IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,517 shares; 2024Q4: 135,032 shares; 2025Q1: 133,494 shares; 2025Q2: 134,713 shares; 2025Q3: 135,468 shares 135,468 $90.7M 12.91% +755 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717,989 shares; 2024Q4: 725,565 shares; 2025Q1: 664,678 shares; 2025Q2: 382,317 shares; 2025Q3: 403,677 shares 403,677 $31.6M 4.5% +21,360 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,178 shares; 2024Q4: 365,937 shares; 2025Q1: 386,683 shares; 2025Q2: 400,505 shares; 2025Q3: 504,353 shares 504,353 $29.9M 4.25% +103,848 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655,177 shares; 2024Q4: 726,789 shares; 2025Q1: 747,931 shares; 2025Q2: 744,985 shares; 2025Q3: 757,557 shares 757,557 $27.5M 3.92% +12,572 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,321 shares; 2024Q4: 120,756 shares; 2025Q1: 145,741 shares; 2025Q2: 153,841 shares; 2025Q3: 133,302 shares 133,302 $25.9M 3.69% -20,539 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,001 shares; 2025Q2: 185,500 shares; 2025Q3: 401,671 shares 401,671 $23.1M 3.29% +216,171 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,582 shares; 2024Q4: 214,120 shares; 2025Q1: 225,523 shares; 2025Q2: 191,498 shares; 2025Q3: 189,768 shares 189,768 $22.9M 3.26% -1,730 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,398 shares; 2024Q4: 57,586 shares; 2025Q1: 85,176 shares; 2025Q2: 91,745 shares; 2025Q3: 98,761 shares 98,761 $20.4M 2.9% +7,016 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,131 shares; 2024Q4: 76,187 shares; 2025Q1: 76,375 shares; 2025Q2: 76,639 shares; 2025Q3: 79,259 shares 79,259 $20.2M 2.87% +2,620 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,375 shares; 2024Q4: 313,240 shares; 2025Q1: 246,959 shares; 2025Q2: 384,065 shares; 2025Q3: 284,874 shares 284,874 $19.3M 2.75% -99,191 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,861 shares; 2024Q4: 144,611 shares; 2025Q1: 144,589 shares; 2025Q2: 137,416 shares; 2025Q3: 131,283 shares 131,283 $19.1M 2.72% -6,133 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,483 shares; 2024Q4: 471,923 shares; 2025Q1: 457,024 shares; 2025Q2: 452,375 shares; 2025Q3: 584,093 shares 584,093 $18.4M 2.62% +131,718 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,798 shares; 2024Q4: 386,192 shares; 2025Q1: 400,697 shares; 2025Q2: 407,023 shares; 2025Q3: 383,323 shares 383,323 $17.5M 2.5% -23,700 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,541 shares; 2024Q4: 100,133 shares; 2025Q1: 154,206 shares; 2025Q2: 286,567 shares; 2025Q3: 245,621 shares 245,621 $16.2M 2.3% -40,946 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,463 shares; 2024Q4: 234,164 shares; 2025Q1: 244,503 shares; 2025Q2: 282,967 shares; 2025Q3: 294,673 shares 294,673 $13.6M 1.94% +11,706 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,001 shares; 2024Q4: 147,084 shares; 2025Q1: 148,670 shares; 2025Q2: 144,985 shares; 2025Q3: 134,094 shares 134,094 $11.7M 1.67% -10,891 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 135,633 shares; 2025Q3: 340,204 shares 340,204 $11.6M 1.65% +204,571 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,072 shares; 2024Q4: 140,935 shares; 2025Q1: 146,218 shares; 2025Q2: 147,043 shares; 2025Q3: 155,645 shares 155,645 $11.2M 1.59% +8,602 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,237 shares; 2024Q4: 43,465 shares; 2025Q1: 45,914 shares; 2025Q2: 47,684 shares; 2025Q3: 59,237 shares 59,237 $11.1M 1.57% +11,553 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 268,198 shares; 2025Q3: 281,790 shares 281,790 $10.7M 1.52% +13,592 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,684 shares; 2024Q4: 33,612 shares; 2025Q1: 37,879 shares; 2025Q2: 39,603 shares; 2025Q3: 42,197 shares 42,197 $10.3M 1.47% +2,594 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,880 shares; 2024Q4: 16,347 shares; 2025Q1: 16,249 shares; 2025Q2: 16,427 shares; 2025Q3: 17,863 shares 17,863 $9.25M 1.32% +1,436 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,041 shares; 2024Q4: 159,909 shares; 2025Q1: 138,413 shares; 2025Q2: 141,835 shares; 2025Q3: 140,772 shares 140,772 $9.19M 1.31% -1,063 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,330 shares; 2024Q4: 125,746 shares; 2025Q1: 122,940 shares; 2025Q2: 120,388 shares; 2025Q3: 116,736 shares 116,736 $7.95M 1.13% -3,652 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,379 shares; 2025Q1: 62,083 shares; 2025Q2: 62,266 shares; 2025Q3: 61,722 shares 61,722 $7.47M 1.06% -544 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,576 shares; 2024Q4: 104,577 shares; 2025Q1: 105,007 shares; 2025Q2: 98,093 shares; 2025Q3: 90,121 shares 90,121 $7.44M 1.06% -7,972 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,012 shares; 2025Q1: 83,168 shares; 2025Q2: 59,304 shares; 2025Q3: 96,407 shares 96,407 $7.37M 1.05% +37,103 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,675 shares; 2024Q4: 151,821 shares; 2025Q1: 151,949 shares; 2025Q2: 152,227 shares; 2025Q3: 144,825 shares 144,825 $5.59M 0.8% -7,402 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,539 shares 76,539 $5.38M 0.77% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,845 shares; 2024Q4: 53,549 shares; 2025Q1: 53,556 shares; 2025Q2: 53,563 shares; 2025Q3: 53,557 shares 53,557 $5.08M 0.72% -6 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,553 shares; 2024Q4: 76,919 shares; 2025Q1: 62,576 shares; 2025Q2: 64,106 shares; 2025Q3: 73,875 shares 73,875 $5.06M 0.72% +9,769 Timeline VCRM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,315 shares; 2025Q1: 56,040 shares; 2025Q2: 57,951 shares; 2025Q3: 66,299 shares 66,299 $4.99M 0.71% +8,348 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,768 shares; 2024Q4: 33,036 shares; 2025Q1: 32,490 shares; 2025Q2: 32,300 shares; 2025Q3: 33,230 shares 33,230 $4.84M 0.69% +930 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,391 shares; 2024Q4: 187,848 shares; 2025Q1: 184,133 shares; 2025Q2: 175,488 shares; 2025Q3: 169,310 shares 169,310 $4.71M 0.67% -6,178 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,597 shares; 2024Q4: 32,380 shares; 2025Q1: 32,587 shares; 2025Q2: 39,977 shares; 2025Q3: 41,724 shares 41,724 $4.31M 0.61% +1,747 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 3,872 shares; 2025Q1: 4,051 shares; 2025Q2: 4,497 shares; 2025Q3: 4,997 shares 4,997 $3.73M 0.53% +500 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,233 shares; 2024Q4: 31,984 shares; 2025Q1: 30,333 shares; 2025Q2: 29,903 shares; 2025Q3: 29,546 shares 29,546 $3.51M 0.5% -357 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,661 shares; 2024Q4: 14,647 shares; 2025Q1: 14,553 shares; 2025Q2: 14,098 shares; 2025Q3: 15,715 shares 15,715 $3.45M 0.49% +1,617 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,552 shares; 2025Q1: 4,764 shares; 2025Q2: 4,950 shares; 2025Q3: 6,326 shares 6,326 $3.18M 0.45% +1,376 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,035 shares; 2024Q4: 40,187 shares; 2025Q1: 38,324 shares; 2025Q2: 39,249 shares; 2025Q3: 45,708 shares 45,708 $3.16M 0.45% +6,459 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,686 shares; 2024Q4: 40,533 shares; 2025Q1: 38,835 shares; 2025Q2: 36,731 shares; 2025Q3: 35,924 shares 35,924 $3.05M 0.43% -807 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 4,743 shares; 2025Q1: 4,854 shares; 2025Q2: 4,848 shares; 2025Q3: 4,943 shares 4,943 $3.03M 0.43% +95 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,645 shares; 2024Q4: 4,619 shares; 2025Q1: 4,691 shares; 2025Q2: 4,737 shares; 2025Q3: 4,796 shares 4,796 $2.88M 0.41% +59 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,285 shares; 2024Q4: 5,565 shares; 2025Q1: 5,500 shares; 2025Q2: 6,147 shares; 2025Q3: 6,119 shares 6,119 $2.72M 0.39% -28 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,692 shares; 2024Q4: 178,120 shares; 2025Q1: 102,030 shares; 2025Q2: 97,866 shares; 2025Q3: 23,400 shares 23,400 $2.66M 0.38% -74,466 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,707 shares; 2024Q4: 28,533 shares; 2025Q1: 33,101 shares; 2025Q2: 33,476 shares; 2025Q3: 34,144 shares 34,144 $2.47M 0.35% +668 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,618 shares; 2024Q4: 81,131 shares; 2025Q1: 81,176 shares; 2025Q2: 81,210 shares; 2025Q3: 77,808 shares 77,808 $2.44M 0.35% -3,402 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,777 