q4: 16,650 shares; 2025Q1: 18,643 shares; 2025Q2: 21,820 shares; 2025Q3: 22,013 shares; 2025Q4: 20,195 shares 20,195 $4.25M 0.08% -1,818 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: 46,366 shares; 2024Q4: 47,603 shares; 2025Q1: 46,197 shares; 2025Q2: 54,096 shares; 2025Q3: 56,036 shares; 2025Q4: 55,289 shares 55,289 $4.17M 0.07% -747 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: 31,299 shares; 2024Q4: 31,981 shares; 2025Q1: 32,004 shares; 2025Q2: 32,368 shares; 2025Q3: 28,667 shares; 2025Q4: 28,913 shares 28,913 $4.14M 0.07% +246 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,960 shares; 2024Q4: 85,534 shares; 2025Q1: 80,292 shares; 2025Q2: 72,412 shares; 2025Q3: 72,972 shares; 2025Q4: 68,340 shares 68,340 $4.11M 0.07% -4,632 Timeline XAR 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: 19,100 shares; 2024Q4: 17,831 shares; 2025Q1: 17,942 shares; 2025Q2: 14,962 shares; 2025Q3: 15,651 shares; 2025Q4: 16,970 shares 16,970 $4.09M 0.07% +1,319 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,357 shares; 2025Q3: 64,358 shares; 2025Q4: 63,487 shares 63,487 $4.09M 0.07% -871 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,958 shares; 2024Q4: 159,568 shares; 2025Q1: 83,128 shares; 2025Q2: 91,391 shares; 2025Q3: 134,836 shares; 2025Q4: 182,840 shares 182,840 $4.09M 0.07% +48,004 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: 53,226 shares; 2024Q4: 160,546 shares; 2025Q1: 163,109 shares; 2025Q2: 163,796 shares; 2025Q3: 165,491 shares; 2025Q4: 173,687 shares 173,687 $4.06M 0.07% +8,196 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: 7,436 shares; 2024Q4: 8,054 shares; 2025Q1: 8,424 shares; 2025Q2: 8,929 shares; 2025Q3: 11,809 shares; 2025Q4: 12,997 shares 12,997 $4.06M 0.07% +1,188 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: 7,470 shares; 2024Q4: 7,475 shares; 2025Q1: 7,400 shares; 2025Q2: 7,754 shares; 2025Q3: 7,808 shares; 2025Q4: 8,246 shares 8,246 $4.04M 0.07% +438 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: 39,468 shares; 2024Q4: 117,840 shares; 2025Q1: 117,236 shares; 2025Q2: 136,828 shares; 2025Q3: 133,972 shares; 2025Q4: 133,679 shares 133,679 $4.02M 0.07% -293 Timeline DGRW 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: 46,755 shares; 2024Q4: 42,128 shares; 2025Q1: 47,345 shares; 2025Q2: 44,270 shares; 2025Q3: 44,433 shares; 2025Q4: 44,915 shares 44,915 $4.02M 0.07% +482 Timeline LCTU 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: 33,539 shares; 2024Q4: 40,567 shares; 2025Q1: 53,085 shares; 2025Q2: 45,178 shares; 2025Q3: 48,453 shares; 2025Q4: 53,875 shares 53,875 $3.99M 0.07% +5,422 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: 48,557 shares; 2024Q4: 60,093 shares; 2025Q1: 62,298 shares; 2025Q2: 53,530 shares; 2025Q3: 59,185 shares; 2025Q4: 72,670 shares 72,670 $3.92M 0.07% +13,485 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,141 shares; 2025Q2: 928 shares; 2025Q3: not reported; 2025Q4: 11,593 shares 11,593 $3.9M 0.07% new 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: 9,941 shares; 2024Q4: 8,970 shares; 2025Q1: 8,401 shares; 2025Q2: 7,645 shares; 2025Q3: 8,466 shares; 2025Q4: 10,801 shares 10,801 $3.89M 0.07% +2,335 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: 30,347 shares; 2024Q4: 23,152 shares; 2025Q1: 23,933 shares; 2025Q2: 28,830 shares; 2025Q3: 38,377 shares; 2025Q4: 38,889 shares 38,889 $3.88M 0.07% +512 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: 2,466 shares; 2024Q4: 2,568 shares; 2025Q1: 3,873 shares; 2025Q2: 11,146 shares; 2025Q3: 15,402 shares; 2025Q4: 15,901 shares 15,901 $3.86M 0.07% +499 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: 107,664 shares; 2024Q4: 122,420 shares; 2025Q1: 124,986 shares; 2025Q2: 132,474 shares; 2025Q3: 161,623 shares; 2025Q4: 153,895 shares 153,895 $3.82M 0.07% -7,728 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: 65,459 shares; 2024Q4: 130,231 shares; 2025Q1: 127,230 shares; 2025Q2: 132,206 shares; 2025Q3: 130,205 shares; 2025Q4: 131,033 shares 131,033 $3.73M 0.07% +828 Timeline SPGP 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: 31,808 shares; 2024Q4: 33,017 shares; 2025Q1: 33,209 shares; 2025Q2: 33,446 shares; 2025Q3: 33,000 shares; 2025Q4: 32,240 shares 32,240 $3.67M 0.07% -760 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: 13,645 shares; 2024Q4: 17,614 shares; 2025Q1: 18,606 shares; 2025Q2: 11,446 shares; 2025Q3: 8,469 shares; 2025Q4: 10,957 shares 10,957 $3.62M 0.06% +2,488 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: 43,845 shares; 2024Q4: 43,242 shares; 2025Q1: 42,153 shares; 2025Q2: 44,075 shares; 2025Q3: 43,264 shares; 2025Q4: 46,349 shares 46,349 $3.61M 0.06% +3,085 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: 127,373 shares; 2024Q4: 112,504 shares; 2025Q1: 118,361 shares; 2025Q2: 122,643 shares; 2025Q3: 150,371 shares; 2025Q4: 143,130 shares 143,130 $3.56M 0.06% -7,241 Timeline EUSB 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: 79,316 shares; 2024Q4: 70,062 shares; 2025Q1: 89,339 shares; 2025Q2: 88,496 shares; 2025Q3: 78,621 shares; 2025Q4: 80,772 shares 80,772 $3.55M 0.06% +2,151 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: 6,111 shares; 2024Q4: 6,754 shares; 2025Q1: 6,511 shares; 2025Q2: 7,108 shares; 2025Q3: 11,726 shares; 2025Q4: 11,008 shares 11,008 $3.51M 0.06% -718 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,378 shares; 2024Q4: 78,785 shares; 2025Q1: 73,479 shares; 2025Q2: 65,283 shares; 2025Q3: 64,574 shares; 2025Q4: 61,639 shares 61,639 $3.5M 0.06% -2,935 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: 241 shares; 2024Q4: 254 shares; 2025Q1: 278 shares; 2025Q2: 270 shares; 2025Q3: 642 shares; 2025Q4: 643 shares 643 $3.44M 0.06% +1 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: 28,156 shares; 2024Q4: 52,771 shares; 2025Q1: 51,290 shares; 2025Q2: 53,682 shares; 2025Q3: 57,316 shares; 2025Q4: 59,456 shares 59,456 $3.43M 0.06% +2,140 Timeline SPHY 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: 130,967 shares; 2024Q4: 193,679 shares; 2025Q1: 206,833 shares; 2025Q2: 163,054 shares; 2025Q3: 163,718 shares; 2025Q4: 144,606 shares 144,606 $3.42M 0.06% -19,112 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: 18,632 shares; 2024Q4: 15,314 shares; 2025Q1: 14,360 shares; 2025Q2: 11,614 shares; 2025Q3: 48,375 shares; 2025Q4: 67,208 shares 67,208 $3.42M 0.06% +18,833 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: 6,993 shares; 2024Q4: 4,920 shares; 2025Q1: 5,903 shares; 2025Q2: 7,417 shares; 2025Q3: 8,474 shares; 2025Q4: 