shares; 2024Q4: 101,816 shares; 2025Q1: 101,942 shares; 2025Q2: 98,986 shares; 2025Q3: 84,156 shares 84,156 $2.3M 0.33% -14,830 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 7,937 shares; 2025Q1: 7,938 shares; 2025Q2: 7,823 shares; 2025Q3: 7,828 shares 7,828 $2.01M 0.29% +5 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,331 shares; 2024Q4: 42,581 shares; 2025Q1: 42,581 shares; 2025Q2: 42,581 shares; 2025Q3: 42,581 shares 42,581 $1.93M 0.27% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,995 shares; 2024Q4: 6,950 shares; 2025Q1: 6,383 shares; 2025Q2: 6,379 shares; 2025Q3: 7,883 shares 7,883 $1.92M 0.27% +1,504 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,810 shares; 2025Q1: 1,826 shares; 2025Q2: 1,953 shares; 2025Q3: 1,952 shares 1,952 $1.81M 0.26% -1 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,146 shares; 2024Q4: 15,744 shares; 2025Q1: 15,873 shares; 2025Q2: 15,303 shares; 2025Q3: 14,967 shares 14,967 $1.66M 0.24% -336 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 6,874 shares; 2025Q1: 6,764 shares; 2025Q2: 6,718 shares; 2025Q3: 6,786 shares 6,786 $1.6M 0.23% +68 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,401 shares; 2024Q4: 28,987 shares; 2025Q1: 27,977 shares; 2025Q2: 26,940 shares; 2025Q3: 24,275 shares 24,275 $1.55M 0.22% -2,665 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,237 shares; 2024Q4: 11,117 shares; 2025Q1: 11,060 shares; 2025Q2: 11,073 shares; 2025Q3: 10,866 shares 10,866 $1.53M 0.22% -207 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 3,859 shares; 2025Q1: 3,868 shares; 2025Q2: 3,868 shares; 2025Q3: 4,920 shares 4,920 $1.51M 0.22% +1,052 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 11,343 shares; 2025Q1: 11,971 shares; 2025Q2: 13,205 shares; 2025Q3: 14,309 shares 14,309 $1.47M 0.21% +1,104 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,347 shares; 2025Q1: 1,393 shares; 2025Q2: 1,544 shares; 2025Q3: 1,928 shares 1,928 $1.42M 0.2% +384 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,337 shares; 2024Q4: 33,657 shares; 2025Q1: 33,157 shares; 2025Q2: 33,157 shares; 2025Q3: 32,112 shares 32,112 $1.36M 0.19% -1,045 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,338 shares; 2024Q4: 39,716 shares; 2025Q1: 36,920 shares; 2025Q2: 36,218 shares; 2025Q3: 14,054 shares 14,054 $1.28M 0.18% -22,164 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,809 shares; 2024Q4: 14,751 shares; 2025Q1: 14,494 shares; 2025Q2: 13,193 shares; 2025Q3: 13,379 shares 13,379 $1.27M 0.18% +186 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,473 shares; 2024Q4: 9,268 shares; 2025Q1: 8,856 shares; 2025Q2: 8,970 shares; 2025Q3: 8,493 shares 8,493 $1.27M 0.18% -477 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 2,256 shares; 2025Q1: 2,856 shares; 2025Q2: 2,919 shares; 2025Q3: 3,695 shares 3,695 $1.22M 0.17% +776 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,323 shares; 2025Q1: 4,407 shares; 2025Q2: 4,409 shares; 2025Q3: 4,778 shares 4,778 $1.16M 0.17% +369 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,130 shares; 2025Q1: 1,145 shares; 2025Q2: 1,149 shares; 2025Q3: 1,221 shares 1,221 $1.12M 0.16% +72 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,339 shares; 2024Q4: 9,534 shares; 2025Q1: 9,653 shares; 2025Q2: 8,352 shares; 2025Q3: 8,778 shares 8,778 $1.1M 0.16% +426 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 8,217 shares; 2025Q1: 7,233 shares; 2025Q2: 9,580 shares; 2025Q3: 10,136 shares 10,136 $1.08M 0.15% +556 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,986 shares; 2024Q4: 16,578 shares; 2025Q1: 15,963 shares; 2025Q2: 14,846 shares; 2025Q3: 13,906 shares 13,906 $1.07M 0.15% -940 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 1,780 shares; 2025Q3: 1,790 shares 1,790 $1.05M 0.15% +10 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: 7,020 shares; 2025Q1: 7,012 shares; 2025Q2: 7,029 shares; 2025Q3: 7,283 shares 7,283 $1.02M 0.15% +254 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,173 shares; 2024Q4: 8,412 shares; 2025Q1: 8,818 shares; 2025Q2: 9,112 shares; 2025Q3: 9,124 shares 9,124 $974K 0.14% +12 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,825 shares; 2024Q4: 22,734 shares; 2025Q1: 22,584 shares; 2025Q2: 19,884 shares; 2025Q3: 21,132 shares 21,132 $918K 0.13% +1,248 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,551 shares; 2025Q1: 1,492 shares; 2025Q2: 1,358 shares; 2025Q3: 1,449 shares 1,449 $824K 0.12% +91 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,723 shares; 2024Q4: 7,750 shares; 2025Q1: 7,786 shares; 2025Q2: 7,984 shares; 2025Q3: 7,778 shares 7,778 $804K 0.11% -206 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,912 shares; 2024Q4: 14,088 shares; 2025Q1: 9,722 shares; 2025Q2: 8,629 shares; 2025Q3: 7,883 shares 7,883 $790K 0.11% -746 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,682 shares; 2024Q4: 13,715 shares; 2025Q1: 13,759 shares; 2025Q2: 13,849 shares; 2025Q3: 13,852 shares 13,852 $784K 0.11% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,644 shares; 2025Q1: 2,655 shares; 2025Q2: 2,671 shares; 2025Q3: 2,712 shares 2,712 $782K 0.11% +41 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 972 shares; 2025Q1: 1,607 shares; 2025Q2: 2,077 shares; 2025Q3: 4,134 shares 4,134 $754K 0.11% +2,057 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,401 shares; 2025Q1: 4,922 shares; 2025Q2: 3,911 shares; 2025Q3: 3,607 shares 3,607 $753K 0.11% -304 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,308 shares; 2025Q1: 1,204 shares; 2025Q2: 947 shares; 2025Q3: 1,091 shares 1,091 $727K 0.1% +144 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,611 shares; 2025Q1: 1,605 shares; 2025Q2: 1,885 shares; 2025Q3: 2,296 shares 2,296 $724K 0.1% +411 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,676 shares; 2024Q4: 4,449 shares; 2025Q1: 8,444 shares; 2025Q2: 8,444 shares; 2025Q3: 14,642 shares 14,642 $703K 0.1% +6,198 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 3,315 shares; 2025Q1: 3,320 shares; 2025Q2: 3,042 shares; 2025Q3: 3,726 shares 3,726 $691K 0.1% +684 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 3,199 shares; 2025Q1: 3,060 shares; 2025Q2: 3,125 shares; 2025Q3: 4,200 shares 4,200 $680K 0.1% +1,075 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,406 shares; 2025Q1: 1,396 shares; 2025Q2: 1,024 shares; 2025Q3: 885 shares 885 $676K 0.1% -139 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 2,296 shares; 2025Q1: 2,393 shares; 2025Q2: 2,328 shares; 2025Q3: 2,296 shares 2,296 $674K 0.1% -32 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 4,452 shares; 2025Q1: 4,445 shares; 2025Q2: 4,412 shares; 2025Q3: 4,378 shares 4,378 $673K 0.1% -34 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,373 shares; 2025Q1: 2,375 shares; 2025Q2: 2,378 shares; 2025Q3: 2,380 shares 2,380 $671K 0.1% +2 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,893 shares; 2025Q1: 1,899 shares; 2025Q2: 1,923 shares; 2025Q3: 2,069 shares 2,069 $629K 0.09% +146 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,391 shares; 2024Q4: 25,643 shares; 2025Q1: 23,124 shares; 2025Q2: 21,309 shares; 2025Q3: 19,544 shares 19,544 $622K 0.09% -1,765 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 12,553 shares; 2025Q2: 12,219 shares; 2025Q3: 11,939 shares 11,939 $606K 0.09% -280 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 6,348 shares; 2025Q1: 6,367 shares; 2025Q2: 5,531 shares; 2025Q3: 5,800 shares 5,800 $599K 0.09% +269 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,530 shares 28,530 $596K 0.08% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,022 shares; 2025Q1: 2,143 shares; 2025Q2: 2,024 shares; 2025Q3: 2,134 shares 2,134 $596K 0.08% +110 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,225 shares 8,225 $589K 0.08% -475 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,098 shares; 2025Q1: 4,104 shares; 2025Q2: 4,033 shares; 2025Q3: 3,877 shares 3,877 $559K 0.08% -156 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,100 shares; 2025Q1: 1,101 shares; 2025Q2: 1,117 shares; 2025Q3: 1,352 shares 1,352 $548K 0.08% +235 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,939 shares; 2024Q4: 17,939 shares; 2025Q1: 17,939 shares; 2025Q2: 17,939 shares; 2025Q3: 17,939 shares 17,939 $531K 0.08% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,870 shares; 2024Q4: 9,853 