10,982 shares 10,982 $3.34M 0.06% +2,508 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: 26,524 shares; 2024Q4: 27,475 shares; 2025Q1: 30,033 shares; 2025Q2: 24,498 shares; 2025Q3: 24,155 shares; 2025Q4: 23,158 shares 23,158 $3.32M 0.06% -997 Timeline IGM 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: 18,191 shares; 2024Q4: 19,432 shares; 2025Q1: 18,984 shares; 2025Q2: 21,161 shares; 2025Q3: 25,829 shares; 2025Q4: 25,566 shares 25,566 $3.3M 0.06% -263 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: 29,197 shares; 2024Q4: 27,944 shares; 2025Q1: 28,195 shares; 2025Q2: 29,950 shares; 2025Q3: 34,702 shares; 2025Q4: 33,242 shares 33,242 $3.3M 0.06% -1,460 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: 27,964 shares; 2024Q4: 57,026 shares; 2025Q1: 43,096 shares; 2025Q2: 39,584 shares; 2025Q3: 38,611 shares; 2025Q4: 73,239 shares 73,239 $3.27M 0.06% +34,628 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: 26,172 shares; 2024Q4: 27,501 shares; 2025Q1: 22,016 shares; 2025Q2: 23,749 shares; 2025Q3: 23,744 shares; 2025Q4: 23,457 shares 23,457 $3.26M 0.06% -287 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: 2,663 shares; 2024Q4: 3,108 shares; 2025Q1: 3,072 shares; 2025Q2: 5,959 shares; 2025Q3: 11,870 shares; 2025Q4: 13,422 shares 13,422 $3.25M 0.06% +1,552 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: 982 shares; 2024Q4: 6,546 shares; 2025Q1: 6,588 shares; 2025Q2: 6,103 shares; 2025Q3: 6,624 shares; 2025Q4: 6,317 shares 6,317 $3.22M 0.06% -307 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: 129,121 shares; 2024Q4: 149,082 shares; 2025Q1: 111,678 shares; 2025Q2: 114,161 shares; 2025Q3: 50,728 shares; 2025Q4: 28,271 shares 28,271 $3.22M 0.06% -22,457 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: 28,160 shares; 2024Q4: 32,849 shares; 2025Q1: 32,451 shares; 2025Q2: 32,199 shares; 2025Q3: 32,398 shares; 2025Q4: 37,559 shares 37,559 $3.16M 0.06% +5,161 Timeline VGLT 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: 53,687 shares; 2024Q4: 56,425 shares; 2025Q1: 56,287 shares; 2025Q2: 48,808 shares; 2025Q3: 55,963 shares; 2025Q4: 56,234 shares 56,234 $3.14M 0.06% +271 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: 121,696 shares; 2024Q4: 139,873 shares; 2025Q1: 141,492 shares; 2025Q2: 140,348 shares; 2025Q3: 145,735 shares; 2025Q4: 149,755 shares 149,755 $3.13M 0.06% +4,020 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,352 shares; 2024Q4: 14,470 shares; 2025Q1: 14,476 shares; 2025Q2: 14,346 shares; 2025Q3: 15,047 shares; 2025Q4: 15,146 shares 15,146 $3.11M 0.06% +99 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: 3,695 shares; 2024Q4: 3,497 shares; 2025Q1: 3,377 shares; 2025Q2: 3,494 shares; 2025Q3: 4,695 shares; 2025Q4: 4,961 shares 4,961 $3.09M 0.06% +266 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: 99,745 shares; 2024Q4: 96,955 shares; 2025Q1: 98,842 shares; 2025Q2: 101,560 shares; 2025Q3: 98,227 shares; 2025Q4: 95,380 shares 95,380 $3.06M 0.05% -2,847 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: 74,950 shares; 2024Q4: 74,162 shares; 2025Q1: 59,576 shares; 2025Q2: 73,695 shares; 2025Q3: 56,484 shares; 2025Q4: 60,111 shares 60,111 $3.05M 0.05% +3,627 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: 47,206 shares; 2024Q4: 90,506 shares; 2025Q1: 84,765 shares; 2025Q2: 95,717 shares; 2025Q3: 106,370 shares; 2025Q4: 114,618 shares 114,618 $3.04M 0.05% +8,248 Timeline SMLF 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: 19,718 shares; 2025Q1: 25,087 shares; 2025Q2: 28,800 shares; 2025Q3: 34,080 shares; 2025Q4: 40,454 shares 40,454 $3.03M 0.05% +6,374 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: 24,777 shares; 2024Q4: 24,004 shares; 2025Q1: 24,087 shares; 2025Q2: 24,201 shares; 2025Q3: 26,848 shares; 2025Q4: 23,707 shares 23,707 $2.98M 0.05% -3,141 Timeline RWK 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: 24,769 shares; 2024Q4: 26,367 shares; 2025Q1: 26,142 shares; 2025Q2: 24,999 shares; 2025Q3: 23,969 shares; 2025Q4: 23,543 shares 23,543 $2.98M 0.05% -426 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,617 shares 196,617 $2.95M 0.05% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,480 shares; 2024Q4: 8,356 shares; 2025Q1: 8,439 shares; 2025Q2: 8,245 shares; 2025Q3: 11,698 shares; 2025Q4: 10,701 shares 10,701 $2.95M 0.05% -997 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,846 shares 59,846 $2.91M 0.05% new Timeline JAAA 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: 75,186 shares; 2024Q4: 64,190 shares; 2025Q1: 40,359 shares; 2025Q2: 47,738 shares; 2025Q3: 44,813 shares; 2025Q4: 57,554 shares 57,554 $2.91M 0.05% +12,741 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,114 shares 32,114 $2.88M 0.05% new 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: 3,405 shares; 2024Q4: 6,483 shares; 2025Q1: 6,716 shares; 2025Q2: 6,700 shares; 2025Q3: 7,853 shares; 2025Q4: 8,545 shares 8,545 $2.88M 0.05% +692 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: 25,140 shares; 2024Q4: 24,655 shares; 2025Q1: 21,715 shares; 2025Q2: 21,734 shares; 2025Q3: 22,064 shares; 2025Q4: 21,668 shares 21,668 $2.88M 0.05% -396 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: 29,406 shares; 2024Q4: 28,691 shares; 2025Q1: 29,090 shares; 2025Q2: 27,943 shares; 2025Q3: 29,531 shares; 2025Q4: 32,441 shares 32,441 $2.87M 0.05% +2,910 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: 13,450 shares; 2024Q4: 26,219 shares; 2025Q1: 14,980 shares; 2025Q2: 13,217 shares; 2025Q3: 13,185 shares; 2025Q4: 18,501 shares 18,501 $2.87M 0.05% +5,316 Timeline VTC 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: 25,077 shares; 2024Q4: 34,333 shares; 2025Q1: 35,186 shares; 2025Q2: 35,415 shares; 2025Q3: 36,112 shares; 2025Q4: 36,768 shares 36,768 $2.85M 0.05% +656 Timeline DFSU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,517 shares; 2025Q3: 42,338 shares; 2025Q4: 65,721 shares 65,721 $2.85M 0.05% +23,383 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,159 shares; 2024Q4: 92,932 shares; 2025Q1: 108,110 shares; 2025Q2: 108,365 shares; 2025Q3: 110,240 shares; 2025Q4: 104,361 shares 104,361 $2.84M 0.05% -5,879 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: 17,261 shares; 2024Q4: 17,246 shares; 2025Q1: 16,896 shares; 2025Q2: 16,772 shares; 2025Q3: 16,957 shares; 2025Q4: 20,500 shares 20,500 $2.83M 0.05% +3,543 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,427 shares; 2024Q4: 93,465 shares; 2025Q1: 94,990 shares; 2025Q2: 101,815 shares; 2025Q3: 104,198 shares; 2025Q4: 104,272 shares 104,272 $2.83M 0.05% +74 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: not reported; 2024Q4: 207 shares; 2025Q1: 2,094 shares; 2025Q2: 2,261 shares; 2025Q3: 2,890 shares; 2025Q4: 2,788 shares 2,788 $2.81M 0.05% -102 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: not reported; 2024Q4: 2,686 shares; 2025Q1: 2,592 shares; 2025Q2: 2,647 shares; 2025Q3: 2,662 shares; 2025Q4: 2,618 shares 2,618 $2.8M 0.05% -44 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: 166,236 shares; 2024Q4: 162,652 shares; 2025Q1: 105,868 shares; 2025Q2: 102,578 shares; 2025Q3: 106,521 shares; 2025Q4: 93,661 shares 93,661 $2.8M 0.05% -12,860 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,111 shares; 2024Q4: 142,112 shares; 2025Q1: 142,169 shares; 2025Q2: 142,169 shares; 2025Q3: 141,169 shares; 2025Q4: 141,003 shares 141,003 $2.78M 0.05% -166 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: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 40,418 shares; 2025Q3: 40,843 shares; 2025Q4: 44,990 shares 44,990 $2.76M 0.05% +4,147 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: 4,849 shares; 2024Q4: 4,943 shares; 2025Q1: 5,280 shares; 2025Q2: 6,004 shares; 2025Q3: 6,108 shares; 2025Q4: 6,044 shares 6,044 $2.74M 0.05% -64 Timeline BKLN 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: 193,405 shares; 2024Q4: 195,698 shares; 2025Q1: 133,181 shares; 2025Q2: 132,425 shares; 2025Q3: 127,058 shares; 2025Q4: 129,966 shares 129,966 $2.73M 0.05% +2,908 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: 53,066 shares; 2024Q4: 50,292 shares; 2025Q1: 40,717 shares; 2025Q2: 32,939 shares; 2025Q3: 30,853 shares; 2025Q4: 22,583 shares 22,583 $2.7M 0.05% -8,270 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: 20,291 shares; 2024Q4: 19,982 shares; 2025Q1: 15,160 shares; 2025Q2: 14,981 shares; 2025Q3: 33,853 shares; 2025Q4: 33,888 shares 33,888 $2.69M 0.05% +35 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: 8,753 shares; 2024Q4: 8,738 shares; 2025Q1: 14,444 shares; 2025Q2: 15,823 shares; 2025Q3: 14,605 shares; 2025Q4: 18,066 shares 18,066 $2.69M 0.05% +3,461 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: 52,251 shares; 2024Q4: 64,344 shares; 2025Q1: 45,030 shares; 2025Q2: 41,935 shares; 2025Q3: 46,028 shares; 2025Q4: 60,796 shares 60,796 $2.69M 0.05% +14,768 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 2,685 shares; 2025Q1: 2,706 shares; 2025Q2: 2,288 shares; 2025Q3: 2,842 shares; 2025Q4: 4,706 shares 4,706 $2.68M 0.05% +1,864 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: 13,897 shares; 2024Q4: 15,530 shares; 2025Q1: 14,930 shares; 2025Q2: 15,684 shares; 2025Q3: 16,753 shares; 2025Q4: 17,375 shares 17,375 $2.67M 0.05% +622 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,903 shares; 2024Q4: 48,797 shares; 2025Q1: 49,239 shares; 2025Q2: 51,135 shares; 2025Q3: 58,332 shares; 2025Q4: 60,780 shares 60,780 $2.65M 0.05% +2,448 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,916 shares; 2025Q1: 72,840 shares; 2025Q2: 162,767 shares; 2025Q3: 72,183 shares; 2025Q4: 72,184 shares 72,184 $2.6M 0.05% +1 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 14,277 shares; 2025Q1: 18,820 shares; 2025Q2: 19,206 shares; 2025Q3: 20,609 shares; 2025Q4: 21,325 shares 21,325 $2.59M 0.05% +716 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: 137,534 shares; 2024Q4: 114,138 shares; 2025Q1: 147,676 shares; 2025Q2: 139,050 shares; 2025Q3: 70,536 shares; 2025Q4: 70,241 shares 70,241 $2.59M 0.05% -295 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: 18,551 shares; 2024Q4: 16,684 shares; 2025Q1: 16,285 shares; 2025Q2: 17,112 shares; 2025Q3: 32,141 shares; 2025Q4: 33,776 shares 33,776 $2.59M 0.05% +1,635 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: 23,649 shares; 2024Q4: 23,274 shares; 2025Q1: 22,848 shares; 2025Q2: 21,149 shares; 2025Q3: 21,669 shares; 2025Q4: 21,602 shares 21,602 $2.57M 0.05% -67 Timeline AOA 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: 27,308 shares; 2024Q4: 29,634 shares; 2025Q1: 29,076 shares; 2025Q2: 28,900 shares; 2025Q3: 29,312 shares; 2025Q4: 28,469 shares 28,469 $2.55M 0.05% -843 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: 13,103 shares; 2024Q4: 13,241 shares; 2025Q1: 13,331 shares; 2025Q2: 13,591 shares; 2025Q3: 21,118 shares; 2025Q4: 22,028 shares 22,028 $2.54M 0.05% +910 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,008 shares; 2024Q4: 231,340 shares; 2025Q1: 230,005 shares; 2025Q2: 183,705 shares; 2025Q3: 152,875 shares; 2025Q4: 107,970 shares 107,970 $2.53M 0.05% -44,905 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 47,606 shares; 2025Q2: 46,872 shares; 2025Q3: 46,523 shares; 2025Q4: 44,908 shares 44,908 $2.53M 0.05% -1,615 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: 4,279 shares; 2024Q4: 6,571 shares; 2025Q1: 6,368 shares; 2025Q2: 6,074 shares; 2025Q3: 6,299 shares; 2025Q4: 5,916 shares 5,916 $2.52M 0.05% -383 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: 67,721 shares; 2024Q4: 68,451 shares; 2025Q1: 69,661 shares; 2025Q2: 74,826 shares; 2025Q3: 84,830 shares; 2025Q4: 92,371 shares 92,371 $2.52M 0.05% +7,541 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: 18,060 shares; 2024Q4: 18,147 shares; 2025Q1: 16,954 shares; 2025Q2: 20,802 shares; 2025Q3: 21,208 shares; 2025Q4: 20,809 shares 20,809 $2.52M 0.05% -399 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 23,164 shares; 2025Q2: 43,522 shares; 2025Q3: 44,194 shares; 2025Q4: 47,479 shares 47,479 $2.51M 0.04% +3,285 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: 17,006 shares; 2024Q4: 16,990 shares; 2025Q1: 16,965 shares; 2025Q2: 16,875 shares; 2025Q3: 16,721 shares; 2025Q4: 16,821 shares 16,821 $2.49M 0.04% +100 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,436 shares; 2024Q4: 187,336 shares; 2025Q1: 187,336 shares; 2025Q2: 184,156 shares; 2025Q3: 183,956 shares; 2025Q4: 183,956 shares 183,956 $2.48M 0.04% 0 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,280 shares; 2025Q1: 79,367 shares; 2025Q2: 74,953 shares; 2025Q3: 74,402 shares; 2025Q4: 75,717 shares 75,717 $2.46M 0.04% +1,315 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: 11,934 shares; 2024Q4: 13,474 shares; 2025Q1: 17,438 shares; 2025Q2: 16,173 shares; 2025Q3: 17,807 shares; 2025Q4: 18,160 shares 18,160 $2.45M 0.04% +353 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: 42,377 shares; 2024Q4: 45,265 shares; 2025Q1: 44,548 shares; 2025Q2: 50,016 shares; 2025Q3: 51,930 shares; 2025Q4: 57,085 shares 57,085 $2.45M 0.04% +5,155 