shares; 2025Q1: 9,452 shares; 2025Q2: 9,251 shares; 2025Q3: 9,251 shares 9,251 $530K 0.08% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 2,159 shares; 2025Q1: 2,159 shares; 2025Q2: 2,109 shares; 2025Q3: 2,083 shares 2,083 $530K 0.08% -26 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,870 shares; 2025Q1: 1,646 shares; 2025Q2: 1,552 shares; 2025Q3: 1,550 shares 1,550 $529K 0.08% -2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,571 shares; 2024Q4: 2,694 shares; 2025Q1: 2,495 shares; 2025Q2: 2,526 shares; 2025Q3: 2,583 shares 2,583 $529K 0.08% +57 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,507 shares; 2025Q1: 2,386 shares; 2025Q2: 2,361 shares; 2025Q3: 2,345 shares 2,345 $506K 0.07% -16 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,405 shares; 2025Q3: 1,522 shares 1,522 $505K 0.07% +117 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,138 shares; 2024Q4: 6,138 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $490K 0.07% 0 Timeline SNFCA SECURITY NATL FINL CORP More: the full row for SECURITY NATL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,296 shares; 2024Q4: 30,753 shares; 2025Q1: 53,483 shares; 2025Q2: 53,483 shares; 2025Q3: 56,157 shares 56,157 $487K 0.07% +2,674 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,802 shares; 2025Q1: 2,814 shares; 2025Q2: 2,761 shares; 2025Q3: 3,124 shares 3,124 $485K 0.07% +363 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,858 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,354 shares 1,354 $481K 0.07% -4 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,928 shares; 2024Q4: 17,511 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 47,319 shares 47,319 $481K 0.07% +47,100 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,946 shares; 2025Q1: 1,853 shares; 2025Q2: 1,826 shares; 2025Q3: 1,698 shares 1,698 $478K 0.07% -128 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 7,164 shares; 2025Q1: 7,111 shares; 2025Q2: 7,303 shares; 2025Q3: 5,618 shares 5,618 $471K 0.07% -1,685 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,212 shares; 2024Q4: 17,682 shares; 2025Q1: 17,927 shares; 2025Q2: 18,102 shares; 2025Q3: 18,103 shares 18,103 $465K 0.07% +1 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,407 shares; 2024Q4: 9,672 shares; 2025Q1: 8,464 shares; 2025Q2: 7,278 shares; 2025Q3: 4,835 shares 4,835 $451K 0.06% -2,443 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 3,839 shares; 2025Q1: 3,751 shares; 2025Q2: 3,808 shares; 2025Q3: 3,731 shares 3,731 $442K 0.06% -77 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 7,900 shares; 2025Q1: 7,834 shares; 2025Q2: 6,804 shares; 2025Q3: 7,352 shares 7,352 $442K 0.06% +548 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,254 shares; 2025Q2: 2,347 shares; 2025Q3: 2,616 shares 2,616 $438K 0.06% +269 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,346 shares; 2025Q1: 2,334 shares; 2025Q2: 2,377 shares; 2025Q3: 2,593 shares 2,593 $431K 0.06% +216 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,091 shares; 2024Q4: 6,785 shares; 2025Q1: 6,923 shares; 2025Q2: 6,952 shares; 2025Q3: 7,035 shares 7,035 $422K 0.06% +83 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 6,966 shares; 2025Q1: 6,966 shares; 2025Q2: 7,414 shares; 2025Q3: 7,995 shares 7,995 $412K 0.06% +581 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 683 shares; 2025Q1: 692 shares; 2025Q2: 733 shares; 2025Q3: 826 shares 826 $394K 0.06% +93 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 789 shares; 2025Q1: 750 shares; 2025Q2: 804 shares; 2025Q3: 875 shares 875 $391K 0.06% +71 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,414 shares; 2025Q1: 4,459 shares; 2025Q2: 4,587 shares; 2025Q3: 4,590 shares 4,590 $385K 0.05% +3 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,425 shares; 2025Q1: 16,715 shares; 2025Q2: 16,715 shares; 2025Q3: 16,715 shares 16,715 $384K 0.05% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,870 shares; 2025Q1: 1,871 shares; 2025Q2: 1,897 shares; 2025Q3: 1,942 shares 1,942 $381K 0.05% +45 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 76 shares; 2025Q1: 78 shares; 2025Q2: 69 shares; 2025Q3: 70 shares 70 $380K 0.05% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,260 shares; 2025Q1: 10,260 shares; 2025Q2: 9,239 shares; 2025Q3: 9,239 shares 9,239 $378K 0.05% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,722 shares; 2025Q1: 4,717 shares; 2025Q2: 4,709 shares; 2025Q3: 4,709 shares 4,709 $376K 0.05% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 313 shares; 2025Q1: 289 shares; 2025Q2: 295 shares; 2025Q3: 315 shares 315 $367K 0.05% +20 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,804 shares; 2025Q1: 8,441 shares; 2025Q2: 14,552 shares; 2025Q3: 14,552 shares 14,552 $367K 0.05% 0 AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 3,430 shares 3,430 $358K 0.05% +70 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 1,013 shares; 2025Q3: 934 shares 934 $345K 0.05% -79 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 3,942 shares; 2025Q1: 3,718 shares; 2025Q2: 3,574 shares; 2025Q3: 3,524 shares 3,524 $328K 0.05% -50 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,861 shares; 2025Q1: 4,860 shares; 2025Q2: 4,673 shares; 2025Q3: 4,645 shares 4,645 $319K 0.05% -28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,879 shares; 2024Q4: 5,895 shares; 2025Q1: 7,939 shares; 2025Q2: 6,385 shares; 2025Q3: 6,224 shares 6,224 $316K 0.04% -161 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,848 shares; 2025Q1: 1,745 shares; 2025Q2: 1,943 shares; 2025Q3: 2,772 shares 2,772 $313K 0.04% +829 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 616 shares; 2025Q1: 591 shares; 2025Q2: 547 shares; 2025Q3: 642 shares 642 $311K 0.04% +95 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 864 shares; 2025Q1: 778 shares; 2025Q2: 831 shares; 2025Q3: 1,017 shares 1,017 $306K 0.04% +186 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 2,937 shares; 2025Q1: 2,831 shares; 2025Q2: 2,891 shares; 2025Q3: 3,180 shares 3,180 $301K 0.04% +289 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 200 shares; 2025Q2: 222 shares; 2025Q3: 250 shares 250 $300K 0.04% +28 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 2,949 shares; 2025Q1: 3,164 shares; 2025Q2: 2,477 shares; 2025Q3: 2,416 shares 2,416 $299K 0.04% -61 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,215 shares; 2025Q3: 1,347 shares 1,347 $291K 0.04% +132 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,267 shares; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,268 shares; 2025Q3: 9,268 shares 9,268 $290K 0.04% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,481 shares; 2025Q1: 2,519 shares; 2025Q2: 2,606 shares; 2025Q3: 2,521 shares 2,521 $289K 0.04% -85 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,482 shares; 2024Q4: 22,482 shares; 2025Q1: 22,482 shares; 2025Q2: 22,482 shares; 2025Q3: 10,952 shares 10,952 $288K 0.04% -11,530 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,481 shares; 2024Q4: 11,380 shares; 2025Q1: 11,978 shares; 2025Q2: 11,720 shares; 2025Q3: 11,952 shares 11,952 $285K 0.04% +232 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 7,350 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 7,350 shares 7,350 $284K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 13,355 shares; 2025Q1: 13,489 shares; 2025Q2: 13,517 shares; 2025Q3: 10,166 shares 10,166 $284K 0.04% -3,351 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,779 shares; 2025Q1: 4,779 shares; 2025Q2: 4,779 shares; 2025Q3: 4,825 shares 4,825 $283K 0.04% +46 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 5,530 shares; 2025Q1: 5,534 shares; 2025Q2: 5,534 shares; 2025Q3: 5,534 shares 5,534 $280K 0.04% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,246 shares; 2024Q4: 7,129 shares; 2025Q1: 7,130 shares; 2025Q2: 7,215 shares; 2025Q3: 7,366 shares 7,366 $279K 0.04% +151 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 498 shares; 2025Q1: 538 shares; 2025Q2: 541 shares; 2025Q3: 698 shares 698 $273K 0.04% +157 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,352 shares; 2025Q1: 2,601 shares; 2025Q2: 2,981 shares; 2025Q3: 4,125 shares 4,125 $268K 0.04% +1,144 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 770 shares; 2025Q1: 801 shares; 2025Q2: 814 shares; 2025Q3: 833 shares 833 $265K 