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: 11,908 shares; 2024Q4: 14,027 shares; 2025Q1: 14,087 shares; 2025Q2: 15,327 shares; 2025Q3: 16,352 shares; 2025Q4: 15,220 shares 15,220 $2.44M 0.04% -1,132 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,055 shares; 2025Q1: 1,090 shares; 2025Q2: 1,120 shares; 2025Q3: 1,318 shares; 2025Q4: 3,178 shares 3,178 $2.43M 0.04% +1,860 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: 25,718 shares; 2024Q4: 25,256 shares; 2025Q1: 25,557 shares; 2025Q2: 25,747 shares; 2025Q3: 32,548 shares; 2025Q4: 27,906 shares 27,906 $2.43M 0.04% -4,642 Timeline WTAI 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: 49,557 shares; 2024Q4: 49,558 shares; 2025Q1: 49,458 shares; 2025Q2: 45,957 shares; 2025Q3: 83,513 shares; 2025Q4: 83,475 shares 83,475 $2.43M 0.04% -38 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: 4,664 shares; 2024Q4: 4,507 shares; 2025Q1: 4,317 shares; 2025Q2: 4,207 shares; 2025Q3: 4,015 shares; 2025Q4: 4,630 shares 4,630 $2.42M 0.04% +615 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,505 shares; 2024Q4: 53,421 shares; 2025Q1: 50,895 shares; 2025Q2: 51,144 shares; 2025Q3: 51,386 shares; 2025Q4: 51,391 shares 51,391 $2.32M 0.04% +5 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: 2,459 shares; 2024Q4: 7,645 shares; 2025Q1: 7,658 shares; 2025Q2: 7,119 shares; 2025Q3: 7,263 shares; 2025Q4: 7,861 shares 7,861 $2.31M 0.04% +598 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: 80,332 shares; 2024Q4: 79,024 shares; 2025Q1: 205,521 shares; 2025Q2: 74,582 shares; 2025Q3: 43,403 shares; 2025Q4: 44,694 shares 44,694 $2.28M 0.04% +1,291 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 8,747 shares; 2025Q1: 8,526 shares; 2025Q2: 9,075 shares; 2025Q3: 11,825 shares; 2025Q4: 10,906 shares 10,906 $2.28M 0.04% -919 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,448 shares; 2025Q1: 52,268 shares; 2025Q2: 48,735 shares; 2025Q3: 48,903 shares; 2025Q4: 48,629 shares 48,629 $2.28M 0.04% -274 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: 34,392 shares; 2024Q4: 99,981 shares; 2025Q1: 99,585 shares; 2025Q2: 98,211 shares; 2025Q3: 79,795 shares; 2025Q4: 86,675 shares 86,675 $2.27M 0.04% +6,880 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 8,032 shares; 2025Q1: 7,708 shares; 2025Q2: 7,478 shares; 2025Q3: 7,326 shares; 2025Q4: 6,934 shares 6,934 $2.25M 0.04% -392 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: 19,252 shares; 2024Q4: 25,276 shares; 2025Q1: 36,489 shares; 2025Q2: 36,612 shares; 2025Q3: 36,422 shares; 2025Q4: 46,881 shares 46,881 $2.24M 0.04% +10,459 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: 45,054 shares; 2024Q4: 24,640 shares; 2025Q1: 73,977 shares; 2025Q2: 54,423 shares; 2025Q3: 108,797 shares; 2025Q4: 52,480 shares 52,480 $2.24M 0.04% -56,317 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: not reported; 2025Q3: 13,123 shares; 2025Q4: 48,561 shares 48,561 $2.24M 0.04% +35,438 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: 23,937 shares; 2024Q4: 24,223 shares; 2025Q1: 23,616 shares; 2025Q2: 23,238 shares; 2025Q3: 23,186 shares; 2025Q4: 27,076 shares 27,076 $2.23M 0.04% +3,890 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,725 shares; 2024Q4: 22,104 shares; 2025Q1: 36,158 shares; 2025Q2: 62,265 shares; 2025Q3: 56,329 shares; 2025Q4: 60,338 shares 60,338 $2.22M 0.04% +4,009 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,610 shares; 2024Q4: 187,111 shares; 2025Q1: 201,413 shares; 2025Q2: 192,748 shares; 2025Q3: 192,497 shares; 2025Q4: 212,655 shares 212,655 $2.21M 0.04% +20,158 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,166 shares; 2024Q4: 8,289 shares; 2025Q1: 8,491 shares; 2025Q2: 8,898 shares; 2025Q3: 8,929 shares; 2025Q4: 8,970 shares 8,970 $2.21M 0.04% +41 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,560 shares; 2024Q4: 22,717 shares; 2025Q1: 35,642 shares; 2025Q2: 35,286 shares; 2025Q3: 28,801 shares; 2025Q4: 23,852 shares 23,852 $2.21M 0.04% -4,949 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: 30,643 shares; 2024Q4: 30,839 shares; 2025Q1: 30,825 shares; 2025Q2: 29,676 shares; 2025Q3: 28,807 shares; 2025Q4: 30,048 shares 30,048 $2.21M 0.04% +1,241 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,722 shares; 2024Q4: 38,203 shares; 2025Q1: 38,791 shares; 2025Q2: 56,756 shares; 2025Q3: 63,585 shares; 2025Q4: 64,009 shares 64,009 $2.19M 0.04% +424 Timeline DFSE 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: 38,518 shares; 2024Q4: 38,518 shares; 2025Q1: 43,018 shares; 2025Q2: 43,944 shares; 2025Q3: 50,273 shares; 2025Q4: 52,781 shares 52,781 $2.19M 0.04% +2,508 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: 3,704 shares; 2024Q4: 19,251 shares; 2025Q1: 19,513 shares; 2025Q2: 19,160 shares; 2025Q3: 19,179 shares; 2025Q4: 17,944 shares 17,944 $2.15M 0.04% -1,235 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: not reported; 2024Q4: 23,554 shares; 2025Q1: 2,272 shares; 2025Q2: 11,522 shares; 2025Q3: 11,391 shares; 2025Q4: 8,577 shares 8,577 $2.15M 0.04% -2,814 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,978 shares; 2024Q4: 16,981 shares; 2025Q1: 16,983 shares; 2025Q2: 16,882 shares; 2025Q3: 16,768 shares; 2025Q4: 16,911 shares 16,911 $2.13M 0.04% +143 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: 19,030 shares; 2024Q4: 19,597 shares; 2025Q1: 19,476 shares; 2025Q2: 20,476 shares; 2025Q3: 21,079 shares; 2025Q4: 23,059 shares 23,059 $2.12M 0.04% +1,980 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,566 shares; 2025Q2: 79,146 shares; 2025Q3: 83,658 shares; 2025Q4: 84,389 shares 84,389 $2.12M 0.04% +731 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,199 shares; 2024Q4: 55,917 shares; 2025Q1: 56,242 shares; 2025Q2: 39,637 shares; 2025Q3: 40,987 shares; 2025Q4: 44,415 shares 44,415 $2.11M 0.04% +3,428 Timeline NXTG 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: 19,503 shares; 2024Q4: 19,503 shares; 2025Q1: 19,503 shares; 2025Q2: 19,503 shares; 2025Q3: 19,503 shares; 2025Q4: 19,503 shares 19,503 $2.1M 0.04% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 7,014 shares; 2025Q1: 7,080 shares; 2025Q2: 8,367 shares; 2025Q3: 10,115 shares; 2025Q4: 9,578 shares 9,578 $2.1M 0.04% -537 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,545 shares; 2024Q4: 17,345 shares; 2025Q1: 16,917 shares; 2025Q2: 19,719 shares; 2025Q3: 19,505 shares; 2025Q4: 19,633 shares 19,633 $2.09M 0.04% +128 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: 1,199 shares; 2024Q4: 1,157 shares; 2025Q1: 1,784 shares; 2025Q2: 1,933 shares; 2025Q3: 1,956 shares; 2025Q4: 1,955 shares 1,955 $2.09M 0.04% -1 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: 24,801 shares; 2024Q4: 23,518 shares; 2025Q1: 21,562 shares; 2025Q2: 21,226 shares; 2025Q3: 19,049 shares; 2025Q4: 19,007 shares 19,007 $2.09M 0.04% -42 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: 7,260 shares; 2024Q4: 7,692 shares; 2025Q1: 7,691 shares; 2025Q2: 7,250 shares; 2025Q3: 8,510 shares; 2025Q4: 9,510 shares 9,510 $2.06M 0.04% +1,000 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: 14,765 shares; 2024Q4: 14,687 shares; 2025Q1: 14,417 shares; 2025Q2: 15,019 shares; 2025Q3: 23,203 shares; 2025Q4: 23,372 shares 23,372 $2.06M 0.04% +169 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: 9,076 shares; 2024Q4: 7,570 shares; 2025Q1: 6,383 shares; 2025Q2: 6,135 shares; 2025Q3: 5,544 shares; 2025Q4: 7,609 shares 7,609 $2.04M 0.04% +2,065 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: not reported; 2024Q4: not reported; 2025Q1: 6,781 shares; 2025Q2: 23,177 shares; 2025Q3: 24,351 shares; 2025Q4: 24,231 shares 24,231 $2.03M 0.04% -120 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,221 shares; 2025Q4: 15,171 shares 15,171 $2.03M 0.04% +12,950 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: 7,207 shares; 2024Q4: 8,890 shares; 2025Q1: 8,885 shares; 2025Q2: 9,009 shares; 2025Q3: 8,620 shares; 2025Q4: 8,167 shares 8,167 $2.01M 0.04% -453 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: 61,127 shares; 2024Q4: 56,422 shares; 2025Q1: 55,992 shares; 2025Q2: 36,030 shares; 2025Q3: 32,994 shares; 2025Q4: 31,570 shares 31,570 $2.01M 0.04% -1,424 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,789 shares; 2025Q1: 8,176 shares; 2025Q2: 8,067 shares; 2025Q3: 9,103 shares; 2025Q4: 12,395 shares 12,395 $2.01M 0.04% +3,292 Timeline NEAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,683 shares; 2025Q4: 39,214 shares 39,214 $2M 0.04% +11,531 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: 4,265 shares; 2024Q4: 5,065 shares; 2025Q1: 5,164 shares; 2025Q2: 4,745 shares; 2025Q3: 4,885 shares; 2025Q4: 16,728 shares 16,728 $2M 0.04% +11,843 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: 36,613 shares; 2024Q4: 39,089 shares; 2025Q1: 40,034 shares; 2025Q2: 40,657 shares; 2025Q3: 41,573 shares; 2025Q4: 42,185 shares 42,185 $1.98M 0.04% +612 Timeline LMBS 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: 22,875 shares; 2024Q4: 28,915 shares; 2025Q1: 30,124 shares; 2025Q2: 38,446 shares; 2025Q3: 45,424 shares; 2025Q4: 39,647 shares 39,647 $1.98M 0.04% -5,777 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: 5,254 shares; 2024Q4: 5,670 shares; 2025Q1: 5,313 shares; 2025Q2: 5,477 shares; 2025Q3: 5,928 shares; 2025Q4: 7,537 shares 7,537 $1.98M 0.04% +1,609 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: 37,139 shares; 2024Q4: 43,927 shares; 2025Q1: 43,173 shares; 2025Q2: 41,850 shares; 2025Q3: 42,094 shares; 2025Q4: 42,034 shares 42,034 $1.97M 0.04% -60 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: 10,385 shares; 2024Q4: 10,501 shares; 2025Q1: 11,181 shares; 2025Q2: 10,890 shares; 2025Q3: 7,301 shares; 2025Q4: 5,609 shares 5,609 $1.96M 0.04% -1,692 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: 950 shares; 2024Q4: 957 shares; 2025Q1: 975 shares; 2025Q2: 1,049 shares; 2025Q3: 1,017 shares; 2025Q4: 975 shares 975 $1.96M 0.04% -42 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,624 shares; 2025Q2: 21,118 shares; 2025Q3: 21,515 shares; 2025Q4: 21,541 shares 21,541 $1.96M 0.04% +26 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: 18,911 shares; 2024Q4: 19,443 shares; 2025Q1: 19,227 shares; 2025Q2: 17,051 shares; 2025Q3: 25,883 shares; 2025Q4: 24,081 shares 24,081 $1.96M 0.04% -1,802 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: 7,737 shares; 2024Q4: 7,455 shares; 2025Q1: 7,780 shares; 2025Q2: 8,465 shares; 2025Q3: 8,622 shares; 2025Q4: 8,376 shares 8,376 $1.94M 0.03% -246 Timeline IDMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,650 shares; 2025Q3: 19,350 shares; 2025Q4: 34,793 shares 34,793 $1.93M 0.03% +15,443 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: 3,722 shares; 2024Q4: 4,078 shares; 2025Q1: 4,209 shares; 2025Q2: 4,329 shares; 2025Q3: 5,179 shares; 2025Q4: 5,387 shares 5,387 $1.89M 0.03% +208 Timeline DXJ 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: 6,655 shares; 2024Q4: 6,660 shares; 2025Q1: 6,660 shares; 2025Q2: 6,736 shares; 2025Q3: 13,086 shares; 2025Q4: 13,103 shares 13,103 $1.89M 0.03% +17 Timeline USXF 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: 28,344 shares; 2024Q4: 36,958 shares; 2025Q1: 43,736 shares; 2025Q2: 29,412 shares; 2025Q3: 30,160 shares; 2025Q4: 32,556 shares 32,556 $1.87M 0.03% +2,396 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: 11,224 shares; 2024Q4: 16,813 shares; 2025Q1: 18,348 shares; 2025Q2: 17,695 shares; 2025Q3: 18,154 shares; 2025Q4: 20,893 shares 20,893 $1.83M 0.03% +2,739 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: 4,121 shares; 2024Q4: 3,821 shares; 2025Q1: 3,486 shares; 2025Q2: 3,558 shares; 2025Q3: 5,858 shares; 2025Q4: 6,312 shares 6,312 $1.82M 0.03% +454 Timeline EWY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,714 shares 18,714 $1.82M 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,922 shares; 2024Q4: 37,510 shares; 2025Q1: 30,364 shares; 2025Q2: 30,809 shares; 2025Q3: 33,254 shares; 2025Q4: 34,093 shares 34,093 $1.8M 0.03% +839 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: 21,477 shares; 2024Q4: 21,093 shares; 2025Q1: 21,093 shares; 2025Q2: 21,093 shares; 2025Q3: 24,658 shares; 2025Q4: 25,100 shares 25,100 $1.8M 0.03% +442 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: 10,551 shares; 2024Q4: 13,042 shares; 2025Q1: 12,737 shares; 2025Q2: 14,012 shares; 2025Q3: 15,289 shares; 2025Q4: 15,333 shares 15,333 $1.8M 0.03% +44 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: 49,431 shares; 2024Q4: 49,248 shares; 2025Q1: 49,276 shares; 2025Q2: 52,433 shares; 2025Q3: 52,131 shares; 2025Q4: 54,301 shares 54,301 $1.8M 0.03% +2,170 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 25,437 shares; 2025Q3: 29,500 shares; 2025Q4: 30,025 shares 30,025 $1.79M 0.03% +525 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,842 shares; 2024Q4: 47,520 shares; 2025Q1: 47,490 shares; 2025Q2: 47,418 shares; 2025Q3: 47,798 shares; 2025Q4: 48,233 shares 48,233 $1.78M 0.03% +435 Timeline AIQ 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: not reported; 2024Q4: not reported; 2025Q1: 11,217 shares; 2025Q2: 22,793 shares; 2025Q3: 31,407 shares; 2025Q4: 34,324 shares 34,324 $1.75M 0.03% +2,917 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: 19,320 shares; 2024Q4: 22,034 shares; 2025Q1: 11,587 shares; 2025Q2: 11,411 shares; 2025Q3: 10,464 shares; 2025Q4: 10,042 shares 10,042 $1.74M 0.03% -422 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,596 shares; 2025Q1: 1,601 shares; 2025Q2: 1,722 shares; 2025Q3: 3,404 shares; 2025Q4: 4,297 shares 4,297 $1.73M 0.03% +893 Timeline EVX 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: 10,247 shares; 2024Q4: 9,710 shares; 2025Q1: 49,019 shares; 2025Q2: 48,445 shares; 2025Q3: 47,666 shares; 2025Q4: 45,134 shares 45,134 $1.73M 0.03% -2,532 Timeline BBJP 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: 25,160 shares; 2024Q4: 23,282 shares; 2025Q1: 24,558 shares; 2025Q2: 25,640 shares; 2025Q3: 26,729 shares; 2025Q4: 26,116 shares 26,116 $1.72M 0.03% -613 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: 11,720 shares; 2024Q4: 12,782 shares; 2025Q1: 13,735 shares; 2025Q2: 14,831 shares; 2025Q3: 18,366 shares; 2025Q4: 17,837 shares 17,837 $1.71M 0.03% -529 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: 14,421 shares; 2024Q4: 13,169 shares; 2025Q1: 4,582 shares; 2025Q2: 4,643 shares; 2025Q3: 6,605 shares; 2025Q4: 7,439 shares 7,439 $1.7M 0.03% +834 Timeline EBND 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: 55,649 shares; 2024Q4: 77,458 shares; 2025Q1: 78,421 shares; 2025Q2: 78,223 shares; 2025Q3: 79,231 shares; 2025Q4: 79,653 shares 79,653 $1.7M 0.03% +422 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,819 shares 17,819 $1.69M 0.03% new Timeline BBEU 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: 16,565 shares; 2025Q1: 20,829 shares; 2025Q2: 23,737 shares; 2025Q3: 23,556 shares; 2025Q4: 23,032 shares 23,032 $1.69M 0.03% -524 Timeline FTCB 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: not reported; 2024Q4: 39,721 shares; 2025Q1: 54,625 shares; 2025Q2: 63,532 shares; 2025Q3: 62,554 shares; 2025Q4: 79,511 shares 79,511 $1.69M 0.03% +16,957 Timeline HIMU 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: not reported; 2024Q4: not reported; 2025Q1: 31,361 shares; 2025Q2: 35,201 shares; 2025Q3: 43,295 shares; 2025Q4: 34,641 shares 34,641 $1.69M 0.03% -8,654 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: 15,221 shares; 2024Q4: 15,221 shares; 2025Q1: 15,222 shares; 2025Q2: 15,222 shares; 2025Q3: 13,687 shares; 2025Q4: 13,688 shares 13,688 $1.67M 0.03% +1 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,984 shares; 2024Q4: 19,334 shares; 2025Q1: 124,184 shares; 2025Q2: 123,728 shares; 2025Q3: 124,301 shares; 2025Q4: 125,766 shares 125,766 $1.67M 0.03% +1,465 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,052 shares; 2024Q4: 14,917 shares; 2025Q1: 15,155 shares; 2025Q2: 17,735 shares; 2025Q3: 19,317 shares; 2025Q4: 19,450 shares 19,450 $1.66M 0.03% +133 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,806 shares; 2024Q4: 50,877 shares; 2025Q1: 50,895 shares; 2025Q2: 50,981 shares; 2025Q3: 50,846 shares; 2025Q4: 50,485 shares 50,485 $1.65M 0.03% -361 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: 10,187 shares; 2024Q4: 10,054 shares; 2025Q1: 11,504 shares; 2025Q2: 11,067 shares; 2025Q3: 9,859 shares; 2025Q4: 11,707 shares 11,707 $1.65M 0.03% +1,848 Timeline IYLD 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: 55,396 shares; 2024Q4: 54,394 shares; 2025Q1: 56,181 shares; 2025Q2: 59,259 shares; 2025Q3: 69,002 shares; 2025Q4: 76,856 shares 76,856 $1.65M 0.03% +7,854 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 14,300 shares; 2025Q1: 14,353 shares; 2025Q2: 13,872 shares; 2025Q3: 12,785 shares; 2025Q4: 17,366 shares 17,366 $1.64M 0.03% +4,581 Timeline ICVT 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: 10,302 shares; 2024Q4: 15,413 shares; 2025Q1: 17,643 shares; 2025Q2: 12,246 shares; 2025Q3: 13,608 shares; 2025Q4: 16,613 shares 16,613 $1.64M 0.03% +3,005 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 25,509 shares; 2025Q1: 27,475 shares; 2025Q2: 25,347 shares; 2025Q3: 30,416 shares; 2025Q4: 27,149 shares 27,149 $1.63M 0.03% -3,267 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,296 shares; 2025Q4: 50,725 shares 50,725 $1.63M 0.03% +26,429 Timeline FDVV 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: 22,597 shares; 2024Q4: 22,323 shares; 2025Q1: 24,008 shares; 2025Q2: 23,530 shares; 2025Q3: 26,309 shares; 2025Q4: 28,554 shares 28,554 $1.62M 0.03% +2,245 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: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 4,365 shares; 2025Q2: 4,222 shares; 2025Q3: 4,795 shares; 2025Q4: 5,124 shares 5,124 $1.61M 0.03% +329 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,055 shares; 2025Q3: 43,959 shares; 2025Q4: 36,798 shares 36,798 $1.6M 0.03% -7,161 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,236 shares; 2024Q4: 62,514 shares; 2025Q1: 62,479 shares; 2025Q2: 62,292 shares; 2025Q3: 61,752 shares; 2025Q4: 61,299 shares 61,299 $1.59M 0.03% -453 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: 8,626 shares; 2025Q1: 8,668 shares; 2025Q2: 8,818 shares; 2025Q3: 9,821 shares; 2025Q4: 9,393 shares 9,393 $1.59M 0.03% -428 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 76,947 shares; 2025Q4: 81,663 shares 81,663 $1.58M 0.03% +4,716 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,548 shares; 2025Q1: 36,458 shares; 2025Q2: 33,836 shares; 2025Q3: 34,036 shares; 2025Q4: 31,382 shares 31,382 $1.57M 0.03% -2,654 Timeline AOR 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: 20,237 shares; 2024Q4: 20,125 shares; 2025Q1: 22,337 shares; 2025Q2: 24,331 shares; 2025Q3: 25,021 shares; 2025Q4: 24,049 shares 24,049 $1.56M 0.03% -972 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 21,710 shares; 2025Q4: 30,536 shares 30,536 $1.55M 0.03% +8,826 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: 18,288 shares; 2024Q4: 20,888 shares; 2025Q1: 20,888 shares; 2025Q2: 21,103 shares; 2025Q3: 21,103 shares; 2025Q4: 24,993 shares 24,993 $1.55M 0.03% +3,890 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,805 shares; 2024Q4: 301,061 shares; 2025Q1: 23,058 shares; 2025Q2: 24,382 shares; 2025Q3: 23,873 shares; 2025Q4: 23,653 shares 23,653 $1.55M 0.03% -220 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,713 shares; 2024Q4: 16,859 shares; 2025Q1: 28,453 shares; 2025Q2: 24,957 shares; 2025Q3: 25,956 shares; 2025Q4: 40,315 shares 40,315 $1.55M 0.03% +14,359 