0.04% +19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 672 shares; 2025Q1: 553 shares; 2025Q2: 471 shares; 2025Q3: 766 shares 766 $264K 0.04% +295 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,775 shares; 2024Q4: 45,718 shares; 2025Q1: 49,062 shares; 2025Q2: 42,388 shares; 2025Q3: 1,326 shares 1,326 $260K 0.04% -41,062 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,905 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 9,795 shares 9,795 $255K 0.04% +9,403 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,413 shares; 2024Q4: 9,182 shares; 2025Q1: 3,779 shares; 2025Q2: 3,599 shares; 2025Q3: 3,015 shares 3,015 $251K 0.04% -584 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,346 shares; 2025Q1: 1,352 shares; 2025Q2: 1,423 shares; 2025Q3: 2,020 shares 2,020 $250K 0.04% +597 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,659 shares; 2025Q1: 3,659 shares; 2025Q2: 3,676 shares; 2025Q3: 3,696 shares 3,696 $250K 0.04% +20 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,919 shares; 2025Q3: 2,170 shares 2,170 $249K 0.04% +251 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 2,808 shares; 2025Q1: 2,828 shares; 2025Q2: 2,883 shares; 2025Q3: 2,883 shares 2,883 $244K 0.03% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,367 shares 29,367 $241K 0.03% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,290 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 3,013 shares 3,013 $236K 0.03% +530 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,051 shares; 2025Q3: 1,062 shares 1,062 $236K 0.03% +11 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,171 shares; 2025Q1: 1,168 shares; 2025Q2: 1,201 shares; 2025Q3: 1,255 shares 1,255 $235K 0.03% +54 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 3,912 shares; 2025Q1: 3,815 shares; 2025Q2: 3,959 shares; 2025Q3: 4,125 shares 4,125 $234K 0.03% +166 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,446 shares; 2025Q3: 1,505 shares 1,505 $234K 0.03% +59 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,230 shares; 2025Q1: 10,362 shares; 2025Q2: 10,396 shares; 2025Q3: 10,429 shares 10,429 $233K 0.03% +33 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,963 shares; 2025Q1: 3,984 shares; 2025Q2: 4,027 shares; 2025Q3: 3,814 shares 3,814 $233K 0.03% -213 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,932 shares; 2024Q4: 8,681 shares; 2025Q1: 8,623 shares; 2025Q2: 8,986 shares; 2025Q3: 9,107 shares 9,107 $232K 0.03% +121 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,833 shares; 2024Q4: 14,833 shares; 2025Q1: 14,833 shares; 2025Q2: 14,833 shares; 2025Q3: 11,140 shares 11,140 $231K 0.03% -3,693 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,139 shares; 2025Q1: 2,002 shares; 2025Q2: 1,357 shares; 2025Q3: 1,601 shares 1,601 $231K 0.03% +244 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,847 shares; 2025Q1: 9,749 shares; 2025Q2: 9,783 shares; 2025Q3: 9,821 shares 9,821 $229K 0.03% +38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,179 shares; 2025Q2: 1,223 shares; 2025Q3: 1,232 shares 1,232 $226K 0.03% +9 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,078 shares; 2025Q1: 1,014 shares; 2025Q2: 837 shares; 2025Q3: 834 shares 834 $226K 0.03% -3 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,593 shares; 2025Q1: 7,594 shares; 2025Q2: 7,664 shares; 2025Q3: 7,974 shares 7,974 $226K 0.03% +310 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 443 shares; 2025Q1: 425 shares; 2025Q2: 453 shares; 2025Q3: 458 shares 458 $223K 0.03% +5 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 510 shares; 2025Q2: 576 shares; 2025Q3: 960 shares 960 $222K 0.03% +384 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,048 shares; 2025Q1: 4,048 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares 4,048 $220K 0.03% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,620 shares; 2025Q1: 6,471 shares; 2025Q2: 8,556 shares; 2025Q3: 8,630 shares 8,630 $220K 0.03% +74 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,962 shares; 2025Q1: 1,962 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares 1,962 $219K 0.03% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,676 shares; 2024Q4: 23,806 shares; 2025Q1: 23,954 shares; 2025Q2: 24,148 shares; 2025Q3: 24,323 shares 24,323 $218K 0.03% +175 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 935 shares; 2025Q1: 917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares 1,917 $218K 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,836 shares; 2025Q2: 1,834 shares; 2025Q3: 2,288 shares 2,288 $218K 0.03% +454 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 823 shares; 2025Q1: 835 shares; 2025Q2: 836 shares; 2025Q3: 837 shares 837 $217K 0.03% +1 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,064 shares; 2025Q1: 7,144 shares; 2025Q2: 7,476 shares; 2025Q3: 7,521 shares 7,521 $212K 0.03% +45 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,245 shares; 2025Q1: 986 shares; 2025Q2: 994 shares; 2025Q3: 1,053 shares 1,053 $212K 0.03% +59 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,351 shares; 2025Q1: 3,300 shares; 2025Q2: 3,315 shares; 2025Q3: 3,442 shares 3,442 $212K 0.03% +127 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,632 shares; 2025Q1: 4,817 shares; 2025Q2: 4,801 shares; 2025Q3: 6,250 shares 6,250 $210K 0.03% +1,449 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 323 shares; 2025Q1: 304 shares; 2025Q2: 306 shares; 2025Q3: 305 shares 305 $208K 0.03% -1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 221 shares; 2025Q2: 241 shares; 2025Q3: 332 shares 332 $204K 0.03% +91 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 868 shares; 2025Q1: 839 shares; 2025Q2: 869 shares; 2025Q3: 806 shares 806 $203K 0.03% -63 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 706 shares; 2025Q2: 717 shares; 2025Q3: 776 shares 776 $202K 0.03% +59 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,650 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares 5,575 $200K 0.03% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,219 shares; 2024Q4: 6,219 shares; 2025Q1: 5,843 shares; 2025Q2: 5,452 shares; 2025Q3: 4,292 shares 4,292 $198K 0.03% -1,160 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 2,746 shares; 2025Q1: 2,636 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares 2,613 $198K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,441 shares; 2025Q1: 1,456 shares; 2025Q2: 1,541 shares; 2025Q3: 1,542 shares 1,542 $198K 0.03% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,967 shares; 2025Q1: 4,971 shares; 2025Q2: 4,808 shares; 2025Q3: 4,812 shares 4,812 $198K 0.03% +4 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 40 shares; 2025Q2: 42 shares; 2025Q3: 46 shares 46 $196K 0.03% +4 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,666 shares; 2025Q1: 4,408 shares; 2025Q2: 4,431 shares; 2025Q3: 4,451 shares 4,451 $195K 0.03% +20 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 1,026 shares; 2025Q3: 973 shares 973 $195K 0.03% -53 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,598 shares; 2025Q1: 3,598 shares; 2025Q2: 3,623 shares; 2025Q3: 3,479 shares 3,479 $188K 0.03% -144 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 882 shares; 2025Q1: 883 shares; 2025Q2: 915 shares; 2025Q3: 1,098 shares 1,098 $188K 0.03% +183 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 282 shares; 2025Q3: 283 shares 283 $184K 0.03% +1 Timeline PCM PCM FD INC More: the full row for PCM FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,330 shares; 2024Q4: 32,330 shares; 2025Q1: 32,330 shares; 2025Q2: 32,330 shares; 2025Q3: 27,330 shares 27,330 $183K 0.03% -5,000 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 409 shares; 2025Q1: 432 shares; 2025Q2: 451 shares; 2025Q3: 643 shares 643 $181K 0.03% +192 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 2,374 shares; 2025Q1: 2,419 shares; 2025Q2: 2,399 shares; 2025Q3: 2,423 shares 2,423 $177K 0.03% +24 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,064 shares; 2025Q1: 3,148 shares; 2025Q2: 3,204 shares; 2025Q3: 2,583 shares 2,583 $177K 0.03% -621 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 153 shares; 2025Q2: 156 shares; 2025Q3: 220 shares 220 $175K 0.02% +64 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares 4,550 $175K 0.02% 0 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,698 shares; 2025Q1: 1,698 shares; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares 1,716 $173K 0.02% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,890 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares 7,060 $172K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares 1,197 $170K 0.02% 0 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares 6,500 $170K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: 661 shares; 2025Q2: 674 shares; 2025Q3: 799 shares 799 $168K 0.02% +125 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,084 shares; 2025Q3: 1,081 shares 1,081 $168K 0.02% -3 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,552 shares; 2025Q1: 9,621 shares; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares 9,700 $165K 0.02% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,326 shares; 2025Q1: 1,361 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares 1,434 $161K 0.02% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,210 shares; 2025Q1: 7,935 shares; 2025Q2: 7,935 shares; 2025Q3: 7,935 shares 7,935 $158K 0.02% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,694 shares; 2025Q1: 7,164 shares; 2025Q2: 7,164 shares; 2025Q3: 7,164 shares 7,164 $157K 0.02% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,542 shares; 2025Q1: 6,892 shares; 2025Q2: 6,892 shares; 2025Q3: 6,892 shares 6,892 $155K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,670 shares; 2025Q3: 2,339 shares 2,339 $155K 0.02% -331 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,834 shares; 2024Q4: 5,120 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares 3,608 $154K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares 1,171 $152K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 655 shares; 2025Q1: 574 shares; 2025Q2: 660 shares; 2025Q3: 1,134 shares 1,134 $152K 0.02% +474 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 2,648 shares 2,648 $151K 0.02% +2,475 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 615 shares; 2025Q1: 616 shares; 2025Q2: 618 shares; 2025Q3: 620 shares 620 $150K 0.02% +2 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,233 shares; 2025Q1: 1,267 shares; 2025Q2: 1,081 shares; 2025Q3: 1,004 shares 1,004 $149K 0.02% -77 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $147K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391 shares; 2025Q1: 352 shares; 2025Q2: 449 shares; 2025Q3: 479 shares 479 $146K 0.02% +30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares 3,431 $145K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 75 shares; 2025Q2: 63 shares; 2025Q3: 62 shares 62 $145K 0.02% -1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 631 shares; 2025Q3: 801 shares 801 $143K 0.02% +170 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 399 shares; 2025Q1: 343 shares; 2025Q2: 402 shares; 2025Q3: 409 shares 409 $142K 0.02% +7 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 151 shares; 2025Q2: 134 shares; 2025Q3: 148 shares 148 $142K 0.02% +14 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 266 shares; 2025Q1: 270 shares; 2025Q2: 279 shares; 2025Q3: 377 shares 377 $141K 0.02% +98 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 763 shares; 2025Q1: 764 shares; 2025Q2: 761 shares; 2025Q3: 784 shares 784 $139K 0.02% +23 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,120 shares; 2025Q1: 2,134 shares; 2025Q2: 2,120 shares; 2025Q3: 2,144 shares 2,144 $139K 0.02% +24 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 5,946 shares; 2025Q1: 3,587 shares; 2025Q2: 3,908 shares; 2025Q3: 2,581 shares 2,581 $138K 0.02% -1,327 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 769 shares; 2025Q1: 769 shares; 2025Q2: 769 shares; 2025Q3: 769 shares 769 $134K 0.02% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,011 shares 2,011 $133K 0.02% +11 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 418 shares; 2025Q1: 421 shares; 2025Q2: 427 shares; 2025Q3: 462 shares 462 $133K 0.02% +35 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,348 shares; 2025Q1: 1,349 shares; 2025Q2: 1,350 shares; 2025Q3: 1,351 shares 1,351 $131K 0.02% +1 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 63 shares; 2025Q2: 958 shares; 2025Q3: 1,197 shares 1,197 $129K 0.02% +239 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 1,026 shares; 2025Q3: 1,019 shares 1,019 $127K 0.02% -7 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,086 shares; 2025Q1: 1,064 shares; 2025Q2: 1,192 shares; 2025Q3: 978 shares 978 $126K 0.02% -214 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares 2,840 $126K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,465 shares; 2025Q1: 2,529 shares; 2025Q2: 2,525 shares; 2025Q3: 3,992 shares 3,992 $125K 0.02% +1,467 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares 258 $124K 0.02% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares 729 $122K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,124 shares; 2025Q1: 1,134 shares; 2025Q2: 1,172 shares; 2025Q3: 1,216 shares 1,216 $122K 0.02% +44 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,966 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares 1,966 $119K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares 1,481 $118K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 537 shares; 2025Q1: 488 shares; 2025Q2: 425 shares; 2025Q3: 334 shares 334 $118K 0.02% -91 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 407 shares; 2025Q2: 326 shares; 2025Q3: 1,242 shares 1,242 $118K 0.02% +916 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 217 shares; 2025Q2: 224 shares; 2025Q3: 269 shares 269 $115K 0.02% +45 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 213 shares; 2025Q2: 272 shares; 2025Q3: 325 shares 325 $114K 0.02% +53 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 2,194 shares; 2025Q1: 1,885 shares; 2025Q2: 1,475 shares; 2025Q3: 1,486 shares 1,486 $114K 0.02% +11 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,096 shares; 2025Q1: 1,176 shares; 2025Q2: 1,179 shares; 2025Q3: 1,268 shares 1,268 $112K 0.02% +89 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 562 shares; 2025Q2: 581 shares; 2025Q3: 646 shares 646 $112K 0.02% +65 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $110K 0.02% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 513 shares; 2025Q3: 495 shares 495 $110K 0.02% -18 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,916 shares; 2025Q1: 8,288 shares; 2025Q2: 8,234 shares; 2025Q3: 9,095 shares 9,095 $109K 0.02% +861 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 846 shares; 2025Q3: 944 shares 944 $105K 0.01% +98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 1,381 shares; 2025Q3: 1,443 shares 1,443 $105K 0.01% +62 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $104K 0.01% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares 4,470 $103K 0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,627 shares; 2025Q1: 1,632 shares; 2025Q2: 1,719 shares; 2025Q3: 1,742 shares 1,742 $103K 0.01% +23 IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,020 shares; 2025Q1: 5,020 shares; 2025Q2: 5,020 shares; 2025Q3: 5,020 shares 5,020 $103K 0.01% 0 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,173 shares; 2025Q1: 4,173 shares; 2025Q2: 4,173 shares; 2025Q3: 4,173 shares 4,173 $103K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 547 shares; 2025Q1: 552 shares; 2025Q2: 565 shares; 2025Q3: 673 shares 673 $102K 0.01% +108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,386 shares; 2025Q3: 1,611 shares 1,611 $102K 0.01% +225 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,433 shares; 2025Q1: 1,450 shares; 2025Q2: 1,443 shares; 2025Q3: 1,507 shares 1,507 $101K 0.01% +64 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 89 shares; 2025Q2: 94 shares; 2025Q3: 129 shares 129 $97.8K 0.01% +35 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,507 shares; 2024Q4: 44,841 shares; 2025Q1: 1,543 shares; 2025Q2: 895 shares; 2025Q3: 1,850 shares 1,850 $97.7K 0.01% +955 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares 1,125 $96.5K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 598 shares; 2025Q1: 610 shares; 2025Q2: 661 shares; 2025Q3: 647 shares 647 $94.7K 0.01% -14 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 388 shares; 2025Q2: 421 shares; 2025Q3: 427 shares 427 $94.3K 0.01% +6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares 559 $94.2K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 3,719 shares; 2025Q1: 3,780 shares; 2025Q2: 2,012 shares; 2025Q3: 2,043 shares 2,043 $91.9K 0.01% +31 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 779 shares; 2025Q3: 1,109 shares 1,109 $91.3K 0.01% +330 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,797 shares; 2024Q4: 145,769 shares; 2025Q1: 123,983 shares; 2025Q2: 2,363 shares; 2025Q3: 1,349 shares 1,349 $91.1K 0.01% -1,014 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 653 shares; 2025Q3: 653 shares 653 $90.9K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 293 shares; 2025Q1: 297 shares; 2025Q2: 305 shares; 2025Q3: 568 shares 568 $90.3K 0.01% +263 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,061 shares; 2025Q1: 1,082 shares; 2025Q2: 1,138 shares; 2025Q3: 1,267 shares 1,267 $90K 0.01% +129 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 545 shares; 2025Q3: 866 shares 866 $87.9K 0.01% +321 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,059 shares; 2025Q1: 4,059 shares; 2025Q2: 4,059 shares; 2025Q3: 3,769 shares 3,769 $87.7K 0.01% -290 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 321 shares; 2025Q1: 376 shares; 2025Q2: 393 shares; 2025Q3: 426 shares 426 $87.4K 0.01% +33 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 170 shares; 2025Q2: 77 shares; 2025Q3: 90 shares 90 $87.1K 0.01% +13 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 306 shares; 2025Q3: 308 shares 308 $86.9K 0.01% +2 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,133 shares; 2025Q3: 1,125 shares 1,125 $86.5K 0.01% -8 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,250 shares 4,250 $85.8K 0.01% new Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,190 shares; 2025Q1: 1,303 shares; 2025Q2: 1,687 shares; 2025Q3: 1,766 shares 1,766 $85.1K 0.01% +79 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,346 shares; 2025Q1: 1,375 shares; 2025Q2: 1,476 shares; 2025Q3: 1,500 shares 1,500 $85.1K 0.01% +24 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares 965 $84.2K 0.01% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,025 shares 1,025 $83.6K 0.01% +25 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 2,313 shares; 2025Q1: 1,336 shares; 2025Q2: 1,262 shares; 2025Q3: 446 shares 446 $83.2K 0.01% -816 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,558 shares; 2025Q3: 4,614 shares 4,614 $82.2K 0.01% +56 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250 $82K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 208 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares 201 $80.9K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 392 shares; 2025Q2: 400 shares; 2025Q3: 471 shares 471 $79.8K 0.01% +71 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: 1,346 shares; 2025Q2: 1,353 shares; 2025Q3: 1,729 shares 1,729 $79.1K 0.01% +376 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,252 shares; 2025Q1: 2,252 shares; 2025Q2: 2,220 shares; 2025Q3: 2,291 shares 2,291 $78.7K 0.01% +71 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,414 shares; 2025Q1: 2,418 shares; 2025Q2: 2,433 shares; 2025Q3: 2,416 shares 2,416 $77.5K 0.01% -17 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: 749 shares; 2025Q2: 800 shares; 2025Q3: 787 shares 787 $76.8K 0.01% -13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 487 shares; 2025Q3: 580 shares 580 $76.1K 0.01% +93 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 611 shares 611 $75.5K 0.01% +4 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 423 shares; 2025Q1: 268 shares; 2025Q2: 358 shares; 2025Q3: 318 shares 318 $75.4K 0.01% -40 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 148 shares; 2025Q3: 154 shares 154 $74.7K 0.01% +6 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,078 shares; 2025Q1: 3,020 shares; 2025Q2: 3,056 shares; 2025Q3: 3,114 shares 3,114 $74.1K 0.01% +58 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,140 shares; 2025Q1: 201 shares; 2025Q2: 225 shares; 2025Q3: 225 shares 225 $73.8K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 204 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 318 shares 318 $73.1K 0.01% +117 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $72.5K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares 1,462 $72.3K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 12 shares; 2025Q2: 156 shares; 2025Q3: 337 shares 337 $71.6K 0.01% +181 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 155 shares; 2025Q3: 214 shares 214 $69.3K 0.01% +59 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 28 shares; 2025Q2: 55 shares; 2025Q3: 515 shares 515 $69K 0.01% +460 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226 shares; 2025Q1: 229 shares; 2025Q2: 184 shares; 2025Q3: 280 shares 280 $68.8K 0.01% +96 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,267 shares; 2025Q1: 2,329 shares; 2025Q2: 2,377 shares; 2025Q3: 2,424 shares 2,424 $68.8K 0.01% +47 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 744 shares; 2025Q1: 772 shares; 2025Q2: 894 shares; 2025Q3: 1,559 shares 1,559 $68.5K 0.01% +665 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 875 shares; 2025Q2: 932 shares; 2025Q3: 952 shares 952 $68.1K 0.01% +20 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 241 shares; 2025Q3: 317 shares 317 $68K 0.01% +76 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares 483 $67.8K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 171 shares; 2025Q3: 241 shares 241 $67.3K 0.01% +70 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: 7,476 shares; 2025Q1: 7,701 shares; 2025Q2: 951 shares; 2025Q3: 1,339 shares 1,339 $67.1K 0.01% +388 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 212 shares; 2025Q2: 216 shares; 2025Q3: 239 shares 239 $66.8K 0.01% +23 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 122 shares; 2025Q3: 138 shares 138 $65.5K 0.01% +16 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 173 shares; 2025Q3: 269 shares 269 $64.8K 0.01% +96 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 506 shares; 2025Q3: 506 shares 506 $63.7K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 344 shares; 2025Q3: 404 shares 404 $63.7K 0.01% +60 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares 450 $63.4K 0.01% new Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 2,400 shares; 2025Q3: 2,382 shares 2,382 $63.4K 0.01% -18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132 shares; 2025Q1: 147 shares; 2025Q2: 155 shares; 2025Q3: 186 shares 186 $62.8K 0.01% +31 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 286 shares; 2025Q3: 629 shares 629 $62.7K 0.01% +343 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 811 shares; 2025Q1: 1,480 shares; 2025Q2: 942 shares; 2025Q3: 1,449 shares 1,449 $62.5K 0.01% +507 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 216 shares; 2025Q3: 226 shares 226 $61.9K 0.01% +10 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 48 shares; 2025Q3: 86 shares 86 $61.8K 0.01% +38 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 2,230 shares; 2025Q3: 2,513 shares 2,513 $61.7K 0.01% +283 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186 shares; 2025Q1: 70 shares; 2025Q2: 102 shares; 2025Q3: 302 shares 302 $61.5K 0.01% +200 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 269 shares; 2025Q1: 270 shares; 2025Q2: 323 shares; 2025Q3: 450 shares 450 $61.3K 0.01% +127 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 212 shares; 2025Q3: 304 shares 304 $61.1K 0.01% +92 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 342 shares; 2025Q1: 231 shares; 2025Q2: 251 shares; 2025Q3: 246 shares 246 $60.8K 0.01% -5 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 132 shares; 2025Q2: 72 shares; 2025Q3: 410 shares 410 $59.7K 0.01% +338 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 175 shares 175 $59.7K 0.01% +79 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 372 shares; 2025Q2: 442 shares; 2025Q3: 783 shares 783 $59.1K 0.01% +341 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,353 shares; 2025Q1: 1,357 shares; 2025Q2: 1,360 shares; 2025Q3: 1,364 shares 1,364 $58.7K 0.01% +4 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 363 shares; 2025Q2: 412 shares; 2025Q3: 657 shares 657 $58.7K 0.01% +245 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 208 shares; 