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: 5,636 shares; 2024Q4: 5,628 shares; 2025Q1: 5,579 shares; 2025Q2: 5,412 shares; 2025Q3: 5,357 shares; 2025Q4: 5,366 shares 5,366 $1.54M 0.03% +9 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: 16,523 shares; 2024Q4: 12,536 shares; 2025Q1: 13,532 shares; 2025Q2: 13,926 shares; 2025Q3: 16,551 shares; 2025Q4: 16,042 shares 16,042 $1.53M 0.03% -509 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,215 shares; 2024Q4: 29,508 shares; 2025Q1: 28,141 shares; 2025Q2: 28,055 shares; 2025Q3: 33,637 shares; 2025Q4: 36,828 shares 36,828 $1.53M 0.03% +3,191 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 6,176 shares; 2025Q1: 6,162 shares; 2025Q2: 8,079 shares; 2025Q3: 16,712 shares; 2025Q4: 26,085 shares 26,085 $1.53M 0.03% +9,373 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518,885 shares; 2025Q3: 498,885 shares; 2025Q4: 498,885 shares 498,885 $1.52M 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 14,322 shares; 2025Q1: 14,860 shares; 2025Q2: 14,010 shares; 2025Q3: 13,300 shares; 2025Q4: 19,093 shares 19,093 $1.52M 0.03% +5,793 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: 7,478 shares; 2024Q4: 7,761 shares; 2025Q1: 8,065 shares; 2025Q2: 7,310 shares; 2025Q3: 6,884 shares; 2025Q4: 6,690 shares 6,690 $1.51M 0.03% -194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 2 shares 2 $1.51M 0.03% +1 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,651 shares; 2024Q4: 46,421 shares; 2025Q1: 46,018 shares; 2025Q2: 47,317 shares; 2025Q3: 62,726 shares; 2025Q4: 66,907 shares 66,907 $1.5M 0.03% +4,181 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: not reported; 2024Q4: 3,293 shares; 2025Q1: 10,841 shares; 2025Q2: 13,915 shares; 2025Q3: 15,616 shares; 2025Q4: 17,467 shares 17,467 $1.48M 0.03% +1,851 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,354 shares; 2024Q4: 26,012 shares; 2025Q1: 24,395 shares; 2025Q2: 24,398 shares; 2025Q3: 29,258 shares; 2025Q4: 32,175 shares 32,175 $1.48M 0.03% +2,917 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: 32,493 shares; 2024Q4: 33,677 shares; 2025Q1: 20,492 shares; 2025Q2: 15,968 shares; 2025Q3: 17,894 shares; 2025Q4: 18,707 shares 18,707 $1.48M 0.03% +813 Timeline DFEV 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: not reported; 2024Q4: 14,593 shares; 2025Q1: 59,783 shares; 2025Q2: 52,354 shares; 2025Q3: 45,710 shares; 2025Q4: 43,798 shares 43,798 $1.48M 0.03% -1,912 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: 6,637 shares; 2024Q4: 6,459 shares; 2025Q1: 6,368 shares; 2025Q2: 7,224 shares; 2025Q3: 7,920 shares; 2025Q4: 7,970 shares 7,970 $1.48M 0.03% +50 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: 3,503 shares; 2024Q4: 3,819 shares; 2025Q1: 3,599 shares; 2025Q2: 3,611 shares; 2025Q3: 3,961 shares; 2025Q4: 4,154 shares 4,154 $1.47M 0.03% +193 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: 9,416 shares; 2024Q4: 10,598 shares; 2025Q1: 10,808 shares; 2025Q2: 15,337 shares; 2025Q3: 13,380 shares; 2025Q4: 7,896 shares 7,896 $1.46M 0.03% -5,484 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,899 shares; 2024Q4: 22,374 shares; 2025Q1: 23,799 shares; 2025Q2: 24,199 shares; 2025Q3: 21,706 shares; 2025Q4: 18,846 shares 18,846 $1.46M 0.03% -2,860 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 24,292 shares; 2025Q4: 57,292 shares 57,292 $1.44M 0.03% +33,000 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,596 shares; 2024Q4: 27,143 shares; 2025Q1: 23,259 shares; 2025Q2: 22,200 shares; 2025Q3: 20,648 shares; 2025Q4: 20,946 shares 20,946 $1.43M 0.03% +298 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,629 shares; 2025Q4: 13,988 shares 13,988 $1.4M 0.02% +10,359 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: 7,296 shares; 2024Q4: 7,787 shares; 2025Q1: 6,831 shares; 2025Q2: 8,504 shares; 2025Q3: 8,341 shares; 2025Q4: 8,647 shares 8,647 $1.39M 0.02% +306 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: not reported; 2024Q4: 3,008 shares; 2025Q1: 9,715 shares; 2025Q2: 19,745 shares; 2025Q3: 37,742 shares; 2025Q4: 34,616 shares 34,616 $1.39M 0.02% -3,126 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 3,071 shares; 2025Q3: 2,888 shares; 2025Q4: 2,889 shares 2,889 $1.39M 0.02% +1 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,759 shares; 2024Q4: 6,759 shares; 2025Q1: 6,759 shares; 2025Q2: 24,834 shares; 2025Q3: 20,834 shares; 2025Q4: 29,434 shares 29,434 $1.39M 0.02% +8,600 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW 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: 4,267 shares; 2025Q4: 4,269 shares 4,269 $1.38M 0.02% +2 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,753 shares; 2024Q4: 11,413 shares; 2025Q1: 11,565 shares; 2025Q2: 11,700 shares; 2025Q3: 9,047 shares; 2025Q4: 9,076 shares 9,076 $1.37M 0.02% +29 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: not reported; 2025Q4: 54,502 shares 54,502 $1.37M 0.02% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,999 shares; 2024Q4: 10,897 shares; 2025Q1: 10,686 shares; 2025Q2: 10,922 shares; 2025Q3: 14,649 shares; 2025Q4: 15,851 shares 15,851 $1.37M 0.02% +1,202 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: 3,847 shares; 2024Q4: 3,894 shares; 2025Q1: 3,655 shares; 2025Q2: 3,701 shares; 2025Q3: 6,530 shares; 2025Q4: 6,031 shares 6,031 $1.37M 0.02% -499 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,313 shares; 2025Q3: 35,605 shares; 2025Q4: 37,725 shares 37,725 $1.36M 0.02% +2,120 Timeline XLG 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: 9,827 shares; 2024Q4: 26,323 shares; 2025Q1: 38,970 shares; 2025Q2: 23,553 shares; 2025Q3: 22,854 shares; 2025Q4: 22,874 shares 22,874 $1.36M 0.02% +20 Timeline USTB 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: 12,262 shares; 2024Q4: 11,729 shares; 2025Q1: 12,035 shares; 2025Q2: 12,061 shares; 2025Q3: 20,201 shares; 2025Q4: 26,636 shares 26,636 $1.35M 0.02% +6,435 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: 3,358 shares; 2024Q4: 3,172 shares; 2025Q1: 3,018 shares; 2025Q2: 7,989 shares; 2025Q3: 11,747 shares; 2025Q4: 9,738 shares 9,738 $1.32M 0.02% -2,009 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 10,832 shares; 2025Q1: 17,078 shares; 2025Q2: 17,875 shares; 2025Q3: 14,109 shares; 2025Q4: 16,414 shares 16,414 $1.31M 0.02% +2,305 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: 2,276 shares; 2024Q4: 1,852 shares; 2025Q1: 1,859 shares; 2025Q2: 1,842 shares; 2025Q3: 2,496 shares; 2025Q4: 9,597 shares 9,597 $1.31M 0.02% +7,101 