2025Q3: 266 shares 266 $58.4K 0.01% +58 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 380 shares; 2025Q2: 281 shares; 2025Q3: 292 shares 292 $57.9K 0.01% +11 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 985 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares 1,063 $57.8K 0.01% 0 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,928 shares; 2025Q1: 2,116 shares; 2025Q2: 2,194 shares; 2025Q3: 2,644 shares 2,644 $57.5K 0.01% +450 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 597 shares; 2025Q1: 976 shares; 2025Q2: 607 shares; 2025Q3: 939 shares 939 $57.1K 0.01% +332 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares 491 $56.5K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 357 shares; 2025Q1: 384 shares; 2025Q2: 406 shares; 2025Q3: 316 shares 316 $56.4K 0.01% -90 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,860 shares; 2025Q1: 1,937 shares; 2025Q2: 1,940 shares; 2025Q3: 2,090 shares 2,090 $56.3K 0.01% +150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 109 shares; 2025Q2: 175 shares; 2025Q3: 573 shares 573 $56.1K 0.01% +398 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares 1,161 $55.7K 0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares 239 $55.5K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 264 shares; 2025Q1: 265 shares; 2025Q2: 273 shares; 2025Q3: 275 shares 275 $55.4K 0.01% +2 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 444 shares; 2025Q2: 452 shares; 2025Q3: 455 shares 455 $55.2K 0.01% +3 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,499 shares; 2025Q1: 1,729 shares; 2025Q2: 1,815 shares; 2025Q3: 1,544 shares 1,544 $54.8K 0.01% -271 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares 2,470 $54.7K 0.01% 0 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $54.2K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 426 shares; 2025Q3: 656 shares 656 $54K 0.01% +230 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300 $54K 0.01% 0 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 347 shares; 2025Q2: 862 shares; 2025Q3: 961 shares 961 $53.4K 0.01% +99 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 37 shares; 2025Q2: 44 shares; 2025Q3: 69 shares 69 $53.3K 0.01% +25 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 337 shares; 2025Q1: 388 shares; 2025Q2: 394 shares; 2025Q3: 388 shares 388 $53.1K 0.01% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 204 shares; 2025Q2: 254 shares; 2025Q3: 556 shares 556 $53.1K 0.01% +302 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 94 shares; 2025Q2: 88 shares; 2025Q3: 83 shares 83 $53K 0.01% -5 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,213 shares; 2025Q1: 866 shares; 2025Q2: 793 shares; 2025Q3: 1,552 shares 1,552 $53K 0.01% +759 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares 2,170 $52.8K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 107 shares; 2025Q3: 110 shares 110 $52.4K 0.01% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 1,721 shares; 2025Q3: 1,631 shares 1,631 $52K 0.01% -90 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares 373 $51.5K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162 shares; 2025Q1: 161 shares; 2025Q2: 171 shares; 2025Q3: 218 shares 218 $51.5K 0.01% +47 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares 1,055 $50.9K 0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 463 shares; 2025Q1: 466 shares; 2025Q2: 469 shares; 2025Q3: 470 shares 470 $50.4K 0.01% +1 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares 645 $49.3K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 611 shares 611 $48.8K 0.01% +604 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 40 shares; 2025Q2: 75 shares; 2025Q3: 148 shares 148 $48.6K 0.01% +73 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 224 shares; 2025Q2: 274 shares; 2025Q3: 636 shares 636 $47.9K 0.01% +362 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 647 shares; 2025Q3: 638 shares 638 $47.5K 0.01% -9 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 529 shares 529 $47.4K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 51 shares; 2025Q2: 46 shares; 2025Q3: 192 shares 192 $47.4K 0.01% +146 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,167 shares; 2025Q3: 1,097 shares 1,097 $47.1K 0.01% -70 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,599 shares; 2025Q2: 3,599 shares; 2025Q3: 1,010 shares 1,010 $46.2K 0.01% -2,589 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 195 shares; 2025Q2: 239 shares; 2025Q3: 239 shares 239 $46.1K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 438 shares; 2025Q1: 442 shares; 2025Q2: 470 shares; 2025Q3: 508 shares 508 $45.6K 0.01% +38 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 171 shares; 2025Q2: 193 shares; 2025Q3: 407 shares 407 $45.5K 0.01% +214 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares 1,264 $45.4K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,446 shares 1,446 $45K 0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 359 shares; 2025Q3: 354 shares 354 $45K 0.01% -5 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 415 shares; 2025Q1: 203 shares; 2025Q2: 226 shares; 2025Q3: 714 shares 714 $44.6K 0.01% +488 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 186 shares; 2025Q3: 164 shares 164 $43.8K 0.01% -22 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 25 shares; 2025Q2: 75 shares; 2025Q3: 261 shares 261 $43.7K 0.01% +186 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 67 shares; 2025Q2: 65 shares; 2025Q3: 393 shares 393 $43.6K 0.01% +328 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 212 shares 212 $43.5K 0.01% +12 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 947 shares; 2025Q1: 941 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares 1,008 $42.9K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: 639 shares 639 $42.2K 0.01% +552 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 273 shares; 2025Q1: 199 shares; 2025Q2: 218 shares; 2025Q3: 350 shares 350 $42K 0.01% +132 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares 3,500 $42K 0.01% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 796 shares; 2025Q1: 647 shares; 2025Q2: 869 shares; 2025Q3: 973 shares 973 $41.8K 0.01% +104 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 105 shares; 2025Q3: 105 shares 105 $41.5K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 482 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares 518 $40.5K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 317 shares; 2025Q1: 329 shares; 2025Q2: 325 shares; 2025Q3: 336 shares 336 $40.3K 0.01% +11 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,741 shares; 2025Q3: 1,843 shares 1,843 $40.3K 0.01% +102 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,458 shares; 2025Q1: 1,189 shares; 2025Q2: 1,376 shares; 2025Q3: 1,393 shares 1,393 $40.1K 0.01% +17 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 523 shares 523 $40.1K 0.01% +150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211 shares; 2025Q1: 205 shares; 2025Q2: 225 shares; 2025Q3: 236 shares 236 $39.8K 0.01% +11 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296 shares; 2025Q1: 305 shares; 2025Q2: not reported; 2025Q3: 490 shares 490 $39.7K 0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 542 shares 542 $39.7K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 54 shares; 2025Q2: 75 shares; 2025Q3: 263 shares 263 $39.7K 0.01% +188 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 149 shares; 2025Q2: 157 shares; 2025Q3: 132 shares 132 $39.6K 0.01% -25 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 171 shares; 2025Q2: 176 shares; 2025Q3: 781 shares 781 $39.4K 0.01% +605 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 936 shares 936 $39.3K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 173 shares; 2025Q3: 144 shares 144 $39.3K 0.01% -29 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 754 shares 754 $38.8K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 132 shares; 2025Q2: 171 shares; 2025Q3: 198 shares 198 $38.8K 0.01% +27 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares 1,122 $38.7K 0.01% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 360 shares; 2025Q3: 377 shares 377 $38.4K 0.01% +17 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 27 shares; 2025Q2: 47 shares; 2025Q3: 76 shares 