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,757 shares; 2025Q1: 1,797 shares; 2025Q2: 1,858 shares; 2025Q3: 2,800 shares; 2025Q4: 2,795 shares 2,795 $1.31M 0.02% -5 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: 3,494 shares; 2024Q4: 3,753 shares; 2025Q1: 3,293 shares; 2025Q2: 3,712 shares; 2025Q3: 3,982 shares; 2025Q4: 4,797 shares 4,797 $1.3M 0.02% +815 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,101 shares; 2024Q4: 53,905 shares; 2025Q1: 53,977 shares; 2025Q2: 56,096 shares; 2025Q3: 59,854 shares; 2025Q4: 61,320 shares 61,320 $1.3M 0.02% +1,466 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: 95 shares; 2024Q4: 106 shares; 2025Q1: 119 shares; 2025Q2: 185 shares; 2025Q3: 447 shares; 2025Q4: 383 shares 383 $1.3M 0.02% -64 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: 16,043 shares; 2024Q4: 16,100 shares; 2025Q1: 15,931 shares; 2025Q2: 15,650 shares; 2025Q3: 18,851 shares; 2025Q4: 20,029 shares 20,029 $1.28M 0.02% +1,178 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 26,539 shares; 2025Q3: 14,248 shares; 2025Q4: 12,006 shares 12,006 $1.28M 0.02% -2,242 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 8,436 shares; 2025Q1: 8,499 shares; 2025Q2: 9,838 shares; 2025Q3: 11,719 shares; 2025Q4: 12,567 shares 12,567 $1.28M 0.02% +848 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 4,358 shares; 2025Q1: 4,992 shares; 2025Q2: 5,231 shares; 2025Q3: 6,742 shares; 2025Q4: 9,628 shares 9,628 $1.28M 0.02% +2,886 Timeline EPI 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: 12,811 shares; 2024Q4: 12,811 shares; 2025Q1: 15,311 shares; 2025Q2: 15,527 shares; 2025Q3: 27,192 shares; 2025Q4: 27,192 shares 27,192 $1.26M 0.02% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 7,925 shares; 2025Q1: 8,500 shares; 2025Q2: 12,242 shares; 2025Q3: 12,767 shares; 2025Q4: 12,641 shares 12,641 $1.26M 0.02% -126 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: 21,866 shares; 2024Q4: 16,564 shares; 2025Q1: 12,646 shares; 2025Q2: 12,577 shares; 2025Q3: 12,125 shares; 2025Q4: 11,412 shares 11,412 $1.26M 0.02% -713 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,113 shares; 2025Q2: 66,555 shares; 2025Q3: 68,355 shares; 2025Q4: 96,063 shares 96,063 $1.25M 0.02% +27,708 Timeline HISF 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: 23,954 shares; 2024Q4: 24,147 shares; 2025Q1: 24,362 shares; 2025Q2: 25,335 shares; 2025Q3: 27,181 shares; 2025Q4: 27,572 shares 27,572 $1.25M 0.02% +391 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,696 shares; 2024Q4: 17,005 shares; 2025Q1: 13,477 shares; 2025Q2: 13,435 shares; 2025Q3: 14,547 shares; 2025Q4: 14,201 shares 14,201 $1.24M 0.02% -346 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: not reported; 2025Q1: 9,888 shares; 2025Q2: 7,403 shares; 2025Q3: 6,178 shares; 2025Q4: 24,866 shares 24,866 $1.24M 0.02% +18,688 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: 5,996 shares; 2024Q4: 5,018 shares; 2025Q1: 5,054 shares; 2025Q2: 5,473 shares; 2025Q3: 5,278 shares; 2025Q4: 7,049 shares 7,049 $1.24M 0.02% +1,771 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: 2,532 shares; 2024Q4: 3,233 shares; 2025Q1: 3,245 shares; 2025Q2: 3,445 shares; 2025Q3: 4,430 shares; 2025Q4: 4,417 shares 4,417 $1.23M 0.02% -13 Timeline CALI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,005 shares; 2025Q3: 13,630 shares; 2025Q4: 24,300 shares 24,300 $1.23M 0.02% +10,670 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: 2,389 shares; 2024Q4: 3,549 shares; 2025Q1: 3,986 shares; 2025Q2: 4,925 shares; 2025Q3: 6,151 shares; 2025Q4: 6,601 shares 6,601 $1.23M 0.02% +450 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: 5,330 shares; 2024Q4: 5,883 shares; 2025Q1: 5,951 shares; 2025Q2: 6,408 shares; 2025Q3: 7,532 shares; 2025Q4: 12,295 shares 12,295 $1.22M 0.02% +4,763 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 8,383 shares; 2025Q1: 9,049 shares; 2025Q2: 8,391 shares; 2025Q3: 7,996 shares; 2025Q4: 7,642 shares 7,642 $1.22M 0.02% -354 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 29,490 shares; 2025Q4: 23,760 shares 23,760 $1.21M 0.02% -5,730 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,929 shares; 2024Q4: 102,992 shares; 2025Q1: 102,930 shares; 2025Q2: 117,574 shares; 2025Q3: 116,481 shares; 2025Q4: 82,881 shares 82,881 $1.21M 0.02% -33,600 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: 24,763 shares; 2024Q4: 23,921 shares; 2025Q1: 24,421 shares; 2025Q2: 26,072 shares; 2025Q3: 25,540 shares; 2025Q4: 25,103 shares 25,103 $1.2M 0.02% -437 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: 26,023 shares; 2024Q4: 26,238 shares; 2025Q1: 25,597 shares; 2025Q2: 24,693 shares; 2025Q3: 24,388 shares; 2025Q4: 24,968 shares 24,968 $1.19M 0.02% +580 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,823 shares; 2025Q1: 23,572 shares; 2025Q2: 23,498 shares; 2025Q3: 27,876 shares; 2025Q4: 31,321 shares 31,321 $1.19M 0.02% +3,445 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: 20,126 shares; 2024Q4: 20,520 shares; 2025Q1: 20,241 shares; 2025Q2: 21,403 shares; 2025Q3: 21,988 shares; 2025Q4: 22,274 shares 22,274 $1.19M 0.02% +286 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,528 shares; 2025Q1: 2,280 shares; 2025Q2: 2,425 shares; 2025Q3: 2,720 shares; 2025Q4: 2,797 shares 2,797 $1.17M 0.02% +77 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 13,675 shares; 2025Q1: 11,429 shares; 2025Q2: 18,443 shares; 2025Q3: 20,635 shares; 2025Q4: 28,255 shares 28,255 $1.17M 0.02% +7,620 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,877 shares; 2025Q1: 2,769 shares; 2025Q2: 2,784 shares; 2025Q3: 2,877 shares; 2025Q4: 3,013 shares 3,013 $1.17M 0.02% +136 Timeline CGW 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: 8,697 shares; 2024Q4: 9,448 shares; 2025Q1: 9,170 shares; 2025Q2: 9,066 shares; 2025Q3: 8,861 shares; 2025Q4: 18,341 shares 18,341 $1.16M 0.02% +9,480 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,103 shares; 2024Q4: 27,734 shares; 2025Q1: 66,841 shares; 2025Q2: 73,495 shares; 2025Q3: 76,288 shares; 2025Q4: 80,448 shares 80,448 $1.15M 0.02% +4,160 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,056 shares; 2024Q4: 25,494 shares; 2025Q1: 22,973 shares; 2025Q2: 22,548 shares; 2025Q3: 19,971 shares; 2025Q4: 19,883 shares 19,883 $1.14M 0.02% -88 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 45,500 shares 45,500 $1.13M 0.02% +33,000 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 6,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,256 shares 21,256 $1.13M 0.02% new Timeline