76 $37.9K 0.01% +29 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 844 shares 844 $37.9K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,938 shares; 2025Q3: 1,964 shares 1,964 $37.8K 0.01% +26 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 6 shares; 2025Q3: 35 shares 35 $37.8K 0.01% +29 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 426 shares; 2025Q2: 393 shares; 2025Q3: 390 shares 390 $37.6K 0.01% -3 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 314 shares; 2025Q1: 327 shares; 2025Q2: 314 shares; 2025Q3: 552 shares 552 $37.5K 0.01% +238 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 920 shares 920 $37.2K 0.01% +750 Timeline GSIE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares 902 $37.1K 0.01% 0 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $37.1K 0.01% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares 473 $36.9K 0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 279 shares 279 $36.9K 0.01% +16 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 112 shares; 2025Q3: 257 shares 257 $36.8K 0.01% +145 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,226 shares; 2025Q3: 1,158 shares 1,158 $36.6K 0.01% -68 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares 436 $36.5K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 237 shares 237 $36.5K 0.01% +1 Timeline MAGX ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 643 shares 643 $36.2K 0.01% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 159 shares; 2025Q3: 159 shares 159 $36K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 519 shares; 2025Q3: 533 shares 533 $35.9K 0.01% +14 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 75 shares; 2025Q2: 86 shares; 2025Q3: 211 shares 211 $35.9K 0.01% +125 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 388 shares; 2025Q3: 406 shares 406 $35.9K 0.01% +18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 487 shares; 2025Q1: 481 shares; 2025Q2: 491 shares; 2025Q3: 491 shares 491 $35.6K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,172 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,067 shares 1,067 $35.6K 0.01% -71 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares 270 $35.5K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 280 shares; 2025Q3: 280 shares 280 $35.2K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 196 shares; 2025Q3: 319 shares 319 $35.1K <0.01% +123 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 103 shares; 2025Q3: 148 shares 148 $34.9K <0.01% +45 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,050 shares 2,050 $34.9K <0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 122 shares; 2025Q2: 127 shares; 2025Q3: 122 shares 122 $34.4K <0.01% -5 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,324 shares; 2025Q1: 1,330 shares; 2025Q2: 1,377 shares; 2025Q3: 1,369 shares 1,369 $33.9K <0.01% -8 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 269 shares; 2025Q3: 498 shares 498 $33.7K <0.01% +229 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 63 shares; 2025Q2: 60 shares; 2025Q3: 62 shares 62 $33.7K <0.01% +2 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares 306 $33.6K <0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 483 shares; 2025Q1: 484 shares; 2025Q2: 486 shares; 2025Q3: 488 shares 488 $33.4K <0.01% +2 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 732 shares; 2025Q1: 698 shares; 2025Q2: 699 shares; 2025Q3: 699 shares 699 $33.2K <0.01% 0 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 361 shares; 2025Q3: 361 shares 361 $33.1K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 78 shares; 2025Q2: 92 shares; 2025Q3: 171 shares 171 $32.9K <0.01% +79 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 78 shares; 2025Q3: 133 shares 133 $32.6K <0.01% +55 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375 shares; 2025Q1: 198 shares; 2025Q2: 291 shares; 2025Q3: 274 shares 274 $32.6K <0.01% -17 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 111 shares; 2025Q3: 111 shares 111 $32.4K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares 290 $32.1K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: 1,247 shares; 2025Q2: 1,270 shares; 2025Q3: 1,293 shares 1,293 $32.1K <0.01% +23 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 33 shares; 2025Q2: 43 shares; 2025Q3: 57 shares 57 $32K <0.01% +14 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 132 shares; 2025Q2: 166 shares; 2025Q3: 226 shares 226 $32K <0.01% +60 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 819 shares; 2025Q1: 869 shares; 2025Q2: 885 shares; 2025Q3: 974 shares 974 $31.8K <0.01% +89 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 730 shares; 2025Q1: 719 shares; 2025Q2: 736 shares; 2025Q3: 739 shares 739 $31.7K <0.01% +3 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 673 shares; 2025Q3: 673 shares 673 $31.5K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 180 shares; 2025Q2: 213 shares; 2025Q3: 376 shares 376 $31.4K <0.01% +163 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares 1,257 $31.4K <0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 159 shares 159 $31.2K <0.01% +3 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares 374 $31K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 339 shares 339 $31K <0.01% +124 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 387 shares; 2025Q2: 390 shares; 2025Q3: 392 shares 392 $30.8K <0.01% +2 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: 184 shares; 2025Q2: 215 shares; 2025Q3: 215 shares 215 $30.8K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 94 shares 94 $30.7K <0.01% +10 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 591 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares 276 $30.7K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 792 shares; 2025Q3: 1,114 shares 1,114 $30.3K <0.01% +322 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 236 shares 236 $30.3K <0.01% +196 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 639 shares; 2025Q1: 396 shares; 2025Q2: 406 shares; 2025Q3: 406 shares 406 $30.2K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares 358 $30.1K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 97 shares 97 $30K <0.01% +87 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 266 shares; 2025Q1: 282 shares; 2025Q2: 297 shares; 2025Q3: 473 shares 473 $29.8K <0.01% +176 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $29.8K <0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 336 shares; 2025Q3: 336 shares 336 $29.8K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 92 shares; 2025Q2: 104 shares; 2025Q3: 110 shares 110 $29.7K <0.01% +6 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 317 shares 317 $29.5K <0.01% +115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 735 shares; 2025Q1: 540 shares; 2025Q2: 702 shares; 2025Q3: 748 shares 748 $29.3K <0.01% +46 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,326 shares; 2025Q1: 1,326 shares; 2025Q2: 1,326 shares; 2025Q3: 1,326 shares 1,326 $29.3K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 6 shares; 2025Q2: 16 shares; 2025Q3: 48 shares 48 $29.2K <0.01% +32 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares 290 $29.2K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: 88 shares; 2025Q2: 95 shares; 2025Q3: 63 shares 63 $28.8K <0.01% -32 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 251 shares; 2025Q1: 254 shares; 2025Q2: 276 shares; 2025Q3: 276 shares 276 $28.6K <0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares 88 $28.1K <0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,661 shares; 2025Q1: 1,661 shares; 2025Q2: 1,742 shares; 2025Q3: 1,661 shares 1,661 $28.1K <0.01% -81 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 251 shares; 2025Q3: 251 shares 251 $28K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 266 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 281 shares 281 $27.9K <0.01% +7 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 53 shares; 2025Q2: 52 shares; 2025Q3: 86 shares 86 $27.5K <0.01% +34 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 307 shares; 2025Q3: 319 shares 319 $27.5K <0.01% +12 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 421 shares; 2025Q1: 514 shares; 2025Q2: 557 shares; 2025Q3: 1,404 shares 1,404 $27.4K <0.